4 steps to create personalized customer journeys
When was the last time you sat down to reflect on what forms of content or messages are being sent to different customers and leads of your brand? If you're using the same content strategy for a lead who signs up today as well as a customer who just purchased from you, then there's something seriously going wrong! But, designing a customized engagement strategy for every customer or a lead is a huge task and demands more detailing if not just for time. The best way to implement varied engagement
Force sync between CRM and google contacts?
Or at least change the time scheduled for the next sync? I've just added some contacts to my CRM and am set up for just one-way sync to my google contacts. I just added a contact to my CRM and I want the google contact base to be updated immediately. How can I make that happen?
Total value after deducting discount off the subtotal does not show on quote
Hi we need help in this issue, I copy and paste because in the other forum doesn´t show the answer. Although In tried all possibly suitable fields, the total value after deducting discount off of the subtotal of all product items does not show on quote. Example: Product1 price: 100 Product2 price: 200 Subtotal: 300 Discount: 10% Total after discount: 270 --> This value does not show! This is a critical issue for our company, please help.
Line Chart
I have a line chart showing volume over the span of 4 years on a monthly basis. What I would like is to show each year with a different line. So 2016 will show Jan, Feb, Mar, etc on one line. 2017, on another, 2018 on another and 2019. I am not sure how to accomplish this though, can anyone help? Thanks Chad
Getting 553 error while sending emails from zoho web client
Hi Team, I am getting "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain - shiv@myearth.id" error when I am trying to send emails from my shiv@myearth.id account. I am using the web client for zoho, so not sure what to do here. Thanks, Shiv
Is there no service for free domain to be hosted on zoho?
I have a free domain and I want to access to zoho service but they throw me an error. But when I enter a paid domain access accepted Is there a services for free domain?
I can send emails, but I cannot receive them.
Hey there. So, I know this has been talked and discussed about on the help desk many times, but I have yet to see a response that works for me. A while back, I registered my domain with Namecheap and transferred the DNS to Wix, as that is the site that holds my site + connects it to my domain. Unfortunately, there is no way for me to have the Wix DNS and Zoho Mail Records setup on my Namecheap domain page. For example, if I disable the Wix DNS inputs and change them to the Zoho Mail Record inputs,
searchRecords API Method - Criteria
Hi, How can I call searchRecords API method with Criteria of Modified_Time and Created_Time fields? I need to get those records which are Craeted or Modified AFTER the passed date/time value. Please help. Thanks. Regards, Touqeer
Mass Email With Custom Parameter
Hello, I have a group of contacts that have multiple items assigned to each contact. I'd like the contacts to update the availability of these items. I'm attempting to send a mass email to all contacts with a link that filters the report of the item to show only the items associated with that contact. I'm just getting used to Zoho. In normal code I'd: Loop though all contacts, get the ID of the contact, generate a URL and change a URL parameter such as https://creator.zoho.com/appbuilder/name/form/listItems?CONTACTID=#
FORMULA FIELD IF
Dears, how are you? I have problems with this formula, could you help me? It returns "our string is either missing its quote marks, or it needs a comma separating it from another value." If(${Buques.Terminal}=='EXOLGAN',Subdate(${Buques.Fecha de llegada},7,'DAY'),Subdate(${Buques.Fecha de llegada},5,'DAY')) Were ${Buques.Terminal} = pick list value ${Buques.Fecha de llegada = date value regards,
How to I authenticate my spectrum domain with ZOHO?
Hello, Ive been trying to figure out how to authenticate my domain for the past 12 hrs and I only get errors, my webhosting breaks or my emails stop working. Can someone please help me?
Cliq gif timed out option
After a period of time, the gif pauses and will resume for the timed period with a click or something. They can become very distracting when left on the screen or multiple people use them in a chat.
Tips and Tricks #05: Add pictures as comments within a slide.
