Price list functionality is available in Professional plan?
I am currently in starter plan. I am looking to add differential pricing based on the Geography of the customer. Please clarify the below points: Can differential pricing based on the Geography be enabled using Price List functionality? If yes, is the
INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.0.0
Good afternoon. This error is occurring when sending mail. I have reviewed the MX and everything seems fine. I made a mail sending from a personal account to the same recipient, and however no error is presented, I did this to rule out that the recipient has a problem with his server. I'll be grateful if you can help me solve it or tell me what I can do to solve it ----------------------------------- This message was created automatically by mail delivery software. A message that you sent could
Changing order in charts
Hi, can anybody advise on how to change the order of components on Funnel chart..? I play with Stage Probabilty Mapping in Customisation > Modules > Potentials but it doesn't work. (The chart is Potentials Pipeline - Stages) Thanks in advance!
Como puedo hacer que se active el Blueprint automáticamente con una acción del workflow de Zoho Campaigns?
Muy Buenos días a todos, me pongo en contacto con ustedes porque llevo un tiempo con el m ismo problema, he creado un workflow en Zoho Campaigns que su final de programa es cambiarme el campo titulo por interesado y, Blueprint que tengo se inicializa
Can't stop time tracker on zoho project mobile
Hello, We have a major issue with the mobile app version of Zoho project. We are simply unable to stop the time tracker for some task. All my employees have the same issue. When we tap on the stop button, a message appear and nothing more happen : (It
Integration between Inventory and CRM won't give an accurate report
I am currently working with Zoho Support but I am finding the process to be a bit slow considering I need this to run as smoothly as possible. I am hoping someone here has an idea. My original problem was a 5 day gap of PO's in the report through CRM.
Leads generation automation tools/problems
Hi! I've been struggling to fully automate the leads generation process from Facebook Leads Ads. As far as I know, it is possible to push all the generated leads from Facebook forms into Zoho CRM using Zoho Social integration. However the problem I am
How may I copy events?
How may I copy events within my Zoho Calendar from one day etc to another? Thanks, Bob.
Projects: How to set margins in Templates
I'm creating new templates for estimates in ZohoProjects, but can't figure out where to set the margins. Figured everything else out.
Please Fix Tasks/Events Area
I like the improvements on the new calendar but I had hoped it would be addressing the screenshot issue below. Please fix the task/all-day event area so users can see more than 3 tasks on the calendar at a time. Being able to see all my tasks and all-day
Bulk API for an automated Backup
I'm trying to make a recurrent call trough API to keep the backups files but can't save the file. Today I know that only the main file is available trough API Call, the attached files can't be downloaded. So far I managed to create the backup, check the
Integration with Xink
Hello, We use a tool called Xink, that allow us to add dynamic banners to promote our latest news, blog posts or future events in our employee emails. This is working very well, and it prevent us from using zoho emails. I'd like to use Zoho emails, but
Product Detail Page Not Visible
Hi! I am creating an e store on zoho commerce. It is not published yet. I have added some products on the store. They are visible on the homepage. But when i preview the website and click on any of the products on the homepage it is supposed to take me
Adding Zoho Sheet to CRM module (attachment)
Hello, I would like to solve the following via a Zoho Flow: Trigger If Update CRM Module Then 1. copy an existing Zoho Sheets file to a folder as copy 2. rename the file in the new folder 3. add this file as an attachment in the linked CRM module Everything
Add Total Fields to Grand Total Formula in Qoutes
By The Grace of G-D. Hi, Is there a way to add custom fields to the grand total formula in Qoutes's subform?
RTL Alignment and built-in Module names translations in Zoho CRM App
By The Grace Of G-D. Hi, 1. Are you planning on adding RTL support to Zoho CRM Mobile app? 2. When using the CRM in Hebrew, the built-in Module names are not translated automatically to Hebrew (As they are in the Desktop version). Is it only in Hebrew
Zoho Desk Community Digest - February 2021
Product Enhancements The Activities module now has an option to manually mark individual tasks, calls, and events as spam. The spam marking also automatically happens when an associated ticket, contact or both entities are marked as spam either manually
Login history is not working?
Is Login History only for premium accounts? None of my accounts have any data in the Login History area of the control panel.
Restrict Happiness Ratings to be used only for the final user
Hi, We have a Help Desk deployed in Zoho Desk and we recently noticed that agents are using Happiness Ratings options to rate the service delivered for any ticket. This should not be happening, and specifically, the idea is that only the user who opened
Task Workflow Rules
Workflow rules are used for triggering an action when a specific criteria is met. In Zoho Projects, you can create a criteria and perform three actions, updating a field, association a webhook and sending an email. For instance consider a scenario where
Imports not available under Data Administration menu in Projects
Is there a bug or some maintenance happening today? I need to import a project and no longer see Imports under Data Administration, or anywhere else for that matter. I logged a ticket but I need to get this import done sooner than later so hoping someone
Project Documents "Discussion" Folder?
