Create a responsive menu in a custom Zoho Sites 2.0 template?
I am trying to make a custom template for the new Zoho Sites 2.0. I already investigated how the generated HTML looks for several elements and documented my findings here: https://gitlab.com/ringods/zoho-sites-template-development/ But in a template which I am creating I have a hard time finding out whether there is already sufficient Javascript code available for the behavioral part of a responsive menu: https://gitlab.com/ringods/zoho-sites-template-development/issues/1 If any of the Zoho Sites
Auto Scheduling emails
Is there a way to auto schedule a series of emails to be sent on a specific date? I am asking to schedule a series of emails for a specific lead. Thank you
Hide or change header text (form title) when accessing form with custom
action
I have a form called Nueva venta (New sale) where I enter data such as customer details, products purchased and form - amount of payments. However, payment details are not necessarily entered at the time of the sale for some customers that get credit. So I created a custom action button called add payment so when I click that, I get a pop up with the form pre-populated to edit the record and I'm hiding almost all fields except the ones relevant to payment form. Is there a way to hide or change the
Using Zoho to send construction bids
We are a supplier to civil construction projects, which means we must regularly send bids to contractors. Previously, I was using ConstantContact to do this. I was able to send a set of attachments, links to documents, and more to a one-time-use list of 40+ recipients. Is it possible to do the same thing with Zoho Campaigns, in light of the GDPR regulations? The alternative is to send several individual emails, or to BCC everyone on a single email - neither of which is very attractive... Thank
Vertical Response Integration?
Is there any sort of integration with Vertical Response? I don't see it on the marketplace. What's even more concerning is that our campaigns sent out via our Vertical Response account won't copy the emails to our accounts via the BCC dropbox function. We've tested it twice with no luck.
POP issue in Email
Dear Support, we are using the zoho email for our organisation and there is a POP issue with one of our employee as she cannot receive any emails but she is able to send emails. Able to login to zoho webmail. can you please check why she is blocked in POP? thanks, suraj
Template flexibility in Zoho One Sites
Testing the Sites app in Zoho One. - Can it really be that there are only 7 templates to choose from? - Is there are source of third-party templates made to work with Zoho One Sites? Thanks in advance for any help!
Zoho One Inquiry
Hie Have some questions:- 1. Apps which comes under Zoho One are of Standard or enterprise ? 2. 1 User can use Multiple Apps on 1 License ? 3. Have 20 Employees , 10 employees we want to work on 9-10 Apps or may be more in future and other 10 we want work on 3-4 Apps only so my question is we have to buy 20 license all or we have to buy license As per Apps uses by employee? 4. wane know we can Use zoho Creator properly ? because we ddnt found out from where we can create new application in zoho
Using zoho one and keeping email addresses free
Hello, I'm currently in the process of testing zoho one. There are some application which I need the full version, while others I don't. Here is my question... I need the CRM, Project, and Books as full version. I also use email. Is it possible to have the apps I need with one username using it as Zoho One, and have 5 mail user using the free version. In other words, if I am using Zoho One, can it be mixed with the free version as well? Thanks in advance.
How can I fetch Accounts created since a certain date?
Hi I'm using the Java API and am using the getRecords method to get BulkAPIResponse. I'd like to fetch Accounts created (based on Created_Time field) after a certain date using the API. Can you please help? I have tried using searchByCriteria, but not sure what the criteria format is for >, <, >= etc. Thanks
Operation not permitted [dvkh@enpro.com.vn]
I cant click at Detail account. When I click. Its all what I see (attach image) Please help me to fix it dvkh@enpro.com.vn
Zoho Reports- Create interactive timeline visualisations of reports
It would be great to have the option to create timeline visualizations of reports that "play" data over a period. Great example I want to show the changes (increase) in sales on a map report over a period of time.
Zoho CRM > Google Calendar
Hi, trying to connect Zoho CRM to an external Google Calendar creating events in various calendars by setting a Zoho CRM parameter. It almost works but how can the data be formatted correctly so that Google calendar will accept the event? Also how can I update existing event or delete them? This is in Flow
Linking CRM to Projects
I'm super-admin. I have access to everything in Zoho One. But I cannot create or associate a project from CRM. It says I do not have permissions. Where do I start looking?
Durations don't show in Plain task view unless start/finish dates are set
If you set a duration for a task/sub-task, this shows up in Classic mode, but not in plain mode on the task list. In plain mode you can correctly filter tasks by priority, but in Classic mode you can't. This creates an issue.
Concierge?- no your on your own
I was really excited when zoho one came out as we have been a long time zoho using company and we would be finally able to bring it all together. our accounting team thought it would be a great time to try out Zoho Books as we currently use Zoho Invoice and an outside accounting solution. After some false starts and difficulties we had got it all running. zoho books- great no more double entering on our system. being in the uk we have our own tax system, but we noticed that the facility was not on
Access denied for IP
To my knowledge we have not set any IP based restriction Still one of my staff get the attached error when she tries to login from her mobile using mobile internet data Please suggest what could be wrong "Access denied from this IP address. Please contact your Administrator"
Subtask durations should be totaled in parent task
I've only recently started using Zoho Projects, but I'm very confused that sub-task durations are not rolled up into the parent task duration. Without this, it seems impossible/really hard to work out how long everything is going to take when planning a project from the bottom-up. Am I missing some way of setting the system to do this? It feels like it should be a standard function for any project planning system, doing some research it looks like people have been talking about this for over 5 years
Remove applications
Can you remove applications from Zoho One?
