change permissions for fields at certain stage
hello all, I want to be able to change permissions for fields at certain stage using functions or workflow rules, to make them read only for some users. is that possible? if not is there any plans to add this feature?
Is it possible to automatically create lead from missed call?
I am using the Phone Bridge integration in CRM Plus. I find it difficult to call back a missed call unless it relates to a Lead/Contact. Is it possible to automatically create lead from missed call?
Update Page iframe based on selection of a report
I'm trying to create a page that holds all relevant information about a site....Documents, Permits, Purchase Orders etc... I have a Site form with all relevant subforms...Documents, Permits, Purchase Orders, etc... On the page, I have an embedded report
Default 'All Contacts' view not showing all contacts
I can only see a few contacts in the view "All Contacts" even though we have hundreds in our database. These few contacts all have their 'status' (a user-defined field) set to 'inactive' or none selected. I have tried to see if editing the "All Contacts"
Widget Not Included in Slideshow
I am unable to include / add - Widget in Manage Slide show in Zoho Reports / Analytics
Delays again, same week...
Where is the communication. Where is the information on the status page? 2nd time this week. 3rd week in a row. I've got one foot out the door zoho, what will you be doing about this?
Community Learning Series - Personalising your payroll experience using Zoho Payroll
We all know that employees are the most important asset for any organisation. Organisations spend copious amounts of time recruiting, training, and retaining sufficient employment to maintain their business health and operations. And one of the most important
Unable to send emails to domains that use CloudFlare
Hello For a few weeks now I have been having issues where I have an issue emailing some users. The error I am getting is Diagnostic-Code: Host not reachable, but I can email these users from my Gmail without issues. After speaking with Zoho on the phone,
Not enough options in global task list
Hello. I find that the global task list lacks some options. To compensate for that, I need to create additional views, instead of seeing the information in a single view. My main need is seeing tasks from the same project together. There could be two
IMPOSSIBLE to restore Backup
As usual, there is no way to restore the thing that you guys say is a backup - it's not. It's a random dump of data that can, with hours of work, get you back to CLOSE to where you were before everything was deleted. Here's what's missing: The ability to restore a backup that you say is a backup (A backup is what you use to get your system back up. That's why it's called a backup) Data is missing from the dump (It's a dump, it's not a backup). At least taxes, I'm sure I'll find more as I go through
Job boards
Hey! I use a number of job boards such as Monster, linkedin, Careerbuilder. Now I want to know from which job board I get the most applicants from. I can see it in each job separately but not in a larger view! Is there any report or way in Recruit or
Fetch data from SQL Server
Hello, I have a database in SQL Server on my server. Every day I need to import data from a table to Zoho Creator. How can I do? is an example of this procedure? Regards, Maurizio
i can't add my Domain (Domain already exists.)
I have tried to replace an old domain with a current one but I get a message that the domain I want to add already exists my old domain is pufsociety.net and the new domain is mcmexico.net I hope you can support me
What's the most efficient solution for this use case ?
Hi, I'm after an opinion or two about the best practice solution for this problem I may have as my company starts to scale in size. I have an app which I built as a Training database tool. It contains a record of all training available and records what
I can't get my zoho account set up in Mac Mail
I am following the instructions to download Zoho Mail through POP in Mac Mail so i can get my emails easily on my iphone... Every time i enter the server details given by ZOHO (included below), Mac Mail says that logging on to the POP server 'pop.zoho.com' has failed and check my password and username are correct. I have checked them and re entered all the details 20 times and it is correct but it wont work.... Any ideas?? Incoming Mail (POP3) pop.zoho.com Use SSL: Yes Port: 995 Outgoing Mail
zoho mail will not load in browster
I have been trying to open my email in safari and google chrome, but it has been loading for over an hour. This including constantly refreshing. In the zoho iPad app it works fine. But I need to send the mails from my MAC HELP!!
Why can't I see resources?
hi. In several Zoho calendar screenshots I've seen option like resources, booking, etc. But I can't see those in my calendar, what am I dong wrong? How do I activate these options?
What is the best way to develop in deluge?
Hello fellow developers, I want to ask all of you a question: What is the best way to develop with deluge in a daily basis? I mean. Most of the time I am making tests with functions and with real data, but when I am debugging, a lot of the times nonsense
CORREOS ENVIADOS DESDE ZOHO LLEGA AL SPAM DE LOS DESTINATARIOS
BUENOS DIAS, ANTERIORMENTE CONSULTE UN PROBLEMA CON EL PROBLEMA DE MX QUE NO APUNTABAN A MAIL ZOHO EL CUAL FUE RESUELTO CON EXITO POR EL SOPORTE DE ZOHO, AHORA TENGO EL INCONVENIENTE QUE LOS CORREOS SE ENVIAN PERO LLEGAN A LA CASILLA DE SPAM DE LOS DESTINATARIOS,
Emails going to Spam sent from Zoho applications
Hi all We have had cases with clients as well as in our own business where emails sent from Zoho applications and being caught in spam or even quarantined in the receivers email system. As an example we were having issues with all invoice emails sent from Zoho Books going to spam. As you can imagine this was causing huge issue because we weren't receiving payments for invoices which was effecting cashflow. Estimates also weren't being received so we even lost potential sales! We couldn't figure
SPF verification failure
I have a contact me page on my wordpress hosted website. Everything was working fine until about a month ago. Zoho mail said the SPF and DKIM were not setup correctly. Took 3 hours to get everything squared away. Worked for a day. Now I am getting
CRM email Templates: Email text look too small on mobile
When creating templates for CRM, the emails look fine on desktop but are too small on mobile screens. The font is set as 14pt Arial but on iPhone mail the text is super small. How does one fix this? Having an "HTML" view would really help.
