Status update on Client Submission in Client Module
Hello All, In the client module where you can see the candidates that have been submitted to a company in the quick access info at the bottom of the page, this Status field does not show the current status, it only shows "Submitted to client". It would
Having folders within file attachments in Zoho CRM?
Hi guys, anyone got any ideas for organising file attachments within the CRM? It gets pretty unmanageable once you have more than 5 attachments linked to a single record. Documents would work except they don't seem to be linked to a single record. --
How to disable auto send "Thank You" email when created Payment Received using custom function?
Hi all, I using custom function to create a Payment Received record to Zoho Books from Zoho CRM. My problem is after completed Payment Received the system will auto send a "Thank you" email to customer right away. Is there any way to turn off this function?
My incoming mails are not working
Hi Team, My zoho mail incoming are not working. I have update the mx value and the same can be cross with the mx looup. Still the incoming is not working. Out going is perfectly working fine. Kindly let me know is there any fix which I need to do from my DNS or email admin !! Domain name : kaptco.com zohomail@kaptco.com
Zoho Mail suddenly stopped working
Have been using Zoho to connect to my email fine for about 6 weeks and suddenly it does not work. When I sign in to my Zoho business account, the Dashboard comes up and the Loading icon flashes and nothing else happens. I click on the email application and the screen is blank. I try clicking on my email settings tab, I see the tabs, but everything is blank and I can't select anything. I did have one POP account. My colleagues using the same email domain have no problems, it is just me. I have attached
Custom fields for Banking in Zoho Books
Hello, I was wondering if it´s possible to add custom fields in the Banking module in Zoho Books? This would be nice to have, so financial department could save important information about a particular bank account, for example the bank managers/other
Interface Language
Is changing language interface from English To Arabic possible ? Thank You
Wizards
Do I understand this correctly, Wizards are only available when manually creating leads? We are have most of our leads entered into the CRM through a web form. So when we go into to work or update a lead, some of the information is already in the lead. But it would be helpful if the Wizards would be something we could launch when we are working a lead to ensure we got all the data, or just to better organize the profile into cards.
Enhancements in user field and reporting hierarchy
Dear All, Hope you are well! We have interesting updates like regulating record accessibility for user(s) who got record access via user fields and implementing the usability of "reporting to" field in multiple places in CRM. Let's get started! Regulate
Update records using import?
I want to mass update records (or add a new field) in CRM from an excel sheet. I was trying to make it work via an import, but this only creates new records (even though the account ID's are in the sheet). What is the best way to mass update records?
Questions about WhatsApp Business integration
Hi, I have some questions about WhatsApp Business integration: - I need to send messages with WhatsApp Business through CRM! It's possible? - If yes, with which plan? - Can I automate WhatsApp Business messages sends from the CRM? Thanks.
Macbook Pro Saying Workdrive is too old for Ventura 13.0.1
How do I update the version of WorkDrive on my Macbook Pro? I'm getting this message. I've clicked the link to download WorkDrive, but when I click the DMG it takes me to the Zoho Help portal. Do I need to delete WorkDrive from my computer and then re-upload
Zoho Books - Income with an expense
Hi, what is the best way to input a income but also has an expense as well. eg, Rent a house for $400 a week (income) Rental agent manager fee $25 (expense) Amount received $375.00 (income
Project Specific Invoice Number Schemes
My previous invoicing solution (Harvest) allowed me to have different invoice number schemes for different projects. I could have invoices to customer ABC be auto numbered to ABC-YEAR-1 (increment by 1 on the next invoice). Customer XYZ's invoices could
ToolTips on Default Fields
We have found the addition of ToolTips to be great, the problem is Default Fields. It would be useful to add a tool tip to the default module fields (system-defined fields) created by Zoho to allow us to give our users some guidance when they are entering data into that field. Can you look into adding this functionality for these fields?
Tip #6.1 Notify vendors whenever you receive goods automatically
Hello, Hope you are doing good. Last time, we saw how we could automate the process of giving discounts at item level to customers based on the total number of items per item group on a sales order. Today, we are going to see how we can send out email notifications to vendors whenever purchased items reach your store or warehouse. This post has been divided into 2 parts. In this part, we will only talk about delivery notifications. In part 2, we will tell you how you can send reminders to vendors
SSL certificate not valid
After a long process with my domain host to connect the domain successfully and get it verified the ssl certificate is not valid. I have received an email which seems automated, telling me the custom domain hasnt been configured properly however your zoho bookings site is showing the domain as verified. This SSL certificate is for agedcare.net.au I cannot even find where to add my own ssl key now
Change height of report embedded in page?
I have a page in Zoho Creator that contains a report that is embedded using <div elName='zc-component' viewLinkName='Open_Corrective_Actions' params='zc_Header=true'>Loading View...</div>. When viewing the page, the report is only about 15-20 rows high, and there is just empty space below it (see screenshot below). I was wondering if there was a way to make the embedded report fit the page, or increase the height of the div without publishing the report?
Anyone experiencing problems with Tasks in Zoho Mail through the web application?
I can't deleted tasks, modify tasks or move them to different categories. I have tried 3 different machines, and 2 different browsers, accessing with new profiles in the browsers, still no luck.
