Sync and merge Zoho Calendar + CRM Calendar
I'm looking a way to sync the Zoho CRM Calendar with the classic Zoho Calendar. Before you know, I'm not looking on how to show the CRM calendar as a separate calendar (I already know how). I want to have the contents of my main calendar (or one of my
Seeking guidance
I wanted to reach out for some guidance. I’m currently working as a business consultant, and our Chief Business Officer has asked me to assist the senior members with the reworking and ongoing management of our Zoho CRM. This is a big responsibility,
Price liste
How can I specify the price list for each user based on the reseller price and the normal customer price?
Zoho Commerce Custom Domain Mapping
Hi, Zoho Commerce seems currently can only accept custom sub-domain with www like www.abc.com. Is it possible to customize the domain like commerce.abc.com?
Spam Issue
Zoho Commerce Orders and Stock Sync to CRM
Hi, Zoho Commerce currently can only sync Contacts and Products to Zoho CRM. Is it possible to sync Orders to Sales Order in Zoho CRM, also as Stock. It would be better not to manually maintain the same data in 2 platforms.
How to add multiple contacts to a list?
I was trying to use the following endpoint https://www.zoho.com/marketingautomation/help/developers/lead-subscribe.html , but only being able to send one user per request, and only 500 every 5 minutes makes it unfeasible Is there any other way to do this
Automatic ICS to event like Outlook or Gmail
If I receive an email with an outlook invite link to an ics file, is there anyway to click on that link and have it create an event for me?
Creator Simplified #4: Modifying the app structure using the Application IDE
Hey Creators, Here’s this week’s Creator Simplified post with a tip to enhance your app development skills. Objective Modifying the app structure using the Application IDE. Use Case Assume a scenario where you have to make trivial changes to your application
Zoho Desk Notifications Stopped
It appears that the notifications in the desktop web session have stopped showing up so I no longer get the red dot appearing over the icon to show a new one. The last notification listed is 30th August after that, nothing. Does anyone have any insights
Has anyone actually gotten Zia Field Prediction to work?
Title. The more tickets we have available to train on the worst the confidence level gets.
Pin comments and threads - Zoho Desk app update
Hello, everyone! We are excited to introduce the pinning comments and threads option in the latest Android version(v2.6.34) of the Zoho Desk app. You can now pin the important comments or threads in the tickets. These pinned comments and threads will
IM reply option via blueprint transition - Zoho Desk app update
In the latest version of the Zoho Desk Android app update (v2.6.35), we have brought in support for the IM Reply option within the blueprint transition screen. Now, you can directly reply to IM chats via the ticket's blueprint transition. Please update
Export to Snowflake Failing
I'm attempting to export data to snowflake, but it continues to fail and producing the following error message: Table creation in the cloud database has failed. Error details: net.snowflake.client.jdbc.SnowflakeSQLException: Cannot perform CREATE TABLE.
Save Notification Filter Preferences in Zoho Desk
Hi Zoho Team, We appreciate the new feature that allows agents to filter notifications by Unread Notifications, @Mentions, and Flagged Notifications. This is a great enhancement that makes it easier to manage notifications effectively. However, we’d like
Colocar o chatbot para cada conta
Temos uma lista em cada conta, é possivel colocar 1 chatbot especifico para cada conta ?
Set plain text as default.
Hi guys, All my emails should be send in plain text and it's very annoying change from Rich Text to Plain Text every time I've to send an email. How can I set Plain Text as default?
How has the Glance Widget changed your phone usage habits?
I recently started using the Glance Widget on my phone and I'm curious about its impact on others. Has it changed the way you interact with your device? Do you find yourself checking your phone less or more? I'm interested in hearing about any changes
Is there a way to sync the CRM account owner (user) to Books customer owner (user)?
Currently I'm using Zoho one, which I have integrated Zoho CRM with Zoho Books, is there a way to automatically assign customer owner in Zoho books and make the owner of customer the same owner (user) of account in Zoho CRM?
Is Zoho Down 10/15/2024
Nobody in my company can can access a complete ticket in Zoho. Sometimes the tickets page won't even load, sometimes the ticket will load but not the conversations.
