#CampaignsandCRM - Join us at the meetups in Phoenix and Las Vegas, USA
Hi people, We're happy to be announcing the upcoming #CampaignsandCRM meetups in Phoenix on 14th June, 2018, and in Las Vegas on 19th June, 2018. Join us at the sessions to know more about: - Zoho Community Learning activities. - some useful tips and tricks for Zoho CRM. - highlights from the CRM 2018 release. - building your brand and driving more sales using Zoho Campaigns. - automation capabilities of Zoho Campaigns. What more? You can network with your business peers and interact with product
Zoho Accounts 2.0 Refresh Token Multiple times.
Hi, I have followed your API Guide in https://www.zoho.com/crm/help/api/v2/#refreshing-tokens to generate tokens and refresh token. For the first time I was able to generate access token and refresh token similar to what is stated in https://www.zoho.com/crm/help/api/v2/#generate-access . However, when I refrresh the token as stated https://www.zoho.com/crm/help/api/v2/#refreshing-tokens , I am only getting access token and not refresh token. So after one hour if I want to get another new token,
Unable to attach files to my emails!
Hi, i am having troubles with attachments! I can upload files to my emails. I am receiving a message saying "A virus was detected". I have double checked my files with my anti-virus program (Avast) and they are all ok! No Virus detected! can you please fix that asap? thanks
I have lost my INBOX/SENT ITEMS ETC
Hi I have lost most of my folders in VIEW mode. I can only see Unread All messages Flagged How do I get all my folder VIEWS back?
Zoho CRM - Custom Module - Post data from external application
I would like to know if it is possible to post date from external application to a custom module in some way. The custom module fields and post parameters are same. I am assuming a web form to capture the value of the custom module. And then post the data to data from external application to custom form. Will it work? Any idea?
form workflows - many fields which go in calculation for a total price field
I have a form called bill of materials. In this form i have fields for e.g.: - quantity - length - width - height - uom (can be e.g. meter, m²,m³) - (m/m² and m³ - will be calculated related to the uom) - price/unit - total price (has to be calculated) (for the m/m²/m³ fields, i am checking right now if using a formula field is better i also use this form as a subform in form products) If i change any of this fields, the total price has to update. What is the best strategy. Do i need workflows Create/Edit
Formatting Options while entering a Comment
Pardon if this is a duplicate, I tried finding something like it and could not. In Zoho Desk, when adding a Comment, it appears that it is basic text only. No ability to add formatting of any kind. In our previous helpdesk software, we used the commetns, or notes area to communicate internally. With the nature of our business, this would often require highlighting information, or using formatting options to call out the important data in a lengthly internal comment. At times, we've even had to add
Maximum duration of minutes
Why can't we go further then 300 minutes duration for a session? We hold face-to-face training which sometimes lasts for 7 or 8 hours, with a lunch break, so a 5 hour maximum session isn't enough. Thanks
Can Viewers Make Notes and Download Presentations
I was wondering if there was a way to give the ability to my audience to make notes while they are watching my presentation, then download the presentation into a PDF with the notes they took next to each slide. I think this would be very valuable since people usually take notes during a presentation, especially in classroom use.
Can Viewers Make Notes and Download Presentations
This was asked a couple of years ago and was told it was being worked on - we would like the attendees to make notes on the slides, on their device, throughout the presentation and then be able to download and save the presentation with their notes on it. Is this likely to be implemented and if so, how soon?
Tip of the week 18 - A/B testing for your email marketing campaigns
Have you ever analyzed your campaign reports and wondered about The What and Whys of good/poor engagements rates? A campaign that worked with one group of audience may not work with others. The reason can be as simple as that of a subject line or a basic layout, but this does make a difference with your campaign's performance. When drafting your email campaign, you are to consider a lot of elements—the subject line, name and email address of the sender, email layout, call-to-action (CTA) buttons,
What am I supposed to enter in the Zoho CRM field in Forms?
I thought that if I added the Zoho CRM field in Forms and tied it to a module in my CRM that it would allow me to do a look-up in CRM and fill that field. Currently, when I use the form and I try to enter an account name, i get the error message "Select a choice for this field." What does that mean? What am I supposed to put in there. I would like for the for this form to update a record in CRM, not create a new one.
