Display modules when utilized
Is there not a way to display modules when data is inputed and exclude the module when data is not inputed? Here is an example, I have accounts for John Doe and Jane Doe. John Doe has data inputed into a module called criminal history. Jane does not have criminal history, so there is no data. I want John Doe's account to display this criminal history. Jane Doe's account will not display the module, as there is no data in the module for Jane Doe. How can this be accomplished?
Lead Conversion Mapping Aftermath
Hello, I am still playing with Zoho but when my leads were converted to clients, the client's file is now missing their date of birth after the conversion. I fixed the lead conversion mapping so this doesn't happen in the future but i have over 100 clients that do not have their date of birth showing. My question, is there a way to get the 100+ clients to have their date of birth showing again in their converted file? Maybe like some sort of mass update? Thanks in advance.
Zoho Assist desktop Software
Hi, We need install Technician remote exe on programs files, because the Software Restriction Policies. (Cant run EXE in profile folders) There is any installer? (Not Unattended software) And other problem is about PROXY settings. We have a huge WPAD proxy script configuration and the Zoho Assist Software same times not work. Can we have an INI file ou registry setting to force a specific PROXY for ZOHO? Thanks, Best regards,
Import and Exporting with Vault
My particular issue relates to importing from roboform csv but some of these comments apply to general importing and exporting First of all, the roboform import is confused as roboform create a column called "Note" prior to the next column "Folder". using the csv created by roboform for importing into vault the system will continually fail. I finally managed to import the file by removing CR & LF charcaters from the columns "Notes" which is the 6th column however the import function treats this
Candidate Rating Function - useless without being able to search for candidates based on this or make reports for a client
Hello, the Candidate Rating Function is a very nice feature. However, in fact, it is almost useless as it is now and requires double entry. 1. it is possible to sort candidates based on their rating only when they are associated to a position - which is a good functionality, so please keep it, it allows us to process higher volumes of candidates, as it helps the selection process and prioritization of approaching the candidates (first we make the selection, rate candidates with respect to the position
Updated Mongo DB Java Driver
I see the Zoho Analytics Upload Tool uses the mongo-java-driver-2.14.1.jar version of the driver. It doesn't look like that version is not compatible with MongoDB 4.0. Is there a work around on how we can update that JAR file? Or does Zoho not support the most recent versions of Mongo? https://docs.mongodb.com/ecosystem/drivers/java/#mongodb-compatibility
How to Import Notes for Leads and associate with Email ID
Thank you to Anu from Zoho who went the extra step of researching my problem and providing a resolution! Like so many companies, we participate in many trade shows a year. We use "badge scanners" to track our new leads from the trade shows, making notes on the leads while they are in our booth at the show. This results in a very nice Excel file following the show with all contact info and notes we have taken on our leads. Next step, load them into Zoho and get them to our sales reps. Just one
Using CRM Plus and Projects Module Together
Hello, I would like to know if I have 50 users that are licensed for CRM Plus and a different 25 users that only need Projects, and they are all part of the same organization, can all 75 users work together and view the same data in the Projects module only? Another words, will the Projects module within CRM Plus that user A is licensed for integrate with the standalone Projects module that user B is licensed for? I would prefer not to have to purchase 75 licenses for CRM Plus if I have 25 folks
Walk-through 9: Connecting event participants in real-time
Hey everyone, One of the main reasons why people go to events is to network with others and build new relationships. Sharing their thoughts and gaining insight from other like-minded peers helps participants get the most out of an event. How can you create an avenue for people at your event to start forging new connections? Let's discuss connecting event participants with discussion channels. With Backstage you can set up and manage discussion channels for different purposes on the event microsite.
Events in Zoho CRM MOBILE APP
(We are using new Samsung Android Devices) I made an event for one of my field techs. Put in the address. He came up to me with his event open on his mobile app. there are four tiny buttons at the bottom: an envelope, a blip with a check mark, a map, and a phone. check mark "checks me in". The map doesn't seem to do anything? Shouldn't it navigate to the event's location??
Pivot table not reflecting correct data
I have created a pivot table making Zoho poject as data source and it is not puling data correctly for the custom fields that are created in tasks of the projects
No puedo acceder a mi correo "cuenta no activa"
Estoy intentando acceder a mi correco electronico "me@guillermodaniel.xyz" y por alguna razon me dice que la cuenta no esta activa, y me urge verificar mi correos, por supuesto el dominio es de mi propiedad y me gustaria saber cual es el motivo por el que mi cuenta esta desactivada y como puedo recuperarla, adjunto una imagen donde se indica el bloqueo Espero puedan ayudarme.
