Cancelling mass email
Hello, About the emails sent with Zoho CRM is there any way to filter by subject and then to cancel them all together? Thanks Marco
Customer/Client Code creation in Zoho books
Hi Team, If someone can help me how create code for customer, my requirement is to create code for each customer, also while creating the invoice i need to search by the code instead of name. Please assist me with this regard. Thanks
Best way to make a printable marketing flyer?
I know that I can do a mail-merge into Writer, but the creative options there are a bit limited. Is there any other option in the Zoho system where I can pull data from the CRM and insert that into a nice flyer? I will need image and text options in the
Can I track any email sent to an existing customer?
Can Zoho Mail/CRM capture and store any email sent to customers? Hi here, I am planing on using both Shopify and Zoho One (campaigns, mail, CRM, etc) and some Shopify apps will fire emails to customers (that exist in both Shopify and Zoho) as part of
How do I move a Manual to a different Space?
Is it possible to move an existing Manual to a different space from the one it was created in? I cant see the option in either the "About this manual" section, or on the "Spaces" page.
Zoho CRM Tips & Tricks #06 | 8 tips om je customer journey effectief op te bouwen
Het belang inzien van hoe je een customer journey ontwerpt, kan zijn vruchten afwerpen in hogere conversieratio's, hogere klanttevredenheid en een gezonder bedrijfsresultaat. Uit een recent, door McKinsey gepubliceerd, onderzoek bleek dat een brede en
How to edit Hiring Manager General Permission?
Hi, I need to customize hiring manager permission in my organization. Can I edit general permission only for Hiring Manager Profile here?
Mass Transfer Deals from Company A to Company B
Hi, Is there a method where you can mass transfer deals from Company/Account A to Company B? (companies/leads, not Zoho user accounts) I know we will be able to do that by editing each of the deals, but I would like to know if there is a method to mass
Remove item field from Delivery Note
Hi, I cannot seem to find a way to remove item field from Delivery note. We only need the description in Delivery Note. I have checked the delivery note settings, but there is no option to uncheck item.
Zoho CRM Interface Display Issues
I cannot get the CRM interface to look usable. For some reason, all modules seem to be compacting the labels into extremely small vertical areas, making the forms nearly unusable. I've tried modifying the modules and testing different screen resolutions
redirect after submit a zoho creator form through a related list in CRM
Hi, we have achieved to display a zoho creator form in a related list of CRM. But on submit of this form we need to redirect the page displayed in the widget. After click submit we need to go to another published form. Is posible to suscribe to the event
Cannot delete custom function
I am trying to delete a custom function, that is not used in any Flow but i get the error Any idea?
Integration with Microsoft Sharepoint
I was wondering if documents in Zoho Projects will integrate with Microsoft Sharepoint as a link... meaning if I place a document in Sharepoint it could link with Zoho Projects.
Changing the "from" name
Hello, I have connected my gmail through the IMAP integration like so (this is a google workspace/gsuite email) - And when trying to send an email to lead, for some reason 'tomajx' appears as the senders name (it is the name of the gmail I am registered
Send an automatic email to newly added contacts in a deal.
Hello, I've been trying to create a workflow role which is suppose to send an email to a contact whenever a contact is added to a deal via "Contact Role" list. However, I've noticed there's no trigger to when a contact role is added to a deal. Moreover,
not possible to scroll down page when adding a candidate from document
Hello, there is some problem when adding a candidate from a document. when adding a higher number of tags the button "IMPORT" disappears. Miroslava
Update thread with Zoho deluge
Hi, Is it possible to update a thread (mainly the cc fields) using a custom Zoho Deluge function? Thank you in advance. Best regards, Jesse
Merging Ticket Idea
When a ticket is merged, the old ticket is deleted and no longer in the system so this can be confusing later down the road. I was thinking of ways to better see these merged entries would be a label on the ticket interface that would say this ticket
Tip #10: 3 helpful ways to use data validation in your spreadsheet
Data validation in spreadsheets makes data entry processes more efficient, while helping reduce inconsistencies and errors in your data sets. In this article, we'll look at three ways you can use data validations to create useful dropdown lists in your
SMS campaigns in zoho crm
Hello, is possible add a sms campaign in zoho crm?