POST request - invalid content type "text;charset=UTF-8"
Hello, I am trying to update some records in our application. I am trying to do this with a POST request These are my configurations for PostMan URL: https://creator.zoho.com/api/USER/json/APP/view/BillingRequest_Report/record/update Parameters: authtoken: TOKEN scope: creatorapi Status: "MyStatus" cruteria: Mycriteria When I tried to execute this, I got a 200 response and the Status field was updated. But in Headers I can see that the Content-Type is text;charset=UTF-8 . This is a problem, since
Syncing leads by lead owner
Hello, I want to be able to sync leads by lead owner, as our CRM data contains data from two businesses that are split up by lead owner. However, when I try to do this the maximum number of criteria is 6, which is too low for my needs. Is there another
Best Approach for Multiple Integrations?
We currently have a general contact form (non-Zoho) on our site with options for the user to select whether they're messaging us about Sales, Support, or Billing. Based on their selection, they get a customized automated email response from that department.
Field value being set to blank
Users are reporting strange behaviour with the AGREEMENT form that contains an ASSET subform. Here are the steps to create the behaviour Go to https://creator.zoho.com/essistmgmt/assets/#View:CONTRACTED_ASSET_View. Note there are 29 records Edit the A059 record at https://creator.zoho.com/essistmgmt/assets/AGREEMENT/record-edit/AGREEMENT_View/896426000014604156/ Change some of the fields and update the form without adding or deleting from the subform Go to https://creator.zoho.com/essistmgmt/assets/#View:CONTRACTED_ASSET_View.
Lookup Field in Creator From CRM -- search doesn't work
Hello all, I have a Creator Form with a lookup field connected to CRM. It is connected to the Deals module. Until today it worked great, but now when someone tries to search for their deal in the creator form, no results appear when that deal definitely
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.
Adjust embedded chart in zml snippet
Hello, on the help page (https://www.zoho.com/creator/newhelp/pages/parameters-for-page-elements.html#chart_param) I noticed that we can embed simple charts in zml snippets. That's the code: <chart type='Column' title='test' xtitle='X-Title' ytitle='Y-Title'
deleted contacts will be removed from other's mailing list
When I go to delete contacts from my campaign account, I get the message that deleting it will delete it in 'other user's accounts." I have no idea what this means. I do NOT want to also delete the contacts or any info associated with the contacts from my CRM.
Export KB articles with URL/Permalink
Is there a way to export a list of articles along with the URL/Permalink?
how can i delete a forum from Community?
Hello, I couldnt delete the forums that i didnt wanna use it anymore. i could just do them disable.
Email Analytics: What is Total Records?
What is "Total Records" in the email analytics reports? For example, this help file defines Opened as emails that have been seen, and opened by the recipients. If you add up all the rows in the report, that is equal to the "total records" but what does
Add comments to invoice
When I create an invoice from Zoho Projects, the Project Tasks are listed as line items. I'd like the task notes/comments to also appear on the invoice. For example, one task is "Training". When I fill out my timesheet, I like to add notes about who I trained and what topics were covered. The invoice has a one word description "Training" on it. Any way to add task comments to the invoice template? Thanks in advance.
Permissions - form level restriction, edit restrictions
I'd like to restrict access to certain forms to admin users only. Is that possible to do at the form level? Is it possible to create read-only records? i.e. Once the record has been created, it is not possible to edit it. I am working in a sandbox right
Multiple Boards for each Task
I would like to have one task connected to multiple Boards. Is this an option? Currently, it appears that each task can only have one board. Example: I have a Board for my projects ('Projects Board'). The Sections are each project I am working on. Under each section/project, I use the Tasks feature to list out tasks and ideas for each project. I also have a Board for my weekly task management ('Weekly Tasks Board'), with each week as a Section. Under each section/week, I put my tasks to work on
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
zoho mail error message - Something went wrong while updating your app. Please try again later. ( Details: Error: Cannot update while running on a read-only ... )
Hi this message keeps coming up when opening mail or changing folders on desktop mail. Something went wrong while updating your app. Please try again later. ( Details: Error: Cannot update while running on a read-only ... ) please help?
Filtering an Analytics report when embedding it into Creator
I have a Creator app where organisations can track their projects for groups of young people. I want to report back to each organisation a nice set of stats about the impact of their projects and the young people's demographics, so I have created a dashboard
How do I subtract dates and times?
I have two dates - one is a start date and time, the other is an end date and time. I want to subtract one from the other so that I get the time difference between the two. I cannot work out how to do that...! Any ideas?
Clear and Add items in Dropdown in a Subform
Hi! Looking to use a List workfiow function as a spot where i can go to update a list that needs to be updated from time to time, and then list be used in various forms as the options in a drop down It is already working for standard form dropdowns: clear
Collaborative spreadsheets on your smartphone.
Waiting till you're at your laptop to get your work done is a thing of the past. Stay on track with the mobile world with the Zoho Sheet app for iPhone, iPad, and Android devices—watch the video. Now you can: View and access all your spreadsheets—both owned and shared. Perform calculations in a snap with more than 350 functions. Visualize data with charts and conditional formats. Share and collaborate in real time with your team. Distribute files with shareable links. Insert hyperlinks, checkboxes,
Tip of the week #31 - Access Zoho CRM from your inbox
The Zoho CRM extension in Zoho TeamInbox allows you to manage customer relationship activities right from your inbox. Here are some of the activities that you can perform: Add contact or lead from an email - You can add the email address in the From or
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