Power of Automation - Automatic creation of timesheets when a task is added
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. The customer needed a way to automatically add a timesheet entry whenever a task is created. We have successfully accomplished
Formula in CRM
I am not sure about IF We need following A Filed--- THIS B filed --- IS or Blank C Filed--- IT D field is like A+B+ C to show but be fore each filed add "$" if B filed is "is" D filed show $THIS$is$it like this . but if B filed is Blank . i can do only
Microsoft365 / ZOHO CRM Sync - Can It Be Done?
Hi all, it seems that I can only sync ZOHO CRM with a new folder in Outlook Calendar, Contacts and Tasks, not with an existing calendar, contacts, or tasks already in Outlook/Microsoft365. Is this correct? If so, it is a pretty big limitation! Are there
How can I change default field names like Zip code or State?
I am setting up my CRM for a Canadian based company and would like to change the default field names of State Zip Code I cannot seem to find where I can change the default names? Can someone help me out? Thanks.
If all emails from Zoho Team Inbox are routed through Zoho Mail can the features on Zoho Mail be used?
Zoho Mail has a ton of features that unfortunately Zoho Team inbox lacks. Some of them are the integrations. Taking into account there is a integration for example with Zoho Books where all emails are shown on Zoho Books. Can this also be done with Zoho
Contact First Name in Potentials Email Templates
Is there any way we can use Contact First Name in a Potentials email template? Right now it is just full name, which doesn't make sense to use - "Hello Jane Doe". It would be ok to correct if that actual text showed to be corrected, but just the merge field shows. Am I missing a shortcut to do this? If not, could it be added to the collection? MP
[Upcoming Webinar] Optimizing 5 focus areas of online businesses using ecommerce analytics
According to Forbes, 79% of shoppers make online purchases on a monthly basis. With explosive ecommerce growth and its substantial share of global retail, businesses must prioritize optimizing their digital storefronts for success. Join our upcoming webinar
How to get record owner name using Zoho CRM COQL ?
I am trying to use search API and I can see the name is nested inside Owner object in JSON response like this but now, I want to use COQL and I want to get record Owner id, Owner email and Owner name { "select_query" : "SELECT Owner.id, Owner.email FROM
Duplicate/clone custom views on filters
Hello, we had to create custom views for our salesman to see which of them have open SO, we created the first, then went to clone and found no clone feature. We had to create the same filter many times, manually, when a clone feature would have taken
Reminders across Mail and Cliq
What is the logic in Zoho Mail and Zoho Cliq both having different reminder systems? I tend to spend the most of my time in Cliq so tend to use reminders there but then those don't show on the Workplace dashboard. It would be great to see one reminder
Autofill of Contacts not working
Hi, While trying to compose a new email, the contacts auto-fill feature is not working for existing contacts. Regards, Prashant Menon
Returning records using Email as criteria
Hi All Completely new to the Zoho API. It looks like the only way to query for CRM entries by Email is to construct a custom COQL query? I would have thought the Records API would have allowed you to pass criteria but it only seems to allow you to pass
Free Webinar Alert! Grab this chance to know how to use Zoho Calendar to its fullest
Hello Zoho Calendar Community! We're excited to bring to your attention on the free webinar to Supercharge your schedule with Zoho Calendar Click Here, to register!
Free Webinar Alert! Book now to know how to manage your schedule efficiently using Zoho Calendar
Hello Zoho Mail Community! Scheduling your day might be a herculean task when you don't have a tool to help you. We're here with a Free Webinar to provide you with the insights on using Zoho Calendar to Supercharge your schedule. Click here, to regi
Zoho mail, delegated email, new email = blank screen
We can't seem to create new emails on a delegated email account. The editor is white and nothing shows. Is this a known issue that is being worked on?
How to automatically add a signature to delegated mailboxes
We have delegated a mailbox to our employees and they need to manually add their signature each time they send an email. If they switch back to their personal account then it shows automatically. How can we automate the display of preset (locked) si
Free webinar: Unexplored Zoho Vault features to protect businesses from cyber threats
Zoho Vault is an enterprise-grade password manager loaded with advanced features. We have started a monthly webinar series to educate our users on these features to help everyone make the most of their accounts. In the last session, we covered how to
Recent enhancements in Bigin
Greetings to everyone; I trust you are all doing well. We are delighted to unveil a series of recent enhancements we have implemented in Bigin. In this post, we will explore the details of each improvement. Mass email add-on Previously, Bigin allowed
Trigger field & criteria to action when a Zoho Books Sales Order is 'packed'.
Hi there. I'm trying to write a flow that will trigger when a sales order in Zoho Books is packed. The Status field appears to have several status options (i.e. Order, Invoice, Payment and Shipment). When I look at the dashboard, it also shows the order
SAML Single Sign-on for Help Center
Hi, can I use saml sso for help center without identity provider (IdP), such as generating auth_token, then saving the auth_token on my website to use as login token to help center? is it possible for users/customers (not internal users) to sign up/sign
What's New in Zoho Expense: July 2023
Hello users, We're delighted to present our monthly roundup of updates to help you stay informed and experience hassle-free expense management with Zoho Expense. From real-time budget insights to effective date configuration for policy rules and per diem
"All inboxes" view in the webapp like in the app?
