Autofill custom module issues
Hello, I want to set up a function that populates fields in a custom module called Leases with data from another module. Leases has a lookup field called Contact which connects to the Contacts module. We would like to have a function that pulls the email,
Telephony issue affecting certain users only
Hello, We have been using Zoho for our company and have an issue with Telephony. Although integrated, the user gets an error message when trying to troubleshoot by trying to access "Telephony" in Zoho. When test calls are placed through the CRM to a
Which contenttypes can we use in the sendReply api?
Hello? are there any other than plain text Content types that we can use in the sendReply api I'm trying to send the following content but i'm getting an invalid data type error "<p><strong>Dit is <em>een</em></strong></p>
<ul>
<li><strong><em>test</em></strong></li>
Sync Quote in CRM with Zoho Sign
Hi guys, I create quotes in CRM and send them to my prospects. When they accept my quote - in other way of saying offers -, I write all these quote information to the contract and asking them to sign it via Zoho Sign. Here're the images: This is the
Zoho vault not saving settings and is signing out all the time
Hello, I recently installed Zoho onto my Chrome browser and imported my information from Lastpass. Every time I log into my computer after it's been shut down and I open chrome I need to provide my email and master password pressing the Zoho button in
Test Email is not working.
Hi, I have designed the campaign and I thought to test myself to check how it looks. but unfortunately I am unable to send a test email to myself.... What would be the reason?
Restrict some people from accessing some forms
I'm working on a project where I have to restrict some kinds of people to see certain information. The project is a simply questionnaire to fill out information. But considering I only have 1 user, I want to see if I can't send a link to Admins (can see
Emails suddenly stopped working!
I can still send emails fine, but no emails are coming in to my inbox. It has been working fine for years and nothing has changed?
How can we add search option for blogs, category and others?
I have a website with so many blogs and category I just want to add search box for blogs and categories search.
Share Notebooks wird friends
I would like to share some notebooks with other users. I was able to do so for one person, but for the other ones I receive the message that they are not Zoho users. However they do have the app installed on the computer and an account created. Did anyone
Creator, Form or Orchestly?
Hi, We have some manuel operations coordinated via email and we want to manage them in Zoho within an approval cycle. We have confused about "which app should we use to implement screens and approval cycle?" (Seems like most of the functions of these
Text recognition
Hi Can I turn off text recognition so my notes remain as hand written? I'm using iPad and Android phone and just use simple handwritten lists thanks in advance
Help! There is no send option for my campaign. I need to send it tomorrow
Hi Zoho World, I sent my first campaign just fine last week. I am ready to schedule it for tomorrow and there is no send now, schedule later buttons. They have disappeared it seems. I have sent the email for review, it passed. I don't know what else to
new user alway showed as pending status
hello, my colleague "m.oleksandr @ sungrow-emea.com" is always pending and can't join in Zoho. Received invatation mails many times, but can not login in with the link in the invatation mail. It said"an account already exists with this email adress in
What happens to mail sync'd in CRM when employees leave or contact emails change?
We use and rely upon synchronization of emails from our corporate Gmail email accounts, into Zoho CRM for both leads and Contacts. Questions: If an employee of ours whose emails are currently synchronized, leaves the company and that email address is deactivated, do the emails disappear from CRM? Is there any way to prevent that, if so? If we change the email address of a contact or lead, do emails previously associated with their old email address disappear from the Emails section? If so, is there
Connections to host smtp.zoho.com on the default ports failed.
I am on Mac Big Sur OS. All of a sudden I am not able to send emails from the Apple mail account. Can you please check Connections to host smtp.zoho.com on the default ports failed. Select a different outgoing mail server from the list below or click
LEVERAGING ZOHO’S MARKETING AUTOMATION TO GROW YOUR BUSINESS
We wrote an article on how to leverage Zoho marketing automation tools to boost sales. https://www.rfdmsolutions.com/blog/zoho-marketing-automation-tools Curious to learn more - we had also hosted a webinar for a more in-depth look. For those who missed
What tool can I use to send email a crm contact when they have 30 days of inactivity on my website?
I want to send an email to the contacts registered on my website who have been inactive for more than 30 days inviting them to return to visit my website.
Dashboard not updating
When new tickets or ticket responses come in the dashboard view is not auto updating for my agents. Thave to manually do this. What could be causing this as this seems to just have started.
