How can I sync Tasks and Events to see the on a single page?? Using CRM, Projects, Google
Hi, I can't seem to find a solution to be able to see all of my events and tasks in a cohesive way. I am currently setting up Zoho but I want to set it up to increase user adoption. Zoho CRM, Zoho Projects & Google (Gmail & Calendar) will be our core usage. I'm open to using Connect if it brought things together. Any solutions???
Optional sections/fields in Inventory Templates?
Just starting to use Zoho, and wondering if the Inventory Templates have the ability to optionally show/hide sections based on field values. My use case is that we do quotes for several related services (i.e. phone systems, alarm systems, CCTV, ...) that are separated on the single quote as we are often quoting them all together. The products list/table is not enough as each has it's own description, pricing, etc. What I'd like is a single Quote that has sections for all of them (not using product
Naming strategy for Form Links and Field Deluge Names
A general question as I have encountered what many have probable encountered before me, when you set out on building your applications you find yourself a few years down the road, with a mess of a backend due to lack of clarity of what a field represents and does. I am therefore interested in knowing if someone has a clever, generic system on how to name the Form Links and Field Deluge Names in a hierarchical way so everything is easily identied? As a thought example in Application A, we have form
User wise open issues & open task for all projects (Single Page report)
Dear all, As a manager I want know all projects status with user wise open and closed Issues and Tasks in single report. Please Help. regards Krish
Tip #31 - Dependency across projects
Dependencies across projects are often inevitable. While launching a product, there is often a myriad of functions to look into. For instance, a product cannot be pitched in the market until all aspects are thoroughly tested. Even as Sales and Testing are two different departments in a company, their tasks might overlap, causing dependency between them. Zoho Projects help you track your tasks easily and assists you in handling dependency a little more better. E.g., you can link the tasks of a Testing
Is there any way to customize formatting of Gantt charts?
Can I prevent automatic page breaks when creating a PDF? I can get a workout around by using the print option and scaling to fit one page... but that is an outrageous solution. Can I somehow control which column headers show up and the widths of each? If I use the print option I lose control of hiding columns like who a task is assigned to. I would like to get rid of the "None" and "General" headers on my task bar. Why on earth are those there? This may be due to have I have my tasks and subtasks
Como automatizar la acción editar como nuevo en el correo electrónico entrante?
El tema es el siguiente: Hay mensajes de correo que provienen de una dirección única ej; help@dominio.com con el asunto ej; "cualquiera". De forma manual abro ese correo voy a más acciones, editar como nuevo, ingresó el destinatario que es siempre el mismo: ej juan@zoho.com , cambio el asunto "cualquiera" por otro ej: "mi asunto" que siempre es el mismo y le doy a enviar, porque el cuerpo del mensaje es lo que tengo que mandar editando la dirección de correo del destinatario y el asunto que siempre
Custom Login Not Working
Hello, Am trying to create custom login for my company. I have entered the same details as advised in the doc in my DNS Manager, but still custom login is not working can you please help. Type: CNAME Host: Webmail Points to: business.zoho.in TTL: 1 hour. Thanks Jude
Unable to Receive Emails after configuring MX, SPF and DKIM
Hi Team, I have configured the domain gokulcapacitors.com with right MX, SPF and DKIM records on my domain. But when I try to send an email to info@gokulcapacitors.com it give me an error Invalid Address, Error Code : 550. Can I get the solution for this problem?
Horribly slow, emails delayed up to 1hour...
Is there a problem today? Our internal mail has become spotty,and terribly slow. Please reply with an update. This is yet another major issue that will be a serious factor in my choice of email server at the end of this calendar year.
IMAP synchronisation
Hi ZOHO, I have IMAP activated on my account and I access my mails from two devices. Until 11th of July everything was working fine. Since 12th of July I don't see any new mails on the devices. But I do in the web mail client. Can you help? Thanks in advance. Regards Tomasz
group_concat trouble with a query
I am having trouble with line breaks being inserted into group_concat string when the value is non-existent (null). So here's the (joined) table, for example: Letter | Number A | 1 B | 2 C | null D | 4 E | null F | 2 so if I do: group_concat(DISTINCT "Number" SEPARATOR ', ') I would expect result being: '1, 2, 4' However, whatever I tried, I am getting: 1, 2 , 4 Can anyone help?