String functions in report filter
It works fine to use an int function if the filter criteria is based on an integer field, like this example where ID is integer: When trying the same with a string field, this happens: The problem seems to be the added "" and the function becomes a
Plan custom fields doesn't display, when requesting all plans
So, i created 5 different plans and created custom field for them (test_field). I inputed value in this field in every plan. However, when i use method to request ALL plans - it doesn't return custom fields. This parameter returns as empty array for every
Notes on Calendar for Zoho Social
Hello, I would like to use the calendar in Zoho Social to pin a note/write a note to remind me of a to-do like manually publish a reel since zoho social can't do reels. Is there a feature similar to this that I can use? Thanks! Alisa
What is going on with Zoho Mail?? Email is not downloading to clients
Hi, I have several paid accounts with Zoho. I have clients mail apps on iPhone, iPad, Macbook and Mac Mini. I use IMAP and POP3 on various clients. We use various networks including fixed internet and 4/5G mobile. Over the past 24 hours email has stopped
Verified thru email but Calendar wont recognize verification
Received email verification, answered it... but when I go to Calendar I still get this message - "We request you to verify the email adress "my email address" to proceed further. You can start using your zoho calendar account only after verification."
Related Records Action
My users are smitten with this filter. How best to locate the actual Related Record which caused this filter to "locate" it?
Unable to receive transactional e-mails from WordPress site
Hi All, Hope someone can help me out. I am new to WordPress and Zoho. I have setup a WordPress site on IONOS using their managed WordPress installation. I am using free Zoho mail and my domain is forwarding the e-mails to Zoho. I have aliases setup in
Mass Email Schedule Send is not available on Standard?!
I tried to set a schedule for mass email, but no option appeared. Is the schedule send feature only for ENTERPRISE or ULTIMATE plan???
Customizing auto-built "Contact Name"/"Display Name"/"Full Name" field in a Contact
In various places in the CRM a Contact's name can be viewed as an automatically-created, concatenated single field called Contact Name (for instance at the top of a Contact page, and under Contact Details), Display Name (in Settings), or Full Name (I
DKIM record not found. Contact your domain provider.
Hi, I've added the DKIM record in domain dns. But the I can't able to validate that. Please do the needful.
Filter a Customer-Portal report
I have a customer portal with a report, where the report is based on a form containing records referencing the customers. I want to filter the report so each customer will only see the records relevant to him (the records with the same email as the logged
what's the equivalent of the "format as a table" function from excel in sheet?
I use this all the time in excel is there a quick equivalent function?
sync attachments
Is it possible to sync automatically receipt or document transactions from zoho books/ zoho expense To WorkDrive. Thank You
How to Show a Month Over Month Number in a Report
Hello! I am building a very specific report that requires me to show a calculated monthly number over the course of a contract term. Example: Contract term is 36 months @ $100 p/month. I need to show, on the report, that $100 each month until the end
Getting Analytics on documents that was worked on by certain employee
Greetings I'm looking for a way to analyze employees' activity on documents in my zoho org..i'm thinking of having an integration between zoho workdrive and analytics where i can create reports that show on which documents an employee had worked and maybe
Recover Deleted Form?
i have Accidentally my Form. How can i recover it....
How can i send an email with the edited fields from a Closed Won Deal?
I already have a workflow rule set to send an email whenever someone in my organization edits a Closed Won Deal. But the email contains only the deal that has been edited, not which fields that were update. Is there a way that i can add the edited fields
Need help writing custom code for a button in ZOHO CRM. Looking for a email opt out button.
I need assistance with creating a button in which I can select a contact and have it opt out of email automations/campaigns. The email opt out field is a boolean. If someone could help me write the code for the contacts module, that would be greatly
How to get Zoho CRM parameters in an external url hosted widget?
I am trying to pass lead phone number to my widget which is hosted externally on my server url. Cannot find any solution.
SD Analytics Plus - Tickets Created Outside of Business Hours
Is there an easy way to group Requests by whether or not they were Created inside of business hours? Maybe a Boolean that would just be Y or N if the ticket was opened inside of Business hours... Thank you, Greg
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