Writer Mail Merge Custom CRM Fields
I've created a custom module (module A) with custom fields. One of those files is a multiple select lookup, which does a lookup from another custom module (module B) with custom fields. When I create a mailmerge template for Module A, it shows the ability
Duplicate a Spreadsheet
There are 2 ways to duplicate a spreadsheet in Zoho Sheet . 1. Using 'Duplicate' Option : Click the 'Show Sidebar' arrow or Press Ctrl+O to open the sidebar. Click the Actions icon of the corresponding spreadsheet name and select the 'Duplicate' option from the dropdown menu. A new copy of the spreadsheet will be created with a name in the pattern 'Copy of <original spreadsheet name>'.For example, when you duplicate a spreadsheet named '401K Planner', a new copy of the spreadsheet will be created
Tips and Tricks #41: Stay up to the minute with your important files and folders
Hello everyone, We hope that you are finding our WorkDrive Tips and Tricks series useful. For tips on specific topics, comment below and we'll be sure to get to it. Today, we're looking at an easy tip on how to follow updates on any important files and
cannot mention client user in comments
I cannot mention ( using @) any client user in one of our projects in zoho project, the client email is already added to the project as client user.
Zoho CRM and Projects together: consolidated To-Do list?
Hi, I'm trying to get set up using CRM and Projects together, I've linked the two and am able to use the portal. My question is: CRM and Projects both have ways of keeping track of "to-do"s for the team, but I don't see a way to put those to-do items together in one list. Is this possible? Or do I just have to live with two separate to-do lists?
Tagged mails does not appear in IMAP.
Hello, How can i download these mails or move them in to folders with the tag? The web ui allows only 300 mails at the same time (we have a lot of mails) This is really embarrassing... Thanks
Block Type: Mail Outgoing blocked. Unknown
hi, Account Block Information Your account gabriel@portatilshoprd.com has been temporarily blocked. Block Type: Mail Outgoing blocked. Unknown Click here to read about our usage Policy. For any support or queries, kindly contact support@zohomail.com
How to sync Zoho CRM contacts with Mobile Phone when not using Google
By The Grace Of G-D. Hi, For a Full-On Zoho One User, who uses Zoho Mail and not using Any Google Services, How would one Sync His contacts with Android / iOS?
How to get Zoho Books Invoice Link to a CRM Field
Hello All, With all the integration available between Zoho Books and Zoho CRM, what we want to do does not seem to be possible through the native integration.o Currently, we have information from Woocommerce sync with Zoho Books. This functionality recreates
Create CRM Meeting from acuity scheduling with Zoho Flow - exception for Startdate
Hi @all, my problem: I want to create a Meeting in ZOHO CRM when an appointment is scheduled in 3rd-party service „acuity scheduling“. Payload of acuity contains startdate in ISO-Format e.g. 2009-06-30T18:30:00+02:00. In CreateModuleEntry within Zoho
Zoho Flow - Hubspot CRM connection
Hi - has anyone set up a connection between Zoho Flow and Hubspot CRM? I have set up a Flow which polls for updates to Deals in Hubspot and - depending on certain conditions - creates an account and contact in Zoho CRM from information in Hubspot.
Unable to open Zoho Campaigns module
When I open from Google Apps UI a tab opens with URL: https://campaigns.zoho.com/home.do?todo=fromgoogle And the it generates the error message: ???zc.error??? Zoho CRM works fine though. What to do?? Thanks for prompt reply..... Gert.
Demora para receber e-mails
Olá, está demorando muito para receber meus e-mails na caixa de entrada. O que pode ser?
CRM - Astuce #9 : Comment ajouter une vidéo à votre signature e-mail ?
Bonjour à tous, L'un des plus grands défis des premières étapes du cycle de vente est d'obtenir une réponse par e-mail des prospects. Avec un si grand nombre de vendeurs qui se disputent le marché, votre e-mail doit sortir du lot et vous aider à obtenir
How do I change mouse-over information?
Hello, Screenshot is below. As you can see, there are a lot of Account Names with the same name. I'd like to make it so that, when I put my mouse over it, it displays the State instead of the website. I've been having trouble finding where to make such
Incoming emails not working
My domain "tres60.co" is not receiving emails. We noted this is been going on for the last 4 hours. i've searched through the notifications here and on Twitter but seemsi'm the only one affected and Zoho has no "easy acces" to support
Customize the Employee form - Zoho People
Hi, I am working on trial version of zoho one, I am trying to customize the employee form in zoho people but unable to remove/customize few fields. for example, I don't want few fields like Nick name, Seating location etc., and also customize few fields
Introducing Design on Canva for Social in Marketing Plus
Hello everyone, We are happy to inform you that Canva is now a part of Social in Marketing Plus. With the integration, you'll now be able to create, edit, and share compelling designs for your social media content. About Canva Canva is an easy-to-use
Macro or Workflow Rules
If there is a scenario where we set up tasks for future dates... 1. Intro email 2. Attempt Call follow up 3. Leave voice message 4. Follow up email. ... and so on.. However, if we connect with the person at stage 2 or 3, is there a way to automatically delete open tasks with one button. Is that something that a macro can do. I know a macro can set up the tasks. Or can a blueprint process delete task?
