How can I import updates to existing records in Zoho CRM?
I am evaluating Zoho One with a trial account, and trying to figure out how I would go about importing a list that would include some existing accounts/contacts as well as some new ones. The instructions I saw in the documentation (https://help.zoho.com/portal/en/kb/crm/data-administration/import-data/articles/import-data#Import_Data_to_a_Module)
Send notification mails via Zoho
Hello There, I want to send my notification/transaction mails to my customers via Zoho Api and Zoho App. For instance, when a customer sign-up my web site, I want to send 'Welcome' mail to my users etc. Is it possible to send via Zoho app and Zoho Api.
Search in the new CREATOR
Is anyone having trouble with the search feature in the upgraded version of Creator? This has become a real problem. I type in the box my search parameter (for instance "Moore") and press enter, then click on search. Nothing appears... and I have hundreds
Request for ZOHO INVENTORY integration API with our FULFILLMENT LOGISTICS
Hello, I need to have support as we need it ntegration between zoho and our logistics center to make sure that the correct availability of each P / N product we have in our fulfillment Logistic Centre can be seen on zoho, but IT support of Logistic Centre
How do I get notified when someone adjusts stock?
I would like to be notified somehow when a the stock is manually adjusted. Is there a way of doing this?
Calendly/Zoho CRM Sync
Hi Everyone, We currently use Calendly for our customers to schedule appointments with our sales team. The Calendly events are set up in an event where the appointment owner is chosen in a round robin basis to make it fair. When we turned on teh Zoho sync, I see that the events are passing throughto the CRM, however, the appointments that are being set are not with the contact owner. Is there any way to fix this?
Getting errors when sending e-mails
So i'm getting these errors while sending some e-mails, is it something wrong on my end? 554 5.4.14 Hop count exceeded - possible mail loop ATTR34 [CY1NAM02FT028.eop-nam02.prod.protection.outlook.com] DSN generated by: RO1PR80MB3611.lamprd80.prod.outlook.com
What's new on Zoho Marketplace for July 2021
Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in July 2021. Telephony extensions We released three new telephony extensions in the month of July.
userdefined views of tasks
Hello There, I created a user defined view for tasks with the criteria: task depency IS independent tasks AND task list IS ToDos (a task list within the project) Now the problem is that I want to use that view for all my projects and the task List 'ToDos'
Transferring ownership of specific folders
Is there a way to transfer ownership of specific folders? I want to transfer a folder and all included subfolders only. Following this article, transferring folders will transfer everything that person owns. And if you transfer passwords you'd have to
An important update regarding Zoho Vault's extension for Chromium browsers
Hello users, This post is to bring to your notice a few important updates regarding our Chrome browser extension. We recently updated our Chrome extension and have been notified that this has affected some of the key functionalities for many users. We
How to add interest income in sub accounts
Hello, I see I can create sub account under interest income account. I like to create 2 accounts like *saving interest* And *FD interest* While I record interest income it do not allow me to sub account and add directly to system created Interest income
ERROR: 541 5.4.1 Mail rejected by destination domain
Hi, We were trying to send emails from the contact form on our website, but it says "5.4.1 Mail rejected by destination domain" The issue appears that Zoho servers classified e-mails from contato@dataviva.info as spam and rejected they. The domain used in website is dataviva.info. I have sent email to Zoho support and asked in other post in forum about this issue but I did not get answers. Can you updated your spam filtering to accept those emails?
Send and track custom offers contextually
A company with branches in different regions in the world, hiring candidates for a General shift and a night shift will have different offer templates for different designations and regions. Generating shift based and region specific offer templates for
How can I create a new email account in Zoho?
I already have msalup@cpsgrowthinstitute.com and want to create concierge@cpsgrowthinstitute.com Every article I read says about "adding" an account, but if you are trying to actually create an account, the OP they send to concierge is, of course, useless,
Domain Name Ownership Verification and MX Records update
Hello Zoho doesn't seem to have flagged my domain evssi.org as verified yet its actually verified under domain status, secondly, my MX records point to zoho everywhere, even in the zoho tool yet within my admin panel it doesn't seem to verify them. I
Scope with Multiple Tokens
Hey everyone, This might just be me being a rookie, but I'm not understanding how to pass multiple tokens for a given request. For example, I'm trying to retrieve all the documents for a given project via https://www.zoho.com/projects/help/rest-api/documents-api.html#alink1.
Zoho - Update Lookup field through Rest API
Is there a way to add/update/delete entries of a lookup field using the Zoho Rest API? This is the endpoint I'm using: https://www.zoho.com/crm/developer/docs/api/v2/update-records.html For records, I'm using a multi-lookup field named Agencies. Find
Domain Verification and MX records
Hello, My domain had recently expired but i've renewed it, the problem is that I'm unable to send email though I can receive, it brings an error that my domain is not yet verified yet within my zoho it is. Secondly, my MX records are correctly pointed
Unable to verify MX Records for my domain
I own the domain codersnook.com and it is registered at Google Domains. It used to be working earlier, but there was a gap of 2 years almost when I had lost the access to the domain. I am trying to reconfigure that now in Google and Zoho mail but now
I want to use email service of Zoho Mail with hosting server Hostinger for my custom domain. How do I do it?
