Tags on task templates
How can i add tags to tasks in task templates?Lead to Contact conversion for existing contact
Hi there, We get a lot of leads from webinar registrations and collect some new information in a new custom field, e.g. a tick box in a field called "request webinar invites". If the person already exists as a contact (the same field exists there), and the the field was not ticked, I had hoped that when I choose "add to existing contact" that the tick would be transferred. But it doesn't. It's correctly mapped in the conversion mapping. It works fine for new leads that are not yet in the system asAutomatically create and assign custom module record
Hi there, I want to create a function but struggling. I want to create a process so whenever a deal is marked Won a new custom module record is being created and associated with the related Deal. Also, would like to pull some data from the Deal moduleIf you are having problems with business process, then try Zoho Widgets.
When Zoho One launched in 2017, we identified several gaps in Zoho's processes and integrations. Gaps that created the same problems businesses have today with data duplication and manual data entry, preventing businesses from completing the end-to-endOutlook calendar invitation in email template
Hi Community! We have lead generators who book appointments with potential customers and upon doing so, they have the option to send an email template from the Lead. I've already created this so that it sends the email to the Lead and pulls the Date,Zia Search and connect
Does anyone know if Zia Search should be searching teh files within zoho connect because at this time we can only come up with results from the feed and not any file names !Zoho CRM Outbound Mail Servers with G-Suite Integration
We have G-Suite integrated with Zoho CRM, therefore emails are sent from our users will use Gmail's outbound mail. Will workflow emails and mass emails use the Zoho CRM email server? Are there any other instances where Zoho CRM email server will be usedTask Templates: How do you reorder the subtasks?
In the Task Templates customization screen I can reorder the Task Lists and the top-level tasks within the task lists. How do you re-order SUB-TASKS though? Doesn't seem to be any readily apparent way of doing that, which makes actually using sub-tasksHow do I map skr03 accounts to zoho books
Hello, I am looking for a tutorial how to implement skr03 into zoho books or a list which maps skr03 account code to zoho books Any help appreciated, thanks in advance!How to download a file from Creator?
I have a file upload field and I'm trying to download it to my desktop. I know about the API call which is supposed to download the file but it doesn't seem to be doing anything. file_download = invokeurl [ url :"https://creator.zoho.com/api/v2/myreport/file-storage/report/Upload_Report/"Automatically fill a Deal field with a Zoho Form link
Hello Zoho Nation, I want to fill a Deal field with a Zoho Form link automatically. Here are the steps. We have a Deals email template that contains a link to Zoho Forms. When a new deal is created, the email is automatically sent to a technician on ourGetting this error
Please check this error , when i clicked on failures then i found this1 or 2 organisations impact ?
Hello, I am a small company (Pragmages) and I work alone. I am in test period of zoho one. I sell financial consulting services under 2 brands (2 websites: JMC & Luxavie). I want to use zoho subscription & zoho book for: - allow luxavie customers to buyHow to hide fields in same form but in different report on edit
Hi, i have one form, and depends on that form we have 2 reports with different condition on the report.. So, i want to show fields on 2nd report, if that 2nd report edited only then those fields will be shown not for first report when edited. Hope youZoho emails question
We're switching from a pop to a spectrum/charter email server, and subsequently to Office365. We're implementing Office 365 on all of our company's desktops and laptops, but we're still utilising pop email settings to keep emails running. No one wantsReporter In Zoho Projects
Currently I saw there is an option in blueprint that we can set the reporter to perform the transition, but there is no option to submit the task to the reporter. Until or unless we introduce another button to the assignee. Also projects statuses areZOHO CRM TASK DELAY DAYS
Hi i want to add a field that will automatically count the number of days the task is delay, for example, the due date is February 3 if the task is not mark as completed the field of Delay Days will the number of days its not being mark completed fromWhich Is The Best Way To Automate Video Embedded Emails Synced With CRM Leads Module?
We wish to shoot automated emails synced with the CRM leads module which has a video embedded. Help us with the best solution.Unverified domains expiring - can they be re-added later?
