The Future of Live Chat: Essential Customer Engagement Features for 2023
It has been more than 20 years since live chat for support and engagement became mainstream. Almost all websites these days have some sort of live chat tool embedded, and most website builders come with an integrated live chat software solution. So, if
Deluge in Zoho services #5: Zoho Connect
Hello everyone, Greetings from Deluge! Whoosh 🌬️ That's how quickly the first two months of 2023 came to an end, and now we're in full speed ahead! We hope you found the previous post in this series useful and are now back with our latest post. Basically,
Ability to associate emails to a Potentials, Contacts or Leads
Wouldn't it be nice to be able to associate incoming and outgoing emails to Potentials, Contacts and Leads.Other than the recipient or sender. The Zoho Outlook Plugin can do it, why not within Zoho Mail. Many businesses, such as brokers, finance, banks,
Share files instantly with the WorkDrive-Cliq integration
Whether you work from the office or from home, sharing files with your team for review, discussion, or feedback is likely an important part of your routine. Simplifying this process for seamless communication has always been one of WorkDrive's primary
Product Lookup List Problem
Hi, I have a product lookup field. When I search the lookup list for products it also retrieves all "inactive" products. We should have an option to include/exclude "inactive" products when adding the product lookup field in the module builder. I deactivate
How Do I Delete Templates From My Libary
I have edited a few templates and saved them into my template library. I now no longer need some of the templates and want to remove them from my templates to make it easier for me to find the templates I actually need. How can I do this, is there a 'manage my templates' page?
This domain is already associated with this account
Hello Zoho, Can you reset my domain coz may domain benec.vn * This domain is already associated with this account "r*****i@i*****". i cant add my website benec.vn because already added.
Unable to send message: Reason 550 5.4.6 mail rate exceeded limit
Hi, one of my user is unable to send messages. He is getting message he cannot send. Error: Unable to send message: Reason 550 5.4.6 mail rate exceeded limit User Email id: info@las13rosas.org Kindly revert asap
Account search not working
Hi, If I am adding a contact and when I go to the Account field, a drop down box pops up with account names, but when I start to type a name, it shows No Results Found. Even I type one of the names that shows up in the box before I start to type, I get
Recommendation for Magento 2 Integration
Could anyone recommend an integration for syncing customer orders from Magento 2 to Zoho Inventory? I have seen Kloud Connectors and I think I'll get in touch with them, but I wanted to see if anyone else has had good experience with another? Thanks
Segment not picking up contacts
Hi. I've created a segment based on some criteria. There should be 5 contacts added to that segment. However, only 3 contacts show up despite the fact that all 5 contacts meet the criteria. How is this possible?
452 mailbox delivery restricted by policy error - despite having no restrictions
Contact tried to email me, received the following error: 452 mailbox delivery restricted by policy error I check the admin settings. Using the default policy. No emails or domains on blocked list, no restrictions whatsoever. The only restriction was incoming
Trying to push the additional address to contact via API in zoho inventory
Hi , I would like to know the possibilities of adding the additional address via api for customers in zoho inventory contact module. I have tried to update using the update contact api but it's not working.I have enclosed the function FYR! error:{"code":15,"message":"Please
Planning to use the Zoho Inventory for my Sales Channels (Multiple shopify store, amazon etc.)
Hello guys, I'm planning to use the Zoho inventory app to manage my inventory for my multiple sales channels. Before that, I would like to verify that this will work for us. I understand that if I integrated my first Shopify channel it syncs all the products as items in the Zoho inventory. Is there a way to sync only a select products? I want to test if this would be in line with our product discount app. On how our product discount work - it duplicates our product (making a 2 version of spreadsheet
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Import data from Bigin
Dear All, Zoho CRM provides you with multiple options to migrate data from your existing systems into Zoho CRM with the help of our data migration wizard, thereby reducing the hassle of manually importing data. In line with that, we've now added the option
How to use QR codes to lookup a record
Hi all I've designed a simple equipment record and maintenance tracking app. Everything works fine, but we are planning to have QR codes on equipment that can link straight to its own record. Rather than get URLs for the equipment records from the QR
Tips and tricks #53: Four Zoho Show add-ons to help you create quality content in your slide decks
Hi All! In order to improve the efficiency of our web application and enhance your user experience, we have integrated Show with select third-party tools. These add-ons are available for free from the the Add-On Store which can be accessed the toolbar
Reset SalesIQ Widget from ready event
Hi, we have a Problem with the JavaScript API for the SalesIQ Chat Widget. We want to make sure that the SalesIQ visitor information in the chat are not displayed after logout. In our application logout is possible through other means than just a button click. For example, the user needs to reauthenticate after a day, if he hasn't ticked "stay logged in". A reload of a page will thus delete authentication cookies and load the page as if he wasn't logged in. This and other means make it rather impossible
Zoho Recruit Get Assessment By Deluge ||
Scope of Connection= ZohoRecruit.modules.ALL ZohoRecruit.modules.CREATE ZohoRecruit.modules.UPDATE ZohoRecruit.modules.DELETE ZohoRecruit.modules.data_subject_requests.ALL ZohoRecruit.modules.application.ALL ZohoRecruit.modules.custommodule.ALL ZohoRecruit.modules.assessment_submission.ALL
How to delete visitor history
I would like to delete my visitor history as I was testing my installation. How do I delete and start fresh?
