2 Page Invoice
Hi, I am trying to make this invoice into one page but it's not happening. Is there any way that I can bring the payable details to the top so that the signature comes in single page. I am need an invoice package like Zoho for my growing freelance business and I want to sign up for the annual account. Please help.
Inconsistent Documentation for OAuth Access Token
https://www.zoho.com/crm/help/developer/api/access-refresh.html This page suggests that to get a token you need to submit a json body in the POST. This returns an invalid client error. https://www.zoho.com/crm/help/api/v2/#generate-access This page says you should submit request in the url of the POST. This is successful. Is there a security issue with submitting in the url? If not, is it possible to update the documenation in the first link?
Emails not showing up in some leads
Hi, My sales reps are using the Gmail integration for email. From my understanding, emails to/from a lead with a matching email address, will show up in the Email section of the lead. Sometimes they do. And sometimes they don't. What kinds of things may prevent emails from being brought into the lead record so we can troubleshoot? We have confirmed that the email in the lead record matches, exactly, the email address that is being used to communicate with the lead. Thanks! MC
OAuth2 Verification through Google Scripts (Please help!)
Hello, I am having a great deal of trouble trying to set up OAuth2 from a google script within Google Sheets to change values in Zoho CRM. I cannot figure out how to receive the Grant Token and then resend that in a POST command. I have tried following Google's OAuth2 github documentation and Zoho's but I am unable to solve my problem on my own. Any help is appreciated.
Auto translate & save
Problem in Excel 1. Whenever I key-in in Malay, it automatically translate into English. 2. Most of the time, I want to keep the original sheet, making small changes to the working sheet. How do I stop autosave, and only save the version when I want to.
$[FNAME]$ With some bugs
Hello, I've noticed a bug on the merge tag FNAME. I've always used the merge tag like this $[FNAME]$ if i wanted the space to be blank when there was no name on the subscriber. But since this week i've sended that way and the subscribers with no first name apeared "Costumer", and i used the merge tag like this $[FNAME]$ and not like this $[FNAME|Customer|Guest]$; Whats wrong? do i need to use the merge tag this way $[FNAME||]$ from now one? with the empty spaces. Thanks
Salessignals -Need clarification on use
Dear Zoho, New to your product offering. I am hearing that you can only get the Sales signals feed in your zoho only under certain conditions. 1) You are the owner of the record in zoho. So any record you own you will see if they visited your website etc, but NOBODY else in the company will get the notification. 2) If you sent an email out to a person in the database for example through a campaign, than you will get notification if they visit the site etc.but NOBODY else in the organization will
Changing a Date field to a Date/Time Field
I have used a date field alone for years and now I want to add a date/time field instead and merge or combine the old data into this new field. Is that possible? I've noticed you can't change the value or property of the field to a date/time field. I would hate to have lose the data I have inputting.
No recuerdo la contraseña de un correo
Buenas, Hice la Creación de la Cuenta admin@polvoschorrillos.pe , y Ahora no puedo Recuperar la era de la contraseña, estaba asociado a un número celular el cual ya se dio de baja. Como podria recuperar el acceso ya Que No Puedo Recuperar La Cuenta y no recuerdo la clave.
Why doesn't Mail Merge leave a record in the customer record?
Believe it or not we actually do write real letters - letter not emails - using Mail Merge in CRM. Believe it or not, the fact that we have done so isn't recorded in the customer record. When we brought this up with support, they seemed unable to comprehend that we were doing this. They kept referring back to "emails". Not talking about email. Talking about Mail Merge. You provide the facility, it seems incredible that sending a communication would not log as an activity. Very short sighted that
24/7 Support from Zoho One
It would be nice to receive 24/7 email support with Zoho one subscribers in case assistance is needed at any time without having to have a subscription
How can I update field by the latest deal closing date
Now i have Last Purchase Date field on the Account module. I want to update this field by using the latest deal closing date. But in the workflow I can select only execution date. I needed to put the old data of my company. Please guide me how to do that. Regards,
Associate lead fields / activities with account values?
Hi, Let's say I have an Account field called "Account Score". I have a Lead who works at a company (that company is an Account). The Lead is not yet a Contact (because we've never been in contact with them). The Lead visits one of our pages, where an automation is going to increase their Lead Score +1. I'd like for that account score to also increase +1. Is this possible in Zoho? Thanks, Andrew
Two Factor Authentication physical hardware keys
It would be great if we could use hardware keys for 2FA instead of using our phones or other authentication apps for zoho one.
