How can I use Zoho's Sales IQ Javascript APIs if I have chat enable through Zoho's ASAP add-on and not with SalesIQ?
Hello Zoho Team, I am currently exploring the functionality of Zoho SalesIQ and would like to leverage the SalesIQ javascript APIs for updating visitor information within the chat. However, according to the API documentation, it is required to embed the
User Tips: Create a bot & have users chatting with ChatGPT in 30 seconds!
If you want your users to be able to chat 1-1 with a bot, this post is for you! This builds on the great post by Poorvik Palanikumar here that walked users through the process of creating a bot that could respond on a channel. If you followed that post
Product filed not filled automatically once "related to" filed contact is chosen (ZOHO CASES)
Hi, I have contacts which has a single product related to each one of them. Once i'm filling up the "related to" contact name - some fields values are automatically gathered from the contact (phone, email, etc.) - but the product value doesn't. Anyone
"Added Email ID" available everywhere
Hi, I would like to see the "Added Email ID" available in the All Entries Table for Submitted and Partially Saved (Like we can in the Reports Table today) as well as available in the Document Merge to include in PDF's. Thanks Dan
Email Outgoing Blocked
Could anyone help me to check my account was blocked or any problems? Error is Email Outgoing Blocked Anyone can fix this ASAP?
Webhook Event for pending subscription changes
Hi there! I am updating a subscription by using the API. I am making changes (increasing addon quantity) with end_of_term = false. I want to setup a Webhook to catch this event but I can not find any predefined event for this case. Also I can not find
How to Sync Zoho Sheet with Zoho CRM both ways?
I would like to add/edit zoho sheet from zoho CRM and viceversa, I am trying to use Zoho Flow for that. It works fine when updating a CRM record from zoho sheet, but when the record is updated from the CRM the record will not be updated on the spreadsheet,
Updating a Zoho Campaigns contact with a calculated field from Google Sheets
Hi, I'm using Zoho Flow to add a new row to a Google Sheet based on a new contact being added to Zoho Campaigns (columns A-H get updated with contact field values from Zoho Campaigns). The next column over, Colomn i, is set up so that a score is automatically
Paypal Flow query
Hello I'm struggling to solve a paypal-> flow related problem. I have the hook in place and am receiving data from the payment complete trigger, for new and reccuring payment... after some decision filtering a new 'Subscription' module entry is created.
How to edit sender name while doing mail merge from writer?
today i tested writer for doing mail merge, everthing is fine but after receiving its the sender name as "Writer". please help me how to edit it.
Find all code associated with a field
One very helpful thing when deleting a field in a form is Zoho's alert messages to tell you exactly what code is associated with that field and where it is. Is there a way of doing this when NOT deleting a field? When I'm making changes to a field (e.g.
Can we integrate Zoho survey into Zoho desk? If so, how do we achieve this?
I would like to get a satisfaction score on a scale of 1 to 10. I created a survey and tried to integrate it with the Zoho desk. Any guidance is appreciated.
Hide values in a lookup field for non-logged in users.
Hi all. I have a form that contains a lookup field. Let's call the form "Booking form". The lookup field is called "Package". Basically, it lets the customer choose the package they want to book. This field is a lookup to another form called "Packages"
Add Vertical Threshold
I would lik to suggest adding a vertical threshold so that a line can be drawn vertically and not just horizontally. This would be great to denote a certain event it time when time is the X axis. Can you please add this to the feature list? Makes the charts much more descriptive.
Is there a way to import timesheets from an excel spreadsheet into Projects?
We have external consultants that fill in timesheets on a spreadsheet, as well as timesheets from our customer systems that are in an excel spreadsheet. We are trying to minimize the filling in of timesheets to only once and would like to be able to import these excel spreadsheets into projects. For example, customer A has their own timekeeping system that requires our consultants to log time in their timesheets. We want to export this from their system and import into zoho projects.
How do I merge the personal and organization contact lists? No need for two address books.
I do not need two contacts-address lists. It is unreasonable for me to have to pick 'organization' contacts every time I want to look in my contacts because it defaults to personal. I do not want or need two email address lists. Is there a way to merge
HTML Styles in forms
Hi all I just wanted to share something I have found to be useful. I will start with I am not new to Zoho Creator but never have posted. I find the biggest shortcoming of Creator is its look and feel and the lack of control over it. I have spent many
Can I run a website under your guidance?
Is it viable to leverage Zoho as a substitute platform for developing custom websites with tailored functionalities? My intention is to construct a website akin to the one showcased at https://he.com.pk/ . I would greatly appreciate any assistance or
Search Contacts by Company Name
I would like to search Contacts List by Company Name rather than contact name.
