Change help center text
Is there any way to change the texts in help center in multiple languages?
Possible to remove the Tag functionality from the account page in Zoho CRM
Is it possible to remove the tags functionality in Zoho CRM or just on the account page?
Company name missing from Activity list
How can one add the Company name to the Activity view The Company field is not even listed in the edit view option. This is such a basic requirement. Any help gratefully received. Charles Smith
Zoho Professional Services Automation Software
I'm wondering if it's possible to combine /customize Zoho CRM, Projects and People to create an on demand Professional Services Automation environment for SMBs? Earl Rudolfo Zoho Small Business Advisor http://smallbusiness.wiki.zoho.com/HomePage.html
Send outbound email through Desk API
Hello guys, I would like to know if there is a way to do the same thing from this case: https://help.zoho.com/portal/en/kb/desk/for-agents/articles/sending-outbound-emails-from-zoho-desk Send outbound emails, however using the Desk API. I tried to found this in the documentation but with no success. There is a method to do this? Thanks in advance.
Zoho Form
The Zoho Form does not update the CRM. When a customer complete the form it states Sorry, there were some issues in submitting your data. Please try again later. The App also does not sync
Clone an Item WITHOUT positive stock
I have noticed, after making many a stock check, that when you CLONE an ITEM in Books or Inventory that has a stock quantity, The new ITEM has the SAME stock quantity!! Really can't fathom the logic. The 'donor' Item should have a default zero stock quantity. Anyone else seen this, or think that I have it wrong?
Recommended Reorder Point
Hey Team, Hoping you could someday implement a recommended reorder point based on our sales data. Since you have all our Sales Order data, it would be nice if the system can automate or recommend a reorder point for all our active items. It can be done via Reports. Just a thought but hope you think about it. Other inventory systems, like Inflow Inventory, has a report for their system's reorder points.
Zoho Social: Can't post to Facebook?
Hi there, I am connected to my facebook with Zoho Social. I can see posts that I post directly via facebook in Zoho Social, but for some reason I am unable to post directly via Zoho Social. It simply comes up as an error "Facebook: Whoops! You don't have publishing permission for this Facebook page. Please ask the Admin of this page to change your role." I believe this may have to do with it being a business page? How can I fix this and post directly through Zoho Social? Thanks!
HOW TO ENTER AN ENTRY TO SALE THROUGH ECOMMERCE PLATFORMS
I AM SELLING THROUGH AMAZON. SO HOW TO MAKE A INVOICE, CREDIT NOTE, COMMISION ETC
Deals Stage wise hard-locking
I want yo hard-lock the stage drop down in deals module. i.e the user should not be able to skip a stage and enter the next stage. suggest me a way to achieve this functionality
Self Client, Zoho Projects, and User-level authentication
Hey everyone, I'm new to this style of development, and have some questions. I'm looking to develop a C# application that hooks into a company's Zoho Projects to read/write/do whatever. I have a Self Client setup, and the OAuth2 working just fine. What I'm looking to achieve is require the users of the application to authenticate or login using their Zoho account against the company's project permissions. I may be poorly wording it, so for example. - I launch the application, and generate the application's
Planned maintenance of our EU data center: September 27, 2020, 3:30 a.m to 6:30 a.m CEST
Dear customers, As part of our regular maintenance at our European Union Data Center, we'll be switching our apps from 'primary' to 'secondary' data center on Sunday, September 27, 2020, between 3:30 a.m and 6:30 a.m CEST. While we carry this switching out, all Zoho services will continue to remain operational. We do not expect any major interruptions and you should be able to use all Zoho services during this maintenance period. We'll make an update on this post once the maintenance is complete.
Sending email within zoho Recruit
Hello All, Feature Suggestions revolving around email communications within recruit: 1: Replying to emails listed in the Emails List: There is no option to forward the email (retaining the attachement), or an option to click on keep the attachement on there. 2: There is not option to attach a new document from work drive in that communication window, only upload from my device. (All of our files are housed in the cloud on workdrive). 3: When sending a new message from the Send Email Button. The text
How I can export all my Account and Contact records?
