What is the reputation of Zoho Email System when sending emails
I want to know what is the reputation of Zoho Marketing Automation when sending emails. I have read that only 10% to 15% of the emails sent out get delivered. I understand that if Email Relay is not utilized then Zoho's reputation is pretty bad. I validate
Cannot change data type from multi line text to plain text
Hey team, I have a column of data that has values which are no longer than 12 characters in length. There are no blanks. But I cannot change the data type of this from multi line text to plain text. Any ideas how I can force this? Thanks Carl
Update adding dropdown menu for only one component
This "subtle UI tweak" results in double the amount of clicks for my users. I was making use of the fact that menu sections with only one component did not have a drop-down, so that those components could be accessed directly. Almost all of my applications
Zoho MVP Batch of 2023
Image: Zoho MVP Batch of 2023 Presenting the Zoho MVPs for 2023: Michael Trow Damien Cregan Kevin Flynn Donald Love Gordon Mankelow Abhishek Sharma Nik Khairul Bryan Pape Hugh Marshall Bhoomi Joshi Mikhail Koval Ken Florian Sven Rösser Our MVPs are passionate
Remove Duplicate Rows - Any Easy Way?
Hi there, Does Zoho sheet allow us to remove duplicate rows or entire rows based on duplicates in one column? I'm looking for the function that is available in Excel Data tab. Thanks, Chad
Which network ports need to be allowerd for Analytics API (Export and Import Data)
Good afternoon, I would like to kindly ask you which ports I need to allow for Auth API and Analytics API (Export and Import Data) Thank you in advance, Petr
Incorporate Travel Document (Passport/ID) to Trip PDF
I'm Trying to incorporate "Travel Document Number" (image 1) of a Traveler in the PDF generated for the Trip. But can't find the way to manipulate the PDF generated in the Trip View (image 2) Image 1: Image 2: Some workarround will be to automatically
Configuration réception mail avec Gmail
Bonjour, je vous contact car je rencontre un problème avec la synchronisation de ma boite mail sur le service Gmail. Après la création de adresse mail chez vous, j'ai lier celle ci à mon compte Gmail. Tous ce passé pour le mieux jusqu'à ce que vous me
Writer: Work Unsaved But Word Count Includes Unsaved Work?
The gist of the problem: I had unsaved work that is apparently now lost. However, the word count reflects the work that I had done that apparently didn't save, as I can't find what I wrote in the document. The rest of the story: I don't know what's relevant
Report using business_hours function in a query combined with User Filter in pivot table
Hello, I am wanting to create past utilization reports on users based on available hours vs hours logged in timesheets for the same period. I know that I can "hard code" a few queries that will provide specific periods, i.e. 1. Query for Year-To-Date
Webhook retry policy
Hi, I'd like to know how the webhook retries if the response status is not success 200. I saw that it continuously send request even if the report is approved. There is some specific documentation about webhook?
Workflow Report
Is there a way to generate a Workflow report that shows - Alerts that have been triggered and details of who it was sent to - Tasks that have been triggered and details of the task - Next workflow step that is due and for who? Thanks, Ryan
Zoho People - 1000s of clients have disappeared when entering time for non-admin users
Zoho People - 1000s of clients have disappeared when entering time for non-admin users
Zoho PSA
Zoho does not have a good way of handling complex billing for professional service firms like engineering, IT or legal. The PSA functions I outline would also be useful in Service Desk Plus MSP. The settings in books, desk and projects all do some form
Zoho Writer template merge API: Can you use subform data
Hi, I would like to know if it is possible to use subform data for Zoho Writer templates. I know we can do this for Zoho Writer mail merge templates which are directly linked to Zoho CRM, but what about Zoho Writer templates which are merged by API? Thank
転職などで接触できなくなった見込み客の対応について
はじめて質問します。 見込み客として登録しているデータのうち、転職などで連絡が取れなくなったデータの扱いについて悩んでいます。 ZohoCRMから削除してしまうのが良いのか、 （次の職場に移った後での接触可能性を考えて）なにかステータスを付与して残しておくのが良いのか…など みなさんがどのように対応されているのか教えていただけないでしょうか。 ちなみに転職後に改めてお問合せをいただくなどのケースは少ないですが0ではないという状況です。 よろしくお願いします。
Export my contacts & deals
I cannot find anywhere how I export my crm data. Please advise
Accounting on the Go Series-6: Streamlined Contact Management in Zoho Books mobile app
Dear users, Welcome back to the 'Accounting On-the-Go' series. Today, we look into effective contact management – a cornerstone of smooth communication and collaboration. Zoho Books offers two powerful features to make this process seamless. Scanning
Unable to create ticket with SPAM contact that is not showing in SPAM list
My agent is trying to open a ticket and is getting the error message "You cannot submit a request for a SPAM email address." The email address is NOT showing in the SPAM email list, neither is the contact. How can we stop this?
