Percentages in table with Top N are limited
We've created a Top 10 table using the Top N filter feature, but since our top 10 shows the percentage that each of the records represent, we found out that Zoho actually ignores everything else, which means a record that would normally represent 30% of the total values, is shown as representing 45%, as it only considers the 10 filtered records. Is there a way to fix that?
Correos desaparecidos
Buenas tardes. Me he dado cuenta que tengo correos desaparecidos, los busco y busco y no aparecen, y estoy seguro que han sido enviado. Por favor, ayuda. Saludos!
Add Landing Cost in Doc Inbox
So the Document inbox needs to have another button called ad landing cost so if i ship somethin UPS and then get the bill i can then say add landing cost and select the bill or PO to associate it to the Order
Using journeys in CRM
Hi, Just sat in the Zoholics conference in London! Are we able to use journeys in marketing hub for our already completed leads (so customers) in CRM as well? Or is Marketing Hub solely for lead nurturing?
I have lost the verification code zb Can I get another zb code?
I lost the verification code zb. Can I get another zb code or have you sent me a unique zb code to my zoho admin email address: sales@mobjoy.net
Spotlight 4: Manage event communication with a primary contact
When you're an event organizer, you need to be communicating with different people constantly. This is especially true when it comes to acknowledging event participants, when they do things like buying a ticket or sending a sponsor proposal. Automating your emails for these actions reduces your workload, but gives you the added responsibility of having to respond to further questions that people may have. Directing your event communication to a primary contact is key to ensuring that every participant
Re-think the automation system: Improve Macros and Buttons
I like that there are many ways to automate actions in CRM but, as a relatively new user, it's a bit of a disjointed effort. You can automate some things through this but not through that. Another problem is that the various automation tools are in seemingly random places through the UI. Here are some examples of what I mean: Custom Functions: Function that modify values on a record do not trigger workflows that are watching those fields/records for changes. This should be configurable at the workflow
issues with EMAIL tab not showing up..J
I have had my manager set up the email add on feature. My manager is NOT using the mail add on, its only me that is using it. We gone through the processes of setting up the mail add on and making sure that I am activated on it. The problem is that I dont have a EMAIL tab at the top of my TAB bar where Leads/contacts/activities ect are located. Does anyone know what we can do to fix this issue? I am not getting read reciepts when I send out an email from the CRM, however I get no emails sent back
By IMAP-Integration - Can't find "Email" Tab in my Menu.
Hi, please help! I made setting for Imap-Integration (Beta) now, and I still can not find Email tab (Modul). How can I access Email Module?
Read Only Reference Field
I am working in the Cases module and there is a system field called "Related To" that allows you to select a contact from the the Contacts Module. It then auto-populates the contact's Email and Phone Number from the Contacts Module below it. I would like to do something similar for other fields and pull in read-only, related information into the ticket. I attached a screen shot showing the fields in question. The email and phone fields have a lock icon on them. I can't seem to find where I can
Plan Features changed / Downgraded and still got charged for premium plan
I`ve had the Professional plan since october. I has 3 brands + 1 complement brand to the plan all for $60 a month. This month my membership got canceled due to a credit card issue so i repurchased the professional plan. The thing is the features changed and now it now only supports one brand so it is no use to me. Now I have to pay $55 for one brand + 1 complement brand. Tried downgrading to the standard plan and it did immediately but now i've already been charged the $55 dollars for the premium
Having an issue with a Nested "IF" Condition statement
I am uzing Zoho Analytics: This statement does works: If(condition"Rep ID"='Rep 1', "Gross Margin"*.5,If(condition"Rep ID"='Rep 2', "Gross Margin"*.50,If(condition"Rep ID"='Rep 3', "Gross Margin"*.05,if(condition"REP ID"='Rep 4',"Gross Margin"*.05,if(condition"REP ID"='Rep 5',"Gross Margin"*.2,"Gross Margin"*.4))))) This statement doesn’t work: If(condition"Rep ID"='Rep 1', "Gross Margin"*.5,If(condition"Rep ID"='Rep 2', "Gross Margin"*.50,If(condition"Rep ID"='Rep 3', "Gross Margin"*.05,if(condition"REP
crm lead / contact owner on Social
Dear Zoho Social Team, After integrated Zoho Social and Zoho Crm, the contact from Facebook has been added by user to lead/ contact and it belongs to them. And there are 2 issues : 1/ In the Social Tab in CRM or in Zoho Social , there are no indication of whose the post / chat / contact / lead belongs to which users At least name of owner should appear on conner , part of chat / post 2/ Even after convert that person to crm leads, other users still can chat , comment to those customers . In ideal
SMTP Errors
Hello, SMTP settings are not working on my website - All the info i have entered is correct I've tested google gmail and that works so i dont understand why Zoho isn't working Here you can see a screenshot of the error i get https://gyazo.com/5035a210248fdae2c9d58831f3c87b0b https://gyazo.com/3eb5453385bff4897320cf541fce0ec3 Settings: SMTP: smtp.zoho.com SSL 465 Username:noreply@moggaming.com Password: ************ MY Password
Problem with & character in ZML button
I have a simple 'for' loop in the ZML Editor like the below for each rec in Test_Form[ID!=0] { temp = rec.Media; %> <pr height='fill' width='fill'> <pc width='100%' padding='10px'> <pr height='auto' width='auto'> <pc> <button text='<%=temp%>' size='3' color='#000000' bgColor='#F0ECE6' type='flat' action='OpenReport' parameters='' target='new-window' componentLinkName='' cornerRadius='60px' /> </pc> </pr> </pc>
Customer Portal
I would like to see the customer portal to have the ability to be customized on the options avalable by customer rather than globally. Like what they can view. This way i can extend privlages to certain customer upon request. But not to others.