Hi there, Is there any way to view all my 4 email accounts I have in Zoho Mail in one single combined inbox? Having to switch between them using the mail accounts selector is tiresome This feature already exists in the Zoho Mail mobile app Many thanks,
Can't add read receipt to email templates
Hi when I used to email from Contacts or Leads I was able to select a Read Receipt. Where can I enable this option again? Also if I have attachments in the template they are now listed at the bottom of the screen and covered up by the toolbar which also
Issue getting related record data
Hi I am having some issues in Zoho CRM using relatedrecord information in a function. I have a function that uses the account id to pull via getRelatedRecords associated information from a custom module called Sales Contracts (api = Customer_Reference1)
Featurecast Story 1 - Canned Messages
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 1 - Canned Messages Have you been Canned yet? Do you ever get tired of typing out the same responses again and again, all day long? Especially for your customer support teams. Canned messages,
ZOHOLICS Japan 2023 開催のお知らせ
Zoho ユーザーの皆さま お世話になっております。 Zoho 最大のユーザーイベント「ZOHOLICS Japan 2023」を9月22日(金) に開催することが決定しましたので、本投稿にてお知らせいたします。 Zoho 主要サービスのアップデート情報やユーザー事例、基調講演、展示ブースや Zoho サービスの使いこなしについて当社スタッフやパートナーに個別相談できる1on1セッションなど、ZOHOLICS ならではのプログラムを多数ご用意しています。 ユーザー交流会などのコミュニティイベントとはまた違った雰囲気のイベントです。
Is there a limit on Custom Domains for Short URLs?
Hello! I've added 2 custom domains for Short URL's to our Marketing Automation account. I am trying to add another custom domain, but now I can't figure out how to do so. Is there a limit on how many Custom Domains we can use for Short URLs? Can I delete
Provide a method to reject timesheets that include time in a specified date range
We have specific dates in which time can not be entered prior to. This is common for CPA firms. For example. Users are not allowed to enter any time prior to July 15 (this changes each month). In Zoho People it would be helpful to be able to reject (or
Two-Factor Authentication for Vertical CRM
Gov't regulations are forcing clients to use two-part authentication. How do I turn on two-factor authentication form my vCRM? How do I force clients to do the same, if possible? Kevin
Zoho Books integration
Is there any plan to integrate Zoho Books on side panel so that for example we can know which client we are talking to?
Zoho Books API: Code 57: "You are not authorized to perform this operation"
Hello, I've been trying to setup API calls via TS/JavaScript, to create invoices, but keep running into code 57, when using OAuth access token flow, with scope ZohoBooks.fullaccess.all; Initiating the OAuth with; https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoBooks.fullaccess.all&client_id=XXXX&response_type=code&access_type=offline&redirect_uri=YYYY
Planning to integrate the teaminbox into Zoho Mail ?
Hello, You launched Teaminbox last year. I tried it but my major concern is that as I need to go through a different UI for TeamInbox and another one for my regular emails. So until this is fixed, I am not sure we will be using this app. Are you planning
Email forward except specific sender addresses
We have 1 email address connected to ZohoDesk. All email is forwarded to Zoho on the email server. A lot of email is coming in, which are turned into tickets. The automatic numbering increases very quickly. I have specific email addresses which i don't
Zoho Flow Permissions for Zoho People
I am working on a flow that will connect the Employee info in Zoho People to an application in Zoho Creator. In Creator I have a report that holds a roster of employees at my organization. I would like the flow to allow for changes made to Employee fields
Users access to the form submissions
Hello together, I have created a form and shared it with my users. How can I give the users access to the form submissions? Best regards Jörg
Include customer portal link in invoice emails
Some customers haven't accepted the customer portal invite so I would like to promote/push the customer portal feature more by including the customer portal link in each invoice email. Is this possible?
Does Zoho Campaigns offer an option for a dedicated server? High spam rate for workflows.
New customer here. We had some success with campaigns so we implemented automated workflows and every single address I've entered into a workflow for gmail has gone into spam. We have properly configured our DKIM/SPF records and subdomain correctly. Based on reading other forum posts it's starting to lead me to believe that Zoho's sender IPs concerning workflows (possibly campaigns too) are just flagged by various domains. It seems like this has potential to happen when multiple companies share a
Searching in Projects is limited with the exact keyword
The general search in Projects is limited only with the exact keyword. ex. Task Name = 'AEXY222663030' If I search with '222663030' no results are found, and only when searching with the exact keyword I get the task. Is this a setting or can it be improved
ZOHO CRM SEE FIELD IN VIEW LIST FROM ANOTHER MODULE
Hi, I am trying to get a value of a field from Moudle B to Moudle A (see in photos attached) I want the value to only be seen in a spesific viewing list, is there an option for it without transfering/copy the field it self to another moudle?
Domain Reputation plummeted after setting up a workflow. What Can I do now??
I set up an autoresponder on May 15, by May 31 my domain repulation went from high to medium, by June 27 it was low, and July 16 it was bad. I had just completed a major partnership with a large brand so we set up an auto responder to welcome new subscribers.
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