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.
More professional/business-ortiented Zoho-logo
Dear Zoho corporation, Dear Marketing responsible of the Zoho Group, Please do not see this as criticism, rather as trying to help Zoho to become even more professional in the market. The logo of Zoho is not really business-oriented, it is more playful then professional branded (remarks i get quite often from my customers when i advise Zoho to them, the logo does not give a "serious" impression when comparing to competitor digital/online CRM/ERP solutions, although Zoho has a lot to offer as a wide
Dynamic Average in Threshold
Hello, I have a graph that shows the total count per each as the Y-Axis and the dates as X-Axis and have some job types set as Color. For some reason when I use the threshold feature in Zoho Analytics, I get a different average from what I manually compute. As you can see from this graph below, the average that zoho gave me for the whole table is 4.33 but if I compute it manually (117 total count / 3 job types = 39 / 10 no. of months = 3.9). I wanted to use Zoho's threshold feature and select your
Anyone figure out the lead scoring custom workflow on CRM?
It looks like Zoho created a custom function for Lead Scoring (a much needed feature), but it's very confusing. Does anyone know how to configure it? Or have a guide to configure it?
Video Tip #16: Upload and manage your files on the go
Smartphones and productivity apps have helped us embed ourselves into our daily work, no matter where we are. They keep us connected with our emails, business chat, documents, and more, ensuring constant access to all our tasks. Today's video tip is
How can I restrict moving to the next section when a mandatory field has not been completed?
Hello! I have many sections in a form and many mandatory fields. However, users are able to move forward to the next section without completing the mandatory field. This not only causes problems for rules and other automations, but also is a big headache when trying to submit the form. How can avoid this? I would like to restrict users to move forward if there is a mandatory field blank. Thanks! J.
Ability to Duplicate Existing Webform
I've been using webforms on a variety of landing pages to help convert ad clicks into leads registered in Zoho. The webform creator is very helpful, and the interface for the creator itself is easy to use. However, I would be able to utilize the webforms much more quickly and easily if I could duplicate an existing webform and modify it slightly, rather than having to build a new webform from scratch every time I need a different one. I have about a dozen webforms that are all about 95% the same,
MX and SPF not working
Already added the MX and SPF records, but on the control panel it still stays that they are not pointed to zoho mail. Can you check if my configuration is right and I just need to wait?
DPA problem - no reply from support or legal department
After 3 days and still no reply from support?`Or legal? Does anyone else had this problem, too? Thanks.
Support Exchange Web Services
It would be great if you supported Exchange Web Services (EWS) in addition to the already supported Exchange ActiveSync (EAS). This way we could sync via exchange our mail/contacts/calendar with our desktop applications.
No response from Support for 1 week
This autoreply is one week old. This is all i got until now. The support is a joke. This is not just related to Zoho Flow but also to many other Zoho Teams. You will only get an answer if you regularly bug the team and in many cases their reply isn't really satisfying. We pay over 3900 EUR each month for Zoho One.
How To Migrate Zoho to Office365
How do I magrate from Zoho to Office365
WFH Tip : 23 How to validate the information provided by visitors during conversations with Zobots?
Greetings from Zoho SalesIQ! Ever wondered if you were dealing with only the right details/information during a live chat session? Validation is a crucial process for any business that has hundreds and thousands of customers coming in by the hour. It is essential to validate every detail that is provided by a visitor during a conversation to evaluate the genuineness of the request and to initiate the proper follow-up. A human operator can mostly identify invalid information but chatbots can seldom
Instagram posts not uploading
Hello, Over the last couple of days we've experienced problems uploading scheduled posts to Instagram. they just aren't uploading the only way we can post is directly via the Instagram app. Is there a bug or do we need to update something? Thanks
Flow: Desk to CRM - how do I ID account?
Hi all, For several reasons, I do not want to use the two-way sync between CRM and Desk. Instead, CRM syncs with DESK (one-way) but I want a trigger in the Desk Contact that allows me to create a new contact in CRM. Account is a mandatory field in Desk Contact and it's coming from CRM through sync. I'm detecting a checkbox value in Desk Contact and create a contact in CRM under the account from the field in Desk Contact. In mapping fields, however, I see that AccountID for Desk and AccountID for
How do I get back to correct a domain registration error?
I configured my SPF using TXT and then discovered that my domain requires the use of CNAME. How do I get back to the registration page to find the info I need to enter for configuring it with CNAME?
Email routing configuration
I am trying to configure the email routing option but cannot find the option for configuration. Could you tell me how to get there?
If(AND...) Function - How to Format
Hello, I use the following function in Google Sheets =if(AND($AA18<>"CLOSED",$AA18<>""),GOOGLEFINANCE($B18,"price"),"") Why will it not work in Zoho Sheets? I get this error. =IFERROR(__XLUDF.DUMMYFUNCTION("if(AND($AA18<>\"CLOSED\",$AA18<>\"\"),GOOGLEFINANCE($B18,\"price\"),\"\")");2.65) Thoughts?
If(AND...) Function - How to Format
Hello, I use the following function in Google Sheets =if(AND($AA18<>"CLOSED",$AA18<>""),GOOGLEFINANCE($B18,"price"),"") Why will it not work in Zoho Sheets? I get this error. =IFERROR(__XLUDF.DUMMYFUNCTION("if(AND($AA18<>\"CLOSED\",$AA18<>\"\"),GOOGLEFINANCE($B18,\"price\"),\"\")");2.65) Thoughts?
