Meeting recording in Zoho CRM
Am I missing something? When I complete a Zoho Meeting from CRM the recording doesn't get added to the meeting. I get it in my Cliq bot, I get it via email, surely it should also added it to the CRM Meeting record it was launched from?
Attachments Disappearing After Workflow Rule Conversion
Hello, I have tried to do my due diligence and searched for this error, but I can't find anyone else encountering the same issue. I have a workflow rule set up to convert a lead into a Contact, Account, and Deal. This workflow is also supposed to move
Incoming ticket, sender not recognized
As soon as there is an incoming ticket (email), the sender is not always recognized. Anyone have an idea what this is about? I now have to manually enter the sender every time, which means that I also have to manually enter the email address when answering
MX Verification failure
added all MX . domain : pluton.me
email in conversation to resolution.
Good day, It would be great if there was an option in the "..." dots on a conversation that would allow us to move that email (reply) to resolution. Thanks Rudy
Importing tasks into tasklist in Milestone
I've been trying to upload a csv file with tasklist names into a project with Milestones defined. However, even if I enter the tasklist name in the correct field, it will just create a new Task list and I have to move all tasks over into the correct tasklist. Is there a way to do it correctly? My tasklist is called 'Gonio' under the Milestone 'Testing'. My CSV is as follows: "Task Owner","TaskListName","Task" "UserA","Gonio","WO-10579" "UserA","Gonio","WO-10580" Any tips on how to fix this? Thanks,
Zoho Desk custom domain for customers only, agents using desk.zoho.eu?
Hi, I would like to keep our helpdesk at helpdesk.mycompany.org, but access the desk as agent via desk.zoho.eu/agent/mycompany. I have at least one reason for it - when I have in Safari Prevent cross-site tracking on, telephony doesn't work. The log is
Support Contracts with SLAs to specific subscriptions
I have 2 main questions: 1. When I create a support contract for an account, I can associate an SLA and a product with that contract. I would like to know if it is possible to activate the SLA of this contract only when a ticket is opened that contains
Zoho Flow Setup Between CRM and Books Issue
I'm trying to setup the following flow between CRM and Books: CRM record updated (tag added) Create Customer in Books Create Invoice for Customer When I enter the information required for step 2. (create customer), one of the mandatory fields is "display
mobile convert of sales order into invoice
Hello, in desktop version there is a button to convert sales orders to invoice with data filled from SO. is there an option to make the same from the mobile? I am using CRM professional, it this available for CRM PLUS subscriptions? please help..
Update sidebar widget when different ticket is opened
Hi, I'm writing a small Private Zoho Desk integration that shows in the marketplace sidebar on tickets. I'm able to show the ticket details. However, when I open a different ticket, the details don't update. How can I make the widget update itself to
ResponseCode 451, 4.7.500 Server busy from Surfbus.pt
Hello! I'm using Zoho email to implement the email service of surfbus.pt. I configured the service recently, and this week we started receiving messages from the outlook servers with the message: "ResponseCode 451, 4.7.500 Server busy". I already configured DKIM a SPF so I can validade my email, but it seems that outlook don't trust the server ip (https://blogs.msdn.microsoft.com/tzink/2015/01/07/office-365-releases-ip-throttling/) Do I need to configure more settings? Should Zoho needs to configure
Accounting on the Go Series-37: Streamline Actions with Haptic Touch in Zoho Books iOS App
Hello users, I hope you’re all doing well! This Thursday, we’ve come with yet another nifty new feature that simplifies your Zoho Books mobile experience even further: Haptic Touch. What is Haptic Touch? Haptic Touch is a feature that adds a tactile response
Cannot integrate with Microsoft Exchange
Zoho Books is currently restricting us to integrate with Microsoft 365/Outlook, not Exchange. I believe because we cannot integrate with Microsoft Exchange this is why we are having the email troubles below: 1. No emails populate in Exchange "Sent" files
Shared Folders - Issue
We have an operations team of about 5 people. Each member of that team creates forms but they need these forms saved so that anyone on their team can access and edit/modify. We have tried creating a folder that is shared amongst the team. Although every
Why is my Name showing in Emails?
I have signed up for my primary account using web@mydomain.com and created a secondary user named shop@mydomain.com. I edit both profiles so the Full Name and Nickname are the same. My PRIMARY account is sending with Name my full name from signing up, not what is in settings. Is it required that every user has their real name? Where do I change the settings? What if I have more than one person using the email? For example: If I have support@mydomain.com and then my sister and I are doing support-
Lookup Logic is broken
Hi， I thing that CRM lookup logic was broken. I fail to search record if record name included space, it will return all record as result. it happen since half of hour before Thank you. Kava
Attributing Physician Referrals to Specific Accounts/Offices
I am struggling to create a report that will show me physician referrals that come in under contacts that I can then attribute the the account/office those contacts or physicians are attached to. How are people associating sales rep activity to referral
How do staffing agencies for Zoho Recruit differ from corporate HR?
