CRM User field API peculiarities
There is a newly created Multi user field `Usersss` in the Leads module (`sss` is an exaggerated typo): Now I fix the name to `Users`: And also fix the API name in Setup > Developer Hub: But the API name stays the same (i. e. in Postman): This vaguely
#BiginnersTips | Elevate your CRM workflow with Bigin's checklist feature
Sometimes, a process is as good as the people following it. Whenever you work on any deal or onboarding task, you are mandated to complete a set of activities before you move the record to the next stage in the pipeline. For example, when you move a deal
Maintaining response quality
Low-quality response data can skew the results of market research surveys. Survey fatigue and rushed answers can wreak havoc on data quality, resulting in an unreliable final dataset. While it's impossible to completely shield surveys from this noise,
Power of Automation :: Monthly auto-creation of the project and its entities using the dates of the current month
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
Does Deal name need to be unique?
I am in the insurance business and have a custom module called Insurance. I am trying to move all the data out of that module and into Deals but I was told that the Deal names all had to be unique to import back into Deals and going forward ALL Deal names
Master the CX Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024
Update a lead on an existing Deal
Our DEALS module allows an existing account or existing lead to be added. Often times we work a deal with a lead. I would like to be able to update the deal to show that the lead has been converted to an account. Example at the time a lead is converted
Combining two reports
I am a Microsoft Access Developer new to Zoho Analytics. I ran into an issue where filter two sets of dates cancel out one of the other. For example, I have client Start Date column and a client discharge date column. When I filter the start date and
Enhance data security with standard field encryption
Hello everyone! This feature is being released in a phased manner and is currently available upon request. To request early access, click the registration link and provide your details. We will enable the feature for your Desk account. In an age where
Best Practices - Sigma the Extension development platform
Looking to enhance the functionality of an existing Zoho product? Build extensions! Utilize Sigma, the Zoho Developer platform, to build extensions for various Zoho products. Sign up for a Zoho Developer account in https://developer.zoho.com/ to build
Zoho Books Down
Anytime I try to change anything I get the below message: The page you are looking for is temporarily unavailable. This can be because of an unhandled error or network connectivity issue. We will duly fix this issue.
Subform loop not listing all records
Hi, We have a script that should transfer subform records from one module to another subform in another module, but it is only pulling the last record and looping it in the other module. Please see script below and advise on how we can modify it to pull
My Zoho Story #5 あみろく 岡島 英樹さん（Zoho One ）
こんにちは。Zoho コミュニティチームです。 「My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。 今回ご登場いただく、あみろく / 代表の岡島英樹さんは、個人事業主・中小企業向けのITサポートを展開しています。 岡島さんと同社がどのようにZoho を活用し進化してきたのか、そのストーリーを聞きました。 ――貴社の事業内容についてご説明ください
With what formula can I find the last month of the year?
Hello. You did what Google did not do. Firstly, thank you. I turned the Google sheet into a Zoho sheet. With which formula can I find the last month of the year and the last month of the previous year? Now an incorrect result is coming. For example, for
EMPLOYEE salaries
How do I record employee salaries in the system? thanks.
Zoho Desk + Zoho Booking automatic email
Hello, hello, We've been using Zoho Desk for a few years and we're now looking into also using Zoho Bookings. I have installed the Desk <-> Bookings integration. Using "Workflows" in Zoho Desk, is there a way to automatically send an email reply for a
How to Show Full Email Thread By Default?
I have a filter set up to forward emails to Zoho Desk. Right now many of them are coming in with the main content of the email hidden until I click on the little button with three dots. I would like entire email thread to be shown by default so that I
Web forms on the customer portal
Good morning, all I am in the middle of a issue i can not figure out based off the info i am searching for online. I am looking to create a new hire form that asks a few questions like name, dept and if they need a pc, software access, etc and i think
Desk doesnt ask to save draft of new tickets. Lost hours of work.
Im hoping someone here can help. I spent the last few hours typing a new ticket (not a response). I left my computer for a minute, came back, accidentally brushed my keyboard, the screen refreshed and now the last 2 hours of work appears gone completely.
