Zoho Gmail Extension Not Working Properly
Hello. I am having an issue where the zoho extension added to my gmail isn't working properly. First of all, I cannot open the notebook from the sidebar. I did in the beginning, now I have no idea how to open the notebook. And added some things. Now it
Zoho CRM - looking to create a custom module to replace the out of box Notes feature
Hello, I am looking for feedback and ideas from the Zoho CRM community regarding my dilemma . . . . our sales team uses the mobile app daily to conduct their business. Each rep is required to enter notes to track their activities/engagement with potential
Update a field everyday
Hi, I have a field called “Estimated Shipping Date”. This field is the result of the sum of today + field —> “Today + CPQ Days”. I have a function called “SHIPPINGDATE”, that is activated via workflow rule when “CPQ Days” field is updated. However, I need to a workflow rule that activate this functions everyday at 0.01am, if the stage of the deal is “En Revision”. I have my deals under revision for a few days, so I need “Estimated Shipping Date” to show the correct date, so in order to do so the
Attach photo
I am using the iOS mobile app and I cannot add photos to a ticket.
File uploading enhancement - Zoho Projects iOS app update
Hello, everyone! In the most recent Zoho Projects iOS app update, we have made an enhancement with uploading the files on the app. You can now initiate a file upload and switch screens or apps. Once the app is reopened, the file upload will be automatically
De-associate Topics from Marketing Subscribers
We would like to delete topics from Zoho Campaings but we are encountering the following error: "You cannot delete this topic as it is used in the components mentioned below", but, since we removed the topic we want to delete from all automations we can't
Multiple approval process steps for the same field don't trigger
Hey everyone, I've been trying to make two Approval Process Steps for one specific field (pick-list) but the second step never triggers. The logic is this: When a record is created, the pick-list field has the default value 'waiting for approval'. While
Problem to link zoho CRM to Zoho Desk
Hello, I am able to link my zoho CRM to zoho Desk. It used to be linked but the connection didn't work, like contact were not update, so I decide to remove it and install it again. But I can't. Can you help me please and tell me what yto ou need for that.
Import customers, companies/locations, services and parts, requests and work orders in Excel or Google Sheets format from CMMS and QBO.
It seems like the importing of customers, companies/locations, services and parts, requests and work orders in Excel or Google Sheets format from other CMMS and accounting systems like QBO should be more "baked into" the product. I can't really test the
Series of Events
Is it possible to create a series of events for people to register for? For example we are going to have an online series and would like it if the attendee could opt to register for just one event or all of the events in the series. TIA!
Integrate with Gusto Payroll
We use Gusto for our payroll system and don't have any plans of changing that. Gusto handles payroll, a very complicated business process, seamlessly. Xero, a Zoho Books competitor killed off their own payroll product and recommended that their customers use Gusto instead. An initial integration (without Zoho People) would be quite simple, as Gusto would simply need to post Bills to Zoho Books with the appropriate Books Accounts tracked, that could then be reconciled with debits from the business
ZOHO Payroll for Georgia
I've been waiting for Zoho Payroll to come to the US. Now that it's here, it's not available in my state. Any idea when it will be available in Georgia???
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ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 11月に東京 / 大阪 / 名古屋の３都市でユーザー交流会を開催します！ 各地域のユーザーによるZoho 活用事例や、自社活用・運用について参加者同士で情報交換が出来るグループワークなどを予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ※以下、記載順で開催予定 🟠 大阪ユーザー交流会 11/21(木) 18:00-20:20 ・会場：APイノゲート大阪 ・予定セッション ーZoho サービス活用事例：Zoho
Product Management per Customer
Zoho Desk has the ability to register products, and customer can associate the Product with a ticket. What would be very very helpful for our type of operation, and I assume many others, is to be able to associate specific products with specific customers
How do I have to make a
How do we have to have a i
Zoho Desk API - Rate Limits?
A number of posts on this forum state that the Desk API has no rate limits. For example - https://help.zoho.com/portal/en/community/topic/what-are-the-rate-limits-for-the-new-desk-apis-and-is-there-a-way-to-get-tickets-by-ticketnumber. However, I am getting HTTP 429 ("The maximum number of API calls that can be made per minute has been exceeded") error every now and then while running a bulk sync job. What is the rate limit for Desk API, if it has been formalized now?
Enhancing Note Functionality in Bigin
Hey CRM Community, I hope you're all doing well. I wanted to share a couple of ideas for improving our Bigin CRM functionality, specifically related to notes. These suggestions are an aim to make our workflow more efficient and organized. Idea 1: "Important
Create a link
How do I create a link to send to people to sign and fill out the document? I don't know the people's email.
