SPF Setup
I can't setup the SPF im my account. I use WIX.com as host and I followed the steps that I found in the Forum. Click here to sign in to your Wix account. Hover over the user panel at the top right and click Domains. Click the expand arrow next to the relevant domain. Click the Advanced tab. Click Edit DNS. Scroll down to the TXT (Text) section. Click Add another, leave the host blank and add the TXT value as below: v=spf1 mx include:zoho.com ~all Click Save DNS. I still have this message im
Replying to a long threaded ticket crashes my browser
We have been facing slowness in Zoho Desk for the last few weeks in our company. Whenever we reply to a ticket, it takes a very long time to open. Depending on the ticket thread size, sometimes it would become unresponsive and crash the browser. We are running Firefox, Chrome and Edge. We tested this on different networks with different Internet speed. All of our networks experience the same issue. So this is not an Internet speed issue. Is Zoho Desk doing maintenance to their servers? When should
Not receiving email from GMail
Hello, I recently noticed I am unable to receive emails from GMail. I do not get any bounce messages whatsoever, the emails just disappears. Domain name is normamelhoranca.com DNS Provider is cloudflare Thanks
Comparator - Word of the day #102
Compare a variety of metrics across multiple modules, such as users, teams, roles, and territories. Create a comparison table, weigh in on a range of parameters, and track how your metrics fare against each other. Zoho CRM provides you three types of comparator visual styles to suit your preference: Elegant, Sport, and Classic. You may also add an extra dimension to your comparator charts by comparing the current numbers with your past records. For example, let's say that one of the KPIs you use
How to check which agent is in charge in the help center
When a customer checks the status of a ticket in the Help Center, can I see the name of the agent responsible for that ticket? I remember having such a function in the past, but I have not found it.
JSON Import into Creator?
Hi. I hope the answer is "yes", but if "no", there's a huge opportunity area for Zoho to fill: * Imports of JSON data feeds After Googling the internet, I was lead back to Zoho's docs which indicated Creator has a very robust API/export option, but I couldn't locate or confirm if JSON imports are supported. Also, as a former DabbleDB user JSON, XML, & RSS feed scheduled imports was one of their better features that abruptly went away when Twitter terminated the product upon acquisition. Please confirm
Time format in Showtime API
Hi there, I am trying to integrate Showtime APIs, I have issue with Time Format, somewhere in docs say long format. but that doesn't workout for me. Kindly help me with how to convert standard time to required format and vice versa. Regards,
Subform Best Practices: Blank vs Existing Form
I would like anyone's input as to what the BEST PRACTICES are when adding a Subform to a form in Zoho Creator. The two options given are: Blank Form: This is when you can add the fields directly to the subform. Existing Form: This is when you can connect it to an existing form in your application. What I don't understand is why you should choose one over another. Is there a downside to one or the other? Example: What started me down this path is I generally create a blank subform when I am trying
Stop zoho mail from constantly alerting of no configured mx record
This is really annoying. I don't want our domain's mx record pointing at zoho. It points to our on-premise mail server.
How do I seamlessly sync two fields between Contacts, Deals and Customer Cases?
hey all, say I have a custom field (the same one) on all three places - contacts, deals and customer cases. how do I make it so that if I change the information in the field in say the Deal... this will change the same field on the Contact attached to that deal and the Customer Case attached to the deal? thank you.
replace existing
When I would upload a file to Excel online it always ask me if I want to replace the existing file. I don't see this feature in Zoho and was wondering if there is a setting for this. Bruce
Contact Roles in Deals
Hi Team - so this is the first time we have implemented Contact Roles so we can add another contact in our Deals module. There usually are 2 contacts in our deals - purchaser and accounting. From what I can see, and sorry for the blunt word, contact roles are basically worthless when it comes to workflows. Only the main contact can be included in email workflows. When you send email from the Deals module, only the main contact email is included. I am guessing you can do custom functions to send emails
Merge Fields - One at a time....
We are looking at using writer for preparing proposals. We want to create a template that uses the same merge fields throughout the proposal template (for instance, company) When an employee creates a new proposal from the template.. they will manually enter the company name once, and it populates all of the merge fields... I can't figure out how to do this without linking to a data source... can't I just manually update the value of the merge field?
