Email Signature and Templates Problems - Please respond asap
Hello, We are having numerous issues with Zoho emails. 1. Signatures are not inserted into emails we send our potentials if we aren't using a pre-defined email template. We want our signatures to appear in ALL emails we send out through Zoho. How can we make this happen (and fast)? And there is no "insert signature" button we can press on the individual emails. We have to copy and paste our signature every single time. Not having signatures work unless using a template doesn't make sense.
Deluge script to input initial value to a rich text field
Is it possible to write a script to input a snippet of html code as an initial value to a rich text field on load of a form. I am using the field to write an email and would like it to have a html email signature already there each time that the form
Can i use zoho one with zoho workplace?
Hello, i like the dashboard of zoho workplace with mail, connect, calendar, cliq, workdrive. It is very clean and good overview of all sections. But i use zoho one and have not the clean dashboard with all apps. It is possible to use both, zoho workplace
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Hi Team , Am getting this error when i send mail , incoming mails are ok , Kindly but urgently advice regards
Validation Rule is not triggered on Ajax edit (quick edit field)
Dear zoho-friends, I have a validation rule in the accounts module, that works quite well when you edit the record via the edit button for the whole record. But it does not get triggered when you just edit one field via Ajax edit (quick edit field). That's
Analysing Accounts' historical data within CRM
Hi, we have the following business use case: our B2B partners sell on our portal and we would like to trigger some actions based on their activity. E.g. we would like to receive a notification whenever the weekly sales of the given account falls by 10%
Free webinar: Create, sign, and close deals faster in Zoho CRM with Zoho Sign
Do you still use pen and paper to sign your customer sales agreements, purchase orders, supply contracts, invoices, and other documents? Don't you think this manual paperwork will slow down your growth in this current remote work scenario? If yes, we
Zoho CRM functionality development
Hello everyone. So, as a part of our project, we need to add functionality to Zoho CRM, which cannot be configured with default Zoho tools and recommendations. Even support said there's no such functionality like we're looking for. We'd like our managers
DELETED CONTACT LIST
I have accidentally deleted 100 contacts by mistake and there is no clear way to recover this emails. Kindly assist with you. Your interface is also so hard to use and one has to look for content which is not such a nice thing. I am close to giving up
find duplicates by 'name'?
Hi, We wantto clean up our CRMdatabase, and we discovered a lot of records of people who are moved, and therofore there e-mail, telephone number and company had changed, I'm suprised that it isn't possible find duplicates bij Name. How can I find all duplicates when it is'n possible to find them by name?
Setting entry level discount in Sales Order with API
Hello, We want to create a Sales Order with discounts in some items. The main problem is we dont know how the API is working in this scenario. Reading the documentation we have to send the quantity discount in the JSON in discount_amount in the line item
Adding a competitor field
Hi all, I am wanting to keep track of who the current supplier is with my potential customers and deals, Is there anyway i can add a field that would do this?
Quickbook Custom fields issue
When i trigger a flow on quickbook "payment received" i am not able to get custom fields value variable return empty for all custom fields , like #Job,#PO etc
How to escape the $ character in Zoho Flow
Hi All! Anyone knows this trick? I am updating a field using Zoho Flow in a process. I need to write the text value '$' but it keeps being ignored because I think its a reserve character for a placeholder from other inputs, such as ${placeholder}. Anyone
More editing tools for Writer? You got it!
While we recently released some improved editing tools to enhance your formatting experience with Writer, we didn't want to stop there. That's why we're back again with a few more tools to help you level up your formatting game. Here's everything that's
[Webinar] How a Modern BI & Analytics platform is the key to insights-driven business
Hi there, To become market leaders, organizations need to make sense of their data. An insights-driven business model helps companies make better decisions underpinned by data. In this webinar Senior Evangelist Chandrashekar LSP and a guest speaker, Forrester
Function-22: Automatically update field details from Contacts in Deals right at the creation stage
Welcome back, everyone! Last week, we learned how to update all member accounts simultaneously when the parent account is updated. This week, let's look at a custom function that helps you update the relevant details from contact records in deal records at the click of a button. Business scenario: The Deals module in Zoho CRM helps keep track of all your business opportunities. To ensure proper lead qualification process with all specifics, it is recommended to first create a lead, convert it into
Tip #6: Dynamic forms in Zoho SalesIQ for support representatives
How cool would it be if you could customize all the functionalities of your forms under one roof? Form controllers in Zoho SalesIQ can be used to customize your forms to collect multiple structured data as inputs from your operators to perform a particular
Unspecified server error with Shipstation Flow
For testing, all fields in the Flow are populated with valid data. Here's the error message.
How to determine which department KB articles are in?
tl;dr Is there any way I can tell what department an article is in from the List Articles API endpoint ( https://desk.zoho.com/DeskAPIDocument#Articles_Listarticles)? Hi everyone, I'm using the Zoho Desk API to integrate our knowledge base into our own
Moving messages to folder has no effect.
