How can I get the total number of records of one of tab by Deluge script?
I'd like to fetch all of the records to one of tab (custom tab) by zoho.crm.searchrecord(). But this function is able to fetch only 200 records at one time. So I need to call this function several times. For that I need to know how many records does theWorkflow to create Meeting
Hi community! I have a Date/Time field in Leads called 'Meeting Date'. When a user edits this to contain a value, I would like to automatically create a Meeting assigned to the Lead. The Lead Owner should be the Host of the Meeting and the 'Meeting Date'How to Manage Marketing Activities With Zoho One?
Zoho One offers your marketing team a wide range of tools that help in building a strong presence, sending prospects the right message, and getting returns on the marketing budget. Other than building a strong presence, Zoho One also helps in capturingBest texting app to work along side Zoho CRM
We have tried a few throughout the years but none that fit what we want. It is all simple texts from events and new money. Anyone know any good texting apps that work well with Zoho? We have tried burst and a few other ones. Hoping there is some newRecurring Process --> Assigning Tasks Automation
What's the best way to put a automatic recurring process in place that will assign tasks to groups of people in Zoho One? We have recurring processes that we want to have done weekly, monthly, quarterly, and semi-annually. As an example, every Tuesday,Multiple search fields on single panel?
On page builder, I can add a search field, which then references 1 data source from my records. Is it possible to have multiple fields searched at the same time? Right now, I have [ Field 1 ] (search) [ Field 2 ] (search) [ Field 3 ] (search) [ FieldMax number of subforms ?
I see we are only allowed 5 subforms on a single form? Is it not possible to add more? We are short one subform. We are using Zoho One. Possible a higher plan allows for more than 5 subformsTriggering workflow from another
Hi. In the past I had read that one workflow could not trigger another: for example workflow 1- update record status to “sample status = a” workflow 2 - if “sample status = a” notify by sending email In this example, my understanding was workflow 1About selling unique paintings in Zoho Commerce
Hi, I am an artist and new to Zoho One platform. As part of transitioning to Z1, I want to get my contacts in the Zoho system, build my website and start marketing campaigns. I am building my art website on ZCommerce and have many questions. If anyoneHow do I change my Zoho One Subscription to only mail subscription
Hy There! I'm trying to dowgrade my subscription from a Zoho ONE subscription to only mail subscription. My company has seased operations so I only want to keep one email address for the company. Only one User is still active and I want to change thatMaking sense of Zoho Mail - streams
While trying to enforce an "inbox zero policy" I'm trying to make sense of Zoho Mail - streams... If multiple members are part of a group "support" or "sales"; wouldn't it make way more sense to have streams act as an imap inbox? Any handled and archivedConversion View in Activities Not Showing Email Conversations
Email conversations are not showing in the sidebar. Sometimes they show up, but more frequently lately they are not showing. Using IMAP.Mail Assistant "Flash" icon does not appear in webmail interface
Mail Assistant "Flash" icon does not appear in webmail interface ctrl-k is pre-empted by Chrome, Edge, Opera, and probably the rest, as short-cut to the default search engine text input box. I'd like to try Mail Assistant, but how?Analysing all data in Zoho Survey
I have added the Survey data source to Analytics and am trying to create a pivot or dashboard - anything really that pulls out the data from my chosen report (or reports) including all of the responses, whether they are text, scoring etc. I cannot seeDuvida em relação as metas do motivador
Por que ao criar as 10 metas para 3 usuarios. ai quando filtro um usuário em especifico, hora aparece apenas 3 metas e outra aparece as 10 ?Sharing access with our developers
Hello, We use a third party agency as our developers and we need to share with them some sample screen session recordings and heatmap data to help inform their work. Is there a way to share a third party with access to Pagesense or to export recordingsNeed assistance with Aggregate formula to calculation % of total
Hi All - I'm trying to create an aggregate formula to calculate percentage of total. THe end goal is 3 columns: 1. Request Type 2. Request Count 3. Request % I have the following whihc works if a hard code the total. But when I try to add the SUM function,Replace first 0 with 91 using deluge ? How ?
Hi, i am trying to replace first 0 with 91 using deluge .. How ? Can i get the sample code in udpate task .. Thanks and Regards, Sidhant A.Generation of PDF using Docs Template using Zoho Forms
I have created form using Zoho, the responses of which are linked to Google Sheet. The link of google sheet is as below. Once a user submit the form, the data uploaded in google sheet automatically. https://docs.google.com/spreadsheets/d/1bE9RdYs9g3tdawbUzSUz2sG_SknlwfONA9_5MVztJu8/edit?usp=sharingReports missing data
Anyone else having issue in ZohoOne CRM where reports not showing all data? various reports we run such as email report or notes report that we create in which only some of the emails for the data range appear on the report. I can go into accounts or leads and see emails and notes are in zoho but not appearing when I run a report. (Two separate reports I am referencing here) We are also experiencing other issues but that's for another topic.Zoho Connect Manual, -VS- Zoho Desk KB -VS- Zoho Learn
Another typical confusion from Zoho One users -- which of the following Knowledge Management tool is the one Zoho will be developing moving forward? they all seem to serve the same purpose.Relationship Management
Hi Community, I am looking for some help implementing a relationship management workflow or automation. I used to use Contactually (https://www.youtube.com/watch?v=YX0uLXd-geA) for my relationship management and I loved the way you can bucket contactsHow can users unblock their blocked Zoho Mail accounts?
