mailchimp verification email
Hi, I am trying to receive mailchimp verification email to verify domain but they are not being delivered. Can someone please check this issue. Thank You
How to NOT Add Tax Automatically to Recurring Invoices
Hello, I've been using timesheets to track billable hours and I have associated projects with recurring invoices. The problem I'm having is that tax gets automatically added to the invoice for the services. We don't tax services, only goods. Is there a way to set up Zoho Invoice to only apply taxes to goods?
Email Compose Check Spelling Broke
I have 1 report of this and I have reproduced it in Chrome and MS Edge. Anyone seeing this same issue? 1 In the CRM, Click on the the send email button for a contact record. 2 Type some text in the body of the email. 3 Click the SpellCheck button at the bottom right of this compose window. All the content in the body disappears. (Makes for a short email) LOL
Notes gone??
When I try to access my notes, it now say that notes is no longer supported in the older version. When I click on the link to the new version none of my notes show up. How can I recover my notes? I had valuable info there and am worried.
How to implement volume-based plan pricing in Zoho Subscriptons?
If I cannot coerce any of the existing Zoho pricing models to fit our own, can I instead collect all the customer and product quantity details myself and pass to Zoho (using the API) both the customer details and the final per-user/per month cost or must the final pricing info be calculated by Zoho based on its knowledge of some fixed plan/pricing? I was told that I could offer volume pricing using addons but I cannot see how to do that in a manner that is transparent to the customer (they're not
Why Pricing scheme is to defined only with Addons and not with Plan?
I am unable to understand, why don't we mention 'Pricing Scheme' like Tier, Volume etc. while 'Creating Plan' itself. Why is that it is mentioned while 'Creating Addon' only and then associated with the Plan. Is it not possible to 'Create a Plan' by defining the Pricing Scheme with Plan only? Can someone clear the analogy regarding this.
Hide empty fields for certain contacts
Hello, I created a bunch of different fields. More specifically, if we have different licenses (let's say 10), a client could have up to 5 different licenses, but not the 10 of them. I want to have each license as a custom field to keep track of how many
Group call problem - Zoho Cliq
Hello I have a problem. When I'm in a channel conversation with other people and want to make a group call, I connect, but the other people don't hear me. I have tried with several channels and with a desktop application and from the web. What could be the problem? Thank you!
Evaluating but discovering bugs
I am currently evaluating Vault for my companay with between 10-20 users. This is my experience so far of the major issues: - importing a csv of passwords (about 2000) - fails with no helpful message, just that there is a "problem" - requested technical support about 4 days ago, no response - eventually managed to import by breaking the import into smaller chunks - but no indication that that was the issue - even had a problem requesting help because the "contact" field where I added my email, turned
All Pop mail accounts not connecting for last few hours
Hi, I noticed emails stopped arriving a few hours ago. I've checked in mail settings and all the Pop accounts are showing 'Connection Refused' or 'Connection Timeout'. I've tried stopping/starting the mail accounts and fully logging out and in but still the same. Have you an issue at Zoho? Thank you, Dave
This Week in Zoho News - CRM Zen Show Episode 110
Click here to listen to the podcast. Zoho News Zoho Expense Now Integrates With Amazon Business Zoho Expense now fetches the invoice details of your purchases through Amazon Business and creates expenses automatically. Zoho TeamInbox Has Launched and Is Part Of Zoho One Shared inboxes for team collaboration, built on Zoho Mail. Zoho Sign-Zoho Finance Integration Gets a Major Enhancement Users can now send estimates that can be accepted and signed by clients directly from the emails they receive.
Pack of products.
Hello, I wish you are all good, I just wanted to know if you have any idea how to create pack of products? is it even possible? In fact, we have to make two different categories of products. We can add customized fields in the invoices or sales orders to separate them but it would be better if we can create packs of each one. Also, can we merge products like we do with accounts and contacts? If you have any idea about it, let me know. Thanks.
