Zoho Guided Conversation for Instant Messaging (Whatsapp)
Hi all, I have created Guided Conversation for our website. However, from the following Youtube video https://youtu.be/2BXtGOlO4ik, it seems that there is a way to also connect Guided Conversation with Instant Messaging (Whatsapp). Unfortunately, I could
Remove fiscal year from date filter
When adding a yearly or quarterly date filter to my dashboard, I only get the option of fiscal years. How can I get the actual year, 2021 or 2022 in my date filter, and not the fiscal year of 2021 and 2022?
How to find ZohoAnalytics OrgID?
Hi reader, I hope you are doing well. I've been trying to work with the Zoho Analytics API library and have has no problems with the auth and token refresh steps, very clear to use! However, for actually interacting with ZohoAnalytics itself through the
How to Record Payment Using Custom With Below Description
How to Write a custom function to record payments getting the details from the subform of a CRM. Have a reference field (single line) to store a number and push it to the reference number in customer payment. When the function is rerun for the same record
Opening Balances
Hello All, I have tried to import the opening balance of accounts receivable and it is a credit balance. Zoho shows import complete but the balance is not showing on my balance sheet for 2022 and opening balances window. Why? Second, the opening balances
Zoho CRM Templates not working in Zoho Mail
It appears that any email template created in CRM which includes an attachment not longer works properly in Zoho mail. When you click a template with attachment it only attaches the attachment it does not insert the template text. These templates work
Zoho User Group (ZUG) in-person Meetups - APAC region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening from May to June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity
Zoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening from May to June, 2023. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity
Zoho Invoices Custom Function - Automate the calculation of some fields
So I am using zoho invoices to manage our company's invoices. Recently we needed to add 4 custom fields which are : 1- Number of payments the customer needs to make [ field label is : No of Payments ] 2- Frequency of payments, that is, how frequently
How to record on Zoho books
Hello everyone. Just new here in Zoho. I just wanted to ask how to record in Zoho books the following: 1. Cash given to the office cash custodian by the owner from his own pocket 2. Now the cash received and use mainly for small small Payment from the
My workers have iphones with ios12, but i have a problem downloading the compatible version.
Hello, I have the ios12 version on my workers iphone. When I download Cliq from the AppStore, it says that the new version is not compatible but will download a previous version, so it will be compatible. The problem is that when I open the Cliq app,
Refresh token error
Hello, I've been trying to generate the refresh token but all the time it gaves me : { "error": "invalid_client_secret" } steps i followed to generate Refresh token are : 1/ I created self client app 2/ I send this link as a POST request using postman:
Bulk Update Customer Display Name
How can I Bulk Update the Customer Display Name from “salutation firstName lastName” to “lastName, firstName”? Is there another way to change Display Names, such as with an export/import?
List of Customers who have purchased an Item
How can I get a list of all the customers who have purchased a particular item that shows both the customer name and the quantity that they purchased?
Delegate email to an executive assistant
Hello, I hope all is well. Gmail and Outlook both have features in which someone can have an email delegate. I am the CEO of my company have very little time to dedicate to keeping my email inbox clean. We currently use Zoho Mail as our email service provider. I would like to be able to give my assistant access to my email through a delegation feature similar to those in Gmail and/or Outlook's delegation feature. Their delegation feature also gives the option to give access to another person
Zoho Docs to Zoho Workdrive
Hello, Want help to migrate zoho docs to zoho workdrive. I tried to migrate it but couldn't do it. please guide me through it. Thanks
Zoho Desk Javascript SDK Documentation
Hi, I am trying to find updated documentation for the Zoho Desk Javascript SDK, we are building some extensions for Zoho Desk this will be helpful. Thanks.
Storing strings larger than 64KB in creator forms
Greetings in my application i'm working on a widget where the user can input large amounts of text (screenplay scene outlines and actions), after the user is done with writing i want to save the input as stringified JSON in my form. the issue is that
Unblocking Gmail User to zoho mail
Hi, need help on unbloocking gmail user to may zoho accounts , they can't reply on email but they can send new email to us
Service Products in CRM
Is it possible to have resources associated with a Service Product in CRM like a piece of equipment so that if that equipment is scheduled for one job it cannot be schedule for a second at the same time ?
Dynamic Geo-fence
It would be amazing if we could dynamically setup the Geo-fence for a form from deluge.
Customer Newsletter - April 2023
Hello Everyone! We are thrilled to announce our customer newsletter for April 2023! Check out the April newsletter to know all about our newest features, upcoming features, blogs, product tips, webinars, and a lot more. Click here to read our latest newsletter!
How can I make a clickable URL on my accounts page that gets calculated from the value of another field?
