Import or auto-migrate Community in ZOHO Desk
Hey there, I have been trying to find a solution myself, but it seems like i am not able to. Hopefully someone can help here. We are migrating to ZOHO Desk and want to move Questions and Feature Requests to the Community. Previously they were tickets in Jira Service Desk. My questions are now: 1. Can I direcly import "Topics" to the Community? 2. Can I convert Tickets with the Classification "Question" to Topics upon creation? 3. Does anyone has another idea that could help? Thanks in advance. Laura
Creator Change Title Housing Forms and Reports
How can I rename the portion highlighted in red in attached image
5 Ways to pull off holiday events like a pro using online forms
Hello fellow form builders, This is the fifth post of the five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season. Holiday events are suppose to be fun, and so is hosting them. So if you are overwhelmed and it seems like your event organizing is all over the place, then something has gone wrong. Yet, sweat not - we've got you! The entire event planning process can be made easy by automating
userToken in ASAP Mobile SDK
Hi, I've read ASAP Mobile SDK in here : https://www.zoho.com/desk/developers/asap/mobile-sdk/android/authenticating-users-in-the-sdk.html#android_authenticating_users_in_the_sdk Can someone explain how to explicitly get this token to access features in ASAP Mobile SDK such as My Tickets, LiveChat, etc? Currently the documentation seems unclear to me like this : userToken is the encrypted unique information that identifies the user (email address, for example). setUserToken is the function that inputs
Budget for recurring project
How would I budget for a project that resets each month? For example a project that allows 100 hours per month. I need to make sure I stay under that each month, but have not found a good way to do this. Thanks!
Update my code from API v1 to v2
Hi guys Ive got a simple form that when submitted inserts the form values into Zoho. The Zoho code is very simple: $curl_connection = curl_init('https://crm.zoho.com/crm/WebToLeadForm'); curl_setopt($curl_connection, CURLOPT_CONNECTTIMEOUT, 30); curl_setopt($curl_connection, CURLOPT_USERAGENT, "Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.1)"); curl_setopt($curl_connection, CURLOPT_RETURNTRANSFER, true); curl_setopt($curl_connection, CURLOPT_SSL_VERIFYPEER, false); curl_setopt($curl_connection,
Zoho Projects Forum View Options
Good Day, It will be useful to be able to view the Forum threads from newest to oldest.
Add A dial on Pie Chart
Hello Guys, I am super new in ZOHO analytics. I want to add a dial visual on Pie chart. How can I add a dial ? If there is any solution, then please share with me. I want this type of Dial on Pie Chart. Thank You !
Thank you for making Zoho CRM the world's favorite!
This is the season of gratitude, and we'd like to thank you for making Zoho CRM the world's favorite CRM–powered by the love of over 150,000 customers worldwide. How? Zoho CRM is consistently recognised as one of the highest-rated CRM applications by our users, and we've received several customer choice awards as a result. This year, PCMag surveyed their readers for their opinions on CRM software, according to which Zoho is the most recommended CRM and the only one with a positive NPS score among
Import e-mails to Zoho Recruit (from Pipedrive)
Hi all, we use the ability to BCC e-mail communication with candidates extensively in Pipedrive. Now we are thinking about migrating Recruitment to Zoho Recruit, Is there an elegant way to also imort the BCC e-mail communication with candidates? I tried to upload a CSV file, but it does not offer me the module "emails" to import the data Our setup: * Google Apps * Pipedrive with >20.000 contacts * Zoho * Zapier * Skyvia (for Pipedrive data export in bulk) Thank you Jens
Permission calendar sync
I can't synchronize the google calendar from a standard user, I get permission error
Tip #3: Recibe actualizaciones automáticas de registros importantes con las reglas de seguimiento
Tips & Tricks #03, adaptado de Pavitra Jothi El tip de esta semana de nuestra serie Tips & Tricks en español se centra en recibir actualizaciones automáticas en aquellos registros que más te interesan y que requieren de tu atención. En situaciones en las que se maneja una vasta cantidad de registros, la probabilidad de que te pierdas algo importante aumenta. Podría ser cualquier cosa: Un muy buen trato que podría ayudarte a alcanzar tu objetivo del mes y que requiere toda tu atención. Un prospecto
Add parent form fields to subforms pivot report?
Hi there! Is there a way to add the fields from a Form when creating a pivot table based on it's subform??
