Which Is The Best Way To Automate Video Embedded Emails Synced With CRM Leads Module?
We wish to shoot automated emails synced with the CRM leads module which has a video embedded. Help us with the best solution.
Automatically Create Accounts and Contacts when a new Lead is added
I see Leads, Accounts and Contacts as being a lot of redundant data. In fact I would probably only use either just Leads and Accounts or just Contacts and Accounts if not for the fact that several other features I want to use are dependent on all three.
Unverified domains expiring - can they be re-added later?
We have some unverified domains in our Zoho Account and they are expiring soon. Is it easy enough to add these same domains back later? Thank you
Zoho books integration to track shipping containers
We are in the import/export business and want to track our shipping containers similar to the way that someone tracks courier packages. There are third-party providers (example, SeaRates, ShipsGo, etc) that provide data on shipping containers worldwide
Mail Forward Failure
Within the past 2 weeks the number of these errors I've been receiving for my Zoho->Gmail forwarding has increased exponentially: The following message could not be forwarded to GmailEmail@gmail.com for ZohoEmail@mydomain.com Technical details of the
How to view shared calendars via ActiveSync?
My wife and I have recently started using Zoho for our mail. We're syncing our accounts to our mobiles (Android) via ActiveSync. We then share our calendars to one another, so we can see each other movements. However, on our devices, we can only see our
Deals Total Score Field
Hello, I have set up deals scoring rule. The rule works ok, each deal has a positive and negative score. I am not able however to put "total score" field in the Deals List View, so I can sort deals by score. I can open each deal and see the score, but
Urgent - .toStartOfWeek not working correctly
Hi Why are these formulas showing as some am and some pm? It means when I do a report I have two different values for the one date. I would ideally prefer to have no time value if this is possible? But if not I would like all that fall under the same
Are there any options for syncing an Microsoft 365 calendar to the free Zoho Plan on a Mac laptop?
Hi everyone, I've spent a bit of time reading through help files on calendar syncing, and just posting to check if I'm missing any options for our scenario. We are a new start-up and currently on the Zoho free plan. We need to sync calenders from M365
Analytics refresh schedule for specific time
I need to send reports out to business users in the middle of the day and at day end. These need to be sent with performance as of specific times of day 1pm and 7pm. I can set the CRM data to refresh every 6 hours but as it takes 11 minutes to update,
Color of magnifying glass and page icon in Help Center
Is there a way to customize the color of the search magnifying glass and lines in the document icon in the Elegant Help Center theme? I've changed all of the colors, but I can't seem to change the orange. Thanks!
Error smtp, mx and spf records
Good evening. We have a problem with emails under the domain @consorciojpcorredores.com. There are SMTP sending errors (attached images) and at all times we have to be validating the mx and spf records. It seems that these records are lost or do not record
Query on Collection variable
Hi, I have a table "Sales" with 3 field: Date Name Quantity I execute a fetch on Sales filtering on date and the matching records are contained in the collection variable "data1". Later I want to execute several queries on data1 using criteria on Name and Quantity. How can I do this? Tks
Access denied error when refreshing API token
Hello, I have checked our logs and I noticed the following situation: 1) API token expires 2) we try to refresh it, the response is access_denied Example dates when this issue (access_denied) occurred: - Tue, 07 Apr 2020 04:44:49 GMT - Sat, 04 Apr 2020
Zoho Calendar not sync
Today my Zoho Calendar is not syncing, i use BusyCal in my Mac, also notice is not sync or update on the native Calendar app of MacOS. Is there any problems? Yesterday was working fine Using the CALDAV set up server calendar.zoho.com
offline
How to make offline in mobile app
Time logging integration with Sprints?
We are currently looking to implement Projects and Sprints as we were drawn by the ability to integrate both pieces of software. With some testing, I have not been able to integrate the time log function so that if I log time against a task in Sprints
Why is there a strange selection of colours for project tags?
Bit of an odd one but why are there so few colours available to choose when creating tags? I need to create tags in red and for some odd reason, there is no red (or yellow, black, orange) - just seems a very 'samey' palette of colours available.
Is payroll included in zoho books?
We are about to upgrade our zoho crm and would consider using zoho books if it includes a payroll option.
