AWESOME Note App that I can't use ~ no outline, tab or even indent? ~ how can a note app lack this essential ability?
I hope I'm wrong. That I've just failed to discover how to execute these essential note taking features. I can't believe that an otherwise ABSOLUTELY AMAZING APP does not allow for outlines, sub tasks, simple tabbing or even indentation? If it's not there, can anyone suggest a work around? I really want to be able to use this app. It's exactly what I've been looking for in so many ways. There's tons of note taking apps but none like this. The App allows lovely notebook covers of your own, includes
Sum subform fields into another subform
Hi, I have a form set up as follows (irrelevant fields excluded): Projects (main form) Schedule (subform) Estimated_Work_Hours (user input field) Associated_Task (lookup to the main Tasks form) Tasks (subform) Estimated_Work_Time (calculated field) I am trying to get a script that runs on user input of Estimated_Work_Hours. I need it to do this: For each row in the Task subform, sum the Estimated_Work_Hours fields in the Schedule subform for the lines where Associated_Task matches the Task ID in
View first lines of the field "Description" in the "All tickets" Queue View
Is it possible to view the first lines of the field "Description" in the "All tickets" Queue View
Settings for using Zoho Calendar in Thunderbird/Lightning 3?
Hey guys, I am just wondering if anyone has successfully achieved two-way sync between Zoho Calendar and Thunderbird/Lightning 3. I checked the "Enable private access for this calendar" in my Calendar settings, and added the iCal URL to Thunderbird--it downloads the calendar just fine and all existing events show up, but then it won't let me add anything from Thunderbird. If I try to add a new event from within Thunderbird, it just says it could not because "modification failed". I know with Google
2 Way Calendar Sync with Zoho CRM
Currently experiencing some issues with Sync of Zoho Calendar and Zoho CRM Which of the following options provide a 2 way sync with Zoho CRM 1. Zoho Calendar 2. Google Calendar 3. Outlook (Office 365) Just finding it frustrating currently as so many applications give the option to add appointments to Google and Microsoft only. Any advice, opnions or suggestions would be much appreciated
Zoho Desk - E-mail Subjects / Ticket Guessing / Hijacking
We have an existing ticket system that uses numeric ticket IDs, and also in the e-mails [!50822] To avoid conflicts, our starting Ticket ID in Zoho Desk is #60000 Where can I find more information about the behaviour and controls relating to Ticket IDs and e-mail parsing: Are the Ticket IDs unique across Zoho Desk, or unique within a department? Does Zoho Desk use Regex to parse the subject? ##60000## or #60000 or !60000 - what is the standard pattern? 1) Ticket #60000 has Bob@domain.null as a Contact
new end user isnt recognized
i have an end user that has received the invitation email, as well as a direct link to the sign-up website, and has signed-up 3 times. but the system isnt recognizing him. ive checked his email address is correct, and hes verified thats the email hes using to sign up, but Zoho Desk wont take him. everyone else signs up and is recognized by the system, no problem... help!
Zoho Mail Setup on Mac 10.11.3
I'm trying to setup Zoho mail using Exchange on my Mac. I've already set it up on my iPhone, but it asks for an internal and external URL for setting up on my Apple Mail. Thank you in advance. Tom
Updates coming soon...
I have used Booking for a while, and fairly happy with the set up and working, I monitor and ready posts fairly often. Many of my questions, wishes and wants do get covered either specifically or generally. My question is... Nearly EVERY answer the Team offer ends in... "we have that in our roadmap, and include in future updates." or words to that effect. To my knowledge, I have not seen any updates or changes? I understand Covid-19, may have slowed or hindered (maybe even stopped!) the development
Mass Email Statistics NOT updating (Opened/Clicked/Bounced)
Hello Zoho, A crucial component of our Zoho CRM use is viewing analytics on mass emails sent out and triggers are not updating correctly. We are not seeing email triggers updating under statistics. 1.) E-mail opened is not accurate (we test with same email domain and stays as unopened) 2.) We have a proper hyperlink to our website in the template and we open the link and no update to "clicked" 3.) We have a trigger for bounced emails, this also does not update It makes me believe it is from Zoho's
Mail delivery
Hello In my email vericom@vericomperu.com, sometimes the emails do not arrive at the indicated time: Example: This email arrived at 08:05 am, but it appeared in my tray at 10:20 am. For what is this? This particular email has the ID: <FR1P152MB3324B5EDE69407BC2C547F2AB2390@FR1P152MB3324.LAMP152.PROD.OUTLOOK.COM> Thanks
Ca not add/remove domains of White/blacklist in settings.
