sending mail via crm fails since today
Hi, since today we have severe problems on sending emails directly via CRM. We all have our google Mail account connected. None of our five accounts could send mails. So we had to send the mails from google directly. As I wanted to make a screenshot right
Why is the desk/crm integration so weak?
Hi Why is the ZOHO DESK integration with CRM so weak? It's hardly an integration except for the fact that clients are synced between both. Let's assume this scenario, I run a company that provides web hosting services. I have the services I provide to
Invite Without Sending Email
Hello, I am trying to invite some people to a Cliq with a district-managed email. This means they cannot receive emails from outside the domain. They cannot join without accepting the request through email. Is there a way I can invite them or they can
Domain Verification - after renewal my domain
Hi Gents, I renewed my domain name and now I have to verify again my domain (which is in godaddy) but I can't find my verification code.. so please can you help me with this? Thank you in advide
Potentials/Opportunities/Deals
I am fairly new to Zoho CRM and am confused by the Potentials tab. First of all, the terminology seems to use three different words to reference this tab - Potentials, Opportunities and Deals. Are they all the same? I saw a help feature that says Potentials
"Wrap Behind Text" not working
I'll assume this either used to work or works under some circumstances. For me it isn't working. I've tried creating a letterhead at the top of the document in Writer by inserting an image. I then set the Wrapping to "Behind Text" and voila! It shows in front of the text instead of behind it.
Max number of syncs
I have some Zoho Analytics data sheet I want to sync with Zoho Marketing Hub. Is there a limit of sync per days / weeks / months?
Cannot delete organization
I am trying to close out my zoho account. I have done the following: 1. deleted all the users. 2. deleted the domain The last step is to delete the organization. I click the delete button and it asks for my password which I put in. But after doing so
Creating validation rules for user input fields and calculations
Hello all! I hope this message finds you well and that someone has come to a solution for this. In one of our custom modules, there is a section in which the user needs to input the payment plan for a service. I need to create a workflow/validation rule
App Spotlight: Squaretalk Axiom
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Squaretalk Axiom The ultimate in flexibility and ease of integration, Axiom's cloud contact center gives agents the tools they need to
Changed project budget
By The Grace of G-d. Hi, I Have a project that was budgeted based on hourly rate. Now, the rate has changed. Houw would you suggest to update the rate from now on without changing the already billed hours rate?
CRM - Astuce #6 : Organiser ses remarques
Bonjour à tous, Aujourd'hui nous allons voir comment organisez vos remarques dans votre CRM Zoho selon vos préférences. Les remarques font partie intégrante des informations contacts et jouent un rôle essentiel dans votre utilisation de Zoho CRM. Vous
Community Digest - Résumé d'avril 2021
Bonjour à tous, Un nouveau mois se termine au sein de la communauté Zoho France. Faisons le point sur cette période. Dans la série Trucs & Astuces, de nombreux sujets ont étés abordés ! Zoho One : Comment redéfinir sa stratégie de marketing digital ?
Microsoft Word Mail Merge Issue
Hello everyone! For the past two weeks, our mail merge templates saved on Zoho CRM are not working with the Microsoft Word CRM Plugin. Every time we try to do a merge, it pulls the wrong data fields. Instead of account_name, it pulls title. Instead of
OneAuth App Notification Badge will Not Disappear
On my Iphone OneAuth notification badge will not disappear despite me opening the app and going through all app windows.
Why are you discriminating against small businesses?
Hi, I've subscribed to Zoho One twice now, last time I only stayed for a month due extremely poor levels of support (one issue took over a month to resolve, even though it was a 5 minute job [at most]). I am also rather stunned in regard to some of the
Cannot capture data in form, I already fixed this.
error Error details: Error in executing On Add - On Success script Usage Limit Reached Line:(1)
User confirmation URL in leads email notification
Hi, I would like to include a url in the email notification to a lead to avoid that our emails go to SPAM Is there an easy way to do so in ZOHO CRM? Thanks ina dvance
Is there any edit option available?
Hey support team, I have created a brand domain name Website Email address but the main mistake i did is that I created a email with Admin name like author@lithiumbatterychina.com, But the company need an email, that starts with the word admin is it any
Reactivate email address
Hi!
How to validate an email that was active, but no longer, for use in the Zoho Campaigns tool?
I want to re-enable this email address that is highlighted in the attached image
Thanks!
