Sms engagement in Campaigns
Hi guys, I would like to ask you if there is any sms gateway which will return in campaigns (or Zoho CRM) if someone has opened/clicked an sms or has opened the link inside the sms content? Lets say that we send an sms campaign to 40 individuals, how
Some emails are receiving, some are not.
We are facing an issue, that some emails are receiving and some are not. Especially, when we send emails from non google emails. All the mails from google domain is working, but other company emails are not.
Generate an heatmap for applications with private area
Hello, I'm trying to create an heatmap of my B2B e-commerce main page in order to track what search functions are most used by our customers. Problem is: I get an "Unable to load site" error message (see attachment). I suppose the problem is linked to
Increase the report limit
Hi, I have created a record template in my creator app and also created a button which sends the reports to my workdrive folder. But as there are so many limitations in the app and one of them is I can't send the reports to my workdrive which are of more
Location mapping with RouteIQ in Zoho CRM?
Hi there, New user to Zoho and RouteIQ here. We are trying to use RouteIQ to visualize our customers and plan our routes using our customer list that we've imported to Zoho CRM using a CSV import. We have the address listed in the account record at both
Automatically assign Owners to Accounts?
Hi. Is it possible to run any assignment rules which will automatically assign Owners (Users) to Accounts? I know this can be done with Leads and Deals, but we need this function for our growing list (currently 900) of Accounts.
Creator Form : Filter the list of users in a form dropdown
I have a simple form that I have added the field type "Users". This will then return a dropdown list of all of my apps users, which is great. However I'd like to filter this list to ensure only those that have specific permissions are in the dropdown.
Is it possible to get the link that the customer portal uses in deluge
As our app is going to be placed in the marketplace, we want to add a link to the customer portal to confirmation e-mails. However, I can't see anyway of accessing this in the e-mail workflow. Is it possible to get this link without hard coding it, if
Tip 3: Connect your chatbot with Zoho applications without coding
Are you using other Zoho Applications like Zoho CRM, Zoho Desk, or Zoho Campaigns to push the details you get in Zoho SalesIQ to CRM, integrate Desk tickets with SalesIQ, or add an automated mail list for Zoho campaigns with criteria? Then, this integration
Cant share the Sheets to anyone
Hello everyone I'm the employ of Shashwat Stainless Inc, I cannot share the sheets to anyone.so please suggest me a suggestion, It shows you can't share this file
MX failure - invalid domain reason 553
I renewed my domain and now it won't allow me to send emails. Says I need to update my MX records. My MX records look the same as what it says is incorrect though. I don't know how to fix it and this is my business email so it needs to work. I have included
Check Envelope Not Matching Check Properly - Ordered from Zoho Books
We ordered checks and envelopes through Zoho Books. When a printed check is inserted into the envelope it appears the lower envelope window that contains the 'mail to name/address' is too low. This causing the 'mail to' name to be partially cut off. It
Cannot cancel subscription after following help instructions
Have read through the help pages and simply cannot find how to cancel our subscription. On the Admin Console > Subscription page, there is no "manage" or "cancel" link... just "renew"?! Screenshot attached.
Lead Assignment Rules
Hi Guys, I have created lead assignment rules, however they are not working. The leads are created via zapier, how do I get the lead assignment rules to execute on all leads created? Thanks Scott
Ability to create 2 different codes in 1 module
I want to create two different automatic codes. When a personnel from the company creates a new purchasing offer I want the code to be PRCxxxxx and to be able to see this offer on the kanban board. Then after this offer is approved I want the code to
CRM COMMAND CENTER stopped working!
Hi there, We noticed today that 2 days ago our command center journey we have setup for leads stopped working. Did this happen to anyone lately? Our leads enter the Journey when they're created. But then, they do not travel to any other states as they
Zoho Mail and TFA Office 365
Hi Team We recently added TFA to our Office 365. I'm following the TFA guide on Zoho's help documentation to generate an App Password, however that password simply does not work! Any tips?
Import from Microsoft Access Query
Is it possible to connect a Zoho Sheet to an MS Access database query and import the query data to the sheet?
Is there a way to customize the matching records fields shown during a mass transfer?
