Change Authorship/Delete Personal Information
I'd like to know if there is a feature to change the authorship of a zoho document, or when you save it in a different format like docx (not just change who the owner of the document is). I'd also like to know if there is a way to delete the personal information that may be attached to a document. Would appreciate being able to have documents that are anonymous/ don't contain my personal user information.
Tag Scoring
I propose TAG SCORING. This way we can increase and decrease the SCORE attributed to specific TAGS. For example, if a lead is often clicking through a particular interest, for which we have assigned a particular tag, over time, we can then see that out of all the "interests" we've tagged them for clicking through, they are scored the highest amount of interest for one particular tag. Or so, if someone showed initial interest in a topic that we tagged them on, but over time they continue to not engage,
FILL DATA IN 1 FORM FROM ANOTHER FORM BASED ON CONDITION
Dear All, Basically we area recruting consulting firm and we have clients paying us different recruting fees, Have created a form with candidate data where ,when i select the client name,i want the recruting fees automatically populated,which is ther is another form filled against the client. Can anyone help please Rgds Vijay
quote and sales order value as KPI
Is it possible to show a KPI with the sum of the value of quotes (in a period) and Sales Order (in a period)? I can't find a solution for this
How do you join tables?
I am trying to join tables to create a report combining them, but any documentation explaining it or instructional videos are showing "Edit Design" button which needs to be clicked in order to create lookup columns. However, I simply don't have that button on any of my tables. What am I missing?
Validating Variable
My form has 200 questions and the question A is the 5th question. So how can I to restrict the user to go to the 6th question until unless he/she enter the correct value in the 5th question?
If max number of student exceeded in the class
Hay, I have a Form named as add_class 1. school_name (lookup field) from Form school_master 2. program_name (single line field) 3. max_student (number field) 4. start_date (date field) 5. end_date (date field) And in my website there is Form named as Registration. Which have many different fields including school_name, program_name, start_date and end_date . what i need is when the max_student value exceeded for that particular program_name in that school_name then nobody can
Self-Disabling email accounts
Hi folks, I have 4 mail accounts set up within Zoho Mail. Every couple of days or so, I spot that 2 of them suddenly aren't showing any new incoming mail. When I check under Settings, I find that those two have the slider 'Enable / Disable the account' toggled over to disabled. I can re-enable them okay, and then they start working, but I have to keep doing this manually, every few days once I've spotted the problem, and it's quite disruptive. It slows up my email / business and drives me mad. The
Check if There are Any Active Tasks on Lead Before Creating New Tasks
Hi, I am working on creating a flow such that the trigger will be a task being completed. I want to create a new task very time a task is closed but only if the Lead on the task being closed has no more additional open tasks. I am having a hard time running a check/search on the Lead associated with the tasks that was just closed to see if they have any open tasks. Is there a custom function I can write to check the number of open tasks on a lead? Any help would be much appreciated
Zoho Books - Fonts for printing LX 310
I am using a LX 310, the invoice prinitng in Zoho Books is not clear. Hence need assistance, on the setting that should be used in the invoice template for Zoho books, the font size and format to be used to get a clear print.
Mail account disabled
Hi, Mail id : parth.dedhia@travassa.in I have unblocked it from the control panel but still the account is disabled. Please help with this !
Best Way to manage single customer with multiple annual subscriptions
We have an annual software subscription and a client who will be purchasing multiple subscriptions (lets say 500) over next few years. For example, the subscription costs $100/year and the client signs up for one on 5/3/19, 2 in June (6/5/19 & 6/10/19), 3 in July (7/2/19, 7/3/19, 7/5/19), etc. We don't want to bill them $100 on each renewal date (1 in may, 2 in june, 3 in July, etc) as that would alot of invoices / payment activity as they eventually reached 500 subscriptions. How could we set
Send a ticket to all the contacts of the same account
Hi! Some tickets I publish are useful to all the contacts of the same account. I´ve already created a checkbox field when the ticket must send a notification to all the contacts of the same account. The problem is that I don´t know how to code using the custom function. Someone could help or any other option I might use?
