Candidate Status Change Automation Rule
I have set up an automation rule to email an external party when a Candidate moves from Offer-Accepted to Hired. When I force the status change to trigger this, nothing happens.Mapping Product Ownerships/Contact
Migrating data from Salesforce that was built out for real estate so we have "Companies (accounts), Contacts, and Properties (products). I figured using the "Products" tab would make the most sense for the "properties" tab we currently have. I have successfullyHow to segment attendees in Zoho Backstage?
For my event, I have 4 tiers of attendees with different levels of access to the programs. How do I limit access to programs and features that the attendees don't qualify for? Thanks, Marcremoving custom domain
Hi, i have setup a custom domain for my subsciption but i think i deleted the cname record before i accessed subsciptions to delete the routing. now i cannot access subsciptions anymore because the routing is broken on the dns side. and i cannot add dieMarketing Hub- Email Tests and Actual Emails will not send to our own organization
When creating emails in Marketing Hub, they will not send to anybody in our organization. I have used my personal email account to establish that the emails are sending (they are) but neither the test messages nor the actual messages will come throughSolution for customer feedback with zoho one
I am asking a community, maybe somebody here can come up with a suggestion. We are using Zoho CRM, Projects, Books, Analytics, all integrated. After project finishes and last invoice is sent, we would like to send a survey to a customer's contact andAppraisal Cycle Automation
Is it possible to automate the creation of appraisal cycles? My use case is that I want all employees to have an appraisal completed by June 30 and by Dec 31, every year. I also want all new employees to have a 1-month, 2-month, and 3-month appraisalUnable to send message; Reason:554 5.1.8 Email Outgoing Blocked
Hello, I need help. I just logged into my account and tried to send an email but I got this error notification. Not sure what to do. Please help.On-Site Engineer Reporting
Hi Everyone! I wanted your opinions or knowledge on possible apps that would fit my requirements. My team will be providing a maintenance service on site and I want them to be able to document whats being done there and then. It will act as a checklistHow do you log emails to a Contact record where the contact isn't included in the email
We use Google Workspace (formerly G Suite) and I'm aware of the ability to use IMAP to log emails to a contact record where the contacts email address is in the email. However many times the clients email address is intentionally not included in the email,Edit email address that appears on invoice
Hi How do I change the email address that appears on invoices, it is showing the email address that i used to sign up to zoho with but I want to change it to another email address that we use for accounts. also is there a way to edit the position of aZohoDesk Javascript Errors
Hello Our agent help desk seems to be having an issue. We are receiving the following error in the console: Uncaught SyntaxError: Unexpected end of JSON input at JSON.parse (<anonymous>) at Object.handleHttpResponse (d17nz991552y2g.cloudfront.net/app/js/Gamification.335afbb71a4a9d91d2f0.js:1)Login with Password
Hello Everyone, I created few user for my organisation with a default password for their first time login. However, when the users try to login for the first time, the login page asks for an OTP sent to the mail box to which the user is try to log in.party wise special rate
i have too many party with different special rate. it is not possible to maintain different price list for different parties @ backend i want that while creating sale order or sale bill when I put value for that is in Rate field , here a window shouldship confirm with batch number via APIs (Inventory)
Hi all, My logistics is outsourced to a 3PL (3rd party logistics) Sales Orders are managed in Zoho , replicated to the 3PL's system. When shipping, the 3PL needs to confirm the batch/serial numbers shipped. How can my 3PL create a package/shipment thruMasking of Numbers
How do I mask contact numbers of clients so that the full contact number is not visible.Just want email and office for personal use
I am unclear as how to how I would have just a personal email (already do have it and love it) and get to use docs, notebook, workdrive etc. In other words mostly everything I had a google. I find gocs can be free with 5gb and so can mail with 5gb. AreModificar Plano
Prezados, Prezados boa tarde. Atualmente temos acesso ao Zoho pelo e-mail comercial@centrimoveis.com.br e gostaria de verificar as condições comerciais para: Opções de Plano de Acesso Opções de pagamentoDudas
Buenas noches,tengo varias dudas¿ me podéis ayudar? Quiero crear una copia de seguridad de todos los posibles clientes y así poder limpiar nuestra base de datos. Cuando quiero exportar los registros solo me deja hacerlo con 3000 de los mas de 70.000 queReceive notifications on my mobile device
How do I receive notifications on my mobile device any time my client views or even signs an estimate (or Invoice)?Pricing for our specific company?
1) Best plan pricing route. 2) How difficult to transfer from google?Ayuda
Tengo una campaña creada y quiero que cuando un comercial llame a un posible cliente de esa campaña lo ponga automáticamente al final de la campañaReports
Could you provide a description or definition of what a Backlog tickect means in the report ciew?Signup Process
Hi There, I am trying to produce a process flow which would need cross module integration and was hoping someone could help. The process will be that someone signs up via a Zoho form which subsequently creates a contact in CRM. Once they are a contactSubform recording data but not sending via email
Hi, I have a form set up for inspections and I have added a SubForm for logging faults. This Sub Form when completed on its own will automatically send an email notification to the pre-set addresses however when used as a SubForm in another Form it doessending mail via crm fails since today
Hi, since today we have severe problems on sending emails directly via CRM. We all have our google Mail account connected. None of our five accounts could send mails. So we had to send the mails from google directly. As I wanted to make a screenshot rightWhy are you discriminating against small businesses?
