What happens if I close a survey then reopen
I have a survey being delivered in 4 stages. The first two stages, I didn't close the survey, I just removed the url preview link from the facebook post to stop people accessing the survey, to allow me to update the piping logic for survey termination. Prior to the third stage, I closed the survey access to allow me to work on the survey in case individuals had the survey tab open in their browsers and attempted to access while I was working on updating required changes. Which involved adding new
Survey end page incorrect
The end page of my survey should not be this one, I was talking to Zoho support yesterday and showed the guy, though he refreshed the page and it showed up with the correct end page when we were checking through the survey. Though it is still shows this wrong end page which was in fact an older end page that I no longer have, as I have updated the wording. This means when people undertake the survey, they reach this wrong end page and believe their has been a technical error and that their data might
Previous answers blank
Hi there, Several respondents have this morning reported that there survey access no longer includes all there previous answers they had completed in deployment of stage 1 and 2. We released stage 3 on thursday night and didn't have anyone advise of any issues. Then this afternoon, individuals re-accessing the survey have notified me that their previous answers to stage 1 and 2 are gone. Another admin confirmed she also has the same issue. I have checked the reporting page and those survey respondents
question about customizing permissions to feeds in ZOHO people
we would like to configure the security settings of "feeds" to accomplish the following: – users should only be able to mention someone in their own department. Is it possible to configure who users can mention? - is it possible to configure what groups/roles/departments of users can see in their feet? For example, what if we want announcements to be viewed by all employees, but feedback only to be viewed by the user for whom feedback is intended? What if we want holiday announcements from the HR
Apply for leave
Hello Support People, Is there any possibility for any employee who apply for any type such as "apply for leave" to view the status of his leave if it is ( approved,rejected) , directly at his dashboard and under the section of waiting for approval. your application sent an email directly to the person performing certain request, but can we customize people dashboard to view the manager status list of approved/rejected items. Hope that you get my point well. Thanks in advance. Rawia Fayed
Not getting the url Link in PDF attachment
In PDF attachment the url field is added but the url field is showing me as a underlined text in PDF.When i click those text nothing is happening just like a normal text.How can i get the link in PDF which i given in url field.
adjusting the employee form
Hi, I am very new to zoho people and ma just starting. Maybe it is a silly question but I would like to change the employee form but many of the fields you cannot disable, I only have the icon of "lock" System field and permission. How to modify that? Thanks.
Ability to use more than one email signature
It would be advantageous when we are in daily communication with several clients and prospects, and we want to use the signature of the mail as a space of general communication and publicity. For example: 1 - "For the months of August - September, you have a 10% discount buying any new service" 2 - "We remind you that we change our phone numbers, the new numbers are 12345". 3 - "Coupon of the month for your next order is : AAABBB - 5% discount" In zoho mail I can have more than one signature and
How can i use email address as a lookup value?
I'm trying to link my order data to contacts via lookup fields but currently I understand that the only lookup option is using the Contact Name. Since this is not at all unique, I would like to instead use the contact email address. Ex. our order record would contain the contact email address and should lookup to the contact email address field to connect the 2 modules. How can I do this? Please help!
Conversion Report
Hi Everyone, I've been struggling to make a report in Zoho to show the % of order conversions. I need a report that will show what % of deals are at a certain stage per month against the total number of new deals created that month. We don't use Invoices or Sales Orders Thank you!
CRM - New user Mobile access Error: USER_NOT_ACTIVE
CRM - New user Mobile access Error: USER_NOT_ACTIVE i have integrated the CRM with Google apps and tried to access via android app mobile. it says Error while: authentication. (USER_NOT_ACTIVE). however I am to login via http://crm.zoho.com
Signature attachment does'nt work
Hello we use zoho form to capture our leads. But we need some customization therefore I use the DOWNLOAD HTML/CSS version of the form. Everything works well except that the signature attachment is not working. We hook in our signature attachment to google drive, but after successful send it does not print out the signature. NOTE: Using the public shareable, or iframe version of the form it works well. I believe I've followed everything instruction from css/js and index.html it just doesn't work.
Project Active/Archived - used to set project completed?
