Activity log-zoho books
As an admin I require n request; That I am able to switch off activity log for one or all users of my choice. (Similar to switching off audit trail in tally from security control.) I think it's a non negotiable feature that's required in zoho books...almost for all present n future clients.
Differences user, employed and profiles employeed
Hello !! I have a query, which differentiates "user", "employee" and "employee profiles"? Thanks !!!
Linking table from Zoho Reports to Excel
Hello, I would link to be able to have a worksheet in excel that gets automatically updated when there are changes in a Zoho reports table. I believe the Get external data option in excel should be able to do this, but I am unsure how to set it up to work with a specific table in Zoho. Any help with this would be appreciated.
account
i delete my account by mistake, how to activate again please help, momemsa.bijou@zoho.com
Did not receive my phone verification SMS
Hello everyone, I tried to create a Zoho mail account under a domain name I own. However after filling the form I was asked to enter the verification SMS but it never came to my phone. (phone and phone number are active) I tried to resend the code several times, but to no avail. Then I tried to login with the email account and password I used when I tried to create the account and the login says there is no such account. After that I tried to recreate the account again and it now says that my phone
Stepping into 2020 with a new series — Functions
Hello everyone, We hope everything is going smoothly with Zoho Creator. We are now officially in 2020 - a new year, a new decade, and, a new series to look forward to. Yes, that’s right. A brand new series on Functions in our Creator Community Learning Series. Every month we will take you through a different function that you could create on Zoho Creator to automate a workflow or get a task done faster. We'll pick from a list of functions that our users usually execute on Creator, and each post
Some emails being rejected. Others Delivered
From Address:0100016fed7e24b2-f4be1119-e025-4cee-bd6c-37c560a6d4ac-000000@amazonses.com MessageID:<0100016fed7e24b2-f4be1119-e025-4cee-bd6c-37c560a6d4ac-000000@email.amazonses.com> Recipient Mail Delivery Time Status Relay AddressFailure Reason d*n@newhopetransport.com 28/01/2020 12:51:07.161 Delivered mx.zohomail.com - From Address:0100016fed70482d-def14fbf-019c-4b31-9fc4-05c432e00209-000000@amazonses.com MessageID:<0100016fed70482d-def14fbf-019c-4b31-9fc4-05c432e00209-000000@email.amazonses.com>
Selecting Favorite folders to appear at top
Too often, the zoho algorithm sorts, tags, or classifies items/emails that may need to be viewed in the primary inbox. This is typically not a big problem unless hundreds of folders and subfolders have been imapped. This causes one to have to scroll way down to the bottom of all the folders to reach the "all mail", "drafts", "sent", "tagged folders", or any other folder with a primary function. "Back to Inbox" is not available at the bottom and grabbing onto the scroll bar is wonky at best. The
My contacts get duplicated in crm and books
Hello, I have a Zoho integration between Zoho CRM and Zoho Books. In Zoho Books, I have the Contacts two way sync between the CRM and Books. However, I am having a problem. When I merge a duplicate in CRM, what it does it creates a new contact in Books (even though it already exists). When I try to merge the new contact and the existing contact in Zoho Books, it creates a new contact in Zoho CRM even though I have the existing recently merged contact. A never ending story. What should I do? Thank
New Features rolled out on Jan 20, 2020
Happy New Year! Zoho Analytics welcomes 2020 with some cool new options. Embed / Publish UI Revamped with Lot More Options! The Embed / Publish URL dialog has been revamped for better usability and has also introduced a good set of additional functionalities. The new UI captures the following: Embed and Publish options merged in a single screen Access with Login, Access without Login, and Access within Organization / External Users permission controls in the same dialog Status of the already published
Links on sidebar.
Hi all, can I put other apps on the sidebar? I mean the one shown on this screenshot, the small ones at the left which allow quick access to calendar etc? I really feel like I can but I can't work out how. I'm just talking about Zoho apps like Docs, I'd like to be able to get to quickly. Thanks for any help! Phil
Help with shipping request form
HelIo, I have a delivery request form, I make a cut of requests every day at 3:00 pm, after this time I no longer attend requests for the next day, in which way I can make an alert appear, when the user later From 3:00 pm select in the field of date and time of delivery, tomorrow, and tell you that you can no longer request that delivery, that you select or capture on the date of the next business day, and do not let it continue filling out the form or not letting you send the form information? until
Marketer's Space - Responsive Email Design
In the previous post of this week's marketer's space, we discussed the first technique involved in designing emails responsive across multiple devices. In this post, we shall discuss our second technique - Progressive Disclosure. Progressive Disclosure Progressive disclosure is a method of managing content complexity by displaying only the content that is necessary at the first point of interaction. Furthermore, detailed information are displayed as the recipients interact with the message. To give
[API]Import JSON / CSV to CRM Contacts
Hello, I successfully import a .JSON file into Analytics module of Zoho and we are very happy with it. Same thing inside Campaigns. Now we want to periodically synchronize our .JSON file inside the CRM "Contacts" module, then Analytics and Campaigns. Is this possible ? How can we do that ? I read a lot of API documentation but I can't find anything clearly explained. Thanks in advance for your support.
