Facebook and Twitter's organic leads
Why do Facebook and Twitter's organic leads generated in Zoho CRM have no contact information like email or phone? Can the contact infos be added automatically from their Facebook or Twitter account as they are created as leads?
Zoho Vault Notes
Can you use a search field to search zoho vault notes?
recorded sessions for virtual events
We are planning to host a full day virtual event using Zoho Backstage on-air. We would like some of the sessions to be playback of a recording. e.g. during breaks - we would like to play back - some recorded video. Is it at all possible? How to best do
Incoming emails from web form
Hello, We receive incoming emails from our public webpage. This email is always the same. Is there a way to extract the senders email from the submitted form and replace it in the Email field in Zoho Desk? Otherwise an agent will always need to go in
What's New in Zoho Subscriptions - April 2023
Hello everyone, This month's updates bring some highly requested features to Zoho Subscriptions, like credit notes in the Customer Portal and record locking. Credit Notes in the Customer Portal You can let your customers view and comment on their credit
Email
что такое исходящие письма в почтовом ящике и чем отличаться от отправленных
Zoho CRM workflow.
Hello everyone I am a bit confused about this one. I made a function that I assign to a workflow that runs each time an Accounts is modified/created. The function is to take the account ID and fetch data from Zoho BOOKS and the contact module in the CRM.
Site saying connection not private now with security error when visiting
My site (GlobalMCIS.com) is saying "connection not private now with security error when anyone visits. It was working fine this morning without errors, so I'm not sure what is going on. I've made no additional DNS changes after mapping it this morning,
Itemise Expenses: Please show the remaining amount
When splitting an Expense, it seems common sense to show the amount remaining after having entered the first item. Right now, what's shown at the bottom of the itemise section is ... the amount you've just entered. Why? I know what I just entered. I just
Uninvoiced Payment
Hello! I am having trouble wrapping my head around how to properly handle a payment I receive and thought I might ask other Zoho Books users. I do work for another organisation, like a contractor. I'll call that organisation "Company XYZ". I submit my
How to send Quotes/Invoice as a PDF automatically.
For those who are finding the solution like me, Look up how to send pdf with mail merge You can send a mail with fields of your choice! You can watch this video for further clearance https://www.youtube.com/watch?v=yT7qqyyLuDg&t=699s There's a catch though...
Subscription
If I cancel my Zoho CRM subscription, can I still store data on the free service? Or pay to re-access instead of deleting?
Zoho CRM - Default User or 'All' for Email module on 'Related List'
Hi there, I don't seem to find an answer to this: is there a way to have 'all users' emails or emails from 'record owner' selected by Default on the Email module in the Related List for Leads/Contacts? At the moment, you have to go & select manually from the drop-down. Cheers!
IMAP setup suddenly will not verify my username and password on Apple Mail client
I've submitted a request twice, but with no reply, so turning to forums. Since upgrading to (and I'm not saying there's a connection, maybe just a coincidence) OS X Yosemite Version 10.10.3, my Zoho email account in Apple Mail has failed to receive email. Sending then went bad too. I've tried everything I could think of. Have even rebuilt the account. The report I'm now getting through the Connection Doctor is: SMTP: Connection to server succeeded: login not required IMAP: Trying to log in to this
NO "ALL EMAILS" VIEW OPTION IN ZOHO CRM
Amazingly, Zoho CRM does not have an "All emails" view option in any of its modules (companies, contacts, etc.). So there is no way to track the email history of clients, suppliers, etc. in one view. Instead, it forces me to individually check all email
how to verify email address
how do I use the code to verify my new email address when I don't know where my emails are so that I can verify
can't sync with caldav
Hello I'm trying to sync with caldav. Using the endpoint: https://calendar.zoho.com/caldav, I can get the principal. Then when I try to get calendar-home-set from the principal, the reply is empty. I'm sending the following PROPFIND request to: https://calendar.zoho.com/caldav/67.....a3/user <propfind xmlns="DAV:"> <prop> <calendar-home-set xmlns="urn:ietf:params:xml:ns:caldav"/> </prop> </propfind> The reply is successful but empty: <D:multistatus xmlns:D="DAV:"/>
Change of Ownership for Zoho Flow Apps
Hi there, How can I change ownership of a zoho flow connection or app from a user who has been deactivated to a different active user? "This app has been deactivated because the team members who originally installed it are no longer regular members of
Search Bar on dropdown question doesnt work on mobile
Hi, When using a dropdown question (one answer in my case) - when answering the survey on pc it shows a search bar inside the dropdown question so the user can search for his answer. for some reason, when using mobile, there is no search bar so the user
Apple TV Application Logs Out Every Day
Why is it that the Apple TV Sales IQ application logs you out every day? Why must we spend the time to login to zoho.com/tv every morning with the code? Is this really necessary? I like the concept, but it needs some attention. The Dashboards need to
Zoho User Group (ZUG) in-person Meetups - ANZ region
Hello everyone! We are thrilled to announce that the registrations are now open for the ANZ Meetups taking place in June 2023. Join us for an engaging day of discussions and networking. During this Meetup, we will discuss two main topics. The first topic
api developer account error
