Zoho mail access for second user
Hello, how to add zoho mail to a second user? At the moment, it works only for our admin user.
Zoho One setup for a B2C business - do I need to use accounts?
Hi I can see this question has been asked before, but the answer provided is not very clear and a few years old, so I am hoping Zoho One has improved its B2C experience in recent years. Context: - We are using Zoho One for a B2C (interior design, home remodelling) business. - We want to use Marketing, CRM, Books, Projects and other apps - I initially disabled "accounts" as we dont sell to accounts but keep getting errors when setting up projects, books and other features. It seems that the user guidance
Is it possible to have different pay periods for the same plan
Hello, Lets say that I have 3 plans for the same product, Basic, Pro, and Enterprise. I want to encourage customers to pay annually, but also to allow monthly charges and quarterly charges. The yearly price will be lower of course. If I do that using plans only I will end up with 9 different plans (3*3), and this is only one product. Do you have such a feature to allow various payment periods for the same plan? Thanks, Oren
Client Portal
I'm sorry for my blunt statements Client Portal i guess is a disaster in making. I had a chat with you support team before posting my thoughts here though. Client Portal seems to be a dummy app with absolutely no functionalities. Here is a situation: Recruitment Firms share a load of resumes to clients. 1 client will hire for multiple positions and it's not a one time affair. Let' say i share a few resumes through client portal. Now the client has to either Approve or Reject those resume. Now depending
Mass update of Stage in Potentials
Can anyone help me with this? I do not seem to be able to do a mass update of Stage in Potentials. Thanks
How to Make user login automatically by using credentials from another source
Hey, I have a SaaS based product, We have hundreds of users using our solutions. Here is scenario where I need help? I would like my users to create from tickets directly from my software page. I would like them to check previous tickets logged by them. Important point is, I don't want them to create a new username and password for DESK, I would like to use my software User Credentials to allow them login and create/ check tickets. How do i achieve above scenario?
Notification templete
I´m using the Desk in Spanish but by the way, In the templates, I find this "Notify agent when a comment is deleted" and all comments anyone post I receive that template. My question is. if the Notify "says" comment is deleted is not really deleted so I guess is wrong named because it looks like a comment is added. the template look as a follow Dear ${Cases.Recipient Name}, ${Cases.Recent Comment By} has deleted a comment from a ticket (${Cases.Request Id}: ${Cases.Subject}) that has been
Email notifications from Community
I has a number of notifications coming in from the Zoho Community product channels, which suddenly stopped. I was following the general threads and these notification where a very good way to understand the products. I am still following the threads, as below but no notifications are coming in.
System Error
Hi Support Team, We have an issue with sending emails. The error message that we receive is: "Unable to send message, Reason: 550 5.4.6. Unusual sending activity detected. Please try after some time." We do not have any unusual activity going on but we have been receiving more inquiries from clients due to covid-19. Could that trigger the system error? Please unblock us ASAP. We need to respond to our clients! Ray
User Profiles in Portals - ie restricting products to resellers
Hi There I wish to have a reseller portal where my dealer can place orders, I have done that bit what I am struggling with is I have a number of market sectors each with its own product range, I don't want to put resellers of by having all the products on display, only those that relevant to each reseller I have created a profile as a test with the relevant permissions, however how do I apply that in the portal Then how do I apply multiple profiles for different clients Thank you Jonathan
Configurable Trash auto-deletion
Hello Zoho Team, Would like to propose a configurable auto-deletion of trash, including an option to disable auto-deletion all together. Many providers impose this kind of funcionality and I find it very to me. Personaly, given all this mailbox space, the way I use trash is I put non-important messages in there, to get them off my Inbox, and I do want to search my trash once in a while. One might argue that you could do the same thing in different ways (labels, etc.), but that's imposing your way
Control visible fields in Spreadsheet View
Apologies if this is a silly question. But how do you show/hide fields (columns) in Spreadsheet View in Zoho Creator 5? This was easy in the old version, but cannot see how to do it in Creator 5? Any guidance much appreciated!
Pictures Turn When Using a template
When I make an email Template and send a test half of my pictures are turned on their side when I receive the email. What am I doing wrong?
