Custom Function : Copy multilookup field to text field
Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2Relocating the server from Europe to the UAE
We are experiencing issues with the sales templates and attempted to collaborate with the companies you recommended to assist with the templates. Unfortunately, we were unable to add their email addresses to our panel due to an error (The ERROR is: USERI already configured DKIM Records, and other records as well
I already configured DKIM Records, and other records as well but it is still going like a spam mailEmail not sending on Iphone on (1) account. Works with the others and set up thesame.
When I attempt to send an email on one of our accounts on my iphone, It doesn't and. then comes back with an error message.. I've reviewed my other two accounts, and they both work fine on my iphone, it's just this one account.. I've also looked at thedidnt add my soho account Mail
i cant add my soho account arturo@thrivechile.com in Mail (apple)Zoho desktop problem when using 2 displays
I have a Microsoft Surface Pro with a second display attached. When I open Zoho mail desktop and place the window on on the second display and I keep the display attached, everything works fine. HOWEVER: when I then detach the second display (the ZohoULAA threat
My Sentinal One app just killed ULAA as a threat. I reinstalled, killed it again. I opened ZohoOne CRM in Chrome it worked however it was a least 1 if not 2 backsteps from the version I'm using. Is anyone else having this exerience?Argument Mapping went missing?
How can I access the IDs from the mass action button when argument mapping is unavailable or missing?Unable to create a download link for an uploaded Workdrive File
Hello, I have some custom logic that is working fine to load image files into a Workdrive folder. I'm not having much success however in being able to then set the file as downloadable and retrieving the download link from my custom logic. My code forZoho Writer and Zoho Forms - Merge on update of a form
Once Zoho Form is submitted it requires a check by the adviser / sales person and adding additional infomation to it before it gets send to the customer for the signature. Unfortuantely there is no option to Merge on update, only on submission of theJournal Entries Do Not Show Multiple Entries to the Same Account
Another basic accounting function that Books ... Accountants sometimes write journal entries, debiting and/or crediting the same account in the same entry. This is due to the need to record specific activity in an account when we pull reports especiallyCRM module name capitalisation bug ?
HI, I''m writing a deluge script from Desk to create a task in CRM. All is good when I deal with a lead, but not when a contact is involved. It took me days to figure it out. It might be a bug. Here is a snippet of my script // Ticket Description taskMap.put("What_Id",{"id":ticketContactId});Problem with CRM Connection not Refreshing Token
I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature toLimited to one Image Attachment in Service Reports
The ability to attach multiple before and after pictures of work performed is a vital feature for many field service companies. Current attachment limit is 10MB. When adding an image to the appointment notes field, it is producing an image with an averageCancelled appointments still block out timeslot
I haven't had to test this before, but I've just found a problem. I had an appointment in a certain timeslot, and that appointment was cancelled. However, Bookings won't let another appointment be booked in that slot - it makes that time unavailable untilZoho Please change your ways
I started using Your new Zoho bookings in earnest 3 days ago. What a mistake. Once again, everything is backwards and upside down. I had to spend 5 hours testing how the thing works in order for me to understand how to acutally use it. When i started using google calendar years ago. it took seconds to figure out how it works. Why is that. bc they put everything in places where it makes sense. Today, I needed to add an appointment as well as a time off. Stupid me i added the time off first,cannot link my email to Zoho CRM
We are reviewing Zoho as we heard it was an easy solution platform, but we have been trying for many days to get anyone at Zoho to schedule call to talk with us. We unsuccessfully have tried multiple times to link email to Zoho. We put in request forAwful audio quality
Hi guys I'm using Zoho Cliq (paid) with my team (remote team : France, Madagascar and Tunisia). Unfortunately, we encounter issues everytime on audio call (and more when we use screenshare) with sound quality, audio lag, etc. We spend loooot of time toBank Reconciliation Reports Do Not Have the Requisite Information Needed for a Proper Bank Rec Report
Basic accounting practices for bank reconciliations dictate that bank reconciliation reports have the following components: Date or Period of Reconciliation: The report should clearly state the date for which the reconciliation is being performed, typicallyZoho Desk nog sending true Gmail
Desk isn't sending our outgoing e-mail anymore. We can still receive e-mails but not send. I reconnected the email again and disabled the 2FA (to test). If I choose the Desk generated outgoing email address it works just fine. Please assist.Footer: Zoho make a big downgrad with new footer option
Every post about the new footer function is negative and all say: its a big downgrade. The idea behind this new function was: Make it more simple. Great, now its faster and more simple to add an footer. But nobody from zoho team think about the more biggerIssues w/ Screen Share & Accessing via Mobile Web Browsers
1. How do I share my screen while still seeing video of myself & paticipants without rebroadcasting the participant video feeds? All other video conferencing tools provide this feature so not sure if it's a setting I'm missing or a programming oversight. 2. How do I know what screen/application I'm sharing? After selecting the screen/application a notice appears however it is appears on the wrong screen leading to confusion about what participants can actually see. 3. How to I allow participantsmx.zoho.com servers blacklisted by UCEPROTECTL3
Hello, An MXtoolbox check for my domain showed that UCEPROTECTL3 has blacklisted all three of the zoho MX servers. I am unable to sign up for Zeptomail service for our company transactional emails until this issue is resolved. But this is out of my hands.Events on Calendar disappeared
hello, Events (e.g. repeating events) disappeared on my calendar for Wed, Oct 2, which led to missing some meetings on that day. What exactly is wrong? This is not the first time this is happening! Please, fix this calendar issue.ERROR CODE :550 - Your message to <xxx@xxxxx.xx> was classified as SPAM.
