Not able to share app???
When I try and share an app I have created, I keep getting this error message: "To share more users Upgrade your user plan". But I am only trying to share it with one person, which is supposed to be allowed on the free version. What is going on?
Zoho notifications and Email Reminders
Hello! Does the free version have the capability to send a reminder notification in Zoho and a reminder email regarding follow-ups and when tasks are due a few days before the due date? Please let me know as this is an important feature we need for our business. Thanks a lot!
Fields not being Posted by web form
We created a webform using a third party tool (Joomla, RSForms and their Zoho extension). When we submit data on the form through POST most of it comes through just fine but some fields are missing. These fields are entered perfectly into our database but don't get posted to the Zoho lead. For example we have a script that captures the IP address of the submitter. This comes through just fine as a text field. We also have one that captures both their current URL (of the form on the web site) as
Share App
Hello, I have an app that is shared with my client, he can see the app in his Shared Apps area but when he try to open the app he gets the message: You are not authorised to access this view in Zoho Creator. Go to Home How do I fix it. ThanksRodny :)
When I try to access my
Hi there! I don't know what I have done! I'm trying to creat a zoho mail and it fails, the message is the "name alredy taken". When I try to login using my e-mail address "contato@mouraopericia.com" I access my wife's account instead. "cristiane@mourao.adv.br" How can it be solved? Winting for any response Thanks!
Where can I find my bcc email?
Looking for my bcc email to sync my contacts from my email automation tool.
Limit sales person view
Hello, is there anyway to limit a sales persons view to only the accounts that are assigned to him, without using territory manager?
Adding Charge to Reoccur in Subscription Plan
We have set subscription plans for our product, however, we can adds on more ingredients to the product (is a vitamin) and this would add on a fixed price regularly. Can my developer put in the charge onto the subscription plan and make this charge stick regularly? There maybe upto 5-10 charges, and the combinations can differ. 3 other Questions: 1. Can we assign more than 1 plan per person? 2. Can we make a custom price based on the ingredients or products purchased together? 3. Can we charge add-on's
IMAP Login failing
Dear, I've created another user email and: - webmail login is working (user/pwd) - thunderbird login in not working: - all configurations are ok (I have another user configured in the same Thunderbird) - pwd is the same that works in the webmail - Notification = You are yet to enable IMAP for your account. What should I do? Thanks Paulo
Import all the emails my team ever exchanged with our contacts into Zoho
Hey guys, I would like to import all the emails we exchanged with our leads/contacts. Is that possible? We used to use Close.io and we have a record of all the conversations which is very practical. Is there a way to do so? Jon
Over ride Zoho integration so it doesnt change the leads back to original when dups come up?
It seems that whenever ever leads are pushed into Zoho, leads in Zoho are being reverted back to when they came in. So, if it came in as an Unknown for the business name, but the sales person called and received the name and updated it, a short time later, they will go back to lead and it will have been reverted back to Unknown rather than staying as the updated business name they have put in. This seems to happen every time we push leads in from Leadformix to Zoho. I think that these clients go
Campaign Report which not only shows campaign results but also shows leads, opportunities and customers that resulted from the campaign
I have been asked to create a report which gives the information on the campaign such as opens clicks etc, but also reports on the leads, opps and customers created as a result of that campaign using the integration from Zoho Campaigns to Zoho CRM. Is this possible?
Promoting Zoho Support
I have just signed up for Zoho Support as a way to bring all of my inquiries from ZohoCRM, facebook, and twitter to one place. I would like to start promoting it to my contacts. What is the best way for me to do this? (i.e. send out a mass e-mail with the support portal in Zoho Campaigns? put it in my e-mails? )
Is it possible to associate a new unknown contact to an existing account?
I would like to know how to be able to receive an email, adding it directly to an existing account? For example: a collague(Tim from BCorp) from my contact (Tom from BCorp) writes to me and I would like to find it filed under the related account BCorp, taking into consideration the fact that Tim is not yet inserted in the CRM Which steps should I accomplish? Thanks.
Approval in Zoho CRM
Hi Zoho Forum! I noticed that when creating a form that is linked to a custom module in Zoho CRM, the option to "approve" before creating the post isn't available from the form creation tool? Is there a command i can insert to enable this option?
All my incoming Zoho email addresses are being saved as "Contacts" on my Iphone.
Hi all, This is very frustrating, but all my email addresses I receive in Zoho mail are being copied across as "contacts" on my Iphone. How can I stop this from happening ? Thanks
Note Field Sometimes Missing
One of our sales staff has the "Note" field on some of his leads and not on others. When I log in under his credentials I can see the note field on my computer. But you cannot see it on his. Again, this is not every lead, it seems pretty random.
Cannot set up email.
Hi. I am testing the zoho crm software for our company. I am trying to set up email so I can receive email in Zoho. The manual says go here: Setup > Personal Settings > Email Settings > POP3 (Zoho Mail) However, I do have have an "email settings" link under personal settings. I am pulling my hair out trying to figure this out. Ha. Thanks.
No email on free version?
I learned that email integration is not available on the free version. Does this mean there is no way to receive an email in the free version? On the free zoho support app, you provide a zoho email address and I forward all my emails to this address. Is this not available in the free zoho crm? It seems strange to be able to send emails but not receive them. Is that really the way the free version works?
Sharing only free / available times
I want to give customers the ability to see my availability but just for specific days/times. I set the work week to start on Wednesday and end on Thursday, the times from 11 to 4. However, when I share the calendar, it shows the current week as available every day - only when you look at future weeks, does it restrict the open times to Wednesday and Thursday. I'm sure this must be a common request - for example if a person is going to multiple locations - a different day each week, they want to
Safari Support
Hi all, Just noting an issue when using Apple Safari. For some reason you cannot add more than 2 products to a quote, however when I use IE it works fine. In Safari you click the Add Product button and nothing happens.
