Problem with copying text cards with images from Notebook to Writer
Hello, when i copy a text card with images from notebook to writer, they copy as "fit to width" instead of original size, so they get distorted and i need to manually correct them by selecting the image and going to "image->dimensions->original size". If it's one image it is not such a problem, but when there are numerous images (for example a web clip), it becomes impractical to do that for every image. Is there a way to automate this or make writer copy images in their original size instead as
Email Signature
My email signature is suddenly double-spaced. Happened overnight. Has something happened to the formatting and can I get it back to a smaller, single-spaced signature?
remove the email on my account and replace with a new email
how do i replace the email on my zoho account and place a new email there?
Getting error ERROR_CODE :550 When sending email!
Hello Everybody. At first, I want to ask how to get Zoho LIVE SUPPORT. when someone has any problems? I got this error when I send email to Info@DOMAIN-NAME.com! ERROR ---------------------------------------------------------------------------------------------------------------- Info@DOMAIN-NAME.com INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :No Such User Here Reporting-MTA: dns; mx.zohomail.com Arrival-Date: Tue, 02 Jun 2020 22:37:08 +0300 Original-Recipient: rfc822; "info" <info@DOMAIN-NAME.com>
Error When Trying To Use Zoho MarketingHub - Web Assistant - WordPress Plugin
After installing the Zoho MarketingHub Plugin and trying the Web Assistant to install the code in the Head Tag, I first got a message that I did not have permission, but I did have permission. I resolved this erroneous error. Now I get the error: 404 Page not found The Page you are looking for doesn't exist or an other error occurred. Go back, or head over to UTX Inc to choose a new direction. This is the resulting page that is not found. http://u-t-x.com/wordpress/wp-admin/admin.php?page=mh-wa&saved=true
Zoho CRM Error message #1: Fixing [ Server Disconnect ] or [ Connect Error ] while configuring IMAP.
Error messages need no introduction. Software applications work based on a certain logic and you encounter an error message whenever the process deviates from the set logic. In this new series, we will be addressing some of the common error messages encountered in Zoho CRM and how to fix them on your own. There are couple of error messages that you might encounter while configuring IMAP within Zoho CRM. [Server Disconnect] error when the server fails to establish connection with the ports [Connection
insertCSV - Blank Fields
I am writing a bunch of CRM fields in to a CSV using the insertCSV function. My issue is if the field is blank. Instead of inserting nothing, it inserts the word "null". I've tried using zoho.sheet.replace(sheetid,"worksheet","null","") but this gives me an error - it doesn't like replacing with "". Is there a way to insert nothing if the field is blank? Any thoughts?
Spam Filter
We have removed the spam filter, but emails are still going to the spam folder.
Tie domain names from incoming Tickets from Desk to Accounts in CRM
Is there a way to tie the domain names from incoming tickets to Accounts in CRM? For example this a new employee from CompanyA and they send a ticket in with issues. Can the domain from the email create a new contact and then tie to an existing account? The account being CompanyA, the employee email is employee@CompanyA.com. Thanks.
convert a contact into a lead?
is there a way I can convert a contact into a lead? My leads and potential are different things so I can't just convert it into a potential - it needs to convert in to a lead... How is this done since it is not an option in the "quick actions"?
From Project to Weekly Scheduled Email With Link
Let's see if anyone can offer me a solution. I've been looking for a way to achieve this. Summary: Scheduled email w/ dedicated template for multiple clients to review projects. Description: Let's say I have four projects; A, B, C, and D. Each project is dedicated for the clients, so Project A is for Client A, project B is for Client B, and so on. Imagine each project is a few months into project management, so they have various tasks, sub-tasks, milestones, deadlines, etc. What we want is to build
API: Field Meta Data - no result for "Approvals"
Hi there, I just tried to use the meta data api to retrieve the list of fields from "Approvals". However the response is just nothing. My requests work with ALL other modules, but this fails: https://www.zohoapis.eu/crm/v2/settings/fields?module=Approvals Why? Further I recognized, that the field Meta Data for "Activities" return multiple times a field "Tag" Why?
Links from Excel to Zoho CRM don't work?
I've created an Excel sheet (based on exporting a Zoho report) and one column of the report is intended to be clickable links directly to the Potentials in the report. The links use the Excel HYPERLINK() formula and are of the format: https://crm.zoho.com/crm/org123456789/tab/Potentials/2023177000012345678 Clicking on the link in Excel somehow redirects me to zoho.com/crm. Copying and pasting the link into the browser manually takes me directly to the Potential. This behavior occurs no matter which
Automation of the Job Opening Status - based on the Candidate Status
Hello, it would be very helpful, if it was possible to implement an automated change in Job Opening Stage when the Candidate Status changes to a particular status. Zoho gives a very nice statistics of the duration of each stage which is great, however it requires a manual change of the stage which the consultants always forget to do. Thank you very much Miroslava
Changing a task into a subtask
Is there any way to take an existing task and make it into a subtask? I am trying to organize a project better, and for some tasks I have just been retyping them in as subtasks and deleting the original task. For some however, there are existing comments on the task that I would like to keep intact. Is there any way to do this?
