mailer1.zohocrm.com
Hi Zoho, Good day. I just want to verify if this is a legit domain under Zoho. One of our client received an email from this domain mailer1.zohocrm.com. If yes, may we know what is the role of this domain. Thank you! Best Regards.
Rating the Calls
Hi, i wanted to know if there is any option that after my salesperson ends a outgoing/incoming call with a lead or customer, the salesperson can to rate the conversation with stars from 1 to 5 or another way, but i want to give my salesperson rate scale
SBI Corporate account Zoho auto Sync
One of the key functions of accounting/book keeping being bank reconciliation, Zoho books seems to be lacking this or selective on which banks they auto sync. Did you find a way for being able to Sync SBI corporate.
Can I associate a project in ZOHO Books to a specific income account.
Hi Currently each time I invoice a project I need to change the income account. Is there a setting within the project I can change? Thanks Dianne
Articles you don't want to miss!
Hello Everyone, I hope all of you are doing well and staying safe! We are back again with our monthly blog updates! This time, we have several interesting blogs and infographics on an array of crucial HR topics including, employee training, stay interviews,
SMS on Mobile not working
Hi, Please check screenshot, after clicked on that button . . Also you can check this link - INV-000003 | Invoices | Zoho Books - Google Chrome - 3 January 2022 (loom.com) But i didn't receive any message yet. Please let me know , if i missed anything
Project Tasks
All tasks are missing. Can only see the list with "plain" view but in kanban and classic the page is blank. All commments in tasks are missing too. This started this morning. need solution urgently thanks
Entering 2022 with a quick revisit to the year of new normal!
New Year Greetings from Zoho SalesIQ! 2021 was a rollercoaster ride for all of us - but amidst the pandemic, SalesIQ launched its all new UI - Zoho SalesIQ 2.0 with new and powerful features like codeless bots, answer bots, stand-alone widgets and several
On Creation on invoice , how can i set up and email will be send out in Zoho Books ??
On Creation on invoice , how can i set up and email will be send out in Zoho Books ?? Thanks and Regards, Sidhant A.
May i know what is the difference between Zoho Books and Zoho Invoice , in Short may be ??
May i know what is the difference between Zoho Books and Zoho Invoice , in Short may be ?? Let me know. Thanks and Regards, Sidhant A.
Mail replies are not going
Hello, We are getting error while sending out replies on zoho desk. Attached is the screenshot . Kindly assist.
Print
Hi All, I have written a code to print a page and content is feeded from a particular form but when i print something is overflowing and going to second page and i dont know what please help me here. I have attached the issue png as well. Style Code
Limit agent access to single account
Is it possible to limit an agents access to a single account? I would like a specific agent to only be able to access tickets from a single account. Is this possible?
Tiny Tip Tuesday #45
Personalizing your surveys Assume that you want to send out a survey to employees who are currently working from home to find out their willingness to work back in your office. You can employ a few tricks in your survey and make it personalized for each
Call a function in a Creator App
Is there any way to call a function in a creator app from CRM?
Dialpad Intergration
Hi All, Previously I have had Dialpad intergration working correctly, records would transfer etc. I have come back from break and now Zoho and Dialpad are not playing nicely together. Whenever I try to re-authorise Dialpad to talk to Zoho CRM I get
when something requires admin rights, you lose control of the screen
I was adding a printer on user pc and it requires admin rights but before i enter admin creds i lost control. Any idea?
File upload thumbnail preview.
We would like to be able to have a thumbnail preview of the image files we upload. For now what we do is to upload a file, go to the list view, copy the URL and paste it on the Image Field, but this doesn't work for different views because the link has a reference to the view and not to the file itself. :( Very disappointing!!! Today all programs have previews for image files. Its ridiculous that we have to do all this work to get a thumbnail up.:( Florencia
Customizing the Ticket View for Agents
Is there a way to shade different types of posts? Our agents would like Public posts to be shaded. They were thinking the <div> box for the public comments could be a shade of gray. Is this possible? The text says public/private, but they would like some
No puedo recibir ciertos mensajes en Zohomail
Buenas, He comprobado que puedo remitir mensajes desde Zoho sin problema. Pero para recibirlos, a veces puedo y otras no. No entiendo los motivos. Cuando desde la dirección que emite se envía y da error, aparece el siguiente mensaje: No se ha encontrado
Email > landing page > form > campaign - Marketing Hub
Hello, I want to send out an email campaign, that links to a landing page, that holds a form, that when filled, feeds into the CRM as a lead, and associates it against a campaign. I want to build all of this within marketing hub, but I can't see how to build a landing page or how to associate the form with the campaign once the lead is entered. Can anybody tell me the best way to approach this? Many thanks!
