Staff notification emails sent using buffer time
I noticed that staff notification emails have been sent and arrive at the wrong time. For example, I have notifications set for 1 day, 2 hours, and 30 minutes prior to an event. They were arriving 30 minutes or 1 hour earlier than they should have. I
Marketer's Space: The Power of Personalization - Crafting SMS Messages that Resonate using Zoho Campaigns
Hello Marketers, This week's Marketer's Space will focus on personalization, how it enhances customer engagement and retention, and how you can personalize your SMS content using Zoho Campaigns. What is Personalization?Personalization is tailoring your
Manager level users are unable to see emails linked to accounts in CRM
We have two levels of users. One is CEO and the other is Manager. The users that have CEO level assigned to their profiles can see all emails linked to a CRM contact record (Their own emails plus other users) The Manager level only shows emails for that
Integration With Takealot & Bobgo of South Africa
Hello, please integrate with South African marketplaces such as Takealot and Bobgo. Takealot is by far the biggest and there are others such as Makro, and Amazon is expected to launch soon. We have to manually enter each Takealot sale on Inventory which
Status: 421 / The following addresses had fatal errors
Messages sent from zoho to a talk21.com address have been delayed / not delivered. I have copied the email message received and attachment (attachment.bin). Please can you clarify whether the messages below have been sent from zoho or talk21, and advise
Zoho Project loading is very slow
Hello, Zoho Project loading is very slow. Is anyone else experiencing this?
Client Script: Undocumented new function/feature or it's a work in progress?
So I recently found out about client scripts and while messing around in Zoho CRM and in the client script editor when referencing a Field type, two of the available functions shown in the auto completion dropdown are .getSuggestions() and .addSuggestions().
Email
My email is not sending through zoho.
"Oops! Something went wrong" - Error in first email registration
I sent in this request to Zoho Support as well but did not get a response. I'm not sure what the waiting time is usually. I had managed to verify my domain dotgraphers.com with Zoho mail, however, I am unable to create an email account on it. I am accessing
Whitelisted domain in spam folder.
Emails from Venmo getting marked as spam and going into the spam folder. I've manually whitelisted "*.venmo.com" to no avail. Replies from Zoho support indicated that when an email is tagged as "Not spam" it's automatically white listed, but that seems
Making a new email address - help
Hello, This may be a stupid question but I don't know how to make an email address. I had a previous account which I haven't used in years, linked to my main personal account. I have logged in and purchased 2 domains as I'm torn on a business name. I
Change sender mail
Hello. I send automatic emails to customers such as welcome email, change password and ... . the sender email is zamani@golden.fund but i want to change it. how can i do that?
After the codes I added to my website, ZOHO CRM information does not arrive.
Hello, we are new to working with ZOHO CRM. I added the codes you gave to the form sections on my website. However, when you fill out the forms, ZOHO CRM information does not come. Where are we going wrong? Below are our codes. Thank you in advance for
Is there a way to set the default Flag to External vs. Internal?
Thank you, Kenny
Preserving Lead Source field once it has been filled
Is there a way to keep the lead source as is once there is a value in the field? We want to connect Zoho CRM with Zoho Forms so we can know where the lead comes and since some of the leads are already in our system, we don't want to update their original
Email campaigns not being received
Rolled out our first email campaign on Zoho. Kept it small for the sake of trialing the campaign section, basically 85 address of people who signed up for a contest a trade show with a chance to win a Martin Guitar ... so basically voluntary sign ups
Important: WorkDrive TrueSync/Sync app support for Windows 7, 8, 8.1 and Mac 10.14, 10.15, 11 will soon be discontinued
Hello everyone, We would like to inform you about some upcoming changes regarding the compatibility of the WorkDrive TrueSync/Sync app with certain operating systems. For Windows users: Support for the WorkDrive TrueSync/Sync app on Windows 7, 8, and
Power of Automation :: Automatically track the count of re-opened Issues.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Custom Reports
Hi, I have a request regarding custom reports. I would like to know if there is a way to achieve the following operations. * Maintain the link to the customer information even when a row group is set up. For example, if I set a contact name to a row group,
My YouTube short didn't post
Hello, I have a problem. I scheduled a video to be published at the same time on FB, IG, and YouTube Shorts, but the short wasn't published and it doesn't explain why. The duration is 45 seconds and it has the correct 9:1 size. Can you help me check?
Edit the Reply template
I have been looking all over and trying to figure out how to edit the reply temple to the customer. I ask because we need to edit the Subject line to match the email they receive after their initial contact. -- ie the Subject will say [XM #100] Your ticket
Federated logins only picks up first name
We are using the Sign in with Google federated login but when users create an account this way it only picks up the first name and puts it in the last name field in Desk. Can you please set it so that it picks up the full name from the federated login
ZOHO Desk : How to fetch the date and time of ticket status changed from Status A to B.
