UserLookup field in node sdk 2.0
Hello, I am having problems with a UserLookup field and coql query. My query is: `select First_Name, Last_Name, Palveluasiantuntijat from Contacts where Service_Name = blabla`; Can I access for example the Palveluasiantuntijat (this is the userlookup
Sales Order and Purchase Order linking in Zoho CRM
Is there a way to link/relate a Sales Order to a Purchase Order in Z CRM?
Integration with Zoho TeamInbox
Hello. The features of February (https://www.zoho.com/teaminbox/whats-new.html) state that you can integrate Zoho CRM with Zoho TeamInbox. However, if I try to open the 'Learn more' link, I get the following message: The requested page could not be found.
Zoho Forms subform integration with CRM through Zoho Flow
I have a form with Zoho Forms that includes a subform. I am integrating this form with CRM using Zoho Flow, and in CRM I have a similar subform that needs to be mapped with the information from the zoho forms subform. If I simply map it using the default
Deal Emails from Contact Roles
Let me explain the scenario. We have a Deal X with Account A. Now this Account A is the main point of contact, but Account A uses an external service (for example accounting) of Account B. This Account B has also sent emails from Contact C related to
Migration from Tally to Zoho books
We evaluated ZOHO books for our accounting for last 1 month. Currently all our accounts are maintaining in tally. Can we migrate data from tally to zoho books. If so, can I do it now or we have to wait for next financial year beginning.
How can I compare data from two reports into a third report?
I'm using zoho creator to make a simple interface for me to manage a client database and the services I provide. I have two forms: Student form - has a numeric field where I record the number of minutes that student is allotted to receive
Zoho People Newsletter - November 2022
Hello Everyone! I hope all of you are safe and well! Zoho People's HR newsletter for November is out now! Check out the newsletter to know all about our newest features, upcoming features, webinars, HR blogs, HR tips, and many more exciting things.
Dedicated support for European customers
Businesses depend heavily on data to function. If you fail to protect your data, you risk stunting your business growth, and losing the trust of your customers. That's why in Zoho WorkDrive, we give security and privacy the utmost emphasis. The data you
Zoho mail custom login for organization
Hi, Can you please tell me proper url format to show zoho sign in page for specific organization conaining logo in place of general Zoho logo? For example following is the URL for login. Can you tell me proper parameter for OrgID? https://accounts.z
API calls and security
Hi All, This is really just a call for general advice about security I make API calls to grab info from an external resource into Creator for say 6 companies Each of these API calls requires a username, password and token, and they are all different.
[Email Intelligence] Possible to "exclude" some url from rewriting by zoho ?
Hi ! I would like to know if there is a way to "exclude" some links in an email template to be replaced automatically by the "Email intelligence" function of zoho (CRM and other modules). As of today, if we want to avoid zoho to replace a link/url in
automatic sending of a report
Hi all, is possible to configure automaic sending of report in zoho project? For example: I need to receive via email an automatic report of Timesheet of all my users Or I need to receive a report of all the projects that are close to end date Tha
Automatic calendar event cancellation sending to attendees
Calendar events sent successfully and after sometimes it got cancelled automatically. And attendees are receiving cancelled event notification. Attached is the screenshot from one of the attendee that fist he received event invitation and after sometime
Copy and paste to yahoo email
Hello, New to ZOHO Writer, I'm not aware how to copy any document I've created in Writer to my email so I may send it out via my yahoomail. No doubt a simple task but I'm not seeing the steps needed Thanks for any help available.
Attendance shows absent for checked-in employees in strict mode
Hi, We use Strict mode for attendance and for the employees who have checked-in it shows that they are absent. Therefore our dashboard displays wrong graph. Have I configured something wrong?
Auto "bold" & "underline" a hindrance...
Hi 👋 Everytime I open a saved note in Notebook & prepare to enter new text, all previous text becomes "bold" & "underlined". Is this a current bug, or is there a solution already available which I may be overlooking? TIA, -BIG J 😎
Problème with Linux Mint 21
Hello, I have shifted from Linux Mint 20.4 to 21 and downloaded Notebook-2.0.1-deb. The installation went ok, then the app asked for permission with my administration code, but stops there. Is thère a solution ?
Zoho Meeting is included in Zoho One now!
Hello Everyone, For those who waited for the integration of Zoho Meeting with Zoho One, here is the good news. The integration has been completed and you can now add the Zoho Meeting application in your Zoho One portal. Edition included in Zoho One License You will get Enterprise plan of Zoho Meeting, using which you can host online meetings with up to 100 participants and webinars with up to 100 attendees. You will also get the cloud storage for 25 session recordings/user. Adding Zoho Meeting application
Custom User Lookup field is now supported in the latest version of Bigin Mobile app.
