Wrong name displaying in 'sender'
My emails are sending with first name only in the 'from' field - updating my full name and nickname under settings aren't making a difference. Can someone tell me where/ how to update it so my contacts see my first and last name when I email them?
how to copy data from one field to another ?
With my data base at Zoho, how is it possible to copy data from one field into another ? Thank you
5 ways to improve your holiday fundraising with online forms
Hello fellow form builders, This is part four of our five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season. Asking for money isn't easy, yet it's a crucial step for any fundraising group or organization. During this holiday season, make collecting donations fun and more effective with our list of the top five ways to improve your overall fundraising process. Let's dive in. 1. Create
Recurring Tasks
I really need to set up a system for tracking business tasks, my staff and I were doing really well with the Connect program. The only issue I had was I could not set a task to repeat. It became enough of an issue that I had to go back to Projects, but Projects isn't quite what I need. Someone told me a while back that they were planning to add this feature, but they didn't know when it would be available. Do you have any idea when I will be able to set recurring tasks using Connect? Please give
Conta de email bloqueada
Olá Bom dia, Minha conta de email, alexandre@koalabooks.com.br esta bloqueada e não sei o motivo nem estou conseguindo fazer o desbloqueio pelo painel de controle, utilizo o serviço a nos e nunca tive problema semelhante. Por favor podem desbloquear meu email, Desde já obrigado Alexandre Silvestre
Manage your sales queue efficiently with the Lead Queue extension for Zoho CRM
Time management is essential for salespeople in any organization. Faster conversion of leads into customers will pave the way for more sales and therefore more revenue. Tracking how much time each operation takes in conversion and translating these results
No API for Zoho Meeting
How is it possible that Zoho Meeting has no available API? I see posts from over a year ago where the previous Meeting API was discontinued with promises that the new version would be released, but clearly that hasn't happened. I'm ready to write a custom function in Zoho CRM to allow scheduling of online meetings but have been told that's not possible with Zoho Meeting. I use this with other products like Zoho Campaigns, why would Meeting be unique in not providing users an API? It seems like a
self client generated code duration
The code I have created from the self client is canceled after a while and I have to generate the acces token again. What do I have to do to make this code constantly active?
Add option to Block IP address range
At the moment you can only block individual IP addresses. Spammers can come from multiple IP addresses which are assigned dynamically by their internet provider. It would be easier and faster to limit them by being able to block an IP address range than entering individual addresses. Best regards, Mladen Svraka Zoho Consultant and Authorized Partner www.mladen-svraka.hr
How long until I can reasonably expect a response from customer services??
Is support@zoho.com an oxymoron? How long is reasonable for customers to wait for response - can you give me an indicative time wait for help? ---------- 2 EMAILS sent:- As a new customer I wonder if you can tell me what timeline I can expect for the query below to be answered by the support function. At the moment I am stuck with being unable to use the service I've paid for until its connected to my domain. ----- Hi I am having some issues connecting my EMAILs for xxxxx.com to my Website The
Add Custom Button with Call activity to Leads view
Hi! We use Zoho One. I want to optimize time spend per sales rep when registring an activity on a lead. Today the process for a call (no phone system integrated with Zoho), that the sales rep opens the leads and clicks on +call. I want to make a custom button with the same action (opening the window) direct in the leads view page. How do I do this? The idea is, that the same popup comes and you fill it out directly and save one pageload to the specific lead and scroll/click to the activity section.
office-integrator save_url not working
We have integrated the office-writer Create Document API. In the callback settings param, provided the save_url value, which a post mutlipart/formdata service Create-document API request body(form-data) document_defaults:{"font_size":"12","font_name":"Roboto","orientation":"portrait","paper_size":"A4","track_changes":"disabled"} editor_settings:{"unit":"in","language":"en","view":"pageview"} permissions:{"document.export":true,"document.print":true,"document.edit":true,"review.changes.resolve":false,"review.comment":true,"collab.chat":true
Zoho - A service that will cost you business! (What the hell is wrong with Zoho customer care)
This is hopefully the only way to make you people fix a problem, hence the subject line. Upon your customer care's advice I deactivated all the employees in my organization for plan changes and we are since awaiting further instructions from your customer care. Its been almost 8 hours since our office is on complete shutdown due to Zoho and there is no fix from Zoho. Abruptly for absolutely no reason provided I was transferred to the customer service in China who seem to be working for a different
Permanently Removing the organizationName Key
If you are someone who extensively uses Zoho Desk APIs, you would have already known that the organizationName key has been deprecated. We have mentioned this piece of information in the documentation of our organization-related APIs. This is to let you know that we will be removing this key permanently and stop supporting it in our APIs. Going forward, the responses to the Get organization and List organizations APIs and the input payload for the Create/Update organization APIs will not include
Is it possible filtering of candidate of products on Invoice?