While archiving some of our projects I noticed that when I set a project to Archived, it actually set's the project status to 'Completed'. I have noticed before that even though all tasks/tasklists/milestones are completed, the project is not set to completed (even though it is 100% done). If archiving is meant as a project completion flag that would be really confusing, as I might not want to archive a project that was just completed right away. But it would be good to have somewhere an actual completion
Export to PDF changes format
My custom invoice looks great in preview and when I print, but for some reason when I export to a PDF it removes one of the table division lines. As a designer invoicing clients, I can't sacrifice these details. Please advise on this issue!
Check for replied email
Hi Guys, I am really struggling on how to set up an effective automation follow up with Zoho CRM. I used Zendesk before but now separating Support and Sales (Zoho). I created a series of 6 email follow up but the problem is that I can not find any way to tell the system to stop the Automation if the customer reply to any of the emails. I used to do this with Zendesk by adding different tag, so if the updater = End-user -> add tag replied, something like. I really want to transfer all sales activity
ctrl commands not working
My Ctrl+c and Ctrl+v are not working in zoho docs. I uninstalled the driver and reinstalled it thinking it was a problem there. However, I can get the commands to work in other applications, but nothing happens when I try to copy and paste within Zoho docs.. Thoroughly frustrating. Anyone have a fix?
Zoho multiple organization feature for invoice
What's the idea behind having multiple organizations under the same zoho login. Are these organizations different departments in the same company or different companies altogether?
Mail push notifications
No longer receiving notifications from msync.zoho.com on any of our mail accounts for mail clients setup with push notifications
HTML Emails out of Person's record
Hi there, since I started using Zoho CRM I was able to send HTML Emails out of people's records. I copied my HTML code in the email window, even if the code was long (more than 100.000 characters), pressed Sent and all was fine. I've sent hundreds of emails like this...up until recently. For some time now, when I do the same I've done for weeks, I get an error message, telling me that the line is too long. See attached screen grab on this error message. Obviously something has changed? Is sending
How to put Group in created project by custom functions
How to put Group in created project by CRM custom functions My Code My Code ProjectName=((((input.AccountName) + " ") + year(today)) + " ") + input.DealType; URLSPostProj="https://projectsapi.zoho.com/restapi/portal/[Portal ID]/projects/?authtoken=[AuthToken]&scope=ZohoProjects"; mappings=map(); mappings.put("name",ProjectName); mappings.put("template_id","1115954000000075429"); URLSPostProjExa = postUrl(URLSPostProj,mappings); ----------------- The Project is add Grouped in my created Group
Outgoing Mails being BLOCKED
Domain: magri.biz Hi, I´m writing to you because Outgoing Mails are blocked in some of my accounts and I don´t know why. The accounts in question are used to communicate with clients, WE DO NOT SEND SPAM (As one of yours accused us to do in a prior email conversation). I can see only one email bounced in each account, I think that is not enough to block them, something else must be going on. I´recommend Zoho Mails to all my clients and never had an issue. magri.biz is one of my most important clients
User Storage
Hello, Good morning. We are using ZohoDocs as an alternative to server outside the headquarters so I would like to concentrate full storage on just one user and then share with the other users of the company. There is this possibility of doing this, I would also like an opportunity to make the translation of Zoho App for Portuguese BR I have used virtually all and recommended them to all contacts where Minister lessons. I await the answer and the provision for clarification. Best regards. Olá bom
Give admin rights to other account when admin account was deleted
Our Zoho People Admin quit and her account was deleted. Now that we try to assign a new admin for Zoho People we did not find the way. Our Zoho Superadmin has no access to Zoho People as it is an administrative account. How can we recover the admin rights and assign to a different user
Automatic mail via Crm when Project task closed
Hello, I'd like to know if it's possible to create an automation like this: when a "A" task is closed in Project, send the "A" model template via Crm when a "B" task is closed in Project, send the "B" model template via Crm. Any suggestions? Thank you.
Mass merge duplicate leads
I have over 1400 duplicate leads even though I have tried the "skip" and "update" selections against the company name when uploading new leads. I've have already manually merged over 1,000. There has to be an easier way since Zoho isn't skipping or updating correctly when uploading .
