Automation Trigger in Chat not working
We have set a automation intelligent trigger for our chat that pops up the chat window if it is the first time a user vists our site (Lands or our site + Number of visits < 2) . This works fine for most visitors, but we have noticed that for some visitors the Trigger keeps on getting executed even after several visits. Is there a setting in the browser, a cookie or something else that prevents the trigger from working correctly?
Maintain email domain when changing account
Hello, first of all I apologize, I do not speak English very well and I'm using a translator. Well, this is the situation: A company wants to change hosting from zohomail to outlook. They are paying for a corporate account in zoho and they created a domain
Zoho Projects "Budget amount" = Zoho CRM Deal "Amount"
We use Zoho CRM and have Zoho Projects integrated. When converting a Deal to a Project by clicking "New Project", we'd like the "Budget amount" field to be populated with the Deal "Amount" value? For example, Deal amount = £100,000 and so the "Budget
What's new: introducing unified language and region controls in Writer
We're giving locale settings in Writer a handy revamp aimed at creating a simpler experience while working with multiple languages and regions in Writer. Here's everything that's new or updated: 1. New shortcuts to set defaults For starters, we're adding
zoho.crm.getRecordById("Products", productId.toLong()); sending status failure message
Hi, I am using custom updateCommissions function to grab the Quote details using workflow when the deal is updated. This works successfully following code from Calculate commissions from quote where I am using getRecordById to fetch the Quote record.
Outgoing emails blocked (Reason: 554 5.1.8)
Hello, I need help. When I logged in and tried to send an email, I am getting this notification. Not sure what happened. Please help.
Unwanted ownership assignment emails being sent (they weren't before)
I work at a small company (just me and my boss), and in the last few days my boss has reported that he has started getting ownership assignment emails related to new leads I am entering. I thought perhaps I made a data entry mistake at first. However,
Erro ao cadastrar 2 contas Zoho Mail no APP do PC Windows
Olá, não consigo cadastrar uma segunda conta Zoho Mail no APP para PC - Windows. No entanto funciona corretamente para o AAP no Android. Segui como orientações para add conta, configuração de POP3, dados de entrada e saída disponíveis no site do Zoho,
Customizing a Radio Field with CSS
Hey, I am attempting to use the CSS in the Notes Field trick to load some styles on the Load of a Creator Form. I have already got a background image and a few other things to work on Creator Pages. Is there a way to load a style for a single field and
How do zoho subscription works
my zoho account have been created since 2013 which i was able to be part of the user with 25license user for free plus i also have 10 additional users i earned from people i reffered back then making 35 free user license to use for free. but my problem
Placeholder for user that send the recent response
We currently use Workflows with Email Templates to automatically send out an email to a team when a customer sends a response to an issue. The template uses the '${Cases.Recent Thread Content}' placeholder to get the content that was sent but we are also
New: A faster, better mobile app for event organizers on the go
Event management is one of those jobs where people are never in one place, be it before an event or during it. We built the Zoho Backstage for Organizers mobile app as a companion to the web app so event organizers can stay on top of their event, wherever
Zoho Sheet redirected to "Zoho WorkDrive - Create Team" dialog, now I'm signed up for something I never agreed to
A short while ago I tried to open one of my spreadsheets via the web on a Windows PC, and I couldn't. No matter which of my bookmarks I clicked, the spreadsheet wouldn't load and instead a prompt appeared asking me to choose a team name. I don't mind
ZohoDesk Javascript Errors
Hello Our agent help desk seems to be having an issue. We are receiving the following error in the console: Uncaught SyntaxError: Unexpected end of JSON input at JSON.parse (<anonymous>) at Object.handleHttpResponse (d17nz991552y2g.cloudfront.net/app/js/Gamification.335afbb71a4a9d91d2f0.js:1)
Invoice - Discount vs Adjustment
Hi, Just started using Zoho Books in the UK. When we offer a discount we can't decide whether to add it as an adjustment at the end of the invoice, or add the discount to each product line? Any tips? Mark
uploading CSV for multi-select field
Hi. I have a multi select field in my leads. How do I format this in the corresponding column in CSV file when I want to upload large list of leads?
Open Url questions in creator
I have been using Zoho creator for about a year and am extremely pleased with the value your deliver and the unique niche you serve. I am able to inexpensively collect data online without breaking the bank on web design and construction. I would like
FEATURE REQUEST- Batch Reminder&Recurrence
Hello, I'm a new PREMIUM user, because I wanted to make use of the reminder. I noticed that I must set the reminder for each indivual step of my tasklist template. SUGGESTION: use the "select all" feature that opens whenever a checkbox is selected and add a batch Reminder & Recurrence option. (as per example image attached). I understand that the R & R function can only work when a due date is configured. So, in the case of a "select all" and attempted batch R & R, you could have a message that
Save newsletter as PDF
I would like to save each of our email campaigns as a PDF file. Is this possible? Thanks.
