Not receiving email
Hi, newly set up. Not receiving incoming emails. Thanks
CRM Dashboards - 3 modules
Hi all, I need to create a CRM dashboard crossing information from 3 modules. I need to add another module to the both in the picture below. Is this possible using CRM Dashboards/ reporting? Please advise
How do I associate Helpdesk ticket with project
Hi, We have projects for client deployment, very often the client will email in with information or question. We want to see those tickets in the project, they are not bugs and I don't want to recreate the ticket, just link ticket to project or visa-versa. I see "Issues from Zoho Desk" in the issues filters, but no idea how to link the issues, can you advise please?
The Lets Encrypt SSL is not installing or the Install Button is unresponsive
Hi Zoho Sites Support Team, We are facing a severe problem. We had a site up and running for a long time. Suddenly we see the SSL got uninstalled automatically. Now we are trying to install Let's Encrypt SSL, but the SSL is not responding even after clicking
Merging Records Automatically Upon Import from a Web Form
There are two ways that leads get imported into our Zoho CRM as a Lead: Landing page software (Unbounce with Zapier to handle the import) Gravity forms on our Wordpress website (We use GravityForms to Zoho CRM add) A new lead will often fill out a form
Zoho Analytics Meetup
Gisteren een ontzettend waardevolle en interessante middag gehad in Utrecht. Ik hoorde dat er al een tweetal andere meetups aankomen rondom Zoho CRM en Zoho One, super! Ik zou het ook erg handig vinden om een meetup te besteden aan Zoho Analytics. Wij
Free Webinar : End-to-end agreement management with Zoho apps
Hello, Are you still signing agreements and other business documents with pen and paper? The process can be time-consuming and cumbersome, and it often decreases productivity. A typical agreement process involves many steps, including document drafting,
Refer Zoho Marketing Plus to your friends and earn rewards!
Hey everyone, We would like to thank you from the bottom of our heart for subscribing to Zoho Marketing Plus. Now you have the opportunity to refer Zoho Marketing Plus to your friends or family members who are looking for a suitable solution to empower
Refer Zoho CRM Plus to your friends and earn rewards!
Hey everyone, We'd like to thank you from the bottom of our hearts for continuing to be our esteemed customers. Now you have the opportunity to refer Zoho CRM Plus to your friends or family members who are looking for a suitable solution to enhance
Timeline not being kept when merging two accounts
There is a flaw in the current merging process. When two records are merged, the Timeline for the previous records is not kept in the new one. This is an auditing loophole as one can bypass the Timeline audit log by simply merging a record.
Google Contacts Sync
I have just initiated a google contacts sync by changing the frequency from Daily --> Never Repeat --> Daily (Only way I know to initiate a sync). It is now 23 minutes later. I have a group of contacts called "Automotive" that I want to keep synced.
Unable to fetch subscriptions from zoho subscriptions using date time filter
Hi, I would like to get the list of subscriptions, addon, plans that have been updated in zoho subscriptions. Something like this https://subscriptions.zoho.com/api/v1/subscriptions?status=live&organization_id=788379557?updated_time=2022-09-09T16:06:53+0530
Count of #Submitted to client in the report
Hi, We aren't able to obtain the Number of submissions to client figure in the following report. Despite several calls and mails, Zoho support team couldn't come up with a solution. Any suggestions please?
Unable to activate Google Calendar
Hi guys, For some reason I'm unable to activate the Google Calendar sync for some users. I've got it up and running for myself and some others, but somehow I cannot activate the sync for everyone. (see added screenshot of a user which isn't allowed to
Deletion of all records in a module
Hello everyone, what's the fastest way of deleting all records in a module? I'm currently using a function to delete records but it's taking time
I don't have the option to enable the "Auto-invite Permission" in my Help Center settings.
I want my customers with their first tickets to be auto-invited via email to register for access to the Help Center. This Zoho article describes how to do so: But for me the option is missing (see attached). What do I do?
Data-form to Raw Json Format
I'm trying to covert an data-form entry into a Raw Json Format in a POST API call on Postman and it's not working well. The API Instruction for data-form input: Website And it's works well when I use that data-form configuration for my API: But the problem
Form Attachments upload
I have been using Zoho Form and have been uploading photo data to Dropbox, but Dropbox has recently been updated and I can no longer open photo data from the form. I am trying to change the location of attachments in Zoho Form again, but I can't get it
Brain fart on getting "id" from a module Map
contactId = 5122008000000796037; contactMap = Map(); contactId = zoho.crm.getRecordById("Contacts",contactId); mailCode = contactId.get("Legacy_Mail_Code"); camapaignMap0 = Map(); campaignMap0 = zoho.crm.searchRecords("Campaigns","(Mail_Code:equals:"
Publish reports
Hi! Is it possible to publish the reports generated in the Analytics module on https website? I understand that zoho offers the option. If so, do you have the option to update that data from time to time?
how to make separator for thousands?
hi made widget in reports how to make separator for thousands? for example - 1,000 - 1'000 - 1 000
Where with a boolean NOT !=
Hi, I have a SELECT which does a SUM() on some column FROM a table, WHERE another column in the table does not equal to a specific string. The NOT is not working and it is still being summed up. I'm trying to SUM up all the payments of invoices that were
On Webinar: Q&A section is good if there is an "Answered" button
For each question posted in Q&A section in a webinar, sometimes, the host answered the question verbally. In this case, it is good to have "answered" button so host/co-host can mark it as answered.
