Comments about Zoho CRM after one year of use
Our organization has been using Zoho CRM for about a year now. We took our time up front to develop the user screens, establish best practices and customize the implementation to fit our work practices. When we were researching CRM providers we also considered Salesforce.com, Highrise, and Landslide for SaaS solutions as well as Goldmine and Microsoft CRM for non-hosted solutions.. We felt that Zoho CRM was by far the best value solution for our needs. Here are some of my observations about our experience
Why is my account disabled?
I'm a new customer to Zoho and so far I've had a bad experience! I signed up using my own domain and want to set up email. If I click 'access Zoho email' from top right of window when logged in, I see big yellow triangle and account not active text. If I try to login to https://www.zoho.com/mail/login.html I see 'account disabled' warning. WHY? I've emailed Support and had no reply. I've tweeted @zohocares and I posted in another topic in this forum 2 days ago. Can someone help? I just want to set
Customizing templates
Hi everyone! I'm facing this issue, I'm not sure how to resolve it yet. Can you help me please? I'm automating the lead onboarding process, so I created a template to welcome new leads and included a button "Book your appointment" It should take the customer
Multiple email addresses in Accounts Module
Is there a way when using a template and/or the send email button to send the email to a secondary email address in the Account record? You can do that in Contacts Module but the option does not seem to be there in the Accounts Module.
rclone no longer working with free account
hello, thanks i can no longer create a rclone remote with a free account. did something change on zoho side. "DEBUG : zoho: config out: out=&{State:workspace" looks like zoho always returns account type as `workspace`, instead of other types as "", "team"
What Are the Step-by-Step Solutions to Fix QuickBooks Error 1603?
What are the step-by-step solutions to fix QuickBooks Error 1603? This error is causing installation issues with QuickBooks on my system. I've tried a few fixes but nothing seems to work. Could you provide detailed troubleshooting steps?
Drive holiday sales with email marketing
Did you know that email marketing contributes to 30% of annual retail sales during the holiday season? Join us for an exclusive webinar where our product experts will discuss how to drive holiday sales using email marketing. What you'll learn: Why email
Can I make a client portal so that they can upload/download documents?
Hello Experts I would like my clients to access a portal using some kind of authentification (their email address?) so basically access to their own secure client/customer portal and let them securely upload documents in a folder related to them. so my
Read Headers / Auth in Zoho Flow Webhook
I have a webhook trigger in my Zoho Flow app and would like to add an additional layer of security by adding some sort of auth ensuring that only authorized application is calling my webhook. I understand that there is the `zapikey` GET param, which is
POP Email integration - Outlook emails showing as read
We have switched to a CRM with Zoho and completed the POP integration so that all of our emails are being saved into the CRM. The challenge is now, all of our emails are coming in as read into Outlook. I understand IMAP is the recommended solution but
Screenshots to show how to access this function described in these instructions
I read the instructions for customising the Home tab (I have super admin rights): https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-home-tabs/articles/customize-home-tab#Classic_View I don't understand how to get to the option described
Client Script: how to check if a field is visible and the value is "not set"?
In my client script code, I want to find out 1) if a picklist field (called field1) is visible, and 2) if visible, the value of field1 is "not set" (-None- option in the picklist dropdown) Which functions do I use? For #1, is there a method like "getVisibility()"
updateRecord isn't working
Hello - I am attempting to pull a project ID from Books and write it into a field in CRM. Please help me figure out why it isn't working - I believe I have everything correct. Thanks! Here's the code snippet: //Get Books Proj ID and write to AFR Project
Module "Candidatures" dans Zoho Recruit - Une nouvelle approche pour structurer vos candidatures
Nous sommes ravis de vous présenter le module Candidatures, une nouvelle fonctionnalité qui transforme la façon dont vous gérez les candidatures. Ce module offre une approche simplifiée et efficace du suivi et du traitement des candidats tout au long
Can't create segments/lists based on Account field values in MA 2.0
Hello, I recently discovered that for some reason you can't create a segment/list that shows all contacts, based on certain criteria from the Account module. For example: In CRM there is a multi-select field in the Account module to manage subjects of
Export Emails
I want to export all the emails from customers so I can study their messages and study our company’s past responses to them. How do I export the actual messages?
How to Display Formula Result as Currency?
I have been searching this topic for an hour now. The best I can find are posts from more than 2 years ago with no solutions. Is this still not possible? The formula field does not allow for a format option. The report does not allow for a format option. My formula is based on a currency field with basic addition, multiplication and division. Why would the result not maintain the currency format? From the (outdated) Help section (https://www.zoho.com/creator/help/fields/configuring-a-formula-field.html)...
