Best practice : when to convert lead to Deal
Hello, I'm new to Zoho and run my own business. To make sure I'm using Zoho correctly, when do I press convert, from Lead to Deal, at what stage in the conversion funnel/conversation. I want to make sure I can a) monitor status of all pending lead or
Move people between workflows
I'm creating new workflows and I have a question. I have a workflow that ends when a year passes and I have created a new one because we need to add new tags. How can I move the people who are in this flow to the new flow? Can I edit the workflow even
How to include & ampersand in a search
How do I escape the & to do an exact search on this text string in the workdrive find folder api? name = "Aerial Bound Tumble & Cheer"; url_url= "https://www.zohoapis.com/workdrive/api/v1/teams/" + team_id + "/records?search%5Bname%5D=" + name + "&filter%5BparentId%5D="
How to change Zoho User name which appears in the File Collection dialog?
Recource Utilization
We use Recourse Utilization feature. It is almost the best tool a Manager can have. But it has a Major bug that many times make it useless. The problem is especially in large tasks. For example 8hour work task but generally it a problem in every task. When u have planned 8 hours in a task and you have made 50% Completion Percentage this means that the task has 4 hours more to work. The problem is that the app does not calculate the Completion Percentage and keeps calcluating a split between days.
How to create an Event with a link in description using deluge
Hello guys, I am trying to create an event using deluge writing something like the below (in a mass update action) IdsList = formID.toList("|||"); m_ScheduleMeeting = Map(); m_ScheduleMeeting.put("$se_module","TLMX_Technical_Works_Form"); m_ScheduleMeeting.put("All_day",false);
[Important] Inactive unknown visitors clearing in Zoho SalesIQ
To ensure that only the best prospects are retained and to clear unknown visitors from your account, Zoho SalesIQ will routinely remove inactive unknown visitors who have not shown any activity for more than 6 months. Previously, we stored all visitors
Multiple Email Threads into 1
I have customers who send multiple separate email threads about the same topic. Is there a way to combine these into 1 email thread in Zoho mail?
Auto increment number when a task is cloned
Hello, I have the following question: is there any posibility to autoincrement a number on a field when a task is cloned, but when a task is created the same number to be 0? For exemple, let's say I have Task#1 with the field No = 0. When I create a clone
Flow to send Zoho Desk data to Power Automate endpoint not working
Hi there, I have created a Zoho Flow to trigger when a ticket update is made in Zoho Desk and this then sends data to a Power Automate endpoint that I have created using their 'When a HTTP request is received' trigger. I keep getting the below error when
Report to show days in each stage
How can i create a report that shows how many days a candidate was in each stage?
Zoho Sign Needs to be able to allow for signers and approvers to comment
Please make it possible for someone to comment and add their preferences or comments, change requests within the document. Which notifies the sender to update or respond to their comment/question.
change layout (field order) of ticket side panel
How can i change the layout (field order) of the ticket side panel? I would like to display the most important info on the top.
Email alias for all account domains
Is there a way to configure an email alias with the local-part applied to all domains? I need to add the mailboxes required by RFC's, including postmaster@, abuse@, hostmaster@, security@, and others to every domain, but don't want to go through the time
Request nice and readable ticket URLs
Hello Zoho and the community. I suggest you work a bit on your ticket URLs. It is hard to refer and work outside of the system with current URLs. We discuss cases in Slack or in internal email. And it always requires to go to the system to check what we are talking about. Now ticket URLs look like this. [domain]/support/[portalname]/ShowHomePage.do#Cases/dv/c29ebf16fdf488af7836c53d144a279742acf79f93f757e8 I suggest you make them readable like this. [domain]/support/[portalname]/ShowHomePage.do#Cases/9374
Cannot connect to my Instagram
Hi there, i am trying to connect/authorize my Instagram account so i can publish/schedule for both Facebook and Instagram from Zoho Social. I am getting an error, noting that, i am logged in to Facebook as Admin, Logged in to Instagram (Bussiness account) and both accounts are already connected. Am i missing anything? Error attached.
API connections for dummies
I feel really stupid asking this, but my brain doesn't seem to work properly when thinking about API connections. I have a third party app that I'm trying to connect to. I have to send credentials (API key in header, username/password in parameters) to
Change Mailto Sender Name
Hi May i ask whether we can change "mailto:surveyinvite@zohosurvey.com"? We would like to replace with our own email address to address concerns.. How do we do it? SmallBestOriginalRemove
Number change
How do i change my account information
Distribution Email Feature | How to add/customized users names for Sender Info
Hello Zoho Support/Community, I am having an issue with the distribution email feature. I am trying to figure out how to configure/add licensed users as an global option in the Sender Info. Take a look at the following video for more info https://www.loom.com/share/88a208d5b8114241b38fa7f56809bfcb
Can you ungroup a note without deletion.
