Automation question for experts
Is there a way to have when a field is checked off that it would trigger a sequence of field updates? Here is my scenario that I am trying to accomplish. First off I do a lot of mail marketing from our leads in Zoho. So, when we get mail returned back to us, we have to update the address with new address or we look it up using WhitePages to put in an alternative or correct address. The person who does this typically just checks off a box for that lead that says that the lead has a new updated address
added features
i think you need the last 5 or 10 contacts viewed at the top of the screen to quickly jump back into previous screens also you need to automatically clear the search bar as its annoying having to manually delete each time you search
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Is there any one can please unblock my account aryan@aryan9x.com. I am stuck here. Just send few email and it is blocked, seriously ! I have to reply email ASAP. PLEASE UNBLOCK THIS FRUSTRATING THING. thanks
Task Boards
Can you clone a Connect Task Board so each board has a consistent feel over the entire team? We have several Kanban newbies!
Email - Reply - Reply All
Major issue - When responding to an email ... the address on the 1st line is mine NOT the accounts? What's happening?
Automation question for experts
Is there a way to have when a field is checked off that it would trigger a sequence of field updates? Here is my scenario that I am trying to accomplish. First off I do a lot of mail marketing from our leads in Zoho. So, when we get mail returned back to us, we have to update the address with new address or we look it up using WhitePages to put in an alternative or correct address. The person who does this typically just checks off a box for that lead that says that the lead has a new updated address
Docs
This is probably a simple/stupid question but I want to make sure,....Will Zoho Docs sync with the Docs desktop app automatically?
smtp; 553 Relaying disallowed
Hello. I´m getting this error "smtp; 553 Relaying disallowed" when i send mail to this Domain accounts. I can send and receive mails betwen the Domain acounts. Thanks
Not receiving emails
Hi, I have gone through the requirements to set up email but I still am not receiving any emails. Help? Anna
'Account inactive'
Dear Zoho team, Yesterday I logged into my ZOHO account. When I went to check my email it told me my account is inactive. Although I use this account every day. This week I was expecting an important email to arrive, all though it says account inactive. So, is there any way to re-activate my ZOHOMAIL account? If so, will all the emails I received in the time period it was inactive still be accessible? Thanks, I hope that the account can be re-activate because this is my personal and major email that
Is there a workaround for the date field language limitation on user level?
Hi, I have a client that uses Creator in Mexico. He has the basic user access and multilanguage option for the date field is not available. He needs to show dates in spanish. Is there a way to work around this limitation using code? Thanks
no se envian correos
buenos dias desde ayer algunos correos no son enviados y aparece el siguiente error This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Thu, 10 May 2018 07:04:33 -0700 from carlos.ospina@aseisgrados.com [carlos.ospina@aseisgrados.com] ----- The following addresses had fatal errors ----- [Status: Error, Address: <laura.cortes@aseisgrados.com>, ResponseCode 421, Host not reachable.]
Sub-forms (such as Certifications) be included in Reports
There is a sub-form under Candidates called Certifications. However, the information we enter there can't be used in the left-hand "filter candidates by" or in the Zoho Recruit reports. and I'm being asked if that's something we could include in a report. Doesn't appear in the field list or associated items available for reports, however. So I'm guessing the answer is no. Is there a workaround
Allow FB type feedback on Notes
When a feed pops up I sometimes just want to acknowledge it with a thumbs up. That allows the person who entered the note to know that I saw their Note. It also helps me when I return to the record to see that I already knew about the Note/action taken.
Query - Automate user blocking
Hi, I would like to know if there is any automated way or any application that allows me to deactivate zohocrm users who have, for example, three months of inactivity? Thx,
GMail - 553 Relaying Disallowed
Hello, When i try to send an email to george.ciobanu@{mycustomdomain} i receive 553 Relaying disallowed. I have this issue only when sending from GMail. All other tests were OK. Can you please help me with
Advanced Search
At the moment within advanced search whilst searching for Associated Tags it is a bit long winded to create a search revolving around Contains and Doesn't Contain. We have Tags that contain similar words/phrases. Would it be possible to add the Is command into the options? This mean when we search we would only ever get the exact match to the Tag which is 99% of the time what we are trying to achieve. Thanks, Paul
How to Disable/Delete my Zoho Desk account?
Just opened the Zoho Desk account but it's too complex and difficulty for what I need, so I want to disable/delete it but keep using Zoho Mail. So how should I proceed? Thanks!
Optimizing opt-ins
Research has shown that providing users a choice between Optin and Optout, results in more optins, than if you just have a box to OptIn, and the default is opted out. People generally take the path of least resistance, and if the default is to submit without making a choice, they do so. If forced to make a choice, they consider the options, and more choose to opt in. Do your consent features provide this option? There have been several articles like these: https://medium.com/@forward_action/gdpr-how-changing-your-opt-in-language-can-increase-consent-rate-by-50-f9cffe1f6f22
Why is the GCLID Field Not Available in Reports?
When creating reports, the GCLID field is not included in the "Available Columns" to display on reports. It is not selectable in any section of reports. Why? Thank you.
"You do not have permission to access Zoho CRM..."