Scenario: 1) Search for messages where 'from' contains 'Kaggle' 2) Check the box to select all message is the view. The messages are selected. 3) Select 'move to" and click on Kaggle (I already created the folder). 4) NOTHING HAPPENS. It's like the button
Issues uploading and downloading attachments
Hi everyone, I've been using Zoho Mail for years. The past month or so I have had issues uploading and downloading attachments. I often will have to attempt to upload the file several times before it finally works. The same goes with downloading attachments.
Trying to create a custom function to copy a field from accounts to support requests.
Am having some difficulty understanding what the form is looking for . assistance is appreciated.
Ticket View preferences
Whenever I go to a view of tickets, it defaults to a three column view with oldest tickets at the top. How do I 1) Set this to be the most recent at the top and/or 2) Set my default view to be the classic list. Everytime I look at a view i have to
Retroactively running new additions to workflow (triggered on record creation), for records which already existed beforehand - best methods?
So we have a workflow that's triggered on record creation, where a simple function is carried out. We've recently edited this workflow so that on top of running that function, it will now also schedule further actions after 30 days, and again at 60 days.
Which Assist plan is included with Zoho One?
Hi, I've just signed up to Zoho One and see that Assist is listed as one of the apps. Which plan or what limitations are included for Zoho One subscribers? Currently when going to try it out its put me on a free trial with all features. Just trying to figure out limitations before using it. Many thanks Rgds Jon
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Dear Sir/Madam, Please assist on this matter. Our domain has been renewed successfully and the below DNS is configured. TXT zoho-verification=zb14521202.zmverify.zoho.com Thanks Andy
Zoho Backstage and Píxel Facebook
Saludos Equipo de Backstage, ¡Están haciendo un trabajo fantástico! ¿Se puede incluir el píxel de Facebook en un aterrizaje realizado en Zoho Backstage? Normalmente, el píxel se incluye en un aterrizaje alojado directamente en mi sitio web, pero entiendo
Entering Deal without a Contact
Is it possible to add a new Deal without a Contact? if not, it should be since I am sure I am not the only user that would like to add deals to my pipeline even before I have a known contact at the company.
How to print / Export QR codes
I am working in Creator on a fixed asset tracking app. I can scan a pre-printed QR code# label to attach to the asset, Now I want to export that scanned QR code # back out as an image so i can print a copy of the QR code in a report. Thank You Terry
Home Page: Display # of Days Current Owner has Been Assigned to Deal?
We'd like to view how many days the current "Deal Owner" has been assigned to each deal, using something that can be viewed on the "Home" page. All it needs is the deal name and days assigned to current owner. Is this possible?
Auto assign ticket from phone number in subject line
I am trying to figure out if we can setup a rule that looks at the subject of a new ticket and if the phone number in the subject line matches a number linked to a customer auto assign the ticket to the customer owner. We are going to forward all our voice mails to Zoho and it would be nice to auto assign the ticket if it’s a known number. A lot of times customers leave voice mails from other people and if this happens, we want the voice mail sent to the customer owner.
UNABLE TO SEND MESSAGE; REASON: 553 RELAYING DISALLOWED. INVALID DOMAIN - INFO@3STARINT.COM
I'm not able to send email: UNABLE TO SEND MESSAGE; REASON: 553 RELAYING DISALLOWED. INVALID DOMAIN - INFO@3STARINT.COM
How to move a lead to different custom module?
I get three types of leads, relevant, irrelevant and Job. I want to save the irrelevant leads in irrelevant archive and Job leads in Job archives. In the same way, I want to further save the "No Contact Made" leads in other archive, also I want to save
Field Update for User Fields
I have created two user fields. I would like to update these fields based on a third field. The user fields do not show in Actions | Field Updates. Any idea how to make these appear?
Unable to login new user account
I have paid a zoho account. I have added users. However each time this new user tries to login, zoho says that has sent and OTP (???). Nothing happens. This new user was never configured. How can an OTP be sent somewhere? Where? Please help!
How to "apply" a price list
I understand what a price list is, but I do not see how it works, in practice. Customer ACME has price list "Price for a Small Company" with an item called "Thing." "Thing costs 1.00 in that price list, and costs 2.00 in a different price list. I find
Can we hide the 'Edit Profile' button in the Help Centre
In Desk we are using information held in CRM to populate client information. However, in the Help Centre, under Manage profile, a client has the ability to Edit Profile. Is there a way to hide this button as I would not want them updating information
Bi-weekly Flow triggers
Hi there, a normal "Sprint" is two weeks, so creating flows that can create things that run bi-weekly. Another option would be to create custom trigger times like: - Every X days/weeks/months.... Kind regards, Matthias Held
Commentaries
Hello, I was wondering if you could please recommend me something. In the Zoho CRM, we have the Deals module. Is it possible here for multiple users to have an interaction, to leave commentaries for a particular deal? Or just input the information in
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