Zoho Desk Portal : Task
Hi Zoho Support, I would like to know if there is a setting for recurring reminder on the task?
Printing between times of the day
I would like to be able to print a calendar for a given time period, say 9am-6pm when you are at work? Quite surprised Google Calendar doesnt do this either. I suspect ZOHO are being lazy and waiting for another calendar integrator to do it. Anyone know of a calendar APP that zoho links to that can print between times of the day.
FORGOT ADMIN PASSWORD
To : Zoho Mail, Our own domain account sanigraha.com, has super admin login problem could not log in, and we pleaded with Zoho mail to send a password reset link mail (admin@sanigraha.com) to trinurdaryanto@sanigraha.com. Thank you for your cooperation. The following attachments domain ownership proof sanigraha.com Regards Sanigraha.com
Issue creating new users in Zoho Mail Control Panel
Hello, having an issue when i create a new users in Control Panel, there is an error message saying that The password special characters doesn't have the correct length. I have tried with many differents passwords and the form send to me the same message, so i can't create new user with his new email. Form Url: mail.zoho.com/cpanel/index.do#userdetails/adduser Error message in spanish: Los caracteres especiales en la contraseña son inferiores a la longitud exigida. Thanks for your time.
Total Fee for this Financial Year MoM comparison
I am not sure if this question has been asked before but i have a table with 4 columns, Trip Name, Fee, Booked Date and Closing date. Trip Name and Fee are quite obvious. Booked date is the date the trip is booked and closing month is the the time when the Trip File is closed (as in after the trip is completed). So what i am trying to achieve here is Total Fee for a specific Closing date this Financial Year booked until today (or any other specific day) So for example if the closing date is June
Can send emails but not receiving to outlook
Out domain name is tjay.lk our mails can be sent via outlook but its not receiving. can you please check it as soon as possible? getting an error message : log onto incoming mail server (POP 3): Outlook connect to your incoming (POP3) e-mail server. If you continue to receive this message, contact your server administrator or Internet Service Provider (ISP) thanks buddhika
"Cannot connect to outgoing mail server" - started this morning
Starting earlier today our workstations are not able to send/receive email through our Zoho mail accounts. Outlook gives us an error stating "Cannot connect to outgoing mail server". No other network issues appear to be occurring for us and it was working earlier until about 3 hours ago. I have received reports from a friend also using your service in this area that they also are having connection problems. Are there any known network issues happening to your mail servers?
Screen Shot Paste function not working in zoho chat (Cliq) -
Hi, One of the most useful feature is direct paste of windows screen shot in Zoho chat, but it is not working now in Firefox Browsers. In Chrome its working fine.
Only receiving sporadic email
I am able to logon to zoho.com but I am receiving only intermittent emails.
How Do I Change the Portal Owner Url in Backstage
How do I change the part in grey? See attached. I have a Zoho One account and didn't know about Backstage and when I found out about it I registered with another email and name to test it first (as I didn't know it was in Zoho One) only for that to be the name given to it in my Zoho One account and now I can't change it Thanks Andy
Help - subtask and change date on schedul
1) In the timeline the subtask is able to have date higher than the task. How to block? it would be possible? 2) Would it be possible at the time of the task date change, trigger a flow to be approved to change by an administrator profile? The objective will be to avoid changing the entire schedule
Zoho Mail is no longer reliable enough for my business
Over the past few months there have been so many mail issues. All of which I have had to discover, or my clients have discovered and tell me that my mail isn't working. I have customers sending me mail now to my personal mail address because of these problems. Today I have customers saying they are getting bounce backs saying my email address does not exist on the mail server. On my end it looks like everything is working, I can log in, send mail, etc. Meanwhile, There is no website that Zoho provides
Email are received but not sent instead
Hi, I have just signed up for an trial offer but see that emails are received but when sent they are left in the sent items as "in queue" and not actually been processed. Please can you check what is the issue ? Attached is the screenshot. Thanks Jyoti
I can send Email to same Domain?
