Telephony Channel Not Visible
I want to add RingCentral to my account, but when I to go Setup > Channels, the 'Telephony' menu item isn't visible. There's just nothing there. How can I set this up?
Tip: #24 Create professional-looking reports and proposals using page borders and watermarks
Creating engaging documents don't just mean whipping up good content. It depends on the way your documents are presented as well. Using Writer you can easily add the appealing factor to your documents by using different border designs and watermarks of
Steuerliche Herbstgespräche auf Mallorca vom 02.10. - 04.10.2019
Sie haben Niederlassungen in Spanien oder anderen europäischen Ländern? Sie suchen nach Möglichkeiten mit Zoho & anderen Tools Ihr Auslandsgeschäft abzubilden? Dann kommen Sie zu den Steuerlichen Herbstgesprächen nach Mallorca! Ihr Zoho Premium Partner wird dort mit verschiedenen Lösungen gemeinsam mit DATEV, verschiedenen Rechtsanwälten & renommierten Steuerkanzleien vertreten sein. Seien Sie dabei - mehr Infos & zur Anmeldung: https://zcu.io/WjcU
MX Record "Already in Use" Google
How do I solve the error message that I'm receiving from google stating that "Record is already in use", but I currently have zero MX records on the account?
STRIPE ACH Documentation
I already use stripe for credit card payments. I have just enabled ACH in my stripe integration setup. What else should I do? For example. I went to a customer record and checked the box to allow them to pay with ACH. Now what? When they receive the invoice
Tip #6: What are aggregated charts? How do they improve visualizations?
Charts, as we know, are vital data visualization tools. Pivot tables, on the other hand, are useful for giving you a summary of your entire data set. Aggregate charts, in turn, allow you to create visualizations of your pivot tables, giving you the best of both worlds! What's the difference between an aggregated chart and a normal one? Consider sales data from across three Regions, by three agents, selling three Items. Here's a regular chart on units sold by item. Here's the same chart, after an
Formatting of Discount on Invoice
When I use the Discount feild on my invoices, the field label prints as follows: Discount(10.00%) This is not a major issue, but the formatting looks ugly without a space between Discount and the parenthesis. Can you please add a space there? Also, is it possible to show the discount without any decimal places (e.g., 10% instead of 10.00%)? Thanks, Donny
Default Fields Not Working
Hello all, I have set up an email parser that creates leads for us based on emails that get forwarded from our website. For some reason, a default field that I have set up on the Lead template does not work for new leads created by the parser. Is this a glitch? I know I can build workflow/action tools to work around this but I would rather that the default field just works as it is supposed to. Thanks,
How do I setup DKIM?
Couple of days ago I followed a notification from within the email interface prompting me to setup DKIM (SPF is already setup). I followed all instructions but didn't verify it because, well, it takes time for the thing to spread across DNS's, etc. So today I login to verify and I simple cannot find the setup page, it is nowhere to be found. I've been searching for quite some time, I found help pages from Zoho Campaings and Zoho Mail teaching how to do it; I also found one post here teaching how
Group by Month in Reports
Would like a way to group by in reports. In saleforce.com on the sorting tab, you can also aggregate as well. So for example, if I want to see my pipeline by month, I can group by or rollup to a month level. Is this possible? It's kind of an important
Free Webinar: Getting Started with Zoho Sign API: A Live Q&A with Our API Experts
Every company has different e-signature integration and workflow needs based on the nature of their business and the desired level of automation. For most companies, the primary needs involve signing documents, requesting signatures, and automating forms and data, all directly from their existing in-house apps and websites. Zoho Sign offers powerful REST APIs to help companies build their own custom integration and workflows to serve this purpose. Join our upcoming webinar, hosted by our API
Validation Rule help guides
I can't find any help guides about the usage of the new beta "Validation Rule" feature. I've tried to define a rule which alerts the agent when the ticket has some linked tickets. The rule reads as : When "Associated Type" is not empty then Alert the agent with the entered text The first issue on the rule definition process seems to be that the condition is being automatically repeated even it was only recorded once. The second issue is that it isn't displaying any alerts when I open a linked ticket.
Email personalization
A couple quick questions from a newbie. So I am testing out the broadcast email capabilities in the system. I sent a test email to myself with the personalization merge fields included. You can see below. My question is, what if someone does not have a first name in our system? What gets populated in the name location? Hoe can i verify that this is indeed correct in sending? Do I have to have a test recipient be a contact prior to test sending? Thanks! Email below... Hi FNAME, I recently presented
List all mails by mail-adress
Hi, in our admin portal we now want to list all mails of a customer from the support portal, so best the complete dialogue between the customer and the support employee. But I can't find my way around the API-Doku https://desk.zoho.com/DeskAPIDocument, there is neither an entity "Customer" to find out a possible customer ID via e-mail address, nor an entity "Mails" to read all mails by customer ID. Is this documentation the right one for the support system at all? Thank you!
