Mail merge - afficher les enregistrements d'une liste associée dans Zoho CRM
Bonjour, J'ai créé un mail merge j'ai inséré des champs de fusion d'une liste associée au module opportunité la liste associée est un custom module je veux que les données se regroupent par enregistrement c'est à dire : Enregistrement 1 donnée 1
Sending a simple non-marketing message to subscribers
I can't seem to get a simple service-based email out to a subset of our customers. I've attempted to import the list of recipients several times and everytime the list ends up with 0 contacts after it ignores them all. To be clear: This message is a
Composite item converted to Sales Order does not list the individual items on the sales order
@Madhan Gopal I am a building contractor. I buy all material as needed and do not keep any inventory, so inventory management is not a concern (or a solution) for this problem. I produce estimates for customer approval, and then convert the
There needs to be a single, universal way to TEST for EMPTY INPUTS
I am so sick of having to code multiple conditions just to see if a field is empty or not. EXAMPLE SITUATION I have a Validation workflow that runs when a user hits Submit on a form. The workflow looks to see if the user filled in a required field (Before
Conditional Logic How to calculate commission amount with minimum and maximum?
We expect different commission structure for different Accounts. And each Account may or may not have floor and/or ceiling commission. What is the best way to find the commission for each deal? Preface Each "Lender (Account module)" has following fields
ERRO ao adicionar dominio
Não estou conseguindo adicionar meu domínio no zoho esta dando erro
hello sir we are unnable to recive &send messages
hello sir we are unnable to recive &send messages
Cannot upload documents
I am trying to send attachments which are urgent, and am getting the message "unable to scan for viruses" Please can this be investigated ASAP, I have tried a number of times. Thanks
A prelude to our Segments update inside Zoho Campaigns
Hello, everyone! When you log in to Zoho Campaigns on November 17, 2021, you'll see a new option called Segments inside the Contacts module. Segmentation feature Segments is an existing feature that helps you send well-targeted email campaigns by grouping
Share my calendar
So I try to share my calendar with individuals by enabling their emails, and they receive the email but cannot open the calendar by clicking on the View the Calendar link.They are not registered with Zoho - is that the reason? And if so, can I share my calendar without people registering first?
Deleting a Ticket View
How does a user delete a ticket view that he created? Thanks!
Is there documentation for when a customer changes the subscription they have signed up for?
As a customer, is there any documentation on how the reimbursement works, what will be on the invoice, and an image of the procedure on the portal when changing the plan that I am subscribed to? As an administrator, I would like to know about reimbursement
How to integrate zoho creator with google drive?
1. Create record in Zoho Creator 2. Deluge sends record data to Google Apps Script 3. Google Apps Script creates a folder with and returns the url to the folder 4. Zoho Creator receives the response and updated the Url field of the record 5. Users can use the Url to access the Google Drive Folder How can i do it?
Tickets not closing after a set time lapse despite existing a rule to do so
Hi, I'm experiencing issues with some of our tickets. Every ticket is applied with blueprints and a supervisor rule so that, after a certain amount of time since the ticket changed status to "solved" (Solved is a custom status mapped to Closed but with
Some Ticket Fields only filled out via API. How to Hide them if they are empty/null?
We have some fields on thickets that are only ever filled out via API if certain conditions are satisfied. They are empty/null 95% of the time and only get filled in about 5% of the time. Since they are empty most of the time, we want to hide these fields
Custom fields
Is there any way around the limit of 300 characters in a custom text field? Any longer data types that I can use?
Retain column names when importing through URL
In Zoho Analytics there is an option called Retain Column names when importing through URL. Without this, the column names are preceded with the JSON records (i.e. records.id, records.abc, etc.). I know I can rename the columns, but having to rename
I can't map my domain to create a new website
Good Day Dear Zoho, I own a domain from Zoho Group by address POINTSHIPSTORES.in Ive been tryin to map the domain to create a new webpage but I couldn't. Please help me out. With this issue im missing a lot out of marketing works. I need to publish
My account was blocked out over 40 hours ago
My account was blocked out over 40 (!) hours ago. 8 hours ago I provided all the data for unblocking (already provided it several times). I wrote a million tickets to support via mail, mailbox interface, to the forum. No answer. Nothing.
Cancelling sales order
Hi. What's the exact automated process flow when I decide to cancel a customer's order? Is a credit note generated? Is the paid amount automatically refunded (e.g., when customer paid via PayPal)? And what if I cancel one product of the order instead
I changed my server, how to keep emails?
I had my website on a Hostinger server, I switched to another Hostinger server. How should I proceed to update the server data and continue receiving and sending my emails?
