Mail Recipient count exceeds limit [Recipients=137]
Hello, I need my e-mail unblocked as soon as possible. Unable to send any e-mails and I need access for our small business. Thanks in advance.
Access creator form from CRM
I have created a form through creator and currently trying to give my CRM users access to the form entry screen, but it seems I only am given the ability to link them to the Report part of the form. Is there a setting I am missing to enable this?
Related articles
Hi, We have created multiple departments which are distinct from each other. Each department has some articles for help center purposes and each article shows list of "Related Articles". Problem is that the list of "Related Articles" has articles from different department also which is irrelevant. Can we show same department articles only in "Related Articles"? Thanks Humanital
Group members automatically added to events for SOME of our Groups
Why is it that when we enter events on our Group calendars, in some cases all members of the Group are automatically added as invited attendees and for other Groups, NONE of the members are added automatically. I can't find any settings to explain this. The Group calendars I am referring to are from Groups that I created in the cPanel for Zoho (as our Super Admin). I am not referring to individual groups our users may have created. Please advise.
Unkown contacts keep appearing
I keep getting unknown contacts with no email address keep appearing when I address an email. Has my account been compromised?
Integrations: Find the best business in town through Yelp right from within your Chat Window
You had a busy day and at the end of day you are in a mood to go and chill out. You wanna discuss with your friends and see if they are interested. So how do you proceed? Simple, yelp extension is there to save your day, well at least the end of your day I'm sure all of you must have a group chat or private channel exclusively for friends. Head there and start a conversation, be sure to include yelp too! Just type /yelp (what you are looking for) in (place) and yelp will give you top 5 suggestions.
Edit bank transaction amount
I imported bank transactions from a csv file, and three of the amounts have the decimal in the wrong place. For example, a transaction that should have an amount of 1708.12 is showing as 170812.00. I'm not seeing a way to edit the transaction amount. How do I edit the amount?
Tip #22: On using website visitors information inside CRM
Hello folks, As part of our weekly Tips and Tricks series, we are back with a tip on using website visitor information inside Zoho CRM. When you are a sales person at a physical store, you can mostly tell if a customer is really interested to buy something or he/she is simply a window shopper. You can decide on your pitch and conversation accordingly. On the other hand, when you are working with leads online and over the phone, you can never be quite sure. Not until you have their visit information
Email campaign - Images slow to load
Hi Zoho, I have created an email campaign using the template creator and inserted a few images with a size of less than 1MB. However when testing the email, the images are very slow to load, even using a good Internet connection. Is that a problem of size? How to solve that? Thanks
Help
I have a ticket assigned to an agent, but another agent closes the ticket, how can I know who is the agent that closed the ticket, because in the interface is still showing the agent who had it assigned? Regards Orlando
Email Alerts based upon KPI information
Hi there, I was wondering if there is some way to send out Email Alerts based upon if a KPI information is lower then a certain number. I want to be able to identify quality scores dipping below a certain number and then trigger an email. Is this possible to do? Thanks, Ben
Creating a User Defined Function
How do I create a CRM function that I can call to convert a date from 11/1/2017 to NOV-17?
Improve webhooks parameters in the User Defined Format
Hi there! I have idea to improve webhooks parameters in UDF. Add entity with all properties in custom format, like: ${Module::format}. Example: ${Leads::json} Result: {"Lead Id":"1234","First Name":"Jack",...and all other params in Leads entity} This template is more better and simple for clients. Because you do not have to manually write a list of all available fields in UDF. And if these fields are still added / deleted - this must also be observed to.
We would like to buy 1 more user.
Our subscription covers 4 users at the moment. We need to add the 5th. It is quite urgent. Thanks
Website and Job Postings
My job postings are not going to my website withthe newest on top. Does anyone know how to change this?
Messaging through Messenger
Hi, is it planned that Zoho will have the ability to message through Facebook Messenger in the future? Thanks Kent
What plugin is used to post jobs from Zoho to website?
What plugin is used to post jobs from Zoho to website?
Custom Buttons tutorials?
Zoho is quite deep in functions but skimpy on documentation for more casual users. Especially for business owners who do not have a dedicated IP person and just need to get things done and functioning! Custom buttons seem like a gift from heaven. However the operation is rather opaque. If the documentation explains how to make CusButs it is not easily found or understood. What is needed is Zoho for dummies or such. I'll bet zoho could triple their user base with concise, usable documentation for
Outgoing mail blocked and strange storage behaviour
Hi, One of our users got blocked from sending email because of Reason for the block: Daily Mail Size Quota Exceeds Limit However, we have only been using the service normally as usual. When we checked our mail box size, all of them are in strange number like -154260800% of 0MB The email with issue is ci@omediamacau.com Please advice. Thanks, Michael
How add new values in subform multiselect/checkbox ?
Hello! I have easy question, how i can add new values in subform multiselect or checkbox. I'm created script, but he doesn't working. values = {"option","option 2", "option 4"}; subform.checkbox:ui.add(values); And i tried this values = List:String(); values.addAll({"option","option 2", "option 4"}); subform.checkbox:ui.add(values); And i tried this values = List:String(); values.addAll({"option","option 2", "option 4"}); for each val in values { subform.checkbox:ui.add(val); } What i do wrong?
