Sending Quarterly Emails
A lot of our processes work on a quarterly (every 3 months) cycle, and we'd like to use campaigns to send emails based on that. I'd like the option to send (the same) emails every three months. I was hoping that the cyclical autoresponder would allow that, but it seems to only allow "every 1 month", not "every x months". Quarterly is also not an option. Given this, what's the best work-around?
Can not filter List View via ID
@ZOHO Creator Support Team: While doing some experiments, I found that while I can do this ... http://creator.zoho.com/scriptedlogic/myApp/#View:myListView?Country=Kenya ... and get ZOHO Creator to display the View with just the record with matching Country field value ... I can not do ... http://creator.zoho.com/scriptedlogic/myApp/#View:myListView?ID=xxxx9000000123yyyy ... xxxx and yyy have been redacted here for privacy reasons ... ZOHO Creator returns ALL records in myView. Was this always so
Emails not sending through candidate page
We're using templates to send emails out through Zoho Recruit. We click on the candidates profile, click send email, then choose the template we want. When we hit send, it says cannot perform action at this time. Please contact support. Support couldn't
Unable to send emails using Zoho Desk
Whenever trying to send emails, reciving an error message as to try again.
Automate Send Ticket Attachments
Good day Zoho Team! Is there a way to send ticket attachments automatically every time agent attach a file to a Ticket? Looking forward for your response. Thank you. Best regards, Lizz
Re-assign a ticket to the last responding agent automatically
Hi Zoho Team, How can I re-assign a ticket to the last responding agent automatically? Thank you, Regards, Alvin
Permissions Settings - Export ? API ?
Is there any way to get the raw data of what forms/reports/pages are available to different customer permission sets? I have hundreds of forms/reports/pages and about 30 different permissions sets, I'd rather not have to try and manually work through
how do i rename a form?
i'm using zoho forms - not using creator - and i can't find a way to rename the form. i'm looking to rename it right here:
Faites en plus grâce à des intégrations - Zoho Projects
L'intégration entre logiciels vous permet d'avoir une synchronisation rapide et fiable des données, ce qui élimine également les redondances et améliore l'efficacité opérationnelle. L'objectif est de connecter différents éléments de diverses ressources
Public invitation link for Guests to Zoho Connect group
Hi, is it possible taht i can create a public invitation URL so that people who follow url can participate group. This is very convenient for guest access because you dont need to know email address of guests. (Eg. Whatsapp group invitation link)
How to go offline in app
When a HelpDesk agent is signed in and online, tickets are routed to them. In the web interface, I click on my portrait in the top-right and can set my status as Offline in the channel I get notifications from. How do I do this in the mobile app?
Blog List Layout
Is it possible to change the layout of the blog listing page?
Sender address rejected by the serve on my iPhone
Hi there, I've had my account for more than a year and used my iPhone X mail app to send/receive emails with zoho. In the past two weeks, I have been unable to send emails through my phone. The error message says: "Unable To Send Mail A copy has been
Request that the product edit page be reformatted in a split Master/Detail type format for more efficient data entry
Hello, Being that many of the products I sell involve a large number of variants, I've often times found myself cursing while entering a range of new variants because of the fact that you are constantly having to click on the variant's edit button, which
Tip #5 - Share Your Snapshots On The Go With Screen Grabber
Sharing becomes easier than ever! Right when you think of sharing a file, document or an image, you generally take a screenshot, save the file in your drive and find buttons like 'Upload' or 'Attach' to share it with your team mates. Doesn't it look like one heck of a time? Well, let me take you through a quick tour on how sharing a snapshot becomes fun with Zoho Projects. Have you ever noticed a small TV screen icon at the bottom right corner of your status bar? That's where the magic of sharing
Configure for fewer email notifications of Zoho CRM tasks
I get a lot of system generated emails for tasks that I don't need to be notified about. In the long term I will have to convince developers that the vast majority of those tasks don't need to be created, or at least that I don't need to be notified by
Issues when trying to retrieve records from the Activities and Tasks API endpoints
I am trying to send a GET request to the Activities and Tasks modules. Due to the use case, I want to specify all the fields I want to retrieve in the “fields” parameter in the request. I retrieve all the existing fields by previously sending a request
[TYIA] Zoho Desk using Deluge
Hope all is well. I would like to learn systematically to develop Zoho Desk using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.
Zoho workspace integration with Cliq
When will the feature to integrate Workspace folders with Cliq channels becoming? We are moving from Teams to Cliq but not having team folders embedded in the chat/channel is a limitation.
