How can I check my Engagement insight?
Hello. Thank you for making such a good service. How can I check my Engagement insight? Thank you.
Zoho Writer desktop app in MacBook keeps closing open document
Whenever I open another app, the open document that I was working on automatically closes and I need to reopen it again and again wasting time in loading the document.
Embedding on Web page
Hi, When I embed a long form through JS / HTML, an scroll bar shows up on the side which is not professional looking and not friendly at all. Is there a way to seamlessly auto-scroll the form? - Jaosh
Function to change status of shipment after 3 days
Hello! I am trying to make a function that through a workflow, changes the status of the shipment to "delivered" after 3 days. The 3 days time is made with the workflow, but the update function is not working. When I try to debug it always give me this error: Check and update the code in line 13 as there is a Exception : Value is empty and 'getJSON' function cannot be applied This is the code. Can someone tell me what I am doing wrong? salesorderID = salesorder.get("salesorder_id"); organizationID
Products in CRM
We have probably about 40 services and products for our consulting and software company. Our clients work with us on a yearly basis, renewing licensing with us. They also sometimes purchase additional services from us. We are currently using Deals to track sales through the pipeline. And I wanted to use PRODUCTS to track licensing with us. But it does not look like Products is how you do this. How do we track what products our current clients are subscribed to? What is the best module to do this?
Changing Reply To on a Workflow Email
I have created a new email template and workflow around it, but I can't find where to change the Reply To address on the email. In the Email Notification screen (Settings - Automation - Actions - Email Notifications), I thought the option was supposed to appear after filling in the basic data, but it doesn't. How do I change the reply to address for notifications? Thanks
can't connect outlook
Hi, As the topic's title, I am getting errors trying to connect to my emails to zoho as EAS (msync.zoho.com) I used both the account's and user@domain emails, is the service disabled by default? thx chris
Cannot Receive Zoho E-Mail In MS Outlook 2013
I am unable check my Zoho E-Mail in Microsoft Outlook 2013. My system is Windows 64-Bit, recently upgraded to Windows 10 Pro 64-Bit. This is the error message I get: "Task '[Masked For Security] - Receiving' reported error (0x800CCC92) : 'Your e-mail server rejected your login. Verify your user name and password for this account in Account Settings. The server responded: -ERR Authentication failed'." This is what I have done: 1. Reset my login password. 2. Turned OFF two-factor authentication.
Adding second email address/account
Hi Zoho team, We're using the free account at this moment in time and would like to add a second email address but are running into problems setting it up the primary account (not admin) is info at freudenha dot us and we want to add rob at freudenha dot us but if we click on Add Email Address under My Email Address a OTP is sent to the address we don't yet have access to. Thanks for any assistance
Spam email but I can not add to Blacklist
Hello, I have open a ticket about same problem previously but still troubling with spam emails. The sender address is not correct email format, so it is not possible to add blacklist. Pishing sender addresses like: "office@koser" or "amazon@localhost" Please advice about how to block this rambling spammers Thanks emre Received-SPF: permerror (zohomail.com: Error in processing SPF Record) client-ip=165.84.180.33; envelope-from=xqaz@amazon.co.jp; helo=amazon.co.jp;
Authentication-Results: mx.zohomail.com;
spf=permerror
Integration with KARTRA
When I trigger an action in Kartra, I want to create a contact in Zoho Crm. Usually we use Zapier for this. But when I create a zap - the account is only .COM and .AU Obviously my account is in India and the ERROR_invalid_client How do I integrate zap with zoho? Is there some api I use and connect via Web Hooks?
#20 Tip of the week: Multi-rater feedback in Zoho People
Reviews are essential to analyze employee performance. But how do you consolidate reviews when an employee has worked with multiple managers, in different projects and teams? Multi-rater feedback can help. Click here to know more!
Zoho calendar is missing on Outlook
Hi, I have just started using Zoho. When I added all emails to Outlook, the emails are working, but the outlook does not show calendars for my zoho accounts. What is the problem - > solution? thank you
Calculating Age from Date of Birth
Hi, I was wondering if it was possible to make an "Age" field on the contact that would automatically calculate the contact's age based on their Date of Birth. Is this possible through a formula field? If so, could someone please advise on how to set up? Thanks!
capturing zoho CRM data from zoho forms
Hi, I am linking zoho crm and zoho forms and capturing crm data using zoho forms. However, when i am integrating i am facing this problem. One of the fields in Zoho CRM is a lookup field and hence i am not getting that field name in the original module while integrating with forms. Please suggest. Thanks,
How to create website emails in zohomail?
