How could I access to product details?
How could I access to the information of product details of Transaction Module?
State box connection points on the blueprint screen do limit the transition connections per state
You can't create more connections when you utilize all of 8 transition connection points on a state box. I guess that this limit is a virtual one caused by the GUI which has a specific number of IO points on the boxes. The rule on your KB page "Creating a Blueprint in Zoho Desk" says that you can connect up to 8 states to a specific state. In our case we have 5 states connected to the "Ready to Analyze" state so my thinking is that we should be able to connect a 9. transition into it because a state
Published site not found
My site is published. I get no errors when I click the publish button. However, when I copy and past the URL of the site, the page is not found. I get what appears to be a DNSR error. I'm not sure what the problem is. Site is www.moshiercleaning.com Thank you, Sydney
Outgoing Mail Blocked
Hello, can you guys please unblock the outgoing on one of my email addresses? Control Panel does not say why it was blocked.
Unusual activity detected. Your account is locked from sending emails.
i can´t send emails, please i need your help urgent! show this message "Unusual activity detected. Your account is locked from sending emails." my email is freddy.martinez@fymconsultoressa.co.
CRM: Please, these features are needed right now.
Dear Zoho, It boggles my mind that these features are not implemented yet, while we've been asking for them for so long. So here goes nothing, once more: - Let us create actions based on email activity, such as opens, clicks, responses, etc! - Show the email opens from within the leads overview right away, instead of having us hover over the specific email - Let us set a standard font for the emails we sent out through the CRM ourselves - Let us set up conditions for automatic actions in Workflows
How to give access to user
Hello, I built a site for my organization. I am listed as an Admin. I used to be able to access the site, but now I can't. I'm told I need to get permission from the Account Owner. I'm logged in as the account owner and I don't see a setting for this. There is and Access Restriction setting, but my account does not allow for that. When I click on that option, I'm told to upgrade my account. I checked the settings for my user account in the Contributors section and I am definitely listed as an admin
CRM Zen (Zoho News and Podcast
Below is a summary of last weeks news and stories from our blog and podcast at CRMZen.net. Zoho News Zoho Academy Is Adding Content Link to Zoho Academy Setting Up Click Reminders SalesIQ Enhancements Non-Zoho News View emails from multiple accounts at once in the Gmail iOS app New interface for Activity dashboard in Google Docs, Sheets, and Slides This Weeks Read How to use CRM to improve the Customer Experience Webinars and Events Zoho Flow Webinar November 28 at 11 AM PT Latest features in Zoho
Concatenate issue
i am using Zoho Creator to mark the attendance for my staff: Form: Attendance_Form - has the Field:Employee_Name (its is a lookup field from Form: Employee_List Field: Staff_Name) i want that when i select the name of staff from Field: Employee_Name, it should Concatenate the name of the employee with the Field: Date_Field (with is also in the Form: Attendance_Form) Example: if i am marking the attendance of "09-11-2018" (DDMMYYYY) for Staff "Mark Rogers" then the output of the concatenate function
Share Emails All checkbox not retaining setting
Two questions. 1. When I set Share Emails according to the attached screen, it does not retain the setting when I return to the record. 2. I want to Share Emails - All to be enabled by default for all my contacts (especially because I will soon do the major import of contacts from my old CRM. Can this be set globally for all Contacts?
Mapping 2nd address line from account to contact
I have a 2nd address line in account and contact. When I enter in a new company and fill out the address (including the added 2nd address line), it does not map over when I create a new contact for the company. How do I map the 2nd address line to reflect the information for the contact. Thanks
Assist Desk Integration
Not sure if this should be a Zoho Desk topic or Assist but..... Whilst you can edit the email templates that go out to customers from Desk, when you initiate a remote session from within Desk, there is no way to customize that email. I would like to be able to customize that email. 90% of my remote invites are sent via Desk. Thanks.
Where do invoices come from?
