customers can´t log in as new customers in Zoho desk clients portal
Hi we have a clients portal with Zoho desk, and when customers try to log in as new users, they received the confirmation email but when they are redirected from their email to the clients portal in order to write the password and finish the process, they wirte the password BUT THEN the "registry button" doesn´t work and they can´t not register please any suggestion best regards
mail not working
Hi, We have been having problems for the last 3-4 weeks with mail not working and staying on the load screen when trying to access (via desktop app/browser). Please advise ASAP as we cannot access emails (so we can't correspond with Zoho mail). Thanks M
Resume Submission to contact without opened job.
hello team Would it be possible to submit candidates to contacts without having open jobs? And also write it in the candidate's journal and contacts? These functions would be very practical for recruitment firms!
Bugs - some fields in Job Opening and Candidate Module not working
Hello, there must be some kind of a bug in the system. Some fields are not working when we want to fill them in. 1. Job Openings Module when entering an Account Manager to a new Job Opening, it offers a list of possibilities/names, however when we click on one of them, nothing appears in the field. When the Job Opening is saved, the name is finally there. It just does not appear when creating the Job Opening 2. Candidates - fields concerning location (ZIP Code and State/Province) Zip Code and State/Province
Simple Time Clock...?
Is there a simple time clock is available? We would like our employee's to be able to clock in and out, as simply and easily as possible. We don't have projects or anything like that. Just punch in and out. That's it. Without having to navigate through websites and multiple clicks.. If this isn't a feature, I am suggesting it.
How can I launch a bulk edit action by a custom action (how do I write the URL)
How can I launch a bulk edit action by a custom action (how do I write the URL). And how can I manage the information shown on the BULK EDIT window. Like I want to the give the choice to edit just one column. Thank you!
OAUTH2 Scope for accessing "Visits" module from Rest API
I am trying to get records for Visits module. I am able to see the fields list via URL: https://www.zohoapis.com/crm/v2/settings/fields?module=Visits, but, for the URL: https://www.zohoapis.com/crm/v2/Visits, I am getting: { "code": "OAUTH_SCOPE_MISMATCH", "details": {}, "message": "invalid oauth scope to access this URL", "status": "error" } What's wrong? I am able to get records for all other modules (Accounts, Leads, Contacts, etc.). Only Visits cause a problem. My scopes are:
Google Apps & Google Mail Integration
Hello, Upon integrating Google Mail with Zoho Recruit am I able to send emails to contacts and candidates from Zoho Recruit and still have them appear as sent items in my Google Mail? Please let me know! Thanks.
I can send emails but I do not receive
I can send emails from my account but I do not receive any. Could you please check what is causing this issue? Thank you
Emails receiving issue
I can send emails from my account but I do not receive any. I originally set up forwarding and it worked for a while and then stopped. I turned off forwarding and now do not receive any emails. Could you please check what is causing this issue? Thank you
Twelfth day of Christmas - Zoho One
Check out the eleventh day of Christmas post. The twelfth day of the 12 days of Christmas relates to Zoho One. "On the twelfth day of Christmas my true love sent to me: twelve drummers drumming, eleven pipers piping, ten lords a leaping, nine ladies dancing, eight maids a milking, seven swans a swimming, six geese a laying, five golden rings, four calling birds, three french hens, two turtle-doves, and a partridge in a pear tree. " The twelve drummers drumming with Zoho product logos on their
Cannot configure Outlook with zoho
while configuring Zoho with Outlook, gives error, something went wrong outlook could not configure your account, where as webmail works fine
campaignのリストにＣＲＭの連絡先が選択できない（できなくなった？）
みなさま、あけましておめでとうございます。 最近は年賀状を送る方が少なくなってきていて、また、転居などで新住所がわからない方もいますので、メールで年賀のあいさつを送ろうと久しぶりにZOHO CAMPAIGNを出してきました。 以前、作成しておいたＣＲＭの連絡先（任意の取引先種別）の数が増えていないようで、でも定期的に更新はしてるみたいなのですが、もう一度設定を見直そうとするとＣＲＭの連絡先に接続できませんと出てきます。 無料プランではＣＲＭからデータを取得できなくなったのでしょうか？
Sending email from another service bounced with message
This message was created automatically by mail delivery software.
