Moved Domain. Took a week. Missing emails.
Hi! So I moved a clients domain from one provider to another. Everything is working as it should, no problems. However, due to a screwup by Godaddy (old provider) the transfer took 10 days. My client is missing all her emails she was expecting during the transfer. Is there a way to retrieve the emails sent between May 8th and May 18th?
Missing Condition Check in Workflow Rules
Hello, I have a Zoho Form serving as a website contact form. Among others, there is a mandatory multi-line field for a visitor's message which then syncs with CRM (Leads module). I want to set up a workflow rule for the Leads module to check that field for certain words. For some reason, the field does not come up in the list of conditions to check. It has other fields that I sync but not that one. What could be wrong? The business case is that sometimes visitors mention certain words that would
The ability to sort Registrations
It would so helpful to be able to sort attendees, prospects and Order Summary under Registrations by any of the columns. Including by name, registration date and other fields on the registration form in ascending and descending order.
Budget and Expenses in different currency
Hello, I have a question... My headquarters are in a country different than mine. They set my budget in their local currency but I generate expenses in my country using a different currency. How can I manage my budget when expenses are made in a different currency?
User Role based on Cost Center tag
I have a potential client that has an umbrella corporation with about 10 divisions that are "Cost Centers". I know I can manage reporting via Tags. Each division has its own bookkeepers/accountants. I want one master Zoho One account for the umbrella corporation so that all the divisions can roll up for reporting. I do NOT want divisions to be able to see/edit other divisions Books. Can I create a User Role that I will call "Division X Bookkeeper", the X will be a number to represent the division?
Zoho Creator - Item Group
Hello All, I've been wondering if there's a way to have item groups in Zoho Creator (the same concept as in Zoho Inventory or CRM). I work in the furniture business, more often than not, a single product can have other product components associated with it. For example: we might have a sofa that's upholstered in 2 fabrics from different suppliers. Instead of detailing every product in it's own separate line, it would be much easier and simpler to present the sofa (along with its associated fabrics)
Tip #24: Organiza tus Notas en Zoho CRM.
Tips and tricks #24, adaptado de Aishwarya EK ¡Hola usuarios! Con todas las acciones que realizamos en un día de trabajo, y añadiendo la variedad de las actividades realizadas es realmente importante disponer de un CRM para llevar el registro de todo. Personalmente, considero que las notas también son muy importantes, ya que recogen información adicional que no se muestra en los campos, ya sea para mí misma o para que mis compañeros lo tengan en cuenta. En el tip CRM de esta semana, vamos a ver cómo
When will Zoho Meeting support video recording?
When will Zoho Meeting support video recording?
Possible to edit Potentials from a report?
In Zoho CRM, is there a way to edit Potentials directly from a View or Report? We'd like to show department managers a list of their current open Potentials and have them be able to quickly run down the list and edit each Potential's Stage directly from the list. Is this possible?
How: Duplicating CRM module structure (no data)
Hello, For another company, we want to use all the structure and layout (maybe workflow) of Leads, Contacts, Accounts / Vendirs, Deals, Activities. However we don't want the data to be copied. I thought about using an export or a back-up which I would import into the new Zoho CRM. But I see Data are also exported, which is not welcome. How can I export the structure to reimport it ? Of to mitigate, what should I do to have a minimum of data imported into the new CRM (which will be then delete) Any
Clients who already have a Zoho One account...
I've invited a client to my project who already has a Zoho one account - how can they access the project in my organization for which they are a client? I haven't found an option to switch organizations within zoho projects, and while you CAN switch organizations within zoho one - I can't assign zoho projects to them What's the solution here?
How do I close Zoho account permanently?
My domain name is (was actually) techadvices.org.
