Blank plugin in outlook 2016 64 bit
Hi I have installed the Outlook plugin (ZOHO CRM) to day. I seem to be able to login (two factor), but the plugin stays blank. What do I do wrong? I have the ZOHO CRM for email (old one?) plugin installed as well from back in the days. That almost works I purchases pro licens today
JotForm Integration
Hi! It would be very helpful if JotForm and Zoho integrated where checkbox fields would transfer to Zoho from JotForm. Example: "Check all that may apply"
Could not connect to the SMTP host.
Hi, I am using free Zoho and configuring my wordpress site to send email through zoho smtp but its not going through. it says "Could not connect to the SMTP host."
Searching phone numbers
If I search for a phone number and it's not written the same as how I search for it eg - 07898 898789 & +447898 898 789 it won't find it, and if I just search for the last three digits and they're not separate from the rest of the numbers it won't find it. This really needs to be improved so that it matches anything.
Free Webinar - Learn the gray areas of privacy compliance from the viral Monopoly Man
Hello users! We have some exciting news to share with all of you! We have collaborated with our sister division 'Manage Engine' for an exclusive webinar on privacy and compliance with Ian Madrigal, popularly known as the viral Monopoly Man. Ian is a lawyer who spends most of his time campaigning as a privacy activist, creating awareness on consumer security and other areas of concern in the Security domain. He's actively stood up against top firms like Google, Facebook and Equifax to name a few.
Data Sharing on Free Version
Hi. We're trying to evaluate Zoho. On the free version, how do I share leads uploaded as SuperAdmin with the other two users? The documentation does not seem to match the actual product. Thanks, Mike
Zoho Campaigns Community Meetups 2019 - Australia
Hi everyone, Hope you all had a great start for the year! Zoho Campaigns is back with its first round of Community meetups for this 2019. Location: Australia Cities: Brisbane, Sydney, Melbourne, Adelaide, and Perth Agenda 1. Introduction to Zoho Community 2. The Basics of Email Marketing: Creating effective campaigns Integration with Zoho CRM Content Personalization Best Practices 3. Drip Marketing 101: When and why to use drip campaigns Autoresponders and Workflows 4. A sneak-peek of Zoho MarketingHub:
Problem with Macros not Showing
The only type of macro that appears under View Macros are Subs with no parameters. Functions with or without parameters and Subs with parameters are not shown.
Event with 2 time zones
How do people handle entering a flight that starts at X:XX in Time Zone 1 and then concludes at Y:YY in Time Zone 2? I have a long trans-Pacific flight where it landed "earlier" than it departed. I couldn't enter it into the calendar as an event. I had to list 2 events: X:XX flight takes off; Y:YY flight lands. But that doesn't block off any time as busy. What do you do?
Share Zoho Mail Calendar using Private Address for ICAL Not Working
I shared my Zoho Mail Calendar using the Private Address for ICAL. The problem is that I only see one event on the calendar I am sharing to, even though I have multiple events on my Zoho Mail Calendar. I even tried removing the calendar and adding it again, but no fix. I even also tried Resetting the URL in the Zoho Mail Calendar settings and adding it using the new ICAL URL, but no fix. Can you help?
Round 2 - Campaigns Community Meetup - United States (West Coast)
Hello everyone, Hope you're all doing good! We're back yet again with our second round of meetups at United States. Here's the list of all the upcoming meetups: Location - United States Cities - Seattle, Portland, SFO, Pleasanton, San Jose, Los Angeles, Irvine, San Diego Agenda: 1. Introduction to Zoho Campaigns Community Learn what are the learning initiatives we do, and how you can contribute. 2. Creating targeted and personalized email campaigns that drive sales (with Zoho Campaigns) Get to know
Show addons on the pricing table on frontend
hi. i have several products and plans, and i place a pricing table using the code of the widget. but...i can´t see the addons created for the plans. son the user can´t choose them on frontend. what am i doing bad? thanks
Mail blocked ERR 554 5.1.8, accidentally sent to the same email address twice while sending out cold emails.
My mail account got blocked because I sent out the same email to one account twice while sending cold emails. I send all the mail one by one so it's not spamming, but I can be sending out the mail too quickly.
We have a professional suscription and the software keep telling me I must pay more.
