How to chose Forms as triggers at Campaogns
Hello. I would like to chose forms as triggers at Campaigns, but forms do not appear on puldowns. Please show me how to chose Forms, which are made by Zoho Forms, on puldown menu. Thank you.
Duplicate rows in live data to same table in Sandbox table
For example, How do you duplicate rows in live "Accounts" table to "Accounts" table in Sandbox? I've done the export from live table and import into sandbox table, but the "Id" for the rows are not the same, it doesn't matter so much that the dates(i.e. created,modified) don't match but I need the main row Id column, ParentAccount_Id to match. TIA
Seperate Super Admin Role From User Profile
Hello! I am new User of Zoho One and I have a challenge with the way that the Super Admin profile is associated with a User profile for all applications. In many instances having the super admin as a permissioned role associated with a user that is easy to connect and disconnect from the user allows for better distinction within the Zoho Administrative setup process. Here is an example where this has caused an issue: Our e-mail system has team and individual user e-mails. Our super admin is the
How to best automate a few emails
I'd like to be able to automate a few emails to my Customers using Zoho One but not sure the best way to approach this. Purchase is made on website and info is added to CRM via an automation I've already built. I'd like to send an email immediately when the new contact is created (basically at the time of sale). I'd like to send a second email the next day at 9am. I'd like to send a third email 2 days later at 9am. I was able to get the first one sent easily with a workflow in CRM, but the workflow
Autoresponder
Just one autoresponder for a webform is not working. Is there a way you guys could walk me through why this is? I have been stuck on it a while.
Time to update the notification email template?
Hello Zoho, Since the beginning of our Zoho Desk usage you have the same standard notification template that we receive if we FOLLOW any topic on this forum. The sames template is used for our own client portals. I was always usable but a bit weird, I think. On my mobile phone is puts all the text information (the only important information). Please see the screenshot of the comparison of the full area and the area you use. I suggest you update the template to make it more native. Why don't you just
Advice on creating a collection of Campaigns
A campaign is a single message or offering at a point in time to a specific audience. Sometimes we want to send a sequential series of these. For example: Campaign 1 – January - discount on soups Campaign 2 – February - two for one desserts Campaign 3 – March - free appetizers In reality, during the year we would be sending multiple “Campaigns” that together make up an ordered collection of “Offers”. What would be the best way to organize this in Zoho CRM? Would Campaigns become a collection of
Calendar no longer renders links correctly
If a link (format: https://www.example.com) is typedinto the description field of an event.. the raw html associated with the link is saved to the event insttead. Event description Output: <a href="https://www.example.com" target="_blank">https://www.example.com</a>
Help Please
Hi Can anyone let me know if it is possible to get email notifications each time someone downloads a file from Zoho WorkDrive. I want to set notifications for all my file downloads. When anyone downloads the file, I should be able to get email notification that file has been downloaded by "Name" on (Date) at (Time). Also if no one downloads the file within 3 days from the upload date, team members must get an email notification that the file has not been downloaded yet. Thank you.
Downloading files from workdrive external link
we have many external folder that our clients upload and download from, however today we cannot download from them at all, it just goes round and round in circles. The same for file share links? Is there an known issue about this?
Why can't we send emails through the Clients Tab ?
Hello, I have trouble understanding why we can't send emails to client's contacts directly under the Tab Client (like I can do it with Zoho Recruit)? Regards, Olivier
WorkFlow : Can a condition refer to a field in other module?