Additional Validation Rule option cannot be selected
This is also true when you try to edit the field of the initially selected option. Please take a look at the attached video file.
Custom Services In CRM Expire after an Hour
Hello, I noticed another major deficiency in CRMs Custom Services and Connections feature: after successfully Establishing a custom service, only an hour later the user needs to reconnect. I have a custom connection for Zoho Projects and works fine, but for a custom service that I created for Google Drive, I run into the problem. This is a big problem: I use Zoho Flow to remotely execute CRM custom functions, and if the custom services which I am establishing aren't reliable, then I cannot implement
Formula field to strip down website
I am migrating from Salesforce, I tried to translate this Salesforce formula field to strip away everything around the domain for the website field into one I could use for Zoho: Salesforce Version: IF(BEGINS(Website, "www."), MID(Website, FIND('www.', Website, 1)+4, (LEN(Website) - FIND('www.', Website, 1)+4)), if(find("/", if(find("www.",Website)>0, IF(FIND("//",Website)>0,substitute(Website,left(Website,find("//www.",Website)+5),NULL),Website), IF(FIND("//",Website)>0,substitute(Website,left(Website,find("//",Website)+1),NULL),Website)))>0,left(
Make User Fill Out Survey, Make sure survey replies link back to ticket
After a user submits a ticket, depending on what their issue is, we usually send them a short list of questions for them to answer to get more details. We typically just email those to them. Is there any integration I can do with some sort of questionnaire/forms where I can give users a unique link through Zoho Desk, and then they click on that link, fill out that survey and when they do, I would be able to find the answers to the form/questionnaire from that particular user for that ticket? I know
G-Suite migration can't start
I can't create migration from G Suite to Zoho Mail. When I create new migration, I can't verify app. I get message "Please verify your identity in GSuite". But I logined in GSuite. What could be matter?
Linking a form to another application
Hi, I only have a basic understanding of the software so this may be a simple solution. I want to link a form in one app to another app. For example, I have both a HR app for the client, where they can request help etc and a work log app where employees can track their requests etc. When a client uses their application to submit a request log using the form, I want it to move to the employee work tracker application to be dealt with. Is this possible? Thanks
Address field for Leads
We work in the construction industry, but I assume this would also be helpful for people in real estate as well. We would like to be able to map specific addresses associated to deals in the browser but more importantly in the mobile app. For example, a builder would be our account that has their own physical address. But that same builder (account in zoho) could have multiple projects (deals in the Zoho world) each with their own address. I hope you can see how being able to map deals in the mobile
Report- Horizontal Bar
Hi, I'm looking to make a horizontal bar chart, similar to the one attached. X axis: Project names Y Axis: Dates (started date and completed date) *For the dates, I would like the beginning of the horizontal bar to be the start date and the end of the bar to be the completion date. The point of this report is to show overlapping studies
Attaching a document to an opportunity from Outlook 365
It would be nice to be able to associate a document as an attachment from Outlook 365 without saving it somewhere then attaching it, many emails related to one opportunity can create difficulty locating the one attachment you like. For example we send a document to a customer they sign and return by email, if we could then drag that email into the attachments element of Zoho CRM instead of downloading then attaching it would speed up the process and prevent us from filtering through many many email
MailBox is in disabled state,hence operation not allowed
. MailBox is in disabled state,hence operation not allowed . What is the meaning of this?
How can I duplicate the Leads Module?
