Shopify Variables - Abandoned Cart
I'm working on creating some Flows to take information from an Abandoned cart in Shopify and create a lead to follow up with in Zoho CRM. The trigger for Abandoned Cart does NOT contain any variables pertaining to the Line Item/Product/SKU/Etc. However,
Mail Account Blocked After VPN
Hi zoho team, I am blocked too after used shark vpn, can you please help me unblock my account: willysu@maidee.com.tw backup e-mail: suwill@gmail.com This time, even my webmail is blocked at the same time, I really need my account back urgently! Thanks
Agent Export Enhancements Request
It would be nice if the Export functionality included the following information in addition to existing information for the Export Agent option: License type (Agent vs Light Agent) Roles and Profiles To more easily review access
Agent Management page enhancements request
It would be nice if the Agent management screen had some additional features: A tab for Full Agents. Light agents exists, All agents exist but there isn't a listing of full agents. This would be a nice feature. License totals and licenses used. It would
Sort list by count (occurance) or character count
Wondering how to sort a list by either occurrence count or character count. I have: toppfs = LP_inventory_form[AUCTION_TITLE_ROOT = input.AUCTION_TITLE_ROOT].Pressing_features.getAll().distinct(); toppfs.sort(true); input.Pressing_features:ui.add(toppfs);
Custom Function Validation - What Determines Fields in "record"
While attempting to setup a custom validator function on a field in the Accounts module I saw this bit of code entityMap = crmAPIRequest.toMap().get("record"); The only parameter passed to the function is the "crmAPIRequest", but the field I would like to access is not available in the "record" object of the parameter. There are 14 fields in the "record", but I can't seem to determine what causes a field to be in the "record" and where I might be able to change that. I don't seem to be able to adjust
Cannot reply to ticket
i have a situation where when I click "Reply" "Reply to All" or "Forward" on certain tickets, it doesn't open the editor and start a reply. What happens is that is "shrinks" the current message I am looking at (in the same fashion as what happens when
How to clone Email Templates across modules in Zoho CRM.
Hello Everyone, In today's post, we are going to look at cloning of email templates, one of the most widely requested features by many of you. Let us see how to clone an Email Template across modules in Zoho CRM. Email Templates play a crucial role in creating your Email Campaigns. A lot of effort is taken to perfect your Templates from content, design, including merging of tags. The option to create a Template and clone it across other modules makes it easier when setting up campaigns. To clone
Bigin iOS/ macOS and Android app update
Hey everyone! In the latest update to the Bigin mobile app for iOS(v1.7.3), macOS(v1.5.3) and Android(v1.6.6), we have introduced support for Checklist, File Upload options and Partial Save support in the Stage Transition Rules. Checklist and File Upload
Publishing a page Landings
Hello , I have a Zoho One subscription and I need to use the facilities of the Zoho Landings software. However, I can’t find a way to add Landings to my Zoho ONE bundle. Also, when accessing https://www.zoho.com/landingpage/ I cannot publish the page
Is There An OpenAPI Specification For All ZohoCRM APIs?
I'm new to APIs. I understand that the OpenAPI / Swagger specification allows for a JSON definition package that can be imported into e.g. Azure API Management. Does such a file exist for Zoho CRM APIs?
Flow Custom Function to remove text from @email.com
I am using Flow to automatically send a slack notification when a new row is added to a google sheet. One of the fields in the sheet is email address but I don't want to send through the whole email address to the slack notification. Ideally just the
Best way to handle customer pre-payment of billable expenses?
I run a web/IT consulting company and have billable expenses that my clients pre-pay for. This includes things like domain name registration/renewal, web hosting, cloud services (Google Workspace, Microsoft 365, etc). I would like to be able to send my
Franchise Like Structure
We are building a company that certifies consultants in a form of community based Impact Economics. We currently use Zoho (at the holding company level) and would like for each certified consultant to also use ZOHO One to run their businesses. Each consultant will be running their own private company, however, we would like to use the following applications across the entire platform of businesses. Connect Cliq Meeting People Showtime Is there a way to set it up so that each certified consultant
Setting up income accounts
I want to set up a way to divide gross income in to separate accounts in my accounting system. I have agreements with third parties to divide gross income based on percentages: All of our income is from online services. I want to divide income into the
Is there a way to access the data of a cell from a different spreadsheet?
Let's say we have two spreadsheets that are both accessible from the same zoho documents account: docA and docB Can we write a formula in cell in docA that references a cell from docB? What is the syntax to do so?
Konto-Typ ändern eines Kontos ändern
In der G+V (Bilanz werden einige Konten falsch ausgewiesen, weil sie bei der Anlage des Kontos einen falschen Konto-Typ zugeordnet wurden. Wie lässt sich im Nachhinein der Konto-Typ eines Kontos ändern?
Zoho Books: periodic customer statements
I need to set up periodic sending of customer statements. I can't find this in Zoho Books?
