Header or Background Graphic for Letterhead
Hi there, Is there a way where we can put our letterhead graphic in the background of a text document in Writer? Or I can split the image up and put the top part in the header and the bottom in the footer. The reason is so that I can save out the end result as a PDF and email, fax etc... Thank you, Kyle
Zoho Creator - Customer Portal - get notification when new user signs up
Is it possible to receive a notification by email when a new users signs up via the customer portal? I see a checkbox "Notify on Sign up for approval" in settings, but do not receive a notice by email. Furthermore, it is unclear to me to which email address this notice will be send.
The username which you have entered belongs to a different deployment/region
Hi I am trying to create a email for my business (www.adbooks.in) when i tried to signup with the above domain i am getting "The username which you have entered belongs to a different deployment/region" error message. Can you please help us to complete the signup
ZOHO CRM for Tour and Travel space
Hi Just wanted to know if anyone is using CRM for the tour and travel industry. We have been doing so for the past 2 years, works well with some niggling issues. Will be good to connect with others in the same space
CRO hack #07: See what your visitors see. Give them what they want.
As a web marketer, your job doesn't end after you launch a website and put out a series of cornerstone content. You have to understand how visitors interact with your website and analyze what has worked with your target market and what hasn't. And you can achieve this with the help of session recording. What is session recording? Session recordings are video renderings of your visitor's actions on your website. You can play, pause, and replay the recordings to see how visitors engage with your website.
I cannot increase the number of licenses through the subscription panel, there are no buttons to increase and decrease, who has any thoughts on this?
I cannot increase the number of licenses through the subscription panel, there are no buttons to increase and decrease, who has any thoughts on this?
Sales Signals
I have noticed that I am given updates on when my leads open an email, an email is delivered, etc... However, this does not always happen? Does anyone know why I am given updates only sometimes? Does it only give updates if I send the email directly through Zoho, or can it be integrated so if send directly through Outlook, I still get an update?
Fetch Data
I have two forms Form 1 - enter employee details - which has fields like employee_id_1 (number type), Designation(dropdown) Form 2 - activity details - which has fields like employee_id_2, designation, activity details, location Now, I want to populate designation on the basis of input for employee_id_2. I have made this employee_id_2 as a lookup field from form 1 (employee_id_1) To fetch the records, i wrote the following script { temp_var= Enter_Employee_Details[employee_id_1 == input.employee_id_2];
Tip #06: Make the best use of Zia in Writer
About to share your work with your team? Looking to get a second opinion quickly before that? Let Zia do it. Zia, Zoho's AI-powered intelligent assistant is now part of Writer. She's trained to check and polish your work. She doesn't just read, she understands.
Synchronize Zoho Report with Zoho CRM - Real Time
Hi, I am working with Zoho Reports and the requirement that I have is that all data loaded in Zoho CRM (Campaign, Opportunity, Sales, Products) be synchronized directly to Zoho Reports without user intervention. That somehow be done in the background.
I understand that there is the option of manual synchronization and it is limited to 5 times per day, but that alternative does not meet the expectations of my client.
What alternative solution can you recommend me?
Syntax
I would like to build a field that will add 90 days to the date input. How can I code that? Thanks
Product Details like SalesOrders in custom module
It's possible add product details like SalesOrders in custom module?
Creating Templates - adding more than one page
Hi Im just creating a template to which our tender module will feed into when converting to PDF and i need to add multiple pages on the template, is there a way of doing this? At the moment its limiting me to one page! Very frustrating... someone help please! Thanks
Mail got full in a few hours
I constantly check the accounts of my users and they are by 4GB / 5GB but today in a few hours they reached 6GB and the incoming mail was blocked. My mail is @smartup.com.mx what should i do?
Unattended Installer
Tengo un probleme al instalar el acceso desatendido en las computadoras que quiero dar soporte remoto, en mi cuenta ya tengo 7 maquinas que se instalaron y puedo tener acceso remoto pero cuando quiero aumentar mas maquinas o computadoras al finalizar la instalación del programa me sale una falla ya intente con varias computadoras y me sale el mismo error, pero cuando borro una computadora a la que tengo acceso remoto recién me deja instalar otra computadora para que tenga acceso remoto o desatendido
Auto Number not showing
I have added an Auto Generated Number field in the Deal layout. This is in a section which is displayed conditionally, only when the Stage is "Deal Won". Problem I am facing is that whenever I am creating a fresh deal or a new deal from Contacts, the order id is getting generated successfully, but whenever I am doing it on a deal already created, and trying to edit it and changing the stage and then saving order ID field is blank and shows n/a. Any idea why wouldn't it generate for existing deals?
URL as task field type
I do remember reading a request about adding URL links as a task field type but couldn't find it on search so here it is : Please consider adding URL links as a task field type.
Implement Double Opt-in based on signup form checkbox
Hi, I understand that Zoho provides permission-based marketing via Zoho Campaigns. In practice that means, every time a contact registers via a signup form a double opt-in message is sent out to the contact. This basically works when collecting newsletter registrations. However, this may not be GDPR compliant when using the signup form feature for implementing whitepaper downloads (contact has to provide email address to receive a whitepaper): AFAIK it is not allowed to trigger the collection of
Text Box Background color won't change
Hi, I'm trying to set up an email campaign template. One of the text boxes auto-populated with a beige background color. I have tried to change it to white, with no success. How do I correct this? thanks!
RSS feed
Hi, My RSS feed campaign is not updating the blog posts. I've clicked the Update Feeds button with no luck. Please advise!