Hi, We try to use api at developer account Appropriate scopes are present: https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.modules.products.READ,ZohoCRM.modules.contacts.READ,ZohoCRM.modules.deals.READ,ZohoCRM.modules.deals.UPDATE,ZohoCRM.settings.layouts.READ,ZohoCRM.settings.pipeline.READ,ZohoCRM.notifications.ALL,ZohoCRM.users.READ,ZohoCRM.org.READ,ZohoCRM.composite_requests.CUSTOM&client_id=XXXX&response_type=code&access_type=offline&redirect_uri=XXX
Présentons Zoho Directory : la plateforme sécurisée de gestion des comptes et des accès des employés
La plupart des entreprises se connectent à des applications à des fins professionnelles variées, ce qui permet d'améliorer considérablement la productivité. Toutefois, cette amélioration de la productivité s'accompagne de questions relatives à la gestion
Desktop app for chat
Hi guys, Is there a desktop (windows) app for chat? I have been using another chat software for several years and it uses a desktop app for the technician. It looks like Zoho chat requires that a browser be open in order to notify. I'm a one man operation and I work on multiple computers (and several virtual machines as well) and I wouldn't remember to keep a browser open with the chat all the time. Any ideas for a solution? Best regards, Arnor Baldvinsson Icetips Alta LLC
Change Fonts in email templates in Invoice
Hi there, When emails are sent from Invoice, the font is horrible! Is there a way to change the font in the email templates? Thanks, Richard.
Images in export spreadsheet
Hi, anyone have idea as I can export images displayed in a view? I can import all data with MSAccess or MSExcel, but images is not displayed (only as a link). I need link my zoho db with a xls or dbaccess to use the data with CardStudio software and print identity cards. Someone have operated with this? Thanks Mic
Ticket Screen not refreshing - account specific issue
I am having an issue that has come about just today where my custom view ticket screens won’t update and refresh with either new incoming tickets or take them out of the custom view if I make an assignment or change status We have 4 agents here and my
Save Zoho Desk Report Template?
Is there a way to save a Zoho Desk report template? Every 2 weeks I export the same custom report template, with specific columns in a specific order and specific time frame. Is there a way to just save this as a template for quick reference in the
Problem with the pipes
Hey there, I am trying to fetch data from an API populate it into a drop down. The problem I am having is the data being fetched is separated by pipes. And anything I have tried just puts the whole pipe separated list into the drop down. Exterior_Color:
Ticket re-assignment - reply
Hi, When a ticket arrives at desk and I change the contact info (customer), the recipient is not changed. So, when I want to respond to the ticket, it will send the reply to the "old" contact instead of the changed/new contact. See screenshots below.
How can I see a list of all contacts, who didn't reply on my emails?
Each Contact has a module Emails and you can see whether this person reacted to your email or not, but how can I see a list of those contacts who didn't react to my emails? Is it possible to see it? We have a module Messages, but it's working only for
send a mail merge template by email when a record is modified
using crm for 7 months now. possible to have zoho automate the sending of an automated email merge using a mail merge template (that i use manually now) ? i'd like to have the system send the merge when a record is modified, or perhaps when a certain
What size is the DKIM key provided? 1024bit or 2048bit?
Before our IT department can authenticate our domain for Zoho Campaigns they need to know the size of the DKIM key provided. Can you tell me if it's 1024 or 2048?
Customer Experience Workshops are coming to Europe!
Hey everyone, After an overwhelming response for our Customer Experience Workshops in the USA and Canada that was concluded in February, we are back again and now, we are coming to EUROPE for the very first time! What can you expect in the workshop? This
Customer Experience Workshops are coming to Europe!
Hey everyone, After an overwhelming response for our Customer Experience Workshops in the USA and Canada that was concluded in February, we are back again and now, we are coming to EUROPE for the very first time! What can you expect in the workshop? This
Create Note from Deal Field
I'd like to create a Note (related list) whenever the Deal field named, Next Step, is edited. Exp a user updates the field named, Next Step to: 5/11/2023: Send contract for signature. The function would create a new Notes record.
Alert to user when custom button function runs
How does one alert a user of the result of a custom function which triggers via Button? I have Deluge code with a button at the View Record (not View List). openURL() does not work. Ideally there would be a standalone function that uses a single text
Is there any way to send message on whatsapp through zoho creator
I have created an app in Zoho Creator as well as I have created required workflow,## Heading ## when to send message. It is working fine if I need to send sms or email. I want to send message directly to my users Whatsapp, How can I do that?
IMAP connected and replies only showing to the recipient
We recently turned on IMAP email connection within Recruit and have emails set as Public. The logged in user is able to see a customer's reply within the emails section of the record, but everyone else can see sent emails, but no replies. Is there something
Zoho Recruit - Territory Permissions
Hello! I am trying to configure Territories and tried testing the access permissions for one user (not an admin profile or role – the most basic/bottom profile and role) that is assigned to a certain Territory (ex. Spain). However, even though their list
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