Self Client?
On this page: https://www.zoho.com/crm/help/api/v2/#oauth-request It says "In case the user does not have a domain and a redirect URL, the self-client option can be used to get access token." but I do NOT see any "Self client" option. What am I missing. I want to develop a Zoho API V2 .NET application so as far as I know there isn't any Domain or Redirect ID involved. Is that correct?
Zoho Bookings Group Series is BROKEN
Has anyone been able to use Zoho Bookings Group Series and use the link to access available services? I have followed every video online and guide published by Zoho and it does not work! Looking forward to hearing from the community on this.
Authentification code
I want this removed from my zoho account immediately. I do not need this and I cannot work it out because does not have the devices for this.
upgrade membership
hello, where can I upgrade my membership on the website/account?
Zoho Books and Booking Integration
One problem that keeps me from using Zoho Bookings is that I need it to integrate with the Services I have listed in Zoho Books. So, I would need the ability to input Zoho Books Services and mark them "available" for a Zoho Bookings client. Then, when a customer books and pays, all the accounting is automatically completed.
【開催報告】顧客伴走支援から学ぶZoho One の活用術と可能性 ユーザー交流会 名古屋 2023 vol.2
皆さま、こんにちは。コミュニティチームの中野です。 Zoho コミュニティでは、12/8（金）にオフライン形式にて「ユーザー交流会 名古屋 2023 vol.2」を開催しました。本投稿では、その様子をお届けします。当日の登壇資料など、こちらに共有いたしますので、ご参加できなかった皆さまもご確認ください。 事例セッションでは、ONiWAの稲葉様が、導入支援を行った企業の事例をもとに、どのようにZoho One 内のサービスを活用し、集客やリピート誘導を成功させたのかを紹介しました。 お楽しみ会は、Zoho
Hyperlink Function not working in notification
Hi, a couple of days ago the function to be able to create a hyperlink in a notification in Zoho Bookings stopped working. This is something we must have. We have over 550 individual meetings (services) and the notifications need to have the booking link
Filtering changes throughout all meetings in Zoho Bookings
Is there a way to filter changes made in workspaces down to individual meetings within that workspace? We have over 500 individual meetings within our workspace so when we make master changes to the notification section or bookings form it would take
List multiple rooms on customer portal
I must be missing something but I'm trying to create resources that are bookable and available to put on my main website. Is there a good way to create multiple resources (Conference Room, Day Office 1, Day Office 2, etc.) that will also be able to connect
Design : Email notification
Hi, Zoho booking partly overwrite the html I've done. - background is not what I've set, - I've hidden some element in the mobile version, they are still there - it add a disclamer in the wrong language in the bottom - it make the main email smaller (less
Embed floating button
It would be helpful if Booking offered a floating button in addition to the iframe, similar to what Calendly offers (https://www.calendly-embed.com/popup-widget/). I looked into using SalesIQ for a floating button that "just works" but their Booking integration
Bank feed not working at all
Hello, I started working with Zoho a couple of weeks ago and have imported all of my statements and categorized everything. I also connected my bank account, but the automatic bank feed does not seem to be working. Do you have any advice?
What is the difference between Zoho Catalyst and Zoho Developer (Applications/Custom Solutions)?
What is the difference between Zoho Catalyst and Zoho Developer (Applications/Custom Solutions)?
Password Reset email doesn't go from our domain from Address
Hi Support, We have activation and deactivation emails available for the Help Center and have the DKIM rules set up so that ZohoDesk can send emails with legitimate "send from your registered domain" email addresses. The reset password request is sent
Searching using telephone numbers
Hi, I am looking to pop a screen based on a phone number. Q1. Is there a way to search across Leads and Contacts with one query - at the moment it seems I have to issue a query for each type of entity. Q2. The datastore I am searching against has telephone numbers in seemingly free format. e.g. some entries have spaces between area code and number, others dont, some have +xx in front etc. So many of my searches fail because the of what seems to be a requirement to exact-match: https://crm.zoho.com/crm/private/xml/Contacts/searchRecords?authtoken={0}&scope=crmapi&criteria=(((Phone:{1})OR(Mobile:{2})OR(Home
Digest by Zapier Equivalent for Zoho Flow
Are there any integrations that work similarly to Zapier's Digest that store trigger data into lines that can be delivered on a schedule.
URL images
I would need to get a url of an image I uploaded to Zoho to use in my app, is it possible? In this case, where do I find in Zoho CRM the images I uploaded using the api.
Allow author to select which languages for Auto translate on a per KB basis.
