How to protect exported visitor data from breaches?
Why take chances with your visitor data when you can protect them even if you choose to export them out of your SalesIQ portal for reference? Yes! You can opt to lockdown visitor data during exportation with a password. This is how you can achieve this: To always stay in loop click on this link and then on the follow button which you can find onto your right. Best, Bala
Tips and Tricks 03: 3 tips to attract more audience to your training sessions
Welcome back to ShowTime's Tips and Tricks. In our previous posts, we saw how notes can boost virtual learning and how you can select participants for your trainings. Today we'll learn how to promote your sessions effectively from ShowTime. A lot of time and work goes into contacting potential trainees, setting up logistics, and creating the content for your training sessions. However, even a beautiful and well-delivered session will fall flat if no one attends your training. Promotion is the
How to move and display the sidebar on the right hand side
Hi, Please let me know how we can move the sidebar to right hand side. Currently when i enable sidebar, it shows on left only. I'm not able to find any setting for moving it. TQ
What's New this December 2018 in Zoho Invoice?
The last month of 2018 is finally here and we at Zoho Invoice, would like to make it the best one by making your invoicing experience better! Here are the product updates and enhancements that we have for the month of December. In-App Notifications When there are multiple users in an organization, each user tends to work on various transactions and the notification would flood the mail box of the owners of those transactions. Also, each time you receive a notification, you will need to switch between
Formatted Resume- New Standard Template
We can no more configure what to share with a formatted resume. We have to share email addresses of our candidates with our customers. Is there a way to configure what to share with customers through formatted resumes? Standard template It automatically deletes emails and references Also the header and footer areas so primitive to create good formatted resume formats.
Tip 11: How to extract the time from a Date-Time field.
Hi folks, Over the last few months, many of you have been asking for a Time field in Zoho Creator. We realize how important this field is to you all, and we promise to support this as soon as possible. In the meantime, here are a couple of workarounds that will help fetch the time from a Date-Time field. 1. Using the in-built String functions The easiest way to extract time for display purpose is to use a toString() function with preferred time format we need. We shall get the 24 hours format or
Report exporting
We'd love to be able to export reports that look like the reports available in the tool. Currently PDF and Excel exports look much uglier than the HTML version and we have to do lots of formatting to make them look good.
Total hours issue(?)
Hello, we are a bit confused because when testing the Zoho Project we ran into this issue(?): We opened and assigned a new task with these details (for example): - work hours per day: 10 - start date: 12-12-2018 00:00 - due date: 12-13-2018 00:00 - duration: 2 days (20 working hours) The problem is, we can add even 60 billable hours under the log hours and set the task complete. Afterwards the system will close the task and add this 60 hours to the total of the project, although there will be -40
Unwanted Chrome Address Pop-Up over Multiselect Field
I'm using the chrome browser and entering data into a form in which I have a dynamic picklist in a multiselect field. When I click on that multiselect field the picklist displays as it should. However, a chrome pop-up window blocks the view of the first few choices. This is the autofill address window and it is offering choices for my State (e.g. North Carolina). Those choices are unrelated to my field. Is there something I'm doing to make chrome "want" to assume it's an address auto-fill situation?
Scrollbar for user created Dashboards
Hi, I've only now started exploring the Dashboards in Zoho Desk and what I noticed is that there's no scrollbar if the data presented reaches the display box limit, so there's no way to see everything. I hope you can consider adding a scrollbar (vertical and horizontal) for the users. Thank you. Jordanne
Many to many contact relationships
Hi there I am trying to create the following in Zoho CRM: - Doctors can have multiple team members - and both contact types can be invited to an event I have triedapproachesoches: 1. doctors as the default contact module, with a custom module for team members - this issue with this is that I cannot invite custom module team members to events 2. I then tried adding all the doctors and team members as default contact module entries with a new field for contact type (doctor, team lead, etc) - but I
Annualized Recurring Revenue (ARR)
The single most important metric in most all subscription businesses is ARR (or MRR) Correct me if I'm wrong, but currently Zoho Subscriptions provides no way for my to accurately report on either of these metrics. While it does have MRR, it seems that the calculation is based on previous historical data, and not the current point in time. Therefore, the reported MRR number is never accurate in regard to the current state of the business. Put another way, ARR is typically the CURRENT value of
Sync with Zoho CRM not importing generic email addresses
Hi, I want to import a whole list and the generic email addresses are not imported. I need them in my list. Could you let me know how to change the setting in Zoho Campaigns to have those email addresses imported too? An example would be jobs@zoho.com Please let me know. Thanks, Bogdan
i can't assocate associate candidates to job openings through API
Hello, I try to use this method https://www.zoho.com/recruit/api-new/api-methods/associateJobopeningMethod.html the return is always the same : <?xml version="1.0" encoding="UTF-8" ?> <response uri="/recruit/private/xml/Candidates/associateJobOpening"> <error> <code>null</code> <message>null</message> </error> </response> no error code, no message to help me debug My API token is Ok because the method addRecords works Can you help me please ?
