This Week in Zoho News - CRM Zen Show Episode 116
Click here to listen to the podcast. Zoho News Zoho Forms integrates with Zoho PageSense This integration makes it possible to learn about how visitors interact with each field on your form and assist you in fine-tuning your forms. All New Marketplace Extensions for September 2020 Here is the full list of all of the recently released Extensions in the Zoho Marketplace. A big one, is that you can now connect Zoho Subscriptions to Zoho Analytics. Zoho WorkDrive Adds Improved File Previews WorkDrive
ZOHO CRM API Update Not Working As Intended
I have creates and delete working as they should but when I attempt to update a record using the API nothing happens. It gives me a success message but does not actually update the record. I am sure I am missing something simple. Any assistance you can provide would be greatly appreciated. Here is the code I am using to do the update. <?php $curl = curl_init(); curl_setopt_array($curl, array( CURLOPT_URL => "https://www.zohoapis.com/crm/v2/Contacts/XXXXXXXXXXXXXXX", CURLOPT_RETURNTRANSFER => true,
Openning an application from Zoho One
Hello With all my PC and a different site I can't openning some application like CRM from Zoho One. I can open Zoho Books but not CRM or ShowTime for example. Could you help us? Regards Etienne TOurnier
Tasks - Workplace
We have started using workplace extensively among a small team. While Tasks is good, I don't see a place or tab for ALL tasks - It would be great to see everything at one place. Currently I have to keep clicking all these tabs.
List entry trigger: repeated submissions
Hello all, I've set up some workflow to manage the download of our content in the following way: 1) the person fills up a form 2) the data are pushed to CRM as lead, where they are tagged for a custom view. 3) Campaigns aquries the CRM custom view data via Integration. The lead are added to a List. 4) The List triggers a worflow which sends an e-mail with the link for the download My question is: if a person who as already filled the form and downloaded my file, fills up the form again, will he/she
Zoho Analytics vs Power BI vs Google Data Studio
I have been using Zoho Analytics for some time but appears that it is significantly behind Power BI and Google Data Studio in terms of functionality. Our use-case for Zoho Analytics is using data that is coming from third-party sources (and not from Zoho apps), and we want the dashboard to be available for public consumption. Does anyone here have exposure to Google Data Studio and Power BI? I would like to discuss, which platform to move to. Thanks
Webinar: From Leads To Sales - Leveraging Zoho’s Marketing Automation To Grow Your Business
Mark Your Calendars! Get More Leads & Close More Sales with Zoho Zoho One’s suite of cloud applications is one of the single best software packages available today for small- to medium-sized businesses. While most businesses center their efforts on Zoho CRM, we’ve found that clients aren’t always leveraging their license for marketing and sales to their full advantage. In particular, Zoho Campaigns offers a marketing automation suite that delivers best-in-class features for ecommerce (B2C) and
Which system are you moving to after Zoho Recruit?
The system is too flakey and everyday is constant battle. I'm tired of inputting the same information that then disappears. Has anyone else thought of moving systems as yet and if so where are you going?
Stretched description text box keeps shrinking - bug
I'm in a record. Editing descriptions (in Product). I pull the box down to get edit space and... it shrinks back to cover the last few letters of text. This is a bug as it is not how any other product works. If you have a stretch button, you stay stretched until save. It is definitely a bug to not allow me to see all the text I am editing. This one: just fix it. I am a software developer and guarantee this will take less time to fix than to talk about. (((Please do not put me through common
Distractions
Hello, Recently I started getting distracting grammar suggestions. Please, see the pic. Any idea where they come from? How to disable? Thanks in advance for the help. P.S. These suggestion might be helpful if they could run in stealth mode. So I could see them all at once at the very end.
Adding Zoho One Licenses
We just signed up for a free zoho trial and think we like it. We are a 5 person startup company and will commit all employees to a license according to the all-employee price plan. As we grow, we will get each new employee a license to be compliant with the price policy. Is that how it works? When we continue to hire additional employees we buy each of them a new license to stay on that price plan of $30 per employee per month/annual? Thanks in advance, Jeff
Address Search in CRM Create view and in Quick view
Hi, I would like to put up a feature request, I’ve been trying to solve this problem couple months now . It’s regarding the address search in the Zoho CRM . From previous records, it was told that address can be populated in case a button is clicked . However, this feature is available in Zoho recruit in Job Opening module and address is populating in the records without clicking a button. Moreover, If we could get this feature in the Detailed view of the Crm and Quick create view as well. If you
How to import data into ZC5 Address field?
Hi, I have a list of employees, with their addresses, to import into Zoho Creator 5 (the list was made on Excel). The addresses are scattered across 5 columns (address, city, province, postal code, country) and my Creator address field is configured to show these same 5 subfields. My problem is, when I try to import the data, Zoho doesn't let me match the 5 subfields with my 5 Excel columns. It only shows the main address field. I tried to concatenate the 5 columns into 1 and to match it with the
How do you handle loan of demonstration products on Zoho suite?
