What are the trainee limits for on demand sessions
Hi, I'm building a new on demand session and wondered what the limits were for people attending. Understand there are limits for live sessions but what about numbers of registrants for on demand sessions? Many thanks. Jon
Re Order "All Forms" page?
Hi, I have a question... We have put iFrame forms on our website, that customers use most of the time, however if a customer rings with an enquiry, and one of our forms is the place we would send them, we will often open our website, navigate to the form page, fill it for them while they are on the phone. (Good customer service!) Alternatively, and preferred method, if we have open Zoho Forms, we will select the form to add a new entry. My question... We have quite a few forms, and they are listed
Enhancement Request: Send Email Choose Template screen
It would be HUGELY helpful if you could expand the number of characters displayed for the email template name on the Choose Template screen (see screenshot). We have a number of templates with similar names, so we need the additional characters to help us quickly differentiate between these templates when selecting a template. There appears to be enough space for this without increasing the screen width, but if not, expanding the screen width would be fine too.
#3 CRM/QB to Books Migration: How to show Serials on Invoices?
Trying to migrate from CRM / Quickbooks to CRM / Zoho Books / Inventory... Query #3 I've enabled serial number tracking and selected "Track in Packages, Purchase Receives..." option (Books>Settings>Preferences>Items>Choose Tracking). How do I show serials
Add/Edit Tag Options via API
I’ve been experimenting with the Zoho Expense API. Mostly things are going well, but there’s something I can’t figure out and is NOT documented anywhere (I’ve googled extensively). I’m can not modify/create expense tag options via the API, nor is there any documentation. I can create/edit/delete via the website, but need help knowing how to structure the API calls to do the same (creating via the web is not a good option for us in the flow we’re envisioning). Any insights?
Zoho_Mail_Suite_Sync
I'm trying to connect and sync Zoho x Outlook with Zoho_Mail_Suite_Sync 32 bits, but it doesn't work. Reading the log file zohoplugin.log, i think is a something with auth token. How can i solve it? [09/07/2020 13:27:31] - Zohobusinessplugin.icon : trayiconloaded [09/07/2020 13:27:31] - Zohobusinessplugin.icon : first sync 0 [09/07/2020 13:27:47] - Zohobusinessplugin.login : Login - 1.1 [09/07/2020 13:27:48] - Zohobusinessplugin.SREQ : Login - 1.1 [09/07/2020 13:27:49] - get uid 629261416 [09/07/2020
Integrate ZOHO Desk searchbar and add ticket in 3rd party application
We want to integrate a helpcenter search bar and the possibility to directly add tickets to our cloud software. We want to add a 'support bar' in our software where people have the search field to search for known articles. When entering certain tags the right document should become available directly. Just like the search requests in the ZOHO Desk environment direcly. Can you point us to the right API information? We also want to be able to directly add a support ticket from our application.
Story Template into Sprints
I need to have a default Story to be applied to all Sprints I would have in my Projects.
Importing contacts to a new list on Campaigns, that may have already unsubscribed from a previous list
I have just imported some client contacts onto a new list on Zoho Campaigns. As we are a large company and follow stringent GDPR regulations, my concern is that the newly added contacts may have already unsubscribed from a previous list in Zoho Campaigns, therefore will not want to receive any communications. Can you confirm if contacts have already unsubscribed from a campaign list, they will automatically be removed or will not be imported on to other lists? Has anyone else had this issue?
Tips and Tricks #30: Choose the best theme for your presentation
Hi All! We're back with another tips and tricks post for you all. In case you missed our previous post in the Tips and Tricks series, you can find them here . Themes help maintain consistency and connect all the slides in a presentation. Using
how to use zoho one in iframes in dotnetnuke dnn, with out have to login again.
