Active Customers
The documentation states the following definition for Active Customer: ________________________________________ Number of customers subscribed to a paid plan till date. This does not include customers who are in trial. Consider that there are 20 active customers. If 5 customers have upgraded to a paid plan and 3 customers have canceled their subscriptions, the number of active customers would be 22. ________________________________________ If customer has multiple subscriptions, how does this fit
Data Limitation
What is the real limitations of size data and columns of a table in Creator? How many rows of data can it handle in a real production environment? At what point the performance of an app starts suffering because of size of table or total data size of an application?
Community Digest: un resumen de febrero de 2020
Community Digest de febrero de 2020 ¡Hola usuarios de Español Zoho Community! El mes de febrero ha terminado, y parecía ayer cuando estábamos entrando en 2020. ¡Cómo pasa el tiempo! Y con él, todo lo que ha sucedido este mes en la comunidad. Podría decirse que ha sido un mes completo - y no lo decimos sólo porque este año hemos tenido día 29 de febrero - si no porque hemos podido disfrutar de meet-ups en tres ciudades españolas. Te lo contamos en el resumen de lo que ha pasado en febrero de 2020:
E-Mail Disconnected
Hello dear Zoho Team, my Mailaccount is disconnected a couple of days ago (foto in the annex). I have deleted and added it again but it hasn't worked out. What can I do? Please help.... Beste regards Frank
Zoho Campaigns Community Meetup - UK | Round 1
Hello everyone, We're glad to inform that we'd be visiting the UK for the Zoho Community meetup from February 25 - March 12 The meetup starts off with our CRM experts discussing the basics and advanced levels of Zoho CRM that helps you streamline your sales activities. This will be followed by a session to discuss the latest email marketing best practices and tricks, and learn how Zoho Campaigns can help you build your brand. Cities: Norwich, London, Brighton, Bristol, Birmingham, Manchester,
Zoho Mail - Desktop: Tiny window, cannot be resized
After logging into Zoho Mail - Desktop (which rarely works), it shows up in a tiny window which I cannot resize. This way it cannot be used (see screenshot).
Zoho Campaigns user group meetup cancelled
Considering the recent developments on COVID-19 (coronavirus), we're calling off all our community meetups planned in the UK and the US (East and West Coast). While this was certainly a tough call to take, we had to prioritize the safety of everyone. Over and above, we sincerely apologize for any form of inconvenience this may cause in your scheme of things. Like always, you can contact us anytime at support(at)zohocampaigns.com and get your questions answered. Regards, Aravindhan S
Deleted Field
Hi, is there some way to restore a deleted field and retrieve data?
Kanban view settings
Hello, We currently have two accounts in Zoho. I'm trying to set up the Kanban view setting on the second account and would need it to have the same format with the first account. I copied all settings but it doesn't seem to have the same layout as the first account. I tried to keep the 'Aggregated By' field empty but it's not letting me: 1st account: 2nd account: Thank you. Regards, Joymie
What's New – February 2020
Hello everyone, At Backstage, we believe it's the small things that make the big picture, and this month's been about just that. Our existing features have undergone quite a few updates and enhancements, and we hope you can see the difference in how much better and more cohesive the overall Backstage experience is. So here we go with a quick rundown of all that's happened this last month, Color code the tracks in your agenda by setting custom colors for them. This might be a good way for you to
How can i duplicate ticket ?
Sometimes i need duplicate ticket, after edit this for another client or other point.
Zobot Tip 2: Personalize every conversation by storing and re-using visitor data
Each time a visitor enters your website is counted as a visit. A visitor session includes all of a visitor's activities ranging from the first page view to the last activity that he or she does before exiting the website.So, how do you keep track of all the activities of this visitor and the details that he shares during the session? The visitorsession API is used to store values temporarily during a chat conversation with the website visitor. For example, if you want to perform an action like triggering
What is your opinion on the best integration for project management?
Looking to add a project component to Zoho Desk.
Uploading file to custom field of type file_upload using zoho crm api v2 (Account) - maximum_length error
Hi, So i tried the steps from: https://help.zoho.com/portal/en/community/topic/want-to-upload-images-to-custom-image-fields-using-zoho-crm-api-v2?src=zcomforumjul19 Step 1. Currently I am uploading a file with (POST) https://www.zohoapis.com/crm/v2/files to zoho and get the following Response. { "data": [ { "code": "SUCCESS", "details": { "name": "logo.png", "id": "6bf2752ab70ab22b3341856dcc04107ab137224f724904c1234567890123456789" }, "message": "logo.png
Using Zoho API V2 Without the SDK(PHP)
Hi, I'm currently experimenting with the V2 of the API, but the lack of documentation is rater harsh. I can't find any example or 'required data / optional data' for anything (Insert record, convert Lead etc...) Does the SDK an absolute most to use the V2 or I can use it without it. All the example/documentation I find on the website or else is for the SDK without telling me what is needed to make the call work. Thank you for your quick response.
