User Accounts Aren't Joined Up!?
Hi guys, I love everything about the Zoho apps. I think CRM and Desk are particularly brilliant but there appears to be an obvious issue, which I really hope can be resolved. Whilst records from the CRM are technically linked to the Desk, user accounts
Zoho Campaigns campaign aggregate yearly report is buggy
Hi Zoho Community, Does anyone else feel that the Zoho Campaigns campaign aggregate yearly report setting can be a bit improved? Doing end of the year marketing recap and it was hard to get a count for how many campaigns we sent in each month without
Books Deluge Script
Trying to use the get function to pull data from a record in books. Issue I'm having is that it wont seem to work. I'm sure this is a really dumb mistake. Can someone please help. For example the "name" api field is just empty! But the details are returning
Sending email to some hundrets contacts in list view
Hello, I have defined different contact list views. The lists have several 100 contacts, so I want to email them all. Whats the best way to do this? When I choose "Select All records in this view", there is no "Send email" button. If I select 265 pages
ChargeBee Integration
Hello Finance Team, I feel that it would be a good feature for ChargeBee to integrate with Zoho Finance Products. This way users that currently use ChargeBee can track their payments within Books or Invoice (Subscriptions too) and also allow ChargeBee to take customer payments. I would love to see this in the near future and I am sure other users would as well
Zoho one and secondary email for employee
Hi We are moving to Zoho one and currently have 3 employees. I want to set up an email address that is for support. I want a specific employee to receive mail from this address as well as their own email from Zoho one license. I don't want to purchase
Can I purchase a separate license for Zoho People to track volunteer?
I have Zoho one and using the plan that requieres me to have a subscription per employee. When using Zoho People I would like to add a volunteer to manage them in Zoho People, they are not our employee. Is there a way to purchase just 1 license for
Advantage of PhoneBridge vs stand alone dialers
I'm tryin to understand the advantage of setting calling features inside of Zoho One. Seems that there's a feature called Phone Bridge and some VoiP services integrate with it. Then there's stand alone VoiP services that don't integrate with Phone Bridge
My Zoho apps not loading in Browser.
Hello I have massive problems with Zoho since 7 days right now. Zoho projects / One / Mail / People are not loading in the browser. I tried Chrome / Firefox / Vivaldi / Opera but have the same problem everywhere. Differents PCs and different networks
ZOHO One - not so integrated, just starting to setup...
Hey Guys We are just starting with ZOHO one and to be honest, there's 40 great apps but that's precisely the problem.. it's not one connected suite. Even simple things like have a master set of settings/logos/organisational profile seems lacking. I'm interested to hear how people use ZOHO and integrate the apps and data. In my mind it goes... CRM as the master app which links to... Books for finance mgmt + expenses (because the phone app is awesome) Projects to manage projects Connect as our intranet
canonicle issue
Please resolve my canonicals issue, Site is not opening with http://goodiegrocer.com/ this link. It should redirect http://goodiegrocer.com/ this link to https://goodiegrocer.com/ automatically. or also open with http://goodiegrocer.com/ this link. Please
How do you push leads that were added to Marketing Hub to ZCRM?
Hello, Seems like a silly/simply questions but the sync seems to be specifically for importing leads from the CRM into Marketing Hub. If I add or collect leads directly on marketing hub, how do you send/sync these leads over to CRM without having to use
ZOH CRM - Pick list field to load specific choices based on choice of another Pick list
Hello: Is there anyway to have a pick list field load specific values based on the choice of another field? For example, a pick list Field: Toy Products Electronics If the the user chooses Toy products The below pick list field will show only a set of
This Week in Zoho News - CRM Zen Show Episode 125
Click here to listen to the podcast. Zoho News 5 Updates Released for Zoho Analytics This update includes: Filter Enhancements, Pagination in URL/Feeds Import, Easy Zapier Integration, and more. Zoho Show For Android Update Adds Download Repository Zoho
Search Records API with criteria where the value is null
Hi, I am trying to get the list records where a custom field is 'null' but i do not success. Is it possible ? If 'yes' how please ? Otherwise, i will need soon to records ralated to Date. On this part, the documentation mentioned : "To search for Date,
Why Can I Not use Zoho Inventory as a Master Database for Shopify?
I am considering moving to Shopify for eCommerce. Unfortunately, product information stored in Zoho Inventory cannot be sent to Shopify. Are Zoho planning to allow product data stored in Inventory to be sent to Shopify? I so, when? This strange limitation
This Week in Zoho News - CRM Zen Show Episode 124
Click here to listen to the podcast. Zoho News Zoho Cliq - October & November 2020 Update Roundup We have covered most of these, but in case you missed some, here is a list of all the major updates to Cliq over the last two months. Zia Recommendation
Desk view in CRM, notifications?
