Please unblock My account
Please Unblock: david.aaron@aarondavidandassociate.com User ID : 20068102346 User just sent only 3 email and now account is blocked Super Admin : admin@aarondavidandassociate.com User ID : 20068099746
Unblock My account
Please Unblock: User ID : 20068102346 User just sent only 3 email and now account is blocked Super Admin User ID : 20068099746
Add contact scoring to Advanced Campaigns
Contact scoring feature is available in Regular Campaigns. Would be great to have the same possibility in Advanced Campaigns. Best regards, Mladen Svraka Zoho Consultant and Authorized Partner www.mladen-svraka.hr
Problemas no EMail
Não estou conseguindo acessar meu Email. O email não abre!!!
Installing Composer
Hello experts, I'm trying to install the composer so I can use the API but my problem is that my website is in a hosting and I don't have access to install the composer. How could I solve this to be able to use the API?
Contact Info Extractor Chrome plugin
Just trying out the Contact Info Extractor plugin and had a quick observation. Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company. I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see the
Adding Potentials via the API
Below is the code I'm running to add Potentials using the API. It worked prior to Dec 1st but now does not add the potential even though a successful completion code is returned. I'm thinking this has something to do with stopping support for SSL, but I'm not sure why this code would have anything to do with that. I did create a new authentication code. If I paste the URL string created from this program into the browser, a new potential is added so I know the string is correct. Here's the code:
How to add an activity and note associated with a contact-id via the Zoho CRM API ?
I checked the documentation in this link: https://www.zoho.com/crm/developer/docs/api/insert-records.html But, I am not sure what attributes/fields to pass to create an activity and note associated with a contact-id in the CRM. Could anyone help us with the API Documentation for those two: inserting Activity and inserting Note for a contact ?
How to add a ZOHO app
How to add a ZOHO app : You can add a ZOHO app with in your apps. So first of all you need to Sign in to the ZOHO One Admin Panel. After that follow below steps...
Campaign based on Account membership
We would like to create a campaign for contacts. The criteria of this campaign is any contact who's account has a 'contract expiration' within 2 years. I can't find a way to filter contacts based on criteria of the account they are associated with. This seems like a very very basic need but i can't come up with a solution. Please help!!!
Books
I am under the impression that if you are using books that if you create an invoice it should show up in the CRM when you click on a account then invoices, this is not happening... Any ideas
Show contact title in Accounts
Is the feature to show a contact job title in the accounts tab no longer available? It used to be available to do in the old version of Zoho!!
Mail outgoing is blocked
kindly please unblock my account mail outgoing is blocked. Thank you user ID 525862279
my zoho mail is not receiving mails but sending
what i have to do ?
Opening Balance Adjustments in Zoho Books
Hi, I want to adjust the opening balance of an existing vendor. Let me know the detailed options Regards, prabhu
Zoho Support GetRecords API filtering
I'm using the Zoho Support API GetRecords method to return tasks. Is there a way to filter the results on one or more specific fields to limit what data I return? Can I filter on custom fields too? Also, if I query the tasks, is there a way to get the parent request for that task? Perhaps I could get the request CASEID returned in the tasks GetRecords and the follow that with a request GetRecords with a filter on the CASEID? Of course this assumes I can filter GetRecords queries on a specific
Custom branding for your app just got simpler
At Backstage, we've always strived to help you create impeccable event experiences. Some time back, we introduced the Zoho Backstage for Attendees app for Android and iOS to improve attendee experience on the go. The app came loaded with a ton of great features including personalized agendas, discussion channels, and session participation. We also gave you the option to rebrand the attendee app and make it all about you and your organization. This time around, we've streamlined the entire process
ワークフローの不具合
おはようございます 添付のように CRMで予定の作成編集でお知らせ送信チェックボックスを作って 顧客にメールを送るシンプルなワークフロールールを作って使っています 最近以下のメッセージがメールできて調べた所、上記にワークフローでお客様にメール自動送信しているのが大量に送っているのが原因でした しかしCRMの予定が作成されたらメッセージを送るシンプルなもので特にリマインダーなどは設定していません しかも10月になってから突然暴走します しかも毎回ではありません ＺＯＨＯサポートにメールしてもワークフローチェックしろと型通りの返事しか来ません
Bulk Edit vs. Manual Correction
I am running a company and contact database. Due to the nature of my app, I need to have duplicate records. Whenever I want need to do a mass import, I need to make the parent object (in my case company and company name field) unique in order to attach those contacts to the duplicate companies that I am importing. For example: - Corporation Inc. - FIRST RECORD - _Corporation Inc. - DUPLICATE RECORD After my import, I need to remove "_" manually. In some cases there are 100s of records.
Drip Marketing
I need to be able to create a Drip marketing campaign, using the workflow to assign a series of emails that would be automatically sent out, over a period of time, once a stage is achieved, or a campaign is assigned. Example: I input a new contact which triggers 5 emails to go out as follows: 1. immediate email welcoming them to my company 2. 2 weeks later a follow up email 3. 4 weeks later a reminder email 4. 2 months later a did you forget me email 5. and finally a give me a call
Add 2 additional contacts with their own information from a new module to deals
Every single customer we have (accounts) has their own contact just as is typical within CRM. We are a shipping freight company. We truck deliver freight. The shipments (deals) are facilitated by the brokers that the broker pays us for. So the broker is our customer. The shipper and receiver are not our customers, but they are part of the deal. But we don't want a stockpile of contact data that belongs to the broker in our contacts. So, each deal record needs to have 2 additonal contact records
Insert Link button
On the compose screen, why is the Insert Link button hidden on the second row of buttons? It is one that I use often and I am sure that applies to most other users too. The default view: The expanded view: Can it please be moved to the visible row of buttons so that we do not have to click on 'More' to see it in the hidden row.