Tip of the week 64: How to effectively engage your ecommerce audience
"How much of a promotion is too much in times like this"? "Should I resume my pre-COVID messaging"? These are some questions lingering in the minds of (ecommerce) email marketers. The answer to these questions mostly depends on your region of operation and its level of normalcy. However, pandemic or no pandemic, there's a technique you can always bank on to craft unique, relevant emails: segmentation. With segmentation, you can classify your audience based on their purchase history, store
Don't miss out on these features
Hello there, Listed below are a few newly released features that'll make your day easier. Check out how these features help you straighten up your hiring process and how you can incorporate them into your existing workflow. Outlook Add-in The Zoho Recruit add-in for MS Outlook enables you to view the details of your Recruit account in your Outlook account. We have made the UI to be intuitive and responsive. With this plug-in you can now perform the following the actions Add candidates or contacts
I do not receive any emails
Hi Team, I have successfully created Zoho Mail. I can send a email, but i can't receive any emails. Please help me. Thank you
Community Digest: un resumen de mayo de 2020
Community Digest de mayo de 2020 ¡Buenas, usuarios de Español Zoho Community! Este mes de mayo ha significado para muchos un mes de transición, y esperamos que también de nueva actividad. Así lo hemos vivido en Zoho y en Español Zoho Community: Uno de los anuncios más relevantes del mes ha sido el lanzamiento de Bigin, nuestro CRM para PYMEs para su gestión de relaciones con clientes, de forma sencilla y para todos los bolsillos. Pensado para los negocios que dan sus primeros pasos hacia la transformación
I can't use Referrer Name in a form field or calculation
Thanks to Manish's help, I have now got the Referrer Name field to record the URL of the page that called up a form, e.g. https://domain/gated-content/?source=lbbo-department. Although I can see the Referrer Name field in a report or the Entries screen, I need to access it in one of the form's fields e.g. I would like to create a calculated field that says "if [Referrer Name] contains "lbbo-department", make this field "Little Black Book on Organising Your Department". How do I refer to the Referrer
Improving Job templates feature
Hello, I wanted to create Job templates in order to save time when I create new job openings (which is happening on a daily basis or approximately). I am focusing on sales/customer care jobs so I can safely say that I would need to create 20/25 templates to cover all the possibles roles I could work on. (That's an important amount of work to create all these templates but the time saved on a long shot would worth it) That's what I thought. Because I realized I would have to : - Or still type manually
Desk Gamification - Permissions
Some feedback: It seems that the permission in the Users and Control > Permissions > Profile screen is not working properly. I have it disabled on the Agent profile, but still, everyone can access it. From Create a Game > View challenges, anyone can go to the Gamescope configuration screen. Games should only be created by those who have permission to it. Typo in the Gamification permission name
How to create a contact funnel report per Marketing campaign showing different lifecycle stages?
I'm trying to build a report that shows me: the number of MQLs/Leads the number of Sales Accepted Leads/SQLs the number of Opportunities the number of Closed Won deals That includes all leads and contacts within a campaign in Zoho. Ideally I would also like to divide this between prospects and customers. Can anyone help at all? Thanks! Hannah
How to know how many result in total from a getRecords()
Hi, I'm using getRecords() to get a list of accounts. However you need to set a page and a number of record (per page I guess). So the default is 200 results per page. But how do I know if there aren't more results than the limit ? For example, I have 700 Accounts, I already know today there is 300 records marching my request, but as the limit is 200, how do I know there are 100 records left out... How do I know the total of results ? What is the best way to handle this ? Thanks
Remove: "Email Marketing by Zoho Campaigs"
In the paid plan. link 'Email Marketing by Zoho Campaigs "is removed? Its forms and leave options unsubscrible in Portuguese? thank you!
[Webinar] Bridging the 4 gaps in Social Media before Business As Usual
Hi there! Recent shifts in the business world have brought about a new era in marketing. Social media marketing is back in vogue, and it will continue to impact online marketing for the foreseeable future. With minimal business operations running across the globe, now is the time to revisit your social media marketing metrics to realign your efforts for a changing world. Join this webinar to learn how teams can utilize this time to bridge the 4 gaps in social media marketing before business normalcy,
What's new this February 2020 in Zoho Books.
