More field options for the Recruiter's kit
Hello, For the candidate's assessment, we can create a form with different type of fields (multi-select, radio, and so on..). Why can't w have that for the Recruiter's kit assessment too? When we conduct an interview (pre-screening, or however you call
Stoped receiving e-mails in my outlook and iphone after enabling oneauth
As described in the Title, after enabling oneauth, my outlook and iphone stoped receving e-mails from my account. I tried to disable oneauth, but it is still not working. I asked help for an IT guy, and he said that pop is not working. Can you please
Zoho Analytics show deleted queries
Zoho Analytics has deleted my queries without me know many times. I have to keep manual backups. Zoho is unable to explain or help with these. It would be nice to be able to see the text or query itself of query that was deleted. Often, I'm unable to
Managing Your Customer Pipelines With Bigin
We've planned a series of free online workshops for Indian 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 workshop
Integration between Inventory and CRM won't give an accurate report
I am currently working with Zoho Support but I am finding the process to be a bit slow considering I need this to run as smoothly as possible. I am hoping someone here has an idea. My original problem was a 5 day gap of PO's in the report through CRM.
Leads generation automation tools/problems
Hi! I've been struggling to fully automate the leads generation process from Facebook Leads Ads. As far as I know, it is possible to push all the generated leads from Facebook forms into Zoho CRM using Zoho Social integration. However the problem I am
Projects: How to set margins in Templates
I'm creating new templates for estimates in ZohoProjects, but can't figure out where to set the margins. Figured everything else out.
Editable shift hours
Though my company doesn't typically work shifts, we're trying to create a process to have a snapshot of who is and who is not in the office given the pandemic and our atypical schedules. I've read a few things, but it seems like this is the next best
Marketing Assistant landing page URLs and goals not available in Planner
My website is connected to Marketing Assistant in Marketing Hub and I have created a goal but when I try to set a target in Marketing Planner it tells me that I am yet to add goals in Marketing Assistant and also that I am yet to add a landing page URL.
Barcodes on Zoho One
Hello, I was wondering how I can use barcodes on zoho one? I saw when signing up they said you could use barcode scanners. I don't see how to integrate at all. I'm very new to this, just ordered a couple barcode scanners because we have thousands
Attaching multiple event attendance to a contact
I want to indicate that a contact attended an event. I have already added the event, but when I try to connect my contact with the new event, they become unassociated with the previous event. How do I associate one event with multiple people?
Storage jump from 70% to 215% and is locked
My zoho email account jumped from 70% to 214% overnight (which doesn't make sense, since at 100% I would already block the email). I already tried to update the storage on the control panel, but it continues to register 214%.
SAVE TIME & AVOID HUMAN ERROR: AUTOMATING EMAIL FORM SUBMISSIONS WITH ZOHO CRM
Whether it’s saving your sales reps and customers time, avoiding human error to ensure accurate records, or guarding against deals falling through because of problems that emerge from a complicated process, automating email form submissions has major
535 Authentication error
i keep getting 535 authentication error when i'm sending an e-mail
Project TAX Invoice
I need print the TAX Invoice in the attached format. My client is using Zoho Books. If that can be achieve by using Zoho Projects , then please advice how to make this happen by using Zoho Projects.
Tab elementinin altına carrousel ekleme
Merhaba, oluşturduğum web sayfasında tab elementinin altına carrousel elementi eklemek istiyorum. Bunu basıl yapabilirim.
APAC Online Workshops - What Are Zobots And How Can They Benefit Your Business
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. Zoho SalesIQ
Sender configuration when sending an email from Zoho CRM templates
Hello, My team and I want to send a mass mail from Zoho CRM and when we test it out internally, and the sender is very weird. it looks like it's a spam email that we receive, is it possible to change that? If yes, can you explain/show how? Thanks,
Daily Welcome Message
Hi all, we are still in the beginning of using Zoho One for our company. We use lots of the Zoho tools and are very happy with all the possibilities. But I have a request, maybe someone can help me to find a quick solution for this request. We have certain
zoho one chat with us support
I want to point out that zoho one chat with us service is not working very well. We did work for a lot with zoho CRM and Zoho project experiencing a good service also with the chat with us service getting very good support. I do not understand really
Incoming Call at central number
Hi, our sales people have been working with Zoho CRM for a while now. We are in the process of switching to One and I need a little idea. How did you design the process when a customer calls the central number? Until now we sent a mail with a callback
link deals with vendors
i linked a field in deals with vendors through list, i need a field in deals to lookup that chosen and get the result with email from vendor. i wrote the hereunder script but error Value is empty and 'getJSON' function cannot be applied Line Number:4,
instant new note
hello, I would like to use zoho Notebook on everyday basis, but in order to start a new note, I have to perform several steps of clicking this confuses when you need yo quickly note smth "on a fly" , when a client is calling or you watch online webinar
Zoho creator subform
Can we use subform fields in Pivot Table? I read somewhere that this is the limitations of Zoho of not able to use Subform fields for creating Pivot Table reports? I am writing an application where multiple chemicals can be mixed for spraying in a crop.
Can a Customer be given access to a subform within Reports via the Client Portal?
I am trying to find a way to allow a group of customers to access summary data (Reports) within the CRM that are specific to them. I wondered if it was possible for Customers to be given access to a subfolder within the Reports module of CRM or if that
Zoho CRM Not Upgrading to Zoho One trial
I started a Zoho CRM account, then saw Zoho One and started a free Trial of Zoho One. However, the CRM is still acting as if it is not a ONE account so certain integrations are not working. I am wanting to test these before purchase but it doesn't seem
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 successfully
How 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, Marc
removing 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 die
Marketing 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 through
Solution 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 and
Appraisal 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 appraisal
Unable 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 checklist
How 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 a
ZohoDesk 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 should
Next Page