Zoho Expense: Retracing 2021 - A year of new beginnings
automate posting (rss)
Hello, is there a way to post automatically iwhen a new article comes in via rss? I already added the feed to the content-library but I have to compose a posting by hand. This is what I want to automate, it would be great if the automation is feed specific.
create project automatically
Hello, I need that every time a deal is won, a project of that deal is automatically created. I have checked everywhere, but I can't find how to do it. Thanks
Zoho workplace not loading
To whom it may concern: When I log in to my Zoho mail account, the Workplace interface never loads. I just get a blank white page with the Workplace favicon at the top. It's not my internet connection - other pages work fine. Could you please assist
Website form submitting incorrect phone numbers even after customers have fed in correct number
we are experiencing an error in our Zoho account whereby customer numbers are captured incorrectly from what they key into the chat box. We experimented this with our numbers and we got the same error. The integration was via Zoho and not a third party
Integrate both zoho invoices and zoho subscriptions to same zoho CRM account
Hi! It looks like I can integrate either Zoho Subscriptions, or Zoho Invoices with CRM, but if I try both I get an error. For example, I integreate Zoho Subscriptions OK, but then I try to add Invoices (from Invoices web app settings), and get error "Integration
Get created By date using deluge
Hi, I am trying to get this created By date using deluge in functions; but i couldn't .. (as shared in attached screenshot) Please let me know how can i achieve this . Thanks and Regards, Sidhant A.
How to split a "Received" document into Zoho Sign - into multiple documents
Many times we receive PDF documents that are made up of 30 or 40 or 50 pages. These single documents are actually multiple documents that have been scanned in as a single PDF. Once the documents come in to us we need to break them up into their respective
API to add notes
I've got a php script that searches for records and it works fine. The key line is: $records = $obj->getRecords( $token, 'Leads', $data['Email'] ); $record_id = $records->data[0]->id; I'd like to add a note to the returned record. I'm using the native
invalid_code issue in generating token in Zoho Books
I'm trying to generate the token for a new client that I have created from the Zoho api console. I'm using the exact same authorization_code as received from the zoho auth api. But when I'm trying to generate the token, I'm getting the error, "Invalid_code".
【1/12〜1/14】Zoho CRM 管理者向けトレーニングのご案内
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Copy Address buttons
I’m new to Zoho CRM and having a little difficulty configuring Addresses The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead import stage. In the first instance, the Physical street Address is the most important as Sales staff will generally need to go to this address to meet the prospective Client On conversion of the Lead I need the following to occur: In Potentials (Opportunities) I need to display · Physical Address
could not establish connection with zoho
I am trying to send an email using http://stmp.zoho.com host by my laravel program using my zoho account with this configuration MAIL_MAILER=smtp MAIL_HOST=http://stmp.zoho.sa MAIL_PORT=587 MAIL_USERNAME=xxxxxx MAIL_PASSWORD=xxxxxxx MAIL_ENCRYPTION=tls
How to integrate more than one module in the same Form?
The current Zoho Form integration feature just allow one module integration by form in New Record and Update Record options. Is it possible to integrate more modules?
Integration of Google Analytics data within Zoho CRM
Hello everyone, When I used regular Google Analytics code prior to Universal we tracked the traffic source information from Google Analytics on source, medium, term and number of visits. These details were recorded separately within each lead page. How can I develop the same with Google Universal Code? Many thanks for your help!
How to Search Items in a Picklist on Sheets
When using the search feature in sheets, if I'm looking for an item that is in a picklist it cannot find it unless it's the present item in the cell. Is there a way to search items, regardless of their position in a picklist?
Mail Outgoing blocked.
hi my email address cheewee[@}icreationslab[dot]com seem to be blocked. any idea how to unblock and what is the reason it is being block as i didnt send any bulk or spam mail. please help asap. has been blocked due to security reasons. Block Type: Mail
Community France c'est :
Zoho Email App - Font size doesn't seem to respect html
When I send a test (html) message to myself and read it in the Zoho email Android App, text appears with a tiny font, even though the email composer (Mailerlite) was set to font size 20. Around 11 words per line. If I view the same email in the gmail
Streamlining Business Processes for Entrepreneurs | Small Business Heroes E09
In the ninth episode of Small Business Heroes, a CustomersSpeak series, we had a conversation with Pamela Crenshaw from Chicago ZUG. Pamela's entrepreneurial journey has helped her understand the challenges of starting a business and setting up various
SEPA - Withdraw money via Zoho Book from our customers and track transactions.
