Feedback Widget vs ASAP?
Other than the difference of look where ASAP button shows up as a distinct button, vs Feedback widget that shows on the side of the page. Are there any other differences? How do we decide which one to implement? Also, looks like we can have a chat functionality in feedback widget. If SalesIQ is enabled would SalesIQ be used as chat in feedback widget?
Can't create mail sale@megavietphat.com???
When create mail sale@megavietphat.com, this email isn't created so this email into Invitation List??? What should I do?
How do I remove a contact from a list, but not from my whole account?
What I REALLY want to do is to move contacts from one list to another. This seems to be impossible -- please tell me if it's possible! -- so the next best thing is to add the contact to a new list and remove it from the former list. I've already figured out how to add a contact to a new list, which can be done from the All Contacts tab. But when I try to remove the contact from the former list, I get a message asking if I want to permanently delete the contact. Obviously I don't want that! So what
unable to filter in zoho sheets
Hello, I'm unable to filter in zoho sheets, I press on the filter button and nothing happens.
Google Recaptcha app
I'm trying to enable google recaptcha but there is no field for me to enter the secret key. I enter the first key and nothing changes. Still nowhere to add the secret key.
Custom Group of States Filter
Newbie here to Analytics. I've built a basic dashboard that gives us a good amount of what we need for a project, but I'm struggling with something that I'm not sure is possible. We have reps who handle groups of states and I'd like to create a custom filter for each of these groups that filters the Dashboard data to the relevant data. For Example: Group 1: NY, CA, TX, FL Group 2: NC, GA, MI, OH I'd like to create a filter labeled `Division` that has options of Group 1, Group 2, etc which updates
SQL Cumulative sum.
Hello guys, how are you doing? Thanks for the time answering this. I want to make a cumulative sum using a sql statement. Can you help me telling whats the error in this formula: select "data da operação","Cliente", (select sum(x."saldo inicial") + IF(x."TIPO"='SALDO INICIAL',0,if(sum(x."Quantidade")=0,sum(x."profit"),0))as "Patrimônio" from "Futura Completo" x where x."DATA DA OPERAÇÃO"<= "DATA DA OPERAÇÃO") as teste from "Futura Completo" order by t."DATA DA OPERAÇÃO" ? Tks Guys Leonardo Hermoso
Google Domains - How to set-up DNS for Zoho Sites
Hi Just in case you use Google to manage your domains, you may find the following helpful in pointing your non-www domain to Zoho Sites... Create a CNAME Record with the host name 'www' and point it to zhs.zohosites.com. Forward your root domain 'yourdomain.com' to 'www.yourdomain.com' (domain name with www). To do this (as of today!) Under the Custom DNS page, scroll down to the Synthetics records In the 'Subdomain' box enter @ In the 'Destination URL' box enter your full URL e.g. www.example.com
When is the content approval feature going to be added?
Hi, I’ve seen a few mentions of this rumoured new feature across different posts. Other social media management platforms have a role or permission level that allows people to submit posts for approval by a moderator/admin. Currently, Zoho Social only lets you have a role where someone can’t post at all but can suggest posts in the Community section (by starting a discussion). Can you please provide an update on when this important, and much needed, functionality will be added? Even adding a new
Custom Domain Emails Being Treated as Spam
Hello all, I have a custom domain from GoDaddy that I setup using Zoho so that I can send e-mails from myname at customdomain.club. I set up DKIM, SPF and DMARC records on my custom domain and used mail-tester.com and received a score of 10 and it says these are correct. My problem is that any emails I send from this custom domain get treated as spam, but mainly by hotmail.com. If I run my spam email headers through the mxtoolbox's Spam Analyzer, it gives me 5.6/5.0 rating which it classifies as
SalesIQ chat widget won't show with my website's font
hey guys, i love this software but this will not show properly on my site. sometimes it does show with the right font, but most of the times (different browsers, computers etc) it will show in some ugly random font. my website is built in wordpress and it's address is: www.artwayz.com can i somehow force the font on the widget? maybe insite the code itself or something? thanks!
Can't Get A Email To Save My Life
this is just ridiculous, I can send emails but never receive any emails at all. I set everything up and when you call they act like they dont know their own service. How do i get this to work. Definitely need a much better customer service if your going to be in a niche that needs so much support. Im pissed
Bill: Late Payment
Good afternoon, I have some suppliers that have a late payment penalty fee. We are looking for a way to include this feature in a bill template. For example, some suppliers have a range of days for a certain penalty percentage. Example 31 - 50 days - 5%. 51 - 100 days - 8 %. We are desperately looking for this feature.
