Hi everyone,
I again find myself a little confused by the Zoho offering.
I am a long time Zoho CRM and Zoho mail user. About a year and a half ago, Zoho mail had a major update and things like streams were added. We have learned to use the new features, although I am sure not to their fullest.
Now while getting help with an issue that I had with emails associated with Contacts in CRM, I now have just discovered that I have Salesinbox. OK, so it looks pretty cool, but now I find myself again in the perplexing situations that ZOHO often puts me in when they release new capabilities or tools.
The problem is that I use a multitude of Zoho products all of which talk to one another i.e CRM Plus, which includes Campaigns, Projects, Sales IQ, and a couple other apps. then we use Creator, Books and Zoho mail. So my confusion is again, which features should I be using for example. I can make a webform in CRM and use autoresponders to send emails campaigns automatically, but then I can do that in Campaigns. I have Zoho mail with built in chat and the streams feature, but now I have Salesinbox. The question is, which feature or applications does what better than the other? Am I best to use Zoho Mail or should I forget about it and live my day inside CRM using Salesinbox for my communication hub.
It would be great if Zoho had a guide that would help us decide what tools and features are the best for our businesses and give us guidance on how to adopt the latest and greatest of what Zoho has to offer by implementing the right tool for the right job.
I guess what I am looking for is a guide on what features I should be using in which apps to get the best experience as opposed to being given a new (toy) feature and not being told that now I should stop using X and now use Y or Z because it will make my job better, faster etc...
Am I the only one that doesn't get it? I love the constant innovation, but please guide us through the innovation by telling us what the BEST practice is based on the latest and greatest innovations. Does that make sense?
Anyway, the real question I would like someone from Zoho to answer is: Do I continue to spend my day in Zoho mail and open CRM when needed, or should I be doing everything from CRM and opening Zoho mail only occasionally? What is the best way to take advantage of Salesinbox.
Regards,
George.
Recent Topics
"SPF record exceed the allowed limit of 10"
Hi, I was wondering if there were a "universal Zoho SPF record" that would allow all my configured Zoho services that email things to meet this limitation ? or do I have to have an entry for mail, com, billing, etc?
Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection
Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future
Animated GIF Images in Chat
I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing
I can't seem to login in to Mail Apps of MacOS /IOS
Hi, i'm having trouble in signing in to mail apps from IOS. It's always come back to wrong passwords. But i already changed my password like 3 times. But still it says wrong credentials
Profile Image Showing Incorrectly in Zoho Mail
Hi everyone, I’m facing a serious issue with Zoho Mail. The profile image showing for my email address is incorrect — it’s not my image. When I send an email to my Gmail account, it displays someone else’s image. This looks very suspicious and can make
I need access to my old email
I need access to my old email bromzeman@zoho.com to verify it for forwarding. I can’t access the inbox to get the confirmation code. Please assist with recovery or forwarding. as you might already know, they made alot of the email addresses to have that
Set Defaults for Email Groups
Is there a way to set defaults for all of the groups that I establish as a moderator? For example, I want every group I establish to have the following settings: 1. Moderator is <user> 2. User is <user>, <user> 3. Notifications for new group turned
LOGS FOR RECEIVED MAIL ( READ DATE & TIME)
In Zoho mail we can extract the read logs of received mails so that we can see when we have read the mail and at what time & we have read it.
Domain verification probem
Hello, i use a domain from Namecheap with hosting from Cinfu when i try to verify my domain on zoho i get "TXT Verification failure" i even tried the HTML verification and the code appears but also giving me the verification failure error.
Switching to Cloudflare email routing from Zoho Mail
Hello, I'm currently working on migrating from Zoho Mail to Cloudflare's email routing solution. This requires changing MX and TXT records for our custom domain - when we do this, will our users still be able to log into their accounts and access an archived
Un Subscription Button
How can i Add the Un Subscription Button in Zoho mail
Documents unable view and need to downlad
I can't view .doc files in Zoho mail unless I download them, but I can view PDF files without downloading.
we encountered a problem while sending your email. please try again later.
Adding and removing people from groups
We're having problems adding people to a group. Apparently Zoho has one email address and will not recognize a different email address.
MAIL SEARCH IS NOT WORKING
THIS ISSUE HAS BEEN BUGGING ME SINCE MORNING, PLEASE RESOLVE THIS AT THE EARLIEST
URL Parameter on Help Center SIgn in link
Is it possible to add a url parameter to the sign in link on the Help Center?
migrating from HelpScout
I am attempting to import a conversation file from helpscout into desk and am receiving size errors. What is the current file size restriction. Does anyone have any tips for a successful migration?
Layout Rules Don't Apply To Blueprints
Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now
Article Name Sorting in Zoho Desk Knowledge Base (agent / admin side)
Dear Zoho Desk Support, We are writing to request an enhancement to the Knowledge Base management feature within Zoho Desk. Currently, there is no option to sort articles by their name, which significantly hinders efficient article management, especially
How to parse JSON data with SQL in Zoho Analytics?