Hi everyone, I came to know that zohomail provides a facility to create your website emails and use it. However, I am having a difficulty in creating and setting up emails for my website carpet cleaner for pets. I do not know how to setup MX records. What are SKM DKIP records? How many emails can I create in zohomail? Can I connect gmail with zohomail? Is there any guide available? I would appreciate the help. Thanks
Unable to sign into Outlook Plugin (2016 Windows)
Hi, We are trying to setup the plugin for Outlook 2016 and 3 different users get the same error message, "Please specify a valid email address and password" The side pane works well with the same username/password combo, any ideas on why this error persists?
How to create a button in Invoice view in Zoho Books that force the invoices to be sorted by customer name
Hi all, I'm new in Zoho envoroiment and I'm praticing day by day with Zoho Books. I would like to create a custom buttom in the Invoices module that automatically sort the invoices by customer name, from A to Z. I know it can be done by clicking on the dedicated colum, but I would like to make this operation more user friendly? Can anyone help me?
Changing Billing Currency
Hi, I'm currently administering a Zoho Workplace account and it seems that when I signed up it was through the US system and I'm being charged in US dollars. I did call support and was told that to receive invoices in £s then I would need to terminate the existing account and re-open as a new account on the EU servers. I have a couple of questions and would welcome any input. 1) Is there any issue for a UK organisation to continue to receive invoices from Zoho in US dollars? Maybe claiming back VAT
Zoho Desk Extension - Connection to Zoho CRM - List/Display quotes
This should be a straight forward extension, but I would be interesting in understanding the steps: Extension loaded into desk.ticket.detail.subtab - "View Quotes" User views Ticket (#10000) Extension Queries Zoho CRM and find Deals where the custom field (Ticket-ID) matches #10000. I now have the dealId Extension QueriesZoho CRM and get a collection of Quotes associated with dealId Display a table of the relevant quotes associated with the Deal, and thus the Ticket I have a sample extension working,
Select which Thank You Note to send when regi
Good morning, I created several templates for the Thank You Note, when I acknowledge a payment, but I don't see how I can select which Thank you Note to send. I have just registered a payment and the Default Thank you Note was sent. I couldn't select which template I wanted to send. How can I do that?
How can I use " do not reply for this email" as an option for an email campaign?
How can I use " do not reply for this email" as an option for an email campaign?
Tired of signing multiple documents? Try Writer's Signature Blocks instead!
Print, sign, scan, and fax. For so long, this had been the routine if you had to sign and send any document. Then came the era of digital signatures where the "print, scan, and fax" actions were eliminated but you still had to sign every document digitally.
Don't add currency to all templates
Zoho chooses to force us to have fields when creating a template. Currency is definately one we do not need on templates that are not related to money. It forces us to have to hide the field through other functions (it can not be removed). That in turn will affect how the module layout works as other features are affected by the hidden field. Please eliminate this (and possibly other) default required fields.
Zoho Creator API V2 JSON Payload
Hi, I am trying to create/update records to Z-Creator when an Item is updated/added in Z-Inventory. I am getting a response code of 3020 - API request's body is either missing or incomplete. I followed everything based on the API v2 Documentation of Creator when creating a record. I am wondering what am I missing. Here is the sample payload: { "data":{ "Inventory_Item_ID":"131711000000089005", "Name":"2111-F2 SAMPLE" }, "result":{ "fields":[ "Name",
I was updating email settings in Zoho Recruit and a form is now stuck everytime I login
I was just updating email settings in Zoho Recruit and the form got stuck in the navigation bar and hasnt moved
Error 451 4.7.500 Server busy to Office 365 Busisness and Outlook accounts
Hi, I started noticing some email getting marked as spam from Microsoft services. Office 365 for Business and Personal accounts. Currently it's not even being sent, I just get this error 451 4.7.500 Server busy This is an error that I've received (oculted the name of the email, left only the domain part) This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Fri, 24 Aug 2018 18:23:41
Update your Zoho Desk domain-mapping details (CNAME) at the earliest.
