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
How can I create new themes in Backstage
How can I create new themes in Backstage? We want to show different variety of events that host and find themes to be very limiting. Thanks
Limit of Warehouses in Zoho Inventory
Hi i have a problem with the number limits of Warehouses in Zoho Inventory. I need create 15 warehouses but the limit is 10. Its a problem because the business have much points of storage and this number can be more or less in future. How i can configure to have more warehouses? I using the paid version of zoho one. thanks
Deluge Issue
Hi Zoho, I am not sure if zoho change something for deluge. Now when I am trying to get User information, it will return me null.
how to get more than 2000 records using COQL?
I am using this query below to get the first 2000 records using COQL: SELECT Deal_Name, id from Deals WHERE Created_Time between '2024-08-06T00:00:00+07:00' and '2024-10-07T23:59:59+07:00'LIMIT 2000 I send request using this code var data = { 'select_query':
Set up multiple auto-response rules to customize webform responses in an enhanced UI
Hello everyone, Businesses rely on webforms to capture potential leads, but manual follow-ups to every submitted request can be time-consuming and result in missed opportunities. For this purpose, we've created auto-response rule functionality that you
Email template character limit issue. Zoho Template Editor creates a lot of redundant code
Hi I created a Leads Email Template with the new Zoho template tool for my Leads, since you offer NO WAY to clone the same template to use with Contacts I had to copy the HTML code at the Send email window from one of my Test leads. So, I copied that
Several Questions regarding files, permissions, reminders and more.
Hello, I would appreciate your help on several issues. 1. We have our own forms that we need employees to fill out and sign. I saw that there is an option to only create a form, sign only or confirm/reject that you have read the form. How can you make
zoho books trying to integrate with azure synapses
Hi, I facing the error when i try to integrate zoho books with azure Synapses . I provide all the client id , client secret and oauth 2.0 token but still i am facing the http error . the error is "ERROR [HY000] [Microsoft][Zoho] (50) Error with HTTP request,
Zoho Sign: Product updates - Mid - 2024
Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again been
Zoho Mail and Mailjet
I use Mailjet to send my newsletter emails and these are sent normally to all sides except my corporate emails (which I manage with Zoho Mail) I contacted Mailjet to know the reason for this and they told me that I had to add domain and mail to Zoho's white list so I can receive them, I did it and it did not work. I'm here to know that I have to enable in zoho mail to receive my emails sent by Mailjet through my domain that is the same as that of my emails. Before using Mailjet could receive my emails
Sign-up form is now available for CRM portals
Hello everyone! We are happy to announce the sign-up form for portal users. Until now, portal users had to be invited from Zoho CRM, but with this enhancement, users themselves can create an account in an organization's portal via the portal form. The
How to map a contact from CRM to an "integrated field" in Projects with a function?
Hi! I have CRM and Projects integrated, and a function that creates a project automatically when a deal is modified in CRM. The function maps several fields from the CRM to Projects. I was wondering how to map the contact related to the Deal to an "integrated
Custom Return Path | Permanent failure :invalid-sender
Dear community, I configured the customer return path by adding the CNAME for "zcmp" in my domain (CloudFlare, proxy mode disabled). The campains UI marked the configuration as valid/checked and I moved on to prepare an email campain. From the last campain
Enhanced Timesheet Approval
I'm working with a client who uses Zoho People and they're having a problem where staff have submitted timesheets for approval but the manager notices that the time is logged to the wrong project. There is no way for the manager to correct this once the
Multiple Users assigned to a deal?
How can I assign more than one user to a deal? Right now i see a drop down to select just on.
Report access on portal for page only, not sub-menu
Is it possible to give access on the portal to a report on a page only (dashboard) and not in the sub menus ? Having the sub-menu is redundent and useless for me, and it might confuse my customers. I triied many things on the portal permission setup,
Kanban view for tasks?
Hi there I'm a Zoho One customer and want to know if there is a way in ZohoCRM or other Zoho apps to do the following: 1. Create progression/stage boards like in trello 2. Be able to list it as contract sent - client signed up - Case reviewed - documents shared - case finished and then put customers into either stage depending on how they are progressing 3. Within the tile for each customer within stage I would like to be able to have a note added i.e. Case reviewed but concerns about ABC or other
Upcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from 21st October, your customers
Find out which column was updated in a Zoho Sheet
I would like to set up a trigger when any column is updated in my Zoho sheet. I can easily enough determine which row was updated, but is there a way to know which column was updated. My plan would then be to build a map that would drive some behavior
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