How can we identify/tag who has completed pre-screening assessment?
Once a candidate completes a qualifier candidate assessment. We would like the candidate to be "unqualified" or "qualified". As it stands the "unqualified" statues works if they fail the assessment but if they pass then nothing currently happens. Can
Free/Busy view for an organization
Hello all, I have a Zoho Mail plan for 30 users. We plan to progressively use the features within the suite. Now, I would like to know how to see the Free/Busy view for other users within my organization. I have created an event where I invited 2 persons from my team but I am unable to see their availability. Please let me know which setup should be done in order to turn on this feature for all users (I am the administrator). Many thanks in advance! Christophe Mendez | Head of Consulting Services
Facing some kind of Phising and spoofing issues
MY email facing some kind of Phising and Spoofing issues. Even I didn't send any emails. Still it shows send email through SMTP. I have configured all records like, mx, SPF, DKIM, Dmarc, everything i set it up. Still it like this. Please help on this.
Free Webinar! Get the best out of CRM using our seamless Zoho Workplace integration
Hello Community, If you're using Zoho CRM and Zoho Workplace and trying to find a way to work with both the platforms seamlessly, then you shouldn't miss this opportunity. Grab your spot! for the free webinar on getting to know about the Seamless integration
Adding New Users is clunky...
I agree with other posters... New registering users are having trouble and are just plain confused by the sign in process. The absurdly long hieroglyphics-type link that new users need to click on is daunting for people who are not as tech savvy. Then a who separate sing in page, etc. Please simplify & clarify this process. Best Regards... Brian b@trax.org
Feedback for Meeting - Key : 1398407454
Hello Zoho, The invitee could not join the meeting : Role : presenter Device : Chrome 111 Cid : 9437855 Stream member id : 565635000000236675 Name/Email : Asha Kanta Sharma Ticket No 86539227 Hoping these technical issues were sorted out and the same
How to define current date + 10 days as dynamic variable?
I would like a flow to update the start and end dates to "current date" (start) and "current date + 10 days" (end). Can I modify this statement? - ${system.zf_current_date}${system.zf_current_date} Any advice appreciated.
Remove Google Adwords Information on Layout
We use Google Adwords integration with CRM and don't want to disable it. We use multiple Lead and Contact Layouts to reduce the amount of clutter a user has to see when dealing with certain Lead and Contact editing. The majority of our users do not need to see the Google Adwords information. Can anyone give us any ideas for creating a layout that does NOT include the Google Adwords Information section on a Lead or Contact layout? If we can't get rid of the Google Adwords Information section in the
My Approvals Dashboard (ZOHO Books)
Dear ZOHO team, First of all, job well done to develop such an intuitive tool as ZOHO books (and ZOHO expenses). Also your support desk and chat are great, as we get to chat with a real person within a minute (not a bot)! I have a question to add a feature
CRM customer login from zoho crm to our portal and get global api key which get use in widget invoking
Hello Team we have created widgets for zoho crm extension. which are simple forms that send data to our server for further process, now what we wanted do is, CRM customer login/singup from zoho crm to our portal and get global API_KEY which get store
Blueprint - Any way to delete process / Transition
Hello, First of all I think I'm going to really like the Blueprint feature, once I figure it out that is. I sure hope someone can help me figure out how to fix this. I created a blueprint for our account on-boarding and set up process - While I was testing
Workdrive - Users has a new position > how to quickly find in which groups he is
We have a user that is moved to a different country, he needs therefor different acces to new folder and no longer access to other folders. We give access via Workdrive groups, any way I can quickly see in which group a user is so I can remove him. Now
Ability to mask Personal/Encrypted fields on public shared reports
Would be beneficial to have the option to mask encrypted and/or personal fields on a report that is shared publicly via link (or embedded). It's a security issue when a new report has Share Publicly automatically enabled, and encrypted / personal fields
Parent child ticketing
Hi All, do you know if there is a way for all time logged against a child ticket to be added to the parent ticket in a different department?
Desk Contact - Secondary Mail (automatic ticket creation after email receipt)
Hello, contacts in Zoho Desk can have a secondary email address. What is this good for? When I forward mails from a mailbox directly to Zoho, i.e. to an internal Desk address, tickets are automatically created to the matching email. The email sender is
Unable to change status to INACTIVE for Petty Cash and Undeposited Funds Accounts
Hello Zoho Team, Please allow us to make changes to the status of "Petty Cash" and "Undeposited Funds" Accounts Thanks
I Want to send contact a link to update their contact record and get a request for information on them for the sales process.
