Copy emojis to remote computer
When I try to copy a emoji from a Windows & macOS computer to a remote computer using Zoho Assist it dont work, I just get some wierd looking character. How do I solve this?
How to set up for both B2C and B2B
I am new to Zoho CRM and I mostly sell to individuals, but I do sell sometimes sell to business. Should I just put the individuals into contacts and the business in accounts, or would this negate some functionality of Zoho CRM. Would I be better off making the individuals name be the name of the account?
Make a call direct from zoho CRM and register call
I have a contact list in CRM and i need to register calls for follow up. I can open the new call window and track the call but how can i actually call the contact (e.g. using skype) direct from the New Call window??
How to get KPI'S Difference in between Latest values to Previous values in percentages
Please how can I get this below KPI's difference of previous value to Latest value Please let me know how to achieve it. I need to Know How to Show the below KPI's Percentage Values. This is my dashboard KPI's How can get that negative values of KPI
Deal Creation
How I can include all details / information entered with a contact / company to create any deal for that contact in Bigin?
Tip of the Week: Exclude from Dashboard Filter
Sometimes you want your reports to remain unchanged regardless of the filters applied in your dashboard. For example, if you have a report comparing current and previous year performance, filtering by year will make it lose its purpose. In Zoho Reports, you can easily choose to exclude a particular report in a dashboard from getting filtered using the Exclude Dashboard Filter option.
Introducing Workflow for Facebook and Twitter
Hello everyone, We have recently introduced workflows for Facebook and Twitter. The feature will allow you to automate a comment, reaction, reply or like when you receive a comment or post from the customers. Consider a subscriber makes a post on your Facebook page complaining about an unsuccessful renewal. It needs immediate attention because the subscription is about to expire. You can set a workflow that automatically posts a comment stating that an agent will contact him within 24 hours. By
How to add further levels of product category in Zoho CRM?
In Zoho CRM I have choice of product category. Eg. Software, Hardware, Services. I know I can add more categories. But I would like to add child and grand child categories under each. Eg. Hardware > End user device > Laptop Or Hardware > Server >
"Your connection is not secure" - SSL Certificate Error
Hello, We have a zoho account for Nextide Academy. Currently helpdesk.nextideacademy.org is mapped to Zoho Helpdesk. When I tried to access the site, I'm getting the "Your connection is not secure" and your software is completely unusable. If you are going to force us with this SSL error for free accounts, may be you should not advertise it as a free account. You may have as well said that it has to be a paid account. What's the resolution to get rid of this? Thank you
How to automate a Lookup field using deluge?
I have a Multi-Select Lookup field that I need to auto-populate when a 'NETO' text field is populated. Or, maybe make the Lookup field look up for the records based on the 'NETO' text field. I tried creating a script to copy the 'NETO' text field to the
FSM excellent news with crm
Finally FSM has landed. Our two areas that we need are the ability for site engineers to report what they do normally with a check list plus a photo. Secondly to set reminders on assets for annual service visits. What is the time scale on this please.
Cant export a panel from a public view
Hi! Since yesterday users that access through a public view cant export a panel as a PDF. The option is enable but it loads and loads but nothing happens
Payments, Zoho Checkout integration with Books
Hello, The question is about zoho checkout and its payment pages. Is there any way to auto-populate any field in the payment page, or to pass somehow a contact's ID to it? Why I want to do this is because currently I have zoho checkout integration with zoho books set up and the customers with payments get reflected in there. What I want to do is somehow to connect it with zoho CRM so I can update specific customer's field when the payment is made. Is this possible or are there any more efficient
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More Filters Under Adjustments
Hello, please add more filters to the adjustment module. Created by SKU Thank you
Add new item limitations?
Hi, In my Zoho Books, when I create a new item, only the "Sales Information" section is available. The "Purchase Information" and the "Track inventory for this item" sections are not available. Is this due to some config in preferences? Or is it a limitation
Mobile app layout on tablet
I've just started to use Zoho email, and installed the mobile app on my 8 inch Samsung Galaxy Tab A tablet. The layout looks just like the desktop website view, and is very hard to read, being quite small. How can I get the view to use a mobile layo
Webinar - Boosting Lead Generation with Landing Page Campaigns
Hello Marketing Trailblazers! Are you ready to revolutionize your lead generation game? Join us for an exclusive webinar where we deep dive into one of the most useful types of landing pages, lead generation landing pages. Whether your business is just
How to use Zoho Contacts and Calendar directly in Android phone
I have a Samsung S21 Android phone. When entering contacts into the phone directly, there is no option to save them to Zoho contacts, is there a way to do that? The same applies for calendar entries. I want Zoho Contacts and Calendar to be my primary
Vendors API
Hello, How can I create a vendors with the zoho books api
mail forwarded to a group
i cant seem to forward all emails from an account eg (individual user email) info@xyz.com to (group email) staff@xyz.com. i went into info@ user and selected the group as a forward. Is this not possible?