A message that you sent could not be delivered to one or more of its
recipients. This is a permanent error. The following address(es) failed:
david@itechsherpa.com
No Such User Here
Update Aggregate Total
Hi, Firstly apologies if this is something simple but I can't seem to get the workflow to work. I have two forms. Form A - Kits Form B - Assets Multiple Assets can be added to a single Kit. Joined with Lookup fields. Each Asset has a rental value (FormB) which by using an aggregate workflow in form A calculates the sum of all Assets and adds a value to a total field in form A. This all works as it should and gives the correct total. The problem is that if I update the rental value in Form B the
LMS
Looking to create a learning management system for coaching individuals and supporting groups, embedding zoho writer, (linked to zoho CRM), zoho show, meeting and chat. Allowing individual learners to keep an online journal (private) shared with their tutor/coach. Invoicing link would be nice too. Budget : Unknown | Duration : 6 months To leave a private message, please click the link for private response in post Action section.
Sent emails in MS Outlook
Hi, I want to see the emails sent via ZOHO Creator app in my MS Outlook's sent item. Is that possible?
Tabular Fields
It is rather annoying that one cannot have a pick list in tabular - especially when once ask for a specific details. For example: In Professional details there is a field "Highest Qualification" - a pick list is specified. Then in Educational details - "Degree" : Sometimes that two does not match because people us abbreviations, different terminology. Wish all things match up, and maybe searches will run better.
Eleventh day of Christmas - Zoho Social
Check out the tenth day of Christmas post. The eleventh day of the 12 days of Christmas relates to Zoho Social. "On the eleventh day of Christmas my true love sent to me: eleven pipers piping, ten lords a leaping, nine ladies dancing, eight maids a milking, seven swans a swimming, six geese a laying, five golden rings, four calling birds, three french hens, two turtle-doves, and a partridge in a pear tree." The eleven pipers piping with social media logos emanating from their pipes signifies Zoho
Create a custom function in ZOHO Creator using deluge script
Create a custom function in ZOHO Creator using deluge script : You can create custom function using deluge script in ZOHO creator app. Please follow below steps to adding a custom function...
email encryption with S/MIME
When using s/mime when sending encrypted emails, there must be communication between the sending email system (the from address) and the receiving email system (the to address) prior to sending the information message between the systems. This must be done to exchange keys. The user (who is the sender) must have a visual indication that the message will be encrypted before hitting the send button, as this may influence his/her decision whether or not to send the email. The S/MIME description only
User Specific Automation WITHOUT API
Hi - We keep encountering this road block. Not sure if its by design, user error, or a bit of both. We have tried custom function, zoho flow, zapier, and whatever else we can think of to automate something fairly simple. The automation itself is working,
Generalized Zoho Calendar Derviced from Zoho Projects
Hi, Has anyone figured out a way to create a zoho calendar that is populated by everything in projects -- all projects and their related tasks, milestones, issues etc in one calendar that multiple users can refer to and see the same thing? For instance we thought maybe we could add out scheduler to every milestone in every project and then he could share his calendar with everyone. Then he could just schedule things in projects that would appear in every instance of the shared calendar each of
View link URL when mouse hovering over it
Is it possible to make it so I can see where the link in an email is going to take me? This can easily be done by showing the URL when I hover over the link. This is useful for advanced users who can deconstruct URL's and the parameter to know where exactly we will be going. Also good to identify phishing schemes. Most clients have it where you have the smart chat bar, but even a tooltip popup would suffice.
It says I have duplicate variants but where are they to change?
It's telling me I have duplicate variants so it won't save it. I think it came originally from Books (the older duplicates). I don't see anywhere to clean them up and remove duplicates. I've clicked everything I can find in Books, Inventory (which I don't want to have to use) and Commerce. I see no way to clean them up. Where are they?