Add new related list to see the emails with the same subject line structure
Hi, We generally put a specific subject line(like "Quotation Request / XXX" ) in all of our emails which we send to the vendors. So that we can track the reply e-mails from vendors for a specific project easily. I would like to create a new related list(new module) in DEALS. In that module of a DEAL; I want to see all the emails that I receive from the vendors(or from anyone) with the subject line of "....XXX". Please suggest me a way to do that. Thank you in advance. Regards, Engin
Looking for help with Zoho Analytics Dashboards
We are looking for some consulting help with Zoho Analytics dashboards. Someone who is good in SQL queries as well as in reports/dashboards. The need is immediate. Thanks, -Naveen
Sub_Total, Tax & Grand_Total are wrong in Quotes, Sales_Order & Invoices
Hi, I've seen this question has already been asked, but as it is still not resolved, I'm asking it again. When I display a Quote, Sales Order or an Invoice, the product detail table is not correct. No problem with each line, I can apply tax,& discount on each and the total amount is OK. But in the summary rows below, Sub_Total is the Total amount of each lin (Tax & Discount included), Tax always displays 0 so that Grand_Total is always equals to Sub_Total. That is very strange. Moreover, I can modify
Barcode Generation in Mail Merge and Invoices
Hi, It would be great to be able to print a barcode in a mail merge document or in invoices. Sometimes we print a lot of estimates / invoices and we need to manage those printers papers in registers / warehouse, so its so much easier if those documents could have printed a barcode linked to an specific field of the CRM. Please, think about it :)
Add name error when trying to send emails
I'm creating a template, and it keeps asking for "name" field, but everything seems to be mapped out ok. error says "name cannot be empty" but the spreadsheet DOES have a name column Any idea, attaching screen capture :
Workdrive links or embed code ordering
The default ordering for an embed code or public link is modified by. We have a lot of folders and require them to be defaulted to be ordered by Name, this doesnt seem possible and makes using the embed codes rather difficult. Is there a URL variable or a way to pass the default ordering to the view please ? Thanks
Number of contacts in list decreased and display error
There is a phenomenon that the numbers in the "Total contacts" and "List growth" graphs in the Zoho campaign list overview are different. The target list is set up with CRM and daily scheduled sync. The number of contacts in the list was drastically reduced (2550 → 711) on August 31st. There was no error in the synchronization history or operation log.
I don't receive mails from my gmail account / sent mails are dissapearing
I don't receive mails from my gmail account / sent mails are dissapearing
Open URL for the CRM Mobile App?
Hi, Currently having great success setting up Zoho CRM and Creator for my business, however I've encountered an issue and was wondering if there is a solution. I have made a custom button to convert a Lead to an Appointment (custom module). The code maps the Lead fields, creates a new Appointment record, and then opens that same Appointment record so we can complete the form. To open the record I've used an Open URL function. This works perfectly on the web browser. When I try this on the app it
Logging out going calls in mobile App
When I call from the CRM app on my iPhone at the end of the call the app used to ask if I wanted to log the call. If I said yes it came up with a description field that I could enter the call details and outcomes. Now all that happens is it log the calls but no description box shows! Is this being rectified or is there a setting I have to change? Martin
Keep getting error F6007
Hi, I'm trying to upload an image to zoho workdrive using the api, but I keep getting the error f6007 {"errors":[{"id":"F6007","title":"Mismatch in parameter datatype"}]} This is the code im using $headers = array( "Authorization: Zoho-oauthtoken " . $accessToken ); $nombreArchivo = basename($filePath); $archivo = new \CURLFile( $filePath, 'image/jpg', $nombreArchivo );
Getting Auto BCC when i send a email from Zoho Web or Zoho App
Hi I get a auto BCC for any email sent via Zoho Web Login or Zoho APP, but not when i am using my outlook. How to disable this need, suggestiong. Regards
CRM IMAP integratoin with Zoho Mail
Some users have lost the sync for email sent from a Zoho Mail group email address. The emails are not showing against the record in the CRM. The sync has been working for everyone until a couple of weeks ago. We have thousands of examples of it working in the past. Unfortunately support keep telling us it shouldn't have worked at all. Does anyoen else have the magic ability to sync emails from a group email address?
Zoho Español - ¿Hay alguna posibilidad de solicitar una instrucción completa al soporte?
