Pipeline by Stage function?
How do I activate the ability to use the Pipeline by Stage function? I am getting this message on my dashboard: You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs
【Zoho CRM】インポート機能に関するアップデート：Zoho Bigin から直接インポートが可能に
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回の記事では、インポート機能のアップデートにより、Zoho Bigin から直接データの移行が可能になったことをお知らせします。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ 【Zoho
Refund Extra Storage 5 GB purchased by mistake.
Hi, please support me with a refund 559.25 EGP purchased by mistake. Item 310730S Description Service : Zoho Workplace Plan : Workplace Standard Extra 5GB Storage : 3 Payment Duration : Yearly Start 15 April 2023 End 09 April 2024
Have their been recent changes to the Comment via email feature?
Today I notice that when I forward an email to an existing ticket, I am creating new tickets instead of the email being added to existing tickets. I tried this several times today to make sure that I sent the email to the correct email and department
How do you send from different email addresses?
When I send an email from a contact, I might not want to use email address A but email address B. How do you set this up?
Outbound Phone script in the Leads Moduel
I am looking for a Phone Script Prompter when I make outbound sales calls. example I go into the Leads Moduel and make a Outbound sales call to a lead. when the lead picks up the call, a phone script pops up and guides me thru the call. once the call
Combining Lists and Segments for a single mailer
Until today I have been able to add lists and segments to a single mailer. I have now been informed by Zoho Campaigns this is no longer available. and that this feature was removed a year ago, even though I have been using it up until last month. The
draw list from mt site
Perhaps it is possible to make a group so that it is possible to draw the list of those registered on the website directly into the group in the profile I created. I have website bet365 and I can't go through a big list of several thousand subscribers
Stock images in campaigns
I've been using Zoho Campaigns for a few years and regularly use stock photos and images available in the images section. Today I was composing a new message and couldn't find the area that used to contain the stock photos. Has it moved? Is it gone forever?
Sufficient Permission message
I am suddenly unable to access my documents. I get the message, "Oops! You don't seem to have sufficient permissions to access this document." Very odd, considering I am signed in. Please help!!
Add contacts to an automated workflow that met the trigger *before* workflow was activated
I have an automated email workflow in Zoho Campaigns for new customers that triggers when their (custom field) "customer" status in Zoho CRM is updated to "true", and it is happily picking up all new customers. What is the neatest way to manually push
Reorder report search fields
How do I rearrange the order of the search fields for a report? We have a lot of fields and it can be difficult to find the most used relevant ones that can be buried down. I tried to look at the application IDE and that does not have any effect. Something
Email template background
Is it possible to change the colour of the background of an email??
formula needed
I'm new to Zoho after being a Google Sheets user for years... lots of things I despised about Google Sheets... I now find myself missing ONE feature... their script editor... because of ease of use for my "lack of knowledge" in this area... I know enough,
[COUNTIF/SPILL] Trying to find result that fills 2 conditions at once / SPILL results
Hi! I have the following formula from an imported Google Sheet =countifs($B$2:$B; "<>0" ; $D$2:$D ; FALSE)*220 In the B column, I have a list of dates In D column, I have a list of booleans (TRUE/FALSE checkboxes) Opening this formula, we have: Range
Rounding a Project Task's total hours instead of each timed entry
Hi. I'm new to Zoho Invoice and have been loving it since switching over from my previous time tracking and invoicing app. One major difference, though, is how it handles rounding. I noticed today an invoice with an amount much higher than expected. The
Cloning landing pages
Hi! I have a landing page that I need to clone to create several versions. The page contains a pop up with a lead capture form. When I clone the page, the pop up is not cloned and I need to build it again. Is there a way to clone the page without having
how to migrate documents to zoho workdrive
How can i move my files to workdive from zoho docs
Not creat ticket from Web Form Zoho Desk
Hi, When creating a ticket through the web form, I get the message: Oops! Your form details couldn't be submitted. And this only happens with some users and in some cases the user manages to create the ticket normally, but in most cases it does not.
Using your software for our clients
Currently our Firm is using your cloud based software for our clients . As and when we need your assistance on various accounting solutions, we will keep in touch with your firm.
