Zoho Calendar time zone changes while traveling?
Hi! While traveling, does will zoho calendar events synced with ical on iphone adjust to the time zone my phone is in? For example: Our offices in the east coast in America. We will be on the west coast for one week only. Do we set the appointments for that week using east coast time (EST) or west coast time (PST)? If we set for PST now, they show up 3 hours later on our calendar NOW, but will it adjust when we land on the West coast? If the calendar does not adjust, we should/will keep setting
Email delivery to contacts with soft bounce status
We have an event website and people register on a form that is connected to zoho campaigns via the API. The api then triggers an email asking for a confirmation (essentially a double opt in). The problem we have is people who are on the database and tagged as a soft bounce are not receiving the 'please confirm' emails that the system automatically sends. Can you advise/help to address this issue please. Thanks
Unknown form field tag when editing form
I had never seen the tag next to the field name before and can't figure out what it means, please help! None of the other field labels show the tag next to them. Thank you!
Accessing Authentication URL with a Telephony Extension
Hi everyone, I've been able to get a fair amount of progress done on integrating zoho's OAuth process with an application that I've been developing. This application is displayed in a teleophony extension that I've been developing through Zoho, but I've run in to a bit of a snag To get the refresh_token in the initial oauth tango, I need to get the code with prompt=consent in the URL, which causes the user to need to press an 'accept' button on https://accounts.zoho.com/oauth/v2/auth. This would
Blog Comment Count Not Displaying
I noticed recently that the number of comments on a blog post is no longer displaying. It just says "Comment(s)" with no number before it. Tried a few different browsers with the same result. I assume this is a bug of some kind.
"Related to" view for Clients
Hello! Is it possible to set up Clients access (View, Add) to Tasks and Tickets to only those that are related to them? We can set those permissions for users, but haven't had any success with our clients. Thank you!
User can not bulk Create Task when selecting Contacts
We use the ability to filter and select contacts, then create a task for all of the checked contacts. I have one user that does not see the Create Task button. We tested setting them to an Administrator temporarily. He still does not see the button. What is controlling this button being accessible?? He can manually create tasks after opening a contact, but not when one or more is checked off. This is a fairly urgent need, we just rolled CRM out to this user and they can not perform this much needed
My Account blocked ?
why my account blocked ? and please unblock it
Issues with PhoneBridge and RingCentral
Have been playing with Zoho CRM, PhoneBridge and RingCentral for a few months and having ongoing issues. 1. All of a sudden RingCentral will stop dialing when a call is initiated from Zoho CRM. Shutting everything down and starting it back up will allow calls to be dialed, but after 4 or 5 calls it stops. It goes through the motions and shows that a call is being placed, but no call is dialed. 2. No obvious place to hang up an in-progress call from Zoho. The window pops up when a call is placed
Use Duration and Start After to set time lead/lag for dependencies.
I've painstakingly built tasklist templates only to find that if you don't set lag-times, the time between your dependencies is not retained when you slide the predecessor tasks forward in the Gantt chart. My project has 25 tasklists, with ten dependencies each. That's 250 separate entries I need to make! Surely there's a better way. What if I could use the Duration and Start After times I've already set, and apply those to the lag times for dependencies? Even better if I could do this in bulk, or
Related List Emails
Does related list emails show up the same way for everyone where you have to select from different options to view certain related emails? Screenshot below; I'd rather just have one set of related emails displayed or at least have "All" as the initial selection for viewing.
How to disable quote for edit when not on "Draft" stage?
Hi there! We are working on a CRM implementation here, and one important requirement is that Quotes should only be editable when they are on "Draft" stage? Using the Layout Rules feature allows only to hide fields completely but, what we need here is just to disable them, or somehow let the user to see the records but not to edit them. How can this be achieved? Thanks for your attention.
PageSense scheduled maintenance, August 24 (Sunday), 9.30pm PST
Hello all, We want to make you aware that on August 24, 2019 at 9:30pm PST, we have scheduled a period of maintenance for one hour. During the maintenance period, all the features and functionalities of the PageSense application will be accessible and we will continue tracking data for all the experiments that you have set up. We are running this scheduled maintenance over a weekend for smooth transition, and to ensure stability and uptime of the platform. We will be taking this time to optimize
THE ARTICLE AREA IS SO SMALL
Dear Zoho Team , The area for Articles in Connect should be wider and reponsive . As it is now , their are many waste space while the content area for Article is so small. Could we increase them to reach the Menu area. Please see the images , even with full screen reading, the content area is still the same ...
