Notification settings by user/team
It would be great to have Agent and Team notifications able to be managed/set at those levels. Having it at the Department level makes it hard. Example: I have a finance team under my Operations Dept. Since Finance only gets tickets once in a while, they want to be able to receive an email notification that a ticket has been assigned to them. The only way I can do that right now would be to set it at the Department level and then multiple agents under that dept get notified every time a ticket
Unable to Execute query in query table
I am trying to convert a string into integer array everything work fine in postgres but when I am trying to excute the same in zoho analytics its showing an error QUERY I am trying to achieve SELECT round(sum(ear.chainage_to -ear.chainage_from) / 1000) as diff FROM tableear ear INNER JOIN tableH H ON H.ID=ANY(STRING_TO_ARRAY(ear.Comma_Separated_values,',')::interger[]) WHERE ear.status = '2'Error I am getting Error Details: Parsing of SQL query failed. Please check the SQL syntax. Some tips:
MX records helps
I recently reached out to support for help with my email sending but not receiving. I only use Zoho webmail and when it's finally working the IOS app. Support replied with: Please delete the existing MX records in your DNS manager: dc-a3f9a0febcf8.victorymerchant.com For the life of me I cannot find this stinking entry and I have looked everywhere twice... Hosting (WHM) and domain reg. (1and1) are seperate... Any help appreicated
Conditional Fields in CRM
EDIT: See my lower post for instructions as to how to get to the "Layout Rules" section I can't for the life of me find the settings to create the newly advertised conditional fields. Can someone point me in the right direction? Looking for this: https://www.zoho.com/crm/extend/ https://www.zoho.com/crm/whats-new/ https://www.zoho.com/crm/blog/sell-smarter-better-faster.html Thanks!
Add normal field values to another form's subform
Hello, I have two forms. I’d like to add normal fields from FORM A to subform fields in FORM B. I have product details in normal fields in Form A (Product, Price, Date, Staff in charge). And I'd like to add these records to a subform in Form B. Can you help me how to do that please? Thanks in advance
How to Create a report of Accounts with no associated activity
I am having trouble generating a report that will show me accounts that have no activity, no events, no tasks, no notes, etc.. I am new to this but it seems to me a basic feature that all sales people need to know. Which accounts do I need to reach out to? I assume it must be there. Any ideas would be appreciated Thanks
Run internal workflow as Owner
How to run internal workflow as Owner in order to have correct ${userSignature} ? Currently I create in workflow for each owner a condition linked to an email template, one per owner (user) to achieve this. Too many copies! Any better idea?
Randome Spam Emails to my inbox
Hi Everyone, I am not sure what is going on with my Mailbox, everyday i get at least 10 to 20 emails from my own registered emails. Example emails: gekllokjwer Sat, 21 Sep 2019 7:09:24 AM +0530 To"admin" <admin@beetechnical.com> Tags Reply-To"\"gekllokjwer\"" <admin@beetechnical.com> Security TLS Learn more Name: gekllokjwer Email: Website: Message: Ð ÐµÑ Ð¿Ñ Ð±Ð»Ð¸ÐºÐ° Ð Ð°ÐºÐµÐ´Ð¾Ð½Ð¸Ñ Saudi Arabia Ð Ñ Ñ Ð½Ð±ÐµÑ Ð³ Ð Ð°Ð²Ñ Ð ÐµÑ Ð¿Ñ Ð±Ð»Ð¸ÐºÐ° СаÑ
а (Ð¯ÐºÑ Ñ Ð¸Ñ ) Ð¤Ñ Ð°Ð½ÐºÑ Ñ Ñ Ñ -на-Райне
Best way to work with search fields
Hello, Im creating a new simple function that creates a new record on a module. This module as 3 search fiels (one that searches the contacts, other accounts and for last opportunities), so basicly this record its associated with one account, one opportunity and multiple contacts. My question is, whats the best way to insert the ID to connect. My currrent code: cMap = Map(); cMap.put("Name",nome_da_oportunidade); cMap.put("associated account",id_conta); cMap.put("associated contact",id_contacto);
My client's email account was hacked again
Hi my client's email account is blocked. Account: facturacion Domain: supplyargentina.com.ar The account was blocked becouse it was hacked. I already changed the password. Please would you unlocked it?
