Announcing New Features in Trident for macOS (v.1.3.0)
Hello Community, Trident for macOS has quite a few new features that will enhance your communication and productivity. Let's take a quick look at them. Creating and editing email filters You can now create and edit custom email filters in Trident to automatically
How does the paid version work
I would like to sign up for the basic version of Zoho (Paid). I am a new business and would like to know how many invoices and receipts I can generate in a month. Thank you
Community Digest Marzo 2024 - Todas las novedades en Zoho Community en Español: ecommerce, tips, ¡y trainning!
Español Zoho Community - Digest Marzo 2024 ¡Qué rápido ha pasado marzo! Un mes más, ¡gracias a todos los miembros de Zoho en Español por vuestra colaboración! Nos ha encantado ver cómo usuarios de Zoho han brindado respuestas a otros integrantes del foro
Clean up suggested recipients
I had a colleague who left my organization several years ago. However, when I send email to a specific group of recipients in Zoho mail, app or website, his old email address is suggested in the "add?" list. This prevents me from clicking "add all" for
Contacts - Company see the TAB for products
Hi Is there way to see the products tab in the contacts - company. I would like to see all the products that I have for a company or contact and I see it is missing that option in the app bigin for example in the company information I would like to have
Zoho Mail app update - Android
Hello Everyone! In the most recent Android version of the Zoho Mail mobile app(v2.6.6), we have included support for the below mentioned functionalities: 1. RTL functionality within the email compose screen. 2. An option to fetch search results from all
Remove Due Date Time
I'm trying to remove the time on the due dates. Is this possible? We don't need it to be an exact time. We have people getting labeled "late" for marking something complete at 8 pm instead of 5 pm. We don't care about time. Just needs to be done that
Emails associated with Deals are not appearing in the Account Email section
We are using Zoho CRM for our sales process. When we associate an email with a particular deal, we want to be able to see in the accounts page all emails associated with that account. Deals and Contacts are associated with an account, so we want to have
Silent Mode?
It would be nice to have a "silent mode" for project managers that would mute notifications to users when initially setting up a project or making many changes all at once. Is this possible?
ZOHO is SLOW - excruciatingly slow 28 Mar 2024
Hello. I am busy trialing Zoho and completely blown out the water by what you offer. I am implementing it for 3 clients and a 4th in conversation but have now started worrying that I have made the wrong decision because it is insanely slow. To the point
CRM Hack #15: How to check for duplicates for contacts that are not converted from leads #15
Hello Everyone ! The leads module in Zoho CRM helps aggregate all the unqualified leads which is then qualified and converted to contacts by your sales team. However, the chances of running into a highly qualified lead upfront cannot be ruled out. Such situations prompt you to skip the lead creation process and create contacts directly. Taking the traditional route of qualifying a leads to contacts does have its own advantages. For instance, leveraging the deduplication option to eliminate duplicates
Payoneer Sync
I can see that Zoho fixed Payoneer feed. Now the transactions are fetched successfully (it only took you a year, wow). However, there is one significant fault: deposit transactions are fetched as withdrawals and vice versa. Now, having fetched 30 lines of transactions I have to MANUALLY remove them. And then enter them the good old way that is - manually. Zoho, is there at least one thing you do the right way and not backasswards? Just curious.
Resource Does not exist error while importing invoices
Hi I have been importing invoices every month. But this month, it shows the error "Resource does not exist" Can anyone assist asap?
How to find out Leap year using Deluge Script
We need to find out the given year is Leap year or not in some calculations. any one Suggest ways to find leap year via script or any functions in the Deluge Platform. Thanks & Regards Thisai Moorthy.
Add graphics to invoice template
Hi Im using the normal template of invoice that exist already in the Books, I would like to add small graphic that I made in PNG or JPG format and paste it is some place on the invoice. I have few graphics that I want to paste depending the customer.
Can you trigger a workflow from another workflow?
I have a workflow that updates the Status field to "Picked-Up" for a Product when a condition is met for the related Potential record. I then have another workflow that is triggered when Product Status = "Picked-Up" and sends an email. However this email
Basic API Help
I've been learning Creator/Deluge for a few years. I don't have any other development experience, so I might just be in over my head right now, but...I think I've made a very basic API call from Creator to the music database Discogs.com. I can select
Update Quote Stage after an email is sent from Quote Module
After reading multiple posts over the last 10 years that say this cannot be done, I'm not sure if this has been addressed yet? But I figured I'd add how I am achieving this. Workflow created for Module 'Emails (subject starts with 'QUOTE-' or whatever
Signup Form Spam Email Subscription Attack
Hello, Recently, hundreds of spam e-mail addresses have been subscribed in the signup form on our website several times a week. These are collectively unused email addresses from different countries. Is there any way to prevent these spam email subscription
How format field to remove special characters, and space?
