The new "Related Tickets by Custom Fields" extension does only function on the old UI
I've just installed this extension and found out that it doesn't function when the new UI is active. You have to switch to the old UI for it to function. This is a useful extension and we would like to be able to use it on the new UI. Also, the help page
The ideology behind why features tell, but benefits sell
Do you think there's any truth to this? Do features only tell, and benefits sell? Well, let's see why we should focus on benefits rather than features as the great marketing wizards, David Ogilvy and Steve Jobs proved to be the best examples leveraging
Email Templates including Meetings Merge Fields
I want to manually send reminder emails to Contacts using Email Templates that merge data from the Activities module. Zoho does not allow me to send emails from a template from the Meetings Module, even though it allows me to create email templates from the Meetings module. Any suggestions? Thanks! Example of email template that won't work: ${Contacts.First Name} I still need you to complete your INTAKE FORM prior to your consultation with our office. As a reminder, your appointment with our office
Maximize Your Potential as a Sales Representative With Zoho CRM
Most of the sales representatives are not so fond of using a CRM solution. The reason behind this is that the sales representatives enter the data manually and spend multiple hours making reports. They also claim that CRM is not so user-friendly. The
Zoho Sheet View Not Updating back to Zoho CRM
I'm trying to clean up our database some and "sync" some information between Zoho and our ERP system manually (no API's currently being used). When I save the sheet and then refresh Zoho CRM none of the changes are coming over. I've waited as long as
Does Zoho Recruit have a LinkedIn extension, or is LinkMatch the only way?
I'm using LinkMatch to impot LinkedIn profiles into Zoho Recruit. It also uploads their profile pictures. Is there a solution to do this without a 3rd party app?
Senior Management View
I would like to provide our CEO access to all data in my account but only Read Only. Is this possbile and if not, do you have any alternative suggestions on enabling management to see the data but not be able to change it? Thanks
URL Field - Scripting
hi, The form field type "URL" has three variables: "URL", "Link Name" and "Title" can you use scripting to access and modify these seperate variables? I want to dynamically create a URL field for each record. The reason for this attempt is to create "View this record" link for each row which goes straight to the individual record view. I managed to script this effect for the form using a "Single Line" which has only one variable. But only to find the system automatic URL linking broke the link once
WooCommerce not sending new order emails thru Zoho
All of a sudden, WC stopped sending new order emails thru Zoho Mail. (other emails, test emails work) Using Zoho Mail plugin No updates afaik
STF - Falha na verificação
Olá não estou conseguindo configurar o spf meu domínio é da GODADDY mensagem informada é Não foi possível obter o registro TXT para o SPF neste momento. Se você adicionou o registro TXT agora, aguarde 30-45 minutos para que as alterações se propaguem
How do I add actual revenue?
I filled several positions but don't know how to add actual revenue so that it calculates total revenue. Please help!
Subform Layout Changed?
Hi We have a subform in one of out Potential layouts. in december everything was fine, now that we have come back since last week, when a user edits all the columns no longer show and you have to scroll (see capture) - it is like the layout of the page
desk support ticket status report. make x axis to be 'over time'
This is how the report looks right now. I have selected Chart Type to be 'stacked bar', but it still displays the different statuses on different bars. I would like the x-axis to be 'statuses over time' with each bar representing a week or month.
DKIM not propagating or configured.
Hi, I hope you are doing well. I setup a webmail named jewel@jmcsourcing.com. TXT, MX and SPF records are verified but DKIm record is not verifying. I waited 48 hours but no luck. Could you please check the issue for me? Thanks
Oops, ther e seems to be a problem
Unfortunately I have just encountered another error that says nothing about what's going on. Trying to Update schedule and all I get is "Oops! There seems to be a problem. Please try again later." Workflow link id: 72390000000021001 cfs Id: 3253392000002321013
Push notifications seem to have stopped on Android app
I'm not receiving notifications of new mail and I have to manually update the mail app to see new mail. This seems to have started today and is happening on both my Huawei phone and Samsung tablet. No changes on either since yesterday, signed out and
Zoho Invoice and QuickBooks Online Integration
Hi everyone, Today, small business owners often find it difficult to manage their accounting and invoicing in one place. Zoho Invoice's integration with QuickBooks Online can help you account for all the sales transactions automatically and simplify your
CRM is not saving my workshop
CRM is connected to our website, this means that when I create a workshop, and set it to active it automatically appears on the website. However, for some reason this process is not working. I was wondering if anyone could tell me how to fix this.
I want to see contact photos (if available) in reports and views
I want to see contact photos where ever possible in ZohoCRM
VAT return submission after deadline
Hi, Zoho doesnt allow me to submit my VAT return after deadline. Why is that? is there a different way to submit return after deadline. kindly advise.
Zoho Contracts Compliance with Srilanka
Is there any article which covers details that Zoho Contract as a Product is compliant with laws and regulations in Srilanka?