We are Zoho One, what does PRO mean under User Management?
Hi Team - we are Zoho One and we have activated Zoho Meeting. When I checked under User Management, there is a PRO for Meeting and Webinar license. What does that mean? Also, as admin why am I not able to be PRO? Another question is how do you delete past meetings? I can't seem to find it. Thanks in advance.
Add or edit manufacturers in Zoho CRM
Does anyone know how to add and/or edit manufacturers in Zoho CRM? THanks,
Automatically log a call with Android CRM app
Is this possible with Zoho? I have this ability now with Salesforce. I simply launch the SF app, select a contact or Lead, place the call from within the app. At the conclusion of the call, I am automatically prompted to add call results notes.
Problem in integrating Grandstream UCM 6104 IP PBX with Zoho CRM-Phone Bridge.
For one of our clients we would like to integrate their Grandstream UCM 6104 IP PBX with Zoho CRM-Phone Bridge. We installed the Phonebridge Asterisk Adapter and set up the Phonebridge but currently it doesn't work. I'll be glad if you can guide us on how we can solve the issue. - The Grandstream UCM 6104 is an Asterisk based IP PBX Appliance - Documentation : http://www.grandstream.com/index.php/products/ip-voice-telephony/ip-pbx-solutions/ucm61xx - Asterisk Manager Interface ( AMI ) Guide
Associating an account as Parent Account to an existing account.
I added an account and want to add a parent account to it. I tried to set Parent_Account field. Its a LookUp type of field. Below is my code. "record.SetProperty("Parent_Account", serviceAccnt.Parent_Account);".. where serviceAccnt.Parent_Account is the same object that we get from Parent Account inside the account. This is not working. I can set string and int type of field but not LookUp type of field. Is there any other way to set a "LookUp" type of field.?? OR Please tell how to add a Member
Text glossary
shortcuts to automatically paste text blocks Example a code (# 1.1) allows you to paste an introductory sentence
Help Desk Permissions -- not working?
I've set my Help Desk access permissions to all toggled off (open access) and yet users are still be asked to sign up/in when visiting the help desk. Is this expected behavior?
Apertura de informacion en una nueva pestaña
Si me pueden ayudar. Al momento de navegar en zoho crm sucede que si veo el panel de detalles de actividades en la parte izquierda veo la información de mi contacto o leads y al momento de darle clic ahi me abre otra pestaña y no deseo que suceda eso. Puede alguien ayudarme con la configuración para evitar este tema . Gracias por su ayuda
Creating a sales order aging report
Hi, I'm hoping somebody can help me out here. I would like to create a report that shows me accounts that have not ordered in 90+ days. I am paying for the zoho reports add on but the sales order module is not supported. Can someone help me out here? Thank you!!
Incoming Leads graph by month in 2019
Hi, How can I generate a graphical report that shows the number of incoming leads per month in 2019? Our leads come directly from my website contact us form. Thanks
Fetch Accounts by Parent Account
I am using Zoho C# SDK. I want to fetch all child accounts of a Parent Account. I am using this code snippet to get all child accounts- "BulkAPIResponse<ZCRMRecord> response = module.SearchByCriteria("((Parent_Account:equals:" + accountName + ")", methodsParams);" Its giving Error - "ZCRMSDK.CRM.Library.CRMException.ZCRMException: 'invalid query formed' ". Its NOT working for "Parent_Account". Please give solution to fetch all child Acounts by Parent Acount. Thanks
List's "Pages and Emails" vs Settings "Signup Pages and Emails"
What is the difference between these? Many or all of the same options are there but changing them under Settings doesn't change them under one of my lists. I searched but didn't see anything about why they are in two locations and how to best utilize them.
