Not all users show up when trying to share a CRM record through Cliq
Hello, I have had an issue with sending cliq messages to individual users from CRM. Not all users are listed so it hinders me from having one on one conversations with co-workers. You can see from screen shot below only options are myself or one other person and there are 6 people in our organization.
Test email goes to Junk Email folder of Outlook - "This message was marked as spam using a junk filter other than the Outlook Junk Email filter"
Hello, My Zoho Campaign test messages are marked by a filter as spam in Outlook, but not in Gmail. The header appears to be sent by (I've omitted my email address): ... =[domain name]@zcsend.net; on behalf of Matt from Plural <[my email address]>; ( ... =[domain name] via zcsend.net) The error message on the Outlook message is: ".... This message was marked as spam using a junk filter other than the Outlook Junk Email filter. We could not verify the identity of the sender. Click here to learn
Migrating USDC to EUDC
We received an email about migrating account from US to EU. Also it says that old SCCs won’t be valid after 27th December. What does this means? We will lost access to our account? How soon we will receive an answer to the filled form? Thank you
zoho.crm._getRecords() in Zoho CRM
I've requirement as below,\ My Custom modules Names: Product Master, Jobs, Cost Center(like Product line items), Accounts Products. I've 50 products in Product Master module So Whenever an Account is created in the Accounts, then in Accounts Products
Template editor -Bookmark how to do ???
Hi Explanation as only - Mark a component as Favorite for future use. Not enough for me to understant how can i select what to add as bookmark Exemple I create a Poll in one of my email usefull for several others email How to add as bookmark ? Thanks
Correos no recibidos por clientes OFFICE 365
Desde hace una semana, mis correos enviados desde ZOHO MAIL no llegan a los clientes que tienen servidor en OFFICE 365. No recibo tampoco ningún mensaje de error del envío.
Zoho CRM Interface Display Issues
I cannot get the CRM interface to look usable. For some reason, all modules seem to be compacting the labels into extremely small vertical areas, making the forms nearly unusable. I've tried modifying the modules and testing different screen resolutions
Cannot delete custom function
I am trying to delete a custom function, that is not used in any Flow but i get the error Any idea?
not possible to scroll down page when adding a candidate from document
Hello, there is some problem when adding a candidate from a document. when adding a higher number of tags the button "IMPORT" disappears. Miroslava
String functions in report filter
It works fine to use an int function if the filter criteria is based on an integer field, like this example where ID is integer: When trying the same with a string field, this happens: The problem seems to be the added "" and the function becomes a
Plan custom fields doesn't display, when requesting all plans
So, i created 5 different plans and created custom field for them (test_field). I inputed value in this field in every plan. However, when i use method to request ALL plans - it doesn't return custom fields. This parameter returns as empty array for every
DKIM record not found. Contact your domain provider.
Hi, I've added the DKIM record in domain dns. But the I can't able to validate that. Please do the needful.
Setting Auto-Reply to Emails and Support Tickets During Holiday Hours
Hi, I need to be able to send an auto-reply to any emails or support tickets that come in during our December holiday hours, letting our customers know we are unavailable. Preferably this can be something we switch on or off quickly as we won't be gone the whole day for some dates. Please assist urgently. Thanks : )
Zoho Creator 6: How to publish my app?
I'm helping a friend make a simple application in his Creator account. He uses Creator 6 but I've always used older versions. When I make edits to a form they are not updating live...Can someone watch the video and let me know how this works? Can I switch
Creator + Zoho Sign
Hi All, First off, thank you for everyone's help so far. I am trying to accomplish the following in Zoho Creator: Recall Document & Remind Signer. Both of these functions are not available via deluge so I am trying to use the Zoho Sign API. I believe
How to get data from response?
In deluge I used a simple statement to get a Zoho Sign Document response resp = zoho.sign.GetDocumentByID(XXXXXXX); info resp; I get a response in this format { "code": 0, "requests": { "request_status": "completed", "notes": "", "attachments": [ ], "reminder_period":
Value is empty and 'isEmpty' function cannot be applied
Hello, I am having a very strange error in my custom function with Deluge. It is a function that creates. invoices automatically every Friday if the sales order is shipped. I added a verification to know if the customer has credit notes actives. If the
Item Table Label Width
The width size in terms of percentage set by myself doesn't reflect on the estimate document. It looks like the value entered are not considered at all .
Creating Estimate through API is not working right with Avalara Integration
I am creating a custom function in Zoho CRM that generates an Estimate in Books for the customer in based off of information in a custom CRM module related to the customer in CRM. I am running into two issues and they both are related to properly obtaining
Zoho Portal not displaying right text on own questions
Hi team, I asked a question earlier today and, when I opened back later, I realised there is a small mistake on the text that displays at the bottom of the post. Right now it reads: "You've this question". When it should read: "You've asked this question".