Deleting all entries in other forms with references to the given form entry when deleted
Hello! I was wondering if there was a way to get a reference to the asset you are deleting in a workflow. I am currently setting up a system that has an "Asset" Form, and I want to make sure that when an asset is deleted it deletes all entries in various
ZOHO One new user: Email address is already used
Hello, I am trying to add david "at" rockrobotic ".com" as a new user to my Zoho One - "Email address is already used" I have checked with the email address and David is not currently a user of zoho. Can you help remove his email from any other organization
Folder Sharing - how to unshare
How can we revoke sharing a folder? There is nothing in Help about it.
Zoho Finance Limitations 2.0 #7: Can't attach any Zoho Workdrive files when emailing Zoho Finance records
Within the CRM you can send a quote to a contact and attach a document, brochure, etc... from your linked Zoho WorkDrive account which works great. Once you move to Zoho Finance this is not possible. You can only attach documents from your computer. Workaround: Have
Zoho Finance Limitations 2.0 #6: Can't email a Zoho Finance record to a person unless they are a contact on the account
Want to email an estimate to a contact not listed on the account? Tough... you can't!! You have to download the PDF and send from your email client. Workaround: Send to the primary contact and just cc the other person. ======== Perspective: using Zoho
[Solved] Unfair price increase ? I feel like trapped
Edit : I'm sorry for the misunderstanding. The fact is there's no price increasing. Hello everybody, I'm quite disappointed about the price change scheduled. Not just because the service cost will increase. It would be okay to pay more for a very more
Zoho Mail & Workplace / Adding a Mail Only User
Hi there, I setup Zoho One and I now need another inbox for my customer service email. How do I add a mail only inbox? The $1 one? Thanks,
Zoho Connect - Assigning 1 Task to multiple users
I see we have the ability to assign a task to multiple users. Currently if one of the people assigned to the task marks it complete, the whole task is completed. Is there a way instead to assign a single task to multiple people and it can show me that 1 of 6 have completed the tasks? Essentially I want to create a group task and assign to multiple people who can each individually check off if they've completed the task or not. And from my perspective, I can see how many people completed the task.
Email from hootsuite account got to spam and latter disappear.
I got a 2 step verification from hootsuite, it got to spam, so I select mark as not spam, the message just disappear, couldn't find it anywhere, I generate a new verification email (multiple times) and never arrived, not in inbox or spam. Now I can't
APAC Online Workshops - Plan, Collaborate, And Execute Projects Efficiently
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next
Mandatory Read
Is it possible to have a mandatory read button which will give The ability to flag specific content as ‘Mandatory Read’ and request that users confirm when they have read it, means you can keep a full record of who has read key content such as fire and health and safety regulations, and issue reminders where appropriate. plus this would also give a report of those who have read and who have not read the article/post along with the ability to remind the user to read the mandatory read post.
Any plans for a Zoho version of Google Alerts?
Any plans for a Zoho version of Google Alerts?
help error Temporarily unable to process your email. Please try again later.
error Temporarily unable to process your email. Please try again later.
How can I subscribe a new email to a list using the API?
Hi, I'm trying to subscribe a website user to a list using the API, but is there any example or guide on how to do this? All documentation I can find seems outdated or overly complex ( I really hope I don't have to retrieve an oauth2 accesstoken every
I'm not receiving "email opened" notifications
I know my emails have been opened and when I send out a mass email I click that I want to know when email has been opened, but I'm not receiving any notifications whatsoever. Any suggestions?
How do I access the Archive?
I sent some emails to the Archive folder. How can I access them now?
Force unique values on same form?
Is it possible to force unique values on the same form before it can be submitted? For example: I have a form with two number fields. These fields can not be the same value. I've put it in the "Instructions" but it is often ignored and the form is being
zoho.crm.convertLead does not save custom fields data on Deal
dealMap = Map(); dealMap.put("Deal_Name", lead.get("Company")) dealMap.put("My_Custom_Field",ifnull(lead.get("My_Custom_Field"),"")); convert = zoho.crm.convertLead(leadId, {"Deals":dealMap}); I would expect the above code to copy My_Custom_Field (or
create thread API
Hello, I couldn't seem to find a way to create thread I only found the ability to reply on the behalf of the assignee (the zoho desk support agent) I have a small chat system and I need to be able to open threads as the customer. is it possible?
Workflow matching condition of triggered lead
I'm hoping to save myself some time. When I update certain fields of a lead I'd like to also update the same field of leads that have the same Company and Location. For example: The lead has responded to an email stating their company does not have
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