Beveled Edges on Zoho sheet charts
Hello, I have a question about charts in Zoho sheet. Could we make beveled edges on the charts? Would really appreciate any response. Best regards, Harrold
Zoho Survey Table: "Respondents", Column: "Survey Modified Time"
Hello there, I wonder what the time is in the Respondents.Survey Modified Time column. This cannot be the data from the survey, as the two data are not the same: However, it cannot be the time at which the user last edited the survey, it generally cannot
Zoho Survey Table: "Surveys", Column: "Type"
Hello there, when creating a query in Zoho Analytics, I noticed the "Type" column in the "Surveys" table (table was automatically created by the sync between Analytics and Survey). It only ever says survey... I wonder what this information is even used
Single-select Link fields
It would be good to have the option to make Link fields as single-select, which would then allow them to be used as Kanban columns. P.S. Removing an record from a link field is buggy. When you delete the entry, it opens up the related record, and I'm
ZoHo Desk Email Signature
Hi, There are two things missing from the signature part of ZoHo Desk Variables in the signature for example User.FullName Global Signature "Best Regards, {{user.FullName}}" By adding "1." we can have a template that our agents can just paste to the system
Unable to delete emails from client
Since yesterday, I am unable to delete emails using three different clients. From the web portal all seems to be working fine but not from my mobile phone, or two different laptops. I have been using the current setup and clients for many years and I
No Refresh Token created when generating Access Token
The issue is the same as discussed in https://help.zoho.com/portal/en/community/topic/missing-refresh-token-in-respose - no matter what parameter I send, the refresh token is always missing. I have tried all combinations of access_type=offline and prompt=consent,
Notes: is there a field to signify if present or not per deal?
In pipeline or list view, can we have a field which shows if any notes are present within the deal? Perhaps a simple visual cue, such as a checkbox - ticked for note/s present or unticked if not.
Download invoice
Hi I need someone to guide me to download the invoice for my monthly campaign
Master the CX Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024
Sending Email with Zoho, Nodejs and Nodemailer
I am using Zoho email credentials to shoot an email. Below is my code to create a transport instance const transporter = nodemailer.createTransport({ host: "smtp.zoho.com", auth: { user: process.env.APP_EMAIL, pass: process.env.APP_PASSWORD, }, port:
Zoho CRM Quote sent via Zoho Sign. Template set up
Hi, I am trying to set up a Zoho CRM to send quotes via Zoho Sign to automate the process. I would like to set it up so that whenever a quote is sent to the client, I don't need to drag the various signature fields onto the document. I think I would usually
Introduced "Delete configuration" option in Zoho mail Add-on Settings
Dear Customers, We're excited to announce a minor enhancement to the Zoho Mail add-on settings page. We're pleased to introduce the "Delete configuration" option for admin users within this screen. This option is specifically available for users with
Preview attachments issue
Hello, Some of my colleagues are experiencing an issue when previewing attachments in Zoho Mail from web and from the app, particularly with PDF files. However, when they download the attachment, it appears normal, and when they send it to me, I'm able
Falha na criação do email
Fui meu cadastro no zoho e quando digitei meu domínio fazer recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço ideia de quem seja. Como faço para resolver isso? Atenciosamente Luis
Does Zoho Mail support MTA-STS for sending?
Hello, I know that I can enforce TLS encryption when receiving mail from MTA-STS-enabled servers by setting up an MTA-STS policy on my own web server and properly configuring DNS records. However, I have not been able to find out from official guides
CRM Custom Deluge Function "Composition"
I have an custom function `foo` in CRM automation, let's say it's attached to a workflow rule `X` in module Deals. Now I also have another workflow rule `Y` calling another custom function `bar`. Is it possible to call function `foo` inside `bar` at all?
Changes to social campaigns in Zoho Campaigns
Note: This post is relevant if you're a social campaigns user. Hello everyone, Below are the changes with that we'll be rolling out by May 10, 2023: Removal of Facebook page campaigns Removal of social campaigns Please read on to learn more about these
Zoho CRM no longer finds company name when adding new contact
I have 100+ company names listed under clients in my Zoho CRM account. Since recently, Zoho no longer finds the company names for existing clients when adding a new contact in the CRM system. Instead I can add the same client name for a second time, creating
How to create an account from a contact automatically
Hello, We have our website with forms, so all the contacts are created automatically in our Zoho CRM. We want to manage the contacts by territory, so we need a custom function to create accounts automatically from all the contacts received, as territories only work from accounts and not from contacts. Thank you.
Too many failures for the recipient
Hello! I've been testing to send signed mails from my account to my Gmail address. I got two errors that said too ERROR CODE :550, There are multiple Subject 5.7.1 headers. - My first question is if this is a correct error message for my mails? I then
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