Zia Search - La recherche puissante et unifiée
Bonjour à tous, Dans cet article nous allons découvrir "Zia Search", un puissant outil de recherche unifiée. Zia, l'intelligence artificielle de Zoho, vous aide à accomplir plusieurs fonctions telles que l'analyse des données, la traduction, la
Company and Customers edit as spreadsheet directly
Hi, Is there a way to edit my customers and companies and products as an spreadsheet format without having to download then upload? Just for quick copy and paste, and to fill quickly? Is this possible ?
CRM Deal Blueprint and Workflows
Can a workflow change the state of a blueprint? Move the blueprint from state 1 to state 2 just like selecting a transition button would?
Record is not updated even though function says it was
See screenshot. Update result says succeeded, but the record's fields are not updated. I double-checked the LeadId.
Authtoken Deprecation for Zoho Invoice APIs
UPDATE (2 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. UPDATE (30 March 2021): Check out the set of FAQs we've added, that addresses some of the common doubts you might have when migrating from Authtokens
No subtasks in Kanban-view for Status
Hello, I cannot see any of the subtasks in the Kanban view under Status. Why can't we see subtasks in the Kanban view?
Tip #30: Sobre los Blueprints y sus transiciones.
Tips and Tricks #30 ¡Hola a todos! Como hemos anunciado, este será el último consejo de la serie de Tips and Tricks para CRM en español. ¿Significa esto que no vamos a publicar más contenido de CRM? Absolutamente no. Siendo Zoho CRM uno de nuestros productos más queridos, podréis encontrar más contenido sobre el producto en esta comunidad. En cuanto al consejo de hoy, lo dedicaremos a los Blueprints de CRM. ¡Allá vamos! Tip #30: Sobre los Blueprints y sus transiciones. Antes que nada, haré una breve
Zoho Mail vs G-mail connected to my web site
I have Zoho One and my Zoho Partner has configured my mail client on the web site my g-Suite account. He did this because I use Gmail as my email client but I'm happy to route it through Zoho as I am using Campaign and other programs and I'm concerned
Set up SPF configuration with Squarespace
Hi Zoho Mail Team, I try to set up the SPF configuration fpr my squarespace hosted website and followed all the steps in the instruction. After validating the SPF records with the tool you posted in the instructions I got the message: SPF record lookup and validation for: felixwehmeier.com SPF records are published in DNS as TXT records. The TXT records found for your domain are: v=spf1 include:zoho.eu ~all Checking to see if there is a valid SPF record. Found v=spf1 record for felixwehmeier.com:
Cliq
Hi I am a huge fan of the family of apps and love the fact they mostly all integrate with each other, But sad at the fact that I am still having to use SLACK for my communications platform. We are a recruitment agency that deals in large volume recruitment
When will you add pay roll ?
You are adding all unnecessary features without adding the main requirement. All companies need a payroll, that is the most important requirement for any company. Sorry to say, you will loose your customers eventually. Looking for a better online accounting
How to filter Multiselect Lookup field based on the parent field?
I have a departments table. I have a managers table with a mutli select lookup to departments. A manager may have one or more departments. I have form with the department and manger. I select the department and then select the manager. I would like
I can’t send an email from my iCloud to my zoho
I will leave an attachment below of the screenshots
Migration Wizard non-existent
I'm right in the middle of the Wave to Zoho Books migration and ready to import our transactions in to Zoho Books. Only to find that the Migration Wizard is nowhere to be found. It's the long holiday weekend and Zoho support isn't responding. There also
Restore Deleted emails
Dear Sir, Unfortunately, i installed outlook to use my zoho email, then all emails appeared in outlook, because my storage giong to be full, i deleted all emails on zoho, then it deleted immediately in outlook program, can you pls help me restore all deleted emails??? Thanks... Muhammad
have date field default to current date
How do I program a date field to default to the current date? hughes
What happen with old URls when you insert a custom domain on Wordrive
I have many shared links that my clients are using. If I change the workdrive URL to my website URL does the link will still work?
Permission denied for telephony
i'm the super adminstrator of my zoho crm account and when i wanted to activate telephony I get "Permission denied because im not the adminstrator of the account", i writed support but they doesnt reply back
Limit on saving filters
I am filtering Prospects by County and it will not let me save more than five counties. I would like to save at least 15 counties.
Increment update record in report
Hi everybody i need your help I’m creating an app on zoho creator i would to insert a bouton in a report who will increment updaterecord in my report with the button +1
Associating more than one contact to a deal
Hello, Most of the times, I have more than one contact associated to a deal. However, CRM allows me to associate only one contact, which makes it hard for me to follow-up on emails related to this particular deal. What i do know is I create a Label in
Cant publish new content
My site https://david.montemayort.com is up and running i have had zoho products for more than 4 years now, I am not able to add new content. the message "unknown error ocurred" appears whenever i attempt to publish page even after I remove the content. It is published but i cannot modify the published version, this started happening 10 minutes ago... this is a critical issue for my business.
