Zia Vision enhancements in CRM
Hello folks, Zia intelligently validates the image fields of a record based on training images you've provided, which helps reduce the amount of time users spend manually validating images. We've now made some enhancements to this feature, with the major
Unable to send mail using smtp c#
Below is my code: using (MailMessage mm = new MailMessage("support@xyz.com", "xxx@gmail.com")) { mm.Subject = "test"; mm.Body = "test"; mm.IsBodyHtml = true; SmtpClient smtp = new SmtpClient(); smtp.Host = "smtp.zoho.com"; smtp.EnableSsl = true; smtp.Port
【開催報告】Zoho CRM を業務のWorkdeskとして使おう！ ユーザー交流会 大阪 2023 vol.2
皆さま、こんにちは。コミュニティチームの中野です。 Zoho コミュニティでは、12/7（木）にオフライン形式にて「ユーザー交流会 大阪 2023 vol.2」を開催しました。本投稿では、その様子をお届けします。事例セッションのみ当日の登壇資料をこちらに共有いたしますので、ご参加できなかった皆さまもご確認ください。 （Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします） 本イベントでは、ビープラスシステムズの石井様がZoho CRM を仕事机（Workdesk）として活用し、業務の効率化を実現した事例を紹介しました。
Timing on Success Message
Is there a way to edit the length the success message stays up after a user submits the form? It disappears in about 3 seconds. please let me know if there is a solution for this.
Are Google Voice calls logged in CRM?
Are Google Voice calls logged in CRM?
Leading Zeros for UPC/EAN Codes?
Why are leading zeroes deleted for UPC and EAN codes? EAN-13 type is literally a UPC with an extra leading '0' - why not just change the data type from Integer to Text or something similar that will support the data as required? I did connect with support
2023 rundown: 40 key features in 40 minutes
2023 brought with it a range of game-changing trends in data and analytics—encompassing transformative capabilities in generative AI, advanced visualization, automated data preparation, and more. Heading into next year, our team at Zoho Analytics remains
Zoho Books Series of Transactions tab was completely changed and no post or update was annoucing it
This is very strange, why no updates are posted when changes like these are made? Several upgrades were done but not a single news, I had to access the tab to see the changes and that now new things can be done.
Zoho Billing: The all-new end-to-end billing solution for SMEs
We introduced Zoho Subscriptions in 2014 when a significant number of industries like SaaS and entertainment were embracing the subscription model. Zoho Subscriptions helped businesses manage their recurring billing, handle customers' subscriptions, and
Creating a data entry table form
Hi I was wondering if Zoho Creator allows to create tables for data entry instead of just single line and multi line in the form builder. For example the highlighted cells below represents the cells to be entered. Regards
Zoho Creator - [Free Webinar] Creator Tech Connect - Release Update Series - Part 3 - 2023
Hello Everyone, We are constantly working towards the platform features to optimise the user experience and to increase the value of the product. As always, our utmost precedence has always been on educating and keeping the users informed about newly
Automatically assign "Account" to custom module record's related list item field
I have a custom module that contains records that have been added/updated via import. (SkyVia) When the records are added or updated i'd like the Assigned account to be updated on the record. Right now this is manually assigned by staff. We are using a linking module as well. Accounts module is the parent Keys module contains the records that are added / updated The relationship is one account to many keys. Which may remain with the account for life or occasionaly be reassigned on update to another
Featurecast Story 10 - Block abusive customers
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 10 - Block abusive customers How do you handle abusive customers? Abusive customers can be a nightmare for business owners and customer-facing staff. They can be loud, disruptive, threatening,
Manage and Automate Taxes Effortlessly with Zoho Books' Advanced Tax Features
Hello users! We're excited to highlight some of the most beneficial features in our Tax Settings page. Whether you're a long-time user or just getting started, these features are here to enhance your Zoho Books experience. Note: The features in this post
Bigin's enhancements in December 2023
Dear Bigin users, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin, each of which we'll go over in more detail. IMAP integration enhancement We are excited to announce an enhancement to our IMAP integration
Integreat 05: Integrating Zoho Creator with Zoho Cliq
Hi everyone, This month, we'll look at how to integrate your Zoho Creator application with Zoho Cliq. This is one of the most popular Zoho integrations that our customers use. What is Zoho Cliq? Cliq is a workplace chat application that's part of the Zoho product suite. Integrating with Zoho Cliq You can use this integration to automate processes like posting comments in chat channels or BOT channels. 1. Post a comment in a chat channel in Cliq, directly from Zoho Creator Once you integrate your
my mail account is not syncing.
my mail account is not syncing. I have a laptop, office Mac Studio and iPhone. My mails are no longer syncing in apple mail. Deleted mail automatically undelete themselves only webmail seems to work fine this is very annoying what can I do to fix th
Multiple CRM contacts mapping to a single account in Books
Hi, I'm looking for some advice re mapping CRM to Books. I initially started using Books, but have now added CRM after subscribing to Zoho One, so I initially set things up based around Books. This is now not working how I need it. For background, I'm
GrassHopper VOIP Integration
Does Zoho Plan to integrate with Grasshopper to allow the Telephony hookup in Zoho Desk? If not, Can this be passed along for consideration
Zoho Desk custom functions to merge tickets.
