How to create a Category
This page https://www.zoho.com/support/help/setting-up-community-forum.html says to create a category you start here: Go to Setup in Zoho Support >> Community. But I don't see the Category option under Setup. Is it inside one of the buttons in Setup? I looked through all of them with no luck. Thank you!
Cannot login, error message: exceed maximum auth tokens
Are you stocks on my iPad and iPhone. I have not been able to access it in a couple of weeks. I went into my account and deleted some of the tokens but I still cannot access my account. Help!
Deleting Records before import
When importing data from a CSV/Excel file inside of a Report (using the little gear icon), is it possible to write a script that removes all records from the database prior to importing? Each time we import data this way, we want to completely empty the existing data set automatically and replace it with the data we're importing. Any help would be greatly appreciated! Thanks
bad-mailbox Daignostic-Code smtp;550 5.1.1
We are having this happen to emails that we are sending out now. Just started. We haven't changed anything. Please help
Zoho Service Communication (ZSC) Key not working
As you will notice there is no way to get my Key as there is no button to activate .. please help
Workflow trigger through field update
Hi Team, I have requirement for a 7 step time based workflow automation. I have a created a first workflow set with steps 1 - 5. In the 5th step I automatically update a field. I have created a second workflow set to handle steps 6 & 7 using the Edit action of the field automatically updated in the previous workflow as the trigger for the second workflow. The second workflow is not being triggered. If I MANUALLY go and edit the Lead record with the same field edit the second workflow does get triggered
Report Scheduler for matrix reports not sending correct format through emails
Report Scheduler set for Matrix Reports is sending out report emails but in the email attachment, all lead ids are provided row-wise Instead the matrix report should come as - is in the email. The scheduler was working fine for 2 months, but suddenly it has stopped sending summary in the email report, instead individual lead id's. Support team is still working on same but without any conclusions yet
Linking a service to multiple services in a Quote
Hi, Does anyone know if there is a way to link a service to multiple services or products when creating a quote. For example, when you add Service A to a quote it will automatically add the sub services 1, 2, 3 Or add Service B to a quote it will automatically add the sub services 5, 6, 7 Its would be like having a Price book with a number of products and service within it, but you can't add a price book to a quote.
Mail filters not working consistently
Greetings, I am making use of the mail filtering facility to sort incoming mail into specific subfolders. I find that the filtering criteria sometimes work automatically, and sometimes they don't. Sender (equals and begins with) works perfectly. Mail is automatically moved into specified subfolders. To (equals) is ignored. These mails end up in the default input mail folder. Then, when i manually issue a Run through filters requests in the Personalize Mail/Filters settings tab the filter is applied
Does Zoho integrate with any quoting software? We are considering purchasing Quote Werks does Zoho integrate with that CRM?
Does Zoho integrate with any quoting software? We are considering purchasing Quote Werks does Zoho integrate with that CRM?
Zoho CRM Email Tab
I used to have a Emails tab in my professional CRM version but its not showing anymore. Dont know whats wrong.
How to add DKIM signature to my emails ?
I created the dns entries of my domain following instructions from the link https://www.zoho.com/campaigns/help/setup-spf-dkim.html Below however I can not use DKIM in my field when sending emails to gmail me I have this message Gmail could not verifify that gustavofsantos.com.br sent this message (and not a spammer) What i need do? I try step by step guide https://www.zoho.com/mail/help/adminconsole/dkim-configuration.html but that does not list my domains how you can see in this image
ZOHO API
Hi guys, I am currently creating a Chrome Extension for our Recruitment Agency. I have 2 questions. If we use the API, can we: 1. Can we use the Extension to create new Candidate / Contact Notes in ZOHO? Sending the Note data to ZOHO to create a new note on the record, for example. 2. Can we display existing Candidate / Contact Notes in the browser extension? Thanks!
Managing independent contractors
A number of our placements are with clients that need contracted consultants for a specific period of time or project. Payment is by the hour or project. As facilitator we take a percentage. Payment between the parties is through our payment gateway. Does Zoho Recruit have the wherewithal to manage this process? If not, is there a solution within the Zoho suite or could someone recommend another platform?
Free period
I am just looking for an ongoing free crm / recruiting software for the time being that I can upgrade when I'm ready, it looks as though this is only free for 15 days, is this correct?
Delete Candidate
Delete button has stopped working. Please advise! Cache cleared. Still not working.
Salary Range - how do we amend?
Hi, when creating a Job Opening, it appears that we can no longer 'add' a salary range in when creating the job. Can you please confirm how we add in new salary ranges?
Career Website
Buenas tardes, Tengo un problema con el career website de registro de usuarios en dispositivos iphone. Las personas al ingresar desde un iphone no se pueden registrar pero en android si es compatible. Alguna solución?
No emails received
I do not appear to have received any emails other than from other zoho users. my address is russell.tovey@phillipsbutterworth.co.uk. I am receiving emails from other Phillips Butterworth email addresses however have not received a single email all day. I have sent a test email from my hotmail address which has also failed to arrive. Please advise. Thanks Russ
List of candidates with mass submission option missing
When I work with a job opening and I used to click on assigned candidates, the list with candidates and the quick review appeared. There was a tool for mass submission of candidates. Where did it go? Now there is no list. Now when I click on assigned candidates the quick review without list appears. It is unusable. Was it update (to worse) or is it another bug?
