Expected Revenue on Career site
Why does the "Expected Revenue" info show on the Career Site? Is it normal for candidates to see? or am I missing something?
Smart URL domain verification stuck on: "Verifying... Your domain is being verified"
I've added the info to our domain to verify for the smart URL on MarketingHub, but the domain verificaitio is stuck on a page that just says: "Verifying... Your domain is being verified" I've left it running for 20 minutes and still no luck on verification.
New User Create Error
The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance.
25 Mars : France Zoho User Group Virtual Meetup - CRM : Les bases
Bonjour à tous et bienvenue sur l'espace de partage de la Communauté française de Zoho, Nous sommes ravis de vous annoncer notre nouvelle série de MeetUp qui abordera de nombreux services et applications Zoho. Cette première session sera consacrée aux
How to get lead status history
Hi, I want to get lead status history from API. For example, the timestamp of a lead change from status A to status B. How can I get that?
Can I pre-fill form values within CRM
I am doing an integration need to pre-fill some values when create new lead form opens. Is there a way to do that something like if I open url like https://crm.zoho.in/crm/orgXXXXXXXX/tab/Leads/create?layoutId=182897000000000167&phone=7845129632 to prefill
Quote's relationship with CRM, Zoho Sign and Subscription
Hi folks, I just figured out the quotes and products section in CRM. As my way of thinking, I kindly wanted to know how I can make them talk to each other for such a case written below: Creating quotes and assign them to accounts. Sending those quotes
Why we cant select muti reviewer in zoho people continuous review
Hi, In zoho people continuous reviews option there is no way to select a multi reviewer and this thing is creating a problem for us. We really like the continuous review feature but the only thing is that it only supports one level reviewer. Like every
Format phone numbers in CRM
Hi all, How can I make sure that the number entered will only have 10 digits and if it is entered with a country code (starts with + sign) it will only have 13 digits. I also want to avoid that blank characters can be entered. Thanks for you help.
Questions about rounding taxes after the decimal point
Hello. I have a question about customizing tax rates for Zoho CRM. I can't find a place to set rounding after the decimal point. Currently, it is displayed as rounded up or rounded, but the required rounding is rounded down. Example) Subtotal: 3620 Tax:
(HELP - PLEASE) Mail Delivery Status Notification (Delay) - Received this Message on two email accounts under the same domain with ZOHO.
This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. ----- The following addresses had fatal errors ----- [Status: Error, Address: <**@gmail.com>, ResponseCode 421, 4.7.0 Temporarily Deferred] Message will be retried for 4 more day(s) ----- Transcript of session follows ----- This has happened 2x today. Never before though. Please Advise as to a solution. I plan on using my email address routed via
How to add a title to a video?
Hi, I'm currently using Zoho Social and I can't seem to add a title to a video I want to post (but I can add a description to my post). Apparently on desktop, it automatically takes the name of my video file as the title. However on a mobile view it
Create FY22 revenue field - based on sum of different revenue components with date of expected revenue between 31st March'21 and 31st March'22
Hi, We have 2 revenue components, ARR - Annual recurring revenue, it is a monthly payment that our customer give us. Second is COR - this is the cost of implementation We have made projections on these revenues for deals in pipeline which extend to FY22,
Copy field and paste value in another field?
Hi, I am trying to copy the value of City_Event and paste it in City. Both fields are in Leads. City_Event, Data Type = Pick List City, Data Type = Single Line I can not make it work. Can anybody help me please!
Paste Image from clipboard when agent creates ticket
When creating a new ticket, Agents cannot paste images in the Description field. An agent should be able to paste in screenshots directly. Saving the image and inserting it afterwards, is a bit tedious. Pasting inline images was a recently added feature
zoho opening assets in quantity
HI, my question regards to zoho asset , we are new to zoho i would like to know how we make treatment in zoho related to opening asset in quantities instead of opening balance so that we can know qty as well as the opening balance
Forumla Field Issue
Hello We custom module called Cell Leases, we have a Formula field called Est Site Gross. I am attempting to update the formula to reflect the different rent values offered by various service providers multiplied by the Rent Index of the site, resulting
Customize submit new ticket form in customer's portal
Hi, I'd like to know how to customize the submit new ticket form in the customer portal. I want to add the option to select the ticket's due date. I know I can customize the portal's home screen (HTML and CSS) but I could not find the option to modify the submit new ticket form. Thank you.
Is it possible to remove the names of city / region / country on the Map - Scatter chart ?
