HTTPS support?
Hi, i know someone posted the same question a long time ago but this is 2017 and no answers can be found. Basically, HTTPS is the best way to keep data safe from those evil corporate internet providers as well as helping with SEO page. Currently, i don't see any HTTPS payment, only SSL and it cost $100, way over my budget and i don't need it. so its there any plans for HTTPS or i'm i missing something?
Iubenda and CookiePro by OneTrust integration
Dear Zoho, nowadays companies have to comply with EU GDPR. I've found there are different cookie policy builders or software that are meant to ease or at least aid the process of compliance. One of them are Iubenda or CookiePro by OneTrust. I really would love to see Zoho give the ability to integrate such powerful tools. Kindly regards
List of customers per product
I like to have an email or address list of all customers per product. So for instance, there is an upgrade available of product AAA and I want to mail all of my customers who ordered product AAA. I've been looking into the user guide but couldn't find anything. Please advice!
CMMS
where is CMMS software in Zoho One? thank you Dežko
Zoho Analytics - Sum how much time my Sale man talk with leads?
Hi, I was trying to create in Zoho Analytics Summary View which shows me on each salesperson how many minutes of conversation he made in month X The thing is that the field is in the CALLS module Call Duration is a text type and I can not do Sum Is there
ZOHO E-mail signature changes line spacing
When trying to create a e-mail signature my line spacing is changed. I cannot manipulate the ZOHO e-mail signature to match my Outlook signature.
Indent in Zoho Sheet
Has Zoho added Indent to Zoho Sheet? There hasn't been any discussion about this since THIS post.
How to Edit or Remove an Assessment Type / Review Type
Hello, In assessments it is possible to "add review type", but I can't seem to find the place to edit this list, or at least remove the option that I have added. Can you guys please help me? In https://help.zoho.com/portal/kb/articles/assessments the same list is called "Assessment Types" and explain the 4 standard ones: Thanks
How do I fix headers and spacing in ASAP?
Hi, We are about to launch our KB and we were checking how it is looking like in ASAP. We noticed that the headers do not look as they should: header 2 looks like header 3 and vice versa. I had a look with dev tools and it says h2 (has smaller font than
The 'more' button loads the first article instead of the related category
We are using the Elegant theme for our KB and we have categories and subcategories. There is this 'more ->' button at the end of each list of articles per category/subcategory. We supposed a button called 'more' would load more articles (when there is
Is it possible to http post to a form or html page?
I would like to post the incoming messages to Twilio into Zoho Creator form. Twilio allows to specify a webhook url to post the message data when an incoming sms is received. Is this possible? I do not want to use any intermediate php or any code.
APAC Online Workshops - Automate Sales And Customize Zoho CRM For Your Business
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. A workshop
【Zoho CRM】データ共有機能、インベントリー管理タブの商品明細項目などに関するアップデート情報の紹介
Globalの Zoho CRM オンラインフォーラムで投稿されている、 以下2つの アップデート情報を日本語にいたしましたので、共有します。 Zoho CRM 活用のご参考になれば幸いです。 1.データの共有、カスタムビュー、ポータルなどに関する最近のアップデート https://support.zoho.jp/portal/ja/kb/articles/zoho-crm-recent-updates-in-record-sharing-custom-views-portals-and-more-in-2021-jan-feb
Cliq Channels - Organize all your projects & tasks by creating Channels
Scenario 1: Ryan has been assigned a project alongside 5 others. The 6 of them have to meet up often regarding this, and it's getting quite difficult to keep up with those meets at the right time, owing to all their busy schedule. Scenario 2: Tim loves vintage cars and they are his passion. He finds a colleague who also shares the same interest. Now both want to find others who share the same passion as well, so that they can have a club for this. These are situations one often finds in the workplace.
How do I integrate Zoho desk with zoho sign and zoho form
I need to send a document to the client when the agent makes a resolution of the Ticket. I want to generate a document with Information from the ticket and then when the agent makes the resolution of the ticket send automatically the document to the client for SIGN with Zoho sign. Let me know is this possible o what is the best way to implement that proccess.
Overall Feedback after 35 days of trial period with lots of ups and downs.
Hey Guys, with this post I want to give you an overall feedback of what I recognized during the past 35 Days of trial. This feedback is written by someone who worked for more than 10 years as trainer and consultant for one of leading CRM providers for veterinary hospitals and I have a very good IT understanding. First of all: The Suite provided by Zoho One and its apps are awesome. I've never before seen such a wide range of apps with great features! Very big complement! I did really deep dives into
What is "Portal" ? I never wanted any, I never asked for one
Hello, To day I just received an email from Zohoprojects ... Here it is : Zoho Projects - Your portal xxxgmaildotcom has been inactive for a while and is scheduled to be deleted Dear xxx, We are following up on our previous email. We notice that there
Adding a new project to a task in Mail
There is a project named General and it appears you can add a new one. When I type something in, say Writing, it says Add Writing underneath, but nothing happens.
How to specifying the encoding format as UTF-8 when using MD5 encryption.
