Link item in purchase order to Customer
Is it possible to link each item in purchase order to a customer which would create an associated list, so I can easily find where, when and what my customer have order from us. Thanks!
Missing Privacy Policy checkbox in advanced Webform
Hi, We moved our webforms from CRM to Desk. In CRM, you have the chekcbox field about Privacy policy, the user needs to check before sending the form. IN FOrm, there is a soecial Term and Conditions Fields which could be used. However, no such field exists
Page Sense > integration with CRM
Hello, is it possible to integrate Page Sense (mail from Pop UP) with Zoho CRM, Zoho Campaign or Send in Blue ? Best regards, christophe
Smart Folders and multiple emails in one account
Hello, I set up groups and assigned names to them(clients@, expectmore@, etc). Is there a way to create "smart" folders for each group and my main address so that the emails show in there individual folders? The folder would be Clients for clients@.... I am trying to avoid wading through the group emails to get to the more important ones from my main email address. I tried to look through the documentation with no luck. I have a couple of businesses. I have a free account for domain a and a paid
CRM variables in Webhook URL
I have a CRM workflow rule calling a webhook endpiont. I would like to be able to use CRM Variables in the URL: currently the workaround is to wrap the webhook in a custom function and set the workflow rule action to execute that function. that enables
The ability to edit tags
I'd like to be able to edit tags, instead of having to do a workaround such as creating a new tag with a modified name and deleting an old tag.
Images not showing/broken in inline emails
Hi, My images that I copy paste to the email are not showing to the receivers anymore. I attached the error message from the receiver end. It seems like connection to the image is not working. firewall or change of the image location issue? Can you investigate?
Can we see the inbox of other members of my organisation ?
Greetings, As a CA firm working with a diverse clientele, there are instances when a manager must access their subordinate's email account, particularly during their leave of absence. This feature, which is available in GoDaddy email, seems to be missing
All about 'Reminders' in Zoho Sprints mobile app (iOS)
Hello everyone! Here is all you need to know about the Reminder functionality in the iOS version of Zoho Sprints mobile app. You can set reminders for your work items and receive timely notifications right before a work item is due to start or as its
Send mass email based on the recipient's time zone
Hello, it would be great to have the possibility to schedule mass e-mail in a way each message get delivered at a specific time in the recipient's time zone. So, i.e.: I set the delivery time to 7.30am the message get delivered: at 7.30 based on India
total number of emails in my inbox
Hey, Is there a way to show the total number of emails in a folder (eg my inbox) on top of the number of unread emails ? Thanks, François
Bug on email coment section
Hello, email coment sections loads indefintely. I believe it is a bug as I can not see any kind of message and loading gif appears permanently.
Our Important email not received in inbox
We're in the business of serving numerous clients, and there have been instances where crucial emails from them have slipped through the cracks. Regrettably, these lapses have led to missed opportunities, and we only manage to receive these vital messages
Remove item from multiselect field
My basic issue is that I would like to be able to remove an element from a multiselect field (i.e. the inverse of ui.add...like ui.remove, which doesn't exist). Here's the set-up. I have a "unattached" form with a search function that lets the user add items to a multiselect field one at a time. (search, select the desired item, that adds it to a multi select field by ui.add:, and all items in the multiselect field are selected). That all works very nicely. I would like to add the ability to select
無料セミナー大阪開催：できることから始めるDXを 1日で理解する 〜プロが限界にせまるセミナー〜
11/1に大阪にて久しぶりにセミナー開催いたします。 今回はセッションを3つご用意しました。 Zoho One の究極の活用方法：究極の運用プロセス プロが見せるZoho CRMのミニマム初期設定の流れ QA セッション 特に本コミュニティメンバーには2がおすすめです。 このセッションでは、ミニマムな設定で最大限の効果を引き出す方法を実演し、 普段公開することのない、「プロ」の設定技法をご紹介します。 言うなれば外してはいけない設定ポイントのご紹介です。 具体的な手法を見たのちにQAで質問を奮っていただければと思います！
Images not showing in emal
I have noticed lately that when I click on certain emails from my vendors I can no longer see the images. When I try to click on the area where it says display images, nothing happens. I have tried shutting down Zoho Mail and restarting and that doesn't
Workdrive Performance October 5, 2023
Any Insurance Agencies in Life/Health/P&C etc... want to team with us on a custom solution?
Hi everyone, We are looking to see if there is interest in designing a customized solution for insurance agencies. It is me and a small specialized team of outsourcers I have worked with for a couple years. We mostly do middle-ware, but after a couple conferences, we realized that there isn't really a good solution out there for insurance agencies that is suitable for todays cloud environment (with the zillions of SaaS products). You will be expected to provide feedback and allow us reasonable time
Spamhouse.org
When I replied for some emails, my email returns ERROR CODE :554 - 5.7.1 Service unavailable; Client host [136.143.184.19] blocked using zen.spamhaus.org It didn't happen to all emails just some. And it started this month How can i fix it? This message
Sales orders "Quick shipment"
Haven't noticed this one before - nice one Zoho guys - much better than having to do each individually when you have the same courier taking out lots of deliverys - another piece of my own app can be disposed of now ;-) One little suggestion, rather than
Calendar Sync with Outlook.com
Is it possible to sync Zoho calendar with Outlook.com? I'm not talking about the Outlook client, nor am I talking about Office 365. This would be synonymous with syncing with Google, but syncing with the personal version of Microsoft online.
