Zoho Assist Unattende Acces
When installling unattended acces on windows we are receiving for the 2nd time today this message. Therefore i'm forced to use teamviewer in place... Please can you explain what we're doing wrong besides that this worked before in good way.
Zoho Form Report Edit
I have a user needing to edit a form but doesn't have the option. I don't see where to give him permissions for who has permissions for what.
Tie Zoho Assist unattended client to Zoho Desk contact
The Zoho Assist integration with Zoho Desk is pretty neat. However, for us, we make use of unattended installations far more than ad-hoc support requests. If it were possible to link an 'Unattended Access' machine to a contact in Zoho desk, that would mean we could launch straight in to their machine from the ticket without having to send an invite to the user to run software that is already installed on their machine. Is this something that is on the roadmap?
Urgent: dimensions of images
Is there a Help section on dimensions of images used in a Zoho Sites template? I need to replace practically every image, but have no clue about their dimensions
Create invoice with other currency
After checking the internet result, I want to confirm Zoho invoice does not have the option to create an invoice/customer with other than base currency, right? For example, my base currency is HKD, but I have a customer who only accept USD currency invoice,
VBA Macro Code to Open Form
Is there a VBA code to open a form in Zoho Sheets? I want to assign a simple macro to a button to open a form I have created. I've tried the macro recorder but it didn't register any of the actions.
CRM Sync Deleting Billing/Shipping Phone Numbers
My business process involves programmatically creating customers in Finance via Zoho Flow when a customer places an order on my Woocommerce site. The customer is created as an Individual customer. This process fills out the customer information, including
No way to schedule recurring invoice to generate before invoice date?
I cannot find any way to generate our invoice 60 days before the invoice due date. We are migrating from Quickbooks Online but it appears there's no option to handle this and I can't figure out any work around. Any ideas? Quickbooks Image:
Join us for the Cliq 5.0 webinar
Are you curious about the latest new additions in Cliq 5.0? Get ready for an in-depth journey through the most advanced features of our latest release. This is your chance to explore how Cliq 5.0 elevates team collaboration with advanced AI enhancements,
MANDATORY_NOT_FOUND error when trying to insert data
Hi, I am trying to use the CRM api to insert a lead record. I have checked that the mandatory parameters are 'Company' and 'Last_Name' (as per the fields on the CRM page) I still get the error code : MANDATORY_NOT_FOUND, api_name: data, message: "required field not found", status: error. Here's my dummy json { "Mobile": "5555555555", "LeadOwner": "leadOwnerleadOwner", "Salutation": "Mr.", "Full_Name": "firstName customLastName", "First_Name": "firstName", "Company":
Formula with date field
I need to create a custom field that displays a number based on a field date (minus) today's date. I.E. if tomorrow is "field date" (minus) today's date the custom field would return 1. Thanks for any help.
Is there a way to prevent duplicate customers in zoho subs using the email address as the unqiue key
We often get duplicate customer records in Zoho Subscriptions - two records having the same email address which causes a lot of havoc. Is there a way to require the email address to be unqiue in zoho subs?
workdrive sync
I manage 2 different businesses on the computer how can I have 2 distinct wordrive sync on the same computer?
No Output from Custom Function
Hi Guys, This is my first ever attempt to write in deluge so please go easy. I needed to create a custom function in Zoho Flow - to turn a full name string like "Ian Robert Smith" in to a separate output of First Name and Last Name i.e. "Ian" and "Smith"
Get prefix of field, get distinct list, insert list as new records in new form
I'm trying to get fetch records in a form, get the first section of data from one of the text fields (everything before a "-"), then filter out duplicates, then use that list to make new entries in a new form. Here's what I think it should look like but
Mass email secondary Email?
Is it possible to mass email "secondary email"? I would use this to send a "mass SMS campaign" as i have set up SMS through my emails. Moderation Update: Development on this feature is still in progress, and I request you all to follow the below forum
List pages
It would be nice to have numeric fields calculated & shown at the bottom of list pages, specially handy when we create our own custom views ( and very easy to acheive ) ....