Automating deal name on conversion
I'm trying to figure out how to automate the deal name when converting a lead to a deal. Right now when I convert a deal it automatically fills in the deal name with the lead last name. I want the format to be 'lead last name' - 'project title.' I tried
Translating the Help Center contact form
Hello On the bottom of the Help Center KB there is a contact form. We're using the (beta) multilingual feature. When switching from our default language (Swedish) to English, there is a word in two places that isn't translated. Can I translate this word
Delay in Promotion Approvals
Hi , Why is there a delay in the approval of the campaigns recently . I had campaign up and its more than 30 mins pending of approvals. Thats an event confirmation and has to be on time.. I face this issues more in the recent times.. Sort it out
Candidate Rating
Hi, I have tried to be very patient with the changes to candidate rating. The way it is now is useless to me. Every time you add a note or make some change to a candidate it asks for another rating which involves numerous clicks to get the job done then it changes the gold star to grayed out. It is a total time waster and very frustrating. I would like to go back to the hot candidate star settings. It was a lot easier to use and look up candidates and needed less clicking so did not waste your time.
Is MarketingHub changing its name?
I notice that this forum has changed from https://help.zoho.com/portal/en/community/zoho-marketinghub to https://help.zoho.com/portal/en/community/zoho-marketing-automation.
Assist very slow to connect to remote PCs
Using Unattended Access. Assist is slow to connect to remote computer and many times will not connect at all.
Content Approval Process
Hi, Any update on content approval process? This is on work for quite some time... Sharing a post in the draft is kind of lost & couldn't track it effeciently. Also kindly bring it to the mobile app. Without a approval workflow, its tough for agencies...
Inventory Products?
Hi Zoho Congrats on creating such an awesome app and keeping us informed of the updates. I was wondering if there were plans to allow one to include a product (or products) from our inventory on the checkout page? Best,
Sign and CRM
Hi, New to Zoho and the community. I am setting up the CRM for out company and I was wondering if there is a way once a contract is signed and completed by both parties, that it updates and populates and fields on the DEAL that the signer may have u
Tip of the week #10 - Automate repetitive tasks with rules
Save time and increase team efficiency by handling repetitive tasks with rules in Zoho TeamInbox. Here are a few cases where you can set up rules for your team: Automate thread delegation. Assign emails with a specific subject line or content to specific
Update/fill fields from form for already existing contact
Hi everyone, in our blog we have different Newsletter forms, each form it's used to download specific PDF but all contacts go to the same List, so: - I created 2 forms (Twitter - Facebook) - In each form I created these fields: - Name - Email - Hidden Field Auto Populated (Name: Twitter ; Value: Twitter | Name: Facebook ; Value: Facebook) - I created 2 segments: - Twitter -> if Twitter field is Twitter - Facebook -> if Facebook field is Facebook The thing is: - In form 1: someone would
Tip of the week 21 - Let subscribers know about your company's terms.
Building a target audience might be right up your alley, but before that, have you taken some time to check if your subscribers are well-informed about your organization? While people subscribe to your newsletters, offers, or any deliverables, it's important for them to know what they're complying to, when they choose your brand. Telling your subscribers about how their data would be processed is an effective way of building a trustable relationship with them. By maintaining a transparent engagement
Where to get Zoho Learn information and Feature Updates?
I am currently preparing a course framework. I need to know what features will be added to Zoho Learn, like customisation options and a timeline for new tools. I can't find this information anywhere here :/ Cheers
Remove my subscription of Zoho services from Auto renew
How can I check if my subscription to the zoho service is set on auto renew. I would like to remove it from auto renew mode
Zoho Writer saves to Zoho Docs by default, can't change to WorkDrive.
I'm on a trial of Zoho One. Zoho Writer's default save location is Zoho Docs despite Zoho Docs not being activated in Zoho One (WorkDrive is). I have to change the save location to WorkDrive via the dropdown selector but if I forget, it saves to Docs
Zoho One is not loading in any of my browsers
Hello, I am experiencing a troubleshoot in my Zoho One account. Currently using Chrome and it does load very very slowly and even not loading at all, neither Zoho CRM, Forms, Sprints... I have tried in other two browsers: Firefox and Safari and delete
Edit email template when previewing
Is it possible to make changes to an email that has been created via a template? For example, I may want to use a template but then add a bespoke paragraph for this particular contact. I would expect to be able to do this during the preview.
Create different contacts with different interest levels
How do I create contacts with different interest levels? Also, how can I set it up such that how frequently the contacts receive emails depends on their interest level? Thanks
Email Preview option - When is this being implemented
Hello, I just wanted to check and see when the option to Preview Email will be implemented? Any general plans on releasing this? To save time, I use merge fields for Prospects Names and Business names. I use them so I don't have to type out or copy
Preview of merged Email(s)
It would be absolutely necessary for me - to preview a merged email after the merge before sending - to check for possible problems. This is possible in almost al merge applications I use like MS-Word, Groupmail... It is extremely embarrasing when
Email Preview option
Why doesn't Zoho have the option to preview emails? I use the Merge Field Value's quite a bit so I don't have to manually type in Lead's names or Business names. If one letter is off by an accident, it throws off the Merge Field Value and I look disingenuous.
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