Tip of the week 05 - Liven up your campaigns using polls
Your emails are the tool to boost subscriber engagement, eventually helping you build reliable relationships with your subscribers. However, building these relationships cannot be achieved overnight. It requires periodic levels of outreach. First and foremost, the key to a successful engagement is understanding your recipients' needs, and your emails have to reflect this. It's important that you get your subscribers to contribute their opinions, share their suggestions, and validate their interests.
Too many responses on testing a form
I've got this message as I'm using a Hotmail email to test some forms I created. Does anyone know how it can be resolved. It tells me to contact the admin. I am the admin. You have responded above the limited amount of times.
Sales IQ
Good day I am a Zoho one subscriber and I am just trying out Sales IQ. During "Offline" hours, if someone sends a message (chat), I do not get any notifications by email or otherwise. However, the contact information for the person goes to Zoho CRM, I was unaware that this happened until I checked the missed chats in Sales IQ. Is there a way to get emails for missed chats? How do I prevent the information going to Zoho CRM?
Ask the Experts - Zoho Inventory #16: 7 hours of live discussion on the integration between Zoho Inventory and Stripe
Hello all! Getting paid on time is integral for the success of any business. On this week's 'Ask the Experts - Zoho Inventory,' we will discuss Zoho Inventory's integration with the online payment gateway, Stripe. Together, Stripe and Zoho Inventory offer you a seamless online payment experience. Zoho Inventory integrates with Stripe to make accepting online payment a breeze. Your customers can receive invoices and make payments directly from links sent to their devices. You can give them a better
Cant recieve email from facebook
Hi, I am not receiving any emails from Facebook. I do receive emails that are sent from the my other email ids. How can I solve this?
How many mails can I receive in a day
Hi , I'm expecting a lot of automated emails from contact page form, I have not linked the form to zoho mail yet because I wanna know how many mails I can receive in a day? Those will be important, and I need to see all of them.
add quick notes under look up to be able to enter them
Hi when you see your candidates in the look up (when you click on the binocular icon) would be good to be able to add notes in this open window (quick notes), like you can do a quick email.
Zoho Books - TDS on Salary
Apologies for our ignorance as we are new to Zoho (rather accounting) Hello, We are using Zoho Payroll & Zoho Books both. Say, in Zoho Payroll, an employee salary is Rs. 100 (Next Pay 90 & TDS is 10). We paid Rs. 90 to the employee and deposited Rs. 10 to Government as TDS. Now in Zoho Books, we did the categorize the bank entry for Rs. 90 (as net salary payment; auto-match). I would like to know where to categorize the Rs. 10 debit (already paid to the government). Should we do it as Expense >
Form with Conditional Logic - duplicating fields only?
Hello, first of all thank you very much for this powerful platform. A little question about Zoho Forms. I'm creating a form with 2 options of fields: for Particular and Company Depending on the the first Dropdown selection (Particular OR Company). With the only difference the second choice selected (Company) should return additional fields. Here is my form: https://ecodominicana.com/yo-reciclo-365-rd/ Rule 1. Particular If Selection is Particular Then Show: Name Email Address Rule 2. Company
Recover deleted emails
Please recover all my deleted emails from the last month. Thanks in Advance
Is there anyway to change the monthly time entry view to include or be changed to client names instead of task name
In Time Logs > Calendar View > Month you only see task/job names. It's more important to show the client name. Is there a way to change this? Often our projects have a "Genera" task/job. The attached screen shot shows how this looks.
SERIOUS ISSUE: Workflows not triggering on the scheduled date time in July
Over the past 3 weeks we have had issues where the workflows are not triggering on the scheduled time/dates. Anyone got any suggestions? Support havent been able to rectify for us as yet.
Templates, more channels, auto create connections, zoho flow, rss feed
Hello, i have the following requests 1. please create a feature to be able to create templates for posts. Let it include the ability to set a template schedule, template wording or verbage, and template destination chnalle. for instance the way blogs are distributed is different from the way videos will be distributed and certain platforms take video only, and certain platforms both videos and blogs etc, so you can have a template for video that have the platforms already chosen etc 2. aslo please
Video recording from showtime session
Hello, The recording of our session isn't available yet. The recording says "Please wait for few minutes. We are getting your recording ready." Its been more than 4 hours since the session ended. Request you to please take a look at the issue.
