Search not working for certain users and certain terms
Some users have let me know that the search function is not working as expected, they get taken to a page that tells them that the 'Page cannot be accessed' and to contact the administrator. I did notice that the URL doesn't have the query string that usually gets appended when searching for something, but when they manually add something like `/crm/org[organisation_id]/search?=plants` to the URL, it redirects them to just `/crm/org[organisation_id]/search`, which provides them the 'Page cannot be
Sorry, Unable to process your request. Try again later.
Hello, I have something wrong with Sign Up page. There show me Sorry, Unable to process your request. Try again later. I don't know what should i do, but can you guys find me solution about that. I have to make an Database for my exam , I have 7 days at leas to finis my work. Thank you !.
Be able to re-run a Task Export with current data
It would be great if a previously run Task Export, could be re-run again with current data. In effect this would allow the saving of a Task Export as a template. By re-running the Report, the Filters and Columns would remain, but the data in the export would be updated.
Problem with Material Design 1.0+ versions
Hi, we can't run zoho with material design component versions above v1.0.0. We have to use the most updated version(1.2.0-alpha05) Will there be an update with Zoho SDK soon? Or any solution you may recommend?
Report from another application can't be viewed
Hi, There are two applications A and B. The application B has a page with report from the application A. For the administrator (myself) this works perfectly, I can view the report. However, for the customer there's an error "Report not found.". I have enabled customer portals for both applications. I have also added one test customer in the application B customer portal. I believe this is an access rights related issue, how could I allow the test customer to view the report? Or allow the report be
Sending data from ZCreator form to an Estimate in ZBooks
Trying to figure out how to send data from a Zoho Creator form to an Estimate draft in our Zoho Books account. In the form is a lookup field to "Products" in our CRM, which is synced with our "Items" in Zoho Books. Maybe this is all wrong from the get go but nonetheless still trying to figure out the best way to make this work. I've tried using flow but since the form as deluge scripts the "Flow" won't work properly. The "Products" from our form are actually part of a sub-form so ideally let's
New in WorkDrive: Optical Character Recognition and Object Detection in Search
We know managing team files often means a lot of clutter, which is why we've introduced features like global search and data templates to improve your file management experience and help you find information faster. Today's update is along those same lines, as we introduce Optical Character Recognition and Object Detection in WorkDrive's search function. You can now easily find your images and scanned docs by simply searching for any text they contain. Object Character Recognition helps to extract
Laptop Performance Issue: Outlook Plug In with Outlook 2016
We recently upgraded to Outlook 2016. One of our users is reporting that the performance of his laptop is really "bogged down" when he's signed in to the plug-in. Once he signs out, the problem goes away. Has anyone else experienced this issue? If so, what is/are the solution(s)? Thank you! John Galich
Tip of the week 59: 5 tips for email communication during a crisis
Kudos to your adaptability and resilience, you are well into the quarantine mode and are doing good by staying indoors. Now, as an email marketer it's time for you to craft content that engages your customers while they are indoor too. Even though various parts of the world stands still today because of lock down, work still continues. You must be sending newsletters to your customers during this period, why not change the contents of it for a few days? Follow these tips and craft newsletters
[WEBINAR] -Understanding the CARES Act for SMBs.
Hello Everyone, We're hosting a webinar to help our customers and partners understand the fundamentals of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). This webinar will be able to: - Demonstrate understanding of the Paycheck Protection Program and small business relief measures within the act - List the maximum direct payment amount for individuals - List the amount of extension for unemployment insurance - Understand how the CARES Act affects payroll and taxes - List the
Virtual Waiting Room or Virtual Queue
HI! You guys keep getting better and better, however, I was wondering if you guys have a plan or if there is any app that has Virtual Waiting Room or Virtual Queue abilities, either after submitting a 'Case / Form / Ticket' on Zoho Sites or Zoho Desk? I am trying to make a web based call center with a specific service that someone can come and request the service and then they can be put into a queue (Round robbin to an agent) while simultaneously have the client viewing a 'virtual waiting room
Tracking emails sent from Gmail client
I know I can track email opens when I send an email from inside Bigin. How do I get the same function when I send email from my Gmail client?
Mail Accounts Not Working
Hi Support Staff's, We are unable to receive any mail since almost a month. And have not received any response from your side to my previous mail. Also unable to access the admin account as well. Can you pls check and confirm us back. Regards, Sajith Harilal Manager Mob: 91200031/ 92222131 United Domain Projects P.O. Box: 3016 Postal Code: 111 Sultenate of Oman
Is there a way we can redirect to my Knowledge Base with my ASAP user credential?