Dear support team, We are using the professional plan for 3 months. This week I was going to use the report feature that is included in this plan and a message appear and says I must upgrade it to use it. Can you explain what's going on? Thanks in advance
Define/segment territory arbitrarily
Until now we have defined territories as entire US states, but now we are looking at cutting California in half. Sorting by Mailing State no longer works for this, so my thought was we could use cities, however California contains hundreds of cities. Is it possible to do this without specifying every city manually? If not, is it even possible to have hundreds of conditions for segmenting a territory?
URL Split Tests: how to prevent form variant pages being indexed by Google
Hi, let's say I have a page domain.com/page-1 Now I create two variations domain.com/page-1a and domain.com/page-1b and create an URL split test. How do you prevent page-1a and page1-b being from being indexed. What's the best approach: Add a noindex on those pages? Or using canonicals to link to the original page? What do you recommend or is anything already happening automatically?
date of birth
how do i date of birth field in the form?
How to add the payment field to downloaded form
Hi all, thanks in advance for any help. I am just starting with zoho forms. I have created my first form and in order to add some custom styling to it I have downloaded the html and css. However, the payment field is missing. Can anyone advise of ways to show the payment field??? Thanks for the help,
Zoho Forms and Desk Integration
If I have a Zoho form that is integrated with Zoho Desk, will the Account and Contact be created in Zoho Desk when the form is submitted? If so what fields need to be mapped?
Adding Attention field to the exported PDF
Hello, is there a way to make sure that the Attention to field is in the invoice. Currently I have to manually go in and add it each time I export an invoice to a client. Once that is done then I have to go back and change it for the next invoice. If I only had three customers I could create a template for it and just use that. But we have many customers and it is very time consuming when I am sending out 20 plus invoices at a time. Can this be put into a suggestion for future feature that Zoho
When was the 100K records per employee cap implemented for Zoho One subscriptions.
When I signed up for Zoho One, the limit for Analytics was 5.2 million records with NO "per employee" restriction. Today, I see there is a 100k record per employee limit. I'm a Zoho One single-seat license holder (a Solopreneur) and feel like the ground keeps shifting beneath my feat. When using Zoho Forms, records are stored in Analytics. My license allows for either 20,000 or 200,000 form submissions per month. Unsure because the number has a typo in your plan details page (see attached.) Assuming
No bounce-back if sending mail through CRM
Currently, when you send mail through zoho crm you don't get a bounce-back if the email address is invalid. This can cause significant delays as one could easily assume the mail got sent out fine since there was no obvious errors. Thanks
Serial Number on Purchase Receive and not on bills
I think serial numbers should be added to the purchase receive page as well and become mandatory on that page and should be optional on bills. At the moment serial numbers are mandatory on the bills page. I think this is a mistake since most manufacturers will send a bill without any serial number and will either send the bill numbers later with the shipping documents or some do not even send the serial numbers by documents you will simply just "view" the serial numbers when you receive the items.
automatic closing of a task when a lead is converted
Hi all ! For a certain souce of lead, a follow-up task automatically creates. Task = FOLLOWUPLEADNOW Subsequently, the seller run a macro that will convert the lead into account, contact and opportunity. The macro will also create the task FOLLOWUPOPPORTUNITYNOW. I am looking to automatically close this task when the lead is converted and the new task created. I am able to identify this task because it has a unique name, we can know that the lead is closed and the opportunity is created. PLEASE HELP
Insert data into fields based on a condition in another form in Zoho Creator
Hi All I am having problems/issues with the following so hope someone can assist. Here is my scenario: I have 2 forms. Form 1 is called All _Airstrips. Form 2 is called Airstrip_Profile. Both forms have 7 fields which are common or with same structure. The common fields are called Airstrip_Name, Lat_Deg, Lat_Min, Lat_Sec, Long_Deg, Long_Min, Long_Sec. On the form All_Airstrips, there is a dropdown field with 2 options. The 2 options are 'Verified' and 'Unverified'. When a user edits or adds data
weird calendar bug with tasks and duplicates
see attached screenshots. the calendar is showing 1000's of recurring tasks for the same day. this happened last week too. the tasks do not show in the project itself.
Stop duplicate subscriptions.
Hi all, I am testing out using the hosted payments pages for new subscribers to my platform using Zoho subscriptions. The one huge issue I see is that there is no way to stop customers setting up multiple accounts with the same email address. Is there a way to fix this?
