Ask the Experts #1 Online Forum Q&A over Canvas voor Zoho CRM
Beste Community leden, Zoals jullie weten lanceerde Zoho CRM deze maand Canvas, de eerste CRM Designstudio in de branche! Met Canvas is het mogelijk om creatieve en praktische ontwerpen te creëren zonder enige kennis van programmeren te hebben. Het is
Mail Policy violation : Too many recipients.
HI, I am unable to send mails to multiple recipient. Even after UNBLOCKING my account, I am getting the same issue. Please help resolve this at the earliest. Regards, Kiran kirangr@krackin.com
Can a super administrator read users email?
Hi! We have a super administrator in our team Zoho email account. I'm wondering what kind of authorizations she gets through the control panel? Can she for example read other users email? Thanks!
Menu Bar Search Element
Would be fantastic to have a Search Element on the Menu Bar.
Search Records by Criteria
Is it possible to use url params to hide/show fields on the Report Search Records? For example, Form has three fields (Name, Phone, Address). Report has three columns (Name, Phone, Address). User is viewing Report and clicks the Search magnifying glass
Action Cards in Zoho Projects Bot
If you are a Microsoft Teams user who is also a part of the Zoho Projects portal, you can now access the Zoho Projects Bot and start working on projects directly from your Teams workspace. Consider a scenario where you would like to add a comment to an
evernote to notebook migration stuck at 45%
Hi, The migration is stuck at 45%. Can you solve that? Thank you!
Allow CRM mobile client on android to copy/paste contact phone number to be dialled somewhere else
We use Microsoft Teams as our phone system, so when I'm on the go, if I tap the contact number in CRM it automatically dials that number using my mobile number (GSM network) and doesn't give me the option where to start that call, like on a VOIP client.
Parse Full Name Field to First and Last Name Fields
I have data coming from another system as Full Name (e.g John Smith) that I need to parse to 2 fields, First Name and Last Name (e.g John, Smith). Is there any "easy" way to do this with a formula? I thought I could just look for the first occurrence of a " ", but 1) I cannot figure out the formula or function to do this and 2) this does not handle situations where the are multiple spaces in the name (e.g Mary Anne Van Der Beek - Maria Anne (first name) , Van Der Beek (Last Name)
Execute automation and other processes during import
Hello everyone, We have now introduced the option to execute automation and process management actions on records right when they are been imported to your CRM account. Yes, until now records were not allowed to undergo any automation when they are imported,
New Charts introduced in Webform Analytics
Hello Everyone, Greetings! Webform is an interesting avenue to collect information from prospective customers and further connect with them. The webform analytics, have been extensively put to use to identify its performance and understand customer behavior.
How can i integrate Zoho desk with Microsoft Power BI?
I saw that in Microsoft power bi there is connector to 'Zoho connector', can i use it to connect my Zoho desk? I need to fetch data from my zoho desk to Microsoft power bi and with the refresh token its complicate to do that, how can i get it done?
Make reports fully editable after creation
It would be very helpful to be able to edit all aspects of a report after it has been created. For example, it would be great to be able to add a related list to a report later.
Todas mis cuentas tienen problemas con los RegistrosMX - All accounts have an ERROR with DNS - MX
El mismo error en todos mis dominios que usan Zoho Mail, hasta los de pago. The same error on all my accounts, with Zoho Mail; even those of payment.
ZOHO CRM
hi, Zoho CRM Reset all values into much more decimal instead of 2decimal. when you edit records and make changes into currency field into 2 decimal after save. it again edit it shows 10 decimal places please check this issue is on high priority
Tip of the week #14: Respond to event invites in Zoho Calendar.
The term RSVP is the abbreviation of the French phrase “répondez s’il vous plaît” (please respond). An RSVP is a polite request for you to inform the host whether or not you’ll be attending their event so they can plan accordingly. This will in turn help
Exporting data from Zoho
How do you export just the data you have filtered in Zoho, each time I try this I get the same 3000 records, I realise that is the maximum number of records Zoho can export is the 3000
Mail Merge
How do you change a field status after MAIL MERGE has been send?
Tips and Tricks #44: Collect files from people with WorkDrive's collection link
Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For tips on specific topics, leave a comment below and we'll add it to our series. Today, we're looking at an easy tip on how to collect files from anyone on the internet
Generate payment link and sms invoice using Zoho Books APi
My application needs to send a payment link to the customer via SMS. One the payment is done capture it, create a paid invoice and again send it via SMS to the customer. But I observed 1) There is no API to generate a payment link 2) Invoice cannot be
Ticket Creation - Can I remove the 'Attach a File'?
