Google Ads Form Submission Conversion breaking Zoho Form
Hi We have two landing pages - https://campaigns.gigacars.com/buyer_august_02_01.html https://campaigns.gigacars.com/seller_august_02_01.html We would like to have form submission as our primary event conversion but when we add the event snippet, the
Zoho CRM notes
Is there a way to filter notes by User (who created the note)? Some of my contacts can have up to 300 notes, we use Zoho CRM to operate a law firm, Somtimes I just want to see the notes I added. It would be amazing if we can filter notes by User.
"Invalid Credentials(Failure)" when configuring IMAP (Outlook)
Hi I keep getting this error, i have double checked the TFA App password as well and I just cant get this to work. Is there anyway you can check from your side if we are missing something?
Firebase app connection to Zoho CRM
Hi! I noticed that theres no documentation on how to connect a Firebase app to Zoho CRM, so that customers could for example change their personal information in the CRM. I have been battling with this problem for a couple weeks and haven't found a way
Unread Contacts
One of the public views in Zoho CRM Contact module is "Unread Contacts". What is it? I tried googling, checking with Zia, searching in the documentation, and here in the forum. A mystery, no definition at all, yet it is a view created by Zoho, and supposedly
Zoho CRM: What You Get in Free Version?
For the small and startup organizations that can’t afford a significant investment, the fully-featured free version of the Zoho CRM offers all the vital functionalities that a small business needs. It includes every robust feature for sales and marketing,
Second User for the Automatic Import CV via Email
Hi, we are using Recruit and the dcpsav@resumes.zohorecruit.com email to import CV on the go. It's very convenient but our main issue is that all candidates are linked to our first user "Olivier (1) and not me "Francois (2) for example. Is there a way to create a second email address for me to tag automatically my candidates, with "Francois (2) as the creator? Thanks Francois
Calendar is now supported in the latest version (v1.2) of the Zoho BugTracker iOS app
Hello All, In the latest version of the Zoho BugTracker iOS app (v1.2), we have brought in the below features: Calendar: Track all your project activities using the Calendar module. BugTracker calendar is a simple and secure way to organise meetings quickly,
Getting URL parameter from a widget.
wrong forum sorry
Help to recover mail deleted by mistake
Hi, I wanted you Help, today it is that I received a notification from an email about Seedstars that said that they "que me habían agregado como empresario" in spanish (I only managed to read that), because when I went to open my email I got the spam
Disable some email notification for a particular "Email support notification"
Hi! I have a particular support email. If a ticket is opened with the email channel with this email, I would not want the ticket notifications to start (opening, closing, adding comments, etc.). Anyone know a way to avoid notifications for just one
Total Taxable Amount
In an invoice with zero rated,exempt,out of scope and standard rated tax items why does the Total Taxable Amount includes non VAT items too (zero rated/exempt/out of scope) I need the Total Taxable Amount to show only for the items with Standard rates
Title of Blog Posts
Every individual blog's title has got brand keyword associated with it, how do i edit it and add other keyword. Due to this default tile associated with every blog post, there is a error appearing in website audit site stating "title too long" due to
Can Only Attach Network Files in Forum posts, not group files
Hello, I created files for groups in my files area of zohoconnect. When I try to upload a file in forums, it only pulls up network files, not group files. The group files are not included in network files. When I click on attachment in a forum post
How do I make custom function to execute first then create task in blueprint?
I have this custom function that autocomplete open task. I want to autocomplete any open task anytime I click the next state. the problem is any task I auto created in the next state ended up as complete. I figured the problem must be because after clicking
How to delete multiple payments at once?
I want to change the the account that the payments were deposited from "Undeposited Funds" to a new account that I created to represent my Bank. I have 200+ Payments and I can change them all by exporting the data to excel and attempt to import it. It
SDKException Caused by : Class "" does not exist
I am trying to create invoice using PHP sdk > version 4.x.x. but i face the below exception. i get an error but not showing, what actually i miss the parameters. [2022-01-19 05:13:18] testing.INFO: com\zoho\crm\api\record\BodyWrapper Object ( [data:com\zoho\crm\api\record\BodyWrapper:private]
Calculations within Custom Field from Custom Item Field (Showing Item Category with Subtotal)
I am trying to do some template customisations and show a subtotal amount for all items 'from a category' 1) I have added a Dropdown custom category field within items API Name is now cf_category 2) I added a drop down custom field with Category Name
Track Agent Ticket Touches
We're trying to understand agent productivity. One report that seems like it would be standard is being able to view the number of tickets an agent touches in a given time period. This would essentially be a count of ticket modifications that an agent
Can we have multiple instances or "workspaces" of Zoho recuit under one license?
we have an agency that is based in Australia but we are now opening new offices in South Africa, the Philippines and India, is there a way to have several instances or "workplaces" under one master licence or do we have to go and set up a whole new version
Ticket attachments added to CRM record
Is there a way for new attachments in Tickets can be automatically added to a CRM record? Right now any new emails/tickets with attachments show within the CRM record, but you need to download and save the attachment and then upload it onto the CRM record.
