Creating a link between modules
Hi! We need to create a link between a contact and a deal, and a link between a deal and an account (assuming an account is the correct type of module). Having read the documentation, Linking Module APIs, we would need to know what the actual endpoint is, but not guidance is provided. So, for example, I've tried: PUT https://www.zohoapis.eu/crm/v2/contacts/contact_id/deals/deal_id ... but got the error: { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message":
POP3 and Exchange - emails appearing as READ in outlook
I have recently set up my POP3 account with ZOHO mail. It is using my exchange email account which I use outlook. Since I have set up the POP3 on zoho all of my emails are appearing as READ in exchange outlook and my mobile device (connected via active sync exchange on Andriod S4). I haven't opened them in either zoho, outlook or my mobile. anyone know why this is happening. I am losing track of my emails because it is listing them all as read when I haven't opened them.... any thoughts
CRMでの商談の自動生成
ZohoCRMのプロフェッショナルプランを使用しておりますが、お客様に対して1年契約のサービスを提供しており、ご契約頂いた際には必ず1年後に更新確認を行っています。その場合、商談のステージを受注にした際に自動的にサービス更新の商談を立ち上げるにはどのようにしたら良いのでしょうか。 自動的にタスクを立ち上げることは出来たのですが、出来れば商談として作成したいと思っております。
Estimates
Hi I'm wondering when you will add the function at the bottom of an estimate on how much margin we are making? This is imperative to my business so I know if I'm charging too much or not enough. If you can let me know it would be much appreciated. Cheers
連絡先入力時の取引先情報連動
連絡先を入力する際に、取引先を選択しても連絡先の詳細情報（住所など）が引用されないため二度手間になっています。 現状、手入力もしくは同社の別の連絡先データを複製して使用しているのですが、良い方法があればおしえてください。
Landed Cost を用いて請求書別、顧客別、商品別の粗利の計算は可能でしょうか？
輸送費をLanded Costとして請求書（控え）に加算できますが、これを用いて請求書別、顧客別、商品別の粗利（販売価格 － 仕入れ原価 － 輸送費）を算出することは可能でしょうか？ レポートの中ではLanded Cost Summaryとして一覧が出ますが、これをさらに推し進めて詳細分析が出来ると良いかなと考えております。 さらに、仕入れた商品に加工を追加することがあり、これもLanded Costの中に項目を入れていけばよいかなと考えています。 このような使い方をされている先輩方はいらっしゃいますでしょうか？ ご教授いただけますと助かります。宜しくお願い申し上げます。
To use email as archive only, no action required
I have a mail box which we need to add to ZOHO desk. The given mail only have auto update with a simple attachment for reference. The agent should be able to access these attached or mail for reference and can be forwarded.
Ask the Experts 7: A 5-hour online Q&A on Telephony and Call Module
Welcome to Ask the Experts session! This is a monthly discussion in forums; each session, a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and answer any questions posted here.
Adding Current Date to Zoho Creator Record with Flow
Hi- Trying to set up a flow that will send components of a GMail to a new record in Zoho Creator. Is there any way to set a date field in the ZC form as zoho.currentdate, which is a deluge system variable in Creator. Thanks!
How many customers in the zoho creator premium plan?
Hi, Could you tell me how many customer I can handle with the premium plan without having to pay to add more customer? Thanks.
Is there a workaround to API limitation?
Hi - I'm looking to use the Inventory/Sales APIs of Zoho, and I learned that there is a 2500 (requests) x 100 (records per request) per day limitation on the system. Is this limitation for all modules (Inventory, sales, reporting, and so on) combined? Or per module? Thanks
How to ceate a deal from a contact?
Hello people.. I need to create a business automatically when a contact is created. How can I customize a script that does this and creates this business in a specific pipeline?
Error while creating a ticket
'{"errorCode":"URL_NOT_FOUND","message":"The URL you requested could not be found."}\n' Request not successful,Response code 401 Response : b'{"errorCode":"UNAUTHORIZED","message":"You are not authenticated to perfom this operation."}\n'
Smart View Layout for Desktop
Same as the Smart view on the cellphone view in CRM, we should be able to hide the fields that are empty in a candidate record or other records as well, to have a more efficient visualization of the important information.
