CRM - Astuce #3 : Créer un Pipeline
Bonjour à tous, Quel long parcours que de transformer vos prospects en contacts ! Afin d'avoir une vue d'ensemble et d'évaluer votre progression, vous pouvez séparer votre parcours client en différentes étapes. Aujourd'hui nous allons donc vous expliquer
Check if a user belongs to Do-Not-Email list
I was wondering if it's possible to check if a user is in `Do-Not-Email` list using the api. I suggest two possible solutions: 1. Check if a user is in the list. 2. Get the list of users that are in the list. I took a look at the api docs, but I found
Dissapointment with Contact Roles
Hi Zoho, I am dissappointed with the current functionality of the Contact Roles related list in the Deals module. The inability to use them for email communications through deals gives them very little utility. There are several other threads that have
Journeys In Marketing Hub
Hi, Unexpectedly I had deleted my journey in the marketing hub. Was it able to recover or i have to create a new journey?
Zoho host
Hi There Icurrently have a suspicion with Zoho for $ 35 from the caterogory company, I use many of the tools while offering us the subscription and we think it is a good service. Right now we have a host on Hostgator, but the truth is that we want to
Mailbox disabled even when mail has been deleted
Good day, May you please unblocked email account as it has been blocked. This is 'mpho' username. Thanks
Graphics not showing
When I launch CRM I cannot see my company logo. I checked various internet / java settings but can't make it appear. Also the CRM is quite slow. I'm the database owner - other user's accounts work fine. Any ideas?
Your IMAP access has been blocked unblock now
Hi, I've no idea why this has happened. Can my account please be unblocked. Thank you, Derek
How to stop entries being made
Hi, I have a Zoho Form which integrates with Zoho CRM. When a user fills out the form they cant then refill in the information because their email address already exists within the CRM. How can we prevent entries from being generated for that form?
Zoho Meeting registration form syncs with Zoho CRM
Hello, We are using intensively Zoho-Meeting to deliver Webinars to atract new leads. We have configured a personalised registration form with new fields, but this information can't be automatically synced with Zoho-CRM. Even the default fields are not
Date field in webform
Hello, I'm trying to create a Zoho WebForm to embed ( html full source ) in a website, and the field "date" is created as text field not date field as it should be in html5, it causes problems of validation as I can insert aaaa in the filed that should be a date, and when I'm trying to change the html created to "date" type instead of "text" input type, the field is not saved in the database - I cannot see the value inserted to this field by the user in the lead details in the CRM. It's empty. The
Zoho Books and Zoho Projects
Is there any way to direct Zoho Projects to create invoices in Zoho Books instead of Zoho Invoice?
Account Not Active Error when pulling Information from CRM
Good Has anyone ever encountered this error when you are in books and trying to pull information from CRM. and running the script below cus = zoho.crm.getRecords("Contacts"); info cus; With one CRM we manage to get the data from CRM but with another we
Retiring support for all Authtokens
Dear Customer, We would like to inform you that we're discontinuing support for all authtokens from our APIs as of March 31, 2021. Any authtokens that are already in use will stop working. Please make sure to migrate from authtokens to Zoho OAuthTokens.
No estoy recibiendo mails a mis cuenta de dominio
Buenas el problema que estoy teniendo, es que no estoy recibiendo mails a mi cuenta única que tengo, pero si que puedo enviar correos desde ella. Ya tengo configurados los registros SPF y de igual manera agregué los 3 registros MX con su TTL correspondiente
Not receiving emails?
It seems like our receiving emails are delayed once again. Just sent a test email from another email address to my soho address and I still haven't received the email. I''m getting about a 1 hour delay. Anyone else facing the same problem?
Pagination includes last thread when limit is greater than the number of threads
When querying ticket thread pages, I always get back the last result when the 'from' parameter is greater than the number of threads. For example, if I set from to 100 when querying a ticket with 5 threads, the response contains the 5th thread. I would
Important update: Please reauthorize your Zoho MarketingHub-Twitter integration
Due to an immediate API change, users who have integrated with Twitter will have to reauthorize their Twitter account integration in Zoho MarketingHub to continue the services. What are the basic things you should keep in mind before and after reauthorizing?
【初心者歓迎】2/18 (木) 18:00~ Zoho CRMの運用でお悩みや質問がある方、お答えします！
こんにちは、スターフォームの田中です。 普段はWeb開発やWebマーケティングをしつつ、サービスを一つ運用している者です。 ちょうど先月でZoho Oneを導入して1年が経ちました。 CRM管理者として、自社の運用や現場の声を聞きつつ試行錯誤して設定を行ってきたこともあり、 Zoho でできない部分を運用でどうカバーしていくか、などのノウハウも少し溜まってきたところです。 CRM管理者には、1名でカスタマイズを行っている方も多く、色々と困ったことや悩みが生じがちだと思います。 そこで、少しでも問題を解決できるよう、自分の情報が参考になればと思い、
Zoho Meeting - Hiding the Participants Toolbar during a Meeting
I would like to use Zoho Meeting for training sessions. Upon testing my iPad, I was able to embed meeting into my website, join a meeting successfully. However, from my iPad I have the capability to Request Control, Refresh, View and Tools (which allows for me to see the email addresses of other participants). I do not want the participants to see the email address of other attendees. How do you disable the Tool bar in the meeting for participants so that they do not have access to all the other
Change some fields to be accessible to non Admin user
Is it possible to add resolutions to tickets with non admin user?