MailPolicy violation Error delivering to mailboxes
<info@jaggajamin.com>: host mx.zoho.com[136.143.190.121] said: 554 5.2.3 MailPolicy violation Error delivering to mailboxes (in reply to end of DATA command) Please help me to solve this issue. Thanks Jaggajamin.com
Unable to decrease size of slideshow
Hi, The size (height) of the slideshow is very big for my website. Can you please let me know how to reduce it?
unable to receive emails from any email account
Hi, I recently set up my Zoho account but am unable to receive emails. I am however able to send them. Is there anyway to check what the issue is. PS: i am really limited in my ability to understand all this computer stuff like domains ect so needs to be explain really simply. Thanks in advance!
Column totals
Why aren't columns totaled for relevant columns guys ? It makes a much more informative page & sooo easy to do !!.......
Emailing Project Dashboard
Management's interested in receiving daily emails with project's status. I reckon sending them a link to the Dashboard (or the dashboard itself) should suffice their needs. I looked around but can't find an option to email the dashboard, or summary of project advance. Is anyone emailing automatic project status to stakeholders? HELP!
A Square deal : Zoho Books integrates with Square
Square has replaced the traditional POS system with its simple app and has become a way of doing business. Square offers the flexibility to accept credit card payments without monthly fee or hidden costs and has made its way to being the popular choice among the business owners for selling, and monitoring their sales from anywhere. At Zoho, we have always tried to make accepting payments easier for our customers and with our latest integration, we have taken yet another step in this direction.
Totally confused about "MFA"
I am not technical. I don't want to be technical. All I want is to be able to access my email from (1) my PC (2) my iphoneXR. Everything has been working great for months on my old iPhone5 and PC (Thunderbird). Upgraded to an iphoneXR . Found I had to delete the ZOHO app, re-install. That got email working on both devices. Then today I got something about "MFA". OK, so I followed those instructions (not really knowing what I was doing). Now my iPhone XR works but all I get on my PC is: "We couldn't
From and Reply To in Email Template
Hi there, I need help on the Email template. I want to change the From and Reply To in the email template that created. Thanks
How to transfer a chat to an agent when I have a boot enabled?
I had a boot enabled, after a series of questions and answers I want the boot to be able to transfer to an agent without the user selecting "talk to a human"
Click to dial and Phonebridge issue
We are trialling Aircall One thing we have noticed is that when calling UK mobiles (not landlines) the phonebridge pop does not work when we click to dial from the record. Does anyone have any idea what could be preventing phonebridge activating? Thanks
Bulk Insert Request for Items in Inventory Management
HI - What is the sample request to send multi-line item records per request?
Try to add an image to a product with php-sdk v2
Hi, I used the example from "https://www.zoho.com/crm/developer/docs/php-sdk/record-samples.html?src=upload_photo" I changed the example for my needs: public function uploadPhoto($module_api_name, $record_id, $url) { $record = ZCRMRestClient::getInstance()->getRecordInstance($module_api_name, $record_id); // To get record instance $responseIns = $record->uploadPhoto($url); // $photoPath - absolute path of the photo to be uploaded. echo "\nHTTP Status Code:" . $responseIns->getHttpStatusCode();
Recent Data Transfer
Hi Has anyone transferred their old database into Recruit. I am curenlty looking at the feasibility and putting together a plan. I am newish to ZOHO but a real fan, I have been through a number of data transfers in ths pst. Curious as to any experiences other users have had, tips, advice etc Many Thanks Sharon
Zoho Campaigns から作れる登録フォームについて伺いたいです
株式会社レアジョブの佐藤と申します。 資料DL用のフォームを作ろうとして、 Zoho Campaignからフォームを作るところでつまずいております。 フォームを作ったあとの画面で、 ・登録お礼ページ ・確認メール ・確認お礼ページ ・再登録メール というところで、確認メールの編集をしようとしているんですが、 メール本文の編集で困っております。 既に、英文が登録されているんですが、これを全部消して、 改めて見出しや、本文やボタンを差し込みたいのですが、 それが全く出来ません。 この確認メールの編集画面では、既に用意された通りでしか文章が書けないのか、 それとも私が使い方を理解していないのか。。。 色々触ってみてもわからなかったので、質問させて頂きました。 教えていただきたいのは、 Q1．既に入力されている1行ごとの文章を書き換えることしかできないのかどうか？ Q2．自由に文章ブロックやボタンが配置できるのでしたら、それはどうやったら良いのか？ 以上2点についてです。 どなたかおわかりになりましたら、アドバイスを頂きたいです。 どうぞ宜しくお願い致します m(_ _)m
manufacturer missing in Sales Order Template
Hello Zoho, There is a manufacturer by default added to Items. 1. First of all we want this field to be made mandatory which is not happening. 2. This same manufacturer does not appear when created Sales Order, and there is not way that it can be edited from template to show on Prints of SO. As of now we have added the Custom Field but that is not going to work for longer period of time. Any solution?