Hi Zoho, 2nd post, 2 questions. :) I'm trying to work with workflow without coding custom function. So, in Workflow, when we define the condition, can we refer by # or $ or else symbol to a specific field in other module ? In this example, when a Call is done, I would like to copy the Calls/Call_Result to Leads/Call_Result. So, in condition, I need to be sure the Calls is related to a Lead's module. I know ${xxx} refers to global constant as ${NOTEMPTY}.. So, may any global constant exist to indicate
Cost Price + Custom field (%) = Sale Price
Hi, I would like to create a custom field. It would automatically put the sale value. Ex: Cost Price + Custom field (%) = Sale Price 100 + 10% = 110 Is it possible with Zoho Invetory? Other questions: I have Zoho One, I have 1 parent store, 2 branches and 1 website (Ecomerce - With an API joining Zoho Invetory and Magento2). What is the best program to manage this product and sales, Zoho CRM or Zoho Invetory? The Zoho Invetory may be the most appropriate, but I see that his settings are more closed
Purchase Orders, Invoices etc. should show if they are associated with a project
If you look at a Project you can see all the associated transactions. But if you are going through purchase orders or invoices etc., there is no way to even see that they are asociated with a Project. Please consider adding a field to purchase order, invoice so the user can see if it's associated with a project (should show the project name). Thank You
Docs lost synch or mis synchs
I searched on this but found nothing, so am,posting this in case other search for the same thing. Docs lost its synch. First thought was to reinstall, so first created a new archive folder so I wouldn't lose anything, uninstalled, installed the latest Docs. Nice to know it was aware of the original folder on my local computer even though the folder disappeared out of explorer after the uninstall. It was still there in some form Docs recognized. So all is back to perfection now. Don't know why zoho
Sort timesheets in portal
Hello, the customer portal is very practical on Zoho Invoice. However, when a project contains many tasks and timesheets, it is difficult to navigate the portal. Is it possible for the user to sort timesheets by date (for example) from the portal? Thank you
This Week in Zoho News - CRM Zen Show Episode 100
Click here for full episodes and more. Zoho News Zoho Forms adds SMS Notifications Send an update in the following ways: Using SMS Notification templates for all records added or updated Using Form Rules to send a message only if a condition is fulfilled Some Upcoming Zoho Creator Platform Updates 10 New Features rolling out in June and July Zoho Sprints adds Roles and Profiles I thought this was already a thing. But if not, well now it is. You can set up access profiles in Sprints now. Zoho Backstage
Automatically approve registrations in Showtime
We are considering using Zoho Showtime for Ondemand trainings. How can we automatically approve Showtime requests coming from an attendee whose email domain is in the approved list? Wondering if this is where Zoho Flow can be integrated with Showtime.
How to change from .com to .io
Hello, I made a terrible mistake and clicked .com instead of .io on my domain. Is it possible to change this? If yes, How? Thank you
Changes in the script
Hey, I have created a bot and now I want to use the loop in that. it is like Bot asks the question for a number of guests and if we click on any of the numbers in slider then it takes us to the option such as canopy machan, jungle machan, etc. And after selecting one of the options it goes to the images and some text. Then it says thanks and goes to the next bunch of questions. So I want after showing the images and text the bot should ask about "Do you like to go back to check the more machan? yes/no.
Does closing a Zoho Account release the login email for that account?
I have a Zoho account I established a long time ago to use as a test. I am now using a paid Zoho One subscription, and I need to use that email address as an alias in the paid account. Does closing a Zoho Account release the login email for that account?
I am zoho one user and asked to pay for using flow
Dear team, I have choose zoho one and subscribe to all employee plan and when i am using zoho flow it say i need to upgrade where as you have mention in your website that zoho flow is the part of package when we subscribe zoho one. Please let me know about it. Regards, Admin Park View by Vision Group
I'd like to know if there is actually a SINGLE mid-size company using ZOHO successfully?
I am asking this in earnest... I would really like to see if any mid-sized company has actually had success integrating ZOHO successfully into their organization. Our organization was initially attracted to ZOHO because of its (seemingly) enormous amount of features that we could grow into. So we committed to the platform. However, as time has gone by, and we have attempted to integrate additional zoho apps, it has been nothing but heartache and massive wastes of time. The fundamental question we
1 Account Multiple Domains and Mails
Hello Zoho, I have a question, something weird is happening in my account I have Zoho account under email address omarzein84@gmail.com And I have another account under omar@vapester-lb.com Somehow they are connected together and omarzein84@gmail.com dose not really exist, If I login in it takes me to vapester mail directly. I have another question Can I add more than 1 domain and more than 1 Mail account into 1 Zoho account For example I have another Zoho account under the name omar@rosmars.com
A few pet peeves on long-standing issues with Zoho CRM
While I am overall happy with the Zoho One platform, there remain some seriously weak points int he CRM that make me wonder what on earth the devs were thinking. When you set a company financial year in the Company Settings, it is not applies anywhere YEAR is used to filter or create a report. Basically, the setting is ignored. People looking for "opportunities this year' or other common tasks or developing sales charts are completely at a loss as to why their numbers do not match. Zoho needs
CRM - Duplicate Warning (not unique field)
Is there a way of warning a user about potential duplicates (potentially with links to those that match the criteria), but enable them to override and create record?