Hi, What is the purpose of the "Discussion" folder under Documents? It seems to be created automatically and it can't be renamed or deleted. I don't understand the purposes of this, and it would be nice to be able to delete it. Thanks.
The month that was at Zoho Workplace | April 2021
Dear community, This post brings you some interesting Workplace updates that saw the light of day the past month. Hope you find them useful! Hit that snooze We don't want to get crowded by less important emails, and at the same we don't want to risk missing
Customization of Fields
We are using Zoho Recruit to track the process for our candidates for our training academy. It would be great if we could modify the naming conventions. For example, in the interview module, it would be great to change the statuses from "hired, strong
Zoho CRM Integration with Projects when No CRM Account Exists
We have a need to integrate Zoho CRM with Projects in order to begin using Projects in replacement of another Excel spreadsheet based tool for tracking projects and communicating with clients. The challenge we are experiencing is B2C (business to consumer).
Customers "Tax Treatment"
There is no Non-GCC option in the Tax Treatment in customer's profile. There are two organizations registered in our Zoho books. In company 2, the option "Non-GCC" is there. But in company 1 (default company), there is no Non-GCC (only VAT registered,
Help visitors address their own queries effectively with Articles in SalesIQ
What are Articles? Articles in SalesIQ are a collection of self-service materials that you can draft inside your SalesIQ dashboard and display in the chat window or share with customers during a live conversation. Articles help you add all the questions
"Last Activity Date" field should not be updating when fields are edited
Idea: Last Activity Date currently changes whenever a record is touched in any way (including field updates). My idea is that it should only be driven by Activities (i.e. latest due date of a closed Activity and/or Lead/Deals). Updates to fields should
How to integrate POP gmail accounts with CRM and only store customer/sales related mail in CRM
We are a small business and would like to store all incoming and outgoing mail with leads and customers in CRM. Each employee has their own personalized gmail account (we do not use sales@company.com f.e.). But because we all have a lot mail that is not
Cliq for community engagement
Greetings! Facebook offers "community engagement" via groups and other pages, but it also can draw their attention away from the community you are building. So what I wanted to do was to use cliq as a hub for the community even though they are not cliq
Autoreply to visitor when noone picks up the chat
Hi all, i have a simple question that I can't resolve myself: We're using a couple of triggered chat messages on our website to address visitors. Our sales reps are quite busy and miss out on many visitors' answers or answer too late. So the visitors
Approver based on Department?
Is there a way to set forms approvers based on department or based on selection of form field?
Classification field in Transactions - what is it for?
Hi there, I see there is a "Classification" field in Expenses. But I cannot filter Reports of Transaction List Views based on that field - so what is it for or how can it be used for any real benefit when filtering/classifying transactions? Many thanks
Add webhook without www
Hi, I want to register webhook url which doesn't have prefix "www". The url is as below https://staging.lithan.com But the current form is not accepting this kind of url. Please help.
On success script subform
Hello, anyone could explain me why On success script works only if I edit a form directly, but noi if I edit record in parent form that cointain subform. Thanks
Default sort for Activity Related Lists
Currently, the default sort order for Activities on Related Lists (Activities under Accounts, Leads, Contacts, Potentials) is by Created Date. I don't believe this is helpful. I propose that the related lists for Open Activities be sorted by the earliest due date first (ascending) and Closed Activities sorted by most recent due date first (descending). I understand that sorting by due date is currently available, but since this is not by default and must be done manually, the probability of an Activity
Introducing Bybrand, Leaflet, Ship Station and 5 more extensions for Zoho CRM
Zoho Marketplace offers 500+ Zoho CRM plug-and-play extensions. We released Bybrand along with 7 other extensions for Zoho CRM in April 2021. Get more from your Zoho CRM with extensions from Zoho Marketplace. CallerDesk for Zoho (For Zoho CRM, Zoho Recruit,
Password Requests from Third Parties
Hi, Is there any way to request a password from a third party (i.e. somebody that doesn't use Vault)? Ed
Lead capture form question
Hello, I want to do the following but not sure if I can do this in Zoho Mail: (1) Initiate page popup offering "Latest Report 2021" and capturing their email address and name in return for the report (2) On popup form submission we show a thank you message:
how connect zoho with Gmail?
Hey everyone, Hope you're doing well. i want to connect my gmail account with zoho to handle email automatically. Each day, I receive an email in bulk about https://apkarc.com/netflix-mod-apk/ and I must send in bulk as well. Kindly, tell me. Thank you
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