Focus Group Webinars - Q1 - 2023
Zoho CRM can be allied with other Zoho products to operate business processes and achieve several functionalities efficiently. Generally, all of these integrations can help scale business activities and also save a lot of time. For this Quarter (Q1: 2023
How to creating tag by deluge crm
Deluge data = zoho.crm.getRecordById("Contacts",conid); lastname = data.get("Last_Name"); // info lastname; Account_Name = data.get("Account_Name"); // info Account_Name; Shipping_State = data.get("Shipping_State"); Lead_Source = ifnull(data.get("Lead_Source"),"");
How to sync folders to zohoworkdrive
How do i sync my folders to zohoworkdrive
Why are attached files so slow to download from zoho email?
Hi, I am using zoho email since 1 month and i have no issues with text emails, however when they got an attached file it is so frustrating to get the attached file. It takes like 4 minutes to download a 2MG file. I already checked my internet speed and
LinkedIn Personal Profile Connections Disappeared
We have several clients who we post for on both their LinkedIn Company Page and Personal Profile. Today (March 27, 2023), we got an error that the "token" wasn't connected. The option to add the personal profiles also appears gone from the clients' menus.
Change Custom Form to Remove Approval Needed
Is it possible to change a custom form in Zoho People to remove the need for an approval? My use case is that I implemented a custom form for my employees to record oddball work that was outside of the norm. When I set it up, I thought I would want to
ZOHO Recruit Staffing UI Issues
Is anyone in the community seeing UI issues on Zoho recruit ? Please see attachment with examples. It is super annoying for our recruiters. Zoho has to do better if it wants to stay competitive with other top ATS like rippling, recruiterflow etc in the
Team adding
How can i add my team?
Unable to verify my subdomain linked with zoho desk to google search console.
My subdomain support.foyr.com is pointing to zoho desk. I wanted to verify my subdomain on google search console. Steps below. https://support.google.com/webmasters/answer/9008080#google_analytics_verification As my subdomain is a CNAME record pointing
support@farebuddies.com has been blocked due to security reasons.
Web block: Suspicious login activity. Mail Outgoing block: Suspicious login activity. I have set up MFA. Please unblock it.
How to pass parameters while InvokeURL to update Candidate Status in Zoho Recruit
How do we add mandatory parameters while posting or invoking a URL with OAuth token in Header? I tried passing it as a Map but facing an error with Errore Code-"Null". I referred the Zoho Recruit | changeStatus Method for the API and have attached the
do invoice for customer for automatics invoices
I have an application in which I serve clients, I worked a contract between me and the client on a certain date, I want to send the customer invoices that 3 invoices every end of the month how to do that in the Creator, and how to separate his clients
redirect to edit record form from creator widget
Greetings i'm working on a widget for my creator app where i'll be displaying details of different records, for each record i want to have a button where the user can click it and be redirected to the edit record form to edit that specific record. how
Zoho Creator - How to avoid multiple IF statements?
Hi All, Is there a way to avoid multiple if statements by referencing a map or similar? For example, I have dropdown list with 15 options. The input of this field will trigger different options in the form. I want to avoid 15 separate IF statements so
A/B Split Email Testing from within Zoho CRM
Does anyone currently have any sort of A/B split testing happening from within Zoho CRM? We currently use workflow rules within Zoho CRM to send out emails, but are hoping to do some A/B split testing to determine which email work best. Is anyone doing
Scheduling a call with a contact related to another contact
I'm looking for a way to schedule a call with one contact and associate the same call with another contact. Typically, I would imagine this can be done by using the "Related to" Field in the call. But I can't find the option to associate a contact here
Client Portal Login With Registered mobile Number and OTP
This feature will be very useful to my customers because they don't remember password and login with mobile number will be very quick.
Custom functions - get records by view name - getRecords(viewName)
Has there been a breaking change with this feature? Several of our deluge automations no longer work, as of today. For example: deals = zoho.crm.getRecords("Potentials Awaiting review Unassigned"); info deals.size(); Returns 0, even though there are many deals in the view named "Potentials Awaiting review Unassigned" Changing to: deals = zoho.crm._getRecords("Potentials Awaiting review Unassigned"); info deals.size(); Returns 1. Performing a .get(0) still returns a map of size 1. Performing a further
Email Notifications for Picklists
Maybe I am missing this, but I do not see how someone is to be notified of a new picklist in Books?
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