Please add international shipping option
We have USPS integrated to the system. everything works fine BUT international shipping is not available, AND tech support confirmed it even not a plan to add on for now. Could you please add this to your soon-to-be list? Thanks!
Getting tickets from ZOHO API V2
Hello everyone, I am trying to get customer tickets for showing them in our shop interface. I have access token. After that i post fetch this url: https://www.zohoapis.eu/crm/v2/Tickets/search?email=".$email I cannot receive the results, as it says wrong module?? On api V1 it worked, but we must use V2 since you are shutting down V1. ANy help here?
How do you keep track of all your workflows and custom functions?
Hello Team and Hello Community, Just want to know the best practices on how to keep track on all workflows and custom functions you have in CRM. In addition to workflows, we also have After Transition tasks, workflows and custom functions in our BLueprints. Reason I asked is that, I ran a custom function mass update and I mistakenly forgot that I have a workflow that will trigger every time a Deal is edited. End result was most of our Accounts had their billing addresses removed :( I know I should
CRM Deals Kanban
Hi, is there any way do select a numeric field for "Aggregate by" in the deals module of CRM? the help file sais you can aggregate by currency or numeric fields - however it is only letting me select the currency fields (and not a custom numeric field). - Thanks
Problem select Opportunity Layout when converting leads
Hi, In the Opportunity (Potential) module, I created 2 layouts In the Opportunity Settings. The 2 layouts are assigned to Adminitrators and Standard profile. However, when I want to convert a leads to a contacts and create an opportunity, I'm not able to select which layout... I can only select layout "a"... As an Administrator, what am I missing ? Thanks
Create charts / reports from pivot or summary tables
If reports or charts can be generated from the pivot or summary table, it would make analysis a lot simpler rather than to create views using the query table which is time consuming.
Versions of ZOHO - Pricing on contact manager?? Getting different prices
Hi guys, I googled social zoho and it came up contact manager - I was already signed in to my free zoho crm. I pressed the trial button and it showed me it had worked - but the dashboard looked different and it had the social tab, which i wanted. For example, my activities and contacts already in - I couldn't see. After the trail this would cost me £12 per month which i am fine with. I then closed down the browser and the next time I logged in (with the same email and password) I got my original
Zoho CRM Android App: Multi-language Support
Hello everyone! We are glad to announce about the new features and enhancements that we've brought into the latest update of the Zoho CRM Android app (v3.3.52). ** Zoho CRM App is now multilingual with support for 20 languages. Below is the list of languages that are supported in the app. • English [British] • French (Français) • German (Deutsch) • Spanish (Español) • Japanese (日本語) • Chinese [Simplified] (简体中文) • Dutch (Nederlands) • Portuguese [Brazil] (Português [Brasil]) • Turkish
How filter item based on created time ?
Hi there, I am using zoho books api v3. and I want to filter a item based on created time so which filter i need to pass ? I already refer a documentation but can't find any solution?
Advice Please
Hey everyone, We are a small company with a tiny sales force and we have a subscription to the CRM. I have a basic question, hoping for some advice. In order to get things moving I want to be able to have my salesman do this and and then I want to be able to track it. So may salesman walks into to either an established or new account. Has a conversation about a new product - customer wants a quote, you get the drift. Where is the best place for him to store that basic info along with the notes so
New UI Updates in Zoho Inventory
We have split the Contacts module into Customers and Vendors. These are now positioned along with the Sales and Purchases modules in Zoho Inventory and the functionalities are divided accordingly. Important Note: These changes are currently rolled out only to a few organizations. It will shortly be available in all the Zoho Inventory organizations. Benefits of splitting the module: Reduces Clutter: Currently, the Contacts module is cluttered with the details of both customers and vendors, all saved
Account is inactive
Hello, I am trying to login to account support@mmieurope.cz but it says it's inactive. Can you please help? It's very urgent. Thank you!
Recipient address rejected: Greylisted
Hello! Attempting to send to one of the e-mail addresses returns a message: 4.7.1 : Recipient address rejected: Greylisted, see http://isg.ee.ethz.ch/tools/postgrey/help/promys.pl.html What's the problem? We urgently need to be able to send emails to this address! Regards, pm
Campaign Mailer being marked as spam in recipient Inbox
I am trying to clone and resend one emailer that I had sent earlier with some minor content changes. When i tested it on Zoho mail, it's landing up in Spam, and on a Gmail account it's going to Promotions. Please help.
