Zoho CRM Layout Access Permission
Hello all, I have a question I cannot find the answer to. Lets say I have - one module - two layouts - a profile has access to Layout 1 but not Layout 2 What limitations will they have - cannot create records in Layout 2 - I think is true - cannot see
Can't Sending Email
Dears, I need your support as I have a problem sending emails from the Zoho domain (icall.com.eg) to the Bluehost domain (icalleg.com), e-mail delivery fails. Contact email:Tamer.abdelhmid@icall.com.eg This message was created automatically by mail
Email blocked for "security reasons" and no response from support from this morning
My business email has been blocked because of my new VPN. This is MY BUSINESS EMAIL and I sent a support request in hours ago and I haven't heard a single thing from support. I can't unblock from the admin panel, it says it can't do it, throws an error,
Ticket Layout confusion with Portal View
Hi ZohoDesk, I don't find the Ticket Layout configuration very intuitive and was wondering if I am doing something wrong or there is a better way of doing this. Once I have a Ticket Layout set up, I can choose to have those fields available in the Portal
Help with gift cards
I recently purchased some airline gift cards for use in business travel. They were 10% off, so I paid $450 and received a gift card for $500. When I purchase the actual airline ticket, I would like to allocate the amount I paid from the gift card to
"550 No Such User Here" when sending email to my domain email
Configured the settings as specified. Out going mails are okay - its incoming emails for which I have issues. I end up with the below message (Domain name infota.in). Delivery to the following recipient failed permanently: The error that the other server returned was: 550 No Such User Here
incoming pop mail block
One of my accounts has her incoming pop access blocked. Please kindly help to resolve this problem. How does it happen?
How to add COMPANY name of customer to show on Invoice
Currently I can only add billing address of the customer, but it doesn't show their Company name. Can I also show Company?
Location of Cliq desktop client settings?
I'm looking at deploying Cliq to potentially many computers and there are a few settings I would like to pre-set for my users. The Cliq notifications are much better (in my opinion) than the Windows ones so I'd like to default every user install to use
using Zoho Expense to auto scan expenses without setting up a an expense claim
I would like to be able use the autoscan receipts feature using Zoho Expense and import them directly into Zoho Books without having to create a Expense Report for one receipt.
Xero Integration Recommendation
Hi Guys, I am looking at zoho crm to xero integration. I am in the process of setting up the integration provided below. Has anyone else used this and can comment please. Many thanks in advance, MB https://saasplugin.com.au/zoho-extensions/crm/xero-
I can't get verify email from several websites
I use email info@soleestatenyc.com to register with several websites. Mailchimp, Tumblr, Pinterest etc... However I never get the verification email from them, even I try to resend a lot of times. I tested my mailbox, and found that it can receive other emails. Problems go with verification email only? Please kindly help me resolve this. Thank you
User-based Footer
Is it possible to have different footers for list members based on a field? I am a multi-unit organization & would love to include local social media handles & addresses depending on which location the member belongs to.
Zoho Projects Log Hours Notes max length no longer 10K characters
Dear Sir, Last Friday, Zoho Project Log Hours Notes Max length was still 10K, but now it is not. Please maintain the Max length to 10K. Kindly see the Attachment for the Max length error. Thank you.
Not be able to share my screen in zoho meeting with Macbook air
Hi Team, I am not be able to share my screen in zoho meeting with Macbook Air . Can you please help me in sharing my screen when am in meeting or in call.
How to add discounts on both entity_level and items_level in Sales Order?
Hii, I'm creating a sales order using API and trying to add discounts for both levels. One in items_level that is attached with line items and another in entity_level should be applied on the subtotal of line items before the tax calculation. The issue
storage does not change, even after delete emails.
Hi I have deleted all email for , including inbox sent trash etc and in control panel still not change the storage is the same . storage does not change, even after delete emails. How to fix it please please help me
Are you Facing Problems with your OST Maximum File Size? Have a Look at Reasonable Solutions!!
If you are getting error messages on your Outlook application like you have reached the maximum file size limit. Then it is surely prompting as the maximum limit of OST file size is reached at the endpoint. In such scenarios, you can take help from the
Dashboards refreshed with new data in real time
Hello-- I created a dashboard in Zoho that is referencing a custom report I built. How would I be able to upload that dashboard with the latest information in real time? Would I need to create an entirely new report with the new information and edit
Zoho Sites examples / demo
Hi, I'm interested in Zoho Sites service and I would like to see at least examples of sites made in this system or, preferrably, to see it's backofice in some demo. Is it possible?