Disable all automatic notifications
Hi, I have over 100 old sales orders and around 65 purchase orders, that I need to get into the inventory system from our old CRM. However, I want to avoid any email notifications going to clients for any part of the sales order and shipments. Also, no notifications to suppliers for the purchase orders. These are historical orders that we need to in the system, but not notify anyone whilst we add them and move them through the workflow. We need to 100% not have anything go out, as this will confuse
Yeastar Phonebridge Integration
I have been using the trial for some days. However i am facing challenges with Zoho Phonebridge when using Yeastar S Series PBX. Phonebridge is successfully configured and enable. I can make calls from Zoho successfully. The problem is Zoho is neither keeping any record of the Outgoing Calls nor is it accepting and recording any Incoming Calls.
Why are my Sync results always 0 contacts?
I'm trying to Sync CRM Leads to a Campaign Contact List. Every time I do it, I get 0 contacts in my list. What step am I missing?
Zoho Mail TEMPLATES = Canned Responses / Macros / Automation
We are currently testing Zoho one, and are on the 30 days trial. We are currently using emails synced with IMAP in Outlook, PC based software. We are strongly considering moving all our email interaction to the cloud, as we currently have all reminders and other Outlook-based functions PC-based, and cannot be accessed remotely on the cloud. We love all the many unique functions that zoho mail offers, and they are all cloud based! But we currently use the following software that really speeds things
Required Fields
I noticed upon using ZOHO for months now that there are some really good features in the product. I like the idea to mandate or control fields of which ones are needed when adding to the LEADs area in the CRM. We have required our users upon inbound calls to type in the first and last name, and recently noticed that several are random characters on the last name, meaning they have filled in the proper name. Speaking to the reps, they have inbound calls from mobile users and sometime lose the contact
Addon Payments from CaixaBank
Hello, We are working with a spanish bank called Caixa Bank who has offered to us Addon Payments as a platform to manage e-commerce payments. We are currently using the integration with Stripe, and they have told to us that they are working with Zoho. Could you please tell me if you have planned to integrate this payment platform? It is operated by Comercia Global Payments. Thank you very much, María
Copy Multi-User Field to Multi-Line Text Field via Function
I need to include a multi-user field in our Won Opportunity email notifications. Unfortunately, multi-user fields are not available as merge tags. It's been suggested that I use a function via workflow to transform the multi-user list to a text field that I can use in the email template. This is fine by me and I'm comfortable with the workflow, but I'm not sure how to write this function. Any help here would be appreciated.
problema
Estou apenas recebendo e-mail, não consigo enviar e escrever a mensagem. Ao clicar enviar esta dando email invalido. O QUE FAZER ?
Cross organization collaboration on projects
Hi all, we have following preconditions: - company ABC has a zoho one license - company 123 has a zoho one license We want to work together on projects and share files with workdrive. How can we do that?
Zoho One custom portal DNS setup- consistency
Hi, When integrating a new Zoho app and creating a custom portal, I've noticed that- 1. many apps have different requirements 2. the validation checks are different 3. many of these can't be checked after setup A number of times I have set up a new app, had problems, and deleted the wrong DNS record because you can't view them once set. I've even broken one custom portal when setting up another one. Would be great if we could view the required DNS records for each app, and even better if there was
Cannot edit records from Zoho CRM APP, however I can edit the records from browser version
Hello. I have a problem with the ZOHO APP for IOS. When I try to update a record it says I "don't have access to edit, only view". However, when I go to web version I can edit. Seems like Data sharing settings only work in the browser version??? Thank you
Delivery note number in the invoice
Hi When im creating a sales order and then create a delivery note in zoho books I got a unique number of the delivery note. I would like to transfer automatically this number to the invoice that im creating thought the "convert to invoice" button. Until now I just added in the invoice page a customize field that call "delivery note number" and I need to copy it from the delivery note page. There is some way to do it automatically ? Thank
Adding all opt-in in one list
Hi, I followed this thread to set up my test opt in campaign https://help.zoho.com/portal/en/community/topic/setting-up-optin-campaign it was successful for the test list and i have now there the dedicated segment. In a meanwhile I have some other lists where I am going to segment the contacts for opted in and not opted in. I have also a third list - migrated subscribers from another marketing automation system. The question is how can i create 1 master list which will contain: 1) only those who
Webforms with Visitor Tracking
When setting up a webform with Visitor Tracking it adds a "chat box" along with the webform to the web page. I want to track the visits but i don't want the chat. How can I get rid of or hide the chat box?
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