Recent Topics
Identify if fields used in function
We're doing a lot of tidy up on our Zoho CRM modules but have 100s of functions. We need a way of identifying if these fields are used in any functions before deleting them. Is there a way to do this? Is there a way to search Deluge scripts on mass for
Export blueprint as a high-resolution PDF or image file
This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint or
I am not receving emails but MX records shows my domain is pointed to Zoho
I am not receving emails but MX records shows my domain is pointed to Zoho I have added my TXT to my domain DNS and MXtoollookup shows it is working. my domain is cashbull.ca Please help me
Digest Novembre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, L'année 2024 s'achève doucement, mais les actualités continuent ! Découvrez un résumé! Le mois dernier, nous avons organisé deux Meetup Community à Lyon et à Paris. Au nom de toute l’équipe, je tiens à vous remercier chaleureusement
correo saliente bloqueado
Tengo bloqueado mi correo saliente error 554.5.18 marcado como SPAMMER. Alguien entro en mi cuenta y logre recuperarla pero no me deja mandar correos y lo necesito urgente. No consigo desbloquearlo y no me contestáis por ningún lado. NECESITO AYUDA por
Payment
Hi! I don't want to renew my mail. Will I be automatically charged the renewal amount? I don't understand how to cancel my subscription.
Missing Application Salesinbox
We got some issues in Zoho CRM tools which is CRM application is known as Salesinbox. please add this application in our account best regards Shunyatax Global Fintech Solutions LLP
Error when sending out email via SMTP
Hi, I recently started encountering an error when using my Zohomail account to send out emails. The error message was : sendEmail.exe[16528]: ERROR => ERROR => SMTP-AUTH: Authentication to smtppro.zoho.com:587 failed. rmtree failed: Directory not empty
Receive emails
I am unable to receive any malls
Remove older possible matches
Since Zoho Books only allows new users to import transactions for the last 90 days, we had to go through and manually enter all transactions since the beginning of the year. Now whenever we reconcile transactions that show up under Uncategorized Transactions,
Every morning an Employee's line manager gets an email saying they have not checked in even though they have
Hello, We have an employee who's line manager received an email ever morning to say they are late checking in even though they have checked in on time?
Out of Office
Hi, I'm trying to setup a out of office reply for Monday through Friday from 17:00-8:00 and Saturday and Sunday all day long. So basically I want to send back a out of office message when I'm not in the office. Is this possible ? I can make the Monday
UI Enhancements in list view for Zoho CRM
Dear All, We hope you're well! We are here with a few UI updates to the list view in Zoho CRM. As you all know, list view is a simple tabulation of your records. To have ease of access and navigation, the list view is armed with options like quick actions,
Clone a Module??
I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
Add home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?
email association with CRM
Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple
Standard Operating Procedures System in Zoho?
Hi, I've been in business for over 18 years, with 6 employees. We have over 300 policies and procedures that have been written and rewritten. They have always been stored on our Sharepoint server in a file folder structure. Because of it, nobody uses
Zoho Forms - Setup
Hi, Is it possible to share the ownership or let more than one person see the settings in a Zoho Form? Currently we use Zoho forms but everytime there is an issue we have to transfer the ownership between Admin people so they can investigate.
Delete organization's contacts
Hi, since some days it's impossible to delete organization's contacts from Zoho mail browser web and desktop application. There is no more the "Delete" button in the single contact and also "Resete contacts" in the main screen. I'm the administrator's
Can't access email.
I am unable to get into my emails. Can't get anything from server.
Filters not working
A couple of weeks ago, my filters stopped working. I tried redoing each of them, but still they don't work as they used to. I had made no changes before the time they stopped working. If you apply the filter manually, it works, but not for incoming email.
Subform Layout
Hello.. I have a situation in Zoho forms where I am collecting data of family members and their health conditions. So, I think a sub form is the right choice where a person can add family members count of which can vary person to person. Now, I have almost
Zoho mail badge won't go away after mail is read
The zoho email app on my imac displays a red badge with a one constantly. The number never changes even when there are unread emails and when they are all read it still says a one.
