[Webinar] Why do Accounting Firms Need a CRM System, Presented by CPA Ty Hendrickson
Hello accountants! We hope you and your clients are well. For accounting firms to succeed, they need to engage consistently and directly with every client. That means having a multi-functional system for managing every client relationship so no one falls
Expense for Potential Report
Dear Zoho , I am under Zoho one, integrated CRM and Book. We have one situation is that : We can do record Expense for Potential in Zoho Book and but we are unable to run profit report on particular Deals / Sales Report by specific Potentials ( Deal ) that shows : - Sales amount by items - Cost of good sales by items ( if possible ) - Expense items - Profit ( total of all above ) and Report by all potentials ( Deal ) : same with above , but summary row instead of iteams, but show all potentials
Time Spent Placeholder in closure email notification
Hi, I'm wondering if there is a placeholder for TimeSpent field . It will be ideal if I can inform my customers, at the closure email, how much time an engineer spent on that ticket. Thanks in advance Christos
Can't Get Thunderbird to Accept Zoho Mail Account
I'm using Thunderbird 78 on Windows 10. I have Zohomail set up with an phone confirmation when I log on. I've generated and used the app-specific password from the Zoho website. And Thunderbird still tells me that either password, account name or configuration
milestone Gantt chart improvement request
I'm a big fan of having milestone Gantt charts across projects. its one of the reasons im considering switching over from teamwork.com over to zoho one. in milestone gantt, id like to get an overview of all my milestones across all projects. currently I can with your milestone view, but its a little hard. 1. the milestones seem randomly sorted, can we have a sorting option? maybe sort them by project and then by date? 2. can we color code milestones based on project? right now they all are red....
CRM-Form Integration: How to map in the CRM options from option-fields?
Dear All, I have made two forms in two different languages and I have integrated them with the CRM by mapping fields. So far, so good. The problem I am facing is that the form is adding the information to the record as it is and I can not find a way to
Dashboard filtered by Campaign > Member status
Hello. We have the issue of having to manage multiple different campaigns at the same time, and one lead may have several active campaigns at the same time. The optimal would be managing this with the Member Status for each Lead+Campaign, but we have
Vendor list
It would be great if I could jump to the last page of vendors instead of having to keep clicking to see the next page until I get there. I should be able to skip to page 5, or maybe skip to the letter S.
Zoho Spreadsheet Stuck / Loading Screen
My Zoho Spreadsheet keep loading and stuck. please assist.
Holiday email tips: Designing ecommerce email templates
We have already entered the holiday mode with our last tip on designing email templates. This is the first instalment of our four-tip series dedicated to Ecommerce holiday email marketing. Ecommerce is one sector that experiences an increased traffic
Alias EmailID already exists
when i try to add info@Najlaboutique.qa as user or email Alias i get Email address already exists or Alias Email Id already exists i need to fix this problem asp i'm making topics and tickets for 2 days but there is no progress please help
Alias Email Id already exists
i need to add info@najlaboutique.qa as Alias but i get Alias Email Id already exists and i'm sure i dont have it
Zoho People API - two version of API, with different endpoints
Hi. I'm working about switch my applications from auth-token authorization to OAuth. But I discover that Zoho People have TWO version of API documentation: https://www.zoho.com/people/help/api/overview.html - in this one, tab "Authentication token"
Facing Fatal Errors in every single mail
Dear Zoho Team, From today morning i am facing Fatal Error problem in my zoho mail. i have not received a single mail today. Pls advise me a solution ASAP Urgent. My zoho ID: depot@yncontainers.com Regards, Haji Shaikh
Adding Skills and to Non-users in Zoho People
How would I go about adding skills to non-users in Zoho? Is that possible? With our organization is is not necessary to have all employees as active users. The same goes for salary. Is this possible to add to non-user profiles? -Chandler B.
OAuth - grant_type:refresh_token - {"error":"invalid_code"}
I was follow the instructions in the link bellow and I have a problem step 3 not response ”refresh_token" : https://www.zoho.com/people/api/oauth-steps.html How I get the authtoken?
Custom buttons
Is it possible to create sub menus in custom buttons ?
la video se corta, la voz se corta, va lento, no funciona bien
No tengo buena conexión con ninguna de las reuniones que hago, se entrecorta y es imposible mantener una conversación fluida. Cuando se va algún asistente de la sala se queda bloqueado un tiempo sin poder eliminarlo. todos los usuarios que invito me dicen
Bug report - Undo Send
Hi there, I've just noticed in the email settings that I am unable to edit the 'Undo Send' duration. The section says you are normally able to edit it between 5–30 seconds, but the input box is unable to be edited. Not working - Undo Send This contrasts
Sort data by Date in Collection
Hello, I am fetching data from multiple forms and i am trying to sort the data by date wise.But i am unable to get success in that. Following Eg. is the way i want Invoice No. Invoice Date Purchase Qty Sale Qty 15
Why Do I have to remove contacts from list at the end of an auto responder?
