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Zoho Projects : Import tags
Hi! I am new to zoho so maybe this is an easy fix- I am trying to import my task list with all of my tags. But they are showing up blank. How can I import the tags? There isn't an option to match it when I import the spreadsheet.
Integrate Google Drive w/Bigin
Does Bigin allow for the integration/syncing of Google Drive content inorder to embed and or attach files in emails on laptops and smart phones, iPhone specifically?
Zoho Assist - Long-running sessions disappear from active sessions list
During on-demand sessions that last an hour or more, the sessions will disappear from the active sessions list while still being active. This glitch causes major issues if the technician's browser window is accidentally closed or if the technician needs
Show SMS from Twilio into Cliq
I'm trying to find how to show any recieved messages from Twilio into Cliq, is this possible and if so how? Thanks in advance.
Need To Redownload Emails via POP Into Thunderbird
Hello, I was downloading a few days worth of email via POP, into my local Thunderbird account, when unfortunately Thunderbird crashed. For whatever reason Thunderbird won't download my email between yesterday (3/31) starting at 2:42pm and today (4/1)
Creating a follow up schedule?
Hi all, I thought this one would be pretty easy to find but I have resorted to asking here again. I'd like to create an automated follow up schedule. Here is what I'd like ideally: I add a lead, and there is a button I press specifically that says "Letter
Job Openings - Need to "unpublish" job from web site
We have a number of job openings that are either Open or On Hold. These aren't yet filled so we want to keep them in these the assigned status. However, we no longer wish to publish these job openings on our Careers page. How do I unpublish these job openings? I see an option to publish but not to unpublish these published job openings.
Attach Merged Document back to the Record
Hi I have a merge template that I have merge tags from the Deal Module. I want to be able to do 3 things automatically based on updating one field in the Deal: 1) Quickly Create the Merge Document from the Trigger Deal Record. 2) Email that merged document to a specific email address pulled from a field in that deal 3) ATTACH the merged document back to the Deal it was created from I can do the first 2 steps using Zoho Flow. BUT I have asked Shyam, and there is no way to attach the Merged document
Unique incremental ID identifier
Hello. I'm building an automated flow for a shipping company that follows: A customer registers from our website It becomes a lead in the system. They receive a new account email that must contains: {Name of the company} + prefix XXXX (unique ID identifier)
Zoho Pipedrive Import wizard leaving Zoho fields empty
I have imported Accounts/Contacts from your Zoho Pipedrive wizard, and my problem is that In Pipedrive the Field “Address” is containing: (see below) and Zoho Street,City,Zip (the default address fields) are EMPTY. So I can manually Cut and Paste from
Can I require all changes in a record to need to be approved for a trainee?
So I'd like to set up a short-term approval process for a trainee. Any changes they make to a record will flag that record for review before the changes are approved. I have a trainee that will be going through and sanitizing a lot of data in the CRM,
Pointer
Is there a way to have a pointer overlay so that I can guide customers of where to click?
Portal customisation
Hi guys How can I customize the portal? Ive tried lots of different things - including trying to implement Zportals (which just didnt work at all). Id like to display tabs across the top (each tab is to display a separate form); and show Related Lists
Priority work mode is now supported in the latest version of the Zoho Desk iOS mobile app.
Hello All, In the latest version of Zoho Desk iOS app (v2.6.17), we have brought in support for Priority work mode as well: In this mode the tickets are listed according to their respective priority. Please update the app either from the App Store or
Reimburse Bill Payment Expense
I used a personal credit card to pay for a bill received from a vendor. Normally when I reimburse myself I use Zoho Expense to submit an expense report and pay it from there via Books. But since this is an invoice/bill from a vendor... How do I properly
Are there fees associated with using more than one organization?
Hi, I'm just migrating from Quickbooks. I've always kept one account for my business and one for my personal. I created one for the business on Zoho a few weeks ago, which I've paid for, and one for personal today, which now says "free trial". Once the
how to customize priority and status pick lists for tasks
is it possible to customize the priority and status pick lists for tasks in Zoho Projects?
Best of Creator App Examples
Does anyone know of or have examples of really awesome Creator examples? Perhaps some great HTML pages? I've been digging into the app for several months, and have been trying to find examples online of very well designed Creator app examples, but come up short. I know there are the pre-made applciations in Creator, however, they all appear dated looking. Would be great if Zoho would periodically provide a showcase of great Creator examples and the back-end code to make them.
Notification filters are now supported in the latest version of the Zoho Projects iOS mobile app.
Hello All, In the latest version of the Zoho Projects iOS mobile app (v3.6.5), we have brought in support for notification filters. Now you can view the All/ Unread/ Flagged/ @mention notifications in separate tabs. Also, you will now be able to mark
Introducing Blueprints
Hello App Creators, Greetings from Zoho Creator! We're happy to inform you about a new feature called Blueprint—Zoho Creator's process management tool. This feature enables you to customize every detail of every process you design in your Creator application.
