Zoho sign and Zoho CRM Mail Merge
Zoho Sign team. I have a conundrum. I'm trying to create a contract template with the zoho signs places prefilled (so I dont have to fill out 5 fields each time for each form), then mail merge it to customize it with proposal details. Then i want to send
Hide agent's signature on tickets threads
It would be great if we could have the option to hide the agent's signature when viewing the tickets threads. Having the signature showing on every reply we do with a customer gets all messy, and difficult to read long threads. Note: it's not removing the signature, it's just hiding it from the tickets threads for a better and cleaner read.
To Automatically Calculate Amount Field in Deals Module for Selected Products
In Deals I added a New Section Called "Products" in which through Multi-select lookup, Products can be added from Products Module i.e., Getting Products from Products Module to Deals Module.The image is shown below:Now, when I select Products in that field, the Amount Field in Deals Module should automatically calculate the Total Price of the Products. But, the amount field in Deals Module is showing Manual Entry. The image is shown below: So, anyone help me how to solve this problem.
Anyone have a web/phone and/or web/text integration that will integrate CRM & Campaigns with my current mobile phone & number?
Solopreneur here. Using CRM and Campaigns to run my business. I run my business from my mobile phone. I don't have an office line. Any I'm in MLM i.e. C2C so many of my customers are also family, friends or colleagues. Any messaging or calls from me I want to use my current phone number. I'm looking to solve 2 problems - hopefully with the same solution. 1. I want to utilize SMS messaging in Zoho Campaigns - and have it come from my current phone number. I have a 30 Days To Healthy Living
Spotlight 25: Spread the word about your event
The success of your event depends on your marketing strategy; the more visible your event is, the more the people who'll register for it. That's why it's important to have an effective and multifaceted event promotional strategy—one that can make your
Refresh Feed Broken?
Seems that ICICI Bank refresh feed is not working. We get once a day auto fetch all entries (overnight) but when we press refresh feed nothing is imported. The feed also does not happen automatically on bank holiday. Yesterday was bank holiday due to fourth Saturday and today no fresh feed update happened. Though few of our customers paid us and if we log in to ICICI Bank we can see those credits. Refresh feed does not import those credits. Similarly we made few payments and the bank page shows them
A Dashboard for Hiring needs
Respected concerns, We want to add an extra feature in our Zoho tool. This can be a dashboard where can fill in data for Recruiters and Hiring Managers to view. This should be like a google sheet where we can mention heading like; Domain, Projects, Experience, Preferred skills, Requested by, Date of Request and Approval status. We want to use this dashboard for keeping a track of our hiring needs. Please let me know if it is possible.
Update to Search Records for New Sign-ups from September 15, 2020
Hi everyone! This post is to inform all the developers who work with functions (DRE) of an update to Search Records. We all know the Search Records API filters records based on certain criteria and gives the response. You can make the search records request from one of the following places: Functions (DRE calls) API calls When you search for records through a function (with a single criterion), your criterion can contain one of the comparators such as not_equal, greater_equal, greater_than, less_equal,
Important Updates in Zoho CRM Outlook plug-in and Marketplace
Hello everyone, We recently had some updates in Zoho CRM plug-in for Outlook and Marketplace. Here are the details: Modifications in the Sign-in process for Zoho CRM Outlook plug-in : Earlier we used Authtokens for signing-in to the outlook plug-in. Now, we will use OAuth, that provides a more secure method of authentication. Owing to this, the users are requested to download and install the latest plug-in before February 2020. In the plug-in, when you click Sign-in , you will be redirected to
Favourite Apps
A quick usability suggestion. Setting up flows can be tedious searching through all the apps. Most of my flows run across 3-5 apps, and most actions are Zoho CRM. This means scrolling to the bottom to select the next action, or typing it in to filter and waiting for that to load. It would be great to be able to have favourite apps that always appear at the top of the list. Thanks
Problema con elementos de pantalla al minimizar en Windows
Recién estoy empezando a usar Zoho Notebook y me ha encantado hasta el momento. Sin embargo, he encontrado un pequeño error. En la aplicación de Windows, al tener la ventana en un tamaño menor (dejare screenshot para que se aprecie) los elementos de edición como agregar una cita, comillas, poner justificado, etc. Se sobreponen con el texto que uno esta escribiendo en la nota. Lo mismo pasa cuando se usa la multi-ventana en Windows (usar dos aplicaciones al mismo tiempo acoplándolas al lado y lado
URGENT - Error send mail - Host not reachable - DNS Zoho
I get errors when trying to send emails, and the header of the email shows me that ip 158.69.9.104 (Zoho) was not found or is in trouble. I did a dns test here, and it accuses error too: https://mail.terra.com.br/postmaster Error encountered: IP DNS [135.84.80.196] is not properly configured I'm having several different clients with shipping issues, I'm just screwing one, but I have others with the same problem. Email Header: This message was created automatically by the email delivery system. A
Unable to login to iPhone Zoho Mail App - "Looks like you recently changed your Zoho Password"
The message is "Looks like you recently changed your Zoho Password..." Indeed, I did. When I enter the new one (which logs me in correctly in a browser), I get the message "Oops! Something went wrong." I've disabled MFA. Deleted and reinstall the app. Logged out of all zoho apps on the phone. How do I fix this?