Hey Team, I'm using Zoho Mail with my own domain, and from some of the recipients I'm receiving following error message: ERROR CODE :550 - Your message to <xx@xxxx.xx> was classified as SPAM. Please add more content, cut down on HTML links, use fewerEmail address with + char is incorrectly invalid
cannot enter contact with email address containing +, i. e. valid+email@example.com. this is a perfectly valid email address by but fails Zoho Campaigns validation. https://en.wikipedia.org/wiki/Email_address#Local-partAny simple way to setup an automation from Facebook Lead Forms to Zobot taking care of the conversation?
Right now i have a simple setup live with Make.com sending a Whatsapp template message from Twilio to a Lead received from Facebook Lead form then a ChatGPT bot taking care of the conversation. But no CRM On SalesIQ i can't find a way to start a conversationCliq 1.7.5 status icon doesn't update if there are unread messages
Cliq 1.7.5 System: Ubuntu 24.04.2 LTS x86_64 Installed from the .deb package (cliq_1.7.5_amd64.deb / MD5: 10c5924911a2e90af012d564da670bf8) GNOME 46 Whenever I get new messages the status/notification icon remains unchanged (white icon without the redCRM Mail Merge Template copies OLDER version of the document instead of most recent version
I have to make 60+ Mail merge templates in ZOHO CRM to use for editing in WRITER and then sending on to sign for signatures. So I have been working on 1, setting all the styling and automatisation right, and I want to use this one as a master templateAllow Portal Users to log in using their mobile number.
I want to allow portal users to log in using their mobile number. I referred to below documentation, but it mentions that this is only supported for Indian mobile numbers. Is it possible to enable login using a Singapore mobile number? https://help.Task Due Time - Unable to Add
I have taken a trial version to test, I could not find “Due Time” feature. Only Due date is givenremove email address from an old account
I have deleted the domain and/or closed the organization in my Zoho account, but the email address (e.g., info@brassprime.com ， orders@brassprime.com , returns@Business Companion ) is still associated with the previous organization. Now I cannot[Zoho Flow] Problem using "Send document for signing"
Hi, I get the error "Zoho Writer says \"An Internal Server Error occurred while processing this request.\"" cant understand what exactly the problem is. Any ideas? Thank you KR, Victoriaincoming email not blocked
I am continually having to add emails and domains to my blocked list, but Still get an occasional email that is on the lists but does not get blocked. Suggestions?Showing Amount Achieved Towards Target on Zoho CRM Dashboard
I thought I'd create this post to stick a flag in the ground. My requirement: To create a visual gauge/bar chart in my CRM Sales Team Dashboard so salespeople can see their progress towards their monthly/quarterly/annual targets. The problem: After severalSheets are unbearably slow
I'm doing some extremely simple sheets. Like 2 sheets each with 200 lines and 10 columns and a simple vlookup. ABSOLUTLY can not wait 20 secs to flip between sheets. What's up? anyone else having this trouble? Been this way for about 4 days now. BothAt transaction level Discounts for Zoho books UAE version
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Dear Team, The exit details that were filled in are not appearing in the employee's profile, and it seems the data is missing entirely. Please advise on how to proceed. Regards, PreetikaHelp! Unable to send message
Help! Unable to send message I have this email sales<at>teadvancehydraulics<dot>com, but I couldn't send outgoing email. (Reason:554 5.1.8 Email Outgoing Blocked.) Can you please help?New notecards not syncing across devices
Hello. I just noticed this problem happen recently. A new note being created on one device is not appearing on a different device, even though they're supposed to be synced with each other through setting it up on your account. I don't know if there'sNext Page
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Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books
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ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、作業リスト機能リリースのお知らせ情報をご紹介します。 目次 作業リスト機能 概要 機能① 自分の未完了の活動 機能② 処理待ち 機能③ 自分の作業リスト 作業リスト機能 概要 営業チームでは、CRM内に業務やデータが分散しているため、管理が煩雑になりがちです。この断片化は、機会の見逃しや生産性の低下につながります。 作業リスト機能は、タブを横断する業務項目をひとつのカスタマイズ可能なダッシュボードに集約し、業務を効率的に管理できるようにします。Manage control over Microsoft Office 365 integrations with profile-based sync permissions
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Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageBasic Plan Active but Survey Creation Still Limited to 3 Surveys
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Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
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Good news! Calendar in Zoho CRM gets a face lift
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