Hello, When I try to add/remove some domains from my white/blaclist settings, zoho gives me an error message; "sorry we are unable to process your request.
How to manipulate CSS from Forms inside Zoho Creator?
I want to embed a FORM inside a page, but I want to make the CSS prettier.
AUTO BCC Zoho TeamInbox
I have IMAPed my master E-Mail info@ within Zoho CRM and share all E-mails with all of my agents. The goal is, that all agents should be able to see the E-Mail history of a Lead / Contact / Account. Because all agents are working in the same inbox the only way for us is to use TeamInbox because there is no shared inbox in mail.zoho or SalesInbox. My Setup: 1. Masteremail info@ auto forward all recieved emails to TeamInbox -> All of my Agents have access to all Mails in TeamInbox and can work on
Importing Paid Invoices
Since Zoho Books refuses to implement a proper sales receipt system, I'm left trying to figure out how to have my daily e-commerce sales import properly. I hope I'm missing something simple. Using Zapier, I can create an invoice automatically when an item is marked Complete in WooCommerce. But there's no way I can see to document that payment was also received or have it go to the correct account. Am I missing something? Is there a way to do this, or is the Zoho expectation that I go in and manually
Zoho creator workflow Issue
Hi There, I am trying to create a workflow to one of my inspection forms. The flow should be as follows; The user creates a form and send it to the approver Approver checks it and signs the form (or reject it) From what I can see once the form is submitted to the approver, the approver can't sign on the actual form. Is this something you can incorporate to the form? Or once the form is approved, is there a log to show who signed the form and on what date? Regards, Lou
Email Fetching Status Stop
Hi, want to know why recently my mail server fetching status always stop automatically after few hours. I have to manually click on "start fetching" few times in one day. After i click on start fetching i am able to receive support email, this mean the email setting is correct, just not sure why it will stop automatically.
spf entries in your domain dns are not configured to match with zoho.
hi need Zoho Team, need assistance please!
Not receiving emails
Hi, I am not receiving any emails. Whenever someone tries to send an email, it get bounce with error "553 Relaying disallowed" Could you please suggest what to do?
5.1.8 Sender Address Blocked error
Few members in my org have problems when sending to 3 domains (5.1.8 Sender Address Blocked) When I make Redraft and Send still same problem, please help!
get customer by email or any other parameter
How to search through customers by their email ids?
How to win back unhappy customers by transforming their negative feedbacks to positive?
Customer Feedback and satisfaction are the keys to any successful business. In the online world, feedback and reviews play a vital role in knowing the quality of the product and customer satisfaction. With the SalesIQ Feedback module, you can know how your customers feel about the product and service, and reach out to the customers who have left poor feedback on the chat session with your operator. You can apologize for the inconvenience caused and also help them get their issues solved without
Custom views within modules
Sometimes, users don't need complete visibility into all of the sections within a module. I'd like the ability for a user to choose what the see by hiding sections just for them.
Add Task, friendlier form with all fields
Adding a task is weird. The description is under other fields. Like many forms, all the fields would fit on the form. Why so many clicks to get around? It is so bad, it is easier to add with one field, save, then edit. Edit has a better layout and we use it to add, but that should not be the case. We schedule all tasks and give all a description but this is a lot of work.
Zoho Docs storage location - encrypted or not
Zoho Docs is not listed under the services that are encrypted. so the question is is Zoho Docs storage using Workdrive, is the encrypted services list out of date, or is Zoho Docs storage simply not encrypted at rest?
Lookup field auto populates single-line field. Then recurring lookup.
