Deluge - Our interim solution for Gmail's policy changes
Earlier this month, we shared the news about the upcoming changes in Gmail's guidelines and their impact on send mail tasks in Deluge. We've since received feedback from users expressing concerns about how these changes will affect their email communications,
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Important announcement regarding Gmail's new Email sender guidelines
What is this announcement about? Google has recently announced a new set of guidelines for sending emails from/to Gmail accounts, which will come into effect from tomorrow, Feb 1, 2024. They're enforcing stringent authentication requirements to improve
Automatically tag Outlook emails when associated to CRM
Hi, When associating emails to CRM from the Outlook addin, it useful to automatically assign them a category label 'CRM' when the action is done. This helps the user to keep track of those emails which are not yet associate in CRM.
Preview of attached files
To whom this may concern, I would like to request the preview of my attached files before they go to the client, there is no way to preview the attached files and sometimes the wrong file can go out to the client. can you provide a preview feature, thank
Lightspeed Retail POS Integration?
Hello, I saw an abandoned/unanswered question from 2 years ago about POS integrations, so I'm hoping this one is more successful! Does anyone have any insight/info/ideas related to integrating Zoho CRM with POS systems such as Lightspeed Retail? I'm imagining
Featurecast Story 13 - WhatsApp Credits Dashboard
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 13 - WhatsApp Credits Dashboard Utilize the WhatsApp credits dashboard to analyze your business conversations During 2023, WhatsApp announced that it was shifting to a conversation-based
Integrate Zoho Mail contacts for email "TO" field?
Is there a way to make an email field use the user's contact list from Zoho mail for lookup? We have a form used for creating and sending quotes to our customer, and filling out the email address is a bit cumbersome having to search for the email address
Add/Remove Drop Down Items
Are we able to add/remove drop down items via script? I do not want to make a Lookup field, but simply be able to add an item to an existing drop down field upon user input. This is most likely a beginner question, but every time I look for the solution I can only find Lookup field tutorials, so thank you for your patience. Please let me know if this is possible! Thank you in advance!
How to set up reverse charge VAT (for The Netherlands)
Hi! I'm trying to set up a VAT reverse charge mechanism for the tax declaration in The Netherlands. I would like the following: suppose we receive a purchase invoice amounting to € 1.000 under the reverse charge VAT condition. I would like Zoho to make
Desk - Finance Integration: Initiate Inventory RMA from Desk
It doesn't appear that with the current Zoho Finance integration with Zoho Desk that one can initiate an RMA for a customer. Am I missing something, or is this not a current feature? If this is currently not available, I would suggest that it should be
Zoho Projects API - wrong scope error with retrieving client associated projects
I'm trying to load client associated projects via REST API, but I'm getting "Invalid OAuth scope" error when running GET call: /restapi/portal/[PORTALID]/clients/[CLIENT USER ID]/projects Documentation: https://www.zoho.com/projects/help/rest-api/users-api.html#alink16
Zoho Desk RSS Feed for KB and Community
Hey guys, I searched and searched but found nothing on this topic. Can anybody clarify whether it is possible to get the RSS feed of Zoho Desk's KB and Community sections?
Print customised Contact details to pdf
Hey guys, I am using my crm system for an event. Therefore i would like to print the name and some more fields of my contacts to a PDF. Is it possible to create a customised tempalte (or sth. similar)? Thanks a lot in advance. Best Regards Max
Zia update: Smart composing with generative AI capabilities
Hey everyone! We're excited to announce the launch of smart composing in Zoho Writer, powered by ChatGPT's generative AI. This is a game changer for content creators, who now have the power to write better, faster, and more easily. To begin utilizing
Deluge Function is unable to pick Created time and Modified time
Hello Team, I have created a Function which should get the created time and modified time from the lead ID and get the time gap and update the TimeGap custom field that only accepts string data. The Script is running but the created time and modified
Webinar invite images
Hi there, I am trialing the webinar service. We were using Zoom where we could send out a webinar invite which had an image (our logo). I was wondering how to add this to the invite, as I can only see the description. Cheers Dave
Disabling email notifications for certain agents
Is it possible to completely disable email notifications for some Agents, while keeping them having access to Tickets, Reports/Analytics, etc? I would like to give access to Zoho Desk content to some users within the company (management) without annoying them with a million emails. Hopefully I can accomplish that without having to ask them to do something themselves on their accounts.
