How to add a product to multiple contacts at once?
we run a course company and are currently reform our record system. i want to add our products to our contacts but not sure how to do it efficiently, and adding products one by one to contacts manually will take too long. Is it possible to add a product
Workdrive Snap in Cliq
Hello, I don't quite understand the "benefit" of have Snap in Workdrive. I mean what business need is a communication tools has to do with file hosting. It would be obvious for me to find Snap in Cliq which is a communication tools, or even Mail. The
Add Profit & Loss Report to Zoho Invoice
All the data needed to make the report is already collected. It would be great if a report could be generated like in zoho books.
Announcing new features in Trident for Windows (v.1.9.6.0)
Hello Community! Trident for Windows is here with exciting new features aimed at optimizing your email experience, with updates designed to elevate your day-to-day communication and productivity. Let's take a quick look at them! Create email templates
Can we determine what environment a deluge function is running in (sandbox/production)?
Is there way of consistently detecting whether a function is running in the sandbox or production? I was wondering if there was a flag to indicate the sandbox, rather than comparing an org ID variable. I took a look at response from zoho.crm.invokeConnector("crm.getorg",Map()) but there's nothing obvious, beyond ID differences, or our sandbox zia_portal_id being null.
Button Email link
I am trying to use the "Button" template item to create a "Contact Us" button and need it to link to an email. There doesn't seem to be a way to do this. Can you help? Nelson
getSearchRecords with multiple searchCondition
Hey guys, I`ve been searching online and in your documentation, ZohoRecruit, and I can't seem to find a way to add multiple searchConditions to a single API call. I saw that this feature is available in ZohoCRM. Do you have it also for ZohoRecruit, and if so, can you provide some documentation please? 10x, Bogdan
Automatically create a Zoho Desk ticket when a task is assigned in Zoho Projects
Hi, We are currently using Zoho Projects to manage the new installations of the software we sell and Zoho Desk to track the support cases. The workers that are doing a new installation are the same that will support the customers later. The project management
Can you associate an existing contact to multiple companies?
We are a HOA. People own multiple properties. I want to associate Homeowner A with two different addresses as Related Company 1 and Related Company 2. I cannot for the life of me figure this out. CB
Zoho CRM Email Templates are clunky and distort on mobile
Why is the CRM Template builder for emails so outdated compared to other tools like Canva or MailChimp? It is a horrible process to try to create something from scratch then you can’t change half of the elements in the email. Fonts are ugly and basic.
How to get deleted entity detail by a last_modified_time for zoho books entity ?
Hello, We need to get the details of deleted entities such as chartofaccounts,contacts,invoice/bills,payments,credit/debit notes,item,taxes,journals etc. By calling the respective entity API based on last_modified_time as query parameter. As of now able
Zoho Creator - Creator 5 to Creator 6
Hi Team, I need information about transitioning from Zoho Creator 5 to Zoho Creator 6, including the new features available in Zoho Creator 6. Additionally, I need to determine whether our organization is currently using version 5 or 6 and understand
Zoho Books - Billing for the same project with 2 methods
I have some projects that are a Fixed fee project, but after certain amount of hours, I need to invoice hourly for the same project. When I tried to change the billing method to Per-User Hourly Rate, I got an error that there are invoices issued before
How to refund a deposit invoice
As per our conditions we ask for 100% down payement to confirm any order. We issue a deposit invoice and match it with payement received. Sometimes, the order can't be fulfilled due to lack of stock. If I create a credit note and match it with the payement
Zoho Email is Down - when will it be up and running again?
Social Media Simplified with Zoho Social: Address your social media engagement promptly
Owing to the widespread use of social media for businesses, customer service is also becoming really important. Customers expect quick responses to their queries online, and being available around-the-clock just helps in making their experience personalized
Zoho people integration move all documents.
We are planning to use Zoho Recruit for on in house employes. But I was wondering something when we use the integration between Zoho Recruit and Zoho People I don’t see a way with that integration to move all attach documents. For example, we are using
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Redirect "I'm Interested"
Hello, Does anyone know how to do this? I would like to have when a candidate applies for a position and selected "I'm interested" that they are redirected to another URL, not my careers site. Is this possible?
Zoho Desk's Instant Messaging Update | Improve customer communications with WhatsApp in Turkiye
As of May 15, 2024, Türkiye is now open for Cloud API business messaging. Businesses can begin conversations and receive messages from WhatsApp users with Turkish numbers. We now support WhatsApp Cloud for Turkish numbers Utilizing the Cloud API will
WorkDrive Sync re-downloads everything after disconnect
This is not a bug, but an intentional mechanism. But I think from a customer's point of it, it can be changed/improved. Here's what happens on Windows WorkDrive sync when you relogin it discovers already existing Zoho Directory and asks you three options:
Support Ticket
We are trying to setup a basic support ticket help desk for customers to request returns. How do we do this? As well can we use Desk to setup a general contact us button?
