Group Email for Customers
Hello, It would be great if we were able to create email groups (for customers) to send emails to multiple contacts. For example, each account would have an email group for all contacts associated with that account. That way when their renewal is due
Email can send but not receive
I am having difficulty receiving email. I have checked my MX records and they are correct I get this error
Deep/complex UI
Is it possible to create a form that allows you to work with more than 2 levels. For example, creating an order to sell widgets. Each order will have one or more widgets. Each widget can have a different size, and number/type of drawers (e.g. 1 ring
Date filter on total sales
Hi, Could anyone advice how to filter out the particular period customer sales invoice. For example if i would need to check the sales for the month of November 2020 or for particular days. Regards Munish
Opening balance supplier and payments
Hi, since I had some suppliers with opening balance from previous period (before migrating to Zoho books) I made some manual entries. Then in Zoho book I manually recorded the payments but there is an issue: Zoho cannot find the opening balance so marks the payment as excess credit. If I go in the statement for the supplier it's fine: it has the opening balance and the payments and they close fine, but in the overview for the supplier I have unused credit and debit both open for the same amount.
Can I delete multiple tasks at once?
Can I delete multiple tasks at once?
Contact Roles importing frustration.
Please tell me I am wrong. Is it possible to assign Contact roles via importing WITHOUT having to: First importing Contacts > Then importing Accounts > And only at the end importing Deals... Eventually with NO option to map a Contact Role column ...
Importing 7000 products with Track Inventory field enabled?
I would like to import 7000 products into Zoho Inventory, but when I do this I cannot import these with "Track Inventory" enabled. I cannot understand why this happens and I am not sure which field needs to be checked to have this happen by default.
CRM Lead Creation - Mandatory Fields
Hi Team, We're encountering an issue when trying to set up a journey that ends with a lead being created in the CRM. We have a few mandatory fields in the standard Leads layout to control the information our sales team are entering. This seems to be stopping MH from creating the leads as the CRM is rejecting them due to those fields being blank in the MH data. The Journey report only shows the lead was skipped, however upon checking with Zoho Support they said it's because the fields required by
Zoho CRM Email Font
When composing emails in Zoho CRM, I am using the default Verdana font. But when those emails come into recipients' Outlook, the font gets changed to Times New Roman. How can I avoid this?
Sent Email In Queue
Not sure why this is taking place, never had an issue with Zoho until today. Is this is a site wide issue or just in my case. Any help would be great thanks!
Zoho Projects not loading any content
Hello, Our zoho projects is not loading any content. Tried on different PCs and also my mobile browser. It loads the UI but no projects, tasks, not my account etc. Issue tried and confirmed on: Apple/Chrome Apple/Safari Windows/Chrome Android/Chrome(Desktop
how to pass basic auth using getUrl() function
Is it still the case that zoho getUrl does not support basic authentication? Someone suggested a workaround here, but I'm new to web programming so I'm not sure how to do it. https://help.zoho.com/portal/en/community/topic/geturl-posturl-cannot-pass-authorization-key-in-header-map Does it involve setting up another server to run PHP and have my ZC app talk to that PHP for every single API call? Any someone elaborate?
Web to Lead form validation
Hi, I hope I'm not missing something obvious but I can't see a way to validate data being entered on the CRM web to lead form. For instance, if you have a field in your leads table called 'event date' that is mandatory, and you include that on your web
[Webinar] 2020 Rundown: 40 Key Features In 40 Minutes
Hi there, Let's gear up for 2021! At Zoho Analytics, we're consciously realigning our efforts to meet your ever-changing business needs, amidst today's looming uncertainty. We're more excited than ever before to help you transform your business with powerful
Zoho mail smtp settings for cpanel wordpress site
Hi my domain is hosted by cpanel and I have a wordpress site on it. The emails for the domain are hosted on Zoho Mail. I have the correct configurations set up to receive and send emails for my domain using Zoho servers. The MX Records in CPanel have been set as follows: 10 mx.zoho.com. 20 mx2.zoho.com. The remote mail exchanger option in cpanel has been enabled so all emails are routed to Zoho mail servers. To enable emails on the wordpress site, a plugin called SMTP Mailer has been installed. The
Is anyone paying for Zoho Commerce PRO?
Hi. I am using the Starter Plan, as I cannot afford paying 3x the fee each month, and I do not need most of the Pro features as my business is very small and I prefer to pay for Zoho One instead. But I need some of the features as e.g. abandoned cart.
