Zoho Mail Night mode turns itself back on
Zoho Mail desktop client night mode turns back on when restarting the client. This happens whether or not the Auto Sync option is on or off, and even if the web client in the browser is not in night mode, the client still turns Night mode back on. The
Zoho Projects Freshbooks hours export
Hi, I am trying to find how to export time logs from zoho projects into a freshbooks project when a projects user adds a new time log. has anyone been able to do this?
見込客に関連付けられたカスタムタブを、連絡先、取引先および商談にコンバート後に関連付けすることはできるのか？
見込客の段階から管理したい事柄があり、見込客にカスタムフィールドを追加するのではなく、別途カスタムタブを作成し関連付けします。 見込客とカスタムタブの関係は、１対多です。 この関連付けを行うときには、カスタムタブ側にルックアップフィールドを作成して、見込客を関連付けることかと思います。 見込客は、具体的に商談化されるときに、連絡先、取引先または商談にコンバートすることができるでしょう。 このコンバート時に、カスタムタブの関連も同時に、連絡先または取引先に関連付けを自動で行うためにはどうすればよいでしょうか？ コンバート後もこのカスタムオブジェクトを使用するイメージです。 複数のタブに関連付けする、連絡先または取引先に関連付けするようなフィールドは特別なフィールドかと思います。 デベロッパーエディションでルックアップフィールドを作成してみようと思いましたが、見込客、連絡先または取引先のいずれか１つを固定して関連付けはできますが、見込客、連絡先または取引先の３つの中から任意の１つを選ぶような特別なルックアップは選べないようでした。 なにかカスタマイズする方法は存在するのでしょうか？
Find Duplicates in contact/accounts/leads
I can't figure out an easy way to delete duplicates. Is there a parameter in reports or elsewhere that i can sort by similar/same info?
Boolean Formula to be Checkbox
It would be nice if the boolean formula was in the form of a checkbox (or at least to have the option) rather than to just have it say "true" or "false".
Calendar white font
Can the font colour be changed on the Calendar at all? Quite frankly, I can barely read the white text on a rather pale colour background,. It would be much more practical if the font was black.
First Working Day of the Week in Australia
Is there a way to change the default First Day of Week in Zoho Creator? Currently it defaults to Sunday but in Australia it is a Monday. This is going to be a huge problem if there is no way to change this for Australian customers dealing with Factory
Zoho Recruit - how to trigger notification email when a candidate note is added or edited
I saw a similar question from number of years ago (7) without much of a solution or answer. Hoping things have changed since then. Here is what I am trying to do: I want to create an automation (ie Zapier most likely) that will post an update to a Slack
MarketingHub Webinar - Using Web Assistant - 4/23 1PM EST
Hi Everyone FBurgCRM will be doing a free webinar on how to leverage Zoho MarketingHubs Web Assistant features on April 23rd, @ 1PM EST. These are some of the features that separate MarketingHub from zCampaigns. This is a little behavioral marketing using
How to automate report generation and email?
I would like to have a sales tax liability report run the 1st of every month and emailed to me. (I would also like this report to have a total amount for each column, not just the total sales tax collected, but apparently that's not possible.....)
Retainer Invoices NOT treated as a Receivable
When I issue a Retainer Invoice to a customer, it is an amount I expect to be paid and when not yet paid it is therefore a Receivable. Zoho Invoice does not treat Retainer Invoices as a Receivable and does not include them within Receivables on the Dashboard. This behaviour is fundamentally wrong. When chatting with support, the explained the systems behaviour as to why they do not treat a Retainer Invoice as a Receivable because if I issue an Invoice and then use the Retainer balance to pay this
Invoice rounding after tax - round to .x0 or .x5 possible?
Hi there, Is it possible to round the calculated amount on the invoices to steps of .05, .10, .15, .20, .25, etc? Example: Amount = 102.25 Tax = 8.2% Amount = 102.25 * 1.082 = 110.6345 Amount to be shown on the invoice = 110.65 Can that be done? Problem is that in my country, the smallest coin of the currency (Swiss Francs) is 5 Rappen. 1 Swiss Franc has 100 Rappen. So all amounts are rounded to a multiple of 5 Rappen. Thanks Dan
Differents rates per profile - Consulting company
Hi, I would like to be able to set up rate per profiles for a consulting company: - junior - medior - senior The rates are project specific. How may I do that? Would you have a link to the documentation? --> Rate per Task is not an option, as different
Sort Column chart X Axis
I have a chart where the X axis is Months. How do I sort it so it is in the proper order?
Gmail Synchronization with Contacts in Bigin
Hi We have just implemented Bigin and started adding users, we love the look of the product but we may have hit a major problem that will derail our usage if not resolved. The site says that Bigin integrates with gmail but this is not really correct,
How to connect WhatsApp or facebook to Zoho Inbox?
You advertise I can connetc WhatsApp and Facebook to Shared Inbox. I do not see such option.
Printer
Is there any way your app supports the dot matrix printer?
