Sending mail from Zoho address using Gmail?
I'm trying to send mail from Zoho using gmail. I have attempted all of the ports and put my user name and password and i changed the Smtp to smtp.zoho.com I'm still getting a message that it authentication failed. I know all of the information is correct. Can someone help me??
Editing User Info
Hi, I'm planning to edit the details of some users in our ZR, such as First Name, Last Name, and Email, due to misspellings and wrong info. Will it affect the user's current permissions or access to modules? Thanks in advance.
Solo Lawyer seeks guidance
Zoho for solo lawyer (child welfare/parental rights) I do mostly "low-bono" work for the state as an appointed lawyer in child dependency and neglect matters that all get billed to the state's Administrative Office of the Courts (low pay & capped) where
Integrate private LinkedIn profile
Hi, I have integrated the LinkedIn profile of my company, but I have a greater network on my personal profile. I tried to switch integration, from my company to my personal but it does not seem to work. What is the solution here?
Is it possible to create subform rows in a Zoho CRM object using Flow?
If so, how?
Zoho Flow and Bigin connection
Interested in hoping to set up this flow. Zoho Bigin: > Deal has been won > Project is created in Zoho Projects, with the title of the company of the deal > Each product is made into individuals tasks under that project
#SolutionsTalk - Free live webinar on "Gateway to Great Financial Management: Balancing Cost & Growth"
Hello everyone, Zoho Books is launching an all-new "Solutions Talk" series where you get to interact with industry experts and discuss business specific use cases, trends & insights. Here's the first one: "Gateway to Great Financial Management: Balancing
Using different attachments in Dynamic Content
I want to be able to have a button in an email sent as part of a journey that links to an attachment. However, depending on a field, I want to have the link go to different attachments. For instance, if the lead selects Option A, I want to have the link
Simple Question...Is it possible to delete cancelled appointments?
During the testing, setting up and later where some customers had trouble, has caused quite a few cancelled bookings to clutter up the List View. Am I missing something in not being able to find how to delete these altogether? Thanks
Zoho forms <-> Zoho CRM Integration
Dear sirs, I am trying to setup a Zoho form, which I can send out from our account module. The form should be mapped with fields from the account module. I encounter this problem: I create a form with a Zoho CRM (advanced field) and define the following:
Simple Conditional Assignment not working
I'm just testing what we can do with Conditional Assignment, and even setting up something simple isn't working. I've created a Zoho One group called "Ex-Emmployees" and set the conditions as : IF Group.Role is not "Moderator" Application Setting User
CRM calendar not syncing with Zoho Calendar
The sync is not happening: This is my Zoho Calendar CalDAV synced with Outlook This is my Zoho CRM Calendar (sadly empty ...) I have enabled CalDAV Access. In Zoho Calendar, I have set up APP Calendar sync like this: What else can I check? Thank
Make Zoho Sign Pricing More Scalable
Hello, As a Zoho One subscriber, we love how Zoho WorkDrive grants us more storage as our licensed users increase. It makes sense that we're paying for another user license and therefore we receive more storage. As we are preparing to move over to Zoho
Allowing other users to edit Smart Links that others created (Zoho Marketing Automation)
I am a Zoho One Subscriber. We use some features of "Zoho Marketing Automation" in our work. I have a team of four including two business owners (myself and my wife), and two employees. I need to be able to allow other users to "edit smart links" others
Bug in Zoho Analytics - Zoho People sync fails if you use Zoho People APIs
I didn't see this mentioned in anywhere: If you run too many API edits/adds in Zoho People it will break the interfact with Zoho Analytics. I'm not sure what the threshold is at this time.
Zoho Catalyst integration?
Hi! Any plans to add support for imports/exports from/to Zoho Catalyst Data/File Stores? Thanks in advance.
Re-Open a Task without Re-Opening All of Its SubTasks?
Is it possible to re-open a task without re-opening all of Its subtasks? There are times when a previously closed task needs to be reopened and have a new subtask added to it. But when you repopen the task all of its subtasks are also automatically reopened, even if the subtasks shouldn't be reopened. This is confusing and makes people think that all of those previously closed subtasks all of sudden need work done to them. The system also sends an email when it does this. There needs to be an option
Delete Users from zoho one?
Hy , I Have Super Admin Access but im not able to delete User .How can delete users from zoho one?
