We are migrating from Quickscrum, can stories have other stories as parents?
We have big stories and small stories part of the big stories. Importing our work items there is a parentid. I tried to put there the parent stories id. Still when looking for the small stories inside the big ones there is nothing. I suppose the parent id is only for tasks and bugs? Have you plan to allow to have stories as subitems from other stories?
Editing field data from lists
For example, if we go to the Candidates List and run a search, it would be incredibly helpful to be able to edit the fields displayed, rather than clicking on every profile individually. This was available in Bullhorn as standard and saved us a lot of time, especially if there were parsing issues.
Zoho Meeting for Zoho One integration with Zoho CRM
I have enabled Zoho Meeting for my Zoho One account. A few days ago I enabled integration to Zoho CRM but now I cannot add meetings from within Zoho CRM and when I disable the Zoho Meeting integration I cannot re-enable it. Is this integration something appart from the included Zoho One licence?
Column Width Adjustment
It would be very useful to be able to slide / drag the width of columns in the record lists. For example in Excel or Bullhorn.
Scheduled maintenance for the US and Switzerland dial-in numbers
We would like to notify that there is planned maintenance for the phone conferencing networks in the following regions on the corresponding dates. The United States dial-in number maintenance Start time: 06/03/2018, 08:30 GMT End time: 06/03/2018, 10:00 GMT Estimated impact: Brief service disruption lasting a few minutes. Switzerland dial-in number maintenance Start time: 2018-06-02, 22:00 GMT End time: 2018-06-03, 04:00 GMT Estimated impact: Service will experience interruptions during maintenance
GDPR Contd. - Announcing more features for GDPR in Zoho CRM
Hello folks, Continuing from our previous GDPR post, we are back again with more features for GDPR in Zoho CRM. Data Source Tracking Information about your records (Data Subjects) come into the CRM from multiple sources like forms, third-party integrations, import, etc. Zoho CRM will now fetch and display these sources along with additional details like website and form name in case of web form being the source, and portal name and department in case of Zoho Desk being the source. You can track
URGENT - LinkedIn profiles disappeared
Hello, LinkedIn profiles associated to Candidates disappeared. All of them at all Candidate records. Can you please fix it? Thank you
Introducing the all new Enterprise Edition of Sign with Bulk Send and In-Person Signing!
Introducing the Enterprise Edition We have successfully rolled out the enterprise edition which houses two important features: Bulk send and In-person signing! With the enterprise edition we have streamlined many of the difficult tasks done before and have introduced some new features for better performance and throughput. The enterprise edition is also very reasonably priced, at just $20/user/month when paid annually($24 when paid monthly). Send the same documents to multiple recipients using
Mandatory but hidden fields silently cancel Submit
Hi team I have a Creator form that does not save to a Creator table because it's a public access form (Stateless). On Submit it takes a bunch of actions like emailing the form info. The form has a Radio Button field that controls which fields should be shown/hidden further down the form. Problem: Most of those further-down fields need to be made mandatory. BUT if they are hidden by the Field Actions of the earlier Radio field, there is no way to submit the form. Submit silently doesn't work.
Application Sections in Creator 5
I have my forms arranged in Sections in the old version but in Creator 5 I don't see an option to move a form between sections. Can anyone tell me how to edit the Sections in the new version? At the moment I'm doing it by reverting back to the old version and then going back to the new version again.
if ( condition ) for C5
Anyone have same issue with new C5 The new version C5 has been problem for me with Deluge Script in many times my if conditions for the Operator<opr> has to be in reverse. For example; Correct statement should be "if(Sch_Weekday == 2)", but I have use Operator<opr> "!=" (not equal) in reverse. if(Sch_Weekday != 2) { input.Monday_Date = input.Sch_Effective_Date.addDay(7); } else { input.Monday_Date = zoho.currentdate; }
How to create recurring revenue with Zoho services?
