発注書にバーコードを印字できました！
少し前にこのフォーラムで質問していたのですが、発注書にバーコードを印字して、それをメールFAXサービスで取引先に送り、社内の状差しに入れておいた発注書をみて納入業者が入庫作業をする。 というシナリオなのですが、まず発注書にバーコードを印刷する段階でつまずいていました。 英語でいろいろと検索していたところ、zohoのトピックに出ていましたので、試しましたら成功しましたのでお知らせいたします。（需要があるかどうかわかりませんが） https://help.zoho.com/portal/community/topic/adding-a-barcode-to-invoices-package-slips
Zoho Desk Community Digest - July 2019
Top Product Announcements Social Module Enhancements Integration with Team Viewer Ask the Expert Sessions Ask the Experts 1: Setting up departments and multi-branding Ask the Experts 2: Advanced process automation Ask the Experts 3: Reports and Dashboards Ask the Experts 4: Agent Productivity Ask the Experts 5: Zoho Desk Extensibility Ask the Experts 6: Self-Service
Zoho Desk Community Digest - June 2019
Top Product Announcements Integration with Zoho Sprints Validation Rules Ask the Expert Sessions Ask the Experts 1: Setting up departments and multi-branding Ask the Experts 2: Advanced process automation Ask the Experts 3: Reports and Dashboards Ask the Experts 4: Agent Productivity Ask the Experts 5: Zoho Desk Extensibility Ask the Experts 6: Self-Service
Zoho Desk Community Digest - August 2019
Top Product Announcements Goal Metrics Help Desk Customizations Customize Themes in Sandbox Custom Fields API Revamp Ask the Expert Sessions Ask the Experts 1: Setting up departments and multi-branding Ask the Experts 2: Advanced process automation Ask the Experts 3: Reports and Dashboards Ask the Experts 4: Agent Productivity Ask the Experts 5: Zoho Desk Extensibility Ask the Experts 6: Self-Service Other Discussions Move resolutions to top of the comments >> Radar vs Desk >>
Release of Zoho Desk REST APIs
We are glad to inform you that our new set of REST APIs are now finalized and ready for use. Some of you had offered to use the new APIs in the beta phase. As we mentioned when we provided you with access to these APIs in the beta phase, we have modified some of the APIs to facilitate easy usage. However, we have also taken extreme care not to introduce any drastic changes. The APIs will be backward-compatible with the beta phase APIs for a period of 2 weeks. Please upgrade your code to reflect
ユーザーさん：一括メールをある一定の日に送りたいのですが、プランの上限を超えるメール数です。何か方法はありますか？
Zohoサポート：メール送信予定の日よりも数日前から毎日一括メール送信予約しておくことで、 メールの送信設定を何日にも分けて行うことができます。 そうすることで、ある一定の日に大量なメール予約が可能です。 ーーーーーーーー 追記・訂正（2021年2月5日） 当トピックに関してあらためて本社に確認したところ、投稿内容に誤りがありました。当トピックを参照、参考にしてくださった方、誠に申し訳ございませんでした。正しくは以下のとおりとなります。 ・Zoho CRM で１日に送ることができる一括メールの送信数は、プランに応じた一括メール上限数となります。（例：エンタープライズプランでは、最大1000通/日です。）Zoho
Cliq.app (MacOS) not translated
Hi, I just installed Cliq.app on all our user macs. some users noticed that the app is displayed in english. But their profile account is setup in german. When they open the web version of Cliq, the interface is correctly displayed in german. Cliq.app Mac should take into account the language preference of the user, as the webversion does.
Creating an event using Zia as reminder
Hi, I just tried to create an event in Clq, and use Zia as reminder. After saving the event, Zia started to send notifications to all attendees and created a dedicated conversation. In it, I saw Zia ask me, the creator of the event if I wanted to accept the invitation. This sounds a bit odd to me... As the creator of the event, should I obviously be part of it ? I mean, I just invited my self to an event I created :p why ?
Abteilung / Kategorie (German)
Hi I ise the payed version. For first: I am wondering, why there are two terms for the same thing: In german this is "Abteilungen" in the configuration area. But in the Frontend this is named "Kategorien". Why? This is a absolutely no-go. For second: I opened a new "Abteilung" in the backend - but the "Abteilung" is not displayed in the frontend. I searched more than one hour.... nothing founf dor a solution. I need a fast solution. What do I wrong? https://support.meteomap.cloud/portal/home Thanks,
Suddenly my outlook can´t receive mails...I can send with no problem.