Marking of Leads from which Deals were created
Hi, Is it possible to track or tag leads for which deals were/or were not created? I have some leads for which it is important to control whether deals were created or not. They are generated from a specific source. So, it's easy to display a list of
Card Scanner not syncing
Hi, I just installed the Card Scanner app for Android. It works well enough for me but the contacts are not syncing with my contacts in Zoho CRM. Is there something I need to do, I couldn't find a "Sync" button in the app? Thanks Ivo Spigel
Cliq status to update for subscribed calendars
Hi team, We are starting to migrate from Teams to Cliq, and have subscribed to our Outlook calendars so we can see all meetings in Cliq and Outlook in the Cliq calendar tab. Is it possible for Cliq statuses to change if there is an appointment in a subscribed
Account not Active For any support or queries, kindly contact support@zohomail.com
HI! I am trying to sign up to Zoho Mail which is not working. All I can see is the following error message, " Please help me. Account not Active For any support or queries, kindly contact support@zohomail.com"
How do we get the tags that are attached to a record with Deluge?
I am writing scripts and need to get all the tags associated with a Contact record (or Account, or Lead). I know how to get all tags associated with the whole module, how to add and delete tags on a record but I can't find an example of how to target
renew option for mail subscription (on demand renew)
Why in the year 2022, is there no option to "RENEW NOW"?? I don't get it zoho, if you want my money, GIVE ME the option to pay you!! WHY IS THERE NO OPTION TO RENEW the subscription a week early, or on MY TERMS?! My consulting firm (which uses zoho mail)
how do i add update ticke class
how do you add or update ticket clases in zoho backstage with add on. There is no ad on in zohoo one subscription. I am currently limited to four ticket clasess and need to add one more ticket class to Backstage.
How do you move a sub-item in a sprint between stories or up a level?
In sprint planning we create sub-items. 1) I have created a few sub-items under a story I later decided should be split. 2) I also accidently created a sub-item of a sub-item and wanted to move it up a level (but not to the story level). How do I move
Treat Submit a Ticket Form's Description Field Like a Dynamic Search for Related Articles?
Does anyone know if this is possible? If someone skips the KB and goes straight to the Submit a Ticket form, we would like to include a widget on the side that displays a list of related articles based on the words being typed into the Description field.
WebClipper Extension
Sort a Multi-Select Lookup Field
I have a multi-select lookup field coming from one app to another. Currently that lookup data is being sorted on the printed report based on the added time of the form that's being brought in. Problem: I'm ideally trying to sort the lookup data by a field
How to give developer Access on Zoho One
We have a few projects for which we are looking to hire outside developers. how do we grant access to an app like flow?
Announcing new features in Trident for Windows (v1.14.5.0)
Hello Community, Trident for Windows is here with new features to elevate your workplace productivity. Let's take a quick look at what's new. Add and edit contacts Previously, you could view all of your personal and organizational contacts in Trident.
Getting notifications for a specific folder-Android
Hi, this, https://help.zoho.com/portal/en/community/topic/mobile-notifications-for-specific-folder?utm_source=pocket_saves no longer seems pertinent since there does not seem to be a Folder based notifications option any more. I need to get push notifications
Not Receiving Notication in Whatsapp
Hi everyone, I am currently setting up my leads module and I want to receive an email and whatsapp notification whenever I receive a new lead. I am getting only an email notification but not whatsapp. I have already integration my company whatsapp, and
Can I close a call "Silently" so it doesn't send a close email?
Hi ZohoDesk, Is there any way of closing a call silently so it doesn't send an email. Scenarios where this may be required. An Account Manager logs a call for a client which is a discussion internally. They want something to be actioned for the client.
Conditional formating entire row ?
2 quick questions. Question 1. Is it possible to have a conditional from a single cell change the entire row ? Let's say for example if the column total hours is greater then 40 to have the entire row change color and not just that cell ? If not is it
Building Extensions #12: Creating widgets with the JS SDK bundle in Zoho Desk - Config Params
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. In our previous post, we used Event APIs, along with the Data API and Request API, to create an extension that
Is it possible to send a auto email when a ticket is created?
Is it possible to send a auto email when a ticket is created? containing their ticket number
Group related values into categories in CRM analytics for easier analysis
Greetings from Enterprise Support! I am sure you can relate that analyzing large datasets can be tricky when dealing with scattered data points, making it hard to find useful insights. To solve this, we’re introducing options for creating categories within
Left padding integer with spaces
Hi, I have a table that contains integers. I need to left pad the integers with blanks and a length of 5 characters. E.g. Table contains following integers (data type is integer). CustKey (column) 1 2 3 In SQL, I used the LPAD function - LPAD(CustKey, 5, ' '). However, this does not add the spaces in front. It just returns the integers in the same way as the original table. However, if I used LPAD(CustKey, 5, '0') then the query correctly returns: 00001 00002 00003 However, I want the spaces - not
How To Stop This Zoho Vault Email Spam???
I am suddenly receiving emails from Zoho Vault that I absolutely do not want or use. This suddenly started recently out of the blue and never happened before. How can I turn this email off? I do not use Zoho Vault and have never used it. This is what
Grouping rows in Pivot table
Hi, I have created a pivot table with months and total sales for 4 years month on month. I want to group the rows to make it year on year and see the sales number. The option is not seen but it is not highlighted hence I cannot group it. Kindly help.
Next Page