Report API
Is it possible to generate a report and send it via email using a deluge function?
Online Video Meeting
Hi! Can be a feature have integrated Zoho Meeting (or another) for make online-meeting with candidates and customer, or record a session for share with customer or another people for feedback like a url-video-youtube. Thanks
Where is the proper API V2 documentation?
I am using the API V2 PHP SDK. I have made successful queries but can't find any formal documentation on the API, only tutorials and examples that do not explore many of the parameters of the various methods. The source code also lacks any comments about the parameters. For instance the ZCRMModule class has a method getRecords: public function getRecords($cvId=null, $sortByField=null, $sortOrder=null, $startIndex=1,$endIndex=200,$headers=null) but I can't find any explanation of the parameters,
CAN SEND EMAILS BUT I CANT RECIEVE MAILS FROM OUTLOOK, HELP
Hello I have some clients who ise outlook mails I cant recieve their mails... I can send but i cant recieve PLS HELP
Zoho Projects in relation to CRM, Calendar, and Mail... Are they integrated?
Are these apps integrated? I feel like they are not and that they must be used separately. For example, can you create a task specific to a specific lead and have it show up in Zoho projects as well and on the Calendar?
Coupon not applying to Startup Fee
I have a product that has a monthly cost of $236.00 and has a startup fee of $395.00. I want to set up a coupon to waive the startup fee but when I apply a coupon of $395.00 it treats the startup fee like a separate line item and just discounts the cost of the product itself ($236.00 since that is the max is can take of the $395.00). Am I missing something on how to do this?
zbcode
Where do I find my zbcode? Thanks
With Zoho Desk, now take the solution to your customers.
When your customers have a question, they have to leave your app or website, go in search of an answer, and maybe even contact your customer service team. You lose out on significant time that they could've spent on your app instead of scouring your help center or writing to customer support. What if you could give them all these options right in your app? ASAP for Zoho Desk ensures that your customers never have to leave your app in search of help. ASAP helps businesses go mobile-first, by bringing
Introducing SignForms to simplify the document signing process
Hello Today we are excited to announce the general availability of SignForms. Gone are the days, you need to import a document, add recipients, fields, and send it out for signing manually every single time. For example, if your company wants to get their social media policy signed by new hires, the human resources team can create a SignForm and embed its URL in your company's onboarding email for new hires to sign and submit. How it works: Create a new template or convert an existing template into
Workflows Question
Hello, Glad to be here! I hope you can help me with this question. Is it possible to create workflows that they modify fields in accounts when modify fields in tickets? As products, operation status, contracts or a numeric valor? The idea is that the agents don't have to go to accounts module to modify/update this information. Thank you in advanced. Mario
Integration with SQL Server
Is there anyway to populate Zoho CRM with data directly from MSSQL? I'd like to figure out a way to upload Account changes from our Accounting software directly into Zoho to prevent duplicate data entry.
Zoho + ERP (SAP)
First of all: I'm using Zoho CRM and I have complete right that it's a brilliant solution for sales force. But, in my new job, doesn't exist a CRM system and I want propose Zoho CRM. In the company, we're using a ERP (SAP), a few time ago. I would like to know about integration between Zoho CRM and ERP (SAP), as possible? How I can do that? Regards, Renato Lima
How to connect contact with account
How do you reliably connect an account with and a contact? The only example i saw is to updated the "Account_Name" property on the contact. But Account_Name is not unique. If i have two accounts with the same name i can only assign contacts to one of them. Is there a way to link contacts to accounts by the account_id instead?
outgoing and incoming disabled
One of the mail users incoming / outgoing mail is disabled. When I see the user in control panel, I see incoming / outgoing disabled in red. When I try and enable it, I get the error message: Operation permitted for paid user(s) only. sales@buildmax.net is the email address.
