ご検討中の方

• Recent Topics

• 【Zoho CRM】メール機能に関するアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からメール機能に関するお知らせをご紹介します。 これまで、Zoho CRMから直接送信されたメールにはユーザー権限が適用されておらず、役職に関係なくすべてのユーザーがメールにアクセスできました。 一方、IMAPやPOPサーバー経由で管理されているメールには権限設定が可能でしたが、CRM内で送信された個別メールや一括送信メールなどは全ユーザーに共有されていました。 今回のアップデートにより、メール機能に新たなメールのアクセス権および共有に関する設定オプションが追加され、以下のことが可能になりました。

• Application Menu

  Dears, Just a little bit pushing on this :D. Really hope this is going to be released soon.

• Zoho CRM App - Links

  Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene

• Notebook, colors on fonts disappeared

  Woke up this morning and all my color was gone. I have a note in which I change the font color on certain items to make them stand out. All that color is gone. Tried looking at past versions. Nope. Gone. Now I have to go through the equivalent of 20 pages

• Map Contact to Account record based on email domain

  Hi Community, I'm looking for a (presumably custom) solution to map Contact records to Accounts based on web domain. E.g. new Contact record John Smith with email john.smith@acme.com is automatically mapped to Account record Acme Ltd https://acme.com

• Question about on User input workflows

  In my app I have a field for device IMEI which should trigger a check on an external API through an invokeUrl. But it seems the workflow will only run after the user has moved the focus away from the field by clicking somewhere else. However, if the user

• Error using new beta Import functionality with custom module

  I'm getting an error using the new beta Import functionality in Desk to get some data into a Custom Module. My custom module is called "Senders" and is linked to "Accounts" with a Lookup field. In the csv file for the import there is a column where I

• Zoho REST API Create document issue

  Is it possible to use api/v1/requests endpoint to create a PDF file by sending the PDF as an encoded blob data or any other string format? https://www.zoho.com/deluge/help/sign/create-document.html I'm trying to send the PDF data to Zoho Sign endpoint

• Changing the installed folder name in Workdrive

  Hello, I have a problem with filename length causing me system problems. My company name is Motorsport-Developments. This means my workdrive is: c:\Zoho WorkDrive (Motorsport Developments) Because my folder and filename structure has to include very long

• Custom module in CRM - Would like to have a pdf report of a record once approved and closed.

  Hello I am using the custom module in CRM to create a non-conformance report process. Sometimes the process requires us to send a report once completed and closed to an external person, in the form of a pdf. Is this something I can build into a workflow

• Lock a mail merge doc in Writer

  Short story I've created some CRM merge docs in Writer and I'm sick of staff changing fonts and layout on a whim. All they need to do is hit Finish and Merge then print the doc. Is it possible to make the docs read only to everyone without admin account or to require a password to save? While I think about it can the doc merge the data fields automatically when it opens rather than hitting "Finnish and Merge"?

• Does setting and content of the customer's demo account still going on after they buy Zoho One?

  Hello, Does setting and content of the customer's demo account [created by a partner] still going on after they buy Zoho One?

• Capturing page referrer of Forms

  I have a form created in ZMA 2.0 and am reusing it on many different pages on my wordpress website. I want to be able to captured the page URL against the lead that fills in the form. I have found these instructions : https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/settings/marketing-channels/articles/web-pages

• Bug with copying workflows

  This is getting very tiresome. When I clone a workflow to use it as the base for another workflow - It doesn't disassociate. By this i mean that if i make an update to one workflow, it updates in the other workflow. I have assumed that when i clone a

• My followed tickets extension is not working under the All departments view

  Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p

• ワークフローでの自動返信メールについて

  Zoho Deskについて、この場を借りて質問させていただけたらと存じます。 【やりたいこと】 wordpressのフォームから送信された問い合わせ内容をDeskにて管理。 フォームからお問い合わせが送信されデータが作成された時点で、受理した内容のメールを自動で返信したく設定しております。 【状況】 テスト送信を行い、 ・フォームから送信された内容が正常にデータとして新規作成される ・フォームのメールアドレス欄に入力したアドレスがDeskお返信時のTOに挿入されている ・Deskからの返信が正常に届く

• Referencing a record's parent record

  I have a form Application with a subform Tools. Tools is a form in its own right, and I have a view of All Tools. However, I can't find a way to show in All Tools which Application each tools record is associated with (unless I add a lookup field for

• Translation in Zoho CRM now supports various regional languages

  Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, Imagine

• Samsung watch zoho app

  Hi, is there a way to see zoho mail on the samsung new watch? Or are there any zoho apps that can be installed on the new samsung watch 5 or 6?

