Confused Technical Support, Poor System Development
I am this very same problem with ZOHO and Twilio. I tried all I could with them and still nothing is resolved, ludicrous! All I get is ZOHO blaming Twilio and Twilio blaming ZOHO. Quite frankly, ZOHO, you are terrible at keeping your system functioning properly. I am at my whits end with you guys for you keep sending me information about making payments to keep subscription when, because of you, my company continues to lose money daily! I am sure I'm not the only one who is frustrated with you guys.
SLA
how to assign multiple SLA's of same department to the one account.
Facebook Lead Ad
When I click "generate lead ad", it takes me to Facebook where I get an error message of "Sorry this content isn't available right now". If anyone has advice on what I'm doing wrong I'd greatly appreciate it.
Reports language
Hello! I have a bilingual agency in Québec, Canada with clients that I serve in English and French but by law (more or less), I have to give the French speaking clients my documentation in French, per exemple, the monthly performance report. Is it me or they are just available in English ? Thanks! Isabelle
Calculated Formula Field
Hi, I'm trying to display Days Since Last Activity in a custom formula field: (Datecomp(Now(),${Leads.Last Activity Time}))/(24*60) I get no errors in the field builder but I get no output in the leads section or reports. What am I missing?
Tracking Google Adwords in Zoho Forms > Zoho CRM
We've got an embedded Zoho Forms Form in our website (a new client application form). When someone completes it, how do I get them into Zoho CRM ALONG WITH the Google Ad GCLID? We're using Google Ad tracking in CRM - which works well with leads from Sales IQ & Marketing Hub, but not forms.
Help in enabling incoming mail
Hi everyone, all of my mail users in ceramicapotosina.com have the incoming mail disabled, after a temporary manual suspension I did. Can you help me in enabling it again? Thanks in advanced!
Outlook Plugin Doesn't Work
I've had 4 attempted sessions with Zoho CRM support, none of which helped, and resulted in me wasting 4 hours of my day while they installed an reinstalled the outlook plugin. I cannot sign into the zoho crm outlook plugin and therefore cannot record my emails into zoho crm.
Editing autoresponders
I just noticed that if I create a a Campaign, I cannot edit the message once it has been sent. I can only clone it. What about with autoresponders? I might want a sequence of say 5 follow up messages using an autoresponder. Once that sequence has already been started and people are receiving the messages, can I go in and add more messages so I extend it to say 15 messages? Or is it like the Campaigns, where once you have sent it to a list, you cannot edit it?
Solopreneur working with ad hoc freelancers
I am on day two of the 30 day trial with Zoho One. All nice and exciting seeing the potential of the automation. There is one major issue for me though, that might be a major roadblock in using Zoho One in my business. Quite often, I might go to oDesk, hire a freelancer for say 8 hours work on a project, and then the contract ends. A week later I might hire a different freelancer, and so on. As I see it, they cannot realistically work within the ecosystem of Zoho, since I would need (I presume) a
Support Modal is not working in Sites
I'm trying to use the built in support system in Zoho sites. The send button does nothing.
Api call don`t return all list of time entries. Response limit
I am trying to get list of all time entries by account, but api call return only first 10. How i can resolve this issue? As additional information, i am using trial account mayby limit is caused therefore.
Adding products to the crm from a "won" quote or sales order
We find it useful to know all of the products our customers have bought on the "account" record page. Other than adding "products" individually, is there a way to automatically add a product to the account from the won quote or sale ?
Difference between "Accounts" and "Contacts"?
Can someone help in identifying the difference between contacts and accounts? I am new to the system and am trying to figure out how to use each. Thanks in advance!
Tips and Tricks #10: Check-In/Check-Out Presentations
Hello everyone! We're back again with Zoho Show's tip of the week. Last week, we covered Importing and Exporting presentations. This week, we'll talk about how to protect your content from accidental overwriting. One of Zoho Show's many great features
Using Verions I of the API why can't I pull Custom Modules?
