Automate unavailability in CRM calendar
Dear all, We've been focused on enhancing the Zoho CRM calendar synchronization to ensure you always remain in sync, regardless of where you schedule your meetings or events. After updating the Google and Microsoft calendars, we're now introducing synchronization
Same product in multiple Item line of a Quote/Invoice/Sales Orders cant Update by API
Hi, In a Quote there are multiple item line product (Same product Code are in multiple item line) in a Quote . If this Quote I want to update by API then this Quote is updated but not the Item line Products (Product details). Whats the reason? Or if have the solution then plz send me.
Help !!!!
Je souhaite réaliser des calculs sur les montants de ma table 'table_faits' en les multipliant par les coefficients correspondants. Cependant, il est essentiel que cela soit fait de manière séquentielle, en commençant par un type de mouvement spécifique,
SalesIQ cannot be opened because the developer cannot be verified
the promoted SalesIQ Mac App is having a trouble to get installed: I followed the link on https://www.zoho.com/salesiq/help/live-chat-for-your-desktop-and-mobile-devices.html which says Download on Mac App Store but it actually downoads a .dmg which then
Layout Rules in Candidate Application Form
It would be super helpful to have layout rules to further customize the candidate application form to our business. So for example, if they answer 'Yes' to a question, another question appears for them to answer (that was previously hidden) or a question
Facebook group not showing in add list
I am trying to add a Facebook group as one of the channel but after providing user credentials it is not showing up the required group. i was able to add Facebook page though .
Accounting on the Go Series-9: Biometric Authentication - A Secure and Convenient Way to Access Zoho Books
Hello all, Welcome to another episode of our "Accounting On-the-Go" series. Today, we'd like to introduce you to a feature that combines robust security with ultimate convenience in your Zoho Books mobile app: Biometric Authentication. The Need for Enhanced
Community Digest - octubre de 2023
Community Digest, octubre de 2023 ¡Hola! ¿A alguien más se le ha pasado el 2023 volando? Será porque hemos estado muy activos y aprovechando cada oportunidad para poder reunirnos con vosotros en persona. Sin ir más lejos, ha pasado cerca de un mes desde
saving the email of a mail merge document to a contact record
I've created a mail merge template and an email along with it. I have successfully created a Workflow to execute the mail merge and send the email. However, it doesn't save the email to the contact record. Does anyone know how o make this work? My client
Increase Custom Fields Title characters limit
Hello There is any way to increase fields title limit of characters? I need a Custom Field with the Title: Empresa Associada (Conta Principal) (Conta) But for some limitation the Field limit to "Empresa Associada (Conta Princ"
Register Now for our Upcoming Fourth Webinar to Enhance Productivity Using Zoho Desk
Hello all, We are gearing up for our fourth session in the webinar Series. Webinar Topic: Automate your customer service activities and increase productivity Date & Time (PDT): November 6, 2023, at 11:00 am | Registration Link: https://zurl.co/hOMW (IST):
How to automatically repeat task on specific days?
Hello there, I would like to ask if is it possible to create a task, that will repeat every tuesday and friday? I see only options such as: every day, every week etc. Thanks in advance, Anna
Zoho Projects as a universal task engine for CRM
Zoho CRM has an internal task system, and has a very limited interface to Zoho Projects. You can connect to Projects, but the use case after that is very limited. Can't trigger them in workflows, track/manage/report by Account, etc. However, Zoho Projects
Disable approvals in Zoho Expense
Hello, is there a way to disable approvals for Trips in Zoho Expense? Thank you
Desk - Astuce #5 : Déplacer les tickets entre les départements
Bonjour à tous, Il n'est pas rare que vos clients créent des tickets dans un département qui n'a pas l'expertise requise pour les traiter. Vous devez transférer ces tickets vers le département concerné, afin qu'ils ne passent pas à travers les mailles
Dev edition: webhook related rules link is broken
- Using CRM Dev edition (doesn't happen on production trial). - Create a webhook - Use the webhook in a workflow rule. - Go to Automation -> Actions -> Webhooks - Click on the webhook (the url is https://developers.zoho.com/crm/settings/workflow-webhooks/4532304000000112978)
Enable workflow through api
Hi guys, I have created an app in Zoho Creator and I am using Zoho Books. Zoho Creator is going to be my source for customer data in Zoho Books. Now I want to create a settings form in Creator to enable or disable the sync to Zoho Books. This is relevant
Exporting filtered views through Zoho CRM
I love Zoho CRM, but one thing that bothers me endlessly is the fact that you can't export a view. What you'd expect from a modern CRM is that you can: - Go to a module - Select a certain view - Enter some additional filters - And then click on a button
I'm not seeing associated contacts on the project details tab
Hello! I would like to see the contacts associated with my projects on the "details" tab and ideally on the "widgets" tab. I tried adding a custom property with a "user" pick list but it's only showing internal users not client users. Is there a way to
Zml formating for mobile view
Hi, I've got a zml snippet with about 8 elements consisting of panels and charts. When in mobile view the charts and panels don't dynamically move to make it mobile friendly like they do when you just have the drag and drop elements. I've tried to make
How to get failed Webhooks for CRM
Is there a way to find the failed Webhooks in CRM? Other products seem to have it, e.g. SalesIQ Thanks.
