How to query for Deals record based on Pipeline?
I want to query for Deals records that matches a specified Pipeline using a Deluge function. When I call zoho.crm.searchRecords("Deals","(Pipeline:equals:" + myPipeline + ")"), I get this error: { code: 'INVALID_QUERY' , details: {...} , message: 'Invalid
Status properties
Hello, I created a new status called "Hold", but I want Zoho to recognize that when a project is on "Hold" the tasks will not appear as open and the deadlines will not show as delinquent. Basically, freezing the project until it's ready to start up again.
Need to change author's name in blog post
My colleague wrote a blog post for our blog but when I put it on our site, the author's name automatically populated as mine. I contacted ZohoSupport and was told to change the Nickname in my profile. Well, I did and then ALL the blog posts were listed as being written by my colleague! Is there any way to simply change one blog post with the correct author's name?
What do the Image Sizes mean in Zoho CRM Email Templates?
Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"? If I choose "Custom"
Marketing Automation : Adding to existing Lead Score
I want to be able to add a score to an existing ZMA lead however I can't find the field in the "Fetch Lead" action that contains the existing score. There is an action for Add lead score, but that's not clear if it overwrites the existing value or adds
Option to specify or disable "Idle" times in preferences
It seems strange to me that my Cliq shows me as "Idle" when I'm using the PC and available just because I haven't interacted with Cliq in a while. I'm far from "Idle" so we're just treating "Idle" and "Available" to mean the same thing. I'd like to suggest a setting to change the timeout or even disable the automatic "Idle" mode.
Is there a Kanban view of Tasks across all Projects?
As the title indicates, I could use a Kanban view of my Tasks across my Projects. If it's there, I don't see it. If it isn't there, I'd like to submit this as a feature request. Thx.
Stock Count - Does it really work?
We have been trying to use the new Zoho Inventory stock count feature. It seems great at first glance.. ..but what we can't get our heads around is if a count doesn't match you can't simply set up a recount of those that are unmatched, which just seems
Working with keywords
Hello everyone, first time here so I will try to be brief. I am working on my company's data set. I have a table with all the images we have on line. For each image we hava a cell tha contains all keywords related to that image. I would like to explore
Need warehouse listed on packing slips
We ship from several locations, and have a separate warehouse set up for each location in Zoho. I need the warehouse related to each SO to show up on the packing list. How do I make that happen?
CRM Calendar Sync Not Working
I can't get any meetings where I am a participant to sync with either Bookings or Office 365. It syncs fine when I am the host, but as a participant, it just ignores the event. I have clients booking meetings when agents are in training or OOO or any
A recap of Zoho Sprints 2024
Zoho Form linked to an external OneDrive Account
HI Can you connect to an external users OneDrive account from Zoho forms that is not a user in Zoho? I have a form that is shared externally where a sub contractor needs to receive info (including pictures) to their OneDrive account. When I try to connect
Pushing Data from One CRM account to another.
We have business partners that want to collaborate through the CRM. Other than pre-planned data migrations what are the options for Zoho Users to transfer data between the accounts. For instance, could I create a webhook that is sent from our CRM and then is picked up in the partner's Flow?
subscription cancellation
Hi Does anyone know what one has to do in order to cancel the monthly membership subscription as it is not abundantly clear anywhere. Customer service does not pick up calls and the call back service hasn't returned my calls either Many thanks
SendMail in CRM Deluge function rejects a validated email address
In a CRM Deluge function, the email address is considered invalid. Is there another method by which it can be validated? It's unacceptable in my current situation to use either the zoho.loginuserid or adminuserid as the From address.
Kaizen #96 Automatic Mail-Merge Document Creation Using Zoho CRM APIs
Efficient communication and personalized document generation are crucial for maintaining strong customer relationships in your business. Manual document generation can be time-consuming, repetitive and error-prone, decreasing productivity and customer
Automation#26: Notify Parent Ticket Owner on Child Ticket Status Updates
Hello Everyone! Ever found yourself juggling multiple service requests that seem like pieces of a larger puzzle? Managing interconnected tickets can be challenging, especially when updates on child tickets need to be tracked. That’s where our custom function
Zoho Workplace renforce sa sécurité avec l'intégration Zoho Vault
Dans un monde où l’information a une valeur inestimable, la protection des données sensibles n’a jamais été aussi essentielle. Une fuite de données peut non seulement compromettre la réputation d’une entreprise, mais également engendrer des pertes financières
How to sort a data in summary report with Monthly ?