Berichtstag: Sortierung in Berichten nach Datensatzanlage
Wir verwenden Berichtstags in Books und haben nun in unserer Liste neue Berichtstags hinzugefügt. Um in den Berichtstags die Sortierung zu ordnen, wurden die Berichtstags mit Nummern zu Beginn versehen (01 ..., 02 ..., usw.) In der Liste der Berichtstags
Unique ID Display right on the form, ( Client View )
when I add Unique ID, it says, "This field will not be shown on the form". How can I make it show on the form. Thanks, Maroof
Percentage deposit on invoice
I want to make invoices that have a field below subtotal (or anywhere near that) that shows a 25% deposit that needs to be paid. This should be an automatically calculated field (25% of subtotal); retainer invoices don't work because it does not allow to calculate a percentage of the invoice. Is this possible? Another option would be to be able to add the 25% amount in the email and not on the invoice. Key is that it should be calculated, no manual entry.
Any advice for how to store product / service details by account?
Currently, we can add products to accounts, but what I can't figure out how to do is to add a start date, cancel date, price and other misc data specific to the account. When we demo'd the product, I assumed the products on an account record would allow
Handover mailadress and name via original_sender and?
We are using Zoho for our mails over the website. In order for the tickets to arrive correctly, we use the tag #original_sender{example@sender.com}, but now we still get the same name and first name in the ticketing. Here I would also like to transfer
Include Image from Image Field in Record in EMail
I'm sending emails with data from a Creator database. Each email is the contents of one record in my Employees form. One of the fields in the Employees form is an image that was uploaded to an image field in the record. There is a different image stored in each record (i.e., a different image for each employee). What code do I use to display the image in the message body of my email? Thanks. Jon
Email Workflows within CRM
Hi First we dont want to do this via Campaigns I need to create a workflow based off a sign up date and a status field within a contact record heres what we need 1.as soon as a certain status field is selected send an email to the customer 2.when a
How to change my "Title"
In setting up my CRM Account it lists me as thre Adminstrator which is fine however the next field over lists me as "CEO" for which I am not -- how do I change this.
No mail tabs/messages in account
Is there an issue? There are no mail tabs or messages in my account. See screenshot - completely blank. Please advise
View assigned topics
I understand that topics are mandatory in order to send campaigns to contacts within a list or segment. How am I able to view which contacts, lists or segments are assigned to a particular topic? Is there a view or report that makes this easy?
How can I update more than one product price in one API call?
Hello to everyone, I want to update more than one product price in the same API call. I can do changes for fields of the same product, but I want to change many fields of many products in the same API call, if not I will consume all my calls on a few
How can you make your support more efficient by adopting Tiered support?
One of the main issues most businesses face is handling support conversations as they expand. As the business scales up, the chat load also increases exponentially. So, it becomes hard for your existing operators to handle all of the chats, hiring new
Deleting verification method files after verification
Can I delete zohoverify folder and the file after domain verification ?
Give external sheet user ability to "Submit" or "Notify" me
I use external sheets to collect data from external customers. I want to give them an in-sheet way to tell me that they are finished. Ideally it would be something like a "Submit" button that could trigger a crm-side event/action that sends me an email
Mail Delivery Status Notification (Delay) - "The following addresses had fatal errors"
Hello, Since yesterday, I keep receiving this message when sending emails to multiple addresses, including recipients with which I had no problem communicating in the past: "This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Tue, 28 Jul 2015 20:44:08 -0700 from xxxxxx@wwrbt.com [xxxxxxx@wwrbt.com ] ----- The following addresses had fatal errors ----- [Status: Error, Address: <xxxxxx@ca-cib.com
[Webinar] 2022 - The state of business intelligence
In hyper-competitive markets, modern businesses need to stay dynamic and evolving. That's why many organizations have embraced data-driven decision-making as the fulcrum for accelerated business growth. And this trend is here to stay. Given the rapid
How to write right search criteria for Zoho API to get all accounts which are customers?
Dear all, I have a problem, I'm getting only 200 accounts that lead, I need to search for Customers and Sub-customers and get all of them. What I'm doing wrong? How can I fix it? Thank you in advance! Best regards, Vladimir My code is below:
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