How to add chatbot on zoho sites
How to add basic Chatbot in our Website
Zoho Trident (Windows) WorkDrive widget -> Not able to attach files to email like in ZohoMail Windows Desktop App
Dear Zoho support, I am testing Zoho Trident on Windwos. It looks good so far. However when I try to upload a pdf file as an attachment to an email it wont let me do it as it did using the ZohoMail App. When I drag a file from the WorkDrive Widget it
Speaker invitations not sent
I've tried adding three speakers to an event (one main speaker, two guest speakers) yet none of them have received an invitation. They use three different email addresses that all come to me. 1. Is there a problem with this function? 2. Can I resend the
How to create a Deal in CRM from a Desk ticket linked to same Account and same Contact of Zoho Desk ticket
I know that there is this topic: https://help.zoho.com/portal/en/community/topic/automation-9-convert-zoho-desk-tickets-to-new-deals-in-zoho-crm But I would like that the function search for a correspondence between the ticket email equal to the CRM contact
Mandating Data Template, if file added to a particular folder
1. Feature to force users to fill data template, when uploading a file. - I assign a data template to a folder. - when a file is uploaded to that folder, a Data template appears and users fill in the appropriate information 2. Secondly, there should be
The Social Wall: February 2024
Hello everyone, We hope you got a chance to try out the features that went live last month. We were excited about bringing some more interesting and much-awaited product updates in February. We'll also see why February was the most special time of the
Semantic Search
With ChatGPT, hugging face etc, text based searching is already outdated. I see there are a number of ATS out there racing to use these new tools to do things like upload resumes, scan and split the text and then store them into vector databases to allow
Dashboard stacked bar color
Is there a way to change the bar's color in a stacked bar? Correctly it shows Blue and Green I need Red and Green Thanks Rudy
Add Item Rate and Item Quantity to Custom Function
Hi Team - I have a custom function that fetches a product from an invoice and displays it in a related list in the Accounts module. We need to get the item rate and item quantity of the product for that invoice. I tried to do it myself but I am note getting it. Here is the code. Can you tell me what line of code to add to fetch the item rate and item quantity? Thanks in advance for any assistance. invoiceID = invoice.get("invoice_id"); customerid = invoice.get("customer_id"); customername = invoice.get("customer_name");
generating refresh token fails in self client method with error {'error': 'invalid_code'} am attaching my request details below description
url = 'https://accounts.zoho.in/oauth/v2/token' params = { 'grant_type': 'refresh_token', 'client_id': 'sample_id', 'client_secret': 'sample_secret', 'refresh_token':'sample_refresh' } responses = requests.post(url, params=params) can anyone helpme thank
Asterisk phonebridge outbound click-to-call error
I have installed the Asterisk Phonebrige and connected it to Asterisk Manager. Successfully received inbound call pop-up on Zoho desk. But when I'm trying outbound call, the Zoho/ztiadapter said: INFO: Inform Asterisk to Make Call ================= toNumber=
How to account Owner Drawings (Australia)?
Hi there, I'm new to Zoho books and cannot figure out how to account correctly Owner Drawings? (Australian chart of accounts) Thank you
【Zoho CRM】売上予測機能のアップデート：目標値の設定方法が増えました。
こんにちは！本投稿では、サポートチームが作成した「Zoho CRM アップデート情報」の中からピックアップして紹介します。 【Zoho CRM】売上予測機能に関するアップデートのお知らせ：売上予測モデルが選択できるようになりました。 *当アップデートは、すべてのデータセンターおよび有料プランでご利用いただけます。 Zoho CRM の商談データをもとに、目標に対する売上や商談数の達成状況を確認できる売上予測機能において、各個人の目標値の合計から全体の目標値を設定できる「ボトムアップ(下から）」の設定方法が増えました。
Missing Lead Stages in Conversion Workflow Rule in Zoho CRM
Hello Zoho CRM Community, I'm in need of some assistance with an issue that arose while setting up an additional workflow rule in Zoho CRM. The workflow rule is designed to trigger when a lead status achieves a certain value, and as part of this rule,
zoho
How i can improve my website using zoho?
addition of domain on dashboard problem
is it possible i can add my domain https://www.mbwhatshub.com/ in zoho dashboard?
How to create a Potential for an Account the user does not have access to?
We have certain Accounts are marked as "clients", and those accounts are thus not visible to the Sales team anymore. We did this so that not every user in the company could see the full client list and all the details. Now I have a need for a sales rep
Zoho Books Idea - Customer Loyalty Points
Hello Team Zoho Books, We have observed that some apps (squareup) has a function where it awards customers loyalty points at the point of sale (POS), customers can simply signup / login with their email or phone number. Is this something that’s on the
Mx cant verify
Hello, my problem is that the Mx cant verify.. I waited 24 hours but nothing changed.. can someone help me?
Zoho Notebook Web Clipper Firefox add on -- getting rid of the floating icon?
