Zoho Crm Analytics
I have zoho books linked with zoho crm. In the zoho crm analytics, I made a KPI KPI Metric: Invoices Sum of Balance Due date this year This KPI works Fine BUT when I try to add Criteria Filter: Status is Overdue nothing comes up even though zoho books shows several overdue invoices. Is there no way to have a KPI to show me balance or count of specific invoice status? It would be really helpful to be able to see this is how much is overdue, this is how much is draft, this is how much is open from
Split delivery
I have being trying to set up split delivery to my account today I make the configuration as documented and i can normaly receive and send emails from my zoho mail for the account that exists in zoho However rest emails that are supposed to receive email to my server do not receive any emails although the Verification of Email Routing email was normally received
Form Redirect Rules - need to combine And / Or options
Hi I have my forms set up that they fill in the a registration form on the website and are then taken to a payment form for a stripe payment. We offer 3 currencies, and multiple discount codes. Discounts are usually only 20% or 40% but each may have many codes at any time. This system worked for when we were offering once currency. I then had redirect rules based on Any of the following codes. I now need EUR AND any of the following codes; GBP AND any of the following codes and USD AND any of the
Zoho Assist | Desk email subject issue.
Hi Zoho Team When inviting my customers to join a remote session via the Zoho Desk ticket, they receive an email that looks like below. Hello , I've initiated a Remote Support session regarding your ticket, <#229664000005715001: Potentially unwanted application file >. It would help me view your computer and resolve the ticket quickly. As you can see, it doesn't contain the correct ticket number, just a long string of numbers. Hopefully you can resolve this. Many thanks Jason
get("id").toLong()
Trying to write a function that searches for a record in a custom module. When it finds that record, I need the record ID, so that I can update it. appid is passed in as an argument. ref = zoho.crm.searchRecords("Referrals", "(Application:equals:"+appid+")"); refid = ref.get("id").toLong(); It is finding the record, but won't extract the id. I get the following error: Failed to execute function 'TEXT' can not be cast to '[BIGINT]' for the function 'get' Line Number:4 I understand that it is because
Date Field Autoresponder not sending Welcome Emails
Hi Team - I have Zoho CRM synced with Zoho Campaigns. I have a date field Start Date. I created a date field autoresponder to send Welcome emails 1 day after Start Date. After configuring messages, I activated the autoresponder. It sends out messages the first time but on the 2nd day, it does not send out Welcome messages anymore. Today is Nov 1 and it should have sent out Welcome emails to 2 of my contacts. Can you please check this? This is a recurring issue and I have deleted and recreated this
Timezone synchronization
Hello, I have a problem. On the desk platform I set the "Rome" time zone. When I read the task the creator app does not have the same time zone as the zoho desk. I set the time zone correctly on both sides:
Zoho Creator - search bar
I have created a page in my creator App. The page includes a search bar and a report. I want the results to appear on the same page and have followed all of the prompts e.g. adding a parameter. For some reason, the search field doesn't work. The report has a loading animation as if it's loading search results but nothing is filtered. What am i doing wrong?
IMAP and POP enabled on @zohomail.com.au address but IMAP not functioning
Hi, I have been starting to look at Zoho as an alternative to O365 or Gsuite for my clients and have setup a couple of free addresses using the zohomail.com.au addresses. I am trying to see if I can link IMAP for outlook and Mac mail but have had issue with both the accounts I have setup. POP and Imap are both enabled in settings. POP works fine. SMTP validates and sends but when attempting to test the settings with IMAP in Outlook I receive password errors. The same password is being used for both
Search Function doesn't seem to work
When using the search function in Zoho projects I feel like I must be missing something because any time I use it to search for task names, issues, or comments, I never get any results. I have never successfully searched for something and found it using the search function. In the included screenshot, I am searching for a task named 'Single Trip Groups'. No idea why it says no results found. What am I doing wrong?
User Encountering Database Error with Workdrive
I have a user that installed Workdrive on Windows 7. When opening Workdrive immediately presents the below error: I've tried clicking Reconfigure Now with same results. I've repaired the Workdrive installation as well as uninstalled and reinstalled with no luck. Any ideas?