I am setting up an autoresponder for welcome emails At the moment I will have a customers list, which is imported from zoho CRM at the end of the autoresponder I have to remove the contact from a list?? why?
Help
How many mails can I send in one time?How many mails can I send in per day?
Export merged Writer document in editable format
Hello! From CRM, I can create a Zoho Writer document as a template for mail merge. This document can be saved in different formats, like PDF, Word, etc. When I do a mail merge operation, the document gets opened, and then I can preview the merged result.
Exporting regularization requests through Advanced People Analytics to Zoho Analytics
Hello, I was wondering if it is possible to connect the regularization requests report to Zoho Analytics using the Advanced People Analytics add-on. Currently, I don't see any way to do this except manually downloading the file as a CSV and then uploading it to Zoho Analytics. Thank you for your help.
Changing default account settings for IMAP and POP
I plan on adding 50 users to my organization. I would like to have POP off, and IMAP on by default for new accounts I create. Is there a way to do so?
forwarding mail containing bills to zoho books
Hi I have been working a bit with Microsoft C5, where it is possible to forward the bills you get to the system. Is that possible in zoho/books?
Phone Bridge Twilio
We are using phone bridge with TWILIO, everything is working great, except we are having this 2 problems: 1. We can not make a call back to a new client if we miss their call, it will show up in the activities tab as missing call from .... but you cannot
No right-click menu on mail folders
If I right-click on any of my mail folders no menu appears, nothing shows at all. Because of this I am unable to delete or rename any folders. Laptop with Windows 10 Pro 2004 and Pale Moon 28.15.0 (64-bit) browser.
Leave Balance Report - Sorting and Customization
Hi, How do I sort, add/take out column or customize the leave balance report? Seems like there isn't any option for me to do that. Appreciate for any input in advance.
Unknown Error when using User Role to set Field value
I have a form with a "Location" field that should be preset if the Role of the user filling in the form is "Storekeeper". I therefore have the following 'Created or Edited' -> 'Load of the Form' workflow: if(thisapp.portal.isUserInProfile("Storekeeper"))
Can't add third email user to free account
I can't add a third email user to my free account even though I'm a super admin. Help. Thanks. Michael
Using allocated API calls every day
Hello, Is anybody else having a problem with limit on API calls using WooCommerce and Inventory? We are using our limit before the work day is finished. This is causing incredible problems. Information won't load to website etc. I would appreciate any
Needing Zoho Expert with Automotive Parts distributor customer base
Hello, Our company is an importer/distributor of aftermarket parts and accessories. We cater specifically to the B2B customer with a focus on resellers (dealers). We that we would like to connect with an experienced Zoho consultant with current customers in the industry. We would also like this individual to have some working experience with O365 and zoho integration. These are the TWO KEY criteria. Can someone help? Thanks
What can you do with Zoho Forms and its Integration with Zoho CRM?
Hello everyone, This post will highlight the benefits of using Zoho Forms and the importance of integrating Zoho Forms with Zoho CRM Using Zoho Forms, you can create a customized form, suitable for your business requirements and send it to your customers for collecting information. Creating a form is simple using the WYSIWYG (what you see is what you get) editor, which allows you to drag and drop the required fields onto the form builder. Whereas in Zoho CRM, all your customers' details are stored.
How can I see the total number of e-mails?
How can I see the total number of e-mails in Zoho Mail?
Integration with Zoho Forms
Hi is there any ETA on Zoho Forms integration with Bigin?
Why doesn't my auto-number field show on invoice and format question
There's a note under the Auto-Number field that says it is not visible when creating or editing the invoice? Why? Also, if I try to define the next number as "00000x", it gets changed to "x" stripping out the leading zeros. Is there a way around t
Response does not include refresh token
I have created a "server-based application". I ran the code on terminals. `` ` $ curl -X POST https://accounts.zoho.com/oauth/v2/token \ -F "grant_type = authentication_code" \ -F "client_id = {client_id}" \ -F "client_secret = {client_secret}" \ -F "redirect_uri
Enhancing the Customer portal in Zoho Desk
Hello, We would like to enhance the customer portal in Zoho Desk so that when a customer signs on he would see a dashboard of his companies tickets. The Dashboard would look a lot like the overview page that is viewable in Zoho Desk, see the attached
How to include data from related record(s) in an email template.
I'd like to trigger an email if an account status changes to cancelled. That's the super easy part. What i'd like to also do is include information from any related potentials so that we know who the last potential owner was and how much that potential
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