Client Portal - Can Customer add a Credit Card to a Subscription?
Is it possible for customers to add a credit card to one of their subscriptions from the client portal? It seems that if there is already a card, they can edit details, but there is no obvious way to associate a new card with a subscription. Any help on how to do this would be greatly appreciated!
This Week in Zoho News - CRM Zen Show Episode 103
Click here to listen to the podcast. Zoho News Zoho Notebook Updates Notebook and Microsoft Teams Integration Microsoft AppSource Link Notebook Web Clipper Revamp A new user interface Tag Support Reminders Multiple screen capture modes Bigin Updates Some small enhancements to Bigin And it seems that Zoho CRM / Bigin Integration will be here by August. I have no idea what that will even look like. But we shall see soon enough. Zoho Creator’s New Cloud Functions To quote Zoho these are: “They are
Ability to have permissions on integration to others besides portal owner.
One of the things that small businesses need is the ability to allow other users to access certain portions of the Zoho administration without needing to be the portal owner. One of these is the integration with Projects and slack. I think it would be a good idea to allow the portal users to define who has access to integrations with other software. This will allow the portal user (who is usually the owner of the company) to give the permission to another person who might have the time to work on
Google Ads Conversions using different Stage name
Hi, Is it possible to rename the Stage Name from "Closed Won" to something else and still retain the Google Ads conversion push functionality? The help page (https://help.zoho.com/portal/en/kb/crm/integrations/google/google-ads/articles/push-data-to-google-ads#How_it_Works) states is pushes the value to Ads when "When the potential is won and closed, the potential stage is set to “Closed Won.”" but I would like to rename "Closed Won" to "Booked". Alex
How do I use Deluge to add a Contact Role to an Opportunity (Deal)?
We have a related company that we want to take contacts from and add them directly to our deal as contact roles. For example, we have a deal with the field Operator (which is a Account/Company) that links to the operator on the deal. When we add that operator to the deal, I'd like to have a deluge script that creates a Contact Role directly on the deal that for a specific person from that operator with the role "Operator". This way we can do reporting easily that shows the company of the operator
API to pull contact's photos from CRM
Hey there, We keep a list of contacts in the CRM and we would like to show those contacts as a list of profile on our website. We are planning to use the REST API to pull the data of those records from the CRM and display it on the website. However, according to the documentation of the Zoho CRM REST API, I see no option to pull the photos that we have uploaded for the contacts. Is there anyway or any workaround to do that? We would like to also display the photos that we have on the contacts. Thank
Why is there no task management and collaboration for clients?
Currently there is no task management or collaboration options within zoho or the zoho one package. This is quite poor at this stage. The purpose of zoho is to bring all apps in house instead of using many different software options. There should be a software option to share task lists and progress/milestones with clients and they can check these off as they complete them. This should be a private login. Projects is pointless as it requires a subscription for a user and when you have 100s of clients
automations within our Zoho One package
Hello I wonder if you could help. Im looking at setting up automations within our Zoho One package but I am confused which one to use as our automation would be cross the different options for example:- If someone is tagged as something in Zoho CRM then to be sent the campaign automation in Zoho Campaigns – if they are untagged then that automation stops. We would also need to flag to the CRM owner if a recipient of an email in Zoho Campaigns responds to something in the email i.e. clicks a link
Update Field process in Marketing Hub
When using Marketing Hub, I'd like to update a field in ZOHO CRM. After updating the field, I'd like to trigger a ZOHO CRM workflow process. Is there any documentation on how to do this with Marketing Hub?
Backordering Items
We have integrated our website with Zoho Inventory. So basically stock and SKU information is flowing from Zoho Inventory to Zoho Commerce. So all items that does is not in stock in my warehouse shows as 'Out of Stock' on my website. However, I want to accept orders for SKUs that is currently not in my warehouse and backorder items from my suppliers once we get the inventory. Is this possible? In case I adjusted the stock position manually, will this affect my accounting on Zoho Inventory?