Uploading world template
Hi there, I'm trying to create my customize template by uploading a word template. and i have added #DYNAMIC FIELD# to be dynamically change by the admin. However when I uploaded the template as a contract type the dynamic fields is not found, I mean
Zoho CRM - Mail Merge Import Template pdf is not supported
In Zoho Writer there is option to create document over PDF, but in CRM pdf is not supported. Community update (June 2023): The option to import PDF as mail merge template is supported in all the DCs. Thank you.
Canvas View for Zoho Recruit
Hi, We urgenlty need CAnvas view for Zoho Recruit. Looking to upgrade our account to Airtable but would like to stay with recruit. Could you please please please please give Canvas view to Recruit. Thanks, Miriam
Zoho Creator Map Report: Question about map icon labeling
See attached photo of our test map report in creator. Each one of our records has a field named "Route Order". When I look at the list of records in map view I want the route order, which is a number, to show for each icon on the map. How can I achieve
Approval Workflow Trigger Issue
Hello, I am running a function via a scheduled workflow every month that creates an entry in a form. I have added an approval process to a form but the approval process only runs when I manually enter data into the form and not when a function adds the data using add record deluge script. I am also unable to trigger the approval process from the function using deluge script after I have created the record because the approval workflows are not accessible like the functions are. I can send an email
Why does Zoho Support do not show up on time for a scheduled call
I had a scheduled call with Zoho Support team to help with Zoho mail. As usual, there was a no-show. This has become a common issue in getting help from Zoho. In this case, it was setup by sagar.sn. It is not a one-time situation but it frequently happens
Important Message Pop Up Won't Close
I want to send an email campaign inside of Zoho Mail. When I click on "campaigns" an important update pops up. There isn't an 'X' to close the pop up and I am unable to scroll down on the pop up. The scroll bar scrolls the actual page behind the pop up.
Is there any limit for free zoho mailbox users to send emails to non-zoho users every day?
I am a free user of zoho mailbox, I want to know how many non-zoho mailbox users I can contact, and is there any limit for sending emails every day?
Sending a signed PDF file via Zoho Mail invalidates the signature
Steps to reproduce: 1. Open the Zoho Mail website at https://mail.zoho.eu. 2. Click on "New Mail" to compose a new email. 3. Click on the "Attachment" button and upload a valid electronically signed PDF using the "Drag-drop / Attach from your computer"
Automating deals from estimates
Hi I have a Zoho One subscription and would like to automate deals when an estimate is created. Here's our workflow We have a Wordpress website running our ecommerce store(WooCommerce). Clients can browse our products/services, add them to a cart and
This domain is already associated
I want to register my domain in ZOHO MAIL, but I get the message "This domain is already associated with this account a*****n@c*****. I am the owner of the domain CVMDL.com and am in no way associated with "a*****n@c*****. I have emailed, but no one answers
Urgent Issue: Unable to Navigate Back to Dashboard After Opening Attachments
I am writing to report a recurring issue that I have encountered while using Zoho Mail across multiple web browsers. The problem arises when I attempt to open an attachment from within an email for viewing or downloading. Upon doing so, I find myself
Zoho Email Update
I keep getting multiple pop up windows stating it is doing an update in the background and will let me know when it is ready but, its never ready and continues to open the same window, overnight it will open this window 10-15 times...If I restart my computer
Javamail configuration with TomEE
I use TomEE (Javamail) which has the email configuration set in tomee.xml like this: <Resource id="MyEmail" type="javax.mail.Session"> mail.smtp.host=smtp.zoho.in mail.smtp.socketFactory.fallback=true mail.smtp.port=465 mail.smtp.socketFactory.port=465
Streamlining Contact Role Selection? Why is it not setup this way?
It's quite cumbersome to add contacts as contact roles. Here are the steps I currently use: Select "Add Contact Roles" Select "More Contact" Select "Contact Role Lookup" Change the Show Related contacts to Show "All Contacts" Select the name in the List
Client Script + widgets on developer platform
Hi, It would be priceless to enable the features mentioned in the title in the developer platform for vertical CRM solutions. Is there any plan/eta to release?
Mail Merge & Zoho Sign
Hello, is it possible to use a mail merge template to send the prefilled document with Zoho Sign? If yes, how? My mail merge document does not show up in the "Add Document" button after clicking on "Send with Zoho Sign" as described here by "Anu": h
Emails are going to user's spambox
when we send the emails through this. why it is going in spam box instead of inbox?
Large number of sent emails stuck in queue
Hello, For the last day, I have a large number of emails stuck in queue and will not send. Some are going out, but about half have not. Please help.
Request for pricing details
We are running a free account of Joho, now we have to purchase the license, then tell us its price, storage and other details.
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"));
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