Missed Chats with Sales IQ including Visitor Info
Some things we have notices. When a successful chat has taken place, our customers will receive a chat transcript. The information includes: Chat id# Customers Name Date and Time Website that customer came in on Who attended the chat Chat Duration Chat Transcript A Missed Chat will include - in our case Visitor Details--- Chat ID# Visitor name Email Phone# Department: Website they came in on Date and time ---Visitor Info --- Any custom fields you set up --- Available Operators Busy Operators
Formula
Looking for assistance to use formula rather than WFR do to changing of the fields value I have a checkbox, that needs to be true, if the date value of another field is =>180 than today example: IF(xxxfield value )=>180 from today's date, the value is true
Cliq's equivalent of a slack @channel post
How do I alert/tag everyone in a channel an once. For example @channel "We got a big deal". Instead of @person1 @person2 .....
Add a reaction to a message
Sometimes users want to react to a current or past message in a thread but rather than copying a previous message and posting an emoji, let users simply mark the actual comment with an emoji/reaction.
Serch form
campo de pesquisa ocultar exibido os dados que se auto completam
REST API view/get not working
Hey, I am trying to get the REST API get request working, but when I make the request, rather than getting the data from my view, I get the HTML code from the Creator frontpage. My URL query looks like this: https://creator.zoho.com/api/JSON/PROJECTNAME/view/VIEWNAME?authtoken=AUTHTOKEN&scope=creatorapi&zc_ownername=OWNERNAME Where PROJECTNAME, VIEWNAME, AUTHTOKEN, and OWNERNAME are replaced by the values that are specified by the documentation. Any idea what is going wrong here? Cheers.
You are such a looser company and pathetic customer service
I had bought a domain from your site and after 7 days followups i got nonsense reasons from your team See the mail below which was sent by your team after 7 days followup We regret for the inconvenience caused. This Email is in regards to your attempt to register the domain ( doctto.com ) through Zoho. Though we deducted the amount from your card / account, domain wasn't registered. During earlier phone conversations, we promised you that the case was escalated to back end team and will be fixed.
Meu Admin Proprietário não Loga na conta.
Meu administrador não consegue se logar na conta, pois a mesma informa que não é permitido o acesso a partir desta maquina. O que poderá ter acontecido? já que ele não tem acesso ao sistema, o mesmo não consegue acessar para monitorar nem acompanhar tarefas em aberto no projects. Está dificil pois ninguem da zoho entra em contato ou soluciona o problema, e já mencionei que não é problema de login e sim de restrição em qualquer maquina que eu vou. Grato.
When creating event from Quote the location is not looked up automatically
Hi all, I am having an issue when creating an event from a quote. I create a quote and on the quote page select to add event, it automatically selects the contact associated with the quote but when clicking into the Location field it does not automatically drop down with the contacts shipping/billing address to be clicked. If I go to the account of the customer, add event, I can select the Location from the dropdown then later can select relates to Other, change Account to Quote and lookup the quote.
Zoho CRM automatic SMS
Hello, How to send automatic SMS message to the newly added "client" ? I'm using Zoho CRM "standard user" with Twillio extension and I need to automatically notify my customer that his record has added to our system without manually clicking "send bulkSMS". please help.
