Send Mail on a set day of the week from Zoho CRM
I want to have an email with an embed Zoho Survey sent on a set day of the week say 8am on Saturday From a set of my Zoho CRM Leads So every Saturday at 8am those leads flagged to be Surveyed will automatically have a templated email (with survey link) sent to them. About 200 every week. What I have Tried. 1) Using the Automation Schedules in Zoho CRM I have a deluge script that will fire at 8am on Saturday. The Script will query the flagged Leads enter a For each loop and set a field "Send Survey"
Formula Function for a specific Picklist
I am using a picklist field which is 'committed time line' which has values (1,2,3,4,5,6,7,8) weeks. What I want is , if a person selects '1' then the formula should return current date + 1 week and so on. I am unable to use the formula effectively. Need your help to the soonest . Thanks.
What is Zoho One?
Welcome Onboard, I'm all excited to talk to you all today. As businessmen, you are the decision makers. Initiating with a business idea, setting up the business, understand financial options, decide on your business structure, register your business name, create a website, etc. All of you handle day-to-day operations along with doing your sales, marketing, accounting, etc. With all this, productivity is the key. If you want to be more productive, you need tools to simplify and automate your business.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Having issues with an account that was created during Free Trial but was
later "Re-created" after purchase
Hello there guys, I'm having a serious issue with one of my accounts given that it was used during the "Free Trial" of Zoho One Apps and then after purchasing I'm facing some issues assigning this particular user to certain Apps, for Example Zoho Sites I've attached a Step by Step description of the error so you guys can see what's going on: Step 1: Log Into Zoho One to give Administrative Privileges Step 2: Give the user permissions/Access to Zoho Sites Step 3: After being assigned to Zoho Sites,
Outlook Plugin (32bit) does not sync
Hello, I am attempting to use my own Zoho Calendar in Outlook 2016 (32bit). I installed the https://www.zoho.com/calendar/39746644/ZohoMail-SuiteSync.exe plugin. Logged in, it shows my team's shared calendars, but not my own. Of those team calendars which it shows there is only one where it shows the actual items in the calendar, for the others it only shows the calendar name. Also, the login-window stays open always,and after restarting Windows it does not remember my login credentials. I have reinstalled
Validation rule for special characters
Is there a way to create validation rules to prevent special characters from being entered? I want to make sure people dont mess up account names with special characters such as periods, commas, quotation marks or other junk.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Zoho Mail Desktop Lite security issue, unusable interface
Hello, in trying to use Zoho Mail Desktop Lite I found out 1) I can use my normal password, not an application-specific password even though I am using Two-Factor Authentication 2) I need to log in two times, the first time it returns me to another login screen 3) When it finally logs in the interface is too small to read or write emails. See the animated screen capture below. I pixelated the user names.
Sumo Integration?
Any update for this: https://sumo.com/? Thanks!
Create a responsive menu in a custom Zoho Sites 2.0 template?
I am trying to make a custom template for the new Zoho Sites 2.0. I already investigated how the generated HTML looks for several elements and documented my findings here: https://gitlab.com/ringods/zoho-sites-template-development/ But in a template which I am creating I have a hard time finding out whether there is already sufficient Javascript code available for the behavioral part of a responsive menu: https://gitlab.com/ringods/zoho-sites-template-development/issues/1 If any of the Zoho Sites
Auto Scheduling emails
Is there a way to auto schedule a series of emails to be sent on a specific date? I am asking to schedule a series of emails for a specific lead. Thank you
Hide or change header text (form title) when accessing form with custom
action
I have a form called Nueva venta (New sale) where I enter data such as customer details, products purchased and form - amount of payments. However, payment details are not necessarily entered at the time of the sale for some customers that get credit. So I created a custom action button called add payment so when I click that, I get a pop up with the form pre-populated to edit the record and I'm hiding almost all fields except the ones relevant to payment form. Is there a way to hide or change the
Using Zoho to send construction bids
We are a supplier to civil construction projects, which means we must regularly send bids to contractors. Previously, I was using ConstantContact to do this. I was able to send a set of attachments, links to documents, and more to a one-time-use list of 40+ recipients. Is it possible to do the same thing with Zoho Campaigns, in light of the GDPR regulations? The alternative is to send several individual emails, or to BCC everyone on a single email - neither of which is very attractive... Thank
Vertical Response Integration?
Is there any sort of integration with Vertical Response? I don't see it on the marketplace. What's even more concerning is that our campaigns sent out via our Vertical Response account won't copy the emails to our accounts via the BCC dropbox function. We've tested it twice with no luck.
POP issue in Email
Dear Support, we are using the zoho email for our organisation and there is a POP issue with one of our employee as she cannot receive any emails but she is able to send emails. Able to login to zoho webmail. can you please check why she is blocked in POP? thanks, suraj
Template flexibility in Zoho One Sites
Testing the Sites app in Zoho One. - Can it really be that there are only 7 templates to choose from? - Is there are source of third-party templates made to work with Zoho One Sites? Thanks in advance for any help!
Zoho One Inquiry
Hie Have some questions:- 1. Apps which comes under Zoho One are of Standard or enterprise ? 2. 1 User can use Multiple Apps on 1 License ? 3. Have 20 Employees , 10 employees we want to work on 9-10 Apps or may be more in future and other 10 we want work on 3-4 Apps only so my question is we have to buy 20 license all or we have to buy license As per Apps uses by employee? 4. wane know we can Use zoho Creator properly ? because we ddnt found out from where we can create new application in zoho
Using zoho one and keeping email addresses free
Hello, I'm currently in the process of testing zoho one. There are some application which I need the full version, while others I don't. Here is my question... I need the CRM, Project, and Books as full version. I also use email. Is it possible to have the apps I need with one username using it as Zoho One, and have 5 mail user using the free version. In other words, if I am using Zoho One, can it be mixed with the free version as well? Thanks in advance.
How can I fetch Accounts created since a certain date?
Hi I'm using the Java API and am using the getRecords method to get BulkAPIResponse. I'd like to fetch Accounts created (based on Created_Time field) after a certain date using the API. Can you please help? I have tried using searchByCriteria, but not sure what the criteria format is for >, <, >= etc. Thanks
Operation not permitted [dvkh@enpro.com.vn]
I cant click at Detail account. When I click. Its all what I see (attach image) Please help me to fix it dvkh@enpro.com.vn
Zoho Reports- Create interactive timeline visualisations of reports
It would be great to have the option to create timeline visualizations of reports that "play" data over a period. Great example I want to show the changes (increase) in sales on a map report over a period of time.
Zoho CRM > Google Calendar
Hi, trying to connect Zoho CRM to an external Google Calendar creating events in various calendars by setting a Zoho CRM parameter. It almost works but how can the data be formatted correctly so that Google calendar will accept the event? Also how can I update existing event or delete them? This is in Flow
Linking CRM to Projects
I'm super-admin. I have access to everything in Zoho One. But I cannot create or associate a project from CRM. It says I do not have permissions. Where do I start looking?
Durations don't show in Plain task view unless start/finish dates are set
If you set a duration for a task/sub-task, this shows up in Classic mode, but not in plain mode on the task list. In plain mode you can correctly filter tasks by priority, but in Classic mode you can't. This creates an issue.
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