Multiple word search not working using desktop app
Recently multiple word searches have stopped working using the Zoho Notebook desktop app on my 2 computers running Windows 10. Single word searches work fine, but as soon as add a second word, I get the "Search for" prompt and if I select it, I get "No
ZOHE Expsense iOS App / No Edge detection anymore
Hi I´m using an iPhone Pro. Up to now the edge detection worked fine while making snap´hots of my receipts. Recently it stopped working and I have to manually adjust the frame. Any idea why?
Change Host to Bluehost and Email Stopped Working
Hi, I recently changed the host from namesilo to Bluehost. My Zoho email stopped working. The website is percivalconstruction.com. Attached are the error message when someone tries to send me an email. Attached as well is the DNS records that show that
Can't you select "inbound" as a call type in free version?
I am trying the free version of the software and i am not able to select "inbound" as a call type in the Call Log section. Is it only available whe you purchase the service? Thanks for your help
Business Unit Permissions
Hi, I have 2 business units using the same Zoho CRM. I've set up user groups so that they can't see each other's views and reports. How can I set permissions so that they only see certain contacts in the database also? Or - see all contacts, but can only edit theirs? Thanks, Jenny
workflow to change task owner based upon a specific field
we have a custom CRM setup When a Deal is created the derived Tasks' owner is the creator of the Deal. However, I want it to be the Marketing Coordinator of the unit. Every unit, which is a required field of the Deal, has a chosen user as the Marketing
App Spotlight: FunnelFLARE for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Explore Zoho Marketplace for all apps. FunnelFLARE for Zoho CRM FunnelFLARE natively integrates with Zoho CRM to streamline your sales processes and get rid of tedious tasks that slow you down. It brings you power dialer, appointment scheduling, email automation, and valuable prospect insights, all from within your Zoho CRM interface. Get the app here Business needs Sales professionals spend a lot of time in their CRM, and do
Community Digest: un resumen de octubre de 2021
Community Digest de octubre de 2021 ¡Hola, comunidad! ¿Qué tal este octubre? Nosotros no hemos parado y nos alegra que hayáis sido partícipes de lo que hemos ido desvelando: un meet-up virtual, una serie nueva en la comunidad, una gran actualización de
widget setting to a cutoff date
I need to configure a widgets so that it compares information to the cut of a date, for example the sale of this month accumulated to today 10/12/2021 vs. the accumulated sale of the previous month accumulated as of 09/12/2021? In this image the comparison
Sub Forms
Hi, has anyone come up with a good solution for using the features of sub forms without having to pay the hike in subscription costs? Our Account records need the ability to add secondary data elements, eg where a customer has multiple IPs for equipment.
How to split the list of strings seprated with ; in a column
Good Morning, I have a column with client id and a column with list of strings which i have to bring down each string in the list into column. ID list 1. WOMAN,MAN,KID 2. WOMAN,KID 3. MAN,KID I would like
Premium User - Unable to use Advanced Slideshow
I am a premium user, and am trying to use the "Advanced Slideshow" option in Zoho Analytics. Unfortunately I am getting a prompt saying I need to uprgrade my plan to premium... except my plan already is premium. How can you fix this? Thanks
Tip of the Week : Show the Conversion Rate
Do you want to know the overall conversion rate of your sales funnel? This can easily be done in Zoho Reports with a few clicks. The funnel chart in general, will show the progressive conversion rate of each stage, using the Show Convertion Rate option in Charts Settings. Zoho Reports enables you to calculate the overall conversion rate by comparing the first stage and the last stage in the funnel. The below gif shows how to add the conversion rate to your funnel chart.
Creator API v2 Add Records - Not adding SubForm data
I have a formula in creator where I am trying to enter a new record into another creator form. All of the fields in the main part of the form pull in without issue but I cannot insert any subform data into a new record, or udpate an existing record using
Deprecation of older versions of Mobilisten (SalesIQ Mobile SDK)
Greetings from Zoho SalesIQ! On account of the recent enhancements and updates to the Mobilisten SDK, we have planned to mark older versions of the Mobilisten for future deprecation to ensure stable and smooth operations. Which versions does this affect?
ResponseCode 421 - Host not reachable - please fix ASAP!
This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Wed, 27 Oct 2021 10:33:40 +0200 from wojciech@kancelariasosnowscy.pl [wojciech@kancelariasosnowscy.pl]
Status 421 sending email
For the most part my emails are working correctly, but one particular email every time I reply to them I get the abler status error code and the emails won’t be delivered. Any ideas how I can resolve this as soon as possible? I replied to it yesterday
The contacts' subscription status cannot be updated now as it was recently changed. You can update it on Nov 02
Every time I try to change the subscription status for some contacts it gives me this error, keeping in mind that I didn't make any change to these contacts in the past few days, what should I do?
The default tax rate didn't applied when creating a new invoice!
The tax treatment for the customer is Not vat registered as shown in the picture but is located in U.A.E. also the designated zone it's unchecked. when creating a new invoice should apply the default tax, it's doesn't apply? what might be the problem?