CRM Lead ID (and Unique URL like salesforce.com) for use with callfire.com
Is there a similar function or tool like with the salesforce.com unique URL for each contact or lead, "https://na7.salesforce.com/00QA0000006X6sr" for example, which will enable us to access and update a lead through a link. I know zoho crm has lead and contact id's, but I don't know how to write code or utilize API's. Callfire.com has an explanation for doing this with both saleforce.com and sugarcrm.com. See http://www.callfire.com/blog/?s=Hosted-crm Thanks very much
Campaign test email loses formatting when sent
Please see the below 3 attachments where the formatting has changed from seeing it inside Campaigns, to the copy that is received via email. Please help. Thanks Sam
Coupon field on 'Update Payment' hosted page
HI All, How can we add a coupon field to the 'payment update page'. We want customers to be able to input a coupon code when they update their credit card details. I have created a coupon and associated it with the main plan we have but cannot find the setting to add it to the ‘Payment update page’ hosted form. Thanks
Assist won't connect to any PC's at one location
We have users across different locations, all of which used to be able to connect with Zoho without issues. In the past 2 weeks we can no longer connect to any PC's at one location - they all have the Unattended Access version installed, but when you Connect via web or desktop app the connection just stays on 'You'll be able to access the remote computer shortly'. Access to our other sites is possible as normal. Any ideas on how to resolve this, please? Example session key=724952820 and key=979388846
profit - loss & ledger : item wise
are there any reports , where i can see 1 single window ledger for a item , which will show me its purchase , sale , credit note , debit note for a particular period. a report showing me particular item , purchase & sale transactions , for a particular period with price , date & all details. 1st : i am asking for ledger , like there is customer ledger , in same way , ledger for items. 2nd : asking for profit & loss with all details for particular period
Auto time tracking when blueprint applied
Hi, it appears that auto time tracking is not possible when a ticket is subject to a blueprint. If one uses the blueprint to transition to the next state and auto time tracking is on (field update), no time is recorded. I want to auto track the time spent on a ticket and sum this up until the ticket is closed. Can someone advise how this could be possible or if enhancements will address this in future? Clinton
Definition of Potential Name, Account Name and Contact Name?
How does Zoho define Potential name, account name and contact name? i
Zoho WorkDrive desktop app sign in screen is blank
I've just installed Zoho Work Drive Desktop app on Windows 7 desktop. Installation proceeds without any error. But clicking on Sign in shows a blank screen. We've tried restarting computer, reinstalling app and changing default browser (we've tried chrome & opera).
Error - Zoho Extension is not available for your region.
Hello Support, One of our clients is located in UK and they are using Zoho CRM Plus on Zoho.eu. They tried to install our ClientPoint Zoho extension and getting the following error message:- "This extension is not available for your region. Please mail us at sales@zohomarketplace.com" Can you please look into it and let us know why this issue is occurring for the users located in UK. Our extension name: ClientPoint Marketplace URL: https://marketplace.zoho.com/crm/paperless-proposal Thank you,
Sometimes ticket can't record on Zoho Desk
Hello, When we received questions from our customers by email, questions are recorded as ticket in zoho desk. But sometimes some questions haven't been recorded since the end of March. then when our customers resend email for request, the question was recorded. Why were occurred this situation? Would you please give us some advises for handling this situation? Best Regards, Etsuko Shirotani
Client Replies Not Being Logged In Thread
Hello, When a client responds to to a ticket response, it does not show in the thread, we do get a email notification but the client's response is not shown in the thread. Is there a setting that would need to be changed? Thanks! Dan
Can I create a flow from Zoho Subscriptions to Zoho Sites Member Portal?
I'm very short on time, so I'm hoping someone here can help quickly. So I do not waste time trying, I need to know if it's possible to create a flow from Zoho Subscriptions to my Member Portal in the New Zoho Sites? I was not sure if I should ask this in Zoho One, Zoho Subscriptions, Zoho Sites or here for fastest answer. I'm hoping I chose well. Here's to the future!
Not able to add users ie create new email address
Hi, I am not able to create a user(create a new email address). I am getting error PP115:Oops! Something went wrong. Try again later How to address this issue? Thanks
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