Unblock Account VPN
I'm using VPN and my twı acoount is locked? can you solve please ? I sended to support mail but can't get any mail ? Regards,
Zoho Bigin connection from Flow
Hi, We have created a Flow which uses a webhook to receive data from a form. The data includes a Bigin dealid and dealname. That part works fine, as we can see the data in the flow and we also tested sending data to the webhook using Postman. Then, we
can't update field in sub form from another form
MAJOR ISSUE: Zoho Connect is redirecting to Zoho Cliq main page
We are experiencing MAJOR ISSUE. Anytime we click a webtab, or a guest is logged in to our Zoho Connect network they are redirected to the page for Zoho Cliq: (https://docs.google.com/document/d/1bl0YJTi5qRaL1KGkCDD7e5j8twEOaGexa2dePPkNn88/edit?usp=sharing)
Flux bancaires
Mes flux bancaires sont inactifs depuis le 18 janvier, impossible de les réactiver !
Zoho Desk
How to Setup Multilanguage/Multilingual in Zoho Desk?
Creating related module entry on flow problem
Hello, When trying to create a zoho crm module entry on flow it will not show my custom module name to add "related module" data. Example: Creating a task upon completion on successful decision. My module is named "Buildings" That is re named from the
Last Activity time is not update!
I have send email to a customer but Last activity time is not updated but timeline field work fine. IN front of contacts the last activity time is not updated.
Why does Zoho close topics when they haven't solved the problem
Below is a prime example of the admins closing a thread of an issue we have been waiting years to be resolved claiming it's fixed, IT'S NOT! The question is around adding BCC to workflows, the solution is adding BCC is to mass emails which is not even
One Bank Entry and Multiple Invoice - MakeMyTrip
I have ICICI Bank feed set in bank account. Now from ICICI Bank account I paid 4324 Rs with GST to Make my trip for two different airlines flight booking. Now three parties including MakeMyTrip generated invoices totaling 4324 Rs. I Need to adjust that
Adding Mail users without inviting
Hi - can i add users to my Zoho Mail account without inviting them...for example - in the (improbable) case of a new user/employee without another email address can i add them without inviting them via another email address?
Zoho Bookings integration with Zoho Invoice guide
Zoho Bookings Zoho Bookings, at its core, is an online tool your clients can use to book appointments with you. It gives you complete control over managing those scheduled events. Clients will be able to access this information anytime online, choose
Sharing tickets from within the app is now support in the Zoho Desk Android app
Hello, In the latest version of the Desk Android mobile app (v2.4.31), we have brought in support for 'Share Ticket' from within the app. Users can share tickets with other departments for their agents to collaborate their work. Agents from other departments
What's New—February 2022
Hello Backstage users, We're always working to improve the Backstage experience for you. This time, we've rolled out some features and updates to make your event planning a little more effortless. Here's everything that's happened this month in a nutshell.
One cell, multiple formats, unlimited possibilities.
Spreadsheet formats are more than an aesthetic choice. Proper formatting helps audiences understand your spreadsheet better. Zoho Sheet now allows you to format different parts of your content in cells however you want. What can you do with the new formatting
Get the URL for the posted message in channel
I'm using the following API to send message in a channel: https://www.zoho.com/cliq/help/restapi/v2/#Post_Message_Channel with `sync_message` flag that gives me back the message_id of posted message. It seems the URL cannot be obtained by a combination
Organize Modules and the Customers Module
The ability to organize modules is great and some Modules allow for renaming. It would be great if the submodules could also be ordered. For example Move accounts above contacts under customers.
How to assign a ticket to an agent in another department.
If a customer sends support ticket to the wrong department, how can I assign the ticket to another department? Or better yet, to a specific agent in another department?
Is it possible to change the header in Zoho Sign for Document Viewers?
My organization is using Zoho Sign to send partnership contracts for signature. We send the documents to one person who needs to sign but also include others as viewers of the document. Currently when one of these viewers clicks the button to review
Zoho Finance Bug: Sales Order "Status" Filters does not work when using Zoho Finance > Sales Orders Module
Summary I'm trying to filter Sales Orders based on Status. None of the status options shown return records even though I have several hundred that fit the criteria. To replicate scenario - Open CRM "Zoho Finance" Module & go to Sales Orders - Select the
OS-Consultech devient partenaire Premium !
Zoho souhaite féliciter toute l'équipe d'OS-Consultech pour avoir obtenu le statut de partenaire Premium ! Avant de vous présenter plus en détail la société OS-Consultech, sachez que nous choisissons avec la plus grande attention nos partenaires. Qui
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