Why Can I Not use Zoho Inventory as a Master Database for Shopify?
I am considering moving to Shopify for eCommerce. Unfortunately, product information stored in Zoho Inventory cannot be sent to Shopify. Are Zoho planning to allow product data stored in Inventory to be sent to Shopify? I so, when? This strange limitationThis Week in Zoho News - CRM Zen Show Episode 124
Click here to listen to the podcast. Zoho News Zoho Cliq - October & November 2020 Update Roundup We have covered most of these, but in case you missed some, here is a list of all the major updates to Cliq over the last two months. Zia RecommendationDesk view in CRM, notifications?
Hi, Hopefully title gives it away - we have started viewing and using Desk within CRM, and I'm wondering if there is a way of being notified of new Desk updates within CRM? (not the Cliq Desk bot) Or an idea, add something to the bottom right notificationAuthtoken staying within Zoho One
Hi, I'm beginning to learn Deluge. I'm a former programmer. For now, I'm working only within and between Zoho applications such as Books and CRM. What do I need to do in a function to "authorize" it? Here's my code: response = zoho.books.getOrganizations();Group Email for Customers
Hello, It would be great if we were able to create email groups (for customers) to send emails to multiple contacts. For example, each account would have an email group for all contacts associated with that account. That way when their renewal is dueDate filter on total sales
Hi, Could anyone advice how to filter out the particular period customer sales invoice. For example if i would need to check the sales for the month of November 2020 or for particular days. Regards MunishGetting an Error when trying to go to Zoho Campaigns
When trying to go to Regular campaigns I am getting the following Error: An internal error occurred while adding your email address. In looking through some forums we did find the following: https://help.zoho.com/portal/en/community/topic/error-an-internal-error-occurred-while-adding-your-email-addressCliq: Apple App, select speaker option
How to select audio output from Cliq Apple App to BLE rather than speaker so that it linked to Resound Hearng aid.I Need An Explanation of Zoho
When you google Zoho you get all kinds of results, CRM, One, Projects, etc. I get that it's meant to be tailored to your business needs, but if I don't know where to start I don't know how to define anything. Is the pricing plan on Zoho One the same as CRM? Is the flexible pricing plan something for all apps or just one? Honestly I think Zoho needs to utilize one core site that explains this because I think I have information for what I need, then come across something different that makes me questionThe First Annual Zenmy Awards! Vote Now!!
The First Annual Zenmy Awards! Recognizing the excellence among the different Zoho Products throughout the year. We let you the users decide who wins! Click Here to Cast Your Vote All votes will be recognized up until 12/21/2020 at 10 am PST. TheConditional - Picklist
Hi, We have custom lead statuses in our Zoho CRM Raw Enriched Assigned Working Unqualified Qualified Nurture For the "7. Nurture" status we have five different sub statuses to categories the type of nurturing required for the corresponding lead Now, weAbility to clear the search criteria on a page
I have a Zoho Creator 'page' with a search box, which sends the search term to a 'report' on the same page. This works nicely, except there is no way to clear the search criteria....the only option a user has is to enter another search term (which isThis Week in Zoho News - CRM Zen Show Episode 123
Click here to listen to the podcast. Zoho News The Zoho Marketplace November Roundup November saw 23 new or updated extensions in the marketplace. Zobot Chat Handling Update If a Zobot forwards a chat to an operator and it goes unanswered, it will nowCustomize Calendar Invite Title
Is there a way to put the customers name in the title of the calendar invite or does it have to just be the Consultation Name. With calendly we can add the customer name.How to Build a Careers Page with Zoho Recruit: 3 Things to Know Before You Start
We asked our developer to provide some insight on building a career page with Zoho Recruit. Here are a few tips he thought would be helpful prior to setting up. 1. Decide where you want to host your career site. Zoho Recruit can be setup to run entirelyVendors Bulk Payments Not Working properly
Hi, I have been using Books for quite a some time now, I followed the "bulk Payment" procedure explained here, but the option won´t be available from the drop down menu while having selected various bills. RegardsHTML snippet: Form opened in edit view using reclinkID
Hi, I want my html snippet to be a form opened with a specific record ID. On load of the form, record ID would be fetched using Contact [ users = zoho.loginuser]. The contacts form's users field is unique so there would only be one record fetched. The record represent the users' personnal informations record. I want to use : "#Form:Contact?recLinkID=(record ID)&viewLinkName=All_contacts" 1- Can I fetch a record ID in a html snippet? 2- How would I user my url? As div, or as iframe? What would theCampaigns does not correctly track "opens"
We've done some internal testing and found out that only campaign emails where people click on a link are correctly tracked as "open". I can see the tracking pixel in the source of the received email at the very bottom. The email client we have used isContacts + Zapier integration to CRM
I’m need to sync my Contacts( + ) Plus account - I’m using a zap to push into CRM leads but there seems to be a sticking point with phone numbers. I have tried it all and would love to see if anybody has had success. I had this running successfully pushingAuto-fill a text field to a quote on Zoho CRM?
