Zoho Projects - Quarterly Product Updates (July - Sep 2021)
Dear Users, The year 2021 has been full of achievements for Zoho Projects. We completed 15 years and launched our latest UI (7.0). Through the first half of the year, we fine-tuned our product and ironed out major bugs. In the last quarter, we released
I have lost my archived folders
I don't see my archived folder and so most of my emails! When I look in the "Preferences" I can see that my email account had more than 1000 MBy but I can see only few emails, essentially those that were not archived! Can you help!?!
Filter on automatic closure email
Hello team. I want to send automatically an email when I close the ticket. T his mail contains the link to a survey created with Zoho Survey. For internal reason, I cannot send this mail for all the closed ticket, but I have to apply a filter on the domain
ZOHO Connect Notification emails
Good morning, please advise how to switch off notification emails from ZOHO Connect? Thanks in advance!
Does Zoho use Microsoft to manage their emails?
I got this email and I'm doubting it's legitimate, but I wasn't sure if there was some collaboration between Zoho and Microsoft... Microsoft account Security alert We think that someone else might have accessed the Microsoft account cg*****@zoho.com.
How do you sync customers between Zoho Books and Zoho Projects?
We have integrated Zoho Books and Zoho Projects using the ZSC keys etc. Now, how do you tackle the synchronization problems? The integration only synchronizes the invoices and the expenses! Not just customers, how do you also ensure that the invoice numbering
Welke lijst van sectoren gebruiken jullie in Zoho CRM?
In Zoho CRM heb je een dropdown veld "industry" in de modules "leads" en "accounts". Deze standaard lijst vonden we niet echt gepast aan onze noden en we hebben de bestaande waardes verwijderd en vervangen door onderstaande lijst: Gezondheidszorg en welzijn
What Are the Card Payment Options for the UK for zBooks?
Hi guys, TL,DR re: face-to-face card transactions: » can a card payment be automated as much as Stripe, PayPal etc? » Square doesn't sound it does, can anyone confirm, please? » is the Stripe terminal the same as iZettle, which does integrates at all?
Can I Integrate MixMax with Bigin .. need advice and guidance please.
My client prefers to use MixMax.com and I need to integrate that tool with Bigin. Any help, advice, and instruction would be greatly appreciated. Please include links, etc.
How To Add Zoho CRM Leads with the Zoho CRM v2 API
How do I add a Zoho CRM Lead with the Zoho CRM v2 API, using simple curl connections? The docs are not very clear on not only how to add a lead, but how to even get the proper oAuth token to create the lead. Site
How to get associated records using api.
Hi All, I need to get some associated records from zoho crm. For example, I have record on contacts module and contacts module record associated with the case module. When I execute api for get contacts records then will get associated record details.
Integration Zoho CRM (Passing Google Ads - GCLID) with Integromat
I'm trying to create a lead with Integromat using Zoho CRM (Create an Object) and when all fields and dynamic fields are loaded, I can't find the GCLID field, only my base and custom fields. On the other hand, in Zapier the field (GCLID) does appear.
Custom Module change Key Record from Auto-Number to Single Line?
We have a custom module that has been set on Auto-Number for the key-field but would like it to be free-entry instead (single line) Is it possible to covert this or replace without having to build another new module and migrate all the data?
Gebruikers toevoegen aan Zoho One
Gefeliciteerd, je hebt een nieuwe collega of je hebt iemand aangenomen. Dat betekent dat je diegene ook moet toevoegen aan Zoho One. Om je hierbij te helpen hebben wij het volgende plan voor jullie opgesteld. Zorg er eerst voor dat je de desbetreffende
How to formulate Amount in Deals?
I am trying to have the Amount field (Deals Module) be calculated based on two (could be more) fields: Price and Quantity. This instead of doing so manually and putting the value. Any suggestions that work for the Profesional Edition of Zoho CRM? Th
It’s Raining Updates Here At Zoho Recruit
Hello there, In the past few months a plethora of enhancements have been added to help you hire better. Check out how these features help you straighten up your hiring process and how you can incorporate them into your existing workflow. Introducing the
No puedo enviar correos ni me llegan correos
buenas noches no puedo enviar correos ni recibir mi dominio es indumetal.pe me dice que mi mx no estan configurados, pero si estan configurados de manera correcta. desde siempre ha estado funcionando bien y recien esta semana comenzo con estas fallas
Can the reactive navbar in Helpcenter be disabled?
Hello, hello Can the reactive / adaptive navbar in the Helpcenter theme "Elegant" be disabled somehow? Please see attached image.
Customer View and Sumbit tickets with no log in required.
I want my customers to be able to view and sumbit tickets without having to create an account. is that possible? I have My options for customers to have to sign in off.
Zoho Learn - Nouvelles fonctionnalités de septembre
Bonjour à tous, Il y a du nouveau chez Zoho Learn. Découvrez nos nouvelles fonctionnalités pour améliorer la formation en ligne de votre public. Sans plus attendre, voici les nouveautés : Certification Vos utilisateurs peuvent maintenant recevoir un
EVM and budget tracking for fixed cost project
Hi Zoho, My industry almost exclusively works on a fixed-cost basis, and I have custom software for coming up with fees on a per-phase basis. The budget system that is in place currently is pretty good - I have been entering budget values in to the milestones,
Kanban view not in chronological order
I need to be able to view tasks and sub-tasks in chronological order in the Kanban view and not according to task ID. The order in which I add tasks to my project plan is not necessarily the order that the task is due. This really needs to be addressed
How to Setup Blueprints on Zoho CRM?
