Zoho One UI != Zoho CRM Plus UI
I love the new UI you guys have created for CRM Plus, please tell me you guys are going to roll the same kind of update out to One?!
Email notification blocked if simultaneously?
Hi Zoho Desk Team, Is Zoho not sending email if it is simultaneously sent? i.e sending email notification to the same requestor 10 times in less than 1 hour. I have experience this not sending the notification after 10 emails
When integrating Survey with CRM the Survey does not show for submitted Leads
I am testing your native integration between Survey and CRM. I have it set up so that when users submit a Survey they are created as a Lead inside the CRM. On the Lead detail page at the very bottom there is a "Zoho Survey" box where I assumed links to
Answer feedback - Word of the day #24
Answer feedback is a message displayed to learners after they submit the answer for each question in a quiz. This can help make the quiz more engaging and provide additional information or instructions for the learners. The course author can customize
Building a REST API to GET Records from 3rd Party Survey Tool
Hi all, I have been reading through how API calls work and have all the JSON parameters etc that I need. But I cannot figure out where to put this information in BIGIN. Can anyone advise how I actually build the API to accept data? I realize I could use
Limit each multiselect option to a max number of entries
Is there a way to set a limit on the number of times a multi-select option can be selected? For example, if I have a field called "Dates Available" and the choices are: Mon 1 Jan Tue 2 Jan Wed 3 Jan Can I set a limit so that each choice can only be selected
HTML Editor delete and modify my code when I insert my HTML Email template
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html xmlns:v="urn:schemas-microsoft-com:vml"> <head> <title>LoanLogics</title> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="X-UA-Compatible" content="IE=edge" /> <style type="text/css"> .ExternalClass * { line-height: 100%; } </style> </head> <body style="margin: 0; padding: 0; width: 100% !important;"> <table width="100%" cellpadding="0"
How can I do custom coding or change templates of KB page?
I'm using KB for a long time. But I don't think my customer are finding is effective as it hard to find the right solutions. So, I want to change the template or UI design of my KB page. How can I do that? Can I do custom coding on that page or use different
Social share for Knowledge Base articles
Is there any chance the social share links are going to get improved anytime soon? When you share the links in facebook they are not returning any data in the preview. They take you to the article, but they do not populate anything attractive for social engagement. We would rather turn off social sharing. See the image
Close access receive mail
Can i close access receive mail ? so i just want to send mail but can't receive mail
DKIM for GoDaddy for Zoho
Godaddy is striping the domain name from the DKIM host field of the TXT record. ZOHO acknowledge that some domain services providers manage DKIM records differently. ZOHO points users to verify via third parties. ZOHO was notified that GoDaddy users were having issues with ZOHO verifying the DKIM records are correct, even when the third party verified the records. I have verified through third party. Zoho DKIM record shows verified. Zoho telling me that I have problem with DKIM when logging in.
Editing the items in a Group
If I accidentally add an item to a group how do I remove that item from the group? It seems that once I add an item to a group it is forever stuck in that group. If I make the group inactive it in activates all the items that were in that group.
Record lookup field is clearing on edit
Does anybody know how to fix this? When I click on a record to edit it, the lookup field clears to null. Please see scree recording - https://www.loom.com/share/aa11468352f444fca9ac0d86eb40726b
invokeurl variable mapping
Hi, I have set up a 'connection' to Mosyle MDM so I can pull usernames via API I have the following code which seems ok but doesn't work 'Error occurred while executing on load script.' header_data = Map(); header_data.put("Content-Type":"application/json","accesstoken":"MyAPIToken");
Relaying disallowed. Invalid Domain - admin@ecotempclimatizacao.com.br
I can't send email and error: "Unable to send message; Reason: 553 Relaying not allowed. Invalid domain hanh@theatlantic.com.vn " Please help me. I've already added the CNAME with hostname " zb15022208" and point it to " zmverify.zoho.com "
I cannot compose nor reply emails
Tip of the week #18 - Gain insights on team and individual behavior
Analytics in Zoho TeamInbox lets you measure your team and inbox performance with insightful reports. Here's all the information you can view under analytics. Number of emails received and sent out from an inbox and team Number of threads archived in
No Calendar App Link
Hello, I noticed that there is no direct link to the calendar page when on the home page or any app page. It would help a lot to get to that page if there was actually an app button.
Incompetent tech help
In the latest occurrence of inept customer service Zoho admits they made an error with the CRM/Recruit integration. They happily tell me they have sorted the 6493 spam entries at their end and I should delete them from Recruit myself 100 at a time! I
Introducing CallGear, EasyPost, Shippo, Linckr and 9 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 13 more extensions for Zoho CRM in the month of July 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help sales
Logs and metrics for Zoho Mail
Hi, how are you? Is there any way I can view/collect logs and metrics from Zoho mail? Like how much email did some account send, for what emails, if some email failed to deliver and how many etc. Thanks!
