Add Help Centre Users to User Groups Before Invite
Hi, It's annoying inviting a Help Centre User (e.g. one of our customers) and not being able to add them to the relevant User Group immediately - so when they first log in to the Help Centre, they don't see any KB Articles suitable for them. It's only
File Transfer Not Working
Hi, Myself and a number of our engineers are having issues receiving files via the File Transfer window. When we try to pull back a file nothing happens but the file does show in the File Transfer window as "Download initiated". This appears to be happening
css.zohostatic.com makes our site to load sluggish
Hi there, I was wondering where this file comes from css.zohostatic.com There are a lot of requests consume for this. Please find the attached screenshot below. I don't know which Zoho apps it is coming from.We have used CRM webforms, bookings and SalesIQ.
Regarding Mass Email Follow Up Actions
Hi, We recently started a mass email campaign and noticed an option for 'add follow up' during the set up stage. I had a few queries for anyone who has used this before, The follow up option is template based. Does that mean it Zoho will send out the
How to undo updateRelatedRecords, there is no deleteRelatedRecords..
The relation between a contact and a campaign is set using updateRelatedRecords. How can i undo this relation? I think there should be a deleteRelatedRecords function. Am i missing something? https://www.zoho.com/crm/help/api/updaterelatedrecords.html <Contacts><row no="1"><FL val="CONTACTID">9999999999</FL><FL val="member_status">Sent</FL></row></Contacts> Regards..
Zoho Tasks are creating but not editting
I have tried to edit my Tasks but the buttons are not working. I tried two different browsers and also wifi and vpn and still the same. I think the zoho tasks is broken. Anyone else having this issue?
cannot receive mail at the super admin address
Do i have to add the super admin as a separate user in order to get his email?
My contact us form is submitting successfully but there's no email notification, not being added to leads and the analytics for submission is not working
My contact us form is submitting successfully but there's no email notification, not being added to leads and the analytics for submission is not working. Can you advise?
MAIL SUBJECT
Hello how to change the subject of the email I sent. I want to put any type of information in the subject line as if I send an email classic. I want to manually change in the subject line. best regard faouzi
You do not have permissions to create this account in Zoho Mail
Hello, Trying to add a new alias to my mail account on Zoho dashboard, from admin account. The error message says “You do not have permissions to create this account in Zoho Mail. Reach us at support-as@zohocorp.com for further assistance.” Please
My site just expired. Can I access the pages on my site?
My site just expired. Can I access the pages on my site? I want to copy and paste them so I can keep them for my records, but I don’t need the website anymore. Here is the URL : https://finalratings.com/
Zoho Widget & Float Button Load Times Slow
Hi, 3x Zoho files are loading slow on my website: http://once.ly/7hlRH (Website URL masked for privacy) The files which load slow are: 1) https://salesiq.zoho.com/widget 2) https://css.zohostatic.com/salesiq/Mar_27_2019_https/styles/floatbutton.css 3) https://js.zohostatic.com/salesiq/Mar_27_2019_https/js/floatbutton.js Is this a normal load time? if not, what can i do to improve it? Please do have a look at my website in the link above. Kindest regards, Am
ZOHO PHP SDK: invalid oauth scope for GET Records
When using the PHP SDK (using version 2 or 2.1), when we query the records (Contacts) using a scope ZohoCRM.modules.ALL, we get an error saying invalid oauth scope to access this URL. Digging a bit deeper in the code, I notice that the call to https://www.zohoapis.com/crm/v2.1/Contacts
Not able to fully access the Zoho CRM.
Hello Zoho Community, I have a problem, My administration gives me full access to ZOHO CRM at his end but it showing me the sample data. He trying to give me access to edit and change the workflow but he failed. Can anyone help me to get out of it? I
Bullet Widget Percentage
In the Bullet Widget, is it possible to have the display show a percentage rather than the number? So in the image here, it should show 19% rather than 4.
Compare the previous value in a tabular report and report the difference
I have a tabular report with a column of numbers. I would like to add a column with the difference between the cell right before it. in Excel it would look like this. The formula starting at B3 would be =A3-A2 Is there a way to do this in a Tabular
CRM Quote, Custom Discount per Customer
Hi, I have a pretty interesting problem that needs a solution. I am setting up CRM for a customer, that requires certain customers to have specific discounts on certain products. The products are categorized into services/products/misc and the customers
Update to Imprint Information
Recently, we added the option to include Imprint Information in your emails, as mentioned in one of our forum posts. With this update, we have made the feature more effective and easier to use. Our latest modification allows you to not only pick the organizational information you wish to include in your emails, but also choose the set of regulations that best applies to you. If the "German Telemedia Act" option is picked, all fields become mandatory, whereas picking the "Other Laws" option allows
Task Workflow
Dear all, I have been working with Zoho Projects for quite some time know and I have previously been working a lot with trac and Microsoft Project. The one major thing which would make Zoho Projects the ultimate experience is to implement a workflow for tasks. I would like to have the ability to define custom types of tasks (such as "Document", "Design", "Manufacture" etc). For each type of task I want to define a work flow so that the task can jump between different states. When a task jumps from
Zoho Project - creating workflow
Hi, I saw in Zoho Project with Bug tracker we can create automation with several trigger. Some workflow and so on.. Can we get this kind of automation (like in Zoho CRM) or like Bug tracker in Project, but for Task & Timelog/timesheet ? Thanks
SalesIQ Unannounced Beta?
