ZOHO Mail and CRM Opportunities (deals)
Hi, I wanna to find a tool able to handle many emails per day related to my opportunities/deals stored in ZOHO CRM. Is ZOHO Mail able to make an association between email and CRM opportunities? To be able to store all the chronological life of each opportunity
Unable to fetch large query
Hi I'm unable to retrieve more than 2000 records using the CRM API v6. Looking at the docs it is clear that the upper limit should be around 10.000, not 2000. Query error # {'code': 'LIMIT_EXCEEDED', 'details': {'by': 'limit', 'limit': 2000}, 'message':
Create Shared email link to share in email conversation or to send to client via WhatsApp or other social media
Hi Bigin team is there possibly to create a share email link for previous email received or sent to client. The idea is for example I am writing an email with a client and I would like to share a previous email with this client or various clients I simply
Digest Septembre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Un mois s'est déjà écoulé depuis la rentrée, explorons ce qui s'est passé au sein de Zoho Communauté France. Zoho s'engage continuellement à améliorer ses produits pour aider ses clients à gérer leur entreprise en toute fluidité.
How do I customize columns when searching to add related records
When adding a product to a record, there is no easy way to customize which columns are shown, and the only way to search is to use the product name. Luckily for me, I get the columns I need and I can find the product just fine. But some other users don't
Zoho Creator - Zoho Sign Integration
Hi, I'm creating an order form that allows clients to submit requests for new products or changes to their existing ones, modelled after the Sales Order module in the CRM. When a record is submitted I want to generate a PDF using the record template I've created and upload it to Zoho Sign to be sent for signing, all through Deluge. Zoho Sign isn't a problem, however I can't see in Deluge if it is possible to generate the PDF through a URL. The documentation here provides a URL but it seems to be
Query Regarding Conditional Display in Details View Based on Field
Dear Zoho Support Team, I would like to inquire if it is possible to design the details view in a report conditionally. Specifically, I want to display two types of details based on a field called "Job Source," which is a dropdown field. For example:
How do I resize the forms on my site?
Hi How do I resize the forms on my site? How to reduce your size? Etc. .. Thanks
Zoho CRM: Can we get lead status history table using REST APIs kindly advise?
I am able to see the status history of a lead on Zoho CRM, and also retrieve on Zoho Analytics, I am wondering if there is an endpoint with which this table can be retrieved on other tools like Power Bi. Or if there is an endpoint using which we can programmatically
Zoho CRM Canvas - Subforms
Hi & happy new year! I'm building a new Canvas view and as part of the layout I am using it has a subform. I can insert the subform into the canvas but when in the canvas view I am unable to add content to subform? Are the subform view only on a canvas
Quicker Data Sync for Zoho Apps
I know that the team has been working on trimming down the sync time for Zoho CRM. This is a huge deal and much appreciated. I was wondering if Zoho has the same intentions with other Zoho Apps. We would love to see 1 hour (or quicker) sync times for
Facebook Leads Table is not showing up in data source table list
Hi Team, We are doing facebook marketing and acquiring leads through it. So I would like to get the list of leads captured (form submissions) . We are getting the count of Form submissions in the table, but we are not getting the table for form submission.
Google Analytics Scripts in Career Page
Every time I try and add the Google Analytics Script in the Career page on Zoho Recruit, it tells me that "There was an error while trying to process your request." I need to be able to track the traffic to my site. Thanks, Zac.
Module formula field Output zero if one of the fields in the formula is blank
Hi All, Hoping this is an easy one for someone to answer, I have the following calculation in a formula field (${Products.Trade Price}-${Products.Wholesale Price}) This works fine but if the Wholesale Price is not set I need the output to be zero. At
Securing Your Knowledge Base in the Help Center
Hello Everyone! Welcome to this week's edition on customizing the Knowledge Base in the Help Center. As the core of self-service for customers, the Knowledge Base is essential, but some organizations, like ZylkerShop, choose to restrict access to registered
Determining user device
I need to be able to determine whether the user is accessing the form through a desktop or mobile browser. Is there a way to determine user client? If not, is there a way to read the url of a page using deluge scripting? I know that when a user access the form through a mobile browser, there is a "form-mobile " in the string. The reason I need this functionality is because Zoho Creator only allows the user to take a picture using their camera through mobile browsers, but I need to create the
Image display at the time of upload
I want that when I upload Image in Zoho creator it should display in notes section at the same time
Upserting several records at once
I am pushing data from Creator to CRM so it'd be nice to not waste API calls and just upsert several records at once as it seems to be possible according to https://www.zoho.com/crm/developer/docs/api/v7/upsert-records.html It says we can do up to 100
Zoho Form error: Update Record - Failed to push as the required 'Zoho CRM' field was empty.