New Features rolled out on Oct 16, 2019
Introducing Data Snapshot We are happy to introduce the Data Snapshot feature. This allows you to capture and maintain historical data from a report. Data Snapshot periodically snapshots the data from a chosen report, and stores them in a table, for historical report creation & analysis. Let's say you have a report for Leads by Source and Status. With Data Snapshot, you can track the change in leads' status every month, week, day, or hour. Click here to learn more on Data Snapshot. Get Dependency
Backup or Export of Attachments with data (Critical)
Hello all, I picked Zoho for it's super quick front side development tools for an innovative multi user, commercial energy building inventory collection tool. A large part of the inventory is a visual reference to the data collected. Once complete, the data AND photo's need to be exported/harvested out of the system for analysis. Currently, the backup feature is the only thing that is getting close to grouping data for export but no attachments are included. This is a critical deal killer. If
Emails not working
Hey, For almost a week now my emails have been down. I cannot see what the problem is or where. As a result my website which uses the email to verify with has been suspended for 15, which means i need to get emails back up and running asap. I have tried several contacts but no one answering, could someone look into this please?
Disposable / Once-Off Billing & Shipping Address
Hi, some orders we have are placed on our online store. And we do not want to create a customer record for each customer, so basically, like having a Cash Sale account. The thing is, each customer obviously has a different Billing/Shipping address. Can
Create event inside mail does not work.
When viewing a mail (desktop webmail app, in Chrome) click a date in the mail, popup opens, choose "Create Event", set date/time, click Create button, popup goes away. Event is not created because the following errors in browser console... POST https://mail.zoho.com.au/zm/cal/ae.do 400 (Bad Request) (anonymous) @ VM250:1 ZCL_XHR @ zmscal.js:1 ZCL_detailObj @ zmscal.js:1 ZCL_saveDetCreEvent @ zmscalpicker.js:1 (anonymous) @ zmscalpicker.js:1 dispatch @ zmlib.926ccb021cad78ec090be65827b9957f.js:1 y.handle
Make fields like UPC and EAN (and custom fields) available to PDF templates
Good day, Currently, it's not possible to present certain fields like UPC, EAN, and custom fields on PDF templates. Some of these can be quite important. Is it possible to soon make these available to the template system? Thank you! Chris
Quote Templates
Our company has been using Quote and Invoicing templates for years and we need to import the HTML code to create templates with the same look and feel to which our customers are accustomed. We have tried the templates supplied with Zoho but our customers are complaining as its confuing for their staff. How can I import HTML code to create our own templates.
Problems receiving email
Dear Zoho I don't receive emails today. And for weeks so that the mail arrives on my cell phone I must first open from PC. It was not like this in the past.
display an image that I uploaded
I have been trying to create a display for an image that was uploaded. I have found this workaround (its 7 years old) but I can't get it to work. Im not sure if it is my inexperience or what but I could use some help! https://help.zoho.com/portal/en/community/forumHome.do?forumGroupId=2266000000002001&forumTopicId=2266000000011648&highlight=file+upload+url&sid=d3a4f81d9f4c1cba5f4b410f7ba70bff I would appreciate any help - thank you!!!
Delete Email Address
I have email address' that auto populate when sending a new email that are old and I would like to delete those. Can anyone tell me how to delete those so they do not populate?
Customer paid ₹0.60 less
My customer was supposed to pay me ₹562.60 by he paid me ₹562 and didn't pay ₹0.60 I have recorded the payment, but now the invoice is showing ₹0.60 balance due. I have considered the payment as full and final. What should be the accounting treatment in this case, and how to do that in Zoho Books. Thanks in advance !