Save the default filter for contacts, templates, segments, etc.
Every time you go to any list that has a filter, it resets the filter so that it shows only items that you created. For example, going to Segments, defaults to only segments you created. We find that we're wasting a lot of time fixing the filters every
Hide Calls in new Open Activities related list
Our backend got 'upgraded' to the new breakout of Tasks/Meetings/Calls but they are all even worsely combined when viewing the Open Activities related list on a deal. Is there a way to remove the columns not needed? (i.e. don't need Calls to show.)
UNABLE TO RECEIVE OR SEND EMAIL
Hello, Please note that we are unable to receive or send email. Please look through and make changes. Regards Mohammad Shahnewaz
Unable to send message; Reason:553 Relaying disallowed. Invalid Domain
Hello, We are facing an issue while sending emails. Please check and guide. Error: Unable to send message; Reason:553 Relaying disallowed. Invalid Domain Regards, Hasan
Problème de devis
Bonjour j'ai un problème avec l'appli devis, je ne peux plus enregistrer et envoyer de devis. Bien que je renseigne un montant dans la partie Tarif, ce dernier n'est pas pris en com Pouvez-vous m'aider ?
How can I filter a report of calls so that I only show the calls 'marked as completed call'
I can easily create a report for calls and show them by start date. However this includes calls that are scheduled for these dates and some of the dates are in the future. I would like to filter this report to only show the calls that were marked as completed
Button to create PDF file through Mail Merge (Zoho CRM)
Hi there, I have created a Mail Merge template to a custom module 'Student_Quote' which works pretty well. Through this post the link below, I noticed that there is a way to create a custom function that could automatically create a pdf file and attach
Not Receiving Incoming Mail Notifications On iOS App
Hey guys, I'm not getting push notifications on my iphone. Anyone else having this issue? Thanks, Chad
Next page button lands user at bottom of next page
Is anyone else having the problem that when users hit the "next button" at the bottom of the Survey page, it goes to the bottom of the next page? Is there a way to fix this? Our users aren't always very tech savvy and may miss the questions above that. (I can't make all of those questions mandatory because they aren't relevant to every user and they'll give up if they have to check n/a on every one of them. I've tried that!)
Emails not opening and not sending
My Zoho mail seems to have stopped working. I cannot send an email and trying to open one just gives me a wait time but nothing happens.
Change in activity view without revert option
Again Zoho.com makes changes to your liking or to some clients, affecting everyone else. My company was taken by surprise today when, without any explanation or warning, the visualization of activities within the modules was changed. If you want to implement
Add CRM contacts to "groups" that would have access to forums?
We are evaluating if we want to migrate from a web-based forum to using the Desk/Community forums for our customers. We have ~3,000 customers that ask each other questions across a number of topics. But as they are our customers, we won't be making the
Conditional Formatting bug
Hi, Conditional formatting does not appear to be working in reports. In the example below, i have created two conditional formatting criteria to highlight a record either red or green based on its value. However, when running the report it simply applies the formatting from the last criteria to all records. (It is as if there is no criteria at all and it is simply applying the formatting to all records). Further to this, when i create a conditional format with a criteria, save it, and then edit
Blockchain Intergration with Zoho Sign
Comment on the Blockchain feature listed here: https://help.zoho.com/portal/en/kb/zoho-sign/admin-guide/articles/blockchain-based-timestamping#How_do_I_enable_blockchain_timestamping_in_Zoho_Sign Why use the bitcoin blockchain thorugh https://opentimestamps.org/ and
Why can't I Update Candidate Status?
Hi, In all your blueprints, workflows etc...why can't I update candidate status ? For example, I have lot of profiles coming from Facebook but are mostly JUNK and miss lot of required information. Right now, I go through this JUNK manually and reject
Support to make and receive calls in India
It would be very helpful if Zoho Voice is also supported for Indian customers to make and receive calls from Indian number.
Process/Blueprint flow (transition) based Time Reports
We want to acquire some "Time Reports" on Zoho Analytics where we want to be able to use specific status changes from our blueprints. For example we want to acquire the "First Response Time" reports where the status was changed from "A" to "B" but not to "C" or where the status change has followed a line of status changes from "A" to "C" to "F". Right now we can't create such reports because the "Status" field does only designate a single choice or some multiple choices without being able to designate
I cannot send a message from the mail client I receive an error:
I cannot send a message from the mail client I receive an error: 553 Relaying disallowed. Invalid domain
Operation unauthorized email
Hello, I've created a new account and I've started the configuration of my domain, the domain is verified. However, the Admin Panel is showing me 'Operation unauthorized' everywhere even in the domain section where I have to configure the MX. Could you
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