Change look field to existing relation
Is it possible to change a lookup field after it has been added? Here's my situation. Form B has a lookup field that points to Form A. I now want to insert a subform in Form A of all the Form B's. When the lookup field in B was created it was as a new relation, not an existing relation due to the subform in A. So the Form B's don't appear in the subform. Can I get that lookup field to change to the existing relation of the subform? I can almost accomplish what I want by adding a second lookup
Zoho Docs Attachment Pop-up Window... can it be made bigger / wider?
We use Zoho Docs along with CRM. When our reps are attaching brochures to emails via CRM they constantly complain that the popup screen where you attach files is too small / narrow and they often attach wrong files because they can't view the full file name. Would also be great if you could search by tags and scroll through the list of files rather than clicking the pagination arrows! Thanks for reading!
Spellcheck Not Working
Hello, yeaturday I noticed that spellcheck is not working. As I remember, as I typed, my miss-spelled words were flagged and could fix as needed. I have tried on Chrome, IE and Firefox. Can this be investigated please? Link to my test doc; https://docs.zoho.com/writer/open/7290q50a70a755458490aa29a1717478afedf
Does anyone know if there is a SimilarWeb or Owler Typr Integration for CRM
I am looking for a service like similarweb that or owler that will take website analytics and push it into a lead object. Anyone ever come across anything?
Searching by client....
When you are in projects and you would like to look up a project for a certain (client/customer), how can this be done without typing in the actual name of the project? I see a drop down box that says search by client.... however I am not sure how to get certain projects to fall under a specific client? For example: ABC Electric projects are not appearing under just ABC Electric. They would be located under our Companies name. Please help. If I need to explain more let me know! Thank you! Jeanne
incorrect time zone
Zoho One offers an incorrect time zone for the region Minsk/Belarus. Should be GMT+3
Zoho One Admin Access Restriction
There are many things I needed to solve: I need to add admin under Zoho One due to needed someone to work on access on my team. However, When I added someone, Whole Zoho One he/she can access. I am to restrict only on Apps section. They dont need to use my subscription/billing details and so on. White Label Zoho One including other Apps. Quite funny. My staff confuse when changing apps from one at a time and they always accidentally sign up or create another app. I know that there is custom domain
How to change trial ONE to Workplace standart?
Now i have trial Zoho One, it is possible, without waiting end of trial, or without delete account, change this plan to workspace standart?
When making QUOTES/ORDERS my users cannot see ANY PRODUCTS unless they are the Product Owners
I have i huge issue. I am the Administrator User and I added all of the Products to our organization. The Products are Shared with all the users and yet none can see them in order to make Quotations or Sale Ordes The only way that they can see the products is if I make that user the owner of that product.. but again, the other users are still not able to see them, only add new ones I have over a 100 products and I cannot make duplicates for each user, because some of these change prices on a monthly
404 - Error
Dear sir, Please help and support me, my website is https://www.finvalresearch.in, but in services page - start up services page( https://www.finvalresearch.in/start-up-services.html ) is not open, please help me.
Adding permanent text to Leads Module
I need to add our GDPR statement to the Leads Module so our operatives can read it out verbatim to clients as they are signed up on the CRM but I cannot find a means of doing this. Is it possible?
Moving files between dropbox folders
Hi everyone. I have started testing Zoho CRM for potential Enterprise use. I am preparing a use case presentation for my managers. The biggest selling point would be that it can be modified according to our needs. I have hit a bit of a snag here. I am trying to create a script using that would move all files from a single folder to another. Is this possible to do using Deluge script? Additional benefit would be if i could limit the moving to administrators only (eg. employee leaves the company a
Where is my customer data located?
Hi, Please can you clarify the following answer from the FAQs: 11. Where is my data located? The data of zoho.eu customers will reside in the US data centers and that of zoho.eu will reside in our EU data centers. Considering I am registered at zoho.eu, where is the data of my customers stored? Many thanks
Super Admin Password Reset Help Required
Hello I set up Zoho mail for my client: meenakshiammamemorial.com Now my client wants to add more accounts to it, but I forgot its admin email id and password. Tried to reset it but showing an email which I do not recognize . can you please help me to reset it, i own both the domain and hosting.