Hi Team, Can any one help me out how to sort a data based on monthly, Month was shuffled based on aliphatic order. i want to sort the below data monthy?
How to choose other payment methodes than creditcards
We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay with
Why is Zoho support so terrible?
I've spent the last week trying to get zoho to fix sudden SSL certificate issues with our desk and project portals. I've raised a ticket and constantly been told the issue is on our side despite it being exceedingly obvious it's not. After finally convincing
Custom "Filter By" in Client Portal
Currently our client portal only shows items for that specific person that is logged on to the portal, we want the current logged user to see all items for that user's company. An example would be invoices, so the current user would see all invoices for
Enable Sending Direct Messages to Self in Zoho Cliq
Hi, I would like to request a feature enhancement for Zoho Cliq to allow users to send direct messages to themselves. Currently, Zoho Cliq does not have the option to send a direct message to oneself. While creating a channel with just one member (the
Admin Access to Direct Messages in Zoho Cliq
Hi Zoho Cliq Team, We would like to request a feature enhancement to enable admin access to one-on-one conversations (direct messages) conducted through Zoho Cliq. Use Case: As administrators, there are situations where it becomes essential to access
User tiers
I am trying to add tiers of users. I would like: Me - CEO Next Tier down - Managers Next tier down - All the salepeople reporting to each manager I can only seem to add myself with mansagers below. Surely I can add more tiers?
Flow to follow up on trade fair contacts
Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.
Queries filtered by current page/record
I have been trying to use the new queries feature, and I can filter the query, but I'm coming unstuck because I don't understand how to make the query dynamically include the filter of the current record. ie if I'm on a deal, to filter all the records
Zoho CRM API Credits & Limits for Workflow
Hi Team, Just wanted to clarify how the API credits work for Zoho CRM and workflows with custom functions. API Credits are based on your subscription and are set at the account level. You can buy additional credits if needed. For Enterprise customers,
"Copy Field Values from one Module to another" how to use?
Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain: In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect
New Leave Type: Compensatory off
Hi, there is a new Leave Type: Compensatory off. Can someone tell me how to use it, because it sounds it could work for overtime compensation for our techs. Thanks Andreas
Possible to backdate Stage shifts in Deals module?
I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History Related
Layout Prompt when creating an oportunity
Hi There, Is there a way to create a pop-up prompt when I create a new Deal giving me the option of what layout to use based on a certain requirement? So, if the prompt had two options 1. is a new business Deal 2. is a renewal Deal Thanks in advance
How to upload mass inventory quantity adjustment with batch number?
I wanted to clean-up our inventory list; however, I have trouble performing the task as I don't know how to mass upload inventory adjustment with batch numbers. I don't want to do it manually as there are if not thousands at hundreds of inventory tr
Product sale report with margins
we unable to get the data as per product sale report with margins so we need help in this
Print PO receipt
Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have
How can the direct link to a ticket be created from ticket #?
Our agents will be using ZDesk but we will have to create direct link to tickets in another ERP by providing the Desk Ticket # Is there a way to create the direkt links from the ticket # alone? Do we have to use the API to get the direct links?
Contemplating moving my site from WordPress to Zoho Sites
Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess
Tracking Implementations
We create Opportunities (Renamed Deals) with associated Quotes (renamed Products and Services). When we close the deal, we want to be able to track the implementation of each product separately. For instance, the client may have ordered Item A, Item B
Is this link the transparent pixel used to track opens?
Could someone please help me identify this highlighted link? It is automatically created by Zoho and a lot of contacts receiving campaigns will click on this link. I don't believe that it is the "update your preferences link" because on the Link Clicks
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