Always Use Specific Address
We are in the process of moving our website to a new domain i.e oldsite.com to newsite.com As part of this ur email address will be changing from hello@oldsite.com to hello@newsite.com We set up the new domain and email address in zoho. We've se the new
nothing happening with my GMAIL -> Zoho Mail
What am I doing wrong? Not incoming mail or syncing of my current G workspace mail... Jamie
import data from Google Sheets
I have a subform under a module that I want to populate data into by having the subform pull from a Google Sheet. Is this possible, and if so, how?
Skipping import of new leads doesn't check contacts module
I tried to see if others have this issue, but have not seen any posts. When leads are created, whether by list import or automatically from a website contact form, it seems Zoho will skip based on email only if that email is in a Lead record, but does
email invite not being received by team member
Hello, I am trying to add a brand admin in Zoho social (I have the professional plan), however the member is not receiving the email invite. They do not have the same domain as I do. What is the issue?
if else statement to update existing records or create new one
I am trying to transfer records from Form1 to Form2 on creation and edit. Both forms have the same look up field based on a third form. Creating the record works fine. For editing, there could be multiple entries with the same lookup field value, so I
Zoho CRM and Books --- sales orders into invoices
Hi, Zoho CRM and Books ---> sales orders into invoices We are looking at moving over from Quickbooks/ Salesforce into Zoho CRM and Zoho Books. A key thing is sales orders. We get bulk sales orders & then issue invoices when items are ready for shipment, sending off invoices for parts of the order. From what I can tell, we can raise a sales order in zoho crm, but can we issue invoices from that sales order in zoho books? Your assistance very much appreciated! Kind regards,
Automatically Update New Opportunity Owner to Match Account Owner
I am in need of a custom function to accomplish the following scenario: Our software runs on an annual subscription model. When customers are approaching 30 days of their subscription renewal, an opportunity is automatically created for the renewal. This
Workflow rule does not trigger/run when the 'field update' field is updated by a finction.
Hi there, I have found that workflow rules do not trigger when the field that is set as "Field update" is up dated by a function. I have a DEAL workflow rule set like this, When do you want to execute this? : *On record action, *field update. I have created a schedule action. I have specified a field (on the deal), which is updated by a function. The function that updates the field is run in a blueprint in the TASK module. The workflow rule works as expected when the field is updated either manually
Basic Rules
I can't seemed to perform the simple task of hiding a subform and then showing it based on dropdown selection. 1. I set subform field to hidden 2. set rule to show "Subform Name" when dropdown field value is not "select" Nothing happens: form subform
Automating Converting Leads to Contacts and Creating Deals
We load our leads into Zoho CRM, use the synch function to connect to Zoho Campaigns which we use to send email marketing campaigns out to the leads. The campaign activity (e.g. opened email, clicked thru, etc) are automatically reflected in CRM but we
Calculated field does not trigger workflows
Hi, I try to configure a workflow which will be triggered by a calculated field. I select that field when configuring the workflow. However, the workflow won't be trigger by the auto calculated field in the subform. I have a subform with multiple
Bilan APIV1 et Evolution sur V2
Comment faire le point des API V1 ? Afin d'envisager les modifications vers V2 ? Merci
Gestion centre de formation -
Bonjour qui a déjà développer une application creator pour centre de formation Français ? avec zoho one Lien CRM Prix des leads comme stagiaire individuel ou rataché à un compte session de formation interentreprise et ntra, blended gestions formateurs gestions des lieux de formations gestions des matériels BPF retour financiers ect.. Merci Bien à vous, Benoît
Linking to Modules
Our CRM has multiple modules which make for a very long page. It would be much easier if there were a tabbed solution or we could create links to modules on the right hand side. Does anyone have any solutions to this? I keep hearing from Zoho that they're
Updating layouts with different stages
I would like to have two separate leads and deal layout. For example, a service lead converting to a deal and a sales lead converting to a deal. Both will have different stages and fields. I have one lead and deal layout added and mapped currently. However,
Reprendre la valeur d'un champ dans "Comptes" pour pré-remplir un champ lors d'une création d'affaire ?
Bonjour, Nous avons une question concernant Zoho CRM. Avec la dématérialisation des factures, beaucoup de nos clients ont créé une adresse générique pour l'envoi des factures. Nous souhaiterions stocker cette adresse e-mail dans un champ "Adresse e-mail de facturation" qui serait présent dans chacun des "Comptes". Jusque là, pas de problème. En revanche, nous aimerions également lors de la création d'une affaire avoir un champ identifique "Adresse e-mail de facturation", mais reprendrait par défaut
How to auto merge leads when new info gets ingested into the CRM
We have 2 contact forms connected to Zoho CRM. The first contact form is the initial contact form that any user on our website can fill and send. This has been setup to automatically create a new lead inside Zoho CRM. The second one is a form where users
Zoho Projects (Zoho one subcription) - Automatically apply different rates for different type of task done by the same user
Allo, Is there a way to automatically apply different rates for different type of task done by the same user? As a freelancer I am the only user. In my work i have different rates for different types of task. In the same project I can perform task at
Why is zoho slowing down in speed
I am having tough time convincing my team to work on zoho as loading is very slow on zoho. what are you guys doing about it. my tech team checked the bandwidth requirement and our b/w speed is not a problem. please solve this issue immediately.
