PDF attachments sent via email will not open
When my users attach a PDF template (an invoice, for example) to an email sent using Zoho CRM to a customer, the customers report not being able to open the attachment. This is happening at an alarmingly high rate. When we download the PDF from a template
REPORTING TAGS
Hello I'm from Tanzania, I have go through the conversation window, what i found out that there is this section (reporting tags) that enables user to get access to use the cost centers feature, I have seen the procedures on how to enable reporting tags
What's New in Zoho Payroll [India Edition]: November 2021
Hello everyone, We hope you’re doing well. We have been constantly working on improving your experience with Zoho Payroll so that you can complete all your payroll activities on time and without hassle. This month, we have made enhancements to the Approvals
Map Dependacy Fields
Hi I was wondering when you will make available the option where we can utilize multi-select fields as a parent field for map dependency. We have Industry types (more than 20) that some companies over lap. Rather than having multiple fields I wanted
Can't populate hidden field with ZohoHCAsapSettings
Hi, I want to add some information to tickets created in ASAP. I can do so using ZohoHCAsapSettings as long as the fields are editable. However, I want to hide those fields, but as soon as I configure them to be hidden in the knowledge base, their values
Vendor Charged Too Much and then Refunded. How to properly process
As my title states, my vendor charged our credit card $745. Immediately Refunded $345. I've now a few times to process correctly and the process does not seem to work. Things I've tried. What I would normally think to do: Bill was entered for $400, click
Set email subject background colour in webmail
Hello. In the webmail version, is it possible to set the background colour of an email in the Inbox to different colours? Like we can add tags that put different coloured boxes on the email, can the background of that email have a different colour? As
How Zoho handle spam on stream groups email accounts?
Hi, I notice that i can create email accounts based on Streams, how i can see the spam folder of this accounts? Best
Announcements in Zoho CRM
Hello everyone! We're excited to announce the launch of Announcements in Zoho CRM to communicate important updates to you all. Here's the placement of Announcements in our Zoho CRM page: Here, CRM users will get important messages from our Zoho CRM
Automatic workflow
Hi, 1. I would like to have an automatic email sent to client at X days without their answers saying "Dear customer, this ticket is waiting for your answer or feedback. Should you not reply within 48h, this ticket will be automatically closed and considered
Text in Tickets
It would be really cool if there were a built in way for customers to be able to text in their tickets like they do email tickets where desk could automatically assign the ticket to the right account and contact based on the number that was used to send
Can I remove "Subject" from a Quote?
Hi everyone, Is there any way to remove the Subject field from a quote as we have no use for it so usually end up just writing junk in there that doesn't have any relevance to the quote. It doesn't let me edit the field to change it to auto number or
convert lead default to create deal/potential
100% of my leads that convert need to map to both a contact and a deal. Right now the convert screen default is to create only a contact but not a deal. How do I set the checkbox to create a deal by default so I don't have to check that box every time? Today I was in a hurry and failed to check the 'create deal' box. As a result the lead did not convert to a deal (only to a contact). Now I've lost data that was supposed to map to the Deal. I have an email copy of all the data so I can manually
How can I add a condition on a automatic flow in a Blueprint?
Hi All! I am looking forward to automating some transitions in our current workflow based on follow ups. The thing is that our contacts have multiple languages, so I would like to send an email notification template based on the language (a field in the
Workflow rule to update a field in an associated record is failing consistently
Hi All, I realised today that we are having the following issue. We have a workflow that needs to update to fields based on an action. One of these fields is in the same record (Deal), is associated with a blueprint stage and is being successful every
What are my options for integrating with mobile business phone
We have a business consisting of 2 contractors who are on service calls during the day. They will have tablets and cell phones for accessing Zoho. We have one mobile phone# as our main (and only) business phone. I would like all missed calls to be logged in Zoho CRM. What are my options for accomplishing this? I was looking at Telephony providers but we're not brick and mortar. Is there an app for the contractors personal mobile phones that will handle incoming and outgoing calls using my business
Automatically adding country code to 'Phone' field in CRM
I'm having some trouble getting this to work - https://help.zoho.com/portal/en/community/topic/custom-function-7-add-country-codes-to-contact-numbers I have (as far as I know) set up the 'action' correctly and then created a 'workflow' to run this whenever
refreshing access token automation
hello I am developing a backend using nodejs, I want to automate the process of refreshing access token, can anyone guide me please I tried a way using callback but for every api-call to crm I have to a do a callback to get a new refresh token(for example
Change the assigned task owner depending on the task status defined in a blueprint
If a blueprint is being applied to a task then it would be useful to be able to change the assigned task owners depending on the currently worked on workflow status. For example look at the process of a documentation task where the "document writer" is assigned to draft a text. When the drafting status is finished then the task is assigned to a "proofreader". In that case the task owner should be changed to the proofreader. Both of the "document writer" and the "proofreader" should be listed as the
How to show custom fields from one module to another
I am using Zoho CRM... I have changed the layout of my fields to suit the UK. So for example in "Accounts" I changed province to "County" Now when I add the account to create an invoice and enter the account name then it fetches fields from the account like City automatically from what is entered in the account. Because I had to delete the province and make a new single line field called "County" it is not showing the custom field. I have made the same field with the same name "County" in accounts
Blueprints and Canvas
Hi, Im having a bit of an issue with canvas, when add the blueprint it requires a certain amount of display space, can I bring this to back and add buttons or fields above this element or am I stuck with a blank space?