Each business has a well-defined way of doing things. Some workflows serve as a pathway to complete different tasks and projects. The way workflows transpire contributes as a significant factor in deciding the software requirements as the software must
MX records are correct, however MX verification fails
hello help Our MX records are configured correctly, however the MX verification step fails. Please see the attached screenshot. The domain is mania.com.bo We know the configuration is correct because we have been using Zoho for a number of years, however
Working with input Dates
Hi. I would like to Know how to programate a field to make calculate percentage betweet two dates. I think two solutions. One by FX fieds in tools inside builder module, and the other one by Deluge. I need to find the percentage between statr date, end
What would be the best way to remove the banner from a web page?
What would be the best way to remove the banner from a web page? Thank you in advance for any help, yeto
Auto collect & Starts at input for Hosted Page
Hi I have created the below script in my Creator App to: 1/ Create a new plan for a customer 2/ Create a unique subscription for that customer 3/ Send them to the hosted page for this newly created subscription to set up their payment method. How do I
Cliq Bots - How to make a bot respond to your messages?
Bots are just like your buddies with whom you can interact. They carry out your tasks, keep you notified about your to-dos and come in handy when you need constant updates from a third party application. So, how can you make your bot respond to a message? The bot message handler is a piece of code triggered when a message is sent to the bot. Message handlers help you customise your bot responses to make it look conversational. The message input from the user can be either a string or an option selected
Zoho Form Integration with CRM Potentials
Hi, I'm trying to integrate my forms with my CRM. I would like for the customer to fill out the form and then that form would be associated with the potential in the CRM. I am having trouble doing this. 1) Is it possible to just have a PDF attachment of the form results within the potential record? 2) If not, I have tried mapping fields but some of the field types are not the same in Zoho forms and the CRM - for example the multiple choice check box. 3) It is making certain fields mandatory
Connect with Gmail
Hi, con't connect with Gmail. Google message says that: "App is Blocked" Thanks
Opt In for CRM Leads
Hi there, we want to use campaigns for some automated follow up emails for certain records in Zoho CRM. I have problems regarding setting up a double opt in though: leads are mainly coming in via webforms. These webforms are not primarily used for a newsletter
Update Candidate profile when Candidate ID exists in Zoho Recruit
Hello, I am looking for a Workflow rule to update candidate profiles based on existing candidate ID. Apparently, the duplicate check works with Email ID as a unique field but when we update the candidate CV we remove the contact details such as phone
Call logs from iPhone
Dear team, We have some users license for ZOHO CRM. Some of the sales reps use Android phone and come has IOS devises, we have observed that The Outbound and Inbound call are getting logged Automatically in Android phone, off-course it is asking for long details at the end of call, easy to filling and log. but Iphone uses are not able to do so, they have to go to app and do the call from Apps Contacts, then only it asks for call log. we have enabled the call log option in iPhones also like
Setting tasks as billable or nonbillable
Hi, Whenever I create a new task and then use the timer for it, it is automatically identified as billable time. If I want to edit the time logs later, I have to go into each project and do so in the timesheet. Is there a way to identify tasks from the beginning as billable or non-billable, and/or a way to easily edit all recent tasks entered in the timesheets? Thanks, Miriam illuminea
SMS change of process
Currently with Zoho's SMS you send SMS messages to candidates that you are the contact owner of and you will see a notification when they respond back to you. The issue with this way of doing it is that we have a few people on our team recruiting. Many
Email stopped working in Office 365
This email account has stopped working in Outlook 365. All settings are correct, so deleted it. When I try to re-add it I get a "we cannot log into the incoming (IMAP) server. I am using the following settings: Incoming Server Name - imappro.zoho.eu Port
How can I turn off e-mail notifications in ZOHO Sheet?
I have previously uploaded several Excel sheets into ZOHO sheet and had checked the box to let me know when changes were made. I now would like to turn this feature off because it is not helpful to me any more. Can I do this? If so, where do I go to turn it off? Thank you!
Block Type: IMAP blocked. Suspicious login activity.
Hi I have an account "mohammad@thehaintl.com" that has the following problem: Block Type: IMAP blocked. Suspicious login activity. and we can not solve the problem in the administrator what is the link that our organization adminstrator can solve the
Bulletin Boards
Can we have a bulletin board like this one in our Virtual Office? Amy
Assign tasks to a role but not a user
A newbie of Zoho Projects. This is a feature I am seeking (or propose): In a project template, (eg build a company website) I create series of tasks. Yes of course I can do this right now. Then, I could assign a user role for the task. (eg assign a "designer" to the task "create the company website logo") this is not a feature right now. Nor can I find any way to do it. When I create a new project (yes, we build zoho.com), I should assign someone X to be the "designer" and X will be automatically
Next Page