How To Display Calendly Calendar in Zobot
We are trying to integrate Zobot with Calendly. Is it possible to display a calendar view of open slots within the chat? We've read other articles on this community but can't get it to work and documentation is pretty vague. Any specific direction would be much appriciated.
Can I call a custom function from a button action function?
Most buttons that I have perform some common actions. For example, they perform a security check. The owner of the record must equal the logged in user. Or the logged in user must be the manager of the record owner. This prevents users from submitting changes to records they do not own. I would like to make a custom function called, say, userPermissionCheck that I can call within the custom action function for each button. Instead of including a copy of the code in 10 buttons, I would have 1 function
Loop Problem
I want to insert a record for every year on success but I have only the start date so I am not getting it how to run a loop. Please let me know as soon as possible.
I want to post something on my client field, and then I try to make a simple thing to post
For example, I hope to add a fax_number for my client, then I try to create a structure like this: var postInfo = [ {Fax: 'null' } ] Then if try to console.log(postInfo.Fax) it just show me undefined.
Scratching Email Status
Hello, Is there any way to create a workflow to scratch the status of email(opened, send) to put it in the custom field?
E-mail excluído
Como devemos proceder para recuperar E-mails excluídos?
Problems with Swedish characters when importing
Hi, first of I l really LOVE your product but I have one major problem right now: When I try to import contacts from Gmail I get ���. It all looks good in the pop-up, I see ÅÄÖ, but when I have imported the contact and look in the list I only see this question marks. Is this a know bug? I haven't seen any reports on it... I also have a request - it would be great if it was possible to sync contact date between Invoice and Gmail. I don't use Zoho CRM because it is to much for me so syncing back
Auto-populate selection from sub-form
I have two forms, one being a series of art works, the other being a list of experts who may write about it. I want to assign multiple experts to a work and then have a "confirmed" check box next to it. To do this, I created a form called Expert_Assigned, consisting of a look up field and a sub-form. The look-up field allows a drop down list of all of the art works. I select one. The sub-form pulls from another form called "Experts". If I type in a name, it adds it to the "Experts" list, which
Regarding debit note for late fee of due invoices.
Hi, We are using zoho invoice API to create automated invoices from our application for customer. previously we were collecting late fee with in invoice as adjustment and the template was fine. but now as business rule changes we need to raise a automated(through API) debit note to collect late fee each month for all due invoices and this should same as invoice except the following changes in template one we create and send to customers: header should be "Debit note" instead "Tax Invoice", invoice
Compare 2 fields of type date and time in CRM by Deluge
Good morning Zoho team, I need your help, I am performing a personalized function in which I verify that the data that has been entered in the subform, before going through the management approval, have the correct prices. Before that, I need to know if the date of inclusion of the data in my subform is less than my management approval date I have the following if(Datecomp(fechaInclusionAccesorio) < Datecomp(fechaAprobacion)) { //Function In Sub Formulario } else { info "Not
Email Campaigns and Automation
Hello, I had a few questions regarding email campaigns and the automation that goes with them. 1. If I send a campaign and the recipient opens it and clicks through it, can I then send another email targeting these people with an “are you interested in” email campaign. Essentially to try and get them to buy more products. If yes, how automated can this process be? Will I have to manually do this each time? 2. Can I target clients based on if they don't open an email? How automated can this be? 3.
How to show filed values on change of a look up.
Let we have two CRM module one is Contacts & other is Potentials. Now there is a look up Customer name (list of Contacts). There are three more fields like:- Email Cell Street Address Those fields are in Contacts module. Those fields should auto fill when change Customer name lookup is changed instantly. We want to change those values based on lookup instantly when user change it. before saving. Those fields are can be changed by user also. Can anyone give a solution for this?
Mailbox Keeps Accumulating Even When "Delete" Option Checked
I'm forwarding all mail from one of my inboxes to a Gmail account (no POP, IMAP, etc.). I've also set the mailbox to "Delete Zoho Mail's copy". However, the Zoho inbox keeps filling up, and I'm routinely getting emails that the mailbox is full. None of my other Zoho inboxes are experiencing this problem, even though the settings are identical. Do you know how I can resolve this? Thanks in advance!