Zoho Cliq - Conference Using iPad
Hello All, Is there a way to join a multi-part Cliq video conference call via the iPad? Thanks! Tyler
Getting started with Zoho People
We are a Zoho One user with 6-10 employees. We'd like to get started with Zoho People and I am curious to hear the communities tips on which Zoho People features we should implement first. Looking forward to any responses!
Problem with exporting Bank Transaction from Zoho
Hello. Myself Manoj from Bangalore. I run a Pvt Ltd company and have added multiple bank accounts which include a current account and a savings account. I am not finding any option to export bank statement from zoho to any format. As 1 of them is a savings account, I have added it only to filter company investments and keep track of loan given to company. But i dont see any option to export any statement in Banking section but only to import them into Zoho. If anyone has any idea about it, kindly
Cant able to connect to yes bank
Always when searched for yes bank, it says yes bank(Corporate), but for our company, we use Retail option in yes bank. How do i connect to this automatic import.
The email address is already registered with another account which is not a part of this organization.
Hi I want use support@teegoth(dot)com but The email address is already registered with another account which is not a part of this organization. Please help me.
Community Learning Series | Digest #3 - July 2020
Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most
Heat Map and visibilityChange
Hello, Until recently, Page Sense has been running on my Zoho Commerce store with no problems. It seems however that something either changed, or I possibly made a change on my side that changed certain behaviors of the site. To be specific, I was using visibilityChange as a way to turn the tab title into a pesky attention grabbing rotating advert to ask the potential customer to return to the tab if it was detected that they'd gone to another page or the tab had otherwise lost focus. I also used
Is there a way to sync user comments in Zoho Books with Zoho Analytics?
Hi, Is there a way to sync the comments associated with a customer record with Zoho analytics? I have integrated Books with Analytics and I cannot see a way to pull the notes/comments across for reporting. We have multiple versions of books for different companies in our group and I use analytics to consolidate financial information across all companies. For each company i have created "debtors" dashboards listing customer information such as amount overdue, last payment date, customer contact
Introducing Xoxoday and 6 other Zoho products for Zoho People
Simplify and automate HRMS workflows by integrating Zoho People with extensions from Zoho Marketplace. We released Xoxoday and 6 other extensions last month. Here's a list of the extensions released in July 2020. Xoxoday for Zoho People Xoxoday partners with several third-party services to provide a vast collection of reward experiences, digital gift cards, benefits, and more. Integrate Xoxoday with Zoho People to launch a scalable rewards and recognition program based on employee performance. Learn
EEO/OFCCP
I am working for 2 countries, US and India. When I enable EEO/OFCCP, it is activated for all locations. I want it to be enabled only for US and not for India. Also I have enabled multiple currencies. I want any record to have currency based on the country. Right now I have to manually change the currency for each candidate and job. The system should do it automatically based on the country mentioned in the record.
PDF Resume Formatting
Most of the times PDF resumes are not formatted properly. We have to use free online pdf editors available on the internet. Could you please integrate a better pdf editor in the system, so that resume formatting could be smoother
Facebook for Jobs
I have written earlier also many times and I am writing again regarding this. When the jobs are posted on facebook and candidate applies, it captures information based on the facebook profile or whatever candidate has set profile in facebook for jobs. There is also an option in facebook for jobs where you can put a URL address for job application. I would like to you to put the Job posting URL there. So that when a candidate applies for any position through facebook, he should be directed to Zoho
Duplicate candidate records
A lot of times a candidate applies with 2 different email ids, which create two candidate records. I have EEO enabled, which restricts me to delete any record. Now the problem is that most of the time candidate put different information, like he may put his nick name in one of the records and it's hard to find duplicate records with current search fields. In these cases, although I know which records to merge, I can't do it. I want you to add another field where I can merge two records based on system
Custom Function to link separate module fields based on lookups
Hi all, I've got two custom modules that both contain lookups: 1) "Customers" module, with a lookup field 'Unit' referencing "Units" Module 2) "Units" module, with a lookup field 'Current Occupant' that would change automatically based on the function. What i'm trying to accomplish is that whenever a 'Unit' is referenced in the lookup field in the "Customers" module, I want the relevant 'Unit' to then reference that "Customer" in the 'Current Occupant' lookup field. Does anyone have any advice
Using the quotes module system defined ‘product details’ field to sell a product at any price and see the profit made.