Zoho Support - Best Practices - Ticket Queue & Response Time
Everyday, our customers send requests - they either ask questions (how to's, customization, UI suggestions, etc) or report a problem about our products/services. It is highly important that we attend to such requests based on the "time left queue" and the "importance of the request". When I say "importance of the request", I mean any emergency request that require immediate attention. A patient suffering from cardiac arrest must be treated first than attending to a patient who got of his bones fractured.
How to Edit the "Confirm resubscription" email in Zoho Campaigns
Hello, I do not see a way to edit the "Confirm resubscription" email in Zoho Campaigns. Under Settings | Signup Pages and Emails I see VERY limited ways to change the web pages related to this process but not the email. That is where I expected to find it. Can someone point me to where I can edit? Thank you.
Google/Microsoft Third-Party IDP Sign In on Help Center
Any update on the availability or implementation of using third-party sign in IDP providers for the Help Centers? Other Zoho competitors with similar customer-facing portals have easy to use sign-in with Google, not to mention Zoho's agent interface. It would be great if customers could log into our support sites with Google Credentials, etc basically whatever Zoho offers to sign in (https://accounts.zoho.com) - as well as having the hosting organization (us - Zoho's customer) change what their
Changing form back to Creator 4
I have slowly been moving my application to Creator V5 from V4, and I've noticed a lot of errors popping up. One of them has been no longer being able to edit some forms in V4 for some reason, despite not adding any changes. Does anyone know how to revert this?
How to Upload the XML file and read the XML file in Zoho Creator?
Hi I would like to know about deluge script for XML reading . I want to upload the XML and read that XML file with the help of deluge script in zoho creator. Is this possible in Zoho ? Let me know Thanks
iFrame formatting & modifying theme
Working to integrate forms onto the website since moving over from 123Formbuilder. Can't figure out two things. 1. what setting do I change to keep the user from having to scroll the form 2) where do I configure the grey background so it matches the site https://getcozybars.com/business-opportunities
Configuracion Z.Sign
Buenos dias/tardes/noches. Queremos implementar Sign en nuestra forma de trabajar. Lo que necesitamos es que el técnico, en casa del cliente, pueda generar automaticamente el contrato y este lo pueda firmar. Hemos visto que se le puede enviar al cliente, pero también queremos que una vez finalizada el tecnico le pueda hacer firmar el contrato, parecido a cuando te traen una paquete a casa y firmas en su movil/tablet. Resumiendo mucho, tenemos 3 “packs” de contratos, y la idea es que segun lo que
Zoho Recruit & Wonderlic (Wonscore) Integration
Would love to see Zoho Recruit work with Wonderlic to allow for the addition of their testing to be in a candidate workflow. Other ATS systems have this with Wonderlic (Wonscore), and would be a great additional add-on! https://wonderlic.com/partners/ https://notes.jazzhr.com/2019/06/18/introducing-new-jazzhr-integration-with-wonscore-from-wonderlic/
Writer email delivery via zwntrmail.zohowriter.com
Hello, I noticed that e-mails being delivered from Writer mail merge were coming to my inbox as follows: *User Name* via zwntrmail.zohowriter.com Does Writer have e-mail relay capabilities so the e-mail can relay through gmail servers? Thanks!
HOW TO UPLOAD FILES VIA EMAIL
DEAR SIR PLS. LET US KNOW THE EMAIL ID WITH WHICH WE CAN UPLOAD THE FILES BY SENDING AN EMAIL. AWAITING FEEDBACK ASAP. BEST REGARDS VISHAL DEORA
Can´t create validation rule for blueprint if it is a number
Hello, i´m trying to create a blueprint, when i want to set up a transition and add a new field in "during phase", Crm don´t let me set up rule as field validation criteria. I can choose any number field choose criteria and message but whan i click on Done nothing happens. When i try to check field validation criteria for text or check everything works perfectly. Thanks for your help
Z.Survey: Can I change the title of the pop-up?
Can I change the title "Take a survey" of the pop-up?
Add 'company' in the custom view criteria
Add "Company" in the custom view criteria would be very helpful when in a project there are more client companies. When in a project there are multiple client users, belonging to different companies, this would help in order to identify tasks/issue owned by diffent groups
Reset Badges and Trophies to (0) Zero
Is it possible to reset the Badges and Trophies count to (Zero)? I'm trying to set up a game that will run for 6 months and award team for 6 months efforts. Then I'd like to restart the same game for another 6 months and start everyone over again at (Zero) count for Badges & Trophies. thanks Mark Smith
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