How to Conditionally Format TODAY() Formula
Hi all! I am experiencing a problem with the conditional formatting. I am building functionality into my sheet which has dates in columns, however the dates have been created via a formula such as TODAY(). The way it is supposed to work is that when certain dates are reached as time goes by, the fields are supposed to change from green to orange to red. This would be fine under conditional formatting if the date was in the field, but the problem is that the formula is in the field, so it is not
Remove or re-assign Task sync from Project to CRM
I have a project template that has a lot of tasks & tasks with long checklists. This project gets re-created and repeated every 2 weeks. From within the project template creation place, under each task's 'other actions', I've checked 'Add to Zoho CRM' for all the tasks. Now I want to either stop some of the tasks from being sent to CRM, or re-assign some of the tasks to another user. I can't see any way to do either, whether in the Template (which is most preferable) or at the active project level.
Converting a Quote / Proposal into a Deal
Hello Is there a way to convert a QUOTE to a POTENTIAL? Right now, if one of my salespeople wants to create a QUOTE he would first have to create a POTENTIAL to then select it in the QUOTES page. I don't see the logic here, this should be the other way around: sales rep creates the QUOTE by selecting the products, and converts it to a POTENTIAL once the quote is sent to the customer, so he doesn't have to work twice for the same thing. Is this possible?
mail templates
Hi, "I have round robin functions"İt is providing to Assigns leads from the lead channels to another user.(Exmp.If leads come from facebook assignt to xxx@xxx user) But System does not detect round robin assigning lead to user. I am trying to when lead came and converted to contact + create deal, I want to send a mail templates with workflows from Deal module but it does not working. Can you help?
Option to enter and sear HSN in bills.
Choosing Vinyl Shutters To Get A Home A sink plays the main material which play key role for our own houses, shop and offices etc. While using the passage of time, sink as well come across significantchanges. Today, sinks are available many sizes, shapes, materials and purposes. Hence, they have classified into various company. People generallyuse sink taps in home kitchen. The main functionality of this tap will be always to rewash the spreaded garbage in the basin without turning off the movingwater.
How can I change the invoice as paid at App?
Hi there, My invoices are overdue because I have no idea how to mark them as paid. I found usage online, but I could not find how to change them as paid at application. Does anyone can help me with this? Thank you!
invalid valid passed for file name
I cannot attach pdf files. the names do not contain any strange characters and are named similar to other files that were updated succsffully one day ago. I tried to have a chat on line but she was useless and wasted my tim, I really need this addressed quickly so I can invoice my client
How good is Zoho Invoice with Zoho CRM?
I'm wondering how their Invoice module is and how well it integrates with their CRM. Is it flexible, easy to use? Is the time tracking feature worth being called so? What is your experience with Invoice? Thanks you!
I'm unable to migrate my gmail emails to my zoho account
I'm unable to migrate my gmail emails to my zoho account. I'm getting the message "Authentication details provided was rejected by Source server. Kindly provide valid username and password."
Zoho Writer Mail Merge fails when merging large number of records
I can use mail merge successfully when merging a small number of records. I tried merging 100 records and the process hangs, nothing happens, or a corrupt PDF file is created. What is the limit to the number of records that someone should expect to successfully mail merge.
Possible to turn off notification to agents when a new ticket arrives in a particular department?
To explain a little why we want this: We get automatic alert messages to our support email about the state of our product's servers (when they are down or experiencing a fault, for example). We want them to be in Desk so the information is readily accessible, so we created a department for them, but we don't really want to be getting the email notification every time they arrive. Is there a way to turn that off? We only want it turned off for one department. The notification settings that we can
ACCOUNT INACTIVE
Am having issues accessing my zohomail with this email address surelady@zoho.com as it says account is inactive. Kindly help me re-activate it.
Problemas com recebimento de e-mails de outras plataformas.
Pessoal, boa tarde. Na data de hoje minha caixa de entrada parou de receber e-mails de outras plataformas como GMAIL HOTMAIL YAHOO, somente recebe de próprio email da zoho. Alguém poderia me ajudar, pois já uso a mais de 1 ano e nunca passei por isso.
DEMORA NO RECEBIMENTO DE EMAIL'S
PECISO DE AJUDA, ESTOU TENDO UMA DEMORA DE 16 MINUTOS PARA RECEBIMENTO DE EMAILS EM MINHA CAIXA DE ENTRADA, O QUE EU FAÇO?
Receiving emails take one hour for attachments
Is there a problem here? Taking way to long to receive emails? Thanks
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