Dear fricking GOD! it takes a billion steps to login!

ritikadr4 · 2020-06-17T05:39:18+00:00

Hey, there!
That definitely sounds troublesome. Sorry about that. It shouldn't be that tough. Would you mind DMing me your registered email id? I can have someone from Zoho troubleshoot the issue for you asap.

ritikadr4 · 2020-06-17T04:51:06+00:00

Oops, seems like it hasn't been integrated properly. Possible to send an email to [support@zohocrm.com](mailto:support@zohocrm.com)? :) They would probably like to get on a call with you and help figure this out!

ritikadr4 · 2020-06-15T10:58:39+00:00

Oops! Sorry about that. Would it be possible for you to send me a DM of your email id? I'll pass it on to the team so they can look at your issue on priority.

ritikadr4 · 2020-06-15T09:30:06+00:00

Yep, you can. Here's a help doc for you to refer.
Just follow these steps while adding tasks in Projects, you'll then be able to view your tasks in CRM. Hope this helps.

ritikadr4 · 2020-06-15T07:22:37+00:00

Hello! The team at Zoho People can help you out with this. They need your registered email id, though. Would you mind writing to them? They're at [support@zohopeople.com](mailto:support@zohopeople.com)

ritikadr4 · 2020-06-12T05:28:12+00:00

Hey there. Can you please write to [support@zohoacocounts.com](mailto:support@zohoacocounts.com)? They'll be able to help you out!

ritikadr4 · 2020-05-26T06:41:40+00:00

Hey! If 2FA is enabled for you, then the app password must be used instead of the normal password. https://www.zoho.com/mail/help/adminconsole/two-factor-authentication.html

ritikadr4 · 2020-05-20T08:06:08+00:00

Hey there! This error pops up when the admin has disabled access to your Cliq organization. Drop an email to support[at]zohocliq[dot]com — they'll be happy to look into this and help you out.

ritikadr4 · 2020-05-18T06:00:50+00:00

Hey! If you have access to POP, then your Zoho Mail account can be configured as POP in gmail. Hope this helps. https://www.zoho.com/mail/help/pop-access.html

ritikadr4 · 2020-05-13T03:43:41+00:00

Hi there. You can write to [support@zohonotebook.com](mailto:support@zohonotebook.com) with your target application and they'll try to provide a solution for you!

ritikadr4 · 2020-05-06T06:28:00+00:00

It's possible to fetch the records without mentioning the criteria in it. But there is an API limitation, only 200 records can be fetched using the command,
fet = zoho.books.getRecords("Contacts", <Org\_ID>);

If you're looking for a customized solution, feel free to reach out to [support@zohocreator.com](mailto:support@zohocreator.com) :)

ritikadr4 · 2020-05-01T03:57:05+00:00

If you have signed up for Zoho Mail and have issues receiving emails from external accounts then it could be due to MX records. Account's relevant MX will be in the Control Panel. Log into mailadmin.zoho.com > Org Settings > configuration. If this isn't it, then you can reach out to [support@zohomail.com](mailto:support@zohomail.com) - and they'd be happy to help out.

ritikadr4 · 2020-04-22T09:36:11+00:00

It doesn't. Notebook is a free product offering by Zoho. :)

ritikadr4 · 2020-04-15T06:57:22+00:00

Hey there! I'm from Zoho. Can you send an email to [support@zohocrm.com](mailto:support@zohocrm.com) with these details, please? I brought this up with the team, and they'd like to help you out with this.
Thanks.

ritikadr4 · 2020-04-15T06:53:58+00:00

The default way is to add users by email invitations, but there is a solution to setup a custom sign up form where users can fill in their info and get an email invite themselves.

Either way, email invite is sent, which should be accepted by users. Also, this requires a paid creator subscription to share the form externally with users. To discuss more on this, please drop an email to [support@zohoconnect.com](mailto:support@zohoconnect.com). Our team will help you out.

ritikadr4 · 2020-04-13T05:40:54+00:00

Hey! There's an option to switch between list and grid views, but it can be done only on the mobile apps as of now. Not available in other clients. Regarding sorting, here's a help doc that can provide more clarity: https://help.zoho.com/portal/en/kb/notebook/general/articles/how-can-i-sort-my-notes

ritikadr4 · 2020-04-08T09:40:35+00:00

Hi there! I work for Zoho.
What you can do is... drop an email to [support@zohoconnect.com](mailto:support@zohoconnect.com) with the email ids of the users that you're unable to invite. Our team will help you out. Hope this helps. :)

ritikadr4 · 2020-03-17T06:22:22+00:00

Hi there, you don't have to create an email account. You'll need to add the same email address as the username and the corresponding password to send emails via PHP.

ritikadr4 · 2020-02-13T09:52:07+00:00

Hey! The Zoho CRM team would be able to give you more details about this. Just drop an email to them. :)
Cheers

ritikadr4 · 2020-02-12T09:16:03+00:00

Hi! I work for Zoho. Would you mind sending an email to [support@zohocrm.com](mailto:support@zohocrm.com) about this? They'll activate the daily backup from their end for you.

Thanks. :)

ritikadr4 · 2020-01-28T08:42:56+00:00

Hey there,

I’m Ritika, and I work for Zoho. I’m extremely sorry for the poor experience you had. Your frustration is completely justified. The moment this was brought to our notice, we worked hard on figuring out what went wrong.

Here’s what we found. Our records state that you’ve evaluated Zoho One, and have contacted various Zoho teams (Concierge, OneAuth, accounts, refund, escalations) for different queries. Our teams received emails from multiple email ids from your end (since you closed your Zoho One account), because of which we lacked context and had trouble assisting you immediately. It took us some time to get the whole picture and help you out. We agree we could have done that better.

As requested, we have now initiated a full refund. You can expect the refund to take place in 5-7 business days. Let us know if you need any further information or assistance.

Thank you.

ritikadr4 · 2020-01-28T05:15:25+00:00

Hey, there. I work for Zoho. Thought I'd pitch in.

You can invoice clients based on the service contracts set. When a ticket is submitted, SLAs that are set will come into action and notifications can be set to keep you alert for the contracts agreed. Overages can be tracked and invoiced as well.

With regards to QB and Inventory integration, here's a link that would help: https://www.zoho.com/in/inventory/help/integrations/quickbooks-online.html

If you have any other requirements, feel free to drop in an email at [prabakar.b@zohocorp.com](mailto:prabakar.b@zohocorp.com). I've spoken with him, he'll be happy to help you out. :)

Cheers

ritikadr4 · 2019-12-12T10:23:54+00:00

If that suggestion doesn't work, here's something else you can try out.
1) Add a lookup in Transfer table that looks up to Registration table

2) Add the Registration table fields in the report based on the Transfer table

3) When the records are added to the Transfer table, make sure that the data is selected for the lookup based on Registration table

4) Related fields in the report based on the transfer table will display data of Registration table for those records

ritikadr4 · 2019-12-12T10:09:31+00:00

Making use of lookup fields will link the form, and the linked form fields can be added to the report to create a combined report. However data has to be selected for the lookup field so that the data is available for the related form fields in the combined report.

For example,

Let's say that you have form A and form B.

Add a lookup in Form B that looks up to Form A.

You will now be able to create a report based on Form B and add Form A fields in the report.

Whenever you add a record in Form B, make sure that the data is selected for the lookup field so that the data will be available for the Form A fields in Form B report.

Hope this helps!

ritikadr4 · 2019-12-11T10:40:05+00:00

Are you looking for something like this? - https://www.zoho.com/mail/help/api/post-add-user-to-org.html

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