Email name restrictions?
I'm trying to move to Zoho Mail and getting existing user accounts set up, but I’m seeing a "! AS101" alert when trying to add certain email addresses (or aliases). They are: facebook@<mydomain> instagram@<mydomain> personal_ebay_recovery@<mydomain> They're
Need more than three sub-sub-sections!
There should be the option for more than three sub-sub-sections in Zoho Desk Knowledge Base. Is this something that can be implemented before the year is out? We are moving our knowledge base to Zoho, and this has created innumerable headaches. That and
Feature request. Help center - add articles to sub-section when it has sub-sections
I have a suggestion. Currently we can create the following articles structure: Section - Sub-section 1 - Sub-section 1.1 -- article 1 -- article 2 - Sub-section 1.2 -- article 3 -- article 4 But if section has sub-sections, we can't
Zoho Desk Auto Contact Owner
Hi Zoho Team, When a new requestor singed up in help center, the contact owner is auto assigned to the primary contact of my zoho desk, correct me if im wrong. So my question is, how do I change the auto assigned contact owner of every new contacts?
Zoho Sign - Integration send a document for signature, with a document from google drive
Hello, I am facing an issue experimenting ZohoSign module on integromat The process i am looking for, is that when we upload a document in our google drive, we want to send them for signature to specific emails Unfortunately, i can't manage to make this
Filter leads by leads with a "Lead Image"
I need the ability to filter or search by all of my "Leads" that have a "Lead Image" uploaded to the record. How can I do this?
Community-driven poll for feature requests
How many of my fellow forum users are interested in having a community-driven poll for feature requests? Something far more useful to understand and easier to use than manually +1'ing topics? For example: a polling system that breaks out poll topics by:
Integrate with Glip
There is a nice integration between Zoho CRM and RingCentral, but I would like to see Zoho integrate with Glip, which I use for inter-office messaging.
Funnel Chart Percentage Decimal Point
Hi, I am trying to round up to the nearest percentage on a funnel report, but whatever I do it isnt playing ball, any ideas?
Change the default contact owner?
As it stands today, when you click add new contact, my name is the default contact owner. What I want to do is force our sales reps to choose their own name from the list. While I can instruct people to do this, only a handful will probably listen, so
Subform field validations in a CRM Module
Good day, I have difficulty understanding a Subform in a Module. More specifically: 1. I would like to know if it is possible to get values from a Subform's fields, and HOW to do it with Client Script and/or Custom Function. 2. How can I VALIDATE fields
255 error configuring application error during installation
Hi, got this error during installation "255 error configuring application" I was able to see the device on my console but now the device is no longer there. What to do? thanks
Regarding Email Alert Notifications
I have setup 10 email notifications in my blueprint. All are working fine too. But I'm receiving 10 different emails for 10 alerts, instead of 1 in a conversation view. If I change the subject of all Notifications to 1 common subject, will those be triggered
How to change primary field from name to email for create contact API?
Hi, I'm trying to add a customer in ZOHO Books using create contact API. But, It seems this API uses contact_name as a primary field because whenever I'm trying to create a new customer with an existing contact name but a different email address, there
Multiple line item lists in custom HTML templates
I need to have multiple lists with line items in my Estimate PDF file. Something that would look like this: I need this to display different information at the bottom of my Estimate (Bigger product image, some custom fields etc.). Mainly I need to attach
Analytics can't syncing all of the CRM data
Hi, I have a module in CRM that I am trying to get to sync and link with my CRM accounts for reporting in Analytics, but it's not pulling the data. When I'm trying to fix the data and reload the chart that I make before on Analytics. The data on Analytics
Extension pointers for integrating Zoho CRM with Zoho products #7: Initiate remote sessions and assist customers with their concerns from within Zoho CRM
With an increase in customers, there's also an increase in the demand for customer support. While customer support can be provided via a variety of channels, such as live chat, email, or phone, there may be times when a visual demonstration is required
Change filename in export pdf
It is possible to export to pdf by changing the file name both for users and for the customer portal without publishing the report. For users it can be done by setting a custom action but I don't know how to do it for the customer portal without publishing
Sync from production to development
Hi, I've accidentally delete a page in my Creator development environment. It's deployed correctly in Stage and Production. How can I restore it in development? Thanks, Aaron
Bulk Scheduling for Specific Networks
Hello, When uploading a bulk scheduler document to Zoho Social, I'd like to be able to indicate which posts go to which network within the spreadsheet. We don't post the same things (or with the same frequency) across all of our social networks and it looks like the only option to do this is to upload multiple bulk scheduling spreadsheets by social network instead of just one. It'd be nice to have the option to indicate which network a post is designated to within the spreadsheet. Is this in development
Blogbeiträge auf der Home-Seite zeigen
In den Blogs kann man einstellen, das diese die Homeseite ersetzen können. Wie wäre die Empfehlung wenn man nur einige Blogbeiträge auf der Homeseite zeigen wollte, am besten als Hero?
