Reused a campaign made by another user, approved to send, however it doesn't actually send
Hello, I have been approved to send a campaign, so I clicked send NOW...it shows that it was sent. I cannot locate the campaign now to see the reports, and have changed all of the filters to ALL users all campaigns. Where did it go/not go?
Zoho Sales IQ - We are disconnect
Why after a while, it appears that the click chat is disconnected? I wish I was always connected, because people think I'm not online.
Zoho Cliq - we are disconnected
Why after a while, it appears that the click chat is disconnected? I wish I was always connected, because people think I'm not online.
Zoho Mobile Header and Logo too Big
Hi, I just finished making some updates to my zoho site. However, the mobile version of the logo and text are too large! I wouldn't say it looks like an optimized site at all. Any helpful tips on how to make sure the logo and text don't look huge on the mobile version? Thanks!
add permission check about "add tag"
Now everyone can add tag on resume. I want only some users can add tag on resume. Other users can only view the tag, they can not add tag.
Zoho Mail how many emails can I add
I already upgrade my account to Mail Lite from the free version because I had the need to manage more than one domain with some emails accounts. There is not info in the upgrade plan about the amount of domains or users limitation, it's only that each time that I need a new user I have to upgrade my plan, until here it's fine for me and here comes my question. It's there any limits regarding amount of users/domains in the paid version ? I would love to continue adding users and domains and upgrading
Recover deleted emails from trash
Hello, I accidentally deleted an important Mail from my customer from the inbox to trash. Can you please recover the trash folder of my mail account from 1st od September 2020? I would really appreciate. Thank you sooo much..
Zoho is not able to read DKIM from AWS.
I'm only missing the DKIM validation to configure a new domain in Zoho Admin. I'm copying and pasting the key, but AWS adds some "" at the start and end of the key, and I think that's why zoho is not able to recognize it. Using https://dkimcore.org/c/keycheck tool it works when I copy from zoho DKIM configuration like: v=DKIM1; k=rsa; p=....... but if I copy the one I have in AWS it would be like: "v=DKIM1; k=rsa; p=......." and it does not work any more. AWS is always adding this characters when
Formula fields are null when they are accessed in "on field input" workflow
Hi, I am trying to access a formula field (KGPerUnit) value in "on input" workflow of a field ($ Per KG). The field KGPerUnit have value. But its value is returned as null when accessing in action. It is the same for any other formula field. Please look at the screenshot. Anyone facing this issue? or Is it specific to my app only? Zoho support is analyzing the issue for past 15 days. But no reply so far.
Mobilisten now supports Cordova & Ionic Framework!
Apache Cordova and the Ionic framework are open source platforms used to build cross-platform apps using HTML, CSS, and Javascript. These frameworks allow you to target multiple platforms using a single codebase. Mobilisten is a robust in-app support tool that allows you to assist and provide support to your mobile app users. You can now seamlessly integrate Mobilisten with your existing Cordova or Ionic application to level-up your in-app support. Mobilisten features that can enhance your support:
Leads from Zoho social to Zoho CRM
Hi, We are running Facebook lead form ads and all the leads which we get from facebook directly creates a record in lead layout into the crm via Zoho social which is good. However, the only problem I’m getting is how I can make assignment rule for facebook ads like web form assignment rule. Right now , I’ve to manually assign to the leads coming from facebook which is not good. Please help!
Restrict type of file uploaded
Is it possible to restrict the file types in the file upload field?
is Zoho CRM compatible with Apple carplay or Android Auto ?
if not, any timeframe, thanx
Is there way to export zoho Campaigns "All Contacts" and their associated lists
I know you can go in to each individual contact and see the list they are associated with but how can you see this in a report or export?
Why would this custom button not execute properly?
