Adding an Account Name to Tasks/Reminders
Does anyone know how to add the related account name to a task? When we look at the list of activities and when the reminders pop up, there is no way of quickly seeing who the account is.Issue with Anchor Link on Zoho Landing Page (Mobile/Tablet View)
Hi Team, I have created a landing page using Zoho Landing Page and added an anchor link to it. The anchor link is working fine on desktop view; however, it does not work properly on mobile or tablet view. I’ve tried debugging this issue in multiple ways,Quotes module send email reverted back into 2022??
Our Zoho CRM PLUS quotes, sales orders, invoice modules is showing us an email composer from 2022. We cannot send emails and its been a real pain. I tried clicking the new version over there but it doesnt seem to do anything. Any help is welcome. thWhat is deploy conflict: module field(s) is more than the length of the mapped fields in the production account.
Hello I am trying to deploy changes to our Quotes module from a Sandbox to Production and my subform is erroring with "module field(s) is more than the length of the mapped fields in the production account" We can't figure out what is causing this error.Zoho CRM - COQL query failing with no reason
Hi I'm trying to execute a COQL query but it's returning an error. Unfortunately I cannot understand where I'm wrong The query is the following;: URL: POST https://www.zohoapis.com/crm/v2.1/coql Body: { "select_query": "select id,Adjustment,Billing_City,Billing_Code,Billing_State,Billing_Street,Buyer_PO_Number,Delivery_Date,Delivery_Method,Due_Date,Grand_Total,Invoice_Can't add Contacts to Zoho Campaigns
Hi, I ran into this issue on the weekend. I am using Elementor Forms on our website and use Zoho Flow to connect Elementor and Zoho Campaigns. An existing client of ours filled in a form and when it hit the Add or Update Contact stage, it errored withCannot open “Email Campaign” Tab
When i click on the Email Campaign tab, it shows an error as below: An unknown error occurred. Please contact support at support@zohocampaigns.com. Can someone please help? Note: I’ve already tried clearing cache or using private tab to open the pageSocial festures crashes
For about three weeks, every time I try and create a post on Social in Zoho, it crashes and loose all my work. I am on a Mac Desktop - Sonoma 14.1. I have the same issue on my laptop, which is also a Mac, but I haven't updated to Sonoma yet. All of myClosed Stages are skewing the Amount by Stage and Deals by Stage graphs
Hello, The Closed Stages (both won and lost) are skewing the "Amount by Stage" and "Deals by Stage" graphs on the home page. Those graphs are basically worthless because they are overwhelmed with closed deal data. How do other organizations handle tZoho CRM v4 COQL query: subquery always returns all results
There is a bug with subqueries that they always return all the results. They are essentially ignored. You can test with the following COQL query: { "select_query": "select id from Purchase_Orders where id in (select PO.id from Purchase_Orders AS PO whereAssociating a project with a client
Hello. I am new to Zoho CRM and am demoing CRM+ suite with projects. I've created a project but I cannot associate it with the client / account, I get the below error. I've tried looking for permissions settings but cannot find any to help. I am the systemTime-based Automations updates does not trigger Webhook
Hi, When a ticket is updated by Time-based automation, it doesn't seem to trigger the webhook event. I looked at the ticket history for the problematic tickets, they were all changes made by action with this label: `Ticket was updated through a Time-basedOffice365とのメール連携
Office365とのメール連携をしていましたが、Office365のIMAP廃止に伴い、認証情報が無効となってしまいました。 IMAP接続でメールを取り込んでいたと思いますが、引き続きOffice365からメールを取り込む手段はあるのでしょうか？ よろしくお願いいたします。Canvas Editor
I have tried many different ways to figure out how to manipulate and utilize the canvas option for records but seem to hit one problem after another from items displayed on the editor one way and looking completely different when viewing on-screen inAuto populating field when importing new data...
Every time I import new leads into Zoho, it is automatically selecting a dropdown from a custom field and filling it out. I had to create a custom view with that criteria and mass update it to default blank... This started a couple of months ago and I can't figure why. Why would it do that?$[FNAME|Customer|Guest]$ With some bugs
Hello, I've noticed a bug on the merge tag FNAME. I've always used the merge tag like this $[FNAME]$ if i wanted the space to be blank when there was no name on the subscriber. But since this week i've sended that way and the subscribers with no first name apeared "Costumer", and i used the merge tag like this $[FNAME]$ and not like this $[FNAME|Customer|Guest]$; Whats wrong? do i need to use the merge tag this way $[FNAME||]$ from now one? with the empty spaces. Thanks
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Hi everyone, We've got some exciting news for you! The CX workshops for 2024 are here to elevate your business's customer experience, and this time we're meeting you in five cities. Here's where we'll be: February 15-16, 2024: Los Angeles, CaliforniaZoho CRM Plus in 2023: Let's rewind
Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, takingZoho's CX workshops are here to enhance your learning experience!
We're bringing the CX workshops to two cities: November 14-15, 2023 - Cliftons Sydney Margaret Street, Australia November 21-22, 2023 - Sheraton Grand Hotel, Dubai Register now Providing a positive customer experience gives your business the benefit ofCustomer experience workshops are coming to Europe
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Zoho CRM Plus in 2023: Let's rewind
Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, takingThe CX Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we'veRefer Zoho CRM Plus to your friends and earn rewards!
Hey everyone, We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhanceSocial in CRM Plus now supports TikTok, Instagram Stories and Reels, and YouTube Shorts
Hey everyone, We are excited to inform you that Social in CRM Plus now allows you to publish on TikTok! We've also updated it to let you create Instagram Stories and Reels, as well as YouTube Shorts. Here's a brief about the updates. Publishing onUnified telephony in Zoho CRM Plus
In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate
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