Budgets Zoho Books
Hi, How can i set up budgets and monitor monthly budgets versus actuals to report on. Kindly assist. Or is there a specific app for budgets? Kindly help . Thanks
2 way Calendar Sync between Zoho Mail and CRM
When will it be available so that we can have 2 way calendar sync? We are currently missing meeting because we accept the meeting invite in Zoho Mail, but it doesn't then sync with Zoho CRM It used to work great with Google Mail, so why cant Zoho deliver the same functionality
Multi Team Setup
Hello, I have a setup where a user belongs to multiple teams and am unable to set up the roles correctly. Any suggestion. Example - Brand A has Manager Role - Tom Brand A has Sale Exec Roles (Under the Brand A Manager Role) - John and Peter Brand B has Manager Role - Jason Brand B has Sale Exec Roles (Under the Brand B Manager Role) - Steven and Tom Tom plays a manager for Band A, but acts like a sales exec for brand B. How does this work within Zoho?
Developer for ZohoCRM Leads - Auth API 2.0 (Token issue)
Good day, Trying to figure out a way to always have access to post data to modules.leads. I managed to work this out using postman, but only using a self client code. Would like to use a serverless function to push the data and it requires an auth token that has not expired. Is this possible to get this token using only the client id, client secret?
How should I go about Zoho App Migration?
I have a rather developed Zoho flow which was developed to serve an individual company. Now, I'm creation a more complex system off of this which requires a new account. My flow encompasses most applications on the platform. It would take me quite some time to replicate what I already have to create something new.. so I wonder, what would be the best way to migrate a developed flow to another account? From my understanding it may be impossible to clone an account in it's entirety. So if I can't do
Non-Sequential Stage Completion
It would be awesome to have the option when customizing the fields, to toggle "allow non-sequential stage completion" or something... We have a stage for "Material Ordered" and a stage for "Job Scheduled", but they don't always happen like that, and if we have the job scheduled first, then it may be misleading and look like material has been ordered even if it hasn't, but completing a step always auto-completes everything before it. If that toggle would flip these to checkboxes instead of thumbs
Integration process questions
Hi We are integrating your CRM via PHP SDK and we have few questions. Is you system always online? I mean some temporary issue in your system. On local machine we had situation when we received response from your system that user is not found in you system. In same time site was also not available (I saw some page with form and message about error). We authorized our app via grand token generated on Self client page. I want to clarify if app will be always authorized? Or we need to reauthorize
Recovery an anccount
A year ago I made this account and would like to recover it because I have sites linked to it. The login is: lemon2accounts+spustchoftbunt@zoho.com
Recover deleted email
Hello. I need you help to recover an email that I deleted form Trash about a week ago. I tried looking myself for way to do it, but only thing I found is people in this community requesting it and getting help from you. I appreciate your help. Thanks!!
Send out new e-mail from ticket
Hi, We recently moved to ZOHO desk (from just using e-mail). Now we are looking for a way to send out e-mails from a ticket to someone else. For example, customer is asking us for a specific product. From the ticket we would like to send an e-mail to our supplier to aks for availability. We although only have the option forward or reply in our screen. Is there a way to start a complete new thread with a third party within the ticket ? I do not really like to use the forward option as it is also
GET URL ID in products page
I'm new here and I'm creating a app to control my products costs. I create a new page with my product list, I need to create a link for each product send to information page, this information page will show me all information for this specific item. I'm sending ID_product for URL https://app.zohocreator.com/ricardo289/custo-produtos/#Page:PG_Custo_do_produto?VarID=1 Now I need to filter all details using this VarID , how can I set a variable with this information ?? like: VarID = ????? (URL variable)
Mass Update to Trigger Child Mapped Fields?
I have a single pick field that contains nearly 200 properties, and have used this as the Parent field to 11 single-pick Child fields. With more than 6,000 records in the CRM, I'd like to "trigger" the child fields to update instead of either clicking into each record to update the child fields, or have to write a 200 step workflow to update the child fields. Anyone have any ideas for a mass update of this sort? Or could point me in the right direction? Huge thank you in advance.
New filter (if e-mail body contains ___ put it to folder ___)
Highly needed.