Repetitive Tickets in Reports
Hi All, When I try to create a report, unfortunately, some of the tickets repeats in the report and I could not find the reason for it. Please see the attached picture. Did you encounter the same problem before? What could be the reason? Thank you for
BCC Workflow Rules Email Notfications
Does anyone else find it painful not having the ability to add a BCC to workflow rules email notifications? You can only have "To" as an option with multiple email addresses but not a BCC. We use Trustpilot for reviews and need to BCC them on automated
Line items of the same Item ID should not be automatically consolidated, as it fails to recognize variation in custom fields, as well as distinct items of the same ID sold in varying units of measure
It appears that Commerce will always consolidate line items of the same Item ID. This presents problems in a couple of different ways as described below... Scenario 1: Someone creates an order adding more than one item of the same Item ID, but each
Unable to get 'Scores' from Leads Scoring rules in Analytics
Hello there. I want to build dashboards on Analytics considering Scores from Leads Scoring Rules I created on ZOHO CRM. How do i get the Scores from each Lead in a field to export to Analytics?
Please stop asking me to enable notifications
I've disabled all website notifications via my browser. Every 24-48 hours Zoho Desk decides that it wants to pop up a javascript widget asking me if I want to enable notifications. Please fix this so that Zoho Desk remembers the users browser notification
ZohoDocs Desktop application doesn't work with latest UbuntuMATE LTS 22.04
Dear Sir/Madam, I have downloaded the latest tar.gz, extracted the contents and tried to install both by running the "zohodocs_installer.desktop" file or running the command "./.setup" as suggested in this post: https://help.zoho.com/portal/en/community/topic/ubuntu-20-04
Created webhook response is 403 forbidden
I have created a webhook for Payment Success event in test organisation. First of all i was not able to provide my https url in the url part, it showing the message like We were unable to connect with the given URL. Please enter the correct URL and try
UI/UX problem on time
HI, I'm editing a lot of date and bumped into a UI/UX problem. Hours can have one or two digits and depending of what is displayed, you need to enter the correct amount of digits that is diaplyed, or the cursor will mess up. The major problem is when
Zoho Assist - Not able to run on Windows 11
Good Morning, I am having issues with getting Zoho Assist to run on Windows 11. Everytime i run the app, it states that "the item zaservice.exe" shortcut has been changed or removed. i copied the installer from 'my department', put it on the desktop
CRM does not close phone call when terminated on Ring Central soft phone
I have Ring Central enabled to work with my Zoho CRM. Whenever I place an outbound from the CRM, a little box pops up showing contact info along with a timer on the call. However, when I complete the call and click the End button on the Ring Central
Bug in custom module lookup field search
I have a custom module with makes of products. When searching for a specific make (let's call it "acme") Zoho returns all of the makes containing "acme" except for "acme". So let's say the custom module contains: acme acme/pinnacle acme/diamond acme/gold
Customers Confused After Checkout - WE NEED CONDITIONAL "THANK YOU" PAGES
All of our subscriptions are completed through Hosted Payment Pages. Once the payment goes through, customers are redirected to the "Thank You" hosed page. The "Thank You" currently is incapable of giving the customer enough information about their subscription.
Zoho Notebook App 'Refresh Token Limit Reached
I have been told by my Notebook app that my refresh token limit has been reached. As such, I am now unable to open the app and use it. How do I increase this limit so that it will open up again and so I can get back to using it once more? I have several
How can I add more blocks in Zoho Books
I want to organize in my Offers and Invoices as good as possible. So I need to add more blocks as showen in the picture, where and how can I do this?
Filtered list view total count
Noticed what I think is a small bug. When I use filters to narrow down a list of contacts the "Total Count" link at the bottom of the list gives me the total count for the unfiltered list, not the count of the filtered list. For instance, if I do a quick filter for contacts in a certain city, the total count should just tell me the number of contacts I have in that city, not the total number of contacts in the db.
I am sending a "To" column in request but I get the following error "Validation failed : SYNTAX_ERROR => error occurred while parsing the query [ To1203 ]"
I am trying to get data from a Custom Module by using the following query: Select * From CustomModule Every time I execute this query I get the following error: "Validation failed : SYNTAX_ERROR => error occurred while parsing the query [ To1203]" In
Reloading the draft page loads the live page
Hi, As I'm preparing on a lot of draft events, I'm constantly on the events draft page. Sometimes I need to reload that page. But everytime, Backstage reloads the live page instead. In fact, it seems there is a redirection to the live page from the draft
Configure scheduled mail
Normally my e-mails were always centred. Now I have the problem that all my mails are left-aligned and I have no possibility to change this. Is there a possibility that I am overlooking?
Zoho CRM is a mess
Why is it so complicated to do the simplest things? I am super frustrated by this platform. They suck you in with what looks like a good deal for the software without telling you you have to invest 10s of thousands of dollars for the software to do anything
Mobile App Doesnt Show Images in Reports
Images aren’t shown for image choice questions and accessing the desktop site on mobile looks like this
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