form & sheet integration
Good day I have created several zoho forms which I then integrate with zoho sheets. Yesterday, I created a new form and attempted to integrate with zoho sheet but I am now being asked to choose a folder in zoho workdrive to place the new sheet. I never had this happen before. I have attached two screenshots: 1. Correct integration- this is how I have been doing it for years 2. Wrong integration- how it now shows up when I attempt an integration #1 Allows me to use the zoho sheet app to check the
Showing calendar available - when it is not available
Zoho Booking is letting folks book time in the calendar when the calendar is not available. Thanks, -Naveen
When are you addressing the invoices to have a running or overdue balance.
This is annoying to my customers and with the statements not being able to make payments as an invoice its almost pointless to have a statement history without being able to make payments via the statement. This is too much dialog with my recurring clients and I have lost clients with this issue because of this.
Sales Duration always 0
Hi all, I have noticed that the sales duration never changes and is always 0, even after closing the deal. My pipeline starts with Needs Analysis and ends with the Closed options. I should mention that most deals are created in the deals module and not via a lead conversion. Harry
Update field in contacts from accounts
Hello, I have a field in accounts module called "DESCUENTO_TARIFA". I have to create a function that is activated via workflow rule, and that updates the field called DESCUENTO in accounts module with the same value as "DESCUENTO_TARIFA". Contact is mapped to the account as main contact. Thank you
Integration with Textnow
Do you plans to integrate Textnow into the Telephony apps for Zoho One?
Mobile and Laptop repair management
Hi, We are looking for a tool which can manage our entire process includes crm-Jobcard-technician update,pickup updat,on-site technician update,inventory and Accounts etc.
What is the best way to create reports on registration in Zoho Backstage?
What is the best way to bring data from Zoho Backstage automatically and then have updated reports/dashboards? Thanks, -Naveen
Integrate ZOHO Desk searchbar and add ticket in 3rd party application
We want to integrate a helpcenter search bar and the possibility to directly add tickets to our cloud software. We want to add a 'support bar' in our software where people have the search field to search for known articles. When entering certain tags the right document should become available directly. Just like the search requests in the ZOHO Desk environment direcly. Can you point us to the right API information? We also want to be able to directly add a support ticket from our application.
Story Template into Sprints
I need to have a default Story to be applied to all Sprints I would have in my Projects.
Importing contacts to a new list on Campaigns, that may have already unsubscribed from a previous list
I have just imported some client contacts onto a new list on Zoho Campaigns. As we are a large company and follow stringent GDPR regulations, my concern is that the newly added contacts may have already unsubscribed from a previous list in Zoho Campaigns, therefore will not want to receive any communications. Can you confirm if contacts have already unsubscribed from a campaign list, they will automatically be removed or will not be imported on to other lists? Has anyone else had this issue?
how to use zoho one in iframes in dotnetnuke dnn, with out have to login again.
we have an dotnetnuke site, and we use zoho one, when trying to add to iframe, it shows that one.zoho.com is blocked how can we add to the iframe in dnn
Can send but cannot receive emails
Since May - not able to receive any emails - emails not going out either until today.
autoresponders
we sell car stereos, we buy back the original one from customers. looking for a way to create a process where they fill out a request to sell on our site, i get the request and can have an autoresponse sent based on the selection. anyone know how to do this? i found how to use forms for internal processes but this is for outside of company not internal. thx!
Zoho CRM Calendar: Duplicate events in crm after connecting to google calendar
Why do I get 2 sometimes 3 duplicate events in my Zoho CRM every time? I use Zoho Bookings and Gsuite sync
email is gone
I created folders in the email I moved emails to that folder and disappeared
Migrating Zoho Domains
Hi all, im thinking of migrating from zoho au domain to .com, primarility because there are more third party integrations, and for access to zoho connect. my question is, has anyone done this, and are there any negatives to be aware of? also, can i get my .au data transfered to my .com account? thanks!
Moving from Office365 to Zoho Mail
I have few mailboxes on Office365. One of the mailbox is coming up for renewal. How can I move this mailbox to Zoho Mail and continue to have other mail boxes continue to use Office365 mail? Thanks, -Naveen
preventing third person editing
once the application has been created, how can i prevent third person from editing my application when it is send out.
