CRM Webforms Double Opt-In Important But Unuseable As Is
With all the problems with webform spam, the Double Opt-In is a great idea. Once I implemented it and tested it on my website, I realized it is not usable in its current state. The key problem is the messaging on the Opt-in email is very misleading, and
Get a value in a nested object using Deluge
My Question is: How can I write a Deluge function to look up a NESTED JSON value? I want to find a record in say the Contacts Module, where the "Modified by" id ="29383XXXXXXXXXXXXXX". { "Modified_By":{ "name":"Ben", "id":"29383XXXXXXXXXXXXXX"
Changing the data type of a field without losing pre-existing data
I want to change a single-line text field into a multi-line field without losing pre-existing data. At the moment, this is not possible. Who would like to see this feature too?
Adding "Select All" manual option via deluge to a drop down Lookup
I have a single select, drop down lookup field that I would like to manually add a "Select All" option too. The lookup values are from another form/report and will change, but I would like "Select All" to be always added and at the top of the list. This
6 raisons d'obtenir la certification ISO 9001, et nos conseils pour y parvenir
Quelque soit votre secteur d'activité, la certification ISO 9001 est le gage de qualité de référence. Cette norme de management offre un avantage concurrentiel indéniable à toute entreprise ayant pour objectif de gagner des parts de marché et d'adopter
How can you set Spell Check to your language and make it permanent so it doesn't reset itself?
How can you set Spell Check to your language and make it permanent for mail and writer so it doesn't reset itself? Cheers James
Backup / Import IMAP Tool
Hi, I used to import all my email from @GMX.COM account this software: http://www.codeproject.com/KB/cs/IMAP_sync.aspx (I use latest version took here: http://www.lumisoft.ee/lsWWW/download/downloads/Examples/ ) because I needed to preserve the old IMAP folder structure. This software make a backup in separated ZIP files following your IMAP folder structure, so you can backup your emails locally and later you can also import in Zoho or wherever you want. 2 days ago I tried to do the contrary, i.e.
Dashboards
*New to the creator Im trying to display weekly productivity numbers in the dashboard per region. My Form fields: #hours (billable hours) Available hours ( number of available hours per employee per week) Productivity (formula field) #hours/available
Zoho CRM API Error AUTHENTICATION_FAILURE "Authentication failed"
ZOHO API Self Client creation Scope ZohoCRM.settings.modules.all,ZohoCRM.org.all,ZohoCRM.users.all generates code Using Postman POST request generates access token { "access_token": "1000.b9f0a851ae0007e64d7d071d30428100.845831454fee79cfac0da06d7813e276",
Help, I keep getting "We are unable to process your request now. Please try again after sometime or contact support-as@zohocorp.com"
Hi there, I am trying to start a new Zoho Mail account and keep getting this message "We are unable to process your request now. Please try again after sometime or contact support-as@zohocorp.com". Is this something the Zoho Support can help me with?
Keyboard shortcuts for CRM plus duplicate records
Hello Are there any keyboard shortcuts for this product? I basically do not want to scroll down on my CRM contacts view and click on the arrow for the next page. (I know I can search but I do want to go through my contacts visually). Also, how do you
How to set up zoho mail in odoo outgoing mail server odoo14
I'm trying to configure access to a catch-all mail hosted by Zoho.com with my own domain. Everything worked fine before, with a Gmail address (not my domain, just a regular Gmail account) but with Zoho I can't send emails. Incoming is configured for IMAP
Canvas Limit Reached
I have switched from Trial to STANDARD subscription. When I try to access more than one of the created canvas pages or try to create a new one I get error CANVAS LIMIT REACHED. Thanks
TEAMS invites look like emails in Web but not on iPhone
Hi. I don't remember this historically, so I think this is a relatively new issue. Two separate people from separate organizations sent me a calendar invite, presumably from Outlook (since these are TEAMS meetings). In both cases, on iPhone everything
【10/21(金) 10:00~ オンライン開催】Zoho 最大のユーザーイベント「Zoholics Japan 2022」のご案内
コミュニティユーザー様へお知らせです！ Zoho 最大のユーザーイベント「Zoholics Japan 2022」を10月21日(金) に開催します！ Zoho 主要サービスのアップデート情報やユーザー事例、基調講演など、Zoholicsならではのセッションをご用意しています。 Zoho コミュニティ開催のMeetupとはまた違った雰囲気のイベントです。 ご都合のつく方はお気軽にご参加ください！ 詳細はこちら：https://www.zoho.com/jp/zoholicsjapan2022/?zoholics=forumpost
zoho forms not able to reset my user TFA
Hi, I am facing a problem, I added a user under zoho form, the user lost his TFA and want to reset. As a Admin I look at the following help article, but I cannot find the user email in any of the 3 portals. https://help.zoho.com/portal/en/kb/accounts/faqs-troubleshooting/faqs/password-recovery/articles/asked-to-contact-admin-to-reset-account-password
Converting Estimate to Invoice does not carry over correct shipping address
New problem.... Problem occurs with repeat customer. EXAMPLE: We create an estimate for Jon Doe (Jon Doe is a builder so each project has a different shipping address) EST-01 - shipping address is 123 sample rd When converted to an invoice (123 Sample
Teilnehmer in anderes Events verschieben
Wenn zum Beispiel Teilnehmer ein Ticket für ein Events erworben haben, dass mangels Teilnehmer nicht zum geplanten Zeitpunkt, jedoch vier Wochen später ein anders auf jeden Fall stattfindet, wie kann man den / die Teilnehmer von Events 1 zu Event 2 verschieben?
