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Free webinar: Simplifying small business paperwork with Bigin and Zoho Sign
As a Zoho Sign user, you already know the value of digital signatures. But did you know you can improve your document signing and management by integrating with Bigin, the easiest CRM for your business? We're hosting a free webinar on Jan 29, 2025 (Wednesday)
Deluge - mobile app learning
Hi, I am currently learning another programming language using a mobile app (Mimo), which works really well, sets out things like error handling standards, variable naming standards etc. I came into learning Deluge with some minimal history of C++ and
how to sync shopify orders to zoho inventory instantaneously?
hi, Is it possible to sync shopify orders to zoho inventory sales orders instantaneously using zoho flow? if so can anyone give me a step by step guide as im not too tech savvy. currently i have set up sync at 15 min intervals but thats too long for me.
Connecteur Zoho vers Dolibarr
Bonjour, Contexte : * j'utilise Crm et Campaign pour gérer ma prospection et mon pipeline. * nous venons de prendre une franchise de commercialisation de services qui nous oblige à utiliser leur Erp développé Dolibarr Besoin : Continuer à utiliser Crm
How to Send Interview Schedule on Email by Deluge
Hi Zoho Users. I am vishal kumar and working as a Zoho Developer. some of the User is faces the Problem about workflow for sending the invitation to candidate interview link. like that I can help you. Step1:- Get attachment of interview when you create
Zoho CRM - Create Report out of a Graph
Hello, I created two graphs that measure the weekly sales activities on the basis of messages send on LinkedIn (we are using a third party tool that saves all LinkedIn messages automatically as a note). The graphs and the corresponding settings look like
POS Integration with Inventory
Hello! I'm looking for a good option for Point of Sale that integrates with ZOHO Books, including INVENTORY. Or maybe a different, easier way of doing things. Currently I am using Square for POS. While I was able to integrate the transactions (cash
Unattended Installer failure Error 1001
I found by renaming the PC I was installing and trying again it work. This has happened several times when cloning and installing many pcs and forgetting to change the computer name before installing Zoho assist. Somehow I think the computer name is getting
Individual Ticket Color
It would be great if we can assign color for tickets like this: or this : it will help to find tickets Thanks Regards
Wish to Cancel my subscription
Hi , I wish to Cancel my subscription for Site 24X7 and i do not want Auto renewal, under User ID: 839876237. If refund applicable, i can cancel now and get my refund as well. Please advice
Need Help Validating Requests in Channel Pull & Push Integration
We’re currently working on an integration that utilizes Channel Pull & Push functionality. As part of this, we need to validate incoming requests, but we’re facing some challenges in getting the validation steps to work correctly. Here’s a simplified
Google ads and zoho forms thank you page 2025
We have implemented CNAME in zoho forms. Google Ads wants us to run a thank you page, and they require that thank you page be hosted on the main domain and not the sub-domain. Is there a solution to this? Called to support and they had no idea how to
Include SalesIQ activity when sending Forms data to CRM as a new Lead
Is there a way that when I get a new lead via a zoho form on my website to include the activity in CRM? I have Sales IQ integrated with the form however, most of my leads do not talk to us through the chat fuction but they do fill out a zoho form. Id
Subject Line Editing
Good morning How can we change the subject line of an email?
Zoho Desk, call integration
Hello All, I searched a lot but i can't find any answer. I would like to recieve phone call if I recieve a critical case or lets say a case. whatsapp call also ok. Can we do that?
Is there any transcription services that comes with ZOho Meeting or Webinar
Thanks
Jira integration - view the attachments in ticket
Hi, When i create a ticket in Desk with an attachment and after that i create a Jira Bug (via the Jira-Zoho integration) then my developers can not see the attachment. How to solve this? Regards Herman
Zoho Writer: Zoho CRM Variable issue
Hi, I encountered an issue when using the Zoho CRM Global Variable in Zoho Writer while triggering a merge from a custom function in a button. In the document template, I'm calling the Zoho CRM Global Variable, but its value isn't being displayed at all.
React Native SDK Build error
* What went wrong: > Could not find com.zoho.salesiq:mobilisten:7.0.2. Searched in the following locations: - https://oss.sonatype.org/content/repositories/snapshots/com/zoho/salesiq/mobilisten/7.0.2/mobilisten-7.0.2.pom - https://repo.maven.apache.org/maven2/com/zoho/salesiq/mobilisten/7.0.2/mobilisten-7.0.2.pom
Sharing sheet without affecting original spreadsheet
I want to share a sheet using a password unique to the end user who will be able to enter data that will help them make a decision. I don't want or need any changes to show up to original file inside my Zoho account. I will be sharing this sheet over
How to give Supervisor access to all chats? Transfer and invite other operators?