Hi Team, I am looking to create a software company where I can provide consultancy to companies and help them improve their business processes by using Zoho services. Before that I want to understand how can generate recurring revenue from Zoho services. Looking forward to this community so that I can achieve my dream. I want to create $10k to $15K per month. If anybody already working on something similar we can do something together also. Thanks
Configuring lightning (thunderbird extension)
I'm using thunderbird on Kubuntu 17.04, and it's running very well for mail. I just installed the lightning extension (package xul-ext-lightning) and restarted thunderbird. When I went to add the Zoho calendar, it prompted me for a password, I generated a new application password, which it did not accept. I tried my regular Zoho password anyway (which, as expected, it did not accept because I have two factor authentication turned on). What password should I use? Thanks.
Flee zoho for google
Here seems to be the only solution: save what files are left and migrate back to google: I am not a fan of google, but at least 90% of my files did not disappear overnight https://jeangalea.com/migrate-zoho-mail-gmail/
VAT in Zoho books
We are zoho one customers that have moved from zoho invoice. I cannot find how we set up VAT in books having transferred from invoices. Any ideas please.
Secondary User Email Address Possible?
Is is possible to add a secondary email address to my user account? I'd like to send email/bulk email from my hello@ account from time to time (the GDPR consent email is a prime example), but at the moment I can only send from my personal work email (steve@) as it stands. Is this a possibility? Cheers, Steve
Reference Tab on Candidates
Hi, We are struggling on having manual on giving the reference check on their pass employment and reference contacts. Is it possible to have their own tab of the following fields: Relation to Candidate First Name Last Name Position Title Company Name Mobile or Phone Number Email Address and an opporunity to send automated email for reference checking.
Sending Emails in Zoho Recruit
Hi, Good Day. I would just like to inquire about sending emails to candidates in zoho recruit. As I understand, the sender of the emails will only be users of zoho recruit. Would it be possible if the senders email address is not a user of zoho recruit? Is there a way for us to change that option to a different email address instead of the user? Another thing is, the “Reply to” option in the email templates. Whatever email address we put there, when a candidate replies to the email, it is
phone number verification does not work
Good morning. We have changed the telephone number for the sending of the verification code. The new number is 920638835 but it still shows the old number ******** 10. This happens with the mail ventas@timexworldservices.pe. Can you verify? I hope your support
How does "Purpose of sending email" work?
Since today it seems to be mandatory to set the "Purpose of sending email". When choosing multipurpose - our existing mailing lists cannot be choosen is this a bug? do we have to make new list? how does this feature work? whats the effects of this settings? It would be quite nice if you provide a tutorial when releasing such important features!
How to create an automatic mailing list
Howdy everyone, I've got 7000+ contacts, and need to create my first campaign to ~250 of those contacts. I've created a report in CRM that successfully isolates those recipients by pulling name, email from Contacts and filtering on a couple of custom fields in Company. The report works quite well! So I can export that report and import it into Campaigns. That's cool. What happens when we get other people that meet that criteria down the road? The cool part about Zoho One is the integration.
Can you mark an Event as closed?
I have just added an event as in a meeting, but now I have completed this, is there a mechanism to mark it is closed and add a task for a new task?
Backup and download all attachments
Hello, I am trying to backup and download all the data and file attachments stored in my application. I can download all the data without problem. But I don't know how to download all the attachments together. To do it one by one is not an option. I have been trying to find a solution in the forum without success. I found a file downloader tool but I cannot login. Could you please tell me how I am supposed to download all my data and attachments at once? Sincerely Jacobo
How do I search for flagged email in my SPAM with display ONLY those emails?
The new design still lets me select for flagged email in my SPAM folder, but it just shows it to me in the full list of ALL the SPAM rather than a search window of ONLY the flagged emails. How do I see just the flagged email rather than have to scroll the entire contents of the SPAM folder to find which ones have been checked? Why do they make such stupid changes when their SPAM filters are so poor?
Error: "You don't have account in Zoho CRM!"
Hello! Something wrong with custom functions today! I created pretty simple code: resp = zoho.crm.getRecordById("Potentials", potentialId); info resp; potentialId set as an argument But I got this: {"4102":"You don't have account in Zoho CRM"} I'm in my account!!! How is it possible?