Hi everyone, I was wondering if some of you have tried handling their demonstration products in Zoho? I'd like to loan demonstration products to customers, track the inventory of loan products. Do you have a worflow to suggest? Cheers!
Custom button to autogenerate SKU numbers in Zoho inventory
Hi there, I'm wondering if it's possible to make a custom button to autogenerate SKU numbers in Zoho inventory. If so, has anyone done this and can share how they accomplished the task? I know that Inventory auto generates SKUs for composite items but we'd like to autogenerate SKUs for standard single items. TIA!
How to display contact name AND product info in the same DESK report?
I need both of the following columns in a single report: I am able to obtain each one of them independently, but can't seem to find a way to include them both as column-items in the same report. I need a report that displays open tickets, and has columns that display the Contact Name and the Product associated with a ticket. Is that possible.
Notebook app Photo editing features
Hi , Zoho notebook photo editing features which are available on web are really good. However, the problem comes in while using app because that features are not available and if our sales people are in the remote areas and they try to upload the picture , it takes lot of time to upload on web. Therefore, I would suggest if you could please add all the web features in the app that would be great. Please find the attached copy for the reference
getRecords sort limitation 10000 records.
When calling getRecords on a module that contains more than 10000 records and attempting to sort by a field the return is limited to 10000 records it seems. contacts = zoho.crm.getRecords("Contacts",1,1,{"sort_order":"desc","sort_by":"ContactID"}); I am attempting to get the value of "ContactID" with the highest value. However I am only having '10000' returned. Any suggested solution would be appreciated.
Change Timezone in Zoho Showtime
Hi Our company is located in Melbourne, Australia and we last night started daylight savings (clocks went forward an hour: (+10:00) Australian Eastern Standard Time (Tasmania) (Australia/Hobart) should now be +11)). We have several showtime sessions with weekly reoccurrences that started prior to daylight savings and continue after it. All sessions after the start of daylight savings are now showing as starting 1 hour later eg. Session 1 (prior to daylight savings): 9am to 11:30am Session 2: 10am
Not working? Data Type: Attachment field - Image
When creating a custom attachment field for my estimate Data Type : Attachment it says we can Attach files of the following types: docx, pdf, png, jpeg. So to test this Data Type custom field I added the placeholder in my template ${estimate.cf_attachment} Then I uploaded a jpg image. But when I print out my estimate or convert it into a pdf I just see the name of the file I attached I expected to see the image or a url How is this supposed to work please? I would for instance like to add images
Relate a Connect Task to a Desk Ticket (Integration between Connect and Desk)
Would like to be able to lookup and relate a task in Connect to a Desk Ticket. We want to reduce the locations where our developers have to visit to keep notes on a issue or task. (We only use Project/Bugs) for large projects..but for Break/Fix we use Connect to track open tasks. Also, we would like the Desk Ticket to be related to the Connect task so Customer Support agent can see what is going in the process of resolving the issue/task.
Send emails to all Contacts associated to an Account on Account Blueprint state change
Hi, I have a blueprint that transitions an Account in various states. I want to be able to trigger an email notification that on an Account state change to all email addresses of Contacts associated to the Account. I couldn't figure out a way to do it since all email templates and triggers rely on the email and name fields to be in the Account form and not the associated Contacts form. Thanks Wing
AUTO BCC Zoho TeamInbox
I have IMAPed my master E-Mail info@ within Zoho CRM and share all E-mails with all of my agents. The goal is, that all agents should be able to see the E-Mail history of a Lead / Contact / Account. Because all agents are working in the same inbox the only way for us is to use TeamInbox because there is no shared inbox in mail.zoho or SalesInbox. My Setup: 1. Masteremail info@ auto forward all recieved emails to TeamInbox -> All of my Agents have access to all Mails in TeamInbox and can work on
Custom Button causing issues with 'Created By' Field
We have a custom button made that creates a new Deal in the Deals module based on information in the contact module. However whenever it is used the 'Created By' field is always the owner of the app and not the person who pressed the create deal button. Is there a way to fix this issue? Thanks
Select which Thank You Note to send when regi
Good morning, I created several templates for the Thank You Note, when I acknowledge a payment, but I don't see how I can select which Thank you Note to send. I have just registered a payment and the Default Thank you Note was sent. I couldn't select which template I wanted to send. How can I do that?
Don't add currency to all templates
Zoho chooses to force us to have fields when creating a template. Currency is definately one we do not need on templates that are not related to money. It forces us to have to hide the field through other functions (it can not be removed). That in turn will affect how the module layout works as other features are affected by the hidden field. Please eliminate this (and possibly other) default required fields.