Workflow Advice: Most payments from PayPal
Hello ZB Community: I've been using Zoho Books after migrating from Quickbooks for about a year. I enjoy the visual experience and the power of the tool, but I'm always questioning if I'm doing the right thing to make use of Zoho Books. Since I'm largely a one-man shop, speed of "doing the books" is very important to me. Currently, my workflow looks like this: 1. Website Orders generate PayPal payments 2. Create a Customer Payment from the "Banks" view of Zoho Books for the PayPal transaction feed
Messages disappeaaring from Trash
The Trash folder is only holding 2 weeks of messages. I cannot find anyplace where the capacity of trash is set. Nobody is emptying the folder. Any thoughts why this happens? Ron
Problems receiving emails
I have just transfered my domain from godaddy to 1&1, change MX records but still not getting emails. MX test shows there is no dns entry for my domain. Can anyone help. Thanks
Feature Request for SalesIQ
We are absolutely in love with Sales IQ so far. We are in a trial period and I have already been able to generate two sales leads from customers visiting our website while I was playing with the interface. Through using it however I encountered one area I would like to suggest a feature for. I have been initiating the chat contact myself if people have been on the website for more than 30 minutes or an hour. Two of the people who I initiated chat with did not respond, but rather called directly
Question logic to work across pages
To whom it may concern, Our survey is to designed to help capture scientific data and trends in order to determine the extent of a major Australian virus. At present there is no known statistics collected by government or researchers on the incidence of virus contraction for the majority of circumstances, as the government only allow a very narrow set of circumstances to be taken into consideration. This means that the statistics on the number of people who are actually infected, is potentially much
Zoho CRM - Mail Merge Issues
Hi Support, I am having several problems when attempting to create a merge document in Zoho Writer for use in Zoho CRM. Situation: I have created a multiple page merge document in Writer. This contain a header with images as well as tables. The format is fine before I merge. Problem: 1. When I merge the document I lose the image in the header and the alignment of header text is corrupted. I also lose tick box images in the body of the document. 2. When I convert the merged doc to PDF or MS Word,
Conditional Autonumber Field
Hi Everyone! I have a Business Check module in Zoho Creator. The form has an "Account" selection field, with the following workflow, while record is being created, on success: if(Account == "Operating") { input.Account = "70XXXXXX"; } else { input.Account = "42XXXXXX"; } The code above outputs the correct account number on the Check Record Template. The form also has an Autonumber field for the Check Number, which is also displayed on the Check Record Template. Question/Problem: Since we are using
Inviting you all for Zoholics Canada, India and Saudi Arabia!
Dear customers, We are delighted to inform that Zoholics, our annual user conference is all set to unfold in Canada (Nov 6th-7th), India (Nov 19th-20th) and Saudi Arabia (Nov 19th)! For registration and other event-specific details, you can visit the following pages: Zoholics 2019: Canada Zoholics 2019: India Zoholics 2019: Saudi Arabia All of these events have sessions for finance to help you streamline your back office operations. You can also book slots for exclusive one-on-one discussion with
Inviting you all for Zoholics Canada, India and Saudi Arabia!
Dear customers, We are delighted to inform that Zoholics, our annual user conference is all set to unfold in Canada (Nov 6th-7th), India (Nov 19th-20th) and Saudi Arabia (Nov 19th)! For registration and other event-specific details, you can visit the following pages: Zoholics 2019: Canada Zoholics 2019: India Zoholics 2019: Saudi Arabia All of these events have sessions for finance to help you streamline your back office operations. You can also book slots for exclusive one-on-one discussion with
"Leads" or "Card Scanner" App?
Hi Guys, We're going to deploy a card scanning app to our business development force and would like clarification on WHICH of the two apps provided by Zoho would be best? They seem to do the same thing; except one is sold for "free" (the card scanning engine is a 4.99 add-on) whilst the other is 4.99 out of the box. Is there any difference between the two? Other than the badge scanning - we do not use that feature. Do they use the same version of the OCR engine? Are they equally actively developed?
Zoho Forms "From" Email Address
Hello, I have a suggestion for an enhancement. I'm in the process of creating a Zoho Form that would generate a help desk ticket in Zoho Desk through an email, when submitted. I'm doing this because I want the ticket description to include the email body, instead of integrating Desk and Forms and having to create a bunch of custom ticket fields. It would be nice if I could pull the "From" address out of the form in the Email & Notifications settings, so it uses that email instead of mine or notifications@zohoforms.com.
How create new organization tab in ZOHO One
How create new organization tab in ZOHO One : It is used to organize all apps in convenient way for users and it help you to keep your apps organized, identify and pick apps easily. And apps placed in Organization Tabs will be visible to all users who have access to it. Follow below steps to create Organization Tabs... First, You need to login in ZOHO One account/portal and after that please follow below screenshots steps.
How create new Personal Tabs in ZOHO One
How create new Personal Tabs in ZOHO One : It help users organize apps based on their own preference and convenience. Follow below steps to create Personal Tabs... First, You need to login in ZOHO One account/portal and after that please follow below screenshots steps.
cant add an user, message says "this user already exists in your organization"
I am trying to add an email user, that was already deleted from g suite, but still says "this user already exists in your organization", anybody would help how to solve this problem? Tks Caroline
How do I search contacts by account parameters (EntityId) (C# API v2)
Hi, I can't GET Contacts for a specific Account. We have this : ZCRMModule module= ZCRMModule.GetInstance("Contacts"); BulkAPIResponse<ZCRMRecord> response = module.SearchByCriteria("(Full_Name:equals:FULL NAME)"); But i need as Account information (example) "Account_Name": {"name":"Patricia""EntityId":"425248000000104003"} I don't know how to build the condition?
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