Hello Friends! I am racking my brains trying to figure out why my custom button is not pushing data from the "Leads" module to the "Appts" module. I have 'id' defined as Leads Id. I have another custom button in the leads that works perfectly fine. I have pasted my script below, maybe someone can help show me where I went wrong. Also, would Layouts effect a button at all? Thank you! apptset = zoho.crm.getRecordById("Leads",id.toLong()); info apptset; mp = Map(); mp.put("Lead_Plan_Sponsors",apptset.get("id"));
Anexos não entram
O botão anexar está inoperante, assim como o workdrive Já desloguei e loguei 2 vezes. meu email é já uso há 4 anos aguardo solução
Zoho CRM integration with Zoho Bigin
I am looking to add a contract sale person who is not very technology comfortable. I was hoping to let him use Bigin for his activities on the smart phone as it is more direct-to-sales. I found the integration with Zoho Contacts but not with CRM. Is this coming in the next few months? I don't want to create info silos. Ken
Community Digest: un resumen de agosto de 2020
Community Digest de agosto de 2020 ¡Hola usuarios! Sí, ¡ya ha llegado septiembre! Para aquellas personas a las que os guste empezar el año en septiembre, es momento de dar la bienvenida a nuevas etapas - distintas de otros años, seguro, pero esperamos que con la motivación de siempre. Antes de lanzarnos a septiembre, demos un breve repaso a lo que nos ha dado agosto. Este ha sido el mes de agosto de 2020 en Español Zoho Community: En el subforo de Zoho CRM y Zoho CRM Plus nos encontramos con dos
Tips & Tricks #31: Uninterrupted file access, from any device
Hello everyone! We're back with another interesting WorkDrive tip for this week. If you'd like to read our previous articles in the Tips and Tricks series, you can find them here. In today's post, we'll show you how you can have constant access to
Renaming Modules
Hi We only want to manage our suppliers in our CRM. We dont need to keep track of customers. We're not selling anything! Can I rename the Leads module to 'Suppliers' or is that considered bad form? Is it better for me to create a new module called 'Suppliers'? Thanks
Sorbs.net blacklisted Zoho's IP
The factory that delivers our products has an email protected using sorbs.net. Zoho's IP is currently blocked. Please help with this. http://www.sorbs.net/lookup.shtml?136.143.188.52 Here is the content: Original-Recipient: rfc822; redacted@domain.tld Final-Recipient: rfc822; redacted@domain.tld Status: 550 Action: failed Last-Attempt-Date: 1 Sep 2020 11:16:27 GMT Diagnostic-Code: "JunkMail rejected - sender4-of-o52.zoho.com [136.143.188.52]:21246 is in an RBL: Currently Sending Spam
Zoho Campaign App vs Zoho CRM Campaigns Module.
It always seems that there are more than one way to use ZOHO and the answer always seems to be "It depends". I guess that's the trade off between flexibility and structure. It would be great if ZOHO produced a series of "here is your alternative option" but as each App has it's own "Team" I'm guessing they will have a biased solution. So here is my question or at least my understanding of the approach. I have a form on my Web Site that I use to collect subscriptions to my Blog and Newsletter. i have
HOW TO CREATE INVOICE TRIPLICATE
I need to create invoice in triplicate as per GST norms with printing of "original for Buyer", "Duplicate for Transporter" and "Triplicate for self" in it. How to do it ?
Sync email and zoho
My Outlook isn't connecting to my zoho?
Deskでは課題起票当事者１人とのコミュニケーションしか活動を記録できない
ある顧客Aさんから電話で着信があり問い合わせが起票されました。 この件について、Bさんへ電話しなければならなく、通話を作成しようとすると、連絡先の名前フィールドには顧客Aさんが自動入力されており、さらに変更できません。 通話の相手先で考えると本来Bさんを連絡先として登録しなければなりません。 通話は問い合わせと関連付けされていれば、顧客Aの事案だということがわかります。 それなのに、通話、ミーティング（現在の予定）、タスクすべての活動の連絡先の名前フィールド顧客Aさんに固定されます。 不可解なのは連絡先の名前フィールドは、フィールドに文字を打つサジェスト検索や新規登録はできないものの、よくよく触ると虫眼鏡アイコンをクリックすると変更できるようです。
Tiny Tip Tuesday #29
Response Bias in Surveys - II In our previous tip, we discussed yes/acquiescence bias. The second type of response bias is the demand characteristics bias, where the results of a study are biased due to the experimenters' expectations creating an implicit demand for the participants to perform as expected. This bias is common in surveying and is caused when respondents are influenced by the knowledge that they are part of a study. The tendency to respond to the survey with preset expectations results
ESTIMATE and IVOICE NUMBERS
How can I keep the same auto-generated number for the estimate to the invoice ? I mean when the estimate is being converted to an invoice i would like to assign the same number of the estimate to the created invoice thanks
Is there a way to assign a client to a project with out giving them access to the project and able to select a client company from our CRM Accounts.
