Task list for clients
Is it possible for zoho to create a way of adding task list for clients. For instance 1. Sale complete in leads and moves to contacts 2. Task list is sent to client. This can be a new list created on the spot or from a list of task templates 3. Client
Mass Change Ownership
I have tried different things and cannot get this to work. I have thousands of leads that need to change ownership. Going forward, I can import new leads with the proper ownership... it is the ones that I initially imported that need to be fixed. When
Expense Pricing - Multiple Orginzations
I am coming from a competitor product. I have 8 users, and 8 separate quickbooks companies that I manage. In order to manage the expenses for each of these companies we would create organizations within zoho. My question is what will the subscription
Custom Upload File Option
Hello, The upload file option (see attachment) doesn´t work. Can you please fix this. Thanks
Erro ao acessar os e-mails recebidos.
Não é possível acessar os e-mails endereçados, nem enviar novos e-mails. Solução urgente!
Updating contact and company details in CRM via forms
We want to send our contacts a mail on a yearly basis through which they can confirm or change their details (including company name). This is important as our clients are educational professionals, who often change school or oganisation yearly. We have
Unattended Monitor Image does not fill my screen
Using Zoho Assist to access a remote book keeping Computer. The Image in the Zoho Desktop window does not fill the window making it hard to see and read the remote image. (See Attached Image) When using View/Full Screen, the image filles the screen,
How to change translation of units in Zoho Books?
Hello, I use the German version of Zoho Books. However the unit "pcs" is still in English. How can I change it to "Stück"? Sunny regards, Artjom
TRANSACTION NOTE
Halo! How can i include transaction note into my report or show them in the field without going through each and every transaction to know what it was in the note. Thanks, Edwin
Phone.com and Zoho CRM Call Pop Problem
Hello, We have the Phone.com integration set up, but when there is an incoming call, only one user gets the call pop up in his CRM. We would like all users to get the pop up, or if an extension was used, for the pop up to show up in the CRM for the person's
Default task billable/nonbillable
Currently, the billable flag is defaulted as set for tasks and if the task is non-billable, the user must remember to click it. This could cause an incorrect billing issue for my firm which is an issue. Could the flag be set at the task level?
Can Not verify DKIM to enom.com
Hi, I have been trying several days now to try to verify my DKIM to enom.com everything seems to be correct but every time I try to verify it keeps saying Verification Failed. I have the correct domain and selector, and I change the record value in zoho and my domain site and wait even a couple days to try to verify and it still fails, please help. domain nwcarcollectibles.com and selector zoho._domainkey.nwcarcollectibles.com Thanks.
Cannot get posted variable and fetch row
Hello everyone, I really need your help to get this sorted. I already spent hours on this.] So I am sending an email with an URL that looks like this: https://app.zohocreator.com/xxxxxxxxx/xxxxxxxx/#Form:Opportunity_Poll?ID=4083783000000024015 On my onload event, I have the following: currentBrand = New_opportunity[ID == getUrl("ID").tolong()]; alert currentBrand; When I load the page, I get this: Can anyone help me solve this. Thank you in advance.
3-tier tax rates (hi-rate on some items and low-rate on different items and no-rate on certain service items)
My state requires the collection of sales tax at the standard rate (6.25%) on general merchandise while requiring the collection of a reduced rate (1%) on certain food items sold to retail consumers. The standard sale tax options in Zoho appear to only allow an item to be universally classified as either taxable or non-taxable with no ability to assign items to a specific tax tier or tax group/ classification. Is there a way to expand Zoho's tax-calculation flexibility by creating a custom field
Zoho Desk Virtual Meetups: Canada, November 2020
Adding to the ongoing series of Zoho Desk Virtual meetups, we are now opening the registrations for our customers in Canada. The meetup is planned for: Date: November 5, 2020 | Thursday Time: 9:30 AM - 11:00 AM PST Save your spot for this meetup, register
Email not sent due to email sending policy
My last two email campaign some emails are not sent due to some Email Sending Policy. I don't know much about that policy. Can anyone help me? Also what should I do to send emails to those list?
How do I get first and last names to remain separate fields?
When I edit a contact or it's page layout I have first and last names in different rows like this: But when I view the contact it shows both names combined like this: This screws up the layout of my page by moving the other fields on the left up. See
Zoho Streams Mail Archiving and Tagging
Hi Zoho Mail Team! We use streams to manage group inboxes, i..e accounting, support, etc. Everyone that has access to the stream needs to be able to: 1. Archive emails to clear the inbox 2. Use the tagging feature to tag emails If any users that have
Newletter and Notification Tabs
I permanently deleted these tabs because I wanted the emails to go to my inbox. How do I retrieve them and have all the emails go to my inbox?
API Can not return 'all unpaid invoices'
Normally this wouldn't be that much of a problem, but with the ridiculously small number of API calls we can make, this is a big issue. We want to get a list of invoices that a customer has not paid. I tried doing things like status = "sent,overdue" but the API returned an error about invalid status. This means that I need 5 API calls just to find out if a customer has unpaid invoices (sent, overdue, unpaid, partially_paid and viewed). Is there an undocumented feature to 'return unpaid invoices',
report quick view custom layout records per row problem
i have a report with custom layout. when i enter to the layout properties X records per row i ican see the changes on the report but i cannot see it on a page with this embedded report.
Customisation HELP!!
