Aktuell keine Integration von Zoho CRM Forms in Zoho Zoho Sites möglich
Hallo ich stelle aktuell fest, dass sich die CRM Formulare nicht mehr in Zoho Sites integrieren lassen. Mehrere Versuche verschiedene Formulare zu integrieren, die direkt mit CRM verknüpft sind, wurden nicht ausgeführt und die Integration fand nicht statt. Kann mir jemand einen Tipp geben ?
JSON Data API
hI i am trying to get zoho people data through API in json format.. but i dont in which software or in which tool i will get this ? anyone have idea of this kindly please share .. and let me know thanku urgent help required
Candidate to employee
Been on boarding how do you move a candidateBeen on boarding how do you move a candidate to an employee? To an employee?
CRM what to add conditions in layout
Hello, I am doing layout content and I have this schema : When "Y" is "W" >>Condition 1 (="W" is "W1") = A1, A2, and/or A3 >>Condition 2 (="W is "W2") = B1, B2, and/or B3 I want to ass more condition ("W3" and "W4") but I can't. The button "add condition" disappear after 2 conditions added for one option. Can you help please ? Thanks,
History Push / React
Hi, My website run on GatsbyJS. Page navigation is managed by history push / React. Zoho Marketing does not handle this type of website. How can I resolve that.
First name in Leads
Hello, When Leads are created, they appear with a Lead name. When I want to edit the lead, only the field Last Name appears, and not the first name. I tried to go in Parameters -> Modules and Fields, and check if the first name was here. Actually, when I do a preview of how the lead should look, the first name appears as a field. I would like to be able to modify the first name when I'm in a lead. Can you help me please? Thanks in advance
5.4.6 Unusual sending activity detected.
Hello, Only when sending to some specific addresses (even the same message) we get the error "5.4.6 Unusual sending activity detected." and sending the same message to a different address works fine. Could you please help me understand what is happening? Best regards,
Clinqで繋がるには？
昨日Meetupありがとうございました ところで藤川さんから何かあればClinqでと言っていただき わかりました と言ったものの藤川さんと繋がるにはどうすればいいんだ? とふと今、止まってしまいました すみません、わかったふりしてました 教えてください 新しいユーザーとはどうすれば繋がりますか？ 西尾
外部協力者を登録管理する方法
不動産業を営んでおりますが、外部協力者で、建築会社、個人職人などを登録管理したいと思います。 取引がなくても、今後取引したい外部協力者を登録しておいて、逐次取引の商談をして取引をするようなデータベース的管理を行います。 通常のCRMでは主に連絡先や取引先は、販売や報酬など、代金を受領する者を登録すると思いますが、委託先、仕入先などで考えると支払う者を連絡先や取引先で管理し、テリトリーやカスタムフィールドで管理するのが筋かなとも思います。 この外部協力者も、個人、法人等の組織構造になっているので、連絡先、取引先のような関係で構築しなければなりません。 このようなとき、 CRMの既存の連絡先、取引先を使った方が良いのか？ CRMのカスタムタブで管理するべきか？ Creatorで管理すべきか？ のいずれが良いのでしょうか？ アドバイスいただけると幸いです。
Please recover my deleted emails
Hi, I accidentaly deleted all my emails and trash folder. I had important emails from my collegues and my boss with tasks for the next week. Can someone please help me recover all my emails? Thanks in advance. Love, Anela
Multiples shops, same business, same products
Hi, We have two shops that largely sell the same products (although both have some that the other doesn't sell). The are both owned by the same legal entity that subscribes to Zoho One. How can we manage stock for both shops in one instance of Inventory? Thanks
My Email stopped wotk with pop
olá eu não estou recebendo emails no contato@vollare.me da minha empresa. Eu entrei em configurações e está escrito "FALHA NA AUTENTICAÇÃO" - o servidor POP não respondeu, verifique as credenciais da conta POP.
Zoho API v2 - PHP - InsertLeads - Fields
I want to know, my Leads insertion is successful, but the following fields are not affected. "Created_By", "Created_Time", "Last_Activity_Time", "Modified_by" and "Modified_Time" Is it even possible to modify those fields ? The time fields are filled with the current Date and Time The "Created_By" and "Modified_By" are filled with the user information of the token giver For the time type filed, I'm using the following format "2019-05-05T14:20:23+05:30" For the "Created_By" and "Modified_By", I'm
Zoho CRM Custom Connections
Hey Everyone, I'm working on adding a connection as a custom service in CRM. I have all of the required credentials for Oauth2.0, but I'm having trouble with authentication, though it is working for me in my Postman client. When I insert all of my credentials, I am getting the following error: This error isn't giving me any indication of what is going wrong with the authentication. I am not sure which parameters I should and shouldn't include in the URLs (include scope & client_id in the query string?)
