Bug with Zoho campaigns?
I was working on a campaign, using a very simple basic template. Initially, I started noticing huge lags when trying to upload images, which can take up to 2 minutes to get uploaded. Then today at one point it went go through the whole loading screen after having selected the picture I wanted to upload, but then when the loading screen was over no picture was there. I tried it again a couple of times and it kept doing the same. So I saved and refreshed the page. Nothing. Then I went back to the home,
Image in email not showing on mobile but does show on desktop.
Hi Zoho, I've created a campaign that has an image just under the first paragraph. When I send this campaign, the pictures shows on the desktop but doesn't show on mobile. I've also compressed the image so it's under 1mb and that still doesn't make it show. How do I make sure they always show on mobile? Please see images attached for reference. This is two different mail providers. One gmail and the other zoho mail. Regards Colin
How mail can land in main inox not in spam ?
Hi All, Can anyone suggest what are the requisites to have the mails land in main inbox and not in promotion or spam? Giving a list of things people suggesting but what is the actual requirements ? 1.No Images 2.No colour text 3.No Links in mail 4.A name to be there in the sending id rather than a company name? Is all are required or some of them ? Or any thing else is required ?
Integration between workdrive and workplace
Hi Do you have any timeframe to release the integration between zoho workplace and zoho workdrive ?
Please support me
please support me
Receiving ACH payments - canada edition
Hi, Is there a way to receive ACH payment in the Zoho Books canada edition? What are the alternatives to receiving customer payments which incurs a fee lower than the standard 3% fee used by credit card payment gateways? Thank you,
About Product Details
When do you plan to have customization of Product Details available? I really need to be able to either remove it or customize it. We are a service business and cannot use this software until the Product Details can have a Description, Quantity, Unit Price, and Sub-Total. Those are the only needed columns and the creation of this type of section should not be too difficult. My idea for ZOHO is to create either two or three different Product Details sections that a company administrator can choose
Jira integration - How is the reporter chosen when set to 'Automatic'?
When I add a new Jira issue and leave the Reporter on automatic, a Jira user is chosen as the reporter. What decides which Jira user is selected? Additionally, when the status of the issue is changed in Jira, a comment is added in Zoho. This comment is said to come from a particular user. Is that also determined by the 'Reporter'?
Zoho Mail and CRM integraiton throws an error
Permisos usuario
Hemos sumado usuarios al crm, que son comerciales. tocando los permisos, hemos conseguidos que solo vean sus leads, cuentas, contactos, presus.... pero lo que no conseguimos limitat es las actividades, le sale en el listado las actividades de otros usuarios, como podemos limitar eso? gracias
Managing Categories
Hi, I found out you can set a category to passwords. Apparently a defulat list is provided. One specifically stuck, the windows category. We have windows on our building for sure, bt don't need any password to be open ;) and only macs as computer. I couldn't find a way to manage the existing category to fit our needs. How can I delet or renamed or add fields to existing categories ? Thanks
This Week in Zoho News - CRM Zen Show Episode 105
Click here to listen to the podcast. Zoho News Zoho Touts 15 Million Users on Zoho WorkPlace More than 25 percent of new Zoho Workplace customers have made the decision to switch over from G Suite and Microsoft. Zoho Launches TeamInbox - Shared Inbox Collaboration Say goodbye to endless CCs and BCCs for good. Zoho TeamInbox gives you a well-organized, clutter-free inbox and a transparent workspace, which teams need now more than ever. You can request access to the Beta by clicking here. Zoho Campaigns
Mass email: only 20 mails allowed per day ( instead of 250)
Today I have upgraded to the paid Standard version of Zoho CRM. I am now experiencing that there is a daily limit of 20 (mass) mails per days, see enclosed screenshot. I have been informed that it should be 250 per day. Can you clarify?
