How to delete email templates?
We have reached our limit of allowed email templates (100). So, I want to delete some older templates. I have looked and looked -- in the system, but I can't find anything that would let me delete, and in the knowledge base and on the web, but I can't
Receive Goods or Purchase Order
I just learnt that system only shows quantity on order. There is nothing I can do to receive goods. I ended up manually changing quantity to reflect goods received. That still left the quantity on order. I had no way to remove that quantity on order
New Features rolled out on August 30, 2022
API Calls Audit Log You can now choose to audit the API calls log. This allows you to monitor information such as the API calls that were frequently made, who did it and when it was done, API units consumed by action etc. You will also get an insightful
CRM is so slooowww I can't access it since yesterday.
My connection is good and I can access other Zoho app but when I click on Zoho Crm it's loading on my end. My other team can access their app but I can't .
How can I deactivate the tracking of open & click rates?
I want to deactivate all tracking of open- and click-rates by default. How can that be done?
How to make sure that the refresh token has not expired
I know that refresh token lives forever, but i can revoke it, so the question is how to verify that the refresh token is valid without creating access tokens. For example, as in HubSpot https://legacydocs.hubspot.com/docs/methods/oauth2/get-refresh
every day massive problems like newb!
Zoho Campaigns only have option to send different confirmation emails per form. But if you are using API or thirdparty forms you cant have different confirmation emails. :-( This is the reason why other professional newsletter services like getresponse
Add Macro of "Bank Charges" in the Payment Thank you email templates
Hello There, It will be good to add one Macro which is of "Bank Charges" field that we have in Payment receipts, in the email templates for "Payment Thank You" emails.
7 tips to provide an effective customer support with Zoho SalesIQ
In this virtual era providing effective online customer support always comes at various costs. The cost could be the extra energy spent by your operators/support reps switching back and forth between multiple apps. The cost of these various apps. And
Option to protect application
Day before yesterday I was working on my client account in which I had published my application. Since it had some mistake i decided to delete it and accidentally I deleted the original app I had in my account. Before deleting I was prompted to confirm but I didnt realise that I am in my own account There should be an option to password protect the application where in application can be deleted only after the admin enters a password for that particular app. I think this is an important issue and
【Zoho CRM】サブフォーム機能に関するアップデート：ユーザー項目
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ このたびの機能アップデートにより、ユーザー項目がサブフォームで使用できるようになりました。これにより、サブフォームにユーザー項目を追加して、Zoho CRM のユーザーを特定のサブフォームデータに関連付けることができます。また、ユーザーのメールアドレス等、ユーザーの詳細ページで利用可能なその他の関連情報を追加することができます。
What's New in Zoho Inventory - August 2022
Hello customers! This month we're adding more ways to communicate with your vendors using the Vendor Portal and much more! Here's what's new in Zoho Inventory for the month of August: Vendor Portal With the Vendor Portal, your vendors can accept or reject
Dont use zoho campaigns in europe!
In Europe you need an footer with imprent also for double-optin/confirmation emails! Zoho confirmed: Its not possible to have this: https://help.zoho.com/portal/en/ticket/4012705250266 And zoho also do not have different confirmation emails per subscriber
Zoho Creator Widgets
Hello Guys, So i developed widget it consists a form with fields, in that if I select any particular values from dropdown field, respective values should auto populate in below fields in the form. Using Zoho API I got all records from the respective reports
Problems sending emails
Hi, all mails sent to the following domain @vilux.com.py generan this error: xxxxxxxx@vilux.com.py, ERROR CODE :550 - Please turn on SMTP Authentication in your mail client, or login to the IMAP/POP3 server before sending your message. sender4-op-o12.zoho.com
Skip Logic: Logic tree to check logic for errors
Is there a feature in Survey Builder to check a survey's Skip Logic for errors/dead-ends? This has been a valuable tool in other survey providers products when a survey is complex due to multiple question/answer paths.
Questionnaire does not SHOW LOGIC
It is difficult to review a questionnaire with complex logic in Zoho. Solution: some survey software will show the logic on the export version of a questionnaire (e.g. MS Word version) so that it can be used for review (it's easier for some people to review on paper, or in a wordprocessor document). An example is shown below (you will see the logic shown in brackets at the end of the question): Q.9 How did you find the service provider? q I saw an advert
Dark mode is now supported in the latest version of the Zoho Projects Android mobile app
Hello All, In the latest version of the Zoho Projects Android app (v3.5.1), we have brought in support for Dark mode and Task Custom Fields. Dark mode - You can switch the app to dark theme by going to the Projects app's Settings or from the menu page.
Security Bypass/Override?
