intergration
I would like to connect recruit with CRM. Once My profiles have reached a certain status I would like for them to be able to move to CRM with a status change.
Not all Contacts automatically added on Contact list
Hi, I enable option to automatically add Recipients to contact list. It not working well. Some recipients are added to contact list but some others are not. It is problem when I Composing new email. When I start tipping recipient it not showing email. How can I solve this? Thanks!
Auto populates a 19 digit number instead of company name
I've been working on setting up what I like to call a "Scheduling Tracker." I'm a virtual assistant and trying to create an application to help me be more efficient when it comes to scheduling for my clients. I have one form where it just lists the company names. I have another form called "Contacts," where the associated company for the contact is a lookup field to the other form. On the scheduling form I'm creating, once I enter who is being scheduled with, the individual's assistant (if they
Search in pdf
Hello. After the upload pdf file, i try to search some words on pdf, but i didn't find. Its possible to search on pdf online in zoho?
Upload Table from Json File C# API
Hi I'm trying upload json file to Zoho Analytics table, I used the code below : public IReportClient getClient() { IReportClient RepClient = new ReportClient("****************************************"); return RepClient; } try { string tableURI = RepClient.GetURI("my_mail", "Data", "Reports"); Dictionary<string, string> ImportConfig = new Dictionary<string, string>(); ImportConfig.Add("ZOHO_ON_IMPORT_ERROR",
Updating Value of New Custom Function Added to Layout
Hello: I initially created a field in the Opportunity Standard Layout that is calculated based on the contents of other fields. I have been asked to break this field into two different fields (calculating each field based on specific fields). I reused the initial field and created a second field. However, records created before the change do not have the new format -- or calculated value. Is there a way to force the previous records to update to the new format? Or, do we need to re-enter the
DKIM cannot be enabled for the domain as no verified default selector present
While the set-up i am getting this error DKIM cannot be enabled for the domain as no verified default selector present Please Help
Using a record created in a flow, in the same flow
Hello! I am trying to build the following flow: When a new google form is submitted (the trigger is through sheets): * check if it was submitted by an existing client - if so, add entry to a custom module, and connect it to the existing client (using lookup field and the contactID ). * if the customer does'nt exist, create one, and then create the custom module entry and connect to the newly created contact. The problem is that when a new contact is
Print Calendar Weekly View of only working hours ?
I have calendar setup with Work hours of 8am to 8pm. Looking on computer the weekly view is as I want it. However, if I print, I get all 24 hours in a day, which makes the print copy less useful. Can I print just my work hours as a weekly view ?
email alerts when getting response or DM
Is it possible to get email or sms alert when someone sends a question or DM from FB inst gogle bus . if so how do you set it up ? thanks
Issue with Arabic Contact Names - Zoho Mail Suite Sync
Dears, When I use the application and the sync option, all Arabic name converted to ??????? ?????? question marks. any resolution for that?
EMAIL ID NOT WORKING
SIR, OUR BOTH EMAILS ID ARE NOT ABLE TO RESET PASSWORDS info@dharaastamps.co.in admin@dharaastamps.co.in getting unauthourised access error regards rajan for Dharaastamps
Outgoing mail has been blocked and you will be unable to send emails.
I think my email account has been compromised I had several bounce mails appear in my inbox, and when I checked my sent box there were many mails in there that I definitely didn't send (they were even in a foreign language). My email account has been restricted and I cannot send outgoing mails. I have changed my password, and am now running a virus scan on my PC. I would be grateful if my email account could be un-blocked. Thanks.