Client users
I have enabled the integration of zoho crm with zoho project here. What does "Import from CRM" do here ? Does it import all the contacts in CRM or all the accounts here ? How can i associate a project to a CRM account ?
ID USER
Hello, I want to export a list; but I'm requested a login and password: This will be a password protected file. To open the file, please enter the first four characters of your email address and the last four numbers of your Zoho user id. I have the email address but I can't find my ID or any ID, anywhere. Where can I get it? Thank you, Muriel
Emails to be sent out at different stages
Hi, Please can I have some tips.. I am trying to send 4 emails (1 every 3 months) containing a survey through campaigns. I have an autoresponder set up based on a date field having being a certain number of days old, but it doesnt look like anything is going out. Is this the best way or shall I try something out? Thanks A
Website Hosting...
Does the basic package cover website hosting? Or do I need to go to goDaddy or something?
Automatic importing of Email Events to Calendar
At some point, google started recognizing and automatically importing events in gmail into google calendar. Is this feature available for Zoho? It seems to include meetup.com events as well as eventbrite, not sure if there are others.
Scheduled session only opens in web browser?
Although I use the Windows desktop app for Zoho Assist to support my customers, when I schedule a session in advance it seems those session will only start in a web browser. Is there any way to access a scheduled session from the desktop app?
No puedo crear usuario nuevos ni editar los actuales.
Estimados buen día. En el portal de administración ya no aparece los botones de user details ni user access por lo cual no nos deja ni crear cuentas ni editar las actuales. Muchas gracias.
The number of items per page always resets to 50. Can this be sticky?
It would be great if you didn't have to constantly set this repeatedly, but instead just have it just stick - at least for your current session. It's a pain to have to be constantly change this setting - especially for CRM and Inventory.
Question about Data Processing Basis
Hello, I have several lists that are considered B2B email marketing. The emails that are sent are to our external sales teams/distributors/sales partners. These companies help us sell our products to our customers. Therefore, the emails we are sending are product related and sent to those contacts that were provided to us by their company. Would these be considered legitament interest, consent required or contract? The LI choice asks for an attachment. Any help would be appreciated! Thanks
Our agent statistics are grossly incorrect due to the 'on-hold' status not pausing the clock. I know this is a known issue, but is there any other workaround to getting more accurate stats?
Hi, The main reason my organization purchased ZohoDesk is to get accurate ticketing statistics. Since sometimes customers take a long time to answer, our resolution time is insanely wrong. It marks one agent currently as 120hr response time. That isn't fair for the agent, because we like to use statistics to judge agent efficacy. Is there any possible workaround for a different way to make the statistics more accurate?
Connecting to outlook.com smtp server
Hi, Trying to set upp my outlook.com email account as a send to address in zoho using outlook's smtp server. On the settings page in zoho for adding an external from address I can't get the settings to stick. Custom smtp Port 587 TLS Authentication Yes Username Password I can add all these details in but the Update button when clicked produces a spinning icon but I remain on the page when the icon disappears and can't progress. Any thoughts? Thanks
Back to the old eMail UI (User Interface)?
Hello We want to go back to the old UI. The new UI has a worse workflow and we miss some functions like displaying the email size or displaying the email direct link or displaying the email content below the email list etc... How we can go back to the old UI? Best regards, André
Remote Screen Resolution
I have a remote system that runs with a very high screen resolution. When I connect to it via Assist, the graphics look fine, but any text is very hard to read. It would be great if Assist had the option to display remote systems at a lower resolution so that text is easier to view and screen updates would be quicker. Thanks, Jon
Do subscribers synced from CRM change lists after changing criteria fields in CRM?
Let say you have 2 CRM to Campaigns syncs: - Sync 1 for "Non qualified" leads to campaigns list "A", and - Sync 2 for "Interested" leads to campaigns list "B" now let say lead "Joe Feen" was "Non qualified", received a campaign email about a new product for what he is now qualified and he calls back interested. The sales agent change his status to "Interested" and now "Joe Feen" goes into list "B" for "Interested" leads. Is Joe Feen removed from list A in the next retrieval? by itself? or do I need
Exporting Emails
Hello, How do we export emails from Zoho to another email client / webmail if that were necessary? Thanks!
Change Default Start Page
Is it possible to have Writer start with a blank document (or nothing at all) instead as currently with recent documents and templates? Thank you.
GDPR
As users of ZOHO ONE, what is the best way to request consent to comply with GDPR? We use CRM and Campaigns with synchronization services. regards
Plantillas, insertar imagen
Hola, mi problema es el siguiente. Creo una plantilla y le inserto una imagen desde mi equipo. Cuando envío el mail, quien lo recibe no ve la imagen. Tampoco me permite elegir imagenes que tengo cargadas en zoho. Como soluciono este incoveniente. Gracias.
ZOHO Concierge
When I signed up for ZOHO-One, I filled in all kinds of information for the ZOHO-Concierge. I understood that I would be contacted by the concierge and that s/he would help me set-up ZOHO-One for my businesses. Meanwhile 5 months further, I haven't heard anything from the concierge. Did I understand it wrong, or am I supposed to do anything more?
Associate field from one module to another
Hello! I would like to know how to do the following: In my Potentials module, I have a 'Shipping Address' multi-line field. When I create a purchase order, I would like a field to auto populate/pull that shipping address. All purchase orders are connected to a potential with a Lookup field. Thanks in advance for any help!
I want to send to the first 50 out of 844 in a list. How do I do that?
I looked at segments but can't figure out how to segment by First 50, or something like that.
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