Assessments
Hi - Assessments are great, here are a few suggestions: - If then questions, if someone answers a question one way, then there is a subsequent question - ability to have a comment or other selection where they can add a comment - obviously this would not add to a score - matrix type questions - so a candidate can rank themselves or provide level of experience with various different tasks - ability to customize the HTML - background, font, colours etc Thanks!
archive email - .pst replacement
I have a strategic question. If we were to transfer to Zoho Business, how would the archiving of emails work? right now we have a 250 mb limit on the MS Exchange for email, but we are also required by law to save all of our emails. To archive them, we drag them off the Exchange server into .pst files in Outlook. Currently I have about 3 GB of archived emails and that number grows every day. Do you have a plan for allowing users to archive emails? Is it possible to create a .pst file type system that
Core Fundamental of using ATS
Hi, With hundreds and thousands of resumes stored in ATS, It's mostly challenging to swift through them all to match them with new openings that we post. It would all be easier we we had a feature - Automatic candidate suggestion from talent pool
Bar code in Zoho Invoice
How to add Barcoding in Zoho invoice
Workflow Status
Hi, Workflow – I have workflows for client module, how would I know that the alert has been sent(emailed) ? Workflow in candidate, contacts can be seen in their pipeline…but how about Clients module workflow? Looking forward to your response. Many thanks, Belle
Calculate field value based on subform entires
So I was wondering if someone could help with this. if we have a form, lets call it orders, and it tracks an oirder for X number of hours work then we have a subform which records the hours e.g. an order for 5 hours comes through and it gets broken up into say a 2 hour block, a 2.5 hour block and a 0.5 hour block, these hours are recorded on the subfoirm. Can I have the subform update the number of hours on the main form, possibly even stop entry of the subform record if it exceeds the value in the
No column and data
Hi why no data and column after i created form and add values.
Add Authorize dot Net as a payment gateway
Please add Authorize dot Net as a payment gateway. This is a really easy gateway to interface with, and I'm sure others will agree they are one of the largest out there. Thanks!
Client's biz name changed: Should I update or create new contact info?
I have a client that had to dissolve their first business and reform it under a new name mid-year, but they are still doing the same work (publishing the same magazine). Should I deactivate the original contact info and create a new contact for the new company name, or should I simply update the existing contact? I ask for 2 reasons: 1) Tax reporting: If I will need 2 separate 1099s from this person (for the two separate companies) then maybe it would be best to have two separate contacts so that
Applicant per month report
I would like to know how many applicants I get each month on zoho recruit, ideally per department or position, but if not just at least know how many apply each month. Is there anyway I can do this via reports?
Updating contact from Custom Module
I am trying to update my contact record base on my custom module information. But it keeps getting not defined errors. any help please. CustomModuleDetails = zoho.crm.getRecordById("CustomModule1",input.customId.BigInt); ContactMap=map(); ContactMap.put("First Name",ifnull(CustomModuleDetails.get("Primary First Name"),"")); ContactMap.put("Last Name",ifnull(CustomModuleDetails.get("Primary Last Name"),"")); ContactMap.put("Secondary Name",ifnull(CustomModuleDetails.get("Secondary First Name" +
Exciting new features on Zoho Recruit
Hey! We, at Zoho Recruit, are ecstatic to say that we've added new features to the product you love using. The new features are sure to make your work effortless. Advanced Recruit Analytics Not all reports can teach you the right analytics. But there are a few that can take your recruiting game to a whole new level. Zoho Recruit is now powered by Zoho Reports to create a variety of reports that can enhance your performance and efficiency of hiring. Click here to know more. Zoho Recruit-Zapier Integration
You do not have permissions to create this account in Zoho Mail. Reach us at support-as@zohocorp.com for further assistance.
Since 2 days, facing the above error while creating mail accounts for 'dataturks.com'. Please help team.
Difficulty doing sync with Google calendar
I select the Settings > Sync > Google Calendar option, and it pops up a window as if it going to do something. The window displays GOOGLE CALENDAR at the top left, but just shows the active bars at the bottom continuously and doesn't stop to give me an option to put in my user name, etc. Any suggestions on how long this should take (waited 1/2 hr) and still going (and I don't have a super slow computer). Did this multiple times. Any reason that this may not be working?
Cliq- what if i don't have a team, can my client chat in there?
Hi there, i am new to the whole Zoho platform, could you please tell me if I can use this for a client? I won't have a team, I am a single entity and would like too use this if i needed to chat with a client or potential customer. Thank you
Quick actions
Add a quick actions' button on the Job page that lets us quickly and easily unpublish a job.
Zoho Recruit (Report)
I wanted to generate a report with total count of jobs posted by each recruiter but that option is not available. It would be great if that option is added in your system.
Custom Function that can use any of 3 layouts, not just the default one?
I have a workflow with a custom function action to create a deal. I have 3 deal layouts, however, and the layout always ends up being the default layout. I need it to be one of the other layouts. Is there a way to "set the layout" in the custom function script?
Tip #5: Thanksgiving special - How to set up Vacation Reply in Zoho Mail
With the Thanksgiving holidays round the corner, the vacations are near! A lot of us will be out of our offices due to holiday plans, family gatherings, and vacation trips. However, the work doesn't come to a halt and neither does the flow of emails. Stay on top of your business communications by setting up your vacation auto response today. Zoho Mail helps you to setup your Vacation reply in Richly formatted text, along with the time period for which the automatic vacation response should be active.
Workflow Automation not working on an API call
I wish to update a field (Ex: Grade) using a custom function (in Workflow Rules) whenever another field (Ex: Marks) is updated. I am able to achieve it when I update the 'Marks' field manually, but not if I use an API to update the same. Can you help me get through this?
Next Page