How to prevent agent action if a linked CRM date field is in the past
We have support contact dates. These dates are held in CRM and are linked into Desk. I want to prevent agents from taking action on the ticket if the support contract date is in the past. This could be by disabling a button, showing a popup, anything
Compose Mail Window has tiny writing area
The compose mail window now has a tiny area to write the email, Making it full screen makes the area wider, but not taller. I can currently see about 8 lines of text at a time in the email. This just started today. How can I revert to yesterday's
An Overview Of Zoho Cliq And Its Features
It comes off as no surprise that the implementation of Zoho CRM comes with much better and streamlined business operations. Zoho is known for making exceptional-quality and cloud-based business software applications that do not cost much. The team chat
Zoho People Newsletter - April 2022
Hello Everyone! I hope all of you are doing well and staying safe! Zoho People's latest newsletter is out now! Check out our April newsletter to know everything about Zoho People's latest features, upcoming features, webinars, nifty HR tips, and many
Zoho Desk and Bugtracker
So I have just recently implemented the integration between Desk and Bug-Tracker. I am testing the two products together for a support team. What I was wondering was if there was any way for the resolution of a bug automatically update the ticket in the
Change module description on the knowledge base
Hello Community, I'd like to be able to change the little description on my KB here : Can you help me ?
[TYIA] Zoho CRM using Deluge
Hope all is well. I would like to learn systematically to develop Zoho CRM 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 Campaigns using Deluge
Hope all is well. I would like to learn systematically to develop Zoho Campaigns using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.
The Zoho Creator 6 - 100Rails Manifesto
Hi Folks I thought if I DON'T ask I will never get , so below is a list of FEATURES or FEATURE CHANGES that I have been thinking about for a while with ZC 5 that I wish were being included. I have listed below some areas that I think need rethinking: SECURITY needs standardising on Profiles that can be SHARED and new users INVITED programmatically. Do NOT tie menu sections to security. Improve the profiles with deluge commands. USER INTERFACE needs improving for Developers as the number of clicks
Multiple Reply To in Mass email
I need to send a mass update to a group of Contacts. It's important that when a Contact replies to the email that they can click Reply All and reply to the Sales Manager as well as the Customer Service Rep. It's important that both the Sales Manager
Delete huge attachments from my attachments list
I sent a video to my family but they weren't able to open it without creating a Zoho account. I resent the video to them using another service. The video was uploaded as a "huge" attachment. I've deleted the email the attachment originated from. I also
Integration with Zoho CRM
Hello. The features of February (https://www.zoho.com/teaminbox/whats-new.html) state that you can integrate Zoho CRM with Zoho TeamInbox. However, if I try to open the 'Learn more' link, I get the following message: The requested page could not be found.
Run a script on a date range
Greetings all.... I need to write a script that runs on a range of dates. I understand how to use the for each record and for each list value but I can't figure out how to iterate a script based on a date range. For example: The user enters a start date and end date... The script runs a series of actions (if then statements) based upon each date in the date range. Thanks in advance for any help you can offer. Joel
values are empty on the field of report
Hi, I have created ticket from the help center, but the fields are empty in the report PFA.
sending campaign email to internal users
Is it possible to send a copy of newsletter we send to our client, to our internal staff as well? I've created a mailing list for internal staff and included that with our "client email list", the newsletter went to the clients but not to internal staff.
Zoho Campaigns 'envelope-from' address in email header is blocked by spam filters
Emails sent out by Zoho Campaigns seem to be blocked by spam filters because the 'envelope-from' setting in the header address is not correct. With 'Reply Tracking' disabled, and 'Sender Address' and 'Reply-To' addresses set to the same email address, and senders domain and email correctly authenticated, ZC uses a '.....[@]zcsend.net' email address in the 'envelope-from' field instead of the Sender Address. This seems to be picked up by spam filters and blocked. Can this be fixed?
Server IP 135.84.80.196 listed as abusive
During the last days we have problems sending emails with Zoho to some specific adresses (Email domain sumax.de). When we send to this domain, we get emails back from mailer-daemon@mail.zoho.com such as E.g. at (Montag, 20. November 2017 12:55) This message
Subscriptions with monthly billing but minimum committment term
How can I prevent customers from cancelling subscriptions that have a minimum commitment, such as software subscriptions that I bill every month but in which the customer has a one year contract? Thank you!
How to export project information to get a final Project Document as a delivery?
Greetings, I hope find all doing well and safe! In the conclusion of a project, we have to send a Project Document to our clients, with all descriptions (each milestone, tasks, subtasks, notes, attachments, logs, comments, etc) making a kind of Project
Add lead owner email to Custom field
I am building some automations that will require the lead owners email to be placed in a field when I move some information out of the CRM. How can I go about mapping the lead owner's email to field in the record?
Merge image or attachment from CRM
Is there a way to merge an image (either from a field, or from the attachments section of a record) into writer? I cannot for the life of me figure out how to do it.
