How do integrate with a new partner--ADP
We use ADP for onboarding and I would like to move applicant in ZOHO to new hire in ADP.
Candidate status drop down
Will it ever be possible to delete "others" from the menu. It is now too many choices for recruiters to select.
Job Opening Status
Hi, I want to change Job Openings Status for jobs that were created and that my client has now canceled. The field says it is read-only. Where can I change that ? thank you!
Open Position Report and Job Openings Dashboard
1. The open position report that I run always creates duplicate jobs. I have tried to filter to just one record but am not able. I attached a report with duplicates. 2. For Job Openings Dashboard. Is there a way we can track which positions have candidates in "Associated" status. For us candidates in "Associated" status means they have not been reviewed and/or dispositioned. That is the status they are in when they come in from job boards tool.
A few questions/suggestions to improve Zoho Recruit
I have been using Zoho Recruit coming up on 2 years now and have some questions and suggestions regarding the tool. When importing candidates resumes and associating them to open requirements, is there a way that only open requirements can be presented as choices to attach them to? This adds extra time Can we get more than 20 matches on the Matching candidates function please? New feature really desired please! In other ATS tools there is a tab that takes an existing candidate and searches through
Integrate Desk with other Zoho Products
I already have Zoho invoice and Zoho Assist. I am trying a free trial of Zoho Desk but none of my customers show up, my company logo, nothing transfers over. Is there no way to get the data located in Zoho invoice over to Desk? Also, I would like my customers to be able to log into their Zoho Invoice Portal and create tickets for Zoho Desk. Is this possible?
Customizing Zoho Recruit to my Company's needs
Hello! We recently purchased Zoho Recruit and are trying to adapt it to our company's needs. But we are having trouble customizing the email and job opening templates. Can you walk us through?
Indeed Organic
Indeed is not scraping our jobs from ZOHO. What am I doing wrong.
Ask the Experts: Live Q&A on Reports and Dashboards in Zoho CRM
With sales trends, targets, pipeline stages, meetings, follow-ups, and more, Zoho CRM provides analytics dashboards and reports to keep you informed and up to date. Zoho CRM's managers will be hosting a live Q&A this month on Reports and Dashboards! This will be a great opportunity to get your Zoho CRM questions answered. Here are a few aspects of Reports and Dashboards that you might have questions about: Creating dashboards Analytical components - Charts, KPIs, Comparator, Anomaly Detector,
Instagram Direct Posting
For some reason I cant seem to authorize my account to allow direct posting. It wasn't a problem because I could post manually to Instagram, copying the picture and text via the Zoho app, but since the app update this doesn't work. So I have no way to post to Instagram can you help fix this! Thanks Mark
TOO MANY MANUAL ENTRIES
ZOHO PROJECTS!!!!!! YOU GUYS ARE KILLING ME WITH ALL THESE MANUAL ENTRIES IN YOUR PRODUCT. OMG I'M DYING. I NEED TO KNOW WHAT YOU GUYS ARE DOING TO FIX THESE GROSS, DISGUSTING WASTES OF TIME. HOW CAN YOU CREATE AN AUTOMATION AND YOU STILL CAN'T FIGURE OUT THAT YOU NEED TO HAVE A FIELD FOR GROUPS, BUDGET BASED ON, AND SO MANY OTHERS IN YOUR TEMPLATE. WHY DO I NEED TO CREATE PROJECTS FROM TEMPLATE AND HAVE TO SET GR0UP EVERY TIME FOR LITERALLY THE SAME TYPE OF WOOORRRKKKKKK.
Import Bugs into Bug Tracker
We have used another third party program for many years to track bugs. I would like to import into Zoho Projects our "open" bugs from the other system. I don't see a way to import??
Cuentas gratuitas
Tengo una pregunta, Actualmente tengo 5 cuentas de correo configuradas de forma gratuita, si quiero tener una cuenta adicional debo pagar con el plan lite, debo pagar 1 dolar por cada cuenta o por cada cuenta adicional?