Report - Days in Stage
I am trying to build a 'Potential's' report that would show the number of days spent at each Stage. Other CRM's have 'history' fields that enable you to report on this but I am not seeing anything like this in Zoho. Any help or suggestions would be greatly
Current Mail Limits
There are so many posts on this topic. However as of 24/5/2016 the ZoHo service comparison shows a 1000 send emails a day limit (free plan). Yesterday I sent approx 400 using smtp from my Java programme. Only ever 1 recipient per email. However I started
Zoho CRM Skype for business integration
We use skype for business company-wide. I went through the forum up and down and this is a highly requested feature it seems. If I use the provided "solution" (disabling phone-bridge) it simply opens the windows pre-installed skype and not the skype for business client. Is there ever going to be a real integration with skype for business (or lync) or am I just missing something? Telling me there are alternative phone services isn't really helping. Skype for business is here to stay and I won't be
cannot verify my domain
hi guys i cant set my domain (assetya.com) for the email service. Please help Regards Doron
Relaying diallowed reason 553
Hi there, I can receive emails but could not reply to them as it shows the following error; "Reason 553: Relaying disallowed. Invalid Domain-arslanali.me"
IMAP/SMTP error
The IMAP and SMTP server recently stopped working on my account. It is not possible to receive emails through Spark or any email application. How can I resolve this?
Customer Newsletter - October 2023
Hello Everyone! We are thrilled to announce our customer newsletter for October 2023! Check out the October newsletter to know all about our newest features, upcoming features, blogs, product tips, webinars, and a lot more. Click here to read our latest
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
Unblock my account
support@rubyfabricslinings.com Please unblock my this email address Thanks & regards Akhil Gupta
Reported on number of views for knowledge base documents
I can find the overview dashboard for Knowledge Base where it reports our trending KB docs etc, but do we have a report on knowledge base documents that lists them all in order of most visited? The dashboard currently only shows the most visisted but
Email not going through
I am not getting email from specific domain, example all emails coming from NAME@domain What could be the problem?
New Enhancements in Zoho Desk and MS Teams Integration
Hello all, We are super excited to announce some new enhancements in our Zoho Desk and MS Teams Integration. Zoho Desk and Microsoft Teams integration deliver a unified platform for optimal management of support tickets in a single workspace. To provide
BUG - Labels Not getting applied - Rule
Hello, I have a rule where if sent an email to a domain @domain.com or receive an email to that domain it auto puts a label to it. It is not working unfortunately since several days/weeks ago. I would be very grateful if you could check it. It used to
Allow a zero size font or an option to remove the extra line on the invoice table when not using Item Descriptions
There is too much spacing between rows when the Invoice Description is not used on the invoice. Further, Zoho Books does not allow you to use a zero sized font that would acheive this. It makes the invoice have too much space between the lines in the
Tell me if I'm adding the social links wrong
I am using the social media links at the bottom of my newsletters. However, I am having to add my business's links every single time. Is there a way that I can save my links and have it fill this in automatically. It seems like there should be considering
Bigcommerce - Zoho Inventory integration
Hi, are there any plans for for a Zoho Inventory - Bigcommerce integration. I see there is a 3rd party connector via Kloud Connectors, however wondering if there are any plans for a direct connection like there is for Shopify?
CRM-Finance Sync Deleting Billing/Shipping Phone Numbers
(cross-post from Zoho Books forum) My business process involves programmatically creating customers in Finance via Zoho Flow when a customer places an order on my Woocommerce site. The customer is created as an Individual customer. This process fills
Redefining Visitor Communications with Click to Call on SalesIQ
Hi everyone! The first post of 2023 and yes, we do have a good one for you. Since Zoho SalesIQ's inception in 2013, we've had the live chat feature as the primary course of communication i.e. if a website visitor needed to clarify something, the way to
Accounts with no open activities
Has anyone created a report showing Accounts with no open Activities? I am trying to manage over 5000 accounts and just need to know which ones we are not calling since we do not have an open Activity.
Workflow to update lead status when converted to Contact
Hello, Is it possible to create a workflow or function to automatically update the lead status to Qualified when a lead is converted to contact? Currently we convert our leads & then look at a report on converted leads to see how many were converted per
What is the distinct difference between a task and a bug ?
task is something need to be complete in a given time. so bugs are some problem to be fixed in a given time? both of them are tasks? is not it? bugs could be included in a tasklist. why there is a separate catalog of bugs ? can anyone help with this? thanks!
The Canvas module view gets an exciting face-lift
Announcement moderated on: 4th July,2023 The Canvas module view revamp has been successfully opened for all users in all DCs today. Dear All, We hope you're well! When it comes to business productivity, data organization and accessibility play a crucial
Add to Calendar Option
Once an attendee buys tickets and gets the confirmation page, the Backstage should offer options to get the event to their calendar. The options should include native links for Google Calendar, Office 365 and Zoho Mail, as well an option to download it
Next Page