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• GDPR - Continuación - Manejo de las solicitudes de los interesados cuyos datos se recopilan y descripción de más preferencias sobre el cumplimiento del GDPR en Zoho CRM

  ¡Hola! Esto es la continuación de nuestra publicación anterior. Ahora veremos algunas características más sobre GDPR en Zoho CRM. Manejo de la solicitudes de los interesados cuyos datos se recopilan Los interesados pueden ejercer sus derechos a través del portal o mediante correo electrónico y llamadas telefónicas. Ahora puede supervisar las solicitudes de los interesados cuyos datos se recopilan y gestionarlas de forma puntual desde dentro de Zoho CRM. Vaya a la pestaña Privacidad de datos en la

• Recent Topics

• Emails routed to hotmail.com going to junk mail

  In mail settings, there is a route setup to hotmail.com. The routing portion works as expected and the emails are received in my hotmail account. However, they are always sent directly to junk mail regardless of where they come from. If yahoo or gmail

• Ability to dynamically assign license upon user sign-in

  We have a query that requires clarification. The question is that we are trying to come up with a cost-effective solution to dynamically assign or revoke licenses of Zoho Applications upon user sign-in or sign out respectively. We want to implement this

• Dynamic Filtering Based on Field-to-Field Comparison in Zoho CRM

  Hi, I hope you're doing well. We would like to request a feature enhancement in Zoho CRM that allows filtering and mass updating records by dynamically comparing values between two fields within the same record, without needing to specify fixed values.

• Form and CRM Email Template url processing and/or prefill broke

  Hi All, I have an open ticket with Zoho support on this, but it's so urgent I hope I can get help here, too. Today something in the Form data collection url processing broke and there were zero changes made by yours truly that touched any part of the

• Unable to send mail through SMTP from WHMCS

  Hi I am unable to send emails from whmcs through SMTP. I have configure as per instructions on help page. Below details for your ref. Kindly assist ASAP.

• Finding text within a ticket: Expand All or Search this Ticket

  The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allows

• Inadequate Customer Support

  Hello & Greetings! I have been a pro Zoho user since the last 2 years and I would admit that the apps that are being offered are good, however the support we receive has a lot more to achieve. This being a design issue rather than a staff issue. Being

• Fetch user name from a module.

  I am trying to send a cliq message in cliq that should have the creator user's name, the modified user's name There is a Created by field (System) in a books custom module. My requirement is to show the created_by user name in the cliq message. Though

• First Assigned Time

  How to add "First Assigned Time" in report

• Option to automatically open the recipient list on ticket replies

  We definitely need some enhancements on the recipient functions of the tickets. The recipient lists can sometimes get very messy. If our agents also don't pay attention to the individual recipients when replying to such tickets then the conversation gets

• Custom Label are not honoured in one place

  FYI, i set "meeting"

• Bug: When translating a form, the format of description fields is getting destroyed

  We have a description field that shows an image and a header. The header is not formatted anymore after translation and the picture is gone.

• Zoho’s Utter Neglect of Simple Fixes – No Font Size 11 in Emails? Seriously?

  We have been using Zoho CRM, and while we appreciate many of its features, it is mind-blowing how they continue to ignore the most basic, industry-standard features that every other CRM has implemented years ago. Take this simple example: Zoho CRM does

• How Do I Create A Progress Bar

  Hello, I'm a new user to Zoho Sheets. So far, I'm liking the software. There is a specific task I have been trying to accomplish, and I can't figure out if it's possible or how I would tackle it. I want to create a progress bar that represents how much

• Displaying multi-line field values in ZML

  I'm sure this is obvious, but I can't find the solution... I have a Form which has a multi-line field called 'Description'. I can capture the field values using: // Get idea ideaDetails = Idea[IdeaID == input.ideaID.toLong()]; // Define fields ideaID

• Spotlight 19: Google Analytics for Backstage – Track microsite performance

  The first impression you make on your attendees, for the most part, depends on how interesting your event microsite is. So how do you design a microsite that leaves a lasting impression on people? You do it by studying how they're interacting with your

• How to create a multilingue zoho website

  Hi guys I'm not professional in these things, but I started to create my own website but meanwhile I thought "I want it in portuguese and english" How can I create it? For example, my first option is my native language in this case portuguese but I'd like to have some option to put my website in english. Is it possible? I can create pages in both language but Menu Bar don't change like in the attached picture. Hope receive help to solve this case. Regards, Victor Carvalho

• Using Zoho CRM API, how can I update a file_upload field to link to a WorkDrive folder?

