Multiple Inquiries Under One Customer Record
Hello All! We are looking at switching back to ZOHO from Marketsharp and starting our CRM build fresh. One item we like in Marketsharp (CRM) is when we have a homeowner come across as a lead multiple times, it keeps the data under one record. For example: John Smith HomeAdvisor 10/1/18 same record: Web Lead 12/2/19 Is this possible to do in ZOHO CRM? How would we do it? Thank you,
Shift current version to Zoho Creator 5.
How can i shift my present/old creator account to Zoho Creator 5?
Your best emailing tool, now with iOS 13 experience
Hello All, iOS 13 is here and we are glad to announce about the new features in the latest version of the Zoho Mail app. I hope you are excited to know about the features as we are! Below are the features that are supported in the latest update of the app: Love the darkness? Dark mode is here: The Zoho Mail mobile app now seamlessly adapts itself to iOS 13’s dark mode. When the dark mode is active on your device, the Zoho Mail mobile app displays your emails in the dark theme. You can also
ZOHO CRM Web Forms
Zoho CRM Web Forms: Web forms process of capturing visitors or users information from your website into your ZOHO CRM system. They are designed to automate the importing of data from websites into ZOHO CRM. To add your web forms to your website, you should first have them on your ZOHO CRM account. Once you have generated the forms, here is how you can add them to your website. And please follow below steps... First of all login in your ZOHO CRM portal...
Appointment Booking App Integration with CRM Campaign Module
Appointment Booking App Integration with CRM Campaign Module : Campaigns Management : This allows you to plan & keep track of the campaigns in your Zoho CRM account. This includes planning the campaign, preparing your mailing list etc. In Zoho CRM, campaign management helps you to plan, execute and monitor campaigns in an organized way. Appointment Management : This is a robust time scheduling app which helps optimize time management. This app ensures that your customers easily and efficiently complete
Checkbox select and deselect in script
Hi there, I am writing a function that will check if a field is empty and in that case select a checkbox from another field. Looking like this: void checkMissingData() { for each Adult_Record in Register { if(Adult_Record.Date_of_Birth == null) { if Adult_Record.Missing_Data.size() > 0 { oldSelections = Adult_Record.Missing_Data; if (!oldSelections.contains("No DOB")) { oldSelections.add("No DOB"); Adult_Record.Missing_Data = oldSelections; } } else { Adult_Record.Missing_Data =
Creating heat map in Zoho Analytics
I have hierarchical data on market sectors at five levels of granularity. I have shown this as nested- data in the past (level 3 grouped by level 2 and by level 1) using other software packages, with the heat map squares and colours reflecting the size of a specific value. Try as I may, I cannot create any heat map in Zoho despite using all of the combinations of data on the x and y axes that I can think of. Neither could I find any examples online to instruct me. Is there an idiot's guide somewhere
Customize PDF reports
HI, I'm wondering if there is a way to customize a bit the PDf version of a report. More specifically the font size. Thanks Olivier
What's New this October 2019 in Zoho Invoice?
Hello, everyone! As always, at the beginning of a month, we're here to update you about the recent updates to Zoho Invoice. Read on to know about what we have enhanced and updated in Zoho Invoice for October. Autoscan receipts to create expenses Finding it time-consuming to convert your receipts into expenses manually? We have introduced the Autoscan feature, using which the receipts you upload will be autoscanned to capture the key details. This will enable you to create expenses from receipts quickly.
Control Look of Document Embed on Website
We were thinking of creating documents and making them live to embed on our websites, so that we can have one place to update. But the iframe embed seems very rigid in regards to displaying on multiple devices. How would one better control the look and responsiveness of the iframed document?
CORS problem with Live forms
Greetings! We've recently implemented Zoho Markethub into one of our websites and we've been loving it so far. We're having some problems with native forms and making it work with Market Hub, we can associate the forms but whenever we click submit (on our case, "register"). it displays an error on the console(See attached image). Most of our forms are authenticated through javascript and we were wondering if that's the reason why we're getting this error. Any reason why this is error is happening?
Critical Error in Zoho Forums
i was trying to paste a screen capture in Zoho forums textbox. It takes the image but wipes out immediately with a broken image placeholder. So I am forced to adopt a circuitous route of saving to local disk and attaching it wasting 15 to 25 seconds of my time.
