Update Profile - how can I change the look and the content?
How can I edit the "Update Profile" page?
Cannot create Campaign
This started yesterday, while trying to create a campaign, it fails. Tried both Mozilla and Edge. Mind fixing whatever is afoul.
How about using Name of subscriber in email body to make Email more personalized !
Hello Zoho team, Personalize content is trend of trend of the time. People tend to read more if email is more personalized but as soon as subscriber get to know about automation he/she looses interest for example nowdays subscriber's are aware about the personlisation in subject line that we take subscribers first Name to attract his attention. Sometime it works & sometime its not. Tweak is instead of mentioning Name of subscriber in subject line we can mention name of subscriber in between lines
Campaign
Hi How do i re-send a campaign without having to clone? Thanks
Zoho Writer messed up the text
Hi, We have recently started using Zoho writer and was editing a colleague work. I kept the track changes opened. During the editing I saw a pop up message, which I do not exactly remember, but it was a warning saying that the work would not be saved. Then the page automatically refreshed and afterwards the whole article just jumbled both the track changes and original. I used all the options of showing the text with and without track changes but invain. I also tried to revert to a previous edited
Accounts Payable and Current Liabilities
Hello, I have a bill which appears on Reports -> Business Overview -> Balance Sheet in Accounts Payable. This bill has been paid by me personally, so now I want to book a journal entry to credit Current Liabilities and debit Accounts Payable. But when I go to Accountant -> Manual Journals to make that entry, Accounts Payable is not one of the accounts in the drop down box "Select Account". Can you please suggest how I might make this booking? Thanks in advance.
Log activities / hours spent on a project
We are a consulting company and will use PROJECTS to log the hour spent by our consultant on each project. It seems that i have to select a project and be in the project to log my activities / hours. I can't log it from one page by selecting the different project I work on. This is an issue as our consultants can simultanely work on 10-20 project so it is really time consuming. Is there a solution for that ? Thank you
How to delete projects?
How to Delete a project ?
Resource (not human) Allocation
One thing that I think could improve the Zoho Projects is posiibility to assign resources which are not human like room, software licenses etc. Is there a chance it would be added? Thanks, Ayelet, Goldminers
Custom Field Restrictions & Character Counts
Why are there restrictions on how many custom fields that can be added to tasks, projects, and issues? It forces companies to limit the amount of data recorded which is not an accurate representation of business reporting.
Feature Request: Airtable Integration
I am currently in a trial with a few Zoho projects and I love how it work. I will probably even get Zoho One for my team because I need most of your Apps. But there is one thing that's a deal breaker for me: no integration with Airtable. Unfortunately we are very closely tied up to Airtable. We use it for all kinds of purposes and our whole database is there. I can't see any way to migrate to Zoho simply because there are feautres that Airtable offers to use and Zoho Spreadsheet doesn't. BUT, if
Cross-Module Integration and Pre-Population
Hi, I'm hoping someone can help me solve a problem I am struggling with. We have three different modules that all link together in our CRM. They are as follows: Products - where we store details of all the different products we provide Accounts - where we store details relating to our customers/accounts Agreements (custom module) - where we store information relating to our customer agreements and renewals The accounts module is our main, central node, that connects with the modules listed above
Zoho mail server problem - Can not send email with attachment using Windows Live
HI, We have our mail server on zoho mail , Since last two days, from none of the email ids we are able to send email with attachment greater than few kb. We are using Windows Live on Windows 10. Even few kb attachment take long time to be sent. -- We have FTTH internet connection with 20 Mbps download and 5 Mbps upload speed. -- We tried with different ISP ( 4 Mbps download and 560 kbps upload speed – on standalone machine) , issue is same -- We have tried on different PC, when no other PC
How do I use exponents in a function in Forms?
Seems like it should be as [Field Name} ^ x, but this doesn't seem to be possible. Any advice? By the way, we need fractional exponents such as ^ 1/14. If we were doing something simple like squaring the number then I could just multiply the number by itself.
