How do I Change the View Under Accounts for the Contacts
When in an account and you scroll down to contacts it shows the following fields on this screen, Contact Name, Email, Phone, Mobile and Fax Is it possible to change this? I'd like to remove Fax from this view and put the Contact's Title so when I scroll
You want to explain to me why all my email accounts are blocked after asking for your supervisor?
BEWARE when you catch ZOHO telling you they will put you on a clean IP and then in fact do not do that. Then they wrongly state that the SPF record is the issue (it's not and I have proof of that) and then you repeatedly ask for the tech supports supervisor
Feature Request: Dynamic Field Names/Labels
I would like to suggest a feature that allows us to flex the Display Name (sometimes referred to as Label) of a Form Field. Example: Lets say I have two clients using the same Zoho Creator Form to input employee names. The Form has a hidden field called
How can I assign missed chat leads to a specific seller?
Hello, Missed chat (from Sales IQ) leads are assigned automatically to a specific person right now, how do I change that to assign them to a different person automatically? I have tried to create an automation rule in CRM but that did not work because
連絡先のサービス同期で「入力中にエラーが発生しました」と表示されました
Campaignsのサービス同期でCRMの連絡先項目とCampaignsの項目を同期させたいのですが 担当チームという項目を同期しようとするとエラーが出ます。 「入力中にエラーが発生しました 項目に無効な文字が含まれているためです。修正してから、次に進んでください。」 担当チームは選択リストで選択の値は北、東、南なのですがどこが無効な文字かがわかりません。 ご存じの方いらっしゃますでしょうか？
Automate sending of Email with attachement(s) from a records File Upload field
I am trying to create a function that will search for pdf documents that are attached to records via file upload fields, then send an email with the document(s) attached to it. I've seen Anbu's response too this specific idea here, however I just cannot
e-mail sent troug Zoho SalesIQ to a lead is not shown in Lead history
I got a Lead from SalesIQ chat in my website. There was no operator online at the time and this visitor was automatically added as a Lead. I replied with an email directly from SalesIQ, but this email was not noted anywhere in Zoho, especially in the
I'm pissed as fuck
What the hell Zoho! Always the same goddam problem. It takes time because the simplest things just don't fucking work. Today it just took me 3 hours to complete and send a 1page privacy letter to a client. And you know what 99% of the document was already
"Use This Test Data" fails to populate data for Decision Block
Clicking "Use This Test Data" does nothing when the option to do so is presented as in the example below:
Introducing enhanced analytics suggestions, powered by Zia
Dear All, Zoho CRM offers various types of analytics components for user dashboards, like charts, KPI, comparator, anomaly detector, cohort, target meter, and so on. We're excited to announce that you can now use Zia's advanced suggestions to build these
Is Bigin Support Available?
I have submitted three requests for support - two emails, one via the help site - but have yet to hear from anyone. Is there support for Bigin or is the product so new that they don't have staff yet? This is making me reticent to even explore it, let alone switch from my current CRM provider.
Revamped UI for Groups in CRM
Last modified on 19/04/2023: Revamped UI for groups is now available for all Zoho CRM users in all DCs. Learn more about this feature in our help docs: Create Groups Dear All, Creating groups in your organization helps you assign records easily, approve
Inventory templates - Hiding empty lines
Is there a way to modify inventory templated to hide empty address lines? We currently have our templates formatted with each address field on a separate line. In most cases one or more fields are blank which leaves blank line on the output template.
Integrate SharePoint list to create leads in Zoho CRM?
Hi Guys, Was just wondering if anyone knew a way to integrate a sharepoint list which is generated by someome submitting a form off microsoft forms. A form is submitted then is added to a list in sharepoint basically. Is there a way I can get these submissions
Referencing a filw in Workdrive
Hi, I'm building a form where the user will need to reference (not upload) documents hosted in our workdrive. I thought about using the Upload field, but this would copy the document from workdrive to Creator. Not reference it (is permalink it) Using
Facebook Lead/Messenger Lead to Bigin directly
Hi, We sell more on Facebook messenger, inquiries, and order confirmations at the moment. Can we directly import or integrate Facebook Messenger Lead information to Bigin directly? What are the ways to get lead information directly to Bigin? Thanks,
Do web forms in Zoho CRM capture the lead source? And what about automated emails?
Hi Team, This is my first question. I am yet to begin my free Zoho CRM pack. My question. My understanding is that I can use web forms on the website to capture leads. If leads come from facebook, will the form show the lead source as facebook. If leads come from Google organic search, will it also show the same? Notification emails > When forms are filled, can I customize the number of notification emails that would be sent? Is the above possible in the FREE version or do I have to take a subscription?
Problems with some email accounts
Hi, We have problems when we need send mails to some accounts. The emails are of valmesa.es domain. We send email to others accounts in this domain and works well. The problems only happens with some accounts: We think than when we send an email through
Email : incomming outlook MFA, outgoing Sendgrid, anyone succeed to connect?
