Zoho Recruit
Bonjour, J'aimerais continuer de tester Zoho Survey, car nous avons créer un sondage pour envoyer à nos clients,mais il semblerait que le trial soit expiré, avant même que nous ayons réellement testé avec le client. merci de me revenir JS de PerlesRH
This Operation has been restricted. Please contact support-as@zohocorp.com for further details
Hello, I am having this problem (This operation has been restricted. Please contact support-as@zohocorp.com for further details) and I can not add my domain. Encantodoce.tk ou Encantodoce.ml How to proceed? Help!! ********* Original em Portugues *************** Olá, Estou com esse problema (This operation has been restricted. Please contact support-as@zohocorp.com for further details) e não consigo add meu domínio. Encantodoce.tk ou Encantodoce.ml Como proceder?? Help!! Att, Luciara abreu.
How to View an Excel File residing on my server using Zoho Sheets
Please Help it is urgent any help how to pass a url of a file and view using Zoho Sheets .....
Redirect in Movil
My landing page does not redirect to the mobile typ, it sends the redirect to the Zoho page
No data of popup on 7/24/2019
Hi there I observed my data of popup, but no data shown until this morning. Is there any bug about popup?
Is a lead/contact added automatically to targeting campaigns on Google, Fb LinkedIn?
Hello, I would like to know A lead enters CRM through several paths... website, import, manually entered in the system etc. Then it should automatically be added in a list which also automatically should be used for targeting Audience in Marketing Campaigns via Google, Linked In and Facebook. Does this happen automatically ? Is there such an option ? If no ... What is the process that we need to follow ? If you have a YouTube link tutorial on the matter please refer it to me. Also please help
Contract Management?
I'm new to Zoho CRM and looking for a way to manage contracts. Specifically, we sell products and provide support for those products on an annual or longer basis. When a support period ends, we look to renew a contract with the customer. I want to have the contract details and renewal history in the CRM or at least linked. Is there a Contracts module or other way of doing this within Zoho? Any help is much appreciated.
Close my account
Hi guys, please, I need to close my account but I can't: when i try, the site gives me this message: You are an administrator of your organization : "ZohoNotebook". You should cancel your organization from Business, before closing your account. But I have no idea what it means. How can I do? Please, be kind, I'm Italian and don't speak English very well.
CRM Theme and skins
Hi, Is it possible to use a different theme on Zoho CRM? Not just the change the colour of the main panel and change dashboard layouts but use a custom theme, like a different background image and different side panel colours?
Editing template for mass email
Hello, We are sending Request for Quote to our logistic partners on a regular basis (one, twice a week), to get quotes for several destinations. We would create a template in the CRM Settings for that, then do a mass mailing to our vendor contacts. However, sending a mass email in CRM doesn't allow any edition. As changes between 2 email are just a little (basically date and destination), this is inconvenient. There are 2 problem there: - our sales team, marketing team and logistics team are too
How to close folders in Zoho Mail application
It would be really helpful if in the Zoho Mail mobile application there is a way to close the subfolders. Until now all the folders are opened and it is really difficult each time to scroll down (especially if the parent file has hundred of subfolders).
Status on spell checker for the web version of Notebook
Is there any idea as to the priority of adding spell checker to Notebook?
Canvas View Contact Field Feed
In my custom canvas view I have two field I can add Contact Name Contact Email But what is displayed is not consistent in the canvas view for these two fields. I cannot figure out what actually feeds these fields. I have Contact Roles chosen in the deal I have the contact associated with account and the account associated with the deal. And only a few are show the contact name and none are showing the email in the canvas view. What field is feeding theses in teh Canvas view so I build the proper
Connecting Vertical CRM to Zoho Books
Getting this error message below when trying to connect and test Vertical CRM to Zoho Books "This user belongs to multiple organizations, hence the parameter CompanyID/CompanyName is required for associating this user to a specific organization" Do I need to set up a new trial of Zoho Books to get this to work?
Sandbox testing Zoho CRM
Hi Z Team, Having a sandbox testing function for Z CRM would be a great help as i am always looking to improve our system however some of the changes can be quiet a different way of thinking or working. This is where Sandbox's come in as they allow admins to write new work flow rules and test new ideas before changing breaking the system or the old way of working, potentially losing information and costing money! Please Please add this function as soon as you can!
Help with Company based Subscriptions
Hi, I'm currently testing out Subscription in the sandbox, and am struggling to see if im able to use it to allow users to set up a company, that company then subscribes to 'licences' for my web based program, and then assigns it to their users. I want the licences to be grouped and invoiced for on a specific date, and money taken by direct debit. I intend this to work the same as Zoho CRM works. However, It only seems to allow for single user subscriptions and not any group licensing as above.
Dashboard
I want to see all leads(meaning:whic is converted leads and still inside to lead module leads together) How can I do tat?
In Admin view, create a "View As X User" feature
Please consider creating a way for the superadmin to see how other users based on their role will see the CRM or a particular module. This becomes difficult in seeing whether validation rules or permission changes are effective unless you have the logins for a different user to test. As a superadmin, you should be able to view the processes and do tests as a different user.
How to Test as Specific Security Profile
I am an admin configuring ZoHo CRM. How can I test that a user of a specific profile/role sees what I want them to see? As an admin I see everything. Something like a RunAs feature?
Print of Expense Voucher
Dear Zoho You do not have feature of generation of Expense voucher to be printed.We need to file expense documents along with Expense vouchee. Can you not provide a print option of the expense entered in Zoho
Default Task Value from Lead Module
I created a function to default the value of a custom field in the task module based on the related lead. I marked to execute whenever a task is created or edited. It only runs when editing but not when creating? Is this a bug or something missing? Created in Automation | Actions | Custom Functions and defining taskId argument as Task.TaskId and leadId as Lead/Propsect.Lead/ProspectId. Any thoughts on why this doesn't fire on create?
