Import all our CV's from Gmail
Hi, we have +10,000 CV's in Google mail business account (Google Workspace). How can I transfer all CV's from the mail account and parse them into ZOHO recruit ? Thank you in advance Ervin
Why the survey restart when respondents click on button to go to the next page or even when hitting submit button
Many respondents report that they had to do the survey all over again several times when hitting the button to go to the next page or to submit the asnwers why did this happen and how can I fix this?
how to run filter for existing emails in zoho mail
i have created a filter in zoho mail to automatically move all the incoming email of the specific sender to specific folder. But i want to know how i can run this filer for the existing email which are already in inbox from that particular sender ? because
Email as an attachment
I tried several times to forward a single mail from the conversation as an attachment , but when i check the sent mails , many mails in one attachment are forwarded despite of selecting one . pls help me with this
Cannot highlight text in Canvas view
Hi Zoho， Today, our team cannot copy text from Canvas view field. Please help me with the reason. If it is a upgrade. It's unreasonable , please route back the setup for us.
Edit the previous mails
Hello Can i edit the previous sent mails ? if so , they will be considered as a new ?
Can't create a ticket reply via API
Hi I've been checking this: https://desk.zoho.com/support/APIDocument.do#Threads#Threads_SendEmailReply Trying to figure out how to send a reply to a ticket, but I get a 500 Error whenever I try it: { "errorCode": "INTERNAL_SERVER_ERROR", "message": "An
Subforms and Multi-Select Lookup Fields
Hello everyone! In your experience, what is the best way get the data from a subform (only 1 column) and put it in a multi-select lookup field? Thank you!
Featurecast Story 11 - Embeddable chat link
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 11 - Embeddable chat link What are the benefits of using a chat link? The chat link feature lets customers click on an auto-generated chat link (also called the reference link) and use
CRM and Forms integration, using lookup fields on subforms
Hello! Here we go! On Zoho CRM I have 2 modules: Trailers and Forms. My trailers are identified with a field called "Trailer Number". The Forms module has 2 subforms, both connected to Zoho forms, where: 1st, my customers can drop up to 4 rows of contact
Sort X-axis in web chart
Hi, I want to sort the categories that are in my X-axis for my web chart in a custom manner. That is, that I can self decide where the words are assigned to in the web-chart. Can someone tell me how to do so? Kind regards,
Reorder Task Lists
In the old version of Projects there was a feature called Reorder Task Lists that lets one change the order in which Task Lists are displayed in the project. The new version does not seem to support that feature any more or it was moved somewhere not
Can Zoho Sales IQ be linked to Bigin or Zoho Books?
I have seen you can link it to Zoho CRM but not to Bigin, it also seems like you can link to contacts on Zoho CRM, campaigns or Desk but not to Books. I am missing something or is this feature missing?
Option Fill-in Fields not working?
I have a contract that has a number of optional text fields, but when I got to complete the draft I get an error saying the fields need to be completed. These are fields that I want the client to complete, not me. How do I achieve that?
Expanding on Data Storytelling in ZAnalytics with an Executive Summary (with text based description and numbers)
Is it possible to create a template of some kind for use in a slide associated with data storytelling that will automatically capture and insert some key numbers (where XXX are shown) from a financial report like a Balance Sheet or an Income Statemen
Create Report from multiple databases
I have read through the Forums and it looks like the ability to create reports from multiple database was on the roadmap a year ago. Has there been any progress towards this end? I have 2 large (# of tables/relationships) Creator databases that are downloaded
Mail Attachment
Good day everyone. How i can send one email from the conversation as an attachment ? kindly help me with this
Selected Bulk Email Inbox
In my inbox display, how can I bulk delete all emails except current day?
Does Zoho provide API to retrieved existing bookings by date range
I can't find any API to get existings appointments in API Guide https://www.zoho.com/bookings/help/api/v1/generate-accesstoken.html Can we use any API to retrieve all booked appointments in particular date range? for example all appointments in next
Events created or edited in Apple Calendar to zoho cal over ical become blank
We have had this issue across multiple users and instances. Apple Calendar on ios and macOS sees all zoho calendar events but the majority of edits or new events made to Zoho Calendar using apple apps cause all data except date/time to be lost. Events
Email forwarding to email parser in CRM having issues
So there is quite a few things happening with this one. I do have a SMMA which brings me clients through FB Marketing. When the client is intrested in a consultation I receive a email with the same template which includes client details etc. The email
Ability to build Zoho CRM blueprint transition journey report
There must be some option in crm to build a analytic reporting based on the blueprint transition time. Like as a manager or head of the department i want to know how much time my sales representative is taking in moving the deal from one transition (hot
Meu email zoho envia mais não recebe
Meu dominio falcaoseg.com.br esta apontado para o zoho, e os MX 10,20,50 estão verificados, e não consigo receber email mas envio normalmente, me ajudem por favor.
