Recent Topics
Problems and errors importing employees (People v5)
We are setting up Zoho People for the first time and want to get employee data into the system as fast as possible. We have tried three different ways but they don't work. Using the Zoho One Using the Google Workspace integration Importing a csv file
My survey is getting tons of responses but no one should have access…why?
Did my survey get a bot attack as soon as I put it on? I have like 200 responses. Where are all these coming from? Can I someone talk to me and find a way to fix this? Do I need a capcha thing on zoho surveys? I need help ASAP. This is so disappointing!!
Email Distribution - Unique link by group/multiple emails
Hi I would like to know if there is any way to send a unique link to multiple emails via email distribution. Example: 1 unique link for Group A, 1 unique link for Group B, 1 unique link for Group C. Each group has 3 emails/persons. So, if Person 1 from
Price Lists
Hi We have over 100 customers and thousands of products, and every one of our customers has a different price for every product that we sell. When the buying price of a product increases, is there a quick way to increase the selling price for all customers, or do I need to edit more than 100 price lists every time a buying price increases? Thanks Keith
Guidance Needed: Best Zoho Application for Managing Installer Tickets with Photo Uploads and Dashboard Tracking
Hello Zoho Community, I am seeking advice on the best approach to create a ticket management system tailored for our external installers. We are a manufacturing company specializing in kitchen and bathroom cabinets, and our external installers use a Zoho
Business Hours with lunch break
Our business hours are: mon - fri 08:30 - 13:00, 15:00 - 18:30. How can I handle the lunch break? If I use 8:30 - 18:30 it obviously breaks SLA. Thanks
Log a Call Function
First, thank you for implementing the Log a Call function. It's been a frequent request on our team before we can adopt Zoho CRM, and this helps remove that. However, one small detail: the reason people wanted Log a Call was to quickly log a call's activity with the minimum effort possible. With the structure of the new Log a Call function, you have required several fields that are unnecessary for most people and that significantly slow down salespeople or CSRs in logging calls. Could you please
Mapping “Account Name” from CRM to Campaigns
I’m syncing our Contacts list to Campaigns and want to select “Account Name” as an available field. Account Name does not appear in the drop down menu for CRM field even though Account Name is a field in our standard layout. How can I make it availa
Syncing with Google calendar, Tasks and Events
Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
How can I make time entry mandatory for tickets?
Hi guys, I just want to make a time entry field mandatory for tickets. How can I do that? At this stage of our usage, it's not mandatory and it could be forgotten to input a time for a ticket. Thanks in advance
Include Suggested Articles in New Ticket Email
When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended
Zoho Shifts Connection
I'm having an issue with Zoho Creator Custom Connector not refreshing its tokens. I have a function that pulls data from Zoho Shifts nightly. However, every night the connector access token expires and the only way to fix it is to go and revoke it anywhere
Using a Zoho Analytics table as a datasource in Zoho Creator
I'm wanting to build an interface in Zoho Creator for data in a table in Zoho Analytics. Most of the searching that I have done is about using Zoho Analytics to report on data in the Zoho Creator app or to use Creator to add or modify data in a Zoho Analytics
Email already exists problem
Hello, I'm having a problem with new domain. I have just created a new account and linked my domain to it, but cannot create mail account info@esperanza-management.nl, it says that given mail account name already exists. I'm attaching screenshot with
Location Lookup
Hi Team, When I enter an address into the location field, there is no map address lookup happening. What setting have I missed that will get this working? Kind Regards John
Regarding developer support for Creator
Hello Team, We would like to understand if there is any developer support available for building creator application directly from Zoho's team and not via partners. Please let me know. Thanks!
POP3 not working: User already specified
I am able to access the webmail, but I am not able to access my email via POP3. I never changed the configuration or the password. I receive the following error: User already specified. I already contacted the phone support they told me they would fix
Adaptación de zoho books a la nueva regulación de facturación electrónica
La facturación electrónica será obligatoria para todas las empresa en España en 2025, en Francia probablemente también e imagino pronto en todos los países europeos. Ya en 2024 todas las empresa grandes tienen que utilizar el sistema de facturación electrónica.
Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open Activities
Reporting on what content activity to deals
I have salesIQ set-up with CRM. Tracking looks good. If I look at a contact who initiated a deal I can see their activity and understand what content and campaigns contributed to the deal. What I would like to do is understand that on aggregate: If I
File Upload Limit
About the File Upload and Image Upload field types in Zoho CRM Currently, I am aware that each field has a total file size limit of 20MB. I would like to ask if there are any corresponding limitations on the total storage size in Zoho Drive or across
'email address already exists'
I deleted a user from my organization and want to use the same email address that user had, but the email address seems to still exist somewhere as I get 'email address already exists' when I try and create it. I have deleted the entire organization and
Unable to Create a New Zoho Mail Account
I am trying to create a new professional email account on Zoho Mail. However, I noticed that the "Ad Console" section, which I believe is required for this process, is not appearing in my profile. Could any one please help me, why this section is missing
Multiple Zoho Accounts on Android/iOS Apps
I'm migrating two of my companies to Zoho platform while ditching Google Apps. I can't seem to find a way to access both accounts on the Android or iOS mail app. Is there any other way than POP3?
Is Conditional display of field(s) possible in a Canvas Customer Portal?
Is Conditional display of field(s) possible in a Canvas Customer Portal? How?
Attempting to migrate email data from Outlook failed (repeatedly)
'Authentication details provided was rejected by Source server. Kindly provide valid username and password.' That's the error message I keep getting when I try to migrate my old email data from Outlook to Zoho. I've confirmed the username / password are
How best to use default modules for our CRM implementation?
Hi Im using Zoho CRM for a client who has a wedding venue. We want to use the CRM for Leads through to converted customers. We also want to use the CRM to manage wedding events and have a list of recomended suppliers (florists etc) that we offer to our
Zoho Expense - Multiple Credit Cards
Hi, I have two questions about credit cards in zoho expense (Canada). 1. We have multiple credits cards (i.e. two amex's, 3 visa etc). When I set the amex cards up they all come into the same expense account (unsubmitted). Is there a way to direct where
SPF configuration in DNS
Hello Zoho Support team, I have a problem with the configuration of SPF. I have read several documentation from Zoho to configure it properly but it is still not configured properly as you can see here https://zohomail.tools/#runChecks/sans-institute.online
Problem with Cadence enrollment / using same Cadences for one contact more than just once / deleting completed Cadences
Dear all! We’re experiencing an issue with Cadence enrollment when assigning Emails to tagged contacts. Recently, I tagged 12 contacts to assign Emails, but only 3 were successfully enrolled in the Cadence. Upon review, I found that enrollments only succeeded
Zoho email experiencing delay when receiving emails from AWS SES
When sending an email from our SES, our non-Zoho email is receiving emails almost instantly with a 1-2 min delay, however, the zoho email we send to is experiencing delays from 3-4 hours and sometimes dont recieve them at all. Any idea what might be going
Canvas: is it possible to have a fixed header?
Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!
Questions regarding WorkDrive
Here are my questions regarding WorkDrive: Does WorkDrive have a limit on the number of downloads? What will happen if a file is downloaded excessively? Does WorkDrive have any restrictions on download speeds? Are there any limitations on downloading
Request to Customize Module Bar Placement in New Zoho CRM UI
Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive
IMAP not syncing emails
Hello, i have my zoho email connected to the Outlook app with IMAP and the past Tuesday it stopped syncing the emails. I tried deleting the account and adding it again but it didn't help.
Kaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using Client
Zoho Books / Zoho Inventory ??? WHY ????
I noticed in the Zoho Books What's New page: ------ 18 January 2021 New Line Item Fields You can now display the Brand and Manufacturers fields in the line items by enabling them from Templates. This option is available for organisations with Zoho Inventory.
【Zoho Flow】外部連携のエラー
Zoho Flowの外部連携にて、Google sheets(スプレッドシート)との連携をしているのですが、先週から添付画像のように「”\n”」というエラーのポップアップが表示されます。 解決方法をご教授いただけないでしょうか。 ▼挙動詳細 特にフローを触ったわけではなく、フローが実行されていないことに気付き、他の異常が見つからなかったため再連携した際に気付きました。 同じ設定で新規外部連携をした際、一時的にエラーは解消されましたが、時間がたつとフローが実行されなくなります。
Tracking against a bucket of money
I charge my clients in blocks of $250. It can be pay as you go or monthly subscription based. I have 3 tiers of services each at a different hourly rate. I’m looking to keep track of the $$ bucket and deduct $$ as I work on projects based on the service
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