What is the difference between Flow and Orchestly?
And will Orchestly be a part of Zoho One? Thank You
How can I check the phone number?
I would like to check if the phone numbers of my customers are real or not. How can I do it?
Zoho Mail Lite - Contact Email address should not be the same to the Domain Name that will be use for a free trial.
Why it has to be be other domain address? I tried putting my gmail address It worked, it can proceed. But When I input the other department email address but the same domain name in the contact email fields it rejects. May I asked what is the reason that it has to be another email domain address?
How to mark forwarded emails as read by default?
Hi, I managed to successfully forward my emails to another address. Is there a way to mark the forwarded emails as read in my Zoho inbox?
Tickets & Calendar
Hello, Is there a way to show your tickets and date / time sync with a calendar?
oauth call resulting in blank response
Hi, The following code in a server-side PHP file is not presenting 'consent' page. $data = array('scope' => "ZohoBooks.fullaccess.all", 'client_id' => $CLIENTID, 'client_secret' => $CLIENT_SECRET, 'state' => "testing", 'response_type' => "code", 'redirect_uri'
Final reminder about removing organizationName key
Dear Zoho Desk users, This is the final reminder about permanently removing the organizationName key and stop supporting it in our APIs. About a month ago, we announced that the responses to the Get organization and List organizations APIs and the input payload for the Create/Update organization APIs would not include the organizationName key. The key will be replaced with the portalName key in these cases. The organizationName key has been deprecated already, and it will be removed entirely on
Expense vs Bills - GST Filing
Hello there, I'm a Wedding Photographer from India. I'm a GST registered Sole proprietor. I have a situation like, I hire one or two Photographers or videographers to cover an event. At the end of the day I've to pay them for their service. Unfortunately
Verifcation failed due to host not found
Hello, I tried with the 3 ways of domain validation and all failed. I have another domains with zoho and all works great. This is the html to my validation : https://www.solvesia.id/zohoverify/verifyforzoho.html And I got verification failed due to host not found regards
Nice to have a Button to forward invoice from customer portal to someone else
In our business we deal with realtors and with their clients often. We display the invoice URL for the realtor on their dashboard. Often, they open the URL and are taken to the URL where they can pay. It would be great it there was a button labeled "Email"
How to make add-on appear?
I created a test product and an add on but when I check the link, there's no option for adding add-on, or changing the quantity. Hoe can I achieve this? I also tried integrating it with my WordPress site and the package only shows as is. There's no option for add-on.
Managing email for clients that run multiple businesses
Hello, I am a web developer who manages email for multiple clients, and some of those clients run multiple separate businesses. I have two general questions: 1. If my client wants me to manage their email accounts on their behalf, is it compulsory for me to have a paid account in addition to the actual email accounts used by my client? What I mean is that as an administrator I don't require a Zoho-hosted email address or inbox for the admin account. I just need to be able to login and create /manage
Unable to import my employees' leave balances
Hello, For several weeks I have been trying to import our employees' holiday balances. And my files are systematically in error. It is indicated that the type of leave does not exist. Can you help me?
Can't make PicSnippet work
Hi, a) I'm using PicSnippets.com to generate a variable image to make e-mails more personal but I can't make it work with Zoho Campaigns. I insert the HTML in the code but no variation is made in the image. b) Where can I find a tags list for making text variable when sending e-mail? I need help ASAP. Thank you.
Comunidad en español
Esta es una invitación a que desarrollemos está comunidad en español. Anímate a compartir tus experiencias, realizar preguntas o exponer tus ideas.
One page of sheet won't load
Hello, I have a Zoho Sheets file with two spreadsheet pages. The first page works fine, but starting about 2 weeks ago, the second sheet won't load. I can click on it but it just says "loading" and doesn't open. It is only about 200 lines, not a large file at all. Can you help? Regards, Ellen Robare
MX and SPF records set on Cloudflare but not receiving mail
Dear Concern, I have added dodeus.com domain in Cloudflare and I have added MX and SPF records almost 2 weeks ago. But still now I am facing mail receive issue, please see below screenshots and advise me. Records Add Screenshot: https://prnt.sc/q8ow0w Records missing showing in Zoho: https://prnt.sc/q8ow9q Thanks.
Task Comment Replies
There is the ability to respond to comments within posts and such, but not so within tasks. This causes a problem when multiple people are commenting on a task, or several comments have been made before someone is able to respond, which then makes it difficult to know what they're responding to.
Questions for Zoho About Corporate Cards
We have Amex small business cards. I found Expensify was one of the few expense apps able to allow us to download each card separately. All the other expense apps would download the cards together into one account, when using the main card on the account. 1. Do you know if using Direct Feeds will also give us separate downloads for card including the main card? 2. Does your "direct feed for corporate cards" feature cover Amex small business cards? Or only the corporate cards larger corporations usually
Can't see Script Builder in Page Builder
Hi, When I create or edit a page in Zoho Creator, I can't see the script builder, or any way to get to the script builder. I think it is stuck in Free Flow mode, or I'm just blind!.
IMAP no longer allowed on free accounts
YOUR DISPICABLE!!! why would you remove this facility from your free service, most of your customers rely on this nad you WILL lose custom. I am moving from you and your S H I T T Y rules. Absolutely crap! how is anyone using your HOSTED email supposed to send mail from websites now you idiots!!!
How to send weekly email... ideas.
Looking for thoughts on which direction I should head with this. I would like to send an email every Monday morning to potentials that meet certain criteria. What is the best way to achieve this? Write a custom function? Is there something already set up that will do this? Thanks.
