Kanban Report view after applying filter
Is There any option to hide columns that are empty after filtering their data ? After applying filters there is a lot of empty columns between columns with data that i need and it is hard to find anything with 20+ columns
Please Label Tab Groups
Zoho CRM gives the ability to create tab groups, however there is no indication for a user what tab group is actually selected. Therefore the user may need to select the 3 dots before they even realize the view they are in does not have the module they want to get to. Or they have to select the hamburger icon to confirm which tab group is selected. Please consider adding a title that makes it instantly obvious to the user what tab group is selected. Please see this Salesforce screen as an example,
coaching management systems
I was wondering if anyone is a coaching company or has implemented a coaching management system? Does zoho have a solution for this in-house or integrations with vendors that offer this solution? I am looking to providing a portal to clients (and coaches) with videos, homework, etc. I see Kajabi and others are out there, but wondering if something exists within Zoho or other experiences
MailChimp Extension for Zoho CRM- Webinar
In general business operations, marketing is followed by sales. Under such circumstances, when your marketing and sales team remain independent the chances of losing out on a lead are high. THREE STAGES OF A LEAD: First, leads have to be identified, then nurtured and finally converted to a won deal. Marketing generates leads and sales win the deal. When your sales and marketing teams remain independent, a lead is not nurtured properly. Integrating your lead nurturing process with your sales
Sliding emails to subfolders
Hello, Is that just an impression or is it more difficult to organize emails when we we want to slide them from Inbox to Subfolders? I have noticed that a few days ago now and it is annoying. Before that, we could slide them very easily and we would not have to wait 3/4 seconds, holding them above the destination folder in order that their emails are well dropped there. If we release the mouse button to quickly, nothing happens and the emails stay in the original folder. Regards, Olivier
How to add timestamp as a subject in zoho mail inside Template
I have a template in which I needs to change date every time. How can add a shortcut so that the date will come automatically. Provide shortcut option for Date, Time & Date and Time seperately
Jivrus Integra for Zoho
I am trying to connect a google sheet that I use for another purpose to my Zoho account. I want to be able to push information through Zoho to the sheet so that my customer can see the status of his orders. I have installed Google Sheet Jigs, but when I try to access the Google sheet, Zoho keeps talling me that it can't fetch the tab information, and does not bring up any of my sheets at all. I am unsure what i am doing wrong, and would appreciate any advise, as the ability to do this will make an
[URGENT] salesiq where to stores user input .. when slider value selected..
Example: step 1.Carpet Area Slider ( 100,500,1000,1500,2000) <= User Select ..... Working Step 2. Salesiq get this selected value i.e 1000 now i want to internally salesiq multiply with 3 (1000*3) and return result 3000 to user step3. Your Total area will be 3000 Problem : where this 1000 get stored and how to calculate 1000*3 and from where to get result Note: I have provided screenshot and code of given problem below..
Marketer's space - Email-action autoresponders
In our previous post, we learned about date-field autoresponders. In this post, we'll discuss email-action autoresponders. Email-action autoresponders lets you send sequential emails to customers based on their interaction in previously sent emails. This type of autoresponder lets you target your contacts depending on their email activity. If your contact has clicked a link or button in an email or even opened your email, you can set this autoresponder to send relevant email campaigns based on their
Calculate Average Days Between Won Deals
Hi Team - how do we calculate the average days between won deals? Can it be done using a formula field or with a custom function? We will use this to create a workflow for reorders or follow up subsequent orders? Thanks in advance
Add a tip field near the expense anount
Hi, it would be great to add this field next to your expense anount, so this could be deducted from the receipt total amount and then you can calculate tax. tip is not taxable, you have to split the expense to record properly. would save a lot of time
IMAP support for Zoho Mail integration with corporate mail server
Hi, I wanted to see if IMAP is supported to sync my server email to Zoho Mail. When I talked to the support team a few weeks ago, I was told that IMAP support will be available in the next Zoho release. Given that a new version was released on May 18, I tried to set up IMAP, but was given the following message: Zoho Mail supports only the following Incoming Ports :110,995. Can you tell me when IMAP support will be available? Thanks, Senthil
Deal Closing Date Automated to 30 Days Out
Hi, its a little annoying when every time I create a deal I have to predict a closing date. This is especially frustrating when I would preffer to set it 30 days out and there is no easy way to do it. Can something be created to resolve this issue?
