Best Power Dialer for Zoho?
We’ve been using Power Dialer AI with Pipedrive for a while now, and honestly, it’s been a great tool for us. The integration is seamless, call logs are automatically synced, and it helps us stay on top of follow-ups. The analytics and efficiency have
Pulling subject name from deals to custom module
Hi there, i want to pull the subject name from deals to another module which is a custom module so that i dont need to type out the subject name everytime i create the delivery order in deals module. This is the picture of inside the deal module, before
Error migrating from CRM Plus to Zoho One
Hola, resulta que migré mi cuenta de CRM Plus a Zoho One en la misma licencia administrativa, y cuando revisé lo que son CRM, Desk y Sales, IQ están con otra organización, no migro, por ejemplo entro a CRM y puedo ver las dos organizaciones una con una
Custom fields for Bugs module - Zoho Projects iOS app update
In the latest version(v3.8.11) of the Zoho Projects mobile app we have covered the following features: 1. Supported all the custom fields of the Bugs module. 2. We have now added the project’s name next to items(Tasks, Issues, Milestones and Events) within
Zoho Social - TikTok Image Carousel Support
Hi Is Zoho Social planning to add support for Image Carousel for publishing to Tik Tok Business Profile? It seems ContentStudio.io supports it already: https://contentstudio . io/blog/schedule-tiktok-image-carousel At the moment, we can only upload videos
Target lines missing on CRM dashboards
Since the 1st of October the target lines have disappeared from our charts on dashboards. We are using "Target Meter: Multiple Bar". Is this a bug that has been introduced in an update?
Branching codes for updates/revision before going live again
Hello Zoho Flow and Deluge team, Currently, there is no way to create a branch of the existing code and having to copy existing code is creating many custom functions littering and making finding a custom function and especially finding the correct custom
Assignment Rules not triggered for Leads from Zoho Social
I have Configured few assignment rules in Zoho CRM. However it is not getting triggered for the leads that is getting synced from zoho Social lead forms(Facebook ad Leads). Need to understand if assignment rules will be applied on Leads from Zoho social
How to auto fill fields based on look up field
Hi there, I want to make it so, based on the vendor name, the vendor details will be updated. Using client script ideally as i want the user to be able to check the vendor details in the creation page
Automatic import from ini file
Hi, kind a tricky question today. Our client send as record via email stored in a text file (.ini). As per today, we open that file, copy and paste in a ocr field and then processed with a workflow to store info in zoho creator fields. Is there a more
Set workload limits in CRM with Assignment Threshold
Hello folks, You've witnessed the real-life struggles sales teams face when they're overloaded with tasks. These struggles usually involve: Account executives juggling multiple clients Sales managers struggling to allocate resources effectively Sales
October working days not showing correctly using the Business_Days function
I tried to get the business days for October but I am getting 22 days instead of 23 days. there should be no holidays for this month. Am I doing something wrong?
Failed to send test email. Please try again later.
For the last two days, all the emails we want to test before sending are giving us this "Failed to send test email. Please try again later." error message. How can this be fixed?
Working with Zoho IDs in Sheets - Eliminate Scientific Notation
When exporting a data table to Sheets from Analytics, it seems the 18-digit Zoho record ID values get screwed up going back and forth from scientific notation. Actual ID value from Analytics: 586138000007735001 Comes to Zoho Sheets as: 5.86138000007735E17
Connected Applications
Hi, Can you please let me know if "Dialpad Prod" in my Connected Apps is functional? Where can i get to see the details of Connected Apps
Creating a Related Record via Deluge
Hi, I am currently trying to write a Deluge Function that automatically links a record from the Contacts Module to a record on our custom Faculty module. To be clear, these two things are not linked at first, but we hope that this deluge function does
Email Template Builder: Cannot Change Color Of Bullets Or Numbers
Just wanted to share a bug I found in the Email Template editor: if you use a bullet list or a numbered list, the color of the numbers or the bullets does not change when you change the text color. It's particularly painful when you use a dark background
Script for phone check up and mask for presentation
Dear Master of ZOHO I ma completely new in scripts of ZOHO. Basics of programming I am familiar with but I can not solve it through web research and my skills today. Field info Field label: Telefon komórkowy API name: Mobile Field type: Phone (if the
Disable entering a value that does not exist in the picklist
When searching for picklist values with “is” and “isn't”, it is possible to specify values that do not exist. See “1-1.png” and “1-2.png”. It is also very confusing because the non-existent value I am typing is displayed as if it were a search result.
Share Quote PDF File by Link (VOTE IDEA)
Hello everyone, Would you like to send quote or sales order PDF file as weblink to your clients? I believe to add this function into zoho crm, it would be more efficiency for business process. I have created a reqeust about it and support team will develop
How do you create visually stunning proposals using Zoho Books/Invoice/CRM?
