Incoming email not receiving
Hi i have configure my mx records in cpanel. i'm able to send email to user but unable to receive any incoming emails here is my domain makeupstudio.pk. please guide me what can i do to get it working. Thank you
G Suite Integration Permission Levels
Hi, when going through the process of installing the Zoho Vault G Suite app for an organisation, I am advised that the app required full Google Drive access...why is this required? This is too high of a permission to be granted. We've been using Vault with Google sign-in already as a business, and no access to Google Drive has been required.
Form fill
We are considering switching our entire organisation to Zoho Vault. But we can't do that until you add form fill in your browser extensions (especially for Chrome). It's a standard and essential feature, offered by all of the competing products.
Constantly signed out of Zoho in Outlook
I have all my emails tied into Outlook, with Zoho being one, on my Computer and my Phone. My Zoho account is the only one that randomly gets a prompt to re-enter my password since it couldn't connect. This has happened a ridiculous amount of times on both my computer and phone. What makes this more annoying is I have to use app specific password, which means I either have to write down that random password (which pretty much negates the point of have security set up that way) or go onto my computer
Unable to open support requests!
Hi guys I have now several times tried adding support requests for problems we've been having, with various departments. The support ticket is sent, we get a confirmation screen and a request ID, but no replies from suppprt and the submitted requests does not show up in My Area. Same happens if we submit a request via e-mail; no reply and no ticket created. Anybody else have this issue?
Pulldown as a Number
I've researched and can't seem to find the answer. I have a picklist with 4 values. 0 .25 .50 .75 Basically capturing quarter inches. It seems to be keeping them in string and would like to convert to number on my form. I tried Tonumber(0) Not sure where or to
How to calculate monthly profits on Zoho CRM
Hello, I recently got Zoho CRM and I would like to know how to calculate monthly profits on it. I have a Lead Section with leads in it, and a special field that says "INSTALLATION STATUS: PENDING", I want to predefine a lead value to that lead and as soon as the status changed to "INSTALLATION STATUS: COMPLETE". I want that predefined dollar value to be counted towards monthly profit. I can't seem to find where to assign dollar values to a certain lead. I also want to have a different predefined
Linking Zoho Inventory Sales orders to zoho CRM
Hi In Zoho CRM under the section Sales Order, I would like a history of all the previous sales orders from that certain account. The Sales orders are created in Zoho inventory (where i have various organisations, about 10). How do I do this? As it seems the integration only shows contacts, vendors and item Thanks in advance,
Automatically syncing a custom contact field to native contact field
Hi there, In a nutshell, in our Opportunities we associate the main contact with a custom field, and do not use the native "Contact Name" field at all. However, this is causing issue for us in numerous ways, and we'd like to automatically copy any value in the custom field into the native "Contact Name" field. It doesn't look like this is possible as a workflow. And I can't figure out how to move over all values from the custom field into the native as a one-off batch and then just start only using
Zoho Notifications Increase Since V2
Hello All, My sales guys are complaining that there's a crazy amount of notifications coming to their phones through the Zoho CRM app. Notifications even come through on weekends when no one is doing anything. The Zoho CRM is linked to HubSpot's CRM through bedrock data, so information is continually passed between them, but not on the weekends. Does anyone know what's going on? This never happened with V1 of Zoho. Thank you so much! Greg
Lead to Contact conversion
We get a large number of leads, often they already exist as a contact and want to be able to do the following: We go through an initial follow up with the lead and then when we wish to convert we want to select an existing contact to update or link the contact to an existing account. It would be great to be able to look up that an account or contact already exists at the lead screen. Could use email address or "similar" company name as an alert. Main question, how do I effectively get leads into
Investments Portfolio Structure
Can you all help me to conceptualize and eventually create a system within CRM that assigns individual securities (stocks, bonds) to individual Accounts that are linked to specific Contacts or Clients? Right now I have a custom module set up for Accounts, which contains type of account (Individual, Joint, IRA, Roth IRA, etc....) but only have the overall account value as a field. For instance, Joe's IRA = $45,789. What I'd like to create is a list of securities owned that add up to the $45,789. Such
Zoho Hosted Webinar Question
I didn't get any responses for this in the General Section, so I will try here. I am hoping someone else has had this issue. Zoho is releasing an ever increasing number of Training Seminars that being a Zoho newbie, I would love to attend online. The problem is, they are all hosted in Mumbai...I am in Texas. My Network guy (a contract guy) carries more weight than me apparently, and he refuses to white list their servers. We use SonicWall for a firewall, and he has just Geo Blocked India all together.
