Related List, Related List Label and custom fields? Help!!
I'm having trouble understanding the related lists, what they are for, how they map, etc. I've added custom fields in the Leads module, for example, to associate a Vendor with a lead. I create the new field using the following Field Type: Lookup Label: Vendor Lookup Type: Vendor Module Related List Label: ????? I entered "Products" under the first Related List Label. Now, when I go the specified vendor, there is a duplicate Products section with the Lead associated. I've created a few other custom
Draft mode appear like a real answer in community
Hello ! This is no big deal but can lead to some questions so I'll ask. I think I have a small bug in the community when someone ask a question, the agent reply but is unsure about the answer and then leave the answer in draft mode until he validate the
Update a account field with a value from another field at a point in a blueprint
I was hoping someone can help me out. When we have a new deal hit a current stage I need to copy a meeting date that in in the account record "Upcoming Meeting" to a field "Last Meeting". I can't figure out how to write the function for it.
Need Help on Creating a Workshop Task View for Users
Hey Guys, Not sure if I would use Crm, Projects or Creator for this. I'm looking for someone to point me in the right direction to create a view for our employees on the work floor. My vision for this is that we would have a tablet on the floor the guys
Workflow for auto-tagging tickets based on the email address raising it
Couldn't see an option to auto-tag a ticket at all - is this possible? If so, please can someone share where I might find this option or how to go about it? TIA
Customer notification personalization
Is there any way to send the email notifications in the customer language? For example payment confirmation in french for french customer and payment confirmation in spanish for spanish customer? Thank you in advance!
Zoho User Groups Community Meetup
A Zoho Community Meetup event was supposed to take place yesterday. I was able to join but nothing happened. There was also absolutely no way for me to contact the organizer or report a problem. I also had no way of contacting support on the main webpage
Mulitple Account Owners
We have the need to have more than one account owner for accounts, contacts and leads. Is this a possibility? If so, how do you add an additional owner to the account? If this is not possible, is there a way to set up a specific role that can only see accounts, leads, or contacts that are assigned to specific owners? Your help is appreciated!
Category for tasks/events in Zoho CRM
Hello, I think there will be needed to create categories for task and mayby events just like in calls. Please consider that
How to create a record for Contacts with API C#?
I already talked with Zoho IT department and they gave me link: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/record-samples.html?src=create_records This link is showing how to create a record for Leads, but I want to create it for Contacts.
Increase field limit
Hi, I have reached my field limit for field type "Currency, decimals and percentage". I use the zoho one plan. Can I buy additionnal fields as an add-on? Thank you!
Balancing / respondent weights to improve survey representation
Zoho needs a feature to weight respondents like some of the other survey software has, as poor representation is a threat to survey validity. These are used to improve representation - based on target profiles - such as the Census. So for example if your survey has too many females and too many young people, you can correct this at the point of analysis. While of course it would be too complex for Zoho to calculate weights, at least allow their import and use in analysis.
Invalid scope error when using the API
Hello, i am using the Zoho Mail API. When i try to obtain an auth code via this link https://accounts.zoho.com/oauth/v2/auth?scope=organization.domains,organization.accounts&client_id=<MY CLIENT ID>&response_type=code&access_type=offline&state=MYREQUESTSTATE&redirect_uri=https://brandly.co.za/integration-apps/brandly-store/mail-boxes.php
Collaboration between ZOHO SURVEY & ZOHO CRETOR
I have a creator db with a lot of question and base on the type of survey i select the question that is needed to using fliters ¿How can I pass the questions I have selected in ZOHO CREATOR to Zoho SURVEY to generate the survey? ¿How can I pass the results of the survey to a creator DB? Tanks
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
Hello for some i am getting below error while sending emails. Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked Can anyone help me with this?
how to add current date and time in date-time field on load of the form
Hi, how to add current date and time in date-time field on load of the form date = zoho.currentdate; time = zoho.currenttime; this is the code i have tried; but either date or time i am getting in different variables, so how can i store both into one
Calculate response and resolution time from Ticket created time
Hi Guys, Do anyone willing to explain how this feature works for SLA? We found there is a bug when we enable this feature on SLA. Upon we enable this feature on our SLA, we updated the ticket status and the system changes the due date to the last year's
Date validation on custom date field
We have a field in our Time Entry layout that we use to track the actual date work was performed on a ticket in situations where the ticket record was updated after the actual work was done. We would like to have a check each time the Time Entry is created,
Revoke Community Access to Specific Users
Hello, Is it possible to block specific users from posting in your Community forum? We are launching our community soon and want to make sure we have a process in place if we need to block specific users from posting. The only solution I see right now
Add unsubscribe link to Zoho Mail template / email
Hi. I want to add Unsubscribe link to my Zoho Mail template or email and don't seem to find such option. In Settings -> All -> Mail -> Anti-spam lists there is tab called Unsubscribed list but it is empty with no ability to add something. How can I add
Domain Status: clientHold
Good afternoon the Domain AGRACR.COM does not work. Make an inquiry at lookup.icann.org. and the result that is clientHold I attach screenshots. Best regards
Why are Zia's "enriched data" suggestions so often so completely unhelpful?
