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• Making Email More Secure: Understanding DKIM and SPF

  Imagine you’re sending an important letter to a friend. You write your message, put it in an envelope, and drop it in the mailbox with your address (From Address) and your friend's address (To Address). But what if someone along the way tampers with your

• Unable To Score Quizzes Created From Question Bank In Zoho Learn Courses

  I am unable to publish results from quizzes learners have completed through Zoho Learn Courses. Details: Quiz created with question bank Learners finish and submit quiz I am able to review and mark scores for questions, but the scores are not recorded

• How would you improve this lead life cycle scheduled function?

  void schedule.IntegratedLeadProcessing() { // STEP 1: Retrieve Leads from CRM leads = zoho.crm.getRecords("Leads",1,200); if(leads == null || leads.size() == 0) { return; } // STEP 2: Process Timeline Engagement & Update Lead Status currentDate = zoho.currentdate.toDate();

• Email Sequencing

  Bigin desperately needs Email Sequencing. We have to buy other software to do this and bigin doesn't sync with many outside software. Email Sequencing means if someone doesn't reply/open/click an email, it can automatically send another (or a few) after

• Usuários do Zoho Recruit no Brasil

  Gostaríamos de interagir com outros usuários do Zoho Recruit. Acabamos de completar um ano de utilização. Quem mais usa? se usa outra qual é?

• Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

  Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello

• Add discount column to zoho books quotes

  I've added the discount column to zoho book quotes per the below. It shows on the template preview, but when I save it and go to quotes it doesn't show up on the quote or pdf. What do I need to do? Attached is the template preview, but the discount column

• Zoho Client form visible before pressing book appointment in Zoho Booking

  Is there any way to have the Client form (name/phone) visible before pressing book appointment in Zoho Booking? I just want to be able to fill out the client info form before selecting a time to book an appointment thanks

• Request : Icons/Symbols/None for Events

  When creating events it's distracting that it uses the first character as an icon. It would be greate to be able to customise/brand this section as well : Example : the characters 3 and C in the coloured block looks inconsistant

• Calendly Maximum bookings per day

  This is a simple feature and I'm not sure why zoho bookings hasn't implemented it already. You set a maximum bookings per day (by consultant and/or by service). Calendly offers this in their free plan. This makes sure your schedule doesn't get 8 hours

• A consultant with different working hours for each workspace

  As of now, it doesn't seem to be possible to set different working hours for a single consultant in two (or more) different workspaces. For example: A  consultant is going to work 2 weeks/month at workspace A and 2 weeks/month at workspace B. Yet, right

• Date format in the Account settings are not reflected in other applications

  The issue where changes to the date format in the Account settings are not reflected in other applications. Not only the date format, but even after switching the language in some part remains the same. This issue has persisted for a week. Could someone

• Multiple Bookings

  Are you able to add multiple booking functionality so that if a client is booking multiple services in a single appointment, they can do that and only pay once rather than book and pay for each service separately?

• Zoho Bookings NOT Reflecting Accurate Timezone Settings

  Hi - I am having issues with Zoho Bookings, as the timezone that is showing on the live page is not reflecting the customer’s time zone (see screenshot showing 12:15pm scheduled meeting with 11hr difference reflecting the same timezone MST). I have updated

• Integración de Zoho Bookings en Shopify

  Hola, ¿alguien sabe si es posible integrar la aplicación de reservas de zoho en shopify? no quiero decir incrustrar la página de reservas en la web de shopify, sino integrarla en el checkout de shopify y vincularla con los productos-servicios de la web

• Integrate zoom with zoho bookings please; or add optional times in zoho meetings

  Just like events - these online meetings like zoom need to be integrated with zoho bookings, and there needs to be option for customer to book a time slot. It should not be dictated by CRM user.

• How to show dynamic icons on Zoho Creator page

  Good day! Suppose I have three KPI panels at the top of a Zoho Creator Page. Each panel compares a current year metric to a prior year. How can I dynamically display an up or down arrow icon next a metric? 1. I tried creating a page variable with the

• Workflows User based or Organization based

  Hey everyone If we setup a workflow with User X on the leads module for example will this workflow be working even when another user is working on the same lead as i do. Basically the question is are workflows organization wide or only user based? B

• Unable to Merge & send for sign collection - Error "Failed to send for collection. Internal error occurred in Zoho Sign."

