If no reply from lead, send automated follow-up email using the same email thread
Hello, I want to contact my leads, but if they do not reply in X days I want to send an automated follow-up email. But the email should be sent as a "reply" to the original email so that it stays in the same email thread, which helps the recipient know
Can i share file from "Upload File" field with public link?
Thanks
5 easy ways to manage tasks - Post Two
In continuation with our earlier post on managing tasks, here are 5 more ideas. 1. Add a task: Simply tap 'T' from the task classic view to open the New Task form. 2. Reorder task lists: Tap the ellipses icon in the upper-right corner of the task classic
Transferring Attachments from Lead to Account, not Contact
When I convert Leads to Accounts and Contacts the attachments end up with the Contact. How do I have them attached to the Account? For example, it makes more sense to have a contract assigned to an account than a contact.
Converted APIs to OAuth but still receiving Authtoken warnings
We converted all of our API calls to OAuth, yet we are still receiving the "Replace Authtokens with OAuth immediately" notification when logging into Subscriptions. The API Usage Dashboard shows several transactions, all being processed at the top of
Lead History/Timeline
There is a timeline feature which shows lead history including when a lead is changed from one user to another. Is there a way to delete that on a lead?
MX record not valid, Checked and correct records in place in place. Error 553 Realying not allowed.
Domain hairbyvictoriajane.co.uk. Could you please renable my doamin for email delivery as i let my domain lapse and only just renewed it, i have added the valdiation cname as requested. Many thanks,
Cursor on computer is to the left of what it is actually pointing to on the remote computer
Zoho assist has been working fine and I hadn't used it in a few days. I decided to log back in and work on the remote computer but now the cursor is off of what is highlighted on the remote computer. Here's what I have tried to solve the problem, but
Leads organization, adding multiple contacts per company
Hello, I have just started using Zoho CRM to find out if it useful for our organization. I have the following questions: 1. I want to have my leads organized by the company name not the contact person (Leadname). Can I switch this? If yes, how? 2. If
Cant find SPF verificaiton
I cannot find the admin console to do https://www.zoho.com/mail/help/adminconsole/spf-configuration.html#alink2 At the moment everytime I send an email I have the red question mark next to the name very annoying
How do I create a debit into Petty Cash with out an invoice?
I need to be able to record account transactions when taking cash out of an bank account and put them in to petty cash? I dont want to write an invoice for this. I would just like to record the transaction so that it will make a debit into that acco
Zoho Books - Vendor Portal - API
Hi, How I can access (API) to documents uploads by vendors at the vendor portal? At the Invoice section of documentation nothing tells about files in pending (without a Invoice created) https://www.zoho.com/books/api/v3/#Invoices_List_invoices I want
Form Broken - Please contact your form administrator for further assistance.
Hi, I get this error when I try and view the public URL of my form "Please contact your form administrator for further assistance."
Push Data from Excel into Zoho Creator using API?
Hello, How can I create an automated process through API where I input data into excel and it automatically pushes them to creator? I used to have a migration tool that helps me with that but now Zoho removed support for it and this can ruin all my business
Remote Authentication-hexdigest() function
I try to configure remote authentication settings for SSO in Help Center Portal and encounter apikey which generating with the function => hexdigest(MD5(operation+email+remoteauthkey*+ts)). I have supposed this function(hexdigest()) belongs to java,
New Custom Fields alert!
In addition to the existing 15 custom fields, Zoho Sprints has introduced three more fields, namely, Percentage, Lookup and Currency. Let's see how these custom fields can be put to use in different cases. Percentage The Percentage custom field
Call logging of scheduled call in App
Hello, When making a call for a scheduled call from the App - once the call is completed and logged from the log call prompt a second call record is created and the original scheduled call remains as an open activity. I tried this a few times and cannot see a way \ option to log the call information when made from the scheduled call reminder - to not create a duplicate and mark the scheduled call as complete with the result. Please assist? Thanks,
scheduling repeat meetings in CRM
Hi, When I schedule repeat meetings in CRM, they are not synchronised to my Google Calendar. The sync works well for individual meetings, only the repeated ones are not reflected in my Google Calendar. This is very annoying and wastes a lot of time when
Where do I find my draft posts on the free edition?
I had a several posts ready to go in my drafts and I can't find where the draft posts were moved to. Please help, thanks
Explicit knowledge - Word of the day #13
Explicit knowledge is the most common type of knowledge found in an organization. It is the type of knowledge that can be articulated and documented easily. Explicit knowledge is structured, organized, and easy to store and interpret. Research papers,
Images not loading in Campaigns
It keeps loading and then not loading the next time... or takes several minutes to display on the screen. Anyone else experiencing this?
Inviting a Guest Contrubitor is Not A Good User Experience
If we invite a Guest contributor to Zoho Sites, they receive an email with an invite link. Clicking that link takes them to a Zoho Sign In page with no apparent way to create an account. I understand that the user can create a new Zoho account and then
Automation: Create a project in Zoho Projects for each Client in Zoho CRM
Hi, for a third party integration we need an associated Zoho Project to each of our CRM Contacts. I see that I can click on each Client and add an associated Project from there. But I am looking for an easy way to create a project for each of the already
Zoho Forms Data not captured in Marketing Hub List
Marketing Hubs forms are not able to embed in the page. So,I decided to proceed with Zoho Forms. I have created Form in Zoho Forms and associated with Marketing Hub to a specific list. The form data is not captured in the desired list (in Marketing Hub). Kindly advise me in the right direction ASAP! Thanks & Regards, Bala.
