Function to update a record field if time is after hours.
Hi guys, I'd like to know if someone could share a function script to update a "Yes or No" field called "Delay SMS" based on record created time on a custom module called "SMS". I'd like to update "Delay SMS" to "Yes" when record is created before 11AM
SPA WEB form integration with REST API
I have a SPA with a number of forms that hit our internal API. I have one contact form in on the website that I would like to generate a LEAD in Zoho CRM. I am having an issue because The REST API docs required that the user is authenticated and authorised
How to automatically delete/clear a task
Hi Zoho Team, How to automatically delete/clear a task when the field/current state is updated in Leads? Thank you, Regards,
Deal lookup field is now available for Invoices module in CRM
Dear All, We are glad to introduce the Deal Name lookup field in the Invoices module. Thus far, the invoices module had lookup fields to associate records from accounts and contacts modules, by default. On the other hand, the Quotes and Sales Order
Click through to CRM from Reports
Hi, Is it possible to click through analytics to custom urls, i.e the zoho crm records? Thanks Scott
【Zoho CRM】サンドボックス機能に関するアップデート：項目の依存関係
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回の機能アップデートにより、Zoho CRM のサンドボックス内で項目の依存関係が使用できるようになりました。 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ◎Zoho CRM のサンドボックスとは？
Failed Action After Delay Doesn't Appear Under the Date of Failure, but Under Date of Trigger
We have Flow where there is a delay for 20-40 days. If after the set number of days delay, the flow fails, it's hard to identify the failure, since it will show up in the history on the date of trigger. We check our "Failed" actions daily and address
New in Zoho Meeting: Virtual Backgrounds, Meetings with 250 participants, Raise Hand, and Emoji reactions
Hello all, Happy new year everyone! As 2022 unfolds, we're glad to present to you four new features that will enhance your online meeting experience. Take a look at what's new. Virtual backgrounds: Remote and hybrid work culture is here to stay. The
Community Digest - June 2022
Good day, ladies and gentlemen! Every month, Zoho publishes a community digest that summarizes all of the announcements and interesting discussions that occurred in the previous month. This digest highlights the announcements and discussions that took
How to add task list templates to project template
I am running multiple projects with the same (or similar) task lists. I created multiple task list templates, but can not find how to add them to project template.
How to delete a client?
I was testing workflows today and created a dummy client with dummy candidates. Now, how do I delete the test client? thank you
Interactive Dashboard Charts
Hi, I'm pretty sure this has been logged before somewhere on this community site. Please consider the Dashboard Charts to be interactive. (You can click on dashboard charts to go further into the relevant details ,to open requests, customers etc.) On
Les Workflows CRM
J'ai contacté a reculons le support, et malheureusement je n'ai fait que perdre mon temps.. après qye j'ai essayé de trouver seul la solution Le sujet : WFlows Mise en place d'un WF permettant la mise à jour de champs suivant la présence de données Depuis
Question about "billed per user per month"
Dear sirs, I have 20 domains and each has 3 email boxes which I want to move from G-suite legacy. The mail lite plan seems to be my best option because I don't actually have too many emails to receive or send. so I want to keep the total cost as low as
SMTP
Hello Team, I am using below configuration to send mails, but it throws error. Kindly help. Outgoing Server Name: smtppro.zoho.in Port: 465 with SSL or Port: 587 with TLS Require Authentication: Yes
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________
SLOW EMAIL LOADING
For weeks we have been facing slow mail loading tracert output is as flows tracert output
Automatically download attachments when new email arrives?
Hi I have a question. Is there a way to automatically download attachments to a fixed folder when new email arrives? Thanks!
inbox & storage limits: simple questions
[simple enough questions but have been looking for the answers and not found. so let someone smarter tell me...] We have a free account, so we've got 5Gig of storage I get that that includes zoho docs as well as mail (and its attachments) I'm assuming
Unable to send emails
When I click on the Send button to send an email, I keep seeing unable to send message: reason 553 Relaying disallowed Invalid domain - and then my email follows
ETA
Hi We are working with Zoho One and as a sales manager, i want to setup i way for my sales team to easily see the instalation process from the production team. it is possible to add a graphique like the one below which will fill up with workflow in each
New User
I started ZOHO CRM and Recruit more than a year ago. I use the CRM pretty regularly, but have not touched Recruit. it seems like it's not too user friendly/intuitive and I don't know where to start. I've looked into Crelate and Loxo, and like them a
No Profile Picture in Alias
Whenever I send or reply to emails using my alias account, it shows my initials or "Me" in the profile picture in the mail thread instead of the profile picture associated with the primary email account. Is there a way to set the profile picture separately
IMAP IP
Hello, I need the IMAP IP Address for Zoho Mail. I need this in order to export my mailbox from zoho to other service. I tried with the ip 136.143.187.131 and it was failed.