How to disable the notifications request notification
Hi, When I log in desk, I always get this notification window, asking me to enable notifications. I don't want notifications, so the current option is to click May be Later.... Until I get back to Desk, and I get the same notifications. I couldn't find
Triggering workflow from another
Hi. In the past I had read that one workflow could not trigger another: for example workflow 1- update record status to “sample status = a” workflow 2 - if “sample status = a” notify by sending email In this example, my understanding was workflow 1
Adding Link or Hyperlink in GDPR Consent E-Mail
Hi, we've enabled GDPR conformity in our CRM module and written our own personalised consent email. In this consent email, we want to provide a link where users can request to have their data deleted. This is required according to the opinion of our lawyer.
Zoho CRM Changing "From" Address of Email notifications to users in the CRM
This is something that the current guides for are outdated, from the look of it. Guides like this tell you a certain way of doing it, but the "From" address field is no longer there: https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/set-email-notifications
Assign Tasks to Named Users in the Deals Module
We usually have more than one person working on deals collaboratively, to associate the users with the deal we have added several User fields in the Layout for the deals module. When creating workflows you don't have the ability to assign tasks to the
Focus Group webinar: Integrating Zoho Desk with Zoho CRM
Seeing that a lot of our users use Zoho CRM hand in hand with other services to collectively run their business, we're introducing a new sector in our focus group webinar series, discussing useful Zoho CRM integrations to streamline your business operations.
Conditional Layouts within a Template
Currently we have two quote templates. Show discount column (for when we apply a line item discount) Do not show discount column (default when no discount is applied) The Problem Users apply a line item discount and then often forget to switch the templates which causes confusion when the client receives the quote. (see images attached) The Solution Have a conditional layout with template. The we could just set the default template and show / hide a item table column depending if it is empty or
PAREI DE RECEBER EMAILS
Olá. Parei de receber emails e verifiquei que preciso realizar algumas ações como verificação do DMARC E SPF. Tentei seguir o passo a passo porém sou leiga neste assunto e não consegui resolver meu problema. Preciso da ajuda de alguém do suporte para
Resource Allocation Report does not include Client Users
As a project manager consultant, I often find that I need to track Client Users resource utilization. When I run the Utilization report,the report only includes internal users. Client Users are not shown in the report. The way I get around this limitation is to export the entire project plan, duplicated tasks that have been assigned to multiple Client resources and then do a cross tab report in Excel. This is a lot of work and very unproductive. Is this a design feature or a bug? Thanks
Comment organiser des réunions à distance efficaces ?
"Vous m'entendez ?", "Veuillez couper votre micro", "Vous êtes en mute". Ces phrases font partie de notre quotidien depuis que nous avons commencé à travailler à distance. Le National Bureau of Economic Research a constaté que le nombre de réunions a
Duplicated email address found while adding your sender address.
Hi, I would like to change my sender address but i get this message. Help please.
Meetup Snippets 05 - Zoho One setup at Jack Laurie Group
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The fifth snippet in this series taken from Indianapolis ZUG meetup April 2021, features Brian Collins, Indianapolis ZUG Leader, walking us through
MX.zohomail.eu blocked with free.fr ISP
Hello, Look like the zoho mail server is currently blocked by free.fr ISP. Reporting-MTA: dns; mx.zohomail.eu
Arrival-Date: Tue, 8 Feb 2022 17:23:32 +0100
Original-Recipient: rfc822; *****@free.fr
Final-Recipient: rfc822; *****@free.fr
Status: 451
Action:
email sent with Zoho crm not showing in zoho mail
When I send an email from CRM it is not present in the mail sent in Zoho Mail. This is normal? Is there any way to fix? Thanks in advance.
Email already exists. Please choose a different email id.
Please help, I am unable to re-add a specific user because when I enter there email address I am given this error: " Email already exists. Please choose a different email id." I can't find anybody else in our company with the same email address. Is
This site can't be reached
Please help. Why this appear in Google Chrome? How do I tackle this issue? The webpage at http://www.asiadiversified.com/ might be temporarily down or it may have moved permanently to a new web address. Search Google for asia diversified ERR_NAME_RESOLUTION_FAILED
Create Custom Function: A new event, updates a date/time field in the Deals Module.
I need help using a workflow to update a custom date/time field in the Deals Module. Basically, I want to run a report that shows me the last "Appointment Date" for a Deal. To do that, I need a new event to populate the "From" date in the Appointment
Deluge for Zoho Recruit Application Module
I have been playing with the new Application functionally for Zoho Recruit. The Application module is really interesting. It is a pity that you can not have any fields that can be updated after the Application has been created. I can see that you can
FIlter candidates NOT associated to a job opening
Hello, we would welcome a possibility of selecting only candidates NOT associated to a certain job opening(s). It would be very useful especially in case of large searches with thousands of results (even hundreds). It would also help automation. We would
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