Adding extra Address field
i own a furniture removal business and i need to add the moving from address and the moving to address. Can this be done? and how? and do i need to keep adding addresses manually into each part such as lead to quote to converted to sales to invoice
email tracking
Zoho CRM has no email tracking or individual lead notifications, which might be a problem if one-on-one, long-term engagement with specific users is integral to our business (Which of course is very important to every business) Take for example Hubspot
Zoho Analytics - Sample Projects
Dear All, Where can I find some sample projects which I can use on Zoho Analytics for increasing my practical knowledge on the same. Thanks and regards,
Add service queue timeout setting
The queue service automatically expires after waiting for more than one hour. We need to set the expiration time to be longer, because we have customer service across time zones. Can this setting be increased?
How split a text field with multiple deliminators
Hi we have a module called Invoice Summary, that contains records that are send and populated from an external program, the one I am interested in is a text field (called "Product_Information") in each individual Invoice Summary which is automatically
Function to email all Contacts related to Account in a single email?
I've successfully created a function that will email each Contact related to an Account (or Company as it is labeled), but am seeking help to improve the function. I would like to do it as a single email from the Account Owner where all contacts are
Verkaufsbeschreibung mit Books / Inventory synchronisieren
Ich bin Zoho Books Froum habe ich den Vorschlag hinterlassen, die Verkaufsbeschreibung als HTML-Editor vorzuhalten, nur dieser vorhanden wäre, ließe sich dauerhaft die Verkaufsbeschreibung synchronisieren. Jedes Mal aktualisieren wir in Books einen Artikel
Zoho Inventory Backups
Does Zoho Books backup also backups Zoho Inventory data?
Bug: Report Action confirmation prompt is removed
When editing a Report, I have added several Action items under the Quick View section. I have the same Action available for both "For Single Record" and "For Multiple Records" and this Action has enabled the setting Execute the workflow: After confirmation.
Change Date's Language
Hello! I'm usign this function to change the format of the date. This works fantastic. Is there any way I can change the language of it? I need to translate it in Spanish since im always receiving it in English. fecha_apertura.toString("dd-MMM-yyyy")
Data Imported into a form report, not showing up into the report despite giving data import success message (Row count in Billing went up)
Hi all, Just trying to figure out what is going on in here, I have a file that I need to import into a form's report (with roughly 3300 lines). This form has no workflow or any script executing at import. It has a look-up field that is pretty straight
Javascript EmbedApp SDK - Functions
Hi, I would like to know if it is possible and how we can use CRM FUNCTIONS that are not marked as REST API using the JavaScript SDK, currently, the solution that is in the documentation only works for REST API FUNCTIONS. However, we have some concerns
2 Contacts Same Name Conflict
Hi, I am using the REST API to create a contact, But it is not allowing me to use same name for 2 contacts. I would rather like to use a mobile number or email as a unique identifier for my contact instead of a name. Please let me know how can i do
Nouvelle fonctionnalité Zoho Bigin : découvrez Team Pipelines
Bonjour à tous ! Il y a quelques jours, nous vous avions annoncé l'arrivée de la nouvelle version de Bigin. Dans cet article nous avions fait le tour des nouvelles fonctionnalités développées pour booster la croissance de votre petite entreprise. Aujourd'hui,
Zoho TeamInbox is down
We continiously get an error when we try to open an inbox
Zoho Team Inbox is down
Messages can not be displayed as of now. It pops the error "Lo sentimos, se produjo un error interno al listar los mensajes en la bandeja de entrada. Repita la operación." and "Sorry, this action could not be performed now due to an internal error. Please
Trying to take an image attachment from a CRM record and display it on a Creator Page
Hi all, I'm pretty good with deluge scripting and HTML, but less familiar with invokeURL calls I seem to be able to get the attachment IDs, but not sure how to get and display the actual image in HTML. I'm located in Australia and so I think it uses accounts.zoho.com.au
ZOHO SIGN SUDDENLY DISABLES ACCOUNT
Can't login to our Account. They disabled our account without any notice!
Custom CSS file disregards some classes/IDs
Chat window is broken out of the box (see screenshot -- letters cut off on the bottom for some screen sizes) and won't allow me to fix it via custom css. Seems it disregards any and all edits to these classes/IDs. Followed this and this tutorial but nowhere
ZohoCRM - Inbox view other than Salesinbox
Hello New to ZohoCRM, connected my Gsuite email, however in ZohoCRM tabs I cannot find anything like an "Inbox", so a place where it can act like a web-mail client, use that Inbox tab as main place to conduct email conversations, where similar Inbox can
Bug in API documents for POST /salesorders (contact_persons)
Hi all, what is the correct place to report bugs in the documentation? There are several, and this last one cost me a few hours of trial and errors, so I would love to see them fixed. Anyway, when creating a sales order, at this page: https://www.zoho.com/inventory/api/v1/salesorders/#create-a-sales-order
Data Freezing when "Status" Field in Custom module is set to "Closed".