Hi. I have a series of eight forms that I need to be linked by a single entry in order for my app to work. Any clear and simple help would be much appreciated. I have a dropdown lookup field on my first form that pulls a vehicle registration from a ZC database. This is called Vehicle_Registration. Below this, on the same form, I have a single-line field called Vehicle_Type. In the database, every vehicle registration has a corresponding vehicle type. So, I would like the Vehicle_Type field
System status
Hi, Is there an issue with the mail platform at the moment, we seem unable to send or receive email. Domain: littleadventurersnursery.co.uk Thanks, Phil Boston
Assign alphanumeric values to fields with Choices in Zoho Forms
Hello! We have this problem with our Forms - CRM integration. In choice fields, the choices get duplicated or triplicated in the CRM and do not match pre-defined options in the CRM because in the form, the options are: different languages and/or more explanation to helo the user selecting. Zoho Forms already lets you assign a value to this choices. It is a numeric value and it is used with calculations. It will be GREAT to be able to assign an alphanumeric value, thus when the Zoho CRM integration
Community Digest: un resumen de septiembre de 2020
Community Digest de septiembre de 2020 ¡Hola, miembros de la comunidad! Nos adentramos en el último trimestre de 2020, un año en el que, en el plano laboral, las actividades online y el trabajo remoto han estado muy presentes. Si bien empezábamos el año con meet-ups presenciales en algunas ciudades españolas, la situación actual nos obliga a idear nuevas formas de interactuar con vosotros. Por nuestra parte, esperamos que las nuevas series de Tips and Tricks para Zoho Campaigns y para Zoho Projects
Expected input type is jasonarray
I am working on a flow taking info from Zoho Forms to Zoho CRM. The field is Course of Interest. In CRM this field is type multi-select in CRM (There are a dozen courses to choose from and the user can select any number from the pre-defined list). The user filling in the form may be exieting on the system or not. So I don't want to use the upsert function in Zoho Forms / Zoho CRM intergration because I don't want to override the existing information if they are intersted in multiple courses. I tried
Unverified sender on calendar entry
If I create an event and send a notification to myself I get this message in my emails. Any idea why this would been reported as so?
Integrating CRM: When updating/creating record, how can I map the options selected to options pre-defined in CRM?
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 map the sub-field options in the field. This is creating duplicate and tripled values becasue the option on the form is not exactly the same as the options in the CRM. The reasons to this are: language and that in the form is more detailed the option;
Zoho mail default avars have inconsistent appearence
By default zoho mail has an avatar with the email initials on a colored background. But the background randomly changes for each email in a thread regardless of the email address from which it came, making multi-email conversations hard to follow. For example, these 3 emails in a thread are coming from the same email address, but the avatars are colored as if they are coming from different accounts. And the colors don't even persist through reloads (same thread after a reload) Is there a way to make
something went wrong while opening this attachment
getting this when trying to download attachment from ticket; Oops, something went wrong while opening this attachment. Please wait a minute or two and try again. How to resolve pls?????
Zoho mail not working after Windows update
My laptop just did an update and now I can't get past the load screen when i try to sign in. Mail on my other devices are fine. Is there a number I can call? I can't be the only person this has happened to.
What is the best way to manage leads from the same company?
We gather multiple leads from the same company and send them prospecting emails and calls. We track the emails and calls through Zoho. When one replies either with some or no interest what should we do with the other leads to note this? Situation 1: Lead from ABC Company replies with interest. We convert Lead to Contact and create deal. As of this moment all the other leads are still technically in the pipeline to contact. Possible Problem: We don't want to keep attempting to email/call the
Disabling/Enabling SubForm Fields based on Login User
We have a Form with a Subform attached that is used to add comments. In the subform - there are 3 fields (date, email, comment) of which the first 2 are auto-populated (login user id and current date). We need to be able to disable fields where the email isn't the loginuserid - so that people can't edit other's comments. From what i've read on the forums - the only information is 8 years old and suggests that the disable option on Subforms isn't possible. Given it's 2020 - is there a solution to
Retainer Invoice payment not showing in Invoice
Hi - When I get a new client I have them pay me half down. I send them a retainer invoice (and apply to their invoice) and when I'm done with the project I send the main invoice. But I can't figure out how to show the retainer paid amount on the main invoice. For example I charge someone $650, they pay the retainer of $325. I bill them when I'm done for the remainder, but the invoice shows the balance due to be $650, not $325, even though I have applied the retainer to this invoice. Am I missing
How to add new CRM account to People (via Primary Client in Projects)
When a new client is created in Zoho CRM we typically assign projects to it. The projects and tasks/jobs are automatically imported into People but the account/customer is not. Is there anyway with Deluge or Flow to automatically import a new Zoho CRM account into Zoho People? Better yet, Is it possible to import a new account it is a primary client of a project in Zoho Project? I can think of ways to create a new client with the same name but it would not be tied to Zoho CRM.
Tip 44: Annotator for Zoho Projects
Images can convey any information in a more meaningful manner and sometimes you may want to annotate them for further clarity or better presentation. The annotator allows you to add more context to the images by letting you: Highlight portions of an image Write comments on them Blur or smudge confidential information The annotator option is available when you add attachments in Zoho Projects. You can also try the annotator plugin to capture and work with images from any webpage or screen.
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