View all events in CRM calendar in Zoho calendar
In Zoho Calendar I have subscribed to my CRM calendar, but I only seem to be able to view my own events. How do I see "All Events" in the Zoho CRM calendar in my Zoho Calendar? Is that possible? Thanks.
Tracking - Job Work Orders - for outsourced manufacturing
Hi With increase in outsourced manufacturing - Business owners would buy (Electronic) components and send them to Jobworkers for Manufacturing an assembled Board (Semi-finished). This requires: - Shipping components to Jobworker - under a Delivery CHallan
【Zoho CRM】 2023年秋のアップデート紹介とブログのご案内
こんにちは、Zoho コミュニティチームです。 今回は、Zoho CRM に最近追加された機能やアップデートをまとめたブログ記事を紹介します。 CRM ブログ：Zoho CRM - 2023年秋のアップデート https://www.zoho.com/jp/crm/blog/zoho-crm-autumn-23.html (2023/11/27公開) ゾーホージャパンでは、Zoho CRM / Zoho CRM Plus に関する情報や、営業・マーケティングのノウハウを紹介する以下のブログを運営しています。
How to update zoho creator record ( a look up field) through widgets - js api?
Can I ask help how to update a record with a look up field from a widget using JS API? I get to fetch value of look up field using the code below. But I'm not sure how to update the record in creator when user selected a different option from the dropdown.
How to Dynamic Pricing Based on Geographic Zones and State with Price Books"
I have following requirements but not able to create price books with State and Zone and how quote will get price based on state and zone. Please help me out how to do this. Task: Assign unit price in the quote subform based on the Price Book. Create
Viewing Images in Mass Emails
Hello, I've created a Zoho Campaigns email using a template within Campaigns. I added 4 pictures using the template and just sent out test emails. The pictures don't show up unless the receiver clicks 'download'. Is there a way to make images show up without this step? It looks unprofessional with little red 'x's and a request to download. I would like clients to be able to open up the email and see all images and text at once. Please let me know if this is possible. Thanks, Marissa
Business Messaging Telegram needed
Nowadays Whatsapp as the only choice for the Business Messaging option it's simply NOT enough, we need to offer to our customers the option to get information using Telegram messaging platform too. Is there any plan to build an integration?
Is there a way to show a Subform field in Canvas as a Tab element?
Something like this:
Here is a simple wrapper function to Tag a CRM record for you to use.
I sometimes need to conditionally tag a record when debugging my Deluge code. Here is a simple "wrapper'-style function, that saves a few lines of code (which makes long chunks of code easier to read). tag1 = Map(); tag1.put("name",tag_name); tags_list
All emails out of desk bouncing back as undeliverble
As of about 3:45 pm central US time, all of our outgoing emails from desk began bouncing back as undeliverable. Contacted Zoho support who could not find the problem. Our email accounts are sending emails just fine from outlook. Is anyone else experiencing
We're revamping how you name custom fields.
Dealing with APIs and custom fields on a regular basis can prove to be tricky. When you create custom fields using an API in the back end, these fields are replicated in the GUI of your Zoho Desk modules. The labels your developer gives to every custom
Syncing Workdrive with Server
Hi There, I am not sure if i am missing a step or this feature is unavailable. We run a file server with Windows Server 2016 in our office. All computers save directly to the file server. We would like to use workdrive for external employees instead of
ZOHO blocking verification emails from Rumble.com
I can't set up our advertising account at rumble.com, because every email they send to verify my email address does not come through. Why is ZOHO doing this?
Download of images from Image library?
Hello... Im standing in the bad situation that the pc i had the images on for my presentation has broken down and is no longer accessible. I need to edit some of my images that i already have uploaded to the "Image library" in "zoho presentation". Is there anyway that i can download my uploaded images from image library so that i can do that, or am I totally screwed and need to start over from scratch??
ChartOfAccounts endpoint does not return description when showbalance filter is used
I'm trying to request the ChartOfAccounts endpoint using the filter showbalance=true but whenever I try this, the description field comes as an empty string for all records in the response. This produces a correct result with description populated but
Access token rate limit issue
We are using Zoho Creator API to retrieve data using the Data API. We have a large number of reports and running into rate limits for access tokens. Since we use serverless processes, we can not share memory across multiple runs. So we retrieve a token
Tool to automate via API's
Hello, I want to automate some task within our instance of Zoho analytics via the APIs (Delete's with specific criteria, Select-Insert using download then Insert etc) I can do this via Postman, but when I try to schedule the tasks, the scheduling does
If you use Zoho Books for partnerships, how do you organize partner accounts?
There are a couple of ways I can think of doing this. Method 1. Create an account per partner, and have sub accounts for each category. Expense Partner 1 Computer Hosting Travel Food ... Partner 2 Computer Hosting Travel Food ... Method 2: Under each
How do I get content approvals if I am the portal admin?