(2nd time posting - not sure where 1st post is) There's an unannounced beta out with all kinds of new features. It's put us in a beta of Enterprise 1.0 and talks about an upgrade to Enterprise 2.0. Any of idea of what this is?
Tip of the week #6 - Organize threads under different Zoho TeamInbox views
When you open your inbox at the start of your work day, you don't want it to be a mess. Zoho TeamInbox lets you keep your threads right where they should be. Use the following views to keep your inbox organized. The 'Assigned to me' view is where you
Things that can halt your email?
I read this on the forum here: "As per your request, we have unblocked the user account and the user should be able to send emails without any issues. Further, please communicate only with valid and engaged accounts to avoid being blocked in the future.
Bulk Email Sending
Hi all hope you are doing good. the first thing is that i am new here and dont know too much about zoho. I have a webiste ( bestmasticatingjuiceronline.com ) and i want to send emails in bulk by using my website name.. is that possible to send like
Sheets - Data Validation not working properly
Hi there, I have a document with approx. varias sheets in it. The information input into 3 of these sheets is sent to its respective Pivot Table. Another Sheet has 3 columns set up with Data Validation pulling the information from the pivot tables.
Bad Sound Quality
I ran my first meeting on Zoho with 7 people connected in. Users said the sound quality was terrible. I've read some other posts here about the same issue. Is this something that has already been fixed or is in the works? I see other users switched to Zoom, any feedback on that?
Cannot receive emails (but can send it)
Hello, we have completed configuration with our shopify account and we can correctly send emails but cannot receive it. Sender receive "553 Relaying disallowed" error. We have already change MX from .com to .eu but nothing changed. Thanks
New SalesIQ Beta with no announcement
There's suddenly a new SalesIQ beta rolled out with no announcement, no information about a ton of new features in there. It looks like a fantastic update, but hard to decipher some of the features including a bunch of fee based upgrades. It's also
INTERDIRE L'AFFICHAGE D'EMAILS PRO RECUS INDIVIDUELLEMENT DANS LE GROUPE ASSOCIE
Bonjour très cher, J'aimerais interdire l'affichage des e-mail reçus individuellement dans leur groupes associés, j'ai cherché l'option dans zoho mail, mais j'ai pas trouvé...
Bad HTML using the template editor
I have used the Template Editor to create an email, and sent it to Email On Acid to made some cross client testing. To my surprise, my email was cropped in Gmail, as if the content was to big. I then downloaded the email, and seen that the html was over
Custom product pricing
We are very new to Zoho and in the process of evaluating Zoho One for our business. Looking at Zoho as a new user is quite dauning with the hundred of options. Using the Zoho CRM is it possible to setup products that have different pricing based on
Multiple week training sessions
Is it possible to create a training "class" that spans multiple weeks? Where each session is its own topic with its own hand outs? Right now I can only figure out how to create a repeating session with all the same handouts...
CRM and Connect - Use Cases?
Both tools have their sweet spot - but I'm interested to learn a bit more about use cases that use both. Is there anyone out here that uses both CRM and Connect in their business in a somewhat connected manner? For instance, I have been for much more
Showtime session being accessed multiple times
In Showtime is it possible to see how often a user has accessed their session? I'd like to be able to see how often (and possibly when) a user has accessed a session. Are these stats available somewhere to the admin?
Can't access mailadmin.zoho.com, redirects to advertisement page
Hi there, I can't seem to access the control panel through mailadmin.zoho.com . I want to add a user to my mail account using this guide , but whener I try to access the control panel it just redirects me to the advertisement page for the control panel
Building a Today´s birthday contact list report
Hello, Has anybody tried to make a custom report to visualize in a list view the important dates of your contact records, such as birthdays and anniversaries? At fist I tried using a simple setup criteria: Date of birth = ${TODAY} But the problem
I have created a subsection in my module, but when i search for content in that it doesn't show
I have created a subsection in our of the modules with content but it is not searchable through zoho search and also is it possible to configure search to only search on certain modules and not other modules permanently
could not update an item in the inventory
Hi, I am a developer from Germany. I 'm new to zoho. I am able to add an item to the inventory. However, I am mot able to update an item. This is how I used to add an item to the inventory. And its successful. curl https://inventory.zoho.eu/api/v1/items?organization_id=20075964771
Visualize time log information after submiting timesheet
Currently, after submitting a timesheet it is not possible to access the time log details view in the time logs list view. We can only access fields like the description in the calendar view. Since the time log details view does not allow editing (there
Finite State Machine
Having worked with Deluge for a few weeks now, it's become clear that Deluge isn't a programing or scripting language. This inherently means that they don't include features like counted or conditional loops, infinite recursion, or other features that
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