Recent Topics
Zohocliq status change automatic
Greetings Zoho, So, i've sync my G-mail calender with zohomail, now every event i get from gmail goes thru zohocliq (WHICH is what i wanted) but the thing is that when the event is there let's say from 11:30 til 12:30PM my current status doesn't change.
Workflow rule to assign new case owner sends email to customer from Original owner issue
I have a workflow rule to assign a manually created case from a sales rep. to a customer service repr to handle. I also have a workflow rule to send an introduction email from the case owner to the customer. The Problem: The email is going out on behalf
Zoho Forms - Shared Forms
I chose SHARED FORMS and noticed "Enter atleast" needs a space to be correct.
Zoho Marketing/SEO Tools
Longtime Zoho user here and just curious about other users thoughts. We use Zoho apps to run basically our entire business. The only software tools we use outside of Zoho are SEO tools, such as Ahrefs or Ubersuggest. Has anyone else ever wished Zoho offered
Is there a way to automatically move a task from a different tasklist to another tasklist when certain criterias are met?
Hi there, Im new to zoho projects and i was wondering if there was a way to automatically move a task from a tasklist to another tasklist based on criteria such as when the task status is updated to completed and have it move to the tasklist that is named
Case and Left Join Problem
I am attempting to find the cost per lead, however they are on different tables. I am using the Case and Left Join Functions to do so. The following Queries are working correctly. These are below: SELECT "Campaign", COUNT("Id") AS 'total_leads' FROM "Deals"
Why can't I see the delivered Zoho Campaign automation email on Zoho CRM lead record?
I recently did update the field mapping on our Leads sync services between Zoho CRM and Zoho Campaigns. The end goal is to create tailored email drip campaigns with the use of segments and automation. I understand you can build cadences, email templates,
Rollup summary for custom module
Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature
Filling responses from one form into another
My riding club uses Zoho forms for collecting annual memberships as well as for event entries, we need to collect a lot of repeat information (address, phone number, 4 different membership numbers, ect) or have a volunteer cross reference that info for
Use of Multi Lookup fields
Hi, I wondered if anyone could help. I am trying to develop an automation that would send an email to a list of preferred suppliers associated to an account when a booking is created. I assumed this would be done using the multi lookup field, but I can't
How to trigger a specific workflow from Deluge?
Hi all How do I target a specific workflow in my code: updatedeal = zoho.crm.updateRecord("Deals",deal.get("id"),dealmap,{"trigger":{"workflow"}}); I dont want to trigger every workflow assigned to a Deal when its modified. I just want to trigger a specific
Nobody answers on my request
I sent my request last week on Friday (31 Jan 2025 12:56 PM) to Zoho Forms support (support@eu.zohoforms.com), but nobody answered me and today (4 February 2025) it was closed wityhout answer. I sent copy of my message on upgrade@zohocorp.com, sales@eu.zohocorp.com,
ZOHO Sales IQ Chat widget homepage visibility
Good day, I would like to find out if anyone can assist. I have the ZOHO Sales IQ widget set up on my ZOHO Commerce website. I cannot get the widgets hompepage to display on my Commerce Website, when you go onto my website and click on the widget icon,
Let's Talk Recruit: Everything you need to know about emails
Welcome to Let’s Talk Recruit—a series where we break down Zoho Recruit’s best features, share pro tips, and help you get the most out of your hiring process. Whether you’re a seasoned recruiter or just getting started, these posts will guide you through
LinkedIn Followers not correct
It looks like Zoho Analytics only counts followers from the day it was connected to our LinkedIn-page. The Total Followers Count in Analytics only displays 549 followers, while in reality we have 1,036 followers. The information is correct in Zoho Social,
Help with cookie code, utm variables are overwritten on every page load with new variables
Hi all, My goal is to track the very first web page that a user visits, and store those utm values throughout all of the future visits until a lead form is submitted. That way, if a person is retargeted, I can still attribute the very first visit as the
Gravity Forms plugin not passing some fields
I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problem
Introducing 'Queries' In Zoho CRM
Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.
Invoice attachment download problem.
