How to send Lead information to an external party via email
Hi there, I'm wondering if it is possible to be able to automatically send a leads contact information externally through workflows? We act as a third party so would send our leads to retailers I'm wondering if this is possible to be done automatically
Can't access my custom email settings
Hello! I created a Zoho account registering with my personal Google Account. Then, I created a custom email by using my domain that i've purchased from a provider. Later i realized i shouldn't have the custom email connected with my personal Google Account,
Edit or Delete scheduled emails
Is there a way to edit or delete emails scheduled via a workflow? If a customer makes an order, or phones me, it's hugely unprofessional to have a series of (now irrelevant) emails continue to be sent to them. Zoho support tell me it's not possible. (though
Backups failing
Recently during a large enhancement of a suite of applications I am working on for a client. I have thought it prudent to make backups daily before working on any of the applications. Over the past couple of weeks whilst the backup has been taking place
Sync CRM Calendar Time Zones, Reminders, & Email Invitation Tools
Recently, while Zoho Help was very useful in creating work-arounds to my helpdesk issues, I became aware that there is no current solution/setting in ZohoOne for properly calendarizing employees' meetings and calls when working from multiple time zones.
Zoho One Installation
I want to give Zoho One a trial. After starting it never stops loading
Updating Passwords
When updating passwords do you do it before or after you import a CV list from another provider
Voice message recording on trouble ticket.
I see the recorded voice message automatically assigned to a new trouble ticket. I can click and play the message when accessing my account from a browser such as Chrome. How can I play the message from my iphone? I tried forwarding the ticket to my gmail
Condition for multiple Pepiline
I have 2 pipelines with different stages (Government and Private), I have the field where I indicate which type of pipeline I want to follow, but I cannot fit the deal within the designated pipeline, it enables all stages (both government and private)
Email sent shows up as email opened almost immediately, even when not opened
When I send an email from Zoho CRM, a few seconds later, I get a notification saying the message has been opened. I have sent to my test accounts and not read the sent email, so I know its not being opened by recipients before getting an opened response.
Widget will not run JS.
Hello, I have installed the nodeJS application and it works great. I created a package with it for a widget. A simple one. When I add the widget to a creator page the JS won't run. I also downloaded the JS SDK but wasn't sure where to put that. Does it
Change Color of Support Portal Button In Emails
Hi when we have email notifications go out for new tickets, ticket replies, comments, etc. the emails contain a button that links back to the support portal/Customer Portal Ticket. Currently, that button always shows up in green. Is there any way to customize the color so that the button is in line with our company colors. Please see attached image.
How to sort result set from getRecords
Hi, I want to sort the result by the "Reporting_To". If someone could assist. ----------------------------------------------------------------------------------------------------------------------------- listVar = list(); //Create map to hold search
Can I change the sender of the autoreplies?
As of the title, I need to send the auto replies via a specific alias that I have - I have two different domains on my email, but autoreplies go by my personal not the other one. Is it possible? I ve tried to change the 'sender' on the templated but still
Automatically export a view and send as an attachment
When a user clicks a button, I am setting a value on a record to show that funds have been issued. The user now wants to receive an email with an Excel report attached so that they can import it into Sage. I have created the email with a link to a published
attaching files to a campaign
Hi management of Zoho and other Zoho users, For our campaign we wish to attach seperate files to the campaign send out, unfortunately I can't seem to find this feature anywhere. Could you please update me whether this option is available Zoho Campaign users? Thank you in advance,
Knowledge Base
Can you make a Knowledge Base section that's only available to specific outside users, where they would get a login? Or some other method?
Bulk Updation of invoices for approval
Guys you need to put the following options in Zoho. 1) Bulk Approval. I have 42 invoices for approval. I need an option where I can approve all the invoice pending for approval at once. It just too much waste of time. Please start working on the changes
Export from Creator to Word Doc
Is it possible to export to a word doc from Zoho Creator?
Zia, l'assistante IA de Zoho Writer, maîtrise maintenant le français !
Nous ne cachons pas notre plaisir de révéler la version française de Zia, l'assistante d'écriture par IA. Zia eu son petit succès depuis qu'elle a été ajoutée à Writer. En fait, la popularité de Zia fut telle que nous avons reçu constamment des demandes
Company does not hold stock
Hi, I sent an email to support but have had no response, I need help with this as my company does not hold stock so we need to know if there is a way around, my questions are below. 1. Can we reserve stock prior to receiving payment against an invoice.
