How to obtain link instead of sending mail to client
Hello again, my newest inquiry is regarding the email that is sent to the client to get them to sign. Is there a way for me to obtain the link that is sent in that email, so that the client never receives an email from zoho and i can instead send an email
Campaigns in Email Signature
Hello, We are using email signature management solution to use the email channel in order to communicate around our events, content, webinars etc. More than that, it's also a solution for use to "control" our salesrep signature and have a consistent visual. Today, it's really hard to manage that in Zoho, as admins. It would be very cool that you integrate with solutions like Xink or provide lookalike features so we can centrally manage signatures that go with email sent from the CRM by CRM users.
Zoho Mail - Attach from Workdrive
Hello, When is the "Attach from Workdrive" feature coming to Zoho Mail? As it stands now, the Workdrive / Zoho Mail feature is pretty useless, as you need to rely on links rather than being able to attach the document. We prefer not to share these links externally, but very much need to "Attach to E-mail" feature because we're trying to use Workdrive a central repository of information for our organization. Thanks in advance.
Do Buttons Added to a Report Not Show in the Mobile App views?
Greetings, I'm trying to add a link in a report detail view that takes the user to another form/page. I tried using the Add Button field to create a custom action to redirect the user to the desired form/page via the OpenURL function, but the button is only appearing in the Web views. It does not show in the mobile app views (phone or tablet). Does anyone know if it's possible to add a button to a report view for the mobile views? As an alternative I tried adding an admin only URL field to form
Labels for Workflows
Could we please get the option to label workflows - I have some that contain 5-10 different functions and I have to go into the codes to work out which is which
Problem with posting a comment in a community forum
I'm getting an error to say 'Unable to process your request' when trying to reply to a forum post. Why would this be? Thanks Jane
Zoho SaleIQ not working with NuxtJS
Hi here, I tried adding Zoho Sale IQ snippet to my nuxtJS website but I keep getting the below error widget:1 Uncaught ReferenceError: $zoho is not defined at widget:1
Best way to create sales
One of the greatest ways to create goos sales it´s the beggining- Visualize uore sales scenario. How many new prospects will I create today?, ¿how many closes will I have in the following 7 days?, ¿how do I will support them?. Imagine, do and feel themn create.
Related To in Call Activity for Leads
I am doing Telemarketing Campaigns to Leads, as most businesses do, but when creating an Activity for a Call or creating a Task Zoho CRM does not allow you to choose what the Activity is Related to, you have to be working with Contacts for this functionality to work. Why is this functionality not available for Leads?
Emails not being delivered to hotmail accounts from from Zoho emails acc.
Hi Would you kindly advise on this please. Emails from my Zoho email addresses are not being delivered to Hotmail. I would appreciate your help
Move from Analytics Plus to Zoho Analytics
Hello, We have a license of Analytics plus with a lot of custom graphics and data imported from our ERP. Is there any easy way to migrate the information to Zoho Analytics? we don't want to create everything from scratch. Also, what is the IP range that we have to give permission so Zoho Analytics can see our database? Regards
Social share: share main domain from different page?
I have a signup form which lands user on a "thank you" page, where I also encourage the user to share the main signup with others. However, the social share buttons link to the "thank you" page! Is there a way to target the main page with the social shares, even though the share buttons are on a sub-page?
Zoho campaigns is adding tons of CSS automatically when saving an email
Zoho campaigns is adding TONS of CSS automatically when saving an email. This is making my emails to long to even test. What is all this code for please?
