No emails coming through
I am not receiving any incoming mails currently, but can send emails out. I sent a test email from my gmail account to my inbox on Zoho and got the following error: DNS Error: 672840 DNS type 'mx' lookup of idleads.co.za responded with code NOERROR 672840
Working with ZoHo with subscription based business model
Hi, We have been happily using ZoHo for some time now. The only problem is that due to our subscription based business model, we cannot configure ZoHo to work optimally, since it is build around traditional business selling products. Ideally, we would
Zoho CRM Blueprint + Module Task = Deluge?
Hi Wanted to know if its posibble to integrate from blueprint and when the trigger its pushed i want to making task + popup on the excute time trigger wish to know if its possible and also if somebody write for me a deluge?
Workflows not trigger when created by a function..
I can't figure out how to get my workflows that are set to be triggered on record creation to trigger when record is created using a function. The function creates a record in a custom module when deal is set to won, it works just fine. The workflows
Email Blocked
I was getting an error about the E-mails being blocked. Is it possible to get unblocked as well instructions on how to find see what E-mails were going out that might have been suspicious? I verified my domain about 30 minutes ago, which hopefully will
ユーザーさんが自社活用例をざっくばらんに話す、ミニMeetupを開催します！（電話連携 編）
普段よりZoho サービスの活用事例を投稿くださっている西尾さんから、「もっと気軽に活用例を紹介する機会が欲しい」という持ちかけをいただきました。 せっかくですので、11月5日(木) 16:00より、西尾さんから活用例をざっくばらんにお話いただく、「ミニMeetup事例共有会」を開催したいと思います！ 前半は、自社で使われているZoho CRM の電話連携(Twilio 連携）について、後半は、皆さまからのご質問や最近使っている機能などを話していただく時間にする予定です。 ご参加人数によって、開催方法を検討したいと思います。現時点で結構ですので、ご興味のある方は以下のフォーム入力にご協力いただけると幸いです。
CRM api - Sales Order get_relatedlist_products
The docs appear to have conflicting information on related records: This https://www.zoho.com/crm/developer/docs/api/getrelatedrecords.html#Request_URL claims that all modules and lists are supported. But this https://www.zoho.com/crm/developer/docs/api/v2/get-related-records.html
Item bulk updates
We can bulk update selling price, but .... Bulk updating purchase costs is just as important, please add this option !
Item taxes
There is only one entry for tax, on the sales information. Purchase information also needs to have it's own entry. We always pay set rate taxes or acquisition taxes on purchases, but on sales it can be either at a set rate or zero rated ! Or May be an
Deleting old email date range
I have successfully archived my emails. Now i would like to delete my old emails, by selecting the same date range I used to archive those same emails. How do I select a date range for my inbox and sent folders that I can then delete?
Is there anyway to replace the data source in duplicate dashboard instead of create from scratch
Hi there Right now, I have the final dashboard's template and I want to duplicate them for my clients(with different fb ads account) But, I'm not be able to replace the new data source on duplicate dashboard Any tip to do that? Thank you
Track Project completion percentage now from within the Zoho Projects iOS app
Hello All, In the latest version of Zoho Projects iOS app (v3.2.2), we have brought in support to track project completion percentage based on 'Task percentage completion and Completed issue count' or 'Completed task/ issue count'. You can configure the
incorrect VAT calculations from Ebay sales?
We have tried to resolve the problem with Zoho people couple of times but no joy so far (they are working on it so I hope it will be resolved soon) Maybe there is someone with similar problem and I hope solution is easy. When we sold product on ebay
Directions to Setup Inline Survey
We would like to setup an inline survey which we would ask a 1 questions survey with multiple choice options similar to the Customer Satisfaction questions within Zoho Desk. If it cannot be enabled as a a snippet, then we will utilize html to add it
UPS TO BE INTEGRATED WITH ZOHO INVENTORY IN UK!
Hi guys, Last year when I went to etc.venue Zoholics activity in UK, I requested if is possible to integrate UPS and DHL with Zoho Inventory in UK, for us it is very important as we send weekly lots of shipments and would like to have Zoho to control
What's New – October 2020
Hello everyone, We’re in the final quarter of 2020, and the event world is starting to take a turn for the better. With more and more countries relaxing their lockdown restrictions, live events are finally back, albeit on a smaller scale. This month, Zoho
Focus Group Webinars - Zoho CRM 2020 feature edition to build long-lasting customer relationships - Part 2
Hey everyone, Over the last month we covered half of Zoho CRM's 2020 feature edition release in a series of webinars. In these webinars, we covered new features that develop customer experience and insight. This month and next, we'll focus on features under the categories of CRM foundation and experience. All these features aim to collectively enhance and drive long-lasting customer relationships. We'll discuss use cases for each feature and how it fits into common business scenarios, and the challenges
The expand collapse button disappears when an empty task list is placed on the first position
I'm not sure if this is by design but logically it shouldn't be designed in this way. Please explain the reasoning behind it if it's by design. Only one of the task lists (Master Specs) in the below screenshot has tasks in it so this issue isn't related
Zoho weblinks
Hey everyone, Recently we have noticed that the Zoho platform is changing any copy and pasted URL to a dodgy looking link: Any idea why or how to turn this off? It's a bit misleading for our customers and doesn't allude to where the link leads which
When will WorkDrive be fully integrated with Zoho Products especially Zoho Mail
I am a Zoho One subscriber and I want to move my whole company to WorkDrive, BUT: I feel Zoho has a lot to do to get WorkDrive fully integrated with other Zoho Products. Things that WorkDrive needs to do ASAP : - Allow users to attach from Work Drive in Zoho Mail and Zoho CRM Mail (on Desktop and Mobile Apps). - Save email attachments to WorkDrive from Zoho Mail and Zoho CRM Mail (on Desktop and Mobile Apps). - I see you can attach a "share link" in Zoho CRM Mail, BUT there is NO search function
WFH Tip: 28 How to update visitor information on the Zia Skills platform?
