Want to setup a notification for agent when the ticket due time is 2 hrs
Hi, I want to setup a notification for Agents when the due time reaches 2 Hrs. I meant if the ticket's due time is 03:00 PM then both Superviser and agent receives an alert at 01:00 PM for the same that , due time is near resolve the issue ASAP.
look up field contents don´t show in view
I have two look up fields in a form, but, when I look at the view of this form, the columns with the contents of those two look up fields are not displayed. Does someone have any clue on what is going on ?
Cambio de Hosting - para Correo
Necesito solucionar un problema que tengo con mis correos: Tengo alojado mis correos en Zoho con la configuracion de DNS y MX en Godaddy, hemos cambiado el hosting de la compañia y no quiero perder la informacion y organizacion de mi correo en Zoho, tengo la idea de que lo unico que debo hacer es cambiar la configuracion de los DNS y MX al nuevo Hosting pero no estoy seguro, podrian ayudarme con esta consulta. Gracias.
Unable to send Email - Unable to send message;Reason:550 5.4.6
Hello I am trying to send email but its giving error : Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime. Can you please let me know why this error is coming up and how to solve the same Looking ahead Regards Santanu
Syncing Origin and to Leads only
Hello, I feel that the Campaign plugin for Wordpress is the right solution for me. I keep my contacts and leads in Zoho CRM and syncing will automate the task of updating it. But I still have some questions : * Will I be able to flag the newly subscribed contacts or leads as "Campaign" in the Origin field in CRM ? * Is it possible to sync all new subscribers from Campaign as Leads in CRM (rather than Lead or Contact) whether they have completed a Company field or not ? Thanks for your help.
Migrate Hubspot CRM contacts to Zoho CRM using Integration API
Hi, this is Oscar, from Chile. I have been trying to import all my contacts from Hubspot to Zoho CRM using the tool provided. I have the API code needed but it keeps asking for the Instance URL even thou it clearly says "only if using Highrise". I have been looking for an instance URL in Hubspot but it seems it does not apply to this CRM. Can you please help me moving all the contacts so my team can quit using Hubspot? thanks a lot for your support, kind regards.
Zoho CRM integration with Zapier
Hello We have integrated Zoho CRM with Zapier but the leads are created with a single owner. We need the leads that come from Zapier to be automatically assigned to different owners. Zapier only allows you to assign a Zoho user, not all users. Example. The Lead enters Zoho and its owner is Ana. (Ana is the user who is connected to Zapier). We want it to be assigned to either Peter or Josh or John or Ana. regards
Intergration with Zoho Mail
PLease integrate Workdrive as an option for attach a doc in Zoho Mail. Now only can attach documents from Zoho Docs and other cloud services, but make sense have the option of workdrive considering is part of Zoho ecosystem.
ADD SALES ORDERS TO ZOHO CALENDAR
Hi, We want to know if there is any chance to connect start date and end date from sales orders module to calendar module in zoho crm. Thanks!!
How can I add buttons to my Emails?
I need to be able to add buttons to my emails fore the reader to choose what to do next. For example: Button 1 will result in a new customer journey to be triggered Button 2 will result in a pop-up appearing to capture some data Button 3 will be a no thank you selection. I cannot work out how to implement these. Please advise.
Beware Change to Free User Acc
It would have been nice if Zoho had told us that they changed their policy on Free accounts. I went in to delete and rename accounts and after each one I could not add it back. Now I am stuck with 5 out of 15 emails. If I upgrade it will charge me for ancillary emails like press@ and marketing@ that are all forwarded to me. I would be charged for 11 accounts. Now I am stuck, cant access the CRM for those accounts. This is a huge issue. Beware everyone to rename email accounts and not delete
Fetch records from a subform to a Multi-Select Dropdown
Hey there, How can I fetch records to a form B from a subform which is a part of the form A which to get the value of the lookup field and store it in form B. The subform is not an inline subform. Any help would be appreciated. Thanks in advance!
Zoho SalesInbox CRM Email Sentiment
We have configured SalesInox for CRM. I read from the resources that there is email sentiment in SalesInbox. Does it get activated automatically? I do not see any email sentiment in our emails. We are still not using SalesInbox; we will use it on Monday when we deploy it for prod. Does it get activated when we start using SalesInox?