Please, I need your help. How I can export all Account and Contact records? I have over 7000 records in each of them and I need to keep current a separate application that always uses this data. Need to get the time I needed, a file for accounts with all the records that I have and likewise another file for Contacts. Thanks. Quito - Ecuador
Zoho Desk Virtual Meetups: India, October 2020
Adding to the ongoing series of Zoho Desk Virtual meetups, we are now opening the registrations for our customers in India. The meetup is planned for: Date: October 6, 2020 | Tuesday Time: 02:30 PM - 04:00 PM IST At these meetups, we will explore the
Email Delayed
What is the retry timing on this type of fail? I get that it is going to retry, but how often, and how quickly after the fail does it retry? ============================================================= 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 Wed, 23 Sep 2020 07:58:05 -0700 from ****ery@newhopetransport.com [****ery@newhopetransport.com] ----- The following
Kaizen #50 - Deals Metadata #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss the Metadata API for the Deals module and explain every key in the response. What are metadata? Metadata are the additional information about a record's data or a module. For instance, the metadata of the Deals module comprises details like related list properties, whether the module is visible to the current user, whether the module can be accessed via API, and so on. You can fetch the metadata of a module
Introducing: Page-level permissions for your event microsite
Your event microsite is the digital one-stop-shop for anyone interested in your event. However, it's not necessary for everyone to have access to all microsite content. As event planners know, exclusivity can be a big incentive, and restricting access to content can make it all the more enticing. Another reason not to allow everyone access is security. With the increase in virtual events—especially free ones—it's easier than ever for trolls to access your event, so having some form of gatekeeping
How to craete PDF and upload to workdrive?
Hi, We need to create pdf and upload to workdrive. 1. we have success create pdf by caretor url. 2. we have sucess upload file to workdrive. But the url that craete pdf didn't upload to workdrive it need actual file url. Any trick to make it.
Dmarc problem
Dear, I’m trying to send an e-mail, but when I do it wont send and I get the following e-mail in return: “This is the mail system at host smtp.shopify.com. I'm sorry to have to inform you that your message could not be delivered to one or more recipients. It's attached below. For further assistance, please send mail to postmaster. If you do so, please include this problem report. You can delete your own text from the attached returned message. The mail system <‘mail address’>: host mx.zoho.eu[185.20.209.166]
Deleting Accounts / Sync to other products
Hi, We have one way sync from CRM to Desk and Inventory. When we delete accounts within CRM, the accounts aren't deleted within Desk and Inventory. Certainly many of them have any other records like tickets or sales orders against them, so we would expect them to be deleted via the sync. Is there anything we should be doing, as at the moment we have orphaned accounts within Desk and Inventory, which do not exist within CRM. Thanks Dave
How to upload documents in Zoho Books in the vendor portal?
Hello, I need to upload a customer's invoice to the vendor portal in Zoho Books, but I do not have a tab that says "upload documents". How can I enable this option? Thank you in advance for your response! My regards Rewa Makke
Zoho Mail API Account ID
Where do I find account ID for use in ZAoho mail Send Email API
Automated Email Reminders on Unpaid Invoices
Hello, I need to setup a schedule for automated emails to all billing contacts on unpaid Invoices. I believe this requires a schedule to be setup based upon a function, and I'm looking for help setting up this function. There are two parts I need help with in the Deluge editor: Sending email To the email of all contacts who are attached to Invoices with a status of either "Unpaid" or "Paid in Part" and a "Due Date" after the current date. Screenshot of how these contacts are attached to Invoices
Out going mail blocked - 554 5.1.8
This is to inform you that we are not using zoho mail facility to send campaigns. My outgoing mails has been blocked with error 554 5.1.8. Request you to kindly Unblock my email ASAP, this is hampering my work a lot. We are a IT company and send around 60-80 Conversational Mails per day. Kindly do the the needful at the earliest. Regards Appy
NOTES - When changing a status (candidate, job opening, interview etc ...) put the action/status in the headline of the note, not only general Note
Hello, it would be very helpful, if, in case of changing a status of the candidate, job opening, etc., there would be the name of the status/action in the headline of the Note. At the moment it is marked only as a general Note and it makes a mess in the notes overview. It is not possible to quickly see or identify the exact note in the notes overview/list. At the moment we have to always write it manually, which is very annoying and time consuming. Thank you Miroslava
Submit to client - Resumes
Most of my clients do not like the approval form and prefer to receive individual resumes. But once in a while I forgot to check the box to send email as separate. When one send the email all the resumes and attachments are bundled into one email. Would it be possible tocreate a file for the attachments for each candidate. So there are not 7 resumes and 7 degree = 14 attachments with different labels?
