CRM Sync Issues in Zoho Showtime
Hi there, 1. The predefined registration fields are not getting sync with the contact module of CRM. However the predefined registration fields are getting sync with Lead module. Especially City and Country. As I have been using these fields, they are not getting sync. Is there anyway to get this rectified? 2. While syncing Showtime is missing to sync the sessions to few of the contacts. Any reason behind this? 3. If the Showtime session is tagged to the lead, and when I convert that lead into the
Replace IMAP with MAPI
We would like to request that IMAP be replaced with MAPI. Due to security issues we have eliminated the use of IMAP for all users except those on CRM. Requiring those users to have IMAP subjects us to hacking attempts which we cannot block right at the authentication policy in Office 365. Granted we can protect accounts in other ways including MFA and conditional access policies, but having IMAP off means we can stop the attacks right at the authentication policy thereby not making it flow through
To remove 'agent' login referece
How to remove the reference to 'agent login' in the customer portal?
Not getting new emails pushed to Android
Hi there, I recently set up my Zoho Mail account on my phone (Android 5.1, stock Email app, IMAP), but as of recently I'm not getting push notifications for new emails anymore, at least not with any consistency. Pulling to refresh within the app works correctly and shows new emails, and I can send emails from my phone just fine, but for whatever reason I've stopped getting emails pushed to my device, even though it was working when I very first set it up (about 3 weeks ago). I've tried all sorts
Escalation Rules - Word of the day #87
If cases aren't being solved quickly, Zoho CRM automatically escalates the overdue cases to the relevant manager or sales rep. You can configure a simple set of rules based on various criteria like priority, case name, or the time at which it was created to govern these actions and manage cases more efficiently. Here's a knowledge-base article on how to set escalation rules. Check this video from TheMarksGroup. Previous 'Word of the Day': Review Process Next 'Word of the Day': Email Parser
How to send bulk emails to specific candidates with specific skills
How to send bulk emails to specific candidates with specific skills that grabs more than 100 candidates
¿Formación completa sobre Zoho?
Buenos días, Desde hace varios años trabajamos con Zoho Crm. Os escribo porque estoy interesado en estudiar el sistema para poder conocerlo a la perfección y así adaptar y mejorar Zoho Crm a las necesidades de nuestra empresa. La cuestión es que no encuentro el modo de estudiar el sistema en español desde lo más básico hasta conocer lo más complejo y quería preguntaros si hay algún sistema de formación (formación online, algún manual en español,…) que me permita conocer en profundidad la herramienta
wordpress not sending emails via contact forms
Hi my website is not sending emails using the contact form 7, I have installed several smtp plugins, used ssl, tsl settings, changed the email routing to remote mail exchanger but all are not working whenever i try to send message from the contact form i still get this message "THERE WAS AN ERROR TRYING TO SEND YOUR MESSAGE. PLEASE TRY AGAIN LATER." I have mailed zoho with the error displaying when trying to do a test and i was given a procedure to follow and then revert. Find below Hi, We
read receipts no cliq
Hi we need read receipts no cliq.
seen feature on chat
Hi, Is there a seen feature on chat system? I want to know and automatically just like Facebook Messenger marked seen when they read the message. This is good for communication between different timezone and urgency.
Changing the pointer of reports/dashboard to different table having exactly same schema
Is there a method to change the pointer (underlying table) of reports/dashboard to some other data table having exactly same schema?
SMTP setup
Hi guys, I'm trying to use your smtp on sending mail but I got an issue using port TLS 587 or SSL 465. I am creating a local help desk application. I'm sending email to the user for account validation. Pls. find attached trace route result.
Automated Emails
Hi Zoho, I'd like to have the option to edit the email template automatically generated to candidates before it's sent. Is this possible? Right now, the templates associated with statuses are sent the moment I commit to the new status. -Cris
Openings listed on Company page
It would be nice if you could toggle between open jobs and all jobs on the company page, like you can do with the activities.
Search Bar Feature
It would be nice if the search bar retracted after you select your search item. It's rare that we do another search right away.
New Career Site
Dear Zoho Team , We appreciate of the new career site if it support arabic Language and please consider to add Jordan adress details in all address field which not shows in the preentered options shown in all Moudels and in job Opening and Candidates Module especially
duplicates
I have not found a way to search for duplicates in contacts (drop Down menus) - not sure what filters to select Can you give me more specific options? Thanks, MCK
Allow more than 10 fields on the candidate portal
We would like to use the candidate portal as a way to allow our candidates to complete their profile with us. we have a very long application form and it would be better to use the portal where they can log in and complete the form there than having a very long zoho form that has to have the field values passed to it via URL to update the candidate record. Please contact me if you have questions.
Hiring Manager Print Candidate
We dont receive resumes, all of our candidates come from web forms. Our hiring managers need to be able to print out the candidate information because our interviews do not happen where a computer is available. We are in transportation and many interviews happen outside or in a barn where these is no computer. I understand there is a reason for this restriction to help drive sales but i think not printing data that is available to them on screen to satisfy the features that are available to them
Error handling
Hi, I have built an error handler function for my google api call. However I’m struggling to find an elegant way to restart the original workflow or function upon refreshing the access token. workflow: run function “api call” (for example read a file on google drive) function api call: calls google api and upon response = error, calls errorhandler. function errorhandler: deal with the error. If the error is ‘token expired’, call function “refreshtoken”. Function refreshtoken: refreshes google access
Cannot delete folder from docs trash
I had deleted a shared folder and can see it is in the trash When I try to delete it from trash, a popup comes 'deleting' but nothing happens This is a big folder and I'm stuck out of space till this folder gets deleted!
new function request - import to job opening
we would like to get new function being developed, to take the job postings to the job opening with simple click currently we are exporting and importing
Commission Rate
Hi there, We have Zoho One with CRM and Invoice linked together. I see under Products we can put a "Commission Rate" against a product. This is exactly what we need to do and then pay our Sales Rep's such commission. How does this part of the system work? How do we use do such?
