How to setup customer journey
Hi, I am new to using the tool. We are a hardware and software services seller. Our customers are large fleets and other businesses. We have specific steps from contacting the leads to delivering products and after sales relationship. After the sales,
'Ask Zia' is now available in the Zoho Analytics mobile app
Hello All, In the latest version (v3.4.0) of the Zoho Analytics app, we have brought in support for Ask Zia, the AI powered analytical assistant which provides powerful insights on the go. I've attached GIF's covering the feature below for your reference:
Cannot add Zoho Inventory to Amazon Seller
Hello, I am trying to add Zoho Inventory into our Amazon Seller account and I cannot do it. I am following this instructions https://www.zoho.com/inventory/help/marketplaces/amazon.html and when I enter the Developer ID Amazon gives this error "This developer
Bulk action to switch all items to "Track Inventory" or import items with Track Inventory enabled
Hi, We have been trying to import products to our zoho inventory account, but we cannot do this with "track inventory" enabled. What are the fields required on our spreadsheet to allow this to happen? We cannot afford to do this item by item. Thanks,
Default email address is not working properly
Hello, I followed instructions on creating alias email. I now have one superadmin adress and my alias. I set up my superadmin adress as my default adress but whenever I want to write a new message I have to remember to switch in the "new message" tab
ActiveSync - various calendars
Hello, I have multiple calendars in my account. Is it possible to transfer these calendars via ActiveSync. On my Ipad only the first calendar is transferred. Thanks
how To add tds in invoice as per new rule SEC194Q
how To add tds in invoice as per new rule SEC194Q
How to change the Farsi font in the desktop version?
Hi, We just migrated to Cliq from Whatsapp. Honestly, it has many good features; however, the type and size of the default Farsi font are too annoying. I wonder if there's any way to change them in the desktop version.
How Sales Reps Can Leverage the Power of Storytelling to Persuade Buyers and Win More Deals (Tips + Examples)
An effective sales pitch should gain your customer's attention and build trust to create long-lasting relationships. Stories help you exactly do that. Stories are a powerful tool in helping you connect with your buyers and influence their emotions in
Extension pointers -JS SDK series#9: A look at multiple JS SDK API methods and their potential uses in different scenarios for widgets
Throughout the "Extension Pointers - JS SDK" series, we've demonstrated a wide range of APIs, their usage, and how they can be implemented in a widget, along with working examples. Let's look at a consolidation of all the APIs in this post, to get a quick
How do I add an email signature to Email Templates?
Hi Zoho, I am not able to add my email signature to some of the email templates I created, as I hit the 200,000 character limit apparently. I say apparently as it has said this to me a few times and when I redo it with the same content, I'm able to save
Is it possible to change custom module layout?
The new button for the module shows all the fields (standard + custom fields) in the form. Is it possible to edit the layout to show selected fields like the module customization in the CRM?
link to tab in Zoho Spreadsheet
Is there an easy way to link directly to a tab in a spreadsheet from an external site? For example, I want to link to Tab2, but the zoho sheet only provides a single URL. How do I direct traffic to one particular tab in a spreadsheet, and have another link that directs to another tab? Thanks
Wizards: Recent enhancements
Hello Everyone! Following enhancements have been made in Wizards. These are now available for all users. Wizards flow update: We have introduced two new flow level changes in Wizards. 1. Navigate between screens Before, there were two ways by which
Unattended access, rebooting issues
Whenever I reboot a windows 10 workstation remotely through Zoho unattended access, It never reconnects, just grey screen with action bar on left, but can't click any of the commands or actions. The user has to log into the computer for unattended access
Add more gesture/click behavior
Hi there, I'm just reposting to the forum, for the community to discuss on it, my suggestion to add some more gesture/mouse-click behavior. First of all, thank you SO MUCH for adding the feature to edit the click/tap action of a record! Been able to directly click on a record to edit is really nice! I would like to suggest the additional behavior: - double-click action (to edit record for example if Onclick = view) - over-mouse action (to view record detail for example if Onclick = edit) Please
Creating Field or tag
Is there a way to create and add a new field to the contact? This field should indicate whether the specific contact is a contractor, candidate, client, partner.
Creating Field or tag
Is there a way to create and add a new field to the contact? This field should indicate whether the specific contact is a contractor, candidate, client, partner
Candidate portal
In the candidate portals, there are certain flaws. 1. When the candidate logs in. In the current openings tab, it shows the oldest opening first and newest opening at the bottom, while it should be the other way round. 2. In the applied Jobs tab, there should be an option to customize the portal where we can let the candidate know the status of his/her application. Like rejected, approved by the client etc. 3. There should be a search box to search the jobs in candidate portal
Call Results do not show up after the call
How can I input the call results after a call ends? I am currently using Twilio for my Telephony and was able to do this previously by simply clicking a link after each call. Is this feature available? if not when will it be coming? as it is very important
Responsive webforms
Are Zoho Webforms in CRM responsive? or do you need to purchase a 3rd party subscription or product for a word press site?