Integrate Uber with Zoho Books (India) Keeping track of your employees' Uber rides could be quite a task. With the Zoho Books and Uber for Business integration, it doesn't have to be. Choose a Bill to Company model in Uber, and pay for all your employees rides on a monthly basis. To start integrating: Go to Zoho Books > Settings > Integrations > Uber for Business Once you've set up the integration, Zoho Books will generate a unique email address. Copy the email address and paste it in your Uber for
When I associate a project with a client in CRM I don't want the Contacts to be added as users to the project
When I associate a project with a client in CRM all of the contacts are made client users in the project. I don't want this to happen. What do I need to do to remove the contacts from the project users? We don't want clients to have access to any part of our projects at this time. Thanks
Canvas - Word of the day #47
Canvas View in Zoho CRM lets you sculpt an exclusively personalized view of your CRM records. You can customize the way the records are displayed depending on your business needs. You can use canvas to add record images for better identification, use custom buttons for representing the fields, use specific font style or size, change the alignment of field types, group similar field types, and much more. In other words, you can completely refurbish the way your CRM records are displayed per your choice.
DKIM not included via Zoho SMTP
If I use the zoho web client to send mail it includes a valid DKIM, but if I send by an external client via zoho smtp no DKIM is included in the email header. I have correctly configured the SPF Authentication-Results: mx.zohomail.com; spf=pass (zohomail.com: domain of nursecentral.com.au designates 45.124.52.213 as permitted sender) smtp.mailfrom=admin@nursecentral.com.au Can anyone tell me why?
Not receiving emails on Zoho with ResponseCode 421, Host not reachable
Hello everyone, I'm not able to receive emails from anyone from last Friday. I tried to send emails and it seems working. I sent an email to myself and the error I received was ResponseCode 421, Host not reachable. This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Sat, 12 Aug 2017 15:51:33 -0700 from osama.abouelkhir@smartyotta.com [osama.abouelkhir@smartyotta.com] -----
Zoho Lite Agent is Able to Generate Authtoken for API
A Lite Agent should't have ability to create an authtoken for Zoho Desk, but they can. Please disable this option When they click there, they get: Clicking "Generate Authtoken" they get an actual Authtoken: If afraid that this will now give a Lite Agent an opportunity to pull these tickets elsewhere. Can you please disable this option for Lite Agents?
Email upgrade Question: removing old domains.
Hi. I'm currently using Zoho's free email service, which is for 1 domain. However I'm no longer needing this particular email/domain anymore, as i'm not going ahead with this particular website. I'm going to be upgrading soon to Zoho's payed email service which allows multiple domains. My question: Would I be best to just close my free account I currently have (no longer required) and start fresh, or is their a way to delete the main domain so that I can add another? I have looked around the control
Error Code 552: Spam message rejected
A friend recently told me that she couldn't reply to some of my emails because they were bounced back to her as Spam, but she could send a reply (that reached me) if she first deleted the part that was my original email to her. We wondered if it had been blocked because my original message had contained lots of links, so could have been wrongly identified as Spam. Now, today, I've had a problem with sending a reply to someone else, where my email is being blocked with Error_Code 552: Spam Message
Best solution for inputting a dictionary/map object as a CRM variable.
What I have in mind is to create a dictionary/map object that assigns a 15 digit code to all numbers from 1-1000. Essentially, I'm going to use the "number" of a record to assign it one of these 15 digit codes. I.e. let's say my dictionary looks like so: barcodes_map = { 1: "XXXXXXXX", 2: "XXXXXXXY", 3: "XXXXXXYZ", etc } You get the point. I'm just mapping all integers from 1-1000 to a code. The purpose of this is that when a record is created, I should be able to invoke a workflow that takes
Workflows, create entry
Good day, I have the following problem. We record data via Zoho Forms. This data is transferred to our CRMPlus via a Zoho Forms integration. We have created a new module for the recording of the data. All data from the form are stored there as a new entry. Now my concern: I would like to create new data records using workflow rules and link them together. So far we have managed to create new data records in other modules. What we are not able to do, however, is to link them together. Example: If
Comment section displaying differently in emails.
I've got a comment section that when viewed in any of out Kanban reports, displays line breaks, formatting, etc. However, when certain actions trigger a send mail command the formatting isn't reflected in the email. Is there any way for me to keep the formatting that the user set when adding to the comment section, and have that reflected in the email? Currently the email only displays the text. I have attached a few photos to show more of what i mean. I blacked out company info, but you can get
Zoho Support for Desk - NOT GOOD
We have been using Zoho Desk for some time now and for basic tickets its been good. But when I try to talk to their support on the phone (yes on the phone) the results are not good to say the least. There is a huge language barrier combined with a poor connection or background noise on their end. For a product that seems so robust and developed why is it they have this issue?
Outlook - no autofill button
In Chrome I've found with the Outlook website that the Zoho icon does not appear in the login field to conveniently click and login, instead I'm needing to right click and scroll down to the Zoho menu. I just felt to enquire about this if it's a bug.
New Feature rolled out on May 28, 2020
Option to Disable Dynamic Drill Down An option to enable/disable Dynamic Drill Down in Charts is now available in the Chart Settings page. By default, the Dynamic Drill Down option will be enabled for the charts you create. You can now choose to disable it if needed, from the Settings page. Click here to learn more. Workspace & Explorer Enhancements Converting a sub-folder to a parent folder is now possible. You can now convert a sub-folder to a parent folder with just a single click. Another
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