Auto translate works great for many KB documents. But some complex ones still need the human touch. It would be great on a per KB to let the author check off which languages to go ahead and let the system auto translate and which ones should be manual
Zoho inventory needs to step up BIG TIME
Hello everyone, If your interested lets get these features a priority to zoho developers The updates that are made on zoho are so minute. Im new to Zoho Inventory and Commerce, but already see a lack of several important feature to us and most probably
商談のサブフォームから見積書・請求書を作成する方法
Zoho Oneの導入を検討している、Zoho初心者です…！ Zoho CRMで商談単位で売上明細・支出明細を入力し、 粗利の計算と、Zoho Invoiceで明細が連携した見積書・請求書を作成したいと考えています。 サブフォームを使用し、売上明細・支出明細をそれぞれ入力し 粗利を算出するところまでは考えられましたが、 見積書・請求書に連携させる方法が分かりません。 コミュニティの皆様のお知恵を貸して頂けないでしょうか？ ※見積書・請求書作成にあたってZoho Invoiceが良いのか、Booksが良いのかも気になっております。
Customers cannot receive e-mails from Desk
Hello, We have this issue with one of our support tickets. When trying to e-mail a customer, they do not receive our e-mails. When looking into it, I found this error in our support@ e-mail inbox: This message was created automatically by mail delivery
Put variables in the Document Merge name
I need to place some identifiers, based on the respondent's answers, in the document name, but it's not allowing me to do so. How can I achieve this?
Is there a way to view closed tickets in status mode?
Hi, Is there a way to view closed tickets in status mode? Thanks,
Vendor Bill > Expected Payment Date as a visible column in Bills list
It's great to have the facility of 'Expected Payment Date' in Vendor Bills, but it would be even better for that field to also be available in the 'Customize Columns' section so it can be visible in the list view - to easily identify Bills that have/don't
Pass values from stateless form into function
I have a function w/ a list of dates and a list of strings that populates a bunch of data in form1 - it works when executed. I want to use statelessForm inputs dateField and dropDown to populate dateList and genreList in the below function and run it.
Blocking conversion to Sales Orders
Hi, I would like to block converting a quote to a sales order if a certain account has a certain status in the Account module. Is there a way to achieve this? Thank you.
Search is Not Working
This morning, the search function has just stopped working. No natter what I'm trying to search, even a sender who sent me 70+ emails this month, Zoho Mails comes back with "No message match the search criteria" The problem is the same in Chrome and Trident
Cancel ZOHO Campaigns Service at Annual Subscription End Date
Hello. We are now using our own CRM systems for our email campaigns. Please cancel our plan at our Annual subscription end date of 2/7/24. Thank you.
Free webinar: Zoho Sign in 2023 - Run-through of product updates and a live Q&A with the team
Hello, Are you an active user of Zoho Sign? Are you also an active advocate for the adoption of electronic signatures in your business's pursuit of digital transformation? If so, we invite you to join us next Tuesday, December 12, for an exclusive webinar
Webhook Stock Changes
Hi! I created a webhook for item updates. Therefor, I created a Webhook under Automation > Workflow Actions for the Item-Module and a Workflow-Rule under Automation > Workflow Rules for the Item-Module. Everything is working so far except the Stock. Is
Whiteboards
Why aren't Zoho Whiteboards a Notebook option? The Whiteboards you guys already have built in Sprints for example, would be a fantastic edition to Zoho Notebook. It would be even better if you could use that Canvas like design to draw a diagram/mind map
Can I tag leads using Zoho CRM Free?
Hi! We are on the free version of Zoho CRM. Do we have the ability to tag leads while under the free version. I don't see It anywhere so I'm thinking not but wanted to double check first.
Dedicated Links
Hello, Is it possible to add dedicated links to a Campaign? Every contact from the list has its dedicated links in its contact info (just like in the screnshots below). Thanks in advance. Contact info: Button for the link in the campaign:
Automatic Paid Invoice sent to customer after WooCommerce/wordpress Ecommerce site order
Hi. I have an e-commerce website on wordpress/woocommerce. I want that whenever a customer places an order, a zoho books paid invoice is sent to them on their email automatically since we have only card payment option and no cash on delivery. Can someone
All my Mass mails and Campaigns sent from ZOHO are going to SPAM
We are sending mail using the following : 1. Direct Email using ZOHO.... these are going but mostly to SPAM 2. Marketing Automation - these are either not going or going to SPAM 3. Campaigns - These are also either not going or going after a long time
Por favor encerrem minha conta para o e-mail atendimento@multilisa.com.br e jayme.carvalho@multilisa.com.br
Apneas encerrar. Obrigado
Edit email address.
In the profile section I can edit all fields except the master email. Need some assistance.
Zoho Mail UX/UI
Zoho Workplace is, without a doubt, the best office suite I have ever used. The UX/UI is exceptional! However, I would like to make a suggestion to the Zoho mail design team in order to improve one area. The white space under the "Mail Tab" seems to be
Salesperson and Reference field do not flow through nor are they removeable
The Salesperson field and Reference# field in a Sales Order do not flow through to the Work Order and Invoice. What's the point of the field if the information doesn't flow through?? It's not like the Referene# (which in the U.S. is called a Purchase
Tax law
Is the use of Zoho Books (finance) compliant with Dutch tax law for limited liabilities?
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