Ensuring Transparency of Agent Costs
At Zoho Desk, we believe that some data points must be accessible for all users (except light agents). One such data point is agent cost per hour. Right now, this value is presented through the agentCostPerHour key in time entry APIs. You can restrict which types of users can view or not view this value, using profile-based field permissions (Read & Write, Read Only, and Don't Show). Going forward, the Don't Show option will be disabled for this key and only the other two options will be applicable.
Engage in effective communication via 'Forums' in Zoho Projects iOS app
Hello Folks, We are excited to announce that our new updated version (v3.2.5) of Zoho Projects iOS mobile app is live. The new version of the app covers one of the most asked for features. Zoho Projects iOS app now supports the 'Forums' module. Forums, is a place where you can collaborate with project members and brainstorm new ideas. Unlike emails, you can check out the topics in a central location. In Forums, you can start conversations using the Q&A section, sticky posts and make announcements
Portal link not working
I stupidly cancelled my Zoho Creator Portal add-on, so I re-subscribed. But when I try to add a user the email link goes to a page saying my app is down for maintenance.
Automated Email Workflow based on no responses
I posted this to Zoho One community but thought I'd try my hand here to get some help for this novice user :) I’m trying to see if/how the following scenario is possible in ZCRM. We manually send an email proposal from the opportunity/deals module. We want to send series of follow up emails workflow if no response. IF we get a response (simple reply back to the email) at any point though, I'd like to automatically stop the workflow. I’m curious how others have set this up. Thanks for your insight!
Nodemailer + Zoho SMTP
Hello! I'm using nodemailer to send a mail(with zoho@mydomain.com) to my users through smtp with zoho. But I keep getting this error: { [Error: Message failed: 553 Relaying disallowed as <>] code: 'EMESSAGE', response: '553 Relaying disallowed as <>', responseCode: 553 } I've done all kind of combination of config but still not getting it right. Please, can somebody help me? Thanks you so much
Share your Zoho Desk story with us!
Tell us how you use Zoho Desk for your business and inspire others with your story. Be it a simple workflow rule that helps you navigate complex processes or a macro that saves your team a lot of time; share it here and help the community learn and grow with shared knowledge.
unable to change Nameservers settings
Hi, I have purchased domain from zoho and website from WIX but I want to publish my WIX website on ZOHO domain. I am unable to find Nameservers settings. Please help me and send me the steps. Thanks
Have Attachments Not Show Up In Emails?
Hello all, Just wanted to bring up a request to see if this is currently possible. In a measure to add extra security against phishing attacks we would like all attachments to just be available within the tickets and not be shared in the emails when the agents receive them. Is this possible? For example an email saying that they received a response with an attachment and link them to the ticket to view rather than have it in the email sent to all receiving agents.
Post, Open, Invoke URL issues on iOS and Android
I have an Epson TM-T88VI thermal POS receipt printer. It has an Android and iOS app, TM Assistant, that takes takes an XML string from an HTTP post and sends it to the printer. It works fine it I just type these commands into the web browser, Safari. But I am unable to automate the process with Deluge in Zoho Creator. I have tried postUrl, openUrl, and invokeUrl, but they all give different errors. Here is the command I type it into Safari: tmprintassistant://tmprintassistant.epson.com/print?ver=1&data-type=eposprintxml&data=<epos-print><text>HelloWorld</text><feed/><feed/><feed/><cut/></epos-print>
Where are notes stored?
Where are notes stored? It sounds as if they're stored on Zoho's servers, then synced through iCloud. Is there a way to automatically save a backup copy on iCloud itself? Leigh
Instagram
I have all social channels connected including Instagram but it is not posting to Instagram when i schedule a post. Help? corppromo2019@zoho.com
enhanced functionality
I think zoho is doing great work on bringing zoho commerce to the masses. But I'm concerned that features like warehouses, drop shipping per item (via location) and many other things specific to my business will never make it into the product. Is there a way that Zoho can open up Zoho Commerce so that other developers can write specific added functionality?
Invoke URL - does it exist?
@Support: I have come across this: https://www.zoho.com/creator/newhelp/script/deluge-invoke-url.html in the help documentation, however when I try to use it I get an error. Thanks, Damien bcCloudTech
Desktop Shortcut.
Is it possible to have a desktop shortcut which will take me straight into my Zoho account please?
Can't find pivot chart option
Hi, where in the options can I create a pivot chart from an existing pivot table? I've searched the documentation but seems that the info is from an older version. Thanks
SPAM detected
Every email sent from my zoho address are detected as spam. If I sent the same email to my own email address, it is ok ! Can someone have an answer ? Thanks. Fabrice
Custom pick list for web form maintain my "default value." I cannot get rid of or rename "none" value.
Hello, I'm creating a webform for a Mexican (Spanish) landing page. I was able to create the custom pick list. However, I have two problems. 1. I need my default value to be "Elige tu ubicación" which I did set as default in the system. I noticed when I go to the web form itself, it automatically appears as a field but "none" is the default value. If I delete the field and then drag it back in, "Elige tu ubicación" is now the default. If I save the form, "none" is the default value again. This
Zoho app in Shopify
Hi, I'm trying to install the Zoho app into my Shopify store, but Zoho said that the version is not supported. is there another way to integrate both services? Best regards.
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