Lunch time (customize time)
Hi, I would like to customize the lunchtime to 72 minutes ? or 85 min? it's possible?
Mailbox disabled - delete
Hi, I try to configure Zoho Mail, we have serveral mail adresses, i have one who marked " mailbox disabled ", but i can't delete any account, i dont have any button to click to delete. In zoho mail client, i dont see this adresses. Help please.
Submenus & relations
I have a database setup like this : Warehouses > Sections > Boxes. Boxes are located inside sections and sections are divisions of warehouses. Considering that each section is linked to one warehouse only, is there a way when creating a new box and assigning it to a section to have the drop menu list only the sections of the warehouse selected for that box, like a "sections" sub-menu of the menu "warehouses" ? Secondary question : is there a way in a "warehouse" report that have Zoho Creator list
8/28(金) Meetupセッションのスライド共有
8/28のMeetupにご参加くださった皆さま、ありがとうございました！ Meetupで公開されたスライドの共有許可をいただきましたので、こちらに掲載させていただきます。今回ご参加が難しかった方も、ご参加いただいた方も、Zoho活用のご参考になれば幸いです。 1.Zoho サービスユーザー活用事例 「属人的BtoB営業の脱却としてのZoho CRM」 （スターフィールド株式会社 目崎 裕二さま） 2.「Zoho CRM 2020新機能紹介」 （ゾーホージャパン 川崎太聞） Zoho CRM 2020新機能につきましては、以下のページでも紹介しています。ご参照いただければ幸いです。 https://www.zoho.com/jp/crm/whats-new/ なお、恐れ入りますがMeetupの録画動画の共有予定はございません。 今回の投票やアンケートでいただいた意見をもとに、より有益な知識の共有ができる場を目指していきます。Meetupに関するご意見も受け付けておりますので、ぜひこちらまでお寄せください。 また皆さまとお会いできることを願って、引き続きよろしくお願いいたします！
Community Digest - August 2020
Announcement: Block your calendar - We've scheduled focus group webinars covering Zoho CRM 2020 features that help build long lasting customer relationships. Increase API Credits right from the API Dashboard. Take a look at the newly revamped and visually appealing UI of Kanban View. Sub-concurrency limit is increased for complex APIs. Check out the enhancements made to Functions and the Activities Module. Introducing Workflow for Facebook and Twitter. Zoho Marketplace has marked its milestone of
Portal Error
I am trying to connect Zoho Bigin with Zoho Desk but I keep on getting the same error message: Sorry, this portal has already been integrated with another account I cant fix it as I dont know how to create a different portal or disconnect the existing one from where ever it is connected to.
Send email template interface
Hello All, I have submitted this request before, but I have no word on action or if it is on the list for future updates. One of the most frustrating annoyances of working in zoho recruit is the "send email" composition window. It is incredibly small, and fits very few lines of text. This is especially frustrating when working with templates that need to be altered each time prior to sending to a client or candidate. This small window is persistent no matter the size of the screen or the device I
Zoho Mail Stuck on Loading Screen
Mail stuck on loading screen even after clearing cache and browsing history. Screenshots on logs are attached.
Getting Data into Email Templates - ugh
OK, I'm trying to setup a consistent email experience and I'm finding an issue. My need: Days Remaining Until Renewal I am setting up a 1 year renewal period. In that case, it would be useful to the end-customer to know how many days are remaining rather than have them do the mental math. There is no field available for this. Would be great to see it as part of the data-set. But I can think of many reasons why it is a bad idea to add this data element. So I respectfully request..... "Please
IP range for Whitelist
Email keeps timing out. Can you send me an IP range that I can forward on to Dreamhost to see if they can whitelist?
Leads converted to deals
I need help. I need to create a funnel showing leads to deals created to deals above 80% to deals won. I am stuck and can't figure it out.