Undelivered Mail Returned to Sender
Dear Support, I have a major issue since I cannot deliver any email to the domain @cysec.gov.cy. I have sent various emails to support asking their help. Please advice. Kind regards, George Pitros chairman@cysec.gov.cy INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.7.1 <chairman@cysec.gov.cy>: Recipient address rejected: Please see http://www.openspf.net/Why?s=mfrom;id=gpitros%40dsavvideslaw.com;ip=136.143.188.52;r=promitheas4.pri.cytanet.com.cy Reporting-MTA: dns; mx.zoho.com Arrival-Date: Wed,
Announcing the Zoho Sign app for macOS Catalina
Hello, Zoho Sign is now available on macOS Catalina! You can perform all the basic signing operations right from the desktop app. You heard us right. Following the recent release of iOS13 and iPadOS, the excitement continues for Zoho Sign users with the release of macOS Catalina. And guess what? Our app is even featured on the Mac App Store! With macOS Catalina, Zoho Sign brings to the table an assortment of enhanced input capabilities and other accessibility improvements that can help business owners handle
Cannot Get Email...mail server not responding.
Hi. Since last night, iPhone user has been unable to get email from the server. See screenshot for error message. Note: - this issue happened suddenly. - it has been working fine for a few years. - no setting changes were done prior to this issue. - user is able to login to the account via browser, but not phone. - 2FA is not enforced on the account - the mailbox is only 29% full. How to resolve this?
Creator App Module Not linking to CRM correctly
I have created a simple app in creator for a simple form to hold and describe URLs. I have been able to link the app to CRM and I have a Module for the app where I can create entries. Where I am running into a problem is when I go to the Accounts module and try to add/create an entry from the Accounts module I get this error. Any help with this would be greatly appreciated.
Resizing Activities View
Hello, My team is getting more use now of the Activities module to run their day to day. One user noted it would be great to be able to resize the columns when you are working with Activites view. Speaking about the screen where the list of activies appears
Can't recive mail
I have set everything up I am reciving an error message when I send an email to the ZOHO email address so there is nothing in my Zoho Inbox. Please look into this and tell me what I need to change. but zoho says everything is fine Thank You
What's New in Zoho Subscriptions - September 2019
Hello everyone, Zoho Subscriptions has had a bunch of updates since our previous What's New post. Here's a quick look at all the new features and enhancements for September: Pre-fill hosted payment pages The data that your customers enter while signing up for a subscription on your own website or web form can now be pre-filled into the hosted payment pages. This can save your customers from the hassle of re-entering this information and thereby, provide a seamless transition to the hosted payment
How can I update Inventory record in Zoho Creator Subform
Hey there, I am trying to build the app for Inventory Management in a subform. I want to update stock selected in a subform to be subtracted from my master inventory in terms of quantity. How can I achieve this in a subform using Workflow. Any help would be appreciated! Thanks in advance!
Question
Sir i connect optan monstor in zoho email compaign
DKIM
Having trouble verifying my DKIM Done everything exactly as instructed...
ZOHO SOCIAL MEDIA
I do not know how to link my Facebook page with the crm de zoho I do not see the social option, which package includes social networks?
Not receiving emails to Zohomail. Hosting using Hostgator, need help in configuration ASAP
Hello, I have purchased my domain in GoDaddy.in and hosting in Hostgator. Initially before setting up host-gator everything was fine as I did configured MX with GoDaddy. IN/OUT email was tested successfully. Last Friday I purchased Hostgator service and trying to configure the email and I'm not receiving any mails. Need help in MX / email configuration. 1. Do I need to setup something in GoDaddy 2. Host-Gator any changes required Thanks, Sumanth
Forward an old ticket in a new one
Is there any way to forward an old ticket (attach it as we can do in Outlook for example) in Zoho Desk?
Increasing ticket numbers
Is there a place to change the sequencing of the ticket numbers? I would like to move it to a 10000 series.
