Email from CRM being Blocked or Marked as Spam by Google
In the last 24 hours we have noticed emails triggered by Zoho CRM are being blocked or marked as phishing by Google. Specifically the messages being block are ones that included a link with those links being replaced by the zohoinsights-crm.com domain
【4/13(水)15:00〜】Zoho サービス もくもく会、開催！ユーザーさまと一緒に設定やカスタマイズを進めましょう
こんにちは、みなさまいかがお過ごしですか？ 次回のオンラインもくもく会のお知らせです！ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ◎もくもく会とは... →複数人が同じ場所に集まり、各自が黙々と勉強や作業を進めるイベントのことを指します。 ※もくもく会の詳細は、以下のURLをご参照ください。 テックキャンプ ブログ： https://zurl.co/nDYa (外部サイト） ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 前回と同様Zoho サービス
What does the Modified Time in Stage History referring to and what can I do with it?
I would like to see a widget that presents the number (counter) of deals that changed to a specific stage in the last 7 days. How can I do that?
Inbound Marketing Strategies and Concepts Video Playlist
FBurg CRM has created videos about Zoho inbound marketing strategies. you can apply these to your Zoho marketing strategies. There is something for basic and advanced users. Here is the link to YouTube Playlist with 22 marketing strategy specifics. I
Only emails count as responses on a ticket
Is it possible to have either comments on the case/ticket or calling the customer count as a response?
Error when sorting ticket
Hello guys I'm having a big problem today, every time I try to triage a ticket I get this error. When I try to reload the page and try the action again, the same thing happens. I need some quick help on this. Yours sincerely, Fabio.
Sorting of UNGROUPED PROJECTS by Project Number
Hello, Is there a way to improve the sorting of data based on the selected field. In my case, I want to sort by the "Project Number" (this is a custom number field created). As seen on Figure A, this is sorted, but when I go further down, on Figure B, other projects is not sorted, whereas, it should be sorted by all the projects. Figure A Figure B
Possible to Filter a Zoho CRM Lookup Field
Is it possible to filter a CRM lookup field onload? If not possible, is their a good workaround? I'm basically trying to pull all cases with status of "New" from the CRM so a user can select one for updating. We have about 5000 cases but only ever have
Get User Language
Hi, Question: How can I get the User Language via Deluge Script. Use Case: The user set up the language to A. Then the user opens a form. In this form is a Note field in language A. When the user change the language settings to B the Note field change to language B. Solution: Set up localization settings with language A and B Create a Workflow when opening the form Create a If/else deluge script depending on the user language settings when opening the form Change the input.note value to whatever
Error with custom function in Zoho Flow
Premium support provided me with code to post an expense in QBO using custom function in Zoho Flow. I get the error in screenshot. Support haven't been able to assist for about 2 months. Can anyone help?
Zoho Lite Mail daily limits?
Hello, I'd like to know what are the daily limits for sending out emails using the Lite Mail plan. I am using Apollo.io for sales prospecting and I configured it to send out 240 daily emails to prospects with 90 seconds wait time between emails but I
Limit on atached files
Hi, Zoho Books, allows me to upload 5 files of 5Mb each. Is there any way to increase that limit? Regards, Julen Durán
MX, SPF, DKIM records issue
I am having some issues with verifying the aforementioned records. Adding the records prompts a fail message. I read the “learn more” section regarding the records, but haven’t found a solution. I need assistance with solving this issue and I appreciate
Does Zoho campaigns have the option to send interactive emails to subscribers/customers?
Interactive emails remove the need for subscribers to click through to a website, eCommerce store, or another application to complete the action for conversion. By removing this extra step, prospects can convert faster by sending interactive emails to
Copy customisation - Zoho
This is regarding Zoho copy customisation. site Is there any way to prevent developers from directly making code changes in Zoho People production account? I understand that custom code are written within the deluge editor. However, for future change
What functions can be created using Workflow Rules ?
I have been trying to understand the workflow rules in projects, but there is no certain example I found knowledgeable. Please provide some real project examples so we can understand how and where we can use the workflow rules. Thanks
Developer Space Functions Showing Associated Even After Removing Association from Workflow Rule
I have struggled with figuring out how to properly disassociate a function from a workflow and subsequently delete the function. Case and point, attached screenshots show the function "Employment Field" associated to an automation action when it is no
CRM Custom Fields sort
is there a way, in functions, to pull the list of a CRM module and sort it by one of the fields contained within it so that you can use "for each" to go through the list by that field? I am trying to sort my list by one of my custom fields so that I can
An admin should be able to make any members follow anything (tasks / task lists etc)
Experiencing so many limitations in Zoho Projects at the moment like I can only follow task lists for myself so in order to get various team members to follow something, I have to message them in Cliq and ask them to follow a task list (before I assume
Can i get purchase orders list filtered by two status (open and billed) in one api request?
I am trying to get a list of purchase orders billed and open in one api request but i cant, i already tried with "https://books.zoho.com/api/v3/purchaseorders?organization_id="+str(orgid)+"&status=open&status=billed&vendor_id="+str(idVendor)" , "https://books.zoho.com/api/v3/purchaseorders?organization_id="+str(orgid)+"&status=open,billed&vendor_id="+str(idVendor)",
Last move alert on opportunity
Hello Guys, I would like some help, I can't generate an email alert that an opportunity has not been updated for more than 30 days, can anyone help me?
