Exporting contact list who are members of a campign
Hi, I am currently using Zoho free to trial the platform. I dont know if this is a restriction on the free version? I have setup a mailing list campaign and added the contacts to it that I want to direct mail How do I export the list of contacts (including
Zoho CRM Reports unable to use aggregates in filter criteria
Isn't there a way to create filters based on aggregate values when creating reports? Same thing on the Analytics Module, when creating a chart component based from a report, it does not appear to provide a way to add a criteria based on an aggregate value
Editing Components on the Home Page
How can I edit components on the Home Page? Some of the components that are available on the home page are not listed under Dashboards. When I edit the corresponding report to a dashboard chart component the chart on the home page is not updated.
Associate Project with multiple groups
Is it possible to associate a project with multiple groups? Say we made groups for our different departments, but there is a cross department Project? Is there any way (other than create combined group for each cross over combination) to deal with this? Perhaps creating custom project fields and group on that? Thanks, Menno
Create a zoho form that captures client data in Zoho CRM module
I manage in person training courses. My CRM has a list of participants/contacts I have a module called Course Types Course A Course B Course C I have another module called Scheduled Course - These are the courses we have scheduled. Scheduled courses and
How to automatically email pdf to Zoho client as attachment, not as a link?
A big reason for us switching to Zoho CRM was to automate our communication with clients. We successfully were able to create a process that would take attach a link to a pdf stored on our SharePoint and send it to our clients automatically based on a date field. This seemed great until many of our clients refused to open said pdf because it was embedded in a link. People do not as a general rule trust links in emails. We need a solution that will attach the pdf to the email and send it out, as
Get the Error "OAUTH_SCOPE_MISMATCH"
Hello, in every case i will get Data from the New OAuth2.0 CRM API i get the error "OAUTH_SCOPE_MISMATCH" Example call/response out of postman what am I doing wrong? The oauthtoken works fine, because i get the Error "INVALID_TOKEN" if i change it...
Custom text and button color for microsite?
Is it possible to pick a color for the text and buttons on a microsite, outside of the default themes? We would love to be able to customize the text color on our microsite beyond the available options under the "Themes" tab. Our company color is not available by default. I appreciate any help!
Cannot verify "from" email
I cannot seem to be able to verify the "from email". I get an error every time: https://www.dropbox.com/s/gwnqat8z7p6lwch/Screenshot%202020-01-19%2015.30.14.png?dl=0
Product List in Desk - sync with CRM
Hi, I have Product Sync enabled in Desk with CRM. I have selected only certain products from a view I have created in CRM which is what I would like synchronised. However, all products from CRM are showing in the Product field in Desk. Some products are
Integration with Google Groups API, and OAuth2
Has anybody successfully created a connection to Google Groups using OAuth2? Had a long session with Zoho Support today, and neither I nor they could work it out. Essentially: - new custom connection to Google Groups, like all connections, requires completion of settings shown in attachments 'Zoho Connection creation' x2 - In the corresponding Google API section ("Google Credentials' attachment), I've created credentials (details of which are inserted above) - When the connection is created, Google
Handwriting field
Hi all, Do you think this is possible in Zoho Creator in the future? There is a use case that people like to take a quick short note (using S-Pen, Apple pencil, etc.) in the application instead of typing in a tablet. In the era of AI, it more better that
Adding separators in canvas item
Hello, how can I add a separator in the canvas view? Also: is there a way to add an horizontal separator? Thank you
When marking a user as inactive, their lead lists disappear
We are facing a problem in our company that when an employee leaves the company, we mark the former user as inactive so that no one can access that account. The problem is that when we do this, all the company email lists we have collected disappear,
Shopify Sales Tax
Just testing Shopify sync - good to see that both item tax and shipping tax import. However, they are importing as "Shopify Sales Tax" and "Shopify Shipping Tax" How can these be changed to be "VAT 20%"?
