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• CRM - Workflow Rules to be applied and work across modules

  Hello, It seems that you can't use workflow rules in CRM to work across modules, is this correct? I need a customer account status to be changed IF there have been no new deals or new quotes in the last 6 months. I can't see this is possible? I can create

• Auto assign account owner

  hi, i need to auto assign leads and accounts to an owner by rules. i have created all the territories i need, and all territories have their owner. but when i want to auto assign a new or an existing account to a user by the rules of territories, only

• How do I enter phone extensions?

  How do I add a phone extension correctly so that when I dial the main number it will pause and dial the extension of the contact I want to talk to Greg

• How do you make tabs and place certain leads in them?

  I am trying to figure out how to make a tab for my Florida contacts, California contacts and New York contacts. I make a new view named "Florida Leads" but when I click on it, ALL of my leads pop up in the same view... Is there a way to move leads into different categories? Thanks, Wayne

• Boolean Fields in Mail Merge Displaying as Checkmarks

  I'm really liking the new mail merge functionality. It's replaced the Zoho Sign extension for us. One problem I've seen is that boolean operators (i.e. Checkbox fields) in CRM merge as "True" or "False". This looks a little ugly in my final document —

• Web to lead form not working

  I am starting to use this Zoho product (3 users for free) to see if it really does what it should prior to making a purchase decision. One of the important parts of the ZOHO CRM is the ability to create a web form that auto generates a lead. We have set

• Is this a valid email from Zoho or a scam?

  Hi, I received an email advising me to update MX records for Zoho mail. Is it legitimate? Thanks, Nelson. Dear Admin, You may know that your domain (eg, yourcompany.com) has an MX record that points to an email server configured to process email for your domain. We have noticed that some of our customers have used Zoho IP address (instead of DNS server name) in their MX records to specify the mail server. This is NOT recommended practice. Vendors will sometimes change IP addresses for number of valid

• Search on Postcode criteria not working properly

  Hi there, I used to be able to do an advanced candidate search on 'Postcode starts with' and then enter the first two letters of the UK postcode.  So if I used CH then it would bring back candidates in CH1, CH2, CH3 etc.  This seems to have changed in the last week so that it now only brings back postcodes that exactly match CH only.  I tend to use this search criteria extensively so need a fix for it asap please.

• Quotes vs Invoices vs Sales Orders

  We have the need to create either quotes, invoices or sales orders for services we provide to clients for our sales team to present to them.  However, we are confused in the purpose of each and which we should choose.  Could someone explain the difference in them? Also, with these, we will have setup costs for our clients and then fixed monthly costs.  For instance, we have services that are one-time services at $997 and then we have others that are monthly only ($250 per month).  In addition, we

• Tip 14: How to iterate a set of Deluge code a specific number of times.

  Hello folks, As you might already know, recursive functions are used to perform a particular action a specific number of times. We had explained this in detail in our Tip #2. Similarly, there is another way in which you can iterate a set of Deluge code 'n' number of times. All you need to do is to create a List and use the For each index task to iterate it for a specific number of times.    Here are a few use cases where this would be useful to you:  To create 'n' number of duplicate records for

• Can't set conditional layout rule on lookup field in Zoho CRM

  Namaskaram Zoho CRM team,      Usually any fields of module except mandatory fields can be hide using conditional layout rules.  But that can't be set on lookup fields event that is not a mandatory fields.  Many users are in need of that.   Crafted with

• Online Calculator

  Created a public shipping volume calculator for my website visitors to use. its pretty cool when you combine the power of zoho sheets and the web experience. I chose zoho because our users dont need to login or created acct like google doc users. this is great because ppl will accept the technology more without resistance. you can see the online calculator here: hxxp://www.dblusa.com/dbl_calculator.php peace! RSA

• All about Users in Zoho Projects

  To form a functional team, businesses should define different types of users in their team. Businesses can be effectively managed by inviting users to various roles. And, the person who has the administration privileges can invite or add users to various roles in the project. Two types of users Before going into the steps to add users to your portal or project, let's understand the different types of users:  Portal Users - Users who work for the projects in your team.                      ~ Portal

• Zoho Projects API 100 requests/2 min. Limit

  Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply

• Calendar Connection Enhancement

  Hello everyone, Greetings from the Bookings team. We're here to announce an important Calendar enhancement that will roll out soon. Let's take a look at what's being changed. Improved and more straightforward UI The Calendars UI is undergoing a complete

• Bookings to CRM - New Events and Contacts

  Hello, I have an issue with appointments taken by clients from a Zoho Bookings page. Previously when an appointment was reserved, if there were no client created in Zoho CRM, it would create it in the CRM through the integration between both platform.

• Generating Discount Coupons for Zoho Bookings

  Hi, Is there provision to generate Discount Coupons for appointment bookings? I could not see that in the settings and this is very much needed. Please suggest us. Thanks

• How do I remove mail hosting?