Browser can’t establish a secure connection to the server
For about two week, my website have been experiencing some issues loading. I have Jetpack install so, I get an email every time the website goes down which happen very often during the day. Sometimes I get the following error from JetPack “Error reference:
I didn't receive any OTP sent to my mobile number
Hello, My administrator account has OTP enabled. The last time I try to login, Zoho asked for the OTP code, but I never received it. What should I do? Best regards, Fedry
Can pricing option be hidden from staffs and managers
I sit possible, not to display the price in Zoho bookings to staff and managers
Please unblock my email account
Hi, My email account (ugo@therestartproject.org) was blocked because of reaching my 5Gb quota. I have since deleted lots of emails, and I can see on control panel that I'm now using 72% of my allowed space, but I still can't unblock the account. When I try from control panel I get the following message: "Operation permitted for paid user(s) only", which must be a mistake/bug. Please unblock the account as soon as possible. Thanks
ANY ATTACHMENT UNABLE TO OPEN AND ANY DOCUMENTS CANT UPLOAD
ANY ATTACHMENT UNABLE TO OPEN AND ANY DOCUMENTS CAN'T UPLOAD
Emails forwarded to Zoho Mail greylisted
Getting greylisting bouncebacks when forwarding from xx@pl.net to a zoho mail email address. Started happening a few days ago. Worked fine for a month. The mail system <xx@highrollers.nz> (expanded from <xx@pl.net>): host mx2.zoho.com[204.141.33.55] said: 451 4.7.1 Greylisted, try again after some time (in reply to RCPT TO command) Tried whitelisting pl.net domain. SPF and DKIM failures are accepted if that's relevant. The issue has been occurring for 4 days now.
No emails from Jagex/Runescape
Anyone else having this issue, emails from Jagex/Runescape won't come through, trying to change password/email address but the emails just don't come through from them. Everything else seems fine. They send to my non Zoho addresses though.
No possibility to work with ZOHO atm
For 3 years now we have been using Zoho CRM as a company, for a long time we were always very satisfied with the functionality and stability with which we could use Zoho. But since about 1 1/2 months working with Zoho is an absolute disaster. Tabs and
How to migrate from Zoho CRM API v1 to v2- Guidelines
Hi Everyone, We've noticed a surge in discussions and questions to our support that concern APIs and migrating from the soon-to-be obsolete version to the latest. Those of you who have already got this covered, great! This post is for the uninitiated and helps identify whether your account has an active API usage and if you have to migrate to the latest version. I'm sure many of you must have come across one of these banners in your CRM. As this is an important update, If you are not the CRM administrator,
"Complex" signatures are not saving
Hi, I tried both in the Control Panel and in Zoho Mail, creating signatures with more than a line but it does not save them. I created signatures by adding an horizontal line, two paragraph or a small pic of my logo, but none of them save correctly. It
Send automatically email when invoice is matched with bank payment
Hi, is it possible that the confirmation email with paid invoice PDF is sent automatically to the customer (contact) when the invoice is matched with the bank transaction? These are manually added bank transactions imported to Zoho Books importing bank
Labeling in a bar chart
Hi all, I created a bar chart from data from different columns in a table. But the output is that such the actual bars are not labelled and instead it's all listed in a legend. Is it possible to lable the individual bars in the chart (rather than showing
Wochenbeginn für Analytiks
Hallo Zusammen, ich bin relativ neu bei Zoho. Bin gerade dran an meinen ersten Analytiks. Klappt auch ganz gut aber habe folgendes Problem : Es ist Sonntag heute und ich möchte gerne sehen, wie viele Leads diese Woche rein gekommen sind. Wenn ich dies
Problem with mandatory last name field in leads
As many have asked before, we are importing leads that often do not have a last name. Having the last name as a requirement creates a problem as some records have last names and some don’t, as well as some have multiples of the same last name. The same
GDPR - block/disable cookie
Hi, regarding GDPR vs cookie notice. Normally the customer/visior can choose the option to block cookies etc. Is there any possibility to block zoho cookies while using an non-zoho cookie notice bar? we're using Zoho forms, salesiq and campaigns - everything
Subform file insert
Is there a way to get a subform file field insert to work ? The same script works ok for other fields but not if the field is a file field Deluge show the file field as string, and it works to copy across forms but inserting in a subform fails with this
fill in fields
can the content of one field be copied into another? We want to fill in a field in the opportunity and that it also be filled in the account field.
Speed Up Your Project Activities Using Chrome Extension
Zoho Projects lets you manage your project activities on the go with chrome extension. Today, let us read through a simple, cool and interesting post on - How setting up a chrome extension in your browser increases your project management voluminously. What are the benefits of installing chrome extension? To ease the process of managing your projects, Zoho Projects introduces chrome extension which helps you to access your projects across the web pages. Easy to accomplish your project activities
Zoho One, Zoho Books - Auto scans - how many?
How many auto scans are include in Zoho books with a Zoho one subscription? Thanks
Benefits of using relay servers to send emails from CRM
Hello everyone, In this post we will give you a brief description about a recently released feature: Email relay. What is Email relay? Sometimes companies prefer to send email from their servers to ensure the authenticity and validity of the sent emails. They can achieve this for the emails sent through Zoho CRM too, by setting up relay servers. These servers allow them to send emails from CRM account through their company servers. Once the relay server is setup, the emails sent from CRM will
Import Leads - Find existing leads based on
I am a new user and testing things out.... I have imported a bunch of leads, then updated my external spreadsheet and now I want to update those leads in ZOHO. I have exported the data in a CSV (exactly like when I imported the leads) and when I check
Autonumber Field in Deal Module
I am looking to transition to autonumbering for our quotes - but when I go to amend the template it tells me I am already using this field and can only use 1. I cant find where the autonumber field has already been used. Any ideas on how I can find out
Introducing Blueprint 2.0
Blueprint is Zoho Desk's advanced process management tool. It helps businesses implement support processes and makes it easier for agents to deliver consistent, timely customer service. It's quick to set up and can be implemented at scale for a variety
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