Hi, We are using Outlook 365 for incomming server emails and using sendgrid as outgoing server. In zoho CRM email settings, when we use OTHER with IMAP, it turn indefinelty and the connection is never etablished. It's that way since MFA was implemented
Lookup returns ID not value
I've created a sales order form, and when I select the account for the sale via Lookup it returns the ID for the Billing Country, Billing State, Shipping Country and Shipping State instead of the value. Here's the code I am using to pull the account information into the order form: selected_Sold_To = Account [ID = input.Sold_To]; input.Billing_Street = selected_Sold_To.Billing_Street; input.Billing_City = selected_Sold_To.Billing_City; input.Billing_Country = selected_Sold_To.Billing_Country.toString();
Announcing early access for PathFinder in CRM Plus
Hello everyone, We're happy to announce we're launching early access to PathFinder—our journey discovery tool—in CRM Plus for all users. Every customer traverses a unique journey with your business that includes different touchpoints and channels. It's
Can not create invoice when item in SO is on back order?
Hello, Ran into a hiccup today when I tried to use the Backorder feature for the first time. Why is the whole order placed on hold when 1 line item is on back order? A lot of the time, customers want to pay for the complete order even if we do not have
lines are receiving resumes on their Official gmail
1-) Hiring line are receiving resumes on their Official gmail, how to turn that off?
MULTIPLE ISSUES
Hi. These are the issues I'm having and/or have questions about. 1) Whenever I login to my email it always gives me an error message. See attached. Been this way for year. Doesn't matter if I'm using Safari or Google. Same crap. 2) Just received an email
Zoho Recruit - Inbound Emails Not Showing up in Record
Hello, We are using Zoho Recruit, and have all of our emails mapped accordingly from our gmail. All outbound emails are showing up on the Application/Candidate record page, but no INBOUND emails. Any ideas?
Portail client Zoho recruit
Bonjour, J'ai besoin du portail client pour Zoho Recruit. Comment puis-je l'acheter ?
Candidate Approval
It will be really useful if we could mass update or edit/delete candidate profile here.
Agent Time Report
Hello, I am trying to get an agent Ticket Time Entry report to pay my contractors out. The issues I am running into: -The time on the report for Create Time (Time Entry) does not match the agent page time report. -My report does not include all the agent's
How to re-publish a job opening that was closed, then re-opened
We have a job post that we closed, but then decided to re-open again. How do you 1) Republish to our career site and 2) Republish to job boards?
Can't Add Guest Users in ZohoDesk Contacts
Hi ZohoDesk Support, good day. Need your assistance since we can't add our Guest users in the Contacts. Sometimes it works, sometimes not. Kindly advise. Please see attached error when we try to manually add the user. Thank you.
Using Supervise Rule to Remind Agents
Can I use a supervisor rule alerts an agent every day at a specific time if they have not replied to a ticket within 48 hours? For example: Monday at 8am: Ticket Submitted Wednesday at 8am: Reminder sent to agent if they have not replied to ticket Thursday
Reporting
Good afternoon, I am trying to get a list of people associated/hired to jobs by client. How do I pull a report that shows all the applicants associated with a client and the status of the candidate or employees?
Cannot purchase more mailbox
Hi guys, I would like to purchase more mailbox for my client (likely 15 mailboxes), I purchased 4 and do the setup, but when I going to purchase the 5th one, the system stopped to do that and told me to contact payments@zohocorp.com. I have contacted
Zoho mail being blocked by spamcop
Outbound email started bouncing today. Having recipients add me to their contacts doesn't help. I even had a recipient turn off spamassasin and it didn't help. Finally, I'm also receiving emails only very slowly - hours after they're sent in one cas
Custom Function Argument Mapping Formatting Help
Howdy, I'm attempting to implement this custom function that checks for duplicates between the Leads and Contacts modules, using the email address. The code: relcont = zoho.crm.searchRecords("Contacts","(Email:equals:" + email + ")"); relcontsize = relcont.size();
Using BCC on "Send Email"
I'd like to auto populate the BCC field when selecting "Send Mail" from a contact record. Possible? I suspect not possible from reading older posts. If that feature isn't available can the Mail view have the BCC default to open? TIA
Custom Function During Blueprint Transition
I have some conditions for a deal to move from one stage to the next based on the status of related list items and some related Creator records. Right now I don't know a simple way to validate the statuses of these related items before allowing the transition.
Tip #8: Cómo integrar Whatsapp con Zoho Desk
Este artículo es una adaptación de la versión en inglés Hace unas semanas presentamos las novedades de Zoho Desk para 2023. Ahora queríamos entrar más en detalle de una de las actualizaciones más esperadas por todos los usuarios de Zoho Desk. Se trata
check vacation request on other form
Hi all, Could anyone help me what's wrong with this code? My intention is if the assistant set vacation status on the Timesheet form the script should check if the employee has a valid vacation request for the certain day on Vacation form. checkvacreq=Vacation[ID==input.Name];
Email replies from tickets are showing up as a single user in Zoho Desk
Hello, I have an issue (?) on my tickets, I have created a workflow rule that sends an automatic email reply to clients, when I do that, the workflow rule asks me to set up the email reply and it asks me which email address I want to use as a sender,
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