zFinance: Unable to email estimate from CRM unless contact is already in CRM
Scenario: I've created an estimate for an account in CRM (using zFinance). I've been asked to email a copy to person X who is not in the CRM. My first thought is to go to the estimate and click SEND and then enter the email address in the TO box... but
Hijacked zoho emails
in Zoho Mail • Using Zoho Mail • 6 minutes ago Hi, My zoho email accounts for my domains: www.startupglory.net www.helpinghandsmme.org Were hijacked yesterday. I called till I was blue in the finger yesterday and left numerous voice messages. I also sent emails to escalated support. ALL emails associated with these accounts are HIJACKED......The admin emails ogechi@helpinghandsmme.org and ogechi@startupglory.net were hijacked first and the recovery numbers changed to ******29 (A number that
ZOHO Partner Private Label Program
I've been researching CRM companies that offer partner private label programs…Does ZOHO offer any type of program for companies serving specific vertical markets? I signed on for the free trial, very impressive and functional. thanks!
Notes migration
I can see that post switch to new UI, old notes are not available. On going through the forum messages, I found out that old notes are not available under new version by default. People need to migrate it and you 'had been showing the banner as well.' To be very true, your banner just gave the impression that Notes will be available in new UI only and won't be available in older UI and we must migrate to new UI to keep using notes uninterrupted. And this is what would have made sense. Not sure who
Problem in using Outlook
It seems to me that the host smtp.zoho.com is not responding!
Desasociar telefono
Hola! Por error asocie un número de teléfono convencional al iniciar la gestión para crear una cuenta. Como gestiono la desactivación de ese número al dominio??? Pues es obvio que nunca recibiré los mensajes :( Gracias!!!!
SSL Certificate STILL not renewed 8 hours after problem reported
Hello. I'm disgusted that 8 hours after reporting to ZOHO that the security certificate THEY provided has EXPIRED, the problem has not been resolved. Today is a busy day for me and my customers cannnot access the site.
Transfer data
We have a custom app in creator but it would better serve us if it was a module in the crm. It links back to our crm anyway. Is there away of bringing that data over and cpmeeping the correct links. I have had a go but cannoypt get it to work?
The DBID passed as a request parameter does not match the OBJID
when i want create a report pivot table, generate this error The DBID passed as a request parameter does not match the OBJID. i need help
Warn users before making changes to deluge
@Zoho Recently changes were implemented in deluge which changed the way integration functions returned the result. Due to these changes code which previously worked as intended is returning errors. Please provide notice of these changes in future. Via email would be good as not all users access these forums. Damien
Automated Reminders
Hi all, At the moment, our automated reminders are disabled. If we turn them on, do they apply only to the invoices we'll send after the activation or also to the invoiced currently past due? In other words: we have a couple of invoices past due, but we don't want those customers to receive automated reminders. But, at the same time, we want to send reminders automatically for all the invoices we'll send from now on. Furthermore, is the signature automatically added to reminders? I mean, the same
invoice date
The invoice automatically generated from an estimate needs to dynamically update to today's date when sending to a client... NOT the date the estimate was approved as it functions now. In many cases the date an estimate was approved would be well beyond
Applications
I have logged into my Zoho One admin panel this morning and noticed the attached image. However, i am unable to find the other 4 applications, other than Zoho meeting which isn't supported in Zoho One as of yet. Am i missing something?
BUG: Unable to convert PO to Bill.
Hi, Does anybody else have an issue with converting a PO to a bill? I have a PO which has been received in. I've 10 items on the PO but when I click "Convert to Bill" I just get a blank Bill form? I've tried safari, chrome and chrome private mode and none work. If I try to convert the bill in zInventory, the bill is populated fine with the PO line items. Is it common to come across so many basic bugs and issues? I'm testing the feasibility of migrating from Quickbooks Enterprise... not going well
1. Zoho Meet Up
Vielen Dank an alle Teilnehmer des ersten Zoho Meet Ups in Berlin. Wir freuen uns auf viele weitere spannende Treffen und regen Austausch. Ihr Zoho Premium Partner Team
Subscription Metric via API?
Hi Support Team, Is it possible to access my subscription metric each day via API? It's very similar with what I saw in the Dashboard page (attached), I need values like how many active customers, reactivation, cancellation, signups, etc. each day for each product. Thank you,
Getting incoming CRM web form requests as tickets in Desk
Hi, We have a CRM web form on our website, and use Desk for customer support. Currently, we've set it up so that we receive a notification ticket for the web form from CRM into Desk and that ticket's Description holds all the information about the web form request, i.e. name, email address, message content, etc. Because of the way the ticket is generated, we cannot simply hit Reply to it, as the contact detail info on the left-hand side is not filled in with the contact info the user entered in the
IMAP promise to existing free users doesn't seem to be kept
I've emailed support about this but had no reply. My phone needed a software update and I've had to reload my two Zoho emails. One free (and well over ten years old) and one paid. The phone has accepted the IMAP credentials for the paid account but not the free one. Why? I'm loading to Outlook for Android and Blackberry Hub. It's the same IMAP details for both my accounts. How are you "marking" old free accounts so IMAP still works on them.