Invalid value passed for JSONString, PostMan Curl Post API, Zoho Books
I have read multiple topics available but none seem to give a final solution. I am trying to send a Post Call using Postman to Zoho Books to create a new item. I get an error: { "code": 4, "message": "Invalid value passed for JSONString" } The Post is https://books.zoho.com/api/v3/items?organization_id=65871976 The Header has Content-Type = application/x-www-form-urlencoded;charset=UTF-8 In the body I chose the option RAW and type as Json Previously I have been able to successfully get the Access
Books API Update an Recurring Invoice -> Error 11
Hello, i have several Recurring Invoices in my Zoho Books. Now i must update them via The Zoho Creator. The Update work over an selvemade PHP CURL Script that is explained here. The Auth Token and Org ID are correct, but if i make a PUT over Postman (because my script give an Error) i become the (same) error: { "code": 11, "message": "The parameter JSONString is mandatory." } But the Body field is filled with the Correct Required Data from Here: https://www.zoho.com/books/api/v3/#Recurring-Invoices_Update_Recurring_Invoice
Add option to update blog publish date
This is useful for blog posts where the content gets updated in the future with relevant information after the initial publishing date. For example, I'm writing a blog on Zoho Books about the feature and plans. https://www.mladen-svraka.hr/blogs/post/Zoho-Books-The-Complete-Breakdown-of-Features-and-Plans If any new features get released or if any changes to the plans will be made I will need to update the blog post and would also like to be able to update the blog publish date. This in an important
Can I create custom fields via API?
Can I create custom fields via API?
Recent enhancements in Zoho CRM
Hello everyone, We recently released a few enhancements in these features: Validation rules, Calendar booking, SalesSignals, and Scoring Rules. This post will give you a brief description of the updates. Creating a validation rule using functions Until now you were able to create validation rule using criteria. Now, you can use functions to validate any value that is not stored in the CRM database. For example, account numbers, SSN details, registration numbers, etc. need not necessarily be stored
Workflow - timelogs or timesheet unsubmitted
Hi, Is there a way to create a workflow, sending an email to an employee who have timelogs unsubmitted for the previous week. Another one would be if he did not send his timesheet for approval.
Add event to my iPhone calendar
Hi, We're receiving emails containing an .ics file with detail's event, I can see the event in the apps but nothing more. What I would like to to is being able to add it to the calendar of my iPhone. What am I missing ?
How Zoho protects you from breached passwords?
Cyber attacks, password breaches, and hacked online accounts have been recurring news for quite some time now. In the last decade alone, dozens of companies ranging from social media giants like Facebook and LinkedIn to software tycoons like Adobe became major victims of cyber attacks. Zoho is constantly monitoring these security-related incidents closely and have added an extra layer of security to protect your data. One such feature is the Breached Passwords Check. What are breached passwords?
Deduplicate must be a Profile feature by module like View, Create, Edit, Delete
The Deduplication is available for highest hierarchy users or Administrators? Usually these users are the Owners who will never be Deduplicating. Usually lowest hierarchy users are running this task regularly. "Deduplicate" must be a Profile feature by module like View, Create, Edit, Delete.
Clocking in and out on app
Good morning Can you please advise if there is way to allow clocking in and out on the projects app? I can only see an option to log time in hours whereas on the desktop version you can start and stop a timer on a task. We are very interested in having our engineers use this to manage jobs more efficiently. Many thanks in advance Kate
Please add a signature field in modules (particularly deals module)
Hello I would like to suggest the idea (suggested before) of having a signature field in the modules (deals module especailly!) It would be very helpful for small businesses or shops where a simple customer agreement is being made. Essentially, this would allow zoho CRM to be used as a point of sale service for any service type industry where a simple agreement is made. (Gyms, Spas, Beauty Salons, Car Shops, Membership type places etc). Make it so it is only valid for the enterprise edition as well.
Zoho People: Stop Task reminders being sent when the task has been completed earlier then scheduled
Hello, we would like Zoho People Tasks reminders to stop sending reminder alerts if the user has completed the task ahead of schedule. At the moment, the task reminders are sent even though the task is completed. Thank you!
Sent Emails Still Showing as Sending
Good Morning All Hopefuly this will be a quick resolve. I am using ZOHOMAIL through google chrome, up until a few days ago, all was fine, unfortunately now, when sending emails, the new email just stays there saying it is sending when it has already gone. So in short, the sent emails are not closing down after sending. I have checked with recipients that they have actually received the email and all is good from that end and they are also apearing in the sent folder checked as being sent but the
Zoho CRM API Refresh Token expires_in is not OAuth2 compliant?
