Budgeting / Projecting Hours
We are looking for a feature that we can use to estimate and budget project hours between team members and upcoming team members through each phase of the project (recruiting lifecycle). When I review some of the reporting features, there should be a way to do this with our basis subscription, correct? Can someone help us set this up?
Bulk duplicate and add new duplicates as child records of a different parent?
I am trying to figure out a way to be able to bulk duplicate records in a report (Tasks) that have a parent record as Task Template and be able to add those new duplicates to a different parent which is a Project? The Task Template is a Project but being used to store tasks to be able to copy and put into different Projects. Thanks for any help with this
ZOHO Support Import and the Imported Created and Closed Dates
I am making the switch to ZOHO Support as part of my CRM Plus subscription and part of this migration is importing historical tickets from Fresh Desk and Spiceworks into Support. One thing I noticed is that there seems to be no way to import the historical Created date/Time and Closed Date/Time which makes all my closed tickets (+-7K of them) look to be resolved and created in the same day. Is there a way to import these historical tickets and retain the original Created and Closed date/times?
Accidentally mapped the zohodesk domain to a wrong address and a couple of other questions
I accidentally mapped the zohodesk to a wrong subdomain on my website and now I can't access the zohodesk dashboard to change it back. Trying to access https://desk.zoho.com/support/rolomit/ShowHomePage.do#setup/organization/domainmapping redirects me to the wrong subdomain that I set up and I can't access the dashboard because it returns a DNS error. Additionally, can I get instructions for how to set up the domain remapping so that I dont make a mistake again? Do I create a subdomain and then
Tickets with Zoho
How about not closing your tickets, until your customers issue is resolved. You close the tickets on every response. Even when you are asking for a time for a call. Why not add a Status that is "Awaiting Customer Response". Your customers have no way of seeing which tickets they consider still open.
More review management!
I really like the idea of managing social within Zoho One because we can encorporate our internal task management, CRM, customer data and support tickets to it... BUT, without proper review management, its dead in the water for us. We still need to manage our social, as well as our clients social and reputation management from other social management SaaS. PLEASE consider adding review site monitoring and repsonses from Google my Biz, Facebook, Trip Adviser, Opentable, what ever else you can add.
Community sign-up / sign-in is complicated
Hello, I am testing your Community functionality and find it quite complicated for a regular user to post his questions on it. The usability needs improvement. Basically there are too many complications to post a question. Not every client will be able to do it. For example, sign-up of an account is a tricky thing: 1) When a new user tries to post a question, the dialog requires to sign-in, but no sign-up is proposed at all. Look what the dialog looks like: How can a new user understand that he needs
Unsynced Folders should disappear from PC
Hello, I'm wondering if Selective Sync has same function as in Dropbox: If I unselect folders from Syncing they should disappear from Desktop to save some space on local drive. is that not the case or there is problem with Desktop client?
How to get Employee records by employee id?
I want to fetch single employee record by employee id. I made lot of R & D for API, but still not success. Any budy have any idea about such API please suggest me.
Zoho People system emails
Is it possible for emails coming from Zoho People, like Leave requests, to come from the employee who initiated the request (for example xyz@abc.com) rather than the way they're coming now (xyz@abc.com via mail.zohopeople.com)? Most of these are either being marked as suspicious or plain just landing into Spam.
Employment Rate of employees - Holiday off
Hey guys I didn't find out yet how to set this up: First Issue: Each employee has a certain employment rate. This varies from 100% - 20% (most employees are 100% though) We need to store the employment rate of each employee on the user. Is there a predefined field for this or do I need to set one up myself? Second Issue: Our company holiday policy is 25 Days for a 100% employed employee. If an employee has an employment rate of 80%, he's only eligible for 80% of the 25 days = 20 days. Is there a
Can send e-mails but cant receive emails in my zoho inbox
Can send e-mails but cant receive emails in my zoho inbox
Custom Module Multiselect Dependency Field Require None
How do you get a child dependency field to have a -None- value? I have a couple of dependency fields on my custom module, however, when dependant options are set and the first dropdown changes, the first option of the dependant field becomes the first option in the list instead of -None-, meaning the user can just click save without being forced to choose an option. You can't create your own -None- as thats not allowed, and there isn't a -None- value to select when setting dependant lists to force
Deal Stage Group Fields Tracks When Deal Stage Is Changed - But I cannot sync this with closing deal date (zoho standard field)
Hi Fellow Zoho Enthusiasts Alike I have an existing ticket raised with zoho crm support : Re:[## 30806698 ##] Hi I have a ticket raised Re:[## 30601863 ##] I have a rather simple issue. We are a travel wholesale company and we do packages We have customised deal stages across the following (quote formulation, initial proposal.....closing sale) Closing Sale value = Won deal The deal stage modified is a group field in Zoho at deal level. This logs when every stage update occurs and the time stamp
Possible to View Heatmap Data Pre and Post Web Site Update?