Safari Web Clipper not working
Safari Web Clipper is not working for me. Every time I try to use the web clipper, it asks me to sign-in. I sign-in (using Google authentication), try again, and again it ask me to sign in. Notebook doesn't seem to keep me logged in. I asked about 3 weeks ago and no response. Kishore, anybody? Is there anyway to get help with this problem?
Update - Facebook Job Posting
Hello all, We'd like to inform you that we've brought in a few major changes in the way you post jobs on to your organization's Facebook page. With this update, you will be able to view the status of the job openings that you post. Facebook now allows you to configure only one page where you can post your job openings. From now on, the page where you post your job openings will be populated in the Jobs tab of your organization's Facebook page. All the job openings that you post, will be displayed
Scheduling emails
I already told the support this... it would be great if we can schedule emails (schedule today, sent f.e. within a week). That would be great & would make a lot of processes easier. Thank you & kind regards Juliane
storage does not change, even after delete emails.
Hi, i have deleted all my emails of my account but it still is blocked showing more than 5Giga emals. can you please help? this is not the main user thanks
Associate Contacts within Vendors
Hi there, In the other modules I am able to add new or associate a contact within - however in Vendor, this is not the case, I am only allowed to create new. How can I, if it is possible, establish a link that displays the contacts I have in my system to the Vendor? I have a custo field setup that is a lookup, so I am able to have 1 link at this point, however I would like to associate multiple in the contacts area. Thanks!!
Reading uploaded CSV file and creating log or report
Hello, I am needing to allow employees to upload a CSV file into a form/app. Once the form is submitted, I need the uploaded CSV file to be read and written to an existing log or sheet. I figured out how to get the CSV to write to ZOHO Sheets/Docs while using forms, but it saves each of the CSV files to a separate sheet, while I need one to be appended with each new submission. I have also tried to figure this out with using deluge scripts in Creator, but have had no luck. I don't have a preference
Is it possible to tag Zoho Desk Ticket to Zoho CRM Account on the basis of custom field match instead of Account Name/Email???
I tried to update the Account name in the Zoho Desk ticket panel but it will not display the same ticket on that account in Zoho CRM.
How to activate Rewards / Points features in Zoho Desk
I see in your platform Rewards / Points features activated. I want this feature for our Zoho Desk community portal. Could you connect with someone who is responsible for this?
Format Text
Hi All , I need all the responses for tickets to be going out to the client on Verdana with Size 8 and left aligned by default for all the agents. How could I achieve this please . Thanks in advance !
add CV from Mail to Zoho recruit
any chance to have functionality of adding CV attached to the mail ddirectly from Mail functionality in zohoh to database in Zoho? thanks
INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.1.1
Este mensaje fue creado automáticamente por el software de entrega de correo. Un mensaje que envió no pudo ser entregado a uno o más de sus destinatarios. Este es un error permanente. xxxx@xxxx.com INVALID_ADDRESS, ERROR_CODE: 550, ERROR_CODE: 5.1.1 La cuenta de correo electrónico que intentó acceder no existe. Intente con 5.1.1 una doble verificación en la dirección de correo electrónico del destinatario para detectar errores tipográficos o 5.1.1
Burndown report empty
Hello all, I'm new to Zoho analytics, and I would need to simply use the default burndown chart. I follwoed all steps described here : https://www.zoho.com/analytics/setting-up-zoho-projects-analytics-add-on.html : please see the last slides at bottom page. So: - I added to the burn down milestone entry table - template my milestone (which is a sprint), like that - According to the tutoial, the milestone burndown calculation query should be filled automatically, which is not the case - And as a
Zoho Sandbox Blueprints
How many Blueprints can I have in my Zoho Sandbox? I am on the Enterprise edition.