Simplify your password management with Zoho Vault's advanced features
Passwords are often the first line of defense for any account and it's essential to safeguard them at all costs. While managing and remembering secure passwords can be tricky, Zoho Vault strives to make your online experience simple and safe. With proper utilization, Vault's advanced features can tighten password security for your organization and save you thousands of dollars by preventing potential cyber threats. In our upcoming webinar, we'll be talking about the advanced features of Zoho Vault
Zoho mail account disabled!!!!
Dears I am writing with a secondary account because my primary account is disabled! I am completely out of my emails ! I am writing with this account to notify an error with my account is "belli.luigi [ at ] zoho.com" with my primary email being "belli.luigi [at ] gmail.com". Whenever I try to login with my credentials, the account page says "Account disabled"!! In addition, when I got access few hours ago, my emails at "belli.luigi [ at ] zoho.com" were "hidden" I could not see the list of emails
Importing contacts via Migration Wizard - Unable to add
I have just purchased Zoho Mail Lite, and am migrating my information using the migration wizard. It appears to be having an issue when it tries to import contacts and I've narrowed it down to the fact that my contacts don't all have email addresses. Those that do, have successfully migrated. Those that don't, haven't. This appears to be an error - I have a number of contacts which I only call and text, I don't always email. Can you please advise what the resolution here is? Thanks
Can't embed videos via Gdrive links on KB articles
The below "drive.google.com refused to connect" error message is being displayed when we try to embed videos into the KB articles via Gdrive links. Could you please instruct us on how to accomplish this function.
WorkflowMax - Zoho Desk Integration
Greetings from OAppS team! WorkflowMax is a time tracking and invoicing solution which you can integrate with your Zoho Desk account to manage your resources and billing. Demo Video : https://www.youtube.com/watch?v=et2gJj1_gwk Install Link : https://marketplace.zoho.com/desk/zoho-desk----workflow-max-integration Key Features: Adding a timesheet entry from Zoho Desk to WorkflowMax. Time spent in the Zoho Desk ticket will be tracked in the WorkflowMax Timesheet. In a note, the description of the
Changing domain and Remote Authentication
If I were to change the domain url for a Zoho Desk account setup with remote Authentication, would I need have zoho install the ssl certificate, and recreate a new Authentication Key, or can the Key be used for the new site? ...also if I need to have you generate a new Authentication Key, will the current Key be valid, while we wait to receive and implement the new Key for the new Domain?
Account is Disabled Error
Hello Evertime I try and login with my account I get and "Account is Disabled" error. How do I fix this. I love Zoho and am activly using Reports and CRM and want to start using Sheet. Thanks! Jeremiah
Subscriptions plan upgrade API
Hi there! I have following questions if you can help: 1. I have three plans in my product. Plan 1, Plan 2, Plan 3. Users can upgrade from Plan 1 to Plan 2 or Plan 1 to Plan 3 or Plan 2 to Plan 3. How can I support above scenario using hosted payment pages or APIs? I do not want to support downgrades, only upgrades. Is this possible? 2. Where can I find the URL to embed Payment Update page? 3. Add Plan description in pricing table. I need a way to add different pricing caption for each plan, how do
Control Panel still ask to verify SPF Records after DNS TXT Update
Had updated the DNS record as per Zoho requirement. However Zoho control panel still has SPF records unverified error. MXtoolbox shows that DNS record for domain infocus.com.my is correct. https://mxtoolbox.com/SuperTool.aspx?action=mx%3ainfocus.com.my&run=toolpage Our domain admin also verified that TXT string has been added. Please assist to verify on below TXT info.
Feed period in Zoho Expense
I'm shocked that the new credit card and bank account I added to get automatic feed is getting transactions only for the last 3 months. And I'm on premium account by the way!!
Compose screen does not close after sending mail
When I write an email and hit the Send button, the compose window does not close, I always have to click on the red cross in the top corner to close the it. This is really bugging me. I have checked my Compose settings, where both Outbox Delay and Undo Send are turned off. Is there a solution?
UnblockMe please!