Hello everyone, We're back with a new Show tip. In today's post, we'll look at a more interesting way to comment and collaborate on a slide in Zoho Show. No matter where your colleagues are in the world, using comments to share opinions or give feedback is
Email tab opens with Inbox
Hi Zoho team, I'm facing a challenge. Everytime i open my zoho mail in my web browser an email from my inbox is also always open. Its the same email thats open everytime. Basically everytime i login to my email along with the inbox showing the same email tab opens. Even if i close the tab, the next time i login to my email it opens again. Kindly help me solve the problem. Thank You. Regards, Nivin
Multible Accounts for Contacts?
I have contacts owning or working for multible Companies or Startups. Is it possible to Link a Contact to multible Accounts?
Problem adding relation using PHP SDK
Hi, i have 2 related list inside my Leads : Products' related list (standard module) Developer_Projects' related list (custom module) i'm able to add products to leads using this piece of code (it's a working sample) : $parentRecord=ZCRMRecord::getInstance("Leads","3225419000002017247"); $junctionRecord=ZCRMJunctionRecord::getInstance("Products","3225419000002033149"); $responseIns=$parentRecord->addRelation($junctionRecord); but i cannot add developer_projects to leads using this
How can I obtain the information of the invoice associated to a debit note, by means of a personalized function in zoho books
Dear I need to obtain the information of the invoice associated to a debit note from a parsonalized function, since when creating a new debit note I must send the information to an API, by means of XML, in which the data of the debit note should go and the reference to the invoice to which it will make changes, but when reviewing the debit in argument "Invoice", of the personalized function, it does not make any reference to the associated invoice, not even the folio or any data with which it can
Emails going directly to Trash folder
The email of our staff going directly to Trash folder. That email: inbound@toptravelvn.com Plz help me fix it. Thanks you!
Blueprint - Perform transition by customer
Hi there, I couldn't find anything on this topic so far. Is there any chance that customers, using the web portal (Help Desk) can do more then 'comment' and 'reply'? I would like customers to accept my 'Resolution' and therefore would like to assign the transition 'Accept'. Is there any possibility that customers in the web portal are able to see and use transitions? Many thanks for your help. Regards, Stefan
Mac App missing Italian lang resources
Hello, I just installed version 4.2.4 from Mac App Store. My Mac is running Mojave v.10.14.5. Notebook has all labels as untranslated text, e.g. GENERAL.TEXT.NOTEBOOKS or NOTE.TEXT.NOTE_COUNT_PLURAL I did not notice before since I had the locale in English, but the app is unusable (nor there is a preference to switch to english). I managed to run the english version by opening the package in the finder and duplicating the en.lproj folder in it-IT.lproj, but it seems weird that no auto-fallback is
pivot table slicers
Is it possible to create pivot table slicers on Zoho Sheets? If so how do you go about it? I have a sheet that has been imported into ZS but it is not showing the slicers created in Excel. Any ideas? Thanks
Job openings status tab
can we add some status features? Lost to competitor Closed
Vendor Portal
Just now testing this feature. So far it is good. One area of improvement may be to include notes/reasons for Candidate Status changes. If we reject a candidate, it is important for the vendor to know why. If they could see notes, it would help.
SubForm Custom Sorting
Hey everyone, wouldn't usually post but I feel your pain on this one. I managed to make it work in a roundabout way. Will try to explain as best I can! The issue is the subforms are sorted by their created time so I've managed to get my subform to sort in the following way.... To give you some context, my subform is being used for sorting a hierarchical task list. I needed to be able to order the tasks but also allow extra tasks to be put in between as and when they were needed. You'll need; - The
Zoho CRM and Calyx Point Mortgage Software Link
Is there an API link to Calyx Point Mortgage Software?
Valid email address excluded due to 'invalid pattern'
Hi, I have valid customer email addresses ending with '.info' that are being excluded from email campaigns due to 'invalid pattern'. Can you please allow this pattern for my account? Kind regards,
Zoho Desk Knowledge Base scrolling issue
When browsing around a Zoho Desk knowledge base from the public portal, when you click on a category the page stays scrolled to wherever it last was. This is confusing and not user friendly because if you're clicking a category that's low on the page, the content loads at the top (out of sight) and the user sees nothing. To the user it looks like the page is blank unless they know they need to scroll back up. The system should scroll to the top automatically when a category is clicked because the
Cheers to the SalesIQ team for helping with the chatbot!