I am just ramping up with the Zoho One suite, and mainly focusing on CRM. I've enabled most cross-application integrations but it will be a year before I'm ready to use Books. However, today I noticed that invoices had been automatically created from
My mail dosen't auto delete mails from inbox
Hi i have mails configured on outlook to auto delete from server after 5 days but it doesn't auto delete. i'm using POP and Auto delete feature in already turned ON in web mail. please help. URGENT. EMAIL ADDRESS: themiya@tjay.lk thanks Shanaka
Picture Corrupted
Hi support, Please look into this issue. It happened twice. Kindly advice accordingly. Please explain why the image will automatically changed to the blank empty white boxes?
Is Zoho Meetings part of Zoho One
Hi, Just subscribed to Zoho One and noticed that Meetings was listed as one of the applications. When I came to try it out Meetings is not listed within the Applications list when I click on Add Applications. I went direct and only have access to the free version of Meetings. Will I need to pay a separate subscription for more than one person at a meeting and to rebrand? Many thanks Rgds Jon
Deduplicate Accounts by email address
I'm very confused by the options ZOHO provide to dedpulicate accounts. Account names are often written differently, e.g. with "AG" (a stock corporation), or "GmbH" (a limited liability company), you can write it with or without these suffixes. And there are many more such terms, so how do you want to deduplicate by account name? It seems to me that ZOHO did not have much customers from Europe so far... The only deduplication option which is interesting for me would be to deduplicat by an email field.
Banking
Nice !!!.... I notice that the banking module auto updates daily for my UK banks now - thank you guys :-)
Drop down fields from Mailchimp not shown?
When I use Flow to push subscribers to a Mailchimp list the module only lists free text fields and not drop down list type fields. Am I doing something wrong? I have made the drop downs visible in Mailchimp but I still don't see them. Thanks
Using Attendance Entries to Create Payroll
We cannot make use of Zoho People's Attendance entries to complete payroll without manual work. Attendance produces reports with "04:16" total hours but to run payroll we need this translated to the portion of an hour format of "4.25". I know we're not the only ones to encounter this issue. Has anyone tackled this dilemma and learned how to easily process payroll out of Attendance? Thank you!
Failed to deliver the emails, began today - DOMAIN_NOT_RESOLVED
Failed to deliver the emails, began today We have used normal emails for the domain @ hotprintind.com.br. Today, two hours ago began to give problem in sending the emails, the error message that appears is: DOMAIN_NOT_RESOLVED This message appears for any domain, I already tested the domains and they are ok. It seems to be a problem on the zoho server. Thanks for any help you can give me.
How can we make the magin on top adjustable
Hi, Im developing an operating tool and UI is really important. I found that the space on top of the application is to big, probably by reducing it we could gain some screen space. Is there something that can be done?
How to import email templates zip file
Hi, I am trying to import my email templates in zoho campaign.However there is no option mentioned or displaying there post my zoho campaign login. Can you please assist me where that option available to import my templates.
Geo Restriction For Remote Employees
Our employees work at remote Projects. Can I set up a Geo Restriction for each project so that employees can only log in or out while there?
Location tracking... wrong?
Hi, I have an employee who was working from home, but the geo location was our office. I'd like to know if someone at the office clocked them in, or if there could be a bug with the location when she logged in over an hour away? Thanks,
Is it possible to pre-populate the sign-up forms with the customers detail information?
Wondering if it is possible to pre-populate the customer information in the sign-up forms? Or in the Update Profile section, can you have the customer fields pre-populated there?
BLOQUEO EN CUENTA SALIENTE POR "La tasa de correo excedió el límite"
BUENAS TARDES TENGO PROBLEMAS PORQUE SE BLOQUEO MI CUENTA Y NO PUEDO ENVIAR CORREOS, SOLO PUEDO RECIBIR. ME PODRIAN APOYAR A SOLUCIONARLO Y DECIRME QUE ES LO QUE TENGO QUE HACER PARA QUE NO VUELVA A PASAR. MI CUENTA DE CORREO ES ADESA@ADESA.COM.MX QUEDO ATENTO A SUS COMENTARIOS SALUDOS
Can Zoho Mail be run in tandem with Thunderbird IMAP Client and not changing MX?
