Client would login to restrict login times for certain users
I thought that was discussed during my training, but can't find it. Is this possible?
RSS not showing current post
My RSS is not working
Problem with connect to Instagram
Hello, I can not connect my Instagram account to Zoho. I get the following error message: "Apparently you have not granted us access to your Instagram yet." I have an Instgram Business account and a Business Facebook page. Both are connected. See screenshots. Request for support!
Syncing Connect Groups w/ Google Cal
Trying to get events in Connect Groups to sync with a Group calendar on Google. When going through the setup process i rcv. an error Something went wrong. Please try after sometime. No matter how i adjust settings i get the same error. I have tried over the course of a few hours and continue to get the error.
not receiving the email
hi sir, i am sending the emails from zoho but unfortunately i am not receiving the email on zoho mail i have update the MX records as well on my domain( majeedsons.com.pk ) but still i will unable to receive the emails. kindly help me in resolving the issue.
Zoho CRM Feeds Integration with Zoho Connect
Would be great if data from Zoho CRM Feeds would display in Connect so we can track conversations in one place.
Accidentally deleted emails
Hello, I accidently deleted an important Mail from my customer from the trash (or spam, i'm not sure) Can you please recover the spam and trash folder of my mail account for the last days? Thank you very much
You do not have permissions to create this account in Zoho Mail
I'm trying to add new user lik eric@webxsystem.us but it is now allowing me to do so please resolve this problem. Thank you
Code error 4600 message : You are using unsupported lower version of TLS. Kindly upgrade to TLSv1.2 or above
PDF document emailed via an API is being generated with the following error message: {"response": {"uri": "/ recruit / private / json / Candidates / downloadFile", "error": {"code": 4600, "message": " to TLSv1.2 or above "}}} It has been verified that TLS is updated in version 1.3
Pleas help, can't access zoho sites
When I click on "access zoho sites" I get a blank screen. I can log in and out of my account, but I cannot access my sites index or the site builder.
Unable to access Zoho via outlook (windows)
As of today, for no reason, my zoho email via outlook is inaccessable, and simply continually pops up with enter your user name and password for the following server box. I have removed the email account, and set it up again, still I am unable to access with the same error. I am able to log on through Chrome and zoho direct, though this is cumbersome and I want to be able to utilise outlook. My phone Zoho app is working, so not sure what Zoho has done now, but not surprised! Soon to lose my business!
Automatic Bank Feed "Chase" - Importing refunds as Money Out
Hi, The automatic bank feed currently imports vendor refund transaction from our Chase Bank account as money out transactions. It's been more than two months now and Zoho's support team still didn't find a fix for this issue. When can we see an update on this? Thanks in advance ;)
Zoho CRM Tip - 53: How to include customers as a part of your sales process?
The main purpose of using a CRM system is to manage customer interactions across different touch points in an optimal manner. That said, too often, CRM usage starts and stops with the sales process. Is there any role for prospects and customers in your CRM strategy? One may wonder why include prospects and customers as a part of your CRM strategy. That's a question I'm going to answer with this week's tip. Use Case: For better understanding, let's look at Zylker Inc., a company that provides household
NEW Zoho Sites Blog features, configuration, and limitations
Where do I find a resource explaining ALL of the latest features, configuration, and most importantly.. limitations of the NEW Zoho Sites blog feature? I've implemented it on my site and I want to learn everything about the NEW blog feature and functions. Thank you, in advance, for any and all help, advice, and guidance. Here's to the future!
I deleted the default Zoho Signature by mistake
Hello, I deleted the default Zoho Signature by mistake and wanted to know how to restore it? Many thanks.
Quotes in Zoho Sheets related to Zoho CRM Quotes module
HI, Since there is no line items improvement in Zoho CRM, I wonder if i can user Zoho Sheets new custom functions to link a Zoho Sheet Quotes template with data coming from Zoho Quotes Modules or better yet from Zoho Books Quotes... Anyone tried this before ?
Tip of the fortnight 4 - Best practices for building your e-signature workflow using forms
Hello fellow form builders, It's another fortnight - ah, time flies, doesn't it! Recently, we rolled out our integration with Zoho Sign (read our announcement post here), and it can be incredibly useful in collecting secure e-signatures from your form respondents. Getting your agreements, contracts, waivers, etc. legally bound through this e-signature workflow is easy, yet every use case needs a distinct workflow setup. That's why today, I want to share a few of the best practices you can follow
Zoho CRM v2.0 and 1.0 API access
We are currently in the process of upgrading to Zoho CRM 2.0 API and the code has passed development and is onto our staging area. Our staging and production use the same CRM account so my question is this. If I generate new v2 API credentials will that nullify the v1 API credentials or can you have both of them active at the same time? We are worried that if I activate the v2 credentials that it'll stop production from working. I hope this makes sense. Thanks in advance.
Consolidated Invoices with detailed items or customer payment details.
Hello, I have installed Zoho books one of my client. It is working fine. But one requirement is necessary otherwise they will switch to some other provider. So, can anyone help me here? I need to generate a customer payment details with invoice details in it. Now it is only showing the invoice number and amount. But he needs the invoice details like item name, quantity, price and amount for each invoice. Thank you.
Email on shipping address
Hi There Is there a way to add email into the shipping address of a contact? We serve large companies where 1 company with 1 billing centre has 10+ shipping addresses and contacts. What we do is create an invoice, select the shipping address, however there is no email associated with that so it makes it really difficult to easily email the shipping contact or keep them in the loop without some kind of manual look up. Any advice or help is appreciated. Dave
Account is inactive
Hello i'm trying to login in my account : jacky.xing@dbappsecurity.com.cn but it said "Account is inactive" How I can change this situation? please help me solve that issue Thanks
Problem in response to campaign
I have a couple of doubts about the response to the campaigns of my potential clients who attended the advertising. 1- The campaigns are answered by the interested parties and the answers are sent by mail to the recipient defined in the creation of the campaign? 2-Answers to campaigns can be seen in Zoho Campains? or just by email?