  Hello, We have been using Zoho CRM to create Contracts thru mail merge and then "Merge & send for sign collection", now we cant use it anymore, for some reason zoho sign creates a "Draft" of the document but never send it, what can we do to get back the

• Import Woocommerce Orders to Zoho Books with Zoho Flow

  Hi folks, is it possible to import Woocommerce orders to Zoho Books using Zoho flow? Usually the Woocommerce Orders have several line which would need to be imported. When I click on "use this flow" it will have me sign in, which is fine, and then I am

• Listado con descripción de artículos

  Buenos días En nuestra organización tenemos artículos genéricos en los cuales concretamos medias o colores o acabados en la descripción del artículo (ejm: tenemos el artículo estor a medida y en la descripción ponemos la medida concreta que necesita el

• Track client progress and reminder

  Hi I would like to use Zoho CRM to track my client progress and also send reminders such as assignment reminder due and schedule as well as reminder to sign Soho sign reports. I have read a bit about workflow and blueprints however I'm confused on which

• Data reset

  Is there a reset button that I can restart the whole process fresh new ? It's costs much effort and time to erease everthing one by one

• How i find out day from date i.e. Monday, Sunday etc

  I have all 30 days of month ,and as i am holiday approval ,I want to add holidays of my company is on saturday and sunday and government holidays also.How i know from date it is which day..

• Auto assignment of tickets to an agent in Zoho Desk based on Account owner in Zoho CRM

  Hello everyone! I have written a custom function in Zoho Desk to automatically assign a ticket to an agent in Zoho Desk based on the account owner in Zoho CRM when a new ticket is created in Zoho Desk. I hope this helps who need it. You must create a

• Credit Card Terminal for Zoho Books

  Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You

• CC someone in email campaign

  I would like to CC my CEO in an email campaign I am about to send out. Is this possible in Zoho?

• Sending out a lot of emails, not sure who to follow up with

  When sending out a lot of emails through bigin, we need a way that a TASK is added to the deal to follow up if they haven't replied/views/clicked in x days.

• Schedule workflows to run on business days only (not weekends)

  Is there any way in Bigin to set workflow automation emails to run only on business days (Monday-Friday) and not weekends? It will be strange for my customer to receive an email from us on a Sunday for example, if my workflow is set to send an email in

• Zoho CRM Customization for Real Estate Agents?

  Evaluating Zoho CRM for residential real estate sales and wanted to ask if anyone has been using this and how they like it? I'm comfortable making modifications to fields and modules but looking to get some insight on how people use the different modules. Leads, Contacts, Opportunities..... there seems like some overlap with these for a B2C model like residential real estate. Anyone walked this path before and can offer some tips?

• Automation #16: Automate Ticket Reopening on Scheduled Timestamp

  Hello Everyone! This edition uncovers the option to schedule reopening a ticket automatically. Zylker Finance tracks insurance policyholder activities through Zoho Desk. For policyholders who pay monthly premiums, tickets are closed upon payment completion.

• Importing data into subform

  Hi, I have a multi-line field that I want to replace with a subform in my deal module (so that we can date individual entries in the future). I have exported the content from the multi-line field that I will be retiring, but how do I mass update the subform

• Recurring Projects

  I'm wondering if Zoho has the ability to automatically create recurring projects. For a monthly service with several milestones and tasks, for example, can the system automatically create the next months project once one is complete or once the new month begins? I've been searching forever trying to find a solution for this with no luck. Would love any help or suggestions!

• Fetch each workday date between two dates

  Hello! Is it possible to fetch each workday date between two dates, and then insert a record on each of those dates on a calendar report?

• How do I add our corporate fonts to campaign template?

  We have developed a custom campaign template in Zoho Campaigns. Unfortunately there is such a small option of fonts by Zoho default. We need to add our 2 corporate fonts so that our campaigns are in line with our brand. How do we do this?

• how can i add my sim cards and integrate the to zoho sms campaigns

  how can i add my sim cards and integrate the to zoho sms campaigns ... i have 6 etisalate numbers and 50 k sms per month ... and i needed to do do via zoho

• Tracking Agent Diligence in Updating Records

  Our organization mainly focus on B2B. While we've implemented automations like pushing info from web forms into CRM, we often get info from events and individual networks. The complete/updated info relies in the agents who directly interacts with them,

• Not receive OTP via phone sms

  Hi, I have a Zoho account where I cannot sign in it as I not receive the OTP sms. Previously can receive but start from yesterday not receive anymore. The phone sms working fine as I still receive sms from others.

• Why Can't I Add Multiple Facebook Fanpages on Zoho?

  I want to more fanpage Facebook

• Feature Request: Search in the PC client. Some thoughts about the search.

  Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to use

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