Bug in Zoho CRM Leads Counting (again 09-jan-2022)
Hi, Like the last time 2 months ago (17-oct-2021) (Topic was created for that by another user). In CRM, on the Leads Tab (maybe others too), the amount of leads is not accurate. It begans 2h30 ago. and amount is random for the same leads : 2, 3 30, 47,
Edit Customer Ticket form
Hi, Can we edit /modify the Customer Ticket form to provide some inputs for them to minimise the Entry. Also can we remove the verification part. Also We are not able to get access of helpdesk@vijtech.zohosupport.com email as need the Gmail verifica
Focus Group series: Widgets 101 - Create, test, and embed widgets
This Focus Group webinar series brings into focus, Widgets in Zoho CRM, Zoho Desk, and Zoho Projects. This series of webinars will enable you to build and implement widgets that integrate seamlessly with other internal and external applications. Widgets
Form not allowing us to change the name due to strange permissions error
As a Super admin on a zoho instance we have a strange error condition where one of teh forms is not allowing us to change the name of a field. The error message says that I "do not have the permission to rename the column , only workspace admin has the
How to work with client users
Hello, We really like the Zoho suite of applications. Currently we start working with Zoho Projects. Certain projects we would like to share with client users. They are non-Zoho users. Now, I have some questions because it is not really clear fro m the help documentation: What will happen if we invite those client users by using their company email addresses; will they be able to work in Zoho Projects from then on, just by re-clicking the link that they will be sent in the initial invitation? Or
Posting to everything BUT instagram
Hi Zoho Team, This is the second time my posts stopped posting to insta and no resolution.... This happened right after I switched to the paid account. Everything is connected properly and I have disconnected / reconnected to try to fix this issue as I am losing $$ every time a post doesn't go out.. Please advise!!!
zoho daily mail limit
Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able to send further emails.This was done in accordance with the Zoho Mail Usage policy. Reason for the block : Mail Recipient count exceeds limit [Recipients=226] However, we realize that this might have been unintentional. To unblock, please click here. i got this mail from zoho, how to unblock my email account and what is your daily mail limit.
Is it possible - when we invite user from portal user , then using deluge add that user into report using deluge ?
Hi, Is it possible - whenever we invite user from portal user , then using deluge add that user into report using deluge ? Please let me know if have questions. Thanks and Regards, Sidhant A.
Cannot access administrator account
I found a problem, I cannot access administrator ( administrator@alamjayamakmur.com) after reset password, if login always redirect to admin@alamjayamakmur.com so I can't manage domain email account. Please help. Thanks
Call Centre
Create an application to be used by a telemarketing sales company. They need to create campaigns, in which companies & contacts are linked. A caller needs to have user rights to only the campaigns calls and compaines that they are linked to. The calls need to have a history and need to progress through stages. During the call there are questions which need to be answered (with some fields being populated from other areas). There needs to be a dashboard view, where you can eaily see what stages you
Calendar report focus
I want the calendar report to display in a month other than the current one. Can I do it by passing a parameter in the URL? I want to put the focus on a specific month.
multiple threads of api request? merge getAllRecords?
in widget development we use this JS to get all records of report: ZOHO.CREATOR.API.getAllRecords(configg).then(function(response) this is a "thenable" function that runs when a response is resolved. if i have more than 200 records i would like to join
Zoho WorkDrive API documentation
Does Zoho WorkDrive have its own API's (like other Zoho applications, CRM/Books/Inventory). I'm wanting to integrate a service with Zoho WorkDrive. The only documentation. that I can find online relates to Deluge scripting (which I have used successfully in other projects within Zoho CRM, but this new solution is a little more complex and sits outside of Zoho). Balaji @ Zoho made a comment in this post 10 months ago that it was being worked on. I've sent support an email, but hoping that by posting
Fix your Cliq android notification issues with resolve notification option in Cliq
Fix your Cliq android notification issues with the resolve notification option in Cliq by following these simple steps: Tap on the hamburger menu in the top left corner Tap on the Resolve Notifications option Based on your notification issue the following
All new Cliq meetings extends support for iOS devices
You can connect with up to 1000 participants in a single conference, with the help of Cliq audio/video meetings from your Cliq iOS device. Follow the below steps to initiate a meeting via your Cliq iOS device: You can initiate a Cliq meeting from your
Users cannot access homepage in Zoho Payroll
Users cannot access the homepage in Zoho Payroll, it says "no permission and needs to contact administrator"
Search Function Not Working Properly
I imported 13 years of Google Workspace mail via the API. Five days later the search function is still only returning small subsets of search results. This is, frankly, broken. A ticket has not been responded to. I see this problem has been occurring
Not able to set up a domain name if I already have Zoho email address.
The YouTube video isnt the best go to. I tried for a couple of hours now trying to set up my domain email address and set it up and pay for it. I type the name that I want and then I want it with .com and then it takes me directly to my Zoho email page.
