Viewing my team's open and overdue tasks across different projects
I manage a small team who all work across a number of different projects. I'd like to be able to see any overdue tasks and tasks that over coming up this week for all of the users in my team, not just my own open tasks. Currently I am having to go into each project (of which there are currently 17...) to see what is coming up and what is yet to be completed. Is this something that can be on my dashboard?
Small Business Heroes: Podcast #3 - Doug Kasper, Founder of 123HomeTheater.com
'Small Business Heroes' is a podcast series where we hope to covering stories from small business owners on how they use Zoho to scale their businesses. In this third episode of Small Business Heroes podcast series, we have with us a young entrepreneur from Twin Cities, Minnesota - Doug Kasper, founder of 123HomeTheater.com . 123HomeTheater.com provides consultation and installation services for a variety of home theaters to bring awesome movie theatre experience right into your homes. Let's listen
Tip#4: Map locator and Check-in
Have you ever struggled as a sales rep to visualize where your clients are located and found it tough to get driving directions? Without the location mapping software, it would be incredibly difficult to make travel decisions for a field sales rep. Using the Map functionalities in the Zoho CRM app, you will be able to identify the location of the Lead or a Contact easily and meet them. You can do all this and more by a tap of a button within each record. With Zoho CRM's 'Map locator' feature,
Email Deliverability Tip #15: Run a holiday campaign
In the previous post, we learned techniques to craft a win-back campaign. Today we'll be focusing on best practices to run a holiday campaign. The holiday season is the most important season for a marketer. To get the best out of it, you must proactively plan your holiday campaigns and time them to perfection. Let's learn about the best practices to run a successful holiday campaign. Clean your mailing lists, authenticate your sender domain, and warm it up to achieve better email delivery. Send
Using Amazon Integration Data
Trying to use Zoho Flow to trigger on new sales orders coming from Amazon Seller Central. I am able to see the data, but need help on parsing the long string that comes across with "Sales order created" trigger. The field being mapped to variable is: ${trigger.line_items} The return value is: [{"line_item_id":"9999999999999999","discount_amount":0,"item_type":"inventory","item_type_formatted":"Inventory Items","discount":0,"document_id":"","quantity_cancelled":0,"image_name":"","product_id":"9999999999999999","attribute_option_name2":"","attribute_option_name3":"","is_returnable":false,"sku":"product1","pricebook_id":"","image_type":"","attribute_name2":"","tax_exemption_code":"AMAZON
Spotlight 24: Glean audience feedback for sessions
Feedback forms are great tools to know what your audience thought at the end of your session. Enabling attendees to provide input that is useable is fundamental when it comes to understanding where they stand and where you should improve. With Backstage, you can collect feedback at the end of every session and customize your feedback form to further help you evaluate your audience and improve your presentation. Allow attendees to rate a session To display this form for attendees, go to the Sessions
Failed to authenticate on SMTP server with username ... using 2 possible authenticators
I try to use SMTP zoho mail in my prestashop 1.7.1. store. The problem is, when I try to send test mail (after setup) I get an error: Failed to authenticate on SMTP server with username "<zoho email here>" using 2 possible authenticators. Anyone knows the solution for this?
MX records - I do not receive emails
Dear, I do not receive emails. Zoho indicates that MX records are not directed to Zoho Mail, but they are. I have the MX records configured in Godaddy as indicated in Zoho Mail. Please I need help!
Help regarding hide Reset button from form.
Hello I need some help. I have a form in which I am getting a value into single line field. I have two button Submit and Reset. I am doing functionality on Submit button. Reset button is no use for me. I want to hide reset button from Form. Please tell me how can I hide reset button from the Form. Otherwise suggest me alternative.
Error code 9005 when using Time tracker API
When I try and use any of the Zoho APIs with /timetracker/ in the URL, I keep getting Error code 9005: Time tracker tab is disabled. How can I fix this?
Sales IQ Cookie Notification - per website, not entire Portal
Hi, I would like to know if there is an option available in Sales-IQ to include a different cookie notification on different websites. We are using multiple products/brand websites, and therefore each brand contains a different privacy policy (and different URL webpage link per policy) - but the setting to enable the banner notification for cookie notification can only have one privacy policy URL and seems to be applied through the portal settings only. Is there an option to change the privacy policy
List of Attendees Is Missing
(NOTE: I put this under Zoho ONE because I did not see Zoho Meetings on the drop list) I just sent out my third Zoho Meeting invitation and since the new interface, I no longer see the list of attendees. What am I doing wrong? Thanks, Bobby
Zoho CRM Email Template or Zoho Campaign email with a CALCULATED merge field.