...Please contact your administrator" - I am the adminsitrator - I was trying to fix a Google Calendar integration bug. I started out by using a yahoo address as a login even though I was running the app in my google domain. Application worked but it was pulling data from the login id rather than the underlying app and domain to determine Google calendar integration (this is weird). Finally got a response from support to use my google domain email as my login. I went to make this change, first
Recruit and Cookie Data
Hi Zoho, As per GDPR regulations you have to seperate opt ins for marketing and giving details to third parties. We need two opt in buttons on the application form to be able to do this. Is this possible? Do you count as a third party? Are you doing anything with the data that is imported to the system? Do you have a piece of text that we can add into our privacy policy about zoho and that sharing of data in the states? We have colleagues that work in Canada and therefore need to prove that
Tip #45: Pause Zia Reminders when you don't need them
Here's a tip for this week, where we'll tell you when and how you can choose to pause your reminders from Zia. When you have hundreds of leads and contacts to follow-up with everyday, it's really tough to prioritize whom to contact first, and when. Zia, your intelligent sales assistant comes to the rescue by suggesting the best time to contact them. However, scheduling your day around these best time to contact suggestions can be rather tricky. You can't be setting reminders based on these best times
Password reset
Two days ago I changed the password for my superuser as if the superuser was a user. Everything looked good, but when I tried to login again with my new password, it did not take accept it saying it was a wrong password. I tried to use my old password, and couldn't get to it either. Please advice. I have contacted support@zohoaccounts.com for the third day in a row, and still have had no answer to my issue. What is the turn over time for an answer. Thank you.
Live Webinar - Go 'Pro Team' With Our New Productivity Tool
Is your team forced to keep switching between apps to get work done? Does it take everyone longer to complete their tasks? Join us for a webinar on Thursday, May 17, 2018 to learn about our new product that'll transform the way you work and collaborate with teams across your organization - whether they are in the next room or even miles away. Teams are dynamic and they require tools that are flexible enough to cope with the ever-changing environment. But working with your colleagues doesn't
Opt in via Zoho CRM
Hi, As the 25th gets closer will Zoho be providing a system whereby I can send an email to all my contacts and leads with the opt in requirement to satisfy the GDPR requirements? Many thanks, Kellly
Military Time to Regular Time
Is there way to change the Time for Date-Time from Military Time to Regular Time?
Stream email for comments.
Is it possible to comment or share email on mobile app. Example on desktop. You can comment on a email with @mention at bottom instead of forwarding email.
Possible to decide what Emails show up in CRM?
When email is integrated with CRM, is it possible to select what emails you want to show up on a Contacts record? Please note, I'm not talking about making them private or public, I'm talking about whether you want them to show up at on the Contacts CRM record at all. I have some sales contacts that are also friends - there may be hundreds of small talk/irrelevant emails going back and forth between us. Others may be very important. I'd like to select the ones I want to show up in CRM on the Contact
RECRUIT Module // New job opening
Dear Zoho Team, In the recruiting module of yours, upon creating a new job opening, there is the option to assign account managers and recruiter. in both cases, could you remove disabled/inactive accounts from the list? The reason being, that they are no longer part of the company, and therefore shouldn't be able to being assigned to any NEW cases... Thank you for you prompt reply and I am looking forward to a hotfix in the near future. Best regards, Quintin Bauckhage
GDRP for Zoho Campaings
Hi! Thank you very mucho for your answers. Here you have two answers about GDPR: 1_In zoho campaings how can the suscribers edit or delete their personal dates. Is there any kind of conexion with Zoho's client portal? 2_I also would like to know if double opt in will be necessary in contact forms? Or it is mandatory just for commercial communications, like newsletters. Many thanks
This Web Is Very Low
This Web Is Very Low.
Where can I store the data from my customers?
Hi, I only use zoho email, contact list and invoices, but those three contain quite a lot of information about my customers. I don't have a payment system installed, as everything is paid to me by bank transfer, so that is not a concern. My main questions are: - Can I still keep all the emails and the info about my customers on my contact lists (I provide activities to children, so there may be details about the names of the parents and children and area where they live, but not full addresses there).
Book Your Seat For Zoho Finance Workshop UK
Hello Everyone, Have you made your business MTD ready? Are you having doubts filing your taxes online? Is this whole MTD saga worrying you too much? No worries! We are hosting the Zoho Finance Workshop in the UK to help clear your doubts. Find us in: Bristol-May 21st | London-May 25th | Manchester-May 29th | Birmingham-May 30th Get to know about the latest feature updates, industry best practices and also about other Zoho Finance apps that can aid your business. And, what's more? Get one on one demos
More Than 10 Components Allowed On Home Screen
We can use so many more than the limit of 10 components allowed. We find that we're having to create additional dashboards and it is way more cumbersome than being able to have more on our users Home screen. 10 is just not enough.
DKIM verification
Hello, I had setup DKIM about yesterday (10 hours ago), and it still is unable to verify. Every time I click on "Verify" button it gives me: "We are unable to get TXT record for DKIM right now. If you have added the TXT record just now, please wait for 30-45 mins for the changes to propagate and try again." I have tried doing this multiple times, still does not work. I have included screenshot for my DKIM setup on namescheap. domain: x-risk.de Thanks you in advance Alex
Is it possible to build a news forum website through Zoho Creator?
I'm looking to create a tech news platform through Zoho Creator. I want to post articles by my self and other members of the Writing Staff; but under our own names/acronyms. 1.) Is this possible? 2.) Is it possible to change the URL from mysite..com/blogs/post/article-title to mysite.com/news/posts/article-title Thanks! SC
Email Marketing Strategy
What email marketing strategies should we adopt to reach more aspirants in European Union? Having a local partner in Europe will help in terms of data collection or not?
Consent, anonymisation and rights of subjects
Hi, We use Zoho CRM within our organisation (B2B services company), and currently store details of many prospective sales contacts within the database. Mostly these are company name and address records, but we also store contact records and in many cases don't currently have consent from the data subjects. under GDPR we need to change this and get consent from each contact (before 25th May), otherwise we need to remove the personally identifiable information for those contacts that have not given
Zoho mail lite linux with new layout 2018
Good Morning, I upgrade my account zoho.com/mail to new layout 2018, but in the desktop application; Zoho lite mail for linux plataform, the application doesn't finish the login screen...
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