Hi, Hopefully title gives it away - we have started viewing and using Desk within CRM, and I'm wondering if there is a way of being notified of new Desk updates within CRM? (not the Cliq Desk bot) Or an idea, add something to the bottom right notification
Authtoken staying within Zoho One
Hi, I'm beginning to learn Deluge. I'm a former programmer. For now, I'm working only within and between Zoho applications such as Books and CRM. What do I need to do in a function to "authorize" it? Here's my code: response = zoho.books.getOrganizations();
Group Email for Customers
Hello, It would be great if we were able to create email groups (for customers) to send emails to multiple contacts. For example, each account would have an email group for all contacts associated with that account. That way when their renewal is due
Date filter on total sales
Hi, Could anyone advice how to filter out the particular period customer sales invoice. For example if i would need to check the sales for the month of November 2020 or for particular days. Regards Munish
Getting an Error when trying to go to Zoho Campaigns
When trying to go to Regular campaigns I am getting the following Error: An internal error occurred while adding your email address. In looking through some forums we did find the following: https://help.zoho.com/portal/en/community/topic/error-an-internal-error-occurred-while-adding-your-email-address
Cliq: Apple App, select speaker option
How to select audio output from Cliq Apple App to BLE rather than speaker so that it linked to Resound Hearng aid.
I Need An Explanation of Zoho
When you google Zoho you get all kinds of results, CRM, One, Projects, etc. I get that it's meant to be tailored to your business needs, but if I don't know where to start I don't know how to define anything. Is the pricing plan on Zoho One the same as CRM? Is the flexible pricing plan something for all apps or just one? Honestly I think Zoho needs to utilize one core site that explains this because I think I have information for what I need, then come across something different that makes me question
The First Annual Zenmy Awards! Vote Now!!
The First Annual Zenmy Awards! Recognizing the excellence among the different Zoho Products throughout the year. We let you the users decide who wins! Click Here to Cast Your Vote All votes will be recognized up until 12/21/2020 at 10 am PST. The
Conditional - Picklist
Hi, We have custom lead statuses in our Zoho CRM Raw Enriched Assigned Working Unqualified Qualified Nurture For the "7. Nurture" status we have five different sub statuses to categories the type of nurturing required for the corresponding lead Now, we
Ability to clear the search criteria on a page
I have a Zoho Creator 'page' with a search box, which sends the search term to a 'report' on the same page. This works nicely, except there is no way to clear the search criteria....the only option a user has is to enter another search term (which is
This Week in Zoho News - CRM Zen Show Episode 123
Click here to listen to the podcast. Zoho News The Zoho Marketplace November Roundup November saw 23 new or updated extensions in the marketplace. Zobot Chat Handling Update If a Zobot forwards a chat to an operator and it goes unanswered, it will now
Customize Calendar Invite Title
Is there a way to put the customers name in the title of the calendar invite or does it have to just be the Consultation Name. With calendly we can add the customer name.
How to Build a Careers Page with Zoho Recruit: 3 Things to Know Before You Start
We asked our developer to provide some insight on building a career page with Zoho Recruit. Here are a few tips he thought would be helpful prior to setting up. 1. Decide where you want to host your career site. Zoho Recruit can be setup to run entirely
Vendors Bulk Payments Not Working properly
Hi, I have been using Books for quite a some time now, I followed the "bulk Payment" procedure explained here, but the option won´t be available from the drop down menu while having selected various bills. Regards
HTML snippet: Form opened in edit view using reclinkID
Hi, I want my html snippet to be a form opened with a specific record ID. On load of the form, record ID would be fetched using Contact [ users = zoho.loginuser]. The contacts form's users field is unique so there would only be one record fetched. The record represent the users' personnal informations record. I want to use : "#Form:Contact?recLinkID=(record ID)&viewLinkName=All_contacts" 1- Can I fetch a record ID in a html snippet? 2- How would I user my url? As div, or as iframe? What would the
Campaigns does not correctly track "opens"
We've done some internal testing and found out that only campaign emails where people click on a link are correctly tracked as "open". I can see the tracking pixel in the source of the received email at the very bottom. The email client we have used is
Contacts + Zapier integration to CRM
I’m need to sync my Contacts( + ) Plus account - I’m using a zap to push into CRM leads but there seems to be a sticking point with phone numbers. I have tried it all and would love to see if anybody has had success. I had this running successfully pushing
Auto-fill a text field to a quote on Zoho CRM?
Hi, How can I Auto-fill a text field to a quote on Zoho CRM? For example, the field 'Terms and Conditions', I wouldn't want the users to have to fill it out every time, we have a standard text for that field. How can I do that?
Unable to locate inventory reports in report section
I'm unable to locate the inventory report in report section can anyone help. Even search option is unable to help me out.
Zoho Connect - Zoho One - what's included
Hi, What is the licence type of zoho connect that is included in zoho one? How many extrnal guests can one invite etc?
Need to be Able to Force Password Entry when Domains Don't Match
It's common for a login domain not to match the domain that was associated with the login when it was saved. We also have passwords that works across multiple domains, for instance when you are jumping between a website and their payment gateway. When
Domain authentification: Do it once for all apps?
Hi, I need to authenticate my domain in Zoho CRM (screenshot 445) to improve email deliverability, and also in Zoho Creator (screenshot 446) for the same reason. Can I authenricate them globally through Zoho One?
seo title , description , key word is not displaying for the given link, please check
https://www.goodiegrocer.com/products/24-mantra-organic-whole-wheat-chakki-atta-premium/1869670000001848282
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