Hi folks, I wish to send a small number (12-16) of emails to staff (users) that contain merge fields that is date-based. Basically, I need to month (eg. August) and year (e.g. 2020) as text within the email. The month and year will always be for the CURRENT DATE. (E.g. if the email was to be send on 2nd August 2020, then the month merge field would be August and the year merge field would be 2020. For example, I would like to have the following in the email: "Please note that your research paper
How many Books autoscans do I get with my Zoho One & How do I purchase more?
How many Books autoscans do I get with my Zoho One & How do I purchase more?
Quadrant Analysis - Word of the day #105
When you have a large amount of sales data in your Zoho CRM, quadrant analysis allows you to distribute the data that you want to analyze or measure into four quadrants. You can analyze data such as, i) the type of campaigns versus the revenue generated
Kaizen #45 - Handling Attachments API in Java and Java SDK (Part 2/2)
Hello everyone! Welcome back to yet another post in the Kaizen series. In our last post, we started our discussion about handling the attachments in Java and Java SDK where we discussed listing the attachments and uploading the attachments to a record in Zoho CRM. This week, we will discuss the other two operations in attachments API. 1. Download an attachment 2. Delete an attachment. 1. Download an Attachment To download a file attached to a record. Request method: GET Request URL: {{api-domain}}/crm/v2/{module_api_name}/{record_id}/Attachments/{attachment_id}
Chat is down
Any other users finding the chat feature is not functioning?
Can't send command to SMTP host; nested exception is: java.net.SocketException: Connection closed by remote host
In my web app trying to send email using SMTP zoho Server. Properties props = new Properties(); props.put("mail.smtp.host", host); //SMTP Host props.put("mail.smtp.port", "465"); //SMTP Port props.setProperty("mail.pop3.socketFactory.class", "javax.net.ssl.SSLSocketFactory"); props.setProperty("mail.smtp.socketFactory.class", "javax.net.ssl.SSLSocketFactory"); props.setProperty("mail.smtp.socketFactory.fallback", "false"); props.setProperty("mail.smtp.socketFactory.port", "465"); props.put("mail.smtp.startssl.enable",
Reversal of bounced supplier payment
Hello, I am wanting some help on how to handle a bounced SUPPLIER payment. It appears we made an error in the bank details for one of our suppliers and a payment was returned to us. The bill is marked as paid. How do we reverse the payment and record the returned monies so that the bil will be re-opened for another payment to be made to the supplier?
Recurring subtasks associated with Recurring Task
Hi, I am trying to set up daily opening procedures for my company. Each day, I would like my employees to perform a series of tasks and subtasks. For example, I would like them to perform the following: 1. in lighting, I would like them to switch on: a) cellar room lights b) tasting room lights c) hallway lights I have successfully created the tasks and subtasks. However, I can only make the task recurring. The subtasks do not remain associated with the task when the recurring task is created.
How do repeating tasks work in Connect?
I set up a task to repeat every 2 weeks on a certain day of the week. But the first time I completed the task and marked it complete, it was completed like any other task, but no new occurrence was created for 2 weeks from now. How can I actually set up a repeating task that actually shows up as scheduled for each date in the time period designated, and where I can complete the task on each date but still have it for all future dates?
Integrate Office365 with creating helpdesk users?
Ive just added the office365 extension which allows for contacts to be added and agents to be added directly from office 365. Could this be implemented with Knowledgebase Users allowing the admins control over who gets access and being able to add users in bulk? Use case would be admin adding all office 365 users (everyone in company) to the knowledge base and allowing them to login with 365 credentials. This means the admin can do this in bulk rather than waiting for a user to signup etc
Total Resolution time / no comprendo como esta expresada la información
Tengo una tabla dinamica que construyo con informacion de Desk, el campo Total Resolution time no se como vienen expresado en minutos horas. La tabla suma una serie de tickets en un periodo de tiempo y usando el campo Total Resolution time me da algo como 245.21265586 ?? no entiendo esa informacion. Mi idea es calcular el tiempo en horas de todos los tickets atendidos en ese mes.
Options to customize unsubscribe page
Hi, I'm trying to customize our unsubscription page and am finding it limited. Can you tell me if any of the following options are possible? Or if not possible now, could they be added in the future? 1. Add a company logo to top of unsubscribe template page 2. Have all recipients (both implied and opted in) get simply the choice to "opt out of all emails" option rather than having both an "unsubscribe to this list" button and an additional "opt out of all emails" link. (we mainly just have one list
Developer / Creator EU licensing per user cost please
I am looking at Developer Creator Application, and wondering what the licensing model is? Is it the aligned to the Developer Creator Solutions starting at $2 per user, or Creator Apps starting at €10 if in the EU? Thank you.