Editing invoices
We should be able to edit certain fields in invoices ! The biggest problem we get is shipment dates being changed a lot which dictates that the due dates need adjustment. We convert the SO to an invoice on production of the SO to accept a payment against the invoice as a lot of customers are required to make an up front payment to order items ! This Invoice is in the open status hence, the amount or date related fields cannot be edited. Reminders are often sent out though the goods haven't been shipped
Send a trigger/webhook to Zoho Flow when I send a Lead in Zoho an email
Hi, I want to close out all tasks on a lead when an email within Zoho is sent to that lead. But I can't figure out how I can use sending an email to a lead within Zoho as a trigger. Is there a way for me to send a trigger/webhook to Zoho Flow when an email is sent to a lead? Any other way that this can be accomplished?
Comparison Charts
Anyone using Zoho Corporation Analytics Suite. I am trying to find a way to add comparison charts to this dashboard - https://lnkd.in/gRy36_Z, so that we can compare CU results with their peers in the industry. I am running into some issues and want to get some help.
Compare same month over a couple of years
Hello, I am trying to create a bar graph that displays monthly performance between two years. So if i had 2018 to 2019 there would 2 bars side by side for each month. See attached my current report which is the one I would like to change. Any assistance would be very much appreciated https://analytics.zoho.com/workspace/1362170000000002003/view/1362170000000264196 Regards
Two project link
Hello, How can i link two zoho projects
"Do-Not-Mail"
Is the Email addresses inside the Do-Not-Mail list can be eventually deleted permanently in Campaign?
Hidden Slides Not Clearly Distinguishable Any More
Hi, Devs! I think you recently changed the way hidden slides are shown in the Sorter View and Normal View. I believe in the past, they were clearly distinguishable from those that were not hidden (I think they were sort of "dimmed"), but now the difference is so subtle that now I find myself confused often because of this. If there was a good reason for this change, then I would like to know. Otherwise, I would like to see the old behavior back. Thanks! Yasuro
Is it just me, or is zoho admin and other detailed tasks are very cumbersome/poorly implemented?
//begin rant I have 6 salespeople using zoho crm. We migrated from act and are happy with the big picture, but some of the specifics which as we get to be detailed users are .... odd... As an example, I am trying to do something very simple. I would like all of our basic email signatures to be the same. I should be able to setup the signature that will be the default for all emails going out. If this week I want a link/picture or whatever of a new product we are introducing to be shown, I would like
Zoho campaign still loading since Friday
I'm trying to build a normal campaign to send a newsletter and my template is always loading. It is like this since Friday. Even if I try to change the template it's the same situation... always loading and never opening. Need help please!
Add Custom Module to Calender
I created a new module for Events as the standard Events module does not accommodate what I need. Is there a way to connect this custom Events module to the calendar so new events are added?
Zoho Social Compaign vs Zoho Social
HI, This is a cross theme question, but I'm asking here. As we are using Campaign for newletter and Social for more community management, we are struggling with the use of the social campaign section of Campaign... How should we use it. Is social campaign similar (and how) to Social, or different (and how)... What would we use social campaign and Social together or should I use one ?
Interview Quick Preview
Good Morning - The interview quick preview is fantastic. I have one small ask to be able to have a place to show candidate interview feedback as well - and I think this can be done in one of 2 ways. First - have the ability to add interview notes in the quick preview pane and also the ability to view interview notes. Second - allow for 2 evaluations (interviewer and interviewee) and a tab similar to the left side where you can switch from candidate profile to resume. Note that the interviewee
WhastApp MSG
Hola buenas tardes llevo aproximadamente 2 semanas tratando que ZOHO me resuelva el problema de la extención de WHATSAPP MSG. Es una extension de terceros pero zoho meha dicho que es problema suyo la verdad ya estoy arto y desesperado que no den solucion algunotiene el mismo problema conalgunaextension de este tipo o estension de paga por favor ayuda.
integrating ZOHO Docs with Zoho CRM
I would like to make zoho docs the primary location for images and files related to products, vendors and accounts in Zoho CRM. I have google drive set up in this way for Accounts and contacts but I would rather switch over to zoho docs for this and add the ability to have vendor and product related files also connect directly to their respective folders. Is this something that can be done and I am just missing the knowledge to make it happen?