Hello, I would like to see this map without the labels ! Is it possible ? Thanks
ZUG Virtual CRM Meetups - March 2021
We have opened up registrations for the Virtual ZUG Meetups for March 2021. In these meetups, our Zoho experts will discuss basics of Zoho CRM - how you can setup Zoho CRM, an overview of the effective data management and more. Here are the details of
Date format error
Hi, How to resolve the the date format in the imported csv file. I have tried all the formats, but its showing error in all the formats.
Adding option for "Not Available" or "NA" in a numeric field, to differentiate blank fields between NA fields.
So the task here is to differentiate between when a numeric field is left blank (which might be because our staff didn't remember to record that value), and when the staff tried to get the value, but it wasn't available. One easy way to do it is by creating
Mail Merge send from email
Hi, I would like all our lead owners to be able to send Mail Merge emails from a common email address rather than from their personal ones. Is this possible? Thanks, Katie
TTFB extremely slow in New Zealand last 2 days or so.
Accessing Zoho Mail from my desktop browser has become intolerably slow in the last couple days from New Zealand. TTFB for opening a single mail 8 seconds or more. TTFB for opening a folder similar, Very annoying.
Connecting Instagram profile
Hello, We are having an issue connecting a client's Instagram profile to Zoho Social. When the connection pulls up FB to verify the account, the Instagram does not appear as one of the profiles to select, despite the client's FB and Insta profiles being
Screen control issue
I have noticed this multiple times. it just shows a small cross and 1 in the middle of screen. Tried many times but no solution. CHECK IMAGE ATTACHED
I am unbale to add a new user
I have tried to add a new user and edelete an old user. IT will not allow me to add a new user and change or assign a password. Can you please check into this.
Is there any point in moving from Google drive to Docs?
I am moving over from Google, email and calendar has already been transferred to Zoho. Is there any point in transfering all my Google drive to Docs if it going to be deprecated soon? Or is best wait for workplace? I don't have an organisation as such,
Problems Associated With Zoho
Zoho is not loading pages at all. Just red lines going across the page on my Zoho system. Emails just keep saying sending as a circle goes round and round. I have cleared out my history and cache... I am sick of being told to do that by Zoho Customer
Background Picture in Record Templates
Hey, I´m facing the problem that my inserted background picture is not stretched correct to fill the complete background of the record template. The size of the paper and my exported image are the same but either the picture is too small or stretched
Major concern with new builder layout
The thing that I loved the most in the web browser builder was that everything was on the same screen. There was no need for multiple pop-ups. You have increased the amount of clicks i.e. actions that are necessary to build a form and when "properties"
Disappearing emails
Hello, I seem to be missing a few emails this morning. In particular, a Zoom invitation that was critically important. I am absolutely certain it was there few days ago and was not deleted. Thank you.
Invalid Ticket Id, code 4834
I can't use the API because i'm receiving an error: {"response":{"error":{"message":"Invalid Ticket Id","code":"4834"},"uri":"/crm/private/json/Potentials/getRecordById"}} https://crm.zoho.com/crm/private/json/Potentials/getRecordById?&authtoken=myauth&scope=crmapi&id=372508000001521005 why? before it worked.
Co-organizers and/or Administrator can't start Webinar
Hello, ...since last week some Co-organizers and/or Administrator within the organization can't start a Webinar, only Host or Super-Admin can start. In settings the "Allow Co-organizers within the organization to start the webinar" is set. What's the
android app vs IOS app interface
I've just moved over to android and the user interface on the android app looks completely different. The IOS app allows you to navigate easily around most functions however the android version most functionality has to be accessed via the drop down
How can you upload one document to multiple Accounts?
Is there a way to upload a document or folder one time across multiple Accounts in the CRM, versus uploading the same document to each account? I see that you can upload documents to the library, but you still have to "Add" it to each Account. Is there
Not receiving email from instagram
Dear Zoho team, I never got email from instagram. I used my email halo@sekolahibukelinci.com for user account. Can you please help for this problem? Thank you
Tip of the week #1 - Six steps for Inbox Zero
Attaining Inbox Zero in time-critical shared inboxes is crucial for your team. Here are six simple things you can do with Zoho TeamInbox to achieve Inbox Zero with ease: Assign thread owners When every thread has an owner, the work items received in
Recipients are unable to reply to a received mail
Hello there, I noticed anyone who receives a mail I send them, can't respond to it. People are able to send me emails on my address, and I will receive them. Thank you in advance! Regards, Demien
How to make data from module lead to module tasks
Hi, how are you guys? i need help with deluge I am trying to make a deluge that draws information from the lead module to the Taks module But my workflow is not working in a way that can fit. Is there an option to create a function on a lead module and
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