I just started a trial for Zoho Social to see how it works for us. I decided on Zoho because I liked the content approvals, but now I can't seem to figure out how I, the portal admin, send posts for approval? I need my boss to approve posts before they
Updated Python Samples/SDK for books? Edited to include my own repo
There seems to be some wrappers out there but they are outdated and many years old and it looks abandoned and not updated to the latest API. Can anyone share a working python project that handles the token refresh stuff and has some sample endpoint calls?
How do i subscribe for a Mix and Match Plan?
I have been trying to subscribe different email accounts to different plan and it's not working. How do go about Mix plans?
Unable to remove PayPal from payments option
I am from Canada and setup PayPal - business. customers are unable to pay and get kicked out. trying to delete PayPal but get following message all the time i have no outstanding transactions outstanding does your PayPal payment option work in Canada.
If I write "attach" or "attachment", but forget to attach something - please give me a pop-up box to remind me to attach something!!!
Hi Zoho Team, This is a feature in Gmail that I really appreciate, because it stops me from doing embarrassing things. It would be great to have it in Zoho CRM as well. The way it works in Gmail: - I write "attach" or "attachment" in an email, but forget
Writing to a multiselect user field
Hi, Just wondering if anyone can provide advice about how to write to a multiselect user lookup field. I've tried a number of approaches but none work. I'm fairly new to Deluge, so would be grateful for any advice. This is a long post, so I really appreciate
how to pay zoho subscription bill
how to pay zoho subscription bill
I have no idea why I cant add more user, the system said Unusual activity detected from this IP. Please try again after some time.
Please check my account, I bought 18 user but only add 12 to use. The system said Unusual activity detected from this IP. Please try again after some time. Please unblock my account :( I need it as soon as possible
How to delete an event in the group calendar
An event I imported into a group calendar via an .ics file does not show a way for me to delete it. So, how do I delete an event in a group calendar?
Allowed in Qatar
السلام عليكم ورحمة الله وبركاته هل زوهو مسموح نظامياً في قطر شكراً. Peace, mercy and blessings of God upon you Is Zoho allowed regularly in Qatar? Thank you.
I am receiving no emails when a user is filling the Contact Form in my Shopify Store
Hello, I'm currently experiencing issues with email delivery from the contact form on my website. The emails are supposed to be sent from my domain to my email address, but it seems like they're not getting through. I've been advised that this might be
Can Voice SMS messages be sent using workflows or deluge?
Can Voice SMS messages be sent using workflows or deluge?
Billing Information
Where do I go to see my billing invoices for my account so I know what it is I'm being charged for exactly? I looked for subscriptions in my profile but they aren't there. This should be easier to find.
How to get all documents (i.e Excel Sheet only) related to a particular party in Zoho Mail?
How to get all documents (i.e Excel Sheet only) related to a particular party in Zoho Mail? Like I chose at search box->Attachments-> that contain->[party name] {that includes only excel files} The bold portion that i need are not in zoho mail. and alternatively
Help getting zoho mail on 365 Outlook
I have a zoho email account. I am changing from a fast-fading desktop PC to a new laptop. I have a Microsoft 365 subscription for all Office apps, which has been installed on the new laptop, and this has opened a 365 Outlook account with my email name.
Error Code 550-5.7.26 all of a sudden though has worked for the last several years.
I have a merchant service account for clients monthly auto billing. We send out automatic email receipts to the clients from the merchant website and they receive emails that we say are from my zoho email info@ourcompanyemail.com (not our email) so clients
How admin can see employee total breaks reports in zoho cliq
Hi, as u know in zoho cliq employee can mark their status as on break for 15 min , 30 min , 45 min and 60 min respectively. So what i want Is it possible for a admin or manager to see how many break's a particular employee has taken in whole day . Is
Mail - create rules
Is it possible to create the mail rules like outlook express?. Mails should be move to the folder automatically if we create a rule with the mail address and folder
Database's
Hi Zoho Community, We have 2 databases that we want to add to Zoho separate from our other contacts. Is it possible to do this via adding another module, or is there another way to manage this.
Assign tickets to agents in a defined sequence
Hello everyone! Assignment rules in Zoho Desk provide an automated mechanism to distribute tickets among agents based on predefined criteria. This ensures a streamlined and efficient way to manage customer requests. Currently, there are two types of rules:
Facebook Groups and Channels
Morning All, I am just trying to setup Zoho social having previously used Buffer. I see that I can now connect up Facebook groups that we run, however only seem to be able to connect one group. How can we add an extra channel/group to the subscription? Thanks
Yahoo email cannot receive our emails
@yahoo.com , @yahoo.com.hk or @ymail, we experience serious delay or even not able to receive mails sending from our zoho mail account.
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