I have a zoho form with crm integration. I send the form from the crm by clicking "Insert Template" -> "forms link" from the email editor. The link text that's inserted is in the format of https://forms.zohopublic.com/<myorg>/form/<formName>/formperma/<someID>?crm_entity_id=<contactId>
google calendar instant sync
When are we going to get instant-sync between Google Calendar and Zoho Calendar. Can't wait 2 hours to see my schedule!!! Thinking of switching CRM companies of this is not resolved :-(
Zoho Campaignで迷惑メールにカテゴライズされにくくするための設定
テストメールで送信したメールがGMailユーザで迷惑メールのメールボックスに分類されてしまいました。 迷惑メールにならないようにする設定があればご教示ください。
Is it possible to add additional PDF document to Sales order and print the combined PDF in single file
Hi, I want to add the terms and conditions page of 1 sheet, in PDF document as attachment and print one single file (Sales Order) in Zoho Is it possible..? If so How do we do it ?
when we expect to get response ?
Hi, thanks for zoho team and i hope to ask if you would have your own support policy ? because i notice that reaching support team is very difficult and getting fast and quick response is very difficult. In the last few days i was a new in zoho and start
[Request] Clickable numbers on Sign Up forms reports
I could swear that in v1 if we clicked on the numbers it would show the contacts ? Please can this be a thing again. I would love to be able to see who those 2 conversions are And is there anyway to search or filter the Contacts tab in anyway ? The filter
Rules Not Working
I am currently in trial with Zoho TeamInbox (looking to move over from FrontApp), and the Rules function is not working at all after turning it on. See attached screenshot. Is it not working because I am in trial and not paying yet? Please advise.
no entran ni salen mensajes ¨THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. ¨¨
Este mensaje ha sido creado automáticamente por el sistema de entrega de correo. ESTO ES SOLO UN MENSAJE DE ADVERTENCIA. USTED NO NECESITA REENVIAR SU MENSAJE. El mensaje original fue recibido en el Mon 17 Abr 2017 10:12:36 -0700 de hmunoz@lumi3ecompany.com
Why are Schedules so Limited? (async data pushing)
Are they just that much more computationally expensive for Zoho to run than normal workflows? I thought they were this magic bullet for having a snappy portal experience for my users but then I realized we're limited to 2400 schedules a month . It had
View the conference options within Zoho Mail Android app(v2.7.6)
Hello, everyone! In the latest version(v2.7.6) of the Zoho Mail Android app, we have brought in support to view the conference options(Zoho Meeting, Zoom Meeting, Microsoft Teams) added to an event on the event details screen. You can now start/ join
google account through SMTP - outgoing email issues
Please help, I am using TeamInbox and I have connected my google account through SMTP on shared Inbox. All of the outgoing (sent emails) show up in the inbox rather than the sent box, this is cluttering my inbox and causes confusion. It is not only for
Can you schedule a Zoho Meeting from within Zoho Desk?
Can you schedule a Zoho Meeting from within Zoho Desk? Doing so would be a very quick and useful way to setup suture meetings with clients.
Card Declined
Hey I've tried 3 different credit cards to upgrade yet all are seen as declined. I'm from Australia, and nothing I'm doing is working. One is a business account the other two cards are personal accounts... it's def not a problem from my end. My accounts
Allow Admin Execution of Workflows on Restricted Fields
I often use fields updated by workflows and used by deluge functions that help with the functionality of the form, but shouldn't be viewable or editable by any user. I put these fields in an Admin Fields section and hide them on load of the form, but
Zoho Projects - Custom Functions Deluge code missing
We have a couple of custom functions for Issues, and the deluge code for them appears to be missing. The box to edit the deluge code is also not functioning. I note that there are some console errors when we open the edit screen of a custom function
Interview Evaluations only available to one user
So, I've spent quite a lot of time trying to figure out why interview assessments can't seem to be completed by all interviewers allocated to the interview in zoho recruit. Ideally, we have an interview and all interviewers can submit an evaluation which
Best Technique to Convert Lotus Notes NSF file into Outlook PST file format?
The NSF to PST converter improves the NSF to PST conversion process by making it risk-free and 100% assured. This excellent tool has proven its utility, and yes, all NSF mailboxes are flawlessly converted to the Outlook PST file with this application.
Help – how do I delete the footer?
Thanks!
IP BLACKLISTED
The IP Zohomail is using for my account is being blocked and some emails are not being delivered. It turns out the IP is BLACKLISTED in UCEPROTECT: https://www.uceprotect.net/en/rblcheck.php?ipr=136.143.188.56 This is negatively impacting my clients and
Kaizen #158 - How to effectively handle API calls to optimize API credits?
Hello everyone! Welcome back to another post in the Kaizen series! In this post, we will discuss a few strategies to handle API calls effectively and optimize your API credits. As you all know, your CRM edition comes with a set number of credits(this
Notebook for ChatGPT!
Dear Notebook Users, You all know this trending language model which has been doing great for the past few days. Everywhere you go, you see some interesting information about this Artificial Intelligence. If you're not aware yet, this is the right time
Zoho Bigin + Zoho Projects integration
Has anyone successfully integrated Zoho Bigin + Zoho Projects to any level? We know we cannot see Zoho Projects in Bigin, but once a Deal is moved to the Stage "Closed Won", we'd like to send the information to Zoho Projects, so we can start working on
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