[Solved] How to trigger CRM integration after a failed Form ?
HI, A customer filled out our Forms. One of the field is a textarea. We set Toho CRM integration, Forms data are pushed as new Deal. However, we found out that the customer wrote quite extensively, wrote about 5000 characters text, and in CRM the target
Zoho Creator | Scheduled downtime for IN DC on November 13th, 2022
Hello App Creators, We want to make you aware that we've scheduled a maintenance activity at our IN data centers on Sunday, November 13th, 2022, from 3:00 AM to 3:15 AM IST (Indian Standard Time). During this period, Zoho Creator will be completely unavailable
Generating Reports from Multiple Modules?
I have contacts in two different modules due to our funnel. I'd like to generate a report based on the contact's email address (which is the same in both modules) using data from both of the modules. For example, jon@doe.com is the email address of a
Auto add Subform rows in Zoho Form with custom function
I had created a Zoho Form with Subform to allow user to add in the attendance name list via email link. I wish to use custom function to auto add row in subform, so that they can fill up accordingly. Example : When there are 5 person will be attend
Ability to Track Time Via Status?
Let me paint a picture first. We are defining the metrics from which our department is graded, essentially. This department is for changes to websites, and one of those metrics is how long we work on each ticket, as well as the response time to tickets in general. Currently, AFAIK, the only way to track the time spent actually working on a ticket is to use the tab at the bottom "Time Entry" which requires manual entry of the time spent. So, we'd need to track our own time manually, so that's no
How to display skillset in a formatted resume?
Hi, I'm trying to make a good looking formatted advanced resume template. But i'm having a hard time of making the skillset field look good. The skillset fields is only returning a string of comma separated skills. I have figured I can set the field as
I no longer can see deals in a particular stage.
Totals are present in header of stage but never loads individual deals any longer. The system seems to be locked on the loading animation.
Attention: Scheduled Maintenance in IN DC on Nov 13, 2022
Dear customers, We want to make you aware that we've scheduled a maintenance activity at our IN data centers on Sunday, November 13th, 2022, from 3:00 AM to 3:15 AM IST (Indian Standard Time). During this period, Zoho Bookings will be completely unavailable
Customer spotlight: Zoho Analytics enables end-to-end business insights for ON TIME Logistics
ON TIME Logistics is the result of the acquisition of different companies that have data in legacy systems and in different formats. Till now, the teams have used different systems for storing information. This means they created reports in silos and
Redefining api names for custom fields in user module
Dear Zoho CRM team, I have added new custom fields to the user module. Now, I would like to change the name. How is this possible? I am not able to find the option in the api section in the settings, see screenshot. Can you please help? Best Regards
AUTO-RENEWAL FRAUD FROM ZOHO CLASS ACTION
Hello, If you have been or think you have been a victim of auto-renewal fraud from Zoho read this. Myself and some other victims are taking this up. If you would like to join us send an email to fifibanjoko@gmail.com. I got an email from Zoho saying that
Tip of the week #20 - Bring your personal emails to Zoho TeamInbox
To bring all your personal emails from your email client to Zoho TeamInbox, use the 'Personal Inbox' feature. This way, you do not have to switch applications to access your personal emails. You can fetch your personal emails through email forwarding,
Ecommerce agency - Multi stores
Hello, We are a small eCommerce agency that runs and operate stores for clients in the fashion industry. A moment before we expand ourselves to more clients, we decided to create ourselves a one stop shop CRM that covers all the aspects of running a successful eCommerce business. What do we do ? Vendors management for our clients vendors Catalogue and product management Inventory management Marketing - for both retention and conversion Customer support - in various channels Sales - Shipping&Fullfilment
How to Embed Youtube Video in Zoho CRM Templates
Dear Team, I would like to embed our Youtube videos to Zoho CRM templates. I tried figuring it out. But I could not do it. Is there a way to do it? Please help. Regards, Aishwarya
I get an error message when activating, has any happened to you?
When I try to activate the Work flow I get this message "The email response component used in this workflow has been revamped. Please replace it with the new email response version to activate the workflow" I already checked the workflow but I can't find
Default Meeting Duration
In Zoho CRM, the shortest "Default Meeting Duration" is 30 minutes. I need the default to be 15 minutes.
The elapsed time from when a synchronization begins and ends is long enough to create the possibility for error and confusion.
The elapsed time from when a synchronization begins and ends is long enough to create confusion. I understand that Analytics is a reporting tool, and that data latency caused by synchronization is unavoidable. It would be helpful if every report, whether
544 5.1.8 Email Outgoing Blocked
Meu e-mail está bloqueado, quando tento enviar um e-mail aparece a seguinte mensagem de erro: 544 5.1.8 Email Outgoing Blocked. Gostaria que fosse feito o desbloqueio do e-mail.