Let me explain our scenario: We provide on job support for the consultants working in US on hourly basis. We have the temporary Developers or freelancers who help our consultants in US to clear the issues faced in their jobs. I want my employee to update the daily tasks freelancers work on the tasks given by the Consultants to the Freelancers on a daily basis. Please consider the various scenarios we face during this business process. Kindly suggest how we can use the Zoho Projects in solving this
How To Update Employees Years of Experience
I need help. I asked Zoho People for help and I still have not received it after several emails and a missed call from Zoho People. I want to learn how to update employees' years of experience. For example, my experience continues to say 1 year. However, I have 23 years of experience. How do I change that? Hello Rolande, Greetings from Zoho People! In regard to your query please go to settings > organisation > users > select the user you want modify details > edit > change. If you want to make changes
App Spotlight: Xoxoday for Zoho People
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Xoxoday for Zoho People Encourage friendly competition and keep your employees motivated to perform better throughout the year. Integrate Xoxoday with Zoho People and launch a scalable rewards and recognition program based on employee performance. Xoxoday partners with several third-party services to provide a vast collection of reward experiences, digital gift cards, benefits, and
Editing Product Details Field in Invoices and Quotes - Zoho CRM
I know the product details field in invoices and quotes says that it's not editable but I really need to edit them cause they don't apply to my product. I need a different setup for it since I operate a travel agency. What can I do? Any suggestions?
.ga domain
I registered an .ga domain, and I was trying to use it on zoho mail, but it says that I cannot use that domain.
Quote Customisation - Product Details
Our quote requirements seem to fall outside of the standard customisation that is available. The quotations we generate do not relate to held stock neither do they have a simple, single price. We quote for the removal of products offering a potential value for any that can be resold. On the quotation, we will need to add in each product line product description (free text), quantity, processing charge, a supplemental charge for additional services and then the total which is essentially (Return*Quantity)-(Processing*Quantity)-(Supplement*Quantity)
Reset to default?
I started nosing about in the product to see how things were connected. Is there a way to simply reset everything to the default settings?
Importing Deals in Bigin
Tried a number of times to import Deals: mapped the fields properly, column names, tried .CSV and .XLSX formats; regardless of what I try, Deals do not show up. Bigin displayed the records as they were imported and everything 'looks' fine. Ideas?
Migration Zoho One from US to EU
Hi everyone, we are facing a big challenge that we have to migrate our Zoho One account from the US server to the EU server We are currently using many tools such as CRM, Books (FInance), Analytics, People, Survey etc. Is there any experience of this kind here in the forum that could tell us how the migration went. Our Zoho Support Germany could already answer some questions, but we do not have a guide or similar. And with which tool do you start the migration? Thank you very much for your feedback
erro 554 5.1.8
Nao consigo enviar nenhum email e aparece esse erro. tenho um sistema q envio automaticamente minhas faturas e comunicados para os meus clientes, mas nao sei se tem limite diario de envio , queria saber o porque do bloqueio ?
Quote Total NaN
Does anyone else have an issue when creating quotes with the total being NaN, therefore it won't save and you have to start again!!! I have some quotes set up with product lines which I clone and then adjust to different customer needs. The problem usually happens when i try to edit the template, or move the product lines around. I am using multiple currencies but not within the same template. its soooooo frustrating, anyone any ideas, please help? Zoho say the can not replicate it.........it
Copy Customization: switching off all extensions for how long ?
Good morning. I like to copy customization of our CRM to another account. But I see I need to switch of Zoho Books extension. I can't shut off this extension as there are synchronisation between Books and CRM and Zoho Finance module. How long do I need to have the extension switched off ? What is expected in the target end from the remote super-admin.
Cannot Add User
Hello admin, why i can not add new user?
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