Fetching one Subform data into another Subform
Hello, I am trying to fetch data of one Subform's data to another using a Number field (Inward_No.) But i encountered an error. Please someone help me in solving this. Following is the Code: And following is the error i encountered.
attachments
Hello, I have a problem. task I can't attach photos to mine. why? gives me this error: Error Error details: Error at on submit script. Note: We are working on giving more meaningful error messages on script failures. This is the string I created: zoho.desk.createRelatedRecord(20067793560,"attachments","tasks",input.taskid.toLong(),{"file:":input.Allegati},"ZohoDesk"); I also created this string that works: zoho.desk.createRelatedRecord(20067793560,"timeEntry","tasks",input.taskid.toLong(),recordValue,"ZohoDesk");
Accessing a Custom Field when creating a Task with Zoho Projects API
We've created a custom field called Target Date through the Zoho Projects Portal, and are now trying to access that field with information I'm passing to it. First we thought just formatting it as a JSON string by hand would work, but it didn't so we looked into the structure more. When we get the project details of a task that already includes a Task Date, we get this structure: 'custom_fields' =>
array (size=1)
0 =>
array (size=3)
'column_name' => string 'UDF_DATE2'
Page sense snippet testing not responding
Hello I have a Pagesense snippet on this site https://profitsavvy.org It seems to be correctly installed. When I click 'verify snippet' it opens a test window but there is no response. When I do the same thing with a site that does not have a snippet it does the same thing but then responded to say "snippet not found". I have run the applciation for several days without logging any responses so I belive the snippet is not working properly. Can anyone assist? Thanks Scott
Unable to connect SMTP server:smtp.zoho.com Reason:Authentication failed:535 Authentication Failed
I'm tring to configure SMTP in my gmail, WordPress and Prestashop and it gives me an auth error. I tried with and without Two steps auth. Also with TSL and SSL. Nothing worked. I allready send an email to support, no response. Regards.
How do i show menu on signin/signup form
i want to show menu bar on my website that i have created on zoho on the signin/signup pages .so there any solution to overcome this. i request you to me with the issue
Menu Management Screen Blank in Admin Panel
I am the owner of our Zoho One instance and created a new Tab to organise all the businesses applications, however when I go to the admin portal and then click on Applications/Manage Tabs nothing appears, see below: This stops me being able to edit or remove any existing applications, tabs, etc
Asterisk Bridge and Dial Codes issue.....
Having an issue setting up the bridge for asterisk 14. Just to clarify I have successfully had it set up prior utilizing just LOCAL:0 as the dial code. But then I had an issue on the asterisk end using PJSIP extensions rather than just plain SIP - so I removed the old bridge and decided to try and make a new one. Now I can't get past the stupid Dial Code box because regardless of what I put in there it keeps erroring and not letting me save. Even if I copy and paste the format given in the example....
Emails not being received
Our company is recently being told by some of our clients that they are not receiving our emails - this is new. We have IMAP setup and are bcc-ing other cloud-based applications (like gmail) that ARE receiving our emails but the end clients don't seem to be. Is there any setting that anyone has used that could help with this? I've been reading about SPF but not sure I should do that or not at our root domain. Thanks in advance!
Zoho Creator - Fire notification after approval if end date has passed
Hi All, I'm new to creator and could use a hand solving, what i suspect to be, a very simple issue. I have two fields: Start and End (date and time fields) On approval I need to fire a notification if the end date has passed Attempted this: And this (which errors at line 1) if input.end =< zoho.currentdate; { sendmail [ from: me@zoho.com to: you@zoho.com cc: <cc> bcc: <bcc> reply to: <reply_to_address> subject: please fire message: please fire content type: <content_type> attachments:
I do not receive email
Hola. Tengo un problema con mi cuenta donde no puedo recibir correos electrónicos. Mi dominio es gruposaletti.com Recientemente cambié de hosting.
Missing Access Console of CRM Connectors.
Hi I might be being a bit thick but I cannot see Access Console of CRM Connectors.when logged into developer I can only see Vertical Solutions, Zoho Creator and REST API.
Unable to add contact (to sign) on Ipad Air (Ipad Air
Hello, i am having issue with being unable to add contacts to sign when using Zoho Sign. This only happens when using tablet. I have tried using the Zoho CRM (Version 3.5.2) app (from ios store), as well as the latest safari and latest chrome browser.
