Correct Parameter
Hi Zoho Team, It comes to my attention that I am missing something to display a report. What I want to achieve here to be able to display results base on certain criteria Here's the result of the query to display records But here's my query parameter:
When does SalesIQ add leads to CRM?
We're using SalesIQ, CRM and Marketing Hub. When someone completes a newsletter form, it's added to CRM by SalesIQ, before the Marketing Hub process gets chance to run. How can I control exactly when SalesIQ creates leads? Thanks
Zoho Desk Auto Response to Outside of Business Hours ticket
Hi I am trying to automate response to requests that are coming in over the weekends and outside of the regular work hours of 9 to 17:00. I have tried using the Work flow Rules but the criteria for time requires date and time to be specific, which I do want to avoid. Same thing happens when I try to add the weekend response as well. Is there a way to add auto response to a ticket (comes in either via e-mail or web form) that would include a message that the request is out side of office hours?
MA 2.0 Website Analytics with multiple websites
We noticed since we upgraded to MA 2.0 the website analytics page there is no place, or options to choose which of our 5 websites to pull analytics for, what happened with this? I see you can filter by segments, but there used to be a simple list of the
Tip #21: Usa Botones Personalizados para ejecutar acciones únicas
Tips and tricks #21, adaptado de Aishwarya EK ¡Hola usuarios! Esta semana vamos a aplicar una de tantas posibilidades para automatizar tus actividades en Zoho CRM. Para aquellos que acabéis de aterrizar en el foro: ¡bienvenidos! Tips and Tricks para Zoho CRM es una serie de consejos y trucos en español con los que puedes aprender cómo sacar el máximo partido a tu CRM. Puedes pasarte a leer los anteriores en este enlace, eso sí, después de leer el de hoy. Tip #21: Usa Botones Personalizados para ejecutar
WhatsApp para zoho crm
Buenos días a toda la comunidad, Primero quisiera felicitar al equipo de Zoho por la implementación con whatsApp disponible en el CRM de forma gratuita. Es sencilla y va muy bien. La duda que tengo es si se podrá usar en la app movil del crm, ya que
Adding rows to a subform of an existing form
In Zoho Creator I created a "Deals" form, which has a subform to an existing form of "Deal Items". I want to add deal items to an existing Deal record, using deluge. I know how to do it for a subform of a blank form (as detailed in this documentation),
Zoho Form multiline field doesnt prefill from CRM
I have a zoho form which I prefill from CRM data, and there's a multi-line field in the form that I am trying to prefill from CRM. It doesnt allow me to prefill the said field and just displays "Page Not Found" when I try to access the link with the prefill
Zoho CRM Integration can't see all Organization selection.
Hello, I request your help, when I integrate Zoho CRM in Zoho Form, when I select an organization I can't see all the organization I did in zoho CRM. Anyone had the same issue ?
Zoho Form, if email exist present popup to login
Hello, Is this functionality available? I don't want to touch the javascript of our site, can I customize the form to do so?
Why Journal Entries are required ?
Hello Zoho Team While I see a very strange behaviour / treatment of JV in Zohobooks and seems like you guys do not want to use JV and remove it altogether from the Accounting process which seems very un-fundamental to me While there are chances of fraud
Using pages as webhooks - how to return a json response
Hello, I'm working with an external service that needs to send some data to my Zoho Creator app using a webhook. SO I created a simple page with three variables and published it. Although I'm able to get the webhook data correctly the external service
Flag/Set Mail as private afterwards
Hi! Is it possible to flag or set a Mail after sending/receiving for example from an internal conversation to private to hide it in the help center. If this is not possible, why is this not possible. Sometimes it is necessary to flag/set an Mail to public,
Getting error while calling API in extension widget
Hi all, We are trying to call an public API in a Zoho creator extension. I am getting as follows r Refused to connect to xhr.js:188 https://www.zohoapis.com/creator/custom/user2_demo2127/testApi?publickey=TCCn@7KEpRUAEuxDz4VMt...because it violates the
Zoho CRM call custom function from another custom function
Hi, is it possible to call a custom function from within another custom function in Zoho CRM. This way you can have smaller and reusable functions. Thank you.
Track Emails Marked as Spam
Hi there, Is there any way to track whether the Workflow Emails or Mass Emails sent out, if the emails are marked as spam by the recipient? I want to know the spam rate for the emails I send out, so that I can fine tune it. Kindly advise! Thank you :)
Projects API Scripting to add followers to tasks
I've written a script that looks like it works, except it doesn't. The Python script does the following, but I've left out token refreshes and pauses that exist in the script: Queries our company account and returns an enumerated list of all active projects
Our Company email Suppressed by other corporate Microsoft Email server users
So I've tried everything. Zoho Mail support can't assist me because they're referring me to Microsoft. All my emails show delivered in the Email logs but the emails that I send don't actually end up in the end users Inbox or junk folders. There's no auto-response
Costumize e-mail in zoho social
Hi, I would like to costumize the message in e-mail that is send when I invite someone to be part of my clients in one brand. My contract says that I can do it but I can't find the right option in the system. Please help me!