Tip 38: Project Custom Section and Custom Status
You can now customize your project layout with new sections, custom fields, and project status. Every project will have a default layout called the Standard Layout. All the projects in the portal will be associated with this layout. Project Information and Budget are the two default sections available in the Standard Layout. These sections consist of the default fields that can neither be edited nor deleted. You can add new sections and fields to the standard layout. How do I customize new sections
Tip #22 -Swimlanes in Zoho Sprints (Part 2)
Before we get in to know what's the new enhancement, let us have a quick glance of our previous tip on swimlanes. Zoho Sprints has enhanced this feature by adding two new swimlanes. Viewing swimlanes Navigate to your board, click Swimlane in the right corner, and choose your swimlane. Introducing new swimlanes User Swimlane: Lists all the work items based on particular users in the sprint. Track the users with maximum work items across each status. Track the work items tagged in the 'Unassigned'
Zoho CRM free account to Mailchimp
Good Evening, I am using for now the free edition of Zoho CRM. I would like to connect my leads with a specific Mailchimp list 'My Zoho Clients'. Using the Mailchimp extension from marketplace I saw that it creates a new list in Mailchimp 'Zoho CRMleads' and then it syncs the leads to this list. This is not exactly what I want. I think that this extension is not possible to send the leads from the Zoho CRM to a specific Mailchimp list. Do you know a free sync tool which can do the above?
POPPRO is inaccessible, asks for password
Few of my organization accounts with POPPRO.ZOHO.EU settings asks for password since 9:00 AM (UTC+02:00). No changes to account settings or passwords where made. IMAPPRO and SMTP works fine.
Need more details in getfields API in V2
getfields API in v2 doesn't return info if the field is required or not Example: In v1 <FL req="false" type="Currency" maxlength="16" fval="$0.00" label="Amount" customfield="false" /> What is the equivalent field for "req" in V2
Zoho CRM API V2 to update values of Fields in Custom Module
We are trying to implement API v2 in our code, using this we are trying to update client's data.Here we are facing issue like in JSON Object i passes all the name of the Fields wrong then also it is displaying Successfully updated the records. The API should validate name of the fields of each module. There should be some way to identify that the field's name which we passed in JSON are not Correct. Please give your suggestion on this.
AuthToken for just one API
Is it possible to generate an AuthToken that is specific to a module or function of a module? When I do this using the browser method, I get a "Scope details incorrect." error. https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM.modules.leads.create?DISPLAY_NAME=LeadsOnlyAPI
About Zoho CRM API V2
I use Zoho CRM API V2 for first time. I have problem I don't use :getConfigValue() ,don't get value ex :getConfigValue(ZohoOAuthConstants::DATABASE_USERNAME) why
What size should a company logo image be for branding WorkDrive?
I have tried various sizes of PNG images and all of them are very blurry. What should the exact dimensions be for a clear logo? Thank you!
python login no longer working
I have been using the python zcrmsdk module over the last few weeks to access our Zoho data, however since last Friday, the exact same login function I had created no longer works. Have tried deciphering the error message but am not having any luck. Running the following code I get errors: from zoho_functions import * # To create an authentication key go to the following website: # https://accounts.zoho.com/developerconsole # click on triple dots, and then self-client # paste the following scope:
When making QUOTES/ORDERS my users cannot see ANY PRODUCTS unless they are the Product Owners
I have i huge issue. I am the Administrator User and I added all of the Products to our organization. The Products are Shared with all the users and yet none can see them in order to make Quotations or Sale Ordes The only way that they can see the products is if I make that user the owner of that product.. but again, the other users are still not able to see them, only add new ones I have over a 100 products and I cannot make duplicates for each user, because some of these change prices on a monthly
Get all Accounts and their associated Contacts via PHP SDK
I need to build an array of all the Accounts and all Contacts associated with each Account. I am struggling to find a way to make this happen with API v2. I am using the PHP SDK.
Problem 4600. <code>4600</code> <message>Unable to process your request. Please verify if the name and value is appropriate for the "scope" parameter.</message> </error>
Hello everyone! Can you help me with my API call? I can't understand what is wrong with it. I am updating CRM contacts record using the following url: https://crm.zoho.com/crm/private/xml/Contacts/updateRecords?authtoken=MyToken&scope=crmapi &newFormat=1&id=3421207000000728070&xmlData=<Contacts><row no="1"><fieldlabel value="First Name"><![CDATA[Nick]]></fieldlabel></row></Contacts> But I am getting the following error message everytime: <response uri="/crm/private/xml/Contacts/updateRecords">
404 - Error
Dear sir, Please help and support me, my website is https://www.finvalresearch.in, but in services page - start up services page( https://www.finvalresearch.in/start-up-services.html ) is not open, please help me.