Sheets + Flow + Books
I have a Flow looking to updated or created rows in Zoho Sheets. Then it should create an invoice in Books. No matter what I do when testing the flow I get the final error in the Books flow test showing Zoho Books says "Invalid value passed for bulk_update"
The task on the board is moved to the archive
Hello. The task on the board is moved to the archive. How long can it be in the archive?
CRM Dashboard Component "Deals by stages"
We have an issue with the funnel view on the CRM Dashboard Component "Deals by stages". We are using 6 stages + closed lost + closed won. Each stage is mapped to a probability (5-90% + 0% + 100% ) Looking at the funnel the view does not follow the order (increasing % of probability) of the stages. That leads to a totally wrong display of the funnel. I could not find settings of configure options for the funnel. As it is at the moment it is useless. Does it work with you? Do I have a configureation
Item can't be created through Flow even though all data seems to be correctly formatted
My flow creates a number of Sprint items from CRM data when a deal moves into the closing funnel. The "Create Item" node works fine except when I try to assign start/end dates from CRM data and calculated dates. The input seems to match the error just
Products - Online Courses
Has anyone set up online courses under the category Products and if so how are you using the function(s) to market your Products to your Contacts? I would like to incorporate the marketing features that Bigin offers and perhaps schedule a series if drip
Create Sales Order Button From Potentials Module
I am having an issue creating a button to convert a "Potential" into a Sales Order.
Host Files of my WEbsite
I want to share downloadable content on my website. Can i upload my documents on Zoho.
Share complete form to another account
Hello everyone, two business partners and I each have a Forms Basic Account and are always trying out different things. Now we're looking for a way to share finished forms from one of the accounts to the others. So not to export the form data, but to
Reply email setup when using multiple departments
Hi there! Our Zoho desk is setup with multiple departments. We have a specific inbound/outbound email address for each of these departments so almost all inbound and outbound requests come and go via that department's email address. However, occasionally
ZOHO Form not working
Hi Team, I created a ZOHO form for Internship applications but the form is not working since I have shared it on mail. The link is mentioned below: https://zfrmz.in/4uQ3PZuvW3zCUtXVLziL I have also attached the screenshot of the error. It is all blank
https://recruit.zoho.com/recruit/private/json/Candidates/uploadDocument?authtoken=<token>&scope=recruitapi Not Working for PDF Upload
Hello, I get an internal error when I try to upload a PDF resume through the uploadDocument API call. uploadDocument help.zoho.com However, the upload works when using a simple text file. I tried multiple PDF files and got the same result. Simple Txt
ZC6 - No custom order for sorting/grouping ?!
Hello There, Upon analysing we could see that you are in the C6 version of Zoho Creator in which the custom order sorting/grouping is not supported as of now. I have raised a user voice for the same and our engineering team is working on the possibilities.
Zoho Campaign Email Reports - Tracking History need to update in Zoho CRM Lead Contact in particular field
I sync Zoho CRM with Zoho campaign and create list then send campaign. Now I want to update particular custom field in Zoho CRM like Email is Clicked. For Example I have lead in CRM that have custom filed Email info. Now I sync that contact in campaign
Customise billing types in Projects
On any given project, there are a couple of different ways we bill clients, and I would like to keep track of the time spent on activities in each category as easily as the billable / non billable activities are being tracked. Is there a way for me to
Zoho Mail not connecting on my website
Hello, Am trying to connect my Zoho Mail account to my website and get keeps given me this message below.
Add your brand logo to your forms
What's in a logo? Everything. Imagine you're getting home after a tiring day at work, absolutely famished. Then you see the warm yellow glow of the golden arches in the distance, waiting to envelop you in its warmth. What else do you do but pull up at the drive-thru? A brand is something familiar. It should give customers a sense of homecoming every time they decide to come back to it. With that in mind, a logo is the face of your brand. It solidifies your brand's presence with its potential to
Syntax Request for a Date/Time
I need the syntax for the following this code that is correct: dealRecord = zoho.crm.getRecordById("Deals",DEAL_ID); appsubmitRecord = dealRecord.get("App_Submitted"); info appsubmitRecord; IF I need the syntax for how the "App_Submitted" is 10 days or
415 Unsupported Media Type When Sending JSON in Request Body
Hi, I have been trying to interact with the API to create a folder under the team folders. I tested it with Insomnia REST client it works very well with the example request structure from your docs. However, I am trying to integrate a work backend with
Email failure
I have just received the following error when sending a mail. please advise Error while processing the request! Unable to connect SMTP server:smtp.office365.com Reason:Authentication failed:535 5.7.3 Authentication unsuccessful
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