There is a requirement where we are writing a custom function to send an email notification to the client if no activity happened on the ticket since the 7th day or the 10th day after the status changed from A to B. For the same, I am writing a function
I cannot clear contacts registered through the portal
I use the ticket system for my customers who have a maintenance support agreement. Some contacts in my customers register through the portal. When the maintenance agreement with the customer ends, I want to delete all records belonging to that customer.
Zoho Forms validation doesn't work as expected
Hi, I'm adding the Zoho Forms form (via HTML/CSS download) to my page. It comes with js/validation.js and css files. Now, I can't get the validation to work as it is shown when you Access Form in the Zoho Forms. In my server, when I load the form and
deactivated form
Your current selection contains deactivated form(s). Contact support@zohoforms.com for further information. I need activate this forme
Media Organization
I have hundreds of photos and videos I use for my business. Is there any Zoho software that allows you to add, tag and organize photos and videos into different folders? I need a solution that will allow me to add multiple tags to these photos and videos,
Function to have one field automatically fill in another.
Hello! So i'm writing a function in the Leads module, in which i want to have the zip code fill in another field called SPA depending on what it is. I'm aware I can do this over a workflow, but i have approximately 50 different possibilities, and it's
How to get records for Deals with Closing Date in the past
I'm quite new to Zoho CRM development. How do I get records for Deals with Closing Date in the past in a standalone Function? I can see from the documentation this is the general form to get records: <response>=zoho.crm.getRecords(<module_name>, [<page>],[<perPage>],
Campanha no CRM
Pessoal, estou montando um campanha pelo módulo CRM, e pra adicionar destinatários só tem a opção de buscar em contato e cliente potencial, preciso adicionar das contas. Sabem se é possível?
Zoho CRM for Ring Central- Outbound call issue
Hello, I am having issues with Zoho crm for Ring Central. Over the past week, I have spoke with Ring Central and they they had their engineers try and fix my problem. They said everything is set up on their end, that it's Zoho CRM with the problem.
Is there a way to color code desk tickets? Or distinguish the type?
We get two kind of desk tickets but there's no way of telling which one they are unless you just read and know. I was wondering if there's any way to color code them?
How can i add a custom text in related list?
I'm trying to add static text to a related list in the Deals module. I tried to do this using deluge but it doesn't work. I did a small test but it didn't work. Basically I want to insert a sales script in text so the salesperson can consult it. Desculpe,
Custom module - update the email address field when a contact is selected
I've read a few articles around updating fields automatically but I really couldn't wrap my head around the code. Could you please help me? Module name: Contracts Field to select: Technical Contact Field to update: Email What i'd like to do is update the email field automatically when I've changed the Technical Contact field. I read that I need to populate the email field in order to make to make use of the "Send Email" button. (I know I can use the workaround for a mail merge but I didn't want to
Sandbox for Inventory?
Does Zoho have any plans to introduce a developer sandbox (like Zoho CRM) or environment for Zoho Inventory? I find myself working in inventory frequently for the last few months part of my development work sees me working with Deluge, Flow and the Inventory
Different Divisions
I am a newbie to zoho books. In my company we have 4 different divisions, every division having its own P/L. what is the best way to track this? Should we create 4 different organization or should we manage this within Chart of Accounts. In essence different
Enhancing Self-Help Opportunities: Positioning 'Related Articles' Below the Subject Field in the 'Submit New Ticket' Page
Hello, I can't seem to find any resources on how to customize the "Submit New Ticket" page in the helpcenter. Basically i just want to move the "Related Articles" display from the right to below the Subject field, please see example Screenshot from our
A assistente de redação inteligente do Zoho Writer, Zia, agora oferece suporte ao português brasileiro!
Obtenha sugestões contextuais de ortografia e gramática e melhore a qualidade geral do seu conteúdo com a Zia ao escrever em português. Estamos treinando a Zia em um novo idioma para atender à crescente demanda dos nossos usuários por acesso multilíngue.
Anchor links disappeared on campaign launch
Hi, I sent a test email to myself and all the anchor links worked. When I sent out the campaign, the recipients found the links were not working. I paused the campaign half-way through, cloned it and can see all my anchor links have gone. What has happened?
Wrong cache in API method searchRecords
Hi there. I found mistake on API method https://www.zoho.com/crm/help/api/searchrecords.html After changing the lead, I still get as a result of some time with changed lead (it no longer fits the search criteria and stores a field with a modified value). For example: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). Request: https://crm.zoho.com/crm/private/json/Leads/searchRecords?authtoken=AuthToken&scope=crmapi&criteria=((MyCustomField:aaa)) Result: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). -
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