Export New Balance Reason
Hi, In the Leave-Tracker > Settings > Customize Balance, it is possible to add a Reason for new Balance of an Employee. We do that all the time. Where can we find a history including the Reason Text for balance updates? Obviously it is not possible this time, neither through Peole Leave Tracker nor Analytics. When will this feature be available? Thanks, Josua
Setup email in MS outlook in iphone
Today, one of my staff would like to setup zoho email in MS outlook in his mobile not on a PC but its not working. On a PC its work perfectly but on MS Outlook mobile version is not working. I enabled active sync and IMAP from the control panel but its still the same. Regards,
What's New – January 2020
Hello everyone, We spent January working on a lot of under-the-hood improvements and squashing quite a few bugs. The result? Backstage runs a lot more smoothly now. And in the midst of all this, we also rolled out some new features that we're sure you'll like. So in case you missed them, these are the latest updates from Backstage. Domain authentication for better email delivery Do you know what disrupts event communication like nothing else? Having your emails sent to spam. This is why authenticating
Integration of Zoho CRM with Zoho Workdrive
We want to replace ZohoCRM - Dropbox integration with native ZohoCRM-Zoho Workdrive. Particularly, to create folders in Workdrive when a lead is converted into Contact.
Ask the Experts #5: Five hours live Q&A session with Zoho Analytics product experts
Hello everyone! Hope you all had a great start in 2020. We're excited to host our first community event for the year Ask the Experts #5 on 22nd January between 05:00 AM - 10:00 AM PST. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion with our product experts. Start posting your questions right away! We're looking forward to have an interactive session. Note: This isn't a webinar.
How to rotate attached image in note card?
I've migrated several notecards over from Keep and a couple of the imbedded/attached images are rotated incorrectly. Is there a way to rotate either an existing image or a newly attached image? Thanks in advance, Delain
How many notes
Is there a limit to the number of notes we can create?
Article display options in Desk
Namaskaram Zoho Desk team, KB Article display permission in Desk is very limited, it's only have display permission to Agents, Registered Users and All Users. Literally one article is associated with one Department. It is nice have an article associated multiple departments. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
How to create a deal(s) from contact field updates
The Zoho standard format isn't really suitable for us as we are b2b not b2c. However, would be helpful to create a deal or 2 deals depending on what the updated field selection is (product 1, product 2 or both), associated with the same contact. Anyone have suggestions for this?
Demystifying Active Directory sync
Active Directory (AD) is an on-premise user data store that is generally used by organizations to manage user identities and groups. Organizations that have been using AD servers for a long time will have grown very dependent on the service, and will have a hard time shifting to modern, cloud-based solutions. The best way for these organizations to move to a cloud solution like Zoho One is by administering their users in Zoho One's admin panel, while maintaining their data in their on-premise AD.
Add button to forms
Hi all I am creating a form using the free version and want to add a 'Buy tickets' button, but I cant find a button option - does it exist in the paid version or is there a way to add one?
I can't click the next button in chrome.
I think its the problem . Can you explain which extention is causing issue?
Smart URL Error Report
It would be super useful to get a report on smart URL errors. if I notice a pattern of errors I may want to direct them to content.
Problems with URLs and Template editor email marketing signature.
Hi, I am trying to promote some ebooks in an email signature campaign. The first problem I have is I paste a URL and I continually get an error. I have been able to get them to work if I manually type the URL, but it seems I should be able to paste a URL as it if faster and less prone to errores. The other big problem I have is that the card editor for the pre-built templates is totally different than the email template editor and I can find no instructions on its use. My attempts have only brought
How to get the first result of rows with duplicate dates?
Hi, I have a table that contains the following fields: An ID An event A date-time for each event It looks like this: ID Event Event Date 1122334 Event 1 2016-10-01 10:00:00 1122334 Event 2 2016-10-01 10:00:00 1122335 Event 1 2018-06-23 11:43:22 1122336 Event 2 2019-02-02 08:04:13 1122336 Event 1 2019-02-03 06:07:17 1122336 Event 2 2019-02-06 13:37:44 My goal is to find the first event for a given ID, based on the date so that I have a list of unique IDs and their corresponding events and dates like
Does lead email opt out affect other modules?
