CRM merge template API-name
I am trying to send mail merge, but i get INVALID_DATA: params = {"send_mail_merge":[{"mail_merge_template":{"name":"Angebot Kreuzfahrt"},"to_address":[{"type":"email","value":"receiver@gmail.com"}],"subject":"Your Subject","message":"Your message"}]};
What does it mean? Please specify the "lineitem" ID in your HTML text. This is the ID for the item table which lists your items and taxes.
Hi all - i like to customize one estimate template but aleays get this message: Please specify the "lineitem" ID in your HTML text. This is the ID for the item table which lists your items and taxes. what i am supposed to do?
Add E-Mail Signature in Zoho Books
Hello, in Zoho CRM one can setup a signature which can be added to every E-Mail template using the ${userSignature} placeholder. However in Zoho Books I could not find such option. I have to add the signature manually to each template. Is this correct?
First Created Time Date
Hi, Wonder if anyone can help... so we have enquiries coming into a custom module and sometimes customers have submitted more than one, I would like to ensure that if a new field within the contacts module "First Enquiry date" is empty that it populates
Unable to get Date to Set for an IF statement in a Formula Date (or string) Field
I am trying to set up an IF statement that if a specific field is not equal to value X then Set date as Now or Today I can get the IF formula to work fine, but I cannot get the date to show from the functions: Newdate or Now() it only shows the text of
CRM downloading attachment with function doesnt work
I tried to download a Books estimate in CRM with a function, but the script just returns text of the file name. I get the same result running the function on its own, but also when its integrated into a button: response = invokeurl [ url: "https://www.zohoapis.eu/crm/v5/Deals/604117000000123456/Attachments/60411700000123456"
Zoho Campaigns with 100,000 Contact and top up for each 100K to 500K
Hello everyone - I'm asking if i subscribed at Zoho Campaigns with 100k contact then i need to add another 100k what will be the cost ? - What if i subscribed at the 500K contact from day one what is cost of adding contacts above 500K ? - If i subscribed
Can't fetch data from JSON response
I'm connecting to an external API with a postURL and saving the result to a 'result' variable. I'm getting the correct response, as shown in the screenshot below, but I'm unable to extract data from it with get(), getJSON, etc. If I manually copy and
WhatsApp - Multi-language template - Automatically select
Hi, I admit, this idea/thought is quite niche. WhatsApp allows us to somewhat reuse the same template based on different languages. In many cases, we don't know which language a new lead will prefer to use for communication. However, in other cases we
Applying certain templates base on customer.
Hello everyone, So I know we can set default templates in the customer like this: So the issue we are facing right now is the following. We made templates for all communication since we are dealing with French and English customer. So if I make a sales
CRM attaching file to field with function doesnt work
I am trying to upload a file to a field in CRM. "Angebot" is the API-name of the upload field in CRM. the response returns a success message, but no file is uploaded to the field. file_variable = invokeurl [ url :"https://sample-videos.com/img/Sample-png-image-100kb.png"
How do I Show Retained Earnings at Year End, Net of Current Year Earnings
I'm a little confused by how this is currently reflected in the end of period balance sheet - I currently see year earnings as a line item in the balance sheet for year end. Retained earnings (RE) = Period start RE + Net Income / Loss (post-tax) - Dividends
[Upcoming Webinar] Embedded Analytics: A faster route to modern, data-driven applications
Today's most innovative software takes advantage of next-gen embedded analytics offerings that speed development and power data-driven insights. Next-gen platforms are API-rich, enabling you to deliver concise and contextual analytics at decision points
Bulk upload csv
Hello, I cant somehow upload my csv to the system. I keep receiving an error of date. Have gone through multiple times on the documentation and the sample csv. Could you please help us on this matter? Thank you, Murat
What metrics do you track in your sales dashboard?
We need your help creating the ultimate sales dashboard. As you know, having the right metrics at your fingertips is critical for sales success. But with so much data to choose from, how do you decide what to track? That's where you come in! In the comments
Power of Automation:: Streamlining Task Status Synchronisation with Project status.
Hello Everyone, Here we are again thrilled to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. We should create a connection
namespace for Standalone functions in Zoho CRM
Hello, Automation functions can be invoked from another function like so: workflowspace.<functionName>(); What's the name of the namespace for Standalone functions?
I'm unable to import a contact list with associated accounts fields in campaign
Hello, My organisation work with ZOHO CRM and ZOHO CAMPAIGN. The 2 applications are synced, so that the contacts from the CRM are added to Campaign. In the sync, some of the accounts fields corresponding to the CRM contacts are added as accounts fields.
