Contacts Modified By problem
I am looking at contacts and have sorted by "modified time". I have hundreds on contacts modified within a 1 minute period all "modified by" accounts that are, and were, inactive. Does anybody know what is going on here?
Is there a way to add a chat option to the webinar?
I held my first webinar yesterday, and people kept saying they couldn't see each others questions. I see the Q&A is only visible to the poster and the host. Is there a way to make it into a chat box? Most webinars I attend, people can see each other's posts so it's like a conversation. I asked for responses about whether they could see my shared screen and hear the audio, and people responded and it showed up as a question. I'd much prefer a chat box to a private Q&A during a group presentation.
Zoho One Tips & Tricks 05: Groepen aanmaken
Groepen worden in Zoho One gebruikt om het gebruikersbeheer te vereenvoudigen. Met groepen kan je app-toegang verlenen aan en beveiligingsbeleid afdwingen voor meerdere gebruikers tegelijk. Daarnaast kun je, als je bijvoorbeeld Zoho Mail hebt toegevoegd,
Focus Group webinar - New Sales Forecasting in Zoho CRM
Hi there, Setting targets is unarguably a vital part of any sales process. But how often do we track or measure it? More to the point, how often do we know what sort of outcome to expect? Zoho CRM enables an array of data collection from multiple pipelines,
I unable to receive emails
I am able to send Emails but I unable to receive emails; returned error ( 550 No Such User Here. how to fix it ?
Collaboration transparente au sein de Zoho Projects
Les projets dépendent certes de votre budget, mais ils dépendent encore plus de vos collaborateurs. Plus précisément, les projets dépendent d'une collaboration efficace. Dans cet article nous allons découvrir les différentes manières dont Zoho Projects
What is the rounding logic is for invoice total calculations?
Hello, So I know Books has the option of either rounding to whole numbers or rounding to 2 decimal places. I prefer the 2 decimal places option, but I'm trying to understand what is the logic for that. For instance, if the calculation has a an absolute
The "Events" module has been renamed as "Meetings"
Hello everyone, We have renamed "Events" under the Activities module to "Meetings" because in CRM events are predominantly used to conduct meetings for different sales activities. Overtime, the term "events" has been often misinterpreted as business gatherings like user conferences or hackathons, therefore, to avoid confusion "events" will be displayed as "meetings" under the Activities module. PS: There will be no change in the functionality of the feature. Important Dates Existing accounts: The
Can I select a data centre?
Hello, I'm in the process of migrating a domain and 15 users from Google Workspace to Zoho. I notice that the free Zoho account I opened a few months ago (for testing) says I'm hosted in the United States data centre -- but I'm in the UK. I would prefer
Data centres
I'm in the process of migrating a domain & users from Gmail to Zoho. I have emailed support twice in the last 3 hours but no reply - and I posted a question here - which seems to have disappeared. Could anyone please advise on data centres? I'm in the
Data Migration says 'Add accounts to start migration' but I have
I have been trying - unsuccessfully - to migrate 15 new users from Google Workspace to Zoho. I have set up the API correctly, filled everything in, created the new users in Zoho - but when I go to run the migration tool it says "Add accounts to start
Associate a new Account to an existing contact in bulk
Hi, I would like to associate a new Account to an existing contacts in bulk I see this is currently not possible - see article https://help.zoho.com/portal/en/kb/crm/faqs/sales-force-automation/account-management/articles/how-to-associate-contact-with-account-if-contact-is-created-before-the-account
APPLYING CREDITS to invoice
How to apply credits to overdue invoices using custom functio when a credit note is created
Zoho Mail migration from Exchange - continuous synchronisation?
When doing a migration from on-premises MS Exchange Server to Zoho Mail, is the new Zoho mailbox kept in continuous sync with the Exchange mailbox? I.e. can I start the migration before the actual cut over to Zoho Mail, and then, once the contents of
How to add a looping autoresponder in 2022?
How do we set up looping cyclic workflows? In my soon-to-be-former CRM, I offer a daily reading email that goes for about 220 or so days. Then it loops, starting at the beginning. I see that Zoho used to have a "looping reminder" functionality. But they've
Drag and drop blocks in details preview
When putting together the details view for records, it would be nice if we could easily drag and drop the boxes into the order we want. It is such a pain to have several blocks arranged just how you want them, only to realize you need to move (or add) a block to display in a different order. Mind you, the drag-drop might prove to be cumbersome (especially if they are large blocks containing many fields), so perhaps an up/down arrow set to allow you to sift the block up or down as needed. Also,
Calendrier iphone
Bonjour, Comment ajouter le calendrier zoho sur un iphone pour gérer son agenda depuis l'iphone ? et que cela mette a jour zoho Cdlt
Upcoming Features for Zoho Subscriptions
Hello everyone, Zoho Subscriptions is set to receive a massive update, with a bunch of new features and usability improvements. This update will also provide a shared user experience with other apps from the Zoho Finance suite, such as Zoho Books or Zoho
Job request form
We are receiving multiple requirements from the client as well as internally it would be better if you could provide us with a feature so that our sales team and our internal technical managers can fill a job request form or maybe they can request a ticket.
