IMAP integration
Will IMAP email integration be coming to Zoho Recruit soon? I use it with Zoho CRM and it is very helpful.
Zoho Recruit enterprises Edition support IMAP integration
Does Zoho Recruit Enterprises Edition support IMAP integration.Thank you
Email Signature Manager for an Organisation
Hi, I was wondering whether you can set an email signature in ZOHO and it is automatically filled in with details for each account? So that the Administrator can change each email signature from the Control Panel, and not have to log into each account to change it? e.g - to add advertisements Thanks, RBAV Information Technology Services itservicedesk@rbavinc.com.au
Is there a way to create a mail merge document and attach it back to Zoho CRM deals using Deluge
Hi Zoho Writer team, We are currently using Zoho Flow to create and email mail merge documents (using the "Send Mail Merge" action within Zoho CRM App). We are now trying to use all the details from the deal to create a merged document (using Mail Merge Template within Zoho CRM) and then attach that newly merged document to the Deal within Zoho CRM. Is there any way to do this using a Zoho Deluge script?
Automatically assign primary account contact to child accounts
Hi there, We'd like to assign an account's primary contact to all associated child accounts. I have created a checkbox custom field under the contact form and I have created a multi-lookup field as well to ensure the contact can be assigned to multiple
Cannot view the Currencies tab under Company Details
Hi, I'm trying to format the BGN currency so that "лв." is on the right hand side of the price, not left. I came across this help page https://help.zoho.com/portal/kb/articles/manage-company-details#Set_Currency , however, I do not see the Currency tab under Company Details. Is what I'm trying to achieve possible and could you tell me how I could do that please? Thank you.
Complex Document Merging + Sharing with CRM, Writer and Workdrive
Hello everyone! I have the following complex request. All the parts can be done separately, bur there s nothing I can find that will automate this. Due to intellectual property constraints and personalized service, we would like to send to our CRM contacts
Tiny Tip Tuesday #33
NPS Calculation Net Promoter Score (NPS) is a key metric used to measure customer opinions and loyalty. It also gives you insights on the willingness of your customers to recommend your product or service to others. A typical NPS question would look like:
Starting With A Clean Slate
My company and business has changed. Is it possible to start from scratch by deleting all old info?
Suddenly cannot connect to IMAP using Thunderbird
As of yesterday afternoon, I cannot use Thunderbird to connect through IMAP: attempting to do so produces an error message saying that “the connection was refused.” I have tried troubleshooting already: • IMAP access is enabled for my account in the Zoho mail web client. • Login credentials are correct: I can indeed access my e-mail account through the web interface. • I can access a second Zoho mail account over POP3 when using Thunderbird. • All port and server settings are correct—and are unchanged
Recover deleted emails from trash
Hello, I accidentally deleted an important Mail from my customer from the trash Can you please recover the spam and trash folder of my mail account for the last 30 days? Thank you very much
Recover deleted draft email
Hello, I accidentally deleted an important draft email. Can I recover it ? Thank you, Newton Hieda
Moderating all responses
I would like to moderate all posts and responses in my community. How do I do this? I do not see options to moderate all posts. I only see an option of no moderation or moderate first post only. Even moderate first post is a bit mis-leading because it
Formula Field
Team Zoho, not sure if someone else has requested this but if there is a formula field available to be created will help us a lot and also ability to hide few standard fields which are not useful in our case. I'm open for a call or a screen share to discuss further Thanks & Regards, Ravi Chandra Panakanti
Bug with adding tables to desk articles
While I was working on a desk article I noticed that these triangles that usually help resize the table lie around at whatever position the table is resized. My article is now littered with these, which is really distracting. They do not appear in published
API And multilingual show ????? as document title
When uploading a Hebrew document manually - there is no problem. When uploading a Hebrew using API (Zoho creator deluge call - zoho.workdrive.uploadFile(<file>, <folder_id>, <file_name>, <override_name_exist>, <connection>); The title of the document
ERROR_CODE :554, ERROR_CODE :5.7.1: Relay access denied
I'm configuring the email account for XXX@catalogolibros.cl. The problem is that emails are only received sometimes (generally only once), and after that they get bounced back with the error: "XXX@catalogolibros.cl Invalid Address, ERROR_CODE :554, ERROR_CODE :5.7.1 <XXX@catalogolibros.cl>: Relay access denied" I've tried this sending from another Zoho Mail account, and from a Gmail account, and both present this problem. While testing from another Zoho account (XXX@espontanea.io), I also got: "Your
Manage your sales pipeline better to build your business
From the time a business acquires a lead, up until they close a deal - either won or lost, it is essential that they keep track of all the stages within the sales pipeline and ensure a smooth flow between them. So what is this Sales Pipeline? It is nothing but a systematic method that one follows to navigate between multiple stages through which a sales prospect goes - from becoming a lead to becoming a customer - and a sales pipeline helps you determine where exactly your opportunities are. Besides,
Emails marked as "read" in my Outlook inbox while connected with Zoho Mail plug-in
When I receive email, a few minutes after it hitting my inbox in outlook, it becomes marked as "read" without reading it. It should remain unread until I read not, not when Zoho "reads" it.
