This 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 now
Customize 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 entirely
Vendors 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. Regards
HTML 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 the
Campaigns 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 is
Contacts + 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 pushing
Auto-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. When
Domain 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/1869670000001848282
ERROR 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 some
Problem 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 you
This 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 it
Save 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 know
Workdrive 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 different
Zoho 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 I
Why 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 yet
This 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 "First
Lead 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 the
Notes 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 that
My 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 be
How to Update fields from Module Students to Module Deals?
Hi i want to make a situation that when i creating deal, there is some fields that takes the information from module students and put it on the deal. my question is if its possible? if yes how i am doing it? i am trying to take the student: a. ID b. Date
Is possible to have two lead/contact modules?
I have two types of leads/contacts: patients and students. I would like to have a contact/lead/deals module for patients and another contact/lead/deals module for stundents. To work with patients I renamed the following modules: Leads to Potencial Patients Contact to patients Deals to Medical Record I think it would be better to have a separated modules for students and for patients. If it's not possible to do that, can I achieve it by doing different layouts for students/patients? I would have to
This Week in Zoho News - CRM Zen Show Episode 120
Click here to listen to the podcast. Zoho News Zoho Updates Apps for macOS Big Sur Apple's macOS Big Sur is here, and Zoho has updated 6 apps that are ready now - Bigin, Books, Invoice, Expense, Inventory, and Notebook. Zoho Recruit October Update Roundup
Generate URL to access to a Zoho FORMS from contacts
Hello, When we have a contact, we can send an email with a link to a form in Zoho forms. This form, prepopulate the data of this contact record. We have an URL field in our contact module, so we would like to have that link available and registered in
Database Marketing
Marketing Lists Direct, Inc. is your source for targeted marketing business lists, email lists, sales leads and mailing lists. We also provide Marketing Lists Direct, Inc. is the most up-to-date Business Address Database for commercial enterprises within
Zoho Form to Desk integration keeps creating new contacts.
Hi, We have created a form via zoho forms that our clients use to request new users to be added to our software. The form then submits a ticket on their behalf on desk via the integration, however I have noticed that when doing so, it keeps creating the
Zoho Recruit API Authentication
Hi, I used the steps here: https://help.zoho.com/portal/en/kb/recruit/developer-guide/authentication-token/articles/using-authentication-token#Generate_Auth_Token to fetch auth_token but when I make a request I get the error: # #Fri Nov 13 02:08:13 PST
File storage exceeded
Hi, Anyone have an idea why some users have loads of file storage usage? Deleted and inactive users are taking all my file storage and now I cannot use the CRM as I could before. I exchanged several emails with Zoho support and also spent over an hour
Can i take workflow usage and make it as a report?
Hi, wanted to know if i can take any workflow usage and make it as a automate report that sending it to my email? i am attaching a workflow usage for example
Creating a csv file when a new record is created (converted a lead to customer)
Hi Team, I am wondering if there is a way Zoho CRM (with a custom function and workflow rules), automatically create a CSV file when a lead is converted to become a customer. Any help is greatly appreciated. Thanks!
Using allocated API calls every day
Hello, Is anybody else having a problem with limit on API calls using WooCommerce and Inventory? We are using our limit before the work day is finished. This is causing incredible problems. Information won't load to website etc. I would appreciate any
Why doesn't my auto-number field show on invoice and format question
There's a note under the Auto-Number field that says it is not visible when creating or editing the invoice? Why? Also, if I try to define the next number as "00000x", it gets changed to "x" stripping out the leading zeros. Is there a way around t
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