Customize ticket questions
Hi, I wondering if that possible to customize the question in a ticket? I mean besides the standard questions like contact name, account name, etc. Thank you in advance.
Zoho CRM Community Digest - Nov 2023
November brings a unique charm, especially when it comes to the delightful flavors of root foods that seem to hit the spot during this month. Shifting gears, our CRM Forum was abuzz with engaging discussions and noteworthy announcements throughout the
Taxes
Bonjour, Je voudrai ajouter le montant des taxes aux dépenses mais je ne trouve pas où se trouve le champ. Pourriez-vous m'aider svp ?
bilingual job posting
Hi, Can somebody help me with this? we need adding a second rich text box into Job opening layout. This is for having a rich text field , one for French job description and a second for english job description. Also, is it possible to remove fixed fields from the text box Thanks
Help in structuring a process
Hello, I would like some guidance about how to set up and track a relationship-building process on Zoho CRM. Here's an example: - I have three relationship stages: Meet, Connect, Invite. - Each of those has different values to that can be attributed to
Provision to customise fields on bulk expense interface is removed
Provision to customise fields on bulk expense interface is removed. As a result of which we are not able to add notes for the expenses wherever needed
Broken Bank feeds
How come when i try to look at the broken bank feeds topic i was following I get the following: Insufficient Privileges. The same thing happens when i search any other topics on this subject. Anyone else experiencing the same?
Consolidated recap of all Zoho Sign webinars from 2023
Hello, We wanted to offer you a quick consolidated recap of all the webinars conducted for Zoho Sign this year. Therefore, we're putting together a list that includes links to our webinar recordings and slide decks for easier access and reference. Digital
PHPMailer authentication error
Hello, I'm setting up PHP Mailer to send emails from my website's form, but I'm receiving an authentication error. I also tried creating an APP password for this account, but still not working. The username /password are the same used to login into my
Filtering Postcode/Zip Code by "does not start with"
Hi Devs, A simple request, please. When filtering by postcode/zip code in Zoho CRM Company Module, I can filter by "starts with," but I can't filter by "does not start with". How to difficult would it be for you to add filtering by "does not start with"
Adding a support/mantainance contract to a customer
Hello, I'm using Zoho CRM, and I want to add to a customer a maintanance yearly agreement, for a specific product he has. e.g. customer x has product a and product b I want to add a maintanance yearly agreement for product a. and another one (whose expiration date is different) for product b. How this can be done ? thanks, Willy.
Mass update more than 100 records
Is there a way to mass update more than 100 records at a time? I have 2000 contacts I need to update.
i can't send email - Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
i'm waiting almost 2 days and i still can't send emails although i'm using premium plan https://help.zoho.com/portal/en/ticket/4017061543820 I can't send emails. My account was locked with no reason. Please help me ASAP. https://mail.zoho.eu/UnblockMe
Auto-Number generation based upon value from a Pick-List option
Hi everyone, I am hoping someone a little smarter than I can assist. My company is moving to Zoho and so far it is great! We have renamed the "Accounts" module to "Organisations." There are two types of organisations - Prospects and Customers. This is selected/defined from a Pick-List form. I am trying to achieve that every customer is assigned a unique "Customer Account Number" based on an Auto-Number field. If i put the field in the layout, it generates every organisation a number. Is there way
Datawarehouse schema design for Zoho Reporting
Hi, Was trying to create star schema in Zoho Database and create dashboards on it. My Question is : 1)Do we have index option for faster data retrieval? 2)Any way we can create complex(more than one column) keys-Primary key?. Thnks
Announcing shift reminders for temp workforces
We’re excited to announce the newly enhanced shift reminders, the latest Workerly feature to help manage your temporary workforce! Shift reminders help agents send notification to temps regarding their upcoming shifts and the associated job. This promotes
Multiple Emails Solution for one domain name (How to create 3 more & then how to access those unique emails)
Hi, I have to admit that the wording on this issue is very confusing on the site. If I have a free account, with a main email connected to it, and it is connected to My domain name (hosting elsewhere), as in person@cool.com THEN, 1st = can I ALSO use
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