After the reason for the account block (storage exceeded, spam detection etc.) has been rectified, the user can unblock the account from the UnBlock Me page. Account support@edu2review.com Edu2Review is an education review platform, we rate the qualityZoho CRM: Mail Merge: Filter related list by date
Is there a way to filter the related list/sub form in Mail Merge from CRM by date?Tracking Expiry dates of Subscriptions
Hi All, I have some clients that subscribe to one of our products. We subscribe to other products. I have tried using the Subscription module, but that seems to be more focussed on the invoicing (which we are not using), etc. I am hoping that someoneRemove app Zoho one
Hello, How to remove an app from the end user portal? PS: Remove and not Disable In the screenshots I was able to disable, but it did not disappear in the user portal TksUnable to set the checkbox value
Hi, By using php sdk, I was trying to set the CRM checkbox value like: $record1->addKeyValue('Demo', true); but the error I got was something like: Type error, expected type is array, given type was boolean. So I changed it to $record1->addKeyValue('Demo',Confused about sync between Zoho Project and Zoho People
Hi, I am confused about the timesheet sync between Zoho Project and Zoho People: Is the sync bi-directional? How often does the sync happen? Is there ever a reason the time in Zoho People would not match the time in Zoho Do users have to submit the timesheetsAdding Contacts & Campaign Subscribers through Gravity Forms
Alrighty, So, I'm new to Zoho and am on Zoho One. I have Zoho Campaigns pulling from the Contacts Module based on a filtered list (if the Contact has "newsletter subscriber" checked). I have no idea if this is the best practice, but the Zoho onboardingBest app project business flows
As a business our structure/business flow for a clients project is near enough identical and repetitive for each project. E.G once task 1 is done it would always be task 2 next. I wanted to build task automation/notifications that tasks are triggeredAssign Fields When Adding Task by Email
I have a general "Support" project set up as a catch-all for all the small requests I get from clients. I see that I can forward their email request to the project and it will be added as a task - that's great! However, the task just shows up as the emailProblème pour créer ma boutique
Je ne comprend pas vraiment ce que ça veux dire. J'ai Zoho one avec 3 licences normalement je devrais avoir commerce gratuit mais ça me dit ce qui est dans la capture d"écran. En même temps ça me dit que mon évaluation se termine dans 7 jours et je devraisZOHO Form - Pre populated Data required
We have Employee codes in our organization. If an employee enters his / her name in a filed in zoho form, Name, Work Place, Mobile No. etc., details to be populated automatically. Plz guide on this.How could i Remove starting space using deluge ?
How could i Remove starting space using deluge ? like if a = " ABC DEF"; then output should be ->ABC DEF , remove starting space only if available how ? Thanks and Regards, Sidhant A.How Is Zoho a Good Option for Business Organizations in 2022?
Ever since Zoho was launched in 2005, it has been focused on enabling businesses to expand effortlessly. This means that if a business wants to grow then Zoho implementation can be very helpful. It offers ease of use that makes Zoho one of the topmostKeep getting an error 111 for Zoho Writer merges
Hello everyone, Everytime I sumbit a response on Zoho Forms and try to download the pdf document that should be created I am unable to. The document fails to downlaod and when I check the Merge report in Zoho Writer I see that there is an error code 111.Does anyone know how to setup Zoho Desk or Zoho CRM as a custom outgoing/incoming Call Centre?
I need to setup a call center so I can setup agents to make phone calls across Canada to market our services. I am trying to figure out the most reliable and cost efficient way to do this? I am currently paying for two phone services and neither seemCommerce Auto Confirm Orders - Can this be done?
We setup a store to sell items similar to a subscription (we call these credits). There is no physical delivery of credits to the customer, only internal digital inventory. Once an order is placed and paid, we use a 3rd party application to load theseHow can I control a field must be input by barcode scanning
I have a field must be input by barcode scanning. So this form only can execute in native mobile mode. How can I control this form can't execute in web mode?CRM Email - Office365
Hi Guys, Is there plans to change how the interaction for email in the CRM works, only we are forced to use old authentication methods i.e IMAP. Are there plans to implement this using modern auth as it causes us a constant problem having to have appNext Page
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We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient wayZoho One's newest feature roll-outs
Greetings to all Zoho One users out there! We're excited to inform you about the new features unveiled in the Admin Panel of Zoho One recently. Here's a brief account of each of them. Device Authentication: Manage the desktop login of your device withUpdate on the "Reset Password" flow enhancements
Greetings, Zoho One Admins! This forum post is for every admin user who signed up before March 6, concerning a couple of changes in the Reset Password flow, which are set to take effect from June 4. The current flow allows a Zoho One admin to reset theInvite to the grand workshops hosted by Zoho Finance across the USA
Greetings! This post is to apprise you, the Zoho One users, of the news of Zoho Finance's workshop scheduled for over a fortnight in the US (from 12th Oct to 24th Oct). The workshop consists of a carefully planned series of masterclasses, which containDesignation
Designations play an important role in today's business world. Most organizations have a hierarchical structure, while some others follow a flat structure. In a hierarchical organization structure, the chain of command starts at the top-level management, and the career advancement path for such structures is clear. On the other hand, a flat organization structure has very few or no levels of organization structure with less levels in the decision making process. No matter the structure, you can
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Hello Zoho Community, I am seeking advice on the best approach to create a ticket management system tailored for our external installers. We are a manufacturing company specializing in kitchen and bathroom cabinets, and our external installers use a ZohoInitiating a SalesIQ Zobot from a custom button on Zoho Sites
I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites Page
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Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasHow to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________Feature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
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