Error al intentar crear cuenta (solo con un nombre de correo)
Buenas noches, llevo mucho tiempo intentando crear una cuenta llamada logistica@...., probé creando otras cuentas y no hubo problema. Porque sucede esto? Es muy urgente porfavor, Gracias
verity SPF Status For Domains
hello I can't verify my SPF Status for my domain
No last name for leads
I understand that last name is a required field for Leads. In cases where there is no last name, what is best practice for a placeholder? Options we are considering (not including quote marks): "Unknown" "NA" "Pending" "Last Name" "-" (dash symbol) In your opinion are any of these better or worse than others? Any risks or downsides to choosing any of these. Once we decide we want to commit to naming all our blank last names with that choice.
I cant receive any e-mails
i have tried to configure my email but im not receiving any when I test, this is happenin in all 3 accounts I made. Can I Get some help?
Select which Admin email to use
Is there any way to choose which Admin email to use, in deluge, when emailing notifications?
I need a Report that shows how many deals passed through a stage
Hi all, I am in need of a report that shows how many deals were ever in a stage. I need to see how many deals were in each stage over the course of a 2 week period. For Example, i have 5 stages: Qualification, Application, Shop, Contracts, and Fund. Say I have 100 leads that are converted to deals, and i need to show how what percentage of all deals converted my salesperson was able to get an application on, and also show what percentage of all deals converted they requested contracts on. I need
Assigning task for multiple people after job opening status changes
Hello Zoho, How can i assign task to several people when a candidate status changes? Example, Status for "John" changed to "Hired" i want to automatically assign finance department to for some task...at the same time to IT department and some other people. is it possible to create this mathematically? Thank you in advance!
Managing company's internal records
We are digital marketing and digital product development company managing IT assets with custom module. For example, we have a module named "Servers" which we use to manage (only have details of the instance and not the actual management of servers) our customer's AWS cloud resources (EC2 instances). It's all good when the server belongs to one of our customers. We also have internal resources like servers we use for production, testing, development, proof of concepts, etc. What would be the best
Lead owners view only their own leads
How can I segregate leads so only lead owners see their own leads?
Follow Up Assigned Task Notification
Hello Zoho, How can i follow up my assigned task? Do i get notifications when a task which i assigned is done? Example: I hired a candidate and when i change the status to hired, i assign different tasks to several people and i would like to know which task have been done which one are still not done. Is it possible to see the overview of the task? Do i get notifications for each completed task?
How to get unusual activity report everyday for all users
Hello, Is it possible for admin or security team to get unusual activity report everyday for all users, so that we can analyze it as a precautionary measure. Kindly advise. Kamal
How do I turn off the ability for customers to add a Public Comment?
I for one do not use this feature at all. i have a select few customers that use the Portal to add to their ticket, and every once in a while, they post a reply to a ticket as a Comment. When a comment is posted, I get a push notification on my phone but I do not get an email. The comment is lost for me because of that. I wish to completely disable this feature, even for me. I just don't use it. Is there a way to at least disable it for customers??
Ask the experts: 5-hour knowledge exchange marathon on 'Critical Path and Baseline' in Zoho Projects.
Hey folks! We are happy to be back with our “ Ask the Experts ” community series. The Ask the Experts initiative for this month focuses on “Critical Path and Baseline” as it has invited many a query. Some of the topics that relate to the discussion are: 1. Is there a way to see the bottleneck of any project? 2. Project ABC is not going ahead because of Task 3 in Milestone 2 whose owner is Mr. X. 3. How do I track changes in my project schedule? I plan a schedule and if the dates change midway, is
Host Not Reachable (Internal Emails and Mails from Other Domains)
We are able to send emails to other domains. But we are unable to send internal emails and also we are unable to receive incoming emails from other domains. On opening the que emails message in the Sent Folder we see there is an error with a reason "Host not reachable" We use NameCheap.com for DNS manager and we have the MX Records and the SPF Records in place in the DNS but thy are not getting verified. Can someone please help here?
mails not received on mobile app version
Hi Guys, I have 3 mail accounts on zoho. 1 with @zoho.com and 2 with different domain endings. with one of them i dont receive the mails via zoho android app. on desktop I receive all the mails but not on my samsung mobile phone. what is wrong?
How to handle Autoresponders?
I am using Zoho Campaigns for our auto responders. Ideally what I would like to do with MH is to use the smart pop-up feature for lead capture and dump the lead into an autoresponder. Do I need to push the lead to Campaigns list for that? If so, how do we do that? Or is there an equivalent autoresponder function in MH?
What's New in Zoho Books this April '19
Hello users, March was an exciting month for us. We've released a wide new range of features to make business processes smooth for our customers. Let's dive right into them! Templates Gallery The templates in Zoho Books have been categorized based on their use and functionality. All the existing templates have been categorized into the Standard, Spreadsheet, Premium, Universal and Retail templates. To view these categories of templates: Go to Settings > Templates, select a module and click + New to
how to increase the storage space in free mail plan
how to increase the storage space in free mail plan how much would it cost and what are the plans. Can it be done through netbanking or debit card as i dont own a credit card
Tip: #11 Collaboratively fill documents with your colleagues and clients
Last week we talked about how Fillable Fields can help you create contracts and proposal templates you can repurpose across your processes. This week, we'll talk in detail about how to collaboratively fill those templates with your clients and team. Say
How to get all the accounts?