we have an dotnetnuke site, and we use zoho one, when trying to add to iframe, it shows that one.zoho.com is blocked how can we add to the iframe in dnn
Data Backup - Word of the day #77
The Data Backup feature allows Zoho CRM users with Administrator privileges to take a complete backup of the CRM data. The data backup takes a few minutes to hours depending on the size of the data that needs to be archived. Smaller the data, lesser time it takes to complete the backup. The backup can be downloaded from Setup > Data Administration > Data Backup. Backup download link remains active for a maximum of 7 days from the date of backup creation. Here's a knowledge-base article on working
Introducing Zoho Directory Integration with CRM
Hello everyone, We are introducing integration of CRM with Zoho Directory. We are rolling it out in a phased manner and will soon be available for all customers. Benefits of the integration The integration is aimed to give the CRM administrators a stronger hold on the organization's CRM account by enforcing password security, IP restrictions and other policies. Read more about Zoho Directory. Here is the complete list of things you can do to secure your account: Single Sign On: SAML based custom
New built-in functions in Deluge
Hello everyone, In today's post, let us begin with understanding functions, return values, arguments, and built-in functions. Towards the end of the post we will have a look at some of the newly supported built-in functions. What are functions? Functions do exactly what the name suggests. They are used to perform a specific 'function' or a task. Functions are used to combine multiple instructions to form a single piece of code meant to perform an action. And whenever you want to perform that action
Show email activity in the dashboard?
Is it possible to show email activity on the dashboard?
CRM - Account number + generator
The title says it all: It would be great to be able to insert the Account name + account number. With this I'ld really like a account-number generator. The key point of this generator would be: I can generate all sorts of accounts : random numbers, random letters, combined, with a default prefix eg.: CH-AN 4563 the generator must know what keys have been given so that it never hands-out the same key twice.
Sales Forecast Report Question
I am attempting to set up a report in Zoho where if a Sales person were to lower the probability of a sales in their pipeline, it would show on the report. I can't figure it out. I can, of course, create a lost sale report. But that is losing the sale altogether. What I'm finding is that my Sales People are just backing down their percentages to keep their prospects from looking close to closing, but also not showing up on the lost sale report. Any help would be appreciated! Beth
Ask the Experts - Zoho Inventory #3: 7 hours of live discussion on the integration between Zoho Inventory and Shopify.
Hi folks! In the 3rd episode of 'Ask the Experts - Zoho Inventory,' we're discussing the Zoho Inventory and Shopify integration. Integrating your Shopify online shopping cart will help you manage all your inventory and orders in one place. You will also be able to integrate other marketplaces and manage your offline sales. Our panel of experts will be available for a period of 7 hours and will answer all your questions posted here. Here are some topics we'll be covering: Setting up the integration
Missing Fields in the "Advanced Ticket Filters for Zoho Desk" extension
The description of the extension reads as "The Advanced Ticket Filters extension allows you to choose from a variety of filters, including custom fields". It seems like that only custom picklist type fields which are located in the default sections are being presented to us. Picklist type fields which are placed in custom sections in the ticket layout are not being displayed as filters. Please change this behaviour to include all of the custom picklist type fields as filters.
Can I select this record on using updateRecoed function while creating new record?
I would like to use updateRecord function for insert unique value made in custom function on my self into the field created while creating a new record. However if I used updateRecord function, it's gonna be needed to specify record id but in the time I don't save yet so latest record id won't be generated untill hitting save button. How should I do in this situation?
nameservers
My domain is held by Bluehost. I am not able use DNS settings to point my domain to Zoho with. The only way for me to point my domain to Zoho is using nameservers. I have confirmed this with Bluehost Tech support. Please advise the name servers that I can use to point my domain to Zoho. Thanks, Blake
Is it possible for the note card colour selector to be customised with my regularly used colours?
I love Notebook. It has a few quirks, some completely harmless, and to be honest this is one of them, but it's so annoying. The problem I am facing is this: I have started making a habit out of colour-coding all my uni notes and to-do lists etc. across a multitude of apps. I get to my uni lecture, open up a note, prepare it by naming it my class name and today's date, then I'm almost ready to start note-taking. All I have to do is manually pick the rough hue and shade of the course colour every single
Zoho Support: Wordpress Web to Ticket Form
Hi, I can how to create a web form using the Zoho Support web to ticket form builder, but how can I integrate it with Wordpress? We currently use Contact 7 to build our Wordpress contact form, but it only seems to support emailing the contact data to create a support ticket. Having a proper web to ticket form would allow for better tickets to be generated. Is there a Zoho Support wordpress form plugin? What would you recommend? Would the Zoho CRM wordpress plugins work?
Trigger report creation from change in module field
I want to create a report based on the end date of any of the records in a module. The end dates are not the same and when new records in this module are created a new end date is created with that record. Is there a way to trigger the creation of a record a day after the end date of any particular record in the module? I looked in Workflows but couldn't find option to create a report. I checked in Scheduled Reports but couldn't find an option to create a report from a date in a module's record.
