Is there a way to obfuscate an email address so it can't be scraped?
Is there a way to programatically obfuscate an email address so it can't be scraped, but it can be clicked?
Account hacked
Hi, I think my account has been hacked as my password has changed and the security question prompt isn't what I would set it to. I emailed Zoho's support address this morning but haven't heard anything from Zoho. Please could I get some advice on what I should do? I am unable to change the password or set up MFA as I need the answer to the security question. Thanks
Missing Attachment
Just in the last two weeks, I have been having a large number of emails that people are sending with attachments, but there are none attached when it arrives in my inbox. They are not weird or dangerous attachments, they are just normal jpegs or PDFs but they are just not there. I have the customer send them to my other gmail account and they come through just fine. Is there something that has changed in the way ZOHO handles these attachments or is there a setting I can change to make it go back
Display Record Summary Inside of the Form
How can I easily display a record summary, record detail inside of a form. Example: I have an order form. If the order form is a split order, then I want it to show a previous order (un-editable). I have the logic of finding the previous order, I just need to display it. Possible Solutions: I could create a stateless form and then have the form populated. Thats a lot of work to just show a record. Use the notes field and fetch the data and populate with HTML. This also is a lot of work since Zoho
know Bouncing emails from which list
Hello, I would like to know if there's a way to know the bouncing emails (soft and hard) from the campaigns reports from which list so I can easily delete the emails.
Small Business Heroes: Podcast #2 - Jeniffer Weise, Founder of Bee Free Gluten-free Snacks
'Small Business Heroes' is a new podcast series where we hope to covering stories from small business owners on how they use Zoho CRM to scale their businesses. In this second episode of Small Business Heroes podcast series, we have with us a dynamic
email blocked
Hi my email was blocked and would like to check with you about the issue 5.7.0 Server IP 136.143.188.58 listed as abusive. See http://spamauditor.org/best-practices/ip-reputation/ for more information.. Protection provided by MagicSpam 2.1-14.1 http://www.magicspam.com thanks
IMAP Emails - Leavers
If we have CRM set up to use IMAP, someone leaves and their email account is closed down, are those emails kept in CRM or do they disappear with the account?
Meeting availability checker
It would be really nice to be able to select a few dates/times and sent it to a number of people and have they select what times they are available.
SMS Notifications—Keep your respondents posted with quick updates
Hello everyone, Notifications and status updates are an important facet of maintaining a robust information channel with your form respondents. With SMS Notifications, sending them a confirmation message when they submit or update a response is now made easier. Be it an order confirmation, service request update, appointment confirmation, or anything that needs you to send a quick update, use text messages to keep the communication going. You can also set up workflows using form rules to send them
How to export Banking Details for Vendors in Zoho Books
Hi Team, How can I export Banking details of Vendors from Zoho Books and Import when ever reqired.
"Please try again after sometime"
Hi! I'm trying to edit a custom function in CRM, but when I click on the link, it says, "You cannot access this URL now because you have already accessed it more than the number of times allowed within a given span of time. Please try again after sometime". There's a screenshot attached to this post. How long is "sometime"? How many times per minute/hour/day am I allowed to edit a custom function? How soon can I edit this custom function, as my boss is expecting me to? Thanks!
WorkDrive Etiquetas
Acabamos de probar las nuevas etiquetas en WorkDrive, y nos encanta. No vemos la posibilidad de compartirlas? Esto se podría plantear? Seria una herramienta fantastica. Saludos
upload file for bluk edit gives INVALID_REQUEST
I try to upload a file for a bulk import but got the following error: { "code": "INVALID_REQUEST", "details": {}, "message": "unable to process your request. please verify whether you have entered proper method name, parameter and parameter values.", "status": "error" } I added some screens for more information.
Events Renamed As Meetings
Hello everyone! As events in CRM are synonymous with one-on-one or team meetings conducted for different sales activities, we have decided to rename the Events module to Meetings. The term "Events" has often been misinterpreted as major business gatherings like user conferences or hackathons. So, to avoid confusion, "Events" will be displayed as "Meetings" under the Activities module. What and where is the change in the v2 APIs? 1. Modules API (settings/modules) a. The singular_label Event is
Unable to send message;Reason 5545.1.8 email outgoing blocked
I am receiving this email when trying to send an email. I am able to receive emails from others just fine. I have not reached the free 5 GB limit. Why am I receiving this error and what can be done about it?