How can I pass the zoho.currenttime to a Zoho Creator Date Time field from Zoho CRM
Hello guys, Maybe it is an easy question but whatever way I am trying to use I always get an "Please enter a valid date time format". I would like to pass somehow the Current Date/time from a zoho crm function to a date/time field in creator like the
My email campaign sent to quarantine (infomail) not inbox
Hi, I have authenticated the domain email (SPF and DKIM) for Zoho campaign. But when I send a campaign email, the email doesn't go directly to the inbox but it goes to quarantine (infomail). Since it is very important for campaign emails to go to the
Check if every field has been filled in.
In my form I want to check if all fields are filled in and if so, set the value of a decision field (Info_compleet) to true. If there is any field that's empty, I want that Info_compleet to be set to false. Info_compleet, together with another decision
Is it possible to trigger a CRM field update based on a Zoho Mail Send?
Hi there, I'm working with a client who would like to have their Zoho mail email sends automatically update the last activity date for a lead/potential/contact record in CRM, and have had several individuals with Zoho Creator experience, along with Zoho
Pourquoi Zia ne peut pas être activée dans mon Help Center ?
Bonjour, Je ne parviens pas à activer Zia pour traduire automatiquement les articles de mon Help Center ?
How to include a link in email using variable
Hi, we are using "other service" a the web diffusion service. (It's a zoom link but we haven't found a way to use the embedded zoom service using multiple zoom licences (we can't select which zoom webinar licence we want to use)). How can we use the variable
Zoho Desk Workflow perform action x minutes after new ticket is created
I want to perform an action x minutes after a new ticket is created. I tested this with with the following but it did not trigger the email Alert action. Execute on: Create Criteria: Time to respond is Greater than 1 minutes Actions: Send an email alert
Re-send QR code to attendees
Hello, is it possible to re-send the QR code to registered attendees? We want to include the QR code in the reminder email which we are sending one day before the event so that guests won't have to look too long for it on the day. So far I haven't been
Highlight shortcut key in Zoho Notebook
What is the shortcut key for highlight in Zoho Notebook?
Tip #16: Ask Zia your data-related questions and get powerful insights
Zoho Sheet provides a variety of tools and functionalities to help you analyze your data from end to end. But what if you could analyze all your data sets with a single AI-powered tool? Meet Zia, our smart virtual assistant who will answer all your data-related
コミュニティダイジェスト 2023年10月
こんにちは。Zoho コミュニティチームです。 毎月、前月に行われたフォーラム上での議論やZoho からの製品アップデート情報やイベントと情報をまとめた「コミュニティダイジェスト」を投稿しています。 10月の活動は以下のとおりです。 [ Zoho CRM に関する アップデート情報 ] 「メールの信頼性のレポート」の紹介 キーボードショートカット機能導入のお知らせ Microsoft Office 365 カレンダーの同期機能に関するアップデート [ ディスカッション ] 自社事例報告：ZohoBooksからマネーフォワード請求書にデータを送るシステムの解説をしました
Mail merge template, fillable fields, + Zoho Sign
I'm working on a client's CRM. They want to integrate Zoho Sign with the CRM by creating a mail merge template and have some values pre-populated from a module's data. But they also want to be able to add extra information that isn't available in the
URGENT: Numerous problems with Zoho Campaigns
To whom it may concern, I have been experiencing numerous problems with Zoho campaigns over the past few days. These problems are cause serious implications for our marketing and tracking and are urgent that we get solutions to fix them. I have listed
Show number of Associated Accounts in ticket view
When viewing a Contact record in Desk it has this indicator when they are associated with multiple accounts. In this example the Primary Account is Core Sound Imaging, but I see there are 3 additional associated accounts. You have no such indicator in
How to prevent ticket re-activation at reception of absence notices?
If we mail the customer and have to wait for his response, we set the status to 'Wait Customer'. If customer as configured an auto-responder, the ticket gets thrown on the agents desk right seconds later and additionally the agent gets an email about
How do I change standard text strings (eg "Add to cart")
Hi I'd like to be able to change some of the standard text strings in a template. Specifically I want to change the "View details" button on the product list to "Buy now", the "Add to cart" button on a product to "Add to basket", and the "View cart" button
How to share stories from Zoho Social and how to share stories people have tagged us in from Zoho social on Facebook and Instagram
Hi, I need some help figuring out how we can schedule stories on Zoho for Instagram and Facebook and how we can reshare stories we've been tagged in (DM'd) on Instagram and Facebook. Thanks Sonia
Problemas con el envio de mensajes Whatsapp
Hola buenas tarde tengo un problema referente al envió de mensajes por Whats app ya que al intentar realizar un envió de 500 a 800 mensajes masivos, mi numero de teléfono por el que se estaba realizando el envió fue bloqueado por Whatsapp quería ver si hay algún contacto directo de Zoho por que me pueda poner en contacto para encontrarle solución a mi problema.
Trying to automate some logged calls association with the correct deals
Hello, I have a Deluge function set up that properly uses a deal's ID to search for calls related to an account and return the most recent call's ID. I'm able to update any field in this call with zoho.crm.updateRecord. The one field I'm having issues
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