Refreshing Zoho analytics queries
I have one master table and multiple child tables derived from that table. If i update the master table or create new master table and change reference of this new master table in the child tables, it throws error : The table 'XYZ' does not exist in this
Workflow
if a person responds to the campaign does the campaign stop (replying to a e-mail, unsubscribing, etc.). How do we stop the campaign for a particular person when this happens automatically vs. relying on the rep to remove them from the campaign?
Plain text email templates?
Is there a way to create an email template that is only plain text? I see the option to create a blank email but it's still HTML and has a grey background. I want completely empty. Is this possible?
Colored Tags
I just started geting to use around Zoho Notebooks, I love all its incredible features, but there's one thing I would love to see, as for TAGS, I would love a way to see COLORED tags instead of having to put a emote next to it. like this. I would love
Capital letters
Everytime I begin a sentence it doesn't automatically start with a captial letter anymore.
rules of field
Isn´t yet possible to apply field rules to subform fields? I have a subform with a pair of dropdown field and i´d like to show answers in one of them deppending answers in the other one. Thank you
How to change my email ID?
How to change my email ID?
Not able to receive emails in apple mail app
I can't receive emails, but I can send them with apple mail app all of a sudden. And cannot get help from Zoho. I'm sure I'll eventually get help, but it takes weeks sometimes. Here's the error messages I get:
Workdrive Tools For Pages Within Files - A Must Need
Workdrive should add functionality that allows individual pages within a file in Workdrive to be: 1. Selected and resaved as a new file 2. Deleted from a file 3. Labeled 4. Subject to Data Templates This functionality is needed because individual items
Unable to Create Zoho Booking via the Booking API
I'm adding the below data to post the appointment. {"ticket_number":"1139","service_id":"4158687000000807146","workspace_id":"4158687000000468026","staff_id":"4158687000000816006","customer_details":{"name":"janak new","email":"janaktest@malinator.com","phone_number":"+919876549876"}}
Expense - Search by Expense
Is there a simple way to search for a single amount of an expense in the admin view. In other words, in the ADMIN view I would hope that I could easily search for a single expense by amount. In other words, an auditor asks us for a receipt for $22.48.
Need help with Function
Hi - I am having a difficult time getting a function to work. This is a copy of a function that is already working well in our CRM, but with variable names different. So no idea why the original works and this variation won't. This function executes on
Add option to mark Customer pick up at a warehouse
I have a use case where some of the customer will go and pick up the product in our warehouses. Right now, I cannot find a way to reflect those customer that are picking up a package since the next step is a shipment. I created a shipment carrier named
Coupons for payment field on zoho forms
Is there a way to create a coupon field if I want to accept payments on a zoho form? Thanks, Joey
How to upload Candidates profile image to my Site automatically when new record create
We used deluge script response = invokeUrl [ url: "https://www.zohoapis.com/crm/v3/Leads/4975237000004609001/photo" type: GET connection: "crm" ]; info response ; This script used to get image from CRM module, But we don't no how to upload image to my
How to Send Text MSG from zoho desk
I have an requirement to send text message to customers from zoho desk or initiate the chat with customer regarding his/her ticket. Is there any direct or standard way to do that. Any help would be appreciated. Thanks a bunch in advance!
Public v Private Comments
Is it possible to set the default for comments within a ticket to Public? I am the only agent so I see little value in creating Private comments as there does not appear to be a notification sent to the client when a Private comment is posted. I dont
how to remove myself from getting posts
i keep getting email notifications that someone had a Zoho question and how to stop getting those noticces of things I've not even commented on?
Creating a subset of Contacts and deleting one
When I create a sub-set of contacts from a Tag, and then delete one or more from the sub-set, will I find the deleted one in the primary Tag Contacts? See the screen capture attached and the two contacts checked off in red are the two I want to exclude
Can Zoho Bigin generate CRM activity reports similiar to Zoho CRM?
I would like to know. Can Zoho Bigin generate CRM activity reports similar to the report module in Zoho CRM? And, how can it be done?