Creator and CRM Deals Integration
Hello everyone. I wolud like to create a kanban report for ZOHO CRM but when I create form integration in ZOHO Creator there is no option to add Deals from CRM. Any hint? Thanks!
Merging two portals
Hello everyone, I was wondering if it was possible to merge two client portals together? Simply because I have two set of books and don't want the client to lose time switching between portals in order to access their account - might be complicated...
Open Zoho CRM Customer portals CSS to be cuztomized
We tried to use the Customer portal but after seeing that our customers UI will be as our Zoho CRM UI we decided to look for a Wordpress approach pulling and pushing data to Zoho CRM with the PHP SDK. Have you seen Zoho products like SalesIQ where you open the CSS to us and we can match the Chat UI to our website? I mean, CRMs UIs in general are good for companies and their employees who are trained, but offering the same UI to our end customers? I think it's a failure because we would need to train
How to embed Zoho mail chat into my website
Hello How to embed zoho mail chat by using API , i need samples for PHP Please let me know if it has any procedure for creating the API. Thanks in advance
Invoice - Schedule Email
In Books you can only schedule an email to be sent at 8:00am, 5:00pm and 12:00am. In the API you can customize this scheduled time It would be great if you could allow any time to be entered to schedule an email. Use case - the timing of the delivery of an email may be dependent on other factors and we should have the flexibility to change the time.
Using Aliases as Alternate Email Addresses (as in Forwarding)
We just launched Zoho mail at our company today, but I think we are confused how "aliases" work in Zoho mail. Do email addresses which are created as aliases ALSO receive emails sent to that alias? For example: I have a user whose email address is "andrew@c-ville.com" and several of his aliases we created include "events@c-ville.com" and "reviews@c-ville.com". Now, what happens when someone sends an email to "events@c-ville.com"? Doesn't it make sense to forward that to Andrew? It doesn't make sense
dashed line cannot be removed while edititing a KB article
Hi.. I have an unremovable (for me anyway) vertical dashed line which traverses two tables when editing a KB. Is there anyway to remove it? Thanks
Product Info extension detail request
Today I've found out that Zoho has introduced a new extension called "Product Info" on the marketplace. I did install it but couldn't find any documentation about it. How does this extension operate? I've selected a ticket which includes a record in the system default "Product" module but still this extension doesn't display anything in it. Also where do you enter product details into the system and can we customize the fields for products?
Block accounts
Due to a number of suspicious logins (which resulted from using a rental WiFi router on our trip in Europe), most of my family members' email accounts have been blocked, and I can't unblock them. I sent a request to support@zohomail.com twice yesterday, with no reply. Could someone look into this problem? Thank you.
"Account is Inactive"
Hi, Our account is showings as inactive? Is this an error on your behalf? Regards
Zoho Docs Sync really slow
Hello, I am setting up Zoho Docs and am experiencing really slow upload speed. The current speed is 29.1KB with an estimated completion time of 9 hours. When I run a speed check I get up to 3mb upload speed, so something is throttling the connection. The bandwidth settings are at High so I'm not sure what else I can do here. Any suggestions?
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