Hi, How can I Auto-fill a text field to a quote on Zoho CRM? For example, the field 'Terms and Conditions', I wouldn't want the users to have to fill it out every time, we have a standard text for that field. How can I do that?Unable to locate inventory reports in report section
I'm unable to locate the inventory report in report section can anyone help. Even search option is unable to help me out.Zoho Connect - Zoho One - what's included
Hi, What is the licence type of zoho connect that is included in zoho one? How many extrnal guests can one invite etc?Need to be Able to Force Password Entry when Domains Don't Match
It's common for a login domain not to match the domain that was associated with the login when it was saved. We also have passwords that works across multiple domains, for instance when you are jumping between a website and their payment gateway. WhenDomain authentification: Do it once for all apps?
Hi, I need to authenticate my domain in Zoho CRM (screenshot 445) to improve email deliverability, and also in Zoho Creator (screenshot 446) for the same reason. Can I authenricate them globally through Zoho One?seo title , description , key word is not displaying for the given link, please check
https://www.goodiegrocer.com/products/24-mantra-organic-whole-wheat-chakki-atta-premium/1869670000001848282ERROR TRYING TO CREATE MERGE TEMPLATE (Something went wrong! Please try again.)
Hello. I have a form that uses different merge documents via Zoho writer. When I am trying to use some templates, I always got the same error "Something went wrong! Please try again."How to share documents securely?
Hello community, I hope this message finds you well. Im up for a challenge and I was wondering if among all Zoho's products and features there is something that would solve as close as possible the following challenge: We would like to share with someProblem with Report table from Analitycs to crm
Hello and sorry my bad english :) I have been working on Zoho One for a very short time and the company has commissioned me a job! In practice from a .txt file I have to populate a module on the crm. These are telephone line directories we need to bill!my seo title , keyword and discription are not reflecting
I added seo title, description, and keyword on my products but they are not reflecting. Please resove this problem.Where is the public link in Creator 5
SORRY WRONG FORUM. HAVE MOVED TO ZOHO CREATOR Hi there, I am upgraded now to Creator 5, but my public reports are not working. Answers to either of these questions would be helpful: 1. Where do I find the public link for a report in C5? 2. Where do youThis Week in Zoho News - CRM Zen Show Episode 122
Click here to listen to the podcast. Zoho News Zoho Meeting Security Update You can no longer "Restart" an old meet by clicking on the old link. Going forward, meeting IDs will expire after use. This is a small but necessary update. I don't think itSave Draft button greyed out unless you set a Subject field.
Not a big one, but you can't press "Save Draft" if the Subject field of your message is blank. Workaround: you can type something in the Subject field, this will activate the Save Draft button. You can then delete the Subject if you want/need to. (I knowWorkdrive vs Docs Storage
I recently signed up for a paid account with my own domain. I downloaded the Mac Desktop App for Zoho Writer. I created a few documents. I was surprised those documents were NOT showing in up in my Workdrive. Come to find out, there are two differentZoho Showtime to Zoho CRM using Zoho Flow - Split First and Last Name
Hi, We have some demand sessions that we are making available to the public. When a user registers I would like it to trigger those details to be pushed to Zoho CRM as a new contact or to update an existing (if the email already exists). For this IWhy and how choose Zoho Flow or embedde Workflow CRM function ?
We use Zoho CRM workflow functions. Zoho Flow performs workflows between the Zoho world and third-party apps. When is it better to use Zoho Flow rather than CRM workflows? I sent few weeks ago my question but didn't received answer yetThis Week in Zoho News - CRM Zen Show Episode 121
Click here to listen to the podcast. Zoho News Zoho CRM Will Now Require "CRM Users" First Name As A Mandatory Field This is a bit of a rambling post. But the bottom line is the when you set up a New CRM User, you will be required to fill in the "FirstLead Source management in CRM
Hello, It is not clear to me how the lead source field works in CRM. Is there a way to automate the filling of the field, not with a hidden field in form, but in a way that it tells me if sayd lead comes from ads, organic, etc? Moreover, I've seen theNotes Section
Is Zoho going to be making any updates to the Notes section any time soon? We want to be able to pull notes into our reporting/analytics. We also want to be able to add custom fields into notes section and tag additional contacts/accounts. I know thatMy custom function has stopped updating
I created a custom function using one of the templates. The function copies data from the account module to the contact module. It was working fine but for some reason is now not copying the data. The workflow is triggering, the function is triggering,Ticket Priority based on SLA
Hi, Our SLAs are based on the category assigned to the ticket, but I'd also like that to be tied to the priority of the ticket to make it easier for our agents to see. For example - total outage has a 30 min response time, but I need the priority to beNext 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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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 PageZoho Sites - Product 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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