【明日開催】Zoho CRM 管理者向けトレーニングのご案内
先日スターフォームの田中さまが投稿くださった「Zoho CRM 運用相談会」は、今週木曜日の18時〜です。 Zoho CRM の運用や社内浸透にお悩みの管理者のみなさま、気軽にユーザーさま同士でお話いただける機会です。ご都合があえば少しでも、Zoomをのぞいてみてくださいね。 また、「その前にZoho CRM の基本機能をおさらいしたい！」「項目のカスタマイズやレポートの作成方法を一緒に学びたい。」 そのような方には、 明日開催の「Zoho CRM 管理者向けオンライントレーニング」 がおすすめです。
Are we able to rescheduling an existing group booking service
This should be straight forward but for some reason, BOOKINGS is not handling this as expected. If I reschedule a service that has been set up as a group booking, I find in the calendar view that the original allocated time shows along with the rescheduled
Template Based on Custom Field Selection?
Is there a way to present a custom template in the help center, based on a custom field? Use Case: Ticket Types Application Support Change Request Feature Request Add/Remove Users Desired Outcome If the type of "Add/Remove Users" is select, a template
Remote support requires a join.exe to be downloaded each time a user wants to start a session
Hi I have been evaluating whether or not I want to continue using Zoho Assist as my remote software for customers. Its pretty well designed except for the join process. An exec should not have to be downloaded each time a repeat customer wants to join a remote session. This is a deal breaker for me because my customers expect not to have to do this each time. Not only is this a waste of resources, but its also a waste of time and adds a extra step that my customers need to go through to join a session
Automatic Approval
Hello, Is it possible to create automatic approval workflow in Zoho Creator? for example if submitted form is not approved, after several days, I want it to be approved or rejected automatically by the system.
Deluge script
When I try to save my script I get "Internal error" ni hint on what is wrong. I checked the script code part by part an it all works. The script is 149 rows long. If i cut out parts of it then you can save it. But every part of the code is tested. The
zoho security breach
So as i am working, I get a notification that dropbox logged a new password, then again with different loggin. Pulled up what is being logged and this site comes up..... https://accounts.zohoportal.com/accounts/signin
Use between computers
I have been using Zoho writer for desktop on my desktop computer and recently started using it on my laptop. After the first time I used it on my laptop I am no longer able to use it on my desktop. It freezes and doesn't allow me to keep writing. I can
Do Bigin Events get created automatically based on Synced Calendar?
Hi, I am currently testing out Bigin but one key feature that seems to be not working for me is that events do not get created automatically when a meeting is scheduled in my calendar. Both my Google Calendar and Contacts are sync'ed successfully. Am
where does it show the mass emails I have sent to my contcats in Zoho Bigin
I cannot find what emails I sent to whom from my contact groups. Some are sent some are not. Those send do not appear as sent either in IMAP or sent by Bigin view. My Bigin contact module is not updated, Someone please help..
Automatic update lookups
I have Form A with a lookup field to Form B. This look up field retrieves the value from Form B and fetches corresponding data from that report. The fetched data is only accurate at the time of user input in the lookup field - if Report B changes; then
unable to send mass emails from bigin contacts?
when i selevct multiple contacts and try to send them an email alltogether, after I select the template and click send, it appears an warning that emails can't be send. Why is that, con you help please?
Can zoho bot + dialogflow from Google sheets or zoho sheets be started now?
Is there a chance to help get started and run?
Using custom email subjects to associate emails to records
As I have described on another post, I am struggling to adopt Zoho CRM because it has no capacity to associate multiple email addresses to accounts, and integrate email from multiple Contacts into account records (e.g. you have three Contacts associated to an account, why can't it associate all their email to the account record?!). Therefore I am looking for a workaround, and wondered... is there a way to write some custom code/custom module magic that could perhaps associate emails via the subject
Zoho Commerce Live Support-Why email only?
As a new user to Zoho Commerce, but a three year user to Zoho One Suite, I would like to ask why Commerce does not have live support? I have many questions and an issue with linking a mail sign-up to Zoho Campaigns, but find I am waiting two days for
How to restrict file upload types?
Is there a way to restrict or validate the file type in the "file upload" field? I want the users to upload only image file types (jpg, png, bmp or gif), and they shouldn't be allow to upload zip, exe, rar, pdf... files. Thanks
Customizing Report Header Text/Width
I have a report, and I want to customize its header text length because somehow Zoho "miraculously" trim my Report Header text without even bother to provide tooltip or anything like that for my clients to see the full text. So I browse the documentation
Automatically create Event in Bigin
Hi, Here is the problem/need: 1. New meetings in my Work Calendar do not automatically appear in Bigin CRM as an Event 2. New contacts from these meetings do not get created in Bigin CRM This is despite the following being completed: 1. Calendar and Contacts
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