Any chat system had levels, The supervisor can control the associate chats! but here is different! I can not find how to give the supervisor accsess to this.
Important notice for WordPress users: SalesIQ plugin updates
Hello everyone, This post would concern only the users who have SalesIQ integrated with their WordPress sites. We have now updated the method to connect your SalesIQ account to your WordPress site using the SalesIQ plugin. We now have a dedicated link
No Incoming Call Notice - SalesIQ Mobile App
Hi there! When a visitor selects Call instead of chat, I do not receive notifications of incoming calls on the SalesIQ mobile app. I receive a notice of a Missed Chat after the visitor hangs up. I think the Calls are still in Beta? It is a pretty cool
Europäische Zeichen: Komma "," anstatt Punkt "." möglich?
In alle Betragsfelder müssen wir mit dem Punkt "." die Beträge erfassen wie 123.34 EUR. Das müssen wir nur in Zoho so machen, weil in anderen Applikationen wird in "Europa" mit dem Komma 123,34 EUR gearbeitet. Das Datumsformat kann kann in Books eingestellt
While importing journals in .xls file; Error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values."
Dear Community, please help with suggestions to resolve error notification "Duplicate entry in the Journal Date column. Ensure it contains unique values." Some transactions spooled from Bank Statement into the jounal.xls have the same value dates.
Bank feeds broken again.
Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.
Item sales account via api
Hey everyone, I’m making an invoice using the create invoice endpoint on the api. Is it possible to set a sales account in the line_items attributes?
bank reconciliation screens no longer indicate what transactions you have matched to the bank statement
I'm trying to reconcile a november bank statement. I used too be able to mark the transacions as I matched them (manually) Now it just tells me the number of matched but no indicator of which ones. Can some one please help? thank you
Possible to configure such that users can only delete their own records?
I want to configure the system such that non-Admin users can only delete their own records. Is it possible to do this? I have been fiddling around with Profile settings and Data Sharing settings but the results seem to be inconsistent. I had: enabled
Kaizen #175 - Leverage Settings Widget for Zoho CRM Extensions
Howdy, innovators! Welcome back to a fresh week of Kaizen. This week, we will delve into configuring a Settings widget in Zoho CRM for the effective functioning of extensions. It centralizes around key configurations that will be carried out to various
Records that are in the trash are counted in the reports.
Hello community, after intensive investigation by support, we have noticed that when we relate records through a lookup field, if we delete records from the child module they will be counted when generating a report from both modules. See the case below:
Unable to Duplicate Zoho Application
Dear Zoho Support Team, We are facing an issue while trying to duplicate a Zoho application. When we attempt to do so, the process does not complete and instead remains stuck on a loading interface. To help you understand the issue better, we are sharing
Automation#29 Retain ticket status on moved tickets
Hello Everyone, Hear out Zylker Techfix’s Success Story on Smoother Ticket Transitions! Zylker Techfix, a gadget servicing firm committed to quick repairs and timely deliveries, faced a challenge when ticket statuses changed automatically while moving
Controlling the layout view for profiles
Is there a way to control which layout a user sees for contacts which is based on his CRM profile?
How to disable email notifications about new candidates?
Hello, I'm struggling to find where I could disable getting email notifications like this one: subject: New candidate associated for [job position] Hi [name], This is to bring to your notice that the candidate[name], whose candidate ID is [ID], has been
Being able to send a spontaneous candidate to client or hiring manager without a job link
Hi, Could we add the possibility to send a candidate to a client or a hiring manager even without relating the candidate to a specific job? In our reality of searching for great Talent when we find one we need to send him to our client or manager for review or meeting even if we don't have a job opening. It will happen when: We receive a spontaneous candidate's resume that doesn't correspond to any of our active jobs. OR When we are viewing a candidate associated to a specific job that we are not
Can't import a PDF
Why on earth can we not import / upload a PDF? Like one of the most common formats an accessible document would be in!
Layout Permissions
I have layout that I need only once role/user to access I have made sure the user does not have permission to the other layout I do not want them to see. However, they can still see all the other records. Please help I need this solved ASAP.
Introducing Appointment Title Customization
Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the
Custom Deal Name in Lead Conversion Mapping
I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be
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