Recent Topics
Update quote information without having to edit or force an edit function
Hopefully I can explain this correctly!! Our quotes are created in a 3rd party system and then integrated into Zoho CRM Quotes module via the API. In Zoho quote I have some formula fields such as discount % and some aggregate fields for sub total and
Introducing Screen Share with Audio
Share your entire screen or just the chrome tab with audio for more engaging presentations. Your audience will hear sound just like you do, whether it's a video, demo or any other content. This is ideal for training sessions, team meetings, and client
Blueprint automatic transition based on a field in the module
I've made a Blueprint for sales orders. At some point, we have to ask a subcontractor to contact the customer to agree on an inspection date. If the desired delivery date is less than 21 days from today (Urgent), we want to sent the subcontractor an automatic
Zoho People in Nederland?
Goedemiddag allen, Zijn er bedrijven in Nederland die naar tevredenheid gebruik maken van Zoho People? Wij zitten in de transitie naar Zoho One en vanuit de 'beste of suite' gedachte zou Zoho People dan ook een mogelijkheid zijn voor de HR administratie.
Access extensions while performing task blueprint transition - Zoho Projects iOS app update
Hello, everyone! In the recent iOS version of the Zoho Projects app update, we have brought in support to access the extensions while performing the blueprint transition on the tasks. Please update the app directly from the App Store or using the link
2nd and 3rd Email in Workflow fails to send
I'm having trouble sending a 2nd and 3rd email in a Workflow. Here's a screenshot of the workflow. Again...like the last topic I posted...it's VERY SIMPLE and it still will not work. This is incredibly frustrating.
How to Perform Global Search
Hi everyone, I am working on an integration project using the Zoho CRM JavaScript SDK. I’ve implemented functionality to create and open entity records, but I am stuck on a specific requirement: I need to implement a global search feature where given
Subscription warning makes no sense -- no response from support so far...
I have a warning message on my Mail that reads: "Your Zoho Mail Subscription has expired and your account will be suspended on Nov 23, 2024. Renew immediately to continue services." I can see the invoice was paid on Nov 23rd and I'm confused as to why
Zoho Mail
My domain and email hosting is Ionos, I'd like to switch to ZOHO, I purchased 1 user to do the test, I don't know how to set up. I have the following issue: 1. I tried to only transfer 1 mail account to test, once I set up as the suggestion, all other
Option to start the whatsapp conversation with a lead or deal from within crm
Currently in zoho crm there is no option to start a conversation with a lead. However we can send templates to contacts or leads in Zoho CRM through approved templates using workflows. But Users are not permitted to initiate conversations with leads or
Error while setting up IMAP configuration
Hi. We're getting the following error when we try to set up the IMAP configuration. How can we solve this problem?
Identify if fields used in function
We're doing a lot of tidy up on our Zoho CRM modules but have 100s of functions. We need a way of identifying if these fields are used in any functions before deleting them. Is there a way to do this? Is there a way to search Deluge scripts on mass for
Export blueprint as a high-resolution PDF or image file
This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint or
I am not receving emails but MX records shows my domain is pointed to Zoho
I am not receving emails but MX records shows my domain is pointed to Zoho I have added my TXT to my domain DNS and MXtoollookup shows it is working. my domain is cashbull.ca Please help me
Digest Novembre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, L'année 2024 s'achève doucement, mais les actualités continuent ! Découvrez un résumé! Le mois dernier, nous avons organisé deux Meetup Community à Lyon et à Paris. Au nom de toute l’équipe, je tiens à vous remercier chaleureusement
correo saliente bloqueado
Tengo bloqueado mi correo saliente error 554.5.18 marcado como SPAMMER. Alguien entro en mi cuenta y logre recuperarla pero no me deja mandar correos y lo necesito urgente. No consigo desbloquearlo y no me contestáis por ningún lado. NECESITO AYUDA por
Payment
Hi! I don't want to renew my mail. Will I be automatically charged the renewal amount? I don't understand how to cancel my subscription.
Missing Application Salesinbox
We got some issues in Zoho CRM tools which is CRM application is known as Salesinbox. please add this application in our account best regards Shunyatax Global Fintech Solutions LLP
Error when sending out email via SMTP
Hi, I recently started encountering an error when using my Zohomail account to send out emails. The error message was : sendEmail.exe[16528]: ERROR => ERROR => SMTP-AUTH: Authentication to smtppro.zoho.com:587 failed. rmtree failed: Directory not empty
Receive emails
I am unable to receive any malls
Remove older possible matches
Since Zoho Books only allows new users to import transactions for the last 90 days, we had to go through and manually enter all transactions since the beginning of the year. Now whenever we reconcile transactions that show up under Uncategorized Transactions,
Every morning an Employee's line manager gets an email saying they have not checked in even though they have
Hello, We have an employee who's line manager received an email ever morning to say they are late checking in even though they have checked in on time?
Out of Office
Hi, I'm trying to setup a out of office reply for Monday through Friday from 17:00-8:00 and Saturday and Sunday all day long. So basically I want to send back a out of office message when I'm not in the office. Is this possible ? I can make the Monday
UI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,
Clone a Module??
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
Add home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?
email association with CRM
Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple
Standard Operating Procedures System in Zoho?
Hi, I've been in business for over 18 years, with 6 employees. We have over 300 policies and procedures that have been written and rewritten. They have always been stored on our Sharepoint server in a file folder structure. Because of it, nobody uses
Zoho Forms - Setup
Hi, Is it possible to share the ownership or let more than one person see the settings in a Zoho Form? Currently we use Zoho forms but everytime there is an issue we have to transfer the ownership between Admin people so they can investigate.
Delete organization's contacts
Hi, since some days it's impossible to delete organization's contacts from Zoho mail browser web and desktop application. There is no more the "Delete" button in the single contact and also "Resete contacts" in the main screen. I'm the administrator's
Can't access email.
I am unable to get into my emails. Can't get anything from server.
Filters not working
A couple of weeks ago, my filters stopped working. I tried redoing each of them, but still they don't work as they used to. I had made no changes before the time they stopped working. If you apply the filter manually, it works, but not for incoming email.
Subform Layout
Hello.. I have a situation in Zoho forms where I am collecting data of family members and their health conditions. So, I think a sub form is the right choice where a person can add family members count of which can vary person to person. Now, I have almost
Zoho mail badge won't go away after mail is read
The zoho email app on my imac displays a red badge with a one constantly. The number never changes even when there are unread emails and when they are all read it still says a one.
Issue with Fetching and Mapping Multiple Products in Line Items to Zoho CRM Leads
I am currently facing an issue with fetching and mapping products in line items to the Zoho CRM leads. Here's the situation: 1. When there is a single product in the line items, the system works as expected. It fetches the product name, matches it, and
How to recover deleted email account.
Gyanendra Singh gyanendra.singh@stellaranalytics.co How to recover it ? Please help. Its urgent.
Workdrive Integrations - API not working
Hello, Zoho Workdrive integrations (APIs, Connections, etc). are not working. The first discovery of this was in Zoho Projects connection with Workdrive, which was showing error "Error due to - Internal exception".
WhatsApp Channels in Zoho Campaigns
Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
Function #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,
Booking outside of scheduled availability
Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?
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