Codigo ZB
Hola, necesito el codigo ZB y no lo tengo para poder verificar el dominio. Por favor es urgente.
Automated Email sent when application is received
Hi, how do i set up an automated email reply templates for job openings? Also, would it be possible that these emails are being sent under a generic zoho notification email (which then send a reply to hiring managers? Can we attach more than one hiring manager(collaborator) to a job opening? Thanks
Duplicate emails in inbox
I am new to Zoho mail. I use Zoho webmail, the Android phone app and also download mail on my laptop to Microsoft Outlook 2007 (using POP settings but leaving mail on the server until it is deleted in Outlook or one of the other apps.) I've only used this service for a couple of weeks but I have noticed that periodically I get duplicate emails in my Inbox. The duplicates show up on all three apps. At first the duplicates were emails that I had sent to myself, either from my old email account but
Can you select specific contacts from a list to send a campaign to?
I have a list of contacts, and would like to send a campaign to subset of them. I can't use segmenting as there is no common filter between those contacts, and the sub set of contacts may only be used once. Can I select the contacts from a list to send the campaign to as a one off campaign?
CRM for efficient sales follow-up — Never miss out on a potential big deal ever again.
Rigorous follow-ups in business demonstrate one's determination to build relationships with your customers. The end result of these successful relationships is, of course, more sales. Simply put, a follow-up is the process of proactively communicating with customers to complete an activity—in this case, a sales rep carries out a set of repeatable steps to build relationships, taking the prospect from the early stage of awareness to the final sale. Why following up in sales is important Never miss
Free webinar: Integrate Zoho Vault with popular SIEM services
Using a password manager like Zoho Vault simplifies password management and offers innumerable benefits for teams and businesses alike. One of the important benefits is the ability to track all individual actions performed with passwords and all other sensitive data saved in Vault. With our real-time audits and live reports, tracking user activity is an effortless task. You can now enhance this capability even further by integrating Zoho Vault with one of many popular security information and event
spreadsheet
On my previous MS spreadsheet I was able to split the screen into 2 parts by dragging a small line located on the top right of the spreadsheet down and creating a fixed data section on top to be used for my reference. My working lines were added below the fixed lines . I am unable to find this useful tool on Zoho Helmut D
Logging SMS in Zoho CRM
I am trying to figure out how to do something that seems relatively simple, but I have not been able to find a straight answer on it. When I exchange SMS messages with a lead/contact, I want the conversation to be logged in that person's timeline. I do not need to send mass SMS. I don't even need to send or receive from within the CRM. I just want text exchanges from my phone to show up in the CRM. It would make me especially happy if there were a way to do this with a Google Voice number. Thank
Attachment from WorkDrive
Hello All: When attaching files from WorkDrive to the CRM it would be helpful to have a Filter by option with the All Locations filter so you can filter the search by the location of the file. We have several Team Folders where the sub-folder names are
Blueprints: Why common transitions can be only 1? We need all transitions to be common.
What's the reason? We need all transitions to be common. Do you save any kind of IT resource? It makes 0 zero sense. What if you need 2 o 3 transitions? You have to remove that limit and let us to choose whatever transitions to setup as common. Does it make all sense?
msync missing emails
Hi, A few computers outlook are missing emails that show up on other computers and the web interface. I have tried to delete and re-add the box and after a while, it will start missing messages again as they come in
Ask the Experts #9: Five hours live Q&A session with Zoho Analytics product experts
Hello all, We're hosting our next online community event Ask the Experts #9 on 27th May 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
Creating templates for a specific situation
Hello everyone! I am working in a recruitment company and I use Zoho CRM free before doing it on the one of the company. No one in my company really knows how to use the CRM, as most of them use Recruit. What I would like to do on the CRM, is to create a teamplate. I'd like to know if it's possible that what I wrote on the lead's information page, can be transformed into a template. The template should contain for example: name of the job, name of customer, place of work, person in charge, schedule,
Sharing folders across different zoho organizations
Hi all, we have the current setting: - I am managing two different organizations with two separate zoho accounts (subscription plans) each. Now we want to share folders between the two organizations. What's the best way to do that? Kind regards Vin
"Dashboard" tab missing
I've logged into Zoho Support this morning and realized that the Dashboard tab has disappeared. Is it a problem specific to my account or has the Dashboard tab purely and simply been removed from Zoho Support?
