New Features rolled out on April 13, 2022
Enhancement in White Label Solution White Label users can now do the domain mapping and domain verification from Zoho Analytics' user interface itself. This allows them to configure the White Label Solution in a secured and user-friendly manner. Click
Can only assign single user to feedback
In Zoho Sprints, you can have multiple assignees for bugs. In Zoho Projects however, you are forced to have a single assignee in Feedback tasks. We avoid using Feedback for this exact reason. When you link Zoho Sprints to Projects, the bugs in Zoho Sprints
[Live Webinar] How to use heatmaps to turn your website into a conversion machine
Hello there, Did you know that businesses that are customer-centric are 60% more profitable than businesses that aren't? Heatmaps is a powerful diagnostic tool to understand how visitors interact with your website and thereby help make your business more
Sales Order Related links
Hello! I'm a bit new to the ZOHO CRM. I have got a small ecommerce (store). I need to use just a few modules of Zoho CRM. Main tasks: 1)One module in which all my customer data will be stored. It will be synchronized from my Magento. 2)Second module with
Why the FORK did you have to mess with the calendar??????
You guys are killing me here since you decided to UNNECESSARILY "update" the calendar's look. Past events have contrast so low that they're hard to read. The above is better in dark mode, but without field and window borders, dark mode is hard to navigate.
Doe mee aan de Zoho CRM Meetup op 10 mei
Beste Community, Wij nodigen jullie graag uit voor de Fysieke Community Meetup voor Zoho CRM! Op 10 mei komen we bij elkaar in Veenendaal, samen met onze klant Salespassie en de Zoho Experts van Tactick. Onze experts zullen een live demo presenteren en
Calculate Average based of date filter
Hello, We want to calculate the average of rows that appear when a date filter is applied in a dashboard. Is there any way to achieve this? Thanks,
Import new account ID
Hello How can I import a csv of accounts without account ID's and let Zoho generate it ? I saw a previous post of people doing it themselves via excel but I cannot take the risk of having a duplicate by coincidence Thank you
How to open link in new tab with Canvas
Hey guys I'm trying to move our CRM to the new Canvas platform to make them look a little bit nicer. But I need buttons that open a URL in a new tab. I've tried things like `window.open(url)` but I get an error that says `window is undefined`. Is there
How to generate auto email notification when new Notes added to Zoho accounts?
Dear users, We have set up auto email notifications for various modules within Zoho to notify select group of users, each and every time a new entry is created or edited in parts of Zoho CRM. However, Zoho has no apparent provision for auto email notification
Auto language from email content
It would be an interesting feature that the Zoho mail autodetects the language based on the content of the email and it autocorrects automatically. Cause for multi-language users it is very annoying to keep changing language manually for every email.
Announcing Zoho Sign integration with Zoho Checkout
Hello, We're excited to announce the Zoho Sign integration with Zoho Checkout. With this integration, your users and associates can sign documents and collect payments in the same workflow. How setting up this integration works Key benefits: Removes
How can you set up Zoho mail to send SMS notification when email arrives from specific address or general domain?
I was wondering, if it is possible, and if you could point out where I can look, to set it up, so that I can have your server send me an SMS message/notification when I receive an email from a specific email address, AND/OR an email from ANY address at a specific domain. Where I work, it would make my life MUCH easier. I appreciate your help and look forward to hearing from you!
Permitted User Of Email
Hello there, so I'm trying to setup Discourse Forums, and I've ran into a little problem regarding the mail service. I'm using Zoho obviously and well apparently it's one of the harder ones to use. However I've been told I need to make sure that a user
Is it possible to delete child records when the parent record is deleted?
We created two custom modules in Zoho CRM. One is a parent record and the other is a child record (i.e. has a lookup field that references the parent). A parent can have multiple children. Is it possible to automatically delete the child records when
Zoho Commerce Store not updating/publishing changes
Hi there, I'm trying to update some of the pages on our webstore but the changes aren't being published. I've noticed that the product pages are buggy as well and sometimes take 4or 5 times before a change gets published.
How to start a scheduled call
Hi, we are starting to use the call scheduling feature but it seems that are are not using it correctly. I have read the documentation, but that does not help with my question. When I schedule a call, how can I start the call. There is no start call button,
We need the Tasks, Notes sync with Exchange ActiveSync
Zoho uses the Microsoft® Exchange ActiveSync® protocol to synchronize account content, but does not support Tasks, Notes sync. For user a better mobile access experience, we expect Zoho support Tasks and Notes sync as soon as possible. Email has become a vital part of everyday life.