Emails from different users not showing up in Zoho CRM
Hi I use zoho CRM and zoho mail. I have multiple different users on my zoho mail and CRM and I would like if anyone emailed a client in zoho mail that it automatically gets added to the CRM but I cant seem to get it syncing properly. Kind Regards Ryan
Create a simple .txt or .csv file in Zoho Creator
Hello, We are developing an app and we need to create a simple "txt" or csv file depending on the user´s input (getting the input via creator report or form). The files are very simple and have the following appearence: 1"Unit_type" "Action" 20 0 "Card_number"-"Customer_Name" 1 1 (The bold letters correspond to the variables we fetch from a Creator form or report) We tried the tofile() deluge function but it doesn´t work in creator. We also tried the merge&store function for Zoho
Acceder a cuenta superadmin se desintalo la app oneauth
QUiero entrar a mi cuenta oneauth que desinstale del telefono al ingresar usuario y contraseña envia al telefono pero no estoy logueado y el codigo de seguridad no lo tengo gracias quiero recuperar el acceso del suerusurio
Want to send custom message to people registering on Backstage
We want to send custom email message to people registering on Backstage for a specific ticket type. How can I do that, either natively in Backstage or using Zoho Flow? Thanks, -Naveen
Zoho App Won't Open from Taskbar
Hi, The Zoho windows app was working great. It would open when I started my computer. But it no longer opens at all. When I try to manually open it from the icon, it goes straight to the taskbar. If I hover over it, it will show a small preview. But i cannot open it to a full screen. Restarting the computer and deleting the app and downloading it again did not work. Please help! Thanks
Integration zoho forms with CRM - Problem Workflow rules
HI, I have some forms integrated with Zoho CRM. These forms create new registers, but also are relationed with zoho records, so I have integrated both NEW REGISTER and RELATED LIST. New register is integrated with Deals module. Related List is integrated with Contacts Module that is related with Deals. When I have a new record, I got two records in the CRM, one from the New register and another one from Related List. I need related list being activated because I want the records to be linked to the
'Actions_Performed' module?
Hello, This is going to be a similar question to the one I had about Activities the other week. When sending a request to the `/settings/modules` endpoint, I find a module called 'Actions_Performed', and that is apparently both viewable and API supported. But if I try to retrieve a list of records from the Actions_Performed module using the API, I get an OAUTH_SCOPE_MISMATCH error, despite the fact that I have the ZohoCRM.modules.all scope enabled. Does anybody know how this module is supposed to
Cannot add record to multi-select lookup
Hi, I have creates multi-select lookup "References_Account" in contacts record linked to accounts. I an trying to add multi-select lookup to a record. The flow executes successfully but field is not updated. I tried below function code as well, didn't worked. void updateLookup(int accountid, int contactId) { mp = Map(); mp.put("References_Account",accountid); updateResp = zoho.crm.updateRecord("Contacts",contactId,mp); }
API Error
Hello! i've created two sections under the module of "Leads", they are "Billing Address" and "Service Details". We are trying to connect to a website through API, however the sections and the fields of the sections are not appearing when we want to connect. Please assist
ZOHO Campaign Sync is Not Working
Hi there, I need to sync contacts from only one rep. So, I chose to set Contact Owner is a criteria. There is no drop down menu matching the names of the reps, so I typed in the name, it did not work. I then chose Contact Owner Contains and added First Name of the rep. Did not work. How can I add Contacts from only 1 rep? Thank you!
Integrating Tasks of Desk with Tasks of Projects
Hi, We have been using Zoho projects for Projects. Each customer are considered as a Project. Recently we have started using Zoho desk. The problem is whenever we assign a task to our engineer from desk, we need to fill the same on Zoho Projects as our Project Management team and our Engineers work hours can be only managed on Zoho Projects. Please let us know if any workaround can be suggested.
form & sheet integration
Good day I have created several zoho forms which I then integrate with zoho sheets. Yesterday, I created a new form and attempted to integrate with zoho sheet but I am now being asked to choose a folder in zoho workdrive to place the new sheet. I never had this happen before. I have attached two screenshots: 1. Correct integration- this is how I have been doing it for years 2. Wrong integration- how it now shows up when I attempt an integration #1 Allows me to use the zoho sheet app to check the
Showing calendar available - when it is not available
Zoho Booking is letting folks book time in the calendar when the calendar is not available. Thanks, -Naveen
When are you addressing the invoices to have a running or overdue balance.