Retrieving custom field into Zoho Creator from Zoho CRM
I have one integration field that provides me the account name from the accounts module in Zoho CRM. It works fine. I would also like to populate another field with a custom field value in the Accounts module for the same account. For example the account
【12/17(木) 16:00-】ユーザー同士で情報交換を行う、グループディスカッションもあります。オンラインMeetup Vol.4 開催のお知らせ
Zoho コミュニティチームの今成です。最近寒くなってまいりましたが、みなさまいかがお過ごしですか？ Zoho Japan Communityでは、今年最後のオンラインMeetup（ユーザー交流会）を開催いたします！以下、詳細のご案内です。 ーーーーーーーーーーーーーーーーーーーーー ＜日時＞2020年12月17日(木) 16:00-18:00 ＜参加費＞無料 ＜開催方法＞オンライン ＜概要＞ 前半（16:00〜17:00） 自社活用事例「Zoho 社員は、1日の中でどのサービスをどれくらい使っているのか」（ゾーホージャパン株式会社 コミュニティチーム）
Territory API - add territory
hello, It would be great to have the possibility to populate the territories through API as one may have hundreds of territory to type.
Approval Process - Reminders
I have a single level approval process that is kicked off on create within a custom module. There are multiple approvers, any of whom can approve it. The issue is that when the process was initially put in place, the approvers all leapt on the notification
Unable to login my account why is that?
cant have access to my email account what should i do?
CRM - Territroy Hierarchy - Adjustments
Hi. We are setting up a zoho crm - territory fields for each state and some states have sub catagories. We built Texas first but now we are finding that adding Arizona puts it at the bottom. Do you need to build it the way you want it i the beginning
Submit to Client
Hi, I am new to Zoho, so I will probably be on here a lot. I trying to figure out how to submit a candidate to a client, but the only option I see is "Submit to Hiring Manager" from the candidates section of the active role I am in. I also don't see
How can I disable dragging events on the calendar
I need to disable dragging events in my calendar. This needs to stop. Events should not change because my mouse is moving. Events should only be effected if I right click and make a choice to do something. My job requires managing half a dozen calendars
Pick List Options When Creating a Forum Post
I just made another post which made me come across the "Category" drop down that is part of creating a new post. I think the amount of Category choices and sub category choices are not user friendly. It was very cumbersome to have to scroll through the
What (if any) reason would there be to NOT use bidirectional for all relationships?
I'm trying to understand a situation where one would NOT want to use a bidirectional relationship. It seems bidirectional relationships provide more flexibility with data manipulation in the future, and it seems it would be tough to move from a unidirectional
Not receiving emails
I'm not receiving emails sent to my mailbox. I tried testing it by sending an email to my gmail account, it was sent without a problem. I replied from the gmail account to my Zoho domain address, the reply never came. I have done it a couple times and
Signature Capture
Hello All, I would like to actually capture a customer signature at the end of a service call. We use Zoho CRM and have added a number of custom fields to the CASEs feature. Right now, the customer signature is a text field. Looking at all the customer
Getting an Error when trying to go to Zoho Campaigns
When trying to go to Regular campaigns I am getting the following Error: An internal error occurred while adding your email address. In looking through some forums we did find the following: https://help.zoho.com/portal/en/community/topic/error-an-internal-error-occurred-while-adding-your-email-address
Mass Convert Your Leads, Quotes and Sales Orders!
Gone are the days when you had to convert your records one after the other. For example, if you had to convert 50 leads to accounts and contacts, you had to convert each lead one by one. Well, not any more! Now you can convert them all at one go. Mass conversion of records also applies to conversion of quotes and sales orders. Besides mass conversion, you can now also automate conversion of records by using workflow rules. Read on to know more. Mass Conversion of Leads There are two ways to mass
Hiding/Deleting blank rows and columns Zoho Sheet
How do you do this?
Tracking days in stage for pipeline in custom module
Hello, We have a custom module in which we track the different onboarding stages for our SaaS platform. Ie: New Onboarding Planned Account Prepared Onboarded Login sent Service Call I would like to create a dashboard report that shows me the average time
Can use Zoho and Mailgun togather
I need mailgun to send email to the client, and use zoho to interact with client, is it possible? i already connect domain with zoho, but it only can send, cannot receive email.
Auto Decimal Function
I'm just wondering if anyone else is affected by this? Following an update last week a lot of my already created reports have suddenly started showing decimal points at the end of a table row. e.g. If a table was showing 2 visits - it's now showing
What's new on Zoho Marketplace for November 2020
Zoho Marketplace houses 1000+ extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in November 2020. Pabbly Connect for Zoho CRM Integrate Zoho CRM with 400+ business applications using
Cliq: Apple App, select speaker option
How to select audio output from Cliq Apple App to BLE rather than speaker so that it linked to Resound Hearng aid.
Get Records API from "Deals" does not return "Associated_Products"
Hi there, Does anyone use the Get Records Api with "Deals" module as ressource ? On my hand, when calling this API, it does not return the "Associated_Products" array !? Is anybody facing the same issue ? Thank you
Contact reminders
Looking for help setting up reminders to contact contacts by customer type. Thinking home screen would have a new list every day of 10 contacts or so to touch base with....a daily to do list basically. Cheers,
Products in the Deals are dissappearing
Hi, When I drag the "Deal" to the next stage of the sales pipeline and back, the "product list" in the Deals disappeared. Does anybody encountered thesame issue? How to retrieve the product list in the deals? How to prevent? Thank you. Regards, Ronald
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