Zoho Pagesense error clicking link
I've added zoho page sense link to my SPA angular application and it seems to be working well for the most part but its breaking links on my site. If I refresh the page it seems to work. I've tracked it down to this file: https://static.zohocdn.com/pagesense/tracking/sessionrecording-a1cf4e7ba6_.js
User Notifications
It would be a great feature if admin users can force organisation notification settings to override users personal notification settings for different roles e.g. employees over admins or managers etc... We operate in an environment where our users are
Can I use a workflow to update a field with the value of another field? Or of the current date?
It looks like I can only enter text for the field to be updated to. I need to update it to the value of another field. The use case I am using is that I want to keep track of the lead's "Initial Interest Level". Whenever I create a new record, I simply copy the value of Interest Level (e.g. "Passive") over to Initial Interest Level. That way, when I change the Interest Level to "Active", I retain the knowledge that this lead started as "Passive". Please advise! Scott
ZohoCRM Report with Contacts - no way to show account name?
I created a report that shows notes from contacts. I can show the last name of the associated contact with each note - but no way to show the Account? It is just showing blank if I associate Accounts and Contacts with a Notes Report - and add Accounts
What are the Implications of Transferring Domain to Zoho?
I currently have my website and domain hosted elsewhere, and am thinking of transferring the domain to Zoho, but I don't really understand what that means. I am thinking it means I would have to use web-authoring software to build a website (hopefully I won't have to) hosted by Zoho, and my existing website would disappear. Would my website name and/or email addresses have to change, (which I would not like)? I am looking for some re-assurance and guidance here.
New folder alert will now be displayed in the Zoho Mail Android app
Hello All, In the latest version (v2.4.19) of the Zoho Mail Android app, we have brought in support to display a new folder alert if a new folder is created on web, when the 'Folder based notification' option is enabled. You can turn on the notifications
Zohocliq commands
Greetings Zoho community! I am looking for useful commands for my zohocliq ! I am not the best at coding some commands and i was wondering if anyone would be happy too share their own commands ( as creation ). I have been looking around for some and seem's
new user alway showed as pending status
hello, my colleague "m.oleksandr @ sungrow-emea.com" is always pending and can't join in Zoho. Received invatation mails many times, but can not login in with the link in the invatation mail. It said"an account already exists with this email adress in
Exporting A Certain List of Leads
Is there a way to export only one list (or "view") of leads? I see the "export leads" button in the drop down list under import leads, however they exports the entire list of leads that are in the crm. I am just trying to export a certain group. Any help would be greatly appreciated.
delete a custom field
Is it possible to recover deleted field and related data? Thanks !
Maximum number of Webinar attendees
What is the max number of attendees? I would like to have more than 2000
How can I check how many leads I have contacted?
As in the title. I am looking for information on how to check how many leads sales people have contacted.
Additional Income
How can I report additional income without having to make an invoice? I work as a freelance sound editor but I also have a part time job with a company and I'm on W2 status, but I use that additional income to pay for equipment and upgrades in my freelance
Não consigo receber e-mails
Bom dia, eu cadastrei um e-mail para receber e-mails da seguinte página: https://www.ademylosweb.com.br/fale-conosco/ Mas não recebo e-mail de lá, porém recebo e-mail de outros e-mails sem problemas, somete aí que estou tendo problema.
How do I get the public link to a sent campaign
I have sent a campaign but some of the social integrations didn't work, so it didn't post on those sites. There appears to be no way to have Zoho re-post the social posts once they have initially failed. So my next though was, I'll just post it myself!
Mail Filter Issue
I received a mail delivery notice last night. The message stated the following: I'm sorry to have to inform you that your message could not be delivered to one or more recipients. It's attached below. I first reached out to my website host since the email
Twilio Blind Call transfer
We been testing Twilio Integration with Zoho desk. It works well with warm call transfer. That is, transfer call from one agent to another. But, we have a scenario to transfer the call to another department which doesn’t use Zoho desk. That is, if a customer
Zoho Mail Calendar Availability sync only to CRM
Hey, So I use both Zoho Mail and CRM, and the calendar in Mail is my main calendar. Though, I would like the availability shared to CRM (not full event details, as this is not needed in CRM for me). This will make it easier to use the calendar booking
Integration with Zoho Desk for Issues/Bugs - Turn off comments for status change
We use the integration between Zoho Desk and Zoho Projects for Issues/Bugs. We have found that since both systems display the real-time status of the issue/ticket in the other system that we don't need the integration to make a private comment every time
Filter Invoices By Multiple Criteria
Hello, Can you get a list of invoice using the API using the filter_by parameter and multiple criteria, such as Status.Unpaid and Status.Viewed? I tried "filter_by=Status.Unpaid,Status.Viewed" and the system responded with an error about value being
One CRM organization, but 2 organisations in Books
Hi There, I'd need a setup where I would have a separate organization in CRM, as I have in Books, so I can sync contacts separately. I have a US organization in Books, because of the different bookkeeping rules. So I don't want the full list of customers
Hide or archive records?