How NOT to Include Bank Charges in VAT Return? UK Area
I'm linking Zoho Books to HMRC for VAT return. But Zoho Books have included Bank Fees and Charges in VAT return, which in UK should be VAT exempt. I attempted to change the properties of the Bank Fees and Charges account in Chart of Accounts, but to find
I can’t send email from Zoho app
Hello, hardly can see the exact error. Please advise? I was able to send emails an hour ago, but suddenly all send emails were in the Draft.
Sending Email based on products
I am adding prodcuts to companies profile by using the lookup field, and trying to find a way to send emails automatically to companies with certain products included in their profile, especially for product updates etc. Is there a way to achieve t
Écritures comptable liées à l'inventaire
Bonjour, L'écriture automatique lors des achats est la suivante Inventaire (système) Compte fournisseurs Taxes à payer Il faudrait qu'elle soit Inventaire (système) Variation d'inventaire Achat Compte fournisseurs Taxes à payer Ou simplement Achat
Discover the future of customer engagement with the all new SalesIQ 2.0!
Greetings from Zoho SalesIQ! We are excited and proud to announce that the newest version of Zoho SalesIQ - SalesIQ 2.0 is now live! What we're also excited about is that we are hosting a series of events to talk to you about all of the features in Zoho
CRM/Desk sync
All, Much to my disappointment, after much effort, support emails and remote logins and promises "if is now fixed" - accounts between CRM and Desk still do not sync. It seems completely random - sometimes it works, sometimes it doesn't. Right now, I have
Unsubscribe Merge Tag reads as full URL
I am using Plain Text for my Content editor and have removed the theme. When I copy the Unsubscribe Link from the Merge Tags and insert it in the text body, the campaign recipient sees the full unsubscribe URL. Is there a way in Plain Text to have the
Does refreshing auth token count as api call?
There's limit to how many api request you can make per day. Does refreshing auth token count towards total api request calls
Adding "Bearer" keyword to POST header return "Internal Exception"
Hi, I'm getting a very odd failure: I'm trying to make POST request using invoke url. i created header map and added 2 key-value pairs (Authorization, Content-Type). now, when i'm putting the value for the Authorization key as "Bearer hqYUIGEmoTfdWNp54SFRQ8VGz"
Zoho Desk API Get Ticket Attachments allways return empty
I'm trying to use the API do sync tickets to my internal Ticket manager. Tickets and Comments are OK, but Attachments allways return an empty array: {"data":[]} I need to pass other parameters? Example Url: https://desk.zoho.com/api/v1/tickets/13228000020730005/attachments
【6/29(火) 初心者向け】カスタム関数勉強会のご案内
先日のMeetupでも告知しましたが、以前より多くのユーザーさまからご要望いただいていたZoho の「カスタム関数」に関する基本の勉強会を6/29(火) 17:00に、開催します！ 関数の基本的な書き方や、Zoho CRM で活用できる関数例のデモなどについて、Zoho の技術メンバーがわかりやすく解説します。 関数の基本を掴みたい方はぜひ、ご参加くださいませ。 ＞＞申し込みはこちら：attend.zoho.com/luy0 以下詳細です。 ーーーーーーーーーーー 日時：6月29日(火) 17:00~
Workflow 'Create CRM Task' ignores contacts - don't understand why?
I have set up a test workflow in Campaigns, and test Leads in CRM to try out a new process that I want to introduce for automating follow-up to webinars. The test leads were pushed from ShowTime into CRM, then synced into List A in Campaigns. They then
Managing Proper Workflow
I have a customer list with a field personalized based off their buying stage "not started" and "in progress". I have a workflow to send a series of emails that I only want to send to the 'in progress'. The problem is the on trigger can only be a list,
Sr.
We are having trouble receiving emails from Zohomail. We've already checked it internally and we don't have any internal failures. We have been trying to get help or solutions from Zohomail but without success. At the moment there is no return. We urgently
Will WorkDrive ever implement sharepoint-style metadata functionality?
Will WorkDrive ever implement sharepoint-style metadata functionality?
Zoho email not being fetched in apple mac mail
Having issues with my Mac receiving the emails, iPhone is ok but mac is not syncing? Checked all settings all ok and correct.
Plan Zoho Workplace Mail Lite
Selected Plan Zoho Workplace Mail Lite Configure domain aliases for your existing domains. for each domain I get free box email or I need buy a box email ? how many user with email box can I create?
swaks auth fails, even with Application-Specific Passwords
Hello, Since smtp servers were/are not fully working since yesterday and I started new development, I'm trying SMTP using swaks to track issues faster. I generated an Application-Specific Password for swaks but it doesn't work: [email] [password] ===
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