Type of product in conversion rate analysis
Hello! In the Analytics module, if I select a component of the funnel type, is it possible to get the conversion rate by product type? Conversion rate, goes from Leads to confirmed sale. The option available to discriminate, is the data contained in the
#12 Zoho Books Digest
Hello readers, Hope you're having an awesome day! We're back with the 12th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoholics in Saudi Arabia Join our regional partners, industry & solution
Outlook IMAP slow folder sync
Hi! Since 26.09 we experience following problem: new emails syncs into folders with delay. Before 26th of September mails appeared instantly in inbox, now it takes from 30 minutes to infinity. I see new mails in webmail but none in Outlook. Closing and
How to right click when using assist app on iPhone
I have not been able to figure out how to ‘right click’ when using mobile app. I’ve looked for settings to change, tried double taps and long taps, etc. Am I just not tech savvy enough to figure this out? Any ideas?
CASH PAYMENTS MADE OR RECEIVED
While recording Offline Cash payments or Receipts, if mode of payment is CASH, please make the default account for transaction (deposit to / payment from) as Cash on Hand / Petty Cash account. Every time it selects a bank account by default which is not
Roll-up Dashboard
Hi Brainstrust, I have several (about 10) workspaces that are used for different Regions. Each region has it's own discrete data, although the data tables are the same structure in each of the workspaces. Each region makes bookings, and has costs associated
Zoho Books - projects without time tracking
Hi I am new to Zoho Books, we are a construction company and we execute projects for customers. Each project has customer invoices and all bills, expenses are categorised to the project. We need to keep track of project viability, see profit levels etc.
What is the difference between "CONTACT" contact_id and "INVOICE" customer_id
When I'm creating the Invoice it is asking the "customer_id" and I created the contact person, get the "contact_id". I try to pass this contact_id to create invoice but it is throwing the error { "code": 57, "message": "You are not authorized to perform this operation"
Email Notifications not sending!
So this is something I noticed today, but apparently was an issue since a few days now! We have a bunch of workflows that notify Salespeople about new Leads or upcoming dates. I realized that me and my team have not been receiving these for quite a
How to get Zoho CRM parameters in a widget?
I have a related list widget that is currently in the deals module of my CRM. Within that widget, I'm using HTML to try and get certain Zoho parameters but whenever I access any record, in the console I get a message that says "Uncaught ReferenceError:
Export Zoho Contacts directly to Whatsapp
Hello everyone! Any idea how i can export our zoho contacts directly to our whatsapp busines? Thank you
Zoho CRM Price Book In Different Currency
Hello all, When reading and evaluating Zoho CRM I was left with the impression that you cannot have mutiple currencies in Products, but this can be overcome by having Price Books in different currency. However when creating Price Books I can only make
URL invoke Error
Hi there, I need help. I'm getting an error. "Given index 0 is greater than the list size Line:(18)" Essentially I'm trying to Get a user, and then update the same user. The list is to iterate through a list of users I have. Help appreciated! payload
Related List Question
I have a questions regarding the level of Related Lists. Use Case Example: If I have a SKILLS LIBRARY module, a COURSES module and a STUDENT module. The STUDENT and COURSES library are linked together with a linking module. So...when a course is delivered
How Do I Add Events to a Contacts History?
I'm newer to zoho and still not sold on it. How do I add events/an event to a contacts history. When certain events happen in CRM it is added to a timeline/history. Can we add events to that timeline ourselves in anyway? Hopefully zoho has a built
Zoho Campaigns API
Is there a way to get by email address, the number of clicks and weather they clicked on a link? I would like to get the same information that is integrated into Zoho CRM. Bob Lozinak Twelve/Three Marketing, Inc.
Need help registering a Opmanager
I need to register the attached license files for Opmanager. I am unable to find the "register" button to get this done.
Filtering the date as in write query
Hi Zoho Team, iam experiencing to cannot resolve how to filtering the date as in Query as below e.g date filter in query "2022-02-01 between Date_Arrive and Date_Depart OR 2022-02-05 between Date_Arrive and Date_Depart" in this filtering we can have
Unwanted accountant access
Hi I run an accounting firm. One of our client who provided us accountant access has since closed business. Unfortuntately he has not cancelled the accountant access given to me and I am not able reach him to resolve this. I would like to get this accountant
[TYIA] Zoho Project using Deluge
Hope all is well. I would like to learn systematically to develop Zoho Project using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.
[TYIA] Zoho SalesIQ using Deluge
Hope all is well. I would like to learn systematically to develop Zoho SalesIQ using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.
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