Can Send Emails But I am not Receiving emails in Zoho Account
I have set everything up and have the MX records pointing only to Zoho, nothing else. I am NOT reciving any error message when I send an email to the ZOHO email address but there is nothing in my Zoho Inbox. Please look into this and tell me what I need
Can Send Emails But I am not Receiving emails in Zoho Account
I have set everything up and have the MX records pointing only to Zoho, nothing else. I am NOT reciving any error message when I send an email to the ZOHO email address but there is nothing in my Zoho Inbox. Please look into this and tell me what I need
Setting up a second company domain/account
Hello, I already have one business successfully set up on Zoho using email. I am setting up a completely separate, second business. I need help on how to set up a second business with a completely separate domain. Appreciate the help. David.
Zoho Forms accessed through CRM button - lookup field not working
I want to create a Zoho Form that will be accessed inside a Zoho CRM module record with a button. The Zoho Form will allow the user to modify the record in a more pleasant/efficient way than filling all the fields inside Zoho CRM. I easily created this
Countif records match in another Creator app
I have a series of three reports and need to count now many records in each match a central list. Two of the reports are in AppOne - one is in AppTwo The first part is ok - this code will count every document and reference that match the ID for each
Filtering in lead view
The way that the filters work seems to have changed this week and I can't get to the relevant place to do a filter as it won't let me scroll. Any suggestions?
NONJUNK Label
Hi, from some weeks it's happening a strange thing: using my ZOHO account in thunderbird, for some reason appears in zoho web interface the yellow label NONJUNK marking apparently "random" emails. I use no labels and no spam rules in thunderbird, and this behaviour happens to two separate accounts with nothing in common (traficante and francescotraficante). Why? Thanks.
Horribly Slow Email Send and Receive
Internal and External emails. Delayed up to 1 hour. Is there a problem currently?
Welcome to France Vidya
Lancement de la communauté française ZOHO ce jour. Nous somme environ 30 utilisateurs réunis à Paris pour cette première réunion organisée par Zsphère avec la présence ce de Vidya Vasudevan. Le début d'une nouvelle aventure ?
[Live Webinar] Improve your website conversions this 2021
Hello, As we enter 2021, marketing landscapes are changing dramatically. So if you're looking for ways to start off strong this year, and keep your website on the top of your visitors' minds, then we might've caught you at the right time! Join us next
Extension Pointers - JS SDK Series #6: Working with ZOHO CRM Field's metadata using the Metadata API in widgets
Metadata generally refers to the data that provides information about certain aspects of the given data. Metadata API can be used to request data about data and get a response. The ZOHO.CRM.META API in JS SDK helps to fetch metadata about fields, layouts,
Subcategories dependent on categories
Dear Zoho! Wanted to check with you if it is possible to make subcategories visible as a list of items which are displayed dependent on categories. I know it is possible to pick one of subcategories by dependencies but I would like to kind of have a list
Zoho Phonebridge updated to API V3 but Vonage remains in V2 for the resto of the year.
We have this problem and then the Phonebridge integration fails. Is there a way to run it in V2 while December? so it matches the V2 on the Vonage side?
Option to save and then turn all mandatory fields off and on
This would be a good option in larger forms which have many mandatory fields and also might be using field rules and page rules. When making changes to fields or field rules or page rules there is usually a need to make one or more test submissions to
Have to refresh page to receive email
For the last 2 days Zoho Mail isn't receiving mail and updating my browser automatically, I have to refresh the browser page to see my new messages. Problem occurs on both Brave and Firefox.
Autopopulate the main field of any module
There are certain module such as deals where we cannot add a function in the main deal name. Is it possible that I can make a deal name as a compilation of different variables in the deal like "Customer Name-Quantity-Quality". Can you help me with the
List view for Notes to enable viewing of full title
I add titles to all my notes however because they are displayed like post-it's, they get trimmed and I can only read the first few words. When I view my notes on desktop all note titles are trimmed so I have to click into each one. If I view the same on the iPhone, I can view the full title. Makes for a much better user experience
How can I build an automated Sales Funnel using Zoho One apps?
Hi Everyone, I would like to know if anyone has information on how I can build an automated Sales Funnel using Zoho One apps. I need to build a sales funnel for selling online English classes for non-native speakers to improve their skills. I am seriously considering paying someone who builds funnels using Click Funnels to build it for me. However, I just keep thinking that there has to be a way to do this using the tools that I am currently paying for in Zoho One. Does anyone know if there are any
Looking for someone to write ScriptIQ for my ec site
hi i am looking for the authorized partner to help me write Script IQ for my ec site. please reach out to me.
Increase Reference field to more than 50 Characters
The reference field is now limited to 50 Characters, there are transactions that require more than this, specially Bills / Invoices with several transactions, currently Zoho trims the excess of characters and adds (..) but by doing this the transactions
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