Replacing Dropdown-Field by Lookup-Field
Hello, within my first steps with Zoho Creator I made a form with a dropdown field. Now I'd like to change it to a lookup-field that gets its values from a different form/view. But changing the fields type seems to be impossible (probably to keep data consistent?). I would make sure that all values of the existing field (dropdown) would be part of the new possible seletion (lookup values) but anyway ... I can't change the type. (btw: Starting over is not an option, because there's already too much
Adding ZOHO Form on Wordpress Website managed by Elementor Builder.
Hi Team, Can you please advise how we can add ZOHO forms on our Wordpress website which is built on Elementor Builder, thanks.
How to add subform product details into quote template
Hi Zoho Community, I'm exploring the quotation module. We sell trips therefore I have created a list of products that are packaged tours that contains sub forms which are itineraries details. Issue is : when I send a quote only the product line is shown on the template, I would like to add the subform as well in the quote . Is that possible ? Any work around suggested ?
CC distribution queue list
Hi - When i CC a distribution list in a ticket it send the email notification to everyone but they can not access the ticket because of insufficient privileges. I suppose It's because the system sees the the distribution list a user and not individual
Unable to cancel subscription on customer with open (unpaid) invoices!
It is not possible to cancel a subscription when a customer has an outstanding balance. Should this be so, or is it some kind of setup issue? It will cause problems for us as we will want to cancel subscriptions on non-payers. Thank you for update on this.
Are domain email still being sent to recipients spam folder?
I am looking into using Zoho. Specially Zoho one and of course utilizing Zoho mail. From what I’ve read on these forums and from others, Zoho mail will send your emails to the recipients spam/junk folder. This happens even if you use a custom domain and
Browser client not updating mail
About 24 hours ago (so sometime on Feb 11) the email client I keep running in one tab of my browser stopped receiving mail updates. If I change folders and change back I see new mail. Same thing if I hard refresh the browser. But no updates without taking
Delete email account from dropdown
Hi How do you delete the email addresses that come automatically from past references when you are composing a new email . i have already deleted the email account from the contact, but still when i compose a new email and press alphabet A all the email accounts from A where i have sent email earlier appear. I need the solution urgnetly as lot of my clients have moved emails and by mistake i keep sending it to their old id's. in the attached document, i want to delete the emails from A but they keep
Simplify URL Field
Can you just show the word "LINK" and make it clickable instead of a long URL?
Important update: Please reauthorize your Zoho Campaigns-Twitter integration
Due to an immediate API change, users who have integrated with Twitter will have to reauthorize their Twitter account integration in Zoho Campaigns to continue the services. What are the basic things that I should keep in mind before and after reauthorizing?
live chat to Zoho Support
In Zoho Desk, we have live chat access to Zoho support team, however, in Zoho CRM, we can only reach to the crm support team through email. Will it be possible to have live chat in crm as well?
Zoho Mail Java.mail.messagingexeption Error
Hello, I have set up a 3rd Imap Email Accounts on Zoho Mail Client , Premium editions (Paid) , but trying to send out an email to one of the Contact on Our linked Zoho CRM Enterprise's Contact this error appear preventing to send out the email : Could
How to register without mobile phone
Hi, I don't use a mobile phone. How do I register for Zoho mail? I don't see any other option besides getting the validation code on a mobile phone. Thank you. Alain
EMBED CODE NOT WORKING WHEN ADDED TO WEBSITE
The Embed code for Job Postings in not working and being added in the website as it was before. The web page is http://phenomenalmusicgroup.ning.com/page/careers-2. we used the exact example and it is not working at all.
Disappearing Email
I had an email in my inbox. I read it and then hit the reply button. I received an error saying the message couldn't be retrieved (or something like this). I refreshed the page and not the email has completely disappeared. I've tried a search (deleted,
Create chain campaign from A/B campaign
How do I create a chain campaign from and A/B campaign. I want to send a chain campaign to all un-opens. I can do this easily if i create a normal email campaigns but i cannot see this option in my A/B campaign.
POP3 - not downloading new messages
Hi, I'm using Thunderbird as desktop app and POP3 for my zoho account stopped working yesterday. I can see new messages on android phone, but when I want to download it in Thunderbird, it says that there are no new messages. Am I the only one with this problem?
migration date how to change
migration date how to change
Custom field returning string of numbers
We have a custom field for Job Openings, called 'Regio'. It's a Pick List. When we pull the data for job openings out of the API, we receive a string of numbers, instead of the actual value. We use the `getSearchRecords` endpoint with these parameters:
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