Feature request : Add Share options to Cliq from web/desktop app
Hello , You have recently introduced an integration with Cliq, that allows users to create notebook and notes from Cliq to Notebook. From the Notebook app on Desktop / Web; we can only share a link or email a note . Could we have the following : - from the bots in Cliq ; the possibility to retrieve and share notes on Cliq - fro, the webapp, deskptop : the possibility to share to cliq channel or contact from At the moment; we have only these two options : Thank you, Regards, Victor MdS
PLANTILLA FACTURA ZOHO BOOKS
Hola a todos. Tengo el siguiente problema con la plantilla de factura en zoho books. En la edición de la plantilla de factura elijo marcar el campo DESCUENTO en la zona de Tabla de Artículos, en la vista previa esta columna si aparece, pero al momento de crear una factura la columna DESCUENTO no aparace, tampoco aparece cuando la factura está creada (tampoco en PDF). Ver el archivo adjunto. muchas gracias Alberto Lara
Not allowed to create new user?
Hello, I am not able to create new mail users eventhough I am the administrator of the domain. ( see attached screenshot) My domain is NOT a free domain which might be restricted, so I am wondering why I am not able to create new users after I deleted some old users?
Enabling invoice payment in Zoho Creator
Hi, I am trying to execute the following: Generate invoice > add payment button to the invoice with a Forte payment Gateway (already configured) > email invoice to a customer > customer pays directly through the invoice. I know how to create the invoice and populate the customer information. Im having difficulty integrating the payment function into the invoice so that it can be sent as an email. A tutorial or series of steps on how to do this would be fine. Thank you
Zoho Project unable to load tasks across zoho
Recently, I faced a weird issue in Zoho Project in which no task from any projects were able to get loaded. This brought a halt to my organisation operations as we manage everything from zoho projects. It took Zoho 3 days to fix the issue. Additionally, in Zoho analytics all the reports crashed and landed in trash as they were all connected with Zoho projects. This is disastrous. Did anyone else faced the same issue ?
You're approaching the monthly CRM sync limit of 50 syncs . You can initiate only 3 more syncs this month.
Hello, I Recevied this message today : You're approaching the monthly CRM sync limit of 50 syncs . You can initiate only 3 more syncs this month. But I dont understand : I have configure 6 list to synchronise daily whith Zoho CRM. And in the panel Limit of synchronize, it write : Remarque: Les limites de synchronisation s'appliquent pour les synchronisations déclenchées par l'utilisateur. Elles n'incluent pas les récupérations de données automatiques. A synchronise daily, it a synchronize automatique
How to Add multiple receptionist in one email?
I have a few clients who have 2/3 emails and need all content forward to all How to do this?
Cómo crear un formulario Web con seleción múltiple anidada
Buenas tardes, deseo crear un formulario web en el cual yo pueda seleccionar varios campos y que al seleccionar un campo me salgan más opciones de selección.
How do I fetch data from two forms into a third form?
I'm new to creator and am setting up forms for a seed bank. I have three forms:Collection, Storage, and Withdraws. On the Withdraws form I want to fetch data from both Collection and Storage forms based on the user input in a lookupfield with unique values (this field is on all three forms). I set up the Storage form to fetch specific fields from the Collection form, and thought I could just daisy chain and fetch all the necessary fields for the Withdraws form from the Storage form, but it doesn't
Formula field, Data values to numeric value
I need to write a formula that will take a data field value from picklist assign it a numerical value and update the formula field with that value (score)
how to edit my post on zoho after i posted
I posted something and i couldn't find a btn to edit it.!
Layout problem when my campaign is forwarded
Hello, Sometimes, when people forward an email designed in Zoho campaign, the layout gets all mixed. It seems that the boxes and spaces are not kept. Is there a solution for this? Does somebody else had a problem like this? Thank you,
Functions Version
Hello, Checking the new version of Zoho Creator, I noticed that we start having code versions for functions. This is an important features on each software product, which I highly insist on adding it to Zoho CRM also. Looking forward to your reply.
