Distribution group email address
The way our emails are structured has just been changed from mailboxes to distribution groups. Previously, email accounts in Zoho were the mailboxes and then anyone who had access to the mailbox could work the email. This didn't not require them to have a personal email address. We now have distribution groups (DG) and to be part of a distribution group (DG) each user has their own email address and is linked to that DG. They can only email from their own email address, not the DG address, but receive
How to create a call activity through Zoho desk API
Is it posible to create a call activity through Zoho desk API?
Editor bug: Indent icons are wrong
The icons in the Desk WYSIWYG editor are backwards. The icon for "Increase Indent" illustrates decreasing indentation, and the icon for "Decrease Indent" illustrates increasing indentation.
Stuck on deluge script for if one dropdown field in a subform is a certain value and a numeric field is above a certain amount.
Hello, I have been trying to figure out how to get the correct code to make a suggested retail price based on some user input in a sub form. I have the sub form with product rate and product category. The product rate is a lookup field and is called up by row.Product_Rate.rate The product category is a drop down field that has the values bulk, pre packed, individual, group, etc.. and is called up by row.Product_Category_Ref I have another field in the subform called Suggested Retail Price. What
modification de champ
Hello Since this morning when I want to modify a field (add item in drop-down list) in Zoho I do not arrive I go in configuration, layouts and fields, I choose list of fields then I click on the button to create or modify a field and I have a blank page (without my fields): on the other hand at the top I have a red square which appears with an exclamation mark You have an explanation cordially
Journey from Syn'ed source not sending emails
Hi. Hi have a HM list that is synced from ZohoCRM based on a CRM view. The sync works perfectly. When the first batch of 50 people were sync'ed to the list, MH dutifully emailed them the first email in the sequence. However, when an addition 200 people were sych'ed to the list the next day, these folks did NOT get the first email in the journey. I have investigate and looked at the reporting from several angles, and it seems that anyone sych'ed to the list is not starting the journey... or something
Agents login to community
Hi there, Agents can't be added to users (help center) because they already exist in Zoho Desk. But they can't login to the help center/ community portal? Is there anyway to allow them to login to the portal as user with their agent email address? In addition, how can I create user teams? Regards, Helen
How to send email appearing from alias domain? Relaying disallowed.
Hi We have a c# web form where we are trying to send an email from our alias domain - e.g. info@aliasdomain.com - however we get "Mailbox name not allowed. The server response was: Relaying disallowed as info@aliasdomain.com" This info-address is a group mailbox on our Zoho account, and it is acting as an alias for our main domain, i.e. info@maindomain.com. I figured it is because we sign in with a main domain account like john@maindomain.com Our c# code is something like this:
Able to send the mail but can't receive mails (No errors)
Hi, I'm trying to configure email from my website https://pingpongbros.com The email is kevin@pingpongbros.com I'm able to successfully send the mails but can't receive and there is no error to message sent to the sender as well. Please help
Zoho Social Mobile - add into CRM lead / Contact
Dear Zoho Mobile team , We are using Mobile app for Zoho Social , can we have the following functions : 1/ Add the customer into CRM , maybe fill a few basic information like email / phone, ... Then we can continue them in CRM Mobile app 2/ Show the customer belong to which CRM user owner Hope we can do it in near future
Job Opening Report
Hi all! I am trying to run a job opening report. I get the report to run, but some of the fields that I added do not populate when the report is run. Example is the submitted candidates. We have set some candidates to submitted, but they do not sow up in the report under the submitted field. Are we missing something to check to make that show up on the report? Thank you, Michelle
Cannot download some messages to Outlook
I have Outlook configured as a POP3 client. While away from home, I sent some emails from my phone email program, which is configured as an IMAP client. To make sure that they did not get lost, I moved them to the folder 'Save' and marked them all as unread. I can see all seven messages in this folder from both the Zoho web client and my phone client. In order to move these message to Outlook, I moved them to the Inbox folder. However: Once I did this, when using the Zoho web client, only one messages
How can i retrieve deleted emails?
Good Day! One of our employee said she accidentally deleted an important email from the client and emptied the Trash Folder. Could you please help us recover it? The username is (faith@linesanddotsph.com). Thanks in advance.
Void an invoice and a sales order
Good afternoon, A problem I mentioned earlier in the wrong forum (https://help.zoho.com/portal/en/community/topic/how-to-void-a-invoice%3f) On Zoho Books or Inventory we can void an invoice to cancel it but keep a trace of it. When I create an invoice from a Sales Order, I can void the invoice, but the sales order still remains active. It still shows me that I need to do one package Could we have the option to void a Sales Order? Thank you! Alex.
