Manage photo permissions in the latest Mail iOS mobile app.
Hello All, In the latest version of the Zoho Mail iOS mobile app (v2.6.23), we have brought in the below enhancement. When photos permission is restricted to “Selected Photos”, we can manage the selection within the app. You can update the app either
Copy URL and notifications for custom fields are now supported in the latest version of the Sprints Android app
Hello All, In the latest version of the Zoho Sprints android app (v1.1.31), we have brought in the below enhancements: 1. Support for 'Copy URL' in the item detail screen. 2. Feeds and notification for Custom fields in Item, Epic and Meeting is now
Reply all request
Right now, you can only select reply all on the message window. A lot of times I'll just hit reply, but realize that when I was on the writing window that I needed to hit reply all. This is a great feature from Gmail that I miss. Thanks!
Submitting a PO for approval and approving it using zoho deluge
I am having a hard time figuring out how that line of code would work and how to write it I tried the markStatus function and it didn't work.
Export Customer List WITH ADDRESS
We want to export a segment of our customer list in Excel (or CSV) to a new salesperson. The export must include the customer name, phone, email and ADDRESS. I tried to create a custom view to export but the address fields are not available. Is there
Time based workflow using business hours
Hi, I am looking to set time based actions based on business hours - eg. M-F 8-5. I noticed the conditions are all based on calendar hours. Is there anyway to make a time based action using business hours. Here is the scenario We have a response SLA for
Update on the recent Apache Log4j vulnerability
Dear Users, A high severity vulnerability, (CVE- 2021-44228), impacting multiple versions of Apache Log4j utility, was disclosed publicly on December 9, 2021. The vulnerability impacts Apache Log4j 2 versions- 2.0 to 2.14.1. Find the details of this vulnerability
Did you know that Widgets/Form Controllers have pending and callback actions?
Greetings from Zoho SalesIQ! As you all know Zoho SalesIQ now has features like stand-alone Widgets and Form Controllers. Widgets allow you to bring custom data from multiple services and display them in the chat window. Form Controllers can be used as
Demote button
We have inserted a button in the contact module which calls a deluge function. The function is designed to demote a contact that is no longer active and reassign it as a lead. The function's script is below but for some reason it doesn't appear to work.
How Do i copy filed Product module to custom module
We need to make some of document in Zoho writer. but can not Bring data from Product module. so We need to make Copy from Product module to AAA module (Custom module) This is only work when Button is clicked. Can we do that?
Error Connecting POP to GMAIL (poppro.zoho.eu)
Hello, Got this error message from GMail when trying to connect POP. There was a problem while communicating with poppro.zoho.eu Server returned error: "Connection closed by remote host: The other server terminated our connection. Please contact your
Custom function for custom Button to create new record in different custom module
Hey, I was trying to implement a custom button into our CRM which should create a record in a custom module, called "Customers" (API Name "Customers"). The button is in the module "Opportunities" (API Name "Deals"). Clicking on that Button a new record
Trigger can't handle a volume of events at once, so the speed seems throttled
I am creating/updating from Hubspot Companies to Zoho CRM Accounts, and my flow works as expected. The flow triggers on updates to Hubspot Companies. On Sunday nights I get updates to about 3000 companies in Hubspot. Those should then trigger the updates
Gravity Forms - ZOHO connection | cURL error 28: Connection timed out after 5001 milliseconds
Hi, Since this week we are experiencing issues with the Zoho CMR add-on for Gravity Forms with the connection to ZOHO. The connection with ZOHO is not stable, sometimes the connection is lost and forms are not submitting to ZOHO. I did add an attachment
Zoho France en 2021 : rétrospective de nos contenus
Bonjour à tous, chers utilisateurs ! 2021 a été pour Zoho France une année riche en contenu pour offrir à ses utilisateurs le plus d'informations quant à ses produits et tendances du marché dans la langue de Molière. Sous divers formats, pour diverses
how to reject/quarantine spf:none mails
Hello. I'm having trouble receiving spf:none spam emails. Where can I find the settings to reject/quarantine spf:none emails? In the dashboard, I can only reject or quarantine them if they clearly fail. Since they keep changing their domain, specifying
Email groups not accepting mail
We are having problems with email groups not accepting messages sent from external addresses. The groups are public, i.e. set to allow emails sent from anyone. However, only email from certain domains gets through. Email from, e.g., gmail.com or yahoo.com
Need Consultant for Firm
Good Morning Zoho Community, To make a long story short, my firm used to use Zoho but there wasn't a lot of buy-in from staff. I am looking to revitalize our business development efforts and having a CRM system would make things a lot easier overall.
Which field indicates deals is won/converted in zoho crm api
When i login into zoho developer console then going to analytics section i can see the Won Deals Count are 2. I want to fetch those 2 deals only through zoho crm api or query api.
Is there anyway to optimize the latency of this Action Function?
This function executes properly upon the change of the Teste1 field but it takes a few seconds to do so, is there any way to make it faster?
