Rollback items pushed to production CRM
Hi, I was wondering if there is a way to roll back items pushed to production in the CRM from development. Thank you,
Search in mail doesn't work ?
Suddenly we cant use "Search in mail" No matter what search for we only get the message " No messages match the search criteria" - We need this to be fixed ASAP. What to do ? Thanks in advance
Display a Related Field from a lookup
I created a lookup table with 2 fields: - Capability Capability Group App Dev – Backend App Dev App Dev – Frontend App
Can't Synchronize Outlook or iPhone Folders
This is the error I'm getting: Task 'Synchronizing subscribed folders for xxx@xxx.com.' reported error (0x800CCC0E) : 'Outlook cannot synchronize subscribed folders. Error: Cannot connect to the server. If you continue to receive this message, contact
Custom function in Zoho Flow to use Zoho Analytics API to sync data between Zoho Analytics and Zoho Desk
Hello, I want to use Refetch ata Endpoint: https://<ZohoAnalytics_Server_URI>/restapi/v2/workspaces/<workspace-id>/datasources/<datasource-id>/sync In Zoho Desk, we use the Zoho Analytics integration to synchronise data from Desk to Analytics. Since we
WordPress form to Zoho CRM
Hello, I'm a beginner in using ZohoCRM, would it be possible to connect ZohoCRM to an already existing registration form, callback form, contact-us form? If it's possible how do I map the data needed so that it automates saving the information to zohoCRM
Organizations using 'Zoho Projects Web Application' can now restrict their users from using the Mobile App version of Zoho Projects
Hello All, Organizations using 'Zoho Projects Web Application' can now restrict their users from using the Mobile App version of Zoho Projects. This is supported in both the latest version of Zoho Projects Android (v3.5.3) and iOS (v.3.5.10) mobile app.
Completing tasks suggestion
Original Post: I'm not sure when it happened but the checkmarks to mark tasks as closed directly in a deal/account/etc view seems to have been removed so have to open tasks to close instead. Update: This is no longer a 'problem' but now more feedback
Contract End Date
We want our contracts to be effective upon execution but end on a specific date. How do I set this up in Zoho Contracts? It seems my only options are a number of months/years or on an event, condition or fulfillment of services. I can not find any sort
What happens with the email in the CRM when a user leaves the company and their email address gets deleted?
Hi ZCommunity, We are currently managing our email from GMail, as we havent been able to transfer to Zoho Mail yet due to some issues in deliverability and emails going often to spam. The emails are connected to Zoho CRM through IMAP. I want to know what
Flow - Function problem
I have spent days trying to get this to work, but I cannot get it to work. I have a flow that triggers on a zoho form submission. This form has a field called "Employee_ID" on it. I need to fetch the creator record and retrieve the record ID so I can
Zoho People Newsletter - September 2022
Hello Everyone! I hope all of you are doing well! Zoho People's latest newsletter is out now! Check out our September newsletter to know everything about Zoho People's latest features, upcoming features, webinars, nifty HR tips, and many more. Click
"Ticket Insights" extension started to require an authorization since the last update but the authorization window is not being created
The "Authorization Pending" message is also peculiar. It's saying "Authorize your account for {0} service to activate this extension.". There is definitely something wrong with the latest update of this extension.
Introducing Bigin for iOS 16
Hello everyone! We're excited to announce that Bigin is up and running on iOS 16. With the latest version, users can find features like Lock Screen widgets, RoomPlan, Weather, Focus filters, and much more. Lock Screen widgets Bigin's widgets are
Sendmail function - enter a delay in e-mail sending - is it possible?
I have a custom action that when finishes it's job send a e-mail message to an address. My wish is that this custom action to send a second mail a half minute later, with another content. Thank anyone who can give me an advice in solving this.
Set Value to Hidden Field In Ticket Template in Help Center?
Hello! I want to track whether or not a ticket template was used in the creation of a ticket via the Help Center. I added a Checkbox field called "Template Used" to my ticket layout and set the visibility to "Hide from Help Center". In my ticket template,
Zoho Bookings Email Customization
Hi... I want to customize the emails for each type of consultant in Zoho Bookings. Is this something that is coming? I want to be able to use rich text and other things to make the email match other emails sent out. How can this be achieved?
Zoho Leave API invokeurl returns error code 7019 "Missing parameter(s) in the request"
Hi, I executed this in Zoho Flow to update a Leave Record in Zoho People :- ======================================== UpdateLeaveRecord = invokeurl [ url :"https://people.zoho.com/people/api/forms/json/leave/updateRecord" type :POST parameters:UpdateRecord.toMap()
UnParsable Date From Zoho Calendar
Hi, I'm trying to send new events created in Zoho Calendar over to Todoist and have an issue with the date format in Zoho Calendar. The Date format Todoist needs is 2016-09-01T11:00:00 Zoho calendar date looks like this: 20190612T160000+0100 I'm trying to use the following to convert the date: string ConvertCalendarDAte(String CalDate) { result = CalDate.toString("yyy-MM-ddTHH:MM:SS"); return result; } The error is get is : UnParsable date at line number 3. Resolve the errors and try executing it
img tag
I want to insert externally hosted images into text elements within my Zoho Sites website. I am having trouble inserting the the html <img> tag; the images are not displaying. Can anyone help? Bryan
The Commerce New Order trigger doesn't provide the Email Address or Company fields
Hello, While there are other ways of getting at them, it would simply things streamline certain flows if the "Company" and the "Customer email" fields were both available directly from the Commerce New Order trigger. Both are also absent as an available
Mimicking the built in email template design/layout
Hello, I am creating new email templates, but I would like to mimic the look of the built in ones that use a gray background and then a white inner box that the text is on (screenshot below). It looks like it is using two tables, one inside another, but
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, When I tried to add email user to my domain jamescubittresources.co, I got this error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Please help.