Error when I want use a WebServices with metod PostURL [URGENT]
Hello Zoho community! I have a problem with Zoho Creator when I want use my Webservices.... I'm use a WebService with method PostURL in Zoho Creator but when call this WebServices in my Application show me this Error: The code that I have in my Load page is: I try with other URL but show me the same Error, I need Help please! I can't finish a project for this!
Free Webinar: Automating business paperwork using form-based eSign workflows
Zoho Sign—our quick and complete digital signature solution—has recently been integrated with Zoho Forms to leverage the latter's capabilities. You can now build workflows where entering data into a form would let the paperwork take care of itself, reducing administrative costs and turnover time. With Zoho Sign integration for Zoho Forms, you're able to: Create on-demand, self-serviced document-signing workflows for registrations, applications, quotes, purchase orders, service agreements, consultations,
Newsletter mail notifications
I recently setup my email account with my own domain name and i am very pleased with all the available applications and possibilities. I am now on a free plan and using the zoho android app for mails on my phone. I have intelligent filters enabled and for now only Notifications and Newsletters. For every mail that arrives in those inboxes i recieve a push notification. I only want to recieve notifications from my primary inbox. Searched in the android notification settings and the app settings
Allow for scheduling of dates and reminders for checklist items
Checklist items are not always done on the same day the task is due. It's imperative to have dates and reminders for these items that are sometimes used as sub-tasks.
Search tiem by any contains text of item name or SKU when create Estimate
Currently when I add the new item to Estimate, I need to type the correct name or SKU from the start of text for example LENOVO ThinkPad SKU: LENOVO-THINKPAD LENOVO IdeaPad SKU: LENOVO-IDEAPAD Should we just type "th" or "id" instead of "lenovo th" and "Lenovo id" to search?
Getting scope error(23:Invalid Scope Passed) while creating invoice using zoho invoice api.
I am new to zoho invoice api, I want to create invoice for one of my application and I choose to use invoice api. I red the documentation. I am facing scope error while creating invoice. I am using url https://accounts.zoho.com/apiauthtoken/nb/create and parameters as ?SCOPE=ZohoInvoice/invoiceapi&EMAIL_ID=[ZohoID/EmailID]&PASSWORD=[Password] to generate authtoken from my java application api. and following is my service to create invoice RequestBody formBody = new FormBody.Builder().add("JSONString",
ZohoCRM API PHP SDK - Documentation contradicts itself
On this page: https://www.zoho.com/crm/help/developer/server-side-sdks/php.html It is stated: Please fill only the following keys. Based on your domain(EU,CN) please change the value of "accounts_url". Default value set as US domain. client_id= client_secret= redirect_uri= accounts_url=https://accounts.zoho.com token_persistence_path= Only the keys displayed above are to be filled. But then you get an error: Notice: Undefined index: user_email_id So it currentUserEmail required or not? It then continues
Meaning of various rate fields for line items in Invoice JSON
Hi, The JSON for the sales invoice contains 3 rate fields for each line item: "bcy_rate": 362, "rate": 362, "purchase_rate": 362, What does each of them indicate? Thanks
Third party users
Deur Zoho users, We are a company that uses another company to install our products. For a good partnership they need some specific data from our crm. We have added an account on their behalve and my question is: Is it possible that the third party users views a specific field and is it possible they can upload or alter fields?
Automatic Lead Transfer from Paid Lead Provider
I pay for leads from 4Legal Leads. They are asking for the posting parameters to have the leads go to my Zoho crm. I currently have the free Zoho account. What information would I provide them?
Push Update from Parent to Subform (Child)
Hi, I have a field in a parent form called date sampled and numeric field in the subform. The fields work perfectly and generate a future date based on the date + number value, however, if the value in the parent form is changed it does not filter down to the subform, unless, I click a field in the subform. Then it re-calculates the field(s). Any suggestions on how I can get it to push the changes down to the subform? Many thanks TOG
Deleting/Closing current Zoho CRM Account to accept shared CRM database
I followed instructions but the "Delete CRM account" did not appear. Please help!!! Instructions: Closing Zoho CRM Account You may want to close your Zoho CRM account for various reasons. To close your account Go to Setup > General > Company Details. Click the Delete CRM account link.