Integración Elastix 2.4
¿Existe algun problema de compatibilidad? actuamente ocupo la distribucion 2.4 de Elastix
Answers zoho survey, Custom Variables, to zoho connect (task)
Hi, I'm wondering if it is possible to show the answers from the "Custom Variables" of my zoho survey with zoho workflow in mij zoho connect board? I know it is possible to show the "normal" answers from the zoho survey with Work Flow in my board. I'm looking forward to the answer, thank you in advance, Joost
Adding Speakers without requiring an email
This is an old question, but many other issues have been resolved, so seeing if this show-stopper will ever be addressed in the product timeline. You currently must use speaker email addresses to enter any detailed speaker information. This just isn't a workable solution for most folks that produce shows on a regular basis. I know the target here is a simple out of the box low end solution, but is there any chance of removing this limitation? We've tried a number of workarounds (e.g., using "+"
Publishing Blueprint "Error Occurred. Please try after some time."
When I try to Publish a Blueprint I'm getting this error. It's been days I've waited. "Error Occurred. Please try after some time." What can I do?
Zoho CRM App V3.4.1
Hi I noticed the new update for the app has come out. It is described as "...refined the backend code to improve app performance and carried out a few feature enhancements" - can you let us know what the feature enhancements are?
How to manage connection between IBM Watson Assistant and Zoho CRM
Hi, I'm a beginner and I created a bot threw IBM Watson Assitant. It is currently asking some basic questions and the data recorded is saved in values (part of the context variables) as $username $email etc. I now want to sent this data to Zoho CRM and create a new lead. But here is the problem : I don't know how to do it. I looked to the documentation here : https://www.zoho.com/salesiq/help/developer-section/ibm-watson-assistant-integration.html but it seem's it's not really what i want, because
Zoho Accounts the same as HubSpot Companies?
Hi! Does anyone know if Accounts in Zoho are the same as Companies in HubSpot? I'm doing a migration from HubSpot to Zoho.
How can i edit my lead source
Good afternoon ,, I would like to know how i can edit the lead source thanks
Exporting Email Analytics
Hi, I love the stats that the CRM gives us in reporting on email opens / clicks etc, but there's no functionality to export this as a spreadsheet? Can we have this as a feature please and does anyone have a workaround for this in the mean time?
Using workflows to update multiple associated records
Hello, I'm hoping for some help. We are using a third party app for barcode scanning and we are integrating updates from that into Zoho using Zapier. Right now, the barcodes are logged in a custom module that uses lookup fields to associate the client and the deal record (that we call jobs) to the barcode module. Those client and job modules that are already associated to one another are also associated to the barcode. Using zapier, when a barcode is scanned, it searches for the client record
Notebook mobile app Android : Images incomplete
Hi, ZOHO Notebook is nice and working fine so far; importing successfully 3000 notes from Evernote, as a startet, speakes for itself.... :) However, on the Android mobile app, the images in the note cards don't appear when opening a card. Some of them show partially in the preview mode, but when opening a card, it says "Images being downloaded", but nothing happens. Syncing won't help either. On desktop and web app, everything appears completely. Thanks for your support and kind regards!
UI Suggestion for External Task Lists
When a Task List is external, there is very subtle light gray text next to it like so: Task List 1 (External) IMO it should be exactly the opposite: Task List 1 (External). This is something you want to call attention to so that internal company information is not accidentally shared. Thanks
The username which you have entered belongs to a different deployment/region
Hello there, when i try to add custom domain email with Zoho it's says (The username which you have entered belongs to a different deployment/region) may i know why was this error keep hapened
Invoice detail lines not showing
Hi, Previously, all timesheet items have displayed on an invoice. The current invoice shows one total line. How do I get all the lines to display on the invoice?