Post XML String data without a Form
Is it posseble to post the XML string data without a form, I am trying the below script without much luck? ------------------------------------------------------------------------------------------------- <script type="text/javascript"> if (window.XMLHttpRequest) { xhttp=new XMLHttpRequest(); } else // Internet Explorer 5/6 { xhttp=new ActiveXObject("Microsoft.XMLHTTP"); } var url = "http://creator.zoho.com/api/xml/read/apikey=[APIKEY]&ticket=[Ticket] "; var XMLString = "<ZohoCreator>
Cliq works in Hindi across all interfaces
We're thrilled to announce that Cliq has added Hindi to the list of supported languages. Read on to know how you can localize Cliq with just a few clicks! Cliq Web & Desktop App Tap on your display picture to open the user panel Click on My Zoho Account to land on your account set up view and click on My Profile Info In the Language field, search and select हिंदी Save your preference! Cliq Android Go to Settings, then Language and input, and switch to हिंदी . Now, Cliq will adapt to the language
Client host blocked using dnsbl.sorbs.net
Hello, I got this message for every mail I try to send: INVALID_ADDRESS, ERROR_CODE :554, ERROR_CODE :5.7.1 Service unavailable; Client host [135.84.80.216] blocked using dnsbl.sorbs.net; Currently Sending Spam See: http://www.sorbs.net/lookup.shtml?135.84.80.216 Please help. Thank you, Juliano
I can´t modify my own help center for customer
im using zoho desk, and i create a customer portal so that they could create tickets. but i want modify this portal and add features by HTML. but this option does not appear. I remember that it was possible before
Cannot get CRM Formula Fields to Calculate
Hello, I am struggling to get my CRM Formula Fields to perform any task. I've tried to read every support topic, help tutorial and youtube video I could find but cannot get the job done. I somehow fell into success last week and got my formula to return a "decimal" type answer (see screenshots) but when I go to create a new formula field it is not in the drop down menu. I know I am missing some very simple steps. Please help. I just want to make a simple calculation using number field types all within
Save your seat for Zoho CRM's Java SDK webinar!
Hello folks, We've decided to start a biweekly webinar series for developers which will cover many broad topics in rotation. To start with, we'll be having a webinar on Java SDKs during which attendees will be shown how to sync data between Java based business applications and Zoho CRM. The demo will be followed by an interactive Q&A session on how to use Java SDK to write business logics in CRM. The first session is happening on 31st October, 3.30 pm IST, and we'd love for you all to join! We'll
Book Flights From Los Angeles to New York
Want cheap tickets? Call our experts and Book Flights From Los Angeles to New York . We provide cheap and affordable tickets. Call and Book Flights Los Angeles to New York.
Disadvantages of tags vs custom field
Hi, I'm debating the use of tags verses a custom field named "Type". All contacts would receive a couple of labels. Other than limits on number of tags per record or number of tags per module, can anyone think of any disadvantages with going the tag route?
My Zoho contacts are randomly disappearing
I am using a free version but don't have more than 800 contacts. After gong into a record, making an update and then saving it - upon trying to go into it again I have found that the contact has disappeared and is only to be found in the recycle bin. How do I stop this from happening?
ASAP API:- Captcha Removal
Hello, I have been reading a few topics regarding the removal of the Captcha field from the Add Ticket ASAP API. Do we have an option to remove this now? If not, is it on the roadmap to allow it to be configurable? If it is not on your roadmap, is there any where that we can make a request so that it can? We only allow users that have authenticated into our system the ability to create support tickets so this extra security check isn't really needed. Also we've had a few complaints from our own customers
Why did Zoho integrate with Tableau, as this is not best suited to survey analysis?
Why did Zoho integrate with Tableau, as this is not best suited to survey analysis? It seems more suited to BI than survey analysis. Stastistical analysis of survey data requires very specific capabilities, such as significant difference calculations for proportions and means across cross-tab columns, banners, ability to handle multiple responses, RIM weighting etc. Far better options would be for example: For marketing research / consumer insight survey analysis: The Survey System, Q research, Marketsight,
How to duplicate Google website satisfaction survey effect?
How do you create a survey similar to Google website satisfaction survey? Google website survey pops-up and shows four questions to the visitor after they have carried out a certain action, such as visited a page. I guess you could also set it to pop-up after a certain time has elapsed. It would be great if the same could be achieved using Zoho Survey with Zoho Site.
It's time to create and sell Bundles of Joy with Composite Items!