I'm new here. and i want to know how can i get all the accounts and contacts listed. basically i have to create a contact if there is no contact for a particular account, I have to create a contact using accountid. so, I am doing is simple. get each account_Id of all the accounts. check in contacts_id. that it exists or not. if not create a new contact using account_id create a token using account-_id and contact_id So, how should I get all the account ids that were created so far in zoho?
Contact ID Number appearing? How to Stop?
Hello one of our users is having an issue with the zoho user id number appearing in the feeds can you please assist us with how to fix this issue? Screen shot attached.
Shifting Calls and Tasks to Another Account
Hi, there. How can I shift Calls and Tasks from one Zoho account to another? Would prefer an option that let it happen all at once, rather than have to reassign every one at a time. Please email the response to my support person at grant@itworx.co.nz. Thanks.
Cannot Delete Pick List Option
I cannot remove options from the pick list. When I try to click the delete button (highlighted in the image) nothing happens. There is no error message or any sort of response. I am on the free version, but wasn't sure if this was a limitation of the free version or something I am doing wrong. I can add options using the "Add Options in Bulk," but cannot delete them.
Create Multiple Contacts at Once?
Hello! My name is Joshua Evans, posting from our API management account Is it possible to create more than one contact with a single API request? I understand that the API limits have not been implemented quite yet, but it would still be nice to save on request time and batch create these contacts Thanks!
Keep functionality of conditional fields through api inserts
Good evening! A customer of us uses conditional fields for his crm layouts. When inserting data through the rest api, those fields do not work anymore. Even if the input is changed through the web ui, the logic behind those fields isn't triggered. Is there a way to keep this functionality? Regards, Marco
can send but not received
550 Please turn on SMTP Authentication in your mail client. mail-wm1-f53.google.com [209.85.128.53]:34589 is not permitted to relay through this server without authentication.
i m able to send but not receive
pls help
Formula - Percentage calculation
Hello, What is the formula for adding a field (2 values) in percent ? Thank you for your information.
Add number of reviews in bracket beside rating
It is nice to see rating but it will be good if you can have based how many reviews is the rating given. For example one person might be rated once with 5 star and other person has 4 on 20 ratings. Here we had more touch points with the second person. so would help is rating said 4(20). Once you click on 20 it should take to reviews
Introducing Zoho Sign's integration with WebMerge
Hello, We take great pleasure in announcing that Zoho Sign now supports an integration with WebMerge, a cloud-based document generation and automation tool. WebMerge leverages an extensive list of over 40 popular third-party web service integrations, allowing users to fetch data, prepare business documents (contracts, agreements, quotes, purchase orders, invoices, etc.), and deliver them to intended recipients. Users can create their documents by either building them online from scratch or by uploading
Polish characters are a different font everywhere in zoho
Hello, In every zoho tool polish characters ('ą' 'ę''ć' 'ź' 'ż' 'ń' etc) are using a different font than regular latin characters. examples: It happens in every tool. It wouldn't bother me so much in internal tools like CRM or Desk, but in chat it has a big impact on readability and trust - for the user it looks like some hacky stuff is going on. I would really love to use your tools, but with such an obvious problem like this, it is hard to keep using it. It seems like there could be some easy
the supplied email id already exists
Quando tento criar conta de e-mail josecarlos@queirozgehm.com.br informa que o id já existe, o dominio é meu e não teria como outra pessoa ter este id, preciso de ajuda para resolver.
Adding GST to whole Sales order
Hi, Using Zoho Inventory in NZ. Need too add GST to the whole sales order including shipping. Is there a way to do this? Thanks
Not receiving emails
Hello, I am having problem receiving emails from yahoo and gmail account holders. I can sent email to recipients;however, I cannot receive. Please advice on what to do?
Workflow or Supervise Alerts based on Custom Date Field
I have two custom fields that indicate shipping windows for items being returned to clients inside an SLA. I want to create an alert (email) to a supervisor on the day of the these dates. It doesn't look like we can do this with Workflow but perhaps with Supervise however when I select the custom field in the criteria, I get a calendar control to set the value unlike if I select Due Date where I can execute off CurrentTime. Is there a work around or better solution?
Import tasks into marked task template
Kindly assist me in importing tasks in to marked task template. When I try to import tasks multiple tasklist of the same name gets created.
Support linebreaks/newlines while copy/pasting in HTML editor
Hi Zoho Team, I just had a ticket (32041050) regarding removal of line breaks on copy paste in the HTML editor. They explained, that line breaks are just not supported. It is really annoying to readd them every time after pasting text into campaigns HTML editor. Could you please allow pasting line breaks? Thank You!
Set up reminders in Leads
Hi How do I set up an email reminder to make a follow up call in the leads section? Regards Brendan
How to restart chat?
In the situation of the user entering the site without having one registered, the Chat fields were left blank. How do I fill in the fields after the user enters the site? I already used the 'intercom' chat I called the Intercom procedure ('update'). But with you I am not getting it.
Based currency mismatch lead to sync failure btw Shopify in Hong Kong Dollars and Zoho in USD ? any solution
Hello, I have been using Zoho books and inventory and based my currency in USD because most of my PO to suppliers, and expenses are made in this currency I recently open and create a Shopify account but based currency is HKD so it can be linked to my HK Bank to avoid xrate fees. NOW I would like to sync the items and sales orders between the 2 platform , but it does not because i think the based currencies are different I don t want to erase all the transaction created in Zoho (as per what is it
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