How to delete duplicate product or put one of them inactive
My organization have 150000 products and we are looking for way in profesional edition to put one of duplicates inactive. Alternativli how to mass delete products if product code is same. I dont see criteria in mass delete option NoneProduct OwnerProduct
Zobot - Customize Chat Window Size
Can we target the Zobot chat window size w/ CSS or JS to make it 1100px wide and be positioned in a custom div on our web page? We would like to replace all of our web forms with custom Zobots but the standard small chat window, bottom right or left corner
HELP please. I need a widget that is NOT dependant upon the Timeline filter
Hi Team, I want to have a widget that does NOT refresh based upon the timeline filter. I need a widget that shows the count for something for this current month. I don't want it to change if the user changes the timeline filter to look at other information.
Empty fields in a report - how to hide???
Hi - I'm finding it really hard to believe there isn't a simple solution to this, so perhaps someone on here can help. It would be greatly appreciated. I have a large form with many optional fields. Some of these optional fields are single line, others are image fields, whilst others are drop-downs. As they are optional, most of these fields will be left empty; others will have a 'none' value, which for my purposes amounts to the same as an empty field. How can I prevent my report being littered
Zoho Mail Trash- Adjust 30 Day Auto Delete- This is illegal in many industries
Hello- I do work for the US financial services industry. I just noticed that Zoho is auto deleting mail. This is technically illegal in the US for financial services, medial, and insurance industries. Is there a way to extend longer than 30 days? Thanks!
Get Associated Records - Zoho Recruit API
Hey Zoho... so having problems with the following API Get Associated Records... https://recruit.zoho.com/recruit/v2/{module_api_name}/{record_id}/associate From my understanding, it can get both the candidates associated with a job opening and the job
Workdrive - can I give access to one folder to someone outside my biz; without them having access to everything else?
With Workdrive, can I give access to one folder to someone outside my biz; without them giving access to everything else? I am considering the move from docs to Workdrive. For example If I put files into a folder for a virtual assistant to access from
Ticket not savable when field is hidden
Hi, if a ticket is solved we must enter a resolution. I know that the resolution field is treated different than the other text fields, therefore it is difficult to check/validate if a resolution is added. Our current workflow is the following. We have
conditional formatting not working when applied to range of cells
I am having a problem applying a conditional formatting to a range of cells. I have 3 conditional formats. They are all Classic - Formula. The formula is one of: b3<today() b3=today() b3>today() When I apply these conditional formats to a single cell
Switch from SupportCenter Plus to Zoho Desk
Hi, Is there a migration path form SupportCenter Plus to Zoho Desk? Best Regards, jerry_3105
Bulk assign values to the Choices of a select (or bulk upload a list of choices and values)
Hello, I want to create a select containing all world countries + 2 digits ISO code. I've seen I can bulk upload the list of choices (= the name of the country) but still I have to assign the values (= the ISO codes) manually. Is there a way to upload
how to know which user is recording forms
Hi, i´m a new user and sorry for my english Is possible to know who is recording the forms? Mean, i want to use same form in my company. 7 people is recording data with their phones. They have different loggin , different phones but i can´t see which one is using the form Thanks
Zoho SMTP with Wordpress
Hi there, I have been trying to setup zoho SMTP with my custom domain email address on zoho but it doesnt seem to be working. I have used several SMTP plugins to get this fixed, but bad luck. any help would be much aprreciated. thanks,
Expense Detail on Invoices
When adding Billable Expenses from a project to an invoice, why do we not get the option to select the format and details to display as we do when adding billable time? For example, through trial and error I have found that the Expense "Description"
Calendar invitation responses don't show in Apple Calendar Application
I'm syncing my Apple Calendar with Zoho using calDAV. Events appear properly in their own calendar, however when an invitation is sent, there is no indication of a response in the Apple application. Responses are indicated properly in Zoho Calendar
How to get import option
I am a shared user, how can i get the import option, for uploading the data. Regards Ankur
The due date in the custom view is reduced by one day when the view configuration is saved
I create a custom view in which I want to use a due date criterion. Here I select the desired date and save the view (see initiallySelectedDate.png). Unfortunately, only tasks and issues with the previous day as the due date are displayed. If I switch
Taxes in Checkout process
During the checkout process the prices of each item is shown without tax, and there is a "Tax" row before the "Total". Is it possible to show all the prices with tax included instead of breaking it down? Thanks
ics files with reminders for customers
We'd like to request a way for .ics files that are sent to the customer to include reminders. For example, when an .ics file is imported into a user's calendar, it will by default (or have a configurable) a reminder to alert the user within their mail/calendar
Two (similar) custom functions, 1 working, 1 not working
Hi all, I'm struggling with two custom functions. One is working (in a workflow) The other one isn't (inside another workflow) The only difference between the two is the field they should update. I can't seem to figure out what is the problem. See the
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