Enhancements to Users and Roles
Greetings, We're happy to introduce a few minor usability improvements to Bigin's Users and Controls settings. You can now view the count of Active, Inactive, Invited, and Deleted users in the Users tab. The Users tab In the Users tab, the updated user
Alerts not working
Hello there, I am trying to set up some email alerts and they do not seem to work. At the moment I have 4 custom alerts that will notify DS when mentioned in a ticket comment, when a comment is added, when a ticket is assigned and when a customer replies.
Use CRM Email Templates for Zoho Sign Digital Signature Request
I'm looking to create a custom Email Template for the Digital Signature Request. The one that exists in Zoho Sign appears to limit the types of variables you can use. (I.E.: $DOCUMENT_NAME$ for the name of the document $ORG_NAME$ for the name of the organization
Live update/refresh My Tasks list
Would it be possible to make the My Tasks list easier to update/refresh changes made by others in the team? At the moment it needs the user to manually refresh a task list to pull any changes through and there is no prompt that they should refresh, so it may never be done during a day. It would be great if either the task list was more 'fluid' and updated/refreshed itself every few minutes, or there was a pop up prompt for the user to manually refresh the list. At very least it would be good to
Function to schedule a call every day for new leads in Blueprint
Trying to add a function to schedule calls every day to new leads in Blueprint based on lead source until status is changed to contacted.
Populating fields in Zoho CRM
We are using Bookings together with CRM and want to collect more data from the customer and automaticlyly populate the corresponding fields in CRM. For this to happen I want to be able to link fields between booking and CRM This would save us a lott of work. Joachim
Zoho Creator - [Free Webinar]Learning Table Series for Hospitality
Hello Everyone! For the month of November - Bringing on to your table - Zoho Creator for Hospitality 12 Months 12 Industries Hospitality Industry The essence of hospitality lies in creating a warm and welcoming atmosphere, where guests or customers feel
Time zone issues
I have created some group bookings. Everything looks right in my calendar with the times showing our local time. All our clients are local. However the time shown on the booking page is our time here if the event was scheduled at the time in question in India.
A few leads are not syncing from zoho social to zoho CRM
Hello team, We have integrated FB ads to Zoho Social for syncing leads to zoho social we are observing many leads from a facebook ad are not syncing to Zoho CRM. Any help is appreciated.
Update Multi Pick List Options
I have a multi pick list in the leads module that list my products. Lets say there are 3; Widgets, Bits, and Bobs. I want to change the product names to Acme Widgets, Acme Bits and Acme Bobs. I had hoped that by renaming the Pick List options, all existing
Has anyone successfully used blueprint in Zoho CRM?
Looking for examples other than the "Deals" blueprint example in Zoho guide. Blueprint obviously has the potential for being useful but the chat line help was unproductive. I want to create a relatively simple workflow that runs from first contact with customer through quote, build, and delivery of product. Does anyone have any experience they are willing to share?
Not pulling through my instagram proffesional account
Good day, Please can you assist, I have full access to my Instagram Professional Profile in Meta Business Manager, but it is not pulling through to my Zoho board when I try and Link it.
Zoho One account to move to 2.0
Hi, I'm a Zoho One account and tested Marketing Automation a year back and ended up not using it and when with Champions. Can I close my current Marketing Automation account open a new one in 2.0 and start over with it? Thank you for the help.
Zoho Social allows only 4 images per post even for Facebook though API allows more than 10
I have selected only Facebook stream to be used for publishing. Now I am trying to choose more than 10 photos. It (randomly) chose up to 4 photos and then gives an error message that up to 4 photos have been chosen. The API allows more than 10 as confirmed
Zoho One - Use Project or Bigin for that?
Hello, we're testing Zoho One for our needs and if I get an answer and it works we're planning to upgrade to the full version for all our employees. I cannot understand if it fits this need. Basically we'd like to use Bigin (or Project) to take care of
Zoho Sites builder not showing the presets that we've created on our site
Hello Zoho, We've been experiencing difficulty building our site, https://www.envisionlh.co.nz/. Every time we work on the back end and we make changes, the Zoho builder shows the wrong colors but once we publish it, the live site still shows the standard
Please suggest how can I get my portalID to fetch All Projects
I am having a postman Collection https://www.postman.com/collections/35b9ef7b1e22aa00676d I need some clarity that how can i hit the GetAll Projects API and get the going. I have generated accesstoken and other things. I tried https://projectsapi.zoho.com/portals/?auth_token
Insert row in multiple sheets simultaneously?
Is it possible to insert a row or column at the same spot of more than one sheet simultaneously? Example: My document contains five sheets with the same basic structure. I would like to update this structure for all sheets by adding a new row below row 3 without repeating the same Insert > Row Below operation manually in each sheet.