Using a single department for a number of clients
We have a plan of using a single department. All our clients which use this department to create tickets. There are multiple teams who would be handling the tickets. a) All agents belonging to the department gets an email notification. Some may be relevant to them and some may not be. b) if their are 5 clients and each sending an 10 tickets a day to a particular department. How is it handled? Does it not become cumbersome? c) All users of a particular account ( Client A) should be able to see tickets
Voicenotes, Add product to contact, Product View Mobile
Hello, Three massive improvements would be: The ability to add voicenotes, as possible in Zoho CRM A product register on the contact record, to add specific products to contacts. View the products in the mobile version. It makes no sense for me to have all products added on the web version and then don´t have access to them in my mobile app Is there any of this suggestions planned in the future? Regards, Andreas
Trying to update Multiselect
Hi, Trying to update multiselect values in a custom field in Accounts module - new values appear in new Account form but seem not to appear as values available for current accounts when editing - am I missing something here? Thanks, M
Congratulate the Zoho Community Rockstars!
Clock-wise from top: Pic 1: Kevin Flynn presenting at the Chicago ZUG meetup in May '18; Pic 2: Kevin Flynn receiving the Zoho Community top contributor award for 2018-19; Pic 3- Michael Trow presenting at the Atlanta ZUG meetup in Apr '18; Pic 4 - Michael Trow receiving the Zoho Community top contributor award for 2018-19. On behalf of Zoho Community, we’d like to recognize the contributions of our MVPs Michael Trow and Kevin Flynn for their outstanding contributions in CRM Forums. Michael Trow
Macro to Update Contact Address to Account Address
I would like to create a contacts macro where a contact's mailing and other addresses are updated to equal those of the account it is associated with. I understand the process and logic behind creating macros, I just need to know how to call the account addresses. I've attached a screenshot to show where I am in the process. I'd also like to know if there is a list that would show me, in general, how to call any CRM field for use in macros.
Import WITH duplicates?
Hello, i would like to import a List of products from an excel sheet. In this list, there are many products with an identical name, but different product-codes. Is it possible to NOT delete this "duplicates" when importing? Regards, Andreas
Getting a record from inception till last month
Am trying to select a query from inception till today, then get another query from inception till last month, subtract the two queries from each other, the result will be equal to this month record. e.g: QUERY select distinct "Name", sum("quantity") from "Table 1" group by "Name" The second query should be the same, but must not include thus month record. then i want to further subtract the two queries to get my desire record. How will i go about it. Thanks
Zoho Books Digest!
Hey everybody! Hope you all are safe and sound! Happy to introduce 'Digest', a brand-new section in our forums for the Zoho Books community. Zoho Books Digest is a one-stop source for updates on upcoming webinars, product news, popular discussions, and more! Here's what we have for our community members. Upcoming Webinar: 1) Boost your cash flow with AR and AP automation. (India and GCC) Description: : Join our webinar and learn how to automate AR and AP functions in Zoho Books! Date: 19th May,
Sending bulk documents to signer
We generate a number of invoices/contracts a day, and these need to be by the director. Is there a way to upload these documents in a batch, have them signed and get a SEPARATE completion certificate for each document?
Video feed panel needs to be adjustable
When screen sharing is enabled, the video feed occupies a portion of the screen of the participant making the screen share smaller. This is worst if no one transmits video, as the participant just sees a number of black boxes occupying the screen. The video feed panel needs to be adjustable or retractable, so that one may choose to keep both or remove the feed and increase the shared screen size.
Populate All Contact Person in Invoice Custom Template
How Can I Populate All Contact Person Available in Customer while Designing Custom Template For Invoice?
Error sending data into Marketing Hub
I created a flow that sends data into Zoho Marketing Hub. During test, the flow works fine. But during live execution, the flow fails. The error message is: Zoho MarketingHub says "Fehler beim Abonnement. Bitte warten Sie etwas ab, versuchen Sie es dann noch einmal." (Error with your subscription. Please wait a moment and try again). Any ideas? Thanks
Customer Payment Refund Via Banking integration through zoho books
Dear Team, Kindly check out and let me know if we initiate refund payment to our customer from Zoho books, it very uses great features for us and saves more time for our account team.
"Wait Condition" like in Campaigns?
We started our trying to use Campaigns, but Flow can't update tags inside Campaigns, so we've tried to switch to MarketingHub, only to find that there's no "Wait Condition" like in Campaigns, we can't setup our "New Customer" journey - as we need to wait at certain points for "up to 2 days" for a tag to update. Am I missing something that does the same? Thanks, Karl
Convert contact to account
Can anyone tell me how to convert a contact to an account?
