Forwarding call recordings in Twilio for Zoho
I use Twilio and Zoho Phonebridge for inbound and outbound calling to customers. I use Zoho's built in IVR which works well, but has gaps. The main gap is when I get a voicemail, I need to login to Twilio to get it and that's a time sink. I would likeUnable to create Hour based web traffic report
Hi Team, I am trying to create a report that will display hourly user traffic by date from Google Analytics but I can see only 00:00 hour in my report as I synchronized data from Google Analytics at 12:00 a.m everyday and the date for all data is withAdd record in ZOHO API
I am trying to add a record (contact) to the ZOHO database using their API after submitting an order. This requires an authorization token with a validity of 60 minutes which I can generate with a grant token, but which I can only generate with user interactionRecord Successfully added
I am trying to add bulk records in zoho people using deluge The response i get is "Successfully added" however the records don't actually get populated in the view.Time Zone Issue
We have had a few issues of late...that maybe unusual, but irritating, operationally. Several customers have booked a session with us to come and visit us, while they were on holiday, so were in another time zone. They get confirmation of the time theyZOHO SUBSCRIPTION TERMS AND CONDITIONS
How is it possible that there is no option to add the TERMS & CONDITIONS link. This is a website, we collect customer's data and credit cards. There should be an option to add PRIVACY terms. It is not legal to ask for a customer credit card and not toMigrating data from Contacts to Accounts
I have created my companies database of customers as contacts with attached accounts to represent the company they belong to. Now my boss wants to have the information which i already placed on the Contacts, to be available in Accounts. This means adress,Using Credits
My client has an $800 credit which expires in October. We recently changed oursubscription from 21 people on CRMPlust to Zoho One and renewed an annual license for 26 people During that switch, my client (super-admin and business owner) spoke with aDeal that stopped payment
What kind of stage or solution would you come up with when a certain deal stopped paying? our industry sometimes have customers that disappear somewhere in the deal process. Would you mark it as lost?Showtime & Meeting: functions, use, limitations, users experiences
Hello there, I am about to start teaching a year long online course. In order to promote the course I'd like to do promotional webinars. Once the course has begun I'd like to do Q&A's every week, a few days each time after I have published the lessons.Campaigns vs. Marketing HUB and the other 80 apps....
Greetings. Why have both of these? Campaigns/Marketing Hub I have spent 6 months developing the MH interface, campaign templates, connecting CRM/Leads, bla bla bla.... and now, when trying to integrate zoho mail - you apparently can't with MH. So all- Las herramientas de Zoho, impresionantes, como siempre. Consulta: ¿Con qué herramienta o aplicación puedo transmitir en vivo un evento digital programado con Zoho Backstage? ¿Con Zoho Meetings, ShowTime u otro? ¿Como funciona esto? (Somos usuarios de
Quotes: Use bill and ship address from account rather than contact.
For quotes, is it possible for the billing and shipping address to use the billing and shipping address from the account rather than the contact? Currently, if a quote is entered without a contact, it uses the billing and shipping address from the account.Zoho One licensing and employee size variability
All employees need a Zoho One licence. If number of employees changes in the middle of the contract what happens? Are summer students, temp staff etc. counted as employees? Regards, GlennArticle https://www.zoho.com/fr/one/guides/building-your-website.html de haut niveau intéressant , mais
Bonjour Bonne idée cet article qui permet de voir tout ce qu'il est possible de faire. Enfin presque :) Nous avons une partie récurrent( subscription) mais aussi vente d'article(commerce) et nous sommes en cours de mise en place de landing page avecZoho One UI != Zoho CRM Plus UI
I love the new UI you guys have created for CRM Plus, please tell me you guys are going to roll the same kind of update out to One?!No Calendar App Link
Hello, I noticed that there is no direct link to the calendar page when on the home page or any app page. It would help a lot to get to that page if there was actually an app button.New mail won't pop up using external IMAP account
I'm having trouble receiving new mail using my external IMAP account: 1. I don't see any settings that allow me to configure the retrieving interval 2. New mail won't show up until I click "Unread" or refresh the webpage. Appreciate your help! :)Automatic Approvals for Social Media
Is there a way to send a social media post to team members for approval but automatically approve it if the scheduled time on the post is about to elapse?Connect Prestashop with Zoho CRM
Hello, we need to conect Prestashop Store with Zoho CRM. How we can do that? thank youPassword history and change every 30 days
Hi Zoho Desk team, In zoho one or zoho directory security policy, How far back does zoho remember the passwords and not let user recycle the past passwords?only selected Item type values must be shown in Item names in subform