Hi, If someone knows about this, please help me. When editing invoice, able to add products at "Product Detail" section with "Add Line Items". At this point, there are list of products are listed, and also able to search. When this list is displayed, is it possible filtering? For example, only products are listed if "Product Active" have been checked. If possible, please tell me how can I set the filter. Or any other workaround to realize filtering, please let me know. Thanks in advance, Kunio
Unable to receive emails
we are unable to recieve emails pls check urgently
Process a customer refund (Credit Note) in the updated Zoho Books?
I recently switched to your updated version, but could not find how to process a customer refund. This used to be done under credit notes. Did you drop this function in the new version?
One Launcher - The application superhighway
As businesses start using more and more applications, it gets harder for employees to track, adopt, and use them all. According to a recent survey by Pegasystems, an average employee switches applications over 1,100 times a day, toggling between as many as 35 applications. That means 35 different bookmarks, tabs, websites, and sign-in pages. This is a relevant concern for Zoho One users, as you're already just a few clicks away from activating an enterprise-ready solution for any requirement. In
Filtering options need improved - need AND / OR / IS / IS NOT style 'boolean' options eg tag IS xyz AND NOT abc
Currently filter options are very limited / basic and it makes it extremely difficult to filter to display the target group of people (leads/contacts) Example (tags): I need to be able to search for leads who contain; tags x OR y OR z....but NOT tags,
Calender Bookings
Hi Guys, you have a very cool feature in your ZOHO CRM Calender: Bookings But this feature is very hide. I think many users didnt know that this feature is available :-( We use at this moment calendly, but your feature is much better, because you have the direct connection to ZOHO CRM and ZOHO Meeting! Here my Feedback: 1. If a prospect schedule a meeting about this link, he receive a email and a calender invite BUT in the calender invite isnt the meeting Link. The meeting link is only in the invite
ZOHO PHP SDK - SearchByCriteria();
Tengo un problema al usar el método SearchByCriteria(); Estoy intentando obtener un posible cliente, su nombre contiene acentos y una letra eñe pero no me devuelve nada, ya intente con codificación URL y UTF-8 pero no funciona. SearchRecordsByCriteria("Contacts","((First_Name:equals:Pedro) AND (Last_Name:equals:Zúñiga))");
Territory Management, automatic assignment B2C
Hello! We are a B2C business undergoing a restructure of our database where we will restrict user access to contact records based on territory. We offer 3 activity streams, where clients booking info is added to the CRM via API from Checkfront. When they place a booking, it creates a contact for them, and adds a deal to their record with the appropriate info. We want some sort of automatic rule/workflow in place so that when a contact record is created by the API, the appropriate territory is assigned
Can send email, but can not receive.
I can send email from my Zoho Mail to my personal iCloud mail and see the full message, but when I reply, I do not receive to the reply on my Zoho Mail account. SPF and MX records are done and verified. What should I do? Help!
API for records expects wrong type for territories field
Hi, When I try to update a record with an array as the value for the territories field I get an "invalid data" response saying that the Territories field should be of type "text". This is a sample of the request data I'm sending: { "data": [ { "First_Name": "John", "Territories": ["New York", "National"] } ] } This is the response: { "data": [ { "code": "INVALID_DATA", "details": { "expected_data_type": "text",
Assigning weights in Performance Management
Hello, We have assigned weights against each KPI in the Performance tab. We are facing issues with validating the weights. For example, the product doesn't check if all the weights add up to a 100. (Since the weights are percentage fields, it should be able to.) Secondly, we are not able to limit the range of the weights for each individual KPI. We were hoping to assign weights in the 10-30% range only. If the community has been able to find a workaround these issues, please let us know. Any help
black listed
I'm having problems getting my account configured and setup and i found that it is being blacklisted: https://mxtoolbox.com/SuperTool.aspx?action=blacklist%3a136.143.188.14&run=toolpage# my issue is that messages that should be received are being blocked/undeliverable
明日14日の無料セミナー（Zoho CRM管理者向け）ですが、キャンセルが出たので多少余席がございます。（データサービス）
こちらでご案内しておりました、明日開催のZoho CRM管理者向けセミナー「【管理者ユーザー必見！】もっと早く知っていれば…。効果があったZohoCRM自動化設定厳選３選！」ですが、 キャンセルが出たため、お席がございます。 セミナー詳細 -------- 日時： 2019年11月14日（木）15:30～（受付15:15～） 場所：株式会社データサービス 本社 大会議室 住所：東京都新宿区西新宿3-20-2 東京オペラシティタワー39階 アクセス：京王新線初台駅 直結 ◆プログラム内容◆ 15:30-17:00 セミナー「もっと早く知っていれば…。効果があったZohoCRM自動化設定厳選３選！ ～かんたん設定で業務をスリム化～」 17:00-17:15 質疑・応答 17:15- 個別相談会（希望者） セミナーお申し込み
Private Comments on New Ticket
I feel like there has to be a way to do this that I am missing. When I have my phone agents create a new ticket from a phone call, I want them to be able to add their notes through a Private Comment, and have it added to the conversation thread like a private comment. When I use the Description field, it includes that information into the thread that is sent to the customer, and sometimes these notes should not be customer facing. We've been using a new field called "Internal Description" as a workaround
Bar with line sort on Y-value descesding and line as a % sum of running total (Pareto)
When i go from bar chart to Combo chart i cant sort on Y-value descesding, but only on x axis. Is there a way to change this? Also i add the line as a sum running total - but can i do this as a running total % ?
