Error Getting Zoho Client ID on Developer Console
Hi, I'm trying to create a client ID at (https://accounts.zoho.com/developerconsole) to be used for the wordpress Zoho mail plugin, but i get the error when push the button "Create" The error is "Une erreur s’est produite" (in french) no more details are given. Is this normal? Is it always possible to get a client id with free plan account ?
ZOHO Mail shows 1 Draft when None
Please see screenshot! There is no draft saved yet why does the app show 1?
Adicionar outra Caixa de entrada
É possível fazer login a partir do e-mail principal e verificar o e-mail de outras contas de e-mail? ou seja num mesmo acesso ler e-mail de outras contas de e-mail zoho?
Email Automation
I am trying to automate as much of the grunt-work so to speak for my digital agency. Currently; our workflow for sales goes something like this: Find leads by visiting websites for specific industries in specific areas Automatically adding them to ZohoCRM using Hunter (integration) Manually emailing them all (mainly for personalization) I know there's use of Macros and WorkFlows to be able to select a number of leads and then email them one email template etc... I'm looking for something a little
Not receiving emails
I can send out emails just fine but reportedly I have been sent emails that I have not received. Is there a way to fix this?
Error when adding an agent to department in Desk
I receive an error ("Error Occurred") when trying to add a specific user to one of my departments in Zoho Desk. I was able to add another user to this department without issue. See belowscreenshot.
License Prices ZOHO ONE ??
Hello, have you modified the prices and requirements of the ZOHO ONE license? We had been recommended by ZOHO ONE, a company that only works with 1 user, do we have to buy at least 5 users? regards
From and To time for calls
Hello, Is there a way for calls to also show a From and To time per row\record in open activities like Events? Thanks,
Change Task Owner Based on Task Status
Hello, For our deployment of Zoho, we need to be able to easily change the task owner based on the task status AND a user pick list field in the project. Our project layouts have multiple user pick-list fields to specify who is the responsible specialist for a project. Using Blueprint, I would like the below changes to happen when a task status is changed When status of PPC task is changed from "Queued" to "With Production" then Task Owner = <PPC User> (as defined in project layout) Is something
How to add more lines\rows to home page modules
Hello, How do you add more than 5 lines\rows of records to the homepage modules. I have enough space on the homepage, just cannot see any option to show more than 5 rows of records. Thanks,
2 Organisations under 1 Zoho Login
Hello Our team all have Zoho One subscriptions, and are involved in the running of two separate businesses. Currently the two business's accounts/CRM/inventory is all under the one Organisation in Zoho. Is it possible to add another organisation under our accounts? So we could easily switch between the two organisations without logging out? Please LMK Dwayne
Missing subtasks Zoho Projects integration
It appears that subtasks don't appear when using Zoho projects -> Connect integration. Is that planned to be fixed? Would be ideal to have those appear as tasklists on task cards.
Manual tracking of email in Zoho One/Outlook
Goodevening everyone, We are considering implementing Zoho One for our organisation. We have still one concern though; Our mail serveur is hosted on OVH (IMAP). We are using Outlook 2016 on a daily basis. We recieve a lot of mails from our customers and we want to be able to track some of them in Zoho. We don't want to track them all though. Some are useless and some are very informal. Our future users don't feel good about tracking all of them. Our question is then: Is it possible to track only
Adding Workerly to Zoho One
Do you have plans to add Zoho Workerly to Zoho One?
When will Flow have the ability to accept a webhook POST?
My company currently uses Zapier to accept webhook posts from various 3rd party applications which are then sent into a Zoho Creator application for processing. We would like to replace Zapier with Flow but can't until this capability exists. Is this on the Flow roadmap?
Central Device Management
Does Zoho One have a central device management app \ feature where you can manage devices given to employees like phones, tablets & laptops to lock device, wipe device, prevent non authorised apps from being installed, etc...
Chat is not working
Hi support , tried using the chat for internal purpose , but not quite why i don't see any agents online even though they are online . Snap shown below. Thanks in advance .
Trouble Deleting User
I have 2 users i added using a personal email address (not our co email). Now i cant access the option to deactivate them in the USER tab of my admin section. Can anyone help?
INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.7.511 Access denied, banned sender[185.20.209.248].
Hi- today i am unable to send messages to microsoft and of course when i forsward the message as requested that gets bloked too. Please help! INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.7.511 Access denied, banned sender[185.20.209.248]. To request removal from this list please forward this message to delist@messaging.microsoft.com. For more information please go to http://go.microsoft.com/fwlink/?LinkId=526653. AS(508) [CO1NAM04FT018.eop-NAM04.prod.protection.outlook.com] Thanks Lizzie
Understanding the layers of Zoho One.
Hello there, For the formation of the company (and the interest to let it all be done into Zoho One) I am currently in the process of understanding all aspects of Zoho One (what a mega job is, the loads of features...holy moly..) Either way, I get confused about the layers of Zoho One after reading this: https://help.zoho.com/portal/kb/articles/managing-departments-in-help-desk If I understand it correctly from top to bottom: - Departments - Divisions - Teams So multiple teams can form 1 division
CRM / email
Hello Community! I'm using CRM and some reps are using the platform to send e mails I'm looking for a report on e the emails - who was contacted via e mail when - simple stuff. How?
Anyone been able to connect Zoho Subscriptions with NetSuite?
Hi there, We are a SaaS arm of a larger company and would like to be able to use Zoho Subscriptions to manage our subscription revenue. However, our company HQ uses NetSuite for all corporate accounting. Our CEO is reluctant for us to use Zoho Subscriptions because we don't know of any efficient way to transfer transactional data from Zoho to NetSuite. I know NetSuite has its own, proprietary API, which makes connecting systems to it much harder that most other products. Has anyone done any research
CRM Integration with Zpho Survey
Can anyone suggest how I might link more than 1 question within a Zoho survey back to a single field within CRM? Ie. If my survey is following a decision tree, and I have incorporated question logic into my flow, I would like the answers to populate back to a single Zoho CRM field, but the system states that you can only map a single question to a single field.