Buenos días, Actualmente soy el manager de atención al cliente de una gran empresa de ecommerce. Recientemente hemos activado la versión de prueba de Zoho Desk porque nos gustaría comprobar que tan factible seria para nosotros el manejar toda la atención al cliente desde esta plataforma. La verdad es que nos ha encantado la plataforma y el manejo de tickets que podemos llevar, principalmente nos ha gustado por la posibilidad de automatizar la mayoría de procesos de atención al cliente y llevar
Help Centre Permission
Hello, What permission do I need to add to enable a user to be able to create/delete sections within the help centre? TIA Stuart
Related Module fields are blank in report (Accounts/Products modules)
Hi, I'm trying to produce a report based on Products module, with Accounts module as a related module. When running the report, all Product fields have a value, but none of the Accounts fields do. Is this expected behaviour? Thanks, Levi
Ticket Customizing issue
I have made some layout changes to what we want to see in our tickets. But when I open a new ticket as a new user I see basic type information and not what we want. When I go to re-edit the information it does appear. So how can our changes be applied to the ticket. We do not want the customer to select a template. Thanks
Deluge Records of Current Month
Hi I want to pull from the form "Job" and find the number of warranties in the given month. The underlined portion is what i need. On the job form I have a field called Date Received. I want the deluge script to count all records from the current month with the job number than contains W. I can do this via records however this script runs daily and need to do it from deluge. thanks Jobs_Day_Count = Job[Job_Status == "Approved" || Job_Status == "In Queue" || Job_Status == "In Progress" || Job_Status
Variable translation
Hi, I'm configuring emails to remember the schedule, however, two variables are in English, reschedule and cancel. They need to be in Portuguese: reagendar e cancelar. How do I translate them? Thanks, Pedro
Book appointment feature is not working
Since yesterday book appointment button is not working. The booking page loads fine but the button isn't working. https://aman-indovators.zohobookings.com/#/customer/diseasefree
Want to trigger a flow when someone attends a Showtime session
Currently, we're using Showtime for webinars to encourage signups to our app. I'm passing registration data to Flow from Showtime when someone registers for a session and passing a web hook to Flow when someone signs up for our app. What I'd really like to do is have a step in the middle which captures the actual attendees for the webinars. This will allow me to automatically email people (via Marketing Hub) who attended but never went on to signup. I've created a flow with the trigger 'Attendee
Update ticket with values coming from the Account
When a ticket is created I'd like to update a Ticket's custom field with a valu coming from an Account custom field. Something like that: When I a Ticket is created Look for Account_Type value (in Account) associated with the Ticket_Account (in ticket) Update Ticket_Account_Type (in ticket) with Account_Type value (in Account) I was thinking about using a workflow rule, but I can only assign static value, not dynamic values... I also looked at the custom functions but I'd a beginner and can't
Contact Roles
I have a wealth management company. I use Accounts to track the client as a whole and Contacts to track individuals. In most instances there are multiple Contacts that are part of an Account. Also, it is common that a Contact could be part of multiple Accounts. I would like to be able to track the Contact Role within each Account. It was suggested to create a Single Line field in the Contact record and then add it to the Contact layout grid in the Account record. The problem with this is the
Zoho Campaigns - Group E-mails not imported from Zoho CRM
Hi there, from another forum post I see that this has come up already: I have synced a list from my CRM account to Campaigns but all emails that start with "info", or "mail" or such did not get imported as they are labeled as group emails. They are in fact not email-addresses belonging to groups, but individuals whose email addresses just happen to be like that. But I need them to sync to Campaigns I also see from other forum posts that this is an option you can enable though, correct? Please do
Postcode look up
Hi Guys is there a plugin that allows me to use a UK post code look up system within Zoho CRM and on a Zoho CRM created web form?
Deducting TDS from vendor payment
I need to deduct tds of 10.3% from vendor payment. How to incorporate this while recording expense such that it reflects in Tax payble head on the balance sheet
Create a report this month vs last month
Hi, Is there a way to create a report that shows deals created by rep this month vs last month? Same for deals. I am trying to add it to a dashboard. If I can actually create a component in a dashboard would be a lot better. Thank you
Users
Hi, I added a user and we activated her but she is not showing under Users or Activate Users in our SEtup section now. I cannot assign her any Leads or Deals. How can I correct? She is not seeing anything she she logs in.
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