Can I hide Field Navigation for my audience?
Hi everyone, I am creating a fillable form in Zoho Writer, and when viewing the finished product the Field Navigation bar always annoyingly pops up by default which obstructs the document and critical info. Is there a way for me to toggle this to auto-hide
אי יכולת לשלוח מייל כתבנית
היי, אני מנסה לשלוח תבנית מייל אך אני מקבל שגיאה משום. אשמח לבדיקתכם. מצורפת תמונה
How to remove id's from rate field on sales order line items?
Hi, I'm using sales order API to create sales orders in ZOHO Books. Everything is working fine but there are unique numbers coming just below the rates on each line item column in sales order (See the attached screenshot). The body for the API request
Zoom in photos
I want to zoom in photo notes.
Tags are now available in Sandbox
Dear All, Greetings! We are glad to announce that tags are now supported in Sandbox. Here on for each module in sandbox, you can create new tags, manage existing tags, and ascribe tags automatically to records using workflow rules or blueprint, thus allowing
Mass Update Stage - Deals
Hi, I'm positive I did this before but for some reason I can't seem to do this now. I created a filter in Deals to identify my deals with less than 50% probability that are a year old. I would like to mass update the "Stage" for all of these records but
Zoho One Auto Assign Apps by Department DO NOT WORK
We are attempting to configure Auto Assignment Apps by Departments, but it's not working as illustrated by the video in the link below https://workdrive.zohoexternal.com/external/bc82fb84345eab7d3fa64ae390216d01884ca6088e3bf3b7c0cc44cfa09b918e Still without
Deluge Script for Creating Associated Contacts Related List in Leads Module
Does anyone have any example deluge script, or perhaps an article, that breaks down how to create a related list in the Leads module for associated contacts? I'm looking to display Company Name, First Name, Last Name, Job Title, Phone Number, and Email
Zoho Japan Community 利用規約について
日頃よりZoho Japan Community にご参加いただき、誠にありがとうございます。Zoho ユーザーの皆さまに支えられ、2019年5月のZoho Japan Community 立ち上げから、まもなく3年が経とうとしています。 皆さまにより安心してご活動いただけるよう、このたびオフライン、オンラインを含めたZoho Japan Community の活動全体に関する利用規約を制定いたしました。コミュニティに参加される方は、本規約に基づきご利用いただくようお願いいたします。詳しくは、添付のPDFファイルをご参照ください。
Reporting Change?
I see there were some changes made to Books reporting. Specifically, there's a little expand / collapse button (plus / minus) near each parent account on the P&L. That's a good addition. However, it seems that I've lost the ability to have accounts shown
Learn Try Catch
Hi, I am just starting learning Script Deluge. I am taking the course "Learn Deluge" and i got stock here. can somebody help me?
Are there try catch statements in deluge?
How can I catch errors? I'm using this script: void googlemap.getLatitudeAndLongitudeMap(providers provider) { /*address = provider.Full_Address; latandlngXml = getUrl("http://maps.google.com/maps/api/geocode/xml?address=" + address + "&sensor=true"); // Retriving xml containing latitude and langitude xml if ((latandlngXml).length() > 0) { latitude = latandlngXml.executeXPath("/GeocodeResponse/result/geometry/location/lat/text()"); longitude = latandlngXml.executeXPath("/GeocodeResponse/result/geometry/location/lng/text()");
How to Collect minutes of various meeting into single thread
I need tips and help on how to automatically add data from various minutes of meetings, to a common single thread having all the department minutes in one place.
Registration notifications in Showtime
I have set up a Showtime session, and a few people have registered, However I have never received an email telling me that someone registered. Am I supposed to get one? If so, it there possibly an option that's not set correctly?
Intégration ZohoWorkDrive-SalesInBox
Is the integration of WorkDrive with SalesInbox planned and if so when? Because this product does not lack much to be excellent; integration and simplified classification see automatic attachments from emails directly. And that would bring even more value
Offline Work
I see how to work offline with Zoho writer how do I do the same with Zoho Sheet? mark18
Embedding Zoho Creator Content in Zoho Desk
I created a form in zoho Creator. Why can't I embed it as a piece of content in the customer portal in zoho Desk? It appears as if all iframe tags are removed in the Portal Customization area.
Sort view in kanban meetings
Hello, how can I sort this view, meetings kanban, by date? Now apparently standard is sorted by subject. Thank you for a note
Receiving email from a contact is not appearing in the contact record. Only the sent email
I want to see both sent mail and received mail from a contact. What do I have to configure to ensure I receive emails as well?
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