Zoho form - Bigin Upsert Record
How to add another field to check existing record to upsert ? It's show me only Email field in Upsert Record and i want to update my customer record with existing phone number.
How to avoid junk leads
Is there a way to bypass junk leads to zoho or can we put some secured/encrypted URL to submit the form to prevent lot of junk leads in zoho?
How can I add images to contacts in Zoho Begin
I'd like to add a profile picture to each of the contacts in the CRM.. How can I do this? I can't see any options in the custom fields for images.
Can't edit contacts!
I want to update the photos of my contacts, but when I click the edit button, nothing happens. I tried Firefox and Chrome.
Duplicate dashboard OR dynamic datasource
Dear Zoho Team, I want to offer the same dashboard to different companies, and in my architechture each company data resides in a dedicated MySQL database. So I would like to be able to embed the same dashboard and pass as embedding parameter the proper databsource related to the db of the specific company. Is it doable? I think not. So I thought to a different solution: I duplicate the dashboard for each company. But surprise: I neither cannot fond a Duplicate/copy button for my dashboard! This
Zoho CRM Formula Field in Linking Module
It will be a great addition to have a formula field in the linking modules. For example I have a linking module that links Accounts and a Custom Module called Product Types. The linking module copies Revenue from Account and Minimum Budget from Product
Adding a playable video widget
I've been requested by a department to create a form which would play a video and underneath it have mandatory questions to be able to quiz staff on their knowledge. I can find no way to add a playable youtube video...am I missing something or does Zoho
Custom Fields in Zapier
Hi, I'm using zapier to move information from an accounting software to zoho subscriptions. I would like to use the custom field for customer and also subscriptions (please view image) Please advise: 1. How do I create those custom fields in zoho subscriptions 2. Where can I find the index number to be used in zapier. Thank you.
Type of zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception)
Upgrading an app from PHP 7.4 to 8.1, using the same zcrm_oauthtokens.txt file and zohocrm/php-sdk-archive 2.2.1 I get the following exception Type of zcrmsdk\crm\exception\ZCRMException::$file must be string (as in class Exception) Any idea what causes
The 200 Character Limit of the Offline Payment Instruction field is almost always too small, and should be dramatically increased.
One issue in Commerce that I've found to be frustrating that I imagine would be simple to address would be to increase the amount of space allowed for offline payment instructions in the final checkout screen. Currently Commerce only allows 200 Characters,
Zoho Forms - Options No Longer Available after selected by someone
Hello, I am trying to use my embedded Zoho form for an appointment booking situation. I would like to have a selected 10 days, and times available. But when one person selects the information then the day/time is no longer available for the next person.
Limiting Products by Account
I see that I can associate different products to different Accounts. However, when a user from an Account is creating a ticket in the portal they can click on the Show: All Products link and they now have access to all products in the system. Is there
Barcode Generate in ZOHO Creator
Hello All, Problem:- How can Generate a barcode inside the Zoho creator? Solution:- BarCode API:- https://bwipjs-api.metafloor.com/?bcid=code128&text=PIyushGoyal&scale=3&rotate=N&includetext rotate:- N : Normal (not rotated). This is the default. R :
Anrufe aus CRM mobil mit Softphone virtuFon von INOPLA
Unser Telefon-Cloud-Anbieter INOPLA (Zoho-Telefon-Integrator) bietet ein Softphone auch für mobile Endgeräte an. In der mobilen App von Zoho CRM wird uns nicht die Option dieses Softphone angezeigt. Was müssen wir tun, damit in Zoho CRM mobil die Option
Shopify integration + serialized items
Hi. I am currently testing a zoho inventory environment as a replacement to what we use. I created a fake shopify store to link to. I would need my items from shopify to link to zoho, but I need zoho to handle serial numbers. The problem I am running
How do I create subitems in inventory?
When I click on ITEMS, I would like to sort my inventory by VENDOR. For example, I order certain supplements from vendor Standard Process. I would like to have all the products I purchase from Standard Process grouped together. I do not want products
Mortgages
How do I record mortgage payments in zoho books.
Tiny Tip Tuesday #58
Disqualifying respondents who don’t match your survey criteria has always been a concern. These respondents might be your potential leads in the future, or they might introduce you to new leads through word-of-mouth marketing. This is done right with
Tracking participants' availability within the Zoho CRM mobile app
Availability of people is something which is hard to find these days. Keeping track of it is altogether a different story. On the Zoho CRM mobile app, we can track the meeting invitation status of the participants within the meeting record. Before diving
Can we reflect or sync Zoho Books customer status in the CRM?
