Report regeneration
Report not regenerating - getting the msg regeneration in progress for long time. We are maintaining payment report which is referred on saturdays. It has become a problem as there is issue with the report and no support on saturdays to solve immediately.
Can't assign a new user to CRM Application
Hi, I've created a new user on the Admin pannel. I succeded to assign him to more than 20 applications but I'm not able to assign him to Zoho CRM. This is the errore i get: "Error Occurred!" Please help Thanks
How can I delete 'Powered by Zoho Recruit' from the footer in the Career Site?
Hi I would like to ask How can I delete 'Powered by Zoho Recruit' from footer in the Career Site?
Overview of Databases and Reuse in Zoho
Good Afternoon, I am looking for information on how databases work in Zoho. From what I gather, databases "evolve" as forms are built and repositories (database) are established to store the captured data. As a database developer, I've been trying to
Problem of receiving emails
Hello, I can't receive emails from others, I have my email related to a domain, and I think the MXs are Okay, but You can check it please to get sure. Usually, I receive emails, but when I don't work with it for a while, it's like it automatically deactivates,
Change User
If I change one user in Zoho CRM and add another user, then how do I get the data of the old user into the new user? I use Zoho One
ZOHO - Customer Accounts Management - Subscriptions and Billings
Hi Zoho, I love the Zoho suite of apps and have five (five) subscriptions for five different companies as I am a solo-entrepreneur. One suggestion I have: Add the Customer ID to all your invoicing, billing, receipts and communications. Currently, you
Domain Mapping issues with Safari/Go Daddy
I have been having issues with domain mapping in Go daddy? If I try to enter the forwarding details in go daddy it is not saving... Go daddy says it is ZOho issue. Can any one help?
Copy Value from one field from one Module to Another
Hello! So, I tried making a ticket about this with a chat representative person but it didn't really help me much so I was wondering if you guys could help me understand this better. I'm new to Deluge but the idea is there's a "Lots" field in both Contacts
Ship to Address
Hello, Is it possible to include a name in the ship to address? We have customers who have a corporate bill to name with a different name for the ship to address. An example is Bill to: Bob's Playhouse 240 Corporate Drive, Any City, CA Ship to: Jimmy
Zoho creator authorzation
Hello, I had created app with zoho creator, and trying to fetch zoho books record from it, but it gives me, response = zoho.books.getRecords("Items","****"); info response; {"code":14,"message":"Invalid value passed for authtoken."} Am not getting any
Missing information when Zoho CRM & Campaigns are synced
I set up an "immediate sync" option between Zoho CRM and Campaign applications and mapped two more fields, besides the pre-mapped fields (i.e, last name and email). But the sync is not retrieving the data for the custom fields from CRM. I even clicked
The domain which you have entered belongs to another deployment/region.
Hi, I am trying to add a user with their email address to our Zoho One organization but keep getting the error message: The domain which you have entered belongs to another deployment/region. I have users with the same domain added, but this particular
Incoming emails sent to more than 1 email address - how to disable
Hi, Any incoming emails that are sent to me are also sent to another colleague's email address so that nothing important would get missed. I want to disable this now so only I receive the emails but I cant see anything on the settings to remove my colleagues
1 Parent 2 Brands - Zoho One
I am going crazy trying to find an answer to my question. Can I have 1 parent company and manage 2 brands under the one Zoho One subscription? I have contacted Zoho Customer Support numerous times, each time a different answer, googled far and wide and
List of followed tickets
Hi, Just wondering, is there a way to get a list/report of all the tickets you are following on Zoho Desk?
Can I send email in zoho campaign choosing contacts from one brand among three brands that I have?
In my company, we have 3 brands. We have set up brand custom fields in sale orders already. But we want to send different email (zoho campaign for email marketing) to each brands' customers. For example, we want to send Birthday Wish to my customers
Não estou recebendo email
Prezado (a), boa tarde! Estou com problema no meu e-mail, consigo enviar e-mails normalmente, mas, não estou recebendo nada, nem resposta de email já enviado. Conseguem me ajudar? Obrigado.
how To add tds in invoice as per new rule SEC194Q
how To add tds in invoice as per new rule SEC194Q
Integrating Saas Product for Automation and SErvice
Hi, We are a B2B Saas product for small and medium retailers. I marketing automation and service product. However, my biggest challenge is that the data for everything comes from the product. When a person activates a particular feature in the product,
How to assign leads to another user?
