Mobile Sync for Tasks
When will, if it all, will there be a Sync available for tasks on a mobile device? And I don't mean CRM tasks, I'm referring to the task list in the Mail app. Even if there wasn't a mobile sync option and I could at least access the tasks via m.zoho.com would be great. It was stated with your infamous "Road Map" response on another thread asking this 3 years ago. Has the "road map" changed or is this feature being abandoned from a mobile perspective? Also, I know you guys fill hundreds of phone
Cannot access email
I am trying to login into the email. Nothing happens but I get an error message. This site can’t be reached mail.zoho.com refused to connect. Try: Checking the connection Checking the proxy and the firewall ERR_CONNECTION_REFUSED
Updating a field in another form when changes occur in current form
I have two forms that are linked via a lookup field. One of the forms is called Add_a_Class and the field is called "Students". The other form is called Add_a_Student and the field is called "Enrolled_Classes" In my Add_a_Class form, I also have a field
My zoho mail doesn't receive email, and my email goes to spam
Some of my coworkers sent emails, but I didn't receive them. When they send to my Gmail I can receive the email. Why am I not receiving emails from some people? I'm not receiving Important emails from them, and this is interfering with our communication.
The operation is too heavy to use
It works comfortably when you open a campaign with another account from the same PC. Why do accounts make such a difference? The operation speed is too slow to use.
I want to insert Woocommerce product details in Invoiced Items, how can do this??
I want to insert Woocommerce product details in Invoiced Items, how can do this?? I am usin woocommerce plugin ,I want to insert by curl. Need to insert in Product name, List Price ($), Quantity, Amount ($), Discount ($), Tax ($), Total ($), Sub Total ($),
Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Invoice. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot be used for automatic
Book Appointment - Additional Fields
In the Zoho Bookings API document, there is an "additional_fields" parameter. But using this does not work, the "customer_more_info" is always empty. Also, we tried using "additional_details" based from the sample request, but still the same.
Auto-charge may fail for recurring payments from 1 October 2021 (India Edition)
Hello everyone, This announcement applies to the India edition of Zoho Subscriptions and Zoho Checkout. As per RBI's new regulations, which aim to prevent fraudulent transactions, your customers' card details that were stored before 1 October 2021 cannot
Using IMAP in iOS app
When I try to compose an email via the iOS Outlook app (which is setup via IMAP), I get an error saying: "Cannot Send Email - Recipient example@domain.com can't be saved to draft. Please contact support" It is working fine through desktop application,
Migrating to Books half way through the year
Does anyone have experience of migrating to Books mid-financial year? What are the pitfalls? What should we be aware of? Is it better to wait until the end of the FY and do a clean start? Problem is, we're already using Zoho for Sales Invoices and Purchase
Sustainability
Hi, I've just done a quick search but can't find any results. Was hoping to find some sort of sustainability statement from zoho. corporate sustainability / social responsibility type thing. Just curious really. TIA - Lizzy
Moving from Zoho One to Mail Premium etc - keep data etc?
If I cancel Zoho One and move the Workplace Professional (and use the free version of vault and assist), can I keep all my data and accounts in mail, workdrive, sheets, writer etc? Thanks
Zoho Desk to Project Integration
Recently I discovered that my Zoho Desk to Project Integration was not populating the Severity field in Project from Desk when creating a Bug. Currently, from Desk to Project when creating a Bug only the title pulls through. How do I map all the other
Best Way To Send An 'Opportunity' Record As A .pdf Via Email?
Greetings From Atlanta, Georgia USA, We have created a new layout in Opportunities for a client so that after the record has hit 'Closed Won' - they use the new layout to track certain data for the installation of the order. They now would like a 'button'
Organizational Charts
Hi, I usually create org charts in excel using shapes. Since Sheets does not have Shapes function, does any one have any suggestions on how to create an org chart in ZoHo family of apps? thanks David
Email blocked from PHP
Hi, I am currently building a website using HTML that has a contact form (the site is hosted on Hostinger) and the contact form sends an email using PHP. Now after some investigation from Hostinger's side, it appears the emails are being sent from the
My sent mail goes to spam
I tested a few times and every time I send mail out it goes the recipients spam box. Why is it marking my mail as spam? please help me! thanks
Feature Request: Add the ability to reorder item rows in Subforms.
It is currently not possible to change the order of items in subforms within Zoho Creator. It would be ideal to be able to use drag/drop for rows in the subforms to reorder them.
