Problems connecting SalesIQ with Wordpress
I followed all steps to install SalesIQ in Wordpress. When saving the url provided by Zoho SalesIQ in the Wordpress plugin, I encountered a 403 Forbidden error. Forbidden You don't have permission to access this resource. I have tried with several browsers
Sales IQ plugin in Wordpress
<What I want to do> I want to embed Zoho Sales IQ into a WordPress website to get information about visitors. <What I did> ・Installed the Zoho Sales IQ Installed the plugin, pasted the Sales IQ code and saved it. -> The code is not reflected. ・Paste the
How to create a new Contact Person in Books via Flow
I already have the Contact created in Books via Flow now I want to add just a Contact Person but I think my list/map formatting is wrong. This is what I'm trying to do: // Create contact person for the customer // // Create a map for a contact person
Zobot and Live Chat
Does the Zobot and Live Chat functionality work together? Can you a new Zobot and current Live Chat both up and running at the same time or can you only have one running at any given time? We want to implement a Zobot but still want the Live Chat working
Enhanced Checkbox & Radio Button Options with "Other" Selection in Zoho Bookings Forms
Dear Zoho Bookings Support Team, We'd like to request a feature enhancement for Zoho Bookings forms, specifically for checkbox and radio button fields, that would significantly improve user flexibility and data collection capabilities. Current Functionality:
Custom Functions for Appointment Reminders
Dear Zoho Bookings Support Team, I'm writing to request a new feature that would significantly enhance the automation capabilities of Zoho Bookings: the ability to create custom functions for appointment reminders. Current Functionality: Zoho Bookings
Feature Request: Enhanced Booking Statuses & API Functionality
Dear Zoho Bookings Support Team, We're reaching out to request two improvements to Zoho Bookings' management system: 1. Expanded Booking Statuses: Currently, Zoho Bookings offers limited booking statuses (completed, canceled, no-show) which restricts
How to make LAG function work?
The Add Formula column modal shows that Lag, Lead, etc. window functions are available. When I try to add the formula as lag( MAX("Date"), 1), it gives this error: Please use aggregate formula option to create aggregate formula. But the function description
Export Project Tasks to Spreadsheets
Can you export project tasks to a csv or excel or zoho sheet format? Thanks, Barry rossros
Deluge integrated tasks not working!
It seems like the integrated tasks of deluge no longer work. We received a couple months ago from support a suggestion to avoid using the integrated tasks and work with the APIs. Today we realized that it's very blurry to understand which integrated tasks
Leverage the Power of Zoho FSM Record Templates to Simplify Work Order Creation
What to Know About Record Templates Use Record Templates to easily create work orders using previously recorded values. Thus, they help you quickly and accurately capture data in a work order record, reducing the repetitive manual effort. The following
Custom Date Field with Only Month
Is there a way to format the Date field to store just the month? We are looking to add a Billing Month field that is just the Month. In the future I would like to add a report that I can retrieve all the Accounts that are to be billed. The reason for
Digest Juin - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Avant que la saison estivale arrive, découvrons ce qui s'est passé au mois de juin sur notre Communauté France. Nouveautés Les données viennent de sources de plus en plus diverses et variés. Il n'existe pas de critères précis
ZohoBooks API issue for creating an estimate
It looks like the current ZohoBooks API for creating an estimate, as documented at https://www.zoho.com/books/api/v3/estimates/#create-an-estimate, has some bugs or issues, as follows: It's for a UK-based business. Using the url='https://books.zoho.com/api/v3/estimates'
Assistance Needed for Publishing Fullstack React-Node.js App on Zoho Marketplace
Dear Zoho Support Team, I am seeking guidance on how to publish my fullstack React-Node.js application on the Zoho Marketplace. The app is fully developed, deployed, and currently being used by clients. I am interested in marketing and reaching a broader
Chart showing Age in Months for each month
Hello. I have a Client record with a field for Date of Most Recent Enquiry (RecentDate). I want to track the number of clients with RecentDate between 12-24 months each month. So I can see, for example, in May 24 we had 1000 Clients aged 12-24 months,
Kaizen #145 - Assigning values to different field types using Zoho CRM SDKs - Part III
Welcome to another Kaizen week! In Part I of our series, we explored the various field types in Zoho CRM in detail and demonstrated how to assign values to these fields using our Java SDK. In Part II, we continued by showing you how to work with these
Frequent Zoho Analytics Sync Failures
Analytics sync is continuing to frequently fail - every 2 or 3 days we'll have a sync failure with unhelpful messages like this: When you try a manual sync on the failed table it typically says "sync already in process" even though it's clearly errored
Stipe not showing as an option when sending out an invoice.