Setting a filter on a bcc
Hi I am testing a new process. When I send an email which requires a response I am setting a bcc to a todo email address on my domain. The client can not see this but I want to set a filter so that when I receive the email into my email account it is moved to a folder called ACTION NEEDED. Seems to work when it is a cc but not when a bcc. Firstly should it be working and secondly if it will not work is there a work around? I know I could go into the sent folder and then forward it to myself but that
E-mails go to Spam
Hello, All outgoing e-mails from my web application are landing in SPAM. I have tested with outlook and gmail and they both land in spam. How can I resolve this? The domain is, thisiskokore.co. I have configured SPF and DKIM successfully yet the problem persists.
Sending Estimate Email Automatically in Zoho Books and marking it as sent
I am using a form in Creator to create an estimate in Zoho Books. Is it possible to have the estimate automatically e-mailed to the customer when the estimate is created, and also mark the estimate as sent?
Error trying to send mail using the API and php CUrl
I'm trying to send emails via API because my server block the outgoing SMTP connectios and I getting this error message [msg] => Error while processing! [status] => 500 I follow this steps: 1. Go to https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoMail/ZohoMailAPI an create a authtoken 2. I got the AccountId from http://mail.zoho.com/api/accounts using the token than I get in the step 1 3. Try to send a email using the following code: $url = "https://mail.zoho.com/api/accounts/$accountId/messages";
Error 554 5.1.8 Sender Address Blocked
Hello I tried to send an email and it gave me the message: Unable to send message;Reason:554 5.1.8 Sender Address Blocked Can someone please unblock my account so I can send email again? My email is administracion@red-solutions.com Also when somebody send a email then appear the next error Error remote response 552 5.1.1 Mailbox delivery failure policy error Thanks!
Authentication details provided was rejected by Source server. Kindly provide valid username and password.
I am trying to migrate my email but I'm getting this error. I'm using Bluehost to host my email. "Authentication details provided was rejected by Source server. Kindly provide valid username and password." How can I resolve this issue?
Why can't an administrator reset the password for a user?
The Forgot password link is useless when the user has never set any security questions. Zoho then insists on answering the question "What is your favourite" Since it is unknown what the favourite thing might be and also this setting is never done by the user, there is no way of giving a correct answer. Administrators should have the permission to REALLY do user management things and not only be able to do minor nobody-cares settings any user could do for him/her self.
Google Drive integration to Zoho Projects
The Dropbox integration is awesome, but it would be really nice if we could do the SAME exact thing that you have done with Dropbox with Google Drive. This would keep some of us from having to pay for two seperate cloud storages.
Fucntionality based url to open a calendar report focused on date
Is there a way to pass a date in the url to open a calendar report and have it open with the focus set on that day? Or at least open showing the month of the date passed?
Custom Function or Workflow Process to Charge Card on File
I would like to send a recurring invoice on the 15th of the month and then automatically charge the customer's card on file on the last day of the month. I see in Workflow where recurring invoices can automatically be created. sent and charge the card on file. I do not want the card on file to be charged immediately however. I do not see where a delay in charging the card on file can be set so I was thinking maybe a custom function could be created to handle this. After looking through the available
Deluge script after record duplicate action
Hi, I am searching how to add deluge script after a record duplicate action into a report form. I want to duplicate a record and just after that, change some fields values.
Report of the Week - Magic Number
The Magic Number helps you analyse the growing revenue compared with your customer acquisition costs in one year timeframe. This is a widely used formula to measure sales growth (typically start-ups). Zoho Analytics enables you to calculate the magic number using Report Formula. The following presentation gives step by step explanation on how to calculate the Magic Number.
FIX MY OTHER ACCOUNT NOW!!!
i have asked 3 times through the help form on the site, twice through gmail that you please get democraticsocialist@zoho.com reactivated. i have been told by you that you can't find the account, but i've done a search on threads i created and the account is still there just can't log into the email account itself. since you refuse to correct this screwup through normal channels i'm making the issue public. i've been very patient so far, but no more.
Web form confirm email field
Is there a way to have a "Confirm Email Address" field that has to match the original email field in order for the form to validate and submit? we are having some issues with people entering their email address wrong via typos etc and therefore not receiving notifications or correspondence from our zoho ticketing system. Please advise. Thanks much!!!
Zoho must pay more attention on Social Platforms
Dear Zoho team, Social platform such as Facebook , instagram , youtube, ... have huge presence on daily lives in many countries. And hence, there are many companies focus their business on social platform and even have big profit share comes from Social plaftform. Though Zoho has included some functions for Social platform, such as Social channel in CRM, Zoho Campain and Marketing Hub . But it is undervalued ,not enough, functions are on surface , lag behind many other small software companies
Increase user story title/name length.