Other Zoho products supported for Vertical white label resell
Hi, I am currently building a vertical CRM, I currently am a Zoho one users and make use of many great Zoho products within the suite and so understand how these would benefit many companies that might like my vertical offering. I would like to see the
Canvas not updating in Portals
I've set up a Canvas page with a drop-down button and Send Mail button, and the blocks at the bottom for Notes, Attachments, Tasks, Quotes/Pos etc. It works fine on mine version. However, when I send it, the user cannot see the drop-down button, and can
Creating Debit Note for return of damaged goods
Hi, I had ordered goods worth 38k rupees on 9th december. The goods came damaged. I have to return them to vendor. I have to create debit note in order for the transporter to take it back and transport it back to vendor. How do i do that in Zohobooks? There's only Vendor Credits - no debit note creation in the zohobooks app. Please help.
Director's Salary should be mentioned under which head
Director's Salary should be mentioned under which head as salaries I cant put under either Sales or Purchase in Zoho Books Regards
Dealing with part timer users in Projects
Hi there Are there any plans to add user based working hours to Zoho Projects, so we can specify that someone only works Monday-Wed for example, with the ability to prevent a task being logged for a non working day, or a pop up alert.
Conditional Signers in Fillable Templates
Hello everyone, Ever wish you had an option to assign signers to documents dynamically, to meet the needs of different workflows? For example, you may need a department head to sign off on a budget, but only after it crosses a certain threshold. Or you
The New Preconfigured Reports "Top 10" Templates by Click/Open Rate
Hi! I'm sure the team meant well when reconfiguring the new Reports module. The new "Top 10 Templates" for Click and Open Rates: Doesn't limit the results to 10 Doesn't rank them whatsoever The old Top 10 Template used to not only limit it 10 (regardless
Banking transfer to/from another account (multicurrency)
Hi, Try to transfer fund from USD account to CNY account, there is create exchange rate differences. How to settle the different? Regards Felita
Can you create a deal with multiple vendors with individual amounts that automatically populate their own pipeline?
If I create a deal in CRM, instead of putting $100,000 total, I have Vendor 1 - $45,000 Vendor 2 - $35,000 Vendor 3 - $20,000 All on the single boards in stages on my main pipeline and then I have 3 other pipelines that are Vendor 1 Vendor 2 and Vendor
Reducao de usuários ZOHO
Prezados Se estou com apenas 05 usuários, entendo que o meu plano se torna gratuito.
Universal Analytics retires: Unlock advanced insights with enhanced integration between Google Analytics 4 and Zoho PageSense
Universal Analytics (UA), the predecessor of Google Analytics, debuted in 2012. For nearly a decade, it played a crucial role in helping website owners understand their audience and gauge their online success. However, as technology and user behavior
Zoho CRM / Books Intergration missing
Hi, I'm trying to integrate Zoho CRM with Zoho Books but when I follow the tutorial and go to Setup -> App & Add-Ons -> Zoho Apps there is no option for Zoho Books. Do I need to subscribe to Zoho Books Enterprise for that option to be available?
All emails from one of my domains are going to spams
My emails are going to spam. I checked the reputation and everything succeeded, but somehow, my Ip address was listed blacklisted by Zoho. 31.186.226.237 sender11-of-o51.zoho.eu Blacklist My domain is legit domain only linked to my email marketing t
Lead Id not being pulled from Facebook into CRM
Though Zoho Social pulls the leads from Facebook, I think it is not possible to attribute the conversions back to the Facebook Ad as Zoho Social does not pull the lead_id from Facebook. https://developers.facebook.com/docs/marketing-api/conversions-
Cannot Select Workdrive folder in email filter!
I am trying to add a filter to put any attachments from a certain sender into my Workdrive folder. When ever it promts me to select folder it is acting like I am selecting a folder to attach to an email. After I pick the folder it creates a new email
Disabling order cancellation option
How to restrict customer from cancelling an item in an zoho commerce order?
Custom fields not displaying
Hi I have created some custom fields in the lead section. They display correctly in the Leads: Edit Page Layout Section. Once saved, they do not appear in the Lead view. Is there a setting that I should be clicking on to make this "live"? I am signed
Block my visits in SalesIQ
Every time I go to work on my website I get notified that a user has returned and I get an analytics report on myself. Is there anyway that I can block myself from showing up in the reports? Since I am constantly working on my site it skews the data. Thanks in advance. Enoch B.
Super Admin email address usage
Can I use the login address of the super admin for regular email or should it be reserved for internal admin functions? Is it counted as one of the maximum of 5 email addresses for a Lite account? Because I will pay for the subscription with my current
Linking of connected Leads and Contacts
We want to use Zoho One to be able to target our marketing campaign at "related leads" which is triggered by successful sales, to grow organically, very quickly. Is the tags feature the best way to do this? We would use a successful deal / customer's
Zoho CRM will not accept data in radio buttons
Radio buttons are used constantly in web interest forms. Checkboxes are NOT the same as they allow multiple choices, not a single one. Forms at have conditional logic all use radio buttons to send the person to the correct next set of questions to drill
What's New in Zoho Billing - October 2023
Hello everyone, This month's updates bring a bunch of new features to Zoho Billing (previously Zoho Subscriptions), including branch support for Hosted Payment Pages, introduction of recurring payments via Stripe in India and Correction Invoices for Germany.
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