I cant create users
when i am trying to create additional users i am getting the following errors PP115:Oops! Something went wrong. Try again later i am unable to create any more users(email ids)
Drip Campaigns
I would like to know step by step how to create a drip campaign to nurture leads.
Why cant i use the projects website on ipad
When i log in to the projects website on my iPad it launches the iPad app. id like to view the website occasionally as the app itself doesn’t support many features that the website does. any way to do this?
Using Zoho SDK for Zoho One?
IS it possible to use the Zoho SDK/Rest API for communicating with Zoho One?
[Tips] Use something else then SUM in Page's chart
Here's a cool trick I learn last week that changed my life, hope it can put a smile on some of your faces as well. Currently, in Pages, when adding a Chart, you can input aggregated or actual values as Y axis. When choosing aggregated values, you can only select SUM of fields. // How to Well, if you go play in the Application IDE a bit, it actually supports other mathematic logic. So far, I've only tested MIN, but I expect this to work with MAX and probably AVR as well, up to you to try it out. The
MS Outlook Integration
Hello - we were told last year that a MS Outlook Integration similar to Gmail was in the works. Will this be coming soon?
Job Description Parsing
I would like to have a feature in Zoho Recruit to parse Job Description and automatically extract relevant and in-context keywords from the JD provided. Integrate this new feature with your candidate match feature would allow recruiter to source candidate much faster without manually typing keyword to search for relevant candidates for a particular job opening.
Custom field in linking module.
When I created a custom field in the linking module when I created a record, I began to receive internal error. Api name of field is correct. What is wrong?
Webchat - Google AdWords
Hi there, can anyone tell me if a chat is available that will allow us to track how the user reached our webchat (for instance by clicking on a Google AdWords) We currently use SalesIQ but this information is not available through this?
Unable to Sync Contacts/Calender/Taks with outlook 365
Hi, I'm trying zoho CRM plug-in for Outlook 365 so that we can decide on the implementation soon. Unfortunately I'm unable to find a setting on how to Sync the contacts, tasks and calendar. Your online help topics are too old.... the current outlook 365 does not have options to sync in given path as zoho CRM> settings> setup> marketplace> microsoft> We are on Office 365 professional licence and Use Mac OS. The outlook plug in also does not show "conversations" email list as seen in other videos!.
Invoice to Work Order
Goal: Choose and invoice and have the option of creating work order with a custom set of fields to go through production. To have my digital file system (art files) with folder names that match Invoice #'s / Work order #'s. That way we can at anytime look up an invoice # for a client and find the art work and pricing with ease. Has anyone created anything like this? Work order would have the same # as the invoice and would carry over the contact information, etc; basically the same top portion as
BAJA/CANCELACIÓN CORREO ZOHO
Buenos días, Podrían indicarme cómo dar de baja el correo Zoho. He seguido las instrucciones pero cuando le doy a eliminar me dice que>: "no estoy autorizado para realizar esta operación" Y si no lo está el titular propietario ¿quién lo está? Gracias.
Exported zoho Invoice does not reimport easily or correctly
Hello, When I export an invoice from zoho books I would except it to import back into zoho books 100% of the time without any manipulation of the fields or the data. This is not the case and is quite frustrating. 100's of invoices that I need to import
PLEASE stop forcing stuff down my throat!!!
Every time I login to the platform there is one type of notification or another preventing me from just using the platform. I am tired of saying "No thanks" to 2FA, "No Thanks" to new feature notifications, etc. This is the apps and the control panel. This used to be an easy to use platform for building catch-all mailboxes or managing complex inbound mail flows. It has become a never ending feature-bloated suite of compulsorily connected products that becomes less user friendly and ergonomic every
Host not reachable when sending
Hi, We're having issues sending to certain domains from Zoho. The problem only seems to be happening with 1 email account in our system, and it only happens when sending a 'fresh' email. We don't have any issues when replying to a message. This is the error message: "Temporary failure when delivering email to the recipients. Emails in queue will be retried automatically." The message never actually sends. I've tried deleting the user account and then re-creating it, but that hasn't solved the problem.
zmail protocol open sourced?
Will zoho be the only source of apps for the new email fetching protocol? Or will projects such as Thunderbird or K-9 be able to support them without incurring a licensing fee? By Zmail I refer to whatever protocol ZohoMail app employs to fetch and send email on zoho accounts without IMAP or SMTP.
Having issues with verification. Shopify and HostGator
Hello. I am trying to verify ownership of my domain. I purchased the domain in HostGator and hosting with Shopify. I'm unable to manually change the DNS settings in HostGator. Can someone assist? Thank you.
Ticket Search displaying wrong ticket status
When searching for tickets using the general search, the results page often shows the wrong ticket status. For example, we have a blueprint that automatically moves the ticket from On-Hold to Open when a customer adds a reply. The result page shows the On-Hold status, but when clicking the ticket it clearly shows open. This issue persists even if you perform the search again after just viewing the opened ticket. This seems like some sort of indexing issue, but I can't figure out how to get Desk to
Zoho One: Can't manage non-admin users
Purchased 10 annual licenses for Zoho One. Nothing but problems related to this buggy platform. The latest one is that when I (as Super admin) click on a regular (non admin) user in Admin Home (https://one.zoho.com/zohoone/securonet/adminhome#/users), it quickly flashes the "loading" dots, then shows "Select a user to view details." If I make a user admin, I'm able to edit the user record normally. We reached out via chat to Zoho, only to be told there is no chat support for Zoho One customers; we're
tax1099 vs Yearli Integrations
Is anyone able to provide feedback about using either of the tax filing service integrations within Zoho Books? Specific points of interest: If you picked over the other, why? Also cost, ease of use, any interface problems Thanks in advance, Steven
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