Contracts Feedback wont let me post
Hey I am trying to ask for help in Contracts Feedback But it won't let me send anything all I get is an unknown error
Septembre : Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à tous, Nous espérons que la rentrée s'est bien passée ! Sur Community une chose est certaine, le mois de septembre a été très dynamique. Nous avons échangé avec vous sur de nombreux sujets et en voici un résumé. Nous continuons à vous donner
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
I am getting this error, as my domain expired and now i am unable to access my email, Can anyone help.
Ticket email reply
Hi Zoho Team, When a ticket is created and we had a worlflow to send email notif to the requestor, and when the requestor replied to that email the reply will be added to the ticket thread. But we had an encountered as to which the requestor replied to
Tiny Tip Tuesday #42
Geolocation Collection: Best Practices As you're aware, the geolocation feature in Zoho Survey helps you precisely determine your respondent's physical location. The respondent's browser coordinates are captured from the first page of the survey, with
Webinar - Zoho Creator: Slim digitaliseren in de logistiek
Beste Community leden, Wij nodigen jullie graag uit voor onze Webinar over Zoho Creator! Efficiëntie, optimalisatie, snelheid en timing zijn altijd cruciaal geweest in logistiek en transport. Juist daarom kan de logistiek en transportsector veel baat
Replace Values in Multi-select Fields
I have an existing multi-select field and would like to update some of the choices (e.g. replace an existing value with a new one and have all of the contacts that have the existing value selected now have the new value selected). This seems to be available only on list fields that are NOT multi-select. Is this functionality available? If not, when will it be available? Thanks, Becky
Input a Subform field into a formula field in the parent form
Is it possible to input a field from my subform into a formula field in the parent form.
Internal Server Error when trying to connect Instagram to Social
Hi, I'm trying to set up a social connection with Desk, for Facebook and Instagram. Facebook is working fine, but when I try to add Instagram I get an "Internal Server Error" when reaching the final step (Yes, I have logged into my Facebook account, and
How many leads we can able to add on Marketing Hub? Any Add-ons,if limit exceeds?
I'd like to know how many leads can be able to add on Zoho marketing Hub. For Account+User=? Looking forward to hearing from you ASAP! Thanks. Best Regards, Bala.
This domain is already associated with this account
Hỗ trợ miền tên miền xác minh lại khi báo đã tồn tại tài khoản trên ZOHO. Vui lòng kiểm tra giúp tên miền https://webmau.vn
Falha na verificação do MX
When i try to send mail through ZOHO mail i am getting the following error. please help me "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain"
Contact to lead
For more than a decade people have been asking to be able to move a contact to a lead. This would seem like a fairly easy project, especially since you already allow Lead to Contact.
I'm using Outlook & Zoom to schedule my meetings -- how can I get these meeting invites to record as a meeting/activity in the appropriate Zoho record? *I do not want to use Zoho meeting links
I currently use Outlook with the Zoom plug-in to easily schedule meetings with customers. All I really want to do is have the Outlook meeting invite (that's associated with the lead/contact email address) automatically record the meeting in Zoho. How
Operation permitted for paid user(s) only.
jirana@memoney.co.th incoming & outgoing mail is disabled. When I try and enable them, I get the error message: Operation permitted for paid user(s) only. Could you please help me to enable them from your end. Thanks thirapon phetklai
Zoho Campaigns - Workflow - Dynamic text
I wish to use a custom field to for an Dynamic Text frame in an email. The field is called RASLevel and it comes from a dropdown list in Zoho CRM. The custom field itself is available in the Wait Condition Block. The custom merge tag for it has already been created - it is called $[UD:RASLEVEL]$ However, this custom merge tag is NOT available in the settings for the Dynamic Text. Other custom merge tags (such as $[UD:ACCOUNTKEY]$) are available. But not the $[UD:RASLEVEL]$ tag. I am unsure of
Filtering Out options from a LookUp field
Hi Everyone Trying to make a form with a lookup field that will only show things in the Lookup field that do NOT already have a tracking number associated with them in the original report //once Sample has a US tracking number //that Sample should never
Zoho Meeting - Webinar invitation source tracking
Hello, I consider moving from GoToWebinar platform to Zoho Meeting but I cannot find one quite important function in the system. GoToWebinar allows us tracking of the source of the invitations to the webinar. We can prepare specific links for salespeople
Error Syncing Orders from WooCommerce to Zoho Inventory with Roadmap plugin
Hello, I am writing here because I have a problem that so far I have not been able to solve and I urgently need to solve it. The problem is that I installed the Roadmap plugin that connects Zoho Inventory with WooCommerce, I subscribed to Plan Connect
Unable to add a new deal in Bigin
Unable to save a new deal in Bigin. Button Save does not work, the only possible acton is Cancel
API calls to fetch report metadata and to run/export a report
Hi Is it possible to fetch report data from Zoho CRM using the CRM API? We have very similar requirements to those outlined here: https://help.zoho.com/portal/en/community/topic/zoho-crm-api-getting-all-report-names-with-the-corresponding-report-folder-name Is there any other way to achieve the same thing e.g. through the Reports API? Is this on your roadmap? Many thanks, Kevin
Can not log in using Outlook IMAP after activating Two factor authentication using SMS
Can not log in using Outlook IMAP after activating Two factor authentication using SMS and in Soho accounts can not turn off the two factor authentication...
