Viewing all tasks across projects
Hi zoho, How to view all tasks of one member across projects? Ex: Member_A: Have Task_A (T_A) on Project_A(P_A), and T_B and P_B. Thanks,
No Spam
I am not getting any SPAM email at all. This is causing an issue for me as sometimes, I get legitimate emails going to SPAM. But since I am not getting any SPAM emails, I never receive those emails and have no way of knowing. Can anyone assist on how to get SPAM email to show up. Thanks in advance.
Python 3 + API v2 - anyone have an end to end simple program they can share?
I'm finding the errors in the documentation versus what the API actually allows compounding the frustration of being able to figure out this API thing. Does anyone have a basic .py they would be willing to share (anonymised of course) which would get us started on successfully querying records?
HTTPS certificate not valid on knowledge base portal
Hi We requested 2 times already for our domain: https://kb.arinto.be/portal/home to be put on a proper working certificate. At this current moment it's still invalid and not secure. Some of the support guys said this would happen in a few business days.... Our customers need urgent access to this portal and some of our clients dont want to access it without a proper cert! Can this be made a proper working SSL certificate? Best regards Yeni
Zoho Source Code Form Captcha Error
We are receiving a "Please enter correct Code" error when implementing our Zoho form. We are using the Source version. Any recommendations for things we can check? We have replaced the Table html with a form html. We have used this set up for a year now and it worked fine. We have added new fields to our form so we are updating it. Here is the code. <div id='crmWebToEntityForm'> <META HTTP-EQUIV='content-type' CONTENT='text/html;charset=UTF-8'> <form action='https://crm.zoho.com/crm/WebToLeadForm'
Professional Version - Up to 15 custom profiles
Hi, I would like some more information about the '15 custom profiles' that are given in the Professional Version. What access could we grant users and how is it different than the 4 default profiles in the Standard version? For instance, could we grant guests or interviewers the ability to email applicants, set-up interviews or move profiles through different hierarchy? Warmly, Amber
Invoices from CRM not showing in Books
Hi, we have an integration between CRM and Books. Contacts and accounts are synced, but the invoices not. We had checked that the Sync Transaction Modules is active, but still, there isn't any invoice in Books. What do we do?
https://community.zoho.com/
Hi, Is there a Zoho application to create an online community? Something like this: https://www.salesforce.com/uk/products/community-cloud/features/ Thanks, Matt
how do i get my zb code
i need my zb code to reconnect shopify. how can i get this code? thanks Hasan
Can I order the legend on a CRM dashboard graph component?
Hi there, I have a graph on a dashboard within Zoho CRM, and I can't seem to order the legend numerically. (Please see screenshot attached). So, we have different stages of our sales pipeline, 1 - 4, but they aren't in order in the legend, and I can't find a way to list them 1 through 4 sequentially. Any ideas? Many thanks, Chris
Not able to save the docx file in server
Hello, I am using zoho office integrator in my web application to save the file back to server. But every time I tried to save file its showing error like this "There was a problem saving the content. Please export a local copy and try again later." I am referring this php code for saving the file: <?php $filepath = 'http://resumereview.in/helloWorld.docx'; $tmp_filename = $_FILES['content']['tmp_name']; $upload_status = move_uploaded_file($tmp_filename, $filepath); ?>
Not receiving confirmation mail from a website
I recently set up a zoho account. I tried to use the email id for opening a account in a website but there is no confirmation mail in the inbox. I have tried many times but zoho is not receiving any confirmation mail.
not receiving email
please help
not receiving email
please assist
Advanced User Permissions and Sharing
Just started using ZDocs. It appears that the security settings are blanket, in that all users either can or cannot save or publish all files in the system that are shared. This obviously makes no sense as there could be thousands of documents, each with its own needs for sharing and publishing. My question is: 1. Can you control publish and download settings at the document or folder level? For instance you may have proprietary information you do not want shared or downloaded, so users could not
Import Moodle Users into ZoHo CRM
Hi There, On behalf of a client I am working on their Moodle. They have recently purchased ZoHo CRM and want to get the Moodle users into ZoHo for use with sales emailings and follow-ups etc. Is there a way to import these users automatically? Are there ZoHo APIs I can use to make this seamless? Many Thanks Dave Emsley
Want To call Third Party Web serrvice using deluge script.
Hello There, I need Deluge script to achieve my requirement.. Requirement:- I have Third Party Web service for insert and delete record in/for my local Database. I Need To call this web service using Deluge script.on any event or using any function....!! Can anyone Help...!!!! Thanks in advance.
Zoho Webhook delay
Hi We encountered situations in which there is a delay of 10-20 min for Zoho to trigger webhook for new lead workflow rule 1. What is the maximum response time for Zoho to send webhook for new lead workflow rule? 2. Whats the reason for this delay and is t possible to improve it? Thanks
Zoho CRM Social
hi , I tried linking my twitter account with Zoho CRM social, But it was unsuccessful and i am not able to access the page now. The page now reads, " {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"} " and wouldn't let me access the page. "
Sending quote and email using templates for both
I tried to send quote but when it comes time to select template at the time the email is composed my email templates are not visible. That forces me to download the quote, create a separate email from Template then attach quote. Any ideas how to streamline this so it is a single process..
Zoho CRM -Products interface with Quotes and Profit Margin before submitting quote
Hi, I am trying to get some assistance with Zoho CRM, specifically "Quotes" - I have all my products entered with Retail/Unit/Cost information, but I cannot figure out how to create hidden fields, or a way to analyze my profit before submitting the quote - I am trying to find a way to pull that information from the products module so that I can view that as I am preparing my quote for a customer. Can you please help! Thank you!
