ZOHO Marketing Automation Leads issues
Hi Guys, from some hours ago I've this problem on MA Leads Any suggestions? thanks W.
Zoho Mail - Unattached Licenses
Let's say I have 30 valid licenses for Zoho Mail and 20 active users. Couple of my users are running out of the provisioned 10 GB of storage. Is there a way to transfer storage from the remaining unattached 10 licenses to the users that are running out
How to password protect a Zoho Writer document?
How to password protect a Zoho Writer document? I know the account itself is protected by Zoho Single Signon. But there might be a number of colloborators and as a second level at the document stage is there a way to lock access to it to ensure there is no pilferage or sabotage. ---- Deepak Vasudevan http://thamizhththendral.blogspot.com/
Is it possible to create a View for Deals that shows the deals seperated by Stage
Hi everyone,
I recently started a trial of Zoho CRM Plus and am exploring its capabilities in comparison to Monday CRM. While I find Monday CRM to have a simpler, more user-friendly layout, Zoho CRM Plus offers many features that are essential for my
"Are you an Agent?" - Can't remove this?
On the page for Zoho desk signin linked to our website, their is a link in the right panel that provides the ability for - a new user to sign up - a user to say they forgot their password - an Agent login How do I remove the "Are you an Agent? - Login
Zoho Mail
Hi, Have been trying to log on to zoho mail to no success with error below Please assist on resolving issue
Shipping address for credit card payments
Why is there nowhere to enter a shipipng address on a customer payment? I see that you can enter a shipping address on the portal... but that is not associated to a specific payment or invoice. This seems like something that should be standard and also
Hiding old CRM Contacts in Desk
I have an issue with contacts in Desk. We sync contacts from CRM with DESK and we have old contacts, eg staff members that have left businesses. The issue is when adding a ticket (most of our tickets are raised over the phone), staff sometimes pick
Partially Invoiced Sales Orders Showing Full Amount In "Sales Order Details" Reports
Hi there, When creating a "sales order details" report to show all outstanding figures to be invoiced the report shows the full amount of partially invoiced sales not just the outstanding amount. This obviously creates inaccurate figures to report on and is time consuming to go through to remove already invoiced amounts. Is there currently an easy fix to rectify this that I don't know or does this need to be introduced to Zoho Books? Renee
Enhancing Zia's Churn Prediction with descriptive reasoning and usage data
Dear all, We're excited to announce a couple of major enhancements to the Zia Churn Prediction feature: descriptive reasoning and the inclusion of data usage. Before we discuss the improvements, here's a quick recap of what Zia Churn Prediction is all
How to remove the "Send Email" button from any crm module when the record is awaiting approval?
I need to remove the Send Email Button from any custom or standard module Moderation Update: There are two different feature requests discussed in the post. 1) Hide 'Send Mail' button when the user's Profile permission for sending emails is disabled.
Deselect (empty) a lookup field
in On Edit / On Success of Form A I can manipulate a field (lookup/single-select) in Form B like this: rec = formB [ID == 12345]; rec.lookupfield = "option 1" ... as long as 'option 1' is a valid selection in this field. But how do I empty the field (it is not a required field)? These 3 do not work: rec.lookupfield = null; rec.lookupfield = ""; rec.lookupfield = "-Select-"; Any suggestions?
Getting customer_custom_fields when getting a creditnote (they are available for invoices)
we are working on a Zoho Books integration. When getting a single invoice via the API under https://www.zohoapis.com/books/v3/invoices/:invoiceId, the response includes custom fields added to the customer under the key "customer_custom_fields". However,
Error when trying to get crm record
Usinf the CRM API, I'm trying to pull a record from our CRM by getRecordById, but I'm getting the following error: No 'Access-Control-Allow-Origin' header is present on the requested resource. Origin 'https://www.w3schools.com' is therefore not allowed access. The full code can be found here: https://www.w3schools.com/code/tryit.asp?filename=FDFWZRMENMHV Appreciate your help with this.
I can send emails but I'm not receiving any
This started a couple of days ago please help!
A USER CANNOT ACCESS MAIL DUE TO PROBLEMS WITH MFA
The user changed her mobile device and then she tries to access OneAuth, but the app asks for confirmation via MFA by sending it to the device she no longer own.
Account Block Information Your account has been blocked due to security reasons. Block Type: Mail Outgoing blocked.
Hi Support Team, I got received an email inform that my info@stpetersburgurbanadventures.com marked as spamer, i guess that yesterday i have sent email with large size of Outgoing emails in a single day. Can you help me to Unblock Outgoing for me ? Thank
Change Campaign Member Status Options
We have the Eventbrite extension linked to our Zoho CRM account, and the data from this shows up in the the Campaigns Module. Each contact in these Eventbrite campaigns is automatically listed as 'Attending' in the Campaign Member Status. I would like
Zoho mail initial set up
How to set up zoho mail initially for beginners?
unable to send message, reason 553, relaying disallowed, invalid domain
as i read at precious messages many has the same issue. i indeed renew my domain subscription. can you please help me and let me know what should i do? thx
3/8（金）開催 ユーザー交流会 東京 / 2024年度のコミュニティイベントのご案内
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 3/8（金）18:00より今年最初のユーザー交流会を開催いたします。 ＊定員に達しましたので受付を終了いたします。 次回の東京開催は6/14に開催いたしますので、今回登録が間に合わなかった方はぜひ次回ご検討ください。 ▼ 前回のユーザー交流会の様子はこちら▼ 3月の開催回では、Zoho CRM / Zoho Analytics 活用事例や、Zoho Champion の3名によるパネルディスカッション、参加者同士でサービス運用について共有しあうグループワークを実施します。
Is it possible to add items to recurring invoices?