Zoho under trial - confused about budgeting capabilities
Hi, We are considering implementing Zoho Books in 4 countries. Having tested the service it looks pretty amazing, well almost... The dealbreaker for us may be that budgeting / forecasting is not possible. This was a huge surprise to me. I have read some threads, and it scares me that Zoho seems to have ignored customer demands on this feature for several years.. Is it possible to get insight into roadmap, and where this feature fits. Zoho, please understand that it is difficult to put a proposal
Posibility to show custom fields (on lists) with color labels and possibility to edit it on list (without go to edit mode)
Invoices, sales orders, estimates, customers has custom fields. But custom fields are not visible enough for quick see important data (like Rush Order, Need ship today). And to change (in this example DEAL STATUS) I need OPEN document, then click EDIT,
Problem sign-in from Zoho One Sync tool
I am trying to import AD users in Zoho Directory following the guide https://help.zoho.com/portal/en/kb/directory/admin-guide/ad-sync/articles/sync-ldap I have problem to sign-in from Zoho One Sync tool, with the admin account
Report Tag in Bills
Hi i using the Zoho Books in Purchases and filling a Bill i cant select my tags. In this moment i can use the tags to fill a Expense but it's a problem for me because the Report Tags is my center of cost of each store and i can't use all my bills in Expenses
Invoice Get Record Error Message - Code 57
Hi everyone, Running into an issue where running below code in Zoho Books Custom function gives me following error. Would greatly appreciate if anyone can explain and help me resolve the issue Purpose of the function Grab other invoices currently open
Zoho - Crm - Bulk Apis - Bulk Write
Hello, I'm developing a new feature for our application and I need to use bulk apis. I set up a self client in order to generate the code to send the request for the access_token. I make the access_token request with the code and I receive a token for
How to access custom fields of invoices using Zoho Deluge?
I'm trying to access the custom fields of my invoices and I'm getting the following error: Any ideas on how to solve this? Website
Searcing for sale price for each old customers again and again
Hi, I need to look for old prices again and again for old customers. how do I know at what price I billed a particular item to repeat customers? Going to transaction each time is too time consuming. also we cannot have fixed price list as our prices to
Gear up for the Customer Experience Workshops in 2023
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
Bill Problem (Cant update or delete)
While recording a Purchase Transaction manually under (Purchases => Bills) we have 20 entries in single bill. We purchased 20 SKUs in single Invoice. But we are facing these issues. Problem Scenario 1) While recording this transaction manually Zoho Books
Verzamel leads op één plek
Leads komen in verschillende soorten en maten. Omdat leads uit zoveel bronnen kunnen komen, bevat Zoho One een groot aantal marketing apps waarmee je leads via je marketingkanalen kunt verzamelen en naar Zoho CRM kunt doorsturen. Hieronder staan een aantal
What's new on Zoho Marketplace in November 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in November 2022. Extensions for Zoho CRM zzBots for Zoho CRM Transfer data such as events and contact information from
String Function Not Working
I am trying to create a function based on the date entered into the "ITAR Expiration" field. If the expiration field is older than 'today's date' or left blank, I want the formula to return the text 'Invalid.' If the expiration field is a date that is
POP ACCESS in .EU is failing
all pop access is blocked. Service unavailable. EU servers. any updates? https://i.imgur.com/TgE7EbX.png
Tip of the week #29 - Automate the processes in your inbox
There are certain settings in your inbox that you might want to turn on or off according to your preferences. Add new users to an inbox as and when they are added to a team - Let's say there's a marketing team in your startup, and you have created two
Zoho Cliq API Rate Limit
Hi, According to Zoho Cliq API Documentation: "We have system limitations just to protect from denial of service (DOS) attacks. There is no usage limit on the API". During heavy usage I am getting status code 400: {"code":"request_limit_exceeded","message":"You
Domain Linking
Hello, I have renewed my domain with another provider. This means all the DNS records have changed and my domain is no longer in sync with zoho. Would you be able to help me and still keep all the files, users, emails ect
Free webinar: Zoho Sign in 2022 - A quick walkthrough and a live Q&A with our experts
Hello, Has Zoho Sign actively helped in your business's pursuit of digital transformation? Or does it play a big part in how you do business or transact in general? If so, we invite you to join us next Thursday, December 15, for an exclusive webinar and
inbox is empty yet number unread mails reported
Sometimes like today inbox reads 4 whilst all mails are read and move from inbox into another map.
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