Forwarding email from with in CRM - Original receiver is showing opening
Hello, When I forward an email from CRM to another contact, in the original contact record it is showing they opened the forwarded email. I use gmail. Example I send email to Mary. Then I forward the email I sent to Mary to Beth. In Mary's record, it shows she has opened it. Beth does not have a copy of the email in her record. If I forward email from gmail everything works as it should. Email shows up under the correct contact. Email is opened by the receiver of the email. Thoughts? Anything
How can I set up Outlook account with my Zoho email settings???
Have tried and tried but it keeps asking for my password again and again...what am doing wrong????
Zoho Desk Functionality Questions...
Hello, before my business invests in Zoho Desk, I have a list of a few features that I'm hoping Zoho Desk can achieve. If anyone has experience with the following features and can let me know if they can be done, I would really appreciate it! Thanks in advance! 1. If a ticket is left open for more than 24-48 hrs: Can Zoho automatically send an email, saying the ticket will close at XXXX time? If the ticket is still open after XXXX time, can Zoho automatically close the ticket and send an email alerting
Bookings Features to be improved
Hi, I was wondering if you could pass on my suggestions to a dev team. I am currently looking for a software solution that enables my customers to book online. I was very impressed with the range of apps that Zoho offers however I am a little curious as to why the basic requirements I have can't be met with your bookings app... For example, I needed to sell a service on an hourly price basis but with a minimum of x hours, that is very basic and was hoping this could be changed quite easily. I also
Automatic Duplicate Lead Authorization
Hi, I Love zCRM Web Forms Very Much! One problem that is ruining everything for me is the lack of Upsert Capabilities. But, I'm not lazy and i am able to do the upsert proccess using custom function: A. Search If A Contact with the same Mobile - The Unique Field - Exists A.a. If So, Insert The data from the webform to a note or a task A.b. If not, Proceed to B B. Search If A Lead with the same Mobile - The Unique Field - Exists B.a. If So, Insert The data from the webform to a note
Not receiving any email from private domain.
Hi there! I am not receiving any email from private domain like-name@businessname.com. But Gmail, Yahoo, Hot mail are fine. Is there any solution? I think it should command issue, please let me know if have any solution.
ZohoWriter deletes spaces when pasting a document from Microsoft Word.
Everytime I try to paste a 63 page document into ZohoWriter, it deletes random spaces between select words throughout the entire document. An example: Original Text: Sift together the dry ingredients. Cut in the butter until mix resembles bread crumbs rather than flour. Make a hole, pour in milk into center. Mix until liquid is completely mixed in, not until it resembles dough. Mix with be very crumbly. Pour onto a floured surface. Work just until edges no longer look flaky. Indent tops with a thumb
baja
Hola a quien correponda solicito la baja del servicio,gracias
Can send but cannot receive emails
Since May - not able to receive any emails - emails not going out either until today.
autoresponders
we sell car stereos, we buy back the original one from customers. looking for a way to create a process where they fill out a request to sell on our site, i get the request and can have an autoresponse sent based on the selection. anyone know how to do this? i found how to use forms for internal processes but this is for outside of company not internal. thx!
Zoho CRM Calendar: Duplicate events in crm after connecting to google calendar
Why do I get 2 sometimes 3 duplicate events in my Zoho CRM every time? I use Zoho Bookings and Gsuite sync
i can't create mail box for user tuvan@fert.edu.vn
Dear Zoho, I have an account at zoho. My email login is saigonfert@gmail.com (super admin) I create user tuvan, but i can't create mail box for it, please help me. Thanks you so much!
Forgot my admin email
Hi Zoho, I forgot my admin detail for atmcomsub.com, could you please let me know which is the email id in use for zoho admin, so that I can login using that one ? Thank you
Zoho Expense: Product Updates for April - June 2020
Hello all, We're back with our quarterly update of features added to Zoho Expense. We hope all of you are staying safe. Without further ado, let's run through the notable features developed in the past three months and show how these features can benefit your business. Advanced Autoscan We have made significant enhancements to the autoscan feature by refining its Optical Character Recognition (OCR). The enhanced autoscan extracts line items and data from the expense receipts you upload, with increased
email is gone
I created folders in the email I moved emails to that folder and disappeared
Migrating Zoho Domains
Hi all, im thinking of migrating from zoho au domain to .com, primarility because there are more third party integrations, and for access to zoho connect. my question is, has anyone done this, and are there any negatives to be aware of? also, can i get my .au data transfered to my .com account? thanks!
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