SANDBOX DEPLOYMENT REPLACED ALL PICKLIST CRITERIA WITH IDS!!!! YES, I'M YELLING!
I spent the better part of three days configuring our sandbox rules. Today I deployed to prod and now all of my workflow rule criteria needs to be reconfigured as the picklist value has now been replaced with an ID. So NONE of my workflow rule work since
Estimate stock commitment
Hi, I'd like to see a setting that allows you to commit stock on an Estimate. When you have an open Sales Order, it allocates that stock as committed so that you can determine how much of your stock is actually available for sale elsewhere. With an Estimate, it would be nice to have a setting either when creating an estimate, or as a default setting in preferences that you can select that allows you to commit stock. It would be preferrable as a universal option in the preferences unless you implement
Não foi possível enviar mensagem; Razão: 554 5.1.8 Endereço do Remetente Bloqueado
Não estou conseguindo enviar emails, consigo ver minha conta mas estou bloqueada para enviar, aparece a seguinte mensagem "Não foi possível enviar mensagem; Razão: 554 5.1.8 Endereço do Remetente Bloqueado"
Unable to receive verification code on zohomail for setting up organizational email address on zoho crm
Hello, I am trying to get my domain email verified within Zoho CRM but no matter how many times I resend the verification code, it never shows up in my Zoho Mailbox. The SPF and all that stuff have also been verified. Secondly, within Zoo CRM, from my
How to have one portal for zoho creator and zoho books?
Hello, How can I acheive to have one portal for Zoho books and Creator so that the distributor won't get confused in using 2 portals? Thanks
how can I enable imap and disable pop for all users in my org
hi I have a free zoho mail account I want to - enable imap by default - disable pop by default - make sure they can't change that option thanks
Import backlog project from one account to another sprint account
I have 2 accounts of zoho and I need to export data from one sprint account and import it to other sprint account, the data I need to export projects and its tasks and logged time sheets of related tasks (active/inactive tasks etc). Team help me out.
Mapping Dependency Fields - Unable to edit inline
Hi I've created 2 Dependency Fields & mapped successfully, however I notice that the Parent Field cannot be edited inline (ie there is no edit link next to the field on record view). You physically have to edit the whole record to choose a value in the field. Why is this and is it necessary to be like that? Thanks
Activity Kanban View
The Activity Kanban view criteria appears to be fixed (hard-wired) to look for specific phrases. What is the criteria for an Activity to appear in the Customer Column? What is the exact criteria for an Activity to appear in the Deal Column? I ask because
How to record Debit and Credit on Zoho Books
This question related to bill payment and payment made How do we manually post journal Entry like debit and credit? Not Manuel journal. is it support journals against accounts payable and accounts receivables ? Cannot do business without that
¿Cómo puedo agregar una página que no se vea?
Buenas Tardes Zoho Team Estuve dando vueltas por las configuraciones en Zoho Commerce pero no tuve suerte. Necesito crear una pagina dentro de mi tienda en zoho pero que no aparezca en el menú de arriba (menú principal) que se abra solo al hacer click
Não consigo enviar emails
Estou com sério problemas ao enviar email. Já preenchi no DNS as MX e também o TXT de verificação do Zoho e ainda não obtive a liberação. Tenho contatos importantes que estou tendo que tratar de outra forma.
Merging Many Reports to One Report.
Hi, I have created a form and based on the field dropdown, it will be redirected to the relevant form. So, If India is selected from the dropdown and the form is submitted, it will be redirected to another form specifically created for India. If China is Selected, it will be redirected to another form specifically created for China. How do I get all of the different reports created from all of these different forms to be shown in one report? Should I create a HTML page to display this which can get
Managing candidates through the recruitment pipeline
Hello, I think the way to manage candidates through the pipeline could be simplified for the user and make us more effective. Presently, if I wish to update the status of candidate applications, we need to either open each candidate record individually,
Zoho Assist not working (very slow)
The speed of Zoho Assist has drastically collapsed since last week. We are not able to provide support to our customers.
Zoho Assist seems to be very slow
Zoho Assist is very slow is there away to speed it up?
Zoho CRM Attachment download api not working(API Version 2)
Hi, I've tried following api to download attachment. And I couldn't download. I'm using Okhttpclient for downloading attachment and I got -1 as content-length. I've tried in CUrl too. But, not downloading. curl "https://www.zohoapis.com/crm/v2/Contacts/2847269000000505009/Attachments/2847269000000766005" -X GET -H "Authorization: Zoho-oauthtoken myauthtoken" In postman tool too, this is not working. I got 204 NO CONTENT error in postman tool. Please help and let me know Am I missing anything?. Thanks,
CRM emails stats in Zoho Analytics
Hello, I'm using both Zoho CRM and Analytics, the two are connected. I can't find data in Analytics about the emails sent to customers (I can see the info by creating a new report in CRM, but that would be a lot more useful to have it in Analystics).