I've had Zia suggest information from another person who lives in another country -- and Zia knows that, because it can see that the person in the CRM and the person it's suggesting have completely different addresses. I've had Zia suggest information
Single Sign-On from Website
Is single sign-on from a website to Zoho CRM possible? How is it done?
Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics
In addition to the Focus Group webinar on revamped reports in Zoho CRM, we're discussing and demoing how we can setup an integration between CRM and Analytics, and leverage these advanced functionalities contextually with CRM data. In addition to more
Problem receiving mail
Good afternoon, Today I have configured all the MX, DKIM and SPF in my Siteground hosting, but even so I cannot receive the emails, please see if you can help me since I do not know what is causing this problem I have a free account I remain attentive,
Yubikey support in Zoho Mail?
I currently have two accounts on Protonmail - one personal and one for business - but I'm getting fairly annoyed at some longstanding bugs in their mobile client and I'm looking to switch. I also want to use Yubikeys (something PM has long promised but
user is not allowed to add in Zoho
Hi, I have this issue where I am unable to create new users. I've emailed a couple of times but have not had a response. Anyone know how to resolve this?
Change Multiple Prices on One Screen
Is there a way to change prices when items are listed on the page instead of having to click on each individual item, edit, and change the price?
Permissions? - This email address has been already used in some other organization. So you cannot add/invite this user.
When seeing this error in campaigns, could we adjust our permissions so that a user could be moved from a list created by one person to a list created by another?
Change who reported a bug.
We've all got those clients who refuse to interact with the system and just prefer to call. Wouldn't it be nice if we could enter a new bug and then CHANGE the reporter to the caller's ID. Possibly this could be something only an admin would do.
Upcoming Updates - May-June 2022
Hi all, Greetings from the Zoho Creator team! We're looking forward to delivering on all the exciting updates we previously announced for you. In this update, we'll be going over: Revising developer permissions API limitations on workflow looping Standardizing
Browser doesn't support calendar pop up
I continually get this prompt: I don't care that I can't access the Calendar. What I do care about is this annoying prompt. Is there any way to keep it from occurring? For the record, I use the Waterfox browser. It's pretty much the same as Firefox so
Zepto Mail SMTP closing connection Sending invoice with PDF Attachment
Hi, I'm having problem with the smtp for transaction mail using zoho as smtp server. The file containing PDF File. Please help.. Thank you Log as follow: ++ Starting Swift_SmtpTransport
<< 220 mx.zohomail.com SMTP Server ready June 15, 2022 11:42:56
Can't enable Flows that use Desk webhooks. Error Message: Zoho Desk says "It looks like you have reached maximum number of webhooks permitted. Your allowed webhook count is 10"
For the last day, whenever we try to enable a flow that uses a Desk webhook, we get this error: Zoho Desk says "It looks like you have reached maximum number of webhooks permitted. Your allowed webhook count is 10" Support says they are working on it,
Sheets row/column size unit
I had attempted to manually change the row/column sizes. But I had clicked the [Row-Row_Hight-Custom] and the unit size was 19, I want the size of the grid to be about 11/32 inches or 8.9mm when printed. What size should i put it to do so, roughly.
Reduce the workload of your operators by setting up Answer Bot - Webinar inside!
As businesses expand, it gets harder for support teams to provide personalized assistance to visitors. This becomes even harder when operators are engaged with visitor questions that are redundant and basic while customers with real problems have to wait
Joining Repeated Merged Fields In-line
I am trying to join a repeated merged field from a subform using " & " between each repeated instance. However, every repeat is breaking the value out to a new line. Is there a way to prevent the repeated merged field from forming new lines?
Zoho SalesIQ users see different visitors online (?)
Hi all Just implemented the Zoho salesIQ Wanted to know about a thing When the social media manager login to the salesiq she see less online users then i am what is the reason and why she can't see the data from IL and MX and i do? WE DID Refresh the
malsiglobal.com domain stuatus
Hello zoho team, i registered a domain with zoho mail services suddenly the domain stopped recieving email, when i trying to change dns to cloudflare or changing dns records nothing happened. When i tried ICANN looup form, i found domain status clientHold
What is Identity and Access Management(IAM)?
Identity and access management (IAM) or identity management (IdM) is the administration structure that manages users' digital identities and ensures that the right employee of an organization can use the right resources (application or data) without any
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