Flow triggers but doesn't continue.
I'm new to working with Flow but managed to get a flow working yesterday in short order. Which then proceeded o break shortly after for no apparent reason. The flow is triggered by a form submission, and when running in debug mode I can see the flow is indeed triggered. However, when I click the "Test" button to see if the flow works as intended, nothing happens. It acts as if there is no link between the initial trigger and the next node. I created the flow yesterday and it worked for a couple tests
Automatically add a deal to a contact/account
When our account managers convert a lead to a Contact/Account they must manually tick a box to create a deal. Sometimes they forget to do this so they have to manually add all the information after. Could there not be a way that we could set it up so
Deal details display at conversion
Hi, I have created a Pipeline in my CRM. This is displayed when I choose to create a Deal at the time of converting a Lead which is great, however the order of the fields don't seem to make sense. I should be able to select my desired pipeline, then choose
Zoho People leaves and Google Calendar Sync: wrong times
Hello, I've activated the native People -> Calendar integration and I see there's a mismatch between the starting time of the hourly leaves. Here's what I have on Zoho People: Here's what I see on Google Calendar: Time Zone on Zoho People: Central European
SPF & Siteground
Hi Guys! Quick question, My host is Siteground and I've been trying to add an Spf & DKIM there - the DKIM has added and validated but the SPF still shows an error on my Zoho dashboard. One thing I noticed is that where you recommend inputing ''@" on Siteground the name field doesn't allow you just to enter "@" so I currently have "connectz.digital." Anyone got any idea of what might be going wrong? Kind Regards, N
Dispute ticket
We want to move our dispute tickets onto that platform. We are also moving our tech bugs onto that platform. I want to get familiar with how it works. We want to come up with a workflow that is easy to manage and shows us the reasons for the refund
How to merge two columns into one to create universal user filter on dashboard?
Hello, In Zoho CRM, our Leads and Deals modules are separate (as is normal). In the Leads module there is a field called "Lead Owner", and in the Deals module there is a field called "Deal Owner". For our company, the lead owner and deal owner for the
How to Transfer Zoho to Asia data center
Hello, I do not know why am I at india center as I am at Asia and my supposed to be team/org is RUMBLE ROYALE. Please help me transfer asap/
Payable
I facing challenge when i want to post payables for vendor i have created. When i want to create transaction from the vendor, the system ask Expenses or Journal?? The system ask to select PAYMENT FROM while the payments will be done later. , when i select
Sales person
Morning, I have several questions, we have several sales person selling for us. i have some questions 1- is there a way to assigned a "salesperson" to a customer 2- predefine a commission percentage to to a salesperson 3- Have a portal where the salesperson
One or more errors were found in the Secure Socket Layer (SSL)
When trying to initialise a remote support session our client machine is displaying the following error... Any ideas how to get around this? Does this use a Lets Encrypt SSL by any chance?
Sandbox for Z Books
Z Books is an essential piece for companies. We have now the possibility to have: Custom Functions Custom Buttons Webhooks I would think that you would go ahead with Custom Modules. By doing so, I would like a Sandbox for Z Books in order to test the
Sector Spotlight - October 2023: Newsletter on the Industry-based ZUGs
Hello, folks! At the heart of the Zoho Community, we're dedicated to making your Zoho applications work their best for you. To achieve this, we've introduced something special—industry-based groups, also known as Zoho User Groups or ZUGs. These groups
Data Migration
My former accountant attempted to transfer data from QuickBooks Online to Zoho Books but encountered errors during the migration process. Unfortunately, she was unable to back up the data from QuickBooks Online, resulting in a mismatch of the chart of
BCC-Dropbox tracking source
Is it possible to assign tracking codes to leads generated using BCC Dropbox based on the email address the BCC was sent from? I'm trying to parse leads generated in this method. I can see the email in the Lead once it was generated, and it shows the
Campaign -> CRM Sync
Hello - We recently obtained a business that uses Zoho in conjunction with Wordpress/WooCommerce. Leads are captured via a form on Wordpress. Starting Thursday 11/9 around 4pm these leads stopped syncing with CRM though I am able to view the submissions
New to Survey - a number of questions I can't find answers to?
Hi Survey, I am very new to Survey and can't find any information on the following When using Survey using Distribution>Email and provided some email addresses to "Launch" I can't find a way of adding extra email addresses, without doing a full Launch
Data not flowing properly from Deals (CRM) into Analytics Table
I am trying to sync data from Zoho CRM Deals Module into Zoho Analytics and am having some issues Below is a Test Deal. Under finance information you can see that I have three lines of finance data (3 lines that would go to a customer PO). When this data
How to add hours of operation for an account.
Trying to find the best way to document a business's hours of operation so I know when I can or cannot call.