Need Ability to Filter and Sort Skills (and other items)
So many sections of Zoho People have records and information in what appears to be random order. I suspect it ends up being creation or edit date The specific example that triggered this is trying to update Skill Sets, both the master list and each employee's
Social Brand Cannot Delete
Hello, Social Brand cannot delete from our account. Can you please check this?
What's new in Zoho Cliq - June 2022
Hi all, As we enter into the second half of 2022, we would like to highlight a few features that went live in June 2022. Sort channels in alphabetical order We have now introduced the option to sort your channels in alphabetical order. If you are
Not receiving emails from my Shopify contact form
Hi, I've seen this in other forum threads but the solutions posted don't seem to be helping. I sent an email to support at zohomail and am waiting to hear back, thought I'd try here. My spf record (at namecheap) is: v=spf1 mx include:zoho.com include:servers.mcsv.net
Can Zoho Commerce replace Wordpress with Woocommerce site?
We sell lawn services to our customers from within our Woocommerce Webstore (via Wordpress). The problem is that the customer portal doesn't integrate well with Zoho. Some solutions exist, but we aren't happy with them and want to simply move everything
Can I import Leads via JSON data?
We have a third-party Lead generator that we want to import leads from automatically. They say they can do it via JSON, but I haven't found anything that says whether or not that's a viable option for importing data. Is this possible? Currently we import
contacts disappear every time i log in fresh?
I have imported 760 contcats from my oldmailbox and they show as being there. the next time i log in they are gone its back to 245 or something - any ideas why this happening??
How to Obtain Filename of Image Taken by Camera for use in Deluge Script
I have a Form that stores a photo taken by an Android phone's camera in an Image field ("Photo_Field"). The URL of a sample photo in a Report ("Donations_Report") is shown below: https://creatorexport.zoho.com//wdccruise2/donation-receipts//Donations_Report/3301895000000030003/Photo_Field/image-download/1493307808504_Photo_27-Apr-2017_11_43_21.jpg How do I obtain the filename of the image (jpg) file to include it in a Deluge script? (The script will display the Image in a Note field when I open the
Sign your documents with qualified electronic signatures (QES)
Hello! Today, we are excited to announce Zoho Sign's integration with Infocert, one of the most trusted digital service providers in the European Union. This integration helps Zoho Sign users execute their documents using qualified electronic signatures.
Please allow &body= for links to mail addresses
Hi there, when editing a button in a campaign and linking to an email address I have only access to naming an address and the subject. Could you please also embed the body of the mail? According to mailto:example@example.com&subject=Test%20ABC&body=This%20is%20a%20test.
Zoho booking resource issue
I’m feeling helpless and seeking someone help me for below issue: 1. Is it possible to publish the real time booking list, so customer can see the booking schedule online? (Just like a cinema) 2. The time slot of the resource is shared, but I hope can
configuring ssmtp on Ubuntu to use zoho
I am trying to configure ssmtp on my Ubuntu server to use my email hosted by zoho, but I keep getting "535 authentication failed" errors. Doing $ tail -n 24 /var/log/syslog shows: Feb 27 05:44:38 server sSMTP[31407]: Set Root="kurt@kurttest.com" Feb 27 05:44:38 server sSMTP[31407]: Set MailHub="smtp.zoho.com" Feb 27 05:44:38 server sSMTP[31407]: Set RemotePort="465" Feb 27 05:44:38 server sSMTP[31407]: Set RewriteDomain="zoho.com" Feb 27 05:44:38 server sSMTP[31407]: Set UseTLS="True" Feb 27 05:44:38
PLEASE Add Cliq as an option to Zoho Desk Notification Rules
We use Cliq for our internal communication and the integration between Zoho Desk and Cliq is SERIOUSLY lacking! We have tried the deskbot and is not useful. We don't want Email or SMS notifications when we are communicating in Cliq all day, so please add Cliq as an option on the Notification Rules for Agents and Departments. We need to be able to turn on specific notifications like when mentioned in a comment or a new ticket is shared with a department. These options exist only for Email or SMS...
Tip #12: What is Version History and how is it useful? | Revise, revisit, and restore.
Online spreadsheets spare you the hassle of creating a new spreadsheet file each time you edit your data set. Collaboration, revision, discussion, and iterations all happen in the same space—so there's no real need to save data as a separate file. Here's
Custom Email Template
Is it possible to have a custom email template in Zoho Bookings? I have designed a custom template that wasn't created in Zoho and I want to use it whenever an appointment is booked. While there is an HTML option, I'm worried that the bookingID and the
Convert Seconds to Hours, Minutes and Seconds
I have a column that has total seconds for a phone call. I need to convert the total seconds to Hours.Minutes.Seconds on the call. Example: Call lasted 4,277 seconds. Need to convert it to 1 hour, 11 minutes, 17 seconds.
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