Zoho Webinare in deutscher Sprache - Oktober 2019
Termine: 02.10.2019 14:00 Uhr ZOHO CRM - Berichtswesen 07.10.2019 14:00 Uhr ZOHO Expense - Erste Schritte 09.10.2019 10:00 Uhr ZOHO CRM - Erste Schritte 15.10.2019 10:00 Uhr ZOHO Books - Erste Schritte 18.10.2019 10:00 Uhr ZOHO Campaigns - Kontakt-Sync & Segmente 22.10.2019 14:00 Uhr ZOHO Desk - Erste Schritte 24.10.2019 10:00 Uhr ZOHO People - Erste Schritte 29.10.2019 10:00 Uhr ZOHO CRM - Erste Schritte Zur Anmeldung: https://www.soell-vertrieb.de/zoho-webinare Viele Grüße
One email gets instantly sent, ... the other gets a 30 minute delay via PHP mail() function
Hi, Having problem with some automatic emails my system sends to customers. One email gets sent instantly, the other email gets delayed by 30 minutes, both in same PHP script using same PHP mail() function mx.zohomail.com; spf=pass (zoho.com: domain of uk3.wpxhosting.com designates 185.5.172.158 as permitted sender) smtp.mailfrom=****@xx.com One gets permitted, which is the delayed one, and the one that doesn't get permitted is the instant one, like this mx.zohomail.com; spf=softfail (zoho.com: transitioning
How to I get my contacts into Zoho Campaigns?
Do I do a sync for Zoho CRM or Zoho Contacts? What is the difference? I tried to sync my list of 7000+ contacts into contacts in the campaign app but only 2 came over. Please help
MS Outlook Plug-in (Mac)
Hi, I've downloaded the app but if I enter my email and password it doesn't recognise it, I've tried too many times now and I'm locked out, what do I do? Thanks Philip
Account owner wants to be proactively updated on tickets for accounts they own
Hi Our account owners want to be alerted to any updates in tickets for all accounts they own. We have Zoho Desk and CRM integrated in Zoho One and all support tickets are held in Desk and are handled by support staff (i.e. not the account owner). I can create workflows to notify the ticket owner of any changes to tickets. I can create workflows to notify the account owner of their accounts. What Desk doesn't appear to let me do is to create a workflow to notify the account owner of any ticket
Keyboard shortcuts
Hi! Could you add some key shortcuts for fields with search engines like this? It's quite frustrating when you use it very often and every time you need to click on it... It would be even better when after opening Users module we would be able to just start typing and searching for a user without unnecessary clicks...
Lead nurturing made easier with email marketing automation workflows
Let's face it, there's nothing more hurting than seeing your leads drop out because of ineffective and ill-timed communication. As a salesperson, you have to don multiple hats, and it's not easy to deliver the right message at the right time for every lead. That's why Zoho CRM integrates with Zoho Campaigns, our in-house email marketing platform. In Zoho Campaigns, we've introduced drag-and-drop workflows to help you completely automate your routine communication and deliver actionable messages to
Problems with ZOHO MailChimp extensions, MailChimp and ZOHO-CRM (Plus/one) .
We are using MailChimp to get from the Websites and Webinars the customer data's and using MailChimp as "Marketing automation for this two topics. As we using ZOHO CRM, we would like to snc the MailChimp - list wie ZOHO CRM I Installed the MailChimp extensions from your Marketplace: CRM : Tab & Web tab Mailchimp is installed Connection is installed and in place The following is working : In ZOHO-CRM-MailCHimp settings, I can see the snyc. list-Name from MailChimp and # of item in the list from MailChimp
Marketer's Space: Email Workflow - Form Submission
Zoho Campaigns email automation workflows can help you automate repetitive tasks and bring life to marketing strategies. A typical workflow has a trigger (that initiates the workflow), a process (send emails, add score, assign tags), and an end of workflow action (an action to be performed after completing the process). A trigger is a component that initiates a workflow. In Zoho Campaigns, you can use the following triggers to initiate a workflow: Form Submission List Entry Open Trigger Fields Update
Is there any way to retrieve multiple records by providing their record ids?