Changing a date stored as text into date format
Hi all, I have imported a csv sheet with the dates fromated as text like "05 October 2023 10:40:23" and I wonder how the reformat these into a date format. Any help would be warmly welcomed. Best, Christian
To check phone number of the leads and add '+' if it do not have in Zoho CRM
We have a workflow to send welcome message using interakt for every new lead, sometimes customer do not give the phone number with + sign or code and that leads to the failure of interakt messages. Tried the below function to update the phone field but
Getting field data in Client Script from Lookup Field record
I am trying to bring field data from a related (Lookup) record into a Client Script to use it in calculations, however I cannot find any help or info on this subject. I have a custom module (Properties) and a related record in a second custom module (Markets).
activities tab going away
QUESTION: With the Activities Tab going away Dec 1st, 2023, What will show up on the "Deals" page where Open Activities and Closed Activities currently sit?
How do i stop a Client User being able to post a status to "All Projects" ?
I have read the article about posting statuses here: https://help.zoho.com/portal/en/kb/projects/collaboration/feeds/articles/add-status-to-feed#Benefits Can a client user be restricted from posting a status to "All Projects" or be restricted from posting
New project with a deadline, actions and milestones based on the deadline.
Hello. We're going to integrate Zoho Projects in our company. I know nothing about the app yet as Im still trying to set it up but it seems like Im missing the feature of setting up a deadline. So lets say I sign a deal that needs to be finished by the
Workflow trigger only works if you open and edit a record and save how can we make this trigger by mass udpate
We have a nubmer of new workflows we would like to update 3000 historical records, however it appears we have to open, edit, save, close each of the 3000 records for the workflow to update the fields required. It would be good to be able to achieve this
Send as Reply to Mass Email. Sending follow up emails in the same thread for Campaigns. (FOR CRM, Campaigns, and Marketing Automation)
Send as replies: Make mass emails indistinguishable from individual emails for more effective campaigns This would be an awesome feature to have in the Zoho ecosystem. There shold be be an option when setting up campaigns to send a follow up email as
i want specific information in my deals module to got automatically into my tour module. how do i do this?
In my converted deals I have added a checkbox for create tours. I have gone to workflow and created the rules. Everything I have tried does not seem to work. I need specific information from the deals module to automatically go into the tours module.
Yeastar Integration
Hi Hope all is well. We have implemented the Yeastar integration with ZOHO CRM. Form within the calls module we have noticed something that somewhat negates the whole purpose of the integration. If I make a call from the calls module ( its a Scheduled
Microsoft Teams Integration with Zoho CRM
Hi everybody! I'm looking for a way to connect Microsoft Teams to Zoho CRM. I need that to automatically log Call data (such as duration, quantity) on The Zoho CRM Customer/Contact Page. I read about a MS Teams - Zoho Integration, but I'm not finding
Bookings link go to Spam
Whenever I send my company's bookings link to anyone especially gmail clients, the email goes to their spam box
Zoho Booking Emails Sent Out to Customer
Is there a way to remove the "Add to Zoho Calendar" button on the email sent out? And is there a way to remove the colors of the Zoho logo brand on the bottom of the body of the email?
Custom fields not displaying in reports or API calls
I have created custom fields in both Invoices and Sales Orders. If I create a report and download as a csv the custom fields show up in the Invoices section, but in Sales Orders they are blank. Similarly, if I do an API call on records I can get an array
How to capture Tax Exclusive figures in Expenses reports
Hi, When we exporting Expenses reports in Zoho books on those reports, we cannot see Tax Exclusive amounts for entered expenses with Tax inclusive amounts. This issue we can see only for Expenses related reports and how can we fix this? Thank you, N
Updating an existing record through an email template link click
Hi, I want to start sending emails through Workflows that I have in Zoho CRM Now the emails are sent via email template And there is an option to create a click button that can transfer me to all kinds of systems within Zoho For example - 1. Zoho Survey
Snippet issues
1) you can only create, delete, and edit snippets while making a reply. That means if I want to create a snippet, i have to enter a ticket and then click "reply". Does this make any sense at all? There should be a stand alone page for making canned
openUrl returning "unable to process your request" with "iam-security-error" in new URL
Hello! I have a deluge script that's doing a couple of things off a button press. When openUrl tries to open a new window, I get "Unable to process request." The URL, however, is valid as I have simply returned the URL with copy/ paste and successfully
Create a rule to allow only one related contact has custom checkbox checked
As noted on this page a custom check box is needed for contacts in order to correctly sync the primary contact for each client/account: https://www.zoho.com/us/invoice/kb/contacts/crm-primary-contact.html How do you validate, when a contact is created
There is no mail box available for your account
Hi, I have the following issue. I give it click: request admin for mailbox but no request arrives. I appreciate the help
is there any possibility to communicate zoho with different platforms
Goodmorning , i would like to know if there is any possibility to trigger zoho ticket system using another platform . For example : customer goes to their back office , selects a product that is bought , wants to create ticket , hit the create ticket
Workflow to log time spent in an department
Hi, We have a reporting ask to be able to see how long a ticket has spent in one department as tickets get moved around a lot of our departments frequently. When a ticket is raised in Department B and then moved to the Department A we have a workflow
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