A Complete Overview of Zoho Analytics
Zoho Analytics is one of the finest self-service BI and data analytics software that allows you to analyze data, create amazing data visualizations, and discover hidden insights within minutes. It provides cutting edge analytical solutions that are needed
Create a Capacity Schedule in ZOHO
I want to create a capacity heat map in ZOHO. The first step was to develop this query (below) to determine the "Capacity Start Date" , "Hours p/Day Remaining", and "Scheduled End Date." Now that I have all that, I want to create a new query that will
Getting "ther
We recently noticed that events on our zoho calendar (for ONE USER) was not syncing to his outlook calendar. We tried to restart the sync, but now notice that we get the following error when we try to turn the integration on. Any ideas??
ZohoDeskPortalServices integration error
Hi Team, I am facing this error while integrating ZohoDeskPortalServices pod with latest Xcode 13.3.1 and using swift 5. Please have a look. Thanks, Balram
An email address only to forward ?
Hello, I have got my zoho account with my own domain setup ; is it possible to define a mail account without any storage ? It only forwards the mails to another address ? It is a domain name for my family and the members want to keep gmail, yahoo and so on... Thanks
Zoho CRM : partager vos enregistrements avec les rôles et les groupes
Bonjour à tous, Comme le savez, un enregistrement individuel peut être partagé avec un maximum de 10 utilisateurs via un partage privé ou avec tous les utilisateurs de l'organisation via un partage public. Avec notre mise à jour, nous avons étendu la
Please consider integrating missing Zoho apps under Tasks section
Hello, We just started using Connect as part of our Zoho One packages. I really, really like that the Tasks section also shows tasks from Projects, CRM and People. It would be really nice to finally have a Zoho app that shows all of a users tasks and events throughout Zoho apps in one place. Please consider also adding more here such as: - Tasks from Zoho Desk - Tasks from Mail Thank You
Is it possible to set the Company Wall or Network Wall as the default feed in an external network?
Is it possible to set the Company Wall or Network Wall as the default feed in an external network? I see it is possible in a private network. I run a good sized external network where it would make VERY good sense for our users to land on "Main Street"
Time stamp incorrect time
Hello - The date of the auto time stamp is correct, but the time is off. I have set and double checked our timezone in the settings area. But the time stamp is off by at least 2 hours. I haven't really looked for sure. I need to know morning/afternoon
Sales Month on Month & YTD Sales Excluding Current Month
I have sent this through to Zoho Support however so far they havent been able to come up with an answer. I have 2 problems to solve as follows: Sales Month on Month Calc I would like to create a widget that shows the sales for last month (e.g. Mar 22)
Clients Cannot Login to Zoho Project as they use Zoho's EU Data Centre
So, I have encourage two clients in the UK to move across to using Zoho Mail over their other mail systems. We organised all their emails to be migrated. We recently decided to move all our project management and invoicing systems from Asana and Everyhour
Is Zoho adding mail automatically to whitelist?
When I'm writing new email from my email client or mail.zoho.com, receiver's email address is added to whitelist. When I go to Settings/Anti-Spam/Whitelisted Email and I can see all adresses I was writing to. Is it normal? How can I turn it off?
How to change the field lists for contacts in the account view.
On the account view, how do you change the fields that are shown for a contact. I want to show the title and the default is the Contact name, Email, Phone and Mobile. Thanks in advance, Ward
Web Clipper Layout
Is there a way to show web clips as a list versus cards similar to Diigo, raindrop.io and other clippers?Just seems the cards are not adding value when saving bookmarks that could be 100's in number
What's New in Zoho Subscriptions - April 2022
Hello everyone, This time, our updates are focused on report enhancements, and some payment-related self-service options for your customers. Here's what's new: Net Customers Report The Net Customers report is useful for identifying the total number of
Opening Balance for Customer as Credit Balance and Vendor Debit Balance
Hi, I am facing issue to entry for Opening Balance for Customer as Credit Balance and Vendor Debit Balance. In the Zoho books no option directly. I was confused to entry in credit note as not understand which account should used .Please guide step by
Emails not going to gmail accounts
Hi, can't seem to send emails to some gmail accounts. I've redacted all emails. This is the message that shows up : Message blocked Your message to has been blocked. See technical details below for more information. The response from the remote server
ZohoCRM API V2 /w PHP SDK 3 - INVALID MODULE
I'm trying to add a SalesOrder to Zoho CRM via the PHP SDK3. So far I have Zoho connecting, and I have successfully created a "Lead" based on the sample code. Now I am trying to get a SalesOrder created in the system but am hitting the exception: API_EXCEPTION
Tip #7 Applying a preset credit card charge to a sales order
Good day! Previously, we saw how we could automate vendor notification emails against purchase deliveries. Today, we will see how we can apply a percentage of the total amount as a credit charge to your sales orders. How does it work? Well, we add a string type custom field to capture credit card charges to the sales order module via preferences. Then we navigate to custom functions under automation, we specify the value for the custom field (yes/no) and set a percentage for credit card charges to
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