The 'Quick Learning Series' - Post 19 - News - Reap the full benefit of Zoho People's integration with Zoho Books/Zoho Invoice
Get going with your billing/invoicing transactions without any hiccups! Zoho People's integration with the Zoho Finance Suite automatically pushes your approved time logs to Zoho Books/Zoho Invoice and lets you proceed with your billing/invoicing transactions with much ease than ever before! To know more - https://www.zoho.com/people/help/administrator/tt-integrations-answers.html#pushinglogs
RE: Mail ID Recover
Hi Team, 1. please guide me in Mail Address recovery. (Case : mistakenly we deleted the live employee ID ) 2. totally we have 41 users, we delete 5-6 users for adding new users but we couldn't able to create a new one 3. while we tried to upgrade our Zoho mail we can not book for a single ID Please clear all the above mentioned circumstances ASAP
Search interface for dummies?... Please?....
I need a simple search interface to allow users to search one field at a time. I've found the "search function" template, I've created a stateless form, I just can't get it to work. I know the field I want to search. I just want the button click script to return records containing a matching term in the field. Maddeningly simple but I can't navigate the HTML and scripting needed. I know it is possible to use the search function in the list view. It's a lovely function. However I need the simple search
GDPR
As users of ZOHO ONE, what is the best way to request consent to comply with GDPR? We use CRM and Campaigns with synchronization services. regards
Jotform integration
Hello, The Jotform integration does not seem to work. I have connected the API and it tests OK, however when I try to select a form from the form drop down the only option I have is to choose form.
Add time on the x axis of the page's graph
Hello, I use Creator 5, and I would like to be able to insert the time's fields on the x axis of the graphs on the pages. Actually I see only other field's type (number, text, ecc.). Thanks Best regards
How can i restrict visibility in a page?
I want to restrict the visibility of a page from some users, but in the page builder dont appear "Restrict Visibility" as in a Report.
How to convert Trial to Live without waiting for date to expire
I have 80 trials I have to convert from Trial to Live realtime. How is this done in bulk?
Microsoft Update to Edge Browser
Microsoft updated my PC including to the Edge browser. Since the update, Zoho CRM will not let me log out or show my "photo' icon allowing me to sign out, manage subscriptions, etc. Chrome works but would like to know when this will be corrected by Zoho?
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more.
Why cant i send any mail to other than zoho mail ids Plese help
Don't share data with other users
Hi guys, I'm evaluating Zoho Creator and trying to understand if it fits my use case. Let's assume that I have my Entity: Customer (id, name, address) And this application users: Steve Jobs (Role: user) Bill Gates (Role: user) Elon Musk (Role: admin) I want that Jobs and Gates only see customers added by themselves while Musk can see all customers (with the detail of who added the customer). Is this possible with Zoho Creator? With the free trial I can't add any role so I can't understand if it is
Domain [mydomain.uk] website hosted with one provider, need to have
[mydomain.uk] mail hosted by ZOHO
This sounds as though it is possible to have my domain website hosted on one server, where all my design work has been done; and have my same domain emails serviced through zoho? The only reason that I'm looking to do this, is that my host is having emails rejected by Outlook (due to some dispute of spamming by an IP). They have suggested using ZOHO, but I want my customers to see my existing email address, as used in Outlook - 'enquiries@mydomain.uk' &'admin@mydomain.uk'. So everything will appear
SMS Reply
I can send SMS text messages, but is it possible to get simple SMS replies? Like to confirm a phone number? Or reply Yes, No, Cancel, or Stop?
Change Forecast category "Closed" to "Achieved"
First start saying that in Stages probability mapping there is: Forecast Types: Open Closed Won Closed Lost and Forecast Categories: Pipeline Closed Omitted We have assigned Forecast Category "Closed" to states with Forecast Types "Closed Won" and "Closed Lost", well, because both types are "Closed". The problem is when going to the Forecast module you have these sections: Target Achieved Pipeline and all stages with Forecast Category "Closed" show up in "Achieved" and "Pipeline" sections
This Operation has been restricted. Please contact support-as@zohocorp.com for further details
This Operation has been restricted. Please contact support-as@zohocorp.com for further details My domain is http://www.samantaformis.cf/ Help me please. Thanks
Ask the Experts 2: Live Q&A: Find out all about the new Page Builder in Creator 5.
Hi everyone, As you all know, we recently released the latest version of Zoho Creator 5. The update includes features and enhancements that reduced the complexity involved in app building. One of our favorite enhancements is the new page builder. With the new Page Builder, creating interactive dashboards is extremely easy. It eliminates the need of coding in HTML or CSS — users can just drag and drop the elements they want onto the builder. Also, they can customize them by using a range of pre-built
Can't sign out of my mail account
Hi, I know how to sign ou of my account, so please spare me the explanations. Since two days it's impossible to sign out of my mail account using the webmail interface. I have multiple imap accounts and when I sign out using using my profile picture in tne upper right corner and selecting Sign out, I'm actually redirected towards the signed out screen, but my profile picture is still in the upper corner and still signed in. I usually have a Login again link. Now theres is no way for me to log out
Email Outgoing Blocked.
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Please provide the solution Regards, Srinivasan P
Allow to filter Autid Log by time
Every day we are generating around 50mb in Audit Logs. In order to locate something we have the time so we need to search date and time. Actually we need to export generating around 5 x 11mb files. The worst thing is that this data is disorganized by date, so you need to organize first and then search. Search online with that amount of logs is impossible, while there is the option to filter by date Range, still there is a lot of lines to look into even when you know the time for the actions you are
Can Zoho "Save Progress" and "Continue" later?