Tips and Tricks #23: How to avoid errors while importing data in bulk or migrating from other systems to Zoho Subscriptions
To import your data successfully, you will need to ensure that the rows and columns in your import files match with our sample import files, which can be downloaded from any import screen in Zoho Subscriptions However, even after doing this, you could still run into validation errors, which prevent your data from being imported. This could happen if Zoho Subscriptions has not been configured for the data in your import file. Here are a few examples of validation errors: You try to import transactions
Payment process - Delegates & Sponsors on Backstage
Can we accept payments - both for Event tickets and sponsorship amount using third party payment gateway like RazorPay in India? Backstage will have seamless integration with razor pay to collect and manage this process?
if Function for setting a Status with 1
Hello I have in the ZOHO CRM a status with different names ( "A - Lead Nurturing" or "Lead Nurturing beendet"). Now I wanna make a dashboard to know, how many leads have the status "A - Lead Nurturing" or "Lead Nurturing beendet". I need the formula in a pivot table, to write in the line, if the status is "A - Lead Nurturing" a number 1. If in Column "Status" is "A - Lead Nurturing" write in new cell "1" Thanks for help.
Allow Blueprint to Trigger off of any field
What I want to accomplish: Every time the stage is (C or D) and a field named "Date of Payment" is being changed from empty to ANY VALUE, I want to first validate if a third field called Buyers Name is filled in. If Buyers Name is filled in, then the user should be able to fill the Date of Payment. If the Buyers Name field is empty, the user should not be able to fill in "Date of Payment." How can I accomplish this?? It looks like when I try to create a blueprint I can only select a field that is
Cityで検索できない
https://www.zohomeetups.com/ の右上のCityでTokyoといれても日本のMeetupが検索されないですね
Ask the Experts 07 - How was your email marketing experience in 2019?
Ask the Experts is a virtual, 5-hour Q & A session, more like a live chat. You ask us your questions and our experts will help you out with answers. You are given the option to start asking your questions now, while our experts will be answering them only during the specified hours. Hello everyone, We are all set for the final 'Ask the Experts' session of 2019. This was an eventful year for Zoho Campaigns with many updates and features rolled out. In this session we will round up on the year long
Facebook Group Integration
Hi, My FB Page is an admin of Facebook Group and want also to use Zoho Social when schedule a post. Is this possible?
CalDAV not working
Hello, CalDAV synchronisation between macOS Calendar and Zoho Calendar unsuccessful. Screenshot of error attached. Please advise. K
Can a report be generated based on Stream?
We use stream feature in ZMail heavily. We’re a small foreign trade company. Everyday I receive many emails from potential customers asking about pricing. I will go through them, and forward them to different sales guys, and @them in Stream, to assign the new leads to them. I wonder whether there’s a report feature for Stream, so that in the weekly meeting, I can take this report to discuss with each sales guy, how many leads are assigned to him through Stream this week, how he’s following up, where
Can the tags associated with shared mails also been shared?
Hi, Our team is trying to hire a new team member recently. One day the boss asked how the recruiting is going on, so I filtered all the resume emails into a folder called "candidates", and called each of the candidates, and added a tag for each resume mail, such as “only wants to work part-time’, “says our office is too far away”, “not interested in product marketing and wants to be a PM”, etc. Then I shared this folder to boss, but all the tags disappeared. Is this designed like this? Or some bug
Email Opt Out Syncing With Zcampaigns Mailing Lists
If a lead's "Email Opt Out" field is manually updated in CRM does it automatically tell your mailing list in Zcampaigns to exclude the contact from a future scheduled campaigns? or do you have to wait for the Mailing Sync to occur to catch any updates?
Nov. 15 Update Profile Email
Has anyone else received an "Update Profile" email recently that redirects to an unknown URL like the example below? I am an admin on our account, and another admin received an unsolicited email that claims to be from me, and even uses my email address in the To Field of the email. I did not initiate this email and we are trying to get to the bottom of what is going on, in case somehow our account has been hacked and this is some kind of phishing malware. Thanks Dear XXXXX, Click the button below
How can I migrate the folders from the inbox from an non active user tu an active user
This user is not working here anymore, but we need the folders and the emails that this user had in the inbox, how can I migrate those folders with the emails to the boss
How do i add Deluge strings into an html snippet in a page??