Zoho CRM Snippet in Slack
Hello, We are using Slack and often mention deals, contacts and accounts from CRM in our chats. We post them as URLs, and that does not provide detailed information about the content. However some services like Google Drive and others generate snippets with details that are convenient to see and work with. Please could you let me know if you plan to make it possible to show snippets in Slack when posting a Zoho CRM URL. P.S. I know about Share via Slack feature. But it is not as convenient as normal
Accounts Receivables or Accounts Payable account cannot be associated in the manual journal. Please contact support@zohobooks.com for further assistance.
When trying to create a journal, I get the following message: Accounts Receivables or Accounts Payable account cannot be associated in the manual journal. Please contact support@zohobooks.com for further assistance. Help/Advice?
Video interviewing record addition to Zoho recruit
It will be good if we can do a video interview of the candidate and add it to the record. We can then forward it to the client and client will be able to review it. It will make the decision making process lot more faster. Spark hire is one example company that does that. Sudheer
Can't handle the response of subform fields?
I have created the flow for create contact in Books when New record is created in Zoho Creator. When mapping the fields for Books contacts, I can't find some subform fields and also I can't parse the response of the subform field( e.g. [{Added_Location=, contact_account=Only Test Cuber, title=, Modified_User_IP_Address=157.50.245.248, primary_contact_for_accounts=false, Delivery_Contact=false, internal_client_id=6002122438, vendor=false, mobile_phone=, delivery_setup=, Added_User=zoho_frank1111,
Issue with a domain
I'm the owner of 'friendzonelabs.com.br' domain, so I have a issue about my another account with email 'danielcad@icloud.com' that I can't access for delete the domain from this account. So what I can do to transfer that domain to my account 'inf3ct@gmail.com'? I can prove this is my domain, If want test with a TXT or host a file to verify I can do this.
Notification Time
When the ticket have 3 days notify the supervisor of the person that open the ticket?
Side by side graphs
Hello Hoping you can help. I'm wanting to create a graph which compares monthly figures between years. The graph would show jan 2018 and 19, feb 2018 and 19, etc side by side. It this at all possible? Regards Fernando
Cloning Templates and changing the base module
When a template is created you have to assign a base module, unfortunately once you have a template how you like and say want to use in a different base module (ie accounts instead of contacts) you have to start from scratch as i cannot see how i can change the module from one to another after cloning the report
Would like to sell tickets using Zoho and not Eventbrite
I am a Zoho One client and would like to be able to sell tickets and keep it within the Zoho family of Apps. I would also, like to see some kind of plug in and/or /widget to view and sell tickets directly on my on my wordpress website. Thanks
Remote Authentication to Office 365 for End Users in Zoho Desk
Hi all, i have successfuly set up Office 365 for agents and set up my support page with a CNAME in my DNS registrar (https://help.zoho.com/portal/kb/articles/support-customers-from-your-own-domain) Now, i'd like my end-users to log in with their "email" account (hosted in Office 365 with AAD) but i'm not able to find any hint on how to do or even if it is at least doable. i've followed this procedure below but got stuck pretty quickly... https://help.zoho.com/portal/kb/articles/setting-up-remote-authentication
Knowledgebase - Can we force the top 5 articles shown under a category?
I'm looking at migrating our KB over to Zoho. I can re-order categories, and I can re-order the articles within each category. However, on the main KB page, users see the categories with the latest 5 articles shown under each. Is there a way to override this and show 5 specific articles under a category? For example, one category is a User Guide, I'd like to have the top 5 articles be the first five articles of the user guide (instead of the last articles that I updated). Thanks Dave
Deleting custom fields
I have reached the number of custom fields that I am able to create in Zoho Campaigns. Before I delete fields that I am no longer using, I need to know what will happen to the data associated with the custom field? If a recipient of the campaign opens the email with the deleted field will they still be able to see the content?
TLS 1.2 Update and APIs
As we plan to retire support for older TLS versions (1.1 & 1.0) by 5th Dec 2018, our customers who use Application Program Interfaces(APIs) may need to perform some changes in their systems. Some versions of the platforms used may be compatible with TLS 1.2 by default, while some of them may not. However, it is quite simple to enable seamless integration of APIs with a few steps. What is API Integration? API Integrations are applications or interfaces between other services and Zoho, which process
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