Is it Possible to Hide customer fields from payment hosted page, but show fields in customer portal
Hi Zoho team, When a user creates a subscription through our webiste, we also create a deal in Zoho CRM. When the deal gets created in CRM, there are a lot of custom functions that set different kinds of fields. Once those fields get calculated, we want to pull those values in through a webhook and display them in the customer portal. The problem is that, as far as I can see, we cannot hide fields in payment hosted page, but then show those same fields in the portal. WHY? This seems like a bad limitation.
Can we create User activity report?
Hi everyone, I purchased Standard edition of Zoho for my 3 users. I want to know, is all of my users are using Zoho on a regular basis. is it possible in Zoho to find out how many times a user uses the Zoho in a day, number of hours etc?
Say goodbye to Zoho Motivator—Zoho CRM brings motivation back (in)to selling.
Back in 2016, we understood that sales teams need to be nurtured to be successful. Simply providing a platform to sell wasn't enough. So we created Zoho Motivator, the sales activity management tool, as an add-on for Zoho CRM. It combined gamification
Linking the field properties in two different modules
Hi there, I have two different custom pick-list fields, one in the Leads module and one in the Products module. I would like the custom picklist options to mirror each other automatically, such that if I edit one as an admin, the other is automatically updated. Is it possible to do this? Thanks!
Live Calculation and Live Update of custom field in Invoice Page (If OCTFIS TECHNO can do it, why can't Zoho do it?)
Dear, i saw a video from OCTFIS TECHNO, regarding Live calculation and Live Update for custom field in invoice page. If OCTFIS TECHNO can do it, why can't Zoho do it? Thanks & Regards Shamnad Jafer 9446005528
Mobile CRM application is not syncing with my CRM server. This is my SECOND POST with no response from my first post!
This is the second post i've made because i have not received a response from my post from yesterday. I find it disconcerting that all other post have received responses from Zoho Mobile Reps, but have ignored mine. Also, I have filed a complaint through the "feedback" on the mobile app, with no response. My Mobile CRM Application will not sync with the crm server ever since I started using the new Zoho CRM desktop platform. Error message: "Info: The records in this view are yet to be synced with
Owner update
I want to update my sales owner I have one lookup field in Sales module.İt name is Sales specialist.I want the sales owner to be a sales specialist every time I create a sale. How can I do with function
send twice email
Hi, I've had a issue when sending email from Outlook via SMTP is actually being sent out twice. please help me
TLS v1.2 Upgrade for Zoho Desk
Keeping your data safe is our top priority. With that goal in mind, Zoho Desk will be discontinuing support for browsers, APIs, and Plugins with old protocols including TLS v1.0 and v1.1. Going forward, we will only support TLS version 1.2. Here's why this is happening. Older versions of TLS don't meet security standards anymore. They have certain vulnerabilities without any viable solutions and are being replaced with a set of more secure protocols. According to PCI standards, TLS 1.2 is the most
Dead end button on Blog
My client built a Site and used the Sites template for www.balaklava.tech. The Blog template intentionally puts a dead end button at the bottom for "Get Started Now". The button opens a blank page. The button cannot be edited because "the template is used by ALL Sites". At least that was what I was told yesterday after an hour of a tech support call. I have gone through many tech support email threads and have done an hour of a tech support call. Actually, it as only 45 minutes because our scheduled
Upcoming Webinar - Zoho Cliq Overview & Best Practices - August 25, 2020
The hosts of the CRM Zen Show, a weekly podcast dedicated to Zoho News and product reviews, will discuss Zoho's team communication application - Zoho Cliq Presented by Brett Martin and Tyler Colt from Zenatta Consulting. This webinar will cover their favorite Tips and Best Practices used by the Zenatta team when setting-up and implementing Zoho Cliq. Click here to register! There will be a Q&A at the end of the webinar to answer any questions you may have. We look forward to seeing you there!
I am trying to figure out a way to export records based on a certain condition from the deals module into a Google Sheet
The idea is that on a weekly basis, any deals created in that time that are exported into a Google Sheet so that fields can be updated, and then the Google Sheet is imported back into Zoho CRM so the records are updated. Is this possible to do using Zoho Flow and does anyone know how this can be accomplished?