Mobile apps
My company is switching to Zoho One. In the iTunes App store, there is a One app and apps for individual Zoho apps. Should I use only the One app? Or can I use the individual apps? Does it matter? Thanks!
CRM Report - Sport
Hi, I am new to the world of marketing and have been tasked with trying to work out what a football/rugby club would do some data and insight on. Any ideas from a CRM perspective? I can think of a few things such as Engagement I.e how many emails ate opened, read, printed and on what device etc. Maybe the channel a season ticket was purchased I.e internet, phone etc and the churn rate for not renewing But there are probably some key things missing but not quite sure what. Anyone have some ideas
simple custom field forumla
I am having a hard time understanding the formulas (Im new to this and trying to build basic formulas to learn). In my products, I have created a custom decimal field called "labor hours"I want to create a forumla field next to it that will times that number by 100 (my hourly rate) to give me the total hourly cost of a product. so I would want to create something like Products.Hourly Rate * 100 = $ so if I add 2. 5 in the amount of hours the product takes me to complete, the forumla field should
Interaction with the client is based on his language preference
Since we have more and more company that have client in different language, it would be very important that we can select the client preferences and then we can automatically send email, etc. that we have translate and adjusted based on our preference. Other company offers that and I really need this, because in Quebec, Canada there is a law regarding the French language.
Undelivered Mail Returned to Sender
Hello! I'm testing the contact form in my Wordpress and I'm using Zoho mail as the receiver of these entries. However, I keep on receiving this along with my test form.
Booking Capability for B&B & Day Passes
We run and operate a small B&B that also offers daily activities for day visitors. I am wondering if there is built in "Booking Software" app for ZOHO. If so, where do I find it? If not, What 3rd part choices integrate best with the ZOHO ecosystem? It would be nice for the ZOHO CRM to funnel leads into confirmed bookings. Thank you.
Zoho Generated DKIM Getting This doesn't seem to be a valid RSA public key: RSA.xs:178
I posted the DKIM keys generated by Zoho onto my DNS, but they will not verify. When I enter the selector and my domain into https://dkimcore.org/c/keycheck, the site is able to read that I have keys present, but the site says "This doesn't seem to be a valid RSA public key: RSA.xs:178". Since the DKIM is read by the site, am I not verifying because it's a bad key? How do I generate good keys?
Signing up Zoho One - do I need a Domain Name to trial?
Hi Simple question - a company wants me to sign them up and demo Zoho One to them - they already have their existing Domain Name and e-mail accounts elsewhere. So if I create a new account using a DIFFERENT Company Name or a pretend Domain Name and they like the demo - can it be changed to their GENUINE Company Name and Domain Name after? Thanks for any pointers. Kind regards B
new zoho one pricing
Hi, Im a Zoho One user, I did started with $30 a month billed anually, a great price for the 35-40 apps included. Now the new policy seems to force to buy at least 5 users to keep this price , but what happens when a lot of small business need Zoho One, and they can not afford or need 5 users?, I do understand if Im going alone the price will be $ 75 a month billed anually, is double the price. Comments? one of the main attraction besides the applications is the pricing for any kind of business,
All ZOHO Apps In One Page
Hello! I was wondering if there was any way to get all of the ZOHO apps integrated into one page? We have a few apps added into the CRM (projects and zoho sign); however, we would like to have many more apps in one page so we don't have to switch between tabs while working. Most importantly, we would like to have Cliq in the same page as the CRM/Projects. Any insight would be most helpful! Is this something that you can do with ZOHO Creator? I can't find any examples of what ZOHO Creator is capable
Author and Writer Organization Tools
My goal is to use Zoho for all of my business organization tools. I am currently working on a book and my regular blogging and publishing. Are there any tools similar to FastPencil that organizes different projects/chapters/sections and also provides a word count or word count countdown. Is there a product like AirTable that organizes submissions and writing into one place? Most importantly is the word count countdown (in my case 90,000 words, it would be nice to see how much further to go).
Zoho One Cost
When did Zoho change the pricing structure such that you must purchase a minimum of 5 user licenses? About six months ago I was able to get it for one user which is all I need. For freelancers it doesn't make sense to pay for 5 "employees". Can anyone clear this up for me?
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