Hi Guys, I have created a sub-form with field names - Items (lookupfield) and Item names (lookup field) . Now my Question is If i selected any name in Items Field then whats are the names present under that items name only that items name only it shouldEnrich Data Function
Hi Everyone, Hope you are all well in these strange times! I wnated to reach out to see if anyone has got any feedback on the enrich data function. We are only using the free version at the moment but are getting some good results but also a mix. WeZoho Sign Webhook - Receiving Response Using PHP
I'm creating a script that will receive response from Zoho Sign Webhook. I use the following condition to trigger the Webhook : greenuptown I am able to receive the hit into the Callback URL by saving every response into the database. I'm using a simpleUpdate ticket Field in zoho desk
I'm a beginner at using Custom Function on the Zoho desk; I'm trying to update a field in the ticket template. I have 2 fields in the ticket template [KM, COST]. The cost should equal 2*KM. For example, if KM = 100, then Cost = 200. I created a workflowHow to import a PDF file as a template in Mail Merge
Hello, I am trying to import a PDF file as a template and it does not permit me to do so. It's a fillable form. I converted it into a .docx file using Zoho Writer and when I tried to import it, the formatting went for a toss. Can one of you please suggestNPS scores for Candidates, Employees, recruiters, clients, company and vendor in various Zoho products
It will be great if NPS scores can be captured in various modules. It will provide great customer, client, employee, recruiter and customer experiencesA starter issue
Hi, i don't know if i can make this kind of question here, but, i almost start to using Zoho Analitics then i'm struggling on some point to use functions. I'm trying to use an agregate function that not work for some reason: count_if("VENDAS OI"."DATAWhy is my Zoho One trial limited to 100GB storage on WorkDrive?
I'm currently on the Zoho One 30 day trial. My organisation consists of only me. One person. On the pricing page of Zoho One it says the storage limit for up to 10 employees is 5TB per organization. So I should have access to 5TB. But I just set up WorkDriveSMS App for Zoho CRM
Just curious has anyone used any of the SMS integration apps with CRM? Just wanted to get some feedback on which ones are better and which ones to avoid.Zia data enrichment for Australia
I want to sign up for Zoho One and get access to Zia data enrichment. On this support page it says "Data enrichment by Zia is available for Europe, US, and India users". Is that information outdated? I am in Australia, and I just signed up for a ZohoZoho One: Go From Apps To Operating System
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. In our nextSAML authentication with Keycloak IDP fails
Hi team! We have configured SAML on Zoho and our Keycloak according to instructions: https://help.zoho.com/portal/en/kb/desk/for-administrators/user-access-and-security/articles/setting-up-saml-single-signon-for-help-center#Keycloak_IDP After clickingCommon Questions Raised by Recognized Entrepeneurs about Zoho One | Encaptechno
After having helped so many organizations & individuals with Zoho One, I have prepared a basic set of FAQs for anyone starting their journey with Zoho One. Q. What's included in Zoho One? A. Zoho One comprises more than 40 enterprise-level online applicationsUnique Identifier Number
Hello - We're trying to substitute our intranet which generates proposal ID numbers numerically in our required format. Is there a way to mirror this when creating a new deal that will automatically generate a unique ID number? Any assistance on thisADDING THE MULTIPLE EVENTS ON THE SAME DAY ?.
Hello, I am new to Zoho calendar but use Google calendar and can see it's similar. I have created a group with whom to share events/appointments but when I try to enter the 2nd appointment on the same day it's not showing on the calendar. https://myhrkp.onlineCustomer wants to API integrate to place orders
We have a large customer who wants to use a custom API integration into our Zoho ordering system to place orders rather than using a customer portal. We are currently using a custom order form in Zoho Creator that pushes through to Zoho Inventory. MyAutomation of generation of grant token
My application which is developed in python requires me to use the Zoho books to create payment links, invoices and others whenever there is a requirement. I have gone through the entire docs of the Zoho books and there is grant token that needs to bePipeline in calendar view
Hi We currently have our pipeline in a report for the service team. The view is in a chart. Is it possible to view that in a calendar view so we can see when deals are expected to close and there by schedule resources. Thank youTimesheet field layout rules
Is there a way to control the ability to view fields on Timesheets based on Roles, or with a layout rule? We want to display a field for Timesheet Approvers only, without the user entering time seeing the field.Next Page
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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 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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Connecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. UriGuidance Needed: Best Zoho Application for Managing Installer Tickets with Photo Uploads and Dashboard Tracking
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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