Ask the Experts #2: Five hours live Q&A session with Zoho Analytics product experts
Hello all, Thanks for making our first Ask the Experts community event successful. We're all set to host the second Ask the Experts session this week. We're going live on 24th October 2019 (Thursday) at 5:30 am PDT for five hours straight to address all your questions and get more feedback. Here is the list of experienced panellist for this session. Start posting your questions right away in the comments section.
Opening a notebook and creating new note doesn't finish
After I had Zoho Notebook open for a longer time (hours) and I want to create e new note after opening an notebook the empty workspace for the note shows up with 3 dots in the middle but no title or icons appear at the top. The only thing that works is closing the application as a whole, restarting and redo the actions. Then it works. Has this been reported before? It is not blocking but a bit frustrating if you quickly want to jot down something on a note in order not to forget....
How to forward an entire ticket to another customer?
In our business we often deal with realtors and their customers. Sometimes a customer puts in a ticket and we have back and forth conversation. The realtor then emails us and asks us for the copy of the ticket resolution. What is the easiest way for us to forward all the public comments/replies between us and the customer to that individual? Is there a way to add a second customer to a ticket so that two customers can see the ticket? We don't want it to be public where anyone can join, but we do
Light users should be able to respond to small number of tickets per month or year
I would like to see light users be able to respond to a small number of tickets - something like 5 to 10 tickets per month. Use Case: We use a help desk to manage requests for client services - the support team are full users. We have 3 supervisors/managers that would be light users, but OCCASIONALLY respond directly to clients. It happens rarely, so it doesn't make sense to have them be full users. [For example, our General Manager is a light user, and responds directly to a few (<10) tickets/year]
Data Transferring
Hello , I am Transferring all the data to Zoho from 2017 Till Now . Can i record all sales invoices for 2017 , 2018 and 2019 first , then i record all the payments ( 2017 , 2018 & 2019 ) and expenses ( 2017 , 2018 & 2019 ) .. or it will effect the financial end closing Best Regards
Recurring Invoices
Hi, my business operates 99% recurring jobs on a two or four week schedule. I can set the recurring invoices for two weeks but not four. Monthly is no good as there are more then 4 weeks in a month. What can I do? thanks!
Upload a Photo for a Employee
Hi, I tried to upload the employee photo while I'm editing the employee profile. In the module I have the photo upload box (see below) but once I enter in one record I do not have the possibility to upload it (see below) Is it a limitation, a privacy rule or I'm doing something wrong? Thank you Giovanni
After changing Instagram's password the account won't reconnect.
We had to change our business Instagram password so we needed to reconnect Zoho to instagram. It brought me to the page to reconnect, I logged in, allowed the permissions and then an error popped up asking if i was sure this was for the same business brand. Disconnected Instagram to reconnect fully and it will not allow it. Pop-up says to wait while it loads, then brings me back to the social channels page and asks if i want to connect instagram.
Blank screen on an Ubuntu client prior to logon.
Connecting to an Ubuntu 19.10, all I get is a blank screen (in Zoho). Once I log in to the system, I am then able to see the remote desktop. I am currently using GDM/Gnome.
Não conigo receber amail
Bom dia. Adquiri um domínio e hospedei mei email no Zoho. Consigo enviar emails normalmente, no entanto, quando envio emails para minha conta, surge a informação de que o endereço de email não existe. Gostaria de informações sobre como proceder a correta configuração para que possa enviar e receber emails corretamente.
Lost verification code
I had the unique zb******* website code to verify my domain address; but i need the code again to set up the email after moving my domain from godaddy to wordpress. Where can I find the code?
INACTIVE ACCOUNT
i have an old account with the name of shaheryar.alim@zoho.com i try to recover it since ,i don't use it from a long time but it says inactive? can you guys activate this account for me?
Excel export missing projects
EAch time I try to export all projects the file output only has 2 projects in it (out of +20). What am I doing wrong!?
