Multiple Portals - Sales IQ
Greetings. I find my SalesIQ is starting to become cluttered with several websites. Is it possible to have multiple SalesIQ portals? Thank You.
Error 553 - relaying disallowed
I can send emails, but i cant' receive them. What do i do?
Ticket report based on time range
Hi Team, How do I get a report on number of tickets assigned to each agent based on time range. E.g. I want to get a report on how many tickets assigned over 3 months to an agent from 8am to 3PM .
IMAP account service for two website
Hi, I need to operate emails from two different IMAP accounts. But in Bigin, I fear there is only one account at one time. How can i add second one? Please guide.
problem setting up signature
when attempting to create a signature for any email account the message 'internal error occurs' consequently not allowing any signature to be set up.
Where can I find my CNAME Code (starting with zb...)?
I accidentally removed my zb code from godaddy domain Cname parameters. Please provide me with my zb code. Its urgent. Thank you.
Recover zb code
Hi, I was trying to solve some problems with the mail service and I accidentally deleted the CNAME and I can't recover my zb code. Can you please provide it to me? Is it also possible to check and understand what is the problem with the mail? I do not receive mails (553 relaying disallowed). I already set the MX records but nothing changes. Thank you
Reports on missed chats
Hi Team, Where do I find a report on missed chats?
Time tracking enhancements
Firstly, When stopping a timer, it would be great to have a pop-up like what happens when you stop a timer in Projects so we can add notes, mark billable/non-billable and perhaps set the Ticket Charge Type. Secondly, it would be very nice to have quick access to timers like Project has with Global Timers. I know it can be accessed by clicking on Recent Items | Timers BUT having one-click access to an icon that represents time tracking would be nicer (better usability). Thanks, Scott
Double opt-in on forms
I see that you're supposed to be able to turn off double opt-in on forms, but when I create a signup form I don't have that option. I need to know how to turn off double opt-in. Thank you.
Populate Creator from with CRM fields
Hi there, I tend to make things more difficult then they need to be as I have proven multiple times while setting up my back-office in Zoho. So before I delve into deluge I would like to know this. I am setting up a customer portal through Zoho creator
How to store information that is not a lead or a company
Hello All, We're new to Zoho CRM. We're migrating from Pipeline, Agile, Act and others. I'm beginning to understand Zoho's metaphor for leads, customers etc. but I'm unclear what to do with companies/contacts who are not customers (or potential customers)
New Features rolled out on Dec 14, 2020
Merging User Filters Enhancement Merge User Filters in Dashboard has been enhanced to support all data types. Previously, only text column based user filters could be merged. Now you can merge user filters with all data types such as number, date, email,
IPad app for Zoho Social
Do you have a iPad app for Zoho Social? Am ready to use even if it is in beta version. PLease let me know!
Running 2 brands from same FB
Hi I have just signed up for Zoho as I run 2 brands on my social media for 2 companies I own. I have tried to add the second brand but its not letting me add my second FB page which is attached to my personal FB profile. Is there away to add a second
Adding a department assignment to a project or job using deluge / Flow
I'm working on getting Zoho People to add the same three departments to each project and job. I'm attempting to use Zoho Flow to accomplish this but there doesn't seem to be a way to add a department via Zoho Flow. Which leads me to create a custom function
User Accounts Aren't Joined Up!?
Hi guys, I love everything about the Zoho apps. I think CRM and Desk are particularly brilliant but there appears to be an obvious issue, which I really hope can be resolved. Whilst records from the CRM are technically linked to the Desk, user accounts
"Your Browser version is not supported!" warning on Chrome
Hello, I keep getting blocked from entering Zoho CRM due to a warning that my browser version is not supported. I have updated my Chrome several times and it is the latest version. See screenshots below: Warning: Current browser version: Please let
Duplicate Zoho Site
Good day. Our Zoho Site (Legaltek.co.za) is in the process of being transferred from current owner amb@censea.co.za to info@legaltek.co.za. We would like to create a duplicate of the site. Owner to also be info@legaltek.co.za. Greetings Ceejay Els
Unable to load images for Twitter
I keep getting error messages when trying to post images for Twitter, even though they are sized correctly. I've resorted to posting directly in Twitter and these work OK. Anyone know what the problem is? If this persists, it defeats the object of having
Where is "File transfer" on the side bar?
Customer Support: I do not find "File Transfer" on any menu anywhere, nor have I been able to find ANY help relating to this!! Yes this is on a Windows 10 computer both remote and host. It is not on the left side menu in "Remote Support" or the "Unattended
New Vault Extensions unacceptable
It takes twice the work to execute one website. New face but doesn't work as well as previous. I want old one back or will look into another system. Too bad. It was fine before !!