JSON from exported views starts with parenthesis but does not close
Hi all, I have a problem consuming my exported views because JSON data starts with a parenthesis but does not close and causes "SyntaxError: missing ) in parenthetical". My following URL: https://creatorexport.zoho.com/showJson.do?fileType=json&sharedBy=f1ps3online&appLinkName=campeonato&viewLinkName=ANUNCIOS_Json&privatelink=vfWCWZSbg48jYC4495dkZWjKqN2Pp3zyyuenyZ56KdFA6QPfExM5aJB9h1HF52vedz4ZmC70bxr1WRqGpwGG7WWNMW7m8nKCS7AD&callback=? Returns: ({ "ANUNCIOS": [{ "ANCHO": "", "SECCION":
Difference between mobile and desktop version for Zoho CRM
Dear contact, I have a question regarding mobile and desktop version of Zoho CRM. It seems that they are different. I mean that, for instance, on the desktop version, I can see tickets related to an account, projects liked to this account but, on the mobile version, these items aren't visible. Is this normal? Is there any way to have the same information on both platform, knowing that I have to use the mobile app offline. Moreover, I can see the Tasks block related to an account on both application,
When will Flow have the ability to accept a webhook POST?
My company currently uses Zapier to accept webhook posts from various 3rd party applications which are then sent into a Zoho Creator application for processing. We would like to replace Zapier with Flow but can't until this capability exists. Is this on the Flow roadmap?
Zoho books and BNP
Hello, I cannot connect zoho to BNP paribas and I thinks it is because zoho does not offer connection to the good portal of bnp. Indeed, when I click on the URL proposed by zoho, I get: https://mabanque.bnpparibas/fr/connexion but acces to BNP for most of the businesses (and my company business) with BNP is through: https://secure1.entreprises.bnpparibas.net/sommaire/jsp/identification.jsp Could you please tell me if I am right or wrong and if I am right could please open a project to develop good
Link in emails to opt-out leads and contact without form ?
Hi Zoho community, In an effort to implement GDPR best practices we are trying to put links in our CRM e-mails that would opt-out leads and contacts without them having to fill the unsubscribe form with their e-mail adress. They need to go straight to a "you are unsubscribed" page when clicking the link. Does anyone knows a way to do this with Zoho ? Thanks in advance, Clément
Mobile view is horrible and unreadable! How do I fix this?
When I view my mobile campaigns in the preview screen they are fine but when I send an email for testing it looks like this. How can I fix this? This one is using the basic template in Zoho but I have tired several other templates and they all look like this. What am I doing wrong?
API V2
Hi guy,ù I've a problem with php sdk for Zoho. I've istalled on Siteground but I receive this error message: Fatal error: require_once(): Failed opening required '' (include_path='.:/usr/local/php56/pear') in /home/redload5/public_html/zoho/vendor/zohocrm/php-sdk/src/com/zoho/crm/library/crud/ZCRMModule.php on line 5 for me it's a mystery, some good-hearted person can melp me to solve?
Create a top and double bottom cell border
Is it possible to create a premade top and double bottom cell border like in this screenshot?
Counting values from another module
Hello, i have 3 modules Organization Options Opportunity theres 1 organization on 1 Options and there are 5 Options on 1 opportunity i wanna know the number of oppotunities per university is this possible?
How to get the mobile application to show more than 2 graphs in the dashboard
when you run the mobile app in the dashboard section it only 2 graphs and the dashboard has 5 in total, can you see ore than2 graphs?, thanks
How to Search Sales Order By Quote Id
How to get a Sales order Detail by Quote Id in Zoho CRM Api V2.0 Please help
Super admin password missing
hi, our domain is truepath.co.in I forget super admin password sales@truepath.co.in also i changed my mobile while reset pasword it is sending to old mobile no which is not in use, kindly help asap REgard Rajan CEO True Path Web Solutions Chennai,INDIA
Remove "...@mailer1.zohocrm.com..." when sending mass email
Hi, Up until recently when i sent a mass email from zoho crm only my name appeared in the from field. However now, without changing anything, before my name a long string appears: "...@mailer1.zohocrm.com...". How can I revert this? Thx.
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