We have the Professional Edition of ZoHo CRM. I'd like to have a clickable link on the accounts page that incorporates parts of the content of other fields. I've generated the URL using a formula, but it's not clickable. I tried to use a workflow rule
how to add emails or phone calls as activities
is there any way to add a phone call or completed task with detail. for example, i have a phone call. i'd like to show a completed phone call and put in notes about what we discussed. or copy in details from an email about a task. Can we do that.
Why can't I add a lead to my journeys?
Hi everyone, I'm trying to add leads acquired through webhooks (using a form on my wordpress site) to my Journey on Makreting Automation. As you can see from the attached image, I don't understand why this drop-down menu doesn't have the list of my Journeys
GPS Location for Assets in the field
We service clients large assets We have a number of custom modules and fields I would like to be able to copy & paste the GPS location or GPS Plus Code from Google Maps and past into a custom field called 'Asset GPS Plus Code' Then view the location inside
Can I automate and send Invoice PDF when payment is received
My Process is as follows: We create EST. We convert to SO We then convert to INV when customer approves purchase. We send INV for payment We are needing an automation that emails the INVOICE PDF to our HP Printer automatically. My initial thought was
【ZohoAnalyticsの質問】複合グラフでの2軸のグラフ作成または別手段の表現方法について
現在ZohoCRM、ZohoCampaignsで管理している2つのデータについて、 相関関係があるかをZohoAnalyticsの複合グラフで表現したく苦戦しています。 データは下記のような2つのものになります。 1．母数が1,000～100,000になるCampaignsのメール配信数 2．母数が1～100ほどになるCRMで管理しているコンバージョン数 Campaignsでメールを配信した後にCRMのコンバージョンが伸びるので、 それを複合グラフで表現することで配信後どれくらいの期間コンバージョンが増えるのかや、
Custom Creator App continually breaking
Our ZOHO Developer created a ZOHO creator app that my field techs use every day. It has become an integral tool to dispatch my Field Techs and provide Customer Information, GPS, Crew Data, Time keeping, Sales Orders etc.. It would seem that anytime there
Customer portal for online services companies
It will be a cool solution if we will be able to create a customer portal where clients will be able to register by invitation, access to their details and update them, upload their photo, acces to their subscriptions plans and see status live, paused,
Users not able to see Business Messages
Hi Community! I hope this message finds you well. We are facing the following issue with the Business Messages module. Some users have reported that when they enter here, they see no records. This is strange because they have full access permissions,
CRM Signals Not Updating
CRM Signals show a red number for new activity however the list never refreshes so I can't see the actual recent activity. Whilst looking into this myself I noticed that "Campaigns Opened' was unticked, for it to tell me to integrate the two apps, but
How to fetch task id from Zoho Connect?
Hello, I'm trying to update a task in Zoho Connect and it requires the task id, but I couldn't find where I can get the task id. Also is there a function or API to fetch task in Zoho Connect?
How to do so that only certain items under "Composite item" items showed in a sales order?
I am selling gift pack to client. For example, I pack a cup using a paper wrapper, I pack tea leaves using tea bag, and I create the package under "composite item". But, all the items (cup, paper wrapper, tea leaves and tea bag) in the package will appear
Task Layout + Budget + Project Rollup
Hello, Please consider adding advanced functionality to the layouts and fields creator to account for projects that use roll-up functionality. This would include aggregate / average / median functionality at the task list / milestone and at the project level. An example use case: We use 3rd party vendors and partnerships who bill on a fixed cost / cost plus agreements that is tracked at the task level (as well as some fixed costs associated with the project). If I add a custom field to the task layout
Making a graph from a pivot chart
Is it possible to make a graph out of a pivot chart?
Zoho Expense to Books integration is flawed
When a user submits a expense report for approval and then the report is approved there is a flaw where zoho books cannot break that single expense into multiple charges to match with any bank or credit card feeds. As we know once that report has been approved it cant be changed in zoho books. This becomes a major issue when purchasing through Amazon (or other retailer such as Alibaba) where they can break that single bill into multiple charges. The work around that I was given was to "Exclude"
Attaching a file to a CRM Deal through Flow
We have a Flow that is grabbing particular emails from an inbox, running them through Flow's DocaMatic interface and converting them to a PDF, then we're trying to attach them to a Zoho deal. This last step we're trying to accomplish with this following
zoho multiple email attachments
hello i wonder if there is a way to upload multiple files (attachments) at once in zoho mail, having to upload 1 by 1 is kinda boring when you have lots of files to add. Mike Cabral
How to synchronize Products Module when customers purchase our products in Bigin CRM?
How can we synchronize the product quantity in the "product" module so that the quantity decreases when a customer buys our product in Bigin CRM?
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