email issues
I cant sent Email can you help please
Cliq 2019 update: #2 Organize your workforce with the revamped Admin Panel
Hello everybody, Today's post is all about the revamped Admin Panel—a major update to help you organize your company's structure in Cliq. In this revamp, we have kept the existing features of the old admin panel (just aligned them a bit different now), and brought in some cool features. Let's take a look at them. Bring in your company's structure into Cliq All your employees will have specific roles at workplace. Be it the department they belong to, their designation in that department or the various
Show Total in Report View ZC5
HY, How can i show Total in Report view in Zoho Creator 5? like Show in Below Picture
Problem in insert leads record
Hello All, I have getting this is error : Fatal error: Uncaught ZCRMException Caused by:'invalid data' in D:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\BulkAPIResponse.php(36)
#0 D:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\CommonAPIResponse.php(29): BulkAPIResponse->handleForFaultyResponses()
#1 D:\xampp\htdocs\zoho\vendor\zohocrm\php-sdk\src\com\zoho\crm\library\api\response\CommonAPIResponse.php(22): CommonAPIResponse->processResponse()
#2
Custom function to add contact hone to deals
Hi community, I have just stated at a new organisation and am implementing Zoho CRM. I am looking to automate a few features, and read the following article with interest: https://help.zoho.com/portal/community/topic/how-to-autofill-lead-fields-based-on-selected-contact-lookup I have zero experience with deluge code or custom functions, Id like to add just the client contact mobile or phone only (No address etc.)... Can anyone point me in the right direction using the code in the above thread? Thanks,
Webhooks payload results are not able to be fully displayed
Hello, I'm having difficulty displaying webhooks parameters as the tree expands. There doesn't seem to be any way to drag open the divider to accommodate the expansion of the tree. Am I just not seeing something? The screenshot below illustrates the problem: Thanks, Bryan
Very basic workflow keeps returning an INTERNAL SERVER ERROR
I'm trying to create a very simple workflow that creates a task to return missed calls. For some reason, the following line // callId is an input argument of type INT mp.put("What_Id",callId); causes the workflow to return the following error {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"} If I comment out that line then it works, however it doesn't add the missed call in the Related To field. Zoho online support has been unhelpful as usual so I'm hoping
CRM Zen Show – Episode 20 – 6 Minutes on Writer!
CRM Zen Show – Episode 20 – 6 Minutes on Writer! https://zurl.co/kpDP #Zoho Updates to #ZohoWriter, #ZohoBooks, #ZohoInventory, and #ZohoVault #Brekeke Call Center Integration to Zoho #Zoholics 2019! Some Good Reads DropBox and Google Drive Zoho Integration A #ZohoSurvey Tip
Logo sizing on PDF invoice
I'm having trouble getting my logo to size properly on the invoices. I've changed the dimensions to what you recommend (580 x 250 or as close as I could) and it comes out huge on the invoice, taking up the top 20% of the page. If I use a smaller size (130 x 70) it comes out the right size but all pixelated. I'm using a PNG image. Any suggestions?
Emails are not sent to Hotmail emails.
Hi, We are getting this message when we send email to any of Microsoft email service. This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. qasims@live.se, ERROR_CODE :550, ERROR_CODE :5.7.1 Unfortunately, messages from [31.186.226.248] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). You can also refer your provider
Zoho Blacklisted?
He guys, I get the following message sending mail to a prospect ERROR_CODE :550, ERROR_CODE :5.7.1 Blacklisted by ISP Can you help me out for this issue?
Hotmail has blacklisted Zoho
Got this since this morning: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. BLAHBLAHBLAH@hotmail.com, ERROR_CODE :550, ERROR_CODE
Trying to embed code in a Zoho site snippet
Hello, I am trying to embed a subscription code into a Zoho Sites snippet element which works fine EXCEPT when I use a row that has three columns and I attempt to embed different codes into each column. For example, I have 3 different subscription products and I want to create a page that allows my customer to see all three subscription levels and then select the one they want. The only way to display this on a Zoho site is to create a row with three columns and then add the code snippet element
Tennis core tracker
I am wondering if Zoho Creator would work for this. Basically I need a app to track my sons tennis matches. I would have a list of events, a list of locations (multiple events at each location), a list of opponents, matches including the scores, and a selector for each match as win/lose. It would also be good to have opponents notes etc to plan tactics for future matches. Is this possible? Are there any templates I could start with?
Edit document before sending
I often need to make minor changes to a contract on a per-deal basis. I wish I could to start a "Send for Zoho Sign" process for a given deal by using a pre-populated template, but make those changes before sending it. I see no way to do this other than
crear mas de 5 usuarios
Saludos En estos momentos me encuentro con un problema, quiero agregar 7 ususarios a 10 en mi dominio pero la plataforma solo me deja tener 5, como podria agregar mas usuarios sin necesidad de pagar 60 dolares por usuario anual Saludos
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