Resource Utilization whit Issues
Hi Everyone! On Zoho Projects in Reports module, we know it exists the Resource Utilization. But this feature only applies to users whit associated tasks only! My suggestion is, in the Resource Utilization, the reports aply in task AND isssue. My company
Get Tickets for a specific date
Is there a custom function or api that I can use to get ALL Tickets on a specific date? Currently with the List All Tickets API, the most you can get is the 100 MOST RECENT (the default is about 20) for with in the last 15, 30, or 90 DAYS. We get more
Multiple Campaign Owner
Hi Can anyone tell me if there is a way of having multiple campaign owners?? From a marketing point of view I'd like to be able to view my teams current campaigns and also be able to analyse the stats Thank you
How Can I Edit / Change User Role & Profile?
I can't seem to edit Role & Profile for each user (including myself). Where can I change this information? The person who started to setup Zoho CRM has all three users set as CEO and Administrator but, this is incorrect however, upon choosing edit on each user (including myself) those fields are not changeable. There must be another location I can change these fields. Can anyone direct me to where / how? Thanks in advance!!! Regards, Terence J. Brenner 610-393-6779 Terence@JamisSalesSuccess.com
Zoho Write and CRM - How to attach merged document to CRM Record?
Hi there, I'm trying to set a function that is ready on the custom functions gallery of Zoho Write, which is the one named 'Attach to a Zoho CRM record'. The instructions indicate: /* Create the deluge connection with the scopes WorkDrive.files.READ
Translate Month Names
My workspace are in portuguese, but all month names are in english. It's possible translate month names to portuguese too?
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I am facing issue with the mail, It's showing "Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked." whenever I am trying sending email. I have checked there is no email storage issue. I am using only 10 percent of total storage. Kindly help
Client Profile
I try to give access to clients but the functinality has a major bug. I do not want the client to be able to assign tasks direct to my team. has anybody world wide accually wants this? This is a major problem. I do not even want to see my task custom fields. I want to be able to downgrade what the client can see. I do not want to see my team names or anything internal. What is the purpose of External if he can look inside? This client feature should be for Gant timeline, something for the client
Schedule send Emails or Mass Mail
Allow users to Schedule send Mass Emails. This will allow users to send the emails to readers at a time where emails will most likely get looked at.
Project User Budget vs Cost?
I'm starting to look at Projects for our client work. I have Projects Integrated with CRM & Books and have 2 questions. Should a Project Budget be set as the expected cost of the project or the expected invoice total for the client? (for example, we estimate
View Project Name on Project Documents
When you add a document to a project there is zero indication on the document what project it is associated with. This means that we have to add some sort of identifier to the document every time, which is not foolproof. We have many similar projects
Archive on download
Hi I use Outlook to download my Zoho mail via POP3. I also use IMAP on my cellphone to access my Zoho and other email. I like an "empty" inbox when I view using IMAP, so would like to know if the following is possible: When I download mail using POP3, I'd like Zoho to automatically Archive the downloaded messages on the Zoho server. Gmail allows me to do this. This means that on my phone I only see messages that have not been downloaded. If I want to see archived messages I check the Archive
Clock with "current time" for leads, accounts and contacts based on which time zone they are in
I have customers all over the world and it would be a nice feature to have in Zoho CRM so that when I am looking at a lead or a contact or an account, there is a clock within their profile that shows me what time it is in their local area. This way I could know instantly what time it is at my customer's office and decide whether to make contact. Thanks Shane Solomon
Send the most recent Note added to a Lead
I want to be able to email important Lead data along with a message to a Sales Rep. The Sales Rep is a field I've added to the Standard Lead Page Right now I have this partially working with a workflow and email template. The problem is there's no
Spotlight 33: Preapprove ticket registrations for your event
When hosting events that require you to know which attendees will take part, vetting ticket registrations before the event is necessary. Having an approval process for your tickets can help you streamline reviewing registrations made by attendees. Zoho
Organize Emails According to Sales Priorities | Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Tracking Expiry dates of Subscriptions
Hi All, I have some clients that subscribe to one of our products. We subscribe to other products. I have tried using the Subscription module, but that seems to be more focussed on the invoicing (which we are not using), etc. I am hoping that someone
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OAuth and Modern Authentication
We are trialing Bigin and our team likes the feature set. However the Email integration requires IMAP or POP, which is currently disabled in our environment for security reasons. Is there a roadmap where OAuth will be enabled for Bigin? We don't want
Zoho Workerly introduces "Billing for a particular shift"
Hello everyone, Zoho Workerly is back with yet another enhancement that will make billing for a job even more convenient. Instead of billing for an entire job, you can now have separate billings for individual shifts. A customer support job may have morning
Update column type/formatting via API
Greetings! I have a table with 107 columns and I want to change at least 20 fields from decimal number to currency and apply currency symbol and separator. As far as I know, I have to manually change the type of a column, wait, change the data formatting,
Can I change the default operator for Advanced Filters from 'is' to 'contains'?
My users change it to 'contains' 90% of the time.
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