The Zoho Books and Uber for Business Integration is here!
Hey Everyone! We're excited to announce an integration between Zoho Books and Uber for Business. The integration has been rolled out for our Indian Customer, and we'll open it up for other regions in phases. How does Zoho Books - Uber for Business help your organisation? Many organisations have employees who travel to connect with prospective clients or engage with existing ones. One of the most convenient ways for them to commute is Uber. While Uber rides are a blessing for your travelling employees,
IMAP from Outlook.com on Zoho Mailbox not working
I have enabled IMAP access in my account and have entered the same settings in my Outlook.com . However Outlook.com servers are not able to access my Zoho account and gets confronted with a message like The username or password for this account is incorrect
Unattended VS One-time remote session
Hi, I'm looking to have a downloadable file for customers to use when going to my website, and they would click on a link which would then download a file. They open the file which gives me a one-time access screenshare with their computer. I see that you have this for the unattended installer, but where can I get this for the one-time session? The attached screenshot is where I thought that it would be: But this assumes that my customer can get into his email, and I know that I can have them open
フォーム/アンケートにデータベースを表示する
フォームやアンケートにデータベースの結果を反映させることはできるでしょうか。 ルックアップで選択肢にできるのは存じていますが、特定のデータベースの結果を表示させたいです。 例えば日付付きの売上のデータベースで、1月分の売上を表示する、のような形をイメージしています。 Kintonではフォームの特定の値を拾って、他データベースの結果情報を表示させることができたかと思いますが、zohoでお同じようにできるか教えていただけますと幸いです。 何卒よろしくお願いいたします。
Sent mail downloaded in POP3 inbox
Hi, Several users complain that sent email is being delivered via POP3 into their inbox. This strange behavior only started happening about 2 days ago. What causes this? Kind regards, Murray
Zoho Campaigns messed up my Signup Form
I have a Contact List that many months ago I setup and configured a custom Signup Form template for. Just today I clicked on the form design to review it. All of a sudden with no input from me, Zoho changed the form theme and colors! I clicked cancel to not save the changes Zoho made. Zoho changed all the changes anyway! Just to reiterate, I literally did nothing, Zoho changed the template on me automatically. So this is half rant and half bug report that Zoho Campaigns screwed up our signup form
mail
what is my email address as of now and may we use?
Adding a one-question satisfaction survey from Zoho Survey to a Zoho CRM Email Template
Hi Zoho gurus, I have created a one question survey to get client feedback on a closed inquiry. I have generated the HTML code for the survey, which includes the required fields to be passed to the form. We have an CRM email template that is sent whenever an inquiry status is set to closed. I *should* be able to insert the HTML code generated by the survey into this email template. However, I cannot locate a way to insert HTML code of any sort into a CRM email template. Am I missing something here?
BUG: Custom Function failing with basic getRecordById function
Anyone else out there getting an internal error when they run a getDetailsById? Found issue this morning and it's crippling us. Code: details = zoho.crm.getRecordById("Products",id); info details;
Cannot complete Workdrive Install/Login on Windows10
We are trying to migrate from Dropbox to Zoho Workdrive and it has only successfully installed for 2 people out of 50. It will install, but throws an error and will not complete the process. Any suggestions on how to get arround this? The error just says no response.
Credit/Refunds in Zoho inventory/books
Hi Everyone, We are just starting Zoho Inventory/Books at the beginning of this month. We are having a problem with returns/refund. Credit memo's or refunds can only be given if an item is returned. However, there are several times where a simple refund is needed or partial refund or the item was purchased at the end of last year where there isn't an item to return. How do you all work around this?
Marketer’s space — How to track your email campaign performance
Hello, As a marketing analyst, you come across tons of information that gives you a look into your campaign performance, market trends, and customer insights. Amidst this huge amount of data, sometimes you’re not sure if you’re looking at the right numbers or drawing the right conclusions. In this week’s series, we’re going to discuss tracking an email campaign's performance and how to get a detailed understanding by interpreting the reports. Tracking click activity Link Click Activity is an
render image on embedded form
I have a page I have created in Zoho Creator with HTML and deluge to walk through a form and display images. I then published the page and view it embedded in an IFrame on another site. Unfortunately the images don't render. Is there a way to publish the images so they render?
Confirmation Email: cant add additional textfields
Hi, i need to add a goodbye text below the confirmation url in the confirmation email. But i cant find the option anywhere to add aditional text fields and the reset button doesnt work.