Tip #2: Límites de correo electrónico en Zoho Campaigns
Tips and Tricks #2, adaptado de Aishwarya Ashok ¡Hola usuarios de Zoho! Hoy vamos a hablar sobre una funcionalidad que puede resultar muy útil para aquellos que buscan la interacción con sus clientes a través de campañas de email marketing: los límites de correo electrónico. Si acabas de llegar a esta publicación, puedes consultar otros consejos de la serie Tips and Tricks para Zoho Campaigns en nuestra comunidad, Español Zoho Community, a través de este enlace. Tip #2: Límites de correo electrónico
API function to download all files and directories/folders/team folders
I need to move a folder from each Team folder to a new team folder via API. Current structure: Team Folder 1A Sub Folder 1A .... Team Folder 3000A Sub folder 3000A --------------------- Future structure: Team Folder 1B Sub Folder 1A .... Team Folder 3000B Sub folder 3000A I have approximately 6000 team folders, 3000 in the current structure and 3000 already setup in the future structure. I mention this to explain why an API is necessary. I've read the API documentation and was wondering:
Enable Notification using ZOHO CRM Notification Api , is there any wrong thing i did?please Replay ASAP
Url https://www.zohoapis.com/crm/v2/actions/watch Header scope:ZohoCRM.notifications.ALL Authorization: Zoho-oauthtoken 1000.f5971d88a8a89d5ee73242850ebf5ac7.f601a579fdb39f9294363a9388543444 Content-Type:application/json sample Input { "watch": [ { "channel_id": "1003330068002", "events": [ "Leads.all", "Deals.all" ], "channel_expiry": "2019-06-06T16:30:00+05:30", "token": "T1000000068002",
SPF failure despite multiple attempts- Please help
Hi Team, Despite multiple attempts (after following the steps mentioned in your support forums), I am unable to get my SPF through. My domain is booksthakam.com. I can send and receive emails from both my ids, but I would like to avoid the question mark icon associated with all the emails sent from my account. Mine is a start up and I wish my emails to look professional. This is going on for quite a while. Any help is appreciated. I am also willing to upgrade to a paid version, if that guarantees
Most recent Status created date
Hello, I need to create a report where i only have the most recent Status (according to the date) with the the comments etc. Below is the an example of the data I have: Candidate Name Current Job title Client Postilng title New status Created dated Comments John Smoth CMO Nobody xxx Shortlisted 2020-06-22 12:14:42 good candidate John Smoth CMO Nobody xx Interview 2020-06-26 11:20:16 move through process John Smoth CMO Nobody xx On hold 2020-07-03 14:36:16 Hiring freeze I need to have a report with
Fingers crossed emoji
So okay, on a scale of one to ten, this is probably .5 in importance, but can we please get a fingers crossed emoji. That is something I want to use all the time (Hope this is done by 3. :Fingers crossed: Hope that client signs off. :fingers crossed:) but it's not there. We have the Spock / Vulcan V-fingers thing, but no fingers crossed? What gives? Please add this :-p
Imported Zero value shows as blank in Zoho CRM
Hi guys, I have a number field in an external application mapped to a currency field in Zoho CRM. All values import correctly - for instance 9 shows up in Zoho as $9.00. Except for 0. When 0 is sent, the Zoho currency field remains blank. Is this the correct behavior in Zoho CRM? If so, is there a workaround? (I have confirmed that the integration is indeed sending the 0 value) Thanks! Dave
Convert Leads to Contacts only, instead of Contacts+Deals?
Hi all! For our use-case, each Contact always enters a Deal, and only one Deal (ever). We use Kanban view for Leads and Deals, moving the Leads and Deals along their respective pipelines, until closed. Working this way is OK, but it seems unnecessary to split the customer's info between the Contact and the Deal, and needing to update some information in the Contact, some in the Deal. Would it be reasonable instead to just convert Leads only into Contacts, and not create Deals upon conversion? Seems
Can't access ZohoSpark
Hello, my friend is trying to access ZohoSpark using his old account and gets this error: "Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access." And he can't create a new one because of this. Any options? Would really appreciate, thanks.
Zoho CRM - Stage History Detail View
Hi, I've created a custom deal layout, and my amount field is a calculated field so I don't want to use the built in "amount" field. My question is, how can I customise the below to pull information from my custom field? I've clicked on customise, but none of my custom fields are there
We are unable to get TXT record for SPF right now.
hi i have configured everything but i am not able to verify TXT record for SPF. can you help what should i do?
Read/Write access user unable to see data
I have a spreadsheet that has two Read/Write access users. They add data entries to a sheet, which has formulas flowing into summary sheet. Until yesterday, the two users were able to see the data on the data entry sheets, but all the sudden from today, both users wasn't able to see any data above certain row on that sheet. Any suggestion on how to resolve this is welcomed and appreciated. Thank you in advance.