Tip of the fortnight 9 - Compelling practices to optimize your customers' payment experience
Hello everyone, Digital payment has dominated the marketplace. That's why, when you're creating your online payment forms, there is a lot more you should be doing to upscale conversions beyond simply collecting payments. Yes, besides the marketing strategies you follow to drive traffic to your website, shed focus on designing your forms with interactive UI, intuitive fields, and a flawless workflow. Today, I've put together six tips for creating your next payment form. Do you ever ask yourself,
Auto-Pull Data From Your Facebook Ads to Your Zoho CRM
Facebook is a promising platform to promote your brand and generate leads. Whenever you start an ad campaign using Facebook, leads will be generated. Success lies in following up and converting them. Different ways to follow up It's important to follow
Totals function
Hey, I am trying to write a custom function to calculate Quote totals to include at the Deal level. Here is the function: https://www.zoho.com/crm/resources/tips/functions-grand-total.html RelatedQuotes = zoho.crm.getRelatedRecords("Quotes", "Deals", potId.toLong(),1,200); //info RelatedQuotes; total = 0.0; for each ele in RelatedQuotes { grand =ifnull(ele.get("Grand_Total"),"0.0").toDecimal(); total = (total + grand); } mp = map(); mp.put("Amount", total); update = zoho.crm.update("Deals",
Zoho Desk not creaticg tickets from emails
I've tried sending emails direct to the zohodek.eu email I created and to my own email address which is set to forward to the zoho emails, but tickets are not getting created. I'm sure I'm missing something obvious.
Problems with Zoho Projects & Support
Hi. We're having some issues on all Zoho products we work with. Some users are getting error when logging into Zoho Support. It doesn't happen to me, but I'm not being able to reply tickets (I get error Z101 doing it). One other user has his Zoho Proyects account completely empty. He lost all his assigned proyects and loaded hours to them. When logging into administrator account, we get Account locked message. Any help would be welcome. Thanks!
LMS- Knowledge base as small videos with interactive training
It will be good if the articles under knowledge base are in the form of videos as well. It will be good if we can assign to the new users and be able to track the progress of if they completed or not. It will greatly help efficient use of tool for team members and at the same time will help zoho community more stronger. Tools like whatfix can be used to document the videos
Updating records in form
I have a form call Plants that is filled with a list of products. To update the list I, I import an updated list to another form called Upload Plants that uses the On Success Workflow scrip below to copy the newly uploaded list to the Plants form. This works fine to update existing information if the items match but it does not add new items in the Plants list. Can someone help me with the logic to do this? My attempt to add a new item is the scrip starting with if(input.Description = Null) but
Convert AUTOMATICALLY a lead into a deal
Hi I am using Zoho CRM. Could someone guide me to the process of AUTOMATICALLY converting a lead into a deal through an automation feature? Thanks a lot, Dan
Send SMS notifications based on a record action on our Deals module
Hello all, I just finished a phone call with Zoho support team rep that helped me with several topics, but there is one in particular that we weren't able to solve. After thinking a little bit, I believe that maybe by sharing my case we will be able to find a solution. Our company manages high-end residential properties for clients to rent them for productions, events and meetings. Every time a client books one of our spaces for, let's say, a production, there are a lot of logistics involved with
Emails not going to Clients - Zoho Desk
Hi, We are using Zoho Desk to provide support from our department to all company staff. We have configured our email in Zoho for sending notifications to all clients for ticket creation, closing, or any other replies etc. it was working fine but from last few days, our clients are not receiving any emails form our Zoho Desk. We need urgent support on this issue.
forms system
can i add report form system on my website and how
Candidate Portal-Feedback to candidate that are in black hole
In candidate login candidate should be able to view status of his application. The workflow set in candidate recruit based on what fields can be made available to able to view. Also send a snap shot of latest status every week if he opts in. Most of the companies don't provide feedback and end up losing candidates. Also once the candidate is on job is manager gives feedback at the client site we should be able to easily pass on through candidate portal. For further clarification please email me
smtp FROM mail not working
Hi, When we setup our system for the first time we configured an email from address with my domain "support@mydomain.com". then we approved the address by link. Now we want the emails to be sent with smtp server settings. I entered all the details (user,server etc.) but i can see emails are still sent from zoho servers. Any help will be appreciated.
Is it possible to retrieve Assigned Recruiter or Account Manager email address using Recruit API?
