Incoherent values in views
Hello, I noticed that in my views in Zoho there are incoherent values appearing in several of them, can you tell if this is some kind of temporary error?
web site zoho commerce
Hello Zoho team and community I have a some questions... I have a wabe page with my domain, etc At the moment I am creating an equal in zoho commerce I intend to use my domain on the Zoho commerce page. I currently have my web page, domain, my positioning
In App purchase, Audio charts and new languages are now supported in Zoho Campaigns iOS mobile app.
Hello, In the Zoho Campaigns iOS mobile app, we have brought in the below enhancements across different versions of the mobile app: > Using the 'VoiceOver' feature available in the iOS 'Accessibility' settings, we now have brought in support for 'Audio
I want to display an alert on the page when a condition is met.
I know how to alert you after pressing the button. I would like to refresh the page and get an alert if the conditions are met. I'm sorry if my English is not good enough.
Client Script SDK, ZDK.Apps.CRM does not return newly created module in the result
I created a new module "StaticPublicIPs". The module name is listed in the output when I ran the sample client script. var modules = ZDK.Apps.CRM.Settings.fetchAllModules(); for (var i = 0; i < modules.length; i++) { log(modules[i].api_name); } However
How to get Unique Count
Hi Team, I have a table that shows users. The users have one row each for what language they can speak. In each row, they also have the country they are in. Example: Name - Language - Country Steve French Germany Steve Italian Germany Steve Spanish Germany
Can't connect via IMAP or POP
I've recently upgraded to a paid plan, but none of my users can access their mail via POP or IMAP. I have tried several times with the provided settings to no avail. I have also emailed support but haven't received a reply, hoping someone here has a suggestion.
CANNOT CONFIGURE OUTLOOK WITH IMAP SETTINGS
I cant seem to configure outlook with the Imap settings shown on the mail. But POP configures fine. How can i configure with IMAP?
Changes in session time restrictions in the latest version of Zoho Meeting iOS mobile app
Hello, In the latest version of Zoho Meeting iOS v1.4.5, we have made some changes to the session time restrictions. For users with free license, the meeting session is restricted to 1hour and the number of participants is increased from 3 to 100.
Rolling up Check-List
When I first set up our Zoho, I used check-list in tasks, but then it went away. I am glad to see it is back as an extension. It would great however if the completion of checklist items rolled up to the percentage completion of the list's parent task
Control Panel section in Help Center
Hi community, I was wondering what's the goal of the section ''Control Panel'' in the user profile: In wich way can we use this section? Thank you!!!
Need help with Zapier Integration
I set up Zapier and it works pretty well except I can not select what client to attach the deal to. For example if some requests more information and I gather their demographics I can not create a new contact and deal at the same time. If I create multiple
Suscription status when adding a ticket
Hi Community, We have a field that give us the information about the suscription status of the account (e.g. active, unpaid). If the end user belongs to an unpaid account, they wont be able to register a ticket. Being said this, when we add a ticket
Zoho CRM templates not showing on "insert template"
When I create new email and choose insert template, it shows the crm templates on the left side like in this screenshot below. However, another user on our account does not have this feature. His email is joedix@candid.solutions.
SLA and Issue Tracker
Hi There. We have setup an SLA for a project and are using the 4 different levels. Our use case is that we want an email to go out when the issue is created, after 2 days, 4 days and 6 days of being open. We want this to consider BUSINESS HOURS only though.
Spotlight series #5: Custom slideshow
Hello everyone! We're back with another Zoho Show feature in the spotlight. Consider this scenario: Zylker IT Services, a multinational corporation, has released a new product. They must create a sales deck in order to pitch it to their global partners.
Authenticate Firebase App access through Zoho Creator App
Hi there, I have two apps: Zoho Creator (Admin and Portal Users) Firebase Web App Both apps are password protected and user authentication is handled separately to allow users to log in to access data on each app. Currently, I have the Firebase web app
Add logo to Charts
I created this race chart https://sheet.zoho.com/sheet/publicgraphs/12037a4f0914468fafabee603ebfe3ee1651764903102143 and wanted to know if it is possible to add a logo or link on the chart so if I share it with other sites we get attribution. Thanks
Expose Contact email to Contact within a Portal?
Is it possible to expose a Contact's email exchange with my company within a Portal? I want a Contact to see email from them and to them, in reverse chronological order. How?