What is the best to integrate in Magento 2
We are thinking which one is best to integrate with our website the hosting is magento 2. is it Zoho books which we are currently using when making estimates and invoices or Zoho CRM. Appreciate anyone suggestions. thanks
Holiday Request App
Hello there Has anyone created a holiday request app in Zoho Creator, please? Thank you. Karen Rapley Copper Connexions Ltd
How do i say no to a single occurrence of an event in a recurring series
I am only able to say, yes, no, maybe to all occurrences of an event, but there are times when I just want to say no to one and inform the event owner.
Automatically deleted emails
Hi How do I set the period where I can retrieve emails? For example, it seems that a sent email disapears after a few days. Same with deleted mail in the trash. Is there a way I can set this to stay with me longer?
Send Update to Ticket Owner After X Days Regarding Open Ticket
Hi, I tried to set up an automation that sends agents template notifications if ticket status is open for more than 3 days. unfortunately, I start receiving the template notifications for tickets that are status Closed also. I'm not sure what I did wrong.
Account expired on Zapier
Hi, When I try to connect my ZOHO recruit account on Zapier with the auth token, it says: authentication failed: You have already exceeded your daily limit. And it says my zoho recruit account is expired. Can you tell me how I can solve this problem ? Thank you.
Retainer Invoice Option Not being displayed in Estimates
Hi, I'm trying to add the function to automatically convert an estimate into a retainer invoice to collect partial payment. However, While creating the invoice the option will not display. I currently have the retainer invoice option enabled in the preferences
DEals (demo) not showing all fields
Hi just updating our deal module to show more survey info. I then realised that none of these fields showed in deal view. I thought create new view in CAnvas (very nice) input the fields but when i ran it these fields did not show at all. I have enclosed
Expended Budget
I have a project that I created a Budget Amount for but I cannot figure out how to spend the budget in the system. I have added expenses but the Expended Budget is still $0. I have added hours in the timesheet but the Expended Budget is still $0. Which also leads me to ask how do I assign a bill rate to hours? How does Expended Budget work when setting a Budget based on Amount? FYI, I have an Express Account.
Removing the "CRM" logo at the top-left of the Zoho CRM interface, in the top menu bar.
Hi, We've provisioned a Zoho CRM set-up for a client, and this is used by them for non-commercial uses. It's a bit confusing from their perspective to see the "CRM" label at the top header, because this is strictly meant to be something that shouldn't
Sigma and OneDrive
Hey everyone, I'm currently looking into creating a custom extension that integrates Zoho Projects and OneDrive. Currently, I have it as far as reading items from OneDrive, which is dandy and all, but am looking to expand into file uploading. I would
Name search doesn't work without typing Salutation with a symbol
I have been using Zoho Books for half a year now, I have this issue that bugged me the most. When I create an estimate or invoice, I did a search on the customer name (knowing that it does exist in the system) to add it to the Name field. However, if
The all-new SalesIQ 2.0 chat window - To strengthen your customer support experience.
We hope you are all doing great. The SalesIQ team is overwhelmed with the response we got for our new version SalesIQ 2.0. It is a game-changer to most of our customers with the newly launched features such as People, Resources, Codeless bots, Channels,
What's New—September 2021
Hello everyone, Here are the latest updates for the month of September. Cookie policy management Manage cookies with Backstage from the Design tab of the Microsite Builder. Place a cookie consent banner at the bottom of the event microsite. This will
Can't create task in project under group in Zoho Mail
I have created a project under a group in tasks in Zoho Mail. When I click add task and type in the task name, hit enter - nothing happens. This is a big problem for us to manage tasks and assignments.
Extension Pointers #9: Configure a Webhook to handle real-time updates between Zoho CRM and SurveyMonkey
While seamless data exchange is possible between Zoho CRM and third-party applications using connectors or custom variables as the binding knot, managing data updates in real-time lies a step ahead. Webhooks can help with this, as they serve as web callbacks
Community Digest: Samenvatting van September 2021
Beste Community leden, We gaan alweer het laatste kwartaal in! De maand September is razendsnel voorbij gegaan en we hebben er veel nieuwe community leden en contributors bij gekregen. Allereerst heten wij alle nieuwe community leden van harte welkom!
Community Digest - September 2021
Announcements Announcing color coding for picklist fields in Meetings We've made new updates to Bounce status in the Campaigns module Launching Announcements in Zoho CRM to communicate important updates Introducing color coding of picklist values Take
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