I've been back and fourth with Zoho, however, I cannot get a straight answer - I have my own domain and currently use Thunderbird on 3 machines via IMAP. I'd like to test Zoho Mail and have subscribed to the standard package. I want to be able to use my company email in Zoho without having to change my MX settings - the idea being, if it doesn't help our workflow and I decide not to use Zohomail, I can revert back to Thunderbird without losing any of that interim content. I also have the CRM & Campaign
Unable to edit different Tab content from the Help Center
Hello there guys, When I try to edit the Help Center Tabs and it's content I get the following error message by the left panel: Reset your HTML customization to the default setting to customize the tabs. We've tried on different computers / different browsers (Firefox, Chrome, Internet Explorer) and we get the same error, we also double checked all our content blocking configs on the different browsers and we still get the same error... Please help us with the error itself. Kind Regards
Knowledge-base - improve articles tree
I offer to include articles in the left-side tree. Currently it only shows categories. When user clicks a category, a default first article from this category is displayed. This way, user can't see other articles in the category, only Next and Previous buttons. Also, it is possible to click on Category name at the top breadcrumb- in this case all articles from a category will be displayed. However, almost noone can find this possibility. This all leads users to get lost in the knowledge base - they
Zoho Books - Timesheet/Projects - add role/title/description for user on a project
It would be good to have an additional field for role or title added to user when they are assigned to a project. And be able to display that in invoice details when invoice by Staff Hours and other timesheet reports.
Account Created with Google SignIN
Hi There, I have Created my account with google sign in wich is not recognised through the desktop app it asks me to put in a password and same thing happens when i try to set up a password as my primary email is hosted on ZOHO. Thanks
Zoho Mail Payments
Greetings, I'd like to apologise in case this post doesn't suit in this section. I've bought mail accounts for users under this domain , and I'd like to know how to access the invoices made when I bought these mails. Thank you.
Chrome/Firefox 404 when adding Ticket
This issue showed up today. When users click on the tab to submit a ticket, the page will load but then quickly change to a 404 not found. I have tried it on different browsers both at work and home and still the same issue. The original link address to the new ticket screen changes when this happens also. I've inlcuded a screenshot.
New Features rolled out on Oct 15, 2018
New settings to customize Interactions in Dashboards As part of Zoho Reports 4.0 release, we are introducing a new set of options to customize the interactions in dashboards. You can customize the following: Enable or disable drill down option for all charts in a dashboard. Enable or disable view underlying data option for all reports in a dashboard Provide sort option for all grid views such as Tables, Pivots etc., in a dashboard Enable or disable the Show/Hide Columns option for all tabular views
How do i charge refundable security deposit?
Any ideas? How do I do this and classify it when I perform the refund? Thanks
Update a field in second form from Look Up
Hello I have 2 forms that have a relationship through a lookup. I am trying to update a status field to complete when that record has been looked up. The lookup field is looking up an auto number from the first form. Can someone guide me on this Thanks Amanda
Recover Deleted EMAILS (Inbox, Sent & etc)
Hi Good Day, One of our employee did some inappropriate and unauthorized activities using his official company email ID. Once we came across we blocked his access by changing the password. However we assume there will be around 500 emails that are deleted from his account. We will really appreciate your quick response. Looking forward to hear from you. Best Regards,
Update LinkedModule records when parent field is updated
Hi all, I am trying to automate some things using functions, but am getting stuck and am somewhat unsure why. I hope you can help me out. Case: As a music publishing company, we register songs and how all royalties should divided among the writers. I have created a custom module for Song titles and placed a multi-select lookup to the Contact module containing our writers. As a result, a linked module is created in which we note down the writers share (among other things). Oftentimes this share is
Not receiving email from certain servers
I just opened an email account with Zoho - treasurebeach.info. I can send emails and I can receive emails form Google and yahoo, but I DON'T receive emails form other servers. One of them is returning the following error: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: @treasurebeach.info Reporting-MTA: dns; db12.domeny.com Action:
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