I have some .NET code that calls the version I web services using the https://crm.zoho.com/crm/private/xml/LinkingModule1/getRecords If I do a standard module like Contracts it works. But not for The above custom linking module. LinkingModule1 shows in the list of modules but I cannot pull the data. From what I understand the client has Enterprise Edition. What am I missing? and thanks ahead
Explain conditional formatting in calendar reports in live mode
Hello, It would be useful, if you use color code in your calendar report, that the user could see the meanings of the individual colours. Maybe not a big deal, and other users would like it too. Kind regards
Zoho Campaign Sync
Hi, How can i reverse a sync on a particular contact list? Somehow my CRM Contacts master list sync with my other clients individual mailing lists wrongly. Now they have emails on their list that is not pertaining to their business.
Accounts: tree view with parent and member accounts
Hi community, i am setting up the CRM structure for our company and try to fit the view requirements. Question: is it possible to have a view throughout all associated accounts for example, starting with a Global entity then a member region, member county, member business entity. See attached file. The sales people would like to navigate between these account entities in a tree view. Thanks in advance for response.
Reports selection for "this week" produce wrong week start
The calendar settings in Zoho CRM are set to weeks beginning on a Monday. However, any report that uses the "this week" parameter produces items from the Sunday. The "this week" filter is ignoring the start of week setting in the calendar, which is not helpful or correct.
Change in subject by replying on ticket.
Hi Team, we dont have any auto tagging of ticket. i want such a functionality when we reply on the ticket then system should tag the ticket with department name.
Can't sign in
Hi, I can't sing in to my account using macOS app, whenever I click on Sign in, a white blank page appears forever and nothing shows up. Noticing that I'm able to sing in from the browser. I tried to Contact Support from Help tab, but when I tried to submit the request, "Sending feedback" keeps showing up forever and nothing happens. My setup: MacBookPro15,2, Version 10.14.6 (Build 18 G95) Notebook 4.2.7 I can send you the User Log if needed.
Não consigo responder ou colocar comentarios no corpo do email
Não estou conseguindo responder ou colocar qualquer comentario no corpo do meu email do zoho mail ... mas quando tento de outro computador eu consigo, sei que provavelmente é algum problema de config do meu computador, mas não tenho ideia de como posso corrigi-lo
How to add relational filter based on start date column in table
Hi, I have created a table with Company name, A start date, and time (mins), which is data from desk. Each company has a different start date. I want to filter the data so that the time (mins) shown, is relative to the data that has taken place since each company's start date. The issue I have run into is that this date is different for each company. I have tried adding a filter with the start date, chaning the setting to relative and adding 'this year', however this doesn't work. Any ideas?
After inserting leads does not show in crm...
When I insert records as leads it does not appear in the crm. Then where does it go cause I'm getting success message. Even when I use getRecords module it fetch records which are not exists in crm. Don't understand what's going on... Please help me out asap. Thank you.
making offer
hi there I have several products with same name, but with different size. When making offer, search for product, I only se name (lot of same names) how can I do it, so I se the size field also? Kind regards Henrik Thomsen
How to Setup a Scheduling module with time windows for a service fleet.
How can we Setup a Scheduling module with time windows for a service fleet, with agents and teams, and have the address for each job site synced with the CRM, and have it posted to the ticket, and have a time schedule module that will have all the info for who will be available in that time frame, and who will be in that area on the proposed schedule date, and /or team. and that shold also be synced with Zoho Calendar so the agent/user can see his/her schedule for that or any other day.
CRM Api Request Call
I'm working with a call to get an api token as part of a development but seem to not be getting any output now. Is there a limit to how many calls to get the token we can use and is there a way to change the limit or reset it? call I'm using: https://crm.flowteapp.com/crm/apiauthtoken.do?EMAIL_ID=[email_address]&PASSWORD=[password]
bank account sync
why does zoho books only sync my transactions of the previous day and not live transactions... because it syncs the correct balance but doesn't capture the entries till the next day... makes it a headache to capture payments and notify customers... and top of that amount in books and bank never match.... plz advise below are today's numbers... we had a debit in the account and the balance changed... but now the books amount is incorrect and will stay the same till tomorrow until the entries are copied
Instagram post
Hi Team, we are unable to post on instagram, can you please help me?