Get Timesheet Logsfor AllProjects and All dates
Hi Team, Currently i am able to get the log of a single project for a given month using below browser call. https://projectsapi.zoho.com/restapi/portal/[Portalid]/projects/[projectid]/logs/?authtoken=[auttoken]&users_list=all&view_type=month&date=12-12-2016&bill_status=All&component_type=task But I need to export the time sheet logs for all projects up to current date with a single request using your api. Kindly let me know the id for Allprojects and the way to specify the date range Thanks
Does anyone use Zoho CRM for Real Estate?
We are looking for some type of template to use Zoho as a real estate agent. Does anyone know where we can find this?
Zoho CRM for Real Estate??
I have been using Zoho to track my buyer leads for real estate and have customized many of the functions. What I would ideally like to do is to input all our properties (which we can do using the existing products tab) and be able to match products (ie properties) with leads. For example a lead looking for a property in a certain areas between price a and price b would come up as a match. Conversely, if we add a new property it will match with buyers who match the property type and price range etc.
Professional use of Zoho for Real Estate
In a search for a CRM system for real estate I do not see much activity or proof of use for Real Esate applications or add-ons for Zoho CRM. I am new at Zoho, but use several ERP and CRM systems for several different activities (brokerage, property management
Hourly Ratelimited. Captcha not verified
Hi there, I am sending emails through SMTP, but some of my emails have this failure Reason. Can you please let me know how to get past this? Regards, Simon
Zoho CRM - Change Date Format in Template
Good Day, In Zoho CRM.Our Quote Module has a "Date" field. We use the Quote Module to generate a Quote Template which displays this date field. By default the date is displayed in American format MM/DD/YYYY We quote customers all around the world and to avoid confusion we'd like to use YYYY/MM/DD How can we have our template display date in this format? Thanks in advance.
Date field based on 2 other fields
I have two fields: Travel Date (date field) Number of Nights (number field) I want to create a third field that auto-calculates another date, 'Travel Date' + 'Number of Nights' = 'New Date' Please can somebody tell me how to do this?
Related list name customization disabled for "Member Accounts"
Does anyone know why the edit button next to the related list name for Member Accounts (associated to the standard lookup field Parent Account) on the accounts module quick view is disabled? I can edit the names of most related lists but this one, along with the activities related lists names, is impossible change. I wouldn't like to use a new custom field to replicate what the Parent Account field does just to be able to put the related list name that I like. Any specific reason for this limitation.
Forumula Field only updates after editing record
I've created a custom field that compares today's date versus a user entered date. The result does not update or show correctly in reports or the views. What's the benefit of having a custom field / formula if you have to edit the record every time to get it updated? Ceil(Datecomp(${Products.Project End Date},Newdate(Year(Now()),Month(Now()),Dayofmonth(Now()),01,01,'AM'))/60/24)
Z CRM - Create Pool of Unassigned Prospects that is viewable by all SalesReps authorized
Dear Community: How can we create a "pool" of "dead accounts" (accounts that are dormant to us), or potential new accounts that are visible by all my 6 SalesReps? Currently, each SalesRep has privacy on their Leads such that no one else on the Sales Rep authority level can see each others Accounts or Leads. Only the Admin, SuperAdmins can see all of the Leads; however, we want to create a "Pool" of prospects that could be added to our database such that any of the 6 Sales Reps could inspect that
Can a migration (especially from backup file) overwrite existing data on the CRM?
Can a migration (especially from backup file) overwrite existing data on the CRM? If backup data that contains record maps gets uploaded to the CRM that has existing data with those same records, will it over write the data or create back ups? Some follow up questions: If it overwrites the data and I undo the import of the migration, does it delete the records (and the data previously held there) or does it restore them to their original form?
User Access by Territory
We have a B2C business that operates multiple activity courses that are defined in our CRM as territories. We have new staff joining us who we'd like to only be able to access their activity clients, but not see the rest of the database. How do we set this up in the role/profile? In addition to this, a client may have done more than 1 activity and so may be allocated to multiple territories. In that instance, we'd like the user to be able to see all contact details events/mail/notes etc.
Changing font sizes in module pages to reduce page size and scrolling
Is there a way to reduce the font size on module pages in order to reduce the size of the page and reduce scrolling? Also with the same reasoning in mind, is there any plans to allow 3 columns in the module pages for the same reason? Regards Andrew
Restricting User Login Access Based On Location
Is there a way to accomplish this? Possibly only allow based off of an IP range? We are attempting to restrict user access from home but I am unsure if Zoho has this capability.
How do I create a landing squeeze page for CRM / marketing hub?
I'd like to create a PPC landing squeeze page to download our factsheets. The visitor arrives at the page, they enter their name & email address, and there's a checkbox to opt in to our news letter. When they hit submit, I want them to be emailed the factsheet instantly They'll be added to CRM regard if they opt in to the newsletter or not. If they do opt in to the newsletter, I'd like them to be in CRM & a mailing list in Marketing Hub. Please can someone advise on how to do this? I'm more than
Increase your learner's content retention with handouts in ShowTime
In the field of teaching and training, it's important to make sure your learners are adequately equipped for their tasks, such as having the necessary prior knowledge, and motivation to follow the lesson. Smart use of supplementary handouts can compensate for lack of preparedness without spoon-feeding. Useful handouts often provide an outline of the lecture to help learners follow it more easily and allow them to concentrate on listening and processing the information. These offline materials can offer
office 365 login
The following is commendable and resolves the queries regarding technical and non technical. However,I have another query regarding office 365.When I am going ahead and I am trying to access Office 365, it is displaying out an error "office 365 locked".On the other hand I don't have a recovery email.I have followed all office 365 login the steps and guidelines .Guide us if I have missed ou in anything.
Can we add a photo to non user?
It seems like I cannot find Brow button to update the photo to non user. Anyone can help? Thanks
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