Zoho One E-mail with additional external mail server
Hello, I am testing Zoho One, and have found that the Licensing for Mail does not allow aliases or multiple domains to be used. These features are available in the stand-alone Zoho Mail program. The problem with this is that you cannot use this with the lower license price for One. So, has anyone used an external mail server (such as Office 365) which allows these features, then have this forward to Zoho One, which would then forward out to the Office 365 server. I guess this is similar to how many
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Error: Failure, Invalid or null criteria specified on API Edit
Here is an example of the XML Being sent. I am getting the error: "Failure, Invalid or null criteria specified" I am following from this page: https://www.zoho.com/creator/help/api/xml-rpc-api/xml-rpc-api-edit-records.html This does not make sense as the criteria does appear to be the correct database spelling. Down below is the example I am trying to make work. $xml = " <ZohoCreator> <applicationlist> <application name='student-record'> <formlist> <form name='Student_Information'>
When will my SalesIQ traffic count reset?
We are now a few days with no Online Visitor map on our SalesIQ. It says we have exceeded the traffic allowance. On what date it should reset for this particular account? Thank you
External person having trouble uploading large files into Workdrive
Greetings, I am trying to use Zoho workdrive in lieu of dropbox for my business as I have genuinely liked using the other Zoho products. My clients are having significant problems uploading large batches of files (often .pdfs) as well as large files in general (often video files). They are uploading from their desktop and at best it is going very slowly and requiring them to break files down into smaller chunks and refusing to upload larger files. Any suggestions on how to fix this or are there upload
Add Tags option missing from new CRM version
I do not see the option to "Add Tags" in the record detail page in the new version of Zoho One CRM. Is there any way to add a tag field to the record detail page in the new version?
This Week in Zoho News - CRM Zen Show Episode 93
Click here for other episodes and more. Zoho News Increased Limits for CRM in Zoho CRM Plus If you are a CRM Plus User, these are some nice increases. 10 validation rules per layout, increased to 25 2 custom modules per user license, increased to 5 20 active blueprints, increased to 100 WorkDrive adds True Sync for Windows (Beta) This creates a virtual folder in windows to access your WorkDrive files without taking up local hard drive space. New CRM Marketplace Apps 13 New Apps Including Mapsly,
This Week in Zoho News- CRM Zen Show Episode 92
Click here for other episodes and more. Zoho News Zoho Ramps Up Global Assistance Efforts with New Vertical Relief Plan Zoho “...is introducing its Vertical Relief Plan (VRP) comprised of programs and tools to assist businesses and organizations in need across three verticals severely impacted by the crisis: Education, Non-Profit & Government, and Retail.” Analytics Updates This update allows for Smart Data Alerts via Slack, Microsoft Teams, and by a Webhook Zoho CRM Date Preferences Users will be
Is Susbscriptions included with Zoho One?
Hi, we are signed up to Zoho One and I was under the understanding that Zoho Subscriptions is included within the price, however when I log in to Subscriptions it tells me I need to upgrade to go live. Why is this please?
Third party access to unattended computers
I'm looking for a way to get my clients whom I have remote support installed on to gain access to their own computers while we are all working from home. At present they have their computers and I can access them but they can't from home. I am looking to have a way to enable this. Adding them as a technician within our subscriptions would be far too costly of a solution and we wouldn't want to grant them that amount of access anyway.
How to calculate the date of the first and last meeting
Is it possible to automatically calculate (using a formula field) what the date of the first and last meeting in Events and the interval from today to the first/last meeting? or would we need to write a custom function?
Hiding old sales orders
Hi, In my sales older tab of the CRM I have hundreds of sales orders sorted by date, is it possible to hide the old ones, so I dont have to scroll all the way to the end to find the orders for the current date?
What do you get when you add a user to your Zoho One account?
Hi, Is there a summary of what all usage limits increase when additional user license is purchased for Zoho One? e.g. does it add additional records for ZOho Analytics, Additional number of customers/records to Zoho Creator, Additional Contacts to Zoho Campaign, Additional Brands to Zoho Campaigns, Additional storage to Zoho Workdrive, etc. Thanks
Time Calculation
I know this has probably already been asked and answered. But I have just recently upgraded to Creator 5. I am a longtime Zoho Creator user. I use a different way in C4 to calculate times. In C5 there is a TIME feature. Is there an easy way to calculate Time fields? Start_Time - End_Time to equal Total_Time All three of those fields would be defined as TIME fields
This Week in Zoho News- CRM Zen Show Episode 90
Zoho News Zoho Adds the Ability to Create Custom Permissions for Extensions Custom permissions are a new type of permission that you can provide in the extensions you develop. Zoho Booking now includes a free version of Zoho Meeting It is available in all pricing plans including the Free plan until July 1st Zoho Social Now Has Facebook Reviews The feature adds the Facebook Reviews column to your Monitor tab Zoho CRM Security Profile Increase The number of roles in the professional edition has been
Using ZOHO ONE software on remotely works.
