Zoho Docs Attachment Pop-up Window... can it be made bigger / wider?
We use Zoho Docs along with CRM. When our reps are attaching brochures to emails via CRM they constantly complain that the popup screen where you attach files is too small / narrow and they often attach wrong files because they can't view the full file name. Would also be great if you could search by tags and scroll through the list of files rather than clicking the pagination arrows! Thanks for reading!
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Spellcheck Not Working
Hello, yeaturday I noticed that spellcheck is not working. As I remember, as I typed, my miss-spelled words were flagged and could fix as needed. I have tried on Chrome, IE and Firefox. Can this be investigated please? Link to my test doc; https://docs.zoho.com/writer/open/7290q50a70a755458490aa29a1717478afedf
Does anyone know if there is a SimilarWeb or Owler Typr Integration for CRM
I am looking for a service like similarweb that or owler that will take website analytics and push it into a lead object. Anyone ever come across anything?
integrate zoho to wordpress
Hi I want to integrate zoho to my wordpress site. I want a form to upload resume and send it to zoho. ps help me .
Search records from multiple fields - Like a Google Search
Hello, I would like to be able to have a form with a search feature which can draw from multiple fields on another form. FORM A would be for all the data entry of the records. FORM B would require the search feature, and would be to record usage of the items recorded in FORM A. Is this possible to do, and if so, how would it be done? Thanks in advance! (Im still very new to this whole database thing so I have not alot of ideas how this more complex stuff works) Example: FORM A --- Song Title Artist
Mail recieve in desktop slower than mobile
Hello Zoho Mail, I have a trouble with recieve email. I recieve in mobile but in laptop don't recieve. I use IMAP protocol. Please check this trouble. Thanks! 717 Architects
Help with subforms fetching
Hi guys can anyone help me. I have a system to control machines where a have 3 forms. First one is a base lookup form that goes: Shift Start Hour Finish Hour Day 6 15 Afternoon 15 0 Night 0 23 Second one is called Shift that goes Date Shift Operator Equipment 25/06/18 Day Joel EX43 And the third one is a subform
Zoho calendar and event oauth scopes error what are the actual oauth scope codes
I need zoho oauth scope code please provide
Unable to send or receive emails
I have deleted some emails, but From abhisheknama@abhishekpictures.com mail, we are unable to send or receive emails. Please any one tell me what to do?. Thanks in advance.
Warning: Unverified Sender.
Recently, I often receive mails with the warning as in the subject line above. I've noticed that some old mails in my mailbox when opened now have this warning even they were received with no warning in the past. Also, some of the newer mails were received with warning, but the warning disappeared later. The help given following the ? mark wasn't very informative. Can you please give me more explanation on what's wrong with these mails? Best regards & TIA
Mailbox unblocked
Dear Team, My email jeenalshah@leopackersandmovers.com outbox has been blocked. Can you please help in unblocking the same. Regards Abhay Shah
Shopify Multiple Accounts
Does Zoho inventory still not allow a sync with multiple Shopify accounts? This is an old page that discusses it https://zohofinance.uservoice.com/forums/294735-zoho-inventory/suggestions/10333245-shopify-multiple-accounts-for-one-zoho-inventory-a It was supposedly moved into development in February 2016! We are trying to find a good platform to integrate with Zoho inventory but we have multiple websites and Shopify does not allow multi-store so it would require 2 different accounts.
Departments Count have exceeded your plan
Users are getting this error in Zoho Desk when attempting to enable Departments. Cannot find anywhere where we can see our Departments limitation, or how to increase the departments limitation (only user licenses).
DESBLOQUEAR CUENTAS
Cordial saludo, tengo dos cuentas bloqueadas: presidencia@humanizando.com spresidencia@humanizando.com supongo que por enviar correos de más. Podrían por favor desbloquearlos? Gracias. Lewis Sarmiento.