Contact to Deal
I can convert a Lead to a Deal and it pulls in the contact person and all their details. (attached picture) How do I change a Contact into a Deal. I know I can select "Create Deal" but even when I add a Contact lookup field, the layout does not of the
Tip of the Week: Using Webhooks in Data Alerts for Automated Action Analytics
Are you tired of manually monitoring the data and afraid that you might miss key changes? Worry not. Zoho Analytics will monitor your data, and alert you when there is a significant change in any of the key business metrics. This enables you to take appropriate
The many ways to use the new Date field options in Writer!
With the all-new date field options, you can forget about manually calculating your past, present and future dates and leave it all to Writer to automatically calculate it for you. 1. To insert today's date: If you're writing a letter, you'll likely want
【Zoho CRM】Microsoft Office 365 カレンダーの同期機能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。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●Microsoft Office 365 のカレンダーの同期機能に関するアップデート https://zurl.co/T2hX ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ Microsoft Office 365 連携における機能の１つとしてZoho CRM のカレンダーとMicrosoft
Adding Recurring Invoice via API - How to enter Credit Card details for Auto-Charge
I am considering to add recurring invoices via forms in ZCreator, and would then use the Books API v3. That should be rather standard, but can we also need to add Credit Card info for the new recurring invoice. Can this be done via the API ? Thank you for suggestions.
Automated ticket creation
After a ticket is created, with a lot of fields filled is it possible to create a custom function or workflow that creates a number of tickets with the info filled in the first ticket? Example : A ticket is created by HR with name, surname,e-mail, job
Can Deluge be used for conditional formatting of records?
Hi all, I need to highlight records in a report that meet certain criteria. Unfortunately this criteria depends on related records from a different form, so regular conditional formatting in the report "configure fields for web" page will not work. There
QuickBooks integration?
Hello everyone, We have this customer who wants to keep using QuickBooks to do the actual billing and accounting. But we want to use Finance (or books) to do the quotes, we plan to use Zoho inventory to do inventory. I was wondering what type of integration
Mails ending in receivers spam folder.
Hi Zoho Team, All the emails we are sending to our clients end up in the spam or unwanted mail folder. Why is that and how can we prevent it? Best regards August
ZOHO Sign how to add the Recipient Name and email to the body of the email template
I need to add this fields into the body of the email template, but can't seem to get the right code.
Python smtplib hangs on send command
Hi all, Has anyone else had a problem with pythin smtp lib not sending mail? if anyone knows how to get around my issue I'd really appreciate some help if anyone can do so. I'm an inexperienced user, so this might be a really simple issue, apologies if
Configurar zoho mail con OsTicket
Buenas, Estoy tratando de sincronizar zoho con sotickets para que los correos enviados a zoho se vuelvan tickets en osticket, sin embargo, luego de configurarlo por medio del protocolo IMAP, no crea los tickets... ¿Podría ayudarme? Gracias,
Problemas para receber e enviar emails
Olá, não consigo enviar e receber email na minha conta, posso verificar? contato@economyviagens.com.br
Can Send Emails But I am not Receiving emails in Zoho Account
The problem is I can send email but receiving email in zoho mail is problem. MX, SF and DKIM are perfect connect in Zoho domain account but there is still problem.
Can Not Receive/Send Emails
Hi there, Our administrator of the Zoho account has left the company and it has been very difficult to get ahold of him. The owner of the company Edgar Ponce has requested for me Jonny Villatoro to gain administrator access. Is there a way I can get access
Creator App, Auto Generated form comes in .pdf, can it be altered to .xls
In the Creator App we have created a form for requesting test products. When this form is completed and submitted zoho creator generates an email with a .pdf copy of that filled out form and starts a workflow. Is there a way to change that auto generated
Can i get notified on my company's email id once new ticket creation (xyz@company.com), if yes then how?
Can i get notified on my company's email id once new ticket creation (xyz@company.com), if yes then how?
Import Contacts - Bigin - Android
Hello everyone! In the most recent Android update of the Bigin mobile app (v1.6.7), we have included support for the Import Contacts feature, to make managing your contacts more convenient than ever. Here's how to make the most of this new functionality:
How do I exclude a report form a user filter on a dashboard.
I have a dashboard that has a few reports on it. I want one of those reports to be EXCLUDED from the user filter at the top of the page. See here: https://monosnap.com/file/0S4RxVB0BM1MLHal8TyptlT6bdUF9o How do I do this? I have tried: Adding a filter on the report itself that is different than the user filter. Any other ideas? Thanks!
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