Hi, We have enabled both ASAP add-on and Remote Authentication. We can see knowledge base articles with ASAP add-on and login with Remote Authentication separately. But When we want to redirect to our protected knowledge base article with link button on top right, it ask me to login again with remote authentication again. And after login, it redirect to Home page instead of the article I would like to access. Is there a way to fix this to avoid this redundant login step ? Thanks.
Accounting Entry for GST bill which is paid by Credits/Balance
There is shipping platform named Shiprocket. I have bought a plan which costs me 19116/- and gives me credits to ship products and after successful delivery, charges gets deducts automatically from that credit. I got a GST invoice for the purchase of
Zoho Sprints | Product Updates | Quarter 1
Hello all, We are happy to connect back with our quarterly updates. As we all stay united in this fight against the pandemic, the past few months have been a real challenge for the business sectors. During this phase, teams that have already adopted the agile methodology find it easy to manage change and uncertainty. Being the agile tool in the market, our team has been working remotely, running several iterations, and striving to release the planned features to our customers. Here's a quick run-through
Assign tasks to user selected in a custom field
I would like to assign a task to a user selected in a custom field, when the deal stage changes. I think I could do it with a custom function (I don't have experience with custom functions). Is this possible? To be clear, there are two users related to each deal, record owner and Sales Support. I know how to assign a task to the record owner, but I would like to assign a task to the Sales Support user. Sales Support user is different for each deal, depending on other factors.
RingCentral Call Transfers Dropping
We use the RingCentral integration, and we have an issue where our users are reporting that when a call gets transferred to them, it only rings once and before they have a chance to hit the green button and answer the call, the call drops and says "missed call". Apparently this happens every time.
Sales Orders - Word of the Day #9
A Sales Order is the confirmation of sales generated after the customer sends a purchase order based on your quotes. Using Zoho CRM, a quote can be converted into a Sales Order with a single click. Read a knowledge base article on how to create a Sales order. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. Previous 'Word of the Day': Marketplace Next 'Word of the Day': Purchase Orders
Hide Ticket Submit unless logged-In
I am working on our Help Center and would like to be able to not allow ticket submission unless logged in maybe even strict it down to the contact's role. The goal is to have the account admins and owners be the only ones that can open a ticket. Is there a way to do this either just hide from the non logged in parts of the Help center to tie it to a contact role?
Zoho Writer linux client on Chromebook Linux (Beta)
I tried to install the Linux client on my chromebook to see if it could be useful for working offline. In Crostini with Debian 10 The installation failed because of a missing library writer depends on gir1.2-gnomekeyring-1.0; however: Package gir1.2-gnomekeyring-1.0 is not installed. The problem can be solved by installing a library and then telling the install to ignore its absence: sudo apt install libsecret-1-dev sudo dpkg -i --ignore-depends=gir1.2-gnomekeyring-1.0 ZohoWriter.deb After that it
Virtual Waiting Room or Virtual Queue
HI! You guys keep getting better and better, however, I was wondering if you guys have a plan or if there is any app that has Virtual Waiting Room or Virtual Queue abilities, either after submitting a 'Case / Form / Ticket' on Zoho Sites or Zoho Desk? I am trying to make a web based call center with a specific service that someone can come and request the service and then they can be put into a queue (Round robbin to an agent) while simultaneously have the client viewing a 'virtual waiting room
Viewing a Shared Report
People I've shared the campaign report with via the link, cannot see the expanded data. How do I fix that?
Can I insert rows (add records) using criteria in a multiselect field?
Hi fellow zohoers, Thanks to some help from a moderator here. the code I used below allowed me to insert rows in a different table given certain criteria: The decision box "All" had to have a value of "true" (if (input.All))- and the input.client id had to match the client id selected in my URLs table (in my SEO order tracking app, this script is executed in my Orders form and inserts rows in the Order Lines form for each URL a selected client has. My question is: can I adapt the following code so
Having a problem with a critically important Workflow Rule suddenly not working - anyone else?
This seems like a bug in the CRM. Luckily a sales rep alerted us to it very quickly. Basically a workflow rule that was set up to trigger on creation of a client meeting (with no conditions) suddenly stopped working for the last 5 meetings created. We were able to reproduce this bug initially. Turning the workflow rule off and then back on fixed it, but it's extremely worrying that this happened in the first place!! I tried opening the workflow rule to debug it further but I was again met with
Zoho campaigns - Adding a sender mail address
Hi, I get this warning when I add a new sender mail account. "This email address is unverified. You need to verify it in order to continue sending emails from this email address." What should I do?