Rounding issue
In Zoho Attendance Management System there is a functionality that clocking less than 9 hours is half day leave and less than 5 hours is full day leave. Unfortunately there is a catch here. What if the less than is by a few minutes? Shouldn't there a merciful rounding?
Mass email function not working
Hello We have ZOHO Professional and plan on using this CRM to organise large volumes of students, we need to be able to send mass communications to groups of different students based on their qualification and company etc. From the Deals tab (we have customised this to contain students instead of deals) we have tried to send mass emails based on specific company criteria but every time it doesnt work- I get the below message sent to my email. Could someone please help? We set up the criteria, attach
SalesInBox when SENT through ZOHO CRM
So, my small company works with other small companies and recommends CRM systems. We are testing out ZOHO which APPEARS to have wonderful features YET I run into some issues which cause some of us to start MISTRUSTING the system. An example for the community's comments and ideas are: I was told that SalesInBox and its SENT folder will NOT contain SENT items from ZOHO CRM. I find that odd - such as whats the point of it then? HOW DO YOU USE SAlesInBox AND do you feel it delivers the emails with
Background Image not showing
Hi there! I'm having problems to display an background image on Zoho mail when I'm sending an email from my server. The email contains a <table> with the background-image property set to an absolute url for the background picture that is located on my server. What can do I to make it work? Btw I also went to Zoho mail settings and set the "Load external images" to "always" but it doesn't change anything. Thanks in advance, greetings from Uruguay!
Custom ZOHO modules access
How can I access (read, insert data) non-standard (custom) modules? I try to insert data to custom module and get an error response: {"code":"INVALID_MODULE","details":{},"message":"the module name given seems to be invalid","status":"error"} I guess it's because I don't know how to set the scope to acces the module. Module, which I want to acces is called CustomModule2, but when I try to set is in the scope on generating a grant token I get an error When I set scope as ZohoCRM.modules.ALL or ZohoCRM.modules.Custom.ALL
Candidate Submission / Prospecting
Hi, I wondered how many people use Z Recruit to actually submit candidates to clients but also when prospecting out to 'Contacts'..... We use Z. recruit to send the emails to 'Contacts', however I am trying to streamline and improve our process. At this time we currently run a separate Excel spreadsheet to monitor all the candidates we work with, to calculate CV submission / Interview conversion etc. Does anyone use Z recruit to fully submit / prospect candidates, and therefore does this enable you
Webhook Priority based
Hello, We want to create a webhook based on the priority of a case. In example, if a customer creates a ticket with "high Priority", execute a webhook. We was looking into the documentation, but we only see that you can execute when a ticket is open, not with conditions. How can we do that? I was thinking with a blueprint, but I can not find the option. Thank you Regards, Daniel
Mobile Number becomes a mutually exclusive of one Zoho Account
Team, I have my mobile number added to PeoplePlus Zoho Account. Now adding this to my personal Zoho seems to be an issue. Kindly help in
Get started with Roster View in Zoho Workerly
Hola! As a temp staffing agent, it's your job to ensure clients are provided with temps that will fulfil their requirements to an optimum level. This requires frequent updates to your staffing strategies as you keep up with current hiring trends. It is definitely not an easy business! Scheduling temps is tricky. You have to juggle factors like overtime work, pay rates, scheduled jobs, schedule clashes, etc. As the number of temps increases, you need to simplify the temp scheduling process, and the
using zoho cliq with project
Hi is there a plan to have a complete integration between zoho cliq and project especially for a client portal the feed from project could be in cliq I am just asking because i do not want to multiply channel of communication to have project for it then cliq thanks
Change permission Client profile in Zoho project
Hi I can not change the client profile in Zoho project Maybe i do something wrong I can create a new one and change all but i like to keep client and reduce permission message : Client Client Profile This profile cannot be edited. why?
Zoho for Mortgage Consultants
Hi there, I found a link on line suggesting that Zoho could be used for Mortgage Consultants. Does anyone know if there is a specific template for this? Many thanks, Carolyn
Conditional Default Fields
Hi there, I'd like to define default values for a number of fields (let's say 10) based on 2 other fields (Opportunity Type and a custom field). There are 4 different values in our custom field that drive the change in default values of the other 10 - but because every opportunity is different, I need to be able to change the field. Example. If Type = "Standard" then Fields 1-5 are "Yes" but I need to be able to change Field 3 to "No" and Field 4 to "Yes - Red".
not receive emails
I can send out emails but not receive them. i don't know why? Please help! Thank you
Vendor Preferred method of payment
Some of our vendors prefer to get paid via ACH or Check or Paypal. How are people tracking how a vendor likes to get paid? We are using a custom field right now to track it, but when creating a bill, that information doesn't show up on the create bill page. I've resorted to adding the data to the PDF of the bill (underneath their address). That seems to be ok, but wondering if there is a better alternative.