Featurecast Story 8 - Auto-close
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 8 - Auto-close Automatically close abandoned conversations In this feature story, we will cover the auto-close conversation timer feature. Instant messaging offers a quick and easy way
Questions about printing a Summary report to PDF
We have two questions about printing a summary report to a PDF file. Firstly, I see that I can adjust all columns to be a specific width. Are there any options to make one column larger than others? For example, we have a weekly notes report. We print
MX records not verified
Moved to Zoho last week. I keep getting issues with my Zoho mail - I get emails saying my MX records in the DNS are not verified however the previous records have been deleted and zoho ones inserted. Part of the zoho mail shows them as verified but another
Free webinar: Are your digital signatures legally-binding and seamlessly executed?
Of course, electronic signatures are legally valid in most countries and use-cases. However, each country and region has its own set of e-signature laws which you should be aware of during cross-border agreements. Zoho helps businesses worldwide to seamlessly
How to give a respondent access to their partially completed survey
I have respondents that need to re-access a survey that they partially completed. How can I help them to do this?
Zoho Creator - [Free Webinar] Creator Tech Connect - Release Update Series - Part 1 - 2023
Hello Everyone, What is Creator's Tech Connect Release Update Series? Regular updates to the product improve the overall performance and functionality of the platform. As a result, using Creator becomes easier and more efficient for businesses of all
Information for created Lists
It would be great if we can enter description for the lists that we create in our modules. This will allow users to understand the purpose of the list
E-mail as mandatory field instead of last name
Is it possible to change the mandatory fields for leads? Making additional fields mandatory is not a problem, but I would like to have the last name as a non-mandatory field. I use the email instead
Controlling page breaks for tables in Zoho Writer: A handy tip!
Hey Zoho Writer community, Today, we want to share a nifty feature that some of you may not be aware of: the Allow row/table to break across pages option in Zoho Writer. What does it do? By default, this option is enabled, meaning your rows and tables
Retrieve Zoho Mail using Zoho CRM API
We have connected our Zoho Mail with Zoho CRM using IMAP configuration. Now we are able to see the emails on Contact's Email section. Is there a way to get these emails via Zoho CRM API? Similar to how we get Notes/Events for a contact.
Integration with Facebook Lead Ads
Does Zoho have any plans to release automated integration with Facebook Lead Ads? Or has someone built an app that creates seamless connection via the Facebook Lead Ads API? https://www.facebook.com/business/help/1462876307360828/
Free Webinar Alert: Manage your projects efficiently from within Zoho Workplace
Hello Community, We're glad to announce a free webinar on Manage your projects right from your Workplace apps. If you're struggling hard to keep track of the tasks you add in Zoho Projects whilst working in other Zoho applications, this webinar will enlighten
Free Webinar Alert: Manage your projects efficiently from within Zoho Workplace
Hello Community, We're glad to announce a free webinar on Manage your projects right from your Workplace apps. If you're struggling hard to keep track of the tasks you add in Zoho Projects whilst working in other Zoho applications, this webinar will enlighten
How do you manage internal improvements for clients with Zoho Desk?
Hey guys, We use Zoho Desk and CRM. Desk is for the Operations team to handle client requests and on the other hand we manage behind the scenes improvements for them that we want to keep track of. These are much like the epics in Jira. To keep them internal
Export as PDF Case ticket
I see there is a way to bulk export data as CSV file, and within the cases ticket, there is only a print option. Is there a way or workaround to export as a ticket as PDF? My only solution at the moment is sending it to print, and previewing as PDF and
Zoho Backstage not publishing events
I am not able to publish any events from drafts to live. It is not working for any user in our organization, and not working in Safari or Chrome. I also tried this exact same simple activity in another organization that I work with. Same result. No events
Impossible to move a task list to a milestone?
It seems to me that a milestone should be part of a task list and not the other way around? Looks like if a task list isn't created under a milestone, it's impossible to move it to a milestone? My understanding of a milestone is a date in time when something should be done and not a bucket with multiple tasks and task lists? Am am thinking of this wrong? Thanks,
Extending API token expiration time
I am trying to get API calls set up with a customer that plans on creating an automated process on their end to get/post records. Seeing as the token expires every hour this creates a little road block. Is there a way to extend that token to a longer
One to many relationships in Zoho Campaigns and Segments
We have contacts that have one to many relationships. Maybe they have purchase multiple items in zoho commerce or they are associated with multiple touch points we register in a CRM tab that is linked back to the contact. Like they have entered to three
Pulling sub-form data from a get record call
I am trying to view the sub-form data within the cases module using the get record api call. However the information that is sent back does not include the sub-form data. Is there a way to retrieve this?
The dropdown menu overlaps with the dropdown title in the header
I don't know exactly how this problem can be explained. I'm sharing a screenshot below. The dropdown menu appears under the title and the link in the first row is not visible. I wrote to Zoho Support before, but they said that there was a change in the
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