Any work around to track warranty of an asset
Is there any way we can keep track of warranty that has gone out. We have created a custom module named asset so we are currently able to map the tickets associated with the robot, but wanted to check whether can we track warranty happened per robot,
Customer views thru a customer portal link
When you establish a Customer Portal, and share it with the group of customers, can each customer see the others transactions or are they only viewing their individual transactions. My objective is that the customer logged in only views their own transactions
Sync Mac Address Book with Contacts in Zoho Business and/or Zoho CRM
Is there any way to sync the Mac Address Book with the contacts in Zoho Business ? Same question for Zoho CRM. Thanks, Ed
Widget that displays a document or HTML page
Hello. I'd like to write a document for my team that simply lists links to the main tools we use in our company. For example, instead of a link to Zoho CRM, a direct link to a specific view in a specific module, and other links to many other tools like
JSON return empty owner
Hello, I have used both CURL and PHP SDK version 4. I noticed that CURL returns JSON response completely while PHP SDK misses the owner and other nested objects. Is there a way for SDK to return the same response as the CURL version?
CTI connectivity
Base in New Zealand, what options exist (if any) to connect Zoho CRM with Metaswitch Max UC?
How do i change the design of my receipt that my customers get sent?
Hi please may someone explain whether i can change the design of the receipt that my customers will receive after they have made payment on one of our forms?
ZOHO form
is there any feature which restricts respondents from sharing the form amongst themselves? We dont want the respondents to have access to share the form to anyone. Kindly reply.
Is there going to be a Mendeley Cite add-on soon?
Hi, this is my main Microsoft Word alternative. I do prefer Zoho Writer in many ways and have been using it for many years. As I use this for more academic-based work, I think it'd be useful to utilise the Mendeley Cite to quickly access my library of
No longer able to access zoho e-mail via iphone mail app or macbook mail app
I've been using the IMAP and SMTP settings for Zoho on my iphone and macbook for a while now. I randomly noticed today I have not been receiving e-mails in my phone or laptop since last Saturday. I login to Zoho webmail and see there's plenty of e-mails
Is Zoho Server Down?
I have not been able to send or receive emails since January 9th. I tried contacting support but have not received a response.
IMAP Blocked
Hi all, Does anyone have any knowledge how to unblock IMAP on their mail account. I have changed the password and used the admin control to remove the block, but the system tells me it can't unblock and to contact support. I have tried contacting support
IMAP Block
My email has had IMAP blocked on the console due to a suspicious login attempt. I have changed my password to make sure it is secure and tried to unblock it, however I am told this is not possible and to contact support. I contacted support 2 days ago
Question about openMailer
Hi , I would like to click button then open openmailer and reply/forward based on one of the email in my record. Is there any parameter I can add into this ZDK?
How can I combine several estimates into one estimate
I am a building contractor. I want to create estimate templates that can be cloned as needed to create rapid estimates/proposals for new projects. I think I have to create one HUGE estimate template that includes ALL the items required for COMPLETE projects.
Audit log
my audit log are empty last 3 days whats wrong ? I have sales employee and use the audit log to see they activity
how do you create basic email aliases?
I've just paid for 1 year's email hosting. In the marketing literature, it said 30 email aliases. Now that I try to use it, I can't find how to create aliases. I have lots of aliases for the same account on my old server, because of spammer corps. But
Unable to add scheduled actions to workflow
Hi all, I am new to Zoho and have been creating workflows for my business process. Just recently, as I was creating a new workflow, I realized the add scheduled action button was grayed out. The workflow is only allowing me to create instant actions
postUrl method content length limit workaround
Hello, I'm currently trying to call an API in Deluge and it's giving me the "Invoke url response content length cant be greater than 5 MB" error. Is there a workaround for this? I tested the API on postman and it returned about 7 MB worth of information.
Opening balances for Inventory?
Our company has been using Zoho CRM for about 2+ years now, however only recently did we convince our accounting department to switch to Zoho Books. Fast forward and they launched the integration on July 1. We've previously entered items and what rate
Zoho Creator - [Free Webinar] Creator TechConnect Series - Custom widget/extension concepts - Part 1
Hello Everyone! About Creator TechConnect Series The Creator TechConnect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into key essentials and technical nuances while building
Customize forum status
Hi there, It would be great if we can customize the forum status (just like ticket status). Kind regards. Helen
Coupon de réduction
Bonjour J'aimerai savoir comment mettre mon coupon de réduction pour passer mon abonnement
When can we process Journals to Supplier & Customer Accounts??
This is an important feature, is anyone in Zoho working on getting this sorted out??
Blank screen (client) when using ZOHO Assist
What is the correction when I get a blank screen from a client I have brought to a remote session. Is there a setting that causes that on the remote desktop? and which I can inform the client to change?
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