Search for fields with null values
Hi all, I'm writing a custom function in Desk. Part of this function must search for all tickets that are unassigned in a certain department. This is the part of the code: unassignedTicketSearchCriteria = Map(); unassignedTicketSearchCriteria.put("assigneeId",null);
Report on time from Ticket Open to Ticket Close
We do not track the TIME ENTRY on each ticket, and want to create a report using the Ticket Created Time and the Ticket Closed Time to track the time spent on each different classification and per Agent.
Create tickets on behalf of the sender while forwarding emails from a CONTACT
I am aware of the setting "Create tickets on behalf of the sender while forwarding emails" however this only works when forwarding email from an Agent - is it possible to make this work when forwarding email from another contact to the desk? We use the help desk as an internal support helpdesk for our company so we often have the scenario where emails are forwarded from one of the contacts to the support desk, the agent then changes the ticket contact to the original sender but the reply to address
Icon for stripe on invoice
Is there any way or any plans to update the icon for stripe on the invoices. I have both PayPal and Stripe.com enabled as options, but if you look at how it appears, it is easy for a customer to think that only PayPal is available? See here: https://www.dropbox.com/s/okbfoqcwhym7b50/Screenshot%202015-05-05%2010.10.04.png?dl=0
Inviting Contacts to the Customer Portal
We are building out our Zoho CRM, and I've built out a customer portal; however, I've run into a wall. I created a contact record and attempted to invite the contact to the portal and received the error message "You can invite only customers/clients for
Whatsapp extension for zoho crm custom modules
Hi community , i am looking for recommendation on some good whatsapp extension which we can use with zoho crm standard modules and custom modules both . The main objective is to send and receive whatsapp messages from clients. We just looking for a button
Zoho Creator Upcoming Updates — May 2024
Hello all! We're back after a brief break with our latest monthly post, packed with exciting new features: During actions in Blueprint Widget configuration Subform column freeze Data types in formula fields Maximum character limits - - - - - - - - - -
Zoho Creator - Multi Select Option Have to be shown in Page Section Charts
Hi Team, I have created a form in Zoho Creator containing a multi-select column. I need this data to be reflected in the Pages section as a stacked bar chart for visualization. Form Example: Name Task Name Softwares used for this Task For the above form,
Zoho MAv2 Reports
Hello all, We started sending emails with marketing automation version 2. I am looking at the email report and I can see that we have (for example) - 100 sent - 50 clicked - 25 bounced But I cannot drill down - which ones clicked, which ones bounced,
Secondary calendars not sync with Android.
I have set up the sync with zoho and everything works fine except I don't see my secondary calendars (holidays and other) that I have both created and subscribed to in order to color code my calendar. The calendar under my user name syncs up fine, but the rest don't show up on the phone. Just wondering if I could do anything other than move all the data in the secondary calendars to under my user named calendar.
WordPress to Zoho Migration
We currently operate a WordPress website and are seeking to transition to the Zoho site platform. Our objective is to seamlessly migrate all existing content, including images, while preserving the current URL structure. Of particular concern are the
Darshan Hiranandani : What Are the Best Practices for Getting Key Notes from Meeting Transcriptions?
Hi I'm Darshan Hiranandani, how long it takes to generate key notes for meetings using the OpenAI API. Find out why a 10-minute meeting transcription with 1,215 words took 90 minutes for just 5 sentences.
Colors for visited links
I use in my landing page some links in text blocks that link to anchors. However, in my case the font color for a visited link renders unfortunately to the background color which makes the text unreadable. Wysiwyg editor just allows me to change the color
'unable to send message reason 553 relaying disallowed'
Hi, We're currently getting the above error when trying to send mail? Thanks, Adam
Kaizen #139: Using Functions in Client Script and Handling Timeouts
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to invoke Functions using Client Script and how to handle Timeouts in Client Script. This post will answer the question raised in the post, Why Client Script
Form for users to select days available to work
Hello, I am trying to create a form which employees can use to show what days of the following week that they are able to work. I am thinking of creating a form that shows a date field (that is disabled) that shows the dates for the following Monday to
Customer connect: How Market Dojo drives business growth with 360° insights
According to McKinsey, businesses integrating diverse data sources make decisions five times more faster than competitors. In our upcoming webinar, we're excited to converse with Market Dojo, a UK-based SaaS company built for procurement professionals,
HTML Signature or Template
Is there any way to insert HTML code into an outgoing email or template? I could not find an option for inserting HTML code anywhere.... Thanks! Metta
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