How can I transport a note from one ticket to another ticket within same contact?
Hey guys, Is it possible (and if so - how to do it) to have a field in the ticket where once data are entered - the very same data will be available for other agents in different tickets made by the same contact? So the scenario is that when one agent leaves a note in the ticket in this column when editing the ticket: place for some informationanother Agent when answering to another ticket from the same Contact will see the information. And that information will be visible for each ticket of this
I have 2 problems
Hi, I have 2 problem: first: when I create a journey and select trigger form, I don't see my form created on app forms second: when I create an email and I try to insert a image, I click on camera icon but nothing is happening thanks
Status Change for Old Records
Hay , Have Form (DAP) with fields:- PA_Name (Lookup Field from Different Form) Status (Drop-down with values Current , Arc) Other Fields On Success of this Form i need:- if PA_Name is already existed in old records than status is equal to current in Current Record. and Status changed to Arc for all the old records which have same PA_NAME Value. How can i achieve this ? Thank u in Advance.
Remove Reply-to
Hi, some year ago I have set the Reply-to address in my free zmail account, but now I have to modify/delete it and I cannot find where and how. The setting disapeared from custom SMTP and in unfindable in every page of menu, and so I'm not able to remove "reply to" in composing email window. Can you help me?
Did anyone find it worthy of switching from Gmail to Zoho Mail?
Hello! I am giving Zoho One a try. :) Overwhelmed by the amount of exciting tools so far. I'm using G Suite for a year now and love Gmail. Migrating to it from Exchange took a massive effort and I was so happy it was once over! Now I see that using Zoho Mail may be a nifty way of ensuring that all correspondence, including campaigns, is conveniently associated with each lead/contact. I'm trying a 2-way sync but unsure if it's the same as using Zoho Mail exclusively. I'm sure I'd miss out on some
generate contract from zoho books
For an entertainment service company Is it possible to create a contract filled with the details from a Zoho books invoice? I need to add the following data in a document Date of the event time of the event eg from 1:00 pm to 5 pm the total cost of the
How to configure dynamic background - parallax image
I see that the new Sites UI supports dynamic backgrounds with parallax images, but I don't see where/how to do this and there's nothing I can see in the User Guide. Can someone point me to this, please?
Community Digest - January 2020
Product Announcements Introducing edition-wise storage limits in Zoho CRM New error-code in CRM API - RECORD-LOCKED to prevent data loss Introducing edition based Data Storage limits and UI changes in Storage Space Check out how you can delete users and transfer the records owned by them Modified sign-in process of the Zoho CRM Outlook plug-in using OAuth instead of Authtokens. Kaizen Kaizen #13 - Bulk write API Kaizen #14 - Notification API Kaizen #15 - Java SDK for self client Kaizen #16 - Python
Edit only one social network
Hi, When I make a publication for several social networks is it possible to edit the content only for one of them? such as Twitter or Instagram, without changing the content for Facebook? Thanks.
how do I mark facebook conversation as done? to clear it out?
ow do I mark facebook conversation as done? to clear it out?
Automate Birthday Wish
Hello, How do i automate birthday wishes on DOB using sms integration. I am gonna use Clickatell for sms integration. Thanks.
Unable to edit templates in Zoho campaigns
We tried creating a campaign today and when we tried to access the basic templates to edit the same, we were unable to do it. We tried in various browsers, switched machines from `Linux to `Mac to Windows but no avail. When we tried inspect element, JS did not load at all. Seems like an ongoing issue.
Survey Results: 15 Most Recommended Sales Books of All Time
At Scaling Sales community, we surveyed 234 salespeople about which sales books they most recommended. Here are the rankings: RANK #1 SPIN Selling by Neil Rackham. With an entertaining tone, Rackham explains why traditional sales models don't work. He explains the successful SPIN strategy and uses real-world examples and case studies. RANK #2 How to Win Friends and Influence People by Dale Carnegie Carnegie highlights the use of other's ego against your charm, appreciation and personality.
Not receiving emails from logging devices.