Upcoming updates - February, 2020
Hello App Creators, Welcome back our series of upcoming updates! Here's what we'll be rolling out in the next 2-3 weeks: Custom inline error messages for fields Look up data from the same form Spreadsheet report enhancements Improvements for the Layout Designer for Print & PDF PDF enhancements for records Deluge script versioning Form workflows revamp - - - - - - - - - - Custom inline error messages for fields Many of you may have used the alert task to implement dynamic data validations. For example,
adding video to crm template
Is it possible to embed a video in the templates on CRM?
Video Tip #11: Work confidently with your team with Zoho WorkDrive
Hello everyone, We hope you and your loved ones are safe and well. We're back with another helpful video tip for you. WorkDrive offers multiple features to help you work confidently with your team, and, today's video showcases two of these features: Version History and Check Out/Check In. With more and more teams working remotely, most of our discussions and collaborative work have moved from in-person meetings to documents. In this video, we'll show how you can work with your team without
Bug: iOS app consistently crashing on image load
I’ve created an application that calls (multiple) images to be displayed in a Notes field. Works fine on pc, but the iOS app consistently crashes upon the first load of the form once a new image has been added. Subsequent loads (when the images have been saved in cache??) of the same form load ok. Please support.....
CRM: The 'Need Help?' section inside the product is revamped
The 'Need Help?' section in the CRM profile page has a new look. Previously, this section had two options: "Chat with us" and "Resources". Now, we have introduced a few more channels of communication: Write to us Talk with us 24*7 Priority Assistance Need a demo? Community Write to us: Users can send an email to our support team (support@zohocrm.com) from within the product itself. Talk with us: Users can dial the toll-free support numbers shown in the list and talk to the support executives available
Restrict Client View of Task Work hrs
We have created Client Users so that our clients can see the progress of their project live, but we are concerned that clients can view the Work Hours of tasks. For us the work hours is commercially sensitive information which is used to develop the cost of the project to identify the 'selling' price to the client. We need to put the Work Hours against tasks, to track planned versus actual time/cost, but by no-way should a client be able to see this. By letting the client see the Work Hours,
All I want to do is set the color of an event in my CRM Calendar!
Our business has struggled in using the Zoho CRM calendar to its maximum potential because the CRM Calendar Views get overwhelming and messy.(I think most users view the CRM calendar for events rather than the "Activities" tab list view). We have had to figure out ways around the hurtles waiting on more integration between Zoho CRM and Zoho Calendar. (years to be exact) All we need is the ability to do these steps in Zoho CRM Calendar 1. Color code an Event by Event Owner or select the Event's color
Feedback from anyone using fairly large automated workflows... about to set one up.
HI, I'm about to set up an automated workflow containing around 35 emails all delivered a day apart. The plan is to use Zoho Checkout to take a payment, this is integrated with Campaigns and will add the person to a specific list which then kicks off 35 emails over 35 days. Has anyone experience of setting up a flow this large? Anything to watch out for? Does the Zoho Checkout integration kick off an automated workflow? Is there a limit on automation steps or numbers of people within an automation?