IMAP access blocked due to suspicious sign in activity - unable to unblock
My imap access has been blocked to the account ben@reposecreative.co.uk due to suspicious signing activity. This is a false positive because I used a VPN and zoho can't cope with my IP address changing. When I try to unblock it in the admin panel I get an 'oops, something went wrong' error. Please unblock my account so that I can access it via IMAP. I emailed in about this nearly 72 hours ago and have not yet had any response. Please unblock the IMAP access, this is hurting my business. Thanks.
Assignments rules
Hi all, I want to setup this kind of assignment rules, is that possible ? If the ticket is received and not assigned within 5 minutes, I want to auto-assign it to a specific team. I am looking at the list of criterias, but can't find what I need Thanks for your help folks !
Departments vs. Teams in Zoho Desk
Anyone have advice on whether or not to set up Zoho Desk using Departments or Teams or both? We are currently using Help Scout and are migrating to Zoho Desk. We are a small organization with two Customer Service agents(main email address info@...), a Marketing Director (has a separate email address), a Process Manager (uses info@... and a CS agent assigns) in addition to the two owners (have separate email addresses). Currently, we have Help Scout set up where everyone has access to all tickets
Invalid token for People API
I generated token via browser and it's indicated as active one at my Zoho account, but trying to make a simple request to People API I've got Provided authentication token is invalid error. What's the reason actually?
Zoho Calendar
When I make an edit/change on the calendar and it asks: "Do you want to edit, only this occurrence (or) all occurrences (or) future occurrences?" I answer "future occurrences" It ends up change all previous occurrences as well. Please help!!
Bill Payment
Hi, When will you have the functionality to enter bank details of vendors and pay bills directly from Zoho books. At the moment I have to enter a bill and then log into my bank account and make the payment for both bills and expenses with is time consuming and annoying.
Can not access Archived emails
Hi. I have searched through every drop down menu and the settings for archive and can see/find no way of viewing and retrieving archived emails. I have archived a couple of email in error and need to retrieve them. Getting them back appears to be almost impossible or hidden away somewhere obscure, don't understand why this would be and can anyone help with this. I have gone through the help section but it refers to a VIEW ARCHIVE which I dont appear to have, the screen shot on another post is outdated
Zoho workdrive's New file trigger is deprecated.
Hi, We have successfully used the above trigger in Zoho Flow. This is now deprecated since last month. This stops our reminder process. Do you have a replacement for this trigger? What alternative solution is available ? Thank you.
how to apply store rebate cards for purchases
There's probably a simple way to do this and I'm missing it. I purchase items at a store that offers mail-in rebates, essentially it's a "store credit" certificate, almost like "free money". I purchased items totalling $16.99 with a rebate certificate valued at $17.95, leaving a balance of $0.14. What's the best way to record this?
How would I create a function to edit all deals in my CRM?