I am looking to use Zoho CRM for the sales team of a residential property developer. It will be used to capture leads, convert to deals and plot the deal through the various stages until completion of the house sale. So far, I have customised Leads,
Migrate from Yahoo to Zoho
Dear Zoho, Happy New Year and thank you for providing the Zoho service. You were recommended to me for a friend, and I've set up an organizational account at Zoho for myemail@mydomain.com. I am attempting to set up an IMAP migration from Yahoo to Zoho. I am following your instructions here: https://www.zoho.com/mail/help/pop-imap-migration.html#alink4 1. All of this makes sense and I am able to set up the IMAP Migration: https://help.yahoo.com/kb/SLN4075.html See screenshot "Yahoo Server Migration"
Create document folder/document template based on picklist selection both on Projects and Tasks
I've created an ECN (Engineering Change Notice) project layout and it would be really beneficial for us to have the ability to automatically create a document folder and also related document templates based on the "Affected Areas" picklist field selections
CRM Survey Campaign not populating
I have Zoho Survey setup with Integration for Add\Update new entries in to CRM, When a survey is completed i get a notification and a new lead is generated. Great so far! I created a campaign in CRM and i had the option to pick Survey or offline, i picked
Can writer be embeded so that I can update a document without having to reupload or reimport it?
This would save a ton of time.... make the template and documents editable like they are in PandaDoc
Help Center - Customer Permissions (Manager/User) - View other tickets
We have migrated from another helpdesk system that supports permissions in the helpcenter Customer 'Manager' can view all tickets for the Customer Account (created by other users or managers) Customer 'User' can only see their tickets for the Customer
How do I make additional CRM fields available as segment criteria in Campaigns
I am attempting to segment lists using Zoho CRM fields that are not currently available as choice in Campaigns. How do I make new CRM fields available as segmenting options? For example, I want to segment by lists by Lead Source and/or Industry.
Broadcast the same campaign
I have a specific requirement to send the same campaign to my list once again at a specific date and time . I clone the campaign and schedule it once again. Is there any other option or a specific workflow that can be created to send the same campaign
No puedo recibir correos pero si enviar...
hola que tal me registre en zoho Hace ya Tiempo ONU, párr USAR cuentas de correo electrónico con Dominio propio, Pero No puedo Recibir correos Pero sí puedo enviar, una cola se Dębe el error, lo he estado Haciendo con el Dominio; timedia.com.do Gracias
SalesIQ Chat Bot ... inlude a link in the replies
Hi, I’m setting up a simple bot, I just want it to either display a link or open a link (to a zoho form) This text displays the full link (which I don't want): question = {"name":"time","replies":{"Great! You can sign up here: https://www.google.com/"}};
Update All contacts emails address - Zoho Desk
I did the steps mentioned in the below link related to the contacts. I clicked on the overwrite option, but the function created new contacts instead of overwriting the existing ones. (I did the steps many times but no luck) Please help https://help
I am sending email from AWS SES to my domain
I am sending email from AWS SES to my domain on Zoho. Sender is account in my domain and getting Diagnostic-Code: smtp; 554 5.2.3 MailPolicy violation Error delivering to mailboxes Status: 5.2.3 I understand that I can add IP of mail server to SPF, but in case with AWS that does not work, as they have may be hundreds of servers. I added SPF per AWS recommendation, but error is still there "v=spf1 include:amazonses.com include:zoho.com ~all" and in forum, I only see, that you are saying to add IP
Auto send email to ticket creator after x amount of time
I am looking for a way to send a reminder email to the ticket creator if the ticket sits in a certain status for x amount of time. The email would remind them that we are waiting a responsse and if we dont her soon that the ticket will auto close. I
data searching issue
i uploded a file some days before and it has many serial numbers, now when i try to find a particular serial number it shows nothing in search box and on the other side when i click into the sheet and goes inside the side the serial number is their. so why dont it shows into the search box?
Delete Customers in Zoho Desk?
So i noticed when i am in a ticket, and i go to edit/modify and for the customer field i have all the customers that have ever been added to my zoho desk are in one of my departments... it is annoying and looking to clean it up? please advise?
Multi-languages on Zoho Invoice for Items in Inventory
We are Canadian based company and have clients worldwide. We communicate in English, French, and Spanish language. Our quote and invoice are written in English for English clients, and French for French clients. (no invoice in Spanish yet). Our invoice
Serial number tracking for sales orders
Hi, currently trialling Zoho One, tracking of serial numbers is very important to our business. One thing I find slightly odd is that we cannot enter/scan serial numbers for a sales order until the Invoice stage. It makes sense to me that when we create a "package", this is when the order is being picked&packed and we want to scan & enter the serial numbers at this point. As it is, we have to ship the package, mark it as delivered and then raise an invoice in order to enter serial numbers. Is
Tracking of shipments sent via Carrier
Hi there, I have a question concerning the package tracking feature of Zoho Inventory. We are sending out packages with Carrier DPD directly from Zoho. This is not a very "fast" solution for our fulfilment centre, but anyhow .. I want to know, why the tracking feature only works for packages created manually. Furthermore, I see an actual status of packages created via carrier - but I don't know, if I can rely on that one: We really would love to see a general overview of all packages currently in
Zoho Mail app as Default for IOS
When will the IOS Zoho Mail app be able to be set as default email composer on Apple IOS 14? Currently, the latest version does not provide that ability. Thanks
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