Community Digest - agosto de 2022
Community Digest de agosto de 2022 ¡Buenos días comunidad! Esperemos que hayáis disfrutado de este mes de agosto con un pequeño descanso. Como os podéis imaginar la comunidad de Zoho ha seguido en actividad gracias a las ideas, preguntas y dudas de todos
problem with my workflow on my two crm
Since this morning, when i create an opportunitie, my workflow don't work. Usually and since 1 year a never had any problem, even yesterday he was working well. My workflow triger a fonction when i create a new entry. When i use the fonction manually
Email Notifications not sending
Hi, I have seen a few similar issues. I have set up an email notification to go to a few people when a lead is created under specific lead source. The workflow recognises the lead but will not send an email notification. Does anyone have any ideas
New enhancements in the latest version of Bigin mobile app running on iOS 16.
Hello All, We're stoked to introduce everything that's new for Bigin mobile app on iOS 16. In the latest version (v1.6.0) we have brought in the below enhancements. Note: Bigin mobile app version (v1.6.0) is supported from iOS 13 onwards. Lock Screen
Project Actual Hours Value
Hi, I've the necessity to show the "ACTUAL HOURS" value to user with specific "Profile", how can I do?
Zoho Mail Email This! Bookmarklet?
When I used Gmail, I often made use of the GmailThis! bookmarklet. javascript:bkmark_title='bookmark';popw='';Q='';x=document;y=window;if(x.selection) {Q=x.selection.createRange().text;} else if (y.getSelection) {Q=y.getSelection();} else if (x.getSelection) {Q=x.getSelection();}popw = y.open('https://mail.google.com/mail?view=cm&tf=0&to=&su=' + escape(document.title) + ' --- ('+escape(bkmark_title)+')&body=' + escape(Q) + escape(' ') +escape(location.href) ,'gmailForm','scrollbars=yes,width=680,height=510,top=175,left=75,status=no,resizable=yes');if
Chromebook support
Has anyone got this working? Had my client install the Zoho Assist - Customer app on her Chromebook. I was able to connect (although the screen resolution was garbage), but had no remote control. Also wondering - for any Zoho employees - if & when Unattended
Tip #14: 5 Zoho Sheet features that make collaboration easy
The world has indeed become small, with teams and organizations now spread across the globe. So why should data be kept in offline silos? Here are five Zoho Sheet features that help you share your data across your organization, and work seamlessly with
What is SRC-TI?
External Threat Intelligence Tool.
TrueSync 'Create External Share Link'
Hello! I am enjoying Zoho WorkDrive so far. I like the ability to use TrueSync to view and add files to my WorkDrive. I would like to share the files via an external link directly from Windows File Explorer. There seems to be a way to do this with the
Issue with Paste Formatting
Hi there, We're currently having an issue changing the paste format in all writer. When pasting, if we change the formatting, i.e. "Keep source formatting" / "Match destination formatting" / "Text only", the Text only option deletes the text. Changing
Wordpress Website Form - How to append multiple product enquiries from same lead
Hello, Can you tell me whether the following is possible? 1. To have all our product enquiries pushed from a form on our Wordpress website to Zoho CRM (we currently do this using Gravity Forms and Zoho CRM plugin) 2. MOST IMPORTANT - if a customer submits
📢 [Blog]: Boost your online store sales with Shopify sales reports
For businesses of all sizes, it’s imperative to keep an eye out for particular sales metrics. Specifically for an online store run on Shopify. What’ll be your Shopify store’s average order value for the next 3 months (or the next 2 quarters? or the next
Add new discount fields after Total
I need you to show me where to customize my quote as in the attached example. I tried to create new fields "discount" and place them after the total line but no success.
Removing dark mode when someone opens our emails on a cellphone
So we have our emails set to a white background, with our graphics and header, but when we email it, and someone opens the email on a cellphone or if they have dark mode enabled it changes the background to black and changes the colors we have set up
Steuersatz in Books bei Commerce-Aufträgen fehlt
Uns ist aufgefallen, dass der Steuersatz von 19 % nicht ausgegeben wird, wenn ein Auftrag über Handel erfolgt. In der Anlage befinden sich 2 Bildschirme. einmal wenn der Auftrag direkt in Books angelegt wird mit den 19% und einmal wenn der Auftrag über
Conducting polls in meetings
Is it possible to conduct a poll of participants in a meeting, rather than in a webinar? It would be handy to be able to get a sense of how a discussion is going if we could do so.
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