Can't receive emails
Hi, I'm having similar problems to a lot of people where I can send emails* but I can't receive any. I changed my mx settings to point towards zoho unless I made some error there. *another issue is that when I do send emails, it goes to spam. Is there a way to solve this too? Appreciate your help, Conrad
Email templates switching between workflows
Hi there, I have two workflows set up to send out two emails with links to two different surveys. The emails themselves are identical, bar the link to the survey. The workflows vary depending on what type of holiday the client went on, either on a cruise or a tailormade holiday. The Tailormade workflow is set to send one day after Return Date. The Cruise workflow is set to go 6 days after Departure Date. I have mandatory fields set up for Deals which group the holidays into either Taiilormade or
Zoho sheet view is not working
I tried to use the zoho sheet view for twice, and it worked fine, while showing that message of instructions. The moment, i decided not to need to show the instructions page again, i stopped being able to load the "zoho sheet view" again. All i get is only the word loading once i click, and i dont get the sheet itself loaded anymore. Any advise please
Newsletter: how to create one document (not clickable) with Zoho email template
Hello. Newsletters are one document as far as I know, at least the ones I receive from third parties are. The very basic newsletter I have now created with a standard template in Zoho CRM consists of a header, three photo's and text. After saving I have send this newsletter to one of my own mail adresses, via a fake lead I entered with one of my own email adresses. Upon receipt the newsletter is not one document however. For example the photo's are clickable and then will be opened in a photo viewing
How to access individual fields of a blank sub-form in a report
Hello, I have a form which consists of a blank subform (with 5 fields). Is there any way to generate a report with these 5 fields individually? The only solution which I found for now (in a report) is in a single column to add these fields with space (or comma) as choice delimiter or by creating a link to view (and then the system shows the detailed view). But I would like to have these 5 blank subform fields as 5 columns in my report.
Clients cant respond to zoho invoice email
Hi there, I recently switched over to Zoho Invoice. I am having trouble with my clients not being able to respond to the invoice email. they are receiving a bounce back email . Please help, this is affecting my business. The response from the remote server was: 550 A URL in this email (email-view . com . au) is listed on https://spamrl.com/. Please resolve and retry I am successfully receiving email replies from all other emails, except Zoho invoice emails I can successfully send an invoice with
Add employee email address
Require a step by step guide of how to create email addresses for employees.
I catch ZohoOAuthException
Hi! I have a problem with my code: require 'vendor/autoload.php'; ZCRMRestClient::initialize(); try { $oAuthClient = ZohoOAuth::getClientInstance(); $grantToken = '1000.297767e7a02214c5e4432dcc1906f615.c1198106e59644b6539e110f684f4a27'; $oAuthTokens = $oAuthClient->generateAccessToken($grantToken); } catch (ZohoOAuthException $e) { echo $e; } result: Notice: Undefined offset: 1 in D:\phpProjects\zoho_form\vendor\zohocrm\php-sdk\src\com\zoho\oauth\client\ZohoOAuthClient.php on line 185 Warning:
Zoho Analytics and Creator
Has anyone done integration with Zoho Analytics and Creator? Basically, we are creating a premium edition of dashboards using Zoho Analytics. These dashboards are going to be exposed to users through Zoho Creator. People should be able to define multiple set of criteria and then should be able to see Zoho Dashboards by passing these criteria to Zoho Analytics.
Updates - October, 2019
Hello App Creators, After a short wait we’re here with the first set of features mentioned in our September, 2019 announcement. The following are now available in Zoho Creator 5: Time field and 12-hour format Record comments Search element in pages New UI for the record template builder Quick references: - Release notes - Hands-on training and certification in London on November 12-13, 2019 - register here - - - - - - - - - Time field and 12-hour format Welcome to the new Time field and the 12-hour
Basic VoIP/Telephony Integration with Zoho Small Business
We are a new startup looking to run regular business calling plans with a standard client base. There will be a need to record conversations and integrate the data with Zoho. We are obviously trying to keep costs low. What is the feedback on some of the applications for VoIP that plug in to Zoho and offer unlimited calling plans with solid feature base? We have considered Kixie and Toky so far but they both really add up to a high monthly cost when you factor in calling in North America unlimited.
How to add a subdomain to previously owned domain in Zoho sites?
Dear Team, I own a domain that I purchased some where else but not in Zoho (Sorry for that). Now I have designed a site in Zoho Sites and I want to publish that as a sub domain. Ex: myname.mysite.in. I tried changing CNAME record in the DNS setting - myname as Alias and zhs.zohosites.com in Host Server. After some hours, the changes are active in my DNS setting page, But I can't publish my design in Zoho sites. Note: I already mapped "www." to my domain to forward to the main site that I designed
Modify Phone field: take out +1 and return 10-digit phone number format
Hi, I'm posting leads from Facebook to Zoho however after the lead is posted the Phone field is returned on this format, +19998887777. How do I take out "+1" on Phone field so it just return a 10-digit phone number?
email blocked from sending
my email has been blocked for sending please help resolve this issue kindly
Zoho Desk Community Digest - July 2020
Marketplace Updates Introducing Toggl, Alegra and 3 more Zoho Desk extensions Introduction to Developer Series on Extension development for Zoho Desk Other Enhancements Refer your friends to use Zoho Desk and earn wallet credits Now when a ticket status gets associated with Blueprint, you can change the type of the associated status with some restrictions. New Catala language support for Help center Calendar events will now also be added to the ticket threads and can be viewed in the ticket details
New Features rolled out on Sep 03, 2020
Expiry Date for Private Links You can now set expiry date for the link generated for a view, using Access without Login permission. After the said date, the link will expire automatically, and the view will not be accessible. Option to Request Access A shared user can now use the newly introduced Request Access option to request for read permissions for a shared view. When a shared user tries to access a view without proper permission, they will be navigated to the access denied page as shown above.
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