Sales IQ Chat Widget Sticker Appearance Not Updating
Hello Community, We've made some simple and recent changes to the Sales IQ chat widget appearance and colour on our website. Whilst the colours have updated fine, the sticker design/shape refuses to change despite the change being committed and successfully updated. This worked / updated much more quickly before. Any idea what might be prevent this and how I get the sticker design to change (other than updating in the app, which is not working for us) ?
How to Automatically Put Related Fields into a Layout
Trying out Zoho CRM and have created a custom module to capture a specific type of customer interaction. Want to relate that module to both a contact and account. Added a contact lookup on the layout. Once a contact is selected would like to automatically add the related account for that contact to the custom module. Is there an easy way to do that?
The long-awaited improvements in mail merge templates are here!
We are pleased to announce that mail merge templates in Zoho CRM as well as the Zoho CRM Plugin for MS Word have been improved for better user experience. The improvements include some long awaited features, which we are excited to let you know about. Read more to find out what they are! 1. Mail Merge Templates extended to custom modules Earlier, mail merge templates were available only for SFA modules - (Leads, Contacts, Accounts and Deals). Now, you can create mail merge templates for custom modules
Cannont create time entries in ZOHO
My team cannot enter a time entry. Each time we click the "plus" on a time entry the screen turns white and stays white. we have tried several different browsers (Firefox, IE & Chrome) with the same issue. We have a select few whose time entries work, but most does not.
How to create a workflow rule depending on status?
I want a follow-up task to be created if a status is of a certain type. Not just cause status is changed as a whole. How can I do this?
Zoho CRM Lead Magnet Plugin Problems
Where to begin. Critical Problems 1. Plugin prevents Elementor from loading when a form shortcode is in place. The only way to continue to edit via Elementor once the page has been saved with the shortcode (and exited out of Elementor) is to disable the plugin. Here is the specific error when trying to load Elementor: “Sorry, the content area was not found in your page. You must call ‘the_content’ function in the current template in order for Elementor to work with this page”.
2. Date
Zoho Docs vs Zoho CRM Documents tab
Hi, This is a very basic question I know. But we just started with Zoho CRM and Zoho Docs and we don't understand the difference between the Zoho Docs and the Documents tab in the CRM tool. They obviously aren't the same, but can you give a definition / explanation of the difference and how we should use each? Thanks!
Re-Opened Tickets Notification
Hello, Can I create a rule to auto-assign a ticket reopened by a customer to a specific agent, as well as notification to that agent? THANKS, Brandon
Interview feature needs to be able to adapt to multiple time zones
Hi, I recruit nationally in Australia and often time zones are different State to State. Your interview booking feature needs to be able to adapt to this with a drop down menu so you have different time zones for your country.
How to verify checkbox against Status field?
I am attempting to connect 4 custom checkbox fields in the Deals module, that will be manually checked to automatically update the Stage field in the same Deals module. How can I do that?
Images not aligning on email template
Hi, I have a few templates with images. They look good when designing them and when seeing the preview. But when sending the email, the images are not aligned properly and fall out of the frame. Can you please advise?
Write Checks
This should have happened by now.....What is the hang up? Please get the ball rolling on this. It has been around two years and no movement. Either tell your customers that it isn't coming or let us know something in regards to time so we can make informed decisions. I would like to talk to someone in management please have them contact me. Bobby Green
Validação de conta por SMS não funciona
Não consigo validar minha conta com meu número de telefone. Após inserir meu número o sistema informa que meu número não é válido. Preciso corrigir isso e validar minha conta. Obrigado
IMAP or POP accounts won't forward
I have tried everything I can to get my Zoho.com email accounts to forward to my Apple Mail account. I have followed the instructions closely ... I have checked all passwords ... It wil not connect.....
Zoho Inventory Community Digest July 2020 - a monthly rundown
Hello all! We have another edition of Zoho Inventory Digest here for you. Check out some of the latest updates for this month. 1. Ask The Experts series: To help our users who are trying to go digital in a short time, we have been discussing a few Zoho Inventory integration topics on our 'Ask the Experts' series. Some of the recent topics of discussions have been: Zoho Sign integration Avalara integration Zoho Desk integration Stripe integration Australiapost integration You can also join our
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