Hi Everyone, I got stuck in retrieving multiple record details by providing multiple record ids. I need to pass in a way where multiple record ids are given as input and retrieve the details of those multiple id's. In Previous version (V1) it had List Contacts By Ids API Calls, but in current version(V2) they or not available. Reference link :https://desk.zoho.eu/DeskAPIDocument#Contacts#Contacts_ListContactsByIds so can anyone please suggest some solutions to retrieve multiple record details by
Zoho Assist - Failed to join session
Hi, We are receiving the error below when running from a Dell laptop. They are running the .exe from a local drive. Any insight to this error would be appreciated!
Zoho CRM Eventbrite Integration
Hi, I'm trying to integrate our Eventbrite account with our Zoho CRM. I have tried two options and neither work quite right and I'm looking for some advice. I am currently using the Zoho CRM Eventbrite integration available via the marketplace. It works well for us but with one flaw. Each time it syncs it updates a contact. Sometimes I have to update the name of a contact (in case someone's partner/mum/friend signs them up for an event with their name but the other's email address) but each time
Email Campaign Permission
Hi there, What permission do i need to create an email campaign? I tried making one but I can't save it. I'll always get stuck in Step 1 which is the creation of basic info. Is there any specific permission to have in order to complete this action? Thank you.
Read .xlsx file type after upload
Upon uploading an Excel file (.xlsx) to Deal, is it possible for the CRM system to read through the spreadsheet an extract specific data? For example, our order forms are quite complex and require much flexability than simple line items for selected products. Let's suppose that column 'G' in the uploaded spreadsheet is used for recording prices. Each row is a product and may or may not have a price associated with it. Can Zoho CRM read each row and extract the data whenever a value is found in column
Retrieve Task Box
I have deleted Task box by mistake from home page. is there any way I can get it back?
Removal of repetitive item from Lookup field
Hi Friends / Team Need help here for repetative data from lookup field, The details are below I want to achieve as Country >> State >> City Form 1 :Created form and added country in a table Form 2 : Created another form and added lookup for country field and text field state to capture state now the problem is one state belong to many cities, so i have to create another form to add state as lookup field and city as text field. If I add the city along with state in form 2 and want to add municipality
i can't create Criteria using Invoice_Date by PHP
Hi, thank you for match information about zoho api. today , i want to get invoice data of last month. so i create a php code below using zoho-php-sdk v2. $zcrmModuleIns = \ZCRMModule::getInstance("Invoices"); $from = '2019/07/31'; $to = '2019/09/01'; $criteria = '((Invoice_Date:After:'.$from.') and (Invoice_Date:Before:'.$to.'))'; $response = $zcrmModuleIns->searchRecordsByCriteria($criteria); but i get only error message like this. ZCRMException invalid query formed Request i want to know how i
How to manage renewals
Hello, I'm wondering if there is a smart solution in the CRM for client renewals management. I'll explain, we are a Saas startup and we have different periods of monthly subscription. For example, 3 month subscription for one customer and 12 month subscription for another. We would like to manage the renewals in a way that we would see in one place the account + renewal date and preferably receive some kind of notification/alert when the time for the renewal will get close. Thank you in advance.
Free Webinar on the Taxation Law Ordinance 2019
Note: This webinar is only applicable if you use the Indian edition of Zoho Subscriptions. Last week, new amendments were made to the Indian Income Tax Act, 1961 and Finance Act, 2019. These amendments were made with the intention to boost investor sentiment, push for the 'Make in India' initiative, and reduce the tax burden for Indian corporates. Here are some of the changes made in the amendments: Tax rates slashed to 15% for manufacturing companies that were incorporated after 1 October 2019.