My email stopped working
My email was working fine and now no one on our account can send or receive email. No errors come up. Nothing is bounced back. I simply cannot send or receive from the zoho web app, mobile app or from email software that was working.
Zoho Projects - Editing the Project Description in Overview
Hello - it would be great to get a warning when you are leaving the project description edit area and you have not saved your changes. I have lost information numerous times now by forgetting to save any updates. Thanks!
Zoho book
I want to customize a workflow so that when delete a record payment, it will send me an email. I try to use work-flow but i can't find the payment recieved module. Can you help me ??
Zoho Sign in iOS 13 - What's new?
Hello, Apple has kept people on the edge of their seats, dropping back-to-back announcements in recent weeks. Allow us to keep the euphoria running by adding our own fuel to the mix. With iOS 13 coming out, an enhanced and sleek digital signing experience awaits you in the updated Zoho Sign app! A big upgrade over previous editions, Zoho Sign in iOS 13 offers a host of new features that add automation and multi-tasking capabilities, making everything much more convenient for you. This allows users
Zoho People approved absences dropping into Zoho CRM automatically
Zoho have confirmed that there is no calendar integration between Zoho People and Zoho CRM right now so approved leave in Zoho People has to be manually entered into Zoho CRM. Does anybody have suggestions for alternative ways around this?
Outlook CRM plugin not signing in
Hi there One of my users is trying to set up the Zoho CRM plugin for Outlook. It has installed correctly but she is unable to sign in - it seems like it is the same problem experienced by this user: https://help.zoho.com/portal/community/topic/can-t-sign-in-with-outlook-plugin Every time she attempts to sign in it creates a new Auth Token. I have tried clearing these tokens but it has no effect. I have also checked the Application Add-ins in Outlook to make sure that the Zoho CRM Plugin is not
Upload multiple files into library
Hi, Is there a way to upload multiple file attachments at the same time? In addition, is it possible to create a sync connection with a cloud folder, from which a file can be automatically uploaded and attached into an email? Thanks, Thu
【開催間近！】Zoho Japan Community Meetup Round2の申し込みをお忘れなく！【東京・大阪・名古屋】
Zoho Japan コミュニティのオフラインイベント 「Zoho Japan Community Meetup Round2」がいよいよ開催間近です！ Zoho Japan Community Meetupとは、日本のユーザー同士でつながり、支え合い、共に成長するためのオフラインコミュニティです。 お客様の組織を次の段階に引き上げるための学び、情報交換の機会とリソースを提供します。 また、ここでは人々が新しいスキルの学びを助けることを目的としています。 Zohoのエキスパート、および製品サポートスタッフとの出会い、企業との出会い…。 興味深いトピックについて、Zohoの知識と経験を共有しましょう。 ◇◆こんな方にオススメ◆◇ ZOHO製品を使ってる人と交流したい 他のユーザーさんのZOHO製品の使用方法が知りたい ZOHO製品に関する新着情報や効率的な運用方法について知りたい ZOHOが好きだ！ ＜大阪＞ 2019年9月24日(火) https://www.zohomeetups.com/ZJCommunityMeetupRound-2-Osaka ＜名古屋＞2019年9月25日(水)
I need to add a record mx in my host i wase deleted after installation
i need to add a record in my host i wase deleteed after add
postUrl encoding my api request
We are using a script to interact with an outside zoho API service. For some reason the posturl function started encoding the api request how can i prevent this from happening? ex. below is is our api {"data[commentaire_du_technicien]":"","data[commis]":"","data[consigne_r-v]":"","data[contact_id]":{"name":"....... This is what is returned {"responseText":{"status":"error","error":"There was a problem with the JSON you submitted: 785: unexpected token at 'data%5Bcommentaire_du_technicien%5D=&data%5Bcommis%5D=&data%5Bconsigne_r.....................
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