Resource Utilization - alignment problem?
Hi all, I don't understand if this is a problem of mine or not, but the Resource Utilization page looks misaligned. That is evident when you click on the user in the first column, to open her/his tasks. Please give a look to the attached screenshot: at the right of the "Travelport" task there is nothing, the corresponding row is aligned with the following row, "Test con Mirko Canella". And so on. This misalignment brings confusion, is this something you can correct easily thru CSS? Or maybe is something
How to insert combo box in Worksheet ??????
How to insert combo box in Worksheet ?????? Anyone have idea about it Please, tell me it's argent
Get all the invoices from a definite date
Is there any API to get all the invoices between xyz date to abc date. Like if I want to get all the invoices from 1st Jan 2017 onwards till now. Can I do this using any of the existing Zoho book APIs?
Mail format after migration is incorrect
After migrating the mails over from Gsuite to Zoho, the migrated mails do not appear in a correct format in MS Outlook (Mac). All subject titles become '<no subject>' and the mail content shows the code as well as the message.
incoming mail disable
many users of my organization have disabled the incoming email and the system does not leave to enable them my account is @kolorscg.co
Adjust height of Line chart
How do I adjust the height of a line chart? It is taking up my whole screen.
How to properly sync Gmail and Zoho so all changes are reflected in both clients?
I've had no problem receiving forwarded emails from my Zoho domain in my Gmail client, and I can reply to messages in Gmail with my Zoho domain name. However, when I delete or move an email to a folder,in either client, the changes aren't reflected in the other. For example: I delete a message in Gmail, but it's not delted in Zoho. (or) I send an email to a folder in Gmail but it isn't reflected in Zoho. I've made sure to check each folder and option in both clients to no avail. Please help!!!
How to remove buttons on search layout page
On the search layout page I need to remove access to buttons
Create Contact+Account using API
Question 1: --------------- When using the API to create a new "Contact", how do we handle the Account part? Will an account entity automatically be created by CRM if we fill out the Account Name field for the "Contact"? or do we need to create the Account by calling API before we create the Contact? We have noticed that when promoting a Lead to a contact (in CRM) then the Account gets created automatically... wonder if this is the same when we use the Create Contact API ? Alternatively would it
Download apps created with zoho.
HI, I'd created 3 applications using zoho creator. I want my wife to download one of these apps to her iphone, without having to use the zoho creator app, as it gives her access to the other apps, which is not the point. Can you please tell me how to do it? Thank you.
I send emails to my gmail but they dont show on Zoho Crm or Zoho mail, whats wrong?
I have my imap configured on zoho and gmail but i'm not receiveing the emails.
Is there a way to add a color chooser?
I really need to add a color chooser option on zoho creator is this possible? k2thex
Multiple thank you notes
Hello, there is an option to create multiple thank you notes in Zoho Invoice, but I don't see where I can select which note is being sent. When I mark the payment of an invoice as paid, I only have an option to send out the 'standard' thank you note. I want to send out different thank you notes based on the service provided. Is this possible? If yes, how? If no, why the option of having multiple thank you notes?
Forwarded message
hello, When I forward a message to email that I chose as a Mail Forwarding or sending new mail to it, the forwarding mail not send back???
Segment tag
Hello, I have a my contacts setup in a way similar to the following - Finance - - Banks - Credit Unions Artisans - - Carpenters - Masons - Welders This allows me to either select a segment to send to or an entire group when sending an email. I would however, like to confirm to users the segments to which they belong in an email and give them the option to update their profile. e.g. Hello John, You are currently a member of SEGMENT in group $[ML:LISTNAME]$. ----- I see how to include the
Email merge from contact list
This is my first try at sending an email. I have pasted the code for first name into the email, however when I move to the next stage where it says 'Recipient Personalized' it shows No. Am I making a mistake here?
Chat Box not showing up in 2 Wordpress sites + differentiating visitor tracking
I read the other forum articles on this topic and can't find a solution. I have two websites and two separate embeds and I am using the "float" code snippet on both sites...at least I think so. Both sites track visitors but neither site has a chat box. I am stumped on this one. Related question - since I have 2 different sites, how can I tell the difference between visitors when I am tracking them. How can I tell which website they are on. Right now they look pretty much the same even though
ServiceDesk Plus Region
Are there plans to incorporate the ServiceDesk organizational details into Zoho Reports? We have our organization mapped out the regional level and it would be nice to produce rankings and drill down reports by region. Craig Rice
Troubles with configurating Mails after domain verification and MX records configuration
Hi, I have tried to contact by phone several times this morning with no answer. This morning we had verified our domain and configured the MX records correctly. The problem began when configurating the old mail accounts we were no able to asign a domain based mail account as the defaut accont of the users (instead the @zoho.com mails) Please we need somebody to contact us very badly. We are having serius issues with the emails. Regards
New user
Hi I've recently changed my website name, and am trying to create a new email to match in Zoho - I've linked the domain, and now when I try to 'add user' so I can create the new email address it keeps saying 'user already exists for this org' and I've upgraded to 2 users and still that doesn't work - any ideas? Thanks :)
Enable subtasks in tasklist templates
I'm building a tasklist template for onboarding new hires. I would like to specify 5 onboarding phases as tasks, each task with subtasks to complete the phase.
Writing a book using Zoho Writer
I am trying to write a book(novel) using Zoho writer, do anyone has a template's for a book?