Hello I am not able to receive emails from my Netgear router that is set to send an access log once per day. The settings seem to be fine using port 587 or 465 and the router log states that the email was sent without error. Also this issue is the same with another program that sends an email when someone registers an account. Again, there are no errors when these emails are sent via this program either. I am assuming that this is the correct protocol. outgoing: smtp.zoho.com port: 587 or 465
Enable the home page for client users
Enable the home page for client users would be ideal. A client user log-in directly into a project, but would be most effective if he could see his home page with the summary of his tasks/issues. This function is already active in the mobile app, so I think should be enabled also in the web app,
Mi número de teléfono aparece ya registrado en otra cuenta y no me lo deja vincular
Es posible que en algún momento pasado yo haya vinculado mi teléfono con otra cuenta en momentos de investigación y estudio de la plataforma. Pero ahora que tomé la decisión de usarla, quiero vincular el número y no me lo permite y eso implica que no puedo vincular tampoco el dominio para el Zoho Mail. El número que quiero vincular es +57 3023985957. Muchas gracias por la ayuda que me puedan brindar.
Allow search of user name
Ok I see i can do a search for tag, descriptin and secret name. Please allow search of user name, too. thanks
Zoho Mail Duplicate emails
I've only been using Zoho Mail for a few days. The first step was to import 132K emails from Gmail. The import was successful but I seem to have quite a few duplicates. Is there a tool to week out duplicate email messages and merge or remove? Thank you,
New Integration: Zoho Sign - Microsoft Office 365
Today we are happy to announce the general availability of Zoho Sign's integration with Microsoft Office 365. With this integration, users can now directly login to Zoho Sign with their existing Office 365 credentials, enjoy single sign-on access, import users from Office 365 into Zoho Sign in a couple of steps, get documents signed effortlessly, and export/import documents easily into OneDrive. This integration will also help administrators to improve productivity, security and overall user experience
MX records in synology nas not working
Hi I'm using a Synology nas to host my server with the following domain: chipsware.myds.me I think i've set up the MX records correctly but emails aren't getting through. I've attached a screenshot of the records config Any sugestions?
Is Zoho Mail down?
I am having issues logging into our mail account. When I go to the control panel the overview says i have 10 users but I do not see the my users listed or my email accounts listed either???
Slide with picture from Inventory or Workdrive
Hello, We want to build slideshow for exhibitions and other events featuring products we are selling. Our products are available mainly in Zoho Inventory, which are also visible in Books and CRM. Some company pictures (logo, buidings, etc...) are saved in Shared folder in Workdrive. How can we import these resources into a Show ? Best would be when we add a new picture, to browse a "global repository" of our existing image.
How to search or filter notes in a contact record (individual)
Is there any way to filter the notes in a record or search through them? Almost all other CRMs five you the ability to search notes.
Color Coded Map of Territories
How can I make a map where the States are color coded to the CRM Territories?
Is Zoho Mail included in Zoho One? If so, what plan?
Hello, What Zoho Mail plan is included in Zoho One? Is it just the free plan? Thank you!
Subform Question
I already discovered that you can enter data in a subform unless you are in EDIT mode for a lead. Not great... but if needed to... ok... My question is this. Is it possible to have the data on the subform exported out in a merged document? For example, we have contracts and data cover sheets that get merged from fields in the lead. Name, Address, Phone, Etc... even custom fields. If I can get a subform filled out with certain data, it would eliminate a lot of custom fields I had to create. If
Is there a way to predict backlog for projects and to track actual start/finish dates for tasks as compared to planned
Hello, I'm new to project management and zoho projects. I have spent a few hours online watching some videos as well as doing some google searching but have a few questions I have not found the answer to. Is there a way to enter the required milestones, task lists, tasks and subtasks for a project and then come up with an expected project completion date based upon a start date? Is there also a way to work backwards and determine a suggested start date based upon a completion date deadline? (Much
RECUPERAR CUENTA DE CORREO ELIMINADA
Buenas, de Elimine la ONU usuario por error y quiero recuperarlo. Nuevamente Cree La Cuenta Pero sí crea Como nueva y no tengo los antiguos Correos, necesito Ayudar por favor, es urgente.