SMS Campaigns, the new feature to look out for in Zoho Campaigns
Hello everyone! The wait is over! No more fretting over sending short messages in emails or choosing a medium to send casual reminders to the contacts. Zoho Campaigns presents to you, 'SMS Campaigns', a feature that will allow you to connect with your contacts in a new way. You can send them short yet effective messages so that they can stay connected with your brand amidst their busy schedule. The best part is that you can use it as a solo approach. You can also trim down your email campaign's
Performance Module Review Questions
Hi, I am trying to change the order of the review questions so that they show on the appraisal in a specific order. It doesn't seem to matter how I enter them in Performance/Settings/Review Questions, they show upside down in order on the appraisal. How
How to make 2 fields display the same
Hi, I have a drop down that I'd like the user to be able to select from and then I'd like this drop down to name the deal based on this choice. Does anyone know how to do this? I've looked at formulas but can't figure it out. Thanks for your help
Automatically closing tickets by a flow between CRM and Desk
Hello. I've made a flow (using Zoho Flow) between Desk and CRM. If a ticket is created in Desk, the same ticket is created in a custom module named 'Tickets'. Than we try to solve the problem indicated in the ticket and after that we close the ticket.
Anyone else having trouble since the chat update
My sales IQ is linked to my website. Since the update where the new view is the only one we are able to use, people can still initiate a chat with me, but I am unable to message them back. I am typing, but they are not getting it.
Validate email Zoho Forms
Is possible improve a "validate email" field in ZOHO Forms? Thanks
Accounts Fields
Does anyone know how or when the ratings field can/should be used in the accounts module?
Quisiera saber como configurar WhatsApp
Buena tarde, Ya tengo acceso a la beta cerrada de whatsApp pero al intentar configurarlo y aceptar los terminos. No realiza nada. Me pueden ayudar.
Change subject after reply (two ticket systems)
Good day, we have the problem that we have partly on the other side also a ticket system (so no single person) and this of course also needs a ticket number in the subject. So we have the following workflow: 1. we open a ticket 2. email goes to the other
Custom Functions fail, user_not_in_org
Hello Zoho, We are using Zoho Desk for our helpdesk. Recently, we terminated a number of licences, including the original user who set up our zoho account. This has led to an issue with all our custom functions that use the OrgId parameter in Zoho Desk.
Fixing Names
Hi, I am trying to build out a custom upon lead creation, that if a leads first name and last name isnt in the proper format eg JOHN SMITH or jOHN sMith, that it auto corrects it to show as John Smith. I have tried the proper function but it doesnt
Client script syntax question
This script run in a Canvas onBeforeUpdate event. What's incorrect about this syntax? /** * log("sample logging statement") --> can be used to print any data in the browser console. * ZDK module can be used for customising the UI and other functionalities.
Zoho Email Issue Delivering To Outlook
We set up Zoho to automate emails to our client but suddenly those that use Outlook as their email client are being blocked from seeing the emails we confirmed were sent. Then, found this article. What is the fix here guys?TellCulvers Survey
Responsive (mobile enabled) HTML email templates?
I have set up a HTML mobile enabled email template that has been tested in Salesforce's template setup - It works perfectly in SF. I have tried many different ways to get it to work in Zoho's CRM, but it keeps stripping out the mobile formatting options.
Zoho CRM - Forms
We have created a form along with which we have assigned a value of lead source to understand the point of lead generation. However when the lead is created we aren't able to filter the leads based on lead source. When filtering we are only able to see
Zoho CRM integration with LinkedIn
We need zoho crm to be integrated with linkedIn (through Zoho Social). LinkedIn is the primary content publishing platform for social content marketing to B2B clients. It is a must, not a nice to have.
Every time I reply to a message and receive one copy in my inbox too.
Hi, Every time I reply to a message and receive one copy in my inbox too. This is happening on all domain accounts. How to disable this? Thanks, ___________Ricardo Aguiar
Change the order of Send As Addresses
How do I change the order of the "send mail as" addresses in the "From" field when I am composing an email? I have a lot of different addresses and I would like to more easily be able to read the drop-down list of addresses to pick the one I want to use. Is there a way to have the ability to move them up and down in the mail settings page so they could be listed in a custom order in the drop-down menu of "from" addresses in compose email? If not, could they at least appear alphabetically? Thanks,
GoProof integration
We are looking for a solution for project management pipeline to send out creative PDFs to a client to proof/make changes. When client makes the changes or signs off on proof we would like that to trigger the pipeline to continue and notify a user/designer. Is there any integration with Zoho and proofing ? Our clients would not have access into zoho. GoProof.Net is one of the proofing softwares that we currently use for external proofing.
Function to populate Account and Email based on Contact Name in Sales Order for Customer Portal
Hi. I had activate the Sales Order module in Customer Portal. By default the "account_name" field cannot be display from customer portal preview. However, internally we need the "account_name" for every Sales Order created by customer through the portal
IP restriction
Hi, While playing with the email settings I activated the "IP restriction" by mistake. Now I can't login to my account. I also wanted to purchase one of your plans, but again, I can't get into my account. I have placed some tickets, but no answer or signs
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