Thank you for a great product to the Zoho Notebook team. One major annoyance: With a recent update, the Firefox Add-on launches a floating icon to quickly add notes. I have tried, now, for hours, to find out how to remove it on Ubuntu Firefox -- it even
Grouped Choices in Global Lists
I don't seem to be able to find the option to use Grouped Choices when setting up a Global List. Has anyone else had this issue?
[New feature alert] Repost for Instagram using Zoho Social!
Hey, everyone. We're excited to introduce a cool new feature for you today — "Repost for Instagram on Zoho Social". It lets you share posts that you liked from another Instagram user's account, while giving credit to the original author. While Instagram
MANUAL JOURNAL ENTRIES CANNOT BE PASSED
MANUAL JOURNAL ENTRIES CAN NOT BE PASSED IF IT IS RELATED WITH ACCOUNTS PAYABLE OR ACCOUNTS RECEIVABLE. EVEN THE ENTRIES ARE NOT SAVED.
Deleting from a Collection Variable
Hi All I have a collection variable, obtained like this course_Options = Schedule_Courses[Start_Date_Time == time]; This give me a collection variable of courses starting at the above time. If I wanted to remove one of the results from that collection
Can't posting Videos on Instagram
Hello, I'm trying to schedule videos on instagram, but it didn't post it and I receive error message: Sorry, we couldn't publish this. I faced this problem from 2 weeks ago
Edit Documents from Within Tasks
Hello, I have attached a Zoho Sheet in one of my tasks. Can my co-workers edit this document by clicking on the file in the Task view (instead of going to Documents module)?
Zoho Meeting info (link to join) doesn't show
Hi everyone, I want to switch from Gmeet to Zoho meet, but in the confirmation email sent to my clients, the link to join the meeting doesn't appear. How to solve that please ? Thx
Cannot open “Email Campaign” Tab
When i click on the Email Campaign tab, it shows an error as below: An unknown error occurred. Please contact support at support@zohocampaigns.com. Can someone please help? Note: I’ve already tried clearing cache or using private tab to open the page
Unable to get Authentication code
Hi Team, We're currently sending a request to the endpoint (/oauth/v2/auth) via Postman, but we're encountering an issue: we're receiving an HTML response and struggling to extract the authorization code from it. Is there a method to retrieve the code
Red dashed line around cell
I have a red dashed line appearing around a cell. It does not go away when I clear formatting and I'm not sure how to get rid of it. The formula in the cell is quite simple and the cell is displaying the correct result. The outline also persists if I
Automatically assign Contact Roles to Deals when created?
I wish to automatically assign the same contact as a Contact Role (and the same Role Name) to ALL converted when the deal is converted from a lead to a deal. Would I use a Workflow Rule? If so, how do I do this? For Example: The contact I would assign
Contacts Name incorrect?
In every module, the module has a fixed name. In Contacts, it looks like this is a glitch? In edit mode it says "last name". When saved it changes to "contact name", which makes sense. The "last name" is very confusing. Is there a way to change this?
DKIM cannot be enabled for the domain as no verified default selector present
Hello, I am not able to verify DKIM. Please help me. It is not enables an error is comin "DKIM cannot be enabled for the domain as no verified default selector present"
How Can You Help Me Manage a Website?
Is it possible to create unique websites with certain features using Zoho as a platform substitute? My objective is to create a website that resembles this one: https://www.globesimregistration.com/ website I would be really appreciative of any assistance
Contractor/Service industry help needed!
Hey service business owners, I run an epoxy flooring company and I'm in need of some help. We grew 100% last year and did about 1.3m in revenue with 2 crews. We want to get our back end in place now so it doesn't halt our growth. Our plan is to franchise
Campaign sign up form pushing not pushing data to Zoho CRM (Your Push to CRM has been stopped. Associated custom field has been deleted.)
We are using the free plan for Zoho CRM and Campaigns. I currently have two Syncs using the sign up form. One is for members to send us their details which syncs with the Zoho CRM 'Contacts' module. This is working fine. We have a second form which is
Zoho Contracts "Google Two Way sync" fails when phone numbers have international prefix
In my google contacts I have phone numbers of the format +44 7000 123 456 (a UK number with an the UK international prefix). When I turn on "Google Two Way Sync", contacts are imported from my google contacts into my zoho contacts, but the phone number
Caixa de entrada não recebe emails
Percebi que desde de Janeiro que nao recebi nenhum novo email. Fiz um teste hoje e realmente parece que tem algo de errado. Poderia me ajudar?
Sort/Filtering on List of Import Tables (Data Sources)
I would like to see at least some sorting (filtering would be nice too) in the 'Data Sources' tab, on any given data source, where you are provided a grid of your imported/synced tables. This would make sync troubleshooting and analysis much easier.
Problem sending and receiving messages
My email sends messages to the spam list and the incoming messages do not reach me in my Zoho email
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