Zoho Bookings: Allow Global Time Zones per User rather then just per Organisation Setting
Hello, We are a global company with staff across many time zones. We like the idea of Zoho Bookings but it doesn't allow the user to select their own time zone - the Admin sets ONE time zone for the organisation - which doesn't work when customers view the Bookings URL page it shows user is only available at 2am...instead of their correct working hours. I know this feature is in the works - but lets all vote on this to get this feature request sooner? Thank you!
Round item rate on SALES ORDER (Zoho Inventory)
Greetings, I hope find all well and safe! I need input my item rates using multiples decimal places, but that only two (2) decimal places appear at the pdf. Can someone help, please? Thanks in advance, Visfe.
Cannot get monthly reports - Zoho Social
Our company has the standard plan for Zoho Social. I tried gathering monthly analytics for our social media accounts, but I do not have the option to filter the date range or anything. All I have is a box in the righthand corner that says "Channels overview
Calendar with ActiveSync issues
Is anyone having success using Zoho Calendar over ActiveSync? Specifically with the iPhone. It's never worked quite right for me. My setup is pretty simple, just my wife and I with separate email addresses on the same Zoho account. I'll create an
Search record by tag using API
Hi! I want to filter records by tags in Zoho CRM using the API. First I have to say IDK why tags are disabled in sandbox, it makes no sense at all. But anyway I couldn't find any documentation on how to filter by tags using the CRM API. Can you point
Unable to connect to messaging server
Hi: Keep getting this message for longtime "Unable to connect to messaging server". Trace via- gnome nettool 3.8.1 Hop Hostname IP Time 1 1 192.168.1.1 192.168.1.1 1.707 1 192.168.1.1 192.168.1.1 0.806 2 197.162.122.115 197.162.122.115 1.041 2 172.16.51.225 172.16.51.225 19.961 3 172.18.1.97 172.18.1.97 27.358 4 host-81.10.87.205.tedata.net 81.10.87.205 19.832 5 10.37.241.1 10.37.241.1 23.468 6 te0-0-0-1.rcr11.b015595-1.lon01.atlas.cogentco.com 149.11.140.37 72.523 7 be2643.ccr22.lon01.atlas.cogentco.com
zoho oauth sandbox
In zohooauth token generation flow as per https://www.zoho.com/crm/developer/docs/api/v2/auth-request.html, endusers is asked to choose between sandbox, developer or production environments. Is there any parameter in the returned body which says the refresh
Zoho Invoice Zapier Integration Broken
Is anyone else having problems with their Zoho Invoice integration with Zapier? My integration broke about two weeks ago and has been causing me major problems ever since. My first problem is that whatever update they did removed the customer fields from
Difference between the usage of Blueprint and CommandCenter
Can someone precisely explain the difference between Blueprint and CommandCenter and why should we choose one over the other and in which case?
Due date to automatically sync with google calendar
Hi, We are an events company. First of all there is no field for event date in zoho estimate and invoice. Currently we are using Due date as events date. Another problem is there is no way our google calendar is able to be auto updated when the due date is updated. So far, your team has informed that they are only able to sync invoice date to calendar. But it will be of great help if you are able to link due date to calendar. In that case we do not have to manually key in our event dates in our
[INVOICE] - Set Global Preset Options for Invoice Item Names and Descriptions
Hello, Currently I have noticed that each individual project can have it's invoice preferences set, so that when it comes to invoicing it's simply a case of selecting the project and adding to the invoice - the fields have already been assigned - as the
Conditional Journeys for date defined by Lead with criteria
Hello dear Zoho Marketing community. I have a question about Journeys. We need to send a series of emails, triggered X days after the date field (defined by Lead when submitting a web form). Tree planting date in this case. The email series depend on
Mandating Products addition to Leads/Deals
One of the related list in our Deals and Leads module is selecting Products. I am not able to mandate selecting products at the time of lead creation/deal creation or lead conversion to deals as product is an external module and hence Layout rules/validation
Error when posting on Instagram
Hi, I have been posting videos to Instagram and Facebook through scheduled posts. A few times my videos have not gone through on Instagram and the error message I receive is only "sorry, we can't publish this" and the post then goes to unpublished posts.
Combine two fields to create new date field, is it possible?
Question - Is there any way to take two fields, Month and Year, and create a true date field in Forms or a Forms document merge with Writer? Example: Month Field: Jan Year Field: 2022 Create New Date Field: 01/01/2022 Note: day of the month is irrelevant
CRM Lead Send Mail no longer opens a moveable email composition window
Recent changes to CRM have caused the Lead 'Send Mail' option to just open a static window which covers all the Leads details. It used to open a new moveable window so you could compose the email while easily viewing all the Lead details. Now you have
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