ＣＲＭ内のドキュメントをモバイルで確認したい
こんにちは、ＣＲＭ内のドキュメントにいつも使っている外注先への指示書を保管しているのですが、ＣＲＭのモバイルアプリでは見ることができません。 ここにすぐにアクセスできるアプリってないでしょうか ？ あまり需要ないですかね？ evernoteとかgoogleとかいろいろストレージはあるのですが、あまりいろいろな所に置きたくなくて、社内では全員ＣＲＭを開いていますので、ここに置いておくのが一番わかりやすくて便利です。 ただ、出先で聞かれたときにすぐに開けると便利なんですが、いちいちブラウザで開くのも手間ですし。
Outlook 365 integration with Zoho Mail
Just curious if anyone knows how to integrate Zoho Mail with Outlook 365? Is it possible, how does on do it? Thanks in advance!
ユーザーさん：各単体のMA製品（Campaigns, SalesIQなど）よりも、MarketingHubのほうが複雑な動作ができますか。
Zohoサポート：はい。他のMA製品ではできないことが実現できるようになっています。 単体製品は、その機能のみを使用したい方や他のZoho製品と同期して機能強化をしたい方などのために あります。 興味を持たれた製品は、是非試用版からChallenge!です( ´ ▽ ` )
Recent Enhancements in Zoho CRM
Hello everyone, In this post we will give a brief description about the list of enhancements that were recently released. Additional configurations in Assignment Rule Selecting users based on condition In addition to selecting users based on category, you can define conditions based on which records will be assigned to the users such as, profile, country etc. For instance, you can set criteria that all records from India and US should be assigned only to users from USA. Check user's availability
Good news! Zoho Recruit is now integrated with Zoho Workerly
Hola! We're thrilled to announce that Zoho Recruit is now integrated with Zoho Workerly, marking a major milestone in both products. Zoho Workerly has been around for 10 months now, and we've been working constantly to ensure our customers get what they need for efficient temp scheduling. We couldn't be more happy with the amazing response we've received in such a short span of time. Connecting the dots with Recruit and Workerly Predominantly, corporate recruitment and staffing agencies have had
Formating Decimal-type custom Fields in Custom Layout
Hello, We added custom fields as Decimal in our Estimate Form. While using their placeholder in custom layout, I found out that these fields are not formated as the defaults filed are. For example: Decimal : 10000 is displayed as: 10000, instead of 10,000.00
Account blocked
Apparently, according to mail.zoho.com/UnblockMe, my account has been blocked for security reasons. Some questions: Why did this happen? How do I reverse it? Is there a better point of contact than this forum? How do I prevent this happening again? Thanks.
How to create a full-bleed document template
I've been going out of my mind trying to get our letterhead design converted to a zdoc template for our users. The letterhead, and other docs like reports covers, etc., are a full-bleed design, meaning the design elements run through the margins and right up to the edge of the page. In some cases the elements show up in the final PDFs, in some cases they dissappear. In all cases its maddening trying to fine tune the position of these design elements in the Writer interface. I need help please!
Integrating Connect
I'm new to Workplace and finding it difficult to see how Connect integrates with Mail/Cliq/Streams. For instance, I can see the Company Connect calendar in Mail, but I can't add to it. So it's not very convenient. If I attach files to a Cliq message, do they go to Connect? What's the relationship between Streams and Connect Groups? The workflow I envision requires these two "halves" to work seamlessly together, but whatever I try, I usually end up with a Connect world and a separate world centered
SAML Vs. Remote Authentication for SSO
Hi I'm trying to better understand which SSO authentication method I should use and would really appreciate the help from someone more knowledgeable than me. I am trying to have the customer portal be accessed with credentials (login/password) that they have on my existing wordpress website. BUT if they don't have a username/password on our website, I want them to be able to use the "Sign Up" Feature in the Zoho Desk customer Portal. I already have Zoho Desk on my subdomain. Which Authentication
Access array of complex JSON objects with toJSONList()
Hi, I'm trying to create a json list using the result of an api call and parse it with the toJSONList() function. The API call works fine, but unfortunately I'm not able to find out how to process the result and create a (json) list of it to be able to do something useful with it. I'm using the following Deluge code snippet: header = { "X-TrackerToken" : "SECRET" }; projects = getUrl("https://www.pivotaltracker.com/services/v5/projects", header); projectsJson = projects.getJSON("{}"); jsonList =
Website not publishing.
Just made my site. everything is connected but its still a blank page live?
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