Webinar: Introduction to the Client Portal
Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing
Task sync problem of activesync with zoho account (lg g3 beat)
Hello, I am trying to sync my tasks with my zoho account. I have added my zoho exchange account to my android LG g3 Beat phone. Calendar and contacts are syncing perfect but when I switch to tasks app, my zoho account doesn't show on account list. When I try to add again, it says this account already added. Does zoho tasks support task syncing through exchange? Tasks are enabled on my user details in zoho account settings by the way. Thanks for your support in advance.
New Features rolled out on Mar.2, 2016
KPI Widget Enhancement: Customizing "Null Value" Display Zoho Reports now provides an option to customize the display of unknown values in your widget. You can now customize both the label as well as the value for displaying null values.
New Features rolled out on Feb.25, 2016
Schedule Emails in your own Time Zone Zoho Reports now offers support to schedule emails in your preferred time zone. Previously only Greenwich Mean Time(GMT) was supported. To schedule an email: Open the report/dashboard and click Email>Email this View. In the Email as: Settings window that opens, you can set your schedule preferences.
Use Multiple Currencies for a product.
Hi all, I received a question from a customer which got me looking around the internet for a solution but couldn't find it anywhere. The customer wants to upload his products with multiple currencies. These currencies are defined on a price list sent to his customers who uploads the price list to their system therefore the price for the defined currency cannot be modified until the customer sends a new price list. One product will contain several prices and for accounting purposes they need to be
Field Permissions
The following link has the feature I want to work with, but the directions don't match my application.... https://www.zoho.com/creator/help/security/fields-and-links-permission.html I can't find any setting about Field Permissions....
Groups and subgroups on inventory
Can you make subgroups of subgroups etc. Example below. Camera being a main with dome being one of several subs as is IP one of several subs of the dome. Then you get to the 3meg, 5meg and 10meg being the acutal items. We sell a lot of product. This comes in handy when you are doing a quote . An assembly is not quite the same because you are always using the same items to build a system. Camera Dome IP 3meg 5meg
my deleted emails remain in inbox with a line through them
I have recently moved my inbox to Zoho but when I delete an email in my inbox (outlook) the email remains in my inbox (outlook) but has a line through it. How can I get it to move to the deleted folder so that my inbox gets smaller?
Client user acces
Hi there, I ve created a client user for a project and I want give him only access to some documents or task, but it seems he has access to another documents which I dont want to show him. How is the structure of client user acces? by task, by documents,etc... ? I know there is 2 categories, internal or external, but I use the internal feature and the client can see documents in my other task, how can configure this issue? Thanks
Delete and Re-Add Bounced Emails
I know that a recent bounced email is valid. How can I delete it from the bounced list and re-add it to my active list? Regards, Jarrod Jones
How do I remove entries from a pick list?
How do I remove entries from a custom field off type pick list in Campaigns? I can do it easily in CRM. There is only Edit and Add new options in Campaigns! Help!!
Contact into groups
Can you group contacts into certain groups? For Marketing/autoresponder/newsletter we send different marketing to different groups with our current CRM. Look forward the answer. We want to have the customer journey under one roof. We are currently using ZOHO CRM
Spam problem with ZOHO mail host
Dear Support team I move my mail host to ZOHO to stop bulk my email , but right now is more bad than before and when i send email to any one going to him spam folder . i check with spam tester and get result of main problem because of SPF setting . Please check screenshot , how can i solve this issue ? Regards
Workflow: "Does not contain" subject line keyword trigger not working
Hi, I have recently created workflows to trigger automated reply using defined response template based on keyword triggers from sender’s emails subject line containing words such as “technical”, “help”, etc. While this workflow works perfectly, I have then noticed 2 automated replies in my test run; (1) auto reply is from the auto acknowledge contact when new ticket is received (see notification rules under Setup), and (2) another auto reply from the workflow’s subject line keyword trigger. I have
Addition treated as concatenation?
I see some very old posts in the forums about this problem, but I can't seem to find a way to solve it. I'm simply trying to add two fields together--a price field and a discount field, both numbers, not strings--in a query table, and Reports is treating it as a concatenation rather than an addition. Is this still a glitch of some kind?
Non Zoho Hosted email accounts?
I am having sync issues with an email account that isn't hosted by Zoho. Has anyone else experienced problems in this arena? It seems that using email hosted by Zoho or other standard email platforms like Gmail, Yahoo, etc are fine, but using my work email (which I can't switch the hosting company) is problematic. I recently joined Zoho (mail and CRM) and configured my work email address. It seems to work fine on my iphone (although it does seem to delay updating the inbox compared to outlook),
How does chat work in the iPad app?
Can't figure out how to use the chat dialog while in a Remote Assist session on the iPad. The user I'm supporting can type into it - how do I?
Get Support plug in - suggestions for improvement
Big picture what I would like to see is: a desktop icon on the remote customer's machine that initiates a remote support session back to me - no session id numbers! This would be a cross of 1) Unattended Access and 2) the existing Get Support desktop plug in. This would keep the remote customer in control of when their desktop is shared, but would remove a lot of the technical bumps with downloading Join.exe. Extra credit if I could brand it with my company name and logo. I'd put it on all of
Cannot Use Global Search
I am new to Zoho Creator. I have the Enterpise level subscription. I created an application and loaded some data. I taught my time how to use the global search to enter a first name, last name, etc and have it pull up a record. Everybody LOVED it, so I uploaded some data. NOW..the global search does not work. My team is having to use the search by field from within the report, which works but it's clunky. I reviewed the help topic for global search. I've used settings to Show Search Box and clicked
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