Hello :D I'd like to share with all of you my "behind the scenes" story about creating the chatbot for out Sales.Rocks platform, by collaborating with the Zoho SalesIQ Team. https://blog.sales.rocks/the-challenge-behind-creating-a-chatbot/ We are grateful for your help, for all the hard days and tasks, we really appreciate you, because the final result is perfect. SalesRocky is alive! :)
Notification
Is it a possible create notifications that the applicant has passed the test and the program has determined his status? For example: An applicant has a resume sent to us, he has a questionnaire. After passing through the program, he was rated zero points(rating) and unqualified status. We saw this process only in the program when we tried to understand how such a status was a established ! Thank you very much in advance!
Calculations from 2 forms that is looked up from main form.
Hi, I'm very new to and need help with calculations from 2 forms that is looked up from main form. 3 forms - Bookings, Price Retail, Price Supplier. Booking form has fields Booking Number, Price Retail (Lookup field) and Price Supplier (Lookup field). Both lookup fields are bidirectional with Booking form's ID as reference. Price Retail has fields Price, Discount, Fees, Total and Agent Credits. All currency fields. Total is populated with script below on user input. input.Total = input.Price - input.Discount
LOCKED OUT OF EMAIL
I had two factor QR code scan from my phone (and I was JUST going to take it off yesterday, cause It's such a pain and waste of time) well of course TODAY I smash my phone - well there is no way to remedy and get into my email without contacting support VIA EMAIL - phone support cant do it - THIS IS INSANE - I have to run a business - I DID email support hours ago from a different email - no response - can someone please HELP ME in a timely manner? Note to users , don't EVER activate this.
Domain authenfication trouble!
Hi, I tried and tried and tried again to follow your steps to connect my domain but it just doesn't work. What can I do about it? Thank you!
Searching for e-mails and/or
What I need to do in my searching though my emails is create a search that would show, to: john@abc.com and/or from: john@abc.com. Right now I can do one or the other I can't combine those into one query.
Mass Updating Accounts
I have a client that handles a huge customer support load through Zoho Desk. One Account may have 50+ contacts, with new ones being added each day. They'd like to be able to mass select tickets and associate those contacts with an account. I know Desk can't currently do that — is that something you have on your roadmap moving forward?
Autopopulate the date from a main form onto a subform
My application has a main form and a subform. Main form = deployments Subform = incidents - incidents responded to during each deployment. I have successfully linked the relationship of the two using the main form's ID. Here is my issue, if my user wants to go to the incident form to update something, he/she has no way to determine which incidents go with which deployment day (unless he/she knows the ID number, they will not). So I would like to have the date autopopulated from the deployments
4 Things You Should Do Once You Get Started with Cliq
Hey there, new user! You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience: 1. Invite your colleagues Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them? To invite your colleagues to Cliq, head on over to the Admin Panel which
Spreadsheet export cells format seems to have changed.
When I need to import new records in Creator, but I don't want to import duplicate. I export the list from Creator and then compare with my new list using the conditional formatting for duplicates. Since a couple of days, even if there is duplicates, Excel doesn't recognized them anymore. It seems like the format of the cell is different then it used to be, creating this problem.
Convert Your Events' Leads Into Customers Using Eventbrite Extension for Zoho CRM
Hey, Zoho CRM folks! Have you ever tried to organize a corporate event? It is indeed managing an event is a massive task and handling the attendee details is even more tedious. As an event professional, you surely know how demanding it can get. We have
Allow Public Uploads to a Folder with a Password Only
I cannot find how to allow a Public user to upload a file to a "Public On the Web with a Password" folder. We were expecting to allow our clients to have the ability to upload their application to Zoho Docs. Then we'd close the Public access to the folder once they have uploaded the document. Is this something that Zoho Docs can do? Thanks, James
How to SUM values in at the charts?
Hi! I'm new in zoho sheets and i want to do a chart with some values and i want it sum when the value are the same. That looks impossible... Thanks
Next Page