Account audit
My zeptomail account is not audited? ? ? Prompt to check the mailbox, but I haven't received any zeptomail emails in my mailbox so far
Problem with data type
I have a problem with changing a data type from Plain text to number. I need to have a sum of hours spent but because when the database was built Hours Spent column was put as Plain Text instead of as Number. I've tried it in query but I can't convert
How to execute a CRM custom function OnSave a product? I got this already
What I'm looking for is trying to fill the Unit Price field with the value of the Price 1 field converted to CAD on my ClientScript side I got this product_ID = $Page.record_id; var response = ZDK.Apps.CRM.Functions.execute("Product_OnSave", { "product_ID":
Tips and tricks #62: Creating shapes is easy with the Shape Recognition feature
Shapes can be used to visualize ideas, emphasize a point, or simply make your presentation look a bit more exciting. The Show app for Android offers various shapes to help you create stunning presentations. You can insert and alter these shapes to hold
Fields not available for funnel
Hi! I found something using analytics. Using the analytics module, try to create a funnel to check the conversion of leads to sales. I realize that among the options to classify the information there are only some fields (I imagine they are standard),
Aggregate formula to get previous months data
Hello, I was wondering if there is a way to write formula to get the data from the previous month? So I would want to get the sum of sales from previous month to use it in the current month. thank you
Labels misplaced for subform fields in C6
Hi everyone, I recently moved to C6 and I noticed that the labels for all my subform fields are misplaced as you can see in the screenshot attached. Have you any idea of what happened??
Adding Teaminbox related list to Deals
Hello, is it possible to add the teaminbox related list to Deals? Thank you Antonio
View tasks created in Zoho CRM in "Assigned to me" section of Zoho Mail tasks
Hello, Is there a way to view tasks created in Zoho CRM in "Assigned to me" section of Zoho mail? We can now see them in "Unified view" under Zoho CRM section, but there is no filter for a person to see only his/her tasks. And instead organization-wide
Allow more than 25 calendar bookings.
The new per job calendar booking link is great. But, you should allow more than 25. Many companies have many more than 25 open jobs. We want a calendar booking link for each. We shouldn’t have to choose which we want to have a link since your calendar
CRM & Workdrive - Automatically add folder to Workdrive related list module
Hi I have installed an extension which has linked the CRM with Workdrive and generally is working perfect, exactly what was needed. https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm#overview However there is just one thing I have been trying
Enable Relaying
When I try to use the PHP library Swiftmailer to send an email I get an error saying that relaying is disallowed. I want to use a single user's credentials (the admin user, btw) to send email for any email address on the same domain. It will be impractical for me to require all of my users to supply their password every time they want to send an email, and unsafe for me to store those passwords. I see that I can configure each of my users as a From address that I can use with my admin account. But
How do i upload an image in PO as a document using Python
Hi, I am trying to upload an image document in the Zoho books purchase order module but the script is not working. Python script as Follows: # # # Image Capture Start # # app = xw.App(visible=True, add_book=False) wb = app.books.open(r'C:\Users\Bhavik\OneDrive\Documents\Urban
Not Getting ticket custom fields
Hi, Can any one answer me.. I am trying to fetching all ticket records from "Tickets" modules. But I am getting only standard fields of tickets. I am sharing my code, Please check and reply me.
Problem with profit and loss statement (wrong calculation)
Hi, I have attached a screenshot of my profit and loss statement. (checked year to date option also) This month statement it showing perfectly . but Year to date column is adding Sales + cost of goods sold =gross profit .... instead of Sales - cost of goods sold =gross profit Am i doing anything wrong?
Can't add users as present in other DC
What the heck is "DC" ? I get this when adding literally any user and it is getting seriously annoying now... :/ If it means that the email address already belongs to another Zoho portal then this is just stupid and it should allow user's to be added
connect GoogleDrive with WorkDrive
Hi, I started creating the flow for the connection between google drive and workdrive. The flow must copy in real time the file that is uploaded to google drive. If I go to Folder Information and copy that ID you tell me invalid ID. Where do I copy the
General Error in API
Hello, I'm trying to get a Refresh Token via the zoho API. I followed the documentation but all I get is a general error. What I did: 1. Create Self Client in zoho Developer Console 2. Copy Client ID/Client Secret 3. Created a code with the needed scope
my enterprise trial on crm , suddenly change to crm plus how to get back my to my enterprise plan please help me.
my enterprise trial on crm , suddenly change to crm plus how to get back my to my enterprise plan please help me.
How do I use deluge to get the accounts that only I am owner of?
HI I am using the following: response = zoho.crm.searchRecords("Accounts", "(Owner:equals:SAL01-GS01-Garth Scholfield)"); info response ; In the console it returns : Info Function Excecuted Succesfully But it outputs nothing
notebook disappeared differently
J'ai créé un fichier spécial pour collecter des informations et je ne le retrouve plus. Le fichier s'appelle France je vous prie de me le rendre il contient des informations importantes. My account is : abdous.leila00@gmail.com
Recuperar Nota de Notebook
Hola, he borrado por equivocación Nota de una carpeta de NOTEBOOK ¿como puede recuperarla?