We have been using Zoho Sprints for a few projects, and it is a great tool. There is a simple improvement that would really help us and make the tool better : to expand the work items title/name max length. For most of our work items, we type the typical user story pattern, for example : "As a User, I want to click the submit button in order to create a new entry". But as we are french and our language is not very concise, we often have to rewrite our stories and/or omit important words to make them
Lite Agents in Desk
I was recently talking with the Desk team and I was informed that adding Light agents in Desk is not available with Zoho One. Can you possible review this and consider changes in the future? Adding light agents would be important to my business in the coming months because I have many internal agents that would require the read only access and I would not feel comfortable or the need adding additional user licenses when I am the primary agent anyways. Looking forward to hearing from you
Leads to Potential but with existing contact information in Zoho
Our sales flow is setup more based on POTENTIALS (opportunities) than true LEADS (i.e people) so this makes converting LEADS to DEALS tricky without creating duplicate contact information. But we still want to associate the potential with the leads module to track back to campaigns etc. Yep - adding that manually if we create a Potential directly can work, but on a larger scale we need this to start at LEAD cycle. "Hey did you hear some guys are building a mall over there next year ?" Potential Name
Tracking Sent Emails from Zoho Mail Client (Win 10) within Zoho CRM (Lead/Contact record - email history) and vice-versa
I have all related 'send from' emails/aliases and domains verified and validated in both CRM and Zoho Mail. Problem: I send an email from the CRM to a Contact and it tracks it, displaying the email in the Contact email history details, but this does not show in my "sent" folder within the Zoho Mail client (Win10). Likewise, email sent from within the Zoho Mail client (Win10) does not show up in Lead or Contact records under the email history section. Thus Zoho CRM and Zoho Mail are not fully integrated.
Not getting TimeSheet logs for a portal.
When I try to get timesheet for my portal irrespective of any project, it is showing wrong URL. I get : {"error":{"code":6891,"message":"Given URL is wrong"}
How do I see a list of all my Leeds in the CRM? I only see the one I search for..Thanks
Hello, I don´t know how to see a list of all my Leeds?? Thanks Miguel
add the ability to know if someone read an email (without read receipts)
just like in ZOHO CRM, when you send an email from the CRM you can tell if someone opened the email or not. Add that functionality to ZOHO Mail. We currently use Newton mail app, which not only shows you if someone opened your email, but they also send us a push notification (mac and iOS) letting us know that the client read the email, and tells us if it was from a mobile device or laptop, and from what city it was read. This would be huge for us.
What's the easiest way to request access to my clients' social media account through Zoho Social?
I am looking for the most effcient way of doing this rather than just requesting access to their pages and what not. Anyone got any ideas on this?
Tip #10: Create contract and proposal templates you can repurpose every day
Letters, proposals, legal documents—you work with so many of them for so many different occasions everyday. Now you can forget about individually crafting documents for every process, and save time by doing it just once. Let's dive deeper. The Fillable
How Developers will update their daily tasks
Hi, Following is my concern: Our Developers want to do update their daily tasks. - like : task a - completed task b - completed task c - in-progress task d - completed task e - in-progress How? Can you explain .? or can u send a mail to me Regards Nrusingha nath Acharya Myaccounts.in
Require users to create Contact when create Account
Dear Zoho team, We need : 1/ User must create Contact after create Account, if not can not create Account, ( or remind user to create contact for that account later ) 2/ User must fill in either email or phone number ( or remind them to do so ) Conditions in workflow , validation, ... for Account do not have Contact fields , so I can not do anything Do we need to write custom action or ... ? Please suggest me And one more question on blueprint : - User can only create invoices or estimate
Logging over midnight is not supported
I'm in Australia at GMT+8. I frequently see a warning Time logging is not allowed for future dates when I go in to edit an entry. I recently encountered the error below. I was just trying to adjust the Billing to non-Billing status but Zoho Projects wouldn't let me submit the edited entry because it went over midnight. I am a developer with decades of experience - I understand the thinking behind this form validation. However, it should not get in the way especially when the timer allows you to
Quickbooks Integration - Create Record in Invoice Module - Response Error
Hi, I am attempting to implement the creation of a Quickbooks Invoice by using the Creator method as per the below help information: https://www.zoho.com/creator/help/script/quickbooks-add-record.html and the referenced Intuit developer information for the Invoice module as per below: https://developer.intuit.com/docs/api/accounting/Invoice However when I run the below code I am receiving an error from Quickbooks that appears to indicate that there is a formatting error in the request - any assistance
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