Nouveau Commercial, droits d'acces
Bonjour, On a recruté un commercial et je voudrais lui donner accès à nos clients, ce qui est possible en lui donnant le statut de Directeur Général parmi les rôles que l'on peut assigner, par contre dans ce cas il peut exporter la base de donnée, ce
A Complete Overview of Zoho Sign
In a world where everything is becoming increasingly digital, our lives have increasingly depended on digitized methods. Think of a tool that enables businesses to quickly close deals and for the signing process to be done in the cloud without any kind
Zoho Desk
Hi There, Is there any solution if i want to send out 1 email content to multiple recipient at one time using Zoho Desk?
Log Hours for unassigned Tasks and Issues
In Zoho Projects, you can now add log hours for the tasks and issues even if you are not assigned to them. This permission can only be enabled by the portal owner or the admin. For instance, assume that you want to log time for an unassigned task. By
About selling unique paintings in Zoho Commerce
Hi, I am an artist and new to Zoho One platform. As part of transitioning to Z1, I want to get my contacts in the Zoho system, build my website and start marketing campaigns. I am building my art website on ZCommerce and have many questions. If anyone
Update Values in Specific Rows of Subform via Deluge
Been struggling with this for quite some time. I have a subform in a deal: If a row has an Expiration Date that is in the past (two rows in red), then I need to update the "Liability" values on those rows to "0". I can't figure out how to do this with
Tip#9: Group and Un-group pins in the Nearby me map functionality
Here is a tip on how you can get a glimpse of the number of clients in a particular location using the grouping option, so that you can plan your trips accordingly. We have got the option to group the records just so that it makes it easier for you
Exporting Zoho Invoices into Quickbooks
Is the a way to export Zoho Invoices into Quickbooks or other accounting software? SmallBiz Online 360° http://smallbizonline360.wiki.zoho.com
Stripe and Bitcoin
Hello, I just added my Stripe account to my "Zoho Invoice" account. Stripe allows you to receive payments by Bitcoin. How to accept the Bitcoin with integration? Thank you
Second workflow not triggering after a schedule workflow action
Hi I have a complex business process, a deal will change owner a number of times before it ending. I change owners because there are many people involved in the process and I have to assign tasks as the deal moves forward. The problem is when I need to
contacts not shown on agents
Hi, We are still setting up our ticketing system. We recently found out that the contacts that I (as an admin) imported was not available to the agents. Agents can't create ticket manually because tickets need contact name and the contacts don't appear
【3/2〜3/4】Zoho CRM 管理者向けトレーニングのご案内
Zoho CRM をもう一度しっかり学びたい方や、設定や基本機能を振り返りたい管理者におすすめのZoho CRM オンライントレーニングのご案内です。 3月上旬開催のトレーニングですので、お早めのお申し込みをオススメいたします！ ─────────────────────────────────── ＞詳細・お申し込みはこちら：https://www.zoho.com/jp/crm/crmtraining/ ─────────────────────────────────── 実際のZoho CRM
Is it possible to change the criteria for an existing Sync in Campaigns
I have many more Contacts in CRM than I want to Sync with Campaigns at present. Plan is to move them across progressively based on the value of a code. But to do so need to set a new SYNC each time a new set of Contacts is to be moved across. Having to remap etc etc is very tiresome. Not much easier to use export and reimport. What I want to do is maintain Contacts in CRM and use Sync to do the work automatically. If Edit existing isn't possible, why can't an existing Sync be cloned and then amended?
use of create list and manage list
How to use create list and manage list
This operation is not allowed, as this account is paid in other Zoho Service
I upgraded to the connect enterprise plan. While doing some work on our domains I deleted our primary domain. So readded it noticing errors with the accounts. I deleted all but one and on the last one i get this error. This operation is not allowed, as this account is paid in other Zoho Service I have checked and he has been removed from all other services but still can not delete him.
How do I change my Zoho One Subscription to only mail subscription
Hy There! I'm trying to dowgrade my subscription from a Zoho ONE subscription to only mail subscription. My company has seased operations so I only want to keep one email address for the company. Only one User is still active and I want to change that
Unable to axcess job portal
Hi, I'm setting up my Zoho Recruit, so during the career page set up, I keep seeing the error, in the screenshot. My company name is correct, Primary Contact is also correct, so why cant I go beyond this point ? I saw another post with the same error,
Making sense of Zoho Mail - streams
While trying to enforce an "inbox zero policy" I'm trying to make sense of Zoho Mail - streams... If multiple members are part of a group "support" or "sales"; wouldn't it make way more sense to have streams act as an imap inbox? Any handled and archived
Zoho Sheet Edit Cell Format
It seems as though if you want to BOLD something in a cell, it applies to the ALL the text within the cell. How can you just apply to SOME of the text within the cell?
I deleted an email account from the mailbox domain, can it be recovered?