Hi all, I have a column with JSON data. I want to show this column in a chart, but it is very messy, and no JSON parsing function is supported on Zoho Analytics. data example: {"id": 5, "status": "false", "date": "15/10/22"} what I want to do in SQL is
Add an Equation Field (Or update the Formula Field)
Hi, I would like to be able to have one field as a Text Field with QR Code, and then have multiple Equation/Formula Fields that then take parts of that fields data with LEFT, MID, RIGHT, REGEX, etc. Thanks Dan
How to parse column having JSON data using SQL?
We have a daily sync from a PostgreSQL database that brings data into Zoho Analytics. Some of the columns store raw JSON data. We need to build SQL queries on top to parse data from JSON and store them in discrete columns. There is no option for "Data
Enable report button based on the current user role
Greetings i have a report that contains action buttons, i want these buttons to appear as enabled only when the current logged in user has a certain role, for example only CEO role users will be able to use this button. but when setting the conditions
500 Internal Error In Mail API
I'm getting 500 Internal Error when using mail API. I'm getting this error for this one account, it works fine for other Account IDs which I have in my system.
Piss poor service in Support in Domains and email
Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now
Zoho live chat widget in React Js
I am trying to test Zoho live chat widget code in react js, below is the sample code void(0)} onClick={()=>window.$zoho.salesiq.floatwindow.visible("show")}>LIVE CHAT
window.$zoho = window.$zoho || {};window.$zoho.salesiq = window.$zoho.salesiq
Are there any plans to add Triggers for Subform edits?
By The Grace of G-D. Hi, How are you? Can you tell me if you have any plans to support subform edit as a workflow trigger? And what about have them trigger an "onChange" client script?
Zoho commerce
i am facing issue with order summary emails.i am getting 1 continuous email for order received yesterday and today.ideally 1 email should be received for a particular date ie for 02/08 i should received 1 email from 12.01am till 11.59pm but it is being
Feature Request: Improve Category Page Sorting for "Out of Stock" Products
Hi there, I'm writing to request a new feature that I believe would significantly improve the user experience in my online store. Currently, on category pages, products are sorted by popularity. However, when a popular product goes "Out of Stock," it
POSTMAN - There was an error in evaluating the Pre-request Script:Error: Cannot read properties of undefined (reading 'json')
I am beginning the journey to learn how to use the API for Zoho Sign. I am getting the following error when I try to use postman. To walk you through how I am getting this error... I wanted to start with a simple GET and expand my learning from there.
How do i integrate shipstation with zoho inventory
Wanting to set up my own delivery driver in ship station so we can get real time tracking of where the package is but then i want it to automatically update zoho inventory packages/shipments how can i do this
Invalid value passed for salesorder_id
Hi, I am using sales return API, details are given below: API: https://inventory.zoho.com/api/v1/salesreturns?organization_id=700571811 Post Json Data: { "salesreturn_number": "", "date": "2020-11-12", "reason": "Testing from API", "line_items": [ { "item_id":
Create Invoice and Invoice Items from Sales Order via API
Currently, when creating an Invoice associated with a Sales Order via the API, it appears that I must manually include all of the items (line_items) even though they are already part of the Sales Order. My question is this: is it possible to raise an Invoice via the API based on all of the information associated with a Sales Order--such as the items? In other words, do I always have to manually include the items (line_items) when raising an Invoice via the API when the Invoice is associated with
Outlook 2013 Calendar Syncs but "Related To" Field in Zoho is blank
Outlook 2013 Calendar Syncs but Related To Field in Zoho is blank I expect the "Realted To" field to be populated with the calendar participants
Export a Course
Is it possible to export a course from Zoho Learn to a SCORM file?
Add and Remove Agents from Departments and Groups in Zoho One
Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to
Zoho learn Custom portal - networkurl & CustomPortalId
I want to get my individual account’s networkurl and customportalId to use in this API: https://learn.zoho.com/learn/api/v1/portal/<networkurl>/customportal/<customportalId>/manual
How can I retrieve the networkurl and customportalId using the API? I
Consumer Financing
Does Zoho currently have a payment gateway (such as Stripe, Square, etc) which offers financing for customers? So, let's say the estimate we give the customer is greater than what they can afford at the time, but we can sell the service now, letting them
Intégration de la gestion des Passkeys dans Zoho Vault
Zoho Vault est depuis plus d’une décennie une solution fiable pour les entreprises : pour la gestion, le partage et le stockage des mots de passe. En 2018, nous avons fait un pas en avant en proposant la connexion unique (SSO). Nous sommes fiers de franchir
Scan & Fill with double quote key/value pairs
Hi, An old Ticket moved to a Topic/Idea: I love the idea of the new Scan & Fill as it nearly covers my previous request for a QR Scanner to read a multi-part QR Code. My QR Codes are hard-coded as below: {"key1":"value1","key2":"value2","key3":"value3"}
Next Page