We have some unverified domains in our Zoho Account and they are expiring soon. Is it easy enough to add these same domains back later? Thank youLong term users being hit with big price increases
Hello, I've been a Zoho user since 2015 and have seen the annual subscription costs more than double since then. Is anyone else seeing this and getting frustrated by it? Kind regardsPushing entries from forms to CRM
Hi, while pushing a new record from Zoho Forms to Zoho CRM, I would like to push also Entries from zoho forms to a Related List of CRM. I’ve follow all step but it doesn’t working . The related list does’nt receive any entries. I need help ThanksHow to ensure Emails are sent to New Leads Instantly when it is created in CRM through Zoho Campaigns?
How To Ensure Emails Are Sent to New Leads instantly when it is created in CRM through Zoho Campaigns?how to set up an integrated test environment for Desk and CRM
Zoho CRM has the sandbox feature, while Zoho Desk has not. The best alternative to a sandbox for Zoho Desk seems to be to create a dummy department (and name it sandbox or something) on your paid account or to use a Desk trial account. However, it isZoho People Add Employee Profile Licences
In our organization, we are looking to add in employee information in Zoho people. These do NOT need access to Zoho people they just need to be tracked by HR. In Zoho people, it states that we need to upgrade to add more employees. But I read somewhereCreating Progress Payments and Invoice Forecasts in CRM using Widgets
This is our 3rd video and one of my favorite Zoho Widgets. It's the ability to raise progress payments on Bill of Quantity Estimates and Forecast Contract Balances. We have quite a few more videos to release, so please follow me if you want to see more. We are offering these widgets to Zoho Partners and Zoho Customers, so reach out via our website if you'd like to chat further. https://sosconsulting.net.au/ Video: https://zdrive.li/Oqc63QIs Zoho Flow down for anyone else?
All of my flows just stopped working. I recalled a bunch of documents in Zoho Sign that I was using to run some tests, but I'm not sure if that's what caused the issues.Feature Request: Retainer invoices in CRM Deals
As the topic identifies, it would be rather beneficial if the Zoho Finance integration showed Retainer invoices as well. Additionally, it would be advantageous if we could have the option to "Open in Books" for all Zoho Finance related records withinzoho form integration not coming in
Hello, We made a zoho form and it's supposed to come into Enquries tab in ZOHO CMS, but it's not. https://balancemyhormones.co.uk/adam-questionnaire-for-low-testosterone/ Can anyone help? We did all the integrations we thought are necessary Thanks RZoho Project Integration into Zoho People: Change in Project Manager not reflected.
Hi all, We are using the Zoho Projects integration in Zoho People. In a case, we found that after the sync, when we update the Project Manager in Zoho Projects, the change is not reflected in Zoho People. Example: We created a project in Zoho ProjectsHow to handle multiple Leads, Contacts and Accounts on one Enquiry
How do you add many contacts and accounts to one enquiry? With the limits on look up fields in modules, it's difficult to manage customer relationships on a new business opportunities. Widgets are a great solution to handle any business process.Some features for ZohoSIQ
Hello I can't find an answer for my questions and would be very appreciate if you help me We integrated SalesIQ in our paid product So features that I can't find: 1. Is it possible to provide such flow: client asks some questions and we automaticallyHow 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 anyoneNext Page
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Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,Introducing Zoho's own SMS gateway
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 contain
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Python Code: Calling "Deals" API results in 404 Error.
Good evening, I wrote a small python code to scrape the data from a selected record and then copy the information I need into another website. We have renamed the "Deals" module to "Opportunities", however the API name remains as "Deals" which is fine.Track client progress and reminder
Hi I would like to use Zoho CRM to track my client progress and also send reminders such as assignment reminder due and schedule as well as reminder to sign Soho sign reports. I have read a bit about workflow and blueprints however I'm confused on whichHelp upgrading from Zoho Workplace
Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There appears to be no clear upgrade path. Thanks.Audit Log for Zoho One Admin Panel
Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,Zoho DataPrep and File Pattern configuration
I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
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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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