Don't change potential owners on lost / won potentials
Hello How do we set up our rules so that when an account owner is updated the owners of closed won and closed lost potentials does not change. We don't want to change all of our historical data for closed potentials. Is there a standard rule to set up for this?
No estoy recibiendo correos
Hola, hoy he tenido problemas para recibir correos. Varios clientes me han enviado, pero no llegan a mi bandeja de entrada. Como puedo solucionar este problema?
attach client/project to specific line items in PO or Bill
is it possible to attach a client or project to a specific line item in a PO or Bill. we usually buy specific products for specific jobs and would like them to automatically show up in the clients invoice when its time to invoice them. similar to how expenses work, but for PO's and Bills?
Problems while sending during IO Operation
I can not send emails, is there an internal issue again?
Zoho CRM -
Bonjour à tous, L'un d'entre vous saurait-il me dire s'il est possible de conditionner l'apparition d'un champ en fonction de la date courante ? Je m'explique : j'ai une case à cocher sur la fiche Contact, je souhaiterais que cette case ne soit visible que 24h après la création du Contact. Je peux conditionner l'apparition de ce champ à la valeur d'autres champs mais ne sais pas comment faire pour que la condition soit fonction de la date courante... Si quelqu'un sait je suis preneuse. Merci Laetitia
Nouveaux Widgets dans Zoho SalesIQ
Bonjour. Comme vous le savez déjà, Zoho a récemment fait des mises à jour de nombreuses fonctionnalités dans Zoho SalesIQ. Vous avez désormais un Code HTML Unique pour votre Live Chat et le Suivi des Visiteurs. Pour profiter de ces changements, remplacez l'ancien code Zoho SalesIQ dans le code source de votre site Web par le nouveau. L'accès au code depuis SalesIQ : Paramètres > Websites > Live Chat Widget. A très bientôt. #ZSphereCCool
Editing records of a different form (selected in a lookup field) from the first form
Got a work authorisation application in which a work package may include one or more specific jobs. So the work item record has a multi-select lookup field. Great you can easily choose and assign specific jobs to a work package. Problem is my users constantly moan they they want to work with a single form (mainly using mobile version creator) ie be able to edit the job records directly from the work package and NOT have to constantly flit between different reports and edit forms. I played with sub-forms,
Welcome
Bonjour à tous, je suis Glenn, Consultant ZSphere. N'hésitez pas à m'écrire directement si vous avez des questions particulière sur les produits digitaux de Zoho. Je réponds aussi sur le CRM.
Zoho Community Meeting Berlin
Hallo an alle Teilnehmer des heutigen Meetings in Berlin. Ich freue mich auf einen regen Austausch.
time sheet notes in invoices
when adding time sheets to an invoice, it would be much more useful if we were able to show the "time sheet notes" in to the "Item description". just showing the project name isnt useful for us.
docs integrationt
if I create a new zoho doc or sheet in a project ,It doesnt show up in my zoho docs or sheets app. is that right? am I doing something wrong?
Planos e Preços
Qual plano que posso adicionar vários domínios e usuários de e-mail. Sendo somente eu como usuário administrador.
The 'Quick Learning Series' - Post 3 : Tip - Ensure business continuity. Keep your employees posted on urgent and important announcements.
When you run a business, you have to be equipped to encounter sudden emergencies. What is more important is to keep your staff posted on these important updates. Post important updates as 'Sticky Announcements' so that they stay on top always keeping your staff well updated. What's more interesting is that you can have location-specific sticky announcements so that your staff from other locations do not push the panic button! Take a look at this short video !
not being able to send and receive emails
not been able to send and receive emails - please assist
Open in new tab not working in Mail
Ideally when you click an email in your inbox it opens in a pop up or new tab - that's the standard expectation. Having to right click > open in new tab is inconvenient and doesn't even work.
Emails not sending or we not receiving emails
We have not received emails that have been sent and some emails do not send. This is not the case with all mails. Specifically from our Adobe signing contracts emails. Also have receive a 451 temporary local problem. The email address we not recieving from (Adobe) is echosign@echosign.com or LPB Publishing. Please assist
Module Aproducts linked to Accounts Name
I have csv file with Acompany, Aproduct fields and meaning : Products Acompany is making. Some times one product sometimes more than 10 Aproducts. Upon importing I iike to have the existing AccountName linked to Acompany, and that it is visible in the accounts Äproducts"module (like the Contacts e.g.) S Johnson Comp make Product a, product b product c Mayer & Co making Product y,y z. etc. Csv files looks like Johnson Co , Apples Johnson Co , Pears Mayer Co, Tomatoes FieldCo, Prunes etc etc. It are
Test
This is a test
summary view
I want to know the SQL that is used to display the summary view,because I want to use Zoho CloudSQL.
язык
Здравствуйте, можно ли изменить язык на русский всего интефейса?
noreply@zoho.com - SalesInBox
I do not want our company emails to be arriving as from noreply@zoho.com. I can specify a reply address, but that does not change how it arrives in my customers email. How do I change the from address to be my address?
read org emails
i am the admin and would like to be able to read emails from my users?
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