The Visitor Object in the Zobot: The visitor object is a map that contains the profile information of the website visitor. This will be available inside the messageData map across all scripts inside Zia Skills.It contains properties like name, email,
Two Businesses / One CRM
I was wondering if anyone has had any experience running 2 complementary businesses / 2 different products... using the same database. Let me explain. 2 different products, 2 different brands.... targeting the same prospect companies and the same decision-makers. Option 1: Each lead/account would need to have one owner for each product, but the company details and contact details would be common to each. The task and event records could be separate or joined... really doesn't matter. Opportunities
Zoho Creator positioned as a Visionary in 2020 Gartner Magic Quadrant for Enterprise Low-Code Application Platforms
Hi folks, We come bearing good news! We are delighted to share that Gartner has named Zoho Creator a "Visionary" in this year's Gartner Magic Quadrant for Enterprise Low-code Application Platforms (LCAP). Gartner Magic Quadrant for Low-code Application
Sync information from ticket to contact
Is there a way to sync Ticket information (for example a custom field called "Segment") to the contact in Desk? The contact would have a similar custom field called "Segment". Thanks
Integration of Zoho analytics return an error for Zoho Reports
Hello, I'm trying to add Inventory to Analytics. I'm Admin in Inventory and Organisation Admin in Analytics. From Inventory, It seems the integration with Analytics have been set up, but when I clic on details, I get the following error: I don't get where is this Zoho Reports is coming from. And why as admin I don't have access ? Is it only the super admin who is allowed to setup the connection ? Thanks
Testing a trial for Enterprise edition
Hi, Currently we're using Zoho Desk with Professional Edition. However, I've seen some features that I consider really interesting due to new support processes we have for new clients. For example, I'd like to test Layout Rules and Validation Rules for
sort by subject
(Plan - Standard Zoho Desk) we have the following problem. We get tickets from a common mail ID for all our users. The user contact info is present in the subject (see example below). Many times, a single user raises multiple tickets. From Zoho desk,
Email template
Hello, Our helpdesk is working with internal and external employees. For this purpose we use 2 different emails. I want to set the automatic response "Acknowledge contact on receiving a new ticket" for these two emails: from Support email to be sent to
Pay Slip
Hi, Is there a way for employees to get their payslips from Self Service? If yes, please let me know how to configure the same. Thanks in advance. Regards, Workplace
forms <> crm
Hello, I would like to create a form to request data, which then change data fields for existing contacts. I ll send it out fo existing contacts by mail in zoho crm. Specifically, it means that our freelance employees can order merchandising material,
Admin Panel administrator should be able to control Default Applications added during new user creation
We are using Peopleplus for user administration and along with it we have also subscribed to Zoho Recruit and Zoho Expense applications. Currently when an administrator adds a new user from Admin Panel, the system assigns the Recruit application automatically to the user, where as it does nothing for the Expense app. Only if the new user is a member of Recruitment team he/she needs access to Recruit app but on new account creation the new employee gets automatically added with Guest permissions to
Problem accesing my zoho account
Hello, i´m having trouble accesing my zoho mail- i changed my phone and can´t access my authenticator and don´t have the code. Can you please help?
view only access
Is there a way to have view only access as a technician as opposed to full control only? We are hoping to use this on to view our customers computers without needing full control.
Conditional field value selection
Is there any how I can make a pick list of a field dependent of the picked value in other field. Let's say I have multiple brands and I have to chose the product name and different brands have different products. I actually have 30+ brands and 20+ products
Can't connect iPhone to IMAP server
Hi, community! Since two days ago, my iPhone is unable to receive emails (server error). This happened suddenly, it was working fine. The settings on my iPhone are correct. I am able to connect the email through the browser, bur not through iPhone. How
How to get sign template ?
Hello, Today, I can send a template to sign, I can get the link of the template sign. But I don't know how to get the link, or the path to the template when he is sign. It's possible to you to explain, how I can get the link of the template when he was
Booking summary URL in customer's calendar does not work
Customer URL in Google Calendar invite is broken. I have noticed that the invoice ID has been edited and the "%2F" has changed to "/". When the customer clicks the summary link they see 404 page cannot be found error. Is there a way to remove this link
Searches -> Selecting a Tag(s) ->Search requires knowing exact tag name
When searching emails using a tag as a search parameter when selecting a tag by typing the tag name requires that I know the exact starting tag name. For instance if I have a tag "RAC-People-Andrew", I can't type in "Andrew" to locate the tag, I need
Create purchase order from sales order
Copying an entire sales order to a PO: How many times does anyone require everything from the sales order ? Most of the time, we have the majority of the line items in stock, on a big sales order with lots of items, it can be a pain to remove all these
Re-opened Job Openings Does Not Appear In Career Site
Hi there, In my career site, the re-opened job openings doesn't appear in career site. I tried to change the status into "In Progress" but still doesnt seems to be appear in the career site. How to re-publish the job individually so it will appear in
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