Sales IQ - Display Brand Logo in Chat Widget (not Company Logo)
Is it possibe to display the Band Logo associated wth each Brand Website in the Sales IQ Chat Widget? This is not the Company Logo.
Compare sales YTD with same period last year
Hi How do I compare sales to date this year with the same period to date last year? Thanks
Bulk Import Counterparty Data
Currently, as the feature to bulk import counterparty data is not available, here is a solution using our APIs that would be useful for our customers. For example, Zoho CRM customers can import their Accounts as counterparties in Zoho Contracts. Using
Leads Near Me - Mobile App
Hi all, Looking to use the Leads Near Me map functionality within the CRM mobile app, however we have custom address fields for our Leads. Can you advise if it is possible to map the fields the app is looking at to populate the map, as I can't find any
User activiation issue
Hello, Why I cannot play with activating and inactivating users ? It says that I can max have 12 active users due to what we have in our subscription but it prevents me to active more than 9 users. What's going on please ? See attachments Thanks Jos
ERROR CODE :554 - 5.1.8 Sender Address Blocked
Getting message ERROR CODE :554 - 5.1.8 Sender Address Blocked We do not send spam, need the user to be unblocked please. Thanks
Column 'Goal category' missing in data connector between Bing Ads and Zoho Analytics
Hi, I've set up the data connection between Bing Ads and Zoho Analytics. All kind of tables and columns are synchronizing at the moment. However, I am missing the column 'Goal category' to determine what kind of conversion it is. Where can I find this
Facebook Ads Custom Audiences
I chose Zoho CRM over your competitors for many good, valid reasons. Those reasons remain good and valid. That said, I must admit, this feature of Salesforce is pretty awesome: http://www.buddymedia.com/newsroom/2012/09/salesforce-marketing-cloud-announces-facebook-custom-audience-targeting-integration/
Ways to mark First Response Time?
Is there another way to mark first response besides emailing the client? Sometimes, we enter a ticket after we've already spoken with them about the issue and have started looking into it. Other times, our first response comes in the form of a phone call
Unable to send message reason 550 5.4.6 unusual sending activity detected.
Hello, I am writing in order to ask for help regarding the issue l am facing with. I am trying to send some emails to companies to promote my services, but after 15-20 sent emails I was unable to send emails anymore with this message pops up: unable
Show notifications on ticket's updates
Hello, So, is there any way to have a visual alert/notification whenever someone comments on a ticket? I just want the visual alert, not an email... Thank you!
Kaizen #92 - Bulk Read in PHP SDK
Heya! Welcome back to the PHP SDK fold in our Kaizen series. In this post, we will explore how to use bulk read APIs and how to structure the criteria format for different field data types in PHP SDK based on v4 APIs. This will ease your process of handling
Drag & drop for record sorting
In Zoho CRM (and Recruit) there is no easy way to order the record in the list. I'd welcome having drag & drop sorting; examples I'd like to do: - rearrange job opening records in Zoho Recruit Job Openings records - rearrange contact records in Zoho CRM
Não recebo emails de um determinado comínio
Recebo emails de todo mundo, menos do dominio shopee.com.br Ja entrei em contato com a plataforma e eles informam que esta tudo ok por la. PRecis ode ajuda
JSON is not well formed on create Invoice
Hello, I had attached my code as document. When create invoice, bellow error is coming. Let me know where is mistake on this code. Thank you in advance. +"code": 1038
+"message": "JSON is not well formed"
Motivo:553 Relaying disallowed. Invalid Domain
When i try to send mail through ZOHO mail i am getting the following error. "No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain gamingtown.com.ar
Customize Home View by Group?
I'm trying to customize the view that shows on various team's home tab, but it seems I can only designate this by role. We use Groups in CRM to designate different teams in the organization. Is it possible to create customized home tabs for each group
Changing a column datatype to currency
Hello I need to change a column from decimal to currency. I have looked through all the resources and videos but everything is either outdated or unrelated. Thanks!
Html View / iframe help
Hello, I would like to some how use this website https://www.randymajors.org/city-limits-on-google-maps?x=-94.8359213&y=38.7401548&cx=-94.8359213&cy=38.7401548&zoom=17&state=KS&onestate=show&cities=show I was able to input the long & lat in the website
SMTP Error: Could not connect to SMTP host.
Hello, we can not accept emails sent from our website "contacts". https://fadkhera.com SMTP Host : smtp.zoho.com Type of Encryption : TLS SMTP Port : 587
Failed to connect to SMTP server at port: 465
We have been using ZOHO SMTP server for sending out email. But suddenly it stopped working today. There was no mailbox blockage, nor mailbox is full. Below the error log we're getting. What could potentially be the causes of this? javax.mail.MessagingException:
Can't verify my GoDaddy domain in Zoho
Hi, I have attempted to verify my GoDaddy domain in Zoho via both CNAME and TXT but without success. The TXT record in GoDaddy was added over 24 hours ago and should have been propagated by now. Attaching screenshots for GoDaddy setup (2) and for Zoho
SMS delivery support for merge/sign API
There is a new feature available in Zoho Sign UI for delivery method - Email+SMS We use writer API https://www.zoho.com/writer/help/api/v1/merge-and-sign.html and it seems that feature is not documented or has not been implemented in Zoho Writer. Please,
Adding Bigin application in the Zoho Directory
When do Zoho plan on adding Bigin to the Zoho Directory?