Intégrez WhatsApp à Zoho CRM
Découvrez des applications triées sur le volet pour améliorer la puissance de vos solutions Zoho. Visitez la MarketPlace Zoho pour découvrir toutes nos applications, intégrations et extensions. WhatsApp pour Zoho CRM Suivez les ventes et le service client
CRM Mail Merge - break apart date for contract
I have a date stored in CRM for a vendor, which I need to break into separate fields in the contract. The field is called «Contacts.Contract Date» which appears as MM/DD/YYYY I need it to appear on a line of the contract as: Effective this <<DD>>
Checking impressions of job posting
Is there any reporting as far as impressions a job has show? or times its been clicked on for each respective job board? Like JazzHR has Wanting to switch but the interface is a little hard to navigate not sure if this isn't an option or I just cant
OAuth authorization enablement and Other enhancements in Webhooks
Dear All, Greetings!! We are deprecating the use of Authtokens and the same has been intimated in the Authtoken deprecation announcement. Further to the notification, we had also mentioned about the impact it has on the existing webhooks and migrating
ZUG virtual meetup - How to effectively automate engagement using Zobot
Hi ZUGs, We hope you are great and healthy. We are happy to invite you all to discuss the scope of using Zobots to increase engagement for your business on the 27th and 28th of April 2022 for ZUGs located in the California, Pacific, and Mountain regions.
Emails suddenly not being received
My email account suddenly stopped getting messages yesterday afternoon. This morning I started getting regular "Connection to the server failed or was dropped" error messages when using Outlook for Mac v16.60. Repeated activation of send/receive in Outlook
'Approvals' is now supported in the latest version of the Zoho Desk iOS mobile app.
Hello, In the latest version of the Zoho Desk iOS mobile app (v 2.6.5), we have brought in support for 'Approvals'. You can now create, review and approve/reject the approval requests for tickets from within the app. Also, you can now easily navigate
Getting Mail Error Code 550 when using Hubspot
Hi there. I just purchased Hubspot Sales Professional and linked my Zoho Mail account to create sales automated sequences. I enrolled a bunch of emails and this morning when the emails were being sent I started to get a lot of these errors. While some
I want to show in Zoho Calendar hours that are "reserved", but not yet booked, in Bookings.
I set Bookings Working Hours - n:nn to nn:nn. I want to show in Zoho Calendar that these hours are "reserved", but not yet booked, in Bookings. How can I do this?
Email newslatter
How to add the Email Subscription text field in the website footer or sidebar, to collect emails and send the Zoho campaign contact list. I used WordPress
Spam?
Is anyone else having an issue that when they do test emails it is going to spam? Our open rates for previous campaigns have been low, very few complaint/marked as spam (under a dozen). So it seems we have been landing in spam folders. Does anyone know how to fix? Thanks!
APIを参照して、CookieからZoho SalesIQ、またはZoho Campaignsに登録されている訪問者の情報を取得
APIを参照して、CookieからZoho SalesIQ、またはZoho Campaignsに登録されている訪問者の情報を取得したいと考えております。 前提として以下の手順を行いました。 1．Zoho SalesIQにてトラッキングコードを取得し、Googleタグマネージャーでホームページに埋め込む。 2．トラッキングコード埋め込み後、SalesIQにてトラッキングができているのを確認。 またホームページのコンソール画面からcookieの付与を確認。 そこで下記リファレンスについて確認をしましたがcookieから情報を取得可能かが不明でしたので、
Redirecting Customer portal
I would like to redirect Customers to their regular Zoho Client portal instead of the one in Commerce ( /account ) but haven't the faintest idea where to do so.
Display stock in Zoho Commerce without restricting order
Hi I want to display the stock available of a product along with the price on the Home page and the product page. Or an out of stock option but without restricting the user to order. How can this be done?
Offiline Payments
Hi guys, we use cash on delivery and bank prepayment. Can you confirm that only 1 can be configured? Or there is a way to configure 2 offiline payments? Thanks,
Create new task in a Zoho Connect board when an order is placed?
Hi all. I'm trying to figure out how to automatically create a task on a Zoho Connect board when an order is placed (using Zoho Commerce). I know it is possible, but I just can't figure out how to do it. Thanks in advance.
Can bundle products be made in zoho commerce?
I can see that we can create products and categories, but I want to make a kit or a bundle so its easier for my customers!
Security for multiple users
I would like to have one user create the form and another user to review the submission. The submission would contain sensitive information and should not be accessible by everyone. Does Zoho Forms support this?
Question about Backup / Restore
I want to know what options there are for doing backups and restores if they are required? I cannot find a definite answer anywhere on this. I am happy to pay a small fee to ensure this. Ideally it would backup nightly and a restore would be in my control. Look forward to hearing from you. Regards Kerry
Change company name on Zoho Business
How can i change the name of my company through zoho business ?
Is it possible to send parameters through the URL?
I need to send an ID through the URL but I don't know if it is possible, and in case it isn't, if there's a way to do something similar in zoho sites.
Which level of Sites subscription is included in Zoho One?
Which level of Sites subscription is included in Zoho One? I have a five-person subscription to Zoho One and only the "trial" subscription to Sites. Is that correct?
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