Red bar or flagging accounts
We should be able to flag or put an alert on accounts when they are in "bad standing" or need some sort of resolution. Say if we have added certain modules showing a client is defaulting, there should be a red flag on the main account so the rep automatically
show in a module a related field of an other module
Good morning, how i can show in a module a related field of an other? For example when i create an invoice i have to select a customer, and i have to insert manually the "terms of payment". I'd like to create a custom field in customer tab where i insert
Is it to possible to automatically translate a presentation via Google Translate within Zoho Show?
I would like to translate a presentation in English to Turkish within Zoho Show. Is it possible to use Google Translate within Zoho Show to automatically translate the full doc? Please implement this as a feature if not exists. Regards, Haluk
Outreach.io and ZOHO
Is there anyone using Outreach.io and Zoho ? Would love to connect to better understand how to leverage these tools most efficiently. I want to use Outreach to manage my daily task and log everything back into Zoho?
my website is not available in google search
hi... please help me my website which is created through the zoho is not available in google search? what to do?
[IMPORTANT] Zoho Forum Auto-Placeholder Setting
This feature should be a feature that is forum-wide, but does anyone know as to why the forum does not remember your place on the page when you click on a particular topic and then go back to it? It's SUPER frustrating and not to sound like a diva here,
Wizard navigation
I guess it should be possible to navigate between Wizard pages before submitting a form, but I can get it working. The Wizard for my Leads form, has two pages so I've created a button on page 1 to jump to next page, but when I try to create another button
CRM NATIVE INVOICE
Hi does anyone knows how we can change the layout on crm native invoice module? Or may at least how we can modify what appears on the invoice itself
Add field in contact to display current marketing group/email list membership
Hi all, I am trying to add a field to the contact view page that shows the membership of a marketing email list from our 'Marketing' tab in Zoho CRM. I would like to also be able to add a contact to that list (or multiple lists) from the contact view
¿Cómo utilizo el método save_url para guardar un documento localmente?
Buenas; Estoy utilizando Zoho integrations porque tengo como objetivo integrar con mi sistema en un futuro. Pero antes me gustaría poder realizar las pruebas corresopndientes. Estoy siguiendo esta documentación https://www.zoho.com/officeplatform/integrator/api/v1/zoho-writer-create-document.html ,
trigger workflow when a contact unsubscribed from email campaigns totally
hi, is there any way i could set up workflow when a contact unsubscribed from email campaigns totally, so i can call a webhook for that particular user? and what field would that be for the contact? also what api can be called to zoho to update that field,
Domain mapping for Zoho One?
I understand that currently domain mapping isn't available for Zoho One implementations. (https://www.zoho.com/projects/help/custom-domain.html) However, might domain mapping be considered in the future for Projects on Zoho One? Thanks Scott
My business
For a same brand i have 5 Google my business account. can i add all accounts to my zoho social account? So that i can post all at a same time And i can't link my insta account to zoho social. Can we bost fb and insta post via zoho? Can i get a contact
Custom Function Error "code":2,"message":"Invalid value passed for page_width"
Hi, I am getting this error when I execute a custom function in zoho books. I can't seem to find any information on the error message so not sure how to solve. Anyone have an idea what this error could be - "code":2,"message":"Invalid value passed for
Managing Functions... Version Control ... Command Center ... Automation
I am still new to developing custom functions. I have a custom function that pushes data from Zoho CRM to Zoho Analytics. I have associated this function with a Trigger in Command Center. I know have 6 versions of this function listed on the "Functions"
Custom Email Template Striping CSS
I have added a custom email template to my account and when I look at everything in Zoho it looks good but when I actually send the email out it seems to strip out the css in my email? Any idea why this might be happening? Thanks,
Missing/Incorrect receives total on Multiple Line PO
Hello, Does anyone else have this issue? See the photos below, when a bill is added to a PO, the PO receives total only updates for the first line of the invoice. Thanks
Community Digest: un resumen de diciembre de 2020
Community Digest de diciembre de 2020 ¡Hola, comunidad! Diciembre ha sido un mes de hacer balance de un año realmente desafiante para todos, a muchos niveles. Si bien nos hubiese gustado cumplir con los objetivos y actividades planificadas a principios
Apple Plugin?
Does any Apple plugin for Zoho CRM exist? Especially Mail sync ?
Outgoing Mail Blocked
My outgoing mail has been blocked for "security" reasons. I assume it's because I tried to unsubscribe from several spam emails in a short period of time? Could someone please tell me how to unblock my outgoing mail? I've sent a couple of emails to support
Add shipping to quote
Hi, I find it strange that there's no option to add shipping to a quote. Am I missing something? Thanks, Quinn
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