When a customer is made inactive in Zoho Books, is there a way to reflect that status in Zoho CRM? I can't find a field to sync between Books and CRM. Are there any workarounds?
Marketing attribution/ ROI
Dear community, We're now starting to figure out a way of measuring the impact of all our marketing activities against the amount of the won deals in CRM, using CRM functionalities. I know this is a difficult topic. Rough ideas would be a system of touchpoints
Protect yourself from web pixels
Some emails track you. Let us tell you which ones do. We receive a myriad of emails on a daily basis. The majority of them are usually newsletters and promotional emails, probably from your favorite store or that website you gave your email address
Generating a Report showing all Products assigned to Deals
Hi How can I generate a Report showing all Products (and their prices) assigned to Deals? For example, I need to generate a report showing all Deals in 2020; what Products were assigned to each Deal; and theprice of those Products that were assigned to
Retrieve Zoho Mail using Zoho CRM API
We have connected our Zoho Mail with Zoho CRM using IMAP configuration. Now we are able to see the emails on Contact's Email section. Is there a way to get these emails via Zoho CRM API? Similar to how we get Notes/Events for a contact. MyAccountAcc
zuid value and profile photo integration?
We want to use the profile photos of the users by getting their zuid values through the API. Although the profile photos are set to public, when we want to access the photo when the user is not logged in, it gives an empty avatar instead of the user's
The month that was at Zoho Workplace | January 2023
Hello Community, Hope you're all doing good and staying safe. This new year we at Zoho Workplace, worked to provide you with new features and enhancements across Workplace applications. Let's check them out! Zoho Mail Book conference rooms from right
My nightmare continues!
The zoho team I fear is a bunch of idiots at this point. They've now put me through another 2 week nightmare where I'm waiting to get "approved" to use the Zoho Custom Solution Module. After 2 weeks, they zoho team simply sent me the link to the documentation
Canvas Templates - Sharing user created designs to the public
It would be great if you could share your Canvas template designs with the public. I'm sure there are companies who will design templates at a premium but there are also people who would be happy to share the designs they created for free. At the very
Can a original itemised invoice be added to the thank you email?
Is it possible to attach an itemised payment received invoice rather than the default Payment Receipt to the thank you email? See Example: Invoice Payment Receipt Instead of Payment Receipt
Creating Custom Thresholds
I created a bar chart showing the number of leads created each month of 2022 to compare to the number of leads created so far each month of 2023. I would like to create a threshold that is weighted for each month. If we created 100 leads in January 2022
Duplicate Application
Hey guys, I have a travel company that helps students to get their visas to their universities, I have a problem with duplicate students' reports, for example, I have student X who wants to go to a university, for example, he applied to AB university
Show instagram account names in Zoho Sales IQ
Right now, it appears as Visitor + number instead of displaying the users Instagram name. Can this issue be fixed?
Display Instagram username instead of Visitor Nº
IS it possible to display instead of a Visitor Nº the instagram username. I believe that way we can identify better which client we are talking too.
Group without confirmation
Hi, I want to add some people to my mail groups without having to ask them for the confirmation ; is it possible ? I am currently using Fastmail and that is not an issue with distribution lists ; the thing is that my contacts are not at ease with emails
Is it possible to use placeholders in task names?
Hi there, I have created a workflow that creates a task associated to a custom module on a field update. My question is, instead of having a fixed task name like 'Enable Provider', is it possible to create dynamic task names that take information from
Zoho CRM Navigation Menu changes
I am confused. I am starting to use ZOHO and have been adding contacts leads etc, but when i initially log in to ZOHO I can see "Documents" as an option on the Navigation bar (see below), however, when I return to ZOHO some time later the documents option
All mail sent to gmail suddenly now bounces back with SPF problem 2/13/23
All mail to gmail addresses bounces back as undeliverable with Error code 550 - 5.7.26 I found and added the SPF record at my registrar. Not working yet but may still need to propagate. Do I need to add a DKIM record too? If so, how? Instructions in this
Incorrect Invoice Journal Entry
The Journal entry in the purchase is not considering the COGS from the bill, the items in the bill and invoices match. It's picking the Sales amount in the inventory and COGS accounts.
E-Mail Module in Zoho CRM not visible
Hey :) The Module "E-Mail" is not visible in Zoho CRM... What can I do to see it again?
How to Insert my data using the POST method in the External API URL?
How to Insert my data using the POST method in the External API URL?
Next Page