How to track email activity from sent email in ZOHO CRM.
When i was using Hubspot CRM, there was a special email that was always in the BCC that tracked recipients' activity on the email like open time/date, time looking at email, links clicked etc. Is this feature available on the ZOHO CRM? I am having trouble
Turn off email notification sound on android phone
I went into settings on my Zoho app, but the only options under email are show thumbnails smart group read emails show attachments as thumbnails clear search history defualt swipe action There isn't a notification settings in the Zoho app on my phone. I get a TON of emails throughout the day as I subscribe to lists, and so I have been turning my phone on silent, but then I miss texts and calls. I just want to turn off the sound for Zoho email notifications. How do I do this?
Two Factor Athentication
Is it possible to set up TFA only when I change my password to my email account? ...Bob
unable to change ticket assignment
I have a ticket that I would like to change the assignment on. Everytime I try to change it, the change is not saved and it reverts back to the original assignee. I have tried changing it in the ticket list and in the ticket itself. This is not the only
Marketing Automation vs PageSense, etc.
Is the Zoho Marketing Automation app a replacement for PageSense, Sales IQ, and Zoho Campaigns? In what case would you use them all?
Notifications suddenly stopped for everyone in Connect
Notifications suddenly stopped for everyone. Wall posts, forum, messages. Please help, we rely on those.
Announcement: Audience Polling for Zoho ShowTime.
ShowTime polling lets the presenter create and launch polls during the session and project results to your audiences in real time. Highlights: ShowTime's polling is completely free! Your audience can connect through attend.zoho.com (on their browser) or from their smart phones by downloading the ShowTime Viewer app from the App Store and Play Store. ShowTime polls are available for Windows, iOS, Android and PowerPoint users. Set polls for a presentation in 4 quick steps: Get started: All you need
New mail won't pop up using external IMAP account
I'm having trouble receiving new mail using my external IMAP account: 1. I don't see any settings that allow me to configure the retrieving interval 2. New mail won't show up until I click "Unread" or refresh the webpage. Appreciate your help! :)
Automatic Approvals for Social Media
Is there a way to send a social media post to team members for approval but automatically approve it if the scheduled time on the post is about to elapse?
Connect Prestashop with Zoho CRM
Hello, we need to conect Prestashop Store with Zoho CRM. How we can do that? thank you
How Zoho enabled a smooth transition from in-person to online sales
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Sarah Dower is the Regional Sales Manager for Metagene. Metagene has been in the life
Bidirectional lookups with 3 or more forms
Per the attached, I have 3 forms. My "main" form is PU, which has a unique field in it called PU_ID My two other forms contain PU-related data: PU PGIP and PU Data. I have bidirectional relationships established between PU and both PU PGIP and PU Data
Auto-Select From Address not Working for Groups
I have a group set up (group@) in my account has two members and is enabled for outgoing mail. So that both members are able to select it as a from address. user1@ user2@ The desired behaviors I want with this group, most of which is working, are below When I send an email and select group@ as the from address, I want everyone in the group to get BCC'd so all group members can see what's being said. If I'm the sender, I don't want to see my reply, back in my inbox If I'm not the sender, when I hit
When Customer Pays Invoice Online, Can We Require Custom Fields to Be Filled Out?
Currently, our customers can view and pay their invoice online. If they chose to pay the invoice online, they are have to put in their credit card and their billing address. We would like to add 2 additional free text questions that would be required
Generate a contract
Hello, Is it possible to automatically generate a contract from the information you have entered on the leads section? For example, user will enter the client information in the leads section and this information will appear on the template contract and
Non-Sales Pipelines? Better solution?
I am new to Zoho and migrating from PipeDrive, so I may be missing something obvious here. PipeDrive had unlimited pipelines, so in addition to the traditional 'sales' pipelines, we had two pipelines that were not really sales-related. In one case, we
Trick 36 - Export of data from Zoho Sprints
Data exporting helps you access your data offline. Zoho Sprints lets you export not just in 1 but in 5 different ways. Keep reading to know all about it in detail. Instant Export of Work Items To export work items in a minute or two, just click and
Important announcement: Deprecation of support for Zoho Mail's old Admin Console UI
Hello Administrators! Thank you all for the amazing welcome to the release of the all new Zoho Mail's Admin Console. Here are some comments about the new interface that motivated us: Many of our users who were using the older version for a long period, loved
Password history and change every 30 days
Hi Zoho Desk team, In zoho one or zoho directory security policy, How far back does zoho remember the passwords and not let user recycle the past passwords?
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