Exporting one calendar includes events from another
I have several calendars set up in zoho (billed events, unbilled events). The way I work with calendars is that I enter all my events in the "unbilled" calendar, which happens to be my default calendar. Once I bill an event, I switch that event to the
Show Tickets based on Team but assigned to individual agents
Hi, we have the following scenario: Ticket is created and via direct assignment assigned to a team one of the team members assigns this ticket either to himself, to an agent of the same or another team the assignment of the team disappears an only the direct assignment to an agent is shown we would like to check how many tickets are assigned to agents of certain teams Example: Ticket 1 assigned to Agent A of Team Z Ticket 2 assigned to Agent B of Team Z Ticket 3 assigned to Agent C of Team Y We would
Look-up Fields from Zoho Sheet View in CRM Removed: Work around
Looks like Look-up Fields in Zoho Sheet View have been removed. Hoping this feature comes back ASAP. Now I'll need to do export and imports to mass update data, which will take a lot of time.
No Delay emails in journeys are NOT exactly no delay.
Hi Everyone, I just got off the phone with MarketingHub support and felt that the information received needs to be communicated loud and clear. As many of the other people in this forum, I am working to get MarketingHub doing my heavy lifting with leads and hopefully making me look like a super efficient superstar even though we are a 2 person office. Anyway, what I just found out has made a big difference in the way I will set journeys up. I know that the app has issues, but I also know somethings
Auto Save when user goes to next page
Is it possible to auto-save the form when the user goes to the next page and save it as an incomplete form if the user doesn't complete subsequent pages of the forms? This would enable us to capture partial leads.
Not receiving certain Emails
Hello ZOHO team, Can you please help me validate why I can't receive all emails, I can send with no problem, however, I cant see the reply or any new message.
Tracking the reaction of a mail is not working
Hello. I have created a workflow which needs to track to kind of responses: 'opened' and 'clicked on any link'. If someone is only opening the mail, the following step (field update) is not performed. However, if someone clicked on the button within the
Scheduling Holiday in Zoho Projects
Is there anyway whereas we schedule holidays within Zoho projects and we will receive a warning or message whether we schedule a deadline on a holiday? I want to have a warning or message if we scheduled a deadline of the project on a holiday.
EMPLOYEE REFERRAL PROGRAM
CAMPTRA TECHNOLOGIES LLC Employee Referral Program is a recruiting tool designed to encourage Camptra employees to refer qualified candidates to fill open positions at CAMPTRA TECHNOLOGIES LLC. Eligibility Current employees of Camptra Technologies are
Zoho is slow on the backend, causing issues with my workflows
In the past 30 days or so I have experienced multiple issues caused by slowdowns in the Zoho backend. These issues are never shown or reflected on status.zoho.com and it is only after spending a significant amount of time with your support team that
Calculated age with no DOB
Hi, I currently use this formula to calculate age using DOB: Year(Now())-Year(${Candidates.Dob})-If(Month(Now())*100+Dayofmonth(Now())>= Month(${Candidates.Dob})*100+Dayofmonth(${Candidates.Dob}),0,1) However, not all clients have a DOB value available,
Importing details from insightly crm
Hello I am looking at seeing if it is a viable option to switch my crm from Insightly to Zoho but have hit a snag when attempting to import historical data from Insightly. Currently my Insightly contains all my customers and their visits related as well
How to attach a file from zoho workdrive when i send and email
hi i have a question how can i attach a file when i send an email this is my code i made an invoke url but doesn´t work or doesnt attach the file that i have on workdrive thanks etiqueta = invokeUrl [ url: "https://workdrive.zohoexternal.com/external/52nKCovLv7b-LNLhw"
myrescon.com is not working
Hi, I have purchased a domain on zoho sites, myrescon.com I have configured it on zohosites. But when I publish it, there is nothing opening. It just says there is an error
Looking for advanced support solution for support related issues
Hopefully I can explain this correctly. I'm looking for an answer on if this can be done and if so, which app should I use. I'm currently in Zoho One free trial. We are IT focused with many different types of equipment in the field. Scenario: Customer
Optional Attendee's
We would like to have the ability to denote optional vs required attendees for Zoho Meetings. Or am I not seeing this on our meeting options.
ZOHO Python SDK not persisting OAuth token
Hello, first of all, I contacted ZOHO Support 14 days ago. No answer. Kinda disappointing to be honest. I am currently using the zohocrmsdk2-0 in version 4.0.0, installed through pip in a virtual env. with Python 3.9.7. I can successfully run the method
Tip #8: How to create and manage Tasks from an email in Zoho Mail
Often we all receive our tasks via emails. Zoho Mail provides a simple way to easily manage such tasks and have them linked to the original emails. You can create Tasks from emails, post them in groups, assign it to someone, and discuss about the Tasks using comments. Steps to create Tasks from emails and collaborate with them: Right click on the email from which you want to create the task. Choose the option Add to >> Tasks from the menu. Add Task dialog appears with the Subject of email as
Can you sync tasks between Zoho Mail and Connect?
Is there a way to sync the tasks in Mail and Connect? I know some people may prefer to work out of one or the other and would like to be able to sync a task assigned in Connect to their tasks in Mail and vice-versa.
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