Hello, Custom User Lookup field is now supported in the latest version of both Bigin iOS mobile app(v1.5.3) and Bigin Android mobile app (v1.4.14). - 'Custom user lookup' field is used to add a user to the respective record which requires multiple ownership.
my SalesIQ livechat integration failed to send chat on iOS
Hi guys, I have a problem on SalesIQ livechat integration with my own iOS application. The chat from my iOS application can't send to the SalesIQ portal. But for the android version, it's working fine. I have tried using the correct appKey and accessKey
IP Blacklisted, No response from Zoho
I just helped a local business set up a paid Mail subscription. They were previously using email included with their web hosting package and those IPs recently got blacklisted due to spammers using the same shared server. We moved them to Zoho to avoid
Email Deliverability Problems
Hi, I need assistance with our email campaigns not being delivered. I have authenticated our domain and set up the appropriate SPF and DKIM DNS records on the server, but I’m not receiving the email campaigns. I am personally subscribed to the audience
please let me know what is going on and how to fix it
Reporting-MTA: dns; mx.zohomail.com Arrival-Date: Fri, 18 Nov 2022 13:09:13 -0800 Original-Recipient: rfc822; censored Final-Recipient: rfc822; censored Status: 550 Action: failed Last-Attempt-Date: 18 Nov 2022 21:09:59 GMT Diagnostic-Code: "JunkMail
Zoho Creator Upcoming Updates — October 2022
Hi all, Greetings from the Zoho Creator team! We've got some interesting updates for you today—and rest assured, there’s more to come! In this post, we'll be going over the following features and improvements for this month. In-app notifications Backend
Check-in and check-out feature in Zoho Mobile CRM
Some of my clients are asking to a check-in and check-out feature via the Zoho CRM mobile App, so the their sales team would have to prove a visit to a client via GPS check-in and check-out. My question is: Is it possible? How? If not wouldn't be great? Thanks!
Email Campaign Contacts Sync
How to sunc a Selected List from a Zoho CRM module with campaign contact list?
MX Records not configuring
I had recently changed up and launched my new website for tilto.nl, but I came across some issues. I now configure my DNS-Records at Hostgator instead of Cloudflare and it still says my MX records are not valid. I have already waited for 24 hours. I’ve
Unable to send message553
Unable to send or receive emails
Mobile SMS
PLEASE PLEASE give us an ability to quickly be able to respond to a SMS that a candidate has sent or replied to us on the Mobile Recruit App. (Of course this for customers who have set up SMS integration already). That would be a GREAT help!!! Thanks,
Zoho Toolkit - Analyze - DKIM is not configured...
I've configured a DKIM selector per the the docs: TXT Name = altch._domainkey.mydomainname.com. However, my DNS has a second TXT record: default._domainkey.mydomainname.com. This looks like a carryover from my hosting service. But when I analyze my domain,
Auto Add products to Deal/Opportunity
Hi All Looking for some help. I am looking to auto add products to a deal based on additional fields within the system. E.g a Picklist box that says transfer or register, depending on the outcome will associate the relevant product to the deal. I have
TIPS AND TRICKS #9 - Displaying different bank details on invoices
Most businesses will have customers from foreign countries. In that case, you might need to display different bank account details in their invoices. With a few simple steps, you can easily create a new template with the necessary bank details and associate
Unable to select save "Print" of PDF" Option in Page
Hello, Today I attempted to enable the print or pdf option on a page in creator. When I hit the Gear icon in page edit mode, creator shows me the options: I am able to select the option to print and enable pdf. When I exit, nothing changes. I am still
specify an email template when sending emails in custom functions
Can we specify an email template when calling the sendmail function within a deluge custom function? I don't see anything about this in the API documentation but I thought I would ask what others have done. thanks, Aaron
Workflow automation between two modules
Hi, we would like to know if workflow rules can allow us to automaticaly change the value within a multiselect custom field if the status of another field in another module change too. Here is the case: We have in Contacts Module a custom field named
Delete WHATSAPP chanel on Zoho Desk
Hi, How can I delete a WhatsApp channel and create an new one isstead? Alternatively, how can I change the number MAPPED TO the channel Thanks
Invoicing from Desk - Default Configuration
Hi, we have different invoicing situations per client, which is quite common in small and medium business. So we would like to have a. Billing / Non-billing default per client Explanation: Non-Billing must be set for Full-Service-Contracts, where is billing
Add a modify button in KB article viewed from Tickets.
When viewing KB from the left pannel in tickets , there is no way for modifying the KB article exept navigate in KB and search for the article, and then modify it. It would be nice to have a update button / link in this Article View It would encourage Agents to update KB article on the fly , and so having an up to date KB ! Thanks,
Send Mail deluge function from issues
Hello, We are using the deluge sendmail invoke url. We have been successful when sending it from our super admin email- hard coded. When we attempt to change it to zoho.loginuserid we get an error on the from. Here is the code: toEmailMap = Map();
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