Customer Referrals
Hi We are trying to create a process where our existing contacts and customers can refer us to friends/people to generate new leads/contacts. We are looking to get basic new lead data such as name, phone and email which we can then follow up. We are a
Sales Report
Is it possible to get a report of all the invoices raised during a 24 hr period with the customer names and inventory details(name, qty, price). I think this is a very basic report and have tried configuring it without success
A product based customer onboarding automated process
Hello, We have a project to create an automated customer onboarding segmented by product. As we close the deal, if that deal is related to a specific product, the customer receive a series of e-mails. Can it be done? How it can be done? Can I program
Letters are not coming
Hello. We do not receive emails from rates@acemountmedia.com partners to our rates@smsastral.com address. We tried sending to another mailbox, messages come in, it seems that zoho does not miss these messages. They also tried to send messages from another
CRM Formula Nested Problem
Hello, Been struggling for a while to get a formula working I think due to the restriction of the return data type only being one type at a time but hoping you can help. In the Suppliers module, we have three fields. Criticality Rating (can be 1, 2, 3
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Sort Multi-Select Lookup when Lookup table is in a different application.
I think I'm close on this, but it's not quite working. This is my function created in the application containing the table of selections: collection sortfeats() { sortlist = (pressing_features[ID != 0].pressing_features sort by Added_Time asc).getAll();
API Key Support for Inventory or Books
Could someone tell me if Zoho supports API Keys for either Inventory or Books? I can't find documentation regarding that. I can see OAuth support but what I need is more like 2-legged OAuth to connect my backend to Zoho. There is no browser or actual
What UI Improvements are possible on creator?
Hi there, Need help around below UI points: 1) How can we make UI customisations across devices? Example 1 view for Mobile, 1 for laptop browser, 1 for tab, etc 2) To show page tree and help navigation within an application, what can we do to show hyperlinks like HOME --> Main --> Sub Menu --> Current Page 3) If we add images, can we place Buttons around the custom image? If yes, how can we auto scale this image across devices? 4) Can we find Zoho Creator UI Specific developers on the Zoho
Spam Folder on website is not mirrored on Outlook email client on windows
Hi, My domain is @shrushtigroup.in. I have started using IMAP on outlook email client on my windows laptop. I am getting an email from trusted source but the email in landing on my Spam folder on the website but the same is not reflected on my Outlook Junk Email folder. I want to remove all spam filters from my domain & I want to resolve the IMAP issue of not reflecting Spam emails on my email client on Windows.
How to add string of csv data into new records via collection ?
Hi, I wonder if there is a way to turn a string containing csv values into a format suitable for adding as individual records into a report. This is my example data : Date,Code,Station Name,VALUE 1,VALUE 2,VALUE 3 15-Jul-20,EGAA,StationA,1,10,20 15-Jul-20,EGBB,StationB,2,11,21 15-Jul-20,EGCC,StationC,3,12,22 15-Jul-20,EGCN,StationD,4,13,23 My thought is I need to create a collection and then add the string data to it, then iterate through the collection to add the record. I can see help files for
Error using Copy and paste of a picture and Text into a ticket/comment from an email?
I have a customer who has emailed a request directly to one of my Support Agents and we're trying to figure out if there is a way to copy & paste text & an image(s) all at the same time into a comment on an existing or new ticket. Currently when he tries
User reports
Hello, Is it possible to create reports or dashboards in the end-user portal where the user can see the time spend on tickets for example? This way the customers can always see a real-time number of hours spend on tickets instead of waiting on a report
Is there a difference between Notebook notes and notes in Calendar
recently started to use Notes and have set up a notebook but puzzled as the notes icon and workings of Notes assoicated with Calendar seem to be different to Notes. Are they separate or the same? If different what are the key differences?
HTML Templates for PDF reports
Hi, I have been working to create a PDF report for the creator record, I know I can do that using record template but in that particular template, I have to add every single field in order to get the report. Now no matter which field has input and which
Can users unsubscribe from the current list but stay on others?
We have a monthly newsletter and a weekly update. When I test the unsubscribe link I am presented with the following screen, implying ALL communication will halt. I have found this related forum post that implies when a user subscribes to the list manually, the default behavior would be different when they unsubscribe. How can I test this? So let's assume the above is true. What happens when we migrate our mailing lists from ConstantContact. I am importing subscribers, so they didn't use a form to
Posting CRM tasks and events into Google Calendar
Most of my activities run through Google apps (email, calendar, tasks, etc..) and one thing that is stopping me jump into using Zoho CRM is that I can't find a way to get tasks and events into my Google Calendar. This is particularly important as team members often set up or pass on my appointments so need to populate my diary. Is there any way to do this and if not is it in the pipeline? Thanks KennyMac
Zoho-Ausfall in EU-Rechenzentrum?