  I have a deluge script that automatically creates a WorkDrive folder when a new record is added to a custom module. This is working fine. Inside this custom module, I have a field called 'Work Drive'. I want to update this field to link over to the newly

• Diagnostic-Code: 4.7.650

  Good Afternoon! Today i had this problem with all the emails that i sent... The original message was received at Thu, 23 Jan 2025 11:44:20 -0800 from vxxxxxxx@fxxxxxx.mx [vxxxxx@fxxxx.mx] ----- The following addresses had fatal errors ----- [sxxxxxxxxxxxxxxxxx@hxxxxxxx.com]

• Découvrons CRM for Everyone

  CRM for Everyone est une plateforme complète qui facilite la collaboration entre plusieurs équipes impliquées dans les processus liés à la clientèle. Conçue pour optimiser le travail des équipes de vente, elle permet une coordination efficace avec les

• Scanning Documents not working

  I just recently started using Zoho Notebook on an Android and tried scanning in documents for the first time today. It works fine with Evernote but is not working at all on Zoho Notebook. I go to capture, then document. I've tried it with and without

• Intended workflow for estimates, received POs, etc.

  In every sales organization I've been, the flow of information has followed the same path: RFQ received from customer Quote sent to customer PO received from customer Sales Order created internally (work begins) Invoice sent to customer Payment received

• Adding Notes with voice

  On iOS I can add items to my shopping list on Apple Notes using my voice. Is there a way to do something similar with Zoho Notebook, add items to a checklist card on Zoho Notebook using voice?

• Enhancing Data Accuracy: Bot Filtering & Apple Mail Privacy Protection Compliance

  Dear Marketers, The wait is over! We’re thrilled to share that the enhanced bot filtering feature is now live in Zoho Marketing Automation. Thank you for your patience as we refined this tool to deliver deeper insights into your campaign performance.

• Has Anyone Else Built a State Machine into a Function?

  I'm in the process of building a state machine for lead lifecycle management within Zoho CRM, and I'm curious if anyone else has tried integrating a state machine into their Deluge functions, especially considering Zoho’s 12-function cap. I’ve managed

• When will Zoho Trident come to Linux?

  It already is implemented for MacOS, which is *nix based operating system. When will it be ported to Linux?

• Introducing Zoho Campaigns' own gateway for SMS campaigns

  We are excited to announce the launch of our SMS Gateway to send SMS through Zoho Campaigns. We have also made a few other changes in our current SMS Campaign model to improve your over all user experience. These updates are planned with an aim to expand

• Zoho People / Sage integration

  Hello! I am looking into using People as we currently only use the basic features. Our HR Department have asked me a couple of questions and one of them is does people link with Sage? I *think* the answer to this is No, as can only see Quickbooks on the

• Get Custom Field API Name

  I am trying to make a custom function to connect a Zoho Survey score into a custom field we have in a task layout for the QA Score. I need to input the custom field API name on the script, but I don't know how to get it. I've tried using the following

• Cannot use a Zoho Form in CRM Email Template

  I've created a Zoho form that has integration with Zoho CRM and is linked to a custom module. I know the form works as I have tested it. When I try and insert this Zoho Form in a button on a CRM email template set up with the same custom module I get

• Create a task based a date field and a drop down to generate a next contact date.

  I hope I can explain this right. My ecommerce business has a lot of regular customers who all purchase at different order frequencies. I'd like to set up a workflow based on the last date a customer has placed an order and set a task to contact a customer,

• Account inaccessible

  Hi support team Please advise

• Enhancements to Widget SDK Methods

  Hello developers, We've introduced new SDK methods for widgets to help create more dynamic and customizable features. In this post, we'll provide you with details about the latest updates. We've added the following event APIs: On Page Load, which allows

• Email outgoing blocked

  My email is blocked. I haven't receive any messages and I don't know what happened.

• Domain verification is in progress... what to do next?

  dear zoho support I have requested a free Zoho email under my domain. Logging and accepting verification are done by me on the Godaddy notification message. But this screen is still not changing. What should I do next?

• Set ticket threshold for the agents for optimum ticket assignment

  Hello everyone, The round-robin assignment allows the admins to set a department-wide threshold. In addition to this, admins can now set thresholds for individual agents within a department. Note that the agent-level threshold is available upon request.

• Consolidate Mandatory Email Folders into Subfolder?

  I want to consolidate Drafts, Templates, Snoozed, Sent, Spam, and Outbox as individual subfolders under a Primary Folder called something like Admin in order to free up real-estate on the left hand bar -- it is taking up half my vertical screen and I

• Mass copy contents of one field to another

  We have a custom field in our layout with contents that we need to move to a new custom field replacing the current one. Is there a way to mass copy them so we don't have to do it manually for each individual task?

• MX Records Problem

  We have been using Zoho Mail for about 1 year. We changed our hosting company in the past weeks. We also transferred all MX, TXT-like records. It went smoothly for a while, but then we got an MX error. Although we reconfigured it again. It does not validate

• KPI comparer nombre affaires ouvert entre deux périodes

  Bonjour, Après beaucoup de réflexion, je n'arrive pas à trouver une solution à mon problème: j'aimerais pouvoir comparer le nombre d'affaires ouvertes (et aussi en fonction des étapes) entre plusieurs périodes. Par exemple, j'aimerais savoir combien j'ai

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