Multiple GST Registration
How is multiple GST registrations managed in Zoho books
Pictures
Hello Abdul, Regarding our talk during the last Q&A, here is what I was think about (I found this example in your app Zoho Workerly) "In a candidate list, why can't we add a column to display the picture we sometimes have on the candidate page detail? I read that some people are complaining about the UI being "dim and low", that might add a nice "touch" to Recruit." Abdul Rahuman M 6 days ago Hi Olivier, As I mentioned in the previous session, We are constantly changing the look and feel. Please
Work in different views in Zoho Writer
Zoho Writer offers different views for you to work with the document. Page View Full Screen View Web View Fixed View Each view serves a particular purpose, as described below. To switch views, you can click an icon in the status bar or click View Tab and switch to any required view. 1. Page View In Page View, Document is split into pages and shown as equivalent pieces of paper with physical breaks between pages. One advantage of working in this
Zoho mail always ends up in hotmail spam folder
Hello, Emails still arrive as spam in hotmail ONLY. They arrive fine in gmail. I need support ASAP.
I can not access Android app
Until a couple of weeks ago, my users entered the Zoho Cliq Android app without any problems, this week they could not enter the android app, but they could still enter the windows and web apps. My user can access, other users of my org have the problem. The accounts were tested on the same Android device ver. 7.0. Problem solved.
Extension pointers for integrating Zoho CRM with Zoho products #4: Handle and keep track of your Zoho Mail for deals within Zoho CRM
Regular email communication with Zoho CRM contacts, before or after signing or closing a deal, is a key component of effective customer relationship management. Having a separate section within the record page in Zoho CRM for emails associated with a
Customized fields within Milestones
Hey Zoho Friends, At my company, and I'm sure many others, the ability to add custom fields to milestones would be super beneficial. From an agile marketing perspective, one of the main measurements we use is protectiveness and timing of milestones in order to plan and mange projects efficiently. If we had the ability to add planned time within a milestone and also state whether the milestone was proactive or reactive it would help with our overall reporting and our company initiative of becoming
can a milestone have more than one owner?
hi, Is it possible to customise the milestones fields so that I can allocate more than one owner to a milestone? Thanks, Liz
Journey editing - hard to expand journey 'down' since the Zoho One interface update
Before the update, you could drag the last item in a Journey down, off the bottom of the editing window, then let go of the mouse button and the item would be moved a significant distance further down the screen. This gave you more space in the Journey
Cant access Zoho Mail
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Octobre : Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à tous, Nous espérons que vous avez passé un bon weekend de la Toussaint ! Pour ceux qui sont passés à côté, voici les différents sujets qui ont étés abordés ce mois dernier. La grande nouvelle est la sortie de Zoho One 21 : de nouvelles applications,
Manage ticket visibility for contacts of the same account in the help center - Wrong default
Hello, look at https://help.zoho.com/portal/en/kb/desk/faqs/articles/managing-ticket-visibility-for-contacts-of-the-same-account-in-the-help-center By default, a contact can track all tickets raised from their primary account, which can be disabled if
Column alphabetical
In my contact list on surname you can click the all icon to the right of surname and just view surnames starting with a particular letter. Is it possible to add this feature to a custom field column. Thanks.
How to Get the URL of Host Site in Creator Form Field
I am hosting a Zoho Creator's form in a site through iframe code, and i need to access and store the URL of the same site in Zoho Creator form field. Can anyone please help me. Thanks and Regards
Does Zoho One include Zoho Wiki?
Does Zoho One include Zoho Wiki?
upload data to Zoho CRM
Hi, I want to know how to upload the customer information from sql server to Zoho CRM ? and once any customer data is added to Sql server database it should show in ZOHO CRM as well.
Zoho CRM Tips & Tricks #02 | Maak een uniek veld om duplicaten te voorkomen
Wanneer je veel records hebt, wordt het naarmate jouw bedrijf groeit een lastige taak om te controleren op duplicaten binnen je CRM. Zoho CRM kan je deze helpen op te sporen, voordat deze kunnen worden aangemaakt. Dit kan je met behulp van wat we "unieke
Tiny Tip Tuesday #43
Why is it important to time your surveys? If you spend a lot of time researching how to write the right questions for your survey, how can you make sure your efforts aren't wasted? You'll need truthful and accurate responses to gather the required data
New Zoho One Interface
This is both a warning and a heads up to Zoho One staff. The new Zoho One interface has a TON of bugs and I only had it on for 5 minutes. I tried creating a new dashboard and was not able to add any Apps to it for quick access like it said I could in
Can not log in using Outlook IMAP after activating Two factor authentication using Google Authenticator
Last night i have activated TFA using google authenticator method. Now i can log in though webmail and code generated by Google authenticator. But can not sync my outlook with zoho mail using IMAP. please help..
"Start Sync" button not working on CRM - Desk integration
Hi! I added the Zoho CRM integration from Marketplace and authenticated. Next, on the page "Configure Accounts and Contacts Sync" I selected Two-way Sync, Email(Primary) for mapping and mapped the fields for Accounts and Contacts. The "Start Sync" button
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