Importing Attendance
Hi, I am new and started exploring Zoho People. Is it possible for me to import monthly attendance report in to system? Karthick
integration use case
Hi, In our business use case, we have multiple organizations in Zoho Books which need to invoice from the same Zoho CRM login. We can easily invoice from the first synced organizations but we can't from the other organizations. I need to : 1. We need to invoice from at least 3 different companies 2. All potentials and contacts 3 companies are in our CRM I am looking for a workaround, which might take the form of a widget inside the Zoho CRM record? It could be a Zoho Creator widget which is linked
Can't connect Facebook page
Even though I am the ADMIN of this Facebook page it will not list the page to select it when trying to Connect To Facebook social account. https://www.facebook.com/gigglepets/ It's a business page. I am the owner and I am logged in properly to my facebook page. When I click to Connect to Facebook in your dashboard it only shows other pages and not the GigglePets page.
#5 Tip of the week: Dual reporting in Zoho People
Did you know? Your employees can have two reporting managers at the same time and they can take care of approvals that come their way simultaneously. Organizations with a dual reporting structure can make use of this feature to manage processes smoothly. Learn how to set this up!
Quotes - Word of the Day #7
Quotes are agreements between customers and vendors to deliver the requested product within the specified time at the agreed price. A quote can be converted into a Sales Order or Invoice with a single click. Templates can also be created based on the quote details and can be sent to the customer. Check out this knowledge base article if you're getting started with the 'Quotes' module in Zoho CRM. Here's a quick video from Zoho partner, FWRD CRM, from Perth, Australia. To learn more on how to expand
Build extensions for Zoho Recruit
Hello there, Zoho Developer is a free cloud platform for developers to create ready-to-deploy cloud applications on top of the Zoho platform. Unlike conventional cloud platforms, the Zoho Developer Console lets you quickly build enterprise level applications through drag and drop tools. The Developer Edition of Zoho Recruit is the ideal training ground for developers to play around with the Recruit account and test robust Recruit implementations, Recruitment-centric mobile and web apps, white-labelled
Email Blocked
I get this message: ERROR_CODE :554, ERROR_CODE :Blocked - see https://ipcheck.proofpoint.com/?ip=185.20.211.227 Reporting-MTA: dns; mx.zohomail.eu Cab you help us?
Sent emails from zoho apps go to spam for hotmail / outlook users
Hello, Started from yesterday suddenly on one of my email hosted on zoho mail whenever I sent to my hotmail users they got in SPAM/JUNK folder, for gmail and yahoo its ok, but for hotmail and outlook its going to spam. Please can you check and contact with office 365 and hotmail/outlook team to remove my email from being spam. The problem is with my email: info@netaccount.ba
Zoho not able to send outgoing gmail from Zoho Desktop
I am unable to send outgoing emails from my linked gmail account from the desktop application. The outgoing works fine on the zoho app but not on the desktop. I am attaching a screenshot showing the "Bad Credentials" message. I have reset my password, reset the port settings and still am unable to get emails to go out from Zoho. Please advise. Dan
Updating Company Contacts
Hello, Has anyone over come the limitation of not being able to send a primary contact a list of contacts associated with their company to update their permissions. We have some pretty big customers that want to have access to this area and we do not want to spend the money for the portal access to accounts. I was thinking of creating a form that they can fill-out and it will update the contacts information, but that doesn't fix getting them a list of the users associated to their account. Any thoughts
Need a report to understand WHEN each task has been added to the timeline
Hi all, as the title suggests, i'd like to know if there exists a way of extrapolating information about WHEN the various tasks have been added to a timeline. Example: is it possible to know when I added a given activity on my timeline on a certain date? Thank you!
Uploading to a Shared Folder
Hi I want to create a folder to share with customers so that they can download a .exe to run then (that bit works) I then want them to be able to upload the results file from the .exe into the shared folder. Is this possible to do with people outside of our organisation? Thanks Bill
Multiple Contacts from one Lead
Hello, I have a list of leads each lead could generate 3-4 new companies and 3-4 new contacts But after converting Lead to Contact it is moved from the lead module. Is it possible to fix LEADs on the place for creating few contacts/companies?
Unable to receive mails from wordpress
Hi there. We have a domain from Godaddy. And a webhosting in Bluehost/Wordpress. But our mails are hosted with zoho. As we make our website in the wordpress, we are required to make an email admin, and thats we want info@mi33holdings.com as the email admin, and they sent us a mail to that email for us to confirm it. But unfortunately, We didn't recieve any mails, even if how many time we try it. But we receive mails from other clients to that same mail address, except for for that confirmation mail.
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