Zoho Recruit caters to two distinct recruitment needs through separate versions: Staffing Agencies and Corporate HR. Need a detailed breakdown of how they differ.
Email to CRM
Hi Does CRM via Zoho One support emails to CRM, ideally as a Lead? It would also need to support emails coming from contacts which aren't already in the system. Most comms come from those usual primary contacts, but we often get quote requests and queries
Telephone Number Formatting
Hi, Following on from the April digest, here is a custom function, that Ive got in place for UK based +44 numbers contact = zoho.crm.getRecordById("Contacts", contact_id); // Get ONLY the Phone field. phone_number = contact.get("Phone"); // If phone_number
Zoho One Authority on phone not reading fingerprints
I have not been able to login with one authority app as my fingerprints nearly impossible to read? How do I reset this one authority app to read my face or a pin to log in to get push notifications???
Is there anyway to show a field in subform a when the user adds or edits an entry in subform b?
e.g. I've got a list of labels that the user can define, and a list of items they've ordered. If they don't have any custom labels there's no point in showing the drop down list for the label. However as soon as they add a custom label I want them to
Any way to Create Customer facing Custom Buttons within Subscriptions in the Customer Portal?
In Zoho Subscriptions, we can create custom buttons and allow our staff to interact with those custom buttons. Is there any way or any plans to allow a custom button to be assigned to the customer so that the customer can click it from within the customer
Event invitations from Microsoft Teams not displaying details in email invitation - Zoho Mail Desktop and Zoho Mail iOS
Hello, When receiving an event invite from Microsoft Teams, I'm unable to get the date and hour details in the email received, also I'm unable to accept o decline the invite. As shown below, this is how it is displayed in the Desktop version: While the
Zoho book's barcode scanner not picking up products when scanned
So, my accounts are linked with Zoho inventory and Zoho books. On the inventory side, we get asked to enter UPC codes during the addition of any new products. All our products have their own upc codes. However, while using Zoho book's android barcode scanner, the items don't come up after being scanned. In fact there is no place to see the barcodes in the books side. Can someone help me demystify this barcode issue?
Printing from HTML to A4 Pages
Morning All I need some guidance before I am move further. I have created a quote system in creator, the rep will create his quote in there and then output to A4 pages to present to the client. I have created a page using HTML snippets that has the required
Error AS101
I try to add an alias address but get an error AS101.
Is it possible to map a column from an import file into an Integration Special Field?
It doesn't appear that I can select the field to map to when importing a file. Sometimes we input the data through the form and sometimes we load records via a file with hundreds of records. Is there any work around or something that I am missing? I would
Difference Between Search API & COQL API
Hello Team, Please find the following image to understand API & COQL API. If any points missing please added in comment section. Thanks, Thisai Moorthy.
Why am I not receiving the password reset email from Instagram?
I need to reset my Instagram password and so have sent myself an password reset email multiple times now. I am not receiving it in my Zoho Mail and was directed by Instagram to check if the domain @instagram.com is whitelisted. Please help. Thanks.
Signature Field
Hi, anyone have used some hardware as Wacom Signature to collect the signature in the zoho creator signature field? I'm not able :( Are they compatibles? Thanks Mike
Excel Answer to Zoho, it seems
I can’t edit zoho spreadsheets in chrome on my mobile, period. They were created on my laptop with no collaborators. I’ve installed ZS app on my mobile, and I can edit but all of the DVs are corrupted - intact but in the wrong places. I am very frustrated
Wacom integration with Creator
It will be great if signature field had support integration with Wacom pads
Email Notifications on Project Feeds
I find it hard to understand that unlike Forums Posts, Comments, Tasks etc, there is no way to have email notifications for Project feed posts. Yes there are browser notifications, but you don't always have the browser open. Some of our clients prefer
What are the limitations of Cliq Network vs Cliq Local
I found that you get 5TB of space up to 10 users with Zoho One then it increases 500GB per user. This seems to apply to the Cliq space when uploading photos/videos, etc. However what are the space limitations when using Cliq Network? We have a web design
How do I switch our version to staffing agency?
I would like to know how can I switch our version to staffing agency, since I've tried the corporate HR version and now I don't know how to change again to staffing agency. Thanks in advance.
Create appointment in calendar from email body text
I am looking to automate the creation of an appointment in a shared Zoho calendar if a message meets the specific sender and subject criteria and extract the information in the body of the email to create a calendar event. ---------------------------------------------------------------------------------
Are you planning to add eWidget to teaminbox?
Hey, Are you planning to add eWidget to teaminbox? Congratulations, the inbox is great for teams - message templates, the possibility of delegation (assign), watching selected e-mails is excellent
Integration between WorkDrive and ZohoCreator
Can see the integration between WorkDrive and other Zoho Apps is slowly developing. What is the planning to integrate WorkDrive with ZohoCreator?
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