1. How can I duplicate the leads module, creating another link on the top menu bar? - We have different type of leads that need to be separated into different modules. Both types can be converted to accounts, but each type needs it's own fields. In other words, we need a all the features that are present in the Leads module (email tempting, option to convert, option to create custom view, etc), but under a second tab. 2. How can we move records from Accounts that were closed into another segment
Change mobile numbers
Dear Team I want to add my domain to zohomail,but i wrong input mobile phone to receive sms code notification. need help to reset my phone number. Regards
Outlook POP Mail Not Downloading
Dear Sir, Yesterday I Configured My Outlook pop account , After Configured Almost 90% Mail Downloaded After not Receiving any Mail, Please Find Attached Error Screenshot Package: MS Outlook 2016 Server Settings: poppro.zoho.com port 995 SSL smtp.zoho.com port 465 (SSL)
Not receiving emails in zoho mail for a new account
I can send email from my new account, but i am not getting any emails. Email id is info@rocketfunn.com
Twilio and Zoho Desk Integration
Greetings from OAppS team! The Version 2.0 of Twilio - Zoho Desk integration is live now. This Integration enables SMS & MMS communication between agents and end users. End users can ask for help via SMS/MMS and support engineers can send the solution through the same channel. Install Link : https://marketplace.zoho.com/preview?extnId=7f1cb373-3b71-4004-901c-f38c7a83c7c0&service=desk Key Features: SMS and MMS Inbound and Outbound Support AI in creating Tickets or Threads SMS Outbound Message Initiator
Point of Sale : How to update stocks in Zoho Inventory through API
Hi, We have a retail shop with an external POS system. I would like to update the product stocks every time a product is sold in the shop. How should I do that. I was thinking of using Item Adjustment but the description does not really fit that need : "Item Adjustments are used to synchronize the inventory/stock to account for things that occur outside the normal business like theft, damaged goods, data entry error etc." Should I create a sale order instead ? I won't always have a customerId to
Python SDK | API call returning zero results
Hello I'm trying to fetch records from my Contacts and Leads database in Zoho CRM. As of now, the account is only populated with sample from Zoho. I've read all the documentation but cannot understand why the call is returning zero results. Can you help? thank you from zcrmsdk import ZCRMRecord, ZCRMRestClient import json config = { "sandbox":"False", "client_id":"hidden", "client_secret":"hidden", "redirect_uri":"http://localhost:8000/some_path", "accounts_url":"https://accounts.zoho.com",
Considering Switching from ActiveCampaign--Can I Mimic AC's "tag" Feature?
Hi, all! I currently use ActiveCampaign for email marketing, but I'm a ZohoOne subscriber, so it makes sense to use Zoho Campaigns if I can. Couple of questions: 1) Is there a way to set up some sort of tags for the purpose of creating segments? 2) If you've used ActiveCampaign, is it a fairly easy switch, or is it going to be a major headache? I'm wondering if I'm better off just staying put or not. Thanks so much!
Email on Phone
I am able to send and receive emails on my computer but cannot on my phone. I have tried deleting the account and starting all over, checked all the settings - nothing is working. Any suggestions?
Related TASKs module VIEW filters BUGS
Related tasks was a very nice add but you have to fix some BUGS I have many but i will begin from the most important When someone in a project with related view permission wants to see All TASKS there is no option and can only view My open, My closed etc. This is wrong because he has permissions to see also created by him, followed etc. How he will see all the tasks that has permissions? He cant, so we made a custom filter from my admin account and this also will not work properly. He can see all
My account has been blocked
Hey there, I wasn't sure where to ask for help here since the block page says that I should ask my system administrator to help and unblock it, the issue is that I am the system administrator :) So can I get my account back? hello [at] milaniz.com is the email address
Não consigo responder e-mails, enviar ou encaminhar de meu PC, somente do smartphone via app.
Boa tarde, Não consigo responder e-mails, enviar ou encaminhar de meu PC, somente do smartphone via app. Por favor me ajudem.
Not receiving e-mails
Hi there, I am able to send e-mails, but I am not receiving any e-mails. I followed the instructions to set up a domain using Zoho and looks like everything is fine. I made the required changes on my DNS Provider. I added the MX, SPF to my account. I am testing sending e-mails from a GMAIL account and I am not receiving anything as well. I guess the e-mails are being sent, however I can not see in my account. Could you check it, please? Domain: nortesulenergia.com Thank you.
Track Sign in users
On my website https://culytics.com, users can sign up using Linkedin. The site is built on Ning.com platform. We grab the list of people every week from the website and import them into Zoho Contacts. Question 1 - Can this be automated using Zoho Flow? Question 2 - Can we track these users in SalesIQ as named users instead of id, since they are know on the website? What will it take to create this tracking? Thanks
Zoho Communityの英語のページからZoho Japan Communityに瞬時に飛ぶ方法
Zoho Japan Communityをご利用の皆様 Zoho Japan Communityにアクセスしようとして、 Zoho Communityの英語版のページに入った場合、ワンクリックで日本語版のページに進めます。 Zoho Communityの英語版ページの右上のボタンを押して、 「Japan (Japanese) 」を選択します。 これで、日本語のページに素早く移動することができます。 是非こちらの機能をご活用ください。
I Pay
Hi all. I was wondering if you could put an I Pay option on the online payments options.
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