Hey guys, I've been using a tool called NiftyQuoter to create proposals for the last few months. I really like it because proposals look terrific out of the box, you can see when a client opens the proposal, clients can approve them and pay online, you can add photos and a individualised blurb for each project, the product has great support etc. I set it up for one of my clients and they like it too but are concerned about the cost as they scale and also don't like the lack of integration with Zoho
Launching Zoho Marketing Automation 2.0
Dear marketers, We are excited to announce the launch of Zoho Marketing Automation 2.0! We are sincerely grateful to the community for their support, encouragement, and feedback in this journey. Many members would be eager to get their hands on this exciting
Unable to Star Ticket List Views
I currently have 9 ticket list views "starred." I had 12 starred a few days ago, but while trying to troubleshoot this issue, I removed some lists I felt I could do without. Whenever I click on the star from a ticket list view to add the view to my starred
How do I import deals?
I used to use a CRM were we use Contacts and deals. I first imported all contacts from old CRM to leads in Zoho. Then I imported the deals to contacts, and now I try to import the same deals to deals. I do this in 2 times, because I can't import the Fases in to the contacts. So when I try to import my deals to the deals of Zoho, there is no connection with the contacts. Can someone please tell me what I am doing wrong? Regards!
Validation using function
Hi all Is it possible to create a soft warning when validating by function? I would like to be able to alert my users to a particular concern (ideally as they input/exit the field, but on save if necessary) but enable them to continue past that point if they want to. Thanks Matt
Zoho Desk Webhook Security
Hello, 1. I have setup the webhook on Zoho Desk. When webhook send the event that I'm getting different kid from JWT from the headers of Zoho Desk webhook events than the kid is present in public keys present in the URL (desk.zoho.com/.well-known/jwks.json).
PGP Support
Hello. Are you planning to add a PGP support to Zoho Desk? Thank you.
ASAP SDK for React Native - Android
Hi, I need to integrate ASAP SDK into my react native application, I'm following your tutorials, on iOS it works ok, but on Android I get the error Failed to resolve: com.zoho.desk:asapsdk:4.0_BETA-01 Please I would appreciate it if you could help me
Slowness
Hi I am facing issues of slowness
ZohoProjects - Date format
We are a global consulting company with offices in the UK and US. As such, there are different requirements for date format dependent upon location. ZohoProjects only allows a single date format across all projects. Is it possible to have the date format
Unable to fetch signup forms on wordpress
Hi I have signed up for zoho campaign and am trying to add signup forms to my website. I have created and published two forms on zoho campaign. I am using the zoho campaign wordpress pl/ugin on my website but whenever I try to fetch signup forms, I get
Post to Cliq only working for me (Top lvel admin)
Hi, We have started sending messages to Cliq to help us monitor things; however, the Cliq messages are only generated when I submit the record as the account holder. If another member of staff does, no messages are sent to Cliq. Am I missing something?
Creating a Gmail integration using custom connectors
Hello everyone! Greetings from Deluge. Following up on our series aimed at exploring the capabilities of Deluge, today we'll take an in-depth look into the Deluge custom connections that can be created across Zoho services. Deluge boasts an extensive
Zoho Books EU slowness
Hi, My users complains about Zoho Books slowness. We're using EU datacenters. Base on status.zoho.eu portal, we can see the time response is about 3.5 secondes. We also can see the time is worst since end of June. For comparaison, the others Zoho EU applications
Launching multichannel inboxes in Zoho TeamInbox!
Dear all, We're thrilled to announce a major milestone for Zoho TeamInbox—your shared inboxes are now multichannel! Introducing multichannel inboxes in Zoho TeamInbox! Set up a unified shared inbox to hold all of your relevant messages, no matter where
link to candidate page to be mentioned in the templates
Hi, I feel the need of providing the link of candidate's page or his/her interview page to the hiring manager/ interviewer as not always the hiring manager would be able to log in to zoho recruit account and find THAT particular candidate. It will become
How to add leads to a campaign in zoho crm using api
I made a custom php script to send leads who filled website from to zoho crm. I also want the leads to enter a specific campaign. I can't seem to figure how to do it. It will be helpful even if you provide url, parameters, json which is working in postman,
Get return value from PowerShell Script - On Prem
Dear all, I just would like to understand how to get the result returned from a PowerShell Script. I have tried both: return $variabl and Write-Host, but it does not work at all.
No background for video recordings, no playback speed, can't even playback longer recordings - have to download…
Hi. We utilize heavily video messages on Slack, but wanted to migrate to Cliq with Zoho One, however very basic yet very frequently used feature is missing: backgrounds for video recordings and playback speed. We were not happy with Slack's 5 minute limits
Upload data base to CRM - unique identification
Dear ZOHO Masters I have a database where unique identification is my own field - in companies database and in my excel. How can I add this ID to the unique parameters so it would appear in upload option for update data differentior. Thank you very much
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