Adding Mail Merge to automation workflow
I am trying to add a PDF letter and PDF envelope to be printed as part of an automated workflow. I would just like to create the PDFs and would print the letter manually. I can't seem to find a way to do this. Many of our workflow automation includes a printed letter so this will be used everyday.
Zoho Mail folder syncing issues
Hi, one of my users is getting hanging when using Outlook 365 (2016). They are using EAS to connect. Is this supported? Also, it appears that when using this on multiple devices, not all folders are syncing correctly, including missing folders (not showing on certain devices) and unread mail counts also not syncing. Please advise ASAP.
Clean Mailchimp Integration overwrote DATA !! Deleted First Name, Replaced Last Name and Source
I am about to cry!!! We just installed the OFFICIAL Zoho Mailchimp Integration, We even used a NEW Mailchimp Account as to avoid conflicts with our current Mailchimp Database, and started from a blank slate. We ran a MailChimp Sync from within Zoho CRM, notice that the ONLY mapped fields available are Email and First Name, so, you can´t even select any other fields...but it decided by itself to UPDATE the Lead Source Field of all those Leads into the text "Mailchimp" as the Source !!!!!!!!!!!!!!
Free Webinar : Single sign-on for IT needs - Configure SSO for 100+ cloud apps using Zoho Vault
Enterprises often use multiple cloud apps, like G Suite, Office365, and Box, as they offer ease-of-use and collaboration features, at a relatively low cost. This can, however, hinder productivity, if users need to authenticate every single application to get their work done. Along with dozens of benefits, cloud apps also bring challenges to IT teams, in providing secure access to these apps. This is why thousands of enterprises are rapidly switching to Single Sign-On (SSO) solutions. SSO helps users
How to delete multiple unused services
I have 9 services / applications that I wont ever use, how can I have these deleted? Sites Sprints Connect Docs Notebook Cliq Backstage Flow Vault
Quote Module Print Preview
We created a nice new quote template in ZOHO CRM When I open a created client quotation and then select Print Preview, I expected to 'see' the newly created quote template in 'Choose a Template Category' pick list. What am I missing please? TIA Mike
Do you always generate access token per request?
Do you always generate access token per request? Isn't that a hassle? Is there any workaround on this?
Ring Central Messages to ZOHO
Hi is there a way for ring central text messages will go to zoho?
Does Zoho Forms integrate with Zoho Projects
Hi Does any know if I can integrate Forms into Projects? I have a Client User on Projects that I want to share a Form with in the documents section of projects. Not sure if I can do this or not? Thanks,
in queue problem
some of my mails did not sent and keep in queue
mails in queue
some mails kept with in queue icon please help
Notifications
Hi, I've missed replying on time to some of my incoming emails as they did not not show up in my notification As we have a lot of tickets I rely on my notifications to alert me on incoming messages/emails. How do we sort this? cheers, Rene
Multiple stock locations in CRM
We manage our inventory using the crm. the problem we have is that we have 2 warehouses and move stock between them so we are able to have a stock location field on the product record so we can find the stock but the problem arises when we have the same product in two different locations ie some in warehouse 1 location A1 and some in warehouse 2 location b2 etc. Can anyone suggest a solution or a work around.
「ZOHO ONE」とは
Zoho Oneとは何でしょうか？ Zoho oneは、手頃な価格で完全な管理統制を実現しています。 Zoho One組織の管理者と所有者は、ユーザー管理、チームガイダンス、セキュリティポリシーなど、ビジネスデータ全体にわたるすべての権限も持っています。 モバイルアプリは、1回のログインとパスワードで、ノートパソコンまたはデスクトップで同様のユーザーエクスペリエンスを達成することができます。 Zoho Oneは柔軟性があり、Zoho Oneを使用して組織全体のすべての従業員が活用できます。AndroidおよびiOS用のモバイルアプリケーションを介して作業を行うことも可能です。 利点： ①オールインワンソリューション Zoho Oneは、あらゆる規模のビジネスを効率的に実行するための40以上のアプリケーションを含むフル機能のプラットフォームです。すべてのアプリケーションはエンタープライズ機能を備えているため、販売、ビジネスのマーケティング、経理、チームメイト、顧客などとのコミュニケーションが円滑に行われ、ワークフローがスムーズになります。 Zoho Oneは、このプラットフォームが各部門をより低いコストで接続するため、経費の削減に役立ちます。ビジネスは、チームと連携してワークフローを統合し、組織の効率性を円滑にすることができます。
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