Refpro Afterales
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Add Javascript on Workflow -> Send Email Notif ->HTML
Hi Zoho Team, Requesting to add Javascripting on HTML edit field so we can expound and apply more functions to it. As of now, it seems dead-end on our part as we don't have option to iterate table rows upon submission of the form. We will not take the
Help with scanning a barcode serial and transferring the scanned serial to another lookup field in Zoho Creator
I have two fields, same form: a barcode field and a lookup field. I want to scan a serial with the barcode field, and then put the serial in the lookup field, but I keep getting an error. The barcode field is a string field apparently and the lookup field
Issue when requesting api embedtoken
I am making an api request. /api/v1/requests/{REQUEST ID}/actions/{ACTION ID}/embedtoken And I get an error {\"code\":1011,\"message\":\"This account does not have the permission to sign the document\",\"status\":\"failure\"} I have a trial account What
Email upload documents not working
Hi I'm trying to upload documents to the project via email. I'm using the email address supplied by Zoho Projects, [business]_[project]@documents.zohoprojects.com, but nothing is coming through to the Documents tab. I've tried sending it from different
Location Field not found for use
I am wanting to use a Location Field that I've seen in some solution templates however in my list of Basic and Advanced fields there is nothing called this. I don't want anything as specific as an Address and unfortunately the Address field type requires
IMAP not returning emails for both Thunderbird and K9
Hi, for a few hours I haven't been able to download my messages through IMAP both on my laptop via Thunderbird and in my phone with K9. There are no error messages regarding my credentials, it's like there are no new messages to download, but I can see
Notifications for tickets that you have no permission to view
When a ticket is in a or moved to a department that the agent has no permission to view, sometimes they still get notifications for these tickets, such as comments being left. Then they click on them and it says they have no permission. How can we disable
Custom Function for Milestone Auto-Complete
A custom function is a piece of software code that can help automate a process. Users can write their own Custom Functions using deluge and call them from a workflow. Let us take a look at how custom functions can help organizations manage their workflow.
Zoho server reply with error when Google Calendar send notification to our team member cpm.rs is hosted on Zoho
Reporting-MTA: dns; googlemail.com Arrival-Date: Tue, 24 Jan 2023 03:40:03 -0800 (PST) X-Original-Message-ID: <calendar-6c648406-b041-4588-bdf0-b08a2d2e0a46@google.com> Final-Recipient: rfc822; snezana.blazic@cpm.rs Action: failed Status: 5.2.3 Remote-MTA:
One big app or multiple small connected apps?
I have a question for everyone on their thoughts and knowledge with app design. I was originally using Appsheet before coming back to Zoho Creator. I am building an app or apps for my house flipping business and it has many facets such as CRM, project management, logistics, material lists, etc, etc. With Appsheet, the more tables, forms, and data you had in one app, the slower it became and would take minutes for the backend to reload after each edit. Creating multiple connected apps was way too
Adding custom Fields to Cliq
It would be great to be able to add an extra custom field within cliq. I would like to be able to add a title eg project owner, director etc next to people i am linked to. This becomes useful if you have lots of external contacts that you have connected to.
Increase the frequency of calendar sync
Its great that we can subscribe to our project calendar via gCal or iCal links, but it only refreshes/syncs down every 6-7 hours. I would prefer it to be instantly, but i understand that might be tough. Would it be possible to increase the sync to hourly at least? 6-7 hours is a long time to wait for our iphone calendars to refresh.
Profiles - Comment Edit/ Delete Permissions
Posting comments under a task, a milestone, or any other module is an important way to collaborate with your team members. You can now set permissions in Zoho Projects to have more control over the module's comment section. For instance, if you want to
Recruit - Automation for Interview + Booking Link
Hello, We are using Zoho Recruit Booking link to schedule in person interviews. I had created an Workflow to include an email sent with interview details after the interview was booked. That email is not going. See attached. Secondly, the email that is
How to setup Tasks for multiple sections
I have various sections that could each have their own set of tasks associated with a record. For example for Projects there can be tasks, for Contacts there can be tasks and for Opportunities there can be tasks. Is it better to create a a single Task
Lead language automatic recognition
Hello, we connected our website forms with Zoho CRM. Each form contains the following field: - name - surname - phone - e-mail - country - message area (which is mapped to an "initial message" field on Zoho CRM). On Zoho CRM every lead has some additional
Workflow scheduled action conditions
I am trying to create a workflow where when a record is created, if the status is "Raw Lead", an email goes out. Then in two days, if the status is still "Raw Lead" then a task is added. Then in two weeks, if the task is completed and the status is still
undo action
I recently edited my opening balance accidently. now i need to undo that action. can anyone help please
Bulk Import to Update Records
Trying to do a bulk update, 8000 records to change ownership. However, the process is creating new records and not updating. Using Lead ID to match an assign rule to change the name. Assign rule works But, records are created and not updated. CSV file, using 3 columns: Lead ID, Company, Last Name Duplicate Matching ID: Lead ID Like I said, ownership changes but record is created and not updated. What am I missing
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