Hi, I'm working with the Recruit api to retrieve Job Openings and I would like to know if/how I can use the Assigned Recruiter or Account Manager entries in a Job Opening result to retrieve the email address of the Assigned Recruiter or Account Manager using another api call. thanks, Brian
Referrals differences
What is the difference between referrals from potential: google.cl and google.com
Zoho CRM Success Stories
Stories of success need telling and sharing. Stories inspire and help peers learn invaluable lessons. We believe that good stories have the power to change lives! And that is why we have created a space on this community where you, our customers and partners, can share your stories here with your fellow members, inspire them, and learn from each other. Tell us how you implemented Zoho for your business, the challenges you faced, the ones you overcame, the ones you worked around, the processes you
how change incoming e-mail data
hi, I want to ask a question. Incoming data from customer comes as trial-member@mail.com , only change the e-mail address of the customer from this customer source. for example: Customer supply: whatclinic Lead email: trial-member@hotmail.com or trial-member@gmail.com The data comes this way, and I want to change it. Change your mail addresses in incoming data from whatclinic. trial-member@mail-whatclinic.com if the sender is only whatclinic. Is this possible?
we wanna integrate whatsapp on zoho crm
we wanna integrate whatsapp on zoho crm
WhatsApp Intergration with CRM
When will the whatsapp text and call integration with CRM planned?
Zoho CRM Whatsapp Integration
We are glad to announce the integration between Whatsapp Business and Zoho CRM. Our Solution can allow you launch webhooks, run workflows, manage Whatsapp In/Out and all tracking in just on place in a friendly way. If you would like more info please contact us info@tivenos.com
WhatsApp Messenger : Have anyone has done the integration with CRM
Hello All, I need you're assistance here, if anyone had done the integration with WhatsApp Messenger,If yes please let me know..
Notebook does not sync on Macbook?
Hi! I'm a new user of Zoho Notebook and I have grown to love it. I love the simplistic, easy to use interface and how aesthetically pleasing it is. I have gotten a lot more productive, and I love how it's free, which is something you tend to look for when you're a college student. I switched from Onenote to Evernote, and from Evernote to Notebook. However, I've run into a few problems. I have the application downloaded on both my iPhone and my Macbook. On my iPhone, Notebook works fine, and it syncs
What's New in Zoho Subscriptions - May 2019
Hello Everyone, Our latest updates give you customization options that help smoothen your workflows and collect payments with ease for more customers. Here's what's new: Automate frequent tasks with Custom Schedulers Custom Schedulers let you create and automate tasks on a recurring basis. Your tasks can be configured to run based on a daily, weekly, monthly or yearly frequency. Exclusive settings for each frequency, like avoiding weekends or specifying the exact time & date to trigger tasks, give
Register for the Zoho SalesIQ User Group Meetup in the USA now!
Hello everyone! We're glad to invite you all for the Zoho SalesIQ user group meetup. We have a series of meetup planned in various cities in the USA, you can explore more about Zoho SalesIQ, and it's advantages of integrating with CRM. Why should I attend?
Adding 100 or 200 accounts / contacts in single API Call
Hi I would like to know is there a way bulk insert (100/200) accounts or contacts via api calls. Thanks
Deleted Email Recovery
Hi there, I accidentally deleted my emails/folders from my "Trash" folder. I was unaware how to use the "Archive" functionality in Zoho, and had created a separate Archive folder, which I inadvertently deleted. If you could recover all of the items that were emptied from my Trash folder today (or just all of my deleted emails, if that's easier), that would be much appreciated! My email address is: luke@fian.tech Regards, Luke
Zoho refuses to improve their security over their web forms
Has anyone else experienced the following problem? We have integrated Zoho webforms into our website so that all leads are collected directly into the Zoho CRM database. The forms have the Zoho captcha on them however it does not seem to work against spam bots that run over the internet. We are receiving between 10 & 20 spam web leads coming into our CRM database a day and it is a real problem. Zoho support suggested two possible solutions: 1. Set an approval process for all web leads (which completely
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