i cant send email from my domain
i get this error Error: Message failed: 550 5.4.6 Unusual sending activity detected. Please try after sometime. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a> at SMTPConnection._formatError (/home/***/node_modules/nodemailer/lib/smtp-connection/index.js:774:19) at SMTPConnection._actionSMTPStream (/home/***/node_modules/nodemailer/lib/smtp-connection/index.js:1647:34) at SMTPConnection.<anonymous> (/home/***/node_modules/nodemailer/lib/smtp-connection/index.js:1137:22)
Showtime Recordings not available
Hello, We are running Zoho Showtime Trial version. The recordings of the meetings are processing for a long time. its been more than 12 hours now, but still it is been shown as under processing. We are planning to upgrade to a plan if the recordings are proper. PFA the screenshot. W e are not able to view the recordings in the library as well. Is this something to do with Trial version? Sample scenario: My user ID is 651272301. Recurring Online SessionRemote Session 18 Apr 2020 Regards, Jayendra
Accunt details to be auto populated within a ticket
We have a requirement for the account name to be auto populated within a ticket when it is created. we have customers that log tickets via email with our help desk and we would like for the account details to be auto populated. Is this possible? thank you Sabashni
This Week in Zoho News - CRM Zen Show Episode 102
Click here to listen to the podcast. Zoho News Zoho CRM Gets a New Logo and Menu Bar The new Logo is different from the earlier version that I expected to be released. I think it looks great. A lot of thought went into this logo Zoho Books Updates A few nice additions, with my favorite being that you can now export the current view in XLS and XLSX format. Zoho Sign Gets Some Major Updates 7 Product Updates and 6 New Integrations Zoho Expense Update Roll-up Trip Management, Scan Improvements, Regional
Automation of email flows and tasks for specific new contacts to support industry show speakers
Question for the group: I have been tasked with being the moderator for a series of tech summits. I wish to send the speakers and panellists an email asking for a time to call them and discuss their topics. The names and emails of speakers will come over time, so this is not a complete list I have in advance. I need to be able to add people to the list and have emails and activities automatically done for each. If the speaker does not open my email, I wish to send a follow up in a few days. If
Using Zoho Creator to automate report creation in Writer
As a CCTV integrator and consultant, one of the services offered by my company is getting government approval for the installed CCTV systems of my clients. In order to fulfill this responsibility, my company creates a word format document filled with snapshots of each and every camera view on the client site. we also have to include several other snapshots like 1. first day of recording 2. night time views 3. evidence of sticker warnings saying that the premises are under cctv surveillance so on
delete unused user
delete me unused user see atachement thank you lubuliatko
Ideas on how to make Zoho Sheets much efficient (video link attached)
Hello, I recorded myself using Zoho Sheets and I have a few suggestions. at the following point in the video. I’m listing time stamps bc it’s a relatively long video bc I was doing actual task and only address problems when I encounter them 1. 0:00 2. 3:10 3. 6:40 4. 10:03 5.15:45 here is the link to the video, https://meetinglab.zoho.com/public/videoprv?recordingId=f9083d79cbf6597fbffeb70a10e437cd947b7a8f2a8370880ab040dae5787e8d Thank you.
Embedding Analystics charts and dashboards into Zoho Show.
Hi folks, A few month ago, my colleague was told that it was not possible to integrate live Zoho analytics details into Zoho Show. However, it is possible (perhaps because of any update or us getting the wrong details.) Here is how. 1. Prepare your charts and/or dashboards in Zoho Analytics. 2. For each that you wish to show publically, go into VIEW mode and then select Share button and do the following two things: 3. Select "Make this View Public" and be sure to set who can view it - generally
Invite external business partner to collaborate in my CRM?
Hi, I am an insurance broker and have external partners which work on my contacts in certain projects. These partners are not part of my organization. Is it possible to invite such external partners to work IN my CRM on certain contacts? I took a look at portals but that doesnt seem to be what I am looking for. I need them to be able to edit leads, contacts and deals which I share with them.
Downgrade Subscription
Hi, I am trying to download my subscription from 12 users to 11. I only actually have 10 active users, however, when I try to downgrade it tells me I need to match the 12 active users but there is definitely only 10. Can someone help? Thanks
This Week in Zoho News - CRM Zen Show Episode 101
Click here to listen to the podcast. Zoho News Want to Learn How to Use Orchestly? Check out these new Tutorials These are a step-by-step guide to the concepts of Orchestly and how to automate simple processes. Zoho Forms adds Enhanced Date Fields The new features include: Week Starts On Allowed Days Allowed Dates Zoho People - June Update Roundup A few of the updates include: Generate employee health status records Improves document compliance Zoho Cliq - June 2020 Updates Drag and Drop comes
Zoho CRM and Finance integration to create Retainers and Invoices from Deal Modules
Hi there! With the CRM and Finance integration, I can create invoices, but they are not detailed enough. Can you please help me insert product and pricing information from the Deal Module's pricing subform into the invoice? Also, I would like to create retainers from the Deal Module for those instances when one is needed. Thank you.
Zoho Security - How Much Data Was Stolen
I am seeing hundreds of failed login attempts to all users of my zoho company. These attempts are coming from Europe. Since we don't publish our emails, I would presume that you had a data breach. How much was stolen, when will we be notified, and how do I block login attempts from these IP addresses?
Zoho portal
Good day I would like to know if it is possible to use one Zoho portal for multiple Zoho applications. What i mean by this is the following. If i want my customers to see data that was stored in CRM and books and scheduling, is it possible to show all this data in one Zoho portal? Kind regards
How do I create a Flow to execute one time based on a field update in the Deal module in Zoho Flow?
I have created the flow to create a row in SmartSheet when a deal is won. The flow is executing every time the deal is updated. How do I adjust so the flow executes 1x for each deal moved to Closed Won?
Cancellation
Good day We cancelled our ZOHO subscription. However we just received an invoice that our subscription was renewed, we do not want this. Please assist me in cancelling and getting our money back.
Is There Live Chat Service?
I need to chat with someone on live chat, I read it is available but impossible to find. Have not had any luck getting a response out of the "24/7" support email either.
Connecting Zoho Creator to Zoho Books
I'm currently building a custom Field Service Management solution within Creator and I'm trying to decide if I should use Zoho Books or my custom application for our Customer Portal. We are a lawn company and my customers need to be able to see all billing and service history records, as well as submit support tickets, update cc info, etc. Should I use Zoho Books and send the service data from our custom app? Or does it work the other way around and I need to send Zoho Books information to my custom
Mulitiple Payment Mapping from bank statement for Single Invoice
Dear Team, I am very new to zohobooks and i am loving the features it has but recently i tried matching 2 payments for 1 single invoice from the bank statement. I was unable to do so. Can you please share the process for the same.
Cannot send or receive emails
Hi, I usually face issues in just incoming mails when my storage is full, but I have cleared storage and still cannot send or receive emails. This is a recurring issue. Please help urgently. Thank you.
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