I've searched and searched and only find a way to customize fields shown when doing a record search. Is there a way to customize the fields shown for matching records when using the mass transfer functionality?
group and ungroup
How do I group and ungroup columns and rows jakob_kishon
Match Forms radio button values to CRM picklist values
In Zoho Survey it's possible to match radio button (Multiple Choise, one answer) values to CRM picklist values; Survey allows me to do that in the Zoho CRM integration Hub: I cannot find a way to do this in Zoho Forms: I have defined a radio button field
Extension pointers for integrating Zoho CRM with Zoho products #6: Handle and track your Zoho Bugtracker issues easily from within Zoho CRM
Switching between multiple applications to keep track of data is a time-consuming and laborious process. Having visibility into all related data in one application makes work easier and more efficient, and helps mitigate errors. Zoho Projects and Zoho
Problem with Dashboard
Working fine in the past, but with issues for the last 10 days. Been an administrator I should nor receive this message: You do not have permission to view this dashboard because: 1. The corresponding module or field may have been disabled in your profile
Custom Fields in Views
Custom fields should be available for Views and Reports. My specific use case is around bills. Different vendors have different preferred payment types (checks, credit cards, ACH transfer, etc.). I can add a custom field for each vendor for "Preferred
What's New in Zoho Books - July 2021
In the past six months, we at Zoho Books have focused on enhancements that helped improve your accounting experience. This time around, we’ve come up with a lot of new features that will help you keep up with the latest regulations, stay connected with
Zoho Mail auto block even if login is not suspicious
One of our employees recently travelled and accessed his email on different countries. Zoho automatically blocked the email due to suspicious activity. After unblocking, will he still receive the emails that was sent to him while his account was blocked?
Edit Subject Line for Reply and Forward
Is there a way to edit the subject line when you are sending a reply or a forward?
Stripe SEPA Direct Debit
Hi All, Stripe has a SEPA direct debit facility which costs only €0.35 per transaction compared to GoCardless which charge 1% + €0.20. So massive cost savings. Is this part of the current Stripe integration? Cheers, Peter
Product Sync from Zoho CRM
Hello, I synchronized the information located in our Zoho CRM to Zoho Desk. The accounts and contacts are perfectly synchronized, but the products won't show in Zoho Desk at all. Could someone assist me with that please. Looking forward to an answer.
Whatsapp integration with Zoho Desk
Hi everyone, We are one month and three weeks into the process of struggling to find out what solution we have to integrate Whatapp messages that our business receives (through website visitors clicking on a Whatsapp widget on our website) with Zoho Desk,
Help center / KB - user management interface
Hi, Hope you're all good. I would like you to consider improving on the Help center / KB - user management interface Right now users are broken down by ALL, ACTIVE, INVITED and DEACTIVATED - see screenshot. These options are is very limiting in terms
#SolutionsTalk - Free live webinar on "Gateway to Great Financial Management: Balancing Cost & Growth"
Hello everyone, Zoho Books is launching an all-new "Solutions Talk" series where you get to interact with industry experts and discuss business specific use cases, trends & insights. Here's the first one: "Gateway to Great Financial Management: Balancing
How to assign a task to multiple users?
Hi, We are evaluating Zoho CRM. Now there is an issue in task assignment. It seems that the task can be only assigned to single user, but we may need to assign a task to 3~5 users. How can i do that? Thanks! Justin
Force Ticket owner to update ticket fields before replying
Hi Zoho Gurus, Is there anyway I cant restrict ticket owner from replying until certain fields updated in the ticket. I have the validation rules and all that but that does not stop ticket owner from hitting reply button.
DKIM validation fails with Linode DNS
I'm using Linode as the DNS manager. It seems to cut out the domain in the selector's domainkey. But with or without, I still get a Verification Failed. Any ideas what is needed?
Is it possible to lead score from an email sent in Zoho CRM
Currently we are tracking our email campaign 'click throughs' from Mailchimp via Zoho CRM and the fantastic lead scoring. So far so good... What I'd like to be able to do is to send a single contact an email from Zoho CRM, and use that email to track
Dépendance entre tâches
Certaines tâches doivent être accomplies dans un ordre particulier. Lorsque la réalisation d'une certaine tâche dépend du résultat d'une autre, la dépendance permet de les associer et de déterminer un ordre de travail. La diagramme de Gantt fournit une
Deals permission
Hello, How is it possible to change the permission in Deals Module so that each non-admin user only sees their own deals in each progress stages (including closed and lost wons)? Thanks
Can I get page parameter in report workflow (report in page)
I opened a page by openurl and pass parameter and that page have a report . I setup a report workflow . I need get page parameter in report workflow (functions). Can creator support this way?
Staff member unsubscribed from staff campaign accidently
Hi there, One of our staff members accidentally unsubscribed from one of our staff email list for Zoho campaigns, is there anyway I can re add them?
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