Hello Our company is PC repair maintenance, but since I stopped all face-to-face work from the end of February, Naturally, the sales were drastically reduced, but I was in pain when Taiwan was SARS. Made a self-restraint decision much earlier than the government For that reason, the back office was realized in ZOHO until now as well as the online operation. I will report here because I have finally made it to the form of online operation even for practical work (PC repair / maintenance). First 1. What
Public Dashboards
Hi All, Are there any best practices/examples of stunning public dashboards that showcases Zoho Analytics. e.g. similar to Tableau - https://public.tableau.com/en-us/gallery/?tab=viz-of-the-day&type=viz-of-the-day Wondering, if we can make these dashboards more visually appealing https://culytics.com/blogs/cu-peer-comparison-dashboard https://culytics.com/blogs/cu-peer-benchmark Thanks, -Naveen
This Week in Zoho - CRM Zen Show Episode 88
Zoho News Zoho Finance Suite Updates for March and April Zoho Inventory Reporting Tags, Desk Integration, Customer Credit Limit & More Zoho Books This is a big update, adding a much needed Vendor Portal Enhancements to the invoice details page Customize layout and print reports and much more Zoho Invoice A lot of the same updates from books and you can now create items with identical names New Zoho Show Templates Released All the new templates include slide layouts, background styles, and slide effects.
getting a sales signal in Zoho CRM when a visitor is on my website
How do I get a sales signal in Zoho CRM when a visitor is on my website
Email accounts switcher layout BUG
Hi There´s a bug in my email accont switcher See here https://tinyurl.com/r9vr2ak How to fix it? Windows 10 Google Chrome updated
Automated email via CRM or Campaigns.
We've been testing sending emails from between CRM & Campaigns, following all their relevant instructions. CRM is far superior in automaton, delivery and engagement for our business. Both can be improved. Any hot tips outside of the manuals to help?
Would this work in Zoho Creator?
Hello, Would this be able to be made in Zoho Creator? A Sales tool where the everything is pre-defined for the sales person. The open up the app, select which products they want to add and based on certain criteria like if 3 phones are selected then automatically add a 3 phone card. At the end work out out a price based on pre-defined prices etc..? Then when the everything has been selected this gets pulled through into a document and automatically creates a quote with this information. Just want
Looking for a simple free/busy calendar to email to my clients
Hi, I subscribe to Zoho One so have access to lots of wonderful apps but I'm struggling to find a simple public free/busy calendar. I book days not small slots and I'm fed up with having to type out lots of available dates all the time so it would be nice to have a link to let my clients know when I'm free or busy.... nothing else. I don't need booking systems & I don't need my clients to know where I am or what I'm doing.... just if I'm free. I've looked at Zoho Calendar and Zoho CRM but neither
Opens by Location Chart not Supported - Map View
I have an active campaign. Click on Recent Campaigns, View Reports. Haven't changed any of the modules. Scroll down to "Opens by Location" module. Location Map the pin (map view is selected. Screen is blank with message of "loading chart. Please wait." Then message of Chart type not supported. (you can see to the left "FusionCharts").
Open Activities- CALL
Hello, My company has multiple instances do to different operations. We are seeing different views for "Calls" and i can not edit the field layout to mimic the preferred view. Image 1 is the one we want, image two is the other view showing that we would rather not work from because you have to actually call before saving. Any know how to fix this?
Zoho not able to send outgoing gmail from Zoho Desktop
I am unable to send outgoing emails from my linked gmail account from the desktop application. The outgoing works fine on the zoho app but not on the desktop. I am attaching a screenshot showing the "Bad Credentials" message. I have reset my password, reset the port settings and still am unable to get emails to go out from Zoho. Please advise. Dan
Mentioning users in Zoho Products
Namaskaram, Zoho Cliq allows to mention a user once per message. But Zoho Projects allows multiple times in one comment. In this, which one is right. If a user can be mentioned many time, then why that is not possible in Zoho Cliq. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @Cubeyogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Can I have an open meeting that we use throughout the week?
