External CRMs integration with Zoho system
Hey guys, now we are observing Zoho CRM service to configure it for ur company and our clients (B2B, B2C clients). We want to change business model to shared model and want to have the ability to integrate CRMs of our clients into Zoho CRM in order to
company name display
i want to display holidayys.com instead of Holidayys.Com and also want to add company logo instead of the bulding icon
How to
Hi, I am rather new at Zoho Webinar. I would like to know if it is possible to play music during a webinar broadcast with spotify. Thank you.
How to change billing cycle
Hello, Can you please change the billing cycle from Monthly to Yearly for the below subscription? Subscription ID- RPCW2004213356704
Can't Print Zoho Calendar
Hello. Just started using Zoho Calendar. When I try to print it, new TAB opens up with its url: "about:blank#blocked" and nothing happens. Disabled AdBlock, disabled popup in chrome blocking but nothing worked. How can I print the calendar? Thanks!
Inbox not in sync between web client and Android e-mail
I've been using Zoho Mail for about 3 months and my web client inbox has never matched the inbox of my Androd e-mail client (stock app). What I've noticed is that if I archive an e-mail in the web client, it's often still visible in my Android inbox. The only way to synchronize the inboxes is to remove the Zoho account in Android and then re-configure it. Has anyone else encountered this issue? Additional details: Using Exchange account in Android. Sync frequency set to Automatic (Push) in Android.
Table "wrapping" to show large number of columns
Is there any way to render a list where the table columns can wrap around? I need to output upwards of 20 columns and scrolling sideways across a table is not really desirable. Any other tips/suggestions/hacks for outputting a lot of columnar data? I'm
Using Zoho Desk Knowledge Base to present a Known Bugs List to Customers
Hello All, Does anyone have experience with using zoho Desks Knowledge base to provide portal users with a place to see a list of known bugs? We are a SaaS Company and we sell our clients access to a web based application, naturally, we find bugs/issues
See last login or activity date from Agent
Hi, is there the possibility to list all agents by their last login or last activity? We plan to roll out zoho for 70+ people including our subsidiaries and we want to check on regularity basis if an agent is active or not. Is this possible and how can
How to do JWT authentication for non-zoho user?
Hello, I would like to use Zoho desk full support with chat, knowledge base, My Tickets and Create tickets types. As per documentation, it says using "Anonymous" user only submit ticket, can not view ticket history. So we have tried with JWT authentication
Regarding Desk and Zoho Books integration
I have the Zoho Desk and Zoho Books integration turned on. I use both extensively. But I don't think the Integration between the two does what I want it to do. Currently, from Zoho Desk, within a ticket, you can create a new Invoice in Books. That is
How to convert string to byte array
How to convert string to byte array : I want to convert string to byte array and but i can't find any option for conversion. I got array type in deluge script like list but byte datatype not found. Any one have this question answer then reply me ASAP.
Statement templates selection for customers
Hi, This may be already available, but I cannot find how to do it! It is already possible to select different invoice templates for customers. Is it possible to do the same with statements? My business is property management, and many customers pay their
How to get Stage Name in Stage History Related List
Hi Team - I am running a getRelatedRecords in Deal Stage History. When I info it, stage has IDs instead of stage name. How can I convert those Stage IDs to Stage Names or vice versa. See sample response when I do info: Info {"$duration_days":null,"probability":100,"Expected_Revenue":4000,"Amount":4000,"Last_Modified_Time":"2020-01-22T07:14:35+08:00","modified_by":{"name":"Josef Carlo Velina","id":"3983363000000211013"},"Stage":"3983363000002803083","id":"3983363000028094252","Close_Date":"2020-01-20"},{"$duration_days":0,"probability":100,"Expected_Revenue":4000,"Amount":4000,"Last_Modified_Time":"2020-01-22T07:14:31+08:00","modified_by":{"name":"Josef
Account not approved | No reply from Support | Terrible Experience
Hello, It's been a week now, and my zeptomail account is still not approved. I have submitted all required KYC documents but still have not been approved and no one replies to my emails, they simply close my ticket without replying. I am having a terrible
Power of Automation::Automatically dissociate Issues from the Task on Issue closure.
Hello Everyone, We received a specific requirement from one of our customers and it has been fulfilled by utilising custom functions in Zoho Projects. Sharing the same here so that others with similar needs can benefit from it. Requirement: The user wanted
API for Zoho CRM "Make this an online meeting" option
Zoho CRM offers a great feature when "manually" creating a meeting to select a checkbox "Make this an online meeting" and if you have a virtual platform setup in CRM (e.g., Zoom), the CRM will create a meeting in Zoom and send the meeting info (and virtual
Constant refreshes
Is it just me or do all Zoho apps suffer from not dynamically updating. Across nearly all the apps, I find myself constantly questioning whether whatever item I've just added actually saved because it doesn't dynamically display and so I have to refresh
Messages are not deleted from server in the time period specified by Thunderbird, cannot manually move them into the local folder
My set-up: Thunderbird 115 POP3 mode Unified Folder view, Global Inbox: why can I not move messages from a Zoho Mail Lite account to my local folders when I can do so with Gmail IMAP messages? ZML settings: POP3 and IMAP enabled, enabled auto delete messages.
