Could i use the ZohoCRM field in share public links?
I want to share a link of one of my forms that has a ZOHO CRM fields and the people who i give them the link cant use it.
Engage project users better with Slack integration
If you use Zoho Projects to manage your team and communicate over Slack, unite both. Everything is possible with an integration - You can now integrate Slack into Zoho Projects to communicate effectively. Slack is an ideal app for solo businesses and smaller teams (max of 4-7 members). It lets hassle-free interactions amidst teams and thus keeps the process well organized. How Slack and Zoho Projects gel together? Though Slack is an effective tool for smaller teams, with this integration you can
cant see subtasks in Kanban view of Projects
According to manual, the following is possible Subtasks in Kanban Task List View You can now view subtasks in the Kanban task list view. Click on and check if Collapse Subtask option is enabled. Disable this option to view subtasks. Drag and drop subtasks
When a field changed workflow is triggered for a list, is there a way to tell what was added or removed?
As the subject says, is there a way to tell what has changed about the list.
CRM Quotes/Sales Orders/Invoices >> MS Excel Sheet
Hi, I'm wondering if it is possible - to create a plugin to get field values from Quotes/ Sales Orders in certain cells in Excel in Print Area. Then we can use this values on excel sheet for - conditioned formulas - calculation formulas So in the end
Can't import Notes with correct owner
I'm trying to import Notes into Zoho CRM from our existing system using the data migration tool. I have setup the mapping but no matter what I do the notes show me being the owner, rather than the user I specified in the Note Owner ID field. Is there
Mail Not Delivered - 554 5.2.3 MailPolicy violation Error delivering to mailboxes
This is error I can see in the log. Kindly Resolve the issue. Jan 15 02:41:44 teradatapoint postfix/pickup[20168]: 68A493FE1E: uid=33 from=<www-data> Jan 15 02:41:44 teradatapoint postfix/cleanup[23258]: 68A493FE1E: message-id=<bIEB1BAjUFMjWIUaifOYesjjdBShIQxfKV1ddSEjI8E@www.teradatapoint.com>
I cannot UPGRADE my free email account
I am trying to UPGRADE MY ZOHO MAIL to a paid subscription for greater storage. The UPGRADE option was there earlier but not it has disappeared. Cane anyone help?
Authtoken Deprecation for Zoho Expense APIs
UPDATE (2 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. UPDATE (4 Feb 2021): We've extended the deadline to 1 July 2021 for converting Authtokens to OAuth. Hello everyone, The usage of Authtokens to authenticate
Workflow Rules and Webhooks issue
I am using Subscriptions and Books. I created Workflow Rules and Webhooks in Books, to listen events for customer create/update. This works perfect if I update/create a customer via Books. If I update a customer via Subscriptions, the events are not triggered.
YYYYMMDD TO datetime format
I am having a hard time converting YYYYMMDD format into the Zoho DateTime format in : "YYYY-MM-DD HH:MM:SS" What functions or combination of functions should I use? thanks.
Now that Projects 7.0 is Available will Old Version Go Away?
I'm trying to get my team to start using the 7.0 version of Zoho Projects. A few of them are resisting using the new version. (One of the main complaints is the project Status/Feed is no longer included in the project's tabs and you have to search in
Connecting Creator Form to CRM
Hello, I would like to create button in CRM and this button, after click, shows me the widget of my form I made in Creator. I was trying to add widget in setup of CRM (where I used external URL. url of my creator form) and connected it to the button
Function-19: Add leads to campaign records at the click of a button.
Welcome back everyone! Last week, we learnt how to update the lead records with the Notes and Activity count. This week, let's look at a custom function that adds the leads to campaign records at the click of a button. Business scenario: The Campaigns module in Zoho CRM helps you plan and run promotional campaigns effectively. The campaign record centralizes all the related leads, contacts and deals associated with the campaign. It helps you stay on top of cost, revenue, and the revenue pipeline
Not receiving notification emails
Dear Sir, We have configured to receive notifications from "Settings". But we are not getting any notifications. Am I missing something? Pl advise...
Agent cannot reply to ticket
Some users/agents have had some difficulties responding to tickets. When the user tries to respond to a ticket by clicking on the “reply all” icon, no action happens. This only happens for some users, but this agents have the exactly same permissions
JunkMail Rejected - BarracudaNetworks.com
I attempted to email a client yesterday, and received the message shown below in reply. Your assistance in resolving this would be greatly appreciated! Reporting-MTA: dns; mx.zohomail.com Arrival-Date: Wed, 13 Jan 2021 08:57:52 -0800 Original-Recipient:
Associate Survey with Potential, and not the Contact
Hi there...It seems as if the surveys are associated with the Contact in the CRM.....that is fine if you are asking people their opinion about your overall company. We work with clients on specific projects and would like to send them a survey about the work we are doing in a Potential. Is it possible to see the Survey in the Potential that is sending them the survey (from the CRM)? I know that I can map fields from the Survey into the Potentials module, but that clutters the Potential with all
Seperate departments from categories in Community
Hello, It would be nice if we can add a category in the Community apart from the departments. Our use case is: We have one support department but want to have more than one category in the community. Therefore we now have made more departments. The problem
Remote Work
I like Cliq's Remote Work but I believe Connect is a better option for our business. I think Remote Work is a perfect option for Connect as well. Is there a current path to getting Remote Work in Connect?