I'm looking to iterate through all of my deals and change a field in each given deal. 1. How do I "get" every single deal in my CRM? 2. How do I "get" each deal's ID so I can reference that deal's ID in pulling the related notes and changing the related fields with each deal? In my code below, I'm trying to record the last note's content and time in custom fields in CRM. my code is: for each deal in all_deals { ID = deal.get("id"); info ID; RelatedNotes = zoho.crm.getRelatedRecords("Notes", "Deals",ID);
ZOHO Analytics事例（新型コロナウイルス感染症の現在の状況）
新型コロナウイルス感染症の現在の状況 【国内事例（チャーター便帰国者を除く）】 というのをZOHO Analyticsで作ってみました あくまでもZOHO Analyticsでこんなことができるという事例紹介です まずは、下記クリックしてみてください。こんなことができます。 新型コロナウイルス感染症の現在の状況 【国内事例（チャーター便帰国者を除く）】 作成時間はわずか15分 ZOHO Analyticsのできることの紹介のためですので元データの表記のゆれなどもあり、データは正確ではありません。 ですので勝手にコピーや拡散は禁止です。純粋にZOHOの勉強にしてください。 最近はまっているNOTEでも公開 https://note.com/team240/n/nc2b41930c63e ブログに埋め込みができる
ZOHO Analyticsの予測機能
新型コロナウイルス患者数 ZOHO Analyticsの予測 ZOHO Analyticsには予測機能があり、新型コロナウイルス患者数を自動的に予測させてみました。 予測できる条件が結構厳しいのですが、シンプルなデータでデータの抜けが少ないものは割とうまくいくようです。 肝心の予測はどうなのかは今後の推移をみていかないとわかりませんね
Help with KPI Widget please
Hi, I have a KPI Widget that is calculating the Avg of an Invoice amount. I am grouping by month. What my objective is to do, is to calculate the average monthly total by month. Example: If the date picker is showing this year and say 7 months have passed. I am wanting to calculate the average amount invoiced per month. (Add up the total of each month for the seven months, to get a total YTD, and then divide by the number of months (7), to get the average). This does not seem to calculate correctly,
Zoho Campaigns Additional Features Request
If we have the following features in Zoho Campaigns,we can optimize the email campaigns. Campaign benchmarking data - provide suggestions on how to improve future email campaign performance by extrapolating from previous campaigns performance. Subject line helper -provides feedback on how to improve your email's subject line as you’re writing it, which tends to likely capture your audience’s attention and increase the click-through rate. Inbuilt-Marketing calendar - Ability to track past and future
Zoho Mail Not working with Wordpress
I have been using zoho mail for my website (https://markedium.com). I couldn't able to get any mail from website and I also want to use different mail for different section like: contact, submission, registration etc. Is there any way to integrate / use all the email for different purpose. Also Zoho Plugin for WordPress giving error. Check the screenshot kindly. Is there any way to use SMTP ports manually in wordpress to integrate Zoho mail with WordPress website.
How many recipients can I include in an email?
Can I send an email to 30 people Bcc? Is there a limitation as to number per hour or per day? Thanks Luke
Zoho mail not opening in Mozilla firefox
Hi guys, My zoho mail is not opening on firefox browser for a week now. Even tried reinstalling firefox but it did not resolve it. Any idea how to fix this?
POP3 GMAIL
Hey, So I'm trying to get gmail to access the ZOHO pop3. Unfortunately, I keep getting this timeout error. PLEASE HELP.
GMAIL SMTP NOT CONNECTING
KEEP GETTING THIS ERROR Authentication failed. Please check your username/password. [Server response: DNS Error: Address resolution of smtp.mediadare.com. failed: Domain name not found code(0) ] PORT 465 OR 587 ARE NOT WORKING USERNAME: IS MY EMAIL PASSWORD: ZOHO EMAIL PASSWORD IM TRYING TO SET UP AN EMAIL ALIAS IN GMAIL, I WANT TO BE ABLE TO SEND EMAILS FROM MY GMAIL WITH MY ZOHO MAIL THANKS
Can I hide a submit button based on a Zoho Form question response?
I have a form that interested clients fill out on our website. I would like the submit button now to show if the client specifies that they are an existing user of our software. If they are an existing client, there is no need for them to fill out the form and instead they can contact our support team directly. I added logic so if the client specifies they are an existing user, it hides the rest of the form and provides the contact information for our support resources. Is there a way to hide the
Multiple Email Recipients for Interview Confirmations
I can currently only send automated interview confirmations to one recipient (the selected interviewer), but my contact has asked that I CC in one on his colleagues. It would be extremely useful to be able to add either multiple interviewers when creating an interview, or add the option to CC additional email addresses.
Problems with status
When an interview is scheduled, there is an automatic switch of status when cv is submitted or when an interview is scheduled. It is really annoying when these statuses are not relevant to your custom workflow. Could you make it possible to deactivate this option?
Amount in words
Hi, Is it possible to get Currency in Words ? for e.g Total Amount is Rs 100 In Words: One Hundred Only.
New Zoho Recruit - How to send Interview Template
I can't seem to figure out how to send the interview templates we had before on the old version of Zoho Recruit. With the new one, the templates are gone and now we seem to be forced to use only one template that Zoho created for us and I can't seem to change it. Seems way too complicated for what should be a simple action. Bottom line.... Previously I had several templates saved that I would use to send out to people for various interviews we would set up. Now I don't seem to have that as
Custom pipeline
I was wondering if it's possible to customise the pipeline for one job opening specifically. I believe that any customisation to the pipeline is now applied to all job openings, however it would be great if the pipleline could be customised for one job opening only since the hiring process can change a lot depending on the job opening.
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