Mindmapping
Does Zoho connect with, or plan, any mindmapping application?
Lost all my info in computer
My old computer got reseted so i lost all my passwords. Im trying to log in from a new computer but i dont remember either my password or security question . im only able to use my email from the zoho app which i have send you an email to support@zohoaccounts.com
Z Creator Deprecated App for Z Flow?
You are using a deprecated app - Zoho Creator in your flow(s). Reconfigure the flow(s) with necessary changes before Oct 15 2020 to ensure it continues to work.08:58 AM You are totally removing support for Zoho Creator in Zoho Flow?
How do I disable the zoho mail application?
I want to disable the zoho mail application for all people in my organization. What do I have to do?
I can't access the ZOHO creator form in ZOHO CRM.
Hi Guys, I Build App in Zoho Creator as the name of "Add Account" and written Delegu code for saving the Account/Contacts records into ZOHO CRM, it's working fine smoothly saving the records into ZOHO CRM. I am facing a problem that when I tried to access the "Add Account" App in Zoho CRM through (Setting --> Web tabs--> Links) I am getting an error message of "Sign in to your Zoho account to view this Form." along with a sign-in button, I have clicked many times to get into form but no luck, but
Create Manual Unsubscribe Link
As a requirement of my privacy policy, I need to build a web page where users can manually unsubscribe by entering their contact information and managing their subscription preferences. All the tutorials I see only work if the user clicks the unsubscribe link from within an email that was sent by the Zoho system. This does not suite my needs. I need something similar to this which is hosted on a web page and accessible/functional through direct url access. Thank you.
Ask the Experts #13: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're hosting the online community event Ask the Experts #13 on 23 September 2020 between 05:00 AM - 10:00 AM PDT. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion with our product experts. Start posting your questions right away! We're looking forward to have an interactive session. Note: This isn't a webinar. This Q&A discussion happens right here on the online community forum. To participate, post your questions as a comment
Importing Bulk FAQs to Knowledge Base
I have here list of FAQs for my Knowledge Base and Help Center, how can I import / upload them in one file, and create different individual articles when uploaded?
Spam coming through online form
Hi all, I am receiving lots of Spam through an online form connected to my leads module in Zoho CRM (i.e. a lead is created whenever the Form on my website is submitted). I have noticed a pattern in the Spam requests I have been receiving, namely that the first name is always the same as the last name. I therefore want to create a workflow rule that only triggers a notification email if "First name", as entered in the form, IS NOT the same as "Last name", as per the form. However, the workflow design
Accessing MassEmail or Reports from API
Hello, I am currently trying to retrieve data from Zoho CRM programmatically (via API), regarding mass emails (bouncing rate, opened mails, etc...) for monitoring. However, so far, I have found no way to retrieve such data, (even indirectly via a Report, for example): - Listing all modules via API, I do not see any "email" related module, and "Reports" is marked as not `is_api_supported` - However, if I list related modules for "Contacts", I do find an "Emails" module - Furthermore, when I try to
Issue Adding A Facebook Account
Awaiting moderation! Hi there, I just created a new brand and I'm trying to add a Facebook page but the one I'm looking for is not showing up on the list when I log into my Facebook page. I am an admin to the page on Facebook, and even pages I have created myself are not showing up on the list. The only two pages showing up is 1 that I am an admin of and was set up by my client himself, and the other one is a page I recently created. I'm not sure why any pages I am an admin of and other pages I
Zoho Crm Analytics module
Hello, I have made a dashboard available for all the users, but some components aren't showing certain users. We have two types of users - one that have Admin, and other that have Standard access. The one with Standard access doesn't have access to Analytics module - I want this module to be only shown to Admin users. Because of that, some of the components that were created with Analytics module are unavailable to be seen by Standard users. Is there any way to get around this problem without giving
Prevent the user from being able to type a message in the chatBot. (locked the chat but leave it visible for the flow)
Hi There, I just want to be able to lock the chat for the user. He can still continue to use the chat but just by clicking on the suggestions given to him I just don't want him to be able to write. Do you have an option for this and I looked bad?
How to Show Chat Window Only Particular Page
I would like to ask what we can do to show the chat window on a particular page of our site. And on the other pages do not show the chat window. Do we need some complicated code? Or 5-6 order to complete?
What is Smart Filters?
Hi! I can only find old information on this subject. Thanks. D.
Is it possible to merge two Zoho Creator apps into one app
Is it possible to merge two Zoho Creator apps into one app It would be very useful if I could
Automation and Integration
Hello There We have enabled this application a week ago and submitted some forms thru our websites and still they don't show up in the CRM. Please can anyone assist and advise?
How to setup primary email of my website?
Hello, I have created 2 emails for my personal use and 1 for my website but when I send emails it ultimately goes from my personal emails as I want from my website email to go in.
#19 Tip of the week: Connections in Zoho People
Did you know? You can connect your Zoho People account with any third party application that you like. With Connections, securely connect with a collection of pre-configured third-party services or create your own connection in a few simple steps. Learn more.
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