Added email address to existing list - how to resend campaign?
Good morning, I created a mailing list, sent a campaign, and now realized I missed adding an email address. I added it to the mailing list but now I'm not able to resend the campaign to that ONE address - instead it only allows me to send it to the whole list. Now, I did try to exclude the others by selecting the "exclude" area and selecting the titles of the previous campaigns - oddly enough it does remove some email address but it also removes the new one and leaves some of the others on the list
What's new in the revamped calendar - An overview of user interface and features
Hello Everyone, Scheduling meetings and events using online calendars has become inevitable as almost the entire business world has gone online. Keeping track of events, meetings and appointments has become a necessity. To serve you better, we at Zoho have
PayPal payment issue
Hi all! I have an issue with one of my clients not being able to make a payment via paypal. They have said they have submitted the payment but nothing as come into my PayPal account. The below is visible when looking at the invoice payment: Please can
Is there an easy way to mass update URL's in KnowledgeBase articles?
We've recently switched our company name, which has broken all the URL's that were manually added throughout our Knowledgebase articles, (these are links that cross reference other articles). The old site was at: https://desk.zoho.com/portal/sonocentltd/kb/articles/
Triggering workflow when specific fields are edited
Is there a way to do this in Zoho CRM? From what I can see, the level of granularity set for when a workflow will fire is at a very generic level (Create, Create/Edit, Delete). I would really like to tell the workflow engine to initiate the rule when
Assoicate duplicate leads via workflow
Hi, I have a use case where a user has to create leads (via web to lead) from 2 separate website. I would like to create a workflow that associate the 2 leads when form 1 and 2 is submitted. I can use the email field to assoicate the two leads. Thanks!
Remove Last Name and Company from Lead form
Is this possible? When reps in my company get a new lead the only information that they have at first is a phone number. I would like for them to be able to input the lead with just entering the phone number. Is this possible. Thank you very much.
How to send a behaviour assessment
I´m managing an open job position which has a prefilter- assessment. Then I created a Behaviour Assessment to send to some candidates but I don´t know how to send it to them
Tax Preference for Customers is unavailable
Hi, I'm trying to set up tax on my customers according to this link: https://www.zoho.com/books/help/sales-tax/#associate-tax-for-a-contact but when I edit a customer, I don't have a Tax section at all... At this stage, I have to manually choose a tax
Error with MX Record
Hello I added my MX Records in the right way and I received message that they are wrong. My domain expired and I had to update it. I read that I have to update the CNAME but I cannot find the option since the only error I receive is from mx and it does
Name the Flow instead of the User Name in Zoho Inventory/Books Comments & History Log
Hello colleagues, Here is a small problem I want to ask you to resolve. When we use Zoho Flow, all the operations performed by the Flow in Zoho Finance are logged in the comment section: The problem is that the operation above was performed not by the
Add rows to subform (Form B) with dynamic data comming from another form (Form A)
Form A is a Requisition form where People select products to get Quotes from suppliers. Subform in Form A looks like below- Form B is a Quotation form where vendor submits quotes for productsAbove data in subform A needs to be displayed in subform B(this
Tip #3: Update Zoho CRM records using form responses
How to update the existing records in Zoho CRM with form responses? The Zoho Forms and Zoho CRM integration doesn't stop with creating a new record (you can check out our previous article on the topic here ). Existing CRM records can be modified and updated to a newer value, too. This can be useful when you want to modify records without manually searching and entering. How it works? This works by identifying the specific CRM record in the form so that its existing fields can be prefilled into the
Vertical Bar Chart
I'm trying to draw a chart which would show me the sales person name on X Axis and Y Axis would show sales total amount. I need two columns per sales person (one for 2020 and other for 2021) and I need my sales figures broken down by product sold. I understand
Zoho error “`400 Bad Request`”: mandatory param missing
Trying to make search record api call but giving error "mandatory param missing" even specifying phone in form_params. unionwells france public function execute(){
$client = new Client();
$phone = 9XXXXXXXX9;
$token['Authorization']='Zoho-oauthtoken
Zoho CRM - Not have sufficient permissions to perform this operation.
I checked the configuration Setup --> Users and Control --> Security Control --> Profiles --> (Choose your profile) --> and checked the permissions for the add contacts action in Zoho CRM! This is well configured as in the screenshot. Can you help me?
Infinite Loading Screen (of death)
Hello, I've been using zoho writer for some time now (at least a few months) and I've had no issues logging in, but today I went to use the zoho writer service and I've been stuck on the loading screen for the last 30 min. I've deleted my cache and cookies,
Measure your team performance with Analytics
Hello all, While working as a team, it is always important to stay updated about the team's performance, so you'll know what you're doing well and where you should put more effort. To enable this, we are introducing Analytics in Zoho TeamInbox where
How can I show the Budget Status widget for a client user?