Unable to export converted contact from a form
From a subscripiton form, I try to export all converted contacts. However, the Export panel is behind the Confirmed contacts... Editing the z-index: of the popup class from 13 to 100 resolves the problem. But you ned to have web dev skills :) Regards
Add target in pivot table
Hi, I have a pivot tabel with achieved sales per employee (column) and per producttype (row). The pivot table shows Grand total of sales per person. employee 1 employee 2 product 1 10 20 Product 2 30 10 Product 3 20 40 Grand total 60 70 Is it somehow possible to add a row with the target per sales person and the remaining sales? employee 1 employee 2 product 1 10 20 Product 2 30 10 Product 3 20 40 Grand total 60 70 Target 100 100 Remaining 40 30 Thanks! PS I know it's possible to add a target in
Macros - Word of the day #37
Macro is a feature that lets you execute a bunch of tasks for selected records quickly. Let's say you are required to call up a fresh set of leads every day. Once you are done with the call, you need to send them a standard email and update the lead status to "Contacted". And after that, you assign the leads to your colleague so he can take things further. Now you have 3 things to do in the CRM, send mail update field create task Instead of doing the same thing for every lead, you can create a "macro"
Tasks not being shown in Calendar
Hi Not sure if I am missing something here. I can set myself a task to schedule a phone call but I can not make it time dependant. I can schedule it for Friday but not a specific time. I also notice that this activity is not shown in the calendar as that only shows "Events" which I do not understand why? If I made the call an event it would show in the calendar, but a call is not an event. Also some calls you might want to schedule for a certain day without a specific time. This could not be
Member Accounts - parent child relationships in database - not displaying in Member Accounts section
Hello, The member accounts section for parent accounts do not display any data - even if detail view of the child account shows the parent account correctly. So it looks like the data is there - but Member accounts does not display any of the data. This happens both with imported parent-child accounts (salesforce.com import) and with newly created manual child accounts. Is this a bug as I noticed earlier queries on the forum mention this? Is there a workaround - ie can I create a report to show parent-child
Introducing: Community Learning Series | Digest #1 - May 2020
Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! Welcome to the first edition of our digest! Each edition of our community digest includes guides
Cancel "zoho projects" subscription
Hello I subscribed a business plan for Zoho Projects 2 months ago paying in advance for the next 12 months. Now I need to delete my current projects, cancel the subscription and get the money back for the unused months as written here http://www.zoho.com/projects/pricing-faq.html#4 I'm trying to follow the (very chaotic) instruction but I can't figure out how to do it. When I click on "Close Account" I see an alert message which says: You are about to delete your Zoho Account. Data in all Zoho Services
Mail Migration process suspended
Account: testing1@androsentry.com while performing mail migration, it has been suspended due to mailbox size crossed. But Account storage limit is 50GB. Please let me know what the issue could be. Details: Your "IMAP" migration scheduled on "Mon, 18 May 2020 07:49:02 +0530" has been suspended, since your mailbox size crossed the threshold limit.
Uploading multiple pictures
How do I uploaded multiple pics to create an album?
How to automatically sync Showtime with CRM
We want to sync all existing Sessions with CRM. The integration is only working with push and only after at least 1 registrant. Is there any other way?
Is a security gap - Session Join link can be opened from Incognito Browser without credentials
How does Showtime determine the attendee coming to attend the session? I tried opening the join link from Incognito browser and it worked. Does it mean that attendees can share the join link with their peers and anyone with the link can join without registration? Thanks
Any usage limitations with the Ondemand sessions
Is there any usage limitations with the On-Demand sessions? Number of concurrent users? Number of total users/activity?, etc. that we need to be aware off. We are currently on Zoho One plan. thanks.
Customizing registration Questions in backstage
Hi there, I am using ZOHO Backstage for one of my events. In addition to the Name and Email address, I want to get other details like Job Title, Organization Name, Location and Phone Number of my attendees. How can I add these questions in my registration form so that my attendees can fill them out during the time they register. Thanks Naveen Jain CULytics
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