Stop Automatic Change of Status when Interview Scheduled
We have a phone interview process. We want to be able to have two seperate statuses depending on interview type (Phone and In Person). But every time we schedule the actual interview -- the status changes to the default Scheduled Appointment Status. I
Blueprint vs Workflows
Hello, I am setting up all my automation for Zoho Recruit. Is this best done in WORKFLOWS or in BLUEPRINT. I want to trigger status changes and email automation.
Are there any plans to add Triggers for Subform edits?
By The Grace of G-D. Hi, How are you? Can you tell me if you have any plans to support subform edit as a workflow trigger? And what about have them trigger an "onChange" client script?
Need blueprint button on Mobile.
Hello, Need blueprint button on Mobile.
Do I have to get rid of MS365 Outlook?
Hello. We are on MS365 and currently starting with Zoho One. I'm confused about the different options to connect Zoho with Outlook, but I cannot extract the best solution from all these options. I can not find any pro and cons to switch over. We will
Subject Line Editing
Good morning How can we change the subject line of an email?
Unification of email communication across all Zoho Applications
Hello Users. After reading these community posts for days, I would like to propose an enhancement to make all of our lives easier. It is about the outbound emails sent by any of the Zoho applications. @All readers: if you find this a valid requirement,
Incosistent Data in Zoho One Bundle
Hello, is there a full description about the calendar functionality in Zoho One? This is not the first objective, which doesn't seem to be consistent amongst all applications. Topics we are looking for: We expect a single calendar per person, where all
Zoho Calendar sends Event declines on behalf of MS Outlook
Hello, I'm syncing my Outlook Calendar with Zoho Calendar as recommended in your KB article https://help.zoho.com/portal/en/kb/calendar/syncing-other-calendars/articles/caldav-synchronizer-for-outlook#How_CalDAV_sync_for_Outlook_makes_your_work_easy And
Switch to providing a convenient Calendar solution
The IDEA: Please build up a single, central calendar solution where any of your applications will interface by default to make it easier and more transparent to the users and administrators. @All readers: if you find this a valid requirement, please don't
Deleting a Webhook
Hello, I am trying to delete a webhook with in our CRM. The webhook is between CRM and Flow. I have removed all CRM connections within Flow, but when I try to delete the webhook I get this message: "Sorry! You cannot delete this Webhook as it has been
Introduction of Robotics Process Automation in Zoho products
It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, Omnipage
Problems with the builder not saving my edits
3.2.23 Has ZOHO sites been down/slow/having tech issues?
About Account Registration Function in Member Portal
I would like to know how to set the account role to customer automatically after the user sign up the account.
Request Client Login Details Securely
I have clients who need to give me their login credentials to do their work. We use Vault internally and have that integrated with Desk. I was wondering if there is an extension that allows us to get our clients to complete a secure form and store that
Zoho One Mobile Device Management MDM feature
Dear Zoho Corp., during the last Zoholics in April 2019 it was announced that Zoho One would have integrated a Mobile Device Management MDM feature. We thought it to be a very useful addition and since then we've keep the Zoho home page monitored but we still can't find any beta access nor ETA for that. We'd be glad to know if the product integration is still under development in order for us to plan deployment or check for another solution accordingly. Kindly regards Marco Carolli Zoho One MDM integration
Best way to track time without project
I need a very simple solution for someone to log how many hours a week they are working. That's it. No need to attach it to a project, customer or anything. I have looked into Zoho People, Zoho Projects, Zoho Books Time Tracking, Zoho Payroll, and can't
Construction Project Management
Has anybody efficiently and successfully done construction project management through Zoho One or the Project module including budget an$ job costing?
Conditional Assignment : How is it triggered
How do I trigger the conditional assignment of apps for existing users? For example if I have an employee that has been promoted to a manager I will need to change their designation and add them to a new group - can this trigger a change in their roles/permissions
Seeking design ideas to "associate" a CRM custom module record with a People and/or Projects Task-level record using a "timer"
Use Case; Designer starts and stops a timer associated with a record in a custom CRM module. There might be multiple work sessions for a single record. (This functionality is identical to how a Task in Projects works). Timer(s) are added to a timesheet
Career Site's Candidate Application Form: Enable OFF as an alternative for Candidate's field Email
We would like the full configuration flexibility (Required/Optional/Off) for all fields which are not mandatory for the creation of a Candidate record. Especially the Candidate Email field. We use the new Career Site and the Candidate Application Form.
How to buy more mail storage as a Zoho One subscriber?
Dear Zoho Support Team, Our organization is a Zoho One subscriber and has been enjoying the benefits of using the platform for business. However, I have recently encountered some issues with my mailbox being full, and I am in need of additional storage
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