How do I get stats for all project users on Cliq ?
Hi, We have integrated Cliq with Projects. How do I get a stat of all project users at a glance? I have attached an example screenshot. Best regards, Sujani.
Can't send emails
Hi there, whenever I try send emails to anyone at all, I get an error. SPIF and DKIM are both verified. asolorio1193@icloud.com, ERROR_CODE :550, ERROR_CODE :5.7.0 Blocked - see https://support.proofpoint.com/dnsbl-lookup.cgi?ip=31.186.226.238 Reporting-MTA: dns; mx.zohomail.eu Arrival-Date: Sat, 30 May 2020 21:37:47 +0200 Original-Recipient: rfc822; "Angela Solorio" <asolorio1193@icloud.com> Final-Recipient: rfc822; asolorio1193@icloud.com Status: 550 Action: failed Last-Attempt-Date: 30 May 2020
Read/Write access users can't see data
Hi, I have a spreadsheet that has two read/write users added. They add data entry for me and I review them online. We haven't had any issues on it until today, and all the sudden, the both read/write users can no longer see the data that's in the spreadsheet above certain rows. They were able to see it fine until yesterday. I as an owner can still see all data on the spreadsheet, and the rows are not hidden or filtered or anything. Please let me know if you know how to resolve this issue.
Ask the Experts #12: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're hosting the online community event Ask the Experts #12 on 20 August 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 below
What is the recommended maximum # of people in a BCC list?
What is the recommended maximum # of people in a BCC list so that sendability isn't compromised? I have a use-case/user for whom using the CRM Mass Email is unacceptable. She needs to send to 225 contacts about once or twice eper month/ She needs to use only Contact Categories in Mail to segments her lists. Thank you.
Email Block
Hello sir, The email of mine is blocked. The mail says "Block Type: Mail Incoming blocked. Mail Box disabled. Mail Fetch has also been disabled for any active POP accounts" Please see to this.
Zoho People - How to View / Share all Employee PTO with the entire compnay
Hello Is there a way for all employees to be able to see a company 'calendar' so everybody can see who is out on vacation ?
Workdrive Screen
Hi Once we request to see the list of the files to be Thumbnail, the last row down cannt see the file names at all I tried by different browser its same, as the attached file. Thanks
How to make a meeting scheduled by zoho bookings change a field in CRM
my onboarding of partners is very simple: 1. i sent a meeting request 2. i send them reminders if they didn't schedule a meeting 3. 4.I have the meeting 5. continue business as usual My problem in empty number 3, is that I need CRM to know there is a meeting scheduled from a lead to stop sending reminder emails. My idea was for CRM to check the calendar looking for a lead schedule and then attach this to the lead profile, and then activate a workflow to know its scheduled and stop reminders. Does
Alert on file download
Dear, Is it possible to get an alert on the File "Attachment Viewed" action? Thanks, Tom
User Interface Issue when Creating Website Password
User selects Add > Sites. Now the user searches for the site they want to add, and often finds it's not available. So far so good. But once the user finds it unavailable, which no matter how many sites you add is always going to be common, the user now has to cancel out of the search window, and start all over by going back to "Add" and this time select "Password" and now select "Web Account". This is irritating. Solution - as shown in the example screenshot, there should be some type of button right
How do you get Zoho CRM Onboarding Support
How do I get my onboarding support after enrolling in a yearly CRM plan? I got the upsell from our rep after he told me all about the onboarding support and then nothing, even after multiple emails and messages.
Contacts
It would be nice to have Sales Contacts and General Contacts. Currently there is just a general contacts and I find that very frustrating. Not to mention I'm still copying and pasting my outlook e-mail conversations because the ZOHO I.T. has yet to spend quality time in making ZOHO and Outlook a match made in Heaven.
Link machines in CRM to Desk
Hello, we are building up a database of machines per customer in CRM. At the same time we would like to see that same database per customer in Desk. The reason we need this is so we can create a new ticket and by selecting the customer you get an overview of which machines the customer has. So you can select one of the machines that is related to the ticket. How can you make an automated connection between CRM and Desk regarding the machines, so that the data managed in CRM is also displayed in Desk
Zoho flow for Zoho desk when ticket gets tagged
Good afternoon My company 15d trial for zoho flow has ended as we started it by a mistake without actually using any flows and before I decide to purchase the module for £80, I'd like to know if is it available for Zoho Flow to trigger on ticket update with condition of assigning a tag to the ticket? For an example - a user does read the ticket and decides to set a tag on it. Then I want Zoho flow to move the ticket to a different department and inform a 3rd party company with mail. The problem
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