I have a project which a client user is assigned and has access to view. As an admin, manager myself I can see the Budget Status widget on my dashboard. How do I show this on my client user's dashboard? We effectively have a retainer client, say with a set number of hours per month so it's really important for them to see how many hours they are using on a project. Kind regards Greg
getAssociatedJobOpenings in Zoho Recruit API v2
Hey, I am attempting to perform some integration using the Zoho Recruit API version 2 but I ran into an issue. This issue is not being able to get jobs associated with candidates even though the function was available in Zoho Recruit API version 1. Can
Problems with Zoho "Lets encrypt SSL"
I have upgraded to business add-on which promised me SSL hosting. Means i can opt for "Lets encrypt SSL" from your end. But when i tried to " Get SSL Certificate " from settings it says "Error while getting certificate from Let's Encrypt. Please check your DNS configuration or try again later." My domain is from Godaddy. If there is something that i can do please assist me, so that i can update it again and opt for SSL . If any issues running there, kindly let me know when it will get resolved.
Deleting shared spreadsheets
Hello I was just wondering what happens to a spreadsheet that I've shared when I delete it. Does it delete it from everyone or just me?
Will a mail account be reassigned in the future?
What does the terms and conditions say about mail accounts. I have a mail account 123456789@zohomail.eu What if I don't use Zoho anymore. Will the account be automatically deleted at some date? Is it possible that the same mail address 123456789@zohomail.eu
Push Notifications in mobile—Get notified about form submissions and record updates instantly
Hello everyone, Mobile notifications are a great way to stay updated about the arrival of new information or be reminded about tasks to complete. Whether it's a lead being generated or a customer who needs quick assistance, these instant notifications
Is it possible to make custom fields that are dependent on other fields show/hide when the parent field is left blank?
Our current helpdesk software allows users to make custom field "Categories" that are categorized by department with which users can then associate custom fields. When one category is selected, only a predefined set of fields show up and the others hide, which enables our departments to tackle multiple kinds of tickets as well as prepare them for escalation to other departments. For example, when we select the Communications category under the Marketing department's category in the drop-down (see
Zoho Writer stuck in logo and keep loadibg
Hey zoho team, i have an issue accessing the "zoho writer" site, I've been waiting for more than 1 hr, refreshed my page, switched my network, and even switched my browser to get through. Do you guys have any ideas to solve this problem? help me out
How to record advance payment received from customers in previous year as opening balance for new year?
I am able to create debit balances for customers as opening balance, but how do i create a credit balance for a customer? Some customers have paid me in a previous year and their opening balance will be credit and not debit. When i try to import csv with
Pass record owner form Zoho CRM to Zoho Forms and back into Zoho CRM
Hi all We have 2 modules setup in the CRM. What we want to do it is pass the record owner from the first module to a Zoho form which is currently integrated with the second module. At the moment the form's details get inserted into a new row in the second
Send Signal when lead owner is changed
Is there any way to activate the CRM signal when I assign leads to any user on zoho crm? I'm talking about the little bell that shows on the crm.
Tip of the week #7: Customize Zoho Calendar's appearance based on your preferences.
Zoho Calendar gives users the options to customize the appearance of calendar grid based on their needs and convenience. The display language, font size, and themes can be customized using the set of options given to the users. Display Language You can
My Contact Information Doesn't Show Tax Preference
Hi Folks, My largest customer is tax exempt. I do not see the "Tax Preference" in the Other Details part of the Edit Contact page (as shown on your video). Can you tell me how to access this? I am just realizing that I can make it a preference. My contact
Updating a record
Hi, I have created a form, which when submitted I want it to know that this lead is already in my CRM and update that record. How do I do this please?
Custom function for moving a contact from one account to another
There is already a question on the forum about moving a contact from one account to another. Michael Trow answered that there was a custom function for this but the link he gave (https://www.zoho.com/crm/help/automation/custom-functions.html)) now 404s.
how can I activate the ZMeeting<->ZNotebook integration?
I just read about the ZMeeting<->ZNotebook integration on https://www.zoho.com/blog/meeting/zoho-notebook.html?utm_source=newsletter-june-2021&utm_medium=email&utm_campaign=met-newsletter Now when I run a ZMeeting, the "notes" button does not appear.
I'm not receiving mails
When I setup the zoho it was working fine. But, few days back, I am not receiving mail. Please help Zoho mail nutricao@rosapires.com check the erorr here
No users can access documents/sheets in Zoho....
No one in our organization is able to successfully access any sheet or document, shared or not. We either get an error message or endless loading. We can't continue having issues like this - we rely on our shared documents for operations within our
Send email with value of a lookup field
Hi everyone, Is there a way of sending an email with the recipient (the "To: ") taken from the value of a lookup field? i.e. I have a form with a lookup field called "Email" that has a value taken from another form, and I want to send a confirmation email to this recipient... is that possible? Thanks!
How to I auto assign a specific account name to CRM existent contact information generated from a zoho Desk?
Hi, How do I auto assign to tickets, i mean a specific "ticket owners", when a ticket submit in desk and if this ticket already exists in CRM and has an account manager in CRM, automatically the ticket owner in desk to be the account manager of crm for
Bigin - Astuce #6 : Importer vos tâches & vos notes
Bonjour à tous, Dans cet article nous allons voir quelles sont les étapes à suivre pour importer depuis une feuille de calcul vos tâches et vos notes. Dans les deux cas, la démarche à suivre est la même. Avant tout, assurez-vous que le fichier d'importation
Zoho mail question, pls help! <3
hi lovely ppl - question, I am able to change/request for an email alias that is not on the list? I'd like to change mine to my first name + middle name but the options given only include my first name and last name. also, when I log into outlook can
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