With my whole team working from home, I want them all to join a meeting for the day so I can make sure they are actually working. Yes, this is advanced babysitting, and I wish I didn't need to do this. It appears as if I can only schedule a 3-hour meeting. I had been using a Google Hangout meeting that was open for basically ever in the same calendar invite. Can I do the same with Zoho Meetings?
Site does not render the same on different browsers
I developed my site using the new UI and the Chrome browser. When I viewed my new site in Firefox and Edge, the text did not display properly. For example, I have a paragraph element that contains multiple paragraphs. It displays properly in Chrome. In Firefox and Edge, some of the text displays properly, but some the type size is changed? Any ideas as to whether this can be fixed?
This Week in Zoho - CRM Zen Show Episode 88
Click Here for the Full Live Show. Zoho News Zoho Projects Gets New and Improved Gantt Charts A completely revamped UI and a handful of nice new features. Zoho Creator April Updates on The Way Hide/show seconds in reports Freezing the subform header Layout designer for a quick view Shared analytics JavaScript support New Zoho Marketplace Applications for March 44 New Applications Added Last Month Zoho Meeting Updates Video Conferencing is now in Beta Multiple video feeds will soon be supported. Zoho
Topic being removed
Why does some of my topics get removed? I have valid questions. Does anyone else notice that there topics get removed?
I was overbilled, wanted to buy 2 emails on annual zoho one upfront for $750, make purchase, internet freezes, finally works. Turns out I was charged 3 more times for $2250 during the fucking virus
Wow..
What is the new tab "SHARE"
I have noticed that the is a new tab "SHARE" in the email when you select submit to client. We have not received any announcement about this feature. Can someone please explain what this option would be for? Greg
Before you migrate from Gmail to Zoho Mail read this.
We recently migrated from Gmail to Zoho Mail and found email intermittently stopped syncing with CRM. This is the response from Premium Support; "if you want the email to be shown in record then you will have to unarchive the particular email" "either you can unarchive and see it in record and if you want all the archived emails also to be seen, then we would suggest gmail". Surely Zoho could provide a better answer than that. Any one have ideas?
Been waiting 21 days now for help....WOW
Here's yet another Zoho Creator issue that we've been waiting for 21 days now for a fix. Long story short, Twillio and Clockwork SMS texts integrations are not working and we can't send texts from our Creator App. Very simple support request. It's 21 days now and they refuse to tell us anything at all other than they are working on it and excuse the delay. Should I find another solution? I have not done so yet because I'm of course waiting to here back from you. 21 days? I'll gladly pay you more
This Week in Zoho - CRM Zen Show Episode 87
Click Here for the full episode on YouTube. Zoho News Zoho Expense now integrates with Zoho Projects You can now view expenses along with the actual costs and compare it with the project budget. Zoho Forms adds PayPal Checkout as a new payment gateway From the announcement: “Unlike PayPal Standard, which redirects your customer to PayPal's payment page to execute transactions, PayPal Checkout lets them stay on your website throughout the payment process, offering a simpler checkout flow.“ Zoho Show
Sorting lookup using script
Hi guys, I've applied a filter to a lookup field. Can someone help me with what script I need to add in order to sort Service User by Last name? input.Service_user:ui.add(People[Department == input.Department_Lookup.ID].ID.getAll()); Thanks! Lindsay
Client document collection
Hi there We currently use a system called Clustdoc.com to collect our client documents (proof of address, passports, pay slips, etc.). The clust system is ok but could be a lot better. It doesn't sync with Zoho (even though it does work with Zapier - so maybe Zoho flow could add support for it please?). However, we would like to eventually find a way to replace Clustdoc.com with an app native to Zoho One so it will integrate better with our other Zoho apps. Please let me know the best way to achieve
deleting e-mail registered with ZOHO
Hello! I'd like to delete my e-mail registered with Zoho. I'm moving to another registrar. I'm not able to delete it by myself. Could you please provide me any help on this? Support is not answering. Thank you
Blueprint Emailing and Zoho Books' Estimate
Is it possible to send an email through CRM's Blueprint transition with an attached Zoho Books Estimate? I don't know much about Webhooks or other such connections between Zoho apps but guessing such possibility could be there. Months (sometimes years) after accepting an Estimate, client may forget about its content so at the time of the job delivery, I'd like to trigger an automated email template as part of a transition to the final stage of my Deals Blueprint. In that email I'd like to refer to
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