【開催報告】東京 ユーザー交流会 6/16（金）
皆さま、こんにちは。コミュニティチームの中野です。 大阪、名古屋に続いて、6/16（金）に品川にてユーザー交流会（Meetup）をハイブリッド形式にて開催しました！ 本投稿では、その様子をお届けします。 大阪 / 名古屋開催と同様に、船井総研デジタル 伊佐次 崇宏さんによるユーザー事例セッションのほか、弊社技術部による、Zoho CRM のアップデート情報を解説するZoho セッションを実施。お楽しみ会は、新企画「Good and New」を行いました。 登壇いただいた伊佐次さん、そして参加いただいたZoho
Webinar - Streamline your marketing campaigns with Zoho LandingPage
🎉 Hey there! We've got something awesome lined up just for you! Get ready to rock your marketing campaigns with Zoho LandingPage in our upcoming webinar. This event is tailor-made for professionals who want to take their marketing game to the next level!
can I add converted leads into my leads report?
I need to make a report to show about leads created for today. something like this but the problem is, when the lead status is qualified then my CRM will automatically convert the leads into contact and deals (using Blueprint), and so the lead that qualified
Any Way to embed report on website (wordpress) and show dynamic data to different users based on wordpress login email?
I know that when we share a report/dashboard, we can set filter parameters that take dynamic values, such as filtering the dashboard data based on zoho login id/email. Is there any way we can similarly embed a report on our website, but dynamically filter
Email to write back to Zoho CRM
Hello, I am able to create an email notification to my sales team of a new lead. However, I would like to send reminders daily until the sales team either updates the records in CRM or if the can click a button in the email to acknowledge they have reviewed
Show percentage of constant value threshold in bar chart?
Is there a way to show a bar, in a bar chart as the percentage of a constant value-threshold rather than just show a value of the bar itself? IE, if I have a sales goal of 1,500,000 per day, and the bar chart shows the total sales sum of each day - is
Office Integrator Public URL for Writer Fillable Template
Hello, I'm working on creating a deluge function to prepopulate a number of fields in a zoho writer fillable template. It seems like I need to do this via Office Integrator. I'm using the api for a fillable link to be provided - https://www.zoho.com/officeintegrator/api/v1/create-fillable-link.html
External Cookie Bars
Is it possible to link an external Cookie Bar to a Zoho site? I have tried adding some custom code in the header and footers but my external Cookie Bar does not pop up when visiting the site for the first time.
Hi, How do I hide fields in a form in Layout Rules?
Hi I have Layout Rules working well BUT I am Showing Sections I need But I can't seem to work out how to only show fields in the section / Hiding the others - what am I missing
Mail Outgoing blocked. Reason :Mail rate exceeded limit
Hello, I recieve this message: Mail Outgoing blocked. Reason :Mail rate exceeded limit Can you unblock my mail: info@gensoft.bg Thank you, Mihail Irinchev
How do I apply a standard onboarding/welcome email to a new ticket?
New Zoho Desk user. I would like to create a series of standard messages for specific situations (e.g., onboarding welcome message) that can be applied to new tickets. It seems like email templates can only be applied to ticket responses.
Customer Ticket Template
Hello, is there a way to create a new ticket format when customers opens new ticket so that every time any customer wants to open a ticket he has to fill some fields like Ticket Reason ( issue , question , request ) Ticket Department (Reporting , Support
Send SMS via workflow rules without a function
Hello, I've been building all my Email templates in Zoho and I also want to send SMS messages along with the emails. In the picture below, this is how I send email templates without coding. Is there a similar option for SMS messages? Is this possible
Puvi font for Zoho Mail
Hello everyone! We hope you're doing great! We're here with a new and exciting typeface for Zoho Mail. Let us read further to know more! Puvi is a typeface made in Zoho. "Puvi" (புவி) is a word derived from Tamil, an Indian language, and it originally
Zapier integration Name Field
Hi, I've done plenty of integrations from Webflow to Zoho Creator in the past but i'm struggling with this one. I have a form in my Webflow site which captures First Name in one field, and Last Name in another field. I'm using Zapier to push the data
Can't get verification invitation for new users created
While trying to create an new agent in Zoho desk,The invitation isn't received in the email inbox.
How to: Create Tabular report of non-matching column headers from header table and deals import
We have a vendor that we need to provide sales data to in a nightly report csv file. We need to produce a csv file of all Deals created for the day within certain criteria. As in: "Form Type = wexham" and "Deal Disposition = Approved" for the date of
Problem adding new user "This user is not allowed to add in Zoho"
Hola equipo de Zoho, tenemos el dominio @GRUPOREYNOSO.COM, al agregar un nuevo usuario nos da el mensaje de error: "Este usuario no puede agregar en Zoho. Comuníquese con support-as@zohocorp.com para obtener más detalles". Y al agregar un nuevo alias
Refer already filled template value in another template
I have created one fillable template which will be acting as single source of truth for my other templates. 1)I have also selected Save a copy to folder after submit. I have done self submit on my form and got the success popup. But when I check my folder
email not sending
I got a notification that my SPF record isn't correct i corrected it and i can't still send out mails i get this error
Changing My Domain Name in Zoho
I bought and registered my domain name (hermeslogisticsgh.com) in Zoho. But during the registration of the company name, I was informed by the Registrar General that Company name was already taken. I have gone ahead to register a new company name and
Unable to sign in. Try again or create an app password for this account.