Hello, I am using following zoho books documentation to get an invoice attachment using API. https://www.zoho.com/books/api/v3/invoices/#get-an-invoice-attachment Using above documentation method only latest attachment of invoice getting downloaded. There
Auto Copying an field from auto generated field in zoho crm
I have products module in zoho crm, in which i have Part Number which is auto generated whenever the new product is created, i have made another field by name "SKU Number" i want that value of "Part number" should be auto copied to "SKU Number" whenever
Calling a function within another function
Hello there, I have just found out that you can simply call up functions in other functions, regardless of the department. You can't create functions with the same name twice, even though you are in a different department. If you try it, you don't get
Related Record Bug
Hi, Report a bug. Related record amount currency will display default currency (AUD) not the actual one (CNY). While if we click into the record and back, the currency will change to CNY (Correct). Then If we refresh browser, currency still show AUD
Introducing Social Toolkit
Hi everyone, We're thrilled to launch Social Toolkit, a one-stop dashboard to help take your social media presence to new levels by letting you create aesthetic profiles and share content that your audience will actually enjoy engaging with. Social Toolkit
Show Zoho Cliq Reminders in Zoho Calendar
Hi Zoho Team, I hope you're doing well. We appreciate the existing integration between Zoho Cliq and Zoho Calendar, which allows meetings scheduled via Cliq to be displayed in the calendar. However, we’ve noticed that reminders set in Zoho Cliq do not
【Zoho CRM】アクセシビリティ向上機能リリースのお知らせ
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からアクセシビリティ向上機能をリリースしましたのでご紹介します。 アクセシビリティ向上機能とは? すべての人が快適に利用できるように、フォントサイズの調整、色覚サポート、キーボード操作の最適化など、18のアクセシビリティコントロールを提供し、ユーザーのニーズに応じたカスタマイズを可能にします。 概要動画はこちら(英語) 以下にて、本機能の一部を紹介します。 アクセシビリティ向上機能の設定方法
I want to change the threshold for data quality.
The following error occurs in Zoho Data Prep. > The export was interrupted because the quality of the data set (88.147) is below the minimum quality (100) set. I want to change the data quality threshold, but where can I do this? Translated with DeepL.
Edit ticket number format or append to ticket subject?
Is there a way to edit the subject in emails sent out from Zoho Desk? At the moment I get: [##123##] Ticket title But this is basically impossible to filter on in Gmail, as [ and # are classified as special characters, so can't be used in a filter. Ideally
Agent view history on tickets
We are converting to Zoho Desk and am curious if there is a feature that we have in our existing ticketing platform. In our current system, we are able to see which agents have viewed a ticket. It includes their first read and last read of the ticket.
Setting priority on tickets created from email channel
Is there a way to automatically assign a priority to email tickets? We'd like to set them all to standard when they initially come in.
חסרה אופציה בביטול עסקה
לא מופיע אופציה לכתוב מס הזמנה שעושים ביטול מאתר
Automation #9 - Convert Zoho Desk Tickets to New Deals in Zoho CRM
This is a monthly series designed to help you get the best out of Desk. We take our cue from what's being discussed or asked about the most in our community. Then we find the right use cases that specifically highlight solutions, ideas and tips on optimizing
Ticket Assignment tool
I have built an tool which help to assign the emails to the specific department but I want to use it with zoho desk or if its possible then you can help me with it to use it on your wide scale
Restructured the Company Information page into distinct sections
Hello everyone, We’ve made significant updates to the Company Information page to enhance usability and streamline your experience. These changes are part of our ongoing efforts to restructure the feature pages across the product. What has changed? Previously,
How can I add a calendar invite to my campaign emails?
I use Zoho Campaigns to attract prospects to a series of webinars that we run. I have a general pool of contacts that I campaign to, and I have them join a new list for the specific webinar they wish to join. What I would like to do next is send an email to those that want to join a webinar, with a calendar invite that they can accept to add to their Outlook calendars (containing the URL and details of the webinar). How can I do this?
Exit Sub
Hi Everyone, I have some script that evaluates multiple conditions, using some nested if statements. If any of the conditions evaluates to true, there is no reason to continue the running through the other conditions. Is there an Exit Sub command in Deluge? Thanks, Leo
Case assignment rules cannot be triggered when records are created manually???
I am new to Zoho, (Coming out of Salesforce) and I am shocked that Case assignment rules do not work for manually created cases. I think this is a basic need for a CRM and should be a functionality for Zohos native cases module. In Salesforce the Case
Annotate PDFs is Shown as New, but Where is it?
In September 2017, "Annotate your PDF files" is shown under "Enhancements and bug Fixes". But no link. Where can I learn how to use the feature? https://www.zoho.com/notebook/whats-new.html
Open tracking Feature Request
I would like to be notified + a have visible mark when the email has been opened by the recipient. Time stamp each time the recipient opens the email.
New Module in Portals wont Edit
I created a new modular in the CRM and put a sub-form in it for costing projects. It opens in Portals, and Portals has the Edit option turned on, but it won't let me edit the module in Portals after saving. Anyone know why this would be happening?
Noteboards on Mobile (Android)
Are there plans to add the ability to see Noteboards on the mobile app? I am on Android. Thank you
Next Page