Email Forward to txt message question
So far I like the Zoho services during this testing phase and hope to get past this last barrier in order to purchase full service for all of my workers. We currently use BlueTie email and it works well but does not have all features of Zoho. When an email comes in to each of my workers accounts, I need for them to be notified quickly of the new email which may have important instructions for them. They currently do not have a way to check email by mobile and they usually drive to one of the local
display call description in the notes section of a contact or add notes field to completed call screen
When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into each completed call. The other option is to add the notes field to the completed call screen.
How do i add 'Sales Trends' to my CRM homepage?
When i add components to my CRM homepage i can select from most of the dashboards listed in the analytics tab, but not the 'Sales Trends' dashboard... I'd like to add, for example, the 'Deals Closing By Amount' trend/anomaly chart to my homepage as a
Community Digest: un resumen de diciembre de 2021
Community Digest de diciembre de 2021 ¡Hola, comunidad! Feliz año nuevo a todas las personas que formamos parte de Español Zoho Community. Este 2022 esperamos seguir creando contenido que os sea de valor, y facilitando el aprendizaje y el compartir conocimientos
Zoho Invoice Template/Online Payment
Please how can I edit an invoice on Zoho Book? Secondly, is there any way we can utilize online payment in Nigeria?
Spotlight/Alfred Search in Mac - Zoho WorkDrive TS
I was quite happy to hear ZWD True sync finally became available for M1 Macs. In the meanwhile, bought a large external HDD, and installed the regular ZWD, which downloads specific folders. I have been using Alfred for Mac for several months now, combined
Tip of the week 44 — Qualifying the best leads for sales
What is your goal behind generating those 1000s of contacts everyday? Just to build your contact database and engage with it? Err.. No, there is a lot beyond this. As marketers, qualifying the best contacts for sales is as important as generating and nurturing them. How do you do this? The best way is to assign scores to your contacts based on how they interact with your business. From subscribing to your newsletters to opening/clicking links in your emails, every action of your contacts counts.
How I can change visibilty of chat message just for admin ?
How I can change visibilty of chat message just for admin ?
Closing out FY - Cash basis
I have our business set up as a cash-basis accounting, and I want to close out the Fiscal year, by transferring the loss to the member's equity accounts. However, my "retained profit" account is at $0. How do I create a journal entry to assign the los
Creating Lead Source Rule
Hello helpers, I'd like to create a rule within ZohoCRM. We use the field "Lead Source" to track where our sales leads come from. Google search does not automatically populate this field. However, we do pass UTM_Source/Medium into Zoho. I'd like to
Endpoints and params for package and sales order details (Zoho Inventory)
In order to get the details of packages and sales orders, our app is now making at least 2 requests to Zoho API server. Our clients sent us the suggestion from Zoho team about retrieving item details: Request URL: https://inventory.zoho.com/api/v1/itemdetails?item_ids=<item-id-list>&organization_id=<organizationID>
Problemas para enviar e receber e-mail - Domínio
Boa tarde! Falor com vocês do Brasil. Meu domínio expirou e eu fiz a renovação porém não consigo enviar e receber e-mails. Por gentileza como devo proceder? Meu e-mail: suporte.suzamar@escalandonaestetica.com.br
SPF won't verify in Zoho (but record lookup shows SPF)
I am trying to verify my SPF record through the Admin panel but it continues to show an issue verifying. I have used a Lookup tool which shows that SPF records for the domain are active, but Zoho won't verify. Can you please advice on what the issue is
Customer credit balance
How do i add customers with a credit opening balance
Have Slide Numbers Disappeared?
Have slide numbers disappeared somehow? They have in all of the some slide decks I have checked. I was editing one slide deck when I noticed the problem. I don't think I have done anything to alter the behavior. The change is also observed in other slide
Teaminbox and ZOHO one
Is there a way to get One and Teaminbox to communicate? I'm looking into and learning the software but it seems like any contact added to Teaminbox does not add to Zoho CRM within One. Need some help with this one.
deluge help in functions
Hi, This is formula has been written in Salesforce as - ROUND(ClosedDate - CreatedDate, 0), ROUND((NOW() - CreatedDate),0)) So, I am trying the same formula in zoho crm function with same use , Please help me with that ... Thanks and Regards, Sidhant
Zoho Projects - Client Approvals on tasks or items
I am curious to see what the community has done or built when client approval is needed on a task. What is the best way to approach this? Did you build a custom function? Did you work it into a blueprint somehow? I am thinking about implementing something like this and would appreciate getting some feedback on what has already been done.
Gmail Extension - Something went wrong
The Zoho Sign Gmail add-on never works for me. I was able to login, but no matter what email is opened the add-on will take a really long time load and then eventually just display the error message that "Something went wrong". I have tried refreshing
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