Unhelpful Error message that could worry portal using clients
In my subform that is in list view I want to show and hide a simple field based on a boolean and it does work nicely and simply. if (row.boolean == "Yes") { show row.thing; } else { hide row.thing; } However if the user has toggled the radio choice and
GST 2b - 3B mis match
Dear All, One of my vendor didn't file his GST return on time, hence my 2b, bill is showing pending in GST portal for taking input tax credit against the bill. In Zoho books 2b I have not taken the input of this bill while doing reconcile of 2B, but it
【Zoho CRM】Zoho Calendar 、Zoho Recruit のカレンダーとの同期に関するアップデート
こんにちは！弊社サポートチームが作成した「Zoho CRM のアップデート情報」の中から１つ取り上げて紹介します。 【Zoho CRM】カレンダー機能に関するアップデートのお知らせ：Zoho Calendar とZoho Recruit のカレンダーとの同期がアップデートされました。 *当機能はZoho CRM スタンダードプラン以上でご利用いただけます。 * Zoho Recruit: Zoho の採用管理システム ■ アップデート内容 1. 同期するカレンダー・予定の選択 Zoho CRM とZoho
Decimal Places
I would like to request that when a quote, sales order or invoice is entered that if the list price is set to 4,5 or 6 decimal places to the right that when the quote, sales order or invoice reflects this in the list amount. The calculation for total is correct, but the system rounds-up the value in list price and it is confusing to our clients. If they perform a quick calculation on the qty X list price ( once rounded up), it does not match the total for that line item. I guess a better question
[Live Webinar] How to maximize your conversions using existing website traffic
Hello all, Did you know that on an average only 0.1% of your traffic converts? The rest are either heading towards your competitors or dropping off without being able to find what they came for. When you want to increase your conversions, it's natural
Allow agents access to manage KB
The knowledgebase is a great tool that we'd like to use more often. I have discovered no method of allowing an Agent to add categories via the Manage KB option. Is there a permission setting I can set to allow Agents to access the Manage KB option?
Zoho Forms as a Popup Widget in Zoho CRM
Hello, is there not a way to connect a Zoho form on a widget in Zoho CRM? I have everything connected correctly. But when I click the button in View page to invoke the url it works and shows the form, but now I cannot click the integrated lookup field
Using date fields data from subforms
Hello, I'm working on setting reminders or sending emails based on date fields within a subform in a Zoho CRM module. Unfortunately, standard workflow rules don't support this feature. I've written a Deluge script for this purpose, but I'm encountering
User Profile Cannot Delete Contact
I want my "Contract Review" profile to be able to delete contacts as necessary from the contacts module. Currently I have the Contacts Module set to Private I have my Contract Review profile set to View, Read, Edit, Delete for the Contacts Permissions
Zoho CRM: Issue with Audit Log Export file **UPDATE: Issue Fixed**
Hello Enterprise Community! We are reaching out to address a recent issue identified with the Zoho CRM Audit Log Export functionality. It has come to our attention that the exported Audit Log file from Zoho CRM is currently missing timestamps within the
Recording income / expenses pre-business bank account
Hi, I opened a business bank account a few months into the year. All the transactions prior to that date show money going to / coming from an undeposited funds account. I was thinking of recategorizing all those as owner's draws / contributions. Or I
Zoho oAuth complains about response_type parameter
Hello, For the last two weeks we have been trying to reach your team regarding the following issue. As seen in the screenshot below, we are rejected by the Zoho oAuth with the following error: "Response type Allowed values are code and token". But as
CRM Portal Self-Registration
Currently, portal users for the CRM need to exist as contacts in the CRM, who must then be manually invited to use the portal. A problem arises where there is a requirement for these contacts to start using the portal at their own discretion (i.e. not
keep track of the cost of giving away products for marketing purposes.
Good afternoon, I am wondering how to deal correctly with products that we give away as samples, for free, for marketing purposes. I would like to : • keep track of the products in the inventory (-1 on such or such date) • keep track of who received products for free (associated with the contact page) • keep track of the costs of sending products for free in a marketing expense account. Currently I am treating those items as normal sales with a price list of 100% markdown (creating estimates, sales
Email notification address for Meeting
Can the email notification for normal meetings be changed to reflect our domain? I can see the setting in Settings > Emails but Zoho support mentioned that this only reflects Webinars not Meetings. (although the wording is totally unclear)
Zoho Recruit Create Offer is not working.
Trying to create and send an offer to a candidate, but when I click the "Save & Send" button, the button becomes greyed and disabled, making it impossible to continue with the process. I have admin privileges, so that doesn't seem to be the issue. Button
Smart Url on SMS campaign in Zoho Campaign
Hello Why we can't have smart url in zoho campaign SMS campaign like Zoho Marketing automation ?
Changing The GL Account For The Cost Of Goods Per Invoice
Hello, For DATEV reporting requirements in Germany, we need the ability to be able to change the GL account that the Purchase (Cost of goods) posts to for each invoice. This depends on where the customer we are invoicing exists. It is possible to do this
If I cancel my subscription for my website, can I get a refund?
Hello, My new subscription for my zoho site is due in August of this year; I am thinking of cancelling my site and domain name; can I get a refund pro-rated for the remaining time left in my paid subscription? If I decide to do this, what is the process to close my website, and cancel my current domain name? Thank you for your help.
No Placeholders Listed in New E-mail Template Window for the Transfer Order Module.
In Zoho Inventory, I am trying to set up an automated e-mail to go out when a Transfer Order is initiated to notify the recipient. When I go to set up an new e-mail alert under "Automation" and select "Transfer Order" as the module, after I get into the
end user/contacts associated with multiple accounts
When will we have the ability to let an end user/contact be affiliated with more than one account, so they can sign in one time and see the open tickets etc for all of the accounts they are affiliated with?
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