Users and privacy
Hello, when it will be possibile to assign a task just to one user with privacy? Not if i add two user as a customer both can see the same task, that's not good! Thanks for your support. Franco
I cannot add more than 5 users
Hi, I cannot add more than 5 Users. Kindly Help.
Rule to Create Task EVERY TIME field is updated
We send samples to prospects and customers so I want to create a rule that creates a task to follow-up in 7 days time with every customer or prospect and every time they have a sample (customers can receive multiple samples over time). Can I use a pick list or multiple choice check box and EVERY TIME it is updated the rule is triggered? The options could be 'Sample 1, 'Sample 2', 'Sample 3' etc. Cheers.
How can i remove the contact which are under Do-Not-Mail list
I just want to delete one contact from my email list. That contact is under the Do-Not-Mail list. When select the contact there are no such options to delete that contact.
Zoho Recruit - Option to export job posting to XML format?
Hello, Is there a way to export an active job posting to a XML file? We need this option as we share this XML file with job agencies that they publish our job posting. Thanks!
Need help customizing Campaign.Contacts.MemberStatus
When I am in the campaign module, and I use the list, the values are: Planned, Invited, Sent, Received, Opened, Responded, Bounced, Opted Out Help says the Campaign Member Status defaults are: Invited, Attended, Not Attended, etc. However, when I go to edit the existing values via Settings, the values are: Planning, Active, Inactive & Complete. Any changes that I make to the list within settings do not appear within the campaign.contacts.editMemberStatus How can I customize the values for campaign.contacts.EditMemberStatus????
Get groups that user belongs to via API
Hello, I am able to pull users via the Users/getUsers endpoint. I was wondering if it is possible to also get the groups that the user belongs to? Thanks,
Please help! Account not Active
I am using Zoho mail with the account “area_support@kodomoto.info” but I cannot access my mail box on the website. It displays “Account not Active”.I can’t sign in to my zoho mail via mobile app neither. Please help this out!
Get Expenses using SharePoint Designer Workflow
Using SPD site Workflow to get all expenses items is giving the below error: Response Content: {"code":14,"message":"Invalid value passed for authtoken."} However, when accessing the link directly from the browser everything is working fine.
Time based trigger
I created a new ticked with a supervise that it will trigger a alert after spend 20 hours on the ticket. This is not working directly but after a period of time. What could be the problem. See attachment where you can see the history.
Template error in zoho crm
Hi to everyone, i created a html temp in html5. but when i upload it to crm inventory temp. it does not look as i created. so how can i find the problem and fix it? does anyone on Zoho Team can help me on this issue?
Template error in zoho crm
Hi to everyone, 04:26 PM i created a html temp in html5. but when i upload it to crm inventory temp. it does not look as i created. so how can i find the problem and fix it? does anyone on Zoho Team can help me on this issue?
UploadFromDB.bat failing to run on Scheduled Task
Hey guys, Hoping i could get some help with this. I am trying to use a scheduled task to run the UploadFromDB.bat file on the Reports Tool. However, when i try to run it, it wont even show the cmd prompt showing up and times out after the hour i set it to. If i run the batch file manually, all works fine. I have tried to multiple ways to get this to work Set Add Arguments: UploadFromDB.bat Email Password UploadFromDB.bat Email -A authtoekn <Blank>
User Filter Does not Reset on initial load of Dashboard
I have several Dashboards with a single user filter on them. I have the filter set to Select Box List All Values I have set the "default filter value" to a valid field value Filter Behavior is set to "Always list all values" When the Dashboard is first loaded (by a user) the filter does not have a starting value and the reports are not filtered. It is really ugly for my users, as the query it is pulling from has all sorts of information that I don't want my users to see when the page loads. If
Mail Outgoing blocked. Reason :Mail rate exceeded limit
Hi, We send out statements at the end of the month. This cause our email account to be blocked. This is on our debtors@ email account. What can you suggest? Regards, Marnus
Traingin
I think you need to have a better training platform to help people that are using Zoho to understand every feture and how to use it, otherwise we are paying for something that were unsure of how to use?
Verification Codes
No puedo loguearme a la aplicacion debido a que los codigos de verificacion no funcionan estoy usando google authenticator
Mass Email from Zoho CRM "From" display
Is there a way to avoid the "From" name in mass emails sent from Zoho CRM showing in the following formats (actual names/domains I have substituted for privacy)?: Received in Outlook: name=domain.com@mailer2.zohocrm.com; on behalf of; First Last <name@domain.com> Received in Gmail: First Last <name@domain> via mailer2.zohocrm.com These changes are a dead giveaway the recipient is part of a mass mailing, even when sending very small batches. Can I instead use our own mail server to send from ZCRM?
Email disappeared
I noticed that several messages I received in April disappeared from my inbox between April 31 and May 2. Check out what happened, please.
Loading page...
Hello! Several panel pages are loading a lot in displaying the requested information. Is there any problem? thanks and best regards!
5.4.6 Mail rate exceeded limit
Hi! At first many thanks for your great ZOHO. It is amazing. Unfortunately today we can't send emails from palmali@palmali.com.ru due to "5.4.6 Mail rate exceeded limit." Could you please unblock us, because we don't make mass email sending - only few business emails (abt 10 per day, with max 6 recepients in each). Also pls note that link "https://mail.zoho.com/UnblockMe" doesn't work. In order to prevent such problems in future, if it is possible please describe the reason, why this was happened
New user shows up as pending in invitation list!! Please help.