Reference Check software
Is there any collaboration with reference check software - Checkster, Skillsurvey, etc to be intergrated or supported with ZR.
How to reorder KRAs
Does anyone know how to change the order that KRAs appear in the performance management module? They don't appear to follow any logical order of weightage or alphabetical; they just appear to be in random order.
Expired Job Posts
Keeping track of job posts status on the job boards is very painful the way it is, having to go on each job opening and check its status. We should have a report or any other way to check all job openings status
flexiquiz test attachment with zoho
earlier the flexiquiz marks is attaching to zoho but now the marks is not attaching to zoho what was the problem plz reply as early as possible.
fields on association of Job and candidate
it will be great, if we can have field on job and candidate association. I twill help us to maintain client remarks for candidate for that particular Job.
Adding merge fields of custom modules into email templates
I want to add merge fields from a custom module into E-mail templates that I can send to job applicants. If I insert it, it shows that these two modules are not related. How to change that?
The email address you have entered belongs to a different deployment/region.
Dear friends, I am having issues to add my domain with the extension .xyz, the error shown is this: The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. I've already sent an email to Zoho support, but so far, I didn't receive any mail back. Sincerely, Firmino
Data Enhancement
I like your ability to use social media to enhance candidate data. I would like to be able to do the same thing with employers, I would like to be able to enter a company name and city and have it pull up information about the business and contacts at the company and then be able to import it into recruit or CRM. Is this something you could do?
Linking to an Anchor from Campaigns
I have created a campaign and I am trying to link that to a page on our website that already has an anchor in place. I labeled the anchor "schedule". The link I am trying to use is: url-of-page/#schedule It is not working, takes me to the page but not to the point on the page that I need. What am I doing wrong?
Reassign a Lead to another random owner after specific time.
Hello Everyone. I setup a webform that assign the lead to a specific set of user in that area. This is a basic functionality of ZOHO CRM, in lead assignment. What i need is to setup an automation like: If the lead as not been modified in the first 24 hours (it means the current owner didn't call the lead yet) then reassign to another owner. The new owner can not be the current one. Is there any way i can implement in zoho crm? Thanks
How to remove a inexistant Creator App view and setting a default view in CRM
Hi, I created a Creator app I want to integrate into the CRM. During the integration process, you can select which views can be shared. HOwever (see screenshot), the View 1 doesn't exist in the Creator App. When I share it, there is any error when a user access the module, the view can't be found. How can I remove the View 1 from CRM ? I try to set the View 2 as default view, But how I can do that?
NEED TO ADD TEXTING TO OUR ZOHO PROGRAM
Good afternoon, I contacted you in the past but no one has returned my ticket request for adding the feature of texting our contacts through ZOHO. We know this is an extra charge and we will need a quote for adding such feature. Can you please email me back or call me at 561 501-2352, please ask for Marlies or Audrey. Thank you.
Adding Published Posts to Calendar view
Calendar view doesn`t show published posts now. It isn`t comfortable during content planning.
Migrating V1 APIs configured in Webhook
When you have configured Zoho CRM's V1 APIs—insertRecords and updateRecords (to handle data transfer from one CRM organization to another) as webhook in Automation Rules, you will face difficulties during V2 migration (since V1 APIs use auth token, and V2 APIs use OAuth). You can handle this in two ways: Custom function Zoho Flow 1. Custom Function Users with Enterprise, Zoho One, CRM Plus, and Ultimate editions can opt for this solution. Create a custom function and convert it into a REST API function.
Zoho Application (Salesforce from marketplace) launches wrong URL and does not login
I have added Salesforce to my organizations applications from the marketplace. I have assigned a user to be able to launch the software. However, when the user brings up applications, and chooses Salesforce, it simply takes them to the URL https://www.salesforce.com/in/ . I have inserted my Salesforce Org ID and credentials, shouldn't it launch the US instance of Salesforce and auto login? Or atleast take the user to the login page. By default, it simply launches default browser and goes tro https://www.salesforce.com/in/ .
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