Ticket keyword heatmap style report
Like the KB dashboard "keyword success ratio", it would be helpful for a dashboard for tickets to show tends for open or closed or both tickets showing the popular keywords in the ticket. Would be helpful to spot some trends on new tickets based on the words used in the tickets.
Zoho CRM Integrate with Databases like Hoovers, ZoomInfo, Dun & Bradsreet
Can Zoho CRM Integrate with Databases like Hoovers, ZoomInfo, or Dun & Bradsreet?
Zoho E-mail can send emails but not receive
I recently created a new email address with Zoho. I can send emails with this new address without any problems, however when i send an email to this new address it doesn't deliver. What is the problem and how can this be fixed? Thanks for the help!
Kanban Report by User Fields
It would be nice to be able to create a Kanban report by the system user fields. Those are finite, just like a lookup, dropdown, or radio button. My use case is that users (employees) scan codes for tasks completed, and that form uses the system 'added user' field to designate who did the work. I would like to be able to see this is a Kanban setup by user, which is not currently possible. I realize that I could add an additional dropdown field and have it set by a workflow based on the added user,
Version 5.24.1 iOS bugs
Creator version 5.24.1 is causing havoc. Please update us on progress. Users report date format issues on existing records and Address field no longer has tap to adjust location. Now there are no apps shown in workspace view. All issues reported are on iOS.
smtp.zoho.com is not available
Hello, I have a server in UK, I configured VPN there but I can't send emails from my laptop now because of smtp.zoho.com (smtp.zoho.eu is not available as well) access timeout. My public IP: 139.162.240.26 Traceback from the server: traceroute smtp.zoho.com traceroute to smtp.zoho.com (136.143.186.56), 30 hops max, 60 byte packets 1 router1-lon.linode.com (212.111.33.229) 0.792 ms router2-lon.linode.com (212.111.33.230) 0.477 ms 0.728 ms 2 * 109.74.207.16 (109.74.207.16) 0.383 ms * 3 109.74.207.8
System notifications
Hi - I would like to be able to send notifications to my users/agents of changes that I make to the CRM and Desk systems. Something like Zoho does when you are depreciating something or you made significant changes, so you tell us of those changes with a pop-up or a floating alert in the corner or a banner at the top. It would be very handy to alert them to changes and educate them.
Get Lead ID from associated Calls Record (Activity)
We have a webhook that will send the Call record on certain condition to Zoho Flow. The issue is that even though the call is associated with the lead, I can't find a way to extract the Lead ID. When the call is associated to a lead, how can I get the Lead ID from Call record? Please let me know if there is a custom function I can create to accomplish this.
Insert form before product page
Hi Can I insert a form to collect information before a page is accessed? I'm working on a campaign for a client where I need to collect basic information such as name and contact details before a product page is accessed. How can i ensure that? Please advise. Thanks in advance.
Security keys as 3FA
I cant find out what protocals Zoho uses for security key 2FA Bitwarden uses all of them Any ideas Thanks
CRM Function Help
Hello, please help if this is possible. I am trying to write a function that, when a lead comes in, gets the lead Company name, searches our Accounts Module for an account with that company name, retrieves the account owner for that company account, and automatically assigns the lead to the account owner. In the leads module, Company is a single-line field and Owner is a look up field In the accounts module, Account_Name is a single-line field and Owner is a look up field as well. This is what I
VAULT
Somehow I have lost the VAULT extension in GOOGLE CHROME. Tried following the directions to readd, but I get an error that THIS SITE CANNOT BE REACHED. Not sure where the issue may be be.
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