Hi, i would like to use Zoho Book for my company because we already use Zoho CRM and I have the following problem: - My bank is not showing up in the bank selection field - apparently it is not possible to Withdraw money via SEPA Is this right and are
Custom Lookup for Tasks
I've changed the vendor's tab to a time sheets tab. I want to keep track of time related to tasks. But, when I create a custom look up field, I can't relate my time sheet to a task because tasks are not included in the look up field. How do I add a custom look up field so that I can relate things to Tasks? Thanks, Jordan
Add multiple phone number to a single Contact
Hello, To my knowledge, in "Free" tier Zoho CRM account we can add maximum 2 phone number to a particular contact. Is it possible to add more than 2 phone number to a partiular contact? If so can you mention the method? Does CRM Plus/Enterprise account
Could the Zoho MH team at least tell us what is planned in the new version?
Hi All, I really would like a pre-release doc that would tell us what is coming and what has been fixed in the new MH. We have been being told for about 9 months now that the new version of MH is coming. OK, so the date gets pushed. That is understandable
Zoho MarketingHub and HubSpot Marketing - What are the main differences?
We're evaluating our tech stack right now and while we primarily use the Zoho ecosystem for our internal operations, we're putting each piece in the system under the microscope right now. One thing we're evaluating is whether we should be using MarketingHub,
May i know the links of material of learning zoho creator from beginner to expert .. it may be books, links of codes , Youtube links ..
May i know the links of material of learning zoho creator from beginner to expert .. it may be books, links of codes , Youtube links ... Thank you, Sidhant A.
The name on one of our emails doesnt change
Hi Zoho, An email out of the four shows that we have shows the name Constantinos which i set when i created it. But i tried changing it to ReefandCo and it told me that it was saved it, but still shows Contstantinos. The problem is that i need to change
Password Sharing in Zero Knowledge Architecture
Can someone please help me understand the following? If Zoho Vault architecture is truly zero knowledge and the credentials are decrypted at the client-side by the master password, how does password (credential) sharing with others even work? I've a Team
I'm not receiving email
I can send but not receive. I did test sending to gmail and ok but when I answer I don't receive. In gmail I get message of address not found.
Why Are Campaigns Going To Spam
When I test an email campaign the test email goes to my spam folder. It did not do this before. But now all my test emails go to spam. I have never marked these as spam in my email and there is nothing in the content that should make an email provider think that it is spam. Gmail Marks the email with this message "Why is this message in Spam? We've found that lots of messages from zcsend.net are spam." Has zcsend.net been blacklisted? I am concerned that this will happen to all emails I send in this
Ticket Visibility based on teams
Hi Zoho Desk Team! Would like to ask if visibility based on teams is possible? Say for example: Ticket 1 is assigned to Team 1 Ticket 2 is assigned to Team 2 Output: Ticket 1 is only visible to Team1 members and Team 2 members cannot see the ticket
Help Center / Portal
I am in a trial for zoho desk. From what I can tell you guys use "portal" and "help center" interchangeably. Is that correct? My problem is that I want to control the fields the customer sees when in the portal. Right now they can see all kinds of
Community Digest - December 2021
Announcements Check out what's new in Zoho CRM Winter '21 release Regulate support tickets visibility with Zoho Desk integration in Zoho CRM Rolling out new enhancements in user field and reporting hierarchy Associate subforms and save templates as draft
CUSTOM COVER PIXELS
What is the width and height of custom cover?
How to remove "create a free website" footer on Zoho sites?
Hi there, Actually the question has already been asked on your forum. How to remove "create a free website" footer on Zoho sites? Since your features mention that we're provided with "100% Ad-free Website" I would like to request you to provide me with a "How To Do" instructions. Thank you, Afraadh
Removing Zoho's footer ads
Hi. Is not possible to remove the footer ads using a free plan anymore?
IMAP error when moving message into folder other than Inbox
Hello, I encountered a problem when moving messages to a folder other than Inbox using the IMAP protocol. Error returned by ZOHO: NO [CANNOT] Invalid target folder Stacktrace from com.sun.mail library: javax.mail.MessagingException: A50 NO [CANNOT] Invalid
can't send email from api of wordpress
I am using wordpress pulgin "zoho mail", can't send email now, the "test mail " function is feedback"Mail Sent Successfully", but I did't receive test email had send. The api connection is fine too, why? If I try sending email from mail.zoho.com, the
Change the spacing between logo, header, menu, banner
Hello, I would like to reduce the spacing between the top of the page and the logo, reduce the spacing between the logo and the menu, reduce the spacing between the menu and the banner. Thank you so much
Calendar reminders Thunderbird caldav
Hi I'm using Thunderbird Lightning with caldav to sync my calendar. Everything is fine except I am unable to clear event reminders and have a number of old ones that won't go away. Every time I click dismiss in Lightning the event reminder is immediately restored and when I close the reminder window it immediate opens again. I can only get rid of reminders by disabling reminders for that calendar in Lightning - which defeats the purpose as then I get no reminders. How am I supposed to clear the
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