Zoho Campaigns - Missing contacts from Synced list (Zoho CRM)
Hi, We've just recently taken out a subscription to Zoho Campaigns, and we've performed an initial sync. After the sync, the number of active contacts didn't match our expectation until we found the "Ignored Contacts" section. In the ignored contacts section, we had contacts blocked under the following areas: File Duplicated - no problems with this Invalid Pattern - we fixed the email address and now that's working Empty Email Addresses - expected behaviour Group Emails - We don't know why these
ZOHO CRM SubForm/Module filtering in ZOHO Campaigns
Hi, I'm just wondering about the best way to perform the following objective: We need to add a "Committee Appointments" section to our contacts. This will allow us to register each contact onto one or more committees. We need to be able to send emails to these committee members based on their membership. Once we remove a committee appointment, they should automatically be removed from the committee emails We're using Zoho CRM and Zoho Campaigns I first tried to do it via a SubForm, but we can't
Customer Portal Improvement
Hello we need to be able to add COntact /Account fields to Registration form in CUstomer portal. 1. if possible to ad redio buttons to enabling visability of the fields in Registration page. 2. also Checkbox for Privacy Policy and Terms before Registration button should be enabled. my Service team is facing the problem and considering switch to competitors system, please help. Regards, Eduard
Reuse a workflow with the same contact
I want to reuse a workflow with a contact who has already used it. Let me explain better, I have a workfloow that is activated when a new contact is entered in a list, when the workflow ends I remove the contact from the list, if the contact sends me a new request then it falls back into the list, this does not start the workflow, is there a way that allows the contact to restart the workflow again? Thanks
How to get data from this API response
Hello, I'm having trouble figuring out how to read this response. The result posted below is saved on a variable called response. <?xml version="1.0" encoding="utf-8"?> <string xmlns="http://www.ventamovil.com.mx/ws/">{"Confirmation":"24","Description":"RECARGA EN ESPERA","Folio":"000000","Folio_Carrier":"000000","Notice":"Feliz navidad 2019","Balance":"0","transaction_date":"23/06/2020 17:44:33","productVersion":"21"}</string> I want to get the data between {} I tried this but got null: info response.get("Confirmation");
Hard Bounce in CRM
Dear All, I just did my first email campaign with Zoho Campaigns. I received some hard bounces from the campaign, and I would like to integrate that info in my CRM by erasing the email (which are hard bounced) How should I do that ? Thanks! Jennifer
Not receiving certain emails
I am having an issue getting emails from certain senders. I have checked settings and all seems to be okay. My other Zoho account doesn't have this issue.
1 Account Multiple Domains and Mails
Hello Zoho, I have a question, something weird is happening in my account I have Zoho account under email address omarzein84@gmail.com And I have another account under omar@vapester-lb.com Somehow they are connected together and omarzein84@gmail.com dose not really exist, If I login in it takes me to vapester mail directly. I have another question Can I add more than 1 domain and more than 1 Mail account into 1 Zoho account For example I have another Zoho account under the name omar@rosmars.com
Zoho CRM active subscriptions view
How could I create separate view in CRM that'd be synced with Subscriptions? I have to create simple and reliable contact list of active members. Now we have a lot of dublicates and mess inside our CRM. Any suggestions? Native integration doesn't work.
Help resolving account setup with Mail / Zoho One
I need help. ZohoOne email support has tried, but I haven’t been able to sort this out with them. I’m able to pay a consultation fee to you if you have very deep knowledge of configuring Zoho Mail / Zoho One. I’ll provided a detailed pdf via email which shows what I need. Ken
Send email immediately
Is it possible to immediately send an email? I like the built-in delay, but not every one does. Thanks.
Why is Log A Call so complicated?
I simply want to log a call. The Create Call page requires a recording of a call. The page does not include the phone number of the contact that I am calling. I'm not a call center...I'm a single salesperson who wants to track activity, create a follow up task, and send an email. Why is it necessary to record the call? Why can't this be disabled? I'm not interested in tracking seconds per call and all of the details required by an inside sales team or call center. Isn't there an easier way to do
ZIA / ASAP in Hebrew and RTL
Does Zia bot supports Hebrew? And RTL?
Javascript Variable Scope
Hello Guys, I am trying to get the value of the variable "mthitems" out the function defined to retrieve the record data and run the for loop as shown below. But somehow it does not return me any value for the variable in the console if I print the values outside of the function, but inside the function when i try to it does return the proper values. Can someone help? mtconfig = { reportName: 'Match_Stats_View', criteria: 'Parent_Season==' + ssitem.ID, } var mthtitems = ''; let mtdet = ZOHO.CREATOR.API.getAllRecords(mtconfig).then(function(mtrecords)
Ask the Experts #10: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're hosting the online community event Ask the Experts #10 on 24th June 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
A few pet peeves on long-standing issues with Zoho CRM
While I am overall happy with the Zoho One platform, there remain some seriously weak points int he CRM that make me wonder what on earth the devs were thinking. When you set a company financial year in the Company Settings, it is not applies anywhere YEAR is used to filter or create a report. Basically, the setting is ignored. People looking for "opportunities this year' or other common tasks or developing sales charts are completely at a loss as to why their numbers do not match. Zoho needs
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