Hello, I get this message: Here I put in my password for Zoho, But it says, it cannot be verified by Zoho???
How to properly reference css/js in a code snippet?
I've used <link type="text/css" rel="stylesheet" href="/example.css"/> <script type="text/javascript" src="/example.js"></script> at the beginning of the code snippet. Am i missing something? The script and css aren't passing through. Thank you
ユーザーさん：Zoho製品と競合他社を比較したときに、Zoho製品の良いところはなんですか？
Zohoサポート：大きく三つ挙げさせていただきました！以下になります。 ①拡張性の高さや、APIでの拡張が可能なこと。 ②他のCRMと比較すると安価であること。機能面での違いはあまりないです。 ③他のCRMに比べて、簡単に操作が可能なこと。 などが挙げられますが、他にもZoho CRMの良いところはたくさんあります。 他に見つけましたら是非コメントをお願いいたします！
Zoho FormsからZoho CRMのサブフォームへのデータ追加について
お知恵を拝借させてください。 現在Zoho CRMの商談タブへデータ入力・修正のためにZoho Formsの活用を検討しています（Zoho CRMのWebフォームは商談タブをサポートしていないため）。以下の条件のときに直面している問題に対してアドバイスいただければ幸いです。 【条件】 商談タブの１つレイアウトにはサブフォームを設定し、月ごとの見込み金額を入力できるようにしています。 サブフォームなので、見込み金額がたったタイミングで月、見込み金額などの情報を追加入力しています。 Zoho Forms側の入力フォームにもサブフォームを設置し、サブフォームの項目はCRM側と同じものを用意し、複数ヶ月分の見込みを入力できるように設計しています。
CRMで材料を発注し、見積もり（請求書）と紐づけて粗利をレポートしたい・・・。
改めまして再度CRMのところで質問させていただきます。 詳しい方、ぜひヒントを頂けないでしょうか？ まず弊社の業種ですが特注の家具を作っております。製造業です。 CRMで商談を立ち上げ見積書、請求書を発行しております。 今回発注機能をzohoでできたらなと思い質問させていただきました。 そして、発注した材料が実際請求した金額と紐づけられれば粗利なんかを出せるのではないかと考えたのです。 まず、いわゆるzohoでいう商品は弊社の場合、完成品の家具ですので、発注するものは家具の材料、部品です、発注した材料と見積書とか請求書とかとを紐づけして実行予算（この場合労務費は含まれないので、それは別途手入力とか）して、商談単位か見積書単位かわかりませんが、想定内の利益が出ているかどうかを判断するみたいな使い方できないですかね？ ちなみに積算はエクセルで材料費と労務費と経費を積み上げてやっております。 毎回特注の商品なので、商品は都度増え続けています。CRM内で完成品の在庫を管理するとかは必要ないです。 ユーザー歴はかなり長いですが、素人なので勝手な思い付きばかりしてしまうのですが、なにかヒントがございましたら教えていただけますでしょうか？
ユーザーさん：MarketingHubで情報を紐付ける際に、過去のアクセスデータは追跡して紐づけることができるのか？
Zohoサポート：可能です。後から追って全てのデータの紐付けができます。
How to insert image (from the field in submition form ) into email notification
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Sending an email notification when a quantity in a report reaches a specific quantity
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Create Ticket for an agent using ZOHO Desk API
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Email signatures per account
I am setting up a client of mine's Zoho Desk subscription, and they need different email signatures per account. They service incoming emails from multiple contacts per account and a number of accounts per department. Are there place holders I can use to dynamically set the Agent Name, Account Name, Account Email Address, Account Phone Number? These last two are what the contacts use to get in touch with my client, and so they need them to be present in the email signature.
Zoho Books
InternalOAuthError: Failed to fetch user profile at /home/nextbrain/devBackend/ZohoBooks/node_modules/passport-zoho-crm/lib/strategy.js:124:19 at passBackControl (/home/nextbrain/devBackend/ZohoBooks/node_modules/oauth/lib/oauth2.js:132:9)
API Related Records in bulk?
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Support Ticket not being generated when emailed from specific addresses.