Hi! Can you help me with this issue? I was able to login my Zoho using my outlook, but 2 days ago, its's not accepting the password. Not sure what to configue in my Macbook. Thanks!
is zoho blacklisted by Meta(facebook/instagram) ?
hi, I created a email "contact@hellorohit.com" . i have sent outgoing email from this address and i have received incoming emails from gmail,twitter and github. But when ever i try to signup for Instagram , Facebook the email does not come. i have tried
reactivate closed email account
Is it possible to reactivate a closed zoho personal email account? I deactivated an @zoho.com email account because I had attached it to a business account for my domain, but I then decided that I wanted the business account to be separate from the business/domain account. The only way I could see to do this was to deactivate the personal account and register the business account from scratch separately. But now I would like to reactivate the personal (@zoho.com) email address, without linking it
i paid for one month subscription but it still working on trial version.
How to know that my subscription pack is working. My money got detected from my account. But it is not showing anything regarding my subscription.
Circular logic trying to verify an email account I added to my account.
I created a new domain with two licenses and added 2 new email accounts. The first account worked fine but I can't verify the second account. Something is very strange with Zoho and automatically pulling data from, I assume cookies. In any event, The
DMARC reports showing 0% SPF Aligment from emails from Zoho. What's the correct SPF Record
Hi Everyone, We are trying to improve our email security by blocking all potential threats but getting the correct SPF alignment from emails sent from Zoho is proving to be more difficult than imagined. As mentioned in the setup / dkim, we used the following
Credit Note: copy / duplicate
We are not able to create a copy or duplicate of credit notes; Sales (Customer) and Vendor credit notes are used by our company frequently and having the duplicate button (in view mode and in list mode) available would save us tons of time and errors.
How do I (admin) deny the possibility of recalling reports?
I would like to deny submitters in my company the ability to recall reports, at least without asking for permission from the admin. Is there a way to do that?
How do i cancel an Upload from WorkDrive App?
Good Morning. i have to upload a lot of files to the workdrive cloud... After some files being uploaded the upload stopped and the remaining files where not uploaded. So the whole upload stalled because of one file not beeing able to upload. How do i
Add Purchase Requests to the User Activity
We check the activity logs of our users from time to time through the Analytics. But only Expense Activities are tracked, so please add activities through Expense Reports, too.
How to moving related list from contact to leads, like event, calls and tasks.
I am able to move all data fields, now when I try to move calls for example, I have code like this: calls = zoho.crm.getRelatedRecords("Calls","Leads",leadId); for each call in calls { info call; callmap = Map(); callmap.put("What_Id","4991545000000614159");
Super Admin has to contact administrator??
Received this error trying to set up the Tasks App.... but I'm the super admin of our org. How do we get around this?
CRM Export to Zoho Sheet Option
It would be very nice if we could export Zoho CRM Reports to Zoho Sheets. As of now, export options are Excel, PDF and csv. While those options work, it would be nice to be able to export directly to the Zoho ecosystem. : )
Categories and Sub Categories
Hello. I'm trying to find a way to change the Categories and Subcategories in Desk. I'm unable to find a way to change, add, or remove anything. When we create a new department we might need to add a few other fields to fit the inquiry user contact us
Showing All Channels in Help Center is Problematic
Hello: There needs to be a way to disable channels featured in the Help Center. Nobody in our industry uses Twitter or Facebook and it looks like we are being unreachable by not setting up the Feedback Widget. Is there any way this can change? Also, there
Copying a milestone
Hi, We have completed a fairly detailed milestone with a number of task lists and tasks. We now have a few projects which require the same tasklists and tasks. Rather than recreate them all - is it possible to copy the milestone? Thank you Marc
Zoho Campaigns, segments and syncing
Is it possible to regularly sync my segment groups so that when the contact information gets updated in the CRM it transfers over to segments without having to create a new segment every time? For example if a contact is in my 'active clients' segment,
Easily create personalized Writer documents in bulk with your Zoho Creator data
Hi everyone, We're excited to share that we've added Zoho Creator as a data source for mail merge templates in Zoho Writer. Zoho Creator is a powerful low-code application that collects different types of data. By configuring Creator as a data source
Zoho Notebook Windows 7 version
I believe it would be great for the standalone Zoho Notebook Windows version if it is compatible and released for Windows 7! The Microsoft store is only compatible with Windows 10 and users like me who doesn't have Windows 10 will get dissapointed, and I am dissapointed about this. I hope you lovely guys at Zoho considers!
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