Zoho Sign document upload to Zoho Recruit using Zoho Flow
I am wondering if it is possible to take a signed (contract) document in Zoho Sign and upload it to a candidate record in Zoho Recruit using Zoho Flow? The trigger for the workflow would be the document being completed (signed by all signees). Any help
API avec Self Client
Bonjour, Quelqu'un a réussi à faire fonctionner l'API Zoho avec Oauth 2.0 ? Dans https://www.zoho.com/books/api/v3/oauth/#overview , Step 2 generating grant token, il demande redirect_uri qui n'exite pas quand on enregistre en Self Client. Une idée?
How do I sort my email based on attachments size?
Hi I need to sort my emails bases on attachments size, in the new UI I can't do it in the old version there was an option to do it. If there is no way to do it in the new UI let me know how can a get to the older version. Thanks
Timesheet Approvals
Hello, Is there a limit to the amount of timesheet approvals you can do for changing items from billable to non-billable? I've been doing a lot today and now I can no longer update timesheet entries to billable or non-billable. I click to make the selection
Remove Company name from Consent Form
Hello, is there a way to eliminate the company name from the Consent Form? Thank you
Zoho CRM Web forms should not mandate the last name field
Hi Zoho Community, Does anyone else think that Zoho should update the web forms to have more flexibility, specifically with giving the Zoho users the choice to include the last name or not. As of now, it is a mandatory field that must be included. Would
Account not Active
Dear support team, Please help me check our domain www.power-centric.com. When I try to access to my email, it showed "Account not Active". The detail is in the attachment.
Community Digest - July 2022
Hello, folks! We're back with another digest post! This digest highlights the announcements and discussions that occurred in the Zoho CRM forums in July. Get ahead and discover what you've been missing! Announcements We are excited to share with you that
How do I customize the "Invitation to join Mail Group" email?
I'd like to customize the text for the email that's sent out when adding an external email to a group. How do I do that?
Deluge Function Not Updating Field
I have renamed the Campaigns module to Publications. I have added a field onto this module called Deal Revenue. I have created the following function PublicationsIDString = PublicationsID.toString(); PublicationsMap = Map:String(); PublicationsMap.put("Deal
Update Date Field through workflow and custom function
Hi, I have a pick list field called Elite Trial Status and when the value in this field changes to Active I want a date field called Current Elite Expiry to be updated with today's date + 1 month. I have created a workflow that triggers when the Elite
Teams- Unable to Authorize Null
Hello, we are trying to use the Microsoft Teams connector to create a Teams Channel when triggered, however when we are prompted to connect Zoho Flow to teams and complete the login to our O365 tenant, it produces an "unable to authorize null" message.
Use Flow to create spreadsheet for last month's project timesheets and email to customer automatically.
Hi everyone! Is it possible to create a spreadsheet of Zoho Project timesheet entries of the previous month, for a specific customer and have that spreadsheet emailed to the customer automatically? The first thing I am stuck at is how to fetch all timesheet
Zoho mail to Outlook
I’ve recently been tasked with migrating one division of our company from Zoho mail to Outlook for roughly 40 users. The other 2 divisions are already running Outlook. Has anyone done this before and have any suggestions? I want to make sure I don’t lose
Missing My Jobs in CRM Android Mobile app
The My Jobs tab is missing in the Andriod mobile app. I deleted and reinstalled still do not see it? Does anyone else have this issue? iPhone app still shows the My Jobs tab. Thanks.
Change E-Mail receipt Address in E-Mail-Notification according field content
Hi all, I like to change the receiving E-Mail address of the E-Mail Notification according a field content. Example: the Notification receipt field should be filled with address xxx@xxx.com in case a Pull down Field is choosen content xxx or if the Content
Organizing My Contacts in Zoho Mail
Is it possible to organize contacts in the My Contacts tab within Zoho Mail (not CRM). I have gone to the Settings section and changed the folder options but that only effects the mail folders. It would be nice to sort them similar to the email folders, for example drag and drop or alphabetize.
Updating a field via Client Script
Hi all, I'm trying my hand at Client Scripts and am running into an issue, that admittedly is probably just JS ignorance on my end. I have a module where formula fields contain numbers. Here is the code that I'm using to try to add those values together..
“User is already present in another account.”
HI, I have created a user in Zoho One. When I try to add Zoho CRM application to this user I am not allowed with the message: “User is already present in another account.” I have double check and that user does not exist in Zoho CRM Thank you for the help!
Campaigns Module and lead module
I want to match Campaign in campaigns module and a record from lead module automaticly, I have web form and it gives me the Id of campaign which is in Campaign module so how can match with campaign id which is write on "Campaign_ID" field in Lead record
Token Expired?
Hi, Sorry for a fairly basic question, but I don't know what "tokens" are. My company's Facebook account has been disconnected from Zoho Social and it says it's because "Token expired. Admin needs to reconnect network." How do I reconnect? Thanks!