Can send emals but not recieveing any
Hi, I've finsihed defineing the MX records according to your instructions and I was able to send out an email but when trying to get emails nothing comes through. Can you please check this or let me know what is wrong
Extended Mail Merge Fields
Is there a way to create a template that will take mail merge information, and "reach" somewhere else for the input? We have a custom module that contains many fields of information for each record. The record is an object we are selling with the fields being attributes or features of the record. The fields within the record are very short, basically describing a SKU. We would like to create a template that allows us to create a proposal of the record to send to customers. The template record ID
200 alerts per day — ridiculous!
I was really hopeful that Zoho was going to fulfill my CRM needs — but the more I evaluate the product the more it seems like nickel and dimeing. I'm on the Professional tier which I hoped would provide me with the firepower to at least run some basic automation. As I found out yesterday, simple date-based workflows are not included in anything but the top (Enterprise) tier. Just now, I received a system generated email to announce that I have reached "80% of my daily alert limit" — which is apparently
Create customized Deal/Potential/Lead from Email Parser
Hi, trying to create a potential (which is a copy of the original potential with lot's of modified fields) by using the Zoho Email Parser. But the customized modul is not shown at all. Secondly I tried to use the lead module in Email parser, but the modified lead modul is not shown I can use only the values from the original one. Does anybody have an idea how to fix this? Regards Peter
Tracking the Value of Individual Products Sold
Any best practices or suggestions for tracking the value of individual products sold for won opportunities when most deals include a package of different products? Context: - we have about 20 products, in 5 different product categories - the products themselves don't change very often, but the prices for each product may change in a given deal - our business is content-driven, so the products are things like "article" or "video" or "infographic" - although not sure that matters. - we have all these
How to know lead ID
Hi, I'm developing a WooCommerce plugin for Zoho CRM, and I'm stuck in this question: I want to do a lead -> contact conversion when a lead purchase something trough WooCommerce. Have looked in the API documentation and I must send the Lead ID in the API call. How can I retrieve the ID of that Lead (I just know the email, first name...)? Thanks in advance.
Marketer's Space: Signup form - Automating the onboarding process after a form submission
In the previous post, we learned about pushing leads to CRM after a form submission. In our final post of the series, we'll learn about automating the onboarding process after a form submission. This can be achieved by associating a signup form with a workflow. When you do so, leads who sign up will be pushed to the workflow, and the corresponding action will be executed. How to associate a workflow with a signup form Select a signup form and go to Automation Tools subtab. Select Push to workflow
Credit Card balance shown as a positive figure when it should be negative
Hi there, I have made purchases on my credit card. I have to import the transactions, and, as per the instructions, set the expenses to a - and payments I make to pay off the card as a + . Note: this same problem happens when importing QIF files. What happens is that the expenditure is correctly marked as a withdrawal, and me paying off the card is marked as a deposit. However, int he Zoho dashboard, the card is given a positive balance instead of negative. Currently, I have £740 waiting to be paid
Organization address not display in final PDF (from Zoho Templapte)
Hello, I have setup the Organization Address Format as following: Settings > Preferences > General: ${ORGANIZATION.STREET_ADDRESS_1} ${ORGANIZATION.POSTAL_CODE} ${ORGANIZATION.CITY} ${ORGANIZATION.COUNTRY} The address is correctly displayed in the preview page. But I have notice that the final PDF sent to our customer doesn't display the full address as setup. Only the country is there. I tried with all templates available, dans checked the "Show Organization Address" box. Only the country is displayed,
Pasting screenshot/image to a Public/Private Comment
Can you add the ability to allow us to paste a screenshot/image into a private or public comment? I know we can upload them to a ticket Reply but it doesn't give us that same option for a comment.
postman cannot get response
I'm trying to get zohocrm data with postman.But I have some problems in practice.This is a screenshot of my operation in postman. the client_id & client_secret is right.I got the code from self client.I entered the request address, but I couldn't get the data.
Zoho mail reminders
Hi. I normally set a lot of reminders for the emails received and sent. And others for the tasks or flows. I would like to know if it is possible to find all the reminders set in a specific way so to quickly dismiss those that are no more necessary (not controlling each email....). Thanks
send email to a distribution list?
how do I setup a distribution list in zoho mail so I can send to multiple people at one time?
