SalesIQ tracking for Zoho Campaigns Forms
Hi there, We have been using SalesIQ and Zoho Campaigns for several years, however, we have just started to experiment with using Forms in Campaigns to add subscribers to lists. We have a landing page on our website and on the landing page we have added
Stateless Form: Close the Window
A simple question: I have a stateless form and want one the the buttons on the bottom to close the form's browser window. I tried openUrl("javascript:self.close();", "same window"); but that's not working in Chrome. John M. Whitney
Problem with nodejs-sdk-5.0
Hi, I recently updated our codebase to use the new 5.0 version (Used 2.0 before that). Everything works fine in local but when it's built into a docker container I get a error message: SDKException [Error]: TypeError: responseHandler.getMessage(...).getValue
Skip logic not working on multi-select many answers question type
I have a question with 4 possible answers, and multiple answers allowed. Multiple choice – multiple answers CLOSE IF NEITHER A OR B SELECTED Q2. What age(s) are your children? a. 0-3 years b. 4-5 years c. 6-8 years d. 8 years+ Respondents should be sent
CRM Hack #4: Instant access to a Lead from a link in the email template.
Hello everyone! It's that day of the week and we are back with a hack. I'm going to share an interesting yet useful hack that lands a lead as a link in the email template, something that comes handy in your day to day business. What problem does this hack solve? As a lead owner, you get notified when a lead is assigned to you. This hack adds more value to the notification email by inserting a hyperlink to help navigate to the newly assigned lead in CRM.This enables instant follow-up and
Error Occured Sign-up
Hello, I'm having trouble creating the email address: support@nyshoppingzone.com Can someone please help? Thanks! P.S. I'm getting "error occurred"
I don't see my colleagues accounts, contacts and potential
Hello! We have started to use ZOHO with my team and would like to find out if it's something we want to use in the future. We are still on free licence and we have the problem that I don't see my colleagues accounts, contacts and potential. So I see just
New Features rolled out on Sept 15, 2023
Advanced Analytics for Mixpanel We're happy to introduce the Advanced Analytics connector for Mixpanel. It enables you to import data from all your events in Mixpanel and create reports to visualize trends. It'll help you get deep insights into your user
Get record related image
Hi, May I ask how how to get/download record customer field image by using API? (not record image) I can't find such API in API doc
Important update: Zoho Mail Desktop Lite Users - Deprecating support for legacy Windows versions (8.1 or older)
Hello Community, With the release of the latest version of Zoho Mail Desktop Lite (v1.6), we want to keep our users informed that the same will not be supported in Windows 8.1 and the previous versions (Windows 8, 7, etc.) Will I get any updates for the
Zoho People Integration
Hi When will there be an integration with Zoho People please? I know this is not currently provided. Either: 1) Being able to access a zoho form directly into zoho people so their approval system can be applied to the form. or 2) Being able to populate a Zoho form with Zoho People data (eg Line manager and Line manager email) so the email template can be set to email that email address. Ideally it would still be able to be sent from a public link with this data, as it would be regular employees
Zoho is down for our team in INDIA
Hi You are showing that your services is up in CHENNAI but not one of our Indian team can access our ZOHO products currently. This is urgent, please can you advise status ASAP
Is it possible to change incoming call ringtone in zoho cliq ?
Can we have a option in zoho cliq to change the ringtone of the incoming calls because currently there is a default ringtone setup for everyone in the office premises and there is no option in zoho cliq to change it . So Is there any future plan to add
CRM - Operators available while Searching Records
Hi! Because there's a records limit of 200 records that we can fetch from both functions : getRecords(...) and searchRecords(...), I want specify the critera of my search. In the documentation available for the searchRecords(...) function : https://www.zoho.com/deluge/help/crm/search-records.html. There's only two operators available : equals and start_with. In my case, I would like to use a negative operator to be able search any records NOT EQUALS to a status because I have more than 10 status
Zoho FSM Integration Series #1: Zoho FSM and Zoho Books/Invoice
In this series, we will throw light on how you can leverage the incredible power inherent in Zoho FSM to extend its functionalities through integrations, both native and custom. We will delve into the numerous use cases that can be achieved through these
Is there a way to invoke a function using <a> tag in html snippet in zoho creator page?
Is there a way to invoke a function using <a> tag in html snippet in zoho creator page?
Issue with connecting multiple users to the same login
I am having trouble connecting multiple users to the same login. I sent an invitation to the users, but they were prompted to create new Zoho accounts instead of being able to connect to the same login. I have tried connecting through different web browsers,
Zoho Desk Notifications
Hello, I am curious if anyone would have a solution to this issue I am having. Within our ticketing system we utilize several different ticketing statuses to stay organized. Most statuses are "On Hold" status type and we have our agents set their views
Ticket status update delay
I've initiated the process by generating several tickets within the Zoho Desk. Subsequently, I modified the status of some of these tickets from "OPEN" to "CLOSE." Afterward, I attempted to retrieve these modified tickets through an API call. Although
Zoho APIs for ServiceNow/Connectwise
Are there usable APIs between ZOHO and ServiceNOW/ConnectWise, purely for ticketing so we can transfer incidents/requests between the systems? We are using Zoho Desk and the other region is using ServiceNow/ConnectWise.