Wir können zeitweise nicht auf die Zoho-Apps zugreifen. Was ist da los?
task Billable defaults get overwritten
Hi Folks, when I set a project or a task to non-billable. The time entry form overrides it to whatever the default is for the timesheet (I set mine to billable). Is there a way, if the task has a specific billable/non-billable set, to just let that be
Invoice Date and Due Date has been changed after update invoice via api
Trying to update invoices via API. I send this json: { "invoice_id": "11111", "invoice_number": "#11111", "reason": "Updated via API", "line_items": [...] } Zoho updates invoice successfully, but Date and Due Date changed. For example i have Date = "2022-05-02"
No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain -admin@integracontadores.pe
Team, When i try to send mail through ZOHO mail i am getting the following error. "No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - admin@integracontadores.pe" Can i get some help on this. Thanks
Is it possible to create invoices for unbilled hours once a month automatically?
Hello, I want to sent out the invoice for unbilled project hours every 1st day of a month, automatically. Any tipps, how to to achieve this in Zoho Books? Thanks in advance
Fixed cost projects and Actuals
Recently my company and i have been working with Zoho Projects. We are a consultancy which consults in microsoft. Now we use Zoho Projects for our projectmanagement and our invoice via books en zoho expense. So the question is as follows, We have two
Disable recovery emai/phone.
How do I disable this feature?
Grouping rows and columns: Structure, summarize and simplify your spreadsheets
Sometimes, the bottom line is all that matters. With the Zoho Sheet's new grouping feature, you can create crisp summaries of voluminous data sets with cascading, multi-layered data chunks that are much easier to comprehend than a plain table. How does
When you convert candidate to employee for company
Hello, you should have a feature for when you convert a candidate to a employee of a client you should be able to see them under that client as an employee. Help recruiters know who is working there and if they leave you should be able to take them
Export report to PDF keeping the user filters
Hi I am having some issues exporting reports to PDF and filters, If I select show user filter criteria, I get everything coming back instead of the filtered report I expected, am I doing something wrong
Multi-language products
Hi there, I'm web dev representing company using Zoho CRM. I was asked to help with setup to make possible following scenario: 1. German branch is making quote using Inventory Template in German language (with products names and descriptions in this very
Salary Hike in Performance Appraisal
Hi, I have Salary Hike disabled in my performance appraisals, but I notice when the reviewer is accessing the Review, the first section has the salary hike section. How do I remove the salary hike from the appraisal cycle? At the moment we are not setup
Templates
Is there any way to format the variable %SO_ShipmentDate% ?? I've been trying to get "E, dd MMM yyyy" : ie - Friday, 06 May 2022
Deleting registered users?
Hello, I've got a couple of registered users in Booking I used to test functionalities with. But I cant seem to delete them. I can delete guest users, but not registered ones. I've tried deleting them in CRM, thinking it was that connection keeping them
Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values.
Hi, I'm trying to write an application which imports contact data into another application. I'm using the " https://crm.zoho.com/crm/private/json/Contacts/getRecords" method for this. In the beginning I was able to get the data out of Zoho however suddenly
ZOHO Analytics page not running after clean install
Hi. I have downloaded ZOHO Analytics and installed on Windows machine. Everything looks ok but https://localhost:8443 is not working. Service is running Firewall disabled - still nothing. In wrapper.log the last line is this: INFO | jvm 1 | 2022/05/20
About stripe payment in zoho forms
Dear person in charge We are currently considering using zoho forms. We have two questions about zoho forms. 1) If I set up a stripe payment form on zoho forms, will the user's card information be authorized? 2) Will users enter their card information
Zoho support requests
Am fairly new to Zoho, had one issue for a month now which is stopping us from using our system, just seem to keep getting past from department to department, is there any group in Zoho that will own an issue and just get it resolved or its it the norm
Merge field availability in Template Name & Document Name fields
It would be wonderful to have the ability to add specific fields to the "Template Name"/"Document Name" area so that when we use a template (alot) we can pull in certain details (i.e. the name of the first recipient, due date, etc). This is especially
If delete record in MA, what happens to it in CRM?
If I delete a lead in Marketing Automation is it also deleted in CRM? I have done a couple of tests and it is NOT deleted in CRM, but I have found that things behave differently sometimes depending on how the lead as added to CRM or Marketing Automation.
Canvas View for Zoho Recruit
any plans to implement a canvas view for zoho recruit, like zoho crm?
Password
Chris Hutchingson, a new user, did not recieve his password via email. Can I please get that so I can relay it to Chris? Jeff Jeff Gammon
Completely Start Over
Is there anyway to wipe all my data so I can start over?
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