• Two way sync between Bookings and Zoho Mail Calendar

  Is there a way to enable a two-way sync between Bookings and the Zoho Mail Calendar? As far as I know, it is only possible to check conflicts from Bookings and push meetings from Bookings to the Calendar. However, when I press the sync button, appointments

• Employee Sharing Platform

  Hey, I have a group of companies that share employees and crews. I would like a platform where somebody (person A) who needs help can post the job and then other crew leaders can bid on the job (with an hourly rate or something like that). Person A can

• Language barrier and impossible support process from Zoho One support

  Support for any Zoho One product is proving to be impossible... Long tickets and chats that drone on for simple inquiries, often several requests by Zoho support to re-phrase or clarify perfect, concise questions. After you do so, which takes at least

• Flow error "given url is wrong"

  when I setup a flow to update a task status, I get an error when it runs that says "given url is wrong."

• Is PageSense included in Zoho One?

  PageSense is marketed as part of the Zoho One product suite, but when I login to PageSense it prompts me to upgrade (in 31 days I suppose) even though I am on a Zoho One subscription. Is PageSense included or not? If not, then please don't market it as

• Automation #3 - Auto-sync email attachments to tickets

  This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Most of our customers use email

• Project and Workdrive relationship

  Hello, Since Zoho Project is linked/associated with Workdrive, is there any way to fetch the ID of the Workdrive Folder associated with a Project from the Get a Project API?

• Zoho Expense suddenly not working on iPhone X Max

  With the last app update -- which it appears was 3 days ago -- Zoho Expense no longer works on my Apple iPhone X Max. (7 year old phone) I updated both the phone AND Zoho Expense -- and when I click on it...it starts to open...then just disappears. It

• Invalid Value Passed in customer_name API

  Hello, I am trying to send data from zoho creator to zoho books, while doing that it throws me an error {"code":4,"message":"Invalid value passed for Customer Name"} This is the code: void BooksIntegration() { mapp = Map(); mapp.put("contact_name","Bhavik");

• Thermal Printed Receipt

  Hi, It seems ZB supports thermal printer invoices as it has ready templates for it with page sizes suitable for thermal paper rolls, but what about payment receipts? customer receipts are even more important since they record the payment done by the customer!

• How to transfer emails from G Suite to Zoho Mail account?

  Check out Advik G Suite Migration Tool for Windows. This software is socially designed to migrate from G Suite to another cloud email server. During migration process the software maintain the key elements and folder hierarchy in as it is form. Hence no data loss or modification will take place. Steps to move from G Suite to Zoho Mail account; Step 1. Launch Advik G Suite Migration Tool. Step 2. Enter G Suite login credentials and click Next. Step 3. Select mailbox folders and click Next. Step 4.

• Zoho Feedback: User Experience with Zoho One Suite

  Hello, I appreciate Zoho’s commitment to creating valuable products, and I'd like to share some feedback based on our experience with the Zoho apps within the Zoho One Suite. Firstly, I feel that the user experience would be greatly improved if the look

• Stripe payments via Books invoice link missing email - affects fraud detection

  Hi, All our payments done via Books invoice link have a warning: Integration improvement available This transaction is missing customer email address, which affects fraud detection. Why doesn't Books pass this info to zohosecurepay.eu/books/... for more

• Item/service subtotal

  Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

• Version History - in Enviroments

  Currently the version history in Enviroments doesn't show: User who pushed the change into Production Date this was pushed into Production This would be very useful for audit tracking purposes. Can this please be added to the Roadmap? Many thanks!

• invalid_client error.

  Hi, I am getting invalid client error while fetching Access token from grant token.

• Brand Indicators for Message Identification(BIMI) support in Zoho Mail Android app

  Hello, everyone! In the latest Android version(v2.7.7) of the Zoho Mail mobile app, we have brought in support for Brand Indicators for Message Identification. Now, the brand's logos and verification mark will be displayed on the email. Brand Indicators

• Record payment: Payment Mode vs. Deposit To and how to "connect" them!?

  How do we set up that when we choose:  "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose  "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose  "Payment Mode"=

• Zoho CRM Integration Form + Custom Fields

  Hi! I've created an Integration Form from Zoho CRM's Vendors Module, but I can choose a few standard fields and no custom fields I've created in Zoho CRM. There is a plan to add this feature soon? Thanks in advance.

• How can i download and secure all my mails from the archive folders?

  Hi, i would like to download all my mails from my archive folders and secure it on my external HDD. Is this possible? Thx. amir

• Zoho CRM for Outlook hanging

  We are currently experiencing issues with Zoho CRM for Outlook despite updating the Microsoft add on app and Zoho software to the latest versions. When working in Outlook on our Macs and PC's (not 365 on the web), when we try to link an email in Outlook

• Next Page