Not being able to Report a BUG on certain Tickets
Hi there guys, I'm having an issue with certain tickets on our side (Desk) since when we try to Report them as a Bug to see them over BugTracker/Zoho Project we're not getting the option to do that even when we try to submit it as every other ticket we had already on that side (Clicking on the 3 dots next to the first conversation/description of the ticket and clicking on "Submit a Bug") When we try to do this on certain tickets we just don't get the Option at all just like in the attached file.
How do I get my zb code?
Hello, Can I get the zb code for my domain?
Profit / Markup calculator
I am surprised that Zoho doesn't feature this basic requirement. On my old system, if you were in a product screen, you would have three main metrics available to you: Cost Price Sales Price Profit in money Profit Percentage You also had a little profit calculator box where you could poke in say £10 discount and it would tell you the profit figures. It featured greatly on the input of new products too. And the calculation of profit on an invoice. handy when you want to offer the customer a discount,
Resume Inbox
I would love to see when a candidate sends an email with a resume the file can be updated with new info and be attached to file as an attachment. Currently when opening an email on the candidate file with resume attached there is no way to attach it to the file unless you download it and attach it manually or send it via email bux....doing that doesn't update the info on the file though. I would also love to see when you open a resume within Zoho if you click on the contact info or right click or
Consulta sobre numero de usuario
Buenas tardes, nosotros somos una empresa pequeña y tenemos una versión free de zoho, queríamos saber si la versión paga de 18 dolares se puede utilizar por varios usuarios? O si un usuario se puede utilizar al mismo tiempo en dos computadoras diferentes? Aguardamos su respuesta. Muchas gracias.
Overdue open tasks that are changed to future dates and updated are still showing as overdue.
Has anyone experienced an incorrect update for overdue tasks in Zoho Projects? When a manager changes the due date on an open task that HAD been overdue the task still shows as overdue, even though the actual due date is now “on time” or in the future. Thank you for any input!
Get custom fields using Projects API
Hi! I'm trying to create projects with custom fields via the API. I need the ID's of the custom fields, and I'm using https://projectsapi.zoho.com/restapi/portals/XXXX/project/customfields/?authtoken=XXXXXXXXXto get the list of those ID's. However, I keep getting the response "internal exception". Any idea how I can get the list of custom fields? Thanks!
IMAP question
Hi, I have two users in Zoho CRM. One of them, has inbox IMAP account configured to view the inbox of the corporate mail account. The IMAP has been configured so that the other user can send mail from corporate account. During some days, mails have been sent from both users to contacts and potential clients, so when enter one contact or potential client register, in the section 'email', all emails sent to that contact appear and can be viewed. Lets say user 1 has the inbox corporate mail account
Zoho Campaigns is now CSA certified!
Hello everyone, We're happy to be sharing some good news with you all—Zoho Campaigns is now CSA certified! Certified Senders Alliance (CSA) is a quality certification for mailbox service providers like Campaigns and it adds more value to the brand, making them enter the trusted senders league. Zoho Campaigns is now an approved CSA member and a trusted sender in the Europe region. This recognition comes along with a set of benefits. With Zoho Campaigns, there'll be: - A professional and certified
Scroll time within the sheet and general delay is extreme
Hello, I've been using Zoho in China for the last one year. The experience with Zoho sheets has just only gotten worse. Every scroll takes 5-10 secs. Every cell entry takes 4-5 secs. Earlier i had gotten replies that it is due to "The great firewall of china". But thats is incorrect because: 1) I have tried using VPN servers from various countries which the same result. Even with different internet service providers. Basically all permutations and combinations. 2) I travel back to India and the experience
The proper use of "Facebook Handle"
Open a subscriber from your email list. e.g. Subscribers > All Subscribers > zoho@zoho.com Now head to the "Social Information" of the contact. There you'll have handles for twitter, linkedin and facebook. This certainly looks to be a very promising feature. But what exactly is the function of this? Apologies if it's been answered elsewhere, I couldn't find anything related in search.