Avoid auto-reset
Hi all, In our opportunity module, we have two field of Estimated Value and Contract Value. Estimated Value is a mandatory field when a new opportunity is created, and once the opportunity stage moved from identified to Proposal Sent, Contract Value become mandatory. It works perfectly fine when the update is done through the "edit" button. However, the Estimated Value field is automatically reset when the user click on the stage flow chart/line. Does anyone have the same experience or know how
Chat in Zoho support
Hello, I am on CRM plus plan and now trying to figure out Zoho support. We are using Sales IQ too..I see that there is a chat section in Support but says 'No chats'. I am confused as from the answers above I understand there is no differnce between Sales IQ and this Chat. Is there a way for me to access the sales IQ conversations etc in cat section of zoho support??
Problem with Call using Skype feature
In my Zoho CRM, using Google Chrome, next to all of Contacts' phone numbers is a little telephone icon. I am in the United States. Hovering mouse above this icon displays "Call using Skype". However, when using this feature, the phone number passed to Skype has a "+" symbol inserted to the beginning of it. So for example, if the phone number on a contact is (212)555-1212, the number is passed to Skype as +2125551212. To Skype, this is an invalid phone number. Since the plus is there, Skype assumes
Ask the Experts - Live Q&A session on Calendar, Task and Event Management in Zoho CRM
Hey everyone! If you're new to the Ask the Experts series, here's how it works and what it's all about - The Ask the Experts is a live forum discussion that happens on this thread. Starting from the time mentioned below, our experts will be available for five full hours, responding to your questions here. All you've got to do is post your question as a reply to this post. Zoho CRM has had quite a few product updates in event management as listed below. We're sure you'll have a few questions in
Preferred Vendor
What's the point of preferred vendor? I would have thought that if we specify a preferred vendor in an item, that when we go to backorder that item it would pre-populate the 'vendor' selector. Cheers
Would like to recover deleted emails
Dear Support, Some employees have deleted their email inappropriately. We would like to recover all those deleted emails ASAP. I have sent the detail to support's email & request ticket. We appreciate your quick response. Looking forward to hear from you. Regards.
Zoho ONEで使わないサービスを削除する方法
仕事で使わないサービスがZoho ONEに９つもあるのですが、 削除方法を教えてください！
SALE ORDER WITH CUSTOMER PURCHASE ORDER NO AND DATE
HI ANY ONE HELP ME TO ADD IN SALE ORDER CUSTOMER ORDER / DATE TO BE ENTER SO THAT WHILE CONVERTING TO INVOICE MY CUSTOMER PO AND DATE SHALL BE AVIALBLE
Duplicate Contacts
I want to import my contacts from Zoho CRM Leads. But we have a number of leads that are duplicated. It is a slow process to merge these within CRM. If we import them all into Campaigns will campaigns import the duplicates or will it recognize they are duplicates and skip? I dont want to end up sending the same email to a contact twice!
Employee (user) cost rate?
Is it possible to track user (employee) cost rate?
Department Setup?
Hi, Is it possible to set up company departments in Zoho Invoice? If so, is it possible to add users to specific departments? Is it possible to restrict users to their department dashboard, invoices, and timesheets? If it's not possible, what is the best way to set up Zoho Invoice for a company that has several departments and needs to have an admin with dashboard, invoices, timesheet access to all and department managers who only need access to their department?
Can a Zoho email address be permanently diverted?
We all know what a pain it is to get a new email address... unfortunately I will have to grin and bare it. I can no longer cope with the irritating Zoho webmail interface and the fact that it will not reliably remain authenticated for use in Microsoft Outlook. Quite literally I generate a single application use password, it works for one day. The next day I write a series of replies to find they are stuck in the Outbox. So I manage the password again, revoke all old ones and establish a new... it
Not recieving mail past May 31st
I'm able to send mail just fine and I've sent them to a couple other accounts of mine but this account past may 31st is recieving no emails into my inbox.
AA101:Oops! Something went wrong. Try again later
Hi i Can't create Account, it sued Error "AA101:Oops! Something went wrong. Try again later" I tried to create many rounds and did not get stuck in the Invitation list. Lastly, try to log in. It's suing. Ask for a phone number. Which doesn't know what number to use Thank you
Creating Contacts
Hi, When converting a candidate to a contact, is there a way to map all of the pertinent information over from candidate to contact (Job Title, Company Name, etc.)?
Retrieving a list of Custom Fields Through the API
In the UI it is possible to configure and view the available custom fields on a customer object by going to the URL https://subscriptions.zoho.com/app#/settings/preferences/customer/customfields Is it possible to retrieve the information listed there through the Zoho Subscription REST API? I don't see a corresponing endpoint in https://www.zoho.com/subscriptions/api/v1/
Locked out of admin account after removing Google email
Hi, I emailed support@zohomail.com over a week ago and got no response. I created a Zoho account with my Google account. Then I removed the Gmail account from the admin account. But now I'm not able to sign in to the admin account at all. The admin account is info@unboundmedia.ie The password isn't the same as my Google account for some reason, even though I logged in through my Google account. So it seems to have generated a random password. I also tried to reset the password and I can't even reset
Matching score
Hello, i notice since last week that the counter of Matching score is going crazy. It can go up to 1800%. Olivier
Cliq has "Mute" turned on after the windows app is restarted when it was NOT muted before
Please fix this by NOT turning MUTE ON by default so notifications are not missed. Muting seems to also disable showing @ mentions. I tested this with someone sitting next to me in DMs. I would not expect muting to prevent seeing the @ indicator for a new mention while I am using the cliq client. Please let me know if you'd like a more thorough explanation.
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