cambie de numero celular y no puedo ingresar a cuenta administrador
buenas, cambie mi numero de celular para la verificación de una cuenta administrador y ahora no puedo ingresar ya que el código de verificación lo envía al numero de celular q ya no tengo, como lo soluciono
このコミュニティを使っての感想と要望
みなさまこんにちは だいぶコネクトから移行？して時間がたってきたと思います（一か月？） 勝手ながら移行の感想と要望を書きます コネクトでZOHO CREWを運営されていたときは うまくスタートして、岡安さんや藤川さんから自己紹介してください というアナウンスがあり、割とZOHO SHIPSの会場でお知り合いなった流れで質問もできて 自分の自己紹介や相手の自己紹介で「ああ、会場でお見かけしたXXXさんだな」 というようなCREWメンバー団結？っぽい雰囲気ができあがっていたと思います このコミュニティでもまずは詳細な自己紹介してみようと思いますが プロファイルには添付した一般的な内容が記入できますが 下記のようにユーザー歴やZOHOの何を使っているかなど記入できません さらにこの内容も他の方と共有できるのか？もわかりません そこでこちらでの感想ですが CREW から コミュニティへの移行案内が事務局からあったので しばらく投稿してみましたが、どちらかというとSNS的な役割でCREWとは違うのかな？と思います。 今は、ここでは お互いそこまで知らない同士でのアドバイスですのでちょっと深くはなりにくいので
CRM API V2 REST API - Product_Details fields insert documentation
Hi, I am having a hard time to guess the fields that are editable in the Product_Details section of Invoices Modules via REST API (https://www.zohoapis.com/crm/v2/invoices/upsert). I want to update those fields in the picture below. Do you have any sort of documentation or an example in json ? Thanks for the help.
【CRM】複数選択項目のレポート出力
ポスティングのような案件ごとにエリア指定があるサービスにおいて、商談の項目に複数選択できる箇所を用意して、○○市・○○町などの選択肢の中から必要な分だけ選択する仕様にしているのですが、エリアごとに受注済が何件あるか表示させるレポートが作成出来ません。 色々と試してみたところ、複数選択の部分はレポート軸に設定することが出来ないのだろうと思っているのですが、解決策のアイデアがあればご教示頂けると幸いです。
Zoho Marketinghub + Analytics
Any idea when Marketing hub will be linked to Zoho Analytics? For reporting purpose and customer success, this would be great? Regards, Carsten
Please Wait is not at the scroll location
Hi, I've had some really quirky drama's with my forms and Zoho insists they can't do anything about it so I'm looking for any and all help. The sole reason I put this client with Zoho was their form capabilities and now they aren't working as they should which has been supremely frustrating. FIRST CHALLENGE: We have 2 forms for clients to complete which are quite long and involve them uploading up to 5 images. What is happening is that the "please wait" that should tell the client that something
Upload Problem web app
Hi I created a Team Folder and upload 10.52 GB but when I try to upload more the menu to upload not load and I'm unable to add more content. I made logoff and login, tested from different browsers and computers with the same problem. I uploaded using web app. Thanks
Remove myself from Zoho Campaigns
Hi, can you help me remove myself from my Campaign Organization?
CRM App only usage
Has anyone had success in using the CRM App only for all activities. The question is basically can a Sales person on the road do with a Mobile Phone only using the App and NO Laptop \ Computer. Thanks,
Getting 553 Relaying disallowed
I am able to receive emails domains other than .gmail.com but get error "The response from the remote server was: 553 Relaying disallowed". Please take a look. Email: contact@bucksboss.in I have also added the required MX and smtp values on my domain DNS
Contacts question
I am a little confused about how the contacts in the different apps interact with each other. I assumed that if I added a contact in Zoho Contacts Manager that it would automatically show up in the contacts tab under Zoho CRM. When I look at the two it appears as though they are not related and I have two sets of contacts. My question - is this correct? Is there a way to sync contacts across all Zoho apps? Thanks in advance for clarifying this issue for me.
Zoho Phone Bridge
Why is this feature only available to Enterprise customers? Phone Bridge would be so handy to all Zoho users - I have a Twilio number but cannot use it with Zoho - which is a shame because I will never need some of the Enterprise features - except the Phone Bridge. Come on Zoho - make this available to all users!