I have lots of date-driven records, so I’d like to hide or archive records at the end of each month. How would I do that? I don’t want to delete them.
Fetch Leads from crunchbase.com
Hello! Say for example I would like to integrate third party websites like crunchbase.com with Zoho, is there any way that I can do this, perhaps via API or customising via Deluge Scripting? Cheers Zhili
data entry assists
On my old computer, whenever I would add a new entry, ZOHO would show me that I already had similar entries and I could choose one of the suggestions or ignore. EXAMPLE: I start to enter the word "southwest" and as I type ZOHO would show me that I already
Zoho Mail and CRM Sync Calendar Availability
Hey, So I use both Zoho Mail and CRM, and the calendar in Mail is my main calendar. Though, I would like the availability shared to CRM (not full event details, as this is not needed in CRM for me). This will make it easier to use the calendar booking
Zoho forms needs more collaboration
There are several posts on here saying that more than one user should be able to edit the form and access the form responses. Right now if the person who usually uses the form responses is out, I have to manually reassign the form to someone else to
Domain already exists
Hi, I'm getting a domain already exists error & I've left messages using the "help chat" tool a couple of times but not seen a reply (perhaps because my @heartfelttech.com address isn't working?) I have wellbeingwebsites.com.au and would like to add heartfelttech.com
Are there any email changes coming to MarketingHub (similar to the Campaigns ones just announced)?
Can Zoho tell us if any changes are going to be made to the email capabilities of MH? I ask because of the changes just announced for Campaigns. Obviously, some of the changes to Campaigns don't apply to MH but if changes are coming I'd like a little
Reminders and events only during business hours
How do I prevent employees from setting up events or reminders after business hours? The main reason is that frequently the person sets it for AM instead of PM. So the notification goes off while we are sleeping. Or when we get to work we think we missed
Email Template adds extra spaces and causes formatting problems
Issue: When composing an email from Zoho CRM using an Email Template, there are often blank spaces and/or blank lines preceding the html content. Most email clients will ignore these blank spaces but some don't. We discovered this problem using Entourage
Activity Logging
Hi guys, So we have recently linked our VOIP system to CRM and it is logging calls in the activities successfully. I was told by 3CX (Our provider) that we can only populate either the Lead, Account or Contact field in a call record and not more than
how to mark employee auto absent in case of no checkin
In zoho people Is there any option like if a employee do not checkin after till 4 hours of their shift time then automatically he will mark as absent. For example if a employee shift starts from 8 am and he did not checkin till 12 pm then automatically
Custom Module - calculate percentage of two fields
I have a Custom Module in CRM that enables sales people to create a record per month to log some metrics against targets. I have managed to get the form to calculate their targets basked on working days per month - but the output of these fields is not
URGENT - Zoho project triggers not working in ZohoFlow since more than 24hr
The flow trigger from zoho project on zoho flow is not working since more than 24h Our tickets remain unanswered and our teams cannot work properly. The implementation of a tool like Zoho flow is very important for us and our daily processes. Your tool
Twilio SMS do not show me at related list
all SMS that the system sends from Zoho Books or another way I can not see on the Zoho CRM all SMS that the system sent to the clients. example: when the system sends an SMS to the client in the Booking or Zoho Books then i do not see this message at
Zoho project triggers not working in ZohoFlow since more than 24hr
The flow trigger from zoho project on zoho flow is not working since more than 24h Our tickets remain unanswered and our teams cannot work properly. The implementation of a tool like Zoho flow is very important for us and our daily processes. Your tool
Update Custom field on Estimate when accepted
We would like to perform a field update on Estimates when the estimate is either marked accepted or Declined. We initially looked in workflow rules but these do not seem to be triggered based on a document status change. Would this be something we would
Linking BOOKS Estimates to a CRM Potential - Not Possible?
It seems that the only way to 'link up' a CRM Potential and a BOOKS estimate is to crate a new Potential. Suggestion: Add a function that allows a CRM user to select any BOOKS estimate, or perhaps multiple estimates, and link it to a Potential for the same Account/Contact.
email drafts
If I create an email, where does it go if not sent or deleted? I see no archive or draft email folder within ZOHO professional.
Zoho Gmail - remove add to Zoho option fro gmail
How do I get rid of that Zoho option at the bottom of my Gmail?
Next Page