Searching for records by date
Is it possible to set a search or filter for records with a date that is NOT in the last N months? I am trying to set it up so that our admin can easily see which records have NOT had an assessment done in the last 6 months. I see that there is an option in the drop-down that says "is not" - but I get the impression that is only for a specific date and not for a date range. Note: assessments are in a sub-form. I am viewing a report for records of the main form with a column for the assessment
AVG of total ammount per day of month
Hello I have a table that stores a column "QTY" related to a Month and a Year. What I would like to get from Zoho Analytics is a chart that would reflect the Average of the "SUM(QTY") but per days of the month. For example,. if I have the table like this Year | Month | QTY | User 2019 | January | 10 | 1 2019 | January | 12 | 2 2019 | January | 18 |4 2019 | January | 15 | 3 The chart would be a column where QTY per day for January would be SUM(QTY)/DaysofMonth(Month) 43/31 = 1,38 So then table will
Suggestion to save new user frustration - Tell them timings don't become visible till email is approved
I found myself frustrated by this, even though I'm fairly good at picking up software. When trying to set up a drip email campaign (a confusing term the way it's used in the product by the way), it can be frustrating for those of us who learn by doing and testing to not be able to find where we can specify the timing interval between emails. I'd suggest making a mention of this more prominent. It would probably save some time and frustration for new customers. Just a thought. Actually, if it is not
Kaleyra SMS CRM Extension- Archiving?
To what extent are the SMS messages I send from this extension from CRM archived? Are they at all? For how long? etc...
Workflow for Updating fields is not working
Hi, I have created one report based on one form wherein i have added an action. This action should be perfomed whenever someone clicks the respective button and the workflow for updating one field of the same form (on which the report is made) should be executed. But this isnt working. Nothing happens when i click that respective button.
PDF File Failing - Record Template
I'm having issues when downloading a Record Template because it has a lot of images coming from a subform. File fails when I resize the image field of the subform editing the HTML on the record template. Do you know a solution to resize images without making the download file to fail? Thanks, Antonio Contreras
Apply one time mathematical operation to all values of a numeric field (all records)
I have a numeric field in a database that holds about one thousand records. I would like to multiply by 1.05 all the values linked to this field in all records. Is there a function that can help me achieved this without having to edit individually the 1000 records? Thanks for your help!
Sent Items from App and Webmail ending up in Outlook Inbox
Hello! We are using Outlook 2016 on Windows 10 Professional. When a user sets up an out of office reply via the webmail access, or sends an email via the zoho app, those sent messages get sorted by the rule that sorts emails sent by him into a folder. He has this rule setup so he can reply all to a group he belongs to, and those certain replies get sent to the folder. Typically Outlook only runs these on the Inbox, but when these messages are sent, either they are coming into the Outlook Inbox, or
Can a new "customer" be added via a workflow?
I am setting up a database for our volunteers, and I'm wondering if it's possible to create new users in the customer portal via a workflow? What I'm hoping for is that once people submit a volunteer application by filling out an online (published) form on our site, our admin staff can simply click a button in the report to accept this volunteer and have a workflow create a new user profile based on the email they submitted (which would send the new volunteer an invitation email to set up their password).
the eu version of the customer portal is NOT working
Please help we are asking our customers to use the EU version of the customer portal this weekend but the portal seems completely unaccessible (while the app works fine).
550 relay not permitted - Error?
When sending an email to pranav.ramesh@laphatize.com through another provider ex. gmail, I'm getting the error 550 relay not permitted. See Attachment. It's really annoying as I am able to send messages but can't receive anything. Help needed! Thanks!
Sync is overloading computer storage capacity
We did the migration from Zoho doc to Zoho Work drive, we did this using the desktop sync. This resulted in having all my files from Zoho doc and Zoho work-drive on my computer hard drive. I ended up running out of storage on my laptop. Any way to stop the link between certain folders so I don’t have the full work drive on my desktop? My concern is that every computer will also end up full with this two way link of all folders. best regards, Michel
Inserting Records into Zoho causes Fatal Error
hey there, I've been hitting a wall for the past 2 days on this and finally reaching out for some support. I'm using the PHP SDK and attempting to Insert a Specific Record into the Contacts Module. I get a PHP Fatal Error: [24-Feb-2019 22:29:49 UTC] PHP Fatal error: Uncaught Error: Call to a member function getEntityId() on array in /app/public/wp-content/plugins/nano-wc-zoho-integration/vendor/zohocrm/php-sdk/src/com/zoho/crm/library/api/handler/MassEntityAPIHandler.php:34 Stack trace: #0 /app/public/wp-content/plugins/nano-wc-zoho-integration/vendor/zohocrm/php-sdk/src/com/zoho/crm/library/crud/ZCRMModule.php(952):
Description links don't display in embedded calendars?