How can i generate token for zoho web api requests in asp.net core 2.2
I tried to reference below https://www.zoho.com/crm/developer/docs/csharp-sdk/configuration.html article but it shows implementation in app.config while we have appsetting.json. Also it is stated here that we need to manually generate token which would expire in certain time. I would like to generate token when we request the zoho api. Any help is much appreciated
US Based Zoho Recruit Consultants
Does anyone know of any strong Zoho Recruit consultants with business process experience that can help us map out our recruiting process in the system and integrate with Zoho Campaigns?
Checklist notes need more formatting - especially indentation
This app looks great, and it's almost the exact app I've been looking for, for a long time, to take my notes. However, some features are left to be desired—especially with checklist notes. Right now checklist is extremely simple—just a list of things to check off. It would be great if we could indent some tasks within that list to make them into sub-tasks of the ones above and create some hierarchy. It will also be great if in such a hierarchy when the top-level task is checked off, all sub-tasks
Inactive Contacts - How to Hide Them
In our previous CRM, we could store inactive contacts (retired, terminated, etc.) of our accounts, but also reduce their visibility. So for example, if we created a note, inactive contacts would not show up on the list of contacts to choose from. Does anyone have any suggestions on how to apply this condition to contacts in a Zoho CRM?
Quantittive tracking of an expense item
We are a school where we buy note books / text books / stationery items for free distribution to our students. When we buy the above items we book the expense instead of creating inventory. But we require to maintain a quantitative record of the items
I want to migrate from G Suite to Zoho Mail
Hi, My email is hosted with G Suite and I want to close G Suite and continue with Zoho. Can you Please guide me to step by Step procedure for that. Thanks in Advance, Anil K. Golla
Migration from Office 365 to ZOHO MAIL
Hi I have a customer that wants to migrate his mails from office 365 to ZOHO Mail, is there any procedure or information about that proccess! Thanks in advance!
Mass Mailing after searching using different criteria
In mass mailing from the contacts module ,are you able to select contacts and then retain those contacts while searching for other contacts using different criteria. I have lost this functionality which was operational for over a year.
Activate Webhook with a button
Is there a way to make a Button activate a Webhook?
IMAP login / sessions history not available
Typically I'm unable to know where are users connecting from when using IMAP. If they login on the Web then it's visible on Device Sign-Ins, Active Sessions, Activity History, etc. This is a big security limitation. Is it a temporary problem? In the same field, Application-Specific Passwords show the creation date but don't show the last login time/agent header/ip address. For security review and revocation they are not so useful.
Firefox Add-On Not Working?
Hi there, I'm trialing Zoho Vault and I'm finding that the Firefox addon is neither filling nor logging into sites that I have saved. Here are some details: I have tested with Chrome and I experience no issues; everything works well I'm using the latest version of the Firefox 56.0.2 (64-bit) and the Zoho Vault Addon The Zoho icons show up, and I'm able to see the "Fill" and "Login" buttons, but when I click them nothing happens We primarily use Firefox, so it would be great if this could work! Thanks,
Parent child
Dear Zoho community, Use case Real Estate broker. Want to form parent child relationship for Properties which will have multiple Listings. The Property will be the 1 constant in the background - 'Master Record' and each new lease will be a new Listing, might also be a Sales Listing. Additionally I want all the fields to sync between Property & Listing, when a field is updated in one, it is reflected in the other. How do I achieve this? It's not a straight forward look up relationship is it...
Feature request- Vault exports & sharing
Hi, I recently had a request from a client for all of their passwords, and it turned into a nightmare. your feature to export the Vault in HTML format is good, but you need 2 extra options 1. Export only one folder or checkbox select the folders to export 2. Set a new password for the export Why? The csv export is appalling. You can't send it to anyone without spending time making it readable. The HTML export is a brilliant feature, but I don't want to send a client ALL of my passwords and have
Accessing the last record?