Can I remove this field 'Attach a file' in the Help Center? Best, Lizz
Zoho Projects | Unable to update the Status in all Projects
Updating the Status in all Projects in our organization Zoho Project is restricted in all the users. Kindly revert to us ASAP to avoid delay with our collaboration. And also please explain to us what was the cause of the issue. Thank you.
Not receiving any emails from gebuhrenfrei.com
Hello, gebuhrenfrei.com is a credit card product with online banking etc. I am not receiving any emails from them to my domain ax24.net. I contacted the gebuhrenfrei hotline many times and they say they can send me mails without any issues. But I do not
zoho 553 relaying disallowed
cant send email. please help Unique Codezb14340497
Portals
I had access to several portals like , the client portal, the candidate portal, and the vendor portal but they just disappear on my dashboard. what should I do to re-enable them again? Or I was wondering if you could activate them in my behalf.
saifulazomkhan@skfproduct.com is not working
Dear All, Yesterday I made some mail Id accounts but today is is not working. Pls help to solve it. Thanks, Saiful
Zoho Creator Community Webinars | October - November 2020 [Completed]
Hello everyone, I’m happy to announce that Zoho Creator is hosting a new Community Webinar Series starting this October. This series is a learning initiative aimed at our developer community, where every session will take spotlight use cases focused on
Custom Function to Create/Release Invoice from Recurring Invoice (Off-Schedule)
Let's say we have a recurring invoice that recurs every month, on the 1st of the month. There are times where we want to trigger an off-schedule invoice to be created from the recurring invoice (middle of the month). We can do this manually by going to
Multi-branding multiple department on 1 help center
Hi Team! When multi-branding is enabled, is it possible to have multiple departments in one help center? Ex. We have Department 1 and Department 2 We want to have multiple departments in Department 2 Help center
How to create activities with current user logged in using zoho crm.
Hi, I am practice with Zoho CRM for doing some third party integration but I am facing problem when I logged-in with new user and I am going to create activity for calls record but when I checked activity created with CEO details (Like parent details
Custom redirect on logout from customer portal
When a customer signs out of the customer portal, they are redirected to the customer portal sign in page. I would like to redirect them to a different page. This thread shows how it can be done with a separate button - at least from the main service (rather than the customer portal) https://help.zoho.com/portal/en/community/topic/customize-sign-out-button - thanks John ...but I would like to redirect from the standard sign out link in the top right of the customer portal. Thanks.
Number of Technicians
Hi According to the purchase advisor there were unlimited number of devices/technicians for unatended access. When I attempt to add a technician I get the message that I reached my limit. I only have 7. The heading says 7 or unlimited used but it suggests I need to ungrade my plan to add more.
Meet Zobot, your appointment scheduling assistant!
Great to see you! We have another simple yet efficient Zobot for you this time. This one is a Zobot that showcases the services available in the organization and schedules appointments for your clients. As an example, we have taken the healthcare industry. You can customize the Zobot according to your website/Industry needs. Bot Requirements: Initiate chat/ Trigger a welcome message. Lists out the services and doctors available inside the hospital organization. Schedule consultation appointments
Get Contact Image
Hi, I would like to get my Contact Image via API, this is my url https://www.zohoapis.eu/crm/v2/Contacts/129152059d2fbdbd2aefd57746c646aeb0d82588e3741fa5400157aca884b0bd5f805f82e53c3315a24b64d7af30964e7f2029775466412ab19bb7a52fccb345451564faf637da96c2174eef9868b410/photo
Email bounces
Hi we are using Zoho mail. We are have developed or website www.wishhealh.in. In this we are using third party sendgrid to send emails. we have integrated form in which email are throwing to info@wishhealth.in . But emails blocks as we have found this
Social integration
Hi Team, Just want to ask about social media integration, when the facebook account is a super admin. And we successfully integrated the facebook, but after the integration the facebook account has been demoted to moderator. Will it affect the integration?
JIRA and Zoho Desk
Hi, I recently installed JIRA extension in our Zoho Desk dashboard, the integration is alreadfy configured. However I've noticed (or found information) only about submitting tickets from Zoho and convert them to JIRA issues or integrate them into JIRA
Routing calls to Mobile
Hi team, We need a way to route after-hours support calls to one or more agent's mobile phones or at least alert them to respond ASAP. Is there a way we can route Twillio or any other VoIP service to a Mobile phone depending on the time called? We still
Zoho Inventory Community Digest June 2021 - a monthly rundown
Hello all! Zoho Inventory has been busy this month! It was exciting to see so many product updates get rolled out. Because of your feedback, we were also able to bring you some much-awaited features and fine-tune them over the last few weeks. Lastly,
Zoho Backstage Library
I want to create a library of themes and logos in Backstage library so I don't have to upload them each time for each event. I also want to create an event template so I don't have to design an individual microsite for each workshop. How do I do these
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