Why do links in the description not come through when the calendar is embedded? Or I'm missing something? Searched, found nothing. Is there any chance this is on an upcoming feature list? Appreciate any assistance, otherwise thrilled with the product. Got so excited when I saw request for URL as I've been looking for linking functionality in a cal application #googlefail. It worked great while still on zoho, but it's a no go in the iframe. Also, any chance for a feed output of our calendar? Thanks.
CRM for 2 different companies in the app?
Hello there, I run 2 different companies and would like to know if I can have Zoho CRM on my phone opened simultaneously for both of them? I can't seem to "add account". I wouldn't like to have to log out and log in with my other account to see tasks, do calls etc. Thanks, Raphaela Mishali
Automated Time-Logging
Hi, Is ther ean automated time-logging for some standard users, or days? For example, in my organization I would like to automatically log 8 hours in a "Paid Holiday" head in case of a public holiday for all users. Is that possible?
SMTP Error: Could not connect to SMTP host.
Iget below error why ? how can i solve this issue. : 2019-02-25 05:10:15 SERVER -> CLIENT: 220 mx.zohomail.com SMTP Server ready February 24, 2019 9:10:16 PM PST 2019-02-25 05:10:15 CLIENT -> SERVER: EHLO queman.local 2019-02-25 05:10:16 SERVER -> CLIENT: 250-mx.zohomail.com Hello queman.local (bba163884.alshamil.net.ae (217.165.220.54))250-STARTTLS250 SIZE 53477376 2019-02-25 05:10:16 CLIENT -> SERVER: STARTTLS 2019-02-25 05:10:17 SERVER -> CLIENT: 220 Ready to start TLS. SMTP Error: Could not
Seamlessly Sync Survey responses to CRM
Hi, I want to send a survey to all our clients. It's 1 question and I want the answer to be recorded in the CRM. Is there a way to connect/sync the survey respondent to the CRM contact without having the person "re-add" their email data? In another words, By sending the survey from the CRM or Campaigns, can it automatically sync the respondent back to the CRM? Thanks you, Julien
Add Record Automatically in Child Form
I've searched everywhere for the answer to what seems like a simple problem but I haven't been able to find it, so please forgive me if it's already been covered. I'm looking for a way for a new record line to be opened upon entering the previous record. Is this possible? My setup is a parent form with information about the day's production and then I have a child form with barcodes/serial numbers of materials used for that day's production. I would like as I type them in for another row to appear
How to solve Zoho Project's (PMS) data center issue to add the accounts of EU database into the US database?
We have observed a big problem with Zoho Projects (PMS), where we can’t add a client account if he/she is associated with the Zoho EU database. Since our Account is in the US database, any account is associated with the EU database can’t be added to our account. Now, there is a scenario when the client can’t close his/her other Zoho account from his/her side; how can we proceed with such projects?
"Please turn on SMTP Authentication in your mail client, or login to the IMAP/POP3 server before sending your message"
Hello, users in our company have received the following error message when sending emails to one another (all email addresses from the same domain - @systembrand.com: INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :Please turn on SMTP Authentication in your mail client, or login to the IMAP/POP3 server before sending your message. sender-of-o53.zoho.com [135.84.80.218]:21826 is not permitted to relay through this server without authentication. This only affects our company emails, we can send and
Zoho Mail app - font size
When i compose by Zoho Mail app (android), it received in small font size. and when i compose by Inbox Insight, it received in normal font size.it is ok. How can i direct Zoho Mail font size on smartphone?
Mailbox bloqued
I think my mailbox is bloqued, could you unbloque it? Thank you
Feature Requests
Hi Zoho folks, My company wanted to make three separate feature requests for the timer built into Project: (1) The crucial idle time warning that detects and enables one click to delete idle time (a feature in some other timer apps) (2) ability to add notes in the time sidebar before it's logged into the records (3) ability to edit the time before one clicks it into the records I can expand on what I mean by these if necessary. Thanks!
Contacts
I accidentally imported everything into contacts. How do I take these contacts and put them into leads Thanks Jack
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