For a small project of mine, for which really don't want to invest any cent, I want to host email services with my custom domain (let's assume www.example.com) l already own. The hosting service l'm using (please don't judge) is Hostinger and the free
Paste in Zoho document does not work
I've tried copying and pasting in a new Zoho document. If I copy plain text, it will paste a bunch of blank lines. If I copy a bulleted list and paste it, it will create the bullets but not include any of the text.
RTL support - email templates
hi i am developing in zoho CRM through zoho one. on creating email templates i do not see that RTL (right to left) text is supported. how do i create nice looking templates with RTL text?
Ontdek onze nieuwe Canvas functie voor CRM
Het gehele Zoho team is verheugd om onze nieuwe Canvas functie te introduceren, de enige functie binnen de branche die u in staat stelt om het ontwerp van uw CRM aan te passen! Canvas is een ingebouwde designstudio in Zoho CRM, waarmee u uw gebruikersinterface
¡Descubre Canvas, nuestro nuevo estudio de diseño!
Desde Zoho nos complace presentaros Canvas para Zoho CRM, el primer estudio de diseño para tu CRM que te permite personalizarlo de acuerdo a tus gustos y necesidades. Canvas, la nueva funcionalidad integrada en Zoho CRM te permite reimaginar completamente
ZOHO Calendar Time Zones
I'm in New York. Zoho forces us to choose Eastern Daylight. That is absurd because it should do it on its own. My colleagues are in Texas CT time. My boss shared his schedule with me so I could see when he is busy but everything I do seems to schedule
BETA Multilingual KB search UI
Hello, I asked to have multilingual KB activated mainly to allow our agents to modify any KB. By the way, the multingual feature could be interesting for us in some case and it seems to have been nicely implemented. But i have to complain a bit about
The month that was at Zoho Workplace | July 2021
Dear community, How have you all been? The Workplace team has added many updates to the product, and here's a round-up of that. Do check these out and let us know what you think. Lively presentations with audio and video Turn otherwise mundane presentations
Gallery not available
Hi, I can't open the gallery or place images from the gallery. I asked our previous supplier Apora for it, our own IT department did investigated. But all solutions, like cleaning the memory, cookies and so on, didn't solve it. What can be the reason
Building a page that runs a script on multiple records
Hi there, I'm building a system on Creator for a loan company. I'm trying to build a page where they can go and search a name and then received a list of loans as well as the total payoff between them. Ideally a search form at the top, a record list/report
special caracters
Hi how i can validate on a input if an user use special characters like ´ $ % etc ?? i want that i use an special character dont have the option or throw an alert before submit thanks
Very high CPU
On Windows 10 machine, cliq often has a CPU of >30% during a video call, which makes the whole system lagging. I'm using the latest version (1.4.9 )and a modern laptop: Intel(R) Core(TM) i7-10610U CPU @ 1.80GHz, 2304 Mhz, 4 Core(s), 8 Logical Proces
UK Time Zone
Hi Maybe I am being blind but I can't find the option for UK timezone in the settings. Could someone help please? Thanks RS
Zoho Inventory Community Digest July 2021 - a monthly rundown
Hello all! I hope you all are doing well. If you've been waiting for details on our application updates, we've got them right here for you, along with some exciting news to mark the end of this month. Read on. 1. Spotlight In this month's Spotlight,
WeChat Compatibility
I was wondering if ZOHO Creator has WeChat MiniPrograms integration? If not, when would this be available as it is key to reaching the China Market.
Custom Ticket IDs
We need to add a prefix to our Ticket ID so that customers do not confuse tickets with order numbers on our website. So instead of just Ticket Number: 1000, we would want the ticket ID to be Ticket Number: T1000 . Is this possible?
【8/25〜8/27】Zoho CRM 管理者向けトレーニングのご案内
Zoho CRM を導入して間もない方や、基本機能を振り返りたい管理者におすすめの Zoho CRM オンライントレーニングのご案内です。 ＞詳細・お申し込みはこちら：https://www.zoho.com/jp/crm/crmtraining/ 初期設定を一緒に行うハンズオンをはじめ、 レポート作成・項目のカスタマイズ・他Zoho サービスと連携してできることなど、一通りの機能をデモを交えてお見せします。 コミュニティユーザーさまの中でもご興味のある方がいらっしゃれば、ぜひ参加をご検討ください！
Tacit knowledge - Word of the day #15
Tacit knowledge is the type of knowledge gained by personal experiences and is harder to document or articulate. For example, calmly dealing with different types of customers is a skill that a customer support executive develops through work experie
Drip schedule - Word of the Day #05
The drip schedule allows you to set a schedule and automatically release your lessons over time. This increases learner engagement and helps authors control when students have access to the course content. Learners can access the content bit by bit according
No puedo enviar emails
Después de renovar mi dominio keplerchile.cl no he podido volver a enviar correos. He intentado reconfigurar todo desde cero. pero aun no he logrado enviar correos. Me dice que tengo error 553
Next Page