Zoho CRM Blueprint + Module Task = Deluge?
Hi Wanted to know if its posibble to integrate from blueprint and when the trigger its pushed i want to making task + popup on the excute time trigger wish to know if its possible and also if somebody write for me a deluge?
Workflows not trigger when created by a function..
I can't figure out how to get my workflows that are set to be triggered on record creation to trigger when record is created using a function. The function creates a record in a custom module when deal is set to won, it works just fine. The workflows
Zoho Projects have been broken since May 8 - No solution provided
I opened ticket #40539004 on May 8th. Since then no solution has been provided to me. I have constantly received messages saying "we fixed the issue" but it is not fixed. Further, I have done three screen shares and each time I show the same error to
How to trouble shoot program
The program no longer responds to request and picture icon no longer shows up.
This Week in Zoho News - CRM Zen Show Episode 118
Click here for the latest podcast and news. Zoho News New External ID Field Support In Zoho CRM When integrating a third-party application, developers may want to store the third-party reference IDs in Zoho CRM's records. To meet this need Zoho has introduced
Understanding Google Sheets for Zoho Flow
Hi In the next week I will need to design a flow and hoping someone in the community will help with inspiration. I've dabbled in Google Sheets before but was frequently getting an error that related to too many calls to google sheets, so I turned it off
Inline editing of Tasklines (instead of always have to open a seperate screen & close again)
Hello, As you know Inline editing of Tasks/Tasklines is very easy to use (and very time- & click-saving). Therefore i, and quite some users with me, do not understand why Inline editing of TaskLines & Tasks is still not possible in the Zoho Apps (not
Zoho One for Multiple Organization under a Parent Company
Hello Team, we would like to have the best solution for below-mentioned applications with custom development & integration HR - Complete Hire-to-retire solutions - Zoho People + Zoho Recruit Finance - Zoho Books for Accountings, Zoho Invoice for Invoice
Formstack Documents - Zoho CRM integration -- can you use relatedlist/subform data?
Hi, I would like to know if the Formstack Documents - Zoho CRM integration allows for the use of subform data (related list). I know that when I generate a Formstack Doucment via Zoho CRM deluge API call, I can fetch for exemple the data of all my contacts
Zoho Projects - few questions
Hello, I have few questions regarding Zoho Projects: 1. When I create a project. I have to create milestones and later on the task list. Only then I am able to create tasks. Is it possible to create tasks without task lists? So only milestones and tasks...
Trigger workflow/webhook from analytics to Zoho CRM?
Can Zoho analytics trigger a workflow or webhook to Zoho CRM? We have a sum column in one of our dashboard which we would like to use to trigger a field update in Zoho CRM. Thank you!
Triggers for CommandCenter
Hello, I am trying to figure out in CommandCenter whether, when you add multiple triggers, if ALL triggers need to be met or if ANY criteria need to be met. Ideally you would specify but I am beginning to think that ALL is the default and only option.
How to score a lead in Zoho CRM when a form is field in Zoho Forms
Hello, I have created some forms on Zoho Forms that are related to contents you can download on our website. Depending of the forms, I would like to be able to score a lead in Zoho CRM. For example, if a lead fills the form A, I add 10 points. If he fills the form B, I add 20 points. Zoho Form is synchronized with Zoho CRM. I don't see this option in Zoho Forms. In Zoho CRM, If I want to create a scoring rule, I am not able to choose specific forms. The rule would apply to any forms which is not
Portal across Zoho One apps
Will Zoho consider a customer portal that works across all Zoho apps? I know Zoho CRM, Zoho Creator, Zoho Books, etc each have their own customer portal feature. Our company uses all three of these apps to manage our customers data. To provide our customers
This Week in Zoho News - CRM Zen Show Episode 117
Click here for the latest podcast and news. Zoho News Zoho People Introduces "Office Readiness" This introduces three forms, to help assess if your worksites are ready to function and accommodate employees and visitors: Work Premises Work from Office
Update Call_Status not work anymore since yesterday for overdue calls
Hello, I have a function in deluge who cancel a call if the Call_STATUS is scheduled it works if the Call_STATUS is Overdue it don't work the function : callId = call.get("id").toLong(); callmp = Map(); callmp.put("Call_Duration","00:01");
All bank accounts in "Pay Through" list of Banks
Now, when we add an Expense that the currency is set to CAD, in the "Paid Through" dropdown, we only see Bank Accounts that have CAD set as their currency. (so, let's say I also have US bank accounts. They won't appear in the list, because the Expense's
Send invite only to added attendee(s)
When I add someone to an existing meeting, I can send it to everyone or send+me. This means that everyone who has already accepted receives another invite. When I have an existing event, and I invite someone new, the invite should only go to the person
CRM products and Inventory /books products
Hi, The bridge that is created to access Zoho books from CRM works well. Would be great to have the products master same between both the products. Currently we have to create them separately. Functionalities like cost/price list etc are all same , but still they are 2 different modules of products in 2 apps. This make it a good feature to make Zone more powerful
Warning! Unverified sender.
I am using zoho mail to send and receive email with my owner domain. In gmail look good but zoho issue Can i fix it? and my header
Best practice integrating a contact us form to CRM?
So, I have a simple Contact Us Zoho form on my website that I'm integrating with Zoho CRM. Integration seems to be simple for initial fields going to the Lead module (name, email,etc). It get's complicated for the form's Subject and Message, which are
Mask values in options in Zoho Forms to improve integration with Zoho CRM
The idea is simple and part of it is already implemented. Basically, it would be great to be able to assign an alphanumeric value to questions with choices in Zoho Forms and have that value exported to the CRM or for reports, instead of the choice visually
Are you freaking kidding me Zoho?
My Zoho One trial ends tomorrow - I went to purchase and ... Are you freaking kidding me Zoho???? I'm a one person corporation. You're going to send stormtroopers to my home to riffle through my drawers, tax filings and books (both Zoho hosted and my home) to be sure I'm not hiding illegal employees somewhere????? This is a software license - you're overstepping any reasonable conduct by miles here. Certification of Use and AuditUpon request, you agree to certify in writing that you have obtained
Date / Time Time Between
I am attempting to figure out how to perform a subtract operation on some date times and get the difference in minutes in decimal format. Any help would greatly be appreciated.
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
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
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