Adding Zoho Mail to ZOho One raises a deployment/region error
Good morning! We have Zoho One, based in the EU region. I try to add Zoho Mail to Zoho One. I add our domain name as requested and get the error: The domain which you have entered belongs to another deployment/region. There are no other deployement or region ?! Where is the problem. Thank you
Free webinar: New Zoho Sign features and a live Q&A session with our experts
As businesses of all sizes across the globe go through a rapid digital transformation in all departments, they're also adopting a remote work culture without a second thought. At Zoho, our entire company has also been working remotely for a while now, focusing on improving your experience during these critical times. A digital signature app like Zoho Sign is one of the important applications to keep your business up and running in the current scenario. Keeping that in mind, we recently released a
Editing of Images in Ticket Responses
Hi Zoho, i feel Zoho desk is missing a critical feature to edit images as they are added into the reply like you can in Zoho Mail or in Cliq. e.g. in Zoho Mail or Cliq i can add a box or arrow etc when i insert an image or screenshot. In Zoho Desk we do not have the option to edit the images or screenshots that I add into the ticket response. I am currently required to use an external program or Zoho mail to edit an image then copy it to Zoho Desk. Can I request this feature be added to Zoho Desk?
ZIA - Word of the day #58
Zia is an AI-driven sales assistant for Zoho CRM. Zia optimizes your CRM data through data mining and machine learning to deliver key business information such as sales predictions, suggestions, and alerts. It is not only based on what goes into the system, but Zia even learns how each salesperson uses Zoho CRM from all her analysis. With Zia, you can understand your customer's behavior and deliver personalized marketing campaigns and other services that help you improve sales. Here's a knowledge-base
Ticket Layout in 2 columns
When you are setting up the layout, dragging and dropping the fields its in 2 columns. When you select the deaprtment and view the ticket on the help desk site its one column. This would save a lot of space. For instance the date time fields shouldn't need a full width box.
How to add a block of text to a ticket
Hi I have a need to add a block of text to help my users navigate/understand the ticket form. Statis tool tips are no good as the amount of text is limited, changing Section titles doesn't work either due to the limited amount of text. It would be great to have a simple text box that can be populated. I saw in an earlier post that there may be a way to edit the CSS to include some text. Can I get some advise on this or any other option I may have? Regards Scott
External support ticket sharing
One of our vendors has followed our example and moved to using Zoho Support for thier Help Desk. (Any kickbacks?) Is there a way to add them into our Support Desk to allow them access to a particular department so that we can share tickets and assign them certain tickets or tasks? We could of course simply email their system, however if we do it from within Zoho, then our ticket numbers in the subject conflict and either causes an auto-response loop based on our mutual reply settings, or wrong
Is there a way to include contacts from a Public View into a campaign
Hi, We're new to Zoho CRM, and we're trying to use the campaigns to send some targeted emails. We have public views defined in the contacts tab, and we'd like to send a distribution to these contacts. We can't use the filters as there's muiltiple criteria, and I don't want our users to have to define these each time. For example, I have a view where Contacts.Role must be "Accounts" or "Sales" and Contacts.Location must be "Building A", and a few other criteria. When I go to create a campaign though,
Tip of the week 66 - 5 tips for your next set of email campaigns
Aren't we tired of hearing ways to cope with the current new-normal times? When are we going to accept the reality and start implementing ideas to overcome the same rather than ranting about it? We believe it's high time to move on with a hope that the pain ends and also remind your customers about it. So, here are a few tips that you would need to consider while you send out your next set of email campaigns. Take a look at them and let us know your feedback in the comments box below. 1. Include
mails are not shown in sent folder
Hi? I have sent mails to many people but they are not shown in sent box. Are they sent? Yare they not shown? Plz sort my problem out. Regards, Afshan
Integrate DialogFlow with SalesIQ
Hello, My company loves the zoho ecosystem, we are subscribed to Zoho One, and have been using SalesIQ for more than 2 years. We have no desire to abandon it, however, we are experiencing the limitations of how it is implemented and the API available. We would like to step up our online presence and invest in building a chatbot/automated responder and have likely settled on DialogFlow for our system because we use Google for everything else already. It is not clear to me exactly how we might go about
How can I share multiple files in Workdrive
A customer is a creative agency and they send examples of video work to their clients. The format is one large video at top of page, this video has information about the video underneath it and an option to download or comment. When you click on any other thumbnail it moves to the top and plays How can I do this in workdrive? Thanks Mike
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