How are companies tracking administrative (non-project) based time
We are considering using Zoho One (People for time tracking). Historically we have tracked time based on activities and categories vs projects. We service clients and most of our work is billed to each client. For time billed to generic, non-project based activities (i.e. attending training, going to a recruiting event, etc.) how are organizations tracking this time? Are you setting up an internal "client" with a project as "admin" that is open to everyone? Is there a better module to handle this
ERRO ao receber mensagem
Não consigo receber mensagens pelo outlook só enviar!! Este erro ocorreu agora! Já acessei minha conta pelo zoho e mudei a senha para verificar se talvez não havia dado Detalhes Uma tarefa'luizcarlos@temfruta.com.brA tarefa'luizcarlos@temfruta.com.br - Recebendo 'um erro (0x800CCC92):' O servidor de email rejeitou seu logon. Verifique o nome do usuário e a senha desta conta em Configurações de Conta. O servidor respondeu: -ERR Authentication failed ' Como resolver? grato Luiz Carlos
Outgoing and incoming emails block
Hi, I'm triying to activate emails for my account since I exeeced the quota, delete a big chunk of emails and get back to 94% and I'm still unable to activate the incoming and outgoing emails. What can I do?
製品カタログ管理はzoho oneのどのソフトが適していますか？
こんにちは タイトル通りですが、製品カタログ管理はZOHO ONEのどのソフトが適していますか？ または皆様はどのように管理されてますか？ ZOHO CRM の商品に添付？ ZOHO docsやteam driveにCRM からリンクして管理？ いろいろ考えられそうです
WordPress用プラグイン「Zoho SalesIQ1.0.8以前のバージョン」に複数の脆弱性
WordPressにSalesIQのプラグインをインストールしていて、バージョンが1.0.8以前の場合、プラグインを最新化する必要があるようです。 心当たりのある方は、アップデートをするようにしてください。 WordPressのプラグインを使用していない場合などは特に対処は必要ありません。 https://scan.netsecurity.ne.jp/article/2019/06/04/42411.html
Mx record
Hi, After my trial for business plan expired and i was moved to free plan, i cannot send emails. Mx records not configured and SPF need to be updated. I have checked the Domain, everything is configured as the domain was bought thorough Zoho.
MailBox is in disabled state,hence operation not allowed.
Hello, Can you please tell me how to delete a user completely from Zoho Mail? I have no idea how to do it. I provided a screenshot. Videos or screenshots would be very helpful in fixing and answering a bunch of the questions people ask on here. Thanks in advance for your help?
Match End User Timezones on Emails
Let it be know I am a HUGE fan of MH. :) When you are configuring a journey to send out an email you have to pick a time you would like to send it out. This works great if ALL your customers are in the same timezone. It would be very helpful if you could align with the timezone of your user. Meaning if you want to send an email at 8:00PM this would would vary depending on the timezone of your customer. I believe this function already exists within email campaigns. It would be ideal to see if
Posts are all failing as of Tuesday 28 May
I get the message: Here's what went wrong: Twitter Profile: Sorry, we couldn't publish this. Facebook Page: Sorry, we couldn't publish this. Instagram Profile: Something went wrong with Instagram. It was working fine before this. What is wrong with it? This is a very critical time for our marketing so we need this to be working.
Page Panel - distinct count for subform
Hello! I'm setting up a volunteer database for my organization, and I'm trying to capture how many volunteers we have in a given year. I've set up a main form for volunteer profiles, then a subform to record their hours for various events. I have a page set up where I'm putting some stats for us to look up easily, one of them being how many volunteers we have in a given year. I connect the subform to the main profile form via a "Vounteer ID" number that I created and then linked to the main form
The email address you have entered belongs to a different deployment/region
Hi, when i try create new email address which belongs name ibrahim@aco-law.com got message error "The email address you have entered belongs to a different deployment/region" Kindly need your help and revert Thanks,
Information we have in campaigns is not being updated from the crm.
I tried to initiate a manual sync but get the following message: Immediate sync can be initiated only for a maximum of 5 views in a module. I don't see a place or option to change that.
Problem with creating item to Zoho inventory with POST request
Hello, I am trying to add item to Zoho inventory using nodejs POST request. But I keep getting the following error: {"code":4,"message":"Invalid value passed for JSONString"} Here is the code for the POST request: let form = { unit: "qty", item_type: "inventory", product_type: "goods", is_taxable: true, description: "description", attribute_name1: "Small", name: "Bags-small", rate: 6, purchase_rate: 6, reorder_level:
Zoho Recruit API specific columns
I am trying to fetch only contact details from candidates and contacts. What would be the correct url?