Bug With Snippets Button
When I hover over the Snippets button, the quick menu appears, but when I move my mouse down to select anything, the menu flickers, every time. I'm not sure if it's a hover target thing, but hopefully it can be fixed. I've attached a screen recording
Multiple email addresses per contact
Hello, Currently it is only possible to save two email addresses per contact, primary and secondary. But... - Now a days people tend to change their jobs quite often = new email address - People get divorced = new email address in case they had a shared
How to: Matching Two Inputs Across Two Tables to Pull Data
I'm familiarizing myself with Zoho Analytics (ZA) and the 'advanced' features such as Query Tables, Lookup columns, etc. As a MS Excel expert, I'm able to do just about anything with excel's built in formulas, but I've decided to take my love of data analysis to another level with ZA I'm hoping someone can guide me in the right direction. Here's a parallel example to my issue: I have two tables, "Warehouse Travelers" and "Merchandise Pricing". We will refer to them as WT and MP. WT: contains
Sorting in zoho analytics query tables
Hi There, How can I sort my more than one column using a query table in zoho analytics. I want to sort by business unit, then probability and then by closing date. I have designed a sql statement with an order by clause which works for the design mode
Zoho Template Metrics
I ran into an issue this morning where my template metrics for the Contacts Module were not populating. I ran a report to see who opened and confirmed the email was sent, but usually, the template will populate open/click metrics based on the sends. Has
AfterShip No Longer Supporting Royal Mail
I discovered this morning that Zoho is no longer supporting Aftership tracking for Royal Mail. I am annoyed as I received no advanced notice of this and have just wasted a lot of time working out why Royal Mail is no longer listed as a carrier. This is not the way to treat loyal customers Zoho.
why this code window.open('url','width=600,height=600,scrollbars=Yes,resizable=no') does not work in my zoho widget but works in browser
So my question is why above code does not work in my zoho widget but works in the browser
Viewing quantities of creator application data from lots of forms on a single portal user
We are going to utilize a creator application portal to onboard clients. For the clients' ease of use it will be lots of smaller easily digestible forms. The simplest built in integration of custom related lists limits us to a maximum of 5 custom related
Kaizen #67 - Email the contact roles of a deal using Functions
Happy New Year everyone! We hope you had a wonderful holiday season and are ready to tackle all of the challenges and opportunities that the new year brings. In the previous post, we discussed the Contact Roles APIs in Zoho CRM. Today, we will show you
Write off unpaid portion of customer opening balance
We have a client who had an opening balance when we migrated to Zoho Books almost two years ago, but has never been invoiced in Zoho Books. A partial payment was made last year toward that opening balance, and now we would like to write off the remainder
Zoho One et licences pour intervenants indépendants (freelances) non salariés
Bonjour, J'envisage de souscrire à Zoho One pour tous les employés. En plus de cela, je travaille avec des intervenant freelance externes à l'entreprise à qui j'aurais besoin de créer des accès Zoho Desk, Zoho Connect, Zoho Cliq et p-e Zoho Mail. Est
【Zoho CRM】「メールの信頼性のレポート」の紹介
こんにちは！弊社サポートチームが作成した「Zoho CRM のアップデート情報」の記事の中から１つ取り上げて紹介します。 メールの信頼性のレポート機能リリースのお知らせ：https://zurl.co/zoTu *当機能はZoho CRM スタンダートプラン以上、 すべてのデータセンターでご利用いただけます。(2023年10月時点) ◾️️機能概要 Zoho CRM の各組織から送信されるメールの信頼性向上につなげるための機能として、「メールの信頼性」レポート機能が追加されました。 このレポートでは、メールの到達・不達状況や信頼性に関する指標データを確認でき、
Zoho Assist API - python and requests library
I am using the following python code which results in an error 400. I setup the self-client and have received a clean token and can generate a new token via my refresh token. import requests import datetime import time import json api_url = 'https://assist.zoho.com/api/v2/reports'
Incoming SMS Alert / Notification
At the moment, we keep missing incoming SMS as they are only appearing as an alert with the "bell". This is still helpful but is combined with so many more notifcations. If the SMS could either pop up as a notification on the bottom right like interview
Lookup fields and self referencing tables.
Is there any reason why using a Lookup field to select a record from the same table doesn't work? For a CMS system, I wish to create a hierarchy of web pages where sub-pages 'point' to their parent page which itself is a child page of another parent page etc. I don't want to limit the number of levels that the web site requires. The most structured way of pointing to another page is to use a Lookup field for the ID of that page. I have tried to do this put the field doesn't appear in the form. Does
Lookup field to the same form
Hi, I'd like to create a lookup field that points to the same form where i'm creating the form. Is it possible somehow? I want one record to point to another record in the same form, based on some critierias. Thank you.
Adding package details
I am using batch tracking to track lot numbers and expiration dates of each SKU. Once a package has been created, I would like my fulfillment employees to be able to add the lot numbers and expiration dates of the items being shipped to the packing slip.
Zoho sign Itsme integration QES
Hi, In order to comply with the european eIDAS-regulation in Belgium, we need to be able to let people sign documents using an Qualified Electronic Signature (QES). This is required by law for Employment documents or certain contracts. The current solutions
Report - Group By Month?
Hi all, Is it possible to group by month in reports by any chance? Many thanks
Mass Tagging Of Subscribers Who Clicked A Link - AFTER Campaign Is Sent
I love the feature that lets you add a tag to a contact automatically when they click a link in a campaign, but it would be super useful to be able to do this en-masse for previous campaigns sent before automated tagging was setup. I just started tagging
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