I can send emails to same domain!! for example: my email is: vas***@sanar***.com when I want send to rbamshmos***@sanar***.com or ad******@sanar***.com It doesn't send.. But when I send it to : t.azzan***@gmail.com It send directly.. Please help APAS...
CRM Contacts
If I am in CRM Contacts and I want to schedule an appointment, do I have to leave contacts and go to calendar? Jim Lambert
Link Three Modules
I have three modules that i want to link together. I have Contacts Brokers and Broker Locations Currently contacts are linked to a broker location which is associated to a broker parent (each broker can have multiple locations and each location multiple contacts). My Sales team needs to be able to see broker contacts by location, and would like to also be able to see under the broker the list of all the broker contacts. - Ideally they will add the contact to the location and it will auto populate
Zoho Desk Portal - Add Task (Pop Out)
Hi Support Team, I had set up the "Add Task" and configure the "Alert Through" with "Pop up". Once the reminder initiate, I received multiple "Pop up" at once. I believe this is a bug. Kindly have a test on your end for this. Please refer the attachment for further clarification.
Provide your Customers a Unified Login Experience with Remote Authentication
Which username do I need for this service again? Wait, I am not even signed up... We've all been there. Most importantly, we know your customers hate being in that all too common position and having to create yet another account. Which is why we are pumped to introduce the newest feature in Zoho Support: remote authentication for your customers. Now you can provide your customers a seamless user experience by allowing them to access your helpdesk in Zoho Support with the same username and password
Meet the Zoho Creator Community Team in Mumbai, Bengaluru, and Chennai!
Hi everyone, We're extremely excited to invite you all to our first series of meetups in India. Whether you're a long-time customer or a new one, these meetups are the place to be. Prepare yourselves for a session packed with quality demos on various product features and key networking opportunities. Don't miss your chance to gain insights from our product experts and peers, share your experiences, and obtain helpful tips on your specific needs. Agenda 1. Registration and introduction 2. Community
Zoho Books Estimate Status API
Does anyone know if the API gives us access to the status of the estimate when it is clicked. We need this in order to create an email alert when someone views the estimate.
screen capture creator
Hi, I need on app development for specific customer, once that QR code is read and that URL opens, the app capture the screen info and saves it as picture of file on the form, can this be done on creator C5? Thanks
Zoho plug-in for Microsoft Outlook
Hello Zoho! We would like to use the Zoho plug-in to Microsoft Outlook, however we use Mac computers and it is not compatible. Is it planned on your side to develop this feature for Mac users? Thank you for your feedback, Best regards Stephanie
Community Digest - The journey of 'Campaigns Community Learning' so far...
Hello everyone, We introduced the Campaigns Community Learning initiatives last January, and the response has been extremely good. We're glad that this helped our enthusiastic user community, and at the same time, we thank them for all the support. Here's a walk-through of our hitherto journey: Tip of the Week: Here's a collection of all our tips covering a wide range of email marketing concepts. Ask the Expert Sessions: Ask the Experts #1 - All about the new Zoho Campaigns Ask the Experts #2
Social media app widgets
Would be nice if this was added at some point. Make it easier to add widgets in general.
Windows only?
What the heck with linux????????? Don t you want it to work? Mac or linux!!!! settima.mecatronica
How to invoke a custom function inside a custom function?
Hello! Could you pls tell me, how can I create a functional style of the application inside the business? I do not want to repeat the same code every time. I want to create my own function and use it in my other functions. How can I call it? zoho.crm.myfunction - don't working ( Mb I can use creator for this?
Tip of the week 23 - Delivering personalized emails this holiday season
The holiday season is fast approaching and it's not surprising if you find yourself too overwhelmed with all the planning. Emails, offers, promotions—there are enough things in your list to keep you busy to attract your audience this season and close more deals. We're here to help you make the most of your holiday email marketing efforts. What's the first and foremost thing you need to do to reach out to many customers? It's sending personalized, relevant emails in such a way that your emails are
What types of files are created from Meeting recordings?
I'm wondering what format the audio recordings and the webinar recordings are saved in. Could you please let me know? Thanks! - Kate
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