Transfer primary email address to another client
I may want to move my primary address to another client, effectively leaving Zoho. How can I do this seamlessly, i.e. be sure it is immediately available in the other client? Ron
Script Popup
When managing Leads in Z CRM, when employee answers a phone call or calls a lead, would like for a predefined script to pop up that is populated with the Lead's name. Suggestions? JLW
Get your agreements e-signed from your customers using the DocuSign extension for Zoho CRM
Agreements are everywhere in sales—from sales contracts to purchase orders, and beyond. A modern, digital signature system empowers salespeople to deliver value faster to both their customers and partners. Every company's sales team has a unique system
Richer Dashboard Experience and Ability to Customize/Configure
It would be awesome if the dashboards could really be customized to suit users unique needs - The ability to remove Budgeted Hours and add in some currency conversions for billed (outstanding) invoices as well as unbilled items. To put it into context: I work in SaaS/FinTech as a consultant subcontracting from the US with a firm based in Australia (as well as one domestically). I work/bill by billable hours - Billing the Aussi firm in AUD and being paid in AUD (converted into my US bank upon delivery).
Customize the Payment terms
Hi all, in Italy it is very common to have different payment terms like: Wiretransfer at 30 day from the invoice date Wiretransfer at 60 day from the invoice date etc... etc... Could I customize in some way the invoice to have this kind of payment terms appear? We also do Invoice with payment terms splitted in more than one tranche like Wiretrasnfer at 30-60-90 days from the invoice... how could zoho invoice deal with this? Thanks in advance, Filippo
Update Date Field(AddDay)
Hay, I have three fields 1. Terms- is lookup field - number field from different form 2. Today's Date - is date field - which is zoho.currentdate 3. Due Date - is also a date field i need whenever any number put in Terms field, automatically that numbers of days add on Due Date field example if Terms - 10 Today's Date - 6 Sep 2019 Then Due Date - 16 Sep 2019 Is That Possible ? if Yes then How ? Any Help is Appreciated . Thanks in Advance .
Sub-Accounts?
How can i create ROLL-UP Sub-Accounts ? For Exemple: Nestle LTD (Main) 1. - Nestle Production LTD (Sub) 2. - Nestle Nespresso LTD (Sub)
Phonebridge and Lead/Contact Lookup
I've succesfully integrated Phonebridge/Asterisk with Zoho CRM and it's generally working. I'm running into an issue where leads created in Zoho CRM aren't available for the PhoneBridge integration until after some period of time 30 seconds to a minute. Is this configurable? Is there a way to make newly inserted records immediately available for phone bridge?
Has ANYONE had a Bad experience migrating to C5 from earlier versions?
I have some large C4 apps and am looking at the upgrade as I am told the deluge framework in C5 is faster and will then allow me to use C5 features like the kanban report. BUT I don't want to dive into other bugs or issues with C5 at this stage... anyone had any experience they are willing to share???
Zoho Flow and Mailchimp
Zoho Flow can fetch custom fields from Zoho CRM, but I want to send them over to Mailchimp for list segmention purposes. It appears that Mailchimp will only receive a static 5 or so fields from Zoho Flow (no option to add custom fields). The desire is to build the list segments inside of Mailchimp based on field data from CRM. Am I missing something key? Or is there a better way to achieve this? SyncApps is too pricey and the Zoho Marketplace extension doesn't allow us to bring over custom fields
Retrieving image file size and dimensions from an Image Field
When an image is uploaded into a form, I need to get its file size and dimensions for validation. Is there a way to access this information? Perhaps using Deluge?
How to close a CRM Potential once the customer deal is closed
I am using Zoho CRM. In our case, once the customer makes a purchase from us, we need to mark the "Potential" done after we receive the payment. How do i close a Potential such that it does not appear in any of the views?
Meet our Product Experts at Zoholics 2019!
Hello Everyone! Zoho’s annual user conference, Zoholics is all set to unfold in Australia, New Zealand, Canada, & India. The two day event will host keynote presentations by Zoho's top management, hands-on training, and one-on-one sessions with Zoho experts! Check out the video here. Who should come: If you're a new user, you should come to meet with the product team, learn and discuss about solutions for your business.