Announcing product bundle training for partners: BI apps
Hello partners! We're excited to convey that the launch of the first product bundle training on Sales apps was quite successful, spanning across regions. We extend our sincere thanks to all of our partners. The bundle training series will continue, and
Emails not synching with deals
Hi there, I have had this problem for a few months now and despite multiple remote sessions/calls/email with zoho support it has not been resolved, I'm really hoping someone can help me out. All of our emails sent/received to contacts are not automatically
Pipeline Deal with secondary contact field
Hi I created a field with "secondary contact" to have the option to use as another associate contact to the deal pipeline. It works perfectly with the option to choose varios contactos to the deal and stays the contact registered to to the deal showing
Storing data in JSON format in Analytics
Hello, I have a JSON file that looks like this [ { "caption": "@brambleenergy's Software Team brings our fuel cell systems to life through software solutions and advanced control techniques.\n\nIf you are in your penultimate year of study and want to
Syntax to fetch value from an Organization Variable in Client Script
Here's the call: var variable = ZDK.Apps.CRM.Settings.fetchVariablesById('4356038000115717184'); Here's the response: What's the syntax to get the "value" attribute?
How to see list of upcoming Reminders (for Tasks)
Is there a way to view a list of upcoming Reminders (for tasks)? Perhaps either 1) all upcoming reminders, or 2) upcoming reminders on/between certain date(s).
Why is my Create Time field not able to be accessed in Contacts
I am trying to condense the Created Time in Zoho to only be the date, however, whenever I go to modules and contacts, and try to create a datepart formula it gives the following error: We couldn't find one of the CRM fields in your link. Look at the field
Zoho Analyticsの集権数式の計算方法について
Zoho Analyticsの集権数式がどのようにテーブルのデータを計算するのかをご教示いただきたく思います。 特に、集計数式で割合を計算したいときに、どのように算出されるのかが知りたいです。 商談テーブルにて、下記のような「全ての商談件数に対する受注件数の割合」を算出する集計数式を作成いたしました。 count_if("商談"."ステージ" = '受注')/count("商談"."Id")*100 こちらの算出結果について、集計数式の計算方法によっては誤差が生じてしまうのではと懸念があり、 集計数式の計算方法についてお伺いしたく思いました。
An important announcement for Zoho Campaigns' Pay as You Go plan users
Note: This announcement is for those who purchased our Pay as You Go plan before October 19, 2022. Zoho Campaigns has three paid plans: Standard, Professional, and Pay as You Go. The Standard and Professional plans are based on the number of contacts
Can't access leads
I'm the only admin and user and I can't access leads. What do I do? Thanks!
This is an important update for Zoho Cliq desktop app users
The latest release, Cliq desktop app 1.7.0, will not be supported on Windows 8.1 and earlier versions. This is because Windows 8.1 and earlier versions are no longer supported by the framework we use in its latest version. What does this mean for you
need a way to add existing contacts to account
There doesn't appear to be a way to add existing contact info to account contacts requiring us to re enter and duplicating information. Quick use case of why this is an important feature: make a contact with X not knowing 'value' realize later contact
My Zoho Story #2 求人から採用までのプロセスをZoho で構築 （青山敬三郎さん）
こんにちは。Zoho コミュニティチームです。 「My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。 今回ご登場いただく株式会社関西 代表取締役の青山敬三郎さんは、情報システム支援事業と、飲食（おにぎり専門店）事業を展開しています。青山さんと同社がどのようにZoho を活用し進化してきたのか、そのストーリーを聞きました。 ――貴社の事業内容についてご説明ください
Office 365 Email and Zoho CRM
We have recently moved to Office 365 for email, and we were planning on syncing our email to Zoho CRM as per https://help.zoho.com/portal/en/kb/crm/connect-with-customers/email/articles/email-configuration-for-imap-pop - but.... https://learn.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/deprecation-of-basic-authentication-exchange-online
Updating a field in multiple associated Deals from parent module
(Firstly, I don't know if "parent" module is correct way of describing this?) I have a custom module (Jobs) that has multiple Deals (Tenders) associated with each Job. When the "job status" field (pick list) is updated on the Job module I want it to to
The event calendar type app for zoho sites
I'm considering moving my website to zoho sites. One thing I'm looking for is an app like the "the events calender" made for WordPress. Any options available
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