Expired Date Calculation - Purchased Date + Packages
mp = Map(); mp.put("Packages",expdate); mp.put("Expiry_Date",installdate.toDate().addDay(expdate)); update = zoho.crm.updateRecord("Accounts",accid.toLong(),mp); info mp; info update;
Tip of the Week: Task Dependency
Task Dependency - a feature that allows the users to establish dependency / linking between tasks within the project. Points to be noted with respect to this feature: Task Dependency can be set only from the Dependency View section within the Tasks & Milestones module Tasks setup with duration (start & end date) will only be displayed in the Dependency View The supported dependency model is Finish to Start Dependency can be established only between the tasks in the same project A task can be dependent
SPF confirmation and CNAME failure
Hi SPF: The Mail Admin Tools conflict with the SPF authentication verification. The Tools shows SPF as verified but the SPF verification shows as not verified. What going on? Which one do I believe? Also both mxtoolbox.com and whatsmydns.com show SPF record is verified. CNAME: Both mxtoolbox.com and whatsmydns.com show CNAME problems yet I can use mail.ajprinters.com.au. What's the problem here? Thanks
Weather API function
Hi All, I am looking at creating a function for a historical weather api. I have not had much programming skills in relation to html, JSON, etc. I was looking to have a date and use the added location or IP address in a form from that date to then bring up a small weather report. (Temp, Wind Speed & Wind Direction) I have looked and can only find a previous topic from 6 years ago. Is there anything updated or has anyone got any experience in this that they can help? Dave
A 360 degree view of sales automation with Zoho CRM
Sales automation frees up your sales reps' and managers' time by having the software take care of frequent tasks they'd otherwise have to do manually. Setting up the whole thing in your CRM might be time-consuming at first, but in the long run your business, sales team, and bottom line will benefit from it. Sales automation: Increases your sales reps' productivity and performance Prevents errors in your sales process and speeds it up Reduces turnaround time, allowing you to deliver good customer
Using keyboard to enter a comment in a case and lack of keyboard short cuts
In Cases, if I want to enter a comment (not a note), I used to be able to press the Tab key then either enter or spacebar to submit the comment. Something changed a few months back where I now have to use the mouse to hit the Check mark icon. Any idea on how to do this with the keyboard? My biggest problem with Zoho CRM is how dependent it is on the mouse. I feel like every time I have to reach for the mouse, it is lost productivity. I want to keep my fingers on the keyboard as often as possible.
Ampliar funciones del nuevo LMS de ZOHO
Hola Comunidad, quiero dar la enhorabuena públicamente a ZOHO por el nuevo lanzamiento de su LMS para empleados, creo que es va ha ser una gran herramienta. Pero aprovecho también para dejar esta sugerencia, porque dejar esta herramienta solo como LMS para uso interno de empleados... ¿Porque ZOHO no crea una plataforma abierta de LMS que nos permita a muchos crear una academia online y vender contenidos y formación? Yo actualmente tengo una academia de formación online que he tenido que montar con
Zoho BOOKING- Register offline payments
Want to know how do I register an offline payment eiather on free, basic or premium.
Issue with downloaded Probability Reports
When I conduct an Excel download of my Deals Proability Reports, which include "amount" and "expected revenue", my amount and revenues are not downloading as "numbers" and as such I have to individually convert each cell to a number in order to run my calculations. Is this a Zoho problem or am I missing something? Thanks.
I need to have a bot built....
The bot would be a fill in the blank intro. (Name, phone, last 4 of SSN, reason for contact). I would like this to be during online hours, and another bot for offline hours (Name, phone, email, Call me back or email me back options).
Is there a way to add a high priority to chats
I was interested to know if there was a way to set a flag on an account, and if they were to chat in we would be notified this customer is high priority, either with a popup or by changing the chat a different color so it can be distinguished from other chats? If this is not available can you please send this to the devs as a request.
Admin to access user's drafted email campaign
Hi, I drafted an email campaign as a user. How can the admin access my drafts? Thanks
Send Email from Journey at Specific Time
I am setting up a Cyber Monday promotion and I need to send an email specifically at midnight on Cyber Monday. All of the timing options I can find in the journey are based on an action plus time. How can set an email to be sent on a specific data and time?
Calculate Age with D.O.B
Create Custom Field D.O.B Then grab the Formula Field as Age Put the formula as follow Datecomp(Now(),${Contacts.D.O.B})/(60*24*365)
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