Hi All, Firstly, i would like to thank anyone in advanced who attempts to help me with this question. For quite a while now, our business has been trying to find a CRM solution that can accommodate to our sales process, more specifically the part of our sale where a sales agent creates and sends a quote. I realise that the quote module accommodates for this, by allowing you to import your products into the ‘products’ module. Here, you can set a ‘unit price’ which i understand is perfect for a company
Displaying Tax Subtotal on Quote Template
I have spent a lot of time customizing the Quote template to our needs, and overall I'm happy with it, but I'm having a problem with the way it displays tax. We frequently apply tax to some line items, and not others. No problem in Zoho. But when I try and display a tax subtotal, I'm stumped. The ${Quotes.Sub Total} field displays the total of all line items, including tax. What I need is: 1. The total of all the tax applied to the individual line items. 2. The total of all the line items, without
Item list for confirmed orders
I need list of items from all the orders where status is confirmed. This is to help us plan purchase / manufactire. Right now I can only get list of all confirmed orders but not items / consolidated list of items under confirmed orders.
Delete Filters
How to delete contact filters - we don't use any of these: FILTER CONTACTS BY Touched Records Untouched Records Record Action Related Records Action Email Status Activities Notes Deals Deal Amount Deal Stage Deal Owner Deal Closing Date Campaigns
Introducing Stripe, Slack and 4 more extensions for Zoho Subscriptions
Connect Zoho Subscriptions to your existing payment gateways, accounting solutions, support desk software and more using extensions from Zoho Marketplace. Razorpay for Zoho Subscriptions Start accepting secure one-time or recurring payments online with ease by integrating Razorpay with Zoho Subscriptions. Razorpay also enables you to to accept credit card payments. Learn more Stripe for Zoho Subscriptions Integrate Stripe with Zoho Subscriptions and start collecting one-time and recurring online
AND logic for Reports using Campaign Name
Hi, I've got a question about an unexpected results when creating a report. I've created a report to find campaigns that contain a particular string in the campaign name. I create two filter criteria using Campaign Name to find two different strings in it. When I use the OR logic in the report it returns, as expected, records that contain both of the desired strings. However, and this is the unexpected part, when I use AND logic on the same filter it returns NO results. This is unexpected because,
Workflow-Stop workflow what field updated
I have 5 SMS messages that I need to send. I want to stop sending additional ones if the "Enquiry Status" is "Contacted" How do I do this in a work flow? Here is what I have for the first one...it goes out when the lead is created. Here is the 2nd one that I have...but it is not working.
Introducing Toggl, Alegra and 3 more Zoho Desk extensions
Improve your support workflows with new extensions for Zoho Desk on Zoho Marketplace. We introduced Toggl and Alegra along with 3 other extensions for Zoho Desk powered by Zoho Flow. Here's a list of all new releases for Zoho Desk, July 2020. Toggl for
How to extract data from soap api response?
1. After successful request using getUrl() method got the response from URL but it is shown correctly in text enrich field only? 2. From the soap API response how to extract the values? 3. Is there any libraries like zeep (soap API clients) in python for zoho?
Introducing Asana, WhatsApp Business, Servetel and 8 more Zoho CRM extensions
Ease your daily workload by streamlining workflows, automating manual tasks, and making the most of Zoho CRM. Here's a list of new releases for Zoho CRM, July 2020. WhatsApp Business for Zoho CRM Bring your WhatsApp conversations right into Zoho CRM. Send individual custom messages or bulk messages, set workflows to send automated messages, and receive messages, all right in CRM. Learn more Wepster for Zoho CRM Keep in touch with your customers through multiple communication channels including
poppro.zoho.com not working
Dear admin my email account mmustafa@eastwestin.com.pk is not working with poppro.zoho.com please help. Mustafa
What's new on Zoho Marketplace for July 2020
Zoho Marketplace houses a wide range of extensions to help improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in July 2020. Zendesk for Zoho Subscriptions This integration allows you to access customer
Next Page