For existing users, this is an opportunity to understand the new UI, discover
Have checklists show on on main screen when clicking on the task
Have checklists show on on main screen when clicking on the task without having to actually click on the tab 'checklists..' Otherwise, if a user doesn't click on the tab for checklists, the list could easily be missed.
Assign Client Without Giving Access to all Project Task lists
Is there a way to assign a client to a project task list with out giving them access to other tasks lists within the project. We are running around 10 projects teams who look after a specific task list (area). We don't want all project teams to be able to see or access other Task List and only see the Task List they have access to under the one Project. As far as I can see, with out that, We would be creating multiple projects by team for their specific task list. Not very user friendly. Thanks!
Convert Lead to deal and pull through product
Good day, When i create a lead there is a custom field where I indicate which product they are intersted in. When I convert a lead into a deal I would like it to indicate/link the product to the deal in the "product" section of the deal. I tried it with mapping but no luck. Appreciate any help. The step after thatwould be to have the deal amount automatically calculated based on the products. But that is step two. Kind regards, Bryce
Tasks assigned to multiple users simultaneously
Hi, Would like an option where in a task could be assigned to multiple users at the same time. Quite a few of our customers have requested for this option. Regards,
DNS changed and now my Admin Control panel asks to re-create users and groups ...
Hi All, I changed my DNS provider, and now it does not seem as if all is well - it is asking for domain setup again. I can still login to my accounts, and mail seems to be there, but how do I safely complete setup without losing accounts/mail etc. ? Regards, Sam
PHP SDK ZOHO CRM
Buenas Tardes Me Llamo Jorge y recién comienzo con ZOHO CRM Mi duda es que al instalar el sdk PHP Zoho https://www.zoho.com/crm/downloads/php-version1.pdf me pide que cambie los parámetros de oauth_configuration.properties en la ruta vendor/zohocrm/php-sdk/src/resources No obstante, a mi no me aparece la carpeta "resource". Me aparece las carpetas "crm" y "outh". Pero no esa carpeta. Abre cometido un error al instalar o sucedió otra actualización en ZOHO. Gracias de antemano
Zoho CRM Extension - Test Your Extension - Sandbox Instance - Missing Vendor Module
Hello All, We have developed a Zoho CRM Extension via the developer.zoho.com, which depends on Accounts and Vendors module . While trying to test the extension, a sandbox CRM instance like (https://plugin-extensionname.zohosandbox.com/crm) gets created with our extension components. However, we noticed the Vendor tab is missing. Our extension requires the Vendor module for successful test execution. Relevant screenshots attached. Is the sandbox CRM instance missing the module? Is there a way to enable
Mobile E-mail reply leaves incomplete draft visible
I have had this happen a few times and at first I thought I may not have sent the e-mail. On closer inspection, this appears to be the steps to reproduce it. Receive an e-mail from an external organization Begin a rather lengthy reply to the message using the iOS mobile app for Mail Return to your computer and open Mail Navigate to the "Drafts" folder where you will find an incomplete draft that contains a portion of the autosaved draft you were writing on the iOS app Navigate to Sent to confirm
Parsing json response in deluge Script
Hi, I am using a rest api call which returns the response in JSON format. How can I process it in deluge script to get access the values from that response? For example my response looks like this, {
"name": "mkyong",
"age": 30,
"address": {
"streetAddress": "88 8nd Street",
"city": "New York"
},
"phoneNumber": [
{
"type": "home",
"number": "111 111-1111"
},
{
"type": "fax",
"number": "222
Blocked account
Hello, Recently one of my email accounts got blocked for suspicious logins (I've used VPN). I tried following the steps described in help sections to deblock my account, but everytime I try to unblock outgoing mail for the account, it gives me a failure message. Please help? Thank you.
Changed my phone and now keep getting unverified messages for IMAP
Hi, I changed my phone over to a Samsung. Tried various server settings as I couldn't remember how I did it on my old phone. Been trying for hours now. Followed protocol on zoho help pages and it keeps saying unverifed. My account was verified 2 years ago and imap is switched to on in my account. Help please. It's driving me nuts. Can you just give me the configuration for my account to input into my phone for IMAP? It's a domain name. Thank you in advance.