How to change ownership of the reports integration
Is there away to change ownership of the Zoho reports intergartion from one CRM admin to another? Scenario: In the process of demotiing on user as Admin - but this user has been setup as the Zoho Reports integrated owner. We can deactivate the integration but then everyhting will be deleted in Reports, which is a bit odd: evrything or nothing it seems to me. As a by the way, there doens't seem away to change the main admin in reports either. Would be nice if there was one central place you could
Applicants unable to submit their forms
We have had a number of people complain that they are unable to submit the form. Often they get an "error 404" and all or some of their data is lost when they hit the "back" button on the keyboard. The error does not seem to be associated with browser or OS variations. I have sat with three of these people and ensured the form has been correctly completed and seen the error message. I have then used my own laptop and mobile internet and been able to submit with no problems. The applicants are
Email Templates Not Flyer
I would like to create email templates for prospecting and follow ups. I have several emails i send regularly asking for introduction, then follow ups and so on. The email template options i see are for marketing and flyers. Is there an email template option that lets me send a regular email. I see the plain test option as well but that doesn't allow me to insert a signature that looks nice. Bottom line, i would like to create templates to look like regular emails. Please help.
Email verification
Does a lead have to confirm their email address after filling in a form form before we can market to them? Or is there a setting to put this off. Thanks Shaun
Unable to access zoho desk application
Hi i am facing error message displayed below while try to access ZOHO Desk app. User ID: 60001433322 please help me as soon as possible. Looking to here from you . Sorry, this page doesn't exist. Please check the URL or go back a page. 404 Error. Page Not Found. Thanks
Note Management
I need a help about note management For example; As we know, all the notes related to a record are displayed in the Contacts Module and all notes of this record are mixed in this Modlule(Deal notes, Contact notes, Payment notes, etc.). What I want, When I view the contact in Contact Module ,İs it possible to view only the notes related to the deal from the notes section. is it possible with any extension or function.
separate Notes
hi all, I need an aidea, Example, I can wiev one customer's Deals note in Deal module,Contac notes in Contact modüle...Etc and this customer has 3 deal. For example ;Deals name are A B C . I can wiev A's note in A deal,B's Note in B deal C,s note in C deal and we can wiev all notes in Contact module.User want to in contact module's notes ,wieving notes like" select and wiev just deal notes, just contact notes etc..." İs it Possible with extantation or script?
How do I manage contacts who change companies or quit?
Hi, In the industry I work, we often see people changing employers. Company A and Company B are both our clients. Mr John Smith was a client of us when he was with company A. But since a couple days, he now works at Company B and he is still our main contact in the new company. How should I manage him? I thought of those options but none satisfies me: 1- Create a new contact and keep the ''old'' one with ''OLD'' written in his name. 2- (I actually did that and I'm not sure if thats good) i just
Mark Zoho Commerce Members as Tax Exempt
Hello, I currently sell my items wholesale, and 90% of my customers are tax exempt. In Zoho Inventory I mark my customers with the tax exempt code "G - Resale" to make sure tax is not collected by our integration with Avalara. is there a way to mark our members as tax exempt in Zoho Commerce? 100% of our members will be tax exempt. Thank you! Spencer
Zoho User Group in Minnesota
Wondering if there are any Zoho CRM user groups in the St. Paul/Minneapolis area?
Bulk Editing Not Working
Hello, I am having an issue with the Zoho Commerce Bulk Edit Procedure. My goal is to mark all my items as "Not Visible in Store" by editing the CSV column from YES to NO. However, when i try to reimport the CSV the way the instructions tell me to, i get an error message that tells me all of my products already exist, and none of the records update. Has anyone else faced this issue? If so, how did you get around it? Thank you!
Spotlight 03: Connect and deliver more effective trainings with ShowTimes' Viewer app
With the growing need for virtual classroom learning, the use of mobile and tablet software is quickly becoming the most convenient way to share knowledge between educators and students. According to a 2018 study, nearly 67% of digital learners now use mobile devices to complete their online coursework. Additionally, smartphone learners complete course material 45% faster than those using a computer. Considering these facts, we now introduce our next community spotlight series that will focus on Zoho
Report that summarises email bounces and opens with both contact name and account name
Is it possible to create a report that includes email template name, bounces and opens with both contact name and account name?
Error "The supplied email ID already exists."
Good afternoon,
I am trying to create an email in my account and I get the following message:
"The supplied email ID already exists."
The email I'm trying to create is lincoln@belasco.com.br.
Any suggestion?
Image Upload Quality
Hi! I just started using zoho social and the last two times i have scheduled posts to my instagram they have posted in a lower quality so I ended up deleting them and re-posting them by hand. Is there anyway to solve this issue perhaps in my settings?
Custom Email text for scheduled sending of invoices
I can only edit email-text when directly sending the invoice. If I schedule the sending process, I don't get the message window.