URGENT: Need to go back to free version of Zoho Creator
After signing up for a free 30 day trial of Zoho One, today it expired. I need some more time to think if I want to become a paying subscriber for Zoho One. However I do need to access my database on my free Zoho Creator. I tried signing in but it keeps sending me to Zoho One sign up page. Please tell me how I can get back into my old Free Zoho Creator. Thanks UPDATE: I need to make sure I will not lose my data from my old Free Zoho Creator! Thanks!
ZOHO Mail Appimage Will Not Launch From The Desktop
till a couple of hours ago i have been using zoho mail without issue in mint. downloaded the appimage, rightclicked, properties, permissions, check all 3 boxes for make executable, rightclicked on desktop, create new laquncher here, made launcher and it worked fine. now for some reason it simply will not run when clicked on the desktop. zoho ryns fine from the panel, but if i delete the desktop launcher and send it from the panel to the desktop it still doesn't work on the desktop. i even when into
Zoho Partner Job Posting
Is there a forum for posting a job offer for a Zoho Partner to handle some Zoho customizations (API PHP programmer)? I would rather not have to email partners one at a time, but want to reach them all at once to request a response.
Copying all fields from contacts to accounts
Hi there, I would like to know how to copy all fields I have created in leads and contacts easily into accounts, so that when a lead is converted to a contact and account all the original information is still there. Many thanks, Alasdair
Data organization & setup
I am a single member bookkeeping business and I provide customized services to small business. I am currently using Zoho books and I'm interested in using projects and/or crm to track client information, meetings, notes & time spent on tasks. I can't figure out the best way to set up the milestones/projects/tasks. For example should I set up projects as Weekly Bookkeeping and the milestones as the year "2019"? Should the tasks be Weekly Bookkeeping & the project be the client? I want to avoid setting
Sharing Templates - template repository
Many Zoho-apps in the Zoho-One bundle offer the option to create templates. Creating templates is a lot of work and (depending on the application) not always simple. Often I have wondered why there is no collection of ready-to-go templates available (provided by Zoho and/or users). A template repository could be a great starting point, source of inspiration, or way to save time. Unless there is already a collection of templates (I have not found it!) I therefore propose the creation of a repository
please help setting up specific customer / account structure
Hi, I have read a few articles/threads on this but not quite sure how to enable our account/customer structure. I would appreciate any guidance. We have a software-as-a-service whereby: 1. Individuals create accounts that are free 2. Individuals can add 'subscriptions' to host projects on our platform. Subscriptions are either: Under the individuals name; or 1 or more organisations So, we have an individual as an 'account' that has multiple 'subscriptions', which includes 'owning' multiple organisations.
Set Custom Function to Open "Detail View" of a record
This may be an easy solution, however, I am looking to create a custom function button that will directly access the "Detail View" of the same record I'm viewing in another report. I assume this will be some variation of an Open Url / ID script? i know how to create the function, just not the particular code needed to access the record detail view. Any help would be greatly appreciated.
Customer Support Portal
Hi, I am trying to build a current customer technical support website to a zoho account, but am not sure which application to use. These are some of our requirements: Password protected Access Desk (kb & tickets) Chat Forum/Message board Add YouTube videos We also want to build an internal kb, but am thinking that should be a separate thing. Through research it seems like I should use Creator, but would love some help figuring it out. Thanks, Alyssa
CRM - Creating a series of emails to brand new customers
Hi all, I'm trying to figure out how to send a series of automated emails to new customer contacts. The series is welcoming them, ensuring their successful installation, guiding them where to get more help, etc. I can't seem to figure out how to accomplish this in the CRM contacts module. I'd like to schedule the emails for 3 days after they become a customer, then 7 days, then 15 days, etc. Anyone have info on this?
Disable Custom Funtion Button
I have created a custom function button in Detail View that updates a field in my form. Is there a way to disable the custom function button if the field is no longer Null?
Query parameters in accounts url
Hi, we are making a custom login page that uses a xml form to take the email and password of the user and parse them to accounts.zoho.com to login. The problem is that we don't know what are the parameteres name to parse them in a query or if we can use a header and a http request to login. Also, does a parameter list for accounts.zoho.com exist?
Reset all after Trial and before purchase licences
Hi, I created an account on Zoho One to test the Trial. I made some tests with CRM and Project example. Now I want to purchase Zoho One for my company. How to I reset all content and module of Zoho before purchase licences? When I purchase, are all data deleted? Thanks, Emmanuel Dessy.
Send sales order status "fulfilled" from Zoho to Etsy/Shopify
Hi, Is it possible to send sales order status "fulfilled" back to marketplace (Etsy and Shopify) so I don't have to manually do it in Etsy and Shopify? In Zoho Inventory I changed Sales order status to "closed", "invoiced", "fulfilled" but it didn't get sent to Shopify (the status in Shopify didn't change). Thanks in advance!
Change the email address of my ZOHO ONE account
Hello Team ZOHO! I want to change the email address of my ZOHO ONE account. My profile is the owner and administrator of all the APPS. Will this change of mail affect the different integrations between the different ZOHO ONE APPS? a greeting
Product Rentals
Hi does anyone successfully manage a product rental business using zoho? I am wondering best way to manage my stock serial numbers to keep track and to issue recurring invoices. Carol
Sales Signals
Can Sales Signals be set-up for Multiple websites?
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