Currently all my contacts are public and account private. I have a product table though that has accounts tied to them, and need those to be public. Is there a way to bypass/override the default security or add an exception that make accounts with products
Zoho Docs running really slow
We are sharing a zoho doc and if I want to make changes to a cell I click on it and it hangs up and is so slow.
Menu Bar Hiding Items Under "More"
I have a horizontal menu bar on my site with nine items in it but it's only showing six of them with three hidden under the "More" menu at the end. Is there any way to disable the "More" menu or increase the maximum number of items shown?
How to speed up a website?
Hello! There is new google update coming on the edge and I am worried about my site speed. because each and every website demmands the new and best site verision. So the speed of the website is most important. Is there any one who can guide me about
Addon Checkout
Hello, I would like to make checkout addon options same like you have in this demo https://www.zoho.com/subscriptions/checkout/addon-checkout/ I tried everything but I was not able to make the options like you have in the demo. We need to have the options
Auto close missed phone calls outside of telephone service hours
Hey there, we only have 3 hours of telephone service on 4 days a week. I try to create a workflow or rule which auto closes tickets from calls which where outside of telephone service hours. For example i would like to auto close missed phone call tickets
Zoho Checkout in Zoho Creator form
Here are the steps that I am trying to create in my process: Use a published Zoho Creator form to have the customer enter their order details and generate an order total through a function. Push that order total to a Zoho Checkout form so that the customer
Default Columns for Projects
Hello, Is there a way that I can setup default columns for projects so that whenever any new project is created it will have the same column options turned on/off and save the order that they show up in? I don't see a way to do this when creating the
Extension Pointers #1: A step-by-step guide to integrate Google Contacts using Sigma
Integrating and syncing data is a significant factor for effective customer relationship management. Let's consider a scenario where an entrepreneur is planning on starting a new venture. An important factor in propelling any business towards success
Use a mobile device (phone app and its camera) to record the check-out or check-in of a physical item.
Use a mobile device (phone app and its camera) to record the check-out or check-in of a physical item. Using a Creator app, User scans the QR code on a physical item: App finds the corresponding record in Creator app. The record auto-populates (via code
Zoho books: Invoice template contact name
Hi, Am trying to set up an invoice template, which has an address to a particular employee of a company - on request of client. I'm getting a bug when using %Salutation% %FirstName% and %LastName% above the customer's address, on some invoices the values refer to the default contact person and on others the field is left as its name, ie. %LastName% Am I doing something wrong here? Or is there an easier way of doing this? Many thanks for looking into this, Phil
Function Code
Hi there, I am struggling to generate a code for functions. The purpose is for data upload. I have 3 Custom modules. (Discretionary Savings; Retirement savings; and Annuities & Incomes, each with a module ID) I have multiple products, by multiple providers
Count Days for Page Report Panels in Zoho Creator
I have a form that I use for recruiting. It follows the applicant through various stages of the process. I want to display on a page report how many running days an applicant is in a current status. For example, let's say there are four levels of the
How to connect the ZOHO mail to your professional website.
Hello! I have gone through some tutorials where I have learnt to create the professional site email for your business. For example: I have a website, tennisworld. SO i Can create a gmail where I will be able to add my domain name into my email. That
Quarantine notification received but nothing in quarantine
Hi I manage a few clients and have them set up as "partners" I can access the quarantine easily using the partner console link in the control panel. While I was still asleep, early this morning, there was an email saying "emails addressed to you were
Does Zoho desk allow for paid communities?
Hi, I’m interested in software that allows me to have paid communities similar to what “Mighty Networks” does. Is this a thing here?
Unable to add domain
Hi, I am unable to add the domain http://pakyin.ml/ to my zoho account. The following error displays itself every time : Z112:Internal Error occurs. Please help me :) Thanks a lot :)
Stop Automatic Change of Candidate Status when Interview Scheduled
Every time we schedule an interview, the candidate's status will automatically change to "Interview-Scheduled". This happens even when we schedule a second interview, and affects the flow in our pipeline. Is there anyway to remove this rule, and let us do it manually?
Emails are going in to retry queues after sending it
Emails are going in to retry queues after sending it and is there any place I send my complain in Zoho mail account or is there any live support. Need help to check what is the issue. i have received and sent some emails in morning but after 2pm every
How do I re-invite someone?
Hi, I have already invited someone to join, however when they went to accept, it said that the invitation to join had expired please get me to re-invite them, but I can't work out how to do that!! Any help would be greatly appreciated
"active contacts" are more than number of contacts in my list
Hi there. I have been trying to add some new lists to my account. It said that I was going over my contact limit for my subscription, so I deleted a few lists that I no longer needed. I have counted the total number of contacts I have in each list (which
Multiple Users See Form Responses
How do we allow Multiple Users to see Form Responses?
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