Unable to send email from C# using WebClient
Hi, i am unable to send email for my C# code, although it was working previously and even i am able to send email from PostMan but when the same json is passed from C# code using WebClient it says Forbidden eveytime. Below given is my code snippet. Note: Authorization token is generated for email gievn in FromAddress and same is used to get the AccountId using http://mail.zoho.com/api/accounts endpoint. URL : https://mail.zoho.com/api/accounts/<accountId>/messages public static Status SendEmail(ComposeEmail
Zoho Sign - speed - significant delays
Hi - In using Zoho Sign today in building documents for signature, the service has been incredibly slow. Specifically when adding fields into a document for signature. I have tried using both Chrome and Firefox and have cleared out cache and rebooted
i cant receive emails
i cant receive emails, my domain is pointed to mx.zoho.com (10), help please caxacourier,com
Signature on Posts
Hi team. Would be great to have a signature on Twitter/FB posts, especially from mobile social. Something as simple as allow us for each post to tag it off with a short URL and a couple of hastags. Haven't seen a way of doing this. Would establish post consistency. If I have overlooked an already existing feature, please point me to it. Thanks so much, Kyle
Automated On-Boarding Process
Hi All, I'm looking to create an automated on-boarding process and was looking for advice for the best way to go about it. I believe there are several ways I could do it, but I'll list out what I'm looking to do below: 1. Send offer letter via Zoho Sign and configure field for the offer letter based on agreement (I.e. fillable fields such as starting pay or milestone based commission tiers). 2. Once user signs letter, trigger a series of actions: a. Run custom script to (1) Create Gmail Account
Got hit by ransomeware
Good number of files on Zoho Workdrive are impacted due to recent randomware attach. Is it possible to go to the Workdrive state from 2 days back? Thanks
How to use campaigns?
I'm struggling with how to use the campaign feature of CRM. We have a client and we want to help him with marketing his product to a select group of our contacts. We want to send an introductory email about his product to key senior management people at a group of about 100 to 200 companies, these are already in Zoho as accounts and contacts. Our goal is to send out personalized emails to each of these key people and easily keep track of who responds, what their response is, and what next steps
history Facebook
Hello I want to ask, is it possible to do facebook story programming by Social Zoho, or at Instagram?
left expression is of type BIGINT and right expression is of type STRING and the operator == is not valid (Deluge error)
Hi, I want to fetch records from my Dispatch and update Stock but seems to have problem in the field type and the field type is supposed to be String This is my code: for each Stock_Record_Obj in input.Fabric_Details { product_Obj = Fabric_Stock[ID == Stock_Record_Obj.Design_No]; product_Obj.Meter = product_Obj.Meter - Fabric_Details.Meter; }
Aggregate a month sale performance
Hello, Can someone please help me with a code how I could aggregate a performance of a salesman in C5? I have a formA where I collect product details of sold items in normal fields (not in subform). If a product is sold I'd like to add some records of the form to formB to a subform. I'd like to do it on monthly basis, so records belong to the same month are expected to be added to the same form, and a new form should be opened when the first sale of the new month happens. Some of the fields of formA
Using Deluge to fetch data into a journey
Is it possible to run a Deluge script in a journey? I wish to have an reactivation campaign that gives the user a unique (timed) URL to order a heavily discounted product. I can fetch the unique URL from my URL management service via API (JSON) but just need to know how to call such an script from within Journeys. Best regards, Joe
Not receiving emails anymore
Hello, Since Thursday -3rd of October - I received no email on my inbox. Did lots of activities like payments, aquisitions and even sent an emails from other accounts but nothing reached my inbox. Please advice as this is quite urgent and I'm waiting for some important reports and fiscal documents. Thank you! Gabriel
When "Send Invoice" Action/task, there is no item to specify which template to use
Hi, I am using the "Send Invoice" task from Zoho Books in my flow. I am not asked which email template I want to use. This makes no sense as depending on the situation, the email template I would use could vary greatly. Please add an option/field for us to say which email template should be used (from Zoho Books Email Templates) when sending invoice from Zoho Flow.
Marketer's space - Signup-based autoresponders
Autoresponders allow marketers to send out sequential emails to contacts subscribed to a mailing list at predefined intervals. Zoho Campaigns offers different types of autoresponders, each designed with a specific purpose that helps marketers engage better with their contacts. In this post, we'll discuss signup-based autoresponders. A signup-based autoresponder lets you send sequential emails to contacts who have recently entered your mailing lists via signups, import from another app, or manual
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