How to Run a Report for Sales per Item for one customer only
I would like to know what items were sold to a single customer, in a csv file. Basically it would be a list of items (and how many of each per year, for example) for one specific customer. Thanks. Maripat
E-mail Alert for notes added by other users
I know that you can not setup a workflow for notes added to an account. But is there a way to setup an e-mail alert when a new note is added to an account when the person adding the note is not equal to the account owner? Example being, ABC company is
Quantity Price Breaks
Hello, I know there will be endless requests to improve product configuration and pricing. But the highest priority in the market will be for quantity price breaks. Price for quantity 1 = $10 Price each for quantities between 2 and 25 = $7.50 Price
Dynamic Signatures in Workflow for different CRM Owner of Leads
Is there a way to have a dynamic signature for each CRM Owner in a workflow? We have 2 new sales leads that will be triggering the flow and we want to just have one flow with emails that will update the signature based on the CRM owner.
Zoho Books, Related List for CRM cases
We’re transitioning to zoho finance Currently we use CRM and relate CRM cases to CRM sales orders. We want to link a Books Sales Order and a CRM Case and Books Contact to their CRM Cases How would I go about relating a books sales order (and it’s invoice)
Zoho Survey - Automated Report When a Survey is Completed
When a survey is submitted, I'd like the individual survey result to automatically be sent to specific people in my company. I can schedule a daily report with all results in that interval, however, then every day we will all receive a message stating
Can't send campaign
We are testing zoho campaign, and have created a small (4 people) list for testing. Sending a test message doesn't work, as the test does not allow us to have a first name and company tag. We need to be sure that they are importing correctly. We do NOT want to send to our lists until we know that all is well. Currently, we can't seem to find how to send immediately so we can continue testing. If we find that this works for us, then we will sign up and cancel our Constant Contact account. Tana
No send options for Zoho Campaign
Hi there I have created a Zoho campaign and have reviewed and accepted the campaign but I can't see any of the send options. Any help / solutions available would be greatly appreciated as I'd like to send the campaign asap. Thanks in advance!
Using offlineimap with Zoho Mail - SSL/certificate problems
Hi, I am trying to use offlineimap to download my mail from Zoho's IMAP server. It kind of works, but I've had to add a cert_fingerprint to my .offlineimaprc to make it connect correctly, and every day I seem to get a different fingerprint and need to
Alphabetize column
Why doesn't one column give the option to alphabetize the entire column? It used to do that, but after making a small change it no longer gives me that option. All I have in the drop down menu is Search.
Tag Clients on Facebook- Zoho Social
I need to be able to tag people on Facebook (such as our clients) and on Google+. Twitter, Instagram and LinkedIn works fine, but the fact that I have to go in and edit a Facebook post defeats the purpose of a social media management tool. Other than that everything is amazing!
Cant scroll in note
I am new to notebook but have been unable to figure out how to get the scroll bar to work in a long note. I would also like the note to open at the end of the note, not the beginning. The inability to scroll is the bigger issue. The scroll bar on the
Postcodes for Sales Territories
Hi We use Postcodes (We are a UK Business) for our Territory Management and have encountered a problem that I am hoping someone can help with or advise a workaround for. If a lead is in Newport in Wales with a Postcode of (NP) it puts it into 2 territories as it also pulls back Greater London as the lead territory (Postcode of N against it) so I have ended up having 2 territories against the lead. I am using 'Starts with' and have listed all the start of postcodes ie N, NW, KT etc for the Greater
Delete Shifts in Bulk
Hello, We're back with yet another useful feature enhancement. You can now bulk delete shifts of your temps! From the shifts page, select the Temps, select the Delete Shifts option to get a pop-up that will make your job a lot easier. Just select the
Bank Account Filter - Add Unmatched
In bank accounts, the register for any given account provides the option to filter transactions by "all transactions", "matched", "manually added", "categorized", "reconciled", and "unreconciled". These are great options. What would be extremely helpful,
Intermittent email through IMAP (Dec 2021)
I have been dealing with an intermittent problem for some weeks now. Every so often, I cannot access and send my Zoho email using Outlook on Windows. I can access and send fine using Zoho on the web. I've worked with tech support through email on this
Data level access management in Zoho Books
Team, Since the financial data is sensitive and needs abstraction when presenting to its users, there should be some data level access management in Zoho Books like Zoho CRM. Certain use cases 1. Field level permissions : Certain fields should be visible to certain users/roles only 2. Data level permissions : Certain bills/expenses should be recorded with limited access eg. Salary expenses which only Finance and HR teams should be handling. Bills from Department A should not be visible
comment réaliser un lien vers un formulaire créé ?
bonjour J'ai créé puis activé mon formulaire et maintenant comment j'obtiens le lien de ce formulaire pour l'insérer dans un site ou un blog ? merci d'avance de vos réponses
import from evernote
how to import from evernote
Spam Control
Hello, my Spam Control is not more working. Follow message comes, how i can fix this issues ?
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