Hi there, I am having issues where I cannot create a support ticked by emailing our c.service AT evolutionfulfillment DOT zohosupport DOT com. The problem seems to be limited to me emailing from a specific address or domain. If I email from my randy AT evolvewithus DOT ca email account, the tickets are not generated. If I email the address from my personal gmail.com account, or another alternative email address, the tickets are created as expected. I have tried deleting and re-creating our support
Can't receive emails into zoho mail
Hello, From yestarday I do not receive emails into zoho mail but I can see them on my phone only
Trying to create a list segment in zoho campaigns but the fields I need are not available. Is there something that needs to be done with the fields first to make them available?
I created specific fields in Zoho CRM contacts and they aren't showing up to use as criteria for a list segment. This is the whole reason they were created. Did I create them wrong? Or did I leave out a step?
SalesIQ tracking visitors Desk
I my website i added the html code to track visitors by SalesIQ; Who's online, history etc. Working great. For our desk we create subdomain like support.oursite.com How i can add this subdomain used for desk to track visitors? Thanks in advance, Eric.
Ask the Experts: A 5-hour live discussion on all things Writer
Hello everyone! =] Thanks to everyone who participated during our last month's session on using Writer for your custom workflows . This month, let's talk about all things Writer. From editing to formatting and collaboration, let us know if you have doubts,
Any way to have two possible titles for "Resolution" in customer portal?
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can I add a second email address?
I very much like zoho. However, I was a bit clever when I signed up. I would like to add a more professional name to the zoho,com for my business cards. It is not going to get a lot of mail. Can I just add a second free account? thank you.
How to setup Visitor Tracking on a WIX website?
I have conflicting information about this on the web and need to get clarification whether this is even possible on a WIX website (one article said no) and if so IS IT done by adding the HTML APP to the WIX site and then copying-pasting the text over from there?
Zoho Books timesheets
How do I submit weekly timesheets to my client for approvals? Then convert the timesheets into billing documents. Thanks.
ZOHO CAMPAIGN
Hi, I need to know about Zoho Campaign process. And how to send bulk mail in the campaign participants.
CRM Web Form Question
Newbie question here.... Created splash page on website tonight. Built web form in zoho and loaded html into website tonight. Had to create several custom fields. However, cannot figure out how to make some fields (like name) required on the web form. Also cannot figure out how to add captcha. Then I stumbled across zoho creator and was able to quickly build the form I wanted. But now I don't know what to do with it - how to get the code onto my splash page or how to deliver the entries
Changing hour when creating an event from calendar in mobile
Hi, When creating an event from a calendar report the date from the date-time field gets properly expressed, however when accessing the field to add an hour it changes the date of the calendar popping up to today. Which forces me to look for the date I want again. This does not happen when accessing from a pc... I've been trying different options (setting a predefined date-time, atempting to change the hour on-load,...) with no success. Does anyone have a solution? Thanks!
How to drive Summary tasks dates from subtasks
Hi, I'm struggling to work out how to allow a summary task or milestone date be driven by the scheduled activity below it. It would appear that I could have a summary task that is 4 days work and completes 1/9/19 but the tasks (work) below it are 400 days work and have dependencies that don't complete for months - and that in this scenario Zoho will accept. Is there a way to get subtasks and/or tasks to drive the dates for summary tasks? Thanks
Multiple Administrators
Is it possible to have multiple users who have full administrative right to the database? Currently I only see the option to enable read/write for certain users.
How do Designations work?
It seems like we could use the Designations feature to tag employees with things like "Part Time" or "Full Time". However once you add the designations there doesn't appear to be anything you can do with it. How do you apply designations to specific users? I cannot find anywhere to do this and I cannot find any documentation on it. The only documentation just says how to create or delete them, not how to actually apply the designations to users.
Account is inactive. Please help!
Hi, I am trying to login to account gordoneiowndg@zoho.com but it says it's inactive. Can you please help? It's very urgent. Thank you!
SDP On-Demand and Zoho Mail Integration
Hi, Just a quick question is it possible to Integrate the SDP On-Demand to Zoho Mail as a default Mail.
Iphone Contacts Sync msync / Activesync
Hi, I have had my zoho mail, contact and calendar sync'ed with my iphone using activesync for years. Then the other day I noticed all my iphone contacts were doubled up. i.e. each contact was listed twice. I removed the zoho account from my iphone (deleting the contacts from my iphone in the process) and then added it back again But now only 132 of my 626 contacts will sync back on to my iphone. I've logged into zoho and all 626 are still there, they just won't all download again. Please help, Thanks,
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