Custom Domain for Customer Portal
Hi I have a personal domain that I want to use for Customer Portal on Zoho Creator I have follow all instruction including updating the DNS but it still does not verify. Zoho Support has not been able to assist with getting this resolved
Button - lead to trash
Dear ZOHO Masters I like the idea of a button at the record. When the presales team is verifying potential of the lead and at a glance they see that the best would be to dump it one button at the top which would record in the lead history: not our target
Pre Paid Blocks of time
My customers buy X amount of support time. Once a ticket has been resolved that used time is deducted from their support contract. Please show me how this is achieved? This is the same question as asked here. But from the link posted. This does not answer
"Reply all" can also CC to addresses that are also connected to Zoho, thereby disrupting ticket management
What happened? 1. info@yourdomain.com and support@yourdomain.com also connected to Zoho as Email Channels. (Support@ is the default.) 2. customer (customer@example.com) wrote email to info@yourdomain.com and also CC it to support@yourdomain.com 3. when
Email-direct-to-ticket Functionality - Hidden from Help Centre/Customer
New to ZohoDesk, but long-time CRM user just adopting ZD - can't find an answer to this in the KB or community so far! Is it possible to email direct to ticket, but without such emails appearing to the customer? We are a B2C customer service provider,
Relay access deniec 554 5.7.1
I've been getting this error message when I try to send emails to my zoho mail, I've verified all the records. What could be wrong?
Can we retrieve deleted draft?
Hello Zoho Team, I deleted a draft by mistake an hour ago... can you please help me by retreiving it? Your help is much appreciated. Thanks,
New Updates to Zoho Desk Notification Center
We've made a series of updates to the Zoho Desk notification center to improve how agents manage and respond to notifications. These updates address common challenges faced by agents, such as not being able to apply a filter to view notifications where
Integration of Zohomail with outlook
I have disabled my two-factor authentication but still can't configure Outlook and Zohomail. Please assist
Scope of the Zoho CRM Meetings integration with Office 365 setting
Reading these instructions https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/synchronize-with-office-365/articles/sync-meetings-contacts-tasks-with-office365#Synchronize_Zoho_CRM_Meetings_with_Office_365, it's not clear for me if every user
Authentication issue
Hi, I am trying to create a extension for zoho books which sends me webhooks whenever a new invoice is created but once invoice is created and I receive a webhook I want my api to make a few changes into the same invoices and for that I require authentication
Importing Contacts - Error Message
This is the error message I am receiving. Same Column header has been matched with multiple columns. And it shows the Contact Name in red... I have it matched with Name on my CSV.. Why is this happening???
How to add owners payments which need repaying at a later stage
In the early days of my business, as owner, I am paying some of the business expenses out of my own pocket/bank. How should these business expenses be recorded and at the same time show the amounts a liability (ie. amounts that need to be repaid to me
Power of Automation :: Automatically update completed project status on Task creation.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
New in Zoho CRM: Themes, Wide Screen & More
After the New UI Public Launch , we received a lot of feedback from you. Your feedback has given us helpful insights on what we can do to give you a better working experience with Zoho CRM. We took into account your opinion and the result, now you can customize your Zoho CRM account even more with a new set of options. Themes - Try different colors schemes for your account and see what suits best for you. Earlier, you could change your tab bar to either black or blue. This may or may not have matched
Extension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use API
Duplicate email ID
Dear Support, I want to add sender email ID ( kabindra.napit@cmsnpl.com.np) but duplication error says email ID already exists. However, that ID cannot be found in the list.
What's New - September 2024
Hello everyone, We spent the past month rolling out exciting new features to make event management easier. In addition, we’ve improved Backstage's performance and fixed bugs to ensure a smoother event management experience. So, in case you missed them,
Deals in Calendar view
Hello, Is it possible to place deals in the calendar view? Thanks Steve Moderation Update: A similar discussion is ongoing in the forum link below, and we encourage everyone to follow the post for further updates on this feature request. As such, we will
Investigate your losses using VoC's root-cause analysis
Dear Customers, We hope you're well! Loss and customer churn are inevitable in any business, even for historically successful ones. While it's never pleasant to see customers leave, it's crucial for businesses to identify the triggers behind these losses
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