Spam through Webforms - Captcha is bypassed
We are getting lots of spam emails through the Zogho CRM we forms. Spamers are bypassing the Captcha and Terms some how. When we contacted Zoho they says that there is no solution as it's a known issue. Onlythign they can do is to block the senders IP and which is not a good solution as spammers sends from different IPS. I wonder how zho forms are so vulnurabile and you are selling this still. Forms are submitted with below vaues and its clear that spammes are bypassign these values. I agree the
Using the search query
Hi, 1. In the previous version when you would search a candidate/job opening etc. after you'd receive the results, the name that you searched would be at the top of the page regardless of whether or not it found what you were looking for. ie: when i search someone on the network now unless I search under "ALL" and not under "candidate"/ "job opening" etc. I won't see what I searched, in this case the name of the candidate. Basically is it possible to return that feature that the name of the person
Scalable size of photo
Hello, A major bugbear for me in Zoho Recruit is the tiny size of the photo in the candidate profile. In the previous version, the photo size was small, in the new version of Zoho Recruit, which is a big improvement on the previous version, the photo size is even smaller, it's very difficult to see. Whilst this may not be a problem in North America, it most certainly is for people like myself who deal in Europe, and where a standard identity sized photo is the norm on a CV. Look forward to hearing
Find candidates associated to a tag?
It was indicated in the forum that I can search for candidates by a single associated tag. I would simply click on the tag. However, where do I find the list of tags, so that I can click on it to bring up all associated candidates?
Idea: Move the department selector button to the left of the modules.
Guys, One of the things that bugs me in Desk is that the department switcher button is on the right. I switch back and forth often, and it would make more sense to me to have this on the left. Or give us the option of moving it... Thanks!
How do I start a meetup group
Hi, I would like to start a meetup group in Dublin, can someone point me in the right direct to create and start the group
Can I auto merge accounts within my domain/company without re-invite?
I have Connect, Cliq and Projects, and it's really annoying to re-add every user in each Software. How can every new zoho account with emai@mycompany.com already be part of the eccosystem?
ZOHO CRM - MailChimp Integration
Hi ZOHO! I love all zoho products except Zoho Campaings. We are Zoho ONE users. We are going to use ZOHO CRM integration with Mailchimp, but can I only synchronize 2 fields? We have many fields for accurate segmentation of our customers, is there no way to map CRM contact fields with Mailchimp fields? In addition, we do not want to transfer to Mailchimp all our contacts, only some of them that can be filtered with custom fields (a customized view). Thanks!
pop3 login fail in outlook
Hello my outlook keeps asking for my password and do not sync
Forwarding an email to an existing ticket no longer working
Hello, Has something changed to the functionality of forwarding an email to a specific ticket using [##1234##] in the subject line? Every email I've forwarded today has created a new ticket, not attached to the existing ticket. I use this feature all of the time. It will not be good if you no longer have a way to attach emails in a similar way. If there is a new way to do this, please let me know. Thanks! Best regards, Jason
How to prevent message list from scrolling to the top when using Horizontal Preview?
I use Zoho Email in my web browser with my monitor in portrait orientation. I have therefore selected "Horizontal preview" so the message preview appears at the bottom of the screen. However, each time I click a message to read it in the preview, the message list automatically scrolls to place the previewed message at the top of the list. This is very confusing, disorienting, and serves only to hide new incoming messages until I remember to scroll up again. I do not see this strange behavior on a
Account blocked for outgoing mails
Hi Team, Good day!! I'm not able to send any outgoing mails from my ragur100@zoho.com mail Id. Kindly check and unblock asap. Thank you in advance :)
Can't restore document
I deleted a document by mistake. I know what the procedure to restore the file is, but every time I click on Restore, it doesn't. Trash in progress. Please wait appears on the lower right part of the screen and the file is still deleted after.
Optionally prevent viewer moving back through the slide deck
Hi, I was working with a client yesterday trying to get him interested in ShowTime. He does one-on-one training sessions with clients remotely. He absolutely loved the product, and the fact it was included in his already active Workplace subscription but felt that for some training sessions it would be inappropriate to allow the trainee to be jumping around in the slide deck. I had a hunt in the settings and couldn't find anything around this already. Personally, I think the fact the viewer can
Form Design and number of columns
I need to have 4 fields horizontally across the page. It seems Creator will only handle 3. Is there any workaround for this? I also noticed that when using the Integration field that there is alot of extra space after that field. I have attached 2 images. One is the Form Builder and the other is the live app page. Any tricks would be helpful to correct this issue.
