Custom domain - Word of the Day #04
The custom domain feature can be used to map a unique branding URL specific to your organization to replace the default Zoho Learn hub URL. Users in your organization can access your hub with the custom domain URL instead of the default URL. The admin
Limit to number of product records
Hi, Is there a limit to how many Product records we can create?
Can I embed an "edit mode" form on a HTML page?
I want to embed a form on a HTML page passing an ID as parameter so I can edit the given record. Is it possible?
SALES IQ visitor ID numbers..
Hi all, Each visitor has a unique number. Does this correlate to our CRM records or is Zoho creating this as the visitor arrives? I would really like to see who these "numbers" are and how we can reach out to them (many are not engaging in chat.. which
Email forwarding to Zoho Support address
I'm not sure if I'm missing something obvious but how do I add an email address support@mycompany.com to forward to support@mycompany.zohosupport.com without using up a user licence and creating an inbox? It's easy with other providers as the support page shows: https://www.zoho.com/support/help/setting-up-mail-forwarding.html Surely Zoho hosted mail should make this easier!
Unable to verify SPF Record
Hi, I migrated my e-mail account from Bluehost, however I'm unable to verify the SPF for it, even though I can see the TXT record in Zoho's domain details toolkit. What should I do? Thanks.
White space at top of Zoho webform
I can't figure out how to remove the really big white space above the webform on my website, which I generated in Zoho CRM see https://expandacraft.com/contact/ (It looks horrible)!
How to pass values from Zoho CRM to Creator address field
Hello, Maybe it is an easy question but I have some issues of how to pass address values from CRM to a creator address field. I wrote something like the below and it did not work.... This is a sample of the code, in general I can pass all the values except
Developer of domain is unreachable
Hi. A client previously had a developer build a website for them, url aww.aapsrising.com. The developer is now unreachable and my client would like to know how we could get access to the domain. Please let me know. Kind regards, Albert.
Schedule announcements
I think it would be nice if we can schedule announcements in the Community.
Bookings puts two items on my calendar for one appointment
My consultation uses only "Meeting" not Meeting and Assist. One of these items contains the two expected links; Start and Join. The other contains just the basic Booking information. I only need the one that contains the links. How do I stop the second
Retrieving the Deleted Recording
Hi, Is there a way to recover the deleted recordings from Zoho side. Looking for the recordings of 11th July. mistakenly deleted the files from the recording folder.
What's the risk (if any)of removing the hosting domain from the spf txt record?
Hi, I was trying to group both the Zoho domain and my hosting provider (Hostgator) domain in the spf record. This way: v=spf1 include:websitewelcome.com include:zoho.com ~all But unfortunately this generated an error I´m trying to understand what is
External Client user and access to Project documents
Hi there- I have added external client users to my project and have configured settings in Issues for them. My issue now is I don't want external users to have view/read/edit access to any documents or folders. I want them to have access to only one particular folder. How to do this? I don't see this in FAQ section. Please advise. Thanks Maria
Can't send through SMTP using gmail
Hi For the past few years I have used Zoho to host my email, and used gmail as a client, sending from gmail "send as" my zoho-hosted email address . However, today I started receiving an error message when sending through gmail, saying that " Message
Attachment Issue
Hi, I can attach file to email, but when i try to send it, zoho says attachment upload in progress, please try again later...." and it is jut 1 .xlsx small file. Waiting for more than 30 mins, nothing, still the same reply from zoho. I have good internet
Activity - Word of the day #03
The activity section gives you a summary of everything that has happened within your knowledge base. It displays changes to your manuals and articles and a timeline of activities, with the most recent activity at the top. Along with each activity, you
Roadmap of features to be removed from ZohoMail for free users using their own Custom Domain
Is there a Roadmap of features to be removed from ZohoMail for free users using their own Custom Domain? Since ZohoMail doesn't plan to grandfather free users already using certain features, it would be good to have some foresight into what is going to
Latest updates from Zoho Workplace
Dear community, Here are some latest updates from apps across the Workplace bundle. We hope you find these features and enhancements useful! Send feedback to the team right in the middle of a chat Do you have a question to ask, a bug to report, or an
Cannot Test Mail Merge
When clicking on the "Send a test mail to me" button in Mail Merge, I get the following error. I have tried other browsers and tried to create the email template from scratch, only using the first few lines, and I still get this error. One other comment
Reordering no longer working from tabular view
Hi there, Previously it was possible to re-order columns by dragging them within the tabular view/edit view. After the update if you try this now, the cursor changes to the move cursor, and the blue "new position" arrow appears where you're looking to
How to move Contacts/Accounts into a custom module
Since there doesn't seem to be an "archive" option for contacts or accounts that are no longer being utilized we have them marked as "Inactive" in a custom field. However, is there a button or function that would allow those contacts to be converted and
undefined downloadable image showing up as campaign footer...how to remove?