Hi Team, I've created 3 users and 1 of them got created successfully but the 2nd and 3rd (admin@ewayinfosystem.com, info@ewayinfosystem.com), have been placed in the Invitation List and shows up as pending. There is a very quick short red message showing up when I try to create that last user but it disappears too fast to be able to read it. Could you please help me !
Access old version for "send mail as"
I've been trying to access the old version to change the "send mail as" parameter, but that page only gives me a "loading" prompt that never resolves. All other tabs like vacation reply and signature work fine.
Adding two new users under domain is going to invitation list
Hi Support team, After create two new users went to invitation list. I tried them delete and created newly ( samiran.mondal@dalogix.com Business@dalogix.com ) but again email accounts went to invitation list. Please delete them from your end under invitation list and let me know so that I will create under our domain (dalogix.com) again. Please help me on this issue Regards, Venugopal.D venugopal@dalogix.com
How can I see if a workflow is active for a lead or contact?
I've set up workflows and triggers but I can't see any notes on the leads or contacts saying whether the workflow has been activated for them or not. Is there something I am missing? Cheers Rosie
How to recover email passwords and username?
If you want to access your username and password for logging from your email accounts. Please call to us at 844-810-5715
Any Outgoing Email Get By default in admin Email Inbox
Hi, I have no of mail id but when any user send any email then I get it in my admin Email inbox. Please give me solutions hows it possible. Thanks
Does the Zoho report API support the GET action?
I'm trying to GET data from Zoho Reports using the Skuid REST API connector. And I wanted to ask if the Zoho Reports API supports the GET action? I do not see this anywhere in the documentation....I would like to GET data from my Zoho reports database and into my Skuid application....Thanks for any help or advice Skuid APP REST Connection https://docs.skuid.com/latest/en/data/rest/index.html?highlight=rest
Integrattion with Mvayoo sms
Hi, wish to integerate zoho crm with mvayoo to send out sms in India. Can this be done. and how? Regards Sartaj
data transfer from Zoho Books to Tally erp9
I would like to use ZOHO books to make invoice to clients and receive payments accordingly. Also, purchase entry from vendor. How can I easily import these data in CSV/XLS to Tally erp 9 for accounting work by auditor's ? Tally is very useful for au
Creating a list from string
Is it possible with Deluge to create a List:String() from a string like "a,b,c,d", breaking it down into 4 elements "a", "b", "c", "d"? Thanks Oliver
Backup restore
Hi Zoho Projects, Currently we're making a backup of all the projects every 1 or 2 days using your backup service. We download the xml file, store it at our cloud server and begin to wonder: If someday we'll need to use it to restore the projects, how can/should we do it? Because on the "impoprt" page, there's no option to let us use the backup xml file, and till today, I still haven't found a "restore" option. Does this means that once the worst thing happens, we'll have to find a xml reader, extract
Email Delivery Issue
Dear Zoho Team, I have recently migrated our email hosting to Zoho and having delivery issues and really hoping that this is a initial hiccup. The said domain is gayatrirestaurant.com and having issues receiving email from multiple domains. To assist in troubleshooting, i have listed one sample issue and have attached logs. I am sending an email from PHPmailer and able receive emails by recipient of gmail accounts without any issue. However recipients of zoho hosted domain users not receiving those
Zoho Automation : Potentials and Accounts with date field
Hi all, Here is the situation: In Potentials, I have a date field ''CLG - Activation Date''. In Accounts, I have a checkbox ''Active CLG Customer'', a date field ''CLG - Activation Date'' and a date field ''CLG - Deactivation Date''. What I want (I'm guessing I'll need a custom function) : 1) When my account manager creates a new Deal, ''WIN'' and there is a ''CLG - Activation Date'', I want the same named field in Account (CLG - Activation Date) to be updated and the checkbox checked (Active CLG
How can I send rss emails more often?
Hi there I need my rss emails to go out more often than daily as the feed is updated multiple times during the day - at various times. Can this be done? Cheers Rosie
Can I turn some thing on to enable respondent recipts
I don't know if I can
CTI integration for hosted VOIP system in the UK
I'm trialling Zoho and we're 90% happy with what we can do with it. The final 10% depends on whether I can find a way to get it fully integrated with a phone system. We've not yet launched but when we do we'll have a small number (5-10) of homeworkers and I want them to be able to call prospects directly from Zoho (assuming we do go with Zoho) and take advantage of benefits like screen popping for incoming calls. The phone system itself is not decided, so we're pretty open to ideas. It must be a
CTI click to dial through hosted IP
Hi, i really like the like and feel of Zoho but it's important to me to be able to do click to dial from the crm. Is it possible to have CTI with a hosted IP telecom setup? I understand you can use PhoneBridge but only with a physical PBX system which is old news now considering more and more businesses are using Hosted IP any information would be really helpful Thanks Antony
Website Click to Call
Is there any option or code available to embed a click to call form on our website that will call the visitor from our Phonebridge Twilio connection? Bruce Letterle Red Lab Media
Click To Call
Click to call options really need to be improved. Based on my understanding I need to add a 1 in front of every number in our database to get Skype click to call working. I don't really want to do this. Beside it being a hassel to add a 1, if we did do this, numbers will show like this 1234567890 as apposed to this (123) 456-789, not a big deal but still annoying. Two, I don't wanna use Skype. I personally am using Gizmo5 right now and would prefer to stick with them for multiple reasons. I
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