I cannot receive an E-mail from a customer
A customer sent me more than 260 tickets in zoho support, and since March 1st, I cannot receive e-mail to my zohosupport adress. Do you know if we have a black list somewhere? regards
não consigo criar email contato@solvicontabilidade
boa tarde, não estou conseguindo criar email contato@solvicontabilidade.com.br aparece como invitação :/
Confirmation [Broken Link in different Browsers]
Hey, i have this recent problem: The Confirmation mail has a Confirmation Button, which guides you to a landing page. The Landing Page is online, the Button should work and the embedded link is the right one, but I get a error 404 on some Browsers. Why?
Downloadable document.
Hello is there a way to add a downloadable documents to Zoho Desk? I have a need to add FAQs, KBs, and Guides to our Support Center. For better user experience I want for my customers to be able to download guides that I want to add to my Support Center. The guides would come in a form of a user guide, installation guide, and similar docs. Thank you.
Is there a way to import a word based KB?
Before using Zoho desk I created a number of KBs in word with steps, bullets, text boxes, and images. Is there a way for me to import a word KB into Zoho Desk? Copying word KBs to Zoho Desk is a very frustrating process. Also the amount of time it takes to create a KB in word is quick, when trying to do the same in Zoho desk it take a lot more time to create KB. Thank you.
Not receiving mails from other accounts
Hi Team, I am unable to recive mail from any of the mail ID's, but I can send the mail. Please resolve ASAP My problem Email ID is boneventusadmin@boneventus.in Regards, Yogeesh me@yogeesh.in
Zoho folder will be deleted - help
Please the attachment. I am hoping someone can help. Something has gone wrong with my zoho docs folder on my win 10 laptop. I am happy to delete the local copy and sync from scratch but I am worried about the line the dialog box "Creating a new Zoho folder will remove the existing contents from your zoho account". I rarely save anything to my zoho docs folder on my laptop so I don't mind losing the information on my laptop, but I don't want to lose all the information in the cloud that has been stored
Differences in CSV data from manual export and API export
Hello. When I export from a report in CSV format, I get data from lookups and subforms as desired. But when I try to get the same report via API, I get IDs for lookup fields and for subforms (i.e., if my subform has 3 lines, I get 3 IDs). Is there a way to configure this in order to get the same result aI get from the manual export? Thanks in advance.
Cannot delete or edit inventory template..
I'm trying to re-edit a quote 'inventory template' and the edit buttone is greyed out, when i hover over it, i get a pop up that says 'Sorry, You cannot edit of deletethis template as it has been deployed through the plug in' i have no idea what the 'plug in' refers too and need to be able to edit this, can anyone tell me how to do this? ive had no issues editing this prior to today.
The underlying connection was closed: Unexpected error in a send
Hi I am trying to use Zoho Migration Wizard but i always receive the following message... Error: The underlying connection was closed: Unexpected error in a send The log is that... 16/3/2017 15:53:45|****************Log Started On 16/3/2017 15:53:45 -03:00************* 16/3/2017 15:53:45|OS Name :: Windows XP 16/3/2017 15:53:45|OS SP :: Microsoft Windows NT 5.1.2600 Service Pack 3 16/3/2017 15:53:45|IAM SERVER ::: accounts.zoho.com 16/3/2017 15:53:45|MAIL SERVER ::: zmail.zoho.com 16/3/2017 15:53:45|CALENDAR_URL
mass update contact to assign contacts to a Campaign group(s)
I would love to have the ability to mass select a group of contacts and use the mass update option to add them to a specific campaign. I am not sure why this simple(?) action cant be done. Worse, the displayed results from campaigns - add existing contacts does not show the account name nor does it allow you to see other fields. can either of these be implemented?
How to use own webform for leads?
Hi Guys, I already have a nice looking form (i bought from codecanyon) and I want to use it, to import the data into zoho crm (like it´s possible with vtiger). How to realize? Nothing against you and the ready to use forms, but they doesnt look like i want them to look, and they dont have the features (multipage, etc). thanks for reply
Is there any way to assign where an outbound email is filed?
I have modified my modules, and cannot seem to find a way to choose where my outbound emails from Outlook are being filed. They are all coming in under the wrong module & transferring contacts between modules is proving to be a problem for Zoho CRM. Any help would be greatly appreciated.
cancellation
Hello, I thought I would try Zoho recruit, after being advised of the wrong CRM last time and I have found the Recruit software to be quite confusing. Could I please cofirm that no monies will be taken after the 15 day trial period please? It just isnt the one for us. Thanks
When replying and closing a ticket, two emails are sent.
Hello, We have the Professional Edition. When we reply to a ticket and "Send and Close", two separate emails are sent out. One notifying the User of the ticket closure and one containing the reply to the User. We would like to have those two emails combined into one email so that the body of the email contains the reply as well as the notification of the ticket closure. How would we go about achieving this? Thank you. Keith B
Whitelisted emails going into spam
Greetings, This past month I'm suddenly getting emails incorrectly filtered into my Spam folder. These are from addresses which previously and unfailingly delivered into my Inbox, and which are also Zoho email accounts. The emails are also present in my whitelisted email addresses. Please advise, thank you. Regards, Eli
DKIM Problem
I just bought a new domain from Zoho, which is hnnpos.com. I followed the steps to verify DKIM. If I go to Control Panel, Email Authentication, then DKIM, I will see that it says "verified." But when I click on Domains in Control Panel, the exclamation mark is still showing under DKIM, and on the Dashboard keeps asking me to configure DKIM to match with Zoho. I emailed Zoho's support, but still no respond for 3 days now. Please help!
Breaking loops
Hi Zoho and everyone, how can I create loops based on variables? for example: Date = zoho.currentdate(); End_Date = zoho.currentdate().addYear(1); for Date<End_Date { ........ Date =Date.addMonth(1); } ? Thanks! Ravid
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