Zoho integration from Mailchimp
Hello, I'm trying to connect Zoho and Mailchimp but to be able to send details from Zoho to Mailchimp. I've noticed 2 ways to do that : - connect Mailchimp from Zoho marketplace --> I did it however we can only take name of the contact, email and mailchimp list but we can't send info from Zoho To mailchimp like custom fields or tags. - Connect Zoho from Mailchimp integration --> When I try this, Mailchimp request a zoho username and a password, I've tried with my zoho account and it doesn work. How
Email still blocked after upgrade
We added more space to this email domain rasurfoundation.org But it is still not sending and receiving and throwing errors about being over quota. We really need someone to help us with this. We sent a ticket with no response yet
Error Zoho IP being blacklisted daniel.araneda@dtecnologia.cl to esege.cl
Hola, actualmente tengo el dominio dtecnologia.cl y la cuenta daniel.araneda@dtecnologia.cl al enviar un correo electrónico a esege.cl, el email rebota con el siguiente error "postmaster@esege.cl, ERROR_CODE :554, ERROR_CODE :Remitentes no validos: Unknown Sender in Local Domain", igual cuando ellos realizan la prueba enviando desde esege.cl a dtecnologia.cl tambien falla pero cuando ese mismo mail es copiado a direcciones gmail u otro, si es recibido. Me imagino que el dominio esege.cl debiese estar
How do I customize notification??
I hate getting notifications so often that they are meaningless. I am about turn off all notifications unless I can customize them. Is there any way to only get notifications for particular folders? I know I never get notified for the spam folder. Can I do this to other folders??
Add columns in user table - ZOHO Analytics
Hello! Is possible to add information extra of ZOHO CRM in my users table of ZOHO Analytics (when I make sync)? How I can do it? Thanks guys.
Converting a Date from imported data which is in Plain Text to a date field to use with "include Timeline Filter" in dashboard
HI All I have data that in being imported from an external application and all the dates are being imported as strings. I need a way to change or create a new colum based on the date passed in so that it can be used in a dashboard using the control "include Timeline Filter" I have tried to change the data type to date but it errors on import and removes all the dates This is the date from the import The error i get on import is Thanks
Insuffi
I tried to place a comment/question on this forum, but I got this pop-up: I am properly logged in as usual. What does this error message mean? I read elsewhere about clicking "Potentials", but I could not find that word anywhere!
Is there a way to pass a parameter in the URL generated for the viewers?
Considering we generate the URL for a particular dashboard, is there a way to get a parameter through the URL and use it to filter what the viewer sees?
Cnnection closed by remote host. Failed messages: com.sun.mail.smtp.SMTPSendFailedException: 553 Relaying disallowed
spring.mail.host=smtp.zoho.com spring.mail.properties.mail.smtp.socketFactory.port=465 spring.mail.username=no-reply@billt.co spring.mail.properties.mail.smtp.auth=true spring.mail.properties.mail.smtp.startssl.enable=true spring.mail.properties.mail.smtp.socketFactory.class = javax.net.ssl.SSLSocketFactory spring.mail.properties.mail.smtp.socketFactory.fallback = false
canot receive emails
hello; i cant receive emails also i can send please need advice
This domain is already associated with this account "c*****t@g*****".