Out of hours notifications
HI Support Is there anyway to script out the business hours and holidays into the out of ours notification that customers receive. It is easy to set this up statistically but it would be nice to have it automated so that if the business hours change the email template reflects this and also as the year moves on it lists out on current business holidays not previous ones Something like below . Upcoming UK holidays Please Note the UK office will be shut on the following dates December 25th 2019 December
Query Table for MTD, QTD, YTD sales
I have a table sales_history with columns Region, Group, Invoice Date, Extended Price. I’d like to have current MTD, QTD, YTD sales grouped by Region then by Group. Appreciate someones assistance with a query. Region East MTD Sales QTD Sales YTD Sales Group 1 Group 2 Region Central Group 1 Group 2 Region West Group 1 Group 2 Region International Group 1 Group 2
Release Notes
General issue across all Zoho products that's consistent with most software products on the market. It would be extremely useful to publish release notes (which are completely different than "What's New"), especially on this product. We would use this product but are looking for specific fixes and features before we could ever consider using the product for production. Other than constantly getting trial logins or sending notes to support, there's really no way to do this.
Video Tip #5 - Configure your Team settings
Hello everyone, We're excited to be back with our video tip of the month. We hope these tips help the WorkDrive community learn more about the important features of your online collaboration software. Zoho WorkDrive is designed to customize and suit your organizational policies. Basic team profile settings can be configured to enable or manage restrictions at an organizational level. Decide who gets to create Team Folders, share content externally, or download files to their devices We hope you
CRM create/modify-specific field permissions
We have a new field, which is a dropdown, and the field is mandatory. So it will be filled in upon creating a new record (account). We would like to prevent that this field is modified later. We want to use this field to determine the territory an account belongs to, and because of API integrations it is essential that the territory does not change. How can we set that up? I can only find documentation about general write permissions for fields, but we need separate field permissions for creating
"Accept" or "Decline" Estimates without Client Portal access
Is there any way to eliminate the need for having the client sign in to the Client Portal in order to accept or decline an estimate?
deluge question
Hello, I want to delete all records in a report containing a given string in a Lookup field every Sunday. I can't get the script working. I've tried multiple ways, without success. Could somebody help? Custom Schedules => Deluge => delete from <FORM> [<Name Lookupfield>.contains("<string>")]; Thanks in advance
Analizar contenido mail y exportarlo según contenido
Hola a todos, Recien he comenzado a jugar con los filtros de correo, He creado un filtro que analiza el contenido del mail si contiene una determinada palabra X, si esta condición se cumple lo marca como importante, me crea una tarea y hasta aquí bien, pero las acciones solo me ofrecen la posibilidad de guardarlo en Workdrive, en Dropbox, etc si tiene documentos adjuntos. ¿Existe alguna manera de copiar el contenido y guardarlo por ejemplo en un documento Writer? me refiero a si esto sería posible
Enable status update even in blueprint
Custom function are very usefull to update the candidate status when an interview or a job opening status is updated. However, it's currently impossible to update the candidate status when it's engaged in a blueprint process... Could you please allow the update from custom function even if a blueprint is activated ? Why it can be interesting ? There is a concrete example: Candidate status are completely manage with blueprint even when associated with a job opening. However, when a job opening is
Not receiving catch all email or alias emails
Have a single email address set up, am attempting to receive emails as a catch all and include those in forwarded emails to another account. This appears to not be working. Tried setting up an alias for the mail account in an effort to forward those emails, this appears also to not be working. Emails sent to either a catchall or the alias are never delivered and are also not rejected. Please advise. UPDATE: After posting this I had a number of emails that I had sent show up in the mailbox. They
SUGGESTION - Integration with Excel via Add-On
My team and I have been using Zoho creator for about 6 months and we see a great opportunity in developing a MS Excel Add-On to sync data. What we mean is an Excel Add-On that manages connections between Excel and the online DB. We developed a bunch of Excel reports based on tables from the Zoho Creator DB. As of now, we simply export the tables and we copy and paste them into the excel report. This is not a great way of sharing data because mistakes can occur during the process compromising
Canned Messages with multiple users at once. Who has contacted who?
My question is when we have multiple agents online at once and they are sending out canned messages to prospects who are online but haven't responded so a chat isn't started yet. How do we know which prospects have had a canned message sent to them and which ones haven't. Is it possible that our agents are all sending canned messages to the same prospect in an attempt to start a chat with them? Thank you, Matthew
Integrate IndiaMart with Zoho CRM using API
Can we integrate IndiaMart with Zoho CRM using API ? We are not interested to use marketplace extension.
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