I am using Zoho Payments as the credit card processor and Strip as the ACH processor. When I send out an invoice to be paid the customer only sees the option to pay via credit card with Zoho payments. I do have the box check that allows for ACH payments
Tip of the Week - Geo Chart from Text Column
When your dataset contains geographical data columns (continent, country, county, state or city), Zoho Analytics automatically sets them to the corresponding Geo data type. However, there may be cases where the auto-identification may not happen. Like when too many data values are mis-spelt, or are empty, the Geo column may get identified as a Text column. You can still use the Text column and specify it as Geo data type in the Chart editor. The following animation explains how this is done (creating
Invoice Reminders via API
Hi, I’d like to use the Zoho Books API to send emails to my customers, but not using the invoice reminder function. Instead, I want to use the “Email Invoice” function in the API. However, the “Email Invoice” function doesn’t seem to allow multiple invoices
Portal access and Custom cliq channels between DCs
Hi, Since we operate out of more than one DCs for Zoho , We may need to collaborate with CX accounts outside our Data center as well. Please suggest a solution for this as multi DC cliq channels and Cx portal access to work, the present system declines
Connecting CRM Users to Zoho Campaigns
I am attempting to create my first Automation - I'm so close but I need to find a way to assign tasks to certain Zoho CRM users. I have already invited the needed users to Campaigns and they have all accepted the invites. My issue comes up when I attempt
Cannot change datatype from Dataprep into Zoho Analytics
When importing data directly from DataPrep into Zoho Analytics, I am unable to change the datatype for a column to visualise as a geo-location. Zoho Analytics says it cant change the table as its a system table, while Dataprep only has a "map" datatype
Task Template Custom Field
Hi all, is there any way to add a custom field to a task template? In my task template I only see basic fields, task name, description, start date, and duration, and I haven't been able to find a way to add anything else. Thank you!
warehouse level inventory valuation
Currently i have multiple warehouses in an organisation. When i select inventory valuation, i can view organisation level valuation. But i would like to filter it down to warehouse level inventory valuation. I was informed that i can create custom reports
BCC Email
Hello --- I just sent a BCC email to a group via my GMAIL which is synched to our Zoho account but am not seeing the email appear on my lead's page like other emails I have sent. Please let me know if I need to change settings. I often will send emails
What the actual fk is wrong with Zoho Mail support?
Why do I need to wait a month to get a reply? Why do I need to follow up 7 different times in those 2 months before I get a reply? This only happens after the dull agent gave a wrong answer and was proven wrong. I told Mohana (the support agent) that
Full Email Integration in new CRM UI
I'm a huge fan of the "CRM for everyone" direction, and love the new UI, and it would seem it is tailor-made for re-thinking e-mail integration. Would love to see one of two things happen: 1) Bring Salesinbox into the proper UI so that you don't lose
Recommendations From the 53rd GST Council Meeting
Hello users! Here's an update on the recent developments from the GST Council meeting held on 22nd June 2024. The meeting covered several important topics that may impact your business operations and GST compliance. Note: The changes mentioned in this
Zoho OneAuth Multiple login in Desktop Apps(Mac and Windows)
I sent a mail and also letting it here, There is an option to login multiple accounts in Zoho OneAuth mobile app. Is the same feature that is logging multiple accounts exists in Desktop Apps or I would like to request that option since it'll be more helpful.
ERROR DECLARING DATEFORMAT IN ZOHO ANALYTICS
I am using the Zoho Analytics API (https://www.zoho.com/analytics/api/v2/data-api/add-row.html) and, as mentioned in the documentation, to record date and time data, the data must be formatted if you want to store it in a custom format. By default, the
Custom integration of Zoho CRM and Zoho Projects with Zoho Flow
We have a particular use case where I need a personalization of integrating Zoho CRM and Zoho Projects via Zoho Flow The main idea is we have 3 Custom Modules in CRM that when created in CRM should create their replica in Zoho Projects. While being solved
Integration Zoho Books and Power BI
Hi all, What is the best solution to get all Zoho Books data into Power BI. Is this the Zoho creator option in Power BI (Get Data + Online Services)? Or should I use third party software, like provided by CDATA or SKYVIA. Or do I have to use the ODBC
mapping fields when importing from intergers to dates
trying to import data and the data style only allows date mapping. can this be changed to import or must it be lost
Pourquoi vos publications ne sont pas datées ??
Bonjour, Vraiment je ne comprends pas pourquoi vous n'indiquez pas une date et un N° de version a vos documents. C'est la base dans les systèmes de gestion documentaire, sinon comment savoir si nous lisons bien la dernière version ?
【Zoho CRM】 キャンバスを使用したデータ入力ページのカスタマイズ機能リリース
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からキャンバスのデータ入力ページカスタマイズ機能について紹介します。 キャンバス機能を、データの入力ページ（フォーム）でも利用できるようになりました。 本アップデートにより、CRM のあらゆるタブから、ユーザーがレコードを作成する方法をより自由にカスタマイズすることが可能になりました。 設定の流れについては以下をご参照ください。 概要動画：https://workdrive.zohoexternal.com/file/kvnby40f53cd54f074497ade9f0ab519bffe1
Writer document thumbnails not updating
Hi Zoho, Big fan of Writer but it seems like the thumbnails (which are displayed on the Writer dashboard) do not update. I saw a previous post on here where you explained that there is a delay before thumbnails are updated. However, the thumbnail for
Is it possible to notify a non-ticket owner agent (who has previously also replied to a ticket) when a user sends a response?
User (our customer) sends a support request in. An agent replies - an automatically becomes the ticket owner. Another agent also replies The user replies A notification is sent BUT only to the owner agent. Can the user response notification ALSO be sent
Knowledge base and Dropbox
I am trying to embed a video saved in Dropbox using a public link, but I keep getting the below message.
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