Remote jobs
Hello, When we publish a remote job, a line appears at the end of the job description. This really does not make sense to have it there, as we can find this information at the top and on the right too. Thanks Olivier
FREE WEBINAR: Next Level Sales Growth in Zoho CRM - How to Automate Everything in Zoho So Your Team Can Focus on Closing Deals
Zoho CRM is a powerful sales tool that more and more businesses are adopting as part of their growth strategy. Its wide range of enterprise-level sales automation features unlocks sales teams’ potential by shifting their focus away from time consuming
Cliq and zoho one
We use zoho one for a small association and have subscriptions for our employees. We would like to use cliq as a platform for the membership. So the question is can we use cliq to share documents in a central library and also how do you set it up?
Zoho Mail - Issues with sending and receiving mails
All, We would like to let you know that Zoho Mail is currently experiencing technical issues in sending and receiving emails. Due to this reason, the processing of emails is getting delayed and a queue backlog is currently being observed. Our backend
Able to distinguish layout types in Referred by Lookup?
We sell two types of insurance at our company, personal and commercial lines. We have one Contact Layout for Personal, and one Contact Layout for Commercial. There are instances where one Contact may have both Personal AND commercial insurance with us,
Wrong encoding in sender name with Exchange and Outlook
When Outlook is set with Exchange ActiveSync account (msync.zoho.eu) sender name is displayed in wrong encoding. Instead of showing my name in cyrrilyc "Максим" (UTF-8) I see "Максим" (displayed in CP1251). Found workaround: change username in organization (from control panel) to use only latin letters. I tested with IMAP and Exhange accounts, the differences in emails source code are the following: Headers, sent from IMAP account. Name is displayed __correctly.__ From: =?koi8-r?B?7cHL08nNIOTJzMHO0c4=?=
Zoho Mail as SMTP server for Zoho Desk
Can we use Zoho Mail as the SMTP server for Zoho desk? If so, what are the sending limit per hour for the smtp server?
Weird bug with API
Good afternoon, I may have found a very strange bug. On a blank sheet named "test", I create 3 columns with headers in the first row : "type", "color" and "check". I input values for 2 rows : "car", "blue" for the first row, "car", "yellow" for the second
Ticket count by status by day
Hello, We would like to follow ticket count by status by day to understand our backlog evolution (open and pending tickets). We have tried to achieve that kind of reporting with the "Reports" module but did not found how to do. So far we have managed
Rejected emails.
I have my account email and two aliases setup. The issue I am having is I receive ordered from pixiesetmail.com, but the emails get rejected. Not sure if on zoho side or pixieset. But if I setup their service to deliver to one of my aliases the emails
Closed Tickets Not Displaying
Starting this afternoon, my closed tickets are not showing up. They were there this morning. I have to search for them in the search bar. Anybody els having this issue?
Creator Permissions randomly get destroyed when updating an individual permission.
This is the second time this has happened to us. Inside of our creator app, we were editing one of the permission groups. In the final column 'More' where you specify view all / modify all / etc for each form, we changed a single module to allow a user
Images partially or not loading in Zoho Sites
I'm not sure when this started, but all Zoho Sites I have tried today are either not loading all images, or partially loading images. The worst is Safari on Mac where an image starts to load then stops and becomes blank. Some images load, but most don't. In Chrome on Mac if you keep reloading the page perhaps 10 times, the images will eventually load. In MS Edge on Win10 the images that don't load on a Mac, partially load so you have the top part of an image followed by a solid grey box. A timeline
Zoho Notes could do MacOS Stickies so much better
Hi, I really like MacOS Stickies in how it's designed. Unfortunately it doesn't integrate with Notes Sync. Since I anyway prefer Zoho Notes over Apple Notes it would be just great to have floating on top notes in Zoho Notes + the opportunity to scale
Widget inconsistencies across iOS, Android, MacOS
Hi, it would be great if you could look into aligning the following missing Widgets configurations: Android Widgets don't include linking to a specific note Widget type iOS Widget linked to a specific note is not available in bigger sizes than the (useless)
Pricing in USD
In Canada ZOHO charges Cdn for Books but USD for ZOHO One - Why is that?
Tip #27: Preview your files before downloading
Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series helpful. In today's tip, we'll show how to utilize the preview option before downloading the required data. As part of its user-friendly interface, WorkDrive lets you preview
Invalid Client Secret with WordPress
Hi, im trying to connect my wordpress site with ZOHO Mail Plugin, but this give me an error when i try to give "Authorization". I have another sites with this plugin and i have not problem, i dont know what is the problem. Please i need help.
Knowledgebase Permissions
Hi, Does the knowledgebase for each department stay separate from one another? I.e. an agent from one department cant see articles entered into the knowledgebase of another department? Thanks
Support Email Address limitations
I am having issues with the limitations of the Support Email Address. The docs describe that you can have unlimited From Addresses but only 100 Support Email address (Enterprise). However, this does not make sense. Scenario: xyz@mycompany.zohodesk.com
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