Hi we are a small team of 2. I created leads lists that the other user can now see (we made our records public to all users to achieve this) But I have leads in my dashboard I wish to allocate to the other user but cannot see how to or find any help
Please alpha-sort lists in all places in Zoho
Hi Zoho, I love you. You love me. I'm begging you to please alpha-sort the many lists that Zoho uses to communicate with us. Here is one example of a list I needed to navigate this morning. By the time I found what I was looking for I forgot what I was
Exporting from Typepad Blog to Zoho sites blog
I am finding it difficult to do this. Has anybody have an experience doing it? Pls let me know.
Create an Opt-in Page
When visitors land on my site, I would like to have a pop-up so that visitors provide contact information in exchange for a free ebook. I looked at the pop-up templates provided but they do not allow me to input content. Please advsie. Thanks.
Blank screen when editing email content on survey campaign process
I am trying to set up a survey campaign with a reminder loop. I can add the process block for the survey campaign, I can add an email template but when I click next I just get a blank screen. If I go out and back in I still get the blank screen. Can
Share lead/contact/account option in Zoho CRM
Hello, I wanted to ask if there is any plan for the future or idea to extend the option for sharing leads/contacts/account/deals in Zoho CRM with other employees? We use "share" option very often, however it is quite problematic when someone has to share
Proposals system in Zoho One
Hi guys, I've come from a Xero/Quotientapp world where creating quotes/proposals was really straight forward. I was under the impression that I would be better served with Zoho One to do the same job, but I'm finding the quoting system quite limited as
Zoho Analytics : Zoho Databridge, Data Source ownership
Dear Zoho Agent, I'm currently working for my customer to implements Zoho Analytics Report and Dashboard. After deliver project to my customer I would like to transfer Zoho Databridge and Data Source ownership to my customer. Would it be possible to transfer
Problem with linking Zoho Mail, Gmail and Zoho Crm
I am currently using Gmail as my email client. Gmail has been successfully synched with Zoho CRM and there is no problem sending and receiving emails here. I have also set up an IMAP synch between Zoho Mail and Gmail from the Google Workspace. I can send
using subscriptions as an online shop?
Hi, we're selling software products with one-time payment and also recurring models. We're using an external billing system - so we dont want to use the invoicing process of Zoho - but we want to the system as a marketplace. Means - a customer can subscripe
Poor webhook/integration support
Hi there, I have tested the following methods of integrating Backstage with 3rd party applications: Zapier Zoho Flow Webhook The biggest limitation with methods 1 & 2 is that you have to list a specific event to listen to. This is unworkable for us as
Convert Sale Order to Invoice in a workflow
Hi, We are looking to convert sales orders that are delivered to an invoice using a Workflow. When reading the docs, there's an option for the module to select a conversion action in the workflow rule creation. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/convert-records-using-workflow-rule
ZOHO account manager
Can we please get the contact information for our account manager?
Customer Categorisation with Tags
Hello Zoho Community, We would like to identify our customers based on a few details that relate to their profile and previous orders. For instance: Location (e.g. suburb, city, or State) Purchase history (e.g. consumer preferences based on purchase trends)
The Twilio Zoho CRM SMS Integration ?
Hello, Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there I also looked on Zoho's marketplace
LEADS TO SALES: HOW ZOHO MARKETING AUTOMATION CAN GROW YOUR BUSINESS
Missed our webinar? We got you covered in this article on executing a lead generation strategy with Zoho marketing automation. Check out the link below. https://www.rfdmsolutions.com/blog/zoho-marketing-automation-grow-business
Setting up of GA and FB pixel for tracking conversion
Hello, I need some assistance from Zoho Team to do the following: I have set up Facebook Ad Account I have created a Facebook pixel and saved it in header code section Now I want to set up conversion tracking on my Zoho website - Track no. of clicks
Sending campaign to list whilst excluding another list
I would like to send a campaign to the recipients of a list (Liste A), excluding recipients from a separate list (List B). How can I do that please?
How to transfer module data from lead to contacts
Hi guys, a have a module called "free-workshops" with some workshops in it. A lead is assigned to one or more of these free workshops. Now i convert this lead to a contact and i would like to see the assigned "free-workshops" in the contact module layout.
Forms email notifications
Hi I use forms to log incidents across three divisions of my business. (security, cleaning and M & E), One of my drop down questions is for these divisions. My question is, can I have an email sent to specific people if I select "Cleaning" as my drop
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