Zoho Cliq App not opening in my windows lapptop
From last four days, whenever I am trying to open Zoho Cliq app for work purpose its only loading and showing total while screen. Actually, I have updated the app 1 week ago and I think from that, this starts happening. What to do now, please guide!
User interface update
Well i saw a post on here from 3 years ago saying you were updating the UI, yet there as been no change, as a service I love it but in my opinion it has greatly out dated UI, and is the only thing stopping me paying for premium. As a front end developer
Automated Signing Workflows in Zoho Writer using Zoho Sign: select Digital Signature provider option not available
Hi, Is it possible to enforce specific digital signature providers for an automated signing workflow in Zoho Writer? In Zoho sign, it is possible to select a specific digital signature provider (Zoho sign, ItsMe, eID, ...) using the gear-icon next to
Issue with Desk Extension: Invalid ConnectionName
Dear team, I encountered an issue with my desk extension recently. I have been utilizing the desk extension for a while now, and it has been functioning smoothly until yesterday. Suddenly, I encountered an error message indicating an "Invalid ConnectionName
Zoho Flow Support not responding
Is anyone else having difficulty getting a response from support? I put in an urgent, business critical request on Thursday and heard nothing back. The auto-response email says 24 hours and thats for standard, this request was specifically marked emergency. I'm deeply concerned there has been a change of standards. I was very impressed with Zoho Flow support when I started using it. Their responsiveness and personal touch lead me to consider other Zoho products that I had been reluctant to try.
UPS API
I am fairly proficient when it comes to creating deluge scripting to assist between Zoho CRM and Zoho Creator, but I do not work outside of the Zoho family often. I am trying to pull the tracking status from a UPS tracking number into our CRM environment.
Zoho Learn- Can you download their assessment answers upon completion?
Hello, We are using Zoho Learn as a training tool for onboarding new customer service agents. I was wondering if these new hires can download their assessment answers upon completion to use as a resource. Thanks, Hannah
Garbled display when using ZOHO CRM
For some reason, periodically, whnI try to access ZOHO CRM with Chrome I get a garbled display. See attachment. It looks like data from within my CRM is visible. How do I fix this. I get the same behaior from my PC and my laptop, When I switch to incognito
Happiness Rating Multiple Emails
Hi ZohoDesk support. We need assistance regarding the multiple emails we receive when we enable our Happiness Rating. Kindly advise on this please. Kindly refer to below and/or attached screenshot.
How to delete an uploaded file through the files API?
Hi, I'm using the files API (https://www.zohoapis.com/crm/v6/files) to upload images to my Records. When I delete a record through the API I'd also like to remove those linked files/images. In the CRM API docs I don't see any API endpoint to delete files,
Creating a Zoho CRM deal from a ticket in Zoho Desk
Hi, We have just started trialling Zoho One, and I am trying to automate getting a deal in CRM to be created when a user submits a ticket in Desk. What is the simplest way of doing this? Thanks in advance, Terry
Can we create a dashboard for only Kanban view?
I'm looking to create a dashboard for Kanban View to check the performance of the sales team by using different statuses.
How To Mass Update Notes
Zoho CRM displays the avatar of the user who has most recently modified a note as opposed to the user who created it. That's something we're not fans of, but we're willing to adapt. What I'd like to do is export any existing notes that have been modified
Roles & sharing
I have 3 roles: A, B & C. I want role A & B to share their society & contacts. However, I don't want role C to share its data or to see data from A & B. How can I do that? Best regards.
Marketer's Space: Boost engagement and sales with SMS campaigns
Hello Marketers! SMS campaigns has recently become one of marketers' favorite features thanks to their high engagement rates and immediate reach. This week in Marketer's Space, we'll explore what SMS campaigns are and how they can significantly boost
Setting additional conversion in Google Ads using Zoho CRM
Hello! Recently I've set up the google ads integration in my zoho crm. New leads are being registered correctly, and also new deals. I've read in Zoho CRM tutorials that Zoho sets by default three conversions: the first one when the lead is created, the
Not receiving email from GMail
Hello, I recently noticed I am unable to receive emails from GMail. This started about 10 days ago, requesting emails from client who uses GMail but I won't get them although they got mine. The Funny part is that I do not get any bounce messages whatsoever,
How to manage multiple domains with one Zoho account?
Hello! I have a Zoho account that I've had for years with an @zoho.com email address. I wanted to move one of my business emails to Zoho so I upgraded to the Standard account and added my domain. Everything worked fine up to this point. My problem now
The SiriusDecisions Demand Unit Waterfall
Has anyone tried to implement something like the The SiriusDecisions Demand Waterfall in Zoho CRM?
I want to take all my Secret keys from Zoho OneAuth to my excel sheet so that I can use any Authenticator app.