TOP OF VIDEO BEING CUT
Hello, Could you please advise me on how to adjust the height of a hero slide for video as it is cutting off the top part of my video? It seems like the hero slide is moved up and behind the navbar or it is zoomed... My video is 1920 x 1080 30fps For
outgoing emails
My outgoing emails are going into recipients spam folders? Can you please help me solve this problem? Thanks, Esther
Reorder tabs in project templates and for client users
Hello, I would like to show/hide tabs and change the tab order for Portal users at the project template level; this feature does not seem to exist. I would also like reorder tabs for Client users, and this also seems to be not possible. In the Organize Tabs section, there are checkboxes to Update Selection for: Existing Projects, Upcoming Projects. It's not clear whether that then applies to ALL projects in the portal - is that the case? (There's no way to control this for multiple-but-not-all projects
Workflow Actions - Consider Adding On-Screen Alert
TL;DR - It would be helpful if there were a more "in your face" in-app alert option for automation workflows. Background - The vast majority of the ordering for my company entails delivery to our own address. Once in a while (maybe 5% of our purchase
Email problem
Hi, I'm not able to send or receive email, what did I do wrong and how to fix it, thank you
CRM database Analytics and data prep
Hi I understand that the CRM databases for example are accessible / viewable from Analytics but not directly modifiable without import / export. Analytics gives data access to DataPrep which allows you to modify the databases. Is it then possible to update
Cannot change administrators email address
Hi. I've created a Zoho account. I accidently assigned myself an email address that I want to reserve for another user. So I'm trying to change my email address. From the control panel I go to my profile. Under 'Contact Details' I attempt to edit the email address. When I enter a new email address I then the message: "Please contact your Organization administrator info@roskillcv.org.nz,to change your email address" Thats kinda nuts, because I *am* the administrator. Is there actually a way to change
Invalid email address on import into campaigns
On import from Zoho CRM to Zoho Campaigns Some email addresses are considered as invalid email address while other contacts from the same company with the same extension after @ are imported.
How do I integrate with Calendly
I don't see integrations with Calendly & zoho meeting. How do I integrate? Regards Swami
How to Update multiple records from a Multi-Select lookup field
Hi Everyone, Ive got a form built to intake information on incoming samples. This goes to factories. Ive got a second form for my employee who is supposed to select a Date, a Shipping Carrier, input the Tracking Number and the multi-select all the samples
Implementation for Kitchen retailer
Hi everyone I'm fresh to Zoho CRM and trying to figure out if I can use it for my kitchen retailer company. The way my business works is: 1. Get a lead 2. Home measurement and consultation 3. Design 4. Contract 5. Order and manufacture 6. Install 7. Inspection
Hyperlink and text controls in notes and comments boxes.
Could you give any indication of timeframe when the support for hyperlinks and text controls in notes and comments will be released, as per the screenshot below:
HTTP Request to get Auth Token from API Recruit
Hi, there is a lot of different documentation about how to use your API, and its a little bit like resolving a puzzle to find the right information for a solution. We are trying to reach the Recruit API with a generated Javascript Application (generated with Angular). We try two different methods, one explained in this page https://www.zoho.com/recruit/api-new/using-authentication-token.html (autorisation are find with the user). We are not able to pass trough the CORS policy (has been blocked by
E-Mail overview on account level in CRM
Hello everyone, after some discussions, it seems like it's not possible to show all E-Mails that were sent to contacts accumulated on account level - as long as the were not sent directly from CRM. As of now, in the linked list for E-Mails you have to
Meetup Snippets 02 - 'How to learn from Zoho Community' by Hannah Eversole
We are happy to bring to you the second snippet in this series from Detroit ZUG meetup in September 2020, featuring, Hannah Eversole. Hannah is the Detroit ZUG Leader. She demonstrates how Zoho Community and online forums help her learn more and provides
Time Entry per agent Report
Hello , I Would like to build a weekly report , listing per agent , the full list of time entries (with created time / duration / relatated ticket ID) , but i can't see the Duration information about time entry in the pick list : Just to be 100% clear,
Segregate Data from subform of Form-A and fill data in another subform of Form-B.
Hi, this is my Subform "Assign Items to Existing Supplier" of Form-A Now each supplier should see their details only, so we have Supplier Form (Form-B) which has subform called Quotation-- For Supplier A subform should look like Deliverable Quantity
Very Low Open Rates & Mails not delivered
Hi Team , This is the consecutive time , we are facing with the issues.. Very Low Open Rates .. AS LOW AS 0.1 % ..
Zoho Desk Contacts Module | Contact Owner | Custom | Auto-Assign
Hi team, For clarification. 1. When a user signed up from the Help Center portal, Is the Contact Owner default assigned to the Support Administrator? 2. Can I add value to the Contact Owner field and auto-assign the Contact Owner to this custom value?
Zoho One - Un outil complet de gestion des activités RH
Bonjour chère communauté, Nous vous invitons à participer à une série d'articles pour découvrir comment centraliser toutes vos activités RH , du recrutement jusqu'au départ d'un employé sur notre outil Zoho One. Pour cela nous nous appuierons sur Zoho
How to Delete records from wordpress through Deluge?
Hello I want advice about how to delete record in wordpress through deluge. I can add records in wordpress through deluge and rest api in worpress But i dont know how to delete some records ou update them Any help?
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