Zoho People Account Delete
Hi, One person from our organization other than HR department created a Zoho People account by his own. How can we delete that People account and create the HR as the main account?
Create an own invoice number
Hello, is it possible to work with my own invoice number? Right now the numer is pre set with " INV ...000..." How can I change it? Thanks in advance J
Changing the invoice number @ zoho books
Bonjour, I´d like to use our specific invoice number but can´t find the button/ field to change it. Can someone guid me? Thanks in advance! Jochen
update field in Zoho People
Hi, I need to update a field using custom function. What is the syntax for updating a field for a particular record. If there is any manual for zoho people, please provide me the link for accessing?
How do you merge duplicate potentials
For some reason we have a number of duplicate Potentials, contacts and accounts. Is there a way to merge these to remove the duplicate?
Mass-merge or mass remove remove duplicate contacts
Hi Zoho Team, We tried to create a mailing list with some of our existing contacts, and ended up cloning / duplicating those contacts. When searching a name, 2 versions come up. If one is edited, the other one remains unedited, so they don't recognise one another as the same. The risk here is that we may lose or duplicate information, so we need to either mass-merge or mass-remove the cloned contact. I am able to merge individual contacts, but this isn't plausible for hundreds of contacts. How do
Latest updates to the GST-ready Zoho Books- August, 2017
As promised, here we are again with a bunch of new enhancements to Zoho Books to minimise your accounting burden and stay GST compliant. Bill of entry Businesses that import goods from other countries or purchase goods from SEZ and sell them within India, need to record a Bill of entry. Bill of entry is the legal document filed by an importer to the Customs department in order to complete the customs clearance procedure. Importers will then be able to take delivery of the imported cargo, and claim
Getting Started with Zoho ShowTime.
Hello! Welcome to Zoho ShowTime. We hope you're enjoying the audio, video and screen share features we recently released. Here's how you can get the most from ShowTime. Create a profile After you sign up, take a tour to get a brief intro about ShowTime's features. To get started, create a profile so your attendees can find you, learn more about you, and register for your presentations. All your published presentations will appear on your ShowTime profile. Your attendees can view, download, and
Campaña pendiente de aprobación
Estimados Zoho, Hace unas semanas atrás realicé una campaña, se envió satisfactoriamente, pero 3 días después la cancelaron y la pusieron en Draft. Mandé emails solicitando una explicación sobre lo sucedido y no tengo respuesta alguna. Ahora creé una nueva Campaña y sigue en Pendiente de Aprobación. Cuál es el problema? Por qué no puedo enviar Campañas? Quedo atento a sus comentarios y ayuda. Saludos, Daniel
Ticket Template Not Saved
Hi, I'm trying to create template for my ticket, then I found some of the fields can't be saved. Zoho didn't report that I can't save it, but after saving, there is no update of the saved field. I want to: 1. Save the Ticket Owner to Unassigned; 2. Save the specific option from my customized pick list. (If I can't save this, I can't trigger my workflow automation) Both of the fields failed to be saved even I tried to save them in separate steps. Any suggestions?
Can someone help me with Zoho spreadsheets?
I requested an appontment call back which I never received early this morning. I've just rebooked and the time that I've been booked for is appearing as 3:30pm CST time, when I specified my time zone as Beijing, China time. 3:30pm CST time is early in the morning in China. Can somone please cancel this appointment and just either call me any time during the day, China time or respond to my previous thread?？ This query about macros has now been going on for 2 weeks!! If converting the macros from
Allow Anonymous Collaborators
Hi, I would like anyone to be able to edit a sheet but without logging in or added as a collaborators. Is there such a thing as world read/writable?
Connect and Projects, How do I bring them together?
Hello, I am a Zoho Projects user and just signed up with Connect. My question is, how do I bring them together at some level? I did not see anything mentions on Zoho forums or on Google about this. I thank you in advance for your help. Don Souza
Download all file attachements
Is there an easy way to download the file attachments for a table? I have a table with 340 records. Each record has between 1 and 4 attachments. Too many to download each one by hand. Any suggestions? Herb Wexler www.PreventingMediocrity.com
450 4.21 MailPolicy violation Error delivering to mailboxes
can you reactivate my account please and inform as to why this has happened?
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