CRM Developer needed for a small project
Hi, We are a small business planning to provide disability services in early next year. We need a developer to do bit of customization in CRM and then integrate it with Zoho books at this stage. Please share some good developer's contact details. We
Deals data (not) loading
Hi. I cannot see any detailed information for Deals, contacts etc because they all show as loading. See image. i tested in another browser and/or clear the cache/cookies but dosnt help still showing loading..... this effect all the accounts. how to
CRM Archive Contacts, Leads & Accounts
https://help.zoho.com/portal/en/community/topic/archive-contacts-leads Zoho - was progress made on this? The convo was locked and the link for updates at the bottom of the thread does not work.
Where are "Archive Folder"?
I can not find " Archive Folder" . Where does the Archived Task goes when I hit the "Archive" button?
What's New in Zoho Subscriptions – November 2021
Hello everyone, We're always listening to feedback, and have added some highly requested features to Zoho Subscriptions this month. Here's what's new: Charge setup fees upfront You can now charge the setup fee for subscriptions upfront, i.e., the setup
Cannot change sender's name and edit profile
Dear Sir, I unable to change the sender's name of my email account. I logged in to my mail > Settings > Send mail as > Edited the name The name is saved but when I send the mail, it displays my previous sender's name. Also, I am unable to save my profile with new details. Mail > Settings > General > User Profile The changes are not saved.
Update "modified time" field to trigger updates in other modules
Hi. We want to use the Update Module App to trigger updates to other module records when the "modified time" field is updated, but here is no time related criteria in the filter. Is there a script to set the filter by time? Thanks
Goal editing - bottom of screen obscured since Zoho One interface update
Since the Zoho One interface update, the bottom of the screen you use to edit Goals is inaccessible. See screen-1853. I'm trying to select the field called "Demo Score B" but you can see that it's hidden and not selectable.
submit button on top of form
I have a form with many fields. The user needs to page down 3 times to get to the bottom. I've arranged the fields so the important fields are near the top. Most users will never need to enter information in the fields near the bottom of the form. Is it possible to create an additional Submit/Cancel button on the top of the form? Currently all users need to go to the end of the form just to hit Submit. Thanks Herb Wexler 222.PreventingMediocrity.com
Tip #1: Handy shortcuts to move around your spreadsheet
No matter the application, keyboard shortcuts are always a great way to save time and make you more productive. Here are a few quick key actions you can use in Zoho Sheet to navigate within your spreadsheet. Moving to the next cell (Tab, Enter, Shift+Tab)
Trying to run a formula based on a checkbox
I am trying to run a formula that only runs if a field is checked. Basically, if the field is not checked I want the formula field(currency) to be $0. If it is checked I want it to run a calculation based on another field. I have tried: If(${Sales Orders.Commissionable}==0,0,If(${Sales
ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked.
Buenas tardes la cuentas de mi dominio les sale este mismo error. me pueden ayudar a desbloquear. Gracias.
5545.1.8 OUTGOING BLOCKED
DEAR SIR, MY ACCONT info@pipecooverseas.com OUT GOING HAS BEEN BLOCKED, KINDLY PLEASE UNBLOCKED ME. WE ARE IN EXPORT BUSINESS OF METALS .
Unread Option for Emails
Is there a way to mark emails as "Unread?" Or rebold the ticket?
Shopify transaction (payout) fee to Zoho books
Hi, I'm pretty sure that many of us suffering when we need to enter manually Shopify's transaction (payout, merchant) fee. I came up with not too elegant (I'm not a coder) but a very efficient flow to automate the creation of a bill after every Shopify
Mail app on iOS keeps downloading all email with IMAP
I have a Macbook with Mail.app and an iPhone with iOS Mail, both configured with IMAP to access my email on Zoho. However the iPhone keeps downloading all email (thousands) How can I stop this behaviour? It only does it with the Zoho IMAP server and not
Z form date not correct in google sheets
I am linking Zoho form data with google sheets. The date field in Zoho is entered as 11/05/2021 The google sheets field becomes 44505 The only field in sheets that has a 4405 is the added time column which is 44505.4741666667. Added time in Zoho is 11/05/2021
Leads converting to contacts
We are creating mailing segments but want to differentiate leads from contacts. I've noticed that in doing this we are seeing some leads appear within the contact mailing list after conversion. When leads get converted, are they removed from the leads
Retrieving zoho pop3 account using fetchmail failures
My first attempts at using my newly opened pop3 account on zoho has ended in repeated failures. I'm using the old workhorse `fetchmail' to retrieve the mail. Where the basic working line if version: release 6.4.16+GSS+NTLM+SDPS+SSL-SSLv2-SSLv3+NLS+KRB5
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