I need a client script code to freeze all data in a module when the "Status" picklist field is set to "Closed" and the enteries are saved, for all other users except admin.
Live Webinar: An Overview of Zoho Connect | 15th February 2023
Hello, Hope you are all doing well. We, the team of Zoho Connect, are delighted to share that we will be hosting a live webinar on the topic "An Overview of Zoho Connect" on 15th February 2023 at 3:00 PM IST. During the webinar, our product expert will
Ember MAP in Survey?
How can I embed Map in Survey. I will like to search for a venue in my google map and embed that in a RSVP Survey.
Relate Contacts (usually Husband and Wife) with few conditions
I have been reading in the Community about single lookup field, multi select field, subform, accounts & contacts, etc... but not sure what's the best way to accomplish what I need and any suggestions are appreciated. Up until now, I was saving both users'
Report of the Week - Leads to Deals Conversion Cohort
The goal of any business is to sell more. For this to happen, you try to convert more valid leads into potential customers. Lead Conversion Cohort helps you identify how effective your company is at converting leads into customers. It also tells you how
Zoho Books Payment Gateway vs Zoho Subscriptions Payment Gateway
Hi Zoho, Zoho Books supports payment gateways in my country that Zoho Subscriptions does not. If I have a payment gateway setup in Zoho Books can I use that to action the Zoho Subscriptions payments? If not is there a suggested workaround?
Copy and Pasting Calendar Entries
I have multiple diary entries to add to my calendar. All the same content but on different days / times. When is this facility going to be added to Zoho Calendar? It's infuriating having to type or even copy text from other entries to create more en
Ringcentral/ telephony and cRM
Sometimes the telephony pop up box will not close. Yes i know use the end call button. We have it id not working on that call. Reload nope. Close Zoho and relog in. Nope. As you can imagine this pop up open across all the apps is a pain. I tried contacting last week but their chat system was not working. I guess COVID is decimating India. Sorry. Could i ask that instead of giving answers via email or online chat it would be nice to share the solutions back on this forum or what is the point.
Linking husbands and wives
Does anyone have a solution for linking husbands and wives records who are contacts?
Full Customization of Source Document (Like Invoice) and Report
Zoho should allow consultants access to design Source documents Like Invoices, Payment receipts, Sales Orders etc. It is so sad that one cannot design source documents to look the way your client like them. This is because Zoho has already limited our
Decision Trees and Additional Lead Views
I use a call center who answers my incoming calls and has a decision tree they use to collect information about leads with. Question 1: Is there a function in Zoho CRM to leverage "decision trees" in the Lead Views. Question 2: I know how to create 1
Teaminbox forward mail
Hi Guys, I'm trying to set a forward on a teaminbox account, is this possible? I had a look at the inbox rules and don't see any way to forward from there either.
Automatic Forward and personal mailbox
Hello there, I'm testing TeamInBox right now and I globally find it great ! However, I have two pain points. I would like to know if the features exists or not. And if not, if it's in your roadmap : Is there a possibility to set a personal inbox ? (easier
Spark email client not connecting to Zoho via IMAP
I am trying to switch the mail client on my Mac to Spark. When I try to set up the IMAP connection to Zoho, I get an error saying "this server is not compatible with Spark". I have confirmed all of my IMAP settings (I use them with other clients). I have
Attache email to potential
I would like to aatache an email to one of my potential deals. I have setup the mail add-on and the mail account I figured out how to attache the email to a lead or contact but I don't know how to attache it to an exsiting potential? how to attache it to a new potential? Is there any way the crm track the emails related to the potential and keep record about the correspondence automatically when I send/receive more emails related to this potential? I usually corresponde with the same customer on
Creating training material outputs for processes from Blueprints !
We are huge fans of Zoho CRM and in particular BluePrints which for companies within the Financial sector are superb for ensuring process is well defined and integrated into CRM transactions. The challenge we have is that we have no way of quickly generating
Create Zoho Books Estimate entry on button click from Zoho CRM Deals module
Namaskaram everyone, Please click here to see our detailed steps to create Zoho Books Estimate entry on button click from Zoho CRM Deals module. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @Cubeyogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects
ZohoCRM tracking prospects visit to website
Hello New to ZohoCRM, was previously using Hubspot and they have a feature that if one of your emailed contacts visit your website (via website tracking), in their Contacts page, you were able to see that person's visit to your website (last visit date,
Updating Table Using API Python Library
Hi there, I am attempting to add rows to an existing table using the analytics V2 BULK API and the associated python library. My python code is as follows: from __future__ import with_statement from AnalyticsClient import AnalyticsClient import sys import
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