How can I import updates to existing records in Zoho CRM?
I am evaluating Zoho One with a trial account, and trying to figure out how I would go about importing a list that would include some existing accounts/contacts as well as some new ones. The instructions I saw in the documentation (https://help.zoho.com/portal/en/kb/crm/data-administration/import-data/articles/import-data#Import_Data_to_a_Module)
RTL support - email templates
hi i am developing in zoho CRM through zoho one. on creating email templates i do not see that RTL (right to left) text is supported. how do i create nice looking templates with RTL text?
ZOHO Calendar Time Zones
I'm in New York. Zoho forces us to choose Eastern Daylight. That is absurd because it should do it on its own. My colleagues are in Texas CT time. My boss shared his schedule with me so I could see when he is busy but everything I do seems to schedule
Pivoting a table of survey data in SQL without PIVOT
I have a table called Responses which contains survey responses using the following structure. RespondentID | QuestionID | Text gzolehana
----------------+------------+--------------------
745000000144003 | 1 | 424847508003102140
745000000144003
Exclude option for "status" and also modify header in Timesheet Details report in Zoho Books
Hi, is it possible somehow to exclude the status from above mentioned report? I would like to create a timesheet and attach to invoices where customers don´t use their client portal for details. When I create the timesheet report before invoice creation
Connecting forms and campaigns
I created a form in Zoho Forms and turned on the integration in Zoho Campaigns. It goes to the correct list but it doesnt trigger the workflow (it's not sending a confirmation email). The only email I got is a subscription confirmation (I actually want
Ken's Interface Insights
Much of the Zoho UI is excellent; sparse and orderly and I'm grateful for that! No matter how large our monitors get, screen real estate is always at a premium and vertical space is especially precious., One of the great boons of "canvas" is the ability
Inactive user is created when time entries are synced from Zoho People to books
Hello, Do we need to pay extra license fees for inactive users in books? When colleagues enter time entries to jobs in Zoho People, the time entries are synced to books. But what happens is a new "timesheet-staff user" is created in books as inactive
fetching image from form to page
Hi Guys, Can anyone help i have one doubt, I tried to fetch the details from one form to page , I have created a page and written an html code for it is fecthing the details but near Image i am not able to get image but instead of displaying image i
Zoho Desk profiles disabled in strange case !
Hi All We have been customers of Zoho for more than a year, we had many problems and they were resolved by Zoho support teams. This time a strange problem occurred, which is as follows: We use Zoho Desk to manage our customer support tickets. A month
(month) Calendar view to focus on this week
I'm needing a calendar view that focuses on (this week) at top and then weeks to follow below. I use calendar view on screens in our office for employees to reference tasks ahead. The problem is, we get about 2 or so weeks before the screen cuts off and
Calendar - Can't Edit appointment
Group calendar entries can't be edited.
Zoho Admin Panel
The app Bookings has recently been enabled on our Zoho One Admin Panel. When I try to assign users, the user I want to assign Pamela England returns and error. The error states "User is already present in another account." I have reached out to Pamela
Merging Zoho accounts
I have a question. I created an account with my main gmail address (username@gmail.com). However now, I would like to use my company email with Zoho (username@mydomainname.com). Is there a way to merge the two accounts. I currently have a lot of information
Response Error
Good day! Requesting for your assistance regarding this issue: The conflict users while updateMembers are [{"zaaid":"ZCAM-687008050","is_existing_member":false,"zarid":0,"role_id":"527742000000037007","app_id":"58258000000002081","zuid":696719350}] Our
Sinh viên
Chào bạn, tôi đã đăng ký 1 miền miễn phí có tên misn4.cf . Tôi muốn đăng ký tên miền này cho zoho mail nhưng được báo lỗi: Miền này không được phép thêm vào zoho. Tôi phải làm thế nào để khắc phục được lỗi này ạ? Mong bạn sẽ sớm phản hồi . Tôi xin chân
Many emails from phone with "We noticed a third-party application accessed your Zoho Account"
I've started receiving emails yesterday with content "We noticed a third-party application accessed your Zoho Account" every time my mobile phone (which has an app specific password) checks my main mail box. The emails mention a different location and
CREATING CUSTOM BUSINESS INTELLIGENCE DASHBOARDS AND INVENTORY REPORTING IN ZOHO ANALYTICS
“If you want to understand your holistic business health, then you have to pull data from a wide range of sources and make that data digestible to everyone in your organization and on any device. This is precisely what Zoho Analytics does with its varied
Zoho Contracts
hi, i see you have launched a new product, Zoho Contracts. Is it included in Zoho One? I don't see it in the product list. regards
Any other charities using Zoho One?