Différence between Zoho Meeting and Zoho Showtime
Hello I am bit confused in the fact that the 2 apps are designed to make webinars. How shall we use both of Zoho Meeting (called also Zoho webinar in some documentation) and Zoho Show time that does perfectly the job of webinars. Cheers Thomas
Tip of the week #8 - Build a transparent workspace for your team
Transparency is important for a team's productivity, but, how easy are we making this transparency for our teams? Do you follow long, tedious, confusing processes to keep team members always updated about the team emails and tasks? Then shared inboxes
Zoho Sign does not recognize zdoc extension
Zoho Sign does not recognize zdoc extension.
Email Multiple Invoices Simultaneously To A Customer
I often have customers request copies of mulitple invoices. Is it possible to send multiple invoices at once in one email?
spanish invoice needs summary for each tax type
Hi, in spain, by law, if an invoice contains several tax types (for example 10% for food, 21% for transport), we need in the bottom/footer of the invoice a summary of the totals for each tax type like this: IVA base imponible IVA 10% 50,00 € 5,00 € 21% 100,00 € 21,00 € There can be for example 5 food products in the invoice, each with 20,00 €, and food has 10% of TAX. And one transport for 50,00 €
Invalid value passed for label
I get the error message "Invalid value passed for label" when just creating a simple Estimate. I can't seem to figure out what is causing this. It certainly would be nice with there was some guidance as to what was actually wrong. This is very, very frustrating. Please help.
would like to upgrade to MailLite
I have two email accounts for my domain, which I woulld like to upgrade to MailLite. I have an error showing as below when upgrading: "Please purchase at least 3 user licenses to match active users in your organisation." President and enquiries are the
Want to create my zoho mail
Hi! I created my blog through Zoho. One of my friend tell me that zoho support to create email through domain for your business. They had free account option I tried and given the detail phone number email, other stuff. Then I want to create my business
Zoho Desk down for anybody else?
Mid-morning, we started getting a "400 Bad Request" error when we visit our help desk. Checked our DNS records, that's setup correctly still, nothing changed there. Tried opening a ticket with Zoho with "Emergency" status but never even got an acknowledgement
Image field in Zoho CRM products
Is there any way I can put or link an image to Zoho Crm products???
Unable to get Zoho Desk to trigger Aha Idea Creation
This is specific to Aha IDEA ceation (Not Feature). I have setup the Zoho Flow from Desk upon update of Status however no matter how I set it up and test there are no results. Has anyone successfully setup an integration between Zoho Desk and Aha Ideas?
Login with Password
Hello Everyone, I created few user for my organisation with a default password for their first time login. However, when the users try to login for the first time, the login page asks for an OTP sent to the mail box to which the user is try to log in.
KPI Dashboard: Most Active Day of the Week
I have a dashboard widget showing the most active day of the week. Problem is, I want the full day spelled out and not just the abbreviated day (Mon, Tues, etc). Within the KPI Widget Editor Settings, I am using the following: ${Date}.LABEL What syntax
Exporting Tasks from Multiple Projects
It appears in Projects you can only export Tasks one project at a time. Is there anyway to export all active projects in one step? Would be extremely helpful.
HIPPA Compliance
Hello, our company is very interested in switching from SalesForce to Zoho CRM. However, a major requirement is data security and Zoho CRM needs to be in compliance with the US Health Insurance Portability and Accountability Act. Can you help me learn
Zoho mail not receiving
I can send email. But not receiving... Gmail set alias not working because the code isn't receiving...
Yeah! Can Assign Task to Team! Booooo! Can't then Bulk Assign to User
I know myself and many others have been asking for a way to assign task(s) to a Team or group rather than to an individual. It seems like this functionality has recently arrived without much fanfare. But, my Design team who's been waiting specifically
Zoho CRM template editor deletes part of the code
Hi, Since a few weeks I have a problem with template editor for Zoho CRM, for all the modules. While uploading a template with HTML code, the editor deletes constantly one part of the code, which is <map name="image-map">, so the template doesn't work
Introducing Business Holidays and other enhancements in holidays
Hello everyone, In Holidays, you can create holiday lists for the org or for individual shifts. Shift holidays are helpful when you have multiple teams working at different time zones (For example: UK, Europe, US shifts) and thus require to follow the
attachment error on specific machines
attached files do not show progress, and instead shows this error in console what can I do to solve this issue if its related to my hardware? note that I re-installed my windows system thinking that the issue is related to my system files, and I re-scanned
Integração ZOHO SALES IQ com ZOHO RECRUIT
É possível realizar a integração do ZOHO SALESIQ com o ZOHO RECRUIT? Como posso fazer para criar uma subdivisão para o chat: quando for candidatos direcionar para o ZOHO RECRUIT ou para uma página de cadastro do nosso site e quando para empresas direcionar
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