Activities View of Open Tasks for all Opportunities
Hi folks, I wish to create a view in the Activities Module of all open tasks that are associated with Opportunities. We only want to see tasks that were created in an opportunity. I cannot figure out how to set up a view to filter by the parent record
Disabling two step verification
My roommate and I both have Zoho Mail setup and he would like to turn off having to get a security code on his phone to sign into the web portal. I went searching for the setting to disable it and could not find it. Please walk us through disabling OTP.
Backups for Pages/Wiki
Hi, I've just noticed that the Pages/Wiki section doesn't appear in the backups I do each week. Is there a way to backup all pages? I'm starting a project that will need extensive documentation, is the pages section the best place to put this? Any other
Expanding and securing ways to share your spreadsheet: email as attachment and password protection
While Zoho Sheet allows you to share and collaborate with your colleagues in real time, you might wish to send your spreadsheets as email attachments or keep an offline version of a confidential file with password protection. Here's how our new options
Cinq façons de sécuriser votre organisation sur Zoho One
Bonjour à tous, Le fait que vos données soient accessibles en ligne demande à ce que leur sécurité soit garantie. En effet, le mot de passe peut ne plus s'avérer aussi efficace qu'avant, notamment lorsqu'il s'avère être d'une faible intensité. Un article
What is maximum number of Tags in Projects?
What is maximum number of Tags in Projects?
What's the meaning of ProductID that appears in invoice and estimates?
I was going through invoice api and i notice that 'ProductID" appears in both invoices and estimates. What exactly is a productid? I understand Item Id (because I'm able to create items in ZOHO invoice) but I'm wondering what is meant by ProductId. As part of Invoice user-interface, I don't find a way to create a product. Please clarify.
CRM and BOOKs Integration: Attaching Books Estimates to CRM Opportunities
Hello, I see the new CRM-BOOKS Integration has been released and its fantastic! Great Job! Is there a way yet to attach BOOKS Estimates to a CRM Opportunity? This is a crucial part of our business processes. Thank you Jeff
CRM integration - opt in / out
Hi I'm new to Zoho Forms, and I'm building a web contact form to integrate with our CRM Leads. The form has an "EMail Opt In" decision box, but in CRM this is represented as an "Opt Out". Therefore in the integration I need a binding like this: (CRM Opt
Template action not getting updated through api call
I tried to update a template using this API https://www.zoho.com/sign/api/#update-template I am sending this for the body of the request { "templates": { "actions": [ { "action_type": "SIGN", "role": "1", "recipient_name": "My name", "recipient_email":
Zoho Sign Question
Is there a way for a document to use zoho sign filled out by the recipient first and then counter signed by the sender?
Freenom - Domain
Hello, I would connect my domain (severmail.ga) to ZOHO! Thanks, Tin
Why is only one photo getting posted to Instagram?
It used to be that when I uploaded 4 photos to Zoho social, they would all get posted to Instagram - now posts are only ever showing one photo.
Verification of domain
I bought a domain with Domains.coza (South Africa) I'm not sure if I have to purchase the email hosting service as well, because I'm struggling with verifying my domain with Zoho. I
APAC Online Workshops - Managing Your Customer Pipelines With Bigin
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. We'll be
Is there a limit to how many Goals you can create (per website)?
Is there a limit to how many Goals you can create (per website)? I'm just about to start developing processes that would require lots of Goals and it would be a very nasty surprise if I find out later that I'm only allowed 50 or something like that!!
New Zoho Recruit UI input controls are tedious and not user friendly
Hi Zoho Team, The new UI on Zoho Recruit looks fine and might be an improvement if it weren’t for the control that is used for the form fields. For every modification, one must find the Edit icon somewhere far to the right, then type on the left, then
Does ZMH's Email Limit (in Settings) delay or cancel a Journey's email?
If a Journey is due to send an email but the Email Limit you impose using Settings stops it, is the email delayed until it can be sent within the policy or is the email cancelled, never to be sent? Many thanks Steve
back up
quand j'essaye de terminer la migration de ma sauvegarde faite de mon crm zoho vers mon crm zoho "les modules devis et quoteditems devaient être mappés" Cette phrase est disponible en haut de mon ordinateur et la sauvegarde ne veut pas suivre comment
Bulk Deleting 10,000 + items
Hi Is there a way to bulk delete all items in Zoho invoice A file of 10,000 products was uploaded, but we want to delete them and reupload them with a rate of $0 since msrp pricing changes too often to reupload products everytime, it is easier to just manually enter a price
MYOB Integration?