Social Media Simplified with Zoho Social: Best practices for uploading a video
Video content is being increasingly consumed by the online community in the past few years. This surge in viewers and consumption has been because of various factors over the years: Ease of access to social media platforms and the internet Rise and growth
Dynamic content based on user profile information Zoho CRM
Hi, We want to send confirmation emails to our leads through Zoho Campaigns. We've created a template and want to end each email with personalist contact details of an accountmanager (based on the field lead-owner in Zoho CRM). Is it possible add a merge
Assign records based on user roles in an organization
Dear Customers, We hope you're well. We are excited to share a new addition to the assignment rules in Zoho CRM. When setting assignment rules, administrators can choose to automate all records or only records which match specific criteria. The criteria
How do I edit DNS "A" records for my domain - web site is hosted elsewhere?
Hi, I bought a domain through Zoho for email purposes, but now I want to point the www DNS record at my web site, Zoho is trying to get me to create a Zoho Site but I already have the web site running elsewhere - yet the DNS manager only lets me update
is it possible to customize SMS content with Zoho Deluge scripting based on conditions or variables?
I am going to integrate third party api with zoho deluge so can I dynamically customize the content of an SMS based on specific conditions or variables within Zoho application?
Blueprint transaction not marking previous task as "Complete" when transitioning to next action
Has anyone figured how to get the actions or task to mark as completed when the transition to the next step is completed? (Ex: Transition from "Set up Call Appointment" with a task scheduled to call in 2 days> Next Transition is "Call Completed". Shouldn't
Cannot add client side API
What I should I do here to pass the JavaScript Domain Validation?
Scheduled Reports missing charts
I've scheduled a report in my Zoho Desk application. While looking at the report from a browser, it has the chart at the top and the supporting data underneath it. When I schedule the report and email it as a PDF, the report is missing the chart at the
Enable Telephony in Channels for Developer Account - User ID: 60030356237
Hello Team, Good day! I am an engineer here at Zoom. I was integrating Zoom Phone (Telephony) app with a developer edition of Zoho CRM trial (User ID: 60030356237), however, I learnt that I didn't have various channels in my Zoho CRM. The one I am interested
Marketer's Space - Unlocking Customer Insights: A Deep Dive into Website Analytics Module – Part 2
Hello Marketers, In our previous post, we looked at the "Goal Creation" feature in the Website Analytics module. This week, we'll learn about the Website Analytics module in action, focusing on the Dashboard, Acquisition, Behavior, and Smart URL. Zylker
Sub-Forms
Hi all, In the Deals Module, i have a sub-form for multiple companies with different contacts. The Deal is the project we are quoting, and the sub-form is the builders that we are quoting to. When we choose the builder, we then choose the contact related
Need help with Merge and Store V2 API call
Hi Writer Team, Thanks for a great product. I need help with this code. It fails and there is zero data in the response variable. I'm debugging blind. I am 100% confidence that my workdrive_crm_folder_id and connection strings are correct, and the datamap
How to adda a video mp4 file to a social post on Facebook and LinkedIn (don't want to use youtube)? Why does not work tagging for facebook and linkedin account?
How to add a video mp4 file? Why does not work tagging for facebook and linkedin account?
Apptics' Privacy Shield: Protect in-app data from unauthorized screen captures
Hello, Apptics community! Imagine someone suddenly yells "Cheese!", blinding you with flashlights and back-to-back shutter clicks. Sounds scary, right? That's exactly how your users feel when their personal information gets accidentally captured in screenshots
lending system
We are a lending company that disburses loans to customers and collects repayments with interest over a period of 1 to 12 months. Is there a Zoho app that matches our requirements?
Not reviewed
my account was last few months not reviewed so kindly check it
Google Calendar Integration
Is it possible to Integrate the Google Calendar data with Zoho Analytics? If yes Kindly Provide the Solution.
OpenAI issue
Hi, I've tried to enable OpenAi in Zoho Sheet as in this article Simplify your spreadsheet tasks with ChatGPT integration | Zoho Sheet Help Guide but I get this error below in the AskZia console: Credit limit exceeded. Any ideas? Thanks
Option to have calendar start the week on Sunday
Hi there It would be great if there was an option for the social calendar to start on Sunday. Not a big deal but it's more consistent with North American calendar layouts. Thanks!
Extracting record counts for Zoho Creator C6 application Using Zoho RPA
We'll demonstrate how Zoho RPA can automate the process of capturing the record count in each form within a Zoho Creator Application. Although Zoho Creator C6 version shows the total record count for the entire organization, it doesn't break it down by
zoho.currenttime is not working properly
Namaskaram Zoho Books team, we wrote a script to update an date fields based on current time. For that, we using the deluge default function (zoho.currenttime) in the script. It is not taking the current time of login user, literally its taking current time of the script owner (user who wrote the script) not the current login user. Crafted with ❤️ Zoho Gurus | Zoho Books Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Next Page