Delete email after 1 month or more filters not working
If I create a filter with a 'delete after' period of 1 month or more, it doesn't appear to do anything. In the email overview where there would normally be a time period to deletion in red, nothing appears.
Unable to process your request When replying to ticket
Good day When we trying to reply back to support tickets we getting the error "Unable to process your request" How do we fix the issue. Regards
Sorry, Unable to process your request. Try again later - Attaching images
Hi, is there a limit to the amount of images that can be added per day/ hour to tickets? A ticket comes in, i reply like a normal email.. then i comment in private with a screenshot that xyz was completed. The first few times its fine, after i try uploading
can I use zoho CRM offline on my windows laptop?
I know that I can access Zoho Crm on my phone, but I cannot seem to find a way to do this on my laptop. Is there anything I am missing? Thanks - John
Email alias and/or catch-all
When are email alias' or email catch-all coming to Zoho Mail? I was able to create alias' by creating a number of "send message as", but lately, verification has been added and you can't receive a verification to an address using your domain in Mail. I really want to be able to maintain multiple addresses in my single Zoho account. 'Send message as' let me do that, but the new verification requirement throws a kink in it. Why can't you edit the email address in a 'send message as'?
Adding contact from email signature?
Standard process for us is to get introduced to new contacts via email, many times a mutual acquaintance will send an email intro complete with contact info and then we'll coordinate to set-up a call straight from there. We want to add the individual straight to our Zoho contacts (we don't use leads since it doesn't seem to make sense in our business to distinguish between contacts and leads). My current process is to take the email signature and drag it to my CardScan software, which reads the
Lost access of the admin user
Hello, We no longer have access to Zoho control panel where we can manage the emails. We don't know the phone nr nor e-mail used for it. The client is currently using subaccount rb@rentacarmalta.eu It seems something happened with the SMTP which we are
Parsing API not working from API service (NodeJS)
We have created an API service for accessing Zoho Recruit API and created OAuth using Self Client. Now when we try to upload a Resume using this endpoint https://recruit.zoho.com/recruit/Candidates/actions/import_document, from our API service (NodeJS),
Teaminbox not working : Unable to process the request
Teaminbox is not working at the moment. We get the message: Unable to process the request What can we do?
How to identify potentials with no open activities
We use a "next-action" approach to ensure that we always have a follow-up scheduled for every open potential/opportunity. I'm looking for some way to view/report on open potentials to identify any that do not have a next scheduled action (activity/task).
How to update a record and canceling the submit of the form?
Hello, I am trying to update a record with the data introduced in a form, but I dont want to create a new entry in te report, only update the entry that exists. I tried checking if the entry exists with On Validate, but if I use "cancel submit", the
Fetching user details in a function in ZOHO CRM
I am trying to get the user details for a record owner so that I can use them in my function. We have a specific business case for franchise organizations. We have over 100 of our franchises using a single instance of our CRM. We need to have a contact
Community Digest - abril de 2022
Community Digest de abril de 2022 ¡Buenas, comunidad! ¿Cómo os ha ido el mes de abril? Por aquí hemos estado trabajando en varios proyectos, los que ya han salido, pero sobre todo en los que están por venir. Así que esperamos que sigáis atentos al foro
Latest Updates in Zoho Meeting
Hello all, We introduced a few enhancements in Zoho Meeting last month and we would love to share those with you. Enhancements You can now access chats and meeting notes along with the participants list in a single tab. Super admins can now set up and
Salesiq
Hello, we have few vip clients we were looking for a way to directly route that chat to human handoff rather than going through the BOT. Is there a way to achieve that ? Also we use dialogflow with salesiq if that helps answering the question
Remove HTML Tag from a column
Hi all, I'm looking for a solution to remove html tags from a column. Example: <div>Test Worklog<br /></div> Expected Output: Test Worklog Many thanks for your help in advance. Regards Anish
Rounding on invoice line items affects the total
Hello, I've encountered an issue where the total amount of some invoices do not match a predetermined amount due to rounding for each line item. For example, in my screenshot below, suppose I want to bill for 1 hour at $72.25 per hour. But if it's split
How to see which license we have?
Where do I find out what license we are on and how many computers we have left to deploy to?