I accidentally grouped the wrong two notes together and can’t find a way to ungroup them without deletion. Is there a way to do this?
how to get median to work?
i can't seem to get the median custom formula to do anything. when i add it as an aggregate function, i get an error saying: "Sorry, cannot create a Aggregate Formula. You need to have an Aggregate function used in the formula. For other types of formula, use "Custom Formula" option." which is odd because median certainly feels like a function that would only apply in aggregate. when i create it as a custom formula field, it never gets any value.
Retail Invoice vs Sales Receipts
How do these features differ and which one is best for Point of Sale transactions where we don't need to create a customer and record the payment?
Is The Full Version Of Cliq Part Of Zoho Workplace?
Hi, Cliq is shown in my Workplace apps. But when I go in the Admin area, there is an Upgrade button and mention of the free version only. Do I have all the features of Cliq (and can make backup that are more than just 7 days.) Susan.
How to calculate dates depending on certain fields?
I am looking for a way to calculate a due date in the Invoices module depending on the value in the dropdown/select "Payment Term" (in this dropdown I have the values 30 days, 50 days and 60 days). So the thing is, I added a formula field in the Invoices
Send Facebook Facebook Lead Ads As a Recurring Email
Hi, Does anyone know how we can send all Facebook Leads collected in Zoho as an email every Monday and Friday. Regards, Jeevi
Issue with Zoho CRM Rest API - Cors Error
I have an issue with calling Zoho API from React application, Can anyone please help me with this issue. link Below I have mentioned the API endpoint and screenshot please look into it. End point - https://accounts.zoho.com/oauth/v2/token
Replicate Zoho Sign UI in Deluge script
I'm trying to write a Deluge function for sending document sign link via SMS With my current deluge script, I can get the sing link delivered by email, no SMS info zoho.currenttime.addHour(17); deal = zoho.crm.getRecordById("Deals",id); account = zoho.crm.getRecordById("Accounts",deal.get("Account_Name").get("id"));
how to remove categories and tags menu from sidebar in blog
how to add new gadgets and remove categories and tags menu from sidebar in blog
Tip of the Week - Improve Data Comprehension using Expand and Collapse option in pivot table
A pivot table is the best choice when you need to sort and summarize large amounts of data for analysis. A pivot table may have many levels of information grouped into categories and sub categories. This can make the pivot table look complex, and difficult
Zoom Voice/VOIP integration
Hi- what are the chances of integrating Zoom voice service with Zoho CRM? As we already have their meetings integrated would it be possible to integrate their VOIP service as well? I know first hand their voice service since the pandemic has grown quite
I canceled my account months ago and you keep charging me
I canceled this account months ago and you have been charging me non stop. Refund my money. NOT HAPPY!
Same user name on multiple domains
Having trouble setting this up. john.doe@domain1.com is working fine john.doe@domain2.com fails, "user in other organization" or "email address already in use". Nothing is used for domain2, it is another domain of mine that was hosted elsewhere. For domain2.com
mails permanently deleted need back up my mails
Dear Zoho team, I lost my data and deleted in the trash also my mails are permanently deleted is so give me idea to back up my mails
Where is "Total Outstanding Receivables" / payment summary display ?
Hi, I read in the BOOKS FAQ "If you want to view your total outstanding receivables: Go to Sales > Invoices. A tiny dashboard at the top will display your Total Outstanding Receivables." But in my books of my 2nd zoho one instance I cant find the payment
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
My outgoing messages are blocked. Kindly mention the reason and unblock my email support@mycarlovers.com Error: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Thank in advance!
mail doesn't work
We have a problem receiving mail from our customers. Also I do not receive a test letter from my Google account. What is the problem?
How Do I Find the Zoho CRM Attachments Related List using workflow
I'm trying to create a workflow for "whenever an attachment is added to the lead, that leads should be converted to contact of a particular account" but I'm getting all fields but not for attachment. Is it possible?
Settings CUSTOMIZATION Header and Footer I don't see any EDIT
Hi, Could someone help me? If I go to settings -> Customization-> Header and Footer I don't see any edit/copy/add new like I should. The first image is from tutorial and the second image is my view 1) 2)
Searching contacts does not work
At the bottom of the mail folders pane on the left side of the mail interface, there are 3 buttons. Chats, Channels, & Contacts When selecting the Contacts button, you are presented with a search input, and some suggestions. I'm trying to understand why
Next Page