Error Query
I need to calculate aggregate columns but not add them are independent calculations but whitin the same colum (sum(if(CTA IN ( 5405 , 5408 , 5409 , 5495 , 5496 ), debe01, 0)) + sum(if(CTA IN ( 5405 , 5408 , 5409 , 5495 , 5496 ), haber01, 0)) + (sum(if(cia_id = 66 AND (CTA IN ( 5410 , 5412 )) AND (SCTA = 10), debe01, 0))) + (sum(if(cia_id = 66 AND (CTA IN ( 5410 , 5412 )) AND (SCTA = 10), haber01, 0)))) (sum(if(CTA IN ( 5405 , 5408 , 5409 , 5495 , 5496
SPF Setup AWS and Netlify
Hi, I have my domain registered at AWS and my name servers pointing to Netlify. DKIM works but SPF is not recognized. I used v=spf1 include:zoho.eu ~all and try zoho.com atm. My domain is devfox.io
Use a user's previously entered information to do calculations on current form
Hi! My premise is that a user will access the app, enter data in a form for example: amount of bananas: 1 banana. Next day they go in and enter the same form, while other users also update their own form data, stating the banana amount for that day. I would like to add logic so that if the bananas are a different amount from the previous day, it adds a question: "why are there less bananas today?" so that the user can say what happened to the banana.. So basically it's stock taking. How can I retrieve
Promo codes - cloning
It would be nice if Promo codes could be cloned when you clone the event or be universal with a button to turn them on or off for a specific event.
Keep getting Delivery Failed
every so often i get the below. i do not understand why after several months zoho is still trying to deliver the email still. can you look into my account and see why it's still trying to deliver that and fix it? thanks Reporting-MTA: dns; mx.zohomail.eu Arrival-Date: Mon, 11 Nov 2019 17:28:43 +0000 Original-Recipient: rfc822; anticorporatedemocrat@zoho.eu Final-Recipient: rfc822; democraticsocialist@zoho.com Status: 550 Action: failed Last-Attempt-Date: 11 Nov 2019 17:28:54 GMT Diagnostic-Code:
Currency Conversion in Potential
I have an issue with the currency conversion rate. In the Potential it is converting USD to GBP different to what is set in the system. For example, the potential is converting at 1.3, yet the sales order is converting at 1.32 which is what is set in the system. This is causing issues for reporting. Can anyone help? Thanks
Identify Sanbox in Webhooks
Hi everybody ! I use the Sanbox environment and Webhooks. I want to identify if webhooks are called from Sanbox or not. The User-Agent is always "crm.zoho.eu" even on the Sandbox. Is there a parameter like ${SANBOX} or something else that would do that? Thanks !
Upgrade Plan
Hello, I have a question, if i do upgrade on my plan of zoho mail, will i lose my previusly create free accounts?
From Adress is displaying on behalf information
Hello, I have a problem to set "from" address for e-mails sent form zoho desk - it always showing "on behalf" information like: support=mydomain@eu-service.mailer.zohosupport.com; on behalf; Helpdesk IT <helpdesk@mydomain> What I did: -set "from" adres using my own SMTP server and verified e-mail adres (heldpesk@mydomain) -enabled the address -assigned the address to appropriate department -changed "from adres" on templates and enabled them Still all communication (including automatic reply) is
File an issue in JIRA fails with 'Something went awry in the issue's property fields'
Hi We are in the process of migrating to Zoho from another solution provider. The issue we have is with the Jira integration. Whilst we are able to connect we keep getting the error: Something went awry in the issue's property fields. We do have a couple of Jira Mandatory Fields that don't appear on the Zoho Create an Issue dialog. These are 'Original Estimate' and 'Remaining Estimate'. As such I believe these to be the root cause, however I cannot see a way of creating these fields. Regards Adrian
How can i transfer my domain from Zoho to wix
How can i transfer my domain from Zoho to wix, i just made the domain a week ago but i want to transfer it www.alefbrand.com
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