Hi I'd be very interested to hear from other charities using Zoho CRM, Campaigns, Social, Forms etc. Happy to compare notes on how we're using the system to record information and communicate with our donors/clients. I'm in the UK.
Extracting Data from Webhook
Hi, I'm extracting Data from a Webhook in Zoho Flow and it is coming in the following format: {
"webhookTrigger": {
"headers": {
"content_type": "application/json",
"host": "flow.zoho.in:443",
"connection": "close",
"content_length": 474,
"accept":
Images not loading in Campaigns
It keeps loading and then not loading the next time... or takes several minutes to display on the screen. Anyone else experiencing this?
I am having issues with outgoing e-mails
Hi, I am unable to send messages both trough my own Applemail and through Zoho mail, Reason 553 relaying disallowed. Invalid Domain This may be caused by a previous domain expiry ... I also get notifications that my MX configuration and DKIM entries are
Renaming or deleting a Zoho One account so that we can use the login names associated with the defunct account
My client has a current Zoho One account called "AcmeTask" He also has an account called "Acme". He got bad advice from a prior consultant who told him he could not continue to use the "Acme" account name. Please rename "Acme" to "AcmeOld" and rename
Copy one field to another
Hi, How do I copy one field to another upon Lead creation please? Field 1 is called 'Coupon Code' Field 2 is 'Coupon Code Copied' Thanks
Archived emails disappearing from CRM
Hi, We have Zoho One and are using Zoho Mail and Zoho CRM. When an email archived in Zoho Mail it disappears from the contact in CRM. Why is this? How do we stop this from happening? Thanks in advance. Vernon.
How do I return all the fields for the Quote Line Items through the API ?
Hi, How do I return all the fields for Quote Line Items? I did not see the module listed under settings/fields?module= and the Quotes module does not list the fields either. Thanks Ryan
Zoho work drive
I want to buy zoho work drive plan. But it shows different pricing plan. Can you please explain briefly so we got to know little more. i am attaching screenshot please revert asap.
Impossible to change any expenses when tax report is done
Often, I'd like to change the account in a transaction.. I don't want to change de transaction... just the account and it's impossible to do in ZBooks... this is quite annoying as a bookeeper... in quickbooks we're able to modify everything and i do manual
Top 10 websites using zoho zobot
i just saw the new Zobot Video on YouTube and was asking if the community can show the 10 best webpages using Zoho Zobot.
POP UP REMINDER
is there anyone who can help me in creating a pop up reminder when someone edit or create a new item.
Can access email via browser but outlook suddenly cannot connect to Pop3 server
Hi Zoho community, My colleague can access email via browser but outlook suddently cannot connect to POP3 server and therefore cannot receive email via outlook. The login credentials and settings remain unchanged. Hope you can help. Thank you, Ben L
execute zoho page sense custom tracking event from zapier
I have a tracking pixel and a custom event fire. I cannot seem to get it to work in zapier javascript code. The pixek needs to load, (i dont know if i should use the syncronous or asyncronous version) then the 2 lines of custom event code need to run.
Cant get through to your phones, speed issues un usuable
Hi all apps including Cliq and Desk are from to unusable. Can't live chat, can't ringing anyone, no one answering. Been a few outages on your apps recently. What the heck is going on!
Custom Unit
I need to add another unit type to the list (Month). This is mainly for Subscription use, but I think I had to actually make the change in Books. I have added units types before, so I know it was possible but I can't figure out how to do it again and
FLow stops at a certain point
Hi - I've put in a request to support but need an answer before the usual week to respond. I've set up a new flow. It worked fine in testing, but now that its live its doing something strange. I came into a number of failed tasks. As I opened the flow
Asking users to review and update their data
Hello, We use Zoho CRM and Campaigns to manage our website users. We would like to ask users to review the data we hold in their record, so that they can validate the information and, where data is incomplete, add to their profile data. For example,
Third Party Cookies and Zoho Desk and Customers
I've set up Zoho One for my soon to be launched business, but I'm struggling with using Zoho Desk. Struggling enough that I've duplicated my portal on Freshdesk just in case. My concern with Zoho Desk is I'm worried that a small company is going to have
Magento 2.4 B2B Ecommerce Integration to Zoho one (WMS extension)
Please let us know if we are able to use any extension to integrate our Magento 2.4 B2B to Zoho.
What is the Owned By column in the Emails related list?
Hi In the Contacts module we have it integrated with our Outlook, and we can see emails sent to/from the Contact within the Emails related list. What is the Owned By column? Its not the Owner of the Contact. So what is it? Thanks
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