This is annoying to my customers and with the statements not being able to make payments as an invoice its almost pointless to have a statement history without being able to make payments via the statement. This is too much dialog with my recurring clients and I have lost clients with this issue because of this.
Sales Duration always 0
Hi all, I have noticed that the sales duration never changes and is always 0, even after closing the deal. My pipeline starts with Needs Analysis and ends with the Closed options. I should mention that most deals are created in the deals module and not via a lead conversion. Harry
Update field in contacts from accounts
Hello, I have a field in accounts module called "DESCUENTO_TARIFA". I have to create a function that is activated via workflow rule, and that updates the field called DESCUENTO in accounts module with the same value as "DESCUENTO_TARIFA". Contact is mapped to the account as main contact. Thank you
Integration with Textnow
Do you plans to integrate Textnow into the Telephony apps for Zoho One?
Mobile and Laptop repair management
Hi, We are looking for a tool which can manage our entire process includes crm-Jobcard-technician update,pickup updat,on-site technician update,inventory and Accounts etc.
What is the best way to create reports on registration in Zoho Backstage?
What is the best way to bring data from Zoho Backstage automatically and then have updated reports/dashboards? Thanks, -Naveen
Integrate ZOHO Desk searchbar and add ticket in 3rd party application
We want to integrate a helpcenter search bar and the possibility to directly add tickets to our cloud software. We want to add a 'support bar' in our software where people have the search field to search for known articles. When entering certain tags the right document should become available directly. Just like the search requests in the ZOHO Desk environment direcly. Can you point us to the right API information? We also want to be able to directly add a support ticket from our application.
Story Template into Sprints
I need to have a default Story to be applied to all Sprints I would have in my Projects.
Importing contacts to a new list on Campaigns, that may have already unsubscribed from a previous list
I have just imported some client contacts onto a new list on Zoho Campaigns. As we are a large company and follow stringent GDPR regulations, my concern is that the newly added contacts may have already unsubscribed from a previous list in Zoho Campaigns, therefore will not want to receive any communications. Can you confirm if contacts have already unsubscribed from a campaign list, they will automatically be removed or will not be imported on to other lists? Has anyone else had this issue?
how to use zoho one in iframes in dotnetnuke dnn, with out have to login again.
we have an dotnetnuke site, and we use zoho one, when trying to add to iframe, it shows that one.zoho.com is blocked how can we add to the iframe in dnn
Can send but cannot receive emails
Since May - not able to receive any emails - emails not going out either until today.
autoresponders
we sell car stereos, we buy back the original one from customers. looking for a way to create a process where they fill out a request to sell on our site, i get the request and can have an autoresponse sent based on the selection. anyone know how to do this? i found how to use forms for internal processes but this is for outside of company not internal. thx!
Zoho CRM Calendar: Duplicate events in crm after connecting to google calendar
Why do I get 2 sometimes 3 duplicate events in my Zoho CRM every time? I use Zoho Bookings and Gsuite sync
email is gone
I created folders in the email I moved emails to that folder and disappeared
Migrating Zoho Domains
Hi all, im thinking of migrating from zoho au domain to .com, primarility because there are more third party integrations, and for access to zoho connect. my question is, has anyone done this, and are there any negatives to be aware of? also, can i get my .au data transfered to my .com account? thanks!
Moving from Office365 to Zoho Mail
I have few mailboxes on Office365. One of the mailbox is coming up for renewal. How can I move this mailbox to Zoho Mail and continue to have other mail boxes continue to use Office365 mail? Thanks, -Naveen
preventing third person editing
once the application has been created, how can i prevent third person from editing my application when it is send out.
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