When you map your own domain to the default Zoho Desk address, you're required to point it to a given canonical name or CNAME, as provided by us. If you've been a user of Zoho Desk for some years now, the chances are that your domain's CNAME record is pointed to an outdated URL such as customer-support.zoho.com, customer1-support.zoho.com, or something similar. If you find that this is true for your portal, we encourage you to point your CNAME to desk.cs.zohohost.com at the earliest. We will be discontinuing
Total Time spend in ticket default View and as column in list View
Hello, to have a quick idea of severity of ticket or to have a easy information on how many time team spent on tickets, it would be nice to have, in the ticket view , a field with the total time spent. Same for Table view, it would be nice to have this field as a colmun ! /BR Stéphane
Are there plans to support time in the Todoist flow?
Hi, I have a Zoho Calendar to Todoist flow and it sends the date OK once I've converted it to a slightly different format but I can't get time to work. Todoist seems to want the date format as: 2016-12-06T13:00:00Z If I send this format over the response in Invalid Date. If I send 2016-12-06 it works fine... without the time. Are there any plans to support time at all? Many thanks Rgds Jon
Line Break in formula field
I am trying to put items on a new line in a formula field. I have found many solutions but none work for a formula field So far have tried Item1 + ''<br/>'' + Item2 + ''<br/>'' + Item3 Item1 + ''<br />'' + Item2 + ''<br />'' + Item3 Item1 + ''<br>'' + Item2 + ''<br>'' + Item3 Item1 + ''\n'' + Item2 + ''\n'' + Item3 <br>" "br/>" "<br />" all show up exactly as entered. Without Quotes, I cannot save the Expression.. Using "\n" doesn't show "\n", but also does not add a line break. Is it possible
Related Candidate info in Custom Module Lists
Would be great to see the candidate picture and binoculars when you have a candidate lookup field in a custom module list view.
CRM Contacts Birthdays
How can I create a view that shows me the contacts that have their birthday on the current week so we can be aware of it. Thank you
Report that shows accounts with no activity
I need help creating a report that allows me to quickly see which accounts have had no activity. I've been researching and it looks like the only solution is to use last activity time. However, that records any time an action is taken on the account, incuding when the record is updated with a sales order (via API). What I really need to see is by sales person, all of his/her accounts that he/she has recorded no open or closed activities in the past 90 days. Is this possible?
i want to calculate VAT on shipping fee
hi i am using zoho book in sausi arabia, he in saudi i obligated to add VAT on shipping fee, i tried to add shiping charge in zoho this message apears to me: ( Shipping and miscellaneous charges cannot be enabled when registered for VAT. Please mention any Shipping/miscellaneous charges as additional line items during the transaction. ) i don't want to add shipping fee as item, so how i enable shipping option and VAT option together? and alos Adjustments and discount. thanks
Should I be using lookup fields in this scenario?
I want our CRM to contain details of all the Vets that we do business with. We need to select a Vet based on what treatments they offer. Certain operations are only available for certain animals. And only certain treatments are available for certain operations. We need to be able to filter Vets that offer a treatment or operation for a given animal. So I think what I want to see is a dropdown which shows all the animals. Then - when selected - another dropdown appears which displays all the operations
Conta Zoho no outlook não envia e-mail na opção Responder
Por favor minha configuração pop no Outlook está perfeita, porém só consigo enviar e-mail, na opção de e-mails novos, não consigo responder um e-mail o destinatário não recebe, porém vai para a caixa de enviados o que pode ser?
Free text widget in a dashboard
Hello. We are starting to use dashboards to manage very complex campaigns that involve lists of leads and contacts, a large number of records, tags, different waves... It would be good for us if, besides having all the analytical information in a dashboard, we could have a free text or note widget where we could show some explanations and instructions about the related campaign. Is that possible with any of the current widgets? Thanks!
Payment voucher missing fields as per GST requirements
Hello, I have been evaluating Zoho books for subscription and found the following issue with Payment Vouchers available under Purchases > Payments Made. Under Reverse Charge Mechanism we are required to generate payment vouchers for purchases from an unregistered dealer. The GST act specifies certain fields that are mandatorily required to be present on the payment vouchers. The payment vouchers generated within Zoho Books are missing some of these fields: Name, address and GSTIN (if registered)
Doubts about Zoho Campaigns
hi i have a couple of questions about connecting my store with Zoho Campaings. The first is: 1. When I synchronize the store with Zoho, will all the wordpress contacts be saved in a list including the administrators? or only those who are clients? 2. My store has 3 types of customers, since it is a membership site, is there a way to segment each type of customer once the synchronization is done? 3. My store has a personalized sign in and sign up form. It does not use the ones that woocommerce brings
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