I have been using Zoho OneAuth application for all my 2FA enabled applications, and I use it very frequently, but I also want same QR codes in my Google Authenticator apps so that I have a copy of them, I know backup of Zoho OneAuth codes exists but I
How can we Implement Multiple Surveys/Feedbacks on Our Result page?
Hi, We are an educational institute. We are looking to implement something unique, we want to add multiple forms/surveys on the same page, we want each feedback form/survey under student name and rank so they can easily provide the feedback and then that
Best Telephony Integration? Anyone happy with theirs?
Hi, Looking for some input into telephony providers that integrate into Zoho CRM. Ideally I want users to stay within the confines of the CRM. I don't want another system sitting on top of it. Requirements - client phones, it pulls up the client account - ability to transfer call and data to another user. - ability to add a task to a call and relate it to a case, sales order or quote (or the call be related to same) Anyone out there have a good telephony system they can recommend based in the US?
Enhance your shortlisting process with Zia's Refine Match
Are you tired of sifting through endless candidate profiles to find the perfect match for your job openings? The Refine Match option is here to streamline your candidate search and make your hiring process more efficient. With Refine Match, you can easily
Help Center | Time to bid farewell to the RAuth (Remote Authentication) mechanism
Hello everyone, Deprecation of Remote Authentication mechanism The Remote Authentication mechanism for the Help Center will soon be deprecated, so we request that all existing users who depend on it migrate to JWT or SAML as quickly as possible. In today's
Power of Automation :: Archive a project automatically, when all the tasks in that project are completed.
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
Tip #18- Optimize your remote support preferences- 'Insider Insights'
Hello Zoho Assist Community! Say you are in the middle of a critical remote support session, troubleshooting a device to diagnose and resolve an issue. Wouldn't you like a way to streamline this process, enhance security, and optimize performance? Your
Internal follow up ticket
Hi Dears, Our company need different department coopeartion (e.g. business developer ask for quotation for some product, then product team provide solution ). Hence, we need something like Zoho Desk, but seems zoho desk is mainly for client and cannot
Role management in Zoho Office Integrator
Hey Office Integrator users! We're pleased to announce that users now have the ability to assign role-based permissions, which empowers them to execute specific operations within Office Integrator and manage tasks like adding or removing user accounts
How to update CRM record from fillable template
Hi community, Context: I have a pdf fillable document with 300+ fields in Zoho Writer. I've recreated these fields in the Deals module of Zoho CRM. Complexity: Some fields are mapped and prefilled from the Deals module, while fields others are captured
How is the Field Expected Revenue calculated?
In my pipeline deals, I see a Value field but also a field "Expected Revenue", which has a value but is greyed out Where does this value come from an what is the calculation? How can I use this?
Zoho Catalyst Frontend(client) Issue
Hi Support Team, We are developing web application using Zoho Catalyst client and Advanced Io Function,Datastore,SmartBrowz(Pdf Generation). We need to clear the browser cache while every time we deploy our new changes from local environment to Zoho Catalyst
Connecting Zoho DataPrep with Creator as a Data Source?
Currently its not listed as an available Data Source for Creator, We have a FTP connection set-up to get data from a client database, I just want to know if there a way to link it up to a Creator's form with workflows as the data source? So that we can
Making one department's tickets availble to all end users
I appriciate this request may be a very specific use-case, but here goes. My company will be using desk as an internal helpdesk for various departments (2 to start with) People (aka HR) Users will submit personal requests to the People team re pay/contracts/employment
How to filter by contacts that are NOT in a certain campaign
Is there a way to filter contacts that are NOT members of a certain campaign? My use case is as follows: I have a campaign for an event I am hosting in Geneva. There are 100 people in the campaign who I have already reached out to. I Zoho, I know I have
Update Time Zone field based on Postal Code
I'm looking for a way to automatically fill a Time Zone field based on the Postal Code of a Contact or Lead.
How do i increase the outgoing email limit?
Hello I noticed that after sending 50 emails, I get "Mail rate exceeded limit" and have to manually unblock. That limit is really low. How do I increase it? By the way, is there a daily limit too? or per hour? How do you count the "hours" from 6:00 to
No password provided
I just started getting an error on my iPhone. Pop up says: cannot get mail no password provided for “DollerCG” I checked my account settings on my iPhone and it has a password. I’ve changed nothing. I get the same error on my MacBook. What’s strange is
Get SalesIQ visitor details
I can explicitly set email address (and other visitor details such as name etc.) in SalesIQ JavaScript SDK: window.$zoho.salesiq.visitor.email(); Is there a way to get such fields as well? I am after writing a simple logic, "if email is undefined, do
How to add a custom visitor variable?
We are trying to deploy salesiq codeless bot builder on our web app. Users will have to login to access the chatbot. When the access the chatbot, since we have already authenticated the user, we want to pass some information like authToken, customerId,
Hiding date field [dd-MMM-yyyy]
ZHC is showing [dd-MMM-yyyy] next to my date field. How do I prevent this?
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