Hi! I know nothing about html... I'm trying to add the current date to the html code, but i don't know how. If i put it like this it shows the text "zoho.currentdate" instead of the date. HTML SNippet Code: <%{ %> <table border="1" cellpadding="0" cellspacing="0" style="width: 20cm; height: 2cm;"> <tbody> <tr style="height: 1cm;"> <td align="center" rowspan="2" style="width: 3cm; height: 2cm;" valign="middle"> <p> <img src="https://i.ibb.co/1GbhqLd/Marca-Madre.jpg"
How to View Tasks on Android Phone?
I want to start using Zoho Mail to keep track of my all my tasks but I can't find a way to view these tasks on the mobile site. I can only view my CRM tasks, but not all tasks. I want to use Zoho mail like I currently do Google - as a central place to organize my calendar, tasks, and email. With google I can also keep track on my phone. How can I do this with Zoho mail?
Long time zoho user but new to backstage
Needed to organise an event and zoho to the rescue again. Thanks. It was all pretty easy. One question. How do we send receipts. We linked it to zoho CRM but really it was all about poor as it did not import the address. We the. Had to manually create an invoice in books etc. Is that the correct way.
Custom mail ticket
I want my clients to open an email at zoho desk by sending an email, is it possible to open the ticket by sending an email to mymail@mybusines.com? I tried putting my mail and my smtp, but I get an error in red when configuring. In the error only "!"
Zoho Recruits ideas
1. Could it be possible to update job status in mass (more than one position's status modified at once with the possibility to add note.)? 2. Could it be possible to publish bilingual job postings? Our recruits only allow one language so we have to create 2 postings for the same job but in different language. If it is not, could it be possible to atleast merge the pool of candidates that applied to one of the same positions?
Does Zoho have any tools that can be used to create a decision tree?
We are creating a decision tree script for our support agents to follow when handling incoming support. Does Zoho have anything where we could configure this and make it easy to follow and click through? I tried Zoho Creator, but I can't get it to work as I would want. My next though is Zoho Wiki where we could create links between pages to create the decisions linking to other pages of info. Anything else I'm missing?
How do I set up items to automatically adjust stock number when creating an invoice?
I have made several invoices recently and I thought that whenever I added items to that invoice it would automatically deduct that item from my stock. Why does it not or am I missing something?
How to have a button that increments a field value
I'm wondering if there is a way on a form (or, I presume it needs to be on a page, actually) where I could have a button that every time it is triggered it increments a field. Basically, a manual counter. Can anyone point me in a good direction? Thanks! Best, Brady
Show CRM users (members) on website
Hi, Is it possible to show our employees (or members) who are in Zoho CRM on our website? By embedding or linking the data from the CRM.... how might one do that?
text value in formula who use lookup
Hi, i would like to see the text value result ( and not the ID ) when i use lookup result in my formula. exemple ( client_name is the lookup field) input.client_name+ " " + input.adresse result : 10800000000 rue de la paix 75012 paris regards
Fetch and lookup fields
Hi all, I'm relatively new to Creator and am struggling to fetch a record from a linked form and return a field value as text. If anyone could advise where I'm going wrong below then it'd be greatly appreciated - I've tried to explain what I am hoping to achieve in the code. x = Role_link[Personality_email == zoho.loginuserid].Role_name; // go to Role_link form and find theentry where the Personality Email (single line of text, not lookup) matches the logged in user email. // N.B. 'Role_name' is
Approve All Records
Hello everyone, I need to approve all junk records. Is it possible or not? it's hard to give approval one by one Thanks.
Users Module List in Deluge
Hello everyone, I am using deluge function for to get users list. I can take all user list but I need to specific field For example : GetUser.get("status"); status field but it is not working. Result null Do you have any idea? Note: you can see result of code from screenshot GetLead = zoho.crm.getRecordById("Leads",LeadID); PersonelID = GetLead.get("Owner").get("id"); GetUser = zoho.crm.getRecordById("users",PersonelID); status = GetUser.get("status"); info status ;
Adding a ticket on behalf of a client while not exposing it to the client
Hi all, I have a scenario I wish to resolve here. We're using Zoho Desk and Zoho CRM, all nice and synced. When a new client is signing (we're a B2B SAAS), we will open their account in Zoho CRM, and start the integration phase. Here is what we wish to have: 1) Once the client's account is up and running, we wish to start the integration 2) During the integration, we wish to have dedicated tickets in Zoho Desk, under the client's account, but - without letting the client see or have any notifications
Next Page