E-mails coming back!
we can not end mails to a speficif set of acounts, Because it said : INVALID_ADDRESS, ERROR_CODE :554, ERROR_CODE :Your 135.84.80.216 adress blacklisted. // 135.84.80.216
Zoho Mail does not sync all the email in Android through
Exchange(msync.zoho.com)
Hi, can someone enable 'All Days Sync' for: leonardo.barrios@getecsa.co
Audible Chat Notification Not working
I haven't changed anything to my knowledge, but the audible ring that usually goes off when I have a new chat request has stopped working and I keep missing chat requests.
Customized Work Modes?
Is it possible to display tickets in columns (like the work modes) based on a custom field (instead of Status, Due Date, or Priority)? If not, is Zoho looking at making custom modes like this possible any time soon?
Report doesn't filter based on contains/doesn't contain criteria for checkboxes
I have a form with a checkbox field and I have created different reports to show data based on checked boxes. For example: Opciones does not contain "Factura". show all rows from Nueva_venta [!Opciones.Contains("Sin factura") && Distribuidor.Facturacion.contains("Individual")] This is not working and it's still showing all records.
Important announcement about Zoho Mail 2018: Deprecation of old interface and other updates
Hello everyone! Thank you for the overwhelming response to the release of Zoho Mail 2018! Here are some comments on Zoho Mail 2018 that pepped us up: Many of our users who were using the older version of Zoho Mail also loved the new Zoho Mail 2018, as it retained the tabs to their liking, but with better speed, appearance and nifty features. Apart from the reviews, we also appreciate the enthusiasm shown in posting feedback, suggestions, and feature requests. We are analysing the feature requests
Unable to connect and monitor our client and top level team's remote session.
zoho assist another instance of agent is running for the same session error.
Inventory Template - Inserting product image inside default products table
Hello, Every product has it's product image URL. I need to insert that product image inside a products table. I've tried: ${Productos.URL del Producto} <img alt="Imagen producto" src="${Productos.URL del Producto}"/> Inserting an image widget with URL = ${Productos.URL del Producto} Nothing is working. Any idea on how to fix this using Template Builder? Already tried to create the template through HTML but it was very difficult to get a nice result. Thanks!
Google Cloud blocking the conection by ports 587,465 and 25
Hello guys, how are you? Recently I discovered that Google blocked the comunication on ports number 587, 465 and 25 - https://cloud.google.com/compute/docs/tutorials/sending-mail/ Are there other ports from zoho using the smtp.zoho.com ? Regards Estevão
Here's a quick rundown of some handy security features in Writer
Hello there, Writers! =] At Zoho, we take data privacy very seriously. No scanning. No data-mining. Nothing of that sort. From data encryption to GDPR compliance, here's a quick look at some security features that can be pivotal in keeping your everyday
Help with integratng Deals and Quotes
Hoping to get a some recommendations on the best approach/tools and any available example information regarding them to make the following automations. I would prefer that when users are ready to convert a DEAL to a QUOTE that they are automatically (via a BUTTON or WORKFLOWS) moved to the QUOTE module either when they change the status of the DEAL to "Proposed" or they click a button. This would transfer over all of the available DEAL information into QUOTES and lock the DEAL fields to prevent
How can Move to trash AND delete permanently?
I want to create a filter with does "Move to trash AND delete permanently". Is it possible?
New updates to make Zoho Motivator GDPR compliant
When you sign up for Zoho Motivator, you're already protected by the security measures included in Zoho CRM. The Motivator team has also come up with some enhancements to ensure that the data you process under Zoho Motivator stays safe. TV channel sharing control. Now, new TV channels that you create will be shared only with other Motivator users by default. To share a channel with more collaborators, just head to the channel settings and pick the appropriate level of sharing security. You can also
ZohoMail Violates Privacy and Clients Intellectual Property
It has just became apparent that Zoho does not respect its clients privacy and intellual property. It was a suspicion at first, but now I see its true, that Zoho seems to spy on clients. All our quotes in Excel are password protected with certain areas deliberately hidden in the Excel workbooks. ZohoMail, strips that protection and displays the entire workbook plus un-hides protected areas !?! This I cannot believe is an oversight or simply bad design. We value our privacy and our clients', and
Group Mailing Lists under GDPR
I noticed that the mailing group we were using for our NGO got disabled and all contacts deleted. Is this due to GDPR? Will it be possible to still use mailing lists in any form?
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