Hello- I'm new to Pagesense and its awesome! Great work! Question: I have about 2wks of heat map data that has been very valuable. But we are doing a web site update that will have a different layout and different content. Couple questions: - After a web site update, will I be able to still see the results from that last couple weeks prior to the web site is change? In other words, after the site up changed, can I still see results from before the change for comparison? - If not, is there a way to
iPad for Cliq
When will the app be ready for iPad?
Live Webinar: Learn all about our new content collaboration tool
Most organizations have a vested interest in fostering greater collaboration among their workforce — as well as with suppliers, partners, and customers. However, as organizations grow, workloads expand, and employees scatter across multiple locations finding the right collaboration tool remains a challenge. Join us for a free webinar on Thursday, April 25, 2019, to find out how Zoho’s new content collaboration tool can reinvigorate organizations by fully engaging employees and increasing productivity.
Client accepting estimates
the biggest problem I have with Zoho invoice is that it does not allow me to completely stay online. When a client sees the estimate and agree to pay it, there is no way for them to sign on the estimate to agree to Pay. Also they need to agree to terms and conditions linked to that estimate and sign that as well. This is would be a great add on to your service.
Zoho CRM Training for Developers, Chennai
Hi Developers/Software Programmers, Here is a great opportunity for the Developer Community to learn the programming elements of Zoho CRM. We have planned to organise a 4 day full-fledged classroom training in Zoho's Chennai office. This intensive training will enable the developers to build additional functionality in Zoho CRM. It is scheduled to be conducted on 22nd - 25th Oct, 2018. The training and delivery includes conceptual presentations, technical demonstrations, Hands- on practice exercises,
Zoho Sites won't publish
Hi We are trying to publish our newly developed website from Zoho site - recruit.co.za and all I get it the spinning wheel of death (Please wait) and nothing happens. Please can you help. We have another site also called recruit.co.za that is blank but won't delete and when we try to delete through the settings we just get the same spinning Please wait sign. It seems that's all Zoho sites seems to do
Adding user
Hi to all I want add this email in in the corporate mail group but do not let me do it, try another different address and add it normally, it only happens with this particular address (send the invitation) info@kermon.ca thanks
How can I insert the Creator form into Web?
How can I insert the Creator form into Web? https://www.dropbox.com/s/65z5cwfsorl2tqa/app.gif?dl=0 I made the above App on Creator.
Problem setting up DKIM in zoho mail using godaddy
Hi I have tried setting up DKIM The 3rd party validity link checks out OK. I created a type "TXT" entry in my DNS Management in GoDaddy using a "Name" field of <selector>._domainkey and pasting the full text of the key in the "Value" field in GoDaddy However when I press the "Verify" button in Zoho Mail the following message returns...."We are unable to get TXT record for DKIM right now...." Can you help I do not know what is wrong. Thanks Joan
I cant figure out how to receive emails after setting up my account
please help
Cannot receive emails send from gmail
I cannot receive receive emails to my crm plus if my customers send me email from gmail
Can't access User Portal despite support recently saying I should have access, support no longer replying
I am writing this because I filed a support request 3 weeks ago and haven't received any reply from zoho support yet, so I'm hoping someone can help here. We are on the previous zoho creator pricing plans (at least, I think that is what they are) and in a previous support ticket, zoho confirmed we should be able to access and use the user portal. However, trying to access the user portal on creator 5 leads us only to a screen saying we need to upgrade our account (screenshot attached). Anyone know
Adding calculated Field to invoice
Hello I want to show the Item rate, Discount amount, ITEM RATE AFTER DISCOUNT, Tax, then total on the invoice.? How can i show "ITEM RATE AFTER DISCOUNT"? can i create a calucated field in zoho books?
