Zoho Analytics vs Power BI vs Google Data Studio
I have been using Zoho Analytics for some time but appears that it is significantly behind Power BI and Google Data Studio in terms of functionality. Our use-case for Zoho Analytics is using data that is coming from third-party sources (and not from Zoho
Log a Call Function
First, thank you for implementing the Log a Call function. It's been a frequent request on our team before we can adopt Zoho CRM, and this helps remove that. However, one small detail: the reason people wanted Log a Call was to quickly log a call's activity with the minimum effort possible. With the structure of the new Log a Call function, you have required several fields that are unnecessary for most people and that significantly slow down salespeople or CSRs in logging calls. Could you please
Report Builder: Create Detailed Email Report for Sent Sales Emails
I am trying to create what I perceive to be a simple report, showing which contacts have been emailed by my sales team over a certain time period. My requirements: Create a report which shows all emails sent in the past month by a particular account owner
SMTP Auth Problem - 554 5.7.8 Access Restricted
Dear all, I have an application running in Laravel, and I use ZohoMail to delivery some emails, and it was working for the last 7 months, and today (12/11/2020), something happen and I dont know where or how happen... My application could note delivery
ZCAP (Zoho Community Ambassador Programme)のご紹介
ZCAPとは？ ZCAPは、Zoho サービスを深く愛し、サービスを活用した経験を持ちながら、コミュニティ活動に積極的に貢献している方々を対象としたプログラムです。 さらに、ZCAPメンバーとしてコミュニティに継続的に貢献することで、Zoho Champion に選出されるチャンスがさらに広がります。 ZCAPに参加するメリット 特別なネットワークへのアクセス: 招待制のZCAP限定オンラインスペースに参加し、他のZCAPメンバーと情報交換や議論を行えます。 Zoho の使いこなしに役立つ情報提供:
Bluerprints: How to connect the created record back?
I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!
URGENT: Zoho Forms reCAPTCHA v2 Spam Issue
Hello Everyone, We are encountering a critical issue with Zoho Forms despite having reCAPTCHA v2 enabled. Our business is accessibility-focused, and we are receiving a high volume of spam submissions, which is significantly affecting our workflow and
Showing the uploaded Image in the notification email.
Hi, I wonder if any one ever faced the same challenge I'm facing. I've set up an email notification to deliver the content of a form every time a user successfully submits one. I selected the option to send the submitted content in the body of the email,
Email through external SMTP
Hello, From within Zoho Creator, is it possible to bypass the mail server of ZOHO and instead send mails through an external SMTP server? If so, how can this be achieved? Regards, Shobana.
Don't want to enter name and email
I already know the customer I'm working with, I don't want them to have to enter their name and email... just the session ID. Can I turn this off? Looks like the only reason to enter name and email is so zoho can collect user information.....
Difference: Linking Module Record vs. Subform Row with lookup
In terms of "database relationship structure", is there is difference between a Linking Module Record and a Subform Row with a lookup? Both have the ability to store data related to a specific connection of two modules, right? Do I miss something? When
Grandstream PBX
Good day, all, Has anyone integrated Zoho Desk with Grandstream PBX? Looking to have the system ask for a ticket no if no ticket then create one and provide it to the caller before the call is put through. Am I asking for too much? Thanks
Login Request
Good afternoon. Id like to receive help, I'm requesting information in regards to account login issues. I've bee asked to provide additional security information. Ie: phone number in order to access my account. I no longer have access to this account
Custom CSS in Webform
When creating a webform in Zoho CRM, there are some limited WYSIWYG styling options, but no way to edit the CSS directly to fully customize the style of the form. I am aware that you can use the "source code" publishing option and edit the styles in your
View more than 10 members of a Campaign at a time?
First off, I am new to Zoho CRM so I may be missing something, but - I have several hundred contacts attached to a campaign, and on my "Campaign Details" page, I am seeing only ten of them listed with no option to show more than 10. For my immediate task I have several contacts that I need to delete from this campaign and it would be nice to see more than ten contacts, or be able to remove more than one at a time. Long-term, I am guessing that at some point I will need to produce a list of everyone
How to re-subscribe a unsubscriber that changed their mind?
We have a customer that unsubscribed by accident and is requesting that we add them back to our email campaigns. I've tried finding a method to do this but my searches are coming up empty. Any tips on how this can be done?
Leadchain
I am installing leadchain in zohoone but my leads from facebook are not being imported. Can you please tell me how to resolve this situation?
Lookup Fields - Needs more than 5 Link
The lookup field is useful, but it 100% needs more than 5 field merge links. Can Zoho increase this to 10?