We've gotten a domain, but one of our staff members has claimed the ZOHO email and doesn't want to return the domain after we fired him Domain: - geslotenkingdom.nl
System Admin - resource to assist when required
We are a SME insurance firm where zoho is central to our client relations. Over the years we have managed zoho in house and not being zoho professionals other than users, we require some maintenance. Also introduction of campaign management, template and screen set ups. We are too small for a full time resource, and not 'game enough' to let unknown, not recommended people into our very heart of our business. We are located in Melbourne Australia.
Inventory Issues
We've been using the Zoho CRM for the past few months and are generally satisfied however we have not been able to get the Inventory functionality (which is the primary reason we are using the paid version) to work acceptably well. We have the following problems/issues: 1. The Inventory "Qty in Demand" field is updated when a Sales Order is created. I believe it should only be updated once a Sales Order is set to "Approved" status. There are may times when a Sales Order is initially created but is
DKIM verify problems
I did all correct, but still i got this message " We are unable to get TXT record for DKIM right now. If you have added the TXT record just now, please wait for 30-45 mins for the changes to propagate and try again." - I see many people have same problem... zoho._domainkey.wooden-heaven.com I copy txt value, paste in into TXT section, save, all okay. But same message. I can't use my emails, without solving this problem? Thanks
Upgrade to Mail Lite!
Hello. I have just upgraded to Mail Lite because my email was at 94% usage. But after I have upgraded my e-mail remained at the same quota of 5gb instead of 10gb. Can you please fix this? Thank you!
Recurring tasks with specific recurring dates
Is there a way to setup recurring tasks so the task recurs on the same date each time? For example, I have a task that should recur with a due date of March 15th every year. Or a task with a due date of the 10th of each month. I thought I saw an announcement from a few weeks ago that this was an enhancement, but I can no longer find the announcement and my trial version does not show the new screens to enable this.
Redirect my emails to zoho recruit
Hello Zoho, How can i redirect emails from an email to zoho? Can i redirect an email and associate it with a job opening from my outlook to zoho automatically? Example. John applied for a job, send an email to hr@Namasti.nl , can i get this email in zoho recruit automatically? can i associate John's CV automatically to a job opening? Thank you!
90% de los correos de la bandeja de entrada y enviados han desaparecido
Hoy en la mañana desaparecieron el 90% de los correos de la bandeja de entrada y enviados. Yo ni nadie en mi organización han borrado los correos. Necesito urgente recuperarlos. Saludos.
Communicate, collaborate, and drive projects to success with the Zoho Cliq - Zoho Projects integration
Context switching between apps is a problem you shouldn't have to deal with. Let's say you find a new project issue or want to add a task in Zoho Projects. You should be able to do both of these tasks right from where you're already collaborating. Thanks to Zoho Cliq's new integration with Zoho Projects, you can now manage your project issues, tasks, and milestones from right inside your chat window. Steps to install the extension The Zoho Projects for Zoho Cliq integration is available for installation
Which plan required for App Store submission?
I am a single developer interested in using ZOHO Creator for developing applications that will be available via the Apple App Store. I want to ensure that the Premium plan has the ability to do this. In the complete feature list, the "Ultimate" plan is the only plan that has: Download and publish rebranded mobile apps. Does this mean that single developers like me cannot publish our apps to the Apple App Store unless we pay the yearly fee for 10 users ($4200) on the ultimate plan?
Email settings on Free Trial Account
Hey Team, I currently have a free account an would like to add an email under ''organization email addresses'' does this come with the free trial account? Also, can I connect my Gmail account with the free account in order to see sent and received emails? Many thanks in advance for your help. Kind regards Agnieszka
Custom Module Creation for ELearning Business
Hello, We are an eLearning startup based in Bangalore. I am new to the forum and to Zoho CRM. It would be great if someone can suggest the best way I should customize my Zoho portal. Had an elementary question/problem for Module and Layout Customization. I am planning to create custom modules as below. a) LEADS: Collecting data of everyone who is interacting with the brand through various mediums b) PROSPECTS: Anyone who has created an account but not made a purchase. c) LEARNERS: Anyone who has
Invoice does not sync change to a Projects timesheet items billable status
When I have an existing timesheet item entered into Projects that has already been synced with Invoice and I later change the items billable status from 'Billable' to 'Non Billable' inside Projects and then view the same item in Invoice I expect to see that it's billable status has also changed from 'Billable' to 'Non Billable'. Currently the behaviour is that the timesheet item status in Invoice remains unchanged and remains unaffected by the synching operation. I expect the Projects timesheet
Spotlight #5: Admin Dashboard
Hello everyone! We're back again, highlighting another feature for our spotlight series on Zoho WorkDrive. In this article, we’ll focus on how you can get an overview of your team activities with Admin Dashboard, or go deeper and get detailed reports
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