Webinar for European ?
Is there any webinar to be seen for Europeans ? It seems Inventory is for now only for Americas and Asia... Thanks
My zoho email IDs not sending or receiving mails
my domain is mountliterabarh.com. since Last Friday 6th Sept 19, my zoho ids are not sending or receiving mails. Kindly give the sollution, Thanks Tapan Singh
Not Able to access API
Hello, I am a ZOHO CRM user is trying to access the ZOHO APIs to export Data from ZOHO CRM as Leads, Accounts, Deals & Activities. But when I try with API method I am not able to get the right API although I have followed API documentation. I tried running the APIs in postman as well which is not giving me expected response. Please note that I tried to access REST API as well as bulk APIs for fetching the details. I need to export ZOHO data to MySQL using Python. I tried with the Python SDK which
zoho integration with salesforce
how can i integrate zoho with salesforce
Connecting to an Oracle Database
How can I connect to an Oracle database inside my company so that certain data and charts are refreshed periodically?
Function #38: Subform Updates
Welcome back everyone! Last week, we saw how to create a Purchase Order from a Quote. This week, let's look at a function that lets you add subform records easily by having the records from other modules as a lookup field within a subform. Subforms: Explaining plainly, a subform is simply a form within a form. Since all the data stored within your CRM is inter-dependent, there is a need to associate multiple items/records to a single record. To learn more about subforms, click here. This feature
Emails removed
A user in my domain (username is karen@...) has found that she had a number of flagged emails that disappeared sometime today or yesterday. I've been unable to find any in her Trash or Archived emails. Please help me with recovery of these emails. Thank you.
downloaded app on macbookpro/all notes deleted!
Hi im so so disappointed. All my notes have been deleted after I downloaded the same app from the apple store on my macbookpro. Pls help!! Naureen
zoho assist desktop does not remember me
when i fill up the login screen of assist desktop, i can mark a "remember me" checkbox. i think this would help me, that i don't have to give all credentials again, when i start assist desktop 20 min later.... the browser plugin works very well i think this is a problem
Subscription and Books integration - revenue accounts
Hi, I would like to use subscription, but it seems that Subscription items (products) are not synch with Zoho Books items. In Books, the item on the invoice is link to the GL account for revenues. Can I set in wich GL account will go the revenues in Subscirption? I have many GL account for revenues, I cannot only push into one account.
DNS MX SPF Configuration
I have followed the instructions multiple times, and I have done this process for other sites and it works, but for some reason on my own website haha, it just wont work.
Project Start Date
I would like to have the ability to associate the Project Start Date with a specific task. Ex. What I consider to be my project Start date is actually in the middle of my project. All future tasks are dependencies and all past tasks are predecessors.
Train icon ?
Hi, I'm adding a lot of train expenses... I added the missing category, but how do I get a train icon ? I see only a plane and car...
CRO hack #12: QA checks you should conduct before launching your A/B test
Prevent spotty user experience by running a thorough quality assurance(QA) check before launching your A/B test. Evaluate the test's behavior under variation-specific edge-cases. Here are a couple of cases to get you started: QA for breakages: If you've added new elements to the treatment, or modified existing ones, it might be a good idea to check if these new elements are loading as expected across variations, browsers, and devices. Work with your developer to resolve any HTML/CSS breakage issues
Free webinar: eSign business documents on the go with Zoho Sign mobile apps
Hello, Staying on top of business documents like contracts, approvals, or hiring agreements is essential in today's highly competitive business landscape—you can't afford to keep customers and employees waiting. The Zoho Sign digital signature app helps you quickly sign, send, and manage documents like this from anywhere. This upcoming webinar will show you how to accelerate your business processes with digital signatures and deliver great experiences to your stakeholders. Our native mobile apps
GoToWebinar Custom Registration Field Map to Zoho CRM Campaign?
I just started using the GoToWebinar extension for Zoho CRM; is there a way to map a custom registration field from a webinar to the contact within the campaign? Creating a new field for the contact would not work, as we run multiple webinars and have different custom registration questions for each. Also, some contacts attend more than one webinar.
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