Password required before opening a folder
Hello Zoho Mail, I was wondering if you guys have thought of putting up an option to lock with password a certain folder in Zoho Mail? For example, I created a folder for all emails that are very sensitive, like very very sensitive for others to see in our organization. I know that this may be very redundant since we already have a password required when logging in and even have authentication or 2nd factor login option. I hope I am making sense. See attached screenshot. Thank you, Jonathan
New Subscription (Billings) on Account (CRM-module)
Hi, We are new users of Zoho One and I am struggling a little bit with a function. When we have acquired a customer we want to create a subscription via the CRM-module. We have setup the 2-way sync between CRM and Billings and it works fine with most
Cannot add pipeline stage, says its already there
I am trying to add a pipeline stage but it says there is already a stage with the same name. I have tried to add this stage before but it never shows up in my list. Any reasons why I can't find this stage that is supposedly in there?
Only one line appears in a multi-line item when imported.
Hi. I need your help with something. There is a CRM contact with a multi-line item of data type. When importing, I want to put multiple lines of data including line breaks into a multi-line item, but only one line of text before the line break will fit.
Sync not updating opportunity stage
I'm syncing opportunities data from Zoho Analytics and making mailing segments based on certain criteria. I made a segment which has criteria that the opportunity stage is 'Renewal, Qualified, Quote Sent, Closed Lost' specifically not 'Closed Won', however
Combine documents into single doc sent to client
Good morning, Currently for our quoting process, we have it setup to build the quote in the CRM, then use the Send for Zoho sign button in the CRM to send out the quote as well as a signing page with ancillary fees. The issue is we'd like to have the
See all posts on the calendar
It would be very helpful to be able to see all the posts, already done and to be done, as well as the ones you have scheduled as draft in the calendar with different colors. And have an annual overview of the post.
Playing videos on a PowerPoint presentation during a webinar meeting
Hi, I have done some research but cannot find an answer. We have created a new PowerPoint presentation that we plan to present on the webinar function in the meeting app on Zoho. But we have encountered a problem with the videos that are embedded into
Lead Stage- and Deal Stage Duration
Dear Community, We have recently created several lead stages and activated the lead stage history. Now we would like to create a chart for our analytics dashboard that shows how many days the leads stay in each lead stage on average. We would also like
Is it possible to customize the resolution tab of Requests
We would like to be able to have pick lists for resolution so that we can easily pull the data for later analysis. Free-text is much harder to aggregate data from. Is this possible, or could it be possible with some small changes?
Open another form as a Pop-Up
Hello, How do i open another form as a Pop-up Dialogue on click of Button which is a custom button in report? Can anyone help me with a code? Thanks
Is it possible to find an unsave note or Working in Process note when browser crushed?
Is there anyway to find an unsave note during browser crushed or when web site changed? I was doing some research work and copied and pasted some imgage to the note. But it seems that when I went to a different web site, the note disappeared. Another
Google Sheets Integration put sheet in folder
I have created a form and linked the responses to Google Sheets. This works. Is there a way to have the linked sheet be placed in a folder und Google Sheets or does it have to be at the top level? Thanks
Understand Customer Purchase Behavior and Boost Sales with Market Basket Analysis
Delivering a personalized purchase experience is the key differentiator for businesses to increase sales and brand loyalty. Market basket analysis, also called affinity or association analysis, is a data mining technique that helps discover significant
API to get the pdf export of an expense report ?
Hi there, I'm trying to code a custom deluge function that automatically upload the pdf of an expense report to a google drive when the report is approved. I already code a similar feature for bills in zoho books using the API. However I did not find
Preserving Lead Progress Post-Conversion in Zoho CRM
Hello fellow Zoho CRM users, I've encountered a challenge with my Zoho CRM setup and could use your insights. After investing considerable time in creating a comprehensive Blueprint to guide leads through the sales funnel, I've hit a snag. My process
Webhooks for WhatsApp/Telegram in SalesIQ
Good day! I have a webhook configured for events 'conversation.created', 'conversation.visitor.replied' and 'conversation.operator.replied'. And I send a few messages as user and as operator via a widget on the site, connected telegram bot and WhatsApp
BUG - Sender name no longer displaying properly
This started a few days ago. See attached. The name part of the From header is not displaying properly any more. It's affecting 90% of the incoming mail but for some reason some of it is displaying fine. In the example attached, it should be displaying "Twitter" in the email list, but sometimes it displays info@twitter.com.