Dear Sir Today I deleted email account from my mailbox domain and the user has important information that they need. Can it be restored email account? If you can restore plase help me
json error using Workdrive API
I get this error: {"errors":[{"id":"F000","title":"JSON_PARSE_ERROR"}]} Running this code parameters = Map(); parameters.put("parent_id","hu1rqabb159824ad8406eb64e8af38c01dfba"); parameters.put("name", "this is the name of the file"); response = invokeurl
Conversion View in Activities Not Showing Email Conversations
Email conversations are not showing in the sidebar. Sometimes they show up, but more frequently lately they are not showing. Using IMAP.
Using S/MIME from Apple Mail.app not working
Hi, I have an S/MIME cert installed on my Macbook and I am using Mail.app with a Zoho account. When I send a signed email (signed on my Mail.app) the sig is invalid when it arrives at the far end. I am guessing that the Zoho servers are adding headers
Customer Account in Zoho Desk
Hi. Is there a way to merge two accounts in Zoho Desk? I have an account that has a duplicate and both accounts have tickets associated to them. I can find them by using the "Duplicates" in the accounts screen but when I am there, I only have the choices
Email Bounces
We would like to delete emails that were bounced due to a hard bounce (i.e., bad address, not listed in domain server, etc.) Is there anyway to distinguish between hard and soft bounces?
Zoho CRM move fields from Leads to Contacts Module using custom function
Hi Zoho Support: Could someone provide the Deluge script to: 1.) Move certain fields from a leads record to a Contacts records when I am executing a workflow. The workflow is executed when a value in a "multiselect lookup field" in the Contacts Module is changed. I would like certain data fields to move from the Leads record (in the Leads module) when it is associated to the record in the contacts module (that is, when the Contact record is edited). Please help. Thanks. John Williams
Mail Assistant "Flash" icon does not appear in webmail interface
Mail Assistant "Flash" icon does not appear in webmail interface ctrl-k is pre-empted by Chrome, Edge, Opera, and probably the rest, as short-cut to the default search engine text input box. I'd like to try Mail Assistant, but how?
ZUG Virtual CRM Meetups across the UK - February 2022
Last year, we were beyond happy to see how the Zoho Community continued to grow, learned from, and helped each other through our virtual Zoho User Group meetups. We couldn't be prouder of our Users for taking the time out to come together and support
Placing form file attachments into directories based on fields
I am using Forms to gather inquiries. Users may attach one or more files to an inquiry form. I am then processing a complex workflow from the form to place the information into our CRM (the default integration is not sophisticated enough). I need to place the files from the submitted form into a Google Drive (or perhaps Zoho WorkDrive) folder. However, it is important that each form submission's files are placed into their own uniquely named folder under default parent folder. For example, if the
Using Google Sites, Zoho Sites, or Zoho Learn for documenting team processes
Hello, Our company is making an emphasis on documenting processes better. I know some companies have an internal site that pulls together various links to show all company processes and workflows. This then has better flow and user experience as opposed
Google adword conversion tracking is not happening
I have recently integrated the google adwords with my account, on number of leads, I see GCLID has been been populated but none of the other google adword data is populated, please tell me why
Tip of the week 75 - 5 tips to design your holiday email templates in 2020
The festive season has just begun and so you will definitely have to send a lot more emails to your customers. All these emails should be designed in a way to convey the spirit of holidays. So, let's take a look at a few of the tips that could help you
visitorsession not working in Zobot when Deployed
Hello All, I am a little baffled with the issue I am facing with Zobot. I have developed a Zobot in which I am using visitorsession to store some values and reuse them later. It works great in Zoho Developer environment, we used Deluge scripts option
Zoho Analytics for Experts (video tutorials)
Hello friends Let me share my first Zoho Analytics lessons for Experts via a youtube playlist. Free lessons for users of the Zoho Analytics BI tool. https://www.youtube.com/playlist?list=PLnusL2XA4g1EyvhwfU7g4I2YcrVq-AyTE Please, share your ideas for
Unable to add Fixed price projects on the same invoice with a per hour project
If there is a client who has Fixed price projects, and by the hour projects, you are unable to invoice them for both in one invoice. If a client has multiple projects regardless of fixed price or by the hour project. you should be able to put them all
Missing Activities Modules
my activity module is missing and I have gone into manage modules to see if I can put it back it on but its not there. I have also gone into my roles and its even listed in there as well, can anyone suggest anything else?
The ability to pull tracking numbers from Inventory to the Zoho Books module in CRM
I know that there are a lot of moving parts and integrations for this, but it would be amazing if our sales team could view the shipping status / tracking number for their Zoho Books module sales orders. All of the shipping information for these orders
Using subforms data for lookup fields
Hi! when I add a lookup field I cant choose as data source a subform from another table. How can I do that? KR, Victoria
Meet-up en ligne des utilisateurs Zoho France - Zoho One
Bonjour chers utilisateurs, Au cours des dernières années, l'embauche de talents a connu un certain nombre de transformations, comme le passage à l'e-recrutement, l'acquisition stratégique de talents et un modèle centré sur le candidat. Chaque organisation
Stop discounts showing up in Profit and Loss
We generally offer large disconts on products and what's happening is that when generating a P&L, Zoho is putting a Discounts line up and then the total revenues from each sub sales accounts whicn makes it very difficult to get a clear picture. Here is
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