Hi, in phone field creation, i want ignore spacial caracters and space. For example, if input is 22 99933-2334 it wll format to 22999332334 I also, would like to add +55 in beginning, so it will be formated to +5522999332334 Last thing is, if phone typed,
Purchase orders in Bigin?
Hi there Is it possible to generate purchase orders in Bigin? We have a simple pipeline to model for a small wholesale company but we can't seem to find a way to generate an automatic purchase order number. Ideally this is something that's done with it
Ticket creation notification only when ticket is created by a customer
I want to prevent a notification from being sent to a ticket recipient (customer) when the ticket is created by an agent, and only send them when a customer creates a new ticket via email or help center. How can I best create this as a rule? Would it
API Integration for Auth: How do I create a connect to the rest api from a server to sync data
Hi, I want to be able to sync data with our backend systems to and from Zoho CRM using the REST APIs. I've had a look through the auth options and they all seem to revolve around creating a client in the API console area, with self-client seeming to be
Kaizen#75 - Frequently Asked Questions on Client Script
Welcome to another week of Kaizen! In this post, let us discuss some of the frequently asked questions in Client Script. 1. Where can you see the list of ZDKs supported by Client Script? The Zoho Development Kit (ZDK) library comprises a rich set of Client
Location Issues
Hello, I'm transferring over from Evernote and love everything so far. My only issue right now is that the location information didn't transfer over from Evernote. Is there anyway to add that manually myself? If not its definitely something I'd love to
Unable to upload videos to LinkedIn or Instagram via Zoho Social
Hi there, I am unable to upload videos to LinkedIn or Instagram via Zoho Social. It keeps saying that it is unsupported. This is really affecting our business as we try to send out lots of videos. Can someone please help me fix this ASAP? Thanks,
How to put a dashboard offline?
Hi, I have a dashboard which is shared to several people within the organisation. I need to make some significant changes to the dashboard. What is the easiest way to make the dashboard offline during development of new features and put them live again
"Multilevel" lookup
Hi, I'm dealing with the following scenario: -I have a form to manage customer registry, containing fields like name, surname, telephone, email, etc. -Another form is used to manage contracts. Here, I input contract data and reference the customer using
Sync online Microsoft Outlook calendar
Hi, Is there any way to sync an online Microsoft Outlook calendar? I've seen old screenshots of the sync configuration panel and there was an option to sync Microsoft Outlook calendar, the same way as Google Calendar. I don't use Microsoft Outlook on
Best way to populate JSON query in Deluge - exemple of JSON STRING MAP to create contract with api
Hi every one just want to share about process with you.. I just want to share my code to build JSON string in DELUGE. As the api is not as complete as javascript.. we need to have tricks.. For myself i have 1rst try to use the combination of Map(); and
Changes in X API support for Zoho Social
Hi everyone, The platform X has recently announced that they will be discontinuing some of the API supported features in the newer API version. In effect of this, there are a few features that will be discontinued from Social: Choosing a thumbnail image
Emails not delivered due to Mailbox Delivery restricted by policy error
I am not receiving any emails and my domain server (cloudflare) is giving me the following error from zoho "upstream (smtpin.zoho.com.) temporary error: Unknown error: transient error (452): Mailbox delivery restricted by policy error" Could you please
POP retrieval unreliable this morning
Using Tbird to get email. I have it seet to check every 5 min for new mail. It's worked fine for a couple years. This morning something has changed... it has only once successfully retrieved any mail. All other times it responds with no new messages even
Unable to add attachments to zoho mail
Hello I am getting an error message when trying to attach file to zoho mail. Can this be rectified as a matter of urgency please
Email receiving after 2 -3 hrs
I am receiving emails after 2-3hrs. from yesterday this issue is occurring.
MAIL ATTACHEMENT ISSUE
MAIL ATTACHEMENT ISSUE
Viewing multiple Inboxes from web client
Just wondering if it's possible to view all of my email addresses I have setup without having to log in and out for each
Add a "bill up to" functionality to recurring invoices.
We use recurring invoices to automatically generate 500 invoices when everyone's time has been entered for a specific period. The time is not fully collected for approximately. It would be helpful to have a "bill up to" function that lets you create the
Getting Some Support when things are URGENT
Do any other user have issues getting support? We have had an issue for over a week now, we have had emails and links sent sending instructions on how to rectify the situation. But we have been unable to solve the situation ourselves. I have called and
Domain zohomail.eu on blocklist
Hello, I experienced a problem when I send mail to ...@orange.fr or...@wanadoo.fr I received an error message : Diagnostic-Code: 5.1.0 rE25r0bAkxKMP Emetteur blockà ©. Invalid Sender. Your domain has been blacklisted by Abusix (https://lookup.abusix.com)
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