Can Zoho integrate with MYOB ??
Is there a way to move Project documents from one Folder to Another?
I want to be able to move Project documents to a new or existing folder, but I don't see a way of doing this. Drag and Drop would be best, but when I attempt to move a document with Drag and Drop the browser (Chrome) downloads a copy to my computer (which kinda weird) and does not move the file to chosen Directory? Am I missing something here? We are a Google Docs shop which has easy document management. However, being able to associate documents with the particular project is very helpful, so we
Can't add Application
Hi, I can't seems to able add new pre-built application from the gallery. Please advise. Thanks.
ZOHO.COM is CRAWLING - excruciatingly slow Feb 11th 2020
I am having trouble connecting to ANYTHING in the Zoho.com domain - even this discussion board. What is going on??? I have a business to run
"Please specify a valid card." error when creating subscription
When i try to create a subscription using API, with starting date in past, i get following error: Request: POST /subscriptions [ "customer_id" => "xxxxxxx" "plan" => array:1 [ "plan_code" => "xxxxx" ] "starts_at" => "2020-12-06" ] Response:
I cant use my xyz domain
I've tried to use my non-free domain ipl-clases.xyz but I get this message: "This operation has been restricted. Contact support-as@zohocorp.com for more details" Please help me
Can't use XYZ domain
Hi, I'm trying to make an account for drtech.xyz but it says that it's blocked because it's a 'free domain' ??? I payed for my domain! How can I fix this? Thanks in advance.
Unable to verify SPF record
Hi, I have added the SPF text entry into our DNS manager but after several days it is still not verified in Zoho Mail.
Zono one and email accounts
At the moment i am using the free edition for mail. will soon be upgrading to zoho one. How do i create department emails (e.g affiliates, accounting). Each user has their own licence, but what about department emails. I can add them as alias in my own
Null Value in Lookup field
I have setup filters in my lookup fields so that only districts and local level government's (LLG's) of a particular province will show when clicked but I keep getting the null value in front of the LLG lookup field. You'll find a screen shot attached
Zoho CRM Blueprint Transition Criteria has limited options for a single lookup field.
I am trying to set up a transition in a CRM blueprint against a single lookup field that pulls users. The logic options are "is" and "isn't", there are no empty options. Is this standard?
call orders: order confirmation by shipment?
Hi all, we deal with plenty frame orders, which we have to ship in lots as per request of our customers. Our customers want for each call order an order confirmation. As far as we can see, we can only create an order confirmation for the whole order,
Product Catalog App > Add to Wishlist (Bug on Selecting "No")
It seems the logic used is not properly configured. When clicking "NO" option it will not Cancel the action but will just Loop to Add to List
Valied email getting "Invalid Email Address"
Hello -- This is going to sound far more complex than it is, so bear with me... :) The problem is that in order to reply, I have to use a # in the "to" field, which causes Zoho Mail to claim wrongly that it's invalid. Their site explains it this way:
How many max mails and recipients I can send each day with zoho free mail, ths
How many max mails and recipients I can send each day with zoho free mail, ths
How to make some sets of contacts not part of popup search for To and Cc?
When composing an email, entering a character into the "To" or "Cc" lines will trigger Mail to provide a list of all contacts matching that entry (typically, for one character entry, any First Name, Last Name or email address beginning with the character
Missing data/database/application
Good day, I created an application with Zoho a few years ago. When I log into my existing account, I am unable to find my application, or any of my entered data. The name of my tool is called Suministe. Thanks.
Is it possible to send the url link of a completed survey back to the customer to allow them to update the entries?
I have some detailed questionnaires which will be sent to customers to submit. Some questions are complex and the customer might want to get back to it at a later stage to update it. is this possible? Pls advise, this is a critical feature I need to implement. Thanks
How to delete registrants from a meeting
hi everyone - I have created my first meeting and I registered myself to see how the response / registration process functioned. But now I'd like to remove myself - I only have the 5-registrant plan, so I want to free up that spot. How do I remove a registrant?
Bug in Quote - Discount value keeps changing
Problem providing an overall discount on a quote. Steps to reproduce: 1. Create a quote with 2-3 product items. 2. Provide an overall discount (eg: $2,000), use the Direct Price Reduction. 3. Save 4. Click Edit again 5. The Direct Price Reduction has
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