I have a couple of clients who pay me recurring invoices every year. However, in some years I do extra services for them. Is it possible to add these extra services to a recurring invoice before it's sent or is there a better way to do this? The reason
Font keeps changing in emails
Is there a way to set a permanent default font in emails (specifically email signatures)? We spent hours setting them all up (templates, email sigs etc) and they seem to randomly send in different fonts. Usually Times New Roman, we set everything up in
Campaigns importing tags from CRM
If I import a contact from CRM (I have this set up automatically), and I have the client Tagged in CRM, how do I get it to automatically apply that Tag in Campaigns so that it is automatically launched? Thanks!
creating Variants for a product
I am trying to create teh same functionality as zoho inventory has to create item groups. As and when the options are added to a attribute and seperated by a comma a new list of products is added to the table below. How to achieve this functionality in
Splitting Data in a Reports Table
Hi, I am working with a phone log which is provided to us automatically by a third party. The Date field for the phone log includes the date and also the time stamp of when a call was initiated. I would like to analyse trends relating to the time when calls are made. However this is difficult to do as both values are in the same cell. What I would like to do is configure Zoho Reports to split the data or copy part of the data into a new column. I have successfully copied the data in the Date column
Tip #5- What are the steps to schedule sessions in Zoho Assist?- 'Insider Insights'
Hey there, Zoho Assist Community! We're excited to bring you another informative tip this week. If you didn't catch our previous post about joining a session, you can revisit it here. In this edition, we'll be guiding technicians through the process of
Permissions based on fields data
Hello, I don't think it's possible to set up permissions and/or share rules based on records' fields values. Is this something being considered to implement? Regards, Moderation Update: The condition-based Data Sharing Rules is available. Announcement
Phone number in create appointment endpoint
We are using Zoho bookings integration, and we want to kadd a validation for the phone number, to ensure it is a valid one. There is no documentation about what is considered a valid phone number in https://www.zoho.com/bookings/help/api/v1/book-appointment.html
Changing a customer currency which is different to company base currency
I am trying to change the currency for a customer which is different to our company base currency. When I attempt to select the drop-down in the customer profile when editing, this is greyed out and I am unable to select anything else. Kindly advise as
Zoho Bookings Android App Does Not Access Zoho CRM Contact or Lead List
As a building contractor, the only appointments booked on line by my potential clients are the first appointments in a long series of steps required by my design and sale pipeline and processes. I use the Bookings "services" to define each step of the
WorkDrive True Sync
I have WorkDrive TrueSync on my windows PC. It shows 930GB total storage and 67.GB available. I have 16 users, each with 100GB of data. Question 1) Is this 930 shared between all users? Question 2) If so, why would Workdrive only be showing 960 instead
キャンペーンの「実際の費用」項目を計算して埋めるクライアントスクリプト
キャンペーンの費用対効果分析を簡略化することを考えています。現在は集計用の関数項目を作成し、その項目を見ながら実際の費用を手打ちしていて、地味に手間となっています。 そこで、第一歩として、出展費用（API名：Exhibition_Fee）とレンタル費用（API名：Rental_Fee）と輸送費（API名：Transportation_Fee）を入力した際に、実際の費用（API名：Actual_Cost）を自動計算して埋めるクライアントスクリプトが書ければと考えています。まずは下記のページを参照に、後述のクライアントスクリプトを書いてみましたが、残念ながら機能しない状態です。
Emojis in HTML Snippet
I am not able to add emojis in the HTML Snippet. Everytime I add one, all the code disappears. Is there a special way to add them?
Move task using API?
Hi, I'm looking to move tasks between boards using API, is this possible or do I have to recreate it in the new board and delete from the old one?
Sites Authorization
I was trying to get my site up and running and picked the wrong domain and it is still sitting there in the "verify" mode. It may be related but ever since then I am not getting triggered emails from my Zoho Tables autmations.
Error with Function in Recruit {"code":"4834","message":"Invalid Ticket Id"}
Trying to create a workflow in Recruit where a function updates the Candidates status. But I keep getting this error {"code":"4834","message":"Invalid Ticket Id"} Code is below cId = 52130900000xxxxxx; response = invokeurl [ url :"https://recruit.zoho.com/recruit/v2/Candidates/"
How do I track back and forth conversations on a Zoho Desk ticket in Zoho Desk itself
As the title says. Here is the situation I am having difficulty understanding 1. Customer submits a ticket, their email is customer@gmail.com 2. We reply from Zoho Desk where our email is support@ourcompany.com 3. Customer recieves that response in their
Zoho Forms not linking to Portal
I have a Portals page/module set up with a link to a Form. However the CRM Search bar in the form is blanked out and doesn't search or even allow typing into it. The form is set to Public.
Can't figure out Zoho Calendar API for Attach file
I am a developer but still can not get a successful response back from the attach file api. Can someone please help me out here by providing a curl command, postman link, or some other example? Thanks in advance
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