Hello. On my test emails I get an undefined image at the bottom the email. This image doesn't show up on the campaign editor. I'm assuming this "image" is showing up because in the black coloured footer above it, the text "Unsubscribed" and "Update your
Product Images in Quotes
Hi Ive scanned the help forums and cannit seem to get an answer. We are a zoho one member and have been using zoho apps for years. Recently I thought id try to set up images in quotes. I uploaded some test images to the products module page and then went
Non-recoverable sales tax
Dear Sir, Madam, I have added sales tax to Zoho Books, but we are a non-profit association and cannot recover sales tax (we also invoice without sales tax). Currently, sales tax on purchases shows up as a "Taxes Payable" account on my balance sheet while
Adapt Zoho Books for Non-Profit Organization
Hi, We are using Zoho Books for a non-profit organization and we were looking for advice for adapting ZB for our uses. For instance we receive periodically funds from a partner in Europe. How to treat these large amounts since they are not sales. Any
Documenting the system customization
Hello all! Like many of you, I'm sure, I have been customizing the CRM to my business needs myself. This includes custom fields and modules, automations, blueprints and much much more... By now it reached the point where I feel an urgent need to have
When I open ZohoDocs Syncs, I get garbled characters.
The filenames displayed in the recent update of Zoho documents are garbled. Please tell me how to fix it to the correct Japanese display.
nameserver changes.
i brought domain from you, and getting hosting from another website. but i am facing the issue is that i can get the proper url/webiste address they said . you may contact the domain provider in order to get the instructions or assistance with the nameserver
Editable Field on Ticket List Table View
Hi, Is there a way to allow the "classifications" field to be updated on the ticket list table view of tickets screen to allow for an update using a our preset dropdown in the same manner as which you can update the status field? The "ticket owner" can
Android - Cannot close popup window following a openUrl call.
Code: // grab cstomer name and create list for current customer's old log popup CustName = Input_form [ID == input.Customer].Customer_Name; openUrl("#View:Popup_Logs?Customer=" + CustName,"popup window"); Problem. Using the Android App - when the Customer popup window appears there is no way to cancel it. The iPhone app has a cancel button to continue on to the main form. Any suggestions? Thanks,
Is there a plan for a Data Prep App at Zoho ?
Hello, I was wondering if Zoho was planning to release an app to clean and prepare the data before the analysis? Thank you, Regards, Victor M. da Silva
Zoho Mind Map
Hi, will Zoho consider a mindmapping application, compatible with the excellencent Freemind?
Tracking Expenses in Zoho Desk Tickets
We currently use Zoho One. Of the available products, we use Books, Projects, and Desk for tracking our work and expenses and everything. With our Help Desk work, we track hours for billing, but we also need to track expenses. We will occasionally order
Change default font and text size in CRM Mail
How do you change the default font and text size in CRM mail? It's a pain to have to reset it each time I open an email. It should be the international standard of Arial anyway.
Send attachments from record on email body
Hello, I tried looking this up, but found nothing. I'm creating a new email template, and I wanted to send the attachments from my record in my email body automatically. Is there any way I can do this?
Save Email as Draft in Record
Please consider adding the functionality to save an email as a draft when composing an email from a record. Thank you - Kevin
Lead Conversion Oppt Creation Fields
Hello Zoho community. When converting a lead to an opportunity a list of questions comes up that will help build out the lead. How do I add or take away the questions asked on this screen? I have highlighted the questions in yellow below
Is it possible to add a Dashboard user Filter, which filters all tabs
Hello, I have been trying to implement a user filter on a dashboard with many tabs, which is applying to all tabs at the same time ( so when switching the tabs there is no need to apply each time a filter) Could you tell me if there is such functionality
Filters and Search: Make default text dropdown option "contains" instead of "is"
Hi Community and Zoho Team! I would like to share a suggestion for the search and filter options in the CRM. In my opinion, the default dropdown selection for any text field to be searched/filtered should be "contains" and not "is" (exact match). Most
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