Reordering tasks
Hi ! I'm starting a project and for now adding tasks in no specific order under the general task-list. Now, I like to reorder them. They don't have a completion date or urgency set. However I'm wondering how to move them. I tried the kanban view with no much success. I'm using an iPad Pro as main device. Neither via Safari browser, not with the iOS app, moving tasks seem obviously available. So, how can I achieve this ? Thanks
Publish your Jobs to Multiple Job Boards
Hello! Today we are happy to announce the long-awaited integration that allows you to post jobs to popular free online job boards, such as SimplyHired.com and Indeed.com. You can now post multiple job openings to Indeed and Simply Hired directly from
Mass Schedule Call
I'd like to create a call list for a user. Either by mass selecting the records or through a filtered search. Essentially I would like to be able to mass choose the contacts, schedule a call and assign those calls to a specific team member. Basically to run a phone bank. So once the user was done with the call for Contact A and entering the info, they would go back to the list and Contact A would be gone because the call is complete and they would move on to Contact B.
Problem when marking a contact as an End User for the portal
I've created a contact view which filters the non-portal users. When I try to select one of the records on this list and try to add them as an End User then I do receive a warning message stating that this user has already been added as an End User to the portal. I don't have the option to disactivate this user as an End User but only the option to add them as an End User.
Adding permanent text to Leads Module
I need to add our GDPR statement to the Leads Module so our operatives can read it out verbatim to clients as they are signed up on the CRM but I cannot find a means of doing this. Is it possible?
Moving files between dropbox folders
Hi everyone. I have started testing Zoho CRM for potential Enterprise use. I am preparing a use case presentation for my managers. The biggest selling point would be that it can be modified according to our needs. I have hit a bit of a snag here. I am trying to create a script using that would move all files from a single folder to another. Is this possible to do using Deluge script? Additional benefit would be if i could limit the moving to administrators only (eg. employee leaves the company a
Where is my customer data located?
Hi, Please can you clarify the following answer from the FAQs: 11. Where is my data located? The data of zoho.eu customers will reside in the US data centers and that of zoho.eu will reside in our EU data centers. Considering I am registered at zoho.eu, where is the data of my customers stored? Many thanks
Super Admin Password Reset Help Required
Hello I set up Zoho mail for my client: meenakshiammamemorial.com Now my client wants to add more accounts to it, but I forgot its admin email id and password. Tried to reset it but showing an email which I do not recognize . can you please help me to reset it, i own both the domain and hosting.
Can I NOT invite a Client when connecting Projects to Books?
I've setup a Project with a Primary Contact in order to integrate with Books. However, my Client got an invite to join the project. I don't want that. I only want to establish the connection so we can invoice with Books. How do I do that? Thanks, Scott
Renaming mail address from 'systemgenerated@zoho.eu
All, On a weekly base an email is sent to several employees in the company. This mail contains a report with valuable information regarding leads. When receiving the mail, the from mail address is systemgenerated@zoho.eu. Some of the employees do not recognize this mail address and delete the mail. Would it be possible to adjust the FROM mail address to a more common one? Best regards, Wesley
Why are we being asked to migrate API's from 1.0 to 2.0
A client of mine received an email from Zoho them to migrate their API's from 1.0 to 2.0 for ZohoCRM. The thing is they do not have any custom API's. They do not integrate ZohoCRM with any other services or their website. They use ZohoCRM standalone. They never had to make any custom API's when they originally set it up. What exactly is Zoho asking them. Does this migration only apply to those customers of ZohoCRM that link it to other platforms and services or are all ZohoCRM customers required
Mobile apps
My company is switching to Zoho One. In the iTunes App store, there is a One app and apps for individual Zoho apps. Should I use only the One app? Or can I use the individual apps? Does it matter? Thanks!
Can't delete account
I was setting Zoho mail up in preparation to move my email over. I had everything set up except I could not set up a mailbox because it was somehow associated with the super administrator. When I finally figured out how to remove that email address from the SA, I could not sign on to the other accounts. Long story short, I wanted to delete my account and start over. I deleted the domain but when I try to delete the account I get the message: You are an administrator of your organization : "xxxxxxxxxx".
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