Hi! I am travelling and see that my mail is blocked. Yes, I tried to visit your /UnblockMe page but it does not help me. Also tried to send mail to supportATzohomail.com and received: Your message did not reach some or all of the intended recipients. Subject: Unblock my account please Sent: 14.10.2019 23:56 The following recipient(s) cannot be reached: 'support@zohomail.com' on 14.10.2019 23:56 554 5.1.8 Email Outgoing Blocked. <a href=https://www.zoho.com/mail/help/usage-policy.html
Approval flow for embedded forms
Before I go too far down the rabbit hole trying to get it to work, can someone confirm if the approval flow works on forms that have been embedded on a website for the general public to access/fill out? I'm trying to set this up on a referral form for people to refer families to our program, and I'm setting up a flow such that once they submit a referral it comes to us for approval. If approved, I have another workflow set up to create a new record with data from certain fields that were filled
IFRAME ZOHO MAIL
Olá, Estou tentando colocar um iFrame no meu sistema para acessar o zoho mail, mas o navegador me dá um retorno dizendo que a conexão foi negada! Alguém pode me ajudar? Obrigado.
Creating a Blog only site
I see Zoho has a blog page built into Sites. Can I remove the home and contact pages, set the Blog page as the home page? I'd like to start a blog page and direct traffic to it from my current website, social posts, email campaigns, etc. Any advice, tips, examples would be greatly appreciated!
How do I compare my teams' performances ?
Hello, I can't find a way to compare my teams' performances on Zoho. My company is divided into 4 teams (according to geographical criterias like postal codes). Each team is made of a team leader and several Business Developers. I'd like to create the following dashboards : - The number of accounts attributed to each team (based on Territories ?) - The number of opportunities by team ? - The stages of the opportunities by team - How many leads have been converted, by team As Territories is not
Stock Update
Hi, I have Design No., Shade No. and Meter in Stock I have multiple entries in same Design No. and shade No. (for Understanding purpose please refer the attachment) I am updating stock when the "Dispatch challan" is updated. Now For eg: I have dispatched 40 Meters, Stock should get updated as follows: 56459>250 0.00 90.00 But the Stock is getting Updated like : 56459>250 -10.00
get minimum value
Hello, can you help me with the code how to get minimum value in a form? My client has multiple purchase prices for a product. I need the lowest value of the prices. Thanks
Tips and Tricks #21: How to schedule tasks in Zoho Subscriptions using Custom Schedulers
Custom Schedulers is one of our newest features, which helps you save time by scheduling frequently performed tasks. In this week's post, we'll be taking a look at how you can set up custom schedulers to address niche use-cases for your subscription business. Missed our previous post? Give it a read to learn how you can prevent contact duplication with existing leads from Zoho CRM. 1. Schedule crucial sales reports to stay informed about your business' health Reports like Lost Opportunities, Churned
How do you link the zoho creator apps to your zoho one data
For instance there is a zoho creator app called Lead Management, how does this get linked to my Zoho CRM. All of the apps are not linked to the relevant items in zoho, for instance the Creator app called Project Tracker' is not linked to Zoho Project?
Set up a reminder automation
Hello! I am having some trouble figuring out the Deluge script for an automation I would like to apply to my database. I have a main profile form that has several subforms connected to it. One of the subforms is an assessment that is done every 6 months for the family associated with the main profile. How can I set up an automation that would send an email reminder to the consultant (who is a user in the customer portal, and they are associated to the family within the main profile form) within
How do you alter the columns in the homepage dashboard components?
How do you alter which columns are displayed in homepage components? I have on display called recently created deals, however I want to show some other columns in this component. How do I go about this? Dan
email bounce
Hi, When we want to send email to zoho accounts , we got below error in bounce: 554 5.2.3 MailPolicy violation Error delivering to mailboxes i checked this article and, this article said: If it is a 5.2.3, this means the message length exceeds administrative limits. but my email dose not exceed the length and it is text is really small. Thanks in advance Best regard
If you change the Deal Stage using the drop down box this doesn't update Stage bar
If you change the Deal Stage using the drop down box this doesn't update Stage bar ?
books needs budgets.
live, and updating as transactions go through and are classified. that is all.
Free Webinar: Accelerate business paperwork with digital signature workflow automation
Zoho Sign–our quick and complete digital signature solution–is ready to integrate with any application that helps you run your business on a daily basis, especially if it means helping you get your documents signed in a smooth, quick, and convenient manner. However, with a plethora of applications being used by businesses across the world, a direct integration between these apps and Zoho Sign that caters to your needs may not exist! Enter Zoho Flow, our very own powerful integration platform, that
How to add records in Zoho CRM to related list with custom function
Hello. I am currently using Zoho CRM Enterprise. After creating about 3 custom tabs (custom modules), I want to list them in the related list of custom tabs, but I don't know how to write custom functions. Thing you want to do A → B (Lookup) A → C (Lookup) B → C (← I want to display the related list here) Please tell me the specific Deluge Script. Thank you.
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