APAC Online Workshops - Portals To Improve Engagement With Your Partners & Customers
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 next
This error occurs because of mismatch in Client ID, Client Secret and Domain field in the account Configure page. Please click on the Authorize button in the configuration page
check the domain in your configuration. it may be .eu or something like this
Synchronising contacts from ZCRM to ZBooks
Good day. The way I use to create a contact in ZBooks doesn't allow me to get update one I make change in ZCRM. My wish is that when I make changes for a contact in ZCRM, I need to get those changes automatically in ZBooks for the concerned contact (Name,
Set appointment to "private"
In Microsoft Outlook, a user can set an appointment to private. This way the appointment is in the calendar, but no one in the company can see what exactly the appointment is about. How can this be set in Zoho Bookings or Zoho CRM Calendar?
Card does not support recurring payment
As per new RBI guidelines for auto debit on debit/credit cards it has been limited to Rs. 5000/- only. Due to above, I am not able to add new credit card for auto monthly payment, can someone guide me how to proceed with my payment as not getting any
Error- While sending email. Email not sent
Hello There I am receiving Error : The sending IP (103.117.158.50) is listed on https://spamrl.com as a source of spam. while i am sending email, kindly resolve it at earliest
WorkDrive: cannot create public links by right-clicking on local file?
With Dropbox you can easily right click on any file that resides inside your local Dropbox folder and obtain a "public" link. This means that anyone with such link can view or download the file. Right now it seems the only way to create a public link
Show As Many Tags as Column Will Fit
For some reason, when looking at the main list of projects, only the first 2 tags are visible. Doesn't matter how wide you make the column, you only see the first two and a "+X" where X is however many more exist. Would be great if as many tags as will
Zoho App updates new emails only when I am home.
I see new emails on my phone when I am at home. If I am outside with data or wifi, I only see the number of new emails, and not the new email. I do have internet outside.
Escalate the ticket internally based on sales owner in the zoho crm
Hi Zoho Team, May I know if we can create a field(escalate the ticket internally to our sales service owner) in the Zoho Desk back to our CRM module called "Our Services"? For example, a customer raised a ticket to our Zoho desk and we want it to be
How should I change my base currency for my particular scenario?
Hi guys, I have enabled integration between CRM and Subscription today. After sync is completed, I saw duplicated records in Subscription in my base currency. These accounts have been created automatically in Subscription using my base currency. As
Back up for zoho subscription before an integration to CRM
Hi guys, We have been editing our data on CRM regarding how we record these pieces of information on Zoho Subscription. We have updated the customer name, equaled invoice amount on CRM to subscription amount on Subscription. We're planning to integrate
Date of application
Hello, Could we have this ability to filter the candidat by date of application/association to a job (and therefore add this information as a column). We have the date of creation, date of modification, and so on, but not the date of application/association
Error while sync -organization is already integrated
Hi Team I am getting an error while trying to sync CRM contacts with Marketing organization is already integrated
Give Someone Billing access without full admin access
Is it possible with Zoho One to give someone billing access without making them a full Admin of the Zoho One organization? For example, give access to our accounting department to handle all the payments regarding Zoho One? Right now we cannot figure
ABN
Hi, I am having trouble getting my ABN to show on the invoice. I know where the setting is under preferences to be able to include this information however every time I tick it, it shows with a line for ABN and then no number afterwards. This is despite
How to restrict users to view only their sales orders
So here is my business case. I have medical-reps. dealing with different customers. For me it is okay if they are able to list all the customers on the sales order, but I want to restrict a medical-rep. to view only his/her sales order. I am kind of evaluating
APAC Online Workshops - Multichannel Support And Time Tracking With Zoho Desk
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. A workshop
No Way to Open "Custom Link" in Private/Incognito Mode
We created a Custom Link for the Leads Module. We can click on the Link/URL from within a Lead record and it opens in standard browser (Google Chrome in our case) with no problems. However, if we try to open up the the URL in Private/Incognito Mode by
import from ipad apps
i’d like to import from apps i write in on ipad. notes, pages. also from stuff saved in files. i have only ipad and i’m only wanting to know how to do stuff from ipad.
New words are written in right side in RTL
In RTL languages, when you are writing your sentence, the new words are written on the left side of the previous word. But the way Zoho Show is working is wrong. Zoho Show is writing the new words on the right side of the previous words (like English/LTR).
Zoho CRM for G Suite - all jobs do not show up
I've added the Zoho CRM for Gmail app into my gmail account, but when I click on All jobs (we renamed our Deals module to Jobs), all the jobs do not show up. Is there a way to search for jobs to attach an email to? Thanks, Joanna =)
Reverse DNS/PTR record problems
Hello -- I am having mail delivery issues do to the lack of reverse DNS (PTR) records. Please advise if this is related to your mail service or campaign services. I cannot determine who owns the domain. thank you
No response from Zoho - Zoho Cares?! Clearly not.
Hi Zoho, I’ve been waiting for over 4 weeks for a response from Zoho and have not had any contact! I’ve made many calls to zoho and each time get told I will receive a call back within the same day - it never happens. Please be advised I will take this
IP blacklist
Hello we can t send emails from this ip: 54.171.70.44 anymore. This ip is not on blacklist do you block this IP? Please help thanks
Zoho Inventory: item pictures not shown in pdf view and pdf print on orders (PO and SO)
All, we add pictures to items (jpg, png) which are nicely shown on the item page. When we add such an item to a purchase order and/or a sales order we see the pciture in the normal view but not when we enable the "shows as PDF": also when we print the
Create ticket, upload images and text for each customer using Python, Golang or other scripting language?
Hi Everyone! Can you please tell me where I can obtain some documentation or an example of how I can create ticket, upload images and text for each assigned customer within ZohoDesk? Thank you for your time. Below is a small snippet of doing this process
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.
ZUG Virtual Zoho One Meetups - April 2021
These Zoho-one meetups are product specific, and focuses on automation, customization and reporting within Zoho CRM. We'll look into - Setting up the Review process and understanding when to use Commandcenter and blueprint to build a full-fledged business
Unable to see social media report of more than last 4 months in zoho social
Hi, In Zoho Social we dont have option to filter social media report of more than last 4 months . So can u please tell Is it a bug ?
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
Next Page