Issue with Fetching and Mapping Multiple Products in Line Items to Zoho CRM Leads
I am currently facing an issue with fetching and mapping products in line items to the Zoho CRM leads. Here's the situation: 1. When there is a single product in the line items, the system works as expected. It fetches the product name, matches it, and
How to recover deleted email account.
Gyanendra Singh gyanendra.singh@stellaranalytics.co How to recover it ? Please help. Its urgent.
Workdrive Integrations - API not working
Hello, Zoho Workdrive integrations (APIs, Connections, etc). are not working. The first discovery of this was in Zoho Projects connection with Workdrive, which was showing error "Error due to - Internal exception".
WhatsApp Channels in Zoho Campaigns
Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
Function #8: Add additional charges to invoices
Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,
Booking outside of scheduled availability
Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?
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
is there a way to add the products i created in zoho books to zoho crm
I started using zoho books last week and put in several of our products.. now i signed up for zoho crm and i would like to import the products and streamline the sales process so i don't have to create the products twice. i read that you can import products after you create a new client in crm but it seems like it will be double work since i won't have products / inventory items in crm to take my lead from contact/lead to client/potential client. how in the world do i integrate these pieces and
Cannnot find criteria tab
We need to be able to segment contacts based on an account view or field. The online help shows a screen with three options: Under Sync Details there is All Contacts; Custom view; Criteria. The latter is missing from my screen. I need it. I also want to know if I delete contacts from campaigns, will they still remain in CRM?
Why Are Arrays Not Allowed in Webhook Payloads?
Hello Support, I would like to understand the reasoning behind the limitation where arrays are not accepted in API payloads. Could you please clarify why this restriction exists? It seems like arrays would be a natural and efficient way to handle multiple
What are your best practices for using client scripting?
I'm beginning to leverage client script, and getting myself a little confounded with dealing with scripts for both in-line edit and full edit mode. Though my users like in-line edit, I can migrate us to full-page edit IF that is the more versatile mode
Total number of External Call Statements exceeded
Hi, In a Zoho Creator application yesterday we started getting this error: Total number of External Call Statements exceeded. Line:(8) The line referenced looks like this: contact = zoho.crm.getRecordById("Contacts",contact_ID); Can anyone tell me where
A new UI for distraction-free engagement in online meetings and webinars that scale up for 3000 attendees
Hello all, We're excited to share our new, refined UI for online meetings. Here's how the new UI will improve your experience during online meetings: We've re-designed Zoho Meeting's online meeting UI to enable users to fully engage in conversations
Exporting Records from an Embedded View ...
@support: In one of my Applications for a Customer, I have an HTML View ... part of whose content looks like ... //variables in iframe tag iframeName = "zoho-Case_Law_View"; iframeSrc = ((("http://creator.zoho.com/" + zoho.adminuser) + "/") + zoho.appname) + "/view-embed/Case_Law_View/";%> <p class="zc-viewtitle"><%=Current_Expert_Info%></p> <iframe height='800px' width='100%' name='<%=iframeName%>' frameborder='0' scrolling='auto' src='<%=iframeSrc%>/Expert_Info=<%=Encoded_Expert_Info%>'></iframe>...
How to deal with multiple people requesting to order parts, then auto send and email to the customer at the end of the week
Hi there , so I like to be able to send an e mail once a week to order parts that the guys over ordered over the week, also we need to maybe order parts from an other customer there and have an the email ready to go once its been approved. What would
Unable to verify account information - zoho on iPhone
Hello I have followed the instructions as described on http://zsync.zohosites.com/iPhone.html and repeatedly receive the message "Unable to verify account information". I would like to set up zoho mail on my iPhone and would greatly appreciate some assistance with this. Thank You
ZOHO Meetups Deutschland und weitere Veranstaltungen!
Die ZOHO Meetups gehen in die nächste Runde! natürlich kostenfrei! Treffen Sie ZOHO Nutzer, Interessierte und Experten powered by söll.vertrieb der ZOHO Premium Partner in Deutschland. Wann: Februar 2024 Thema: ZOHO CRM - Wie organisiere ich meinen Vertriebsalltag?
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