Parent and Sub Accounts
Hi, How do we make the total of the sub accounts appear as closing balance of the parent account ? Right now if I goto my chart of accounts and click on GST payable, the closing balance is 0. But if I go into the individual sub accounts such as Output IGST, CGST and SGST, the correct payable value under those heads are there ?
Integrating Zoho Orchestly with Zoho CRM
There doesn't seem to be any formal integration between Zoho CRM and Zoho Orchestly which is a real shame. The only integration one can do is to modify records in Zoho CRM but what if you need to view Jobs that relate to a CRM record? It's highly likely that Jobs are going to be related to Zoho CRM records in some way and an integration field in Orchestly that points to a CRM record would go a far way. One could build your own, but if you look at the Orchestly API there is no way to search for Jobs,
Zoho One use cases & customizations for internet marketing and/or wholesale goods companies?
What are some Zoho One use cases & customizations specifically for internet marketing and/or wholesale goods companies?
Email Summary to all individuals in an account
Is there any way to see the emails that have gone to all individuals in the account? Right now it looks like I have to go to the individual to see the emails that have been sent.
Custom button - Generate new Deal from Contact record
Hi. I'm trying to streamline the user experience by creating a button that will generate a specific Deal (we have multiple Deal page layouts) and pre-populate it with Contact record information and static text. It works but only if I run the function independently. Whenever I try to map the function to a button, it stops working. My best guess is the function calling within the button looks for a String and I need to pass the Contact ID as an integer. Has anyone run into this issue before? Is there
Is there a way to log MH emails on the contact in the same place where CRM emails are logged?
Hi - I'm trying to do two things.. 1 - build a report that shows contacts in the CRM that have not been touched by sales or marketing in X number of days. Our sales team is using sales inbox on the CRM side, and our marketing team is using MH on the marketing side. However, since (it seems to me) these things get logged in two different places, I can't get to this report done. 2 - give my sales team an easy view into any touches we have had with a contact, regardless of sales or marketing. Again,
Zoho is not reliable. period.
I started my trial period of Zoho one last week. The migration from Hubspot has been nothing short of a nightmare. Mail does not work - CRM it is confusing - Mail parse is a dinosaur - and list goes on. I have contacted support several times. - 1 email 5 days ago - no answer. - a second email 4 days ago - no answer - a phone call to support four days ago, they said someone will get back to me. - never happened. - an answer from first email was received yesterday after hours for us (9:25 pm). Telling
Submit to client - Resumes
Most of my clients do not like the approval form and prefer to receive individual resumes. But once in a while I forgot to check the box to send email as separate. When one send the email all the resumes and attachments are bundled into one email. Would it be possible tocreate a file for the attachments for each candidate. So there are not 7 resumes and 7 degree = 14 attachments with different labels?
More professional/business-ortiented Zoho-logo
Dear Zoho corporation, Dear Marketing responsible of the Zoho Group, Please do not see this as criticism, rather as trying to help Zoho to become even more professional in the market. The logo of Zoho is not really business-oriented, it is more playful then professional branded (remarks i get quite often from my customers when i advise Zoho to them, the logo does not give a "serious" impression when comparing to competitor digital/online CRM/ERP solutions, although Zoho has a lot to offer as a wide
No response from Support for 1 week
This autoreply is one week old. This is all i got until now. The support is a joke. This is not just related to Zoho Flow but also to many other Zoho Teams. You will only get an answer if you regularly bug the team and in many cases their reply isn't really satisfying. We pay over 3900 EUR each month for Zoho One.
Mindmapping
Does Zoho connect with, or plan, any mindmapping application?
Z Creator Deprecated App for Z Flow?
You are using a deprecated app - Zoho Creator in your flow(s). Reconfigure the flow(s) with necessary changes before Oct 15 2020 to ensure it continues to work.08:58 AM You are totally removing support for Zoho Creator in Zoho Flow?
This Week in Zoho News - CRM Zen Show Episode 112
Click here to listen to the podcast. Zoho News Customize your WorkDrive Layout Preferences You can now choose a theme (3 so far), customize your view and sorting options, and set a preferred default landing page. The Zoho People September Newsletter Is Out A nice round-up of all of the Zoho People News and Upcoming webinars New CRM Image API Codes Zoho CRM offers an option to upload images for a record. When a user uploads images, Zoho checks if the record meets the configuration criteria, and validates
Mailing list Services
Marketing Lists Direct, Inc. list takes pride in providing Business Lists, Direct Mail, Telemarketing Leads to Businesses and best Business Mailing List around world at over .Choose from our industry leading Marketing Lists Direct, Inc. and then begin creating your mailing list today. For a Marketing Lists Direct, Inc. list you want to make sure you are reaching key decision makers. Data HQ specialise in Marketing Lists Direct, Inc. across all industry sectors and by specific contact type. If you
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