Autorefresh or on-page update notification
Is there a way to have a ticket autorefresh when there is an update? Or pop up a notification on the ticket that it needs to be refreshed? Often we will have a ticket open while it's waiting people/things to come together, and this would be a helpful
How to Copy Email Template Styling/Border Format Between Templates in Zoho
I have existing email templates with a specific style - they have a grey border/container around the email content that provides consistent spacing and formatting. However, when creating new templates, I can't replicate this styling. My current Situation
Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill out
SalesIQ chat not showing up on mobile with react native
I have Guided Conversations and SalesIQ Chat enabled in Zoho Desk. But only Guided Conversations is displayed in the app. Can you help me figure out what I might be missing? Why is SalesIQ Chat not showing up? Thanks
Show SalesIQ assistant as always online
Hello, Is there a possibility to show a SalesIQ chat assistant as always online ? It would be a lot help if this could be a possibility. Many Thanks.
Direct Zobot Integration with Zoho SalesIQ Chat Widget: Ensuring Instant Connection without User Interaction
I've implemented the Zoho SalesIQ chat widget on my website, successfully connecting it to Zobot. However, there's an issue: Zobot only connects after I click on the chat widget, send a message, and provide my email. I want Zobot to connect directly when
E-sign
I added a document to be filled out with a player name, parent name, address, signature, date. I want to be able to send the document to multiple people. Currently when you go to fill out the form, the same name will be entered into all of the name fields.
Advanced Search, how to export the result of the search?
I like the functionalities of the Advanced Search. However, how can I export the result of the search to xls or csv? I tried; searched up invoices in a spesific date range, then I clicked on the icon in the to right corner, and selected "export invoices".
export only search results to spreadsheet
Really would be SUPER NICE if, after search, users would be able to export _ONLY the search results_!
'Operation Failed' when trying to enable Zoho CRM in Zoho SalesIQ
Hi there - I am Administrator for both and when trying to enable Zoho CRM in Zoho SalesIQ I am getting 'Operation Failed' message. I am newish to Zoho and inspired following the Zoholics Sydney this week. Thank you in advance. Sue.
Could someone help me achieve this
Could someone help me get Codeless Zobot to schedule an appointment in Zoho Bookings? My staff's working hours are from 9 AM to 6 PM, Monday to Friday. I've already read the documentation for the plugins and followed the steps, but I still can't get it
CTRL+Space open Smartchat window instead of Show hint
Dears, Is anyone facing the same issue as me, when using Deluge Editor, it always opens the Smart Chat instead of showing a hint when I press Ctrl + Space. This just happened recently to me and this is frustrating.
💌 Mailchimp for Zoho CRM by Yaali Extension - 🎊 New Extension Released 🎉
Hello Zoho Users, As a business, your customer relationships should always be top priority, and that includes how you engage with them through email. But let’s face it – juggling between Mailchimp for email campaigns and Zoho CRM for customer data can
Why is my sign up form submissions not working?
I have established a list and created a sign up form associated with this list. When I test it using a test email account (gmail.com) I never receive the confirmation email to confirm the subscription. I can see in the stats that the form was accessed and submitted, but I never get the chance to confirm. What am I doing wrong?
Zoho Sprints External Licenses
Zoho Sprints is a supposed to be a collaboration tool for project management but only supports 5 external users. The profiles of those licenses cannot be modified and by default, the external users won't see any information about the project. Every epic,
Call to Action (CTA) - Embedded (Not a Pop-up)
Is there something comparable to creating a Call To Action that's embedded or inline, but isn't a pop-up? Similar to Hubspot's? https://knowledge.hubspot.com/ctas/create-calls-to-action
LIMIT OF CREDITS
Hello there, I've just purchased the PLUS account on the OpenAI website and the Standard package on the Zoho website. Nevertheless, I still cannot use ZIA to generate the app I wanted. The following message shows up: "you exceeded your current quota,
Can we use our own icons in the sidebar menu?
We want to customize our look further. Can we use our own icons in the sidebar menu instead of the ones there currently? If not, can we disable those icons or somehow not have them show up and just use words? Thank you, Katie
Project roll-up: Work hours total not shown in task list or milestones
Hi, It is really important for us to have a total of work hours by task lists and milestones, as we use these to track the Planned VS Actual instead of individual tasks. The work hours total don't show in task lists or in milestones. Is this a bug? Otherwise, when will you provide this feature? Thank you
I can't connect my business' instagram account to zoho social
I tried connecting it but it just leads to my personal facebook account.
Taxes on per diems
Taxes should be available on per diems expenses. The current state makes importing per diems into our accounting system rather inefficient, as we have to extract the taxes manually afterwards. This is a huge problem (and potential deal breaker) for users
invokeurl function in Flow to add record in Creator returning response EXTRA_KEY_FOUND_IN_JSON
I'm attempting to create a function in Zoho Flow to add a new record to our Zoho Creator app, but keep getting this response: {
code : 2945,
description : "EXTRA_KEY_FOUND_IN_JSON"
} Here is my function: string createOWSinstallOrders(int customerZohoID,
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