Hello everyone Has anyone encountered this situation? Data interaction between zc and other platforms through api requires md encryption. Corresponding to the encryption format that needs to be specified as UTF-8. So ,How to specifying
Career Site (Beta)
Hi, Firstly I really like the new Career Site (Beta) and the new Candidate application form but on the "Candidate Application Form" you must allow us to turn off particular whole sections on the form like "Experience Details, Educational Details and Address Information" as most of this information is already on the CV and by having so many user inputs the candidate drop off rate will be to high.
icloud sync
Is there a way to sync an iCloud calendar with Zoho Connect events?
Restore deleted campaign
I accidentally deleted a campaign I still needed. Is there anyway to restore it?
How do I configure zoho mail with wix
I have followed the instructions for directing mail to my wix account. I keep getting error messages with everything I've inputted from the tutorials within Zoho. I am ready to tear my hair out of my head. Can someone help??????????????????????????????????????
open *existing* record for editing via Deluge or embedded in page
I have a page with embedded reports showing different views of a single record. The built-in Edit function opens in tiny panes where only a few fields are visible at once. To improve usability by making more of the field visible, I want to open the form
"Lead Management" built-in app
I'm trying to understand how the built-in lead management app works. For example, I can't figure out the relationship between "Leads" and "Accounts". Are you able to convert a lead to an account? Does anyone have any documentation on this built-in app?
Change Form Width
Hi Zoho Community, I am facing an issue with respect to Form Spacing. The below is the normal spacing of a form. However, for one of the forms, the two columns have a big gap in between. I am new to Zoho Creator. So, I am unable to debug. Please let
How to record Advance Payments to Vendor?
We have given advance payment to a vendor & we are having issues in recording this payment on Zoho. Note that there is no PO or bills yet given to us by the vendor. If we use the 'Vendor Credit' option then it doesn't give us an option where its taking
Use CRM custom field as merge tag in Campagins?
When I create a campaign, I'd like to include a custom field from the CRM in the email that's sent. Is this doable? I see 'crm merge tags' in the campaigns template editor merge tags dropdown, but this doesn't seem to include custom fields. Is there a
Hot Leads versus regular leads
I am new to zoho and I have two questions. (1) Leads: we have two sets of leads, one set hotter than the other, is there a way to let the hotter leads stand out? (2) I have imported leads using CSV, how do I separate them by Industry? I have created views thinking that is how I can upload each list per industry, but clearly it is just a view. I would appreciate it if someone can help.
how to connect to zoho via API?INVALID_TOKEN
where to get this data?$headersArray[] = "Authorization". ":" . "Zoho-oauthtoken " . "1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf";
Invalid Reference Id : Names element id 2315 not found
Invalid Reference Id : Names element id 2315 not found 05 Feb 2021 12:37 PM Reply Comment JO joanna.kolton just now Can we PLEASE get more information other than this error message? Invalid Reference Id : Names element id 2315 not found It would be more
Gmail couldn't verify that domain.com actually sent this message (and not a spammer)
I have my DKIM set up, and followed the guide on how to set up SPF in TXT records, but I still can't verify my SPF in my control panel and when I send email, I get the "gmail couldn't verify..." message. My domain is dl-industrial-supply.com. Any help
Zoho Flow - How to consume subarray from webhook
I am trying to integrate my ecommerce cart system with Inventory using Flow by receiving a JSON webhook. Most things are pretty straight forward, however I'm trying to understand how to create a sales order from a transaction that contains multiple items
Connect Bigin/BOOKS
HI ! We have try to synchronize Z.Books con Z.Bigin, we get this error message "This Zoho Books Organization has already integrated with another bigin / Zoho CRM organization. PLease contact your zoho books admin" Books we have it attached to Z.CRM with
Big issue with automatic numbering for deals records
Hi There, I am facing a big mix up issue due to automatic numbering behaviour for Deals records : I have defined a field named "Reference" into Deals custom field with automatic numbering set on (convenient for collaboration between people and api integration)
Inventory management
I mistakenly created my sales invoices without enabling the inventory tracking feature. How can I resolve this?
New iPhone contacts don't sync with Zoho
I have Zoho Exchange enabled on my iPhone. When I add a new contact on my iPhone, the new contact does not show up in my Zoho Mail contacts list. Am I doing something wrong?
Difference of business card reader features between Zoho Lead and Card Scanner Mobile Apps
I just bought Zoho Card Scanner mobile app, for the sake of Zoho CRM integration. especially leads, as I can't use my existing card scanner app which saves to local contacts, which are synced to Outlook, but from there I don't want to create Zoho Contacts, but Leads, which is currently not supported by the the Zoho CRM Outlook integration. Then I saw that there is also Zoho Lead mobile app with a business card reader. Is this the same functionality.built into Zoho Card Scanner mobile app? No I will
Card scanner sync
Hi, i have a problem using the phone app cardscanner, when i scan a card this and sync with the cloud the info in address completely in mani cases number phones or city TY for you attention
Card Scanner - Editing Contact not working properly
Hello, When a business card is scanned, often the info is distorted or placed in the wrong section. Therefore, I need to delete the info or move it. ISSUES: 1. When I try to edit the info within the field, it opens a new window, rather than staying within
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