Can charge a card, but not save the same card
I need to enter some cards for clients who are on autopay. We are using authorize.net (who are ridiculously unhelpful). I can run Mr. A's card. But if i try to run and save it, it won't go through. If I try to go to his contact page and "add new card" it won't save it. Tried with about 3 clients, all different card types, no luck. Zoho says my error code is "E00027" which authorize.net's website says is something about australia processors, which isn't us. Zoho help also says its something about
Add Tasks to the calendar
Can you add tasks to the calendar rather than only showing events. For example, when we are calling prospects and set up a time to call someone specifically, we would like to see that in the calendar view. We hardly use Events, especially to categorize
Colar imagem no corpo do e-mail
Bom dia! Sempre colei imagens no corpo do e-mail, porém de uns dias para cá, as pessoas tem reclamado que a imagem nao está indo mais, segue exemplo
Tip of the Week 36 - What is unique open and how to boost your email open rate?
Email marketing thrives on the foundation of various metrics, of which one of the most important is 'open rate.' Open rates in actuality refers to the number of times your email is being opened after it is sent to your receivers. Sounds simple, seems gettable, but we all know about 'Open Rate', don't we? What remains to be addressed is altogether a different but connected concept. It is known as, 'Unique Open Rate' So, what is unique open rate? How do you achieve a higher unique open rate?
IF THEN syntax error
Hi Guys - I'm getting the Syntax error below on this IF formula: IF( ${Leads.No. of Employees} > 2999,${Leads.No. of Employees}*(4.90/0.7)*12, IF( ${Leads.No. of Employees} > 1499,${Leads.No. of Employees}*(5.90/0.7)*12, ${Leads.No. of Employees}*(6.90/0.7)*12 )) SYNTAX error message: Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are formatted like this: ${Module Name.Field Name}. Grateful for any tips on solving please.
Zoho CRM API - Insert and update in one call
There is Zoho CRM API method: "insertRecords" that takes parameter: "duplicateCheck": duplicateCheck Integer Set value as "1" to check the duplicate records and throw an error response or "2" to check the duplicate records, if exists, update the same. But I want to update and (at the same time) insert my data. When I'm calling this method with "duplicateCheck=2" - only duplicated rows are updated and not existing rows (in ZohoCRM) aren't inserted. Result of this call is - ids of rows updated. Can
Facebook Location Pages
I have a main brand page and facebook location pages under my main brand page that I would like to post directly to. Is this possible with Zoho social? When I link my facebook it only shows the main brand page not my location page. Thanks
商談タブで入力した販売台数を取引先タブの累計販売台数へ反映するカスタム関数
商談タブ：販売台数(UnitSales) 取引先タブ：累計販売台数(TotalUnitSales) 商談タブにて販売台数を入力し、 取引先タブの累計販売台数へ反映させるワークフローを作成したいと考えています。 ワークフローは上図のように設定しており、 販売台数の入力と商談成立が起動条件になっています。 関数の中身なのですが、下図のように設定したところ、 「Save & Execute Script」で試すと狙い通り"TotalUnitSales"の内容が更新されるのですが、 実際に商談を作成/編集してもこのカスタム関数が動作していません。 （確認用にこの関数と同時にメール通知も設定しましたが、メール通知は動いていましたので、ワークフロー自体は起動しているようです） どなたか関数の内容、または根本的に違う部分がありましたらご指摘頂けないでしょうか？ また、この方法ですと商談の販売台数を編集してしまうと整合性がとれなくなってしまう問題がありますので、各商談の販売台数を合計した値を累計販売台数へ反映する関数をご存知であれば別途教えて頂ければ幸いです。私の知識ではこれが限界でした...。
Removing fields from form
hi all, i’ve serached The forms but am unable to find an answer. I’d like to remove the fields “referrer name” and “task owner” fields. I’ve attached a screenshot
API "Unauthorized request." Error 1007 from any call
Hi, I am using following python code to integrate listsubscribe endpoint of List Management API (https://www.zoho.com/campaigns/help/developers/contact-subscribe.html) using v1.1 listKey = "f2************" url = "https://campaigns.zoho.com/api/v1.1/json/listsubscribe" data = { "resfmt" : "JSON", "listkey" : listKey, "contactinfo" : { "First Name": "aaa", "Last Name": "bbb", "Contact Email": "abc@abc.com" }, "sources" : "comingsoon" } r = requests.post(url,
Stateless Form "Error at on click script."
I have a stateless form in a creator app. It has an onload script and a on-user-input script. Both use values in the form to calculate and populate other values in the form. I added an onclick script for my submit button, and regardless of the contents of that script, when I click the button, I get an alert that reads: "Error at on click script. Note: We are working on giving more meaningful error messages on script failures." I have tried making the script empty, only having an assignment (eg.
Custom Field as header- large font on a one field on a customer template
I use a custom template (invoice) to create shop floor work orders. They show only the pertinent information for the shop and are uncluttered by unnecessary info. We utilize custom fields for modifiers, order dates, and dimensions. One of the custom fields
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