Create Credit Note via Api with a Shipping Charge
Hi, An Invoice has been created with a shipping charge value via the "shipping_charge" property of the Invoice object. On trying to raise a Credit Note to reverse the Invoice value, the Api for Credit Notes https://www.zoho.com/books/api/v3/credit-notes/#create-a-credit-note
connexion à Google drive
Bonjour, je n'arrive pas à me connecter à Google Drive alors que je suis bien toute la procédure ? Je veux pouvoir utiliser Zoho Sheet (version gratuite) et pouvoir modifier et sauvegarder directement sur mon drive, je ne vois que Dropbox mais pas Google
The Add New Module page isn't working in my developer edition of Zoho CRM. The sidebar loads but the main canvas stays white with a loading icon.
Trying to add a new module on the developer edition is broken. The sidebar loads but the main canvas stays white with a loading icon. I've tried yesterday and today on both Firefox and Chrome. Attached is the console log which is showing numerous er
Zoho Form Field rule mapping
my query is i have field in my form that is type of courses & in that two dropdown options are there first is individual training and Group training , If i select group training i want to select the number of peoples, For Example group of 2 peoples 4
Map Job Orders on Google Maps
Hello All, A highly useful feature would be if there were a way to map all of our open job order locations on google maps using pins. We recruit nationwide, and a visual reference of what job orders were local to a candidate when speaking with them would
Recently viewed contacts
In the old interface, there was a "Recently viewed contacts" tab on the left side of the screen. Can I get it back?
notification(send mail) when users delete record
The system notifies adminusers by email when users change or delete data from a report. It need to include the data in email so that adminusers know what data users have changed or deleted. When users make a change, the data is attached, but when delete
I am facing problem in adding my domain to zoho dashboard
Meu domínio é "www.moomteen.com.br" somos uma marca de roupas e vamos ingressa no comercio eletrônico de varejo brasileiro
Zoho Campaigns Not Syncing in Analytics
I am trying to sync Zoho Campaign data to Zoho Analytics and when I hit sync now it just says 'Sync in process' and has been doing so for almost a day now. Can someone help me fix this issue?
Building extensions #7: Create custom widgets for a simplified end-user experience
Discover the benefits of using widgets! We explored the significance of widgets, prerequisites, and the availability of JS SDK methods as part of our previous post. In this post, let's go over a detailed example of using widgets along with certain Zoho
Can not add users to Zoho One
when trying to add a new user the system wouldn't allow me. the domain is our companies main domain that is also used for me as an admin...
Ayundenme con esto por favor
Configuración de MX Los correos electrónicos de su dominio no se entregan a Zoho Mail. Los registros MX de su dominio “munisanjeronimo.gob.pe” no apuntan a Zoho Mail.
" Failed to join session on the server due to failed invalid syntax " on all workstations
Hi Team, When we are trying to launch ZA_Connect.exe we are getting an error " Failed to join session on the server due to failed invalid syntax ". First is that the ZA_Connect.exe is stored on Network folder, so we moved it to the local disk and launch
Has anyone had issues with Zoho one and Wacom tablets?
On our iMacs, safari browser, the left menu on zoho one is very difficult to click with a Wacom tablet. The buttons get constantly dragged rather than pressed. Similar issue in Zoho Connect. Its quite frustrating - has anyone else had this issue and found
541 5.7.1 Mail rejected due to antispam policy
One service I use is trying to send me emails and they keep getting the following error: 541 5.7.1 Mail rejected due to antispam policy Once I add them to my domain allow list it works, but I was hoping I could get a more definitive solution instead of
Problem configuring imap on Apple Mail --can't verify account name or password
I'm new to Zoho mail and am not able to configure it on Apple Mail. I have created an app-specific password and am using these settings, but get a message saying unable to verify account name or password. Any help would be much appreciated! Thanks! Peter
Power of Automation :: Create recurring Projects using Schedule Function.
Hello Everyone, Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Today, I would
Custom Function > Get the right Modified By
Hello, We have a custom function to automatically rename a potential when we save it. The problem is that for all potential, the modified by field is field with "xxx" because xxx is the person who have written the function. And therefore, we do not know
@zoho.com email-account --> @zohomail.eu
Hi, Since many years I have the @zoho.com email-account. When I created it, @zoho.com was the only option, the @zohomail.eu didn't exist. Because I'm from Belgium (Europe) I would prefer having a @zohomail.eu email-address. I tried to create the @zohomail.eu,
Marking ePHI, preventing export of sensitive information - here's how orgs can use DataPrep for HIPAA compliance
We're thrilled to unveil enhanced HIPAA compliance features within Zoho DataPrep, designed to bolster the protection and handling of ePHI (Electronic Protected Health Information). HIPAA as most of you know, refers to Health Insurance Portability and
Pre-1900 dates
I've built a form that has a date field. People should be able to select any date in it, however, they can not choose any dates before 1900. How can I enable that?
Error in filed criteria, not accepting more than 25 values
Hi Team, I m having difficulty in creating a report, when I m trying to give more than 25 values in any field it gives error as not more than 25 values are allowed. Earlier it was not like this, we used to give more than 25 values for pulling any report.
Next Page