When following the OAuth authentication documentation for Zoho CRM (here), I find that when calling the API to obtain a refresh token, the expires_in field returns the expiry time in milliseconds, not seconds as given in the OAuth2 specification. This is not an issue if manually or programatically handling tokens without a library, but when using an OAuth2 compliant client library, the expiry is calculated incorrectly due to the specific expires_in field not being in seconds. This can result in
Zoho Campaign worfkow : creating an excel file instead of sending an email
Hello Please read : workflow in the title not worfkow ! I need to create email sequences (workflow), each email is under conditions but I need to create one action in the email sequence (rank 3 for instead) that is not an email but an excel file that would be used to send a print letter (personalised). Is it possible ? if yes how ? is that excel list coud be sent by mail to the person in charge of printing this postal mail ? thanks !
Can you add merge info into CRM tasks in MH?
Hi there, Just using the journey within MH and using CRM tasks for the first time. Doesn't seem to be a way of adding the lead information that flows through MH into the task. Am I missing something? Otherwise I'm just creating a task wherein I won't have a clue what its about 2 days from now.... Thanks a lot, Kyle
Another failed DMARC, DKIM, and SPF
Hi again, I'm receiving a bunch of DMARC checks failing from Google and now Mail.ru. Could you help me out? Last dealing was: https://help.zoho.com/portal/community/topic/dkim-keep-failing#2266000010250115.
Linkedin Integration?
Possible to scrub candidates from linked through their profile and add to data fields? I am relatively new to zoho, it may already exist but I have only seen the job integration
Field updated by Custom Function not triggering workflow
Hi Team - I have a field that is updated by a custom function. I have a workflow rule that runs a custom function whenever that field is updated. Unfortunately, that workflow rule is not triggering. I even changed the workflow to Edit and run this rule whenever the record is edited but it is not triggering. It is not in the timeline. The scenario is: when Deals stage is Invoiced in our blueprint, a custom function will fire off and update Last Order Date in Accounts. We need the Accounts record updated
Counting the completed tasks for a contact
Hi Community. We use tasks to track our emails, calls and voice messages. We are putting together a prospecting process that is based on a 90 day cycle of 8 outreaches. After the 90 days we take 60 days off and start the 90 day cycle again. Currently i need to look through all the activities for the contact, eliminate the completed tasks older than 90 days and add up the recent activity. Is there is a easier more automated way to do this? I know that i can run a report but I would like to
How to associate multiple products to a potential/deal each with their unique price
Hi Zoho community, We sell SASS and offer several options on monthly subscriptions. We would like to do the following - show in one potential several products that the customer is interested in/purchasing (ie software sub, tech support, add-ons) -be able to enter a price unique to that potential for each product to reflect individual discounts -be able to report per product on things such as # sold / time frame, average cost for our sales and retention metrics Has anyone done this before with either
BCC Dropbox - Doesn't add emails to existing contacts or leads
Good morning, We are facing a bit of an issue, where BCC Dropbox doesn't associate emails to exisitng contacts or leads. Instead it automatically creates a new lead / contact depending on the user's setting and associates the emails with the new entry. Has anyone else got the same issue? I have checked the BCC Dropbox setting for the users concerned, and it should search for an existing contact or lead, but doesn't seem to do it at all. Thank you in advance, Anne
Company Policy update notification
Hello Can we have an option for sending updated leave policy to all the employees via e-mail. I dont want to put the e-mail addresses manually. I had an look on mail merge template but couldn't find an option for mass e-mail receipents and couldnt either put policy document. Regards, Reshma
Emails are being sent to spam folder
I recently sent a test campaign with the subject "How esports can come to your campus - Webinar" and it ended up in the recipients spam folder. Is there something I need to be doing differently to get them out of the spam folder?
Zoho Desk Debug
When we get an error message in zoho desk , it shows the error text but we dont know what's the line number, can you please add that feature? That will make our debugging easier. Thanks
BBC on mails templates
Hi, We want to use the mail templates in case of an incident. The purpose is to easily send a notification to our customers. But we got an issue, is there a way to put the mails in BCC option, so they can't see the other recipients of the mail ? Thanks
Lead tab - Locate Map feature
Locate Map feature on the leads tab is not functioning correctly. I entered test data into the leads tab and used the Locate Map feature. Google map returns the CITY for the address - but does not provide detailed information (street level detail). I converted this Lead into a contact and tried the Locate Map function - address location returned by google maps is correct.
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