Associate multiple deals with one invoice
Hi, My organization is using the Enterprise edition of Zoho CRM. I would like to convert multiple deals into one invoice. I am currently trying to create a custom action, to create this but we are not able to link multiple deals in one invoice. The code
1 Brand with 2 google my business.
I need to integrate my 2 GMB accounts (it is the same brand - 2 different locations). Can you help me please
Would like to have attachments on email templates
Hi all, I would like to be able to add attachments to email templates. I cannot see anyway to do this from the email template setup page. Jimmy
List mails from sender does not return anything in some cases
Hello, Up until recently I've been using a handly feature to list all mails from sender available when someones email was right-clicked. Not anymore, as even though the menu option is still there it opens a new tab saying No messages matched your Search. It does not work on only some emails and I could not figure out what makes those emails in particular so special. Other emails work just fine. For instance, it never works for me to get emails from notifications@github.com. I tried it on windows/mac,
IMAP Not Working
Hello, when I try to add my Zoho email to Thunderbird I get a login error. I am not able to enable IMAP on my account. It says I need a paid plan. I thought I had a paid plan. I've tried both imap.zoho.com and imappro.zoho.com.
Can not change the lead detail layout page view
Hi, Even though I've created a new layout, changed the status and defined users, I can not see my new lead layout, the standart one is coming. How can I solve that? Thanks.
How many members can be in a single group?
How many members can be in a single email group?
how to fetch aal items from zoho books invoice line items
I have done integration of zoho books with salesforce using zoho flow. And my requirement is that whenever i create an invoice in zoho books the same should get generated in salesforce and also the product object i have in salesforce where all items in
Signatures no longer showing up on emails sent from Zoho mail
My client has an issue that has just recently appeared. When sending emails, the signature does not appear. When she first logs into the web client, the FIRST email she sends has the signature attached. All subsequent emails do not. I am not talking
Incoming Outgoing Blocked
Dear Sir/ Madam, my zoho hosting account alamgir@rawedgebd.com have been blocked for incoming - outgoing. i have deleted my storage files now its arounf 3 GB but its still showing disabled. please help to unblock it. my important mails are pending. thanks Alamgir Sheikh zoho hosting mail account : alamgir@rawedgebd.com
Customer referral program
I see that this idea has been thrown around but I don't see a clear way to accomplish this with Zoho CRM. Any help would be greatly appreciated. Needs: Users get a referral link that they can send via email or text messages to those they are inviting
Speech to text feature in Zoho One
Hello, is there any speech to text tool in Zoho One? I've seen Researchstudio brings such feature (ResearchStudio | Features (zoho.com)) As I'm not able to access it (it is probably not in our Zoho One plan), is there a way to use it via API? Thank
ActiveSync not working on Outlook App for iOS - but works on iOS Mail App
Last week, I was able to add 2 accounts using Exchange ActiveSync via the Outlook App for iOS. Just today, I can't seem to add an email account. Using the iOS Mail App, it works ok. I am using the regular configuration with msync.zoho.com for server. Just to add, I know how to do this since I was able to do so for two other accounts. It works on iOS Mail App and not on Outlook App. It was working before. There is no problem with the password as it works on the web and via iOS Mail App. ActiveSync
Can one item be in multiple categories?
I am trying to determine how an item can be in a vendor group for PO entry and ease of ordering from them, and then another group to populate a customer invoice? Do I need to use categories for one of these and group for the other?
How to throttle mail merges between individual messages
I need to set a delay between messages, so the mail merge doesn't send a whole bunch of messages in one shot. The delays could be set at say 30-120 seconds, this is between INDIVIDUAL sends in the mail merge. This feature exists in Lemslist and Gmass as seen over here: How can I do this with Zoho CRM
1 to many Inventory Relationships
Hello, We have 80k listings selling on eBay, Amazon & our website. These 80k listings are made up from 800 core products. Therefore I would look to have 800 core products in zoho inventory. I would then map the 80k listings to the 800 products in zoho
How to display Zoho Inventory Items and Item count in your website using API?
I always get this error when trying to fetch from my website Access to fetch at 'https://inventory.zoho.com/api/v1/items' from origin 'https://myredirecturi.com' has been blocked by CORS policy: No 'Access-Control-Allow-Origin' header is present on the
How often is the sync between CRM and Desk done?
I know the sync between CRM and Analytics is every 3 hours. But how about CRM to Desk?
Is there a way to establish "non-working days" fo holidays so no milestones or tasks can be added?
It would be great to be able to use the DURATION timeframe but it puts tasks on weekends. Also I am unable to establish other non-working days for a project, like Martin Luther King day. Thanks for the help! Kristina
Introducing enhancements in Zoho CRM Plus
Hello everyone, We've come up with some new updates for Zoho CRM Plus and can't wait for you to try them out. Let's take a look at what we've rolled out. Improved Email Parser in CRM CRM's Email Parser which helps businesses automate the process of adding
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