We have a situation where we want to create tickets for alerts received from another PSA. The tickets are currently creating fine, but the replies received to that ticket is not getting merged. We tried using custom function "Auto Merge Tickets with identical
Ticket Status - Color code
Has it been discussed to have a color code system for ticket status, or is there a view that is already built in that I may be over looking? I know like it Zoho Projects with the statues we can color code them which makes it easier to look at over all status and it could be very helpful when i am looking at a view with all open tickets to have them color coded by status in a listing view. I have included a mock up to visualize what I am talking about. Just curious if this has been requested before
カスタム関数：Zoho CRMの商談にサブフォーム（商品）を登録し見積書を作成する
// 商談の情報の取得 resp = zoho.crm.getRecordById("Deals",pID); subinfo = ifnull(resp.get("field5"),""); // 事前準備 項目名の確認 info resp; pdList = list(); // サブフォームの商品情報を見積書用に転記 for each rec in subinfo { mp = Map(); mp.put("product",{"name":rec.get("prname").get("name"),"id":rec.get("prname").get("id")});
Can't Find Price Books
Hi there, I'm currently configuring Zoho One for our CRM needs and I've encountered a challenge related to pricing structures. Our business model requires utilizing different pricing for various account categories, specifically for Dealers and Integrators.
Deluge Help - Lookup Fields
Hi There, I am trying to get the text value of the lookup field Destination and put it into the text field of Destination_Analytics but cannot seem to grab the destination lookup field text value. rec = zoho.crm.getRecordById("Leads", recid); des = rec.get("Destination").Name;
Zoho Campaignsの復活につきまして
Zoho Campaignsにて登録解除済みになっているアカウントを復活させたいのですが どのようにしたら復活できますでしょうか。
i was working on WorkDrive and now its not working
i was working on WorkDrive and all of the sudden it stopped working. may be the subscription expired. but i always used to think, it comes with my other Zoho subscription like Books. how can i get my access back. i have few important file on WorkDrive.
Sending document for Zoho Sign through CRM
Hi, when I click to send in Zoho CRM for Zoho Sign it says - Please enable the ZohoSign Documents, ZohoSign Recipients and ZohoSign Document Events modules and then send documents and then return to make use of Zoho Sign. I can't work out how to do this?
Change membership
Bugün bir İçerik Oluşturucu üyeliği oluşturdum ancak ihtiyacım olan üyelik site üyeliği. Planımı değiştirmeme yardım eder misin lütfen?
How can I add a field or pipeline stage definition in CRM?
I am looking to add field and pipeline stage definitions in Zoho CRM but can't seem to find a way to do this. Any system I have worked with before has had an option to add these little tidbits of information, shown by hovering over the information symbol
Automatically Add Bounced Addresses to Suppression List
A previous transactional email provider (Mailjet) automatically added hard-bounced email addresses to the suppression list. I would suggest that this would be a good feature for ZeptoMail to adopt. As an ecommerce company (a fairly typical use case),
Sending Invoices to Vendors
Hi team, using Zoho One. In the Invoices system, I can see that 'contacts' load into the 'invoices' system. So I can send an invoice to a 'contact'. However I can't seem to load 'vendors'. Is this normal or I am missing something? I am trying to send
Block on outgoing email due to suspicious activity.
I added new email address to my account but now I am getting this error. Please help by unlocking my accounts. Sorry , we are unable to process your request, please contact support@zohomail.com
Change Label Name with script
Hello everyone, Is there a way to change the Label Name with script?? I would like to have the option to change the language of the application, so I was thinking if this could be done? Besides that, is there a way to know the user that is Sign In? Because I could automate the language function if the principal question were responded. Thank you very much for your help and sorry for my grammar English errors.
How to Hide Or Show Submit Button But NOT Disable the Alert Button
I'm sure this has been posted before, but I found a follow up way to hide or show specific buttons and KEEP the Alert Button Working Fine. (this is based on the info I found on the below website so thanks for the user who added this) All this does is adjust the CSS or Style of parts of your form. In this case the Buttons. The website it worth looking at as my idea just builds on this: https://infitarit.com/2019/03/28/how-to-disable-or-hide-submit-or-reset-button-in-zoho-creator-form/ As an extension
Zoho Forms: "Save Progress" or "Continue Later" ability
So I've created a rather long form that could take some time to fill out. Is there a way the user can save their progress and come back to their work later? I know it's possible for Zoho Survey (https://help.zoho.com/portal/en/community/topic/can-zoho-save-progress-and-continue-later) but couldn't find a way to make it work for my form. Does anyone know whether or not it is possible? Thank you!
Base currency
How to change the Base currency
Role/User locked accounts/sales person name?
Scenario, I have multiple cashiers, and in the end of the day I want to be able to calculate how much does each cashier have in their own specific own Petty Cash Account and they should be locked to that account only. Is it possible to lock and assign
Ticket Attachment
Hey, In the Ticket form Layout, Is there an way to have multiple attachment fields. Let's say 2 different options one for images another for videos or documents.
SEND MAIL: ERROR CODE 550
I have a problem since 2 days: i can not send email from ZOHO. Please help me, it is very very important. This is the error i get: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one
Automation of posting of invoices
Hello Community, This is my first project on Zoho to establish financial statements for a company, I recorded the sales directly in manual journal and I recorded the expenses in Purchases==>Expenses. Then I checked the report if it is auto posted and
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