Using multiple Assist accounts
I use Zoho Assist to support my customers' computers. One of my customers would like to switch to Zoho from Logmein to access his office computer. He got his own Zoho Assist account but we cannot get it to work. When installing the deployment on his office computer a prompt to replace access from my account to his came up. Not wanting to eliminate my ability to support his computer from my account, the prompt was answered with NO. So now, when he logs onto his ZOHO account, his office computer
Cannot connect to Instagram or Facebook via Social Media
Zoho social. Is this common for Facebook and Meta to constantly break the API so that we have to reconfigure everything? I DO have admin rights to this page on Facebook.
I can't compose or reply to emails
Hi, I can't compose or reply to emails from the zoho.com website, but I was told that my account isn't blocked. I missed a call from Tech support to help me resolve this issue via desktop support. Can someone please call me back? Please write me at info@mhprocurement.com and I'll send you my phone #. Thanks in advance
Unable to send emails
When I tried to send out emails, it shows “reason 553 relaying disallowed invalid domain” I have already renewed my domain yushengcouseling.com, so I wonder what seems to be the problem? Please help!! I have a time-sensitive email to send, thanks!!
add custom field inside books email template
I need to add custom field inside the email template when I send invoice to my client. I created a custom field Name: Objet from Invoice Setting and this custom field appear in my invoice, no problem, but when I added the %Objet% inside my email template
Beginners guide to connecting to external services via API
I am ok at writing functions, connecting to existing services and the likes from CRM. The bit that completely escapes me is how to set up a new service. I have read documentation and forum posts, but I just can't seem to get my head around it. Does
Forms sent to different emails
Hello, I work on small websites for people and have a contact page on several of them. I am hoping to purchase a plan with you but I can not find where and if I can update the person's email that will receive the contact information from the soho form.
Uploading Target List to Zoho CRM Campaign
When a Target list (file) is added to a Zoho CRM Campaign does the system search for and eliminate duplicates or will a duplicate record get added automatically?
How to update conditional dropdown in a deluge script?
I have a conditional dropdown in my forms (Single select drop down buttons configured as described here: https://www.zoho.com/creator/help/fields/configuring-conditional-drop-downs.html) and need to be able select their values in a script. Script is called
Add/ split X axis
I have the following requirement Y axis - sales X axis - state Department Color- product I want to plot a graph , showing sales on y axis and splitting X axis in to two axis [ state and department ] and in color in need to differentiate
Zoho Expense: Product Updates - April 2022
Hello customers, We're back again with what's new in Zoho Expense. While we were in the works of enhancing your expense management process, we came up with a slew of new features this month. Do check them out and try them for your organization. Standard
Prefill data for multiple clients on one form
I am wondering if it is possible to create a form in templates (or anywhere else I can email documents from), where I can add multiple clients' names to a table, and have Zoho prepopulate the table with the client's data? I know it is possible to do
Tracking Modified history
Is there a way to track the history of when leads were modified, as opposed to just being able to see the last modification date?
Stripe ACH payment support
Would love to see Zoho Books integrate Stripe ACH payments. Any chance on this happening? The only two processors that Zoho allows ACH payments through are Authorize.NET and Forte, and both require a monthly fee, whereas Stripe does not. With Quickbooks
Unable to Export Quotes or Sales Orders Product Details
I am in the need to Export my Quotes / Sales Orders into a CSV the Export from data administration works, but it does not provide "Product Details" these are the line items for each order. I've gone through several avenues trying to do this, and the
Tip #6: Añadir clientes al centro de ayuda de Zoho Desk
Tips and Tricks #6 para Zoho Desk, por Lorenza Pasca ¡Hola, comunidad! ¡Bienvenidos a este nuevo capítulo de Tips and Tricks de Zoho Desk! Un espacio dentro de nuestra vibrante comunidad para compartir consejos y buenas prácticas sobre las aplicaciones
How do i set the the clock to a 24 hour format?
Hi Guys I need to set the clock to 24hour format. I can't seem to find out where to do this? regards Bruce
Importing Sales History
Hi, Is there an option or a guide to importing previous sales orders with associated products? I see that you cant directly import within the module? Its an export from an old website, where the data was never imported but it would be good to get the
Model diagram add relationship path
Hello, How is it possible to add a link in the model diagram (a new path between 2 data tables) ? In attachment the link exists for the dates (in green) but I would like to link "user" to "visits report owner" (see red link). I cannot add a path in "configure
Update contact numbers from ticket
Would it be possible to update the Contact phone information from the fields in a ticket, ONLY if the contact numbers are empty? The scenario is that on the ticket, I have the phone number set as mandatory. It happens that agents are filling in the phone
Forwarding bills to xero
I want to set up an email forward to Xero so that I can automate sending bills. However, as there is a verification required (because the email forwarding email address is outside of the organization) Xero cannot read the email or show me the code or
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