Zoho CRM for Touristic Administration
Hi, I'm currently working with a client, who's looking to administrate his hotel & resort with Zoho CRM. The system is mostly defined. The problem is the products module. My client has 3 types of products (Services, actually): - Activities - Transports - Rentals Activities and transports are easy to administrate. Problem is with rentals. A rental can be either an Accommodation (The whole section of the hotel), a building (A house or a building), and rooms. I need all 3 of them (Accommodations, buildings,
Where is Question Logic
Using the new UI, I cannot find the Question Logic option which existed on the bottom of each page on old UI. Was it deprecated, and if so what replaced it? Thanks.
Inserting calls as Open Activities [API 2.0]
We are using the Zoho REST API (2.0) to submit calls to our ZohoCRM instance. All calls are created as closed activities instead of open activities. As these calls are scheduled for the future, being closed isn't useful to us. I have tried all the fields available in the documentation, including a few not documented, with no luck. The request I'm making looks like: Request: curl "https://www.zohoapis.eu/crm/v2/Calls/" -H "Authorization: Zoho-oauthtoken [redacted]" -d "@call.json" -X POST call.json:
Add Button in Zoho CRM that Launches Creator App.
Is it possible to launch a Creator App from inside Zoho CRM using the Create Button? Also I would like to pass the Company name to the Creator App and have it automatically fill in the Company pulldown field in my Creator app (which is a CRM Integration field). I have code on the integration field that pulls the rest of fields to auto-fill the form. Any help would be appreciated.
Reports stopped exporting in landscape
Hi - My scheduled reports recently started exporting in .pdf portrait instead of landscape. Is there a setting I need to adjust to get them to export in landscape again? Thanks.
Importing Word Press website into Zoho Sites
Is it possible to import a Word Press website into Zoho Sites?
Free tier - Zoho Sites
Hey guys. I have a need for a single-page website, nothing fancy of special. I there are 3 paid subscriptions, but is there a free option for Zoho Sites?
How do I add back/find a standard module?
Help! I'm new to Zoho CRM - I've managed to delete (or can't find) the standard Quotes, Invoices, Sales Orders and Purchase Orders modules. How do I add back/find? Many thanks JG
Zoho Desk - Knowledge Base - Autosave drafts
I just lost about 2 hours of work because the Knowledge Base doesn't auto-save your draft. What is this 2004? Come on. I have to re-write the entire article, now I know to not use that text editor and literally anything else to edit the text and paste it in. The editor is clunky and very touchy at times erasing whole paragraphs when backspace is hit once, randomly removing formatting, applying the color coding to the wrong blocks of text.
Workflow for Automated Deal follow up
Hi, we want to set up a workflow for an automated deal follow up on deals that got a quote already. It should look something like this: On deal: If last activity date > 10 days and scheduled activities are past due then send quote follow up email #1. Create and close task to update last activity date. I just can't see scheduled activities to deals and check their dates to create a condition to do my automation. Is there any way to do that? Thanks Michael
How to Convert string to date
Hi, I need to create a formula to convert string in datetime in zoho reports, so I've created a query to isolate this values, and now I need to convert it. I'm trying to build a formula but a mensagem shows up, saying that I'm not using an aggregate function. Formula: convert_string_to_date("Nova Tabela de Consulta"."DATA CONVERTIDA ",'%d %m %Y') Table : "Nova Tabela de Consulta" Column: "DATA CONVERTIDA"
Basic Approvals
It would be cool if drafts could have an approval flag. Doesn't have to be a complecated thing. Just a place where a manager can mark a draft as approved or not. When making a comment on a draft, would also be more helpful to attach comments to the bottom of the draft dirctly rather than dump it into Collaborate.
Outbound and Inbound emails not working for codewhite.co
Hi, The mails have stopped working for past few days. I did check the DNS settings in my domain name providers account and the MX records was as specified as in Zoho Mail documents. I deleted them and added again. Now the Outgoing mails are working to other domains like gmail or any other custom domain. But I am not getting inbound emails to codewhite.co domain or send email to other codewhite.co domain. Can you please help me to resolve this? Regards Praveeen
CLient users put off the automatic mail they get
Is it possible to stop the automatic invitations that clientusers get when we add them to a project? We add some people who doesn't have to get the information in our system;
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