BCC Email Feature for Recruit?
Where is the BCC email address I can use for my own email to automatically include in Zoho Recruit? I have this for the CRM, where is it here?
Dice
do you integrate with DICE
Associated Candidates.
When I click a Job opening. On the top right it says associated candidates(#), but it used to show how many were active and non-active. I can't figure out how to get it back.
Publishing a Job to Careerbuilder (?'s)
I have a few questions about publishing a job opening on CareerBuilder from Zoho Recruit. I'll try my best to get my questions across. 1. I had a free account and what I was doing was extracting resumes from careerbuilder to place nicely organized in zoho recruit, well my question is now that I have a paid license, I want to take advantage of publishing a job opening to careerbuilder and have the applications sync with zoho automattically, So If I publish one of my job openings (which is the same
Number of candidates associated gone?
Below is what I used to see. Now I only see the 2nd picture. How do I get it back?
Resume's
When a candidate applies for a job via our careers portal and using our application form, if they have attached their resume will it be automatically parsed and the detail appended to the candidate file. Or does that have to be done manually?
Attachment Category
I changed the name of the attachment field called 'Resume' in the Candidates module to 'CV'. This has caused a problem because when I look to assign the Attachment Category in my email template, CV isn't available. I guess there is some mapping going on and Resume needs to exist. Therefore, I tried to rename CV back to Resume. System says Resume already exists and won't let me,Tried to create a new custom field - same problem. Now stuck in a loop that I can't resolve and need some help please.
Confirmation of Application Received Needed
We have had multiple concerns from clients that all their information was erased when they submitted their application or inquiry. It would be so helpful for the clients to get a confirmation somehow that their information was submitted/received.
Failed to upload file via zoho recruit api
We are trying with api as you describe in this link. https://www.zoho.com/recruit/api-new/api-methods/uploadFileMethod.html#Request_URL we are trying to upload a file to candidate record. Our programming language is PHP. We are geeting this error: 4424Unable to process your request. Please verify whether you have provided proper file Can you please provide us any code example to upload file via api Please help us asap, Thanks
How send email to >1 candidate without having to create a email template every time?
Is it possible to send an email to select candidates (>1) to update on the situation? For example I want to inform 6 candidates I will get feedback from client tomorrow. How can I do this without having to create a eamil template for this very message? I don't want to send 6 individual emails, but rather 1 email to each candidate with the update message.
Add Client logo to existing Client
Hello, When I add a new Client I can see the option to add a logo, but not when I'm editing an existing Client with no logo. Could you please advise how this can be rectified?
Roles Permission
Hello Team, Please help us to understand. How can we set permission to the New Roles. ? We created new role and wanted to set permission to guest or admin. Please help. Thanks.
Lookup
Can a Look Up field view more than one field? For example, if a Look Up field is to select a Device Code field from the Devices table . But the Code field is meaningless. I would like to view multiple fields from the Device list, say a friendly "Name" field and perhaps a "Room" field when we select a device, we want to store only the Code field in the Look Up field. Hopefully that makes sense?
Functions does not work at Linked View from another Application PLEASE HELP!
Dear All Please help me About this issue. This is first view from Orginal APP lets say App name APP A Here all Functions work as you see "Sevkiyat Planla" "Boyahane Planla" ------------------------------------------------------------------------- This is lets Say APP B and here you can see Talepleri is Linked to APP A (lookup). After Click This as expected view from APP A opens. ----------------------------------------------------------------------- We are still in APP B here and we have view from
Monitoring the use of the service of Zoho mail for my domain.
How can I monitor and see how many messages my users are sending and receiving in a specific time period ?
Where are "Archive Folders"?
I can not find " Archive Folders" at the top of the folder tree. Where do eMail messages go when I hit the "Archive" button?
Spamming Issue
Hello Team, Domain : www.techtry.com We are receiving emails in our spam folder from the id: scanner@techtry.com Problem: 1) We have never created any such email id 2) We are receiving too many spamming emails in our inbox Attached is the screenshot of the email received & second attachment is the "Show Original Sender" -- Hemant S
KPI will not update
KPIs have been set with the rules that are changed in the CRM. I want to use this feature, but it is not updating. eg. A certain dealer list status I want counted is not updating. If there are 10 marked, it still shows 0 in the KPI. Please advise.
anti spam whitelist hacked?
Today I found that 35 email addresses had been added to my anti-spam email whitelist. These were all sources of spam. They were not added by me, so how could this happen? I haven't shared my password with anyone. I have removed them from the whitelist and changed my account password.
Configuring SMTP for Rails Application
Hi, I have no-reply@addtoarray.com account on zoho. I would like to use smtp for the rails application. I cannot able to send mails from the application. The following is configuration ActionMailer::Base.smtp_settings = { :address => "smtp.zoho.com", :port => 587, :domain => "addtoarray.com", :user_name => "no-reply@addtoarray.com", :password => "7kbfc7ensvpr", :authentication => "plain", :enable_starttls_auto =>
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