Zoho Inventory API Purchase orders
Hello, I'm using zoho inventory API to push items as POs, my script looks like this record_value = Map(); record_value.put("vendor_id","4267431000000087479"); //"item_id": 4267431000000080270, line_items = []; items={ "name": input.Product, "description":
Zoho Books and Zoho Projects Task Status Update
How can we create an automation using custom functions for the following scenario. When our zoho books invoice status changes to paid. I want a task in Zoho projects to change to completed.
Unable to retrieve inline / embedded images using Zoho Email API
How can i retrieve inline / embedded images in the email using zoho API? Also, how can i retrieve multi part emails using zoho API?
POP3 emails does not get deleted in Zoho Mail after being popped
Dear All, Although I'm currently receiving updated emails from the servers, and i "unchecked" leave a copy in the server. The popped mails do not get deleted and I've to remove them manually into the trash Thanks Adrian
Zoho CRM - best way to search an account and assign to a deal
Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally
Enhanced Placeholder Preview for Templates
Hi, When creating a new template in Zoho CRM, there are many variables/placeholders available, such as ${Organization.Organization Name} and ${Quotes.Created Time}. While these placeholders are useful, it is not always clear what each field represents,
View details about when/how a contact was added to a campaign
Is it possible to see who added a contact to a campaign in Zoho CRM, and when? In Salesforce there is a 'Campaign Member' object/module, which is a junction between the campaign and the contact. This enables you to see these kinds of details. I would
Allow Zoho CRM access in firewall
I will set up CRM users to access the VPN and access it via the CRM app or mobile web browser. Please let me know what FQDN, IP, etc. I need to add (login, CRM access, etc.) to access CRM without any problems (EX) *.zoho.com )
Off cycle pay run 10 day
How would I go about running an off cycle pay run for 10 days? (Jan 1-10)? I have been trying to be in contact with support and we keep paying phone tag. I need to change my pay period from bi-weekly to weekly. This should be much easier than they are
Quick editing of fields in a report view...
I've created a report that unites my advertiser accounts with corresponding contact accounts (which are not a subset of Adv. accounts, contacts are their own section). I want to know if there is a way to edit certain fields while viewing my report so
New key install (zoho databridge
We have a problem installing Zoho Databridge We downloaded the setup and installed it. But we need to reinstall the software and lose the key. How to get another key? We need to connect to a MySQL database
Sending a Slideshow as a scheduled email
I have created a slideshow for my dashboards - is there anyway of automating or scheduling it to send to users ?
Mapping of Zoho CRM Lookup field to CRM
Hi, I have created a Zoho CRM Lookup field on a form for a client. The population of the field works great in the form however I cannot seem to get the data being entered in the form back into CRM. For example, the form is for new clients to fill in their
Function for SUM of two currency fields in Deals to be populated in third currency field
In the Deals module I want to use a function to SUM the CAAS_Subscription currency field and the MDO_Subscription currency field and populate the total in the Total_Subscription_Revenue field
Allow standard layout to be used/edited as a starting point for canvas
Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,
Parsing Emails to save attachments
Hi there, is there a way to get all attachments on emails (Zoho Mail Add on) saved as 'Attachments' on Zoho automatically?
Best way to integrate tasks across CRM (Activities), Mail, Projects?
Hi there, We had been using Zoho Projects for a while in early 2016 when we implemented Zoho CRM and migrated to Zoho Mail from Google. We have been able to synchronize the Google calendars, drive and mail with Zoho apps without too much hassle, but the task management is a nightmare! I've looked around these forums and performed several internet searches, but the only solutions I've seen are Zapier workflows with ToDoist...but I'm not even sure that would solve the entire problem. Do any of you
Change Default Coutry in country field
Hi, Is it possible to set a default country in the country field ? It's very borring to set-it each time...
How do i display opportunity win rate on Widget and chart
Hi, For simplicity, given a table of opportunities, with status field of Active, Won and Lost, and Close Dates, how do I display our win rate for last 30 days in KPI widget show a chart of our last 30 days win rate, historically. Thanks
Totals on Pivot Table
Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@
How to add the time duration for scheldule call
Hi, When we are planning phone calls with leads or customers. Depending on the client, lead and the reason for the call the time planned is always different from 15 minutes to 2 hours. Currently, the system does not allow us to change or add a time duration
Zoho Zepto mail
I've already checked the domain and setup the user agent, as well as the SMTP user name and password, and the test email is working. So, please teach me how to import an email list and send emails.
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