553 relaying disallowed - from gmail to zoho mail
my domain email @websitedepre.com , example administrator@websitedepre.com not receive any email from gmail, but yahoo, hotmail is ok from gmail alert : Câu trả lời là: 553 Relaying disallowed Final-Recipient: rfc822; admin@thietkewebvyta.com Action: failed Status: 5.0.0 Remote-MTA: dns; mx.zoho.com. (204.141.43.221, the server for the domain thietkewebvyta.com.) Diagnostic-Code: smtp; 553 Relaying disallowed Last-Attempt-Date: Sat, 16 Dec 2017 20:00:15 -0800 (PST) Please help me
Is Zoho email backed up?
Hi all - I haven't seen this addressed explicitly. If Zoho experiences data loss, are Zoho email accounts backed up such that they can be recovered completely?
Marketing Hub Integration
1. I am trying to integrate Zoho Backstage to marketing hub. How can i know who is the owner for this portal? Or how can i add another company URL here? 2. I also would like to link my zoho survey to marketing hub, please advise. Thanks
How to Fetch Yesterday's Date Records on Update those records on Schedule Workflow
Hey there, I am trying to create scheduled workflow on daily basis where yesterday's balance becomes today's balance by fetching yesterday's record. How Can I achieve such using deluge workflow? Any help would be appreciated. Thanks in advance!
Inability to Post to Twitter
I just set up a Twitter presence and connected Zoho Social to the account. The setup is complete; however, whenever I go to post, I get an error that it cannot post and that I should wait for five minutes. It's been saying that for some time now. I've checked my Twitter account, and there's nothing amiss with it. I can post directly on it. Any idea on what's going on?
Twitter
No posts getting pushed to twitter ac. Checked my twitter ac insettings/apps and zoho in list. Not even a simple post with no images is published. Alert indicates to try again in 5 minutes.
Basic record update on other form
Hello there, i have a simple question but can't find the answer on forums or examples online. I have 3 forms On the 1st one I have the details of all the clients (Vendors and sellers). It has also a dropdown field (Buyer or Sellers) On the 2nd I have the products they want to buy (If buyers) with the prices On the 3th I have a form with products and price they're selling products (If sellers) I'd like that when I add a new client, if he's a seller to open the form "Seller" and update the lookup field
Ability to view or open multiple tickets at the same time
We are the "middleman" in our industry and we work between customer and client. Often times, we are multi-tasking and need to have multiple tickets open at once. I would love for Desk to be able to allow users to view OR open multiple tickets at one time. This feature is available in Zendesk but we are moving to Zoho so we are hoping we will be able to do the same multi-tasking.
ユーザーさん：ブループリントってどんなものでしょうか？
Zohoサポート：プロセス条件を満たすデータがプロセスに適用され、 ブループリントで指定された移行担当者がそれぞれの移行を実行できるようになる機能です。 業務のフローが固まっている組織に使用すると大変便利です。 詳細については下記のリンクをご覧ください。 https://www.zoho.com/jp/crm/help/blueprint/execute-blueprint.html
My Zoho email is Greylisted
A number of organisations have contacted me advising me that my email address always bounces. The error message that they receive, states that my email is greylisted. My email is hosted on Zoho. Can you please advise, how can I stop my email from being greylisted...
Linking a campaign from Zoho Campaign to CRM Campaign
When you create a campaign in the CRM, on expectation is to create an email campaign in Zoho Campaign, and possibly a social campaign using Zoho Campaign. Now, email and social campaigns are activated independently of CRM Campaign. Only Leads and contacts are the links. How Campaigns and Social (and results) can be links to Campaign and see the Cost, Revenue of this Campaign?
disabling or editing Quick contact form
Hi, When creating a new opportunity, when selecting associate contact, you can create new contact from the last link of the dropdown menu. Problem is that the Quick Contact form doesn't follow our workflow: To be on the Contact list, all fields have to
Hiding fields (label and value) when value = 0
HI, I'm building a template for our estimates. I currently have a problem with the discount field, which should not be displayed when there is no discount, and displayed when there is one. We do not want to show our prospect that discounts may be possible
Update
Hi guys, cannot open the latest update on iPad. Lost all my notes, hopefully temporarily. thanks
How can i upload a file using ZOHO CRM V2 to my image file upload Fields?
Please help me in uploading a image file to my Zoho CRM (Potentials) with custom layout using ZOHO CRM API V2 . I am inserting all text data using ZOHO CRM API V2 but facing problem in uploading a files to custom File upload fields . Thanks
Edit Client "My Information" fields.
Hi when a client goes to the client portal and signs in, then say wants to edit their information ("My Information") . is it possible to add extra fields to allow them to update say address, phone numbers etc that feeds back into their record in Desk (and then to the CRM.) I have searched at length but cant seem to find this Kevin
Locked out of Zoho Desk (domain mapping)
I applied the incorrect url in the domain mapping and now locked out of our ZohoDesk account. We have no accesss to ZohoDesk log in credentials or UI. How do I gain access? Can you fix this please?
Re- Alphabetize Ticket Fields
We have a ticket field called "sub-category." Sometimes it's necessary to add new options to the picklist. For agents, the new options are alphabetized correctly in the list. However, in the customer portal, the new options appear at the bottom even after using the "sort alphabetically" tool in "Edit Layout." Do you have any suggestions on how I can alphabetize the fields with new additions?
Zoho Mail Admin Panel not opening
Hi, I'm trying to open zoho mail control panel (https://mailadmin.zoho.com/) but instead of loading control panel, it redirects to https://www.zoho.com/mail/ this address and I cannot open that page at all! Is there any problem?
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