JobOpenings API calls returns empty list
Hello, Since yesterday, all our API calls regarding the JobOpenings module that previously worked now return an empty list. Endpoints used: getSearchRecords getRecordById getRecords They all return an empty list instead of the specified Job Openings.
Google API
Candidates record should sync with Google contacts. There is option to sync only Contacts with Google contacts.
Zoho Reports Database
Hi! I have a database in zoho reports but when you migrate to zoho analytics I cant view my database, Can you help me to solve my issue? Cordially Edgar MOntoya
Error in the searches
Hello! All the search code lines to Zoho CRM and Zoho Books are giving error. I can not use "GetRecords", "GetRecordByID", SearchRecords ", etc. All the forms in which I have those searches give me the following error {"message": "Invalid Ticket Id", "code": "4834"} I need help, my company uses the application created in Zoho Creator integrally so we can not currently operate. Thanks in advance best regards.
Way to cut body text from the title card for each note?
So that basically you just see the title of the card ONLT and then not the body text of the actual notecard? Thanks
Closing a note within a group
When editing a note with my PC on notebook.zoho.com. In recent days I've noticed if I'm editing a note within a group that when I click on the X to close the note instead of it closing, the dialog to move or delete the group pops up instead. So I have to click to the right side of the X to actually close the note. This only happens with notes contained within a group, stand alone notes in any notebook close as they should. John
Cannot Match a Transaction Manually
Trying to match a bank payment with two invoices and facing the error. Kindly check the screenshot.
Accidentally Deleted Event Retrieval
Hello, We are a local charity that is hoping to use Zoho Calendar to create bookings for collections and deliveries of donations. We have had some issues with Google Calendar losing events randomly, so we are switching over. We have a number of different people making bookings on the system and there is always the risk of accidentally deleting events. Is there any way of recovering events that have been deleted or lost unintentionally? Many thanks!
Invoice Template: Show page number in header section
Is there any possibility to show the current page number in the header section via variable ${page.nr} or something like that? I see that there is an option to activate page number in the footer, but I don't want it in footer section as it also appears in the wrong font. Any help on this how to achieve it?
My Zoho mail is down!
Hi! My Zoho mail doesn't work.... Can't send and can't receive any emails on any account! Please help asap! Thanks ahead!
Ability To Record A Session
I was wondering if Zoho assist premium has or will have the ability to record the session. Perhaps save to local HDD when session is ended, or start/stop recording as required. If its not a feature could it be added? Thanks,
All the bars in all my bar charts are one color
Anyone else having this issue? Mentioned it 4 weeks ago, was told it was being looked into.
Day Passes For Temporary Agents
Hi Desk Team, As a growing business, With my company I want to be able to add temporary agents. What I mean by a temporary agent is for example, If I am out of the office for business travel or meetings, Someone else on my team can take over and answer requests for a couple hours or day(s). Other products such as Freshdesk have this feature, I think it would beneficial in Desk as well. Looking forward to seeing this in the near future
Not receiving helpdesk notifications through outlook
Hi there, I have notifications enabled through my Zoho Desk settings, but I don't receive notifications through email (outlook). I compared them to my colleague's settings that are the same. Is there any recommendation you can give, is this a known problem? Thanks for your help
How to use the custom text value for Read More text in blog post
Hi, I want to change the Read More text value in blog post to something else. E.g. 'Click to Know more' Please advise on how to achieve this. TQ
Hover Items In Activity List
If I am looking at the Activities list and hover over the name of someone the activity in the list is associated with then it shows a pop up with their full name and telephone number. How can I change this so that it also shows me their mobile number?