554 5.2.3 MailPolicy violation Error delivering to mailboxes
Seems like there's something blocking the mail sending from the following address: office@vmcomp.ro We've been trying to communicate for months already. The addressee is my e-mail address
Zoho CRM Microsoft Outlook Plugin
Hoping someone can shed some light on this for us! We have recently been testing the Zoho Outlook plugin as we wanted to be able to sync our calendars to outlook... When adding a new event/meeting/etc to Outlook it instantly syncs to Zoho CRM and appears in our calendars which is amazing, however... when adding events directly into Zoho we have found it's not syncing to outlook unless we open the plugin menu and click 'Sync Calendar'. Is there anyway for Zoho to automatically sync to the Outlook
Creator new builder is missing the "day of week" selection at custom schedule
From the new Creator builder is missing the "day of week" selection at custom schedule. In the old builder if I set a custom schedule to run weekly I was able to select the day of the week when the schedule to run. In the new schedule if I set a customer schedule to run weekly the "day of week" field is missing:
Pop Accounts Display Sorting Order
Hi, It seems the display sorting order of my pop accounts have changed beginning this morning (12/04/2018). In the old interphase you were able to manually define the display order, I was not able to find it in the current interphase. Can you please advise how to change? Thank you,
SPF verification
I have been waiting over a day for my SPF being verified it was for couple of minutes but then something changed dont know what but Im still waiting for SPF verification. Did I do everything correct? How long do I usually have to wait?
Under Attack
Continue from https://help.zoho.com/portal/ticket/35439152 in which the forum marked as solved, my email domain is under attack and I cannot do anything. Can anyone from ZOHO do something? There are information leaked as well. Regards, Holloway
Email "From" header makes no sense
My email "from" shows bipin<hi@amadablam.co> How can I change/delete the bipin?
Google Sheets oAuth2 library authentication error: ERROR_invalid_redirect_uri
Hi there - I am trying to connect to Zoho API through Google Sheets, using the oAuth2 Apps Script library (https://github.com/gsuitedevs/apps-script-oauth2) However a grant token is not returned, and the authorisation url returns a "ERROR_invalid_redirect_uri" message. Can you confirm that i should be able to authenticate using this library, and if so can you suggest how to resolve ? Here are some of the connection parameters i have been trying. function getZohoService() { return OAuth2.createService('Zoho')
Problem with Integration Zoho - Asterisk
Hi, Somebody can confirm me that Zoho woks correctly with Asterisk 13/14 or 15. I try with different Asterisk versions and I doesnt get it. In a few Asterisk version, If somebody call out to my Asterisk BPX, Zoho web doesn't open pop-up to advise a call incoming. And in others Asterisk version, if I pick up the call from the pop-up of Zoho web, the phones continue ringing... Seriously, This works¿?¿?¿?¿
Problem with posting a comment in a community forum
I'm getting an error to say 'Unable to process your request' when trying to reply to a forum post. Why would this be? Thanks Jane
Zoho SaleIQ not working with NuxtJS
Hi here, I tried adding Zoho Sale IQ snippet to my nuxtJS website but I keep getting the below error widget:1 Uncaught ReferenceError: $zoho is not defined at widget:1
Emails not being delivered to hotmail accounts from from Zoho emails acc.
Hi Would you kindly advise on this please. Emails from my Zoho email addresses are not being delivered to Hotmail. I would appreciate your help
Zoho campaigns is adding tons of CSS automatically when saving an email
Zoho campaigns is adding TONS of CSS automatically when saving an email. This is making my emails to long to even test. What is all this code for please?
Books API Update an Recurring Invoice -> Error 11
Hello, i have several Recurring Invoices in my Zoho Books. Now i must update them via The Zoho Creator. The Update work over an selvemade PHP CURL Script that is explained here. The Auth Token and Org ID are correct, but if i make a PUT over Postman (because my script give an Error) i become the (same) error: { "code": 11, "message": "The parameter JSONString is mandatory." } But the Body field is filled with the Correct Required Data from Here: https://www.zoho.com/books/api/v3/#Recurring-Invoices_Update_Recurring_Invoice
Sent Emails Still Showing as Sending
Good Morning All Hopefuly this will be a quick resolve. I am using ZOHOMAIL through google chrome, up until a few days ago, all was fine, unfortunately now, when sending emails, the new email just stays there saying it is sending when it has already gone. So in short, the sent emails are not closing down after sending. I have checked with recipients that they have actually received the email and all is good from that end and they are also apearing in the sent folder checked as being sent but the
Another failed DMARC, DKIM, and SPF
Hi again, I'm receiving a bunch of DMARC checks failing from Google and now Mail.ru. Could you help me out? Last dealing was: https://help.zoho.com/portal/community/topic/dkim-keep-failing#2266000010250115.
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