User marked as SPAMMER
User : dpoly@powrdsolutions.com Details :User marked as SPAMMER. Mail Fetch has also been disabled for any active POP accounts. Can you please re-enable the user. Thank you!
Quantity of inactive items making Zoho unusable
Please, please give us a check mark on the items page to show only "active" items when checked. I know we can choose "active" from the drop down filter but the moment we search for an item it reverts to "all items" & it's really becoming a nightmare due
Calculate hours
Is there any chance that the the "formula" will have the ability to do calculation using the "time" field in the future? Our company has a form set up for tracking hours worked and we use 2 time fields currently. One for the clock-in time, and one for the clock-out time. It's great for keeping that record, but if there were a way to calculate the hours to show on the report would be awesome. Previously we had used JotForm and their calculator had that ability, but it seems that Zoho doesn't accept
emails delayed or no received
I'm not receiving all the emails, only some and very delayed, this problem has since last week. In mail I receive them immediately and without problem, what is happening?
Please make integration with Zoho Desk as good as it is with ZenDesk
Hello, you have an excellent integration with ZenDesk, screenshot below. Please please please give us this for Desk :-)! And if you do, please put a number on where it says "zendesk" on the screenshot so the user can see at a glance how many Zoho Desk tickets are associated with the task. Thank You Thank you for considering.
Can project resource be added that are not Zoho Project users
Many of our projects have outside resources or our own employees with minor roles. We like to show them on the projects as resources but I cannot find a way to create a resource without it being a Zoho user and paying for the account. Can this be done? Thanks
Tip of the fortnight 5 - Autoresponder emails to improve customer engagement
Hello fellow form builders, Is it raining form submissions? Congratulations! But it doesn't end there. It's time to figure out a way to acknowledge that pile of submissions and possibly convert them into potentials. Instead of sending emails to a mailing list, why not build your own email service to reach customers and make it a part of your lead-nurturing efforts? In this three-part series, we will show you how to use Email Notifications inside Zoho Forms. Today we'll walk you through autoresponder
User is already present in another account
I get "User is already present in another account" error when trying to add CRM app to a user in Zoho One Admin Panel. Please help. Thank you.
I just accidentally deleted a Spam Email and it is not in the Trash. Can I recover it?
Hello, I just accidentally deleted an email that was sent to Spam and can't find a way to retrieve it.
Timeout connecting to SMTP server
Hello, currently I can't send any e-mails via Thunderbird over smtp.zoho.com, there's always a server timeout. Until now the settings have worked fine. I've changed the port from 465 to 587 and back with no success. I also can't ping smtp.zoho.com. Receiving mails on the other hand works. Regards, Christian Schmidt
I can't send a email to @i.ua Server
If I send letters to embroidery@i.ua they return with such an error: In Admin Panel I have notification - http://joxi.ru/52a64MOcEZqPVA , and head of email. What need I do to resolve this error? I need to success send all email to this email address... ARC-Seal: i=1; a=rsa-sha256; t=1554984437; cv=none;
d=zoho.com; s=zohoarc;
b=k6c0ljA7MuKTueHLPA++pVYD7h5bHn5fHjE8Yfj4Qp/sGtQJcgzfEzdL2YTaYtpjJKpPIVYjNS2gZh2/ESM2HbyOwdVPOKK6x4AtpXySNnJxUubmlwrkOs9WL3VBJ1bLcQilGYno9CEChNyuvxsDx103e1Q9F78QI5CwJASSHIQ=
ARC-Message-Signature:
how can i email contact with anpother email adress
i have a problem concerning emailing to contacts if i choose all contact and want to sen dan email i only can send the email by my primary email adress but i also installed another email adress how can i choose that one?
Contact To Multiple Companies
I have some Contacts with multiple Companies. Can I assign one contact to multiple companies? Thanks
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