Account, Contact, and Product related ownership features
It would be good if the ownership of a team, product and contact could be assigned to a team. This would allow more collaboration and more meaningful data within Zoho Desk. Currently, the default owner for these is the subscription owner, which is not
Email notifications not being sent
We turned on email notifications in the Notification Rules for the customer to receive an email when we receive a new request but no email is ever received by the customer. Is there something else that needs to be done? Our default department works fine
Power of Automation :: Automatic email to task owners when the Project status is completed
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 complex tasks and
unable to verify and activate DKIM and SPF
i am using namecheap cpanel hosting , have added mx records and domain keys are authenticated but dkim verification fails , i have followed the steps correctly and added a TXT record.
Automated e-mail to a customer after a certain period from their order/invoice on Zoho Books
Hi, I would like to create an automated email to be sent to the customer after a certain amount of time from their order/invoice on Zoho Books. Is there a way to achieve this? Thanks
Zoho People - Time Off Type no longer available
Our company has a Time Off Type (TOT) for Bereavement. I went to apply it for PTO for an employee this past week and received a message that it could not be applied on that day. So I went in to edit the settings of the TOT and now it does not even show
Expense entered twice
How do I remove a double entry?
Enhancing Your Customer Experience: Integrating Zoho SalesIQ Chatbot with Chat GPT
Dear Zoho SalesIQ Team, I am writing to request the integration of Chat GPT with our existing Zoho SalesIQ chatbot. Our company has been using Zoho SalesIQ for some time now, and we have found it to be an invaluable tool for communicating with our clients
Problem with date format
Hi I use the snippet for each echeance in echeancierList { dueDate0 = echeance.getJson("Echeance_dt"); dueDate = dueDate0.tostring("YYYY-MM-dd"); info "input : "+dueDate0; info "output :"+dueDate; } expected result input : 31/01/2024 output : 2024/01/31
Is there a way to show company information on a lead or contact page?
We are collecting information on specific technology that a prospect utilizes. We want to create a custom field on the company that contains the technology that they use and then have that field displayed on both the company and all contacts and leads
Corrupted Phantom Note (Resolved)
So this "bug" appears to be a desktop only issue as this corrupted note doesn't appear on my Android, but for some reason there's this phantom note present and I can't do anything to it. I can't view it nor can I delete it and it's very aggravating to
Zoho Mail SAML with Azure Active Directory
I've tried setting up SAML with Zoho Active Directory, and keep receiving an error message. I've tried setting it up both via the article posted by Zoho and by the article posted by Azure. I simply can't get it to work. PLEASE HELP! Keep getting an error that says "Oops! Something went wrong. Try again later." Both the error screenshot and certificate are attached.
Leads Not Being Added to Workflow Automation
I am trying to set up our first nurturing campaign. The criteria I have set up is Lead Stage = Nurturing. I have a test lead that has that Lead Status: The Lead is NOT being added to the Workflow:
Cover page on Estimates / Invoices templates
Hi, How is it possible to add a cover page in front of estimates, invoice, etc... ? I see we can attached annexure, but we want to have page in front. If not possible, then how would you achieve this ?
Zoho learn Courses integration with zoho people
Zoho learn Courses module is a very Powerful tool that can work as a great replacement to the limited Zoho People LMS So Please Create an integration so that we can connect the zoho learn courses to the assignment of zoho people Performance skills, That
Zoho Tally Integration
Hi, I am using Tally for my company's accounts purpose. I like to migrate all the details which I have in Tally to Zoho One. Once the migration is done, I need the real time integration as well because I will also be using the Tally. For Example: After
iQuoteXpress or QuoteWerx
Would anyone have any feedback on whether they use iQuoteXpress or QuoteWerx with Zoho (Books or CRM)? We require better quotes solutions and these seem to be the only options that have a direct integration with Zoho. ANy feedback or experience with these
Joining Two Tables on Multiple Ids
Hello all, I'm guessing there is an obvious solution for this, but definitely not an expert in sql. On our Deals module, we have two user lookup fields. In Analytics, those fields have the user's ids in those table rows, and I'm trying to create a query
Is there any way to get the invoice preference of a project using Deluge in Zoho Books with getRecordsByID("Projects",organizationID,project_id)
Is there any way to get the invoice preference of a project using Deluge in Zoho Books with getRecordsByID("Projects",organizationID,project_id) or something similar?
webhook intergration
I have an app from creator that am trying to call an external service api with a web hook anyone got any ideas?
Require a field following stage change
How can I make a field required following a stage change in Opportunities? When an opportunity is moved to lost, I want to require an existing field "loss reason"
Log Call + make Billable option
Hi we are running CRM with Project. We use Projects´ Timesheet function primarily. There is an option in the CRM module to Log A Call and also to make it Billable. However there appears to be no relation to Timesheets so I don´t see how this feature is supposed to be used....
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