I am looking to send out a few documents to my existing contacts via email and/or sms text message. Some of my clients don't have/use email. Ideally i'd like to do this with a single link/page so they don't get confused, but i'm not sure that's possible
Formula field showing number of weekdays between two dates
Can a formula field compare two dates and get the number of "weekdays" between them? I've found the DateComp function, outlined here: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/create-formula-fields#Create_DateTime_Formula_Field
Auto responders in Marketing Hub
I've started to look at Campaigns and saw that the auto responders are going end of life and being replaced with workflows, when i jump in to marketing automation auto responders don't mention that. Will auto responder feature still be available in marketing
Reduce number of users
My current Zoho One subscription has 4 users. Upon my next renewal, I only want to renew for 2 people. Please explain how I do that. Thank you.
Zoho License packages
I need a package for Zoho One that better fits our requirments and its cost-wise. Currently I have 16 licences but I need to have 5 more without the cost rising to the roof. Please provide us with further information with the subject.
Problemas com os e-mails
Os e-mails halley@ipcandeias.com.br e mariah@ipcandeias.com.br não conseguem mais enviar mensagem, apenas recebem. Outra coisa é que não consigo adicionar novos usuários, quando tento, aparece a seguinte mensagem "Atividade incomum detectada neste IP.
How To Use the latest framework of javacript Such as svelte and nextjs in zoho
How To Use the latest framework of javacript Such as svelte and nextjs in zoho
Azure Data Factory to Zoho Connection
Hi all, I'm trying to setup a connection between Azure Data Factory V2 to Zoho in order to update data to our company's Zoho CRM. I'm able to register the client in the API Credentials page within Zoho Accounts and obtain a Client ID + Secret. I've also
Site Builder not loading via shared Link
Hi there you lovely people! :) I can use the Site Builder from my Account, everythings fine, loading perfectly. But the Site Builder is completely blank, when I open it via shared links. The login window showes up, I logg in, but afterwards there is just
Can you not track opens for emails sent directly on Microsoft Outlook?
Hi everyone, Am I right in reading that it is not possible to get all the same tracking capability for emails sent from Outlook with the IMAP integration? I can see the email sent under the account but not whether someone has opened it. Are there any
Domain not authenticating
We have verified all the settings are correct with mx toolbox but still cannot get your authenticator to see DKIM key.
Zoho Commerce plugins or add-ons
Hi. As a Zoho Commerce user for more than one year, I still see basic features that this platform is not offering: digital products, more than one offline payment method, gift cards,... And of course integrations with 3rd party apps is almost non-existing.
More love for multi-select field
Multi-select is great as it allows n:m relations which is often necessary in more complex CRM cases. There is quite a few official constraints and I wonder if improving these is on the roadmap: - the recently added lookup filter not available for multi-select:
Typeform -
Hi team, I see Typeform integration to Zoho Desk https://marketplace.zoho.eu/app/desk/zohodesk-integration-with-typeform, Is currently not available in Europe. Can this be arranged rapidely? Thanks, Hasna
Important enhancements and UI revamp in Community
Hello everyone, We are back with a set of exciting enhancements for Zoho Community. Community is a place where you can get important updates, engage and interact with other users, find topics of interest, share ideas, ask questions, and help peers with
Zoho Books get a list of all invoiced inventory items for a customer
I found a thread from 8 years ago about this as well, and although there was an answer provided-it only gains you a report of customers that a given item was sold to. What I'm interested in is the opposite--I know the customer, but I want to report on
Link to specific record form
Hello, I'm trying to create a link to a specific record in Zoho Creator. The goal is to provide my colleagues a direct link to the form's record, in a way they'll be able to access and edit the record directly. The link should also show the app's header
Remove unwanted messages from ticket
Hi when I submit a ticket it comes with other info as well. Is there any way to remove it?
"Search and Auto-Complete" does not work on mobile.
Search and Auto Complete feature on the Lookup field works fine in web view, but on mobile it does not.
Mark an email as Important using a sendmail task
Hi, I have recently came across a scenario where a client wants to know whether he/she should process a request on priority or not. For that, client requested to have some field differentiating between standard and urgent requests and the same should
deactivate a user - what about their leads?
When I deactivate a user what happens to the leads assigned to them?
What's New in Zoho Invoice - Q2 2023
Hello everyone, We've added a bunch of updates to improve your invoicing experience – a new report, discount preferences, a new edition for mobile apps, and more. Here's what's new: Customer Balance Summary Report The Customer Balance Summary Report helps
Option to clone section in zoho crm module layout builder
In Zoho CRM module layout builder, cloning a section is not possible. Suppose if want to make two similar sections in a single layout then I have to create a new section from scratch and I can not clone an existing section I know there will be a field
Facing Issue in Zoho CRM Integration
In local machine & docker,the Zoho CRM integration is working fine. While running in AWS Server via AWS ECS EC2 Instances,it is not working. Also, i have pinged and check the Zoho CRM site - it's pinging. Please help to sort out this issue, its blocking
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