Sand Box
Based on a discussion with Zoho, there is no sandbox option within the CRM. I am curious as to how users develop and introduce changes to their platform without having a sandbox to develop and test in. Thanks in advance. Ron
契約開始日から契約終了日を表示する
契約開始日から契約終了日を表示する関数を作成しました。 目的の日付は表示されますが、関数のエラーが発生しているようです。 エラーの解除方法についてアドバイスいただければありがたいです。 よろしくお願いします。 以下に、詳細を記載します。 関数作成画面でのテスト(保存して実行する)ではエラーは発生しません。 《関数作成画面でのテスト画面》 《エラー表示画面》 《失敗の理由》 Value is empty and 'addDay' function cannot be appliedat lineNumber
連絡先に設定した日付項目
連絡先にある日付項目を設定した場合、その日付の何日か前に別ユーザなどに通知させることはできますか？ レポート機能でそれができるならそれでも構いません。 レポート：今月の記念日の連絡先など
Custom Field disapeared and can't create new one
Hi, I created a custom field in the contact module and moved it to the "address information" section but the field immediately disappeared. The total of custom fields used went up after the creation and down after it disappeared. Then, I tried to recreate
Remove limit of add-ons per subscription
Hello, ok here's a bit of context : We sell a B2B solution hosted on a single platform with 7 different modules within the platform. Given the current functionalities of Subscriptions, our best option to document our client's subscription was to create
Rechnung in Books trägt den Status "gesendet"
Eine Bestellung geht in Commerce ein, der Versand wird manuell als "versendet" markiert. Wenn der Versand abgeschlossen wurde, führt das in Books dazu, dass eine Rechnung erzeugt wird, deren Status "gesendet" lautet. Die Rechnung wurde jedoch gar nicht
TRANSACTION FAILING WHEN RENEWING SUBSCRIPTION
Good Morning, We need to renew subscription for our zoho account but transaction fails Please find attached screenshot on same Your quick assistance is highly appreciated Regards, Mohammad
How to Get Sunday as First Day of Week
I noticed the calendar changed to Monday as first day of week. This is different than it used to be and it confuses me now as I am used to seeing Sunday as the first day of the week. Can I change it somehow to Sunday as first day of week? Stanley
Purchase Order Numbers
Hi there, how can I please tell zohoCRM where to start from issuing a PO Number please? I can't edit the field "PO Number" that's in the module however if I try to add a new field (I've called in P/O Number to differentiate), made this a recurring number
550 5.4.6 Unusual sending activity detected. Please try after sometime
Hi! Im unable to send messages from this domain. What happened? 550 5.4.6 Unusual sending activity detected. Please try after sometime
Celebrating our Zoho Community SuperBuds!
The SuperBud program recognizes the efforts Zoho users put in to help the rest of the community thrive and grow in their individual Zoho journeys. Be it the ZUG meetups or these forums, several Zoho users including our MVPs andZUG leaders, have stepped
Zoho Form with auto add row in subform by Custom Function
Hi there, I have a question about custom function for integration (API) between Zoho form and Zoho CRM. I did created a name list form to record participant who will be attending the class by Subform method in a ZOHO FORM. I will use custom function to
Undo Last Bank Statement Import
I have import my bank statement but have the description and payee mapped incorrectly. Now I have done about 2mth worth of invoice and was about to my expenses such as citylink and personal spend such as transfer to holiday account and now none of the
Updates in Workplace | June to September 2022
Hello Workplace Community, Hope you're all doing good and staying safe. We have been working to provide you with various enhancements and new features across all the products in Zoho Workplace. Here's the rundown of the features and enhancements that
Zoho books
Can I use Zoho Books for personal use? or is Zoho Books can only be purchased
Position Description
Hello, Can we have a section within the "Self-service" or somewhere in the system that is specific or dedicated to designation's job description? Setup as a customizable template. It would be good to have this in People so that JD for employees are added
Dashboard Reports - Add Component
I would like to add a dashboard component that shows sales this month but I get this error: You have not selected any grouping columns in your Source Report. There must be at least one Grouping column in the Source Report. Why do I get this error and
How can give access to an accountant to one organisation only and not the other organisation I have in the same account?
I have a Zoho account with more than one organisation, and different staff.
recuperar emails excluido zoho mail
Boa tarde. Estou com uma colaboradora em minha empresa, que no dia de hoje, 19-12-2016, excluiu indevidamente vários e-mails. Gostaria de saber como posso fazer para recupar os mesmos. O e-mail dela é adm@dutratrentin.com.br Existe alguma forma de recuperar os mesmos?
Have the Lead Source change depending on the email's format that is received
Hi all. We have leads coming to us from various websites. A user visits a website, submits their details via a form, which then sends us an email. What we want to happen is for a new Lead record to be created and the Lead Source field automatically select
Zoho Community Meetup: Zoho Creator
Beste community-leden, Op 8 november organiseren wij een nieuwe community meetup. Dit keer staat het in de teken van Zoho Creator. Tijdens deze gevorderde sessie pakken wij het iets anders aan. Wij gaan namelijk samen met een Zoho Creator expert en de
How to integrate dashboards from Zoho CRM into Zoho Analytics?
Hi all, We mainly rely on Zoho Analytics for our BI work, and I'd like to import the already made dashboard on Zoho CRM or other business apps into Zoho Analytics to have all the BI work in one place. I only want the dashboard, not the raw data. Is that
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