Updated Career Site Suggestion
Hello All, On the new career site, when jobs are listed in the "job listing view" with all of them lined up one after the other, the city is present and very apparent. In my screenshot example, it shows a field service technician job opening in MIami, FL. Once the job listing is clicked the relevant bullet points are highlighted to the right under "job Information" The city of the job should be listed here. I would recommend removing the zip code, as no candidates ever look at the zip/postal code
Tip #5: Personaliza los estados de tareas en Zoho Projects
Tips and Tricks #5, adaptado de Sushma K S ¡Hola usuarios Zoho! Siguiendo con la serie de Tips and Tricks para Zoho Projects, hoy presentamos un nuevo truco para que puedas adaptar Zoho Projects a tus procesos. No olvides consultar el resto de consejos de la serie después de leer este. ¡Empezamos! Tip #5: Personaliza los estados de tareas en Zoho Projects. Los estados de tareas nos ayudan a determinar el progreso de las mismas, y a hacer seguimiento de los proyectos. Por defecto, Zoho Projects ofrece
Embedded Video from Workdrive
Dear Workdrive Team , Is there option to embedd Videos uploaded to Workdrive into Website , or into Zoho Writer ( not just link ) like from youtube ?
Revenue Per Position
Hi, I'm a pretty new user to Zoho Recruit and i have a burning question This is about the option - Revenue Per Position, while creating job openings Here is an example: Let's say i signed an agreement with a client which outlines - for every successful placement the client pays 15% of the CTC Offered to a candidate. Now, this client has 5 vacant positions for 1 role and the offered CTC is dynamic since it depends on a candidate's current ctc and overall experience. Candidate A: Get's offered 150,000
Telephone and Reference Check Templates
By way of introduction, I have recently joined NationalOT as HRBP and will be supporting with recruitment process and practice. I am familiar with Zoho having used it in the past and would like to understand more about how our platform is currently configured and capacity to make changes within current agreement. Unless we can already do so, we are seeking to build two templates into the Candidate Process. They are: 1. Telephone Screen Form and 2. Reference Check Form. We also require to ability
Mass Invite
I recommend that this feature should have a double confirmation. 1. Mass Invite 2. Confirm you want to Mass Invite the selected Candidates Yes/No
Working with Candidates
Hello All, As a recruiting firm, we focus a lot of time working with candidates, and quarterbacking them through the system. I spend a lot of time looking at the candidate list (in the candidates module) of active candidates who are currently associated with jobs in our system. The problem is that all of the jobs have very similar titles, so it is hard for me to tell exactly which job they are associated with when looking at the candidate list. When I list the Candidate Status: It shows the title
Zoho Plug In
Is there anyone out there who is able to use it? I have seen lots of problems posted, unable to get any satisfactory suppport at the moment! I would be really appreciate hearing from users that have it installed and working, my team are loosing belief it will ever work. Be great to hear from those that have a more positive experience
I request an API endpoint that will return details of all the users in my account
I request an API endpoint that will return details of all the users in my account
How to import Resolution in Zoho Desk , Tickets Module
I am trying to import tickets from .CSV file and i am not able to find field Resolution While importing .
Manage TO: field in Zoho Desk custom function (deluge script)
Hello, I need to manage TO: field on my deluge script. I'm using a dozen of incoming mail addresses and I need to know what address the customer writes to (i.e. support@myaccount.zohodesk.eu or payments@myaccount.zohodesk.eu ) Currently I have created 1 rule for each support mail address, but I would use a single custom function / deluge scripts. Could you help me?
Vendor Portal
2. Requesting to have a way to send and receive more information to the Vendor Portal. I need to share pre-screening questions with Vendors and I need a way for them to submit this information along with their candidates. 3. When I share jobs with Vendors, I need a way to enter different commission rates. Example: 5.50/hr to 5,000 and also, FT, PT, Contract, Temp
Be able to manually send candidate an interview reminder
we have a need to send interview reminders to candidates. We know they are/can be automatic but there is a use case for our users where they want to send manually from the interview record using a template and updated messaging.
Feeds not working for certain users
Hi, we are a small organisation with just 2 users, I get a feed of everything my colleague changes, ( i don't think i manually set this up). My colleague however does not get a feed of everything i do on zoho and he has the same user permissions as i do. When you go into his feeds each time it shows "write your first feed" even though we have already sent items from his feed. can you explain how i switch this functionality on for him so he can see my zoho activity in his feeds?
First Call Analytics
Hello good Morning. I have the following doubt, how can I make a query in zoho anayltics to get the first call made to my leads, or is it necessary to know the record of the first call of each lead in my zoho CRM.
Sum time field
Is it possible to script for cumulative total of a time field? I am using the following script to fetch time from one form to another: for each PeopleRecord in People[ID in input.People_lookup] { //fetch participation record ParticipationRecord = Participation[ID in PeopleRecord.Participation_dates]; //update record PeopleRecord.No_hours_participated=Time_spent; } This only gives me the most recent 'time' from the record. Is there a way of doing a cumulative total time? Thanks!
This Week in Zoho News - CRM Zen Show Episode 104
Click here to listen to the podcast. Zoho News Zoho Analytics Updates According to the post: Ask Zia can now interpret grammatically unstructured queries appropriately… If this works, I’m going to have Zia communicate with my kids from now. Zoho CRM Portal Enhancements Portal users can now edit records created by other users. A major update that has been long overdue. Zoho Social Updates Four new dashboard enhancements that went live in July. Zoho is Building a Hospital The 250-bed community hospital
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