In Zoho Social Accounts Disconnecting Randomly
Over the last week, In Zoho Social, our social media accounts that are connected (Facebook and Instagram) keep disconnecting. The error says "Token expired. Admin needs to reconnect network." As an admin I've reconnected several times in the last week.
Recover & Convert Exchange EDB file to PST
Recover exchange mailbox software is famed application for recover EDB file from corrupt Exchange server database file again all EDB mailbox folders such as journals, Notes, Calendars, Tasks, Journal, Inbox, Outbox, Sent Items, and Draft and easily convert in multiple formats such as PST, MSG, EML, vCard, vCal, MBOX and EMLX. This Exchange EDB to PST Converter software is much reliable a non-technical person also operates it in very easy way. Its functionality is most accurate and performs work
Multiple photos in an Instagram post
I would like to be able to schedule out multiple image posts to instagram and have it push the content to my phone. I understand that the api does not allow direct publishing. Try out Buffer and see how they do it. You can just send me a notification
How do I export tickets/e-mails into a spreadsheet format?
I'm looking to transfer requests that come from clients through our ticketing system into a spreadsheet so we can take that info & use it to request brochures through another system internally.
Automatical forwarding of certain emails from ZohoDesk to an external address
We have an email account in ZohoDesk that receives both support and marketing inquiries. The marketing team is not using ZohoDesk and will not be doing this. So we need to have up an automated workflow that would automatically forward certain marketing
Layout Rules
I have created new layout with some new sections with new fields. This layout is part of a blueprint. As the blueprint process prceeds, each status should reveal a new section with a new set of fields. When I try and create a layout rule, the
How to hide an entire section in deluge
Is there a way to hide an entire section in deluge instead of hiding individiual fields?
I am not receiving any e-mails
I open Zoho account, pay subscription etc. I verify domain, create email aliases like info@example.com, admin@example.com and ... Everything is configured, MX,SPF,DKIM are valid. I try to send email to one of my domain and one of the email alias - for
Cannot install zoho mail desktop app for Mac (Catalina)
Hi https://help.zoho.com/portal/en/community/topic/install-zoho-mail-desktop-app-on-mac-book-pro-catalina-10-15-1-does-not-work I tried the method shown in the link above to open and install but it does not work. Please advise.
What's New in Zoho Inventory - July 2022
Hello customers! This month's updates help you keep track of your plan's usage limits, scan receipts, and more. Here's what's new in Zoho Inventory:' Shipments module All your shipments that were there in the packages module will now be listed in the
Emailing Invoice with Sales order Ref placeholder
Hi Team, New to Zoho here and we are getting into the bits and bobs of Zoho. Would love to be able to add the sales order "placeholders" such as reference when emailing the invoice to customers. Our customers use their customers postal addresses as
Assigning account owner for form created accounts
Hello, Currently, we have 3 different Zoho forms that are integrated with Zoho CRM. These forms are integrated with the Accounts module to create a new account upon submission. The issue is that all of these accounts are getting assigned to James, but
Underlying Data
Hi, When I made a Chart or a View I used to click on the data I want to consult, and it brought back the information detailed and ALL the columns that were on the report or view data base, I just found out that now the same reports are just showing the columns that are in the view...is this a bug? o how can I add columns to those underlying consults.
Add Sales Order Template Fields to Packing Slip & Shipment Templates
The Sales Order document template has many options available (specifically in the Item Table) that are not available for use in other relevant document templates like Packing Slip and Shipment. There are many use cases where having these fields available
Zoho campaigns: Webhook support
Do Zoho campaigns have web hooks? I need a url is called every time a subscriber is subscribed or unsubscribed in a list. Thanks.
Shopify orders & New items not syncing over to Zoho Inventory
Dear Support, Hope you are well! I am having an issue with shopify orders & new items from shopify not syncing over to Zoho Inventory for the past few days i have come to a point that this is going to stop my business and cant have this persisting any
Outlook Active Sync
Hello, is Active Sync with Outlook 2013 / 2016 supported or still in beta like mentioned in this post: https://help.zoho.com/portal/en/community/topic/activesync-for-outlook-2013 ? If it's still in beta, I would like to participate in the beta programm. Kind Regards, Michael
NO PUEDO RECIBIR CORREOR, PERO SÍ PUEDO ENVIARLOS
A quien corresponda: Solicito su apoyo para poder recibir correos. No puedo recibir pero sí enviar correos electrónicos. Mi correo es: jjorgefr@grupoasec.mx Espero puedan apoyarme porque es el correo de la empresa y necesito que lleguen todos los correos
Subscription Cant Completed
Dear sir, I have added credit card details to Zoho payment account, but cant renew my subscription amount 180$. please deduct and renew my subscription plan.
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