Silent Install
Hi. Is there a command line switch to install the unattended client silently (i.e. /quiet) ? Please advise. Regards, Humzah
No puedo enviar correos
Hola. No puedo enviar correos desde mi cuenta contacto@murgayasociados.com es la cuenta principal (superadministrador) Quisiera que me ayuden a resolverlo. Gracias.
No puedo enviar correos pero sí recibir
Buenas tardes, Por favor su ayuda con carácter de urgencia. Necesito enviar un correo y no permite enviar a ningún tipo de dirección, me aparece el siguiente mensaje: Pero sí puedo recibir correos, acabo de hacer la prueba de ello. Quedo atento a su
Auto-sync email attachments to tickets - Problem with ANSI encoding
Hello, I discovered the following Zoho tutorial: https://help.zoho.com/portal/en/community/topic/automation-3-auto-sync-email-attachments-to-tickets I have created a function based on the post, which also works BUT there is a problem with the text encoding
553 Relaying disallowed - spring
I am trying to send email to my zoho account, to my custom domain (not zoho.com) from another email account noreply@usomutuo.com Every mail i send i get the following error: Failed to close server connection after message failures; nested exception
Delayed emails from Oracle service
I've been trying to sign up for Oracle Cloud and as part of the process an email address validation email is sent through that must be actioned within 30 mins. Unfortunately it seems if you use Zoho for email the email won't appear in your inbox till
Zoho Desk Customer Portal Not Secure
Hi, So I have set up our Customer Portal for our helpdesk and mapped the Domain etc. but the site itself is still saying not secure. We set this up on the 19th so its had plenty of time to generate an SSL so we are unsure why this is happening. The Customer
JWT for Authenticating Users in the ASAP debug
Hello. We are trying to set up a login using a JWT endpoint. As described in this article: https://help.zoho.com/portal/en/kb/desk/for-developers/asap/general/articles/jwt-for-authenticating-users-in-the-asap-add-ons#What_is_JWT After the JWT endpoint
Sort InvokeURL response
Hello, We are using an invoke URL task in our custom function in Zoho CRM. Is it possible to sort the response by the created time? We have found examples of this in Creator and then other examples when using COQL or other programming languages, but is
BEWARE- Posted documentation and "solution" does not work for deployment
Followed the instructions to "easily" deploy the unattend agent for ZohoAssist. The batch file/GPO combination simply does NOT work, no matter what you do. The fact the posted instructions can be such a massive and obvious failure is unbelievable. All you SHOULD have to do, according to Zoho is point to the file share in the batch file. The batch file doesn't run. Period. Silent or not. Supposedly a developer is looking at the batch file. It's four lines. How long does that take? And how
Importing tasks in Zoho People
Hello, is there a way to import tasks in Zoho People? Thank you
Virus Scanner fails
I am trying to send out emails and the email client keeps telling me it can't scan for viruses. Never had this problem before. Tried with multiple emails and different attachments.
"Guest has already reached the maximum number of unattended computers allowed."
It it correct that on a ZohoOne account that only five remote computers can be set for unattended access?
Update status field of record in Zoho Creator when document signed in Zoho Sign
Hi, I have a Creator app that sends a document via Zoho Sign when a record is entered. I want to updated a status field in this record when the document is signed. I think i need to set up a web hook in Zoho Sign to point to the url of the report the
Request New Feature: Automatic Ticket Merging from Same User
All tickets from the same user come in to Zoho desk randomly and its messy - we want them to come in one conversation for each user so we can bunch it together.
Intercom integration
I've read about the intercom integration, and it was good news at first. Problem is -> the Knowledge Base. We use intercom together with it's KB. Whilst working with Zoho, we started to generate knowledge articles on the Desk KB, so articles on Intercom
How to convert a string to integer / decimal?
Hi, I've got a select list for a quantity calculation with following values 0.5 1 1.5 2 etc... I'm trying to check the input.caseLaborHrs and assign it as an integer or decimal but get the following error. Variable 'qty1' is already defined of data type 'BIGINT' but trying to update 'DECIMAL' data type My code is below... not sure if I'm coming at this completely wrong! My goal is to use this value to do a calculation to auto-create a sales order from a case based on the input Labor hours. eg: LaborRate
Zoholicsでご提案
おはようございます いよいよZoholicsも近づいてきましたね ところで川根本町も今回の台風で被害を受けているようです。 Zohoの川根本町の方々も復旧に大変のことと思います まだ道路も規制もあると聞いています そこでご提案なのですが Zoholicsで川根本町にささやかでも募金活動してみてはどうかな？と思っています。 今回ユーザーブースを設けていただけるとお聞きしておりますので、そちらで募金などいかがでしょう？ Zoho社員さんも、ユーザーさんもなにかご意見ご提案あれば、ぜひ返信お願いいた
Most recent
Have you considered implementing a "Most recently opened" feature in Notebooks? I would like that. Otherwise thanks for a great product
Next Page