Best Practices - Zoho SalesIQ Chatbots
Explore these handy tips and tricks for making your chatbot better and keeping it up-to-date. Nudge your targets: Prompt the bot to be proactive to your target audience by setting rules within the "Choose bot audience" bot configuration. Menu Navigation:
feedback from client using call to action button in Email template
Hi everyone, I want to create an email template that contains a button, and this button when clicked will notify me back. can anyone tell me the way to do this. thank you in advance
zoho desk Deluge question
I tried to update the Email Content to a Ticket and write to custom fields, which went relatively smoothly. However, I encountered the following issues: 1.I managed to extract the contact person's email from the email content. How can I use the contact
"Local" to "Global" Status Mapping
Hello, While I can think of several ways to achieve my goal, I am looking for guidance on the most-optimal solution using existing Zoho CRM Plus features (be it Blueprint, Validation, custom Deluge, etc.). On every task, I will have two "Status" fields
Setting a Blueprint transition via Deluge and Transition Ownership problem.
I'm doing some relatively "advanced functionality" by setting the Blueprint controlling field programmatically. I've got two modules and each one needs to control some of the stages in the other blueprint. The api is lovely and works fine, except that
What is the best way to search contacts associated with specific account types?
In our system we obviously have contacts that are associated with Accounts of different types. For us, Accounts can be Customers, Potentials, or Lost Customers. What we would like to be able to do is search for a list of contacts who are associated with
Cannot receive mail
Hello, I've been having some issues the last hours with my mail. As it seems i can send but cannot receive mails in my mailbox info@traditionalyacht.com This is the error when somebody tries to send me an email : The response from the remote server was:
Tasklist Templates - Dependencies
Is it possible to define dependencies in tasklist templates? I know it is possible to define dependencies in project templates, but is it possible on a tasklist template? We have projects which are build up of different tasklists and I can't create project templates for all of them as the variation is too large for that. But if we can do that on a tasklist template level, that would work. Thanks!
Not receiving emails from automated systems app
We have some app attendance in office and we cant receive email from automated system the app name is telenta.co / mekari.com automated mail no-reply@tal***.co and noreply@me***.com. i add in allowed list (mail address, domain and ip address) but still
Email storage quota notifications
Hi! Is it possible to receive multiple notifications when used storage of the email is reaching to max quota. It would be usefull to receive warning notifications when reaching 70%, 80% or 90%. Thanks!
[Webinar] Publish documents to WordPress from Zoho Writer
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for March 2024: Learn how to easily publish documents to WordPress from Zoho Writer. This webinar will focus on how to easily set up and publish content to your WordPress blog and
How do we integrate Zoho Forms in Zoho CRM
How do we integrate Zoho Forms in Zoho CRM?
Best Practices - Zoho Cliq Platform
Dear Developers, We are thrilled to witness our community create intelligent automations and streamline workflows using the Zoho Cliq Platform. We've compiled some straightforward best practices to ensure each of us reaches our full potential with this
Is it possible to use heat map in zoho show, like pagesense, so that they will identify which page they view more
Is it possible to use heat map in zoho show, like pagesense, so that they will identify which page they view more
Social Media Simplified with Zoho Social: Plan better with our scheduling feature
Let's say that you're the social media marketer for your brand or business and you've planned the content calendar for the week. It's a tedious week ahead for you as you have to be a part of a marketing event, and you worry that your travel might affect
Qu'est-ce qu'un Blueprint ?
Prenons comme exemple le cas de la société Zylker Inc. Une enquête interne menée par les responsables de l'entreprise a révélé que les nouveaux employés n'étaient pas satisfaits du processus d'intégration. Il est apparu que les premières semaines étaient
Choosing Between Zoho Creator Student Account and Regular Business Account for Website Development
Hello, Could you please help me understand the difference between a student account at Zoho Creator and a regular account with a business email? I am currently a student that working on my graduate project, developing a website for a medical company.
Bulk change- closing tasks
I need to do a bulk change closing all tasks that have a particular status. I've looked at Macros and Bulk transfers and can't see how to do this.
In-App Notification When an Item is Removed/Reduced from an Invoice
Hi! I want to create an in-app notification for when any item is removed from an invoice after it has been created. However, when I try to do this through Custom Workflow, I do not see an option for "Item" under the Workflow Trigger Options. Is there
Custom view with does not contain, is not, etc
Zoho CRM allows us to filter using "does not contain" "is not equal to" etc etc, but Zoho Books doesn't allow this in custom views. Will it be possible to add this filter feature in?
MX Record not found
Hi, I am currently unable to receive mail to my inbox but can send messages from my account ok. I have tried emailing my zoho account from another mailbox and get the follwing error response. No mx record found for domain=highfield-welling.com Is there
Hide List of Accepted Domains on Forms
I added a list of accepted domains to a Zoho Form. It works as intended, but when I enter an incorrect address, it displays the full list of allowed domains. Is there anyway to hide this list or show a different error message? If a spammer is trying to
Where to find the new zohoapis details for API calls?