This domain is already associated with this account
when I try to create an email with my domain "www.cjota.com.br, the following message appears This domain is already associated with this account "a*****o@c*****". but I do not know this email registered. I created the domain yesterday. How can I solve this?
create global custom views on Project screen that other users can access
Need to be able to create custom views on project screen and determine the columns and filters much like Zoho CRM works. Need to be able to assign the view to different users or all users. Right now, I have to customer the columns per project per user. that is not practical. There are a number of fields we don't have any use for and they show up by default.
Create New Organization in Email API Integration
Hello, We have got enrollment into Zoho partner program. As per our requirement, all user's of our application will get an email address froZohoho which will be configured for their own domain and organization details. So, for every user registered with us, will have his/her own organization created and email addresses for the domain registered. As per Email API documentation, there are API to get Organization related information but there is no API mentioned to "Create a New Organization" in Documentation.
How can I create a report based on users roles?
I need to create a report based on CRM showing the accounts per user role. I don't see any way to get the users roles on reports. Can this be done? How could I achieve that?
Linking two modules within CRM.
I work for a digital marketing agency. Right now, whenever we convert a lead into a contact, it will put that lead into the "Accounts" module. What we want, is that whenever we select a project as "Active" under the "Rating" field in the "Accounts" module, that a corresponding record will created in our custom module, "Current Accounts". The idea is that the "Current Accounts" module will contain ONLY our active clients, all based upon whether or not the "Rating" field under "Accounts" is marked
ID de e-mail já registrada / Email ID already registered
Bom dia. Ontem tentei cadastrar o dominio otricomunica.com.br porem o SMS de confirmação demorou a chegar. Tentei cadastrar novamente. Ao informar o email fabio@otricomunica.com.br disse que o telefone já existia. Hoje finalmente consegui cadastrar o dominio. Porem o sistema diz que o email fabio@otricomunica.com.br já existe e não pertence a minha organização. Como faço para excluir o email fabio@otricomunica.com.br e depois adicionar este mesmo email em minha organização? ------------------------------------------------------------------------------------------------------------
Cannot Enable IMAP or POP
Hi, I tried to set " IMAP Access disabled " to " IMAP Access enabled ", there appear error message indicating " Available exclusively with the paid plans ". How do I save this settings to configure Outlook?
Connexion impossible depuis l'application IOS
Je voudrais me connecter à mon compte depuis l'application mais impossible. Une page blanche s'affiche est impossible de pouvoir ouvrir la page web de connexion. L'application fonctionne bien sur 3 postes avec le même compte mais pas d'accès à mon compte sur d'autres postes. Il y a t'il un nombre limité de connexion au même compte ?
Not able to create sub-domains
I purchase jobtrackable.com from Zoho and I have been trying to create a sub domain app.jobtrackable.com but it is showing an error. I only want to create a sub domain and don't require any email associated with that sub domain. I am on the free plan but I fail to see why I am not allowed to create a sub domain. All domain providers have this feature but only Zoho seems to lack.
How to I login to the Notes App on Mac?
I just got the notes app on Mac, but there is no place for me to login to my account. Is there a way to do this, or are my notes just stored locally?
Report customizations
Hi, We need customisation facility here at Z books. just like CRM , we should be able to create user defined reports using the fields created in the forms. This is really be helpful in reducing the gap between Zoho's reports and Other product reports
Vendor for every store and restaurents expense
Herllo everyone, As a sole proprietor, I end up with a lot of expenses from coffee shops near my home and online stores like Amazon, for little miscellaneous purchases while I'm working. It seems absurd to create a Vendor record for each of these retailers
Tiny Tip Tuesday #19
Pushing survey data into other applications You've sent out your survey and started collecting the responses. Now comes the most important part. Analyzing it. What do you do with the responses collected? How do you make the most of the feedback or information gathered? Zoho Survey gives you the ability to create customized reports from the feedback gathered. You can apply conditions and view specific and relevant feedback. For example, with conditions you can view only the responses of people who
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