How to upload Suppliers invoices to Zoho
Hi, would anyone please be able to assist me. I need to upload my suppliers invoices to Zoho with all the details eg product name, product code, price and stock amount.
How long should it take to add a product to Zoho for it to appear in my website on Wordpress
How long should it take to add a product to Zoho for it to appear in my website on Wordpress
Unit - Drop-Down Field
Hello everyone, As far as I know, you can add a unit while creating or editing the Item in the Items module and ZOHO is forcing you to choose any of the units of measure. In our company we have different quantities of item's pieces and we find this feature
Multi-Select Lookup
Hello, It would be great if Zoho Recruit had a Multi-select lookup. We have so many use cases where we would need that field type: Add skills to a candidate from a skills module Adding multiple account managers to a client etc. Thank you very much for your consideration.
Corrupt attachments - disable AV scanning?
Hi, I regularly get PDF attachments from my accountant and they are corrupt. It seems to be caused by Zoho Mail (if my accountant CC's the email to another address the attachment sent to my Zoho address gets corrupted, but the attachment sent to the cc'ed
Reply directly to the e-mail address in the form
Reply directly to the e-mail address in the form without having to manually copy the e-mail address first
Is that possible?
How to stop an event from running?
We accidentally changed the date to today's date and now the event says it is running. The event start date is now grayed out.
SaaS > New user set up itself its new account > Can I achieve with Creator?
Greetings, I hope find all doing well and safe! Now a days, the most part of SaaS works as a self-service, so in general, a new user access a website (for instant Zoho, Microsoft / Office 365, Trello, Box, etc) click on a "sign up" link after read a nice
Manage tags from within a ticket in the latest version of the Desk iOS mobile app.
Hello All, In the latest version of the Desk iOS mobile app (v2.6.9), you can now add a new tag or select existing tags or remove them from within a ticket in the mobile app. Please check the screenshot below for your reference: Please update the app
CRM/Deluge - Can't assign task to user in Wizard
Hello all, I'm creating a wizard for Zoho CRM and writing a custom script for the complete button in deluge. This script creates a task, and is supposed to assign the user who created it as the following fields: Created_By, Modified_By, and Task_Owner.
How to import invoice from Zoho CRM to Zoho Books
I have already created an invoice in Zoho CRM. Now I want to import the same invoice to Zoho Books. How does on do it?
Require a note on a custom dat field change
I have a custom field called "Next Action Date" on the cases module. Whenever this date is changed, I wish to require the user to provide a note. Is this possible? I am happy to use client side scripts to make this work. Best regards, Joe
Add products from an estimate to the potential products related list
We have our items, accounts & contacts syncronised between Books and CRM. The question is, when creating or updating a new estimate, how to add the items of the estimate to the zoho CRM products related list on the potentials module.
Automation process for Sales comission trigger when Invoice is fully paid.
I wanted to set my Invoicing workflow process in such a way that ... When Invoice is fully paid - Automatically relevant sales Person's comission should be generated as Open Bill / Exp. in zoho books. Does anyone have an idea how can i customise this function in Automated workflow ?
update record not working
Hello Forum Admins, I am PHP developer. and i am using zoho crm api ,and I am trying to update the record. $curl_handle = curl_init(); curl_setopt( $curl_handle, CURLOPT_USERAGENT, "Mozilla/5.0 (Windows; U; Windows NT 5.1; rv:1.7.3) Gecko/20041001 Firefox/0.10.1" ); curl_setopt($curl_handle,CURLOPT_URL,$url); curl_setopt($curl_handle,CURLOPT_CONNECTTIMEOUT,5); curl_setopt($curl_handle,CURLOPT_RETURNTRANSFER,true); curl_setopt($curl_handle,CURLOPT_FRESH_CONNECT,true);//No caching curl_setopt($curl_handle,CURLOPT_FOLLOWLOCATION,true);
[Apparent Bug] Zoho Writer Does Not Keep Publish Settings and Secretly Reverts Back to "Within Organization"
I use Zoho Writer to create Web pages that are accessible by anyone on the Web. Zoho Writer does not keep Publish Settings, and secretly reverts back to "within your organization." Secretly because the UI indicates it will continue to be "public on the
Zoho Survey updating a Deal stage on Zoho CRM
Hi, I have a deal pipeline to help my firm onboard clients quicker. As part of this we ask for a client to fill in a questionnaire (on Zoho Survey). I have linked up CRM and Survey and to the deals module. The survey is linked via the user ID. This
Picture-In-Picture mode is now supported in the Android version of the Zoho Meeting mobile app
Hello All, In the latest version of the Zoho Meeting Android mobile app (v2.2), we have brought in the below feature and enhancement. Feature: Picture-in-Picture mode enriches interaction with Zoho meeting for OS versions on or above 8.0 in Meeting
How can you change the standard font color to a different color when sending email?
How can you change the standard font color to a different color when sending email without manually changing color every time you compose mail?
#14 Zoho Books Digest
Hello readers, Hope you're having an awesome day! We're back with the 14th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoho Books Roadshow (India) Hurray! The Zoho Books Roadshow is
Problem create email
@1_Madhumita R @1_Reuben Samuel J I not create email tri@Luwih.com . "EmailId already exists". Please help me @mike
Price Book based on Field Value
I was wondering... is there a way to drive which Price Books can be used on a Quote based upon the value of a given field?
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