One to One sharing
We use Zoho Vault for business and I want to use it for my personal stuff. But I don't see One to One sharing and I may need to share some passwords with some people.. nothing crazy but something like the One to One sharing feature from LastPass free
Automatic territories assignment does not work anymore
Hi, The automatic territories assignment based on user's territory was working but not anymore. Last friday, I wanted to test the CRM for a B2C model and to do it, i uncheck "mark as mandatory" for a company to a lead and account to a contact. When i
Building a Zillow - Related List Widget for Zoho CRM
I am trying to follow the steps on this page below to install Zillow into my Zoho CRM but I can't seem to get it to work. Does anyone know how to get this to work properly? I think it may have something to do with the step on Importing the Zoho JS SDK,
Can the new 2021 Microsoft Outlook add in sync calendar events like the soon to be discontinued plug in did?
We relied heavily on creating outlook events and categorizing them as "Zoho" with the legacy outlook plug in. While I'm LOVING the new add in, I don't see anywhere we can setup Calendar sync. What can I do?
To err is human: Let Zoho Sheet's Spell Check handle typos for you!
Working together with your team under a tight deadline, without a lot of room for human errors? No matter what field you're in, misspelled words and typos make your otherwise splendid spreadsheet look a little unprofessional. Worry not! Zoho Sheet is
Customer/ Vendor Statement
Dear Sir/ Madam, The customer/ Vendor statement, when generated through the mobile app cannot be done for the ouutstanding bills/ Invoice. Please can you add this facility?
How to giving a sequential id number to each new contact
Hi, One of my contact wants to etup his CRM so that each new contact get an ID, from a sequential list. I could set a number field in the contact form to save the value, I could use a workflow to save the value in the form. But How / Where do I get or
Change color of report action buttons
I have created a field as a flag to whether a document is pinned or not. I've worked out how to do this from the report using action buttons, and am currently using another field to show if it's true or not. Is it possible to conditionally format the
Tip #7 - Ending your Chat session smartly
Is my customer online now? Will I get a reply for my message? The chat is Idle for long time, should I wait? These are some of the common questions for a chat support agent when the chat is Idle. There is no reason to babysit idle chats, as they aren’t going anywhere, utilize your resources wisely. If you are not sure on the customer status on the chat, you have to ping the customer to know whether the chat is alive. Do we have any other option? Yes, LiveDesk gives you an option to end chat sessions
Zoho Books from Mashreq Account
I had taken a mashreq account after confirming that they will have Zoho books and other features, I a free version of zoho. I tried access the same through Mashreq portal and It says " You are already subscribed to Zoho Account for an alternate product
Previous Lead Status
Is there a way to search based on the previous lead status and not the current lead status?
Contact name vs contact roles in deals
Why are they 2 ways of adding contacts to a deal? 1. Contact name ( standard field - lookup ) 2. Contact Roles ( related list ) The process in zoho is first create a lead then convert it to an contact, account and deal. So instead of adding contacts in both 1. Contact name ( standard field - lookup ) 2. Contact Roles ( related list ) can I not just use the 2. Contact Roles ( related list ) to add/ associate contacts to a deal? and incase there isn't any contact for that account I can create a contact
Laggy Zoho Assist with multiple screens
Hello! I am super greatful I am able to now see multiple screens with Zoho assist. But I find it very laggy. And screens often shift places. Example: A screen will be in the middle of my monitor, but then I will click on it, and it will shift to the
Zoho CRM Requiere fields Bussiness name
Hi, im creating a form on Zoho CRM, but dont let me uncheck the require field Business and Last name. I need only Name and Phone, how can i change that? Thanks.
Creator Multi Select
How do I add and remove data from a multiselect field with deluge ? I want users to tick a box to "pin" a row so I have constructed a lookup multiselect box that addes users who have pinned.... if they untick the box I want to remove the current user
Populating Form's Subform from unrelated Report
Hi Guys, I’m trying to make a button in a report that, when multiple records are selected, it will run through the records, collect some of the fields from the records, then open up another form in a popup window and populate it’s subform with said fields.
Stop auto scroll with time.
I am wanting not have the calendar scroll down with the time. I would like to have it stay static at a certain time.
put record to zoho CRM in zoho Creator
Hi, How put records to zoho CRM Invoices Module of Product Details in zoho Creator ? Please write an example with me,Thank you very much.
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