OneAuth iOS app does not allow phone recovery
Tried adding my cellphone as an Account Recovery to the new 2.0.1(3) Zoho OneAuth app but every time I get an "Invalid Mobile Number" error message every time. I submitted a support ticket but I did not get a satisfying answer. Can anyone help ?
Shopify Revenue streams
Hi I have multiple shopify sites I want to connect with a single company within Zoho (Books and Inventory). In Books I want to be able to monitor the profitability of each site. I was told to use reporting tags but my question is how can I set all sales
Using a lookup between 2 forms and combining data into one report. How?
I have 2 forms, Employee List and Employee Assignment. Employee List: Enter Employee Names & email Employee Assignment: Using Look-ups to Employee List form, assign Employees (Name only) to several different tasks using (Single selection Dropdown) or
Changed Zoho email (due to all the unknown IP addresses that were accessing it) - Now can send but not receive emails!!!
Have no idea what is happening. I've been using Zoho for 5 years with no issues. After receiving 5+ Zoho notices that someone gained access to my email (from various IP addresses all over the US), I decided to change my email. After testing, I can send
SERVICE INTERRUPTION!!!!!
I know you are down but this is ridiculous, its been over 2 hours and our entire business is dependent on Zoho. WHAT IS YOUR CURRENT ETA FOR SERVICE RESTORATION????
Sign-In multiple DC account
Can I Sign-In multiple DC account? Note: I don't want to different browser or browser people feature sign in method. I want the single browser and single people account.
Automation Workflow between Zoho Sales IQ and Zoho CRM
Hello, I am trying to set up a workflow between salesiq and Zoho CRM. Every lead in CRM has a "Visits - Zoho SalesIQ" related submodule that is actually managed by SalesIQ. Under that "Visits - Zoho SalesIQ", as soon as the visitor finishes a visit,
Exchange files with customers
In a deal context, we need to exchange a lot of attachments like pdf, docx, images. Is there a zoho product or a function allowing the customer to upload files? thanks
User is already present in another account
I keep getting a "user is already present in a another account" when trying to add user in the crm through zoho one.
Safe file transfer
Hi guys I need to give my clients a link so that they can send me files safely. Is there an option to do this quickly in zoho? i am a zoho one client. Essentially i need to do this quickly without setting up a specific link for each client thanks st
Project Status Changes Affect Multiple Layouts
Well that was a fun couple hours. We have 60-100 ongoing projects at any one time and Project Status is a critical way for us to tell where things are at in our pipeline. I hopped on Projects to get current status for a customer, and saw several statuses
Expected Revenue on Career site
Why does the "Expected Revenue" info show on the Career Site? Is it normal for candidates to see? or am I missing something?
Quote's relationship with CRM, Zoho Sign and Subscription
Hi folks, I just figured out the quotes and products section in CRM. As my way of thinking, I kindly wanted to know how I can make them talk to each other for such a case written below: Creating quotes and assign them to accounts. Sending those quotes
Format phone numbers in CRM
Hi all, How can I make sure that the number entered will only have 10 digits and if it is entered with a country code (starts with + sign) it will only have 13 digits. I also want to avoid that blank characters can be entered. Thanks for you help.
zoho opening assets in quantity
HI, my question regards to zoho asset , we are new to zoho i would like to know how we make treatment in zoho related to opening asset in quantities instead of opening balance so that we can know qty as well as the opening balance
Date format error
Hi, How to resolve the the date format in the imported csv file. I have tried all the formats, but its showing error in all the formats.
Screen control issue
I have noticed this multiple times. it just shows a small cross and 1 in the middle of screen. Tried many times but no solution. CHECK IMAGE ATTACHED
I am unbale to add a new user
I have tried to add a new user and edelete an old user. IT will not allow me to add a new user and change or assign a password. Can you please check into this.
How to make data from module lead to module tasks
Hi, how are you guys? i need help with deluge I am trying to make a deluge that draws information from the lead module to the Taks module But my workflow is not working in a way that can fit. Is there an option to create a function on a lead module and
How to call out duplicity between tasks
Hi, In an undesirable situation, where two tasks are created by different people but assigned to same person. I want to create a link between the two tasks stating that one is the duplicate of the other. If I change timeline for one, the other should
Issue using Email notifications from Workflow
Hi, I am having an issue using a workflow to trigger an email based off of when a field is updated. The trigger is to send an email to the record owner when a checkbox field is selected. However when I do that in the system for a record with the specified
Next Page