Customers Cannot Receive Notification Emails
We configured our Desk to send notification emails whenever a ticket is logged. But starting from yesterday(06/28/2021) (or could be earlier we just did not notice), our customers stopped receiving any notification emails. We checked ZOHO Desk ticket
Pre populate discount in the quote module
Hi I need to pre populate a discount based on an amount in the quote module of the CRM. I appreciate that i could have used price books however the discount is an exact amount not a percentage and not necessarily a rounded number so this doesn’t work.
Zoho asks for OTP sms when I sign in but doesn't send me OTP
I try to login to my mail but can't login successfully because zoho requires sms otp code. the system said otp sent but i did not receive, i pressed resend a million times but no progress. I tried asking a colleague and they still got their otp. Before,
Possible to translate an HTML page?
Hi guys, the translate feature is cool. Can it be applied to HTML pages as well as forms? -- If you need any help with this or anything else related to Zoho, check out www.nuanced.it or email me at jeremy.nagel@nuanced.it
Pause script while alert box is displayed
It would be great if the scripts would wait for the user to press the "okay" button on an alert box, because if the script takes the user out of the place where the alert box is displayed, the user wont see it. Maybe a pause statement....
Create contact and deal from form
How can I create a contact and a deal when a Zoho Form is submitted?
Two pages to sign up for an email account that do not work
Unable to sign up for email When trying to create account at https://www.zoho.com/signup.html If fails with "We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com" appearing in red a similar topic
Problem Outgoing Mail Blocked
Good day! I have the same problem: Reason: 554 5.1.8 Outgoing email blocked. I am sorry if I made a mistake, I have reviewed the policies and I am more aware of the proper handling of the platform. Please, can you help me by enabling me to send emails
Unable to login my account
I had registered my domain on Zoho and created an account: zachan.dev. I was able to login to Zoho using the email address: zach@zachan.dev. I was also able to receive and send emails using POP3 and IMAP after I subscribe to the suitable plan. However,
Email alias problem
Hi Zoho friends. I need help. My email alias is not displayed in the "From" drop down list when I write a new email. The problem happens in both the browser and the desktop app. What can it be? Thanks.
Email is not popping until the email account is selected
Hi, I have numerous email accounts that are being popped via pop3 settings. Until a few days ago email were being regularly popped without the need to select the email account. For the past few days if I selected email 1, new emails are being delivered,
Not receiving emails from my clients
Hello, I've been trying to send myself a test email from my Gmail. But Gmail says message not delivered ? Why this is happening ? Even mx Zoho records are properly working
Now that we are on the other side of the issue
The important part is. What was the issue? What will Zoho do to prevent the issue? Is there anything coming to us, the current customers who had to suffer through this debacle.
Voicemail Notification
I am testing a few different IVR and Phone services. Currently I am testing Twilio. I have a 2 part question regarding incoming calls and voicemail Question 1. Can you just have an incoming call directly to the user without entering a prompt? Question 2 I see that you have a missed call it will show an alert in the top right bell icon. Is there a way you can send an email notification to the user when they have a voicemail from a lead and or contact? I would assume it would be some workflow based
Error after submitting signature
Hi, Our users are getting following error after signature is added and click on submit. We are creating embedded url and send it to user to sign. We are getting this error for request id 132947000000125285.
Bad msg size
Hello, please I need help. I'm not receiving emails Zoho emails to Gmail (POP3). I'm getting errors Bad msg size 9 - 1. SMTP is working from Gmail ...Can you please help me? Maybe we did some changes in DNS records (MX, TXT?)? But everything looks ok in records.
Sorting of subform rows
How is this still not a thing? Every platform I have tried before is able to do that. A Company bulletin needs a subform listing it's Employees alphabetically. A Staff form needs a subform listing his/her Tasks by Date_field An Order Form needs a subform listing the Products in alphabetical order Sorting subform records is a matter of visually organizing the data. Displaying data by added_time is seriously pointless and misleading to the eyes in most cases. Has this been added to upcoming developpement?
Whatsapp - Zoho CRM integration
Hi, I was told today by Goutham at CRM support that Zoho CRM didnt plan to support whatsapp and we should use a this marketplace app. The marketplace app that was suggested to us had about 25% 1 star reviews. a choice selection of reviews; "Newest update
Sync ZohoCRM to GPS? (Not mobile)
We want to use standalone GPS units (Not cell phones) for our field reps. For example, Garmin or Tomtom? I am fully aware how amazon the ZohoCRM mapping capabilities are. However, just know that for our use, cell phones aren't an option for navigation.
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