We are very happy to inform you guys that we have successfully rolled out a new feature called Composite Items. This feature will allow you to define bundles and kits, box them together, track the stock of the kits that have been boxed, buy them, sell them and unbox them if you need your associated items back. To know more about this feature - take a look at our User Guide by clicking on this link. Regards Sherry - Zoho Cares
Zoho Assist - Fedora - Locking Machine/Cannot Reconnect
Hi Guys We are currently in-trial with Zoho Assist, hoping to utilise the Unattended Access feature to work remotely on Fedora PCs. However, we have ran into the following problem; If the Fedora machine is locked (session locked, like WIN+L in Windows) from within the session, the machine is locked and then disconnected, and it is not possible to reconnect. Attempting a reconnect shows a black screen for 1-2 seconds, and then disconnects the session immediately afterwards. Essentially, if you lock
Google+ API shutdown in Zoho Social
Hello everyone! With Google's announcement on shutting down Google+ and subsequently the Google+ APIs, we plan to discontinue Zoho Social's integration with Google+. What does this mean for a Zoho Social user? If you've already added Google+ Profiles and Pages to your Brands on Zoho Social, the Google+ functionality on these Brands will cease to function after 28 February, 2019. Also note that it will no longer be possible for you to add new Google+ Profiles and Pages to your Brands on Zoho Social
Walk-through 8: Evaluating your session using analytics
Hi all, Gauging how a session impacted the audience is just as important as the planning that went into it. This assessment exercise is beneficial, as it enables presenters to see if the content in the slide deck is good as is, or if it needs to be improved for future meetings. How do you gather insights from attendees to enhance presentations more effectively? Let's discuss evaluating your session using analytics. After a session is complete, Backstage generates detailed analytics to give you
Client uploaded document a week ago. No notification was sent out to me.
I am trying to figure out what I have misconfigured (if anything) in my Zoho Projects portal. A customer uploaded a document into the portal and also made a comment 7 days ago, and I'm just now finding out because it was on my dashboard after logging in. In my Settings -> Personal Preferences -> Notifications section, I literally have everything turned on. Can someone tell me what I'm missing?
I have 2 zoho project portals associated with my email
If I go to the Projects module from CRM, I am sent to the following portal: http://projects.zoho.com/portal/paperlessenvironmentsprojects I somehow have 2 zoho project portals associated with our account. I think it came from when we were using the trial. I need to delete the one not in use. The portal that WE DO NOT WANT has the following name: paperlessenvironmentsprojects This is the portal that we want to use. https://bugtracker.zoho.com/portal/paperlessenvironments
Zoho Forms integrates with Zoho Sign
Hello everyone, We are pleased to announce the release of our newest integration with Zoho Sign. You now have the ability to include form data in your agreements, contracts, or invoices, and quickly send them out to collect digital signatures. You can do this seamlessly from directly inside your form. Let's dive in and see what else the integration offers! Zoho Sign is a digital signing application used to digitally sign electronic documents. Using Zoho Sign, you can sign a document, send them to
MTD for UK
Sign up for it UK guys - the Zoho team has done a great job & the new VAT filing module is fantastic ! You can now sign up even if you trade with the EU, so go ahead & enjoy this new feature ;-)
Forms PDF Export Name
Hi within forms I have created a new name for my pdf, but the pdf that is copied into google docs is still called the form name. I cannot find where to change this or why it doesn't work? Can you help
Importing CRM uses Contacts and Company
Hi, We are importing another CRM. How do you get it to map to more than just Contacts or Company? We have all the client information that includes company info in one spreadsheet. It only let's you choose one to map it to. How can we import it into both Contact and Company modules? Thanks.
Zoho Assist Desktop.exe not terminating / leaving orphaned instances
I am having an issue with the Zoho Assist Desktop.exe (64bit). When the app launches it creates 4 Instances of Zoho Assist - Desktop.exe in Task Manager. When I hit Close by "X" Out in the upper right corner, 2 of the instances are terminated but 2 instances remain. Subsequent launches of the product create 4 more instances and orphan 2 of the instances on close. On a Busy workday I could have 4-10 orphaned instances of Zoho Assist - Desktop.exe in Task Manager, each chewing up memory and resources.
unable to Verify domain
Hello, I have not been successful in getting my domain verified. clarksvilletelephone.com Thank You, Jeff Clarksville Mutual Telephone Co
Group member not receiving email
Hi, I have one group 'ask@startayurveda.com' Mail sent to this group from my Gmail account are not received by the members in the group. However mail sent from 'ankit@psca.co.in' are received by the members. Most website users have Gmail account, So will we not get any mail from them when sent from their Gmail account? Please help Regards Ankit
Login to notes
I have by mistake uninstalled the application.After reinstalling ,I am not able to login with Google account . The message I get is"not able to access your phone". Help please. Rajan
Zoho Notebook not syncing between my iPhone and Windows computer
My Zoho Notebook is not syncing at all between my iPhone and Windows computer...can somebody please help me?Thanks,Michelle
Next Page