Cannot select foreing currency when adding a new customer
I have a new client and need to invoice them and record their payments in a foreign currency. On the FAQs and forums, it's written that I just need to select the appropriate currency when adding them as a new customer. However, the software does not allow
PHPMailer - SMTP ERROR: Password command failed: 535 Authentication Failed
Hi Trying to send mails with PHPMailer and get an error. Full stack below: Error: 2024-01-08 01:22:45 Connection: opening to ssl://smtp.zoho.com:465, timeout=300, options=array() 2024-01-08 01:22:46 Connection: opened 2024-01-08 01:22:46 SERVER -> CLIENT:
verificación Dominio
Hola, estoy tratando de verificar mi dominio es .com.ar y me dice que el nombre de host es invalido. Me pueden ayudar? Saludos!
Can not add 2nd user of my email
i try to add another 2 users in my email,but can not work. i am using admin account and only one user linked in my account.
Invoice and sales order update
Is it possible to automatically update a linked draft invoice when we add for instance an item, shipping cost, item quantity to the linked sales order? Thanks!
Problemas en el envió de correo
Hola, junto con saludar, quisiera que me puedan ayudar a solucionar un inconveniente que tengo al enviar correos, tengo mi cuenta configurada en el Computador y en mi Iphone, pero el problema radica en el PC, redacto el correo y al momento de enviarlo
Error at null with error.message or error.lineNo in workflows
All my code was working fine and try catch was fine but I want to match on users uploading too large of files since they're manipulated in deluge so I went to access the error message and am unable to save with an error at null warning. I started by cutting
Cannot Receive Emails
I am trying to verify my business on Shopify and am not receive email verification codes to this email.
Access Service Desk requests using Zoho API by generating code, auth token, and searching requests using python - OAuth2.0
Hello Zoho Community, I am new to python and I am working on accessing Zoho API for an Automation flow, specifically I am looking to search for a specific service desk requests based on a search criteria (Subject of a request) . Below are the issues faced
Notebook Web Clipper problems
Images not saved. Pages/Articles saved with Notebook Web Clipper (Chrome) have grey blocks instead of most of the images. Even though, the Reading View before clipping shows them correctly. Tried a dozen different sites -- all the same. Having to sign in everytime. Everytime after quitting Chrome and reopening, Webclipper asks to sign in again. Can't sign in to Webclipper in Safari. After choosing email+password or Google credentials, Zoho page returns "Scope details incorrect" error. Haven't tried
Save image to device gallery on Creator Mobile app
Hi there, Is there a possibility of implementing functionality where an image taken on the mobile versions of Creator apps will give the option to be saved on the device itself, similar to the Zoho Forms mobile app? We have a use-case where we want the
Lead conversion mapping - You do not have sufficient permissions to perform this operation. Contact your administrator.
Hello, I've been trying to update the Lead Conversion Mapping on the CRM but even with an Admin or Super Admin profile I can't. I always get the same error message (attached). I've looked into the Profile and Users permissions and it is all On. How can
Zoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, February 2024. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarise and implement new Zoho advancements and CRM integrations
improve sync with Google Calendar
hello, do you quickly add in your roadmap the improve of the sync with Google Calendar. When Zoho CRM sync with Google Calendar, do you add information as the account's name, the contact's name, the place (by default the account's address). thanks
Efficient User Setup Across ZoHo One Apps (Deluge script?)
Hi - I would like to find out about options for setting up a new user in ZoHo One more efficiently. We use a large range of apps in the ZoHo One suite. At this time, a staff member will sit and manually configure the new user profile one application at
Review of the Bigin tool test phase
Hello, I spent 2 weeks testing the Bigin tool for a small company. Getting to grips with the core features (file import, data manipulation, connection with the mailbox, setting up a call campaign) wasn't too difficult. The developer console, on the other
Whatsapp Template Authentication Message category is missing
Hello, We are trying to connect our Whatsapp business account with Zoho forms in order to automate our business process. The first message we need to send is an OTP, so we need to create a message template and connect it to the form and our API. Yet In
Unable to migrate from Front
I'm trying to migrate from front, the migration tool worked for 2 mailboxes but, for the others I tried several times without success. Th tool say migration done without error but there are not any email in teaminbox
Collect signatures and payments in one go!
Hi Zoho Signers! Collecting signatures and then initiating a fresh payment process for multiple transactions can sometimes be complicated. With Zoho Sign's integration with Zoho Checkout, you can directly add a payment field with the document you are
Zoho Projects - how to personalise the client invitation email with my branding?
Its really confusing and terrible, every time we send a client an invitation for the Zoho Project, its all about ZOho. there is no personalized branding. Every time, I send up with a confused client. Who has no idea why he needs to sign up on this Zoho system. How can we personalize these invites?
Zoho developer Hangout (ZDH) - Episode 5 | Fail Gracefully: Exception Handling In Deluge
Hello everyone, We're happy to introduce the fifth episode of Zoho Developer Hangout, where our developer community member Mike Simpson, Founder/Principal Consultant at Caret Growth Strategies, explains the techniques behind exception handling and failure
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