Deleted emails from trash
Few emails has been accidentally removed from one of our client sales@freezee.us Missing emails from 15-01-2019 to 01-04-2019 please retrieve the emails soon .Emails has been deleted 01-04-2019. .
Empty New message at login
Hello, When I log into my zoho webmail, I start on a fresh empty message, instead of my inbox.
Tip 24 - Zoho Sprints integrates with source code management tools
Are you an agile team that manages all your code repositories in GitHub, GitLab, or Bitbucket tools? Now you can manage your code repositories the agile way right at one point. Zoho Sprints now offers a suite of integrations with GitHub, GitLab, and Bitbucket. Integrating both the applications We have all the three applications listed in our Integrations section under Settings. You have to Authorize your third-party tool with Zoho Sprints to initiate the integration process. Mapping repositories
User is already present in another account.
Hi , I got this error when I try to invite this user l.eid@imtilak.net to CRM, “User is already present in another account.” Please fix this issue, we have not added this email to any other CRM account
Email security
Hi can I prevent a record being created using certain email addresses. E.g. How can I stop an employee creating a record with my email address.
Mail Group , automation assignment
Dear Zoho Team, i have a company email , putting on website , so customer can send email to this for consultant on products. I would like to assgin round robin to staffs of sale teams. Though i try a few way ,but still not good : 1/ Setup group in Zoho Mail Admin, it will send email to all staffs in group . But round robin automation asssignment is not possible, leads is leaked . 2/ Setup that email in Zoho desk , and set rules, it satisfy our needs. Only problem is that team needs to work with
Show your community the value of their involvement.
A simple way to engage your user community is to incentivize their participation. Points, levels, badges—though these might not be tangible, they make people feel noticed and appreciated. With Gamescope for Zoho Desk, you can set up these incentives for your user community. POINTS Points are awarded to users for performing actions such as posting a topic, voting, and replying. Each type of point can be enabled or disabled, and the value can be changed. Anyone who has permission to edit the Community
Manage Customer in Amniscient
Hi There, What is the only right that Amniscient super admin keeps while managing its customers'? Is there way, that super admin extends all of its administrator rights to the employee?
Attachments for windows version
I've created a few notes with word and PDF attachments. When selecting the note card with an attachment, it does not open the default program (I.E Word or PDF Viewer). It just brings up a dialog box to download the attachment. In the Android version It works as expected by actually opening word or my default PDF viewer.
Printing
1. is there a way to print all notes in a notebook 2. is there a way to Only print "unchecked" items...can you hide completed items somewhere in settings?
Sales Stage Checklists - Blueprint vs New Module vs Layouts
BACKGROUND: We have 12 sales stages that each deal moves through. At each stage there are tasks to be completed and checklist items to be ticked off (checklist items don't have due dates). Note: checklist items are stage dependent, not date dependent - so they are not tasks with a due date, they are tasks with a due stage. QUESTION: How best should I create a checklist of items tied to each stage in the sales process of a deal? Should I use just add custom fields that Blueprint checks are filled
Formatting Options on the Page Designer
Can we get some text formatting options (left, center, right, bold, etc), on the page elements, like the TEXT ONLY element, and the IMAGE AND TEXT, etc.
Outgoing email being marked as spam
Apparently all outgoing email I am sending from my Zoho account is being sent as spam. The only people who are receiving it are members of my lifechanges4women.com group. Even when I am emailing myslef to a different email it goes in spam. Please help me correct this.
Some feedback from a recent Zoho Forms project
Hi, I recently implemented a Zoho Forms quote form for a client to provide a quick way for website visitors to get a price for the client service, a fairly common use case for Zoho Forms I am sure. During the project, the following feedback came up that I thought was worthy of a feature request. 1. Ability to display a different form title than the actual name of the form in the Zoho Forms admin UI. For example, you might have a form called 'Quick Quote Form' but you wouldn't want that to appear
PP115:Oops! Something went wrong. Try again later
when we trying to add new Account or Change Password. we are getting Error Like this
Limited by phone number for multiple domains?
I want to setup a paid account with support for multiple domains. Users may have email addresses in more than one of those domains. I've run into problems where one phone number can only be used with one user, for example I use a business email for some work I do and cannot create my own account without deleting myself on that account. My question is whether users will be able to be assigned to more than one domain if I delete myself from my friends account and set up my own paid multi-domain account.
Zoho Mail app upgrades to TLS v1.2
Hello everyone! Greetings from Zoho Mobile apps team! Keeping your data safe and secure is of utmost importance to us. As a part of our ongoing efforts to enhance security, we will be retiring TLS (Transport layer security)1.0 and upgrading to TLS (1.2) and this is effective for our mobile apps also. If you are using Zoho Mail mobile app to check your emails, check that you are using the secure version of the app to ensure your data security. If you are an Android user: 1. Ensure that you have
Tip of the fortnight 3 - Create merged documents with form responses
Hello fellow form builders, It's another fortnight, and I am back with an exciting new tip. In the previous post, we discussed how to deliver the PDFs of the submitted form to your customers. To continue with this process, let's take a look at how to create dynamic documents with the responses that fall in your form. Sending Order Receipts upon successful purchases, Interview Call Letters to chosen candidates, Invoices for your customers, Certificates on course completion, etc, is crucial for your
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