  I have a problem, I can't remove mail hosting. I need to remove them to cancel my domain, but it's imposible to cancel or remove the mail hosting. Please I need help urgently to resolve this problem.   Thanks

• Notes created in mobile app not syncing with web notebook

  I have created certain notes in a new notebook in mobile app. The new notebook is also created using mobile app and when I logged in through web I am unable to see notebook that I have created using mobile app. there is no trace of notes in which i have created in mobile app on the web even after days of creating in mobile app This is not the case vise-a-versa. the notes and note book created on web are accessible on mobile app on real time.  this is very inconvenient and big demotivating factor

• Desk - CRM Integration: SPAM Contacts (Auto Delete)

  SPAM contacts is a useful feature, but when the CRM sync is used, it is very frustrating. When a contact is marked as SPAM on Desk, I wish to do the same on CRM. When a SPAM contact is deleted, I would like it deleted from CRM. The feature looks half-baked.

• No more IMAP/POP/SMTP on free plans even on referrals with NO NOTICE

  Outraged. Just referred a colleague to use her domain (not posting it publicly here) to Zoho, just as I have other colleagues, clients, friends. Expected the exact same free plan features as I have and as everyone else I ever referred got. I was helping

• Mac Thunderbird zoho e mail account issues

  I have issues with a user account on thunderbird e mail client who suddenly does not receive emails, when you click get messages we get an error "sending of password for user ......did not succeed, mail poppro.zoho.com responded service unavailable" after

• PASSWORD

  Hello, I'm Joyce, my client used zoho for password sharing, he did share the canva but once I clicked on it it will not automatically log-in, instead I need to log-in again. My question is my boss log-in first to his gmail and use his gmail to log-in

• Kaizen #195: Frequently Asked Questions on Bulk Read API and Bulk Write API

  🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

• admin problem

  i can't to reach for the panel that i will create another mail to our company account i have admin access but i can't reach the panel our Company name Scale point my mail asmaa@dcalepointhub.com please can you help me Thanks

• 554 5.7.1 : Recipient address rejected: user [username] does not exist

  Hi, I mistakenly altered my shopify email settings (where my domain is managed), but immediately reverted them, however now I have a strange email issue. I can send emails just fine, but cannot receive them. I have tried all troubleshooting steps but

• Legit email address?

  Hello, I received emails from zohoadmin@biznetvigator.com with a password expiry notice. is that a legitimate email?

• SMTP Authentication Fails with App Password – “535 Authentication Failed” Error

  Hello, I'm trying to send transactional emails from my WordPress website using the WP Mail SMTP plugin with Zoho Mail (smtp.zoho.com on port 465 with SSL). I've created and used a Zoho Mail app-specific password for SMTP, and verified that: The email

• Deluge script issue : Mismatch of data type expression. Expected BIGINT but found STRING

  I'm building a Zoho Creator form to take inputs for Email, Bootcamp Name, and Tag. If a record with the same Email + Bootcamp exists in a custom module (bootcampattendence), I want to update it by adding a new tag. If it doesn’t exist, I want to create

• Survey end date extension

  Hi, Is there any way to extend the end date of my survey? I needed more time in finding respondents that is why I need to extend the end date of my survey. Help. Thanks

• Problem with signature in a forwarded mail

  Dear All, In my email account I created a signature and I unchecked the 'Place signature above the quoted text for relies and forwards' My question is, when I am trying to forward an email, sometimes I need to insert my signature so I select it from the

• Out of Office not working

  I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is

• Error message that says only images and no text

  I filled out a template for a weekly newsletter with text and images throughout but when I click save and next an error message comes up that says "Campaign content has only images and no text" which is not true at all. I have no idea how to fix this issue and don't know where the problem is. 

• Contacts Don't Always Populate

  I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

• Cannot add zoho email to gmail acc

  I'm trying to set up my zoho mail to connect to my gmail acc but no matter what I try I always get this problem. What should I do now? Password is up-to-date. Authentication failed. Please check your username/password. [Server response: 535 Authentication

• 553 Relaying disallowed - Invalid Domain

  I have this error "553 Relaying disallowed. Invalid Domain" when sending an email to any email address. But I still receiving email from other emails. I checked MX, DKIM, SPF and it's ok. Could you check and help? Thanks

• Turn off Organization Contact List

  We need to be able to turn off the Organization Contact list for some of our staff. Once the Organization Contact list is turned off for a user, we would then like to be able to create a list of contacts on per user basis that would not be editable by

• Unable to send massage Reason 553/ Relaying Disallowed. Invalid Domain

  Cant sed massages from my email. All massages from my domain received the same issue Unable to send massage Reason 553/ Relaying Disallowed. Invalid Domain

• Kaizen #194 : Trigger Client Script via Custom buttons

  Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a

• Make record entry more organized with the Sections component in Wizards

  Hello everyone! Wizards in Zoho CRM have always helped you break long record-detail pages or large sets of fields into multiple screens, making data entry smoother and more user-friendly. Now, we’re taking a major step forward with a new Sections component—giving

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