Hi, I've subscribed to Zoho One twice now, last time I only stayed for a month due extremely poor levels of support (one issue took over a month to resolve, even though it was a 5 minute job [at most]). I am also rather stunned in regard to some of theIs there any edit option available?
Hey support team, I have created a brand domain name Website Email address but the main mistake i did is that I created a email with Admin name like author@lithiumbatterychina.com, But the company need an email, that starts with the word admin is it anyZOHO One new user: Email address is already used
Hello, I am trying to add david "at" rockrobotic ".com" as a new user to my Zoho One - "Email address is already used" I have checked with the email address and David is not currently a user of zoho. Can you help remove his email from any other organizationZoho Mail & Workplace / Adding a Mail Only User
Hi there, I setup Zoho One and I now need another inbox for my customer service email. How do I add a mail only inbox? The $1 one? Thanks,APAC Online Workshops - Plan, Collaborate, And Execute Projects Efficiently
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our nextI'm not receiving "email opened" notifications
I know my emails have been opened and when I send out a mass email I click that I want to know when email has been opened, but I'm not receiving any notifications whatsoever. Any suggestions?Sync CRM Contacts to USER'S contacts on Office 365
I can see that the O365 sync is transferring contacts backwards and forwards between Zoho CRM and Office365. But it has created a separate address book in Office 365 called "Zoho CRM Contacts". This address book is not used by Office/Outlook's email functionCannot send email to gmail and other email with custom domain
Hello everyone, today i get error message when i send email to gmail and also outlook or other email, there appears error like this: "4.7.0 [136.143.188.50 15] Our system has detected that this message is 4.7.0 suspicious due to the nature of the contentNot able to download Recording
Hi, One of my recording is not able to download by the participant.Please find the attached error while going to the link. Regards, JinilCan't purchase Zoho CRM after Zoho One subscription ended
Hi, Our Zoho One trial plan will come to an end soon. We decided that Zoho One is not for us and would like to purchase Zoho CRM Enterprise only. However, everytime we accessed the 'Upgrade' menu, we were directed to upgrade our Zoho One account. Is thereEmail Senders No Showing Up on Email Campaign after Domain Authentication
Hello, I have added a specific domain sender. After authentication, they do not show up on the campaigns as sender. It shows ONLY my user emails that I do not want to use. Pls, advise.Expenses and Inventory
Hi, I am not an accountant or have any basic in accounting. However i am an owner of a small restaurant. I am confused here, example; I bought 20kgs flour not from my regular vendor. So no sales order/purchase order here as i only walk-in to the vendor'syear over year widget
Currently there is the ability to generate a widget(s) that will compare sales numbers; today (29th) to yesterday (28th), week 17 vs week 16, 2021 vs 2020. See image: What I am not able to see/figure out is the most common of comparison; what did weHow to modify all my leads with the same firm name into contact and stop marketing emailing campain for all of them.
Hi Everyone, We are noobies in Zoho CRM, so perhaps it's very easy to solve : This is my question : We have several leads with the same company name. For each leads we have created a custom Score. For instance, a main target is called " Prospect_prioritaire_1",Next Page
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We're thrilled to announce the launch of our own SMS gateway feature within Zoho Marketing Automation! This new feature enables seamless SMS campaign management alongside your email marketing initiatives, providing a more integrated and efficient wayZoho One's newest feature roll-outs
Greetings to all Zoho One users out there! We're excited to inform you about the new features unveiled in the Admin Panel of Zoho One recently. Here's a brief account of each of them. Device Authentication: Manage the desktop login of your device withUpdate on the "Reset Password" flow enhancements
Greetings, Zoho One Admins! This forum post is for every admin user who signed up before March 6, concerning a couple of changes in the Reset Password flow, which are set to take effect from June 4. The current flow allows a Zoho One admin to reset theInvite to the grand workshops hosted by Zoho Finance across the USA
Greetings! This post is to apprise you, the Zoho One users, of the news of Zoho Finance's workshop scheduled for over a fortnight in the US (from 12th Oct to 24th Oct). The workshop consists of a carefully planned series of masterclasses, which containDesignation
Designations play an important role in today's business world. Most organizations have a hierarchical structure, while some others follow a flat structure. In a hierarchical organization structure, the chain of command starts at the top-level management, and the career advancement path for such structures is clear. On the other hand, a flat organization structure has very few or no levels of organization structure with less levels in the decision making process. No matter the structure, you can
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I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites PageZoho Sites - Product Page
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Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areasHow to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________Feature update: Advanced security settings
We've previously written about how using security policies could be beneficial for admins. To enable you to better protect your organization, we've come up with a few additional settings for security policies in Zoho One that can be used to regulate your users' web sessions. What are web sessions? A web session refers to the period of time you stay signed in to your Zoho One account. You create a new web session every time you sign in to Zoho One (or any of its included apps), and this session exists
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