Notebook Pro
Hi, I love Notebook & just purchased PRO. One of the features listed was “premium” notebook covers. I was very disappointed to find that there are, actually, no premium covers available. I was wondering if you had an idea of when the premium covers might
Module and Field Permssion
I have an issue that keeps coming up in my vCRM. I imagine the same issue is in the standard CRM as well. I have a module called CARs, that has a drop down list to select an Account. I want the users who have access to this CAR module to be able to
Filter only applied to first filter
Hi, I set up a filter based mail forwarding (because normal forwarder only support 3 and I need 7), but the e-mail only forwarded to the first one. Why is that? I also unchecked "Do not process the other filters, for matching conditions", but does not affect anything. My domain is utkorea.id. Can you help? Thanks
Verificación de dominio
Hola en mi correo de zoho tengo el error No fue posible enviar el mensaje; Motivo: 553 Retransmisión no permitida. Dominio inválido Entre en zoho directory habilité el dominio pero sigue sin funcionar.
Zoho mail page couldn't show up
hello, there has some problems with my Zoho account, do you know how to solve it? the mail page couldn't show up. plz someone help me. I have an attachment, you can check it.
Custom Report Layouts are TRUNCATING TEXT elements on Mobile and Tablet Views
I genuinely think this is a bug with Zoho Creator. I made a custom layout for a report view on Mobile and Tablet. For some reason, some text fields are randomly being truncated while others are not. If I refresh the report, a different set of records
Invalid User Details when trying to migrate from Office 365
I'm trying to import a few accounts from Office 365 but keep getting "Invalid User Details" in the migration wizard. I have followed the troublshooting guide but everytyhing looks fine. I have created a test SMTP migration using the same account details
How can a colleague edit my form?
I am super admin and cannot edit my colleague's form, and My admin colleague cannot edit the form created by me... It seems only the creator of a form can edit it. All sharing options are for sharing the "run-time" form, not the editing process. This would mean no team work...
Getting information from Zoho CRM in Zoho Sheets for each record on new row
Hi there, I am looking for a code to get the information from Zoho CRM to Zoho Sheets, but each record on a new row. The information is now merged on one cell in Zoho Sheets. I want to get the records from a list view in the sheet. The code which I
How to recover deleted responses in Zoho survey?
Hi, may I know if there is any chance to recover deleted responses in Zoho survey if my survey is still open (active)?
Dictate documents in Writer ?
Hello, MS introduced recently a new feature that enables users to dictate their content, the feature is already available in many languages. Is there a plan to support a similar feature in Zoho Writer? Many thanks Victor M.dS
Field with reamaining time to deadline or overdue by
hi im trying to achieve a field or a widget that lets me see at a galce remaing time to due date or overdue by ... y have tried the following on a formula field but doesnt update
Contactgegevens syncen niet allemaal
Hallo allemaal, Ik heb het volgende probleem... Ik gebruik Zoho Forms om een ticket in te schieten in Desk. Vervolgens heb ik een koppeling gemaakt tussen Desk en CRM. Hiermee worden de contactgegevens van het aangemaakte ticket in Desk gesynct met CRM.
Pre-populate part of the survey with merge tags from Zoho Campaigns
I am building a survey and as part of the response, I'm trying to get recipients to confirm accuracy of their contact information (name, email, city, company, position) or correct if needed. I have their current information (if any) on the list in Zoho Campaigns. Is there a way to pre-populate the survey form with that information and send the survey invitation using Zoho Campaigns?
roll back from version 3.5.41 to version 3.5.40.1
I updated my mobile app and now the phone that i updated it on doesnt work, the zoho app I mean. I had code written that managed my calls and scheduled calls forward for me, its an integral part of my business. I have version 3.5.40.1 installed on a different
Foutmelding functie "Value is empty and 'tolong' function cannot be applied at line Number 7'
Hoi! Mijn workflow (zie bijlage) wordt getriggerd zodra in de module bedrijven de verwachte weekomzet wordt gewijzigd naar een bedrag hoger dan 0. Daarna moet een functie (zie bijlage) ervoor zorgen dat dit bedrag wordt gekopieerd naar de module inschrijvingen.
Contacts in Zoho Mail + removing Organization Contacts
Hi, Something is no longer working: 1) I can no longer edit categories of contacts. I cannot remove a category from a contact and I no longer find the option to add a category when editing a contact. 2) I no longer have the option to delete organization contacts. The only option is "print". Not good. What has happened? Please revert back to the "old" options. Thanks
Getting invalid_code while trying to use PHP SDK v3
Hi to the team. I'm getting stuck while trying to use PHP SDK v3 and trying to apply what's written in https://github.com/zoho/zohocrm-php-sdk documentation I think I'm confused in something, but I don't know what : I'm using a Self Client access with
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