Hi, Can Zoho Survey allow a user to "save progress" and "continue the survey" at a later time? So far, I don't see how to do that. We have a complex survey that will take time to complete, likely not in one sitting. The ability to save and later continue will require this feature.... Thanks to the smart person who helps with this one. Cheers, Anthony
Report with old record
Hi! I want to build a report that shows only the records that the "Last modified date" is greater than 15 days ago. Is it possible? Thnaks
my contact forms messages never reach my zoho email account
Hello
my email account es charliepro@zoho.com, I have an issue:
the messages from a contact form never reach
my email account consultas@alfa-omega.info, I do not get any messages from the contact form on the www.alfa-omega.info page. I assume it is the spam server, because that same form sent messages to other email accounts. In addition, the account consultas@alfa-omega.info receives messages from every single email account, except for the contact form. What solution would this have? Greetings
MEXICO y ESPAÑA : Sabes que hay varios eventos en mayo sobre ZOHO?
Si deseas participar, en alguno de México o España no dudes en contactarme En M
link to live event?
How do I log in to here this live event?
HELP!! can't get email: ERR Service Unavailable *** error occurred
on authentication *** Authentication failed.
I installed a new email client. Possibly it downloaded all the old email and cause a problem. But now suddenly I cannot download any email in the old computer. I have to use webmail which is still functioning. Can someone help fix this? POP< -ERR Service Unavailable *** error occurred on authentication *** Authentication failed. info@siddhantfreight.com accounts@siddhantfreight.com pls chk the outlook error screen shot, kindly resolve this issue.
Candidate Tracker
how can we create a candidate tracker which can extract the details of candidates and send along with the resumes to the client
Add a contact to a 'View'
Hi there, I am looking to add a contact to the Realtors section of My email Contacts. I tried dragging it on to the Word realtors but it does not work full stop Can anyone help? I tried right clicking on the contact for that doesn't work either. Thanks for any help you can offer. Phil
How Do You Integrate Zoho CRM and Zoho Projects?
I'm trying to tie zoho projects in with existing customers and clients found in Zoho CRM. Thanks.
Custom Button in view page of lead is not displaying in android/ios mobile app
Hi, We have created one Custom Button in Zoho CRM Lead View page. This custom button functionality are working fine . But When we opened the CRM login in mobile that time the custom button does not view in the page. Can you please look into this issue and do the needful ASAP.
my contact forms messages never reach my zoho email account, I guess is a spam server issue
Hello my zoho email account is charliepro@zoho.com, I have an issue: the messages from a contact form from my website www.alfa-omega.info never reach my other email account consultas@alfa-omega.info, I assume it is a spam server issue, because that same contact form sent messages to others email accounts without problems. In addition the account consultas@alfa-omega.info receives messages from every single email account , except for the contact form. What solution would this have? Greetings and
Zoho Crm campaign and shipping address
In a campaign I send a free sample of a product to some contacts and I need to store the shipping address for future reference. If I create a campaign and associate some contacts everything goes fine, but the association is dynamic. If I change a contact address when I click on the contact in the campaign I see the new address and not the old one. What shall I do to keep track of the shipping address at the time the campaign was created? I've been told the address remains, but I'm missing something
Web tab stuck
Hi, I was trying to display a widget in a web tab (on my test account), so I created my widget, that locally works fine, loaded and associated it with a web tab. Unfortunately it did not work so I removed the tab BUT something went wrong, the tab has gone from the list, but is still present in the menu! There is no way to remove it and you cannot remove the widget either because it is associated with the tab. Any idea? Thanks
Blueprint escalations
So I have multiple blueprints and I am trying to figure out the escalations. I cannot figure out for the life of me where these escalations go. I have set them to send the escalation to myself and even set the timer for as low as 15 minutes, but I never get an alert. Is there something I am missing here?
crm contact not syncing to other apps
Hello, I have added contacts to my crm and they're not recognised or synced to apps like Zoho Sign or Zoho Mail. So when I go to add the email in another app it doesn't show up. Am I missing a step?
Inventory maximum serial numbers for tracking
Hello, I am trying to add a bill of a purchase order of 7000 units. I've enabled serial number tracking, but when I add the serial numbers in the bill (it identifies all and counts well), I get the below message: "Looks like the key serial_numbers has
app language
Hi, I've been testing Zoho CRM app (android version) but I cannot change the user interface language. Unlike the Desktop version where I can change the language, I cannot do this on the app version.
Incomplete registration
Hi, I tried to register mosawer.net but did not get the SMS verification text message. Now when I try to register again i get "The domain is already registered" and for login "username doesn't exist": Is it possible to either activate the account or release the domain so i can re-register it?
How to create welcome email and post-purchase email with API
Hi, I'm a developer with short experience of CRM and Marketing. We want to integrate our application with Zoho email to send: Confirmation email Email with a link to trigger account activation Welcome email Personalize welcome message Post-purchase email Purchase status message (received, in progress, and delivered) We prefer API because we have application to trigger those emails. But hybrid approach also very much welcome. As far as i know mail service has limited outgoing mail, and i don't really
Say yes to GDPR - Campaigns Community Meetups across Europe for GDPR
Hi people, We've reached closer to the onset of the General Data Protection Regulation (GDPR), and Zoho Campaigns is all-ready to help you comply with the laws. We're happy and excited to organize the GDPR-based Campaigns Community Meetups at Spain, Germany, and Italy this month. These meetups will be co-hosted by our partners in those specific countries. So, get ready to attend our upcoming meetups to: - Learn more on how Zoho Campaigns can benefit your business. - Understand what's GDPR and how
emsail issue
I would like to revert to older version of the email interphase, not seeing the option, please advise.
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