Turn off Zoho CRM - Event Reminder Notification emails
Dear Zoho Team, Is it possible to Turn off Zoho CRM - Event Reminder Notification emails It seems that a few weeks ago, a lot of staff started receiving emails based on Events they created in Zoho CRM systemgenerated@zohocrm.com 10:15 AM (2 hours ago) to me This is to remind you of the event: Title : Issue with Schema Starts : 01/18/2017 10:45 AM Ends : 01/18/2017 11:15 AM Location : Host: : Thomas Pursifull Lead/Contact : Related To : Email : Phone : Regards, Zoho CRM Team This email is from
Regarding pkl file for the Python SDK
Hello, We have one pkl file associated with one of the users. But when we tried using the same pkl file with another user of the zoho CRM, we faced an error while accessing the zoho CRM from our python codebase. Do we need separate pkl files for different
Send Zoho Form information to Zoho Sign
We created a Zoho Form that prepopulates information from Zoho CRM and creates a merged document once the form is submitted. I want to send the merged document to Zoho Sign for a signature. We created a Flow that for every new form created is sent to
Email to Lead
I can't seem to find this, but is there a way to create a lead from an email? I want this to work like a web to lead form. Example: An email is forwarded to zoho and it turns the email into a lead.
Warehouse
My company just went to Zoho One, with Inventory. I found out we are limited to 10 warehouses, and if we need to add more, they are $9.00 per warehouse per month. I have 42 trucks that are in our Service Fleet. If I have to add 42 more warehouses @ $9.00
Zoho Creator Pivot Report - buttons are hidden on smaller screens
On Pivot Reports, the Refresh, Sort, and Export buttons are not visible on smaller (13 inch) screen sizes. Even when the screen is extended to the right, it doesn't show. This is a critical feature for us. In the screenshot below, this should normally
Zoho Forms - Troubleshooting failed integration attempts to CRM, and retrying integration attempts.
We just noticed a couple of forms that failed to integrate. However, the integration message is vague and doesn't clearly point to the error. Looking over the form, it's not so clear what caused the error either. So my questions are thus: 1. How do I see details on what field(s) caused the error. 2. If I update a record and fix the error, how do I trigger a retry of the integration attempt, so the record ends up in my CRM? Filling in a fresh new form would be very arduous as it's rather long!
One of my email has been blocked
Hello. I am getting this message for one of my emails. and I can't unblock it. Please help.
export entries to excel in arabic
Hello, we are recruitment agents, after exporting arabic entries the letters are just a symbols, zoho must add utf-8 to languages . need solution. thank you.
Copy Account Address to/from Contact Address
I see old posts on this topic but hopefully this functionality has changed in past 5 years. Is it possible to easily copy an Account address from/to a Contact address. Other CRMs I have used employ a check box to indicate Contact address is same as Account
Out of office replies from bulk emails
When I send bulk emails through Bigin, i.e. one email to multiple contacts, I expect to receive some automatic replies, for instance out of office replies. It would be very unusual if I didn't. However, I'm unable to find these automatic replies anywhere.
Problem zoho invoice in crm
Good morning i have an integration between zoho invoice and zoho crm but when i import quotes and invoice in a contact zoho crm i can see the link but when i'm going out from the page and i come back to the page i lose the link of zoho invoice. I have another problem i can not import the invoice and quotes in zoho crm potential client is not possible to see the link also here in the potential? thank you Simone
Zoho Desk "Suggested Articles" versus Zoho Learn Manuals/Articles
Looking to see if we create Manuals and Articles inside of Zoho Learn, are those the same articles transferred to the Zoho desk "suggested articles"? If not, what's the difference between both and what is recommended for a knowledge base. We will have
Booking system for monthly restaurant reviews
Hi all Looking for some help please to create a system whereby users can access a list of available restaurants to review each month. Once the restaurant is selected, the user "books" their place to review the restaurant that month. I have a Form prepared
Improvment require in zoho booking reporting section
I want to know why the reporting section of zoho booking is very simple and it does not provide a detailed and customize report. Like in microsoft booking we can filter down and export a report by booking service , type and date ans it has lots of other
Import backlog project from other exported sprints account
I have 2 accounts of zoho and I need to export data from one sprint account to import it other sprint account, the data I need to export projects and its tasks and logged time sheets of related tasks. Team help me out. its urgent.
How do i recall invoice sent on Zoho
I have sent an invoice to client but made mistake and need to recall. How do i do that?
How do I assign different phone numbers from Twilio to a single user?
I have clients from several different states and I always call from a local number to increase answer rate. For example: if I have a client in Illinois I will call from a phone number with area code are 773, then if I have a client in Florida I will call
Connect LinkedIn Event invitations to ZoHo BackStage
Hello, Is there a way to automate when people accept a LinkedIn business page event invitation into ZoHo?
Option to view all emails in Account/Deal, rather than being only viewable on a per contact basis - IMAP Integration
Hi, We have recently migrated from Salesforce to ZohoCRM and have enabled the IMAP integration but have come across a major flaw with this, it won't let you view all emails! This is causing serious issues with our Account Managers as they should be able
Shopify data with customer service team
I looked at Zoho One prior to covid and now I am ready to start implementing it into my business. My trial expired over a year ago and I can not remember much about what I had learned. want to know how my customer service team can all access the same
After installing Zoho One Auth, my CalDav won't accept my password
After installing Zoho One Auth my CalDav won't accept my password. How can I fix this?
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