Hi, I've been searching on how to access the last record of a View in a form. I've seen the code below. We are not expected to manually set a flag on the last record to search/filter on are we? Is there not a first, last, next, previous method of running through a list of records? Cheers, 4. How can I create a view in Zoho Creator which shows only the current record? To create a view which shows only the current record, Create a hidden field in your form to identify the current record
Not Receiving Email in Zoho Mail
Hello Zoho Team, Hope you are doing well and safe! We are not Receiving email in our zoho mail. email id is support@unisofttechnologystudio.com Kindly look at this matter as without getting mail it is hard to keep track on projects! also i am attaching one screenshot here. Also please let us know as this screen shot is showing no such user! but we are using the same mail from past 2 year. Please Note Recently We have transferred our domain from Go Daddy to Namecheap not sure if it is relevant Many
How to authenticate noninteractively to APIs
I have two use cases for APIs that I don't understand how to authenticate. 1) I want to make myself a desktop timer app. I don't want to have to run a server to redirect to. I also don't want to have to open the Self Client page every time. I just want
Task completed analysis
Hello there, We create lots of tasks and estimate a due date. Often we have to change the due date. Is there is a simple way to see the tasks, the expected due date and the actual due date it completed to show how often and for how long task deadlines change?
Video Tip #9: Choose to Suspend or Delete a Team member
Hi everyone, We're excited to be back with our video tip of the week. We hope these tips help our WorkDrive community understand more about the essential features of your favorite online collaboration software. Team Admins in WorkDrive can choose to either suspend a team member for a certain period or delete them permanently from the team. In either case, the members would lose access to the team files immediately. Let's take a closer look to explain these features and their uses. Deleting a team
Extra space in an email forwarded in a task comment
Hi, I forwarded an email in a comment of a task in Project and empty lines were added in the comment, which makes the comment easily readable. Is there a way to configure the display of comments created from an email? Or is it necessary to transfer the email in plain text rather than in html so that the rendering is better in the comments? Regards Marjorie
How to switch to 12 hour format?
Hello. I'm trying to create a form within creator that allows my employees to clock-in/out but the date-time field in the forms only allows for 24 hour format? We need 12 hour format. How can I get this going? Also, I need two forms, one for clocking in upon coming to work, and another for clocking out at the end of the day. How can I get these two forms to work together on one report? Thanks
URGENT problem - ZOHO Desk and our helpcenter not reachable suddenly
Starting 20 minutes ago our support department can not enter Desk anymore or see ANY support ticket The helpcenter customers use to view information is also unreachable. an someone urgently assist us?
Projects API timelogs
Hello, I'm moving my platform that uses Zoho Projects API no the new Zoho Projects REST API and i'm facing some problems getting the timelogs. What is view_type and date? Is there any way of getting my all time logs of the given project without specifying a particular day? My intention is to get all time logs of all days.
Manually Add an Attendee
I have a partner who would like to attend my class to provide feedback. He is not a co-trainer, and will not be interacting with the attendees. As things are now, he has to register and pay for this class. I'd send him a refund... A convoluted process. I think it would be great if we as a trainers can manually add somebody by adding his/her email and name to the list, bypassing invitations, any need for payments, or answering questions that other attendees need to.
Tip of the week 65: Three pillars of email marketing
The ultimate success of your email campaign relies on optimization of three pillars of email marketing namely, subject line, email design, and campaign scheduling. And, the best way to improve the performance in these three areas of email marketing is to conduct a survey and understand the likes and dislikes of your subscribers from the survey result. So, with this idea we recently conducted a survey on Twitter, LinkedIn and Instagram with a major focus on the three pillars of email marketing.
Determining the type of notification
I changed the contact using java-sdk 2.0.5 Then I get a notification NotificationRequest(queryParams={}, resourceUri=https://www.zohoapis.com/crm/v2/Contacts, module=Contacts, ids=[XXX], operation=update, channelId=XXX, token=XXX) How can I understand the difference in the notification. User changes contact through Zoho UI or through Java API
Add LEAD to an existing CONTACT
Hello Everyone! Is it possible to add a new lead to an existing contact? We sometimes have people who reach out to us for multiple services throughout the year. I don't want the team to create a duplicate contact for someone who is existing. We typically only convert a LEAD to an OPPORTUNITY (DEAL) when we are able to schedule a service appointment. So, is this possible? I have tried to add a lead to an existing contact by using the related list but it doesnt give me the "+" option. Thank you.
E-mail is down
Hi I have no chance to receive or send any email from yesterday, I have DKIM and SPF messages that seems that they need to be configurated but I can't find how. I use zoho from years, my domain matteo-innocenti.com is on iwantmyname and it worked a charm up to yesterday
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