How can I add more than 1 CRM account for pushing/syncing.
Right now, my account (marketing lead) is the only account available in the "CRM Account" pull-down for setting up "push to CRM" in both the automation setup for forms, and in CRM actions in journeys. How can I add more accounts... specifically sales. Because now, when I push a lead to the CRM, I'm assigned as the owner. We should be able to pick the CRM account of someone in sales when pushing leads... so that they are the lead owner.
The Issue of Printing Shipping Labels Using PayPal and Commerce
This post is not a question. It is a statement of the current situation that might help other users. I use PayPal Payments Pro and Zoho Commerce. Commerce does not push the shipping address to PayPal This means I have one of three choices for printing labels. 1. Manually enter the shipping address into PayPal the shipping address collected by Commerce, and print the label directly to a standard-size printing label (such as an Avery) 2. Print the label from Commerce by taking a screenshot
CRM Field Mapping Template?
Every time I add a new form, I have to go through the long process of mapping every field in the same way I did for every other form, when setting up a push to CRM. Even obvious fields with the same name between form data and CRM fields aren't automatically mapped -- with is irritating. Can we get a way to save a mapping setup so that we can simply pick the saved mapping when creating a new form that pushes data to the CRM?
Zoho Sites: Cannot Save Drafts/Create Categories and Tags
Hello everyone! So, this problem just wasted 30 minutes of my life. I input all the content in the New Blog Post section, and then, when I want to save it, I just end up in an infinite loading screen loop. When I want to add new Categories, the click on the OK button isn't registered at all. I'm working on a site which I have been given access to by my client. Is it something with the servers or can the fault be looked in something else? I would really love to hear some troubleshooting tips. I've
Can users with Mail Free Plan use aliases?
I can't find a way to create aliases. Can users with Mail Free Plan use aliases at all?
Push your Campaigns Status to Fields in CRM
Often our users in CRM want to filter contacts on the basis of their Campaigns’ status but at the same time it is a tedious task to open every contact and find the status with respect to their sent campaigns. Zoho Campaigns offers "Push Campaigns Status" option which can push the Campaign status to the text area fields in Contacts or Leads module, respectively. Now, you can create a view on the basis of status and easily filter depending upon open rate or click rate. Thus you can target the filtered
Countif not as aggregate column
Hi Is there a way I can achieve something similar as =(COUNTIF($B$1:$B1,$B1)=1)+0 as a formula column in my table? Where B is the column which contains the values, so it puts a '1' in the first record found and '0' in the others. Thanks
Mails Blocked By Yahoo
Email sent to a yahoo account bounced with the following error message. SPF and DKIM has already been set up correctly and validated by Zoho for the sending account [Status: Error, Address: <xxxxxx@yahoo.co.in>, ResponseCode 421, 4.7.0 [TSS04] Messages from 103.117.158.54 temporarily deferred due to user complaints - 4.16.55.1; see https://help.yahoo.com/kb/postmaster/SLN3434.html]
Adding Multiple Task Lists to Milestones in bulk
Is it possible to add multiple tasklists (from tasklists template) to a milestone in bulk rather than adding each one individually? For example, I've created milestones named by month, ie Jan, Feb Mar, etc,. Tasklists templates are named TL #1, TL #2, TL #3. How to add all task lists in bulk to each milestone? So want to add under Jan milestone >TL#1, TL#2, TL#3 in bulk.
Receiving 500 Server Error when fetching certain deals
Hi Guys, We are encountering strange behaviour with the Zoho SDK. Everything has been working so far but now I just created a new Deal to test our code with and we are now encountering a 500 server error when attempting to fetch that Deal. (simple getRecord) We have two applications (deals) that are pretty much the same. One works and returns the ZCRMRecord while the other returns a 500 Internal Server Error. The first application that is working is 4111341000006299048 The second application that
POP3 Email Configuration with Administrator Role Issue
Hello all, We want to save the emails of a Zoho CRM user to the CRM before deactivating the user account. I've learned the only way to do this is to link the email account via POP, then do a backup. I've assigned the user the Administrator profile, navigated to the email page, and attempted to setup a POP3 Office 365 account. However, I get the error "Sorry, you do not have privileges to perform this operation. Please contact your administrator for permissions". From my research, this error seems
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