Sending Invoice and Payment Receipt Link to Customers
Hi, I have 2 problems" 1)We wanted to send Zoho Invoice Link on Whatsapp programatically usign API so that the customer clicks the link and downloads the PDF of the invoice along with the Payment Receipt. I am unable to do this. Which API should I use
Mail Merge Fillable Fields updating CRM fields
Hello All, We use Zoho Sign with mail merge templates to send contracts for signature to our clients. I would like to know if its possible to have a fillable field (Checkbox) in the document that could update a field in the Contacts module on Zoho CRM
Publish Subscribe Model implementation for India
Hi All, I am new to the Zoho books system . I want to integrate the system with 3rd party system but that should be used as Publisher Subscriber Model for India as no developer console is provided any work around or help is apricated .
What are the differences between Zoho One and Zoho Workspace?
What are the differences between Zoho One and Zoho Workspace?
Once again my contacts won't sync from CRM to Campaigns
I am trying to sync another group of contacts from CRM to Campaigns. I don't understand why it's not working. Attached is a screen shot of the error message I'm getting. Do I need a new key every time I sync a group of contacts? This is very frustrating. AND I am trying to send a second email to people who have not opened a previous email. I tried creating a new segment but I can't get the criteria right. Why isn't it possible to select individuals within a segment and send to them. There are already
Request for Integration Guidelines: Zoho Form to Zoho Campaign Contact
I am reaching out to request guidance on integrating a single-page HTML form with Zoho Campaign's contact segments. Our goal is to seamlessly capture form details and submit them directly to our Zoho Campaign database for more efficient lead management
Keynote
How do I create keynote speakers for the various sessions? One has appeared as a Keynote (I do not know how I did that) but I cannot now add other Keynote speakers.
Data Alerts
Data Alerts offers real-time monitoring, timely decision-making, and proactive issue identification. Customizable triggers enables tailored alerts, aiding efficient resource allocation and remote monitoring. These alerts foster user engagement, accountability,
E-Mailvorlagen: Die Schriftart "Open Sans" hinzufügen
Bitte Schriftart "Open Sans" hinzufügen. In der Vorlagen wird die Schriftart "Open Sans" angeboten. Das bedeutet, die aus Books erstellten kaufmännischen Dokumente (zum Beispiel PDF) haben die Schriftart "Open Sans". (Siehe Bild) Wenn dann das Dokument
How to change the preselected payment gateway - Zoho Froms
Hello all, I have Stripe and PayPal as payment gateways and PayPal appears as the preselected payment gateway automatically, while I want Stripe to be the preselected gateway. I have no idea how to achieve this. Any help would be warmly welcomed. Thank
Image won't import in mail merge templates
I want to setup a dynamic brochure for printing that contains certain merge fields within the Potentials module of Zoho CRM, using Zoho Writer to generate the brochure. I do this as follows; Select Print Preview in the Potential page Choose a Template
Use CRM variable with function to insert multi-line text into quote template
Hello: I've looked online and seen this asked before but not come across a solution. Here's what I'm trying to do: We have two different versions of product disclosures for our quotes. They aren't very long-one is 21 words and the other is 40 words. I
Mail merge data from custom module(s)?
Hi, I've created a custom module in Zoho CRM because my business deals with several types of contacts and the information needed for each category is very different, but one of the things I need to be able to do with each of these modules is mail merge
CRM Portal updates: Revised pricing and support for plugin modules
Hello folks, We have two changes with respect to portals in CRM. Revised pricing for portal user licenses The price of portal user licenses is now $5/user/month. This was the lowest price in the previous scheme, and now it'll be applied to all portal
Mail Merge into Contracts/Documents
I have a house painting business. I have designed an estimating program in Excel (though I would like to make a better one in Zoho Creator if that is possible), and I want to merge fields from this estimating form into 2 forms: a proposal/contract for
Multiple Issues
Hello, We have encountered several issues and setbacks setting up our TeamInbox 1. Inability to change the Sync From date value in the IMAP inboxes. If we want to change them we need to delete the entire inbox and add them back. 2. Inability to modify
Is creating this Order Management tool possible in Zoho Creator?
Hello! My company is looking to automate our open orders (we still use paper…) and has tasked me with finding a solution. I have worked with Smartsheet and ventured down a few other platforms that have not worked. (Our POS is pretty limited and does not
How to add and remove fields that can be mapped when importing from Excel
I am trying to import an Excel sheet which will come out of our POS and create an Order Management tool. When I try to import it says I have to map columns, but when I go in to map them, there are "required" fields like "Delivery Agency" which we will
our outgoing email services are blocked
Zoho team. Please help us. Seems like we're not able to send the email from all emails hosted in Zoho.
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