We recently got an email about an upcoming change of your Zohobooks API URLs, to be done before April. But why on earth have you not published it anywhere? Will it be a simple matter of URL changes only for our OpenCart Zohobooks Integration software?
How to show REIMBUREMENT Claimed as pure agent as per section 33 of CGST Act?
Dear All, My problem is, when i have to debit client account for reimbursements, we have show it as "OUT OF SCOPE" to make it a part of reimbursement in TAXI INVOICES, which is shown correctly in GSTR 1 and 3B. But the problem is, ZOHO still count it
Lookup field in deluge
Hello, I'm trying to 'play' with the lookup field type and its 'fetch mode' in Deluge. So, I have a lookup field, 'user', in a form. When I use it in a Deluge script within a Workflow, I can access all properties of my 'referenced' field. For example,
update a multi-select field
Hi everyone, I am trying to upate the value of a multi select field (with one of the option existing), but I am unable to do so. Running : "updateResp = zoho.crm.updateRecord("Accounts",AccountId.toLong(),{"Financement2":"Achat"}); where Financement2 is the multiselect field and Achat on of its value but got an error : {"code":"INVALID_DATA","details":{"expected_data_type":"jsonarray","api_name":"Financement2"},"message":"invalid data","status":"error"} Can anyone help me? Thanks in advance.
Multiple Payments Through ACH
I want to explore the option of allowing ACH to be paid for multiple invoices. Credit cards take a percentage of our revenue, and this customer wanted to pay multiple invoices via ACH, and we told them they can only do that with a credit card. I'm saying
Securepass email stuck in queue for two days
Hi, I’ve been trying out the securepass function today, but the three securepass emails I sent to my personal email have been in the queue all day and not gone out Please help - thank you! Peter
Currency calculations
Hi, An area of frustration when trying to balance the bank accounts is the currency rate. It's never right to match the actual amount paid (although I will admit it's close). Ideally, when processing expenses that are in a currency different from the bank being paid through, I'd like to be able to enter the actual amount that left bank account. At the moment I have to sit there with a calculator and work the actual rate out for each expense and update the currency rate to match, otherwise, I can't
Disable Zoho Inventory Tracking / Delink Zoho Book & Inventory
We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to
Seeking Assistance with Zoho Webinars and Zoho Forms Integration
Hi Team We have encountered a challenge with integrating Zoho Webinars with Zoho Forms and are seeking your expertise to find a solution. We kindly request your assistance in ensuring that Zoho Webinars and Zoho Forms work seamlessly together. Any guidance,
Centros de costo
Buena suerte tardes, en la empresa estamos configurando zoho, alguien sabe por donde puedo configurar los centros de costos. Gracias
Zoho creator and Zoho People Integration
Hi, we use Zoho creator extensively to track issues, incidents, etc. We currently have a table within creator that holds our crew, I'd like to drive this from zoho people, so that I can use the HR catagories, and organazational structure to drive aspects of our forms, for example, some fields would display for certain levels of managment.
Being not able to assign a contact to multiple account in CRM
Dear Zoho Team and Member, I have started to Zoho 6 months ago with my 10 employees. I spent more than +600 hours to build up the modules inside Zoho one. There is one thing which ı clearly do not understand. We are not able to associate a contact to
Price lists - display the discount?
Hi all, Price lists are great, but I want to show my clients the discount we’re providing to them. Say for example, the price list gave a 10% discount, I’d like that 10% shown rather than just a reduction to the rate? If this is not possible, are there
Page name: PLEASE PLEASE fix the hyphen spacing bug!
Hi all, Please please fix the bug in which your page name (page title) entry code always takes a hyphen (dash) and surrounds it by unwanted spaces. This means that any company-critical Ids like "XYZ-1234" or dates "2024-01-02" appear broken in the page
Multiple Criteria in COQL WHERE Clause
Hello all, I'm having issues learning how to properly use the Where clause in COQL. If I have a query like this.. clientSearchMap = Map(); clientSearchMap.put("select_query","select id from Contacts where Account_Name = '" + accountId + "' and Relationship_to_Household
Unable to rename linking module API name once created
Moderation Update : We are yet to support rename for linking module API name, and it would be best to continue the discussion in the below forum post as this will help us track the feature request and keep you all posted with an update being made accordingly.
Borders on ZML and Html Snippets in Zoho Creator Pages
Hi there I understand that is not possible to remove grey borders from html snippets, zml snippets and iframes on a Creator page. Could the ability do set the colour of these elements be added, as the default grey border gives quite an ugly output to
Links in Ticket Aren't Clickable
Sometimes the links in my ticket (created from an email) do not open when I click on them. I have to copy and paste the URLs into my browser in order to follow the links. When I view the email in Zoho Mail, the links are formatted as links and I can click
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