Free Webinar on The Taxation Law Ordinance 2019
Note: This webinar is only for the Indian edition users. Last week, new amendments were made to the Indian Income Tax Act, 1961 and Finance Act, 2019. The amendments are made with the intention to boost investor sentiments, push for 'Make in India' initiative, and reduce the tax burden for Indian corporates. Some of the provisions include: 1. Slashing of the tax rate for manufacturing companies incorporated after 1st Oct, 2019 to 15%. 2. Companies that do not avail tax incentives will be charged
Remote Authentication Issues
Hi. I am trying to set up remote authentication, by following this guide https://help.zoho.com/portal/kb/articles/setting-up-remote-authentication. However when I fill in the details on the setup page (Remote Login URL, Remote Logout URL, etc), I always get the feedback that I need to logout, and just after there is a popup telling me that URLs and IPs are invalid. Then I logout, and try to login using my mapped domain, I get a 'Not Found'. When logging in using the 'safe url' (https://support.zoho.com/support/<myportalname>/RLConfig.do?actionName=showRL),
Custom fields are not showing up in Campaigns
Hey, I have synced my CRM with Campaigns. I have a custom field "Status". I'd like to segment by those answers; active, canceled, paused. That field isn't showing up in campaigns when I try to create a segment. Why is this?/
Email with Zoho Campaigns are garbled
Hi Zoho team, We are facing an issue with Zoho Campaigns. On Gmail, it seems like our email campaign is garbled (cf. screenshot in attachment). Is there a way to fix it? Thanks
TRANSLATION ISSUES
Hi everyone, Ok... At the very beginning I did the set up of the system in English. But I am French and so do my clients. So i have turned the languages from English to French. All seemed to be ok but still... when I go to the "account" section, scroll down to "create a new invoice"... to export it as a PDF, the PDF invoice is in English while the system is in French...I have spent hours to investigate... All is set in French and the invoice when I export it under PDF is in english. I don't get it.
Automate import from files (from FTP server)
Hi everyone, My contacts are not created in Zoho CRM but in another application (MainApp). Everyday, my MainApp is exporting a CSV file we have to import in Zoho CRM thanks to the Module > Import Contacts function. All the columns are already mapped because
Free Webinar on The Taxation Law Ordinance 2019
Note: This webinar is only for Indian edition users of Zoho Invoice. Last week, new amendments were made to the Indian Income Tax Act, 1961 and Finance Act, 2019. The amendments are made with the intention to boost investor sentiments, push for 'Make in India' initiative, and reduce the tax burden for Indian corporates. Some of the provisions include: 1. Slashing of the tax rate for manufacturing companies incorporated after 1st Oct, 2019 to 15%. 2. Companies that do not avail tax incentives will
Free Webinar on The Taxation Law Ordinance 2019
Note: This webinar is only for the Indian edition users of Zoho Books. Last week, new amendments were made to the Indian Income Tax Act, 1961 and Finance Act, 2019. These amendments were made with the intention to boost investor sentiments, push for the Make in India initiative, and reduce the tax burden for Indian corporates. Some of the provisions include: Slashing of the tax rate for manufacturing companies incorporated after 1st Oct, 2019 to 15%. Companies that do not avail tax incentives
Free Webinar on The Taxation Law Ordinance 2019 (Indian Edition)
Last week, new amendments were made to the Indian Income Tax Act, 1961 and Finance Act, 2019. The amendments are made with the intention to boost investor sentiments, push for 'Make in India' initiative, and reduce the tax burden for Indian corporates. Some of the provisions include: 1. Slashing of the tax rate for manufacturing companies incorporated after 1st Oct, 2019 to 15%. 2. Companies that do not avail tax incentives will be charged at 25.17% inclusive of cess and surcharges. 3. Listed
Customer unique identifier
Hi, It seems that the mail is not the unique id for a customer. It the display name. But to work with google sso, how to do the credentials checks for the customer??? Thanks Regards, Julien DONNADIEU
stored data encryption
Hello: I have a project that requires sensitive data is stored encrypted, and subsequently unencrypted for presenting in views. Is this possible with ZC? Thanks! Kenny
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