Zoho Desk - Email Security / Encryption
Our department of technology is concerned that Zoho Desk email messages (sent from Zoho to our Google Gmail corporate install) are not encrypted in transit. I've searched (and searched) the Zoho community, website and knowledge base and while I see an article or two on encryption at rest, and Zoho eMail encryption - I'm unable to find anything - definitively stating that email messages sent from Zoho Desk to recipients (received in their 3rd party email accounts - i.e., Google Gmail) are encrypted
Default Accountant Access for Books (Zoho One Edition)
Here's an idea: make it just as easy to add one's accountant to the Zoho One version of Books as it is any of the other editions of Books. This seems like a "duh" thing. Yes, I've read that I can contact support to accomplish this, but why should I have
Categorize and locate documents easily with labels
Hello! Locating your documents need not be a treasure hunt anymore! Labels are here to help you out. Labels give you the flexibility to categorize your documents to suit your preferences. They also help you locate any specific document effortlessly. Why
Representation of associated job openings
Hello Guys I have two requests maybe you can somehow the representation to what job openings the candidate is associated visible in their "Business Card" or anywhere on profile.
Anyone use Zoho Projects for managing smaller effort initiatives?
We have multiple "IT Initiatives" that are not as complex as an approved project, but still need to be tracked and managed. I was thinking of creating an IT Initiatives project with a Task List for each separate initiative. Anyone have a similar situation?
Products presentation
Hello, Which application/module/... is recommended to send more information to a prospect efficiently at the moment of visiting? When visiting a new prospect they might not have time at the moment. So how can we quickly select and send the requested information
[Product Update] Change in Zoho Analytics Business Apps Integration Data Sync Notification Settings
Dear Customers, In our continuous effort to improve the Zoho Analytics product with new features and enhancements, we are making some updates to the business apps integration data sync notification settings. Currently, the Zoho Analytics account admin
"Third-party application access to your Zoho Account" emails and Application-Specific Passwords
Today my Zoho email account and two email accounts of one of my clients each received a "Third-party application access to your Zoho Account" email. After looking into the IP listed in the email I received, I found out it was my iPhone's mobile IP. So
Can we integrate Whatsapp with ZOHO Chat or ZOHO CRM
We have our core clients communicating with whatsapp and we need to keep the track and keep the record of the conversation, and that conversation should be recorded in client's ZOHO CRM account or in worst case ZOHO chat.. Can Whatsapp integrate with
Error message: 553 Relaying disallowed
I'm facing a problem with Zoho. I can send emails via Zoho mail but I don't receive incoming emails from Squarespace - my domain is themuseumcreative.com. I tried to send a test email from my Gmail account to my Zoho email, and I got this message: The
Multi-Select Pick List - display format in the email template
I have a request for a tip. I am preparing an email template and I want to use the Multi-Select Pick List Values. The values are displayed in a single line in the template: Option1; Option2; Option3; etc How to make the variables appear in the form
how to download all the resume at once
Is there any way to download all the resume at once ? The resume which have been uploaded onto zoho over period of time.
OCR e-mail ingested image file
I am looking for a way to add a record to a form through e-mail. This I can handle, but specifically I am looking to add an image to a form through e-mail and then OCR that image file automatically. I can e-mail and add a file, not an image, through
Lack of feature / Merging duplicated records in Zoho CRM Custom Module
Hi, we really feel lack of a possibility to find and merge duplicated records in custom modules in Zoho CRM. Is it possible that Zoho is working on providing this feature to custom modules (to work the same as in Accounts, Contacts etc.) Kasia
Have macros insert into notes field
Current;y there is no way to use macros to insert data into the Notes field. I need this desperately.
"Unauthorized app"
i'm trying to save a flow having "Zoho Workdrive - File Created" as trigger. But I only get the message "Unauthorized app", and no other information about it! Could please someone help me on this? Thanks Luciano
Cant add a value on a custom fields with the datatype of lookup
I am trying to assign a value on a custom field with lookup datatype but upon checking the newly created Deals, the custom field is empty. I am using PHP SDK and here is my code in adding a field value on my custom field: $zohoCustomer = new $recordClass();
Zoho Desk - Work Mode Drag & Drop
Does the work mode allow drag and drop functionality similar to the CRM?
Cant shared or create the apps in creator from Z-one
HI, I am trying to add the 3 applications in the Creator from z-one but i couldn't .. it gives me this error as attached in the screenshot. Please let me know if you need other details. Thanks and Regards, Sidhant A.
How do I block a specific domain in Zoho Campaigns?
I have a list and whenever I send to it the .aol peeps complain - how do I block an entire domain from being sent to in Zoho Campaigns? Thank you in advance
Meeting analysis and report - feature request
is it possible to have a report of a meeting session with the list of participants and start-end time / duration of participation? Something similar to the analysis features already present in the webinar. It is very important to keep records of participants to a meeting, i.e. for paybill purposes... thanks
Can I get a deleted published form back?
I mistakenly deleted a published form. I know Support says that getting it "back" isn't possible, but has anyone tried and succeeded? Perhaps a redirect / openURL somewhere, from old to new? Old: https://creatorapp.zohopublic.com/account/app/form-perma/form/oldkey
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