Hey, If a lead with a certain email has opt-out on, will I be able to send email to an account/record from another module with the same email address? Or the block is related to the email address regardless of modules? Thanks
Profile picture
Is there any way to make it so your profile picture appears when you email other people? You said you would work on this a year ago. It is a very common and basic feature that is important.
Gear up for a series of webinars that will teach you how to build a Zobot from scratch!
Greetings! We hope you are all doing great. Chatbots have revolutionized the way humans interact with computers to get things done. The advances in conversational chatbot technology continue to accelerate, so staying ahead of the curve is crucial! Zoho SalesIQ has developed the highly customizable, integrable, and versatile Zobot that has been designed to meet the diverse needs of different businesses. These bots are receiving lots of positive attention and show great potential for development.
師走ですね、退職者だけを抜き出したいのですが。
みなさまお世話になっております。 焦って年賀状のリストを選別しているところであります。 じつは今年は少し時間があり以前からのデータを見直していると、退職された方にも年賀状を送り続けていてもったいないということになりました。 弊社では連絡先の詳細情報欄に退職とか退社と書き込むようにしてありまして、虫眼鏡のマークの検索でそれを入れると引っ掛かり出てくるのですが、連絡先のフィルターやレポートのフィルターでそれを集めようと思っても項目がありません。 これからは退職しましたという新しいチェックボックスみたいな項目を作ればよいのでしょうが、この詳細情報欄に書き込んだ資産を（退職者だけでなく）ソートすることはできないのでしょうか？ よろしくお願いいたします。
Google Maps in notes field
Hi, I know there are a few topics relating to my question, but I have a specific problem which I can't find a solution to. I can display a static google map in a notes field but when I try to add a marker to the map no image displays at all. So when I run this everything works and the map displays: addressVar="1600+Pennsylvanian+Avenue,Washington"; imageUrl = "https://maps.googleapis.com/maps/api/staticmap?center="+addressVar+"&zoom=13&size=320x320&maptype=roadmap"; input.map1 = "<img src='" + imageUrl
Value of Previous Records
Hi, New to Zoho and trying to figure out how to do this. I have daily records of fluid level for multiple tanks. For any given tank, I am looking to pull data from the previous days (or could be a couple of days back - last record) for the new entry, so I can calculate the change in levels. For example Day 1 - Time 1 - Tank 1 - Level = 5' Day 1 - Time 1 - Tank 2 - Level = 1' Day 3 - Time 3 - Tank 1 - Level = 6' (what to calculate 1' of chnage) Any pointers or suggestions? Thanks, Chris
Outlook IMAP SMTP not working
Neither incoming nor outgoing mail is working with my outlook account. As per the guides I have looked at, I have set up an additional email account user with zoho: application.email@domain.co.uk (replacing domain with my website) I am using this with the SMTP account. For the incoming mail, I am using the primary zoho account. I have included screenshots of my problem.
Set up email with Outlook
Hi, I'm trying to set up Zoho with outlook, but I am struggling with the contradictory information I'm getting from the guides. The first guide I was following was this, which asked me to set up a new zoho email user to use with SMTP settings (Application.email@blahblahblah.com) https://www.digitalocean.com/community/tutorials/how-to-set-up-zoho-mail-with-a-custom-domain-managed-by-digitalocean-dns I then tried to use the following guide to set up IMAP: https://www.zoho.com/mail/help/outlook-imap-access.html
Automatically number a deal with any given title
I'd like to write a simple function to automatically add the following string: [D#] before any title given to a Deal. I.E.: Giving to a Deal the title: Test Will result in the following title: [D1] Test Where D1 is the letter and number given automatically by the Autonumbering field. Also, is it possible to hide the autonumbering field? Please let me know, Kindly regards Marco Carolli
can i set owner id to a note via api ?
Hi, how can i set note owner id , so it own't be api default user can i set <FL val="SMOWNERID">usersemail@email.com</FL> or <FL val="SMOWNERID">3423422</FL> ?
Zoho vs salesforce
https://www.cloud-empowering.com/blogs/post/Zoho-vs-Salesforce?fbclid=IwAR1Xa-dbF3F5uSryOvEG34Fgi_JqTWiqCgUXRyTYTYyAu5Yp05SEd2L9GMk 原文中国語なんですが ZOHO と salesforce比較記事がおもしろい特にこの価格表がわかりやすい 翻訳すれば読めます
Conditional Formating in Summarize Tables
In Zoho Analytics, Conditional Formating can you use formula e.g. color bottom 25% cells red, and top 25% cells green. Thanks, -Naveen
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