Report Columns width
Is there any way to control the width of a column in a list report? limit num of chars? Thanks
CUSTOMISE REPORTS LOOK AND FEEL
Hi, Is there a way to customize the report format in terms of giving color code to header line etc.. while exporting it or while sharing it through schedules. Thanks
Client is not able to access Zoho Social
Hi, When we tag the client, the client receives a link on their mail. But when clicked on the same, the link is invalid. Kindly look into this immediately.
I can't change my Email Alias
Blessings, Zoho Team! I tried to change my colleague's Email Alias, but can't seem to change through. There is an U121 error showing up. Any solutions for this? Thank you!
Emails in the same conversation are not grouped together
Hello! I come from Gmail, and I notice that the grouping of emails into the same conversations are only sometimes working. On many cases, they are not grouped at all, even though they are clearly in the same conversation. How does Zoho Email group them,
Email delivery slow
The past couple days I’ve noticed emails are being delivered on a 24-48 hour delay. When they finally arrive they have the correct date stamp but they don’t hit my inbox for a couple days. This has happened with several different senders on different
Can I use the domain alias as From address while replying an email addressed to that domain alias?
If an email was sent to example@domainalias.com I wish to have this example@domainalias.com as From address when I hit reply button, instead of example@primarirydomain.com How could I do this? Does Zoho Mail support this? Thank you
Not receiving Emails on my zoho Mail
Respected Support Teams, I have completed all verification steps for my website Sipotek for getting Brand Email, I have added Add CNAME MX every compulsory data into my Cloudflare account but still i'm not receiving emails on my Zoho Mail. should I wait
MH to CRM integration: Related List?
Hi, I don't seem to find how to do this, hoping someone can guide me. In the same way as 'Campaigns' show up as a Related List on the Leads/Contacts module & showing all campaigns sent to that particular subscriber, I'd like to do the same for MarketingHub
How to approve "Workflow Rules"
I'd like to enable certain employees to create automated Workflow Rules but these MUST be audited and approved by admin before turning them on. Does Zoho have this functionality? Didn't see the option.
Zoho Campaigns Reporting Retention
Hello, I am trying to find out how long email campaign reports will be kept on my account. I know the reports will be deleted if my account goes inactive for 2 year, but other than that what is the policy on keeping reports? [https://help.zoho.com/portal/en/kb/campaigns/faqs/settings/articles/will-my-zoho-campaigns-account-get-deactivated-or-removed]
Community Digest - April 2021
Announcements Webinar Alert: Register for the upcoming Focus Group webinar series on Widgets 101 - learn how to create widgets from scratch Zoho Marketplace houses more than 500+ Zoho CRM plug and play extensions. Here is the list of 29 new CRM extension added,
Customer Portal Page Customization
About the customization of login / signup / password reset pages in Customer Portal. I am trying to reflect the clients brand, but there seems limited options. How to change the styling of the included forms. Eg default light blue colour of titles and buttons? I am confused by this post https://help.zoho.com/portal/en/community/topic/customer-portal-improvement where I see screenshot of highly customized signup page. This is my interface attached. Can I load additional CSS somewhere in the page?
Checklist in Blueprint
Will Zoho Recruit have the checklist option included in the Blueprint's "During" transition like Zoho CRM's Blueprint offers?
Leads: Map Custom Fields. No options appear in drop down menu
When I am mapping the information to convert from leads to account, I am able to map almost all of them. But I want to map Website to convert to website. The problem is that in Accounts there is no options in the drop down menu, it just says none. Can you help me out? Thx.
Fields Will not Map
I am trying to map 2 fields, Skype ID and Twitter, between leads, contacts and potentials. These map fine between leads and contacts, but will not map to potentials. The Skype ID and Twitter options show up in many of the drop down menus in field
No Options Found - Lead Mapping
Hi, I am want to go through the lead mapping process in ZohoCRM. However, for the majority of fields there are no options in the drop down. I have checked to see if the field types are the same etc. What am I missing? James
Map Fields - can't get the field I want in drop down menu
I recently added the field "Lead Source" field to accounts and wanted to map this field with the same field in Leads and opportunities but it does not come up as an option in the drop down menu in the map fields for lead conversion page I only have none,
How can a contact run a function from the portal?
I need a contact to be able to execute a function from the portal. A key part of the function is to open a webpage where the contact will have access to what they need, based on info in CRM. I have tried: Using buttons: buttons don't appear to show up
Zoho Desk
Is there a way for a supervisor in an organization to be notified of every ticket created for staff? I see the cc option. But is there any other way in case the person entering the ticket does not cc the supervisor. I would like to track all ticket requests
Attaching client users to the same account so they will see each others tickets
Hi, Excuse me if there is already an answer to this question, but I couldn't find any help online. Currently, we have already two client users which are attached to the same account, But they don't see each other's tickets. We would like to set it up
When sending large files (Larger than 25MB)
How can I send large file? If I should to pay, how can I pay?