This Week in Zoho News - CRM Zen Show Episode 107
Click here to listen to the podcast. Zoho News Zoho CRM Kanban Is Finally Getting an Overhaul The screenshots look pretty nice. It will be here “In the coming week”. So if that means 7 days from the post, we should see it before August 20th. Oddly, this will NOT apply to activities. Zoho Mail Adds Integrations with Todoist, Wrike, Monday.com, and Insightly CRM Zoho Mail’s extension widget (eWidget) currently supports 25+ applications you can access directly from your Zoho Mail account. Zoho Books
Draft/Ready and Compose/Review/Distribute Question
When a document is created in WordDrive there are several options across the top. There are stages of Draft and Ready. According to the tool tip until a document is marked as "Ready" it will "not be visible to anyone in the team folder". There are also separate set of stages named "Compose, Review, and Distribute". The relationship of these relative to "Draft and Ready" is confusing. For example, a document can be in Draft stage and at the same time be in the Review or Distrubute strage. Those two
Email Deliverability Tip#11: Improve open and click rates
In the last post, we learned techniques to improve email engagement. Today we'll be focusing on practices to improve open and click rates. Your email open rate is the metric of emails opened compared to how many were delivered, while the click rate is a metric that tells you how many delivered emails registered at least one click. Open rate and click rates are key factors to measure email engagement and conversion. Healthy open and click rates indicate that your contacts regularly engage with
KPI - Word of the day #101
Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by measuring their performance on a regular basis. For example, a sales manager wants to monitor the top 10 sales reps in terms of average annual revenue each of them have achieved. He can easily accomplish this by creating a ranking style KPI by defining the average
Desk / Forms / Sign Integration
Hello We have an online form for customers to complete. We have enabled the integration between Zoho Forms and Zoho Sign which takes the customer straight to the esign document. Because you can only have 1 integration we are using Zapier to then create a ticket in Zoho Desk once the customer has submitted their form. Is there anyway for a PDF copy of the completed form to be attached to the ticket that is created within Zoho Desk like you can when you integrate Zoho Forms and Zoho Desk? Or is
Trying the count function for multi select in subform and also removing already selected employees
Good morning, I am try to count the recurring employees under the "Employees Assigned" subform field. I have the initial count working for a single row like seen here And this is the deluge code I have to make this work. I have tried putting something similar to this in the on add new row for the subform but can't get it to work. It starts recounting as I select more employees. Example. My last request is to remove the employee names from the list after they have already been selected in the "Employees
Global search functionality is now made available in the Zoho Bug Tracker Android mobile app!
Hello All, In the latest version (v1.2.1) of the Zoho Bug Tracker Android app, we have now introduced the 'Global Search' option. You can now efficiently find out what you are looking for by searching across modules like projects, bugs, comments, and more with ease. You can filter the search based on the Projects as well, by clicking the 'Filter' icon available in the Search bar. A recently searched keyword can also be picked to carry out a search in the app. I have attached a GIF below
Is there a way to find Data Export History from Zoho CRM?
I'm looking at how to find out who has exported data from the CRM and cannot find this in the audit log. Is it because only admins can export? Thank you
Duplicate entries when running a report
When a run a customised report, i get every single entry coming up twice. So i have run a report to show all customers in NSW, and every single customer comes up twice in the report. There is only one entry in the accounts list per customer, so not sure why they are coming up twice
SPF Records
Hi, I tried more than one time to verify SPF Records and every time give this massage. I deleted and re-type it more than one time but it gives me the same massage. *I use cloudflare Thanks
Zoho Creator : hide Section doesnt work in Published Forms - Edit Mode ... Probable Bug
Hi, Have come across the bug that "Hide Section " doesnt work in Published Forms - Edit Mode only (Add mode - it works fine) Interesting part is that within the app as a normal user it works just fine .... Any explanation ?
Introducing the integration with O365/Outlook.com
We are happy that O356/Outlook.com has been added to our list of Calendar integrations which already includes Google, Zoho and Zoho CRM. The integration is a two-way sync leaving no chance for a double booking. O356/Outlook.com calendar integration is available in all plans including the Free plan. To access the integration, go to the 'Manage Business' page. Under 'Integrations' tab on the left hand pane, you will see 'Calendars' and on that page you can enable 'O365/Outlook.com'. Please read more
Email Sync in Vendor Module
In the Potentials Module there is an email sync. Is there a similar email sync that can be made available in the Vendor Module to capture all vendor related communications which are not linked to a potential?
Cannot click the Time when I schedule an email
Hey Team, I am not sure if I am the only one facing problem but I cannot click on the time when I schedule an email for another day in CRM. I have cleared cache and cookies and tried it in Mac and Windows. The time cannot be clicked and I cannot choose a time. This issue started just today.
Is there a Site for ready made scripts
want to know if there is a repository available for developers
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