Accidentally deleted important mails.
Hi, My mail storage got full recently, and i was trying to make space when i accidentally deleted some important mails. Is there anyway i can recover those mails? Please help! Sparsh Seth
How to transfer zoho site to any cpanel hosting account ?
Hello Team I want to know that is there any method to backup zoho site and transfer it to other host? Or Can Reverse happen like html css based website backuped on pc and uploaded on zoho??
nao comsigo validar o dominio
Realizei as configuraçoes na "locaweb" (responssavel pelo registro do meu dominio), Meu dominio "aleatori.com.br" Fiz as configurações do TXT e do CENAME, porem a o tentrar validar o dominio nao funciona. O que devo fazer?
How to attribute data to a hidden structure
Hey all, very new to Zoho and so if there is a commonly known solution to this problem then please let me know! My problem is this: I have a form that collects data about persons who are signing up for a service as part of a family. Obviously, when adding users, they get added to the Person report, which contains all people. However I want to have an individual Person report held by each 'Family'. I need this so when performing lookups, only members of a given family will be selectable rather than
INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :"JunkMail rejected - sender-of-o53.zoho.com [135.84.80.218]:21785 is in an RBL: SORBS
Hello, I am trying to write to one of my clients, and I have the same problem always: INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :"JunkMail rejected - sender-of-o53.zoho.com [135.84.80.218]:21785 is in an
RBL: SORBS - Currently Sending Spam See:
http://www.sorbs.net/lookup.shtml?135.84.80.218" The error only occurs with this client. I supossed that SORBS added the Zoho server IP in a spam list. ¿Can you help me with that, please? Thank you.
INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :"JunkMail rejected - sender-of-o53.zoho.com [135.84.80.218]:21785 is in an RBL: SORBS
Hello, I have a problem when I try to send an email to one of my clients: INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :"JunkMail rejected - sender-of-o53.zoho.com [135.84.80.218]:21785 is in an
RBL: SORBS - Currently Sending Spam See:
http://www.sorbs.net/lookup.shtml?135.84.80.218" I suppose that SORB added the Zoho Server IP in an SpamList. ¿Can you help me with that, please? Thank you.
DESIGN THE CUSTOM FORMS IN ZOHO BOOKS AND MERGE WITH ZOHO BOOKS AND INVENTORY
Dear All, I have a few question on the Zoho Creator, We are accounting firm and using the zoho for few clients. But most of the templates in the zoho books are not acceptable from the clients side. So, There are some highly customization are required to the Zoho Books and it's inventory module (Inventory module having only one template and it does not seems to be good) So, My question is can I create the forms through Zoho Creator and merge it with the Zoho Books data base. As an example I will
Text strings in replies get separated
We had this problem since a long time but we couldn't exactly find out that it was caused by the system instead we thought that it was caused by the oversight of our agents. We started to suspect about it being caused by the system recently. Please inspect the attached images. The string "entire" in the text seems to be normal when editing it but when the agent saves it as a draft it becomes separated as "entir e". This problem doesn't happen all the time and when it happens it does surface only
Some pages are showing up as 404s on the live site?
As the title says, my company’s site (biz2bizlinks.com) suddenly has multiple 404 errors on pages that exist and worked fine recently. As far as I know, they do not break any of the terms of use. The pages in question are: /resources /events /biz-gigz /our-team And maybe more that I haven’t noticed yet. Why is this happening and how can I fix it?
Remote Support for mobile devices
I'm testing out the Zoho Assist free version for an ad-hoc service. One of my clients would like me to be able to assist her with her mobile device, but the free version says I need to upgrade in order to do that. Which version would I need in order to support iOS and Android devices? I never need unattended support.
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