Zoho Desk KB - how to find article ID and category ID
Hello We plan to set up a specific article on some pages of our web app, and set up ASAP so that it opens directly the corresponding article. We found how to do this with javascript (thanks to https://www.zoho.com/desk/developers/asap/index.html ) Opening
Ticket conversation tab doesn't reflect the merged email but ticket history indicates it
Today, we did merge 2 tickets into one but we can't see the merged ticket conversation in the conversation tab. The merge action and the ticket conversation which is being merged is clearly indicated in the ticket history. We did this merge action on
CRMでの更新情報はCard Scannerアプリデータへ自動連携されますか？
Card Scannerアプリで取り込んだZoho CRM 連絡先/見込み客データをCRM側で更新した場合、Card Scannerアプリへ自動で更新情報が反映されますでしょうか？されるとしたら、どのくらいの時間でされますか？
Zoho Process Flow
We have been using Zoho for a few months but would like to improve our process flow. The way we see it, the logical path through the CRM would be: Account - we become aware of or make contact with a new company that might be in need of our products Contacts
Question regarding pricing and credits on Zoho Campaigns
So assume I have 1,00,000 email credits and used 20,000 credits. Then I decided to move to Subscriber based plan, what will happen to my unused 80,000 credits? Also, do credits expire?
year over year widget
Currently there is the ability to generate a widget(s) that will compare sales numbers; today (29th) to yesterday (28th), week 17 vs week 16, 2021 vs 2020. See image: What I am not able to see/figure out is the most common of comparison; what did we
Adding non-editable text to LEADS form
Is there a way to add a non-editable text box to the leads form to put a note (information) about something for the workers to reference when filling out a new lead?
How to have list of dates
I'm wondering how to have a list of dates and times, where they can be entered using calendar display functionality. The purpose is a tracking/logging app.
Custom functions on timer
It would be great to have an additional hour, day, week, month & year timer for running custom functions instead of executing on a particular creation / edit of a document.
How to modify all my leads with the same firm name into contact and stop marketing emailing campain for all of them.
Hi Everyone, We are noobies in Zoho CRM, so perhaps it's very easy to solve : This is my question : We have several leads with the same company name. For each leads we have created a custom Score. For instance, a main target is called " Prospect_prioritaire_1",
How to Associate Records to Owners during import
I'd like to understand how to associate record owners to specific records during record import. Right now, I'm trying to import and its defaulting all record ownership to me. Situation - We have users already uploaded in Zoho - I have a .csv with record
javax.mail.AuthenticationFailedException: 535 Authentication Failed when Sending Mail through Java Code
Hi All, I don't know why I'm facing the above issue: Please help. 2019-03-27T14:39:47.413256+00:00 app[web.1]: 535 Authentication Failed 2019-03-27T14:39:47.413628+00:00 app[web.1]: javax.mail.AuthenticationFailedException: 535 Authentication Failed 2019-03-27T14:39:47.413632+00:00 app[web.1]: 2019-03-27T14:39:47.413773+00:00 app[web.1]: at com.sun.mail.smtp.SMTPTransport$Authenticator.authenticate(SMTPTransport.java:965) 2019-03-27T14:39:47.413847+00:00 app[web.1]: at com.sun.mail.smtp.SMTPTransport.authenticate(SMTPTransport.java:876)
Bank Holidays
How do we add Bank holidays in to Zoho People, so the days are automatically added and don't deduct holiday from individuals?
Rolling out the 'UNDO-REDO' buttons, the most awaited feature in template editor
Hello everyone, Hope you're all staying well and happy! We, at Zoho Campaigns, have been making a lot of critical improvements to our product, and the 'UNDO' and 'REDO' option in our campaign template editor is one of the much awaited options. The template
How do I import accounts with multiple contacts?
I have multiple contacts under one account, sometimes 10 contacts per account. I cannot figure out how to import these. Every time I import the contacts, it shows up with 10 accounts of the same name but different contacts. How do I sett up the Excel
Records insert POST with Guzzle returns 200 with no response
The getToken() function works fine. I have no problems to get a repsonse for '/crm/v2.1/settings/fields' Following some snippets form my workflow for the POST Record use GuzzleHttp\Client; $options = [ 'headers' => [ 'Authorization'
Cannot sync Zoho Analytics database
When I'm trying to create a sync with a Zoho Analytics Database, the "Database name" dropdown list is empty. I have checked into the account details, and the ZSC key is set to "oauth". I supposed this value isn't right, but I cannot find any ZSC in Zoho
What are Form limitations?
Our company uses many online self-assessment forms. 1. Can the forms be used online? assuming yes - 2. Are there are my Field/Cell/Character/Page/rules, or like, limitations so we know if we can work with the form and if yes, how to navigate accordingly.
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