ZB CODE
i really need to find my zb code can allow me
Duplicated tasks not automatically appearing in task list
Last week this featured worked perfectly. It's not working now. 1) I create a task 2) I copy the task, and set the number of copies I want made 3) I get the confirmation that the duplicate copies have been made and then nothing. The newly duplicated tasks don't appear in the left-side-bar task list. If I close out of the task, the tasks don't appear in the list of tasks associated with the project. I have to refresh the task list (by clicking All Tasks) and then the duplicate tasks appear. Any suggestions
Duluge Script Issue - Send Edit Record URL
I am stuck and I cannot get this thing figured out. I have read and done exactly as a couple of posts said to do, but still cannot get the task to work. Upon successful record creation I want to create an email. The email should contain a link to edit the record that was just created so they can fill in their information that I need to obtain. I have the script set to do everything, but the link does not work. I have tried for about five hours different link code, but still does not work. My
Share a document as template
We are looking for a way that allows every member to make copies of documents (eg templates) in a shared workspace. Is there a function that makes template (tablesheet) in a shared workspace (not as a public template) to a template for all users in the group? Thanks for your help or other ideas
Enhancement / features
1. Custom view of Draft/ed Tickets. 2. Custom view of "failed replies" (i.e. tickets where reply was not sent because of any technical reason.) 3. Important: In case of breach of "State-level SLA", there should be option to: a. Update global SLA (as violated). b. Option to update fields values. c. Option to escalate ticket. d. Preparing reports based on “State-level SLA” 4. Important - Option to paste images in “Description” field, while creating a new ticket
Why am I unable to receive emails in IncrediMail a POP email client
Hi there, When I first signed up to zoho mail nearly 14 hours ago, I was able to send and receive emails just fine. Now however, for the last 6 hours, I have not been able to receive my emails in IncrediMail, which is a POP email client. All my settings for POP are correct, my username and password is correct...the only error message I'm getting in IncrediMail is err-service unavailable. I have tried to remove the email address and add it again and again, but to no avail. Please help as I'm
Access the screen "Data/Design" after an app is created
Hi, When creating an app from a file the import interface sports two tabs - Design and Data (refer to email below). I see this screen very useful since you can see the columns present in each table, the field type mapped to each column, and the relationships between the tables all in one screen. Is it possible to access this screen after the app is created? Thank you.
Mapping SalesIQ IPs to My Pre-Existing List
Hello! I've been using a stand-alone web traffic tool for a few years and generated my list of visitors (names matching an IP) using techniques similar to SalesIQ (campaigns or direct links, for example). Since SalesIQ lets us associate a custom name with an IP on a one-by-one case, is there a way to bulk-map them using a list like mine? That way, I won't have to do it all over for hundreds of entries... Thank you.
Google Drive Folder Creation When Converting Leads
Good Day! Is there an easy way to have a Google Drive folder create when we convert a LEAD to an Opportunity (Deal)? I would like the created folder to have a link displayed in a FIELD in the Opportunity/DEAL module. Any ideas? Thank you!
Tag/name a current online visitor (without waiting for a history record)
From what I understand (just started using), I can assign a custom name to a visitor in History. Why isn't it possible to do while they are still online? Say, I know who that IP belongs to and I watch them browse my site but their record is view-only until they leave the site and get listed in History. I have to keep an eye on them, wasting some of my productivity...
Creating tasks from Outlook email
Is there a way to create / assign Zoho CRM tasks within Outlook email? I see that there are different Outlook add-in/integrations but I can't seem to figure what the difference is between them. What has others used to do this? We currently use another application to easily create tasks from emails. We can forward an email from Outlook and it automatically creates and assigns the task to whomever we specify in the To field. It retains all the email details within the task description...trying
Domain already exists error
Hi, I am trying to add "mountwoodsolutions.com" which I own, to zoho email under the free plan. But I'm unable to do that. Whenever I'm trying to add the domain, from the add domain option in zoho control panel, I'm getting error "Domain already exists". Please help and resolve the issue.
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