Connect Zoho with Linkedin's Page
Hi, I'm having a problem to connect with Linkedin company's page. My personal Linkedin account are connected to manage the company's page but when I want to add the company's page to Zoho, it didn't worked. I thought by connecting my personal Linkedin
Restrict User Access to Item Rate
Hi All, The problem I'm having is that even when selecting user permission to view items, users are still able to edit the item rate within estimates and invoices. Is there anyway to restrict this so that it can't be used as a work around discount? Any
Introducing Price Lists in Zoho Books
We've introduced Price lists in Zoho Books. Price lists allows you to maintain a customized set of rates against the standard rates you maintain for your items. Price lists can be created in any currency and associated with customers. If you create it in your base currency, you can associate it with customers from other countries too. You can choose to mark up or mark down prices (percentage), or enter custom rates for all your items. With Price lists, you can define and maintain custom rates for
Bulk emailing on schedule, every week.
Hello. The problem is that in Zoho CRM and Zoho Campaigns it is not possible to set up mass mailing of emails on a schedule, for example every week. It is only possible to specify a specific sending date. Is it possible for Zoho to send mass emails to
outlook keeps asking for password of zoho mail
One of our email address ( imal@fairwayholdings.com ) keep asking email password. After i submit the application specify password it's working. Then after some time i has the same problem. Please help me to solve this matter.
Setting multiple validation rules on a text field/date field
Let's say I have a text field where they are expected to input some kind of ID. To minimize typos, we are thinking about introducing the following validation rules: - Entry has to start with "DLM-" - Entry also has to be 15 characters long Right now it's
Bring Forum and Comments into Discuss
There are a lot of ways to discuss with your team mate within Zoho Project. I can start a Cliq chat, I can comment on a project or within a task itself or I can start a Forum Post. However, I'm already finding conversations are getting lost. It seems
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お世話になっております。Zoho コミュニティチームです。 本日は、9月開催のZoho ワークアウトについてお知らせします。今回はオンラインにて開催いたします。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ ‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消をを目的とした「Zoho ワークアウト」を開催します。
how to connect whatsapp to bigin?
How to connect whatsapp with bigin?
Zoho Campaigns Sync - market to only a portion of my contacts, not all of them, having issues setting up marketing/non-marketing contacts sync
I have just under 55,000 contacts in the Zoho CRM. Most of them are being managed by the sales team. I have a subset of about 10,000 to whom I want to be actively sending marketing emails using Zoho Campaigns. I used to be able to set up my sync so only
Flexibility to upgrade or downgrade product choices within the estimate in Zoho CRM
Hello! I'm working on creating an estimate system that allows customers to easily adjust their product choices within the estimate itself. For each item listed in the estimate, customers can see the specific product associated with it. Customers can also
Zoho Support
Is it just me or is Zoho Support the most frustrating support you have ever dealt with? It takes an ungodly amount of time to explain back and forth over email to them, when you call the support line the people you speak cannot give you an answer all
How to remove the "Read More..." button at the end of my email?
When viewing my email send with Z Campaigns, there is a read more at the end. I don't see it on desktop. How it appear there? How I remove it? How I translate the button?, it's not even in the same language as the rest of zoho (!) thanks
Order form copy
Hi guys, For our books we need a copy of the order form we signed with you last year. Is it possible for you to send it to us? For our SaaS Mangement we need all relevant documents. As Zoho Creator is a yearly tool invoices are not enough data for the
Insert lead via API V2 with 'Custom Fields'
I'm trying to insert new CRM leads using API V2. The leads are created however the custom field "Notes" is not being saved. What am I doing wrong? Here is the body of my post: { "data": [ { "Company": "Zylker", "Last_Name": "Daly", "First_Name": "Paul",
How to cancel my Creator subscription?
Hello All, how the hell can I cancel my Creator subscription? Greetings Jörg
Custom View Designer for Meeting View
Would be awesome to be able to customize this screen We use this as one of our primary screens being an appointment driven business would be nice to customize to bring in Deals module and Related Contact data into the screen
Differentiate admin settings from user settings
It is unclear in the documentation that the Master Password is user-specific and only applies to personal passwords, not enterprise passwords. It is also unclear how enterprise passwords are encrypted/decrypted if the master password is not used. This
Forecasting
Zoho Analytics enables you to effectively predict your future data trends, using its forecasting feature. Forecasting in Zoho Analytics is based on powerful forecasting algorithms which analyze your past data deeply and come up with the best forecast
Live webinar: Creating a business-ready repository with Zoho WorkDrive
Hello everyone! We are excited to invite you to our upcoming webinar: Creating a business-ready repository with Zoho WorkDrive. With WorkDrive, you can store and manage your organization's files and folders in Team Folders. Experience effective and seamless
Zoho desk tickets set owner to unassigned
Hello, we are using Zoho Desk and we have a dispatch personnel who is entering the majority of our tickets. I would like our dispatch agent to be able to create a ticket and have the ticket owner default to unassigned. I doesn't make much sense in our
If I have some actions in worflow rules, will it be executed in series or in parallel?
I have set some instant actions in worflow rules like this as you can see I set 'Field Updates', 'Assign Owner' and 'Functions'. so there are 3 different actions. will those 3 actiones be executed in parallel or in series? I mean will it be executed one
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