Subtract 2 dates field
I would like to subtrackt 2 date fields (custom made) and return the period in month! The only way i can do it will return in minutes, and this gives a wrong calculation of month. Anyone?
Map Deal Owner To Custom Field
I am trying to find a way to map the owner of a deal to a custom field when they do a specific action. For example, I would want to map the deal owner name to a custom deal field named "Sold By". I would create a workflow that states, when the deal
geolocation for Instagram posts
I think it is important to add geolocation to Instagram posting
Do Zoho Application-Specific Passwords Expire?
My iPad and Mac started complaining this morning that my password for Zoho account does not work, and they cannot connect to my accounts. These systems use an application-specific password I generated for use with IMAP on 2021-11-30, over three months
Unable to send mails
I am unable to send the mails from my zoho bigin platform. All the time it is showing the same error.
Introducing VoxPro, Tellephant, Magento, and 7 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of January 2022. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
What's new on Zoho Marketplace in February 2022
Zoho Marketplace offers 1,000+ extensions to help connect and enhance your Zoho products. Here's a list of the new extensions released in February 2022: Telephony extensions Last month we released three new telephony extensions. These extensions are supported
Why are some users blocked from responding in Threads
When threads first came out they seemed like a great feature, although a little hard to understand. Now it seems like a feature that I wish was never added. We are forced to reply to line items in team chats on mobile devices either privately or in a
Rename API data after import?
Hi, I am creating Analytics reports based on data that is being pushed to Zoho through API. I am working with the API data from my company's database, but this data is not very user-friendly. Is there a way to rename some data after it's pushed to Zoho?
Tags überarbeiten bzw. in der Liste löschen
Wie kann man die Tag-Liste bearbeiten bzw. Tag´s aus der Liste wieder löschen? In unserer Tag-Liste steht das Wort "schulungelitecad". Wenn nun jemand das Tag "Schulung" in einem Event eintragen möchte, wird nun immer das Wort "schulungelitecad" ein
Retrieving user ID through VBA
Hi, is there a way to retrieve User ID who did entry on a specific cell and put it on other columns using VBA? eg. if cell A1 changed, User ID to be added in cell B1 Thanks,
Populate Signature field with value from API and Hide "skip optional fields" pop-up
Hello Team , We are sending the document for e-signature using template from API. Then how can we resolve the following 2 problems we are facing : 1) populate value to signature field from API , default is Your Signature ? 2) hide the "skip optional
Clickable dashboard view via email?
I want to send a weekly recurring email with a clickable dashboard view embedded within the email to people outside of my organization. The view is supposed to look like a web page. I'm using the Zoho Analytics web platform and would like to know what
Microsoft Word Merge Template
Hello! I have created a template in Word to combine it with a custom module. When I create it and at the same time execute the merge, it works, but if I exit word and reload the template to perform the merge, it only returns a blank page. Greetings
Zoho blocked by UCE Protect Spamlist
Since today, I'm unable to send mails to mailservers using the UCE Protect Spamlist. Diagnostic-Code: 5.7.1 Service unavailable; Client host [136.143.188.55] blocked using dnsbl-1.uceprotect.net; IP 136.143.188.55 is UCEPROTECT-Level 1 listed. See http://www.uceprotect.net/rblcheck.php?ipr=136.143.188.55
Marketers' Space - eCommerce Solutions - Product Promotional Emails
Hey there! In the previous series, we discussed about some of the advanced components in the easy-to-use template editor of Zoho Campaigns. In this week's series of posts, we'll see how you can make the best out of the ecommerce solutions offered by Zoho Campaigns to achieve your goals. Here's the scenario: You're an ecommerce store owner with a wide variety of products and looking for a way to promote your store. You have some brand-new products, a few seasonal offers, and a few existing products
FIELD_IN_CRITERIA_NOT_AVAILABLE - BULK READ API PYTHON
Hi, I'm trying to test the Bulk Read API using python by using the python native code that are available on: https://www.zoho.com/crm/developer/docs/api/v2/bulk-read/create-job.html I do have access to bulk.all but I'm havig this mensagem after trying
Add contacts in an opportunity
How I could add several contacts in an opportunity in Zoho CRM?
Cannot set Auto language in Email
In the emails, I cannot set the Auto language detection. When I click on the Auto language it just does not change to the Auto, it remains in the previous language selected, in my case English: So basically for every email I have to change the language
Item count in Zoho CRM Sales Order module
Hi there, How do I make a field which calculates the total number of items in a sales order. For example, I sell handbags to retailers, and sometimes they will order a total of (for example) 87 bags, in 30 different different styles (for example, 3 of
Emoji colour
Im quite surprised as an Indian company you cant choose a (brown) skintone for emjoi's. This has now been implemented by Google, Apple and others (i believe). Please let me choose my (brown) skintone!
Get your emails from Zoho Mail delivered in Cliq
With a major part of communication happening over emails, it becomes quite a task to keep up with a large amount of email threads. But when a huge portion of your everyday conversation happens in a messaging platform like Zoho Cliq, why not bring in important
Login to Customer Portal collects data not used (GDPR)
I have just made the Customer Portal Public to showcase our GDPR compliance portal and noticed that it collects Name of the user wanting to register, but there is no way of grabbing this data afterwards. I am working together with a Creator Partner Developer.
Map Zoho Deal Fields to Zoho Invoice Custom Fields
How do I map custom Invoice fields to Zoho CRM Deal Fields? From within Zoho Deals, I can click "+Invoice" but then I have to manually put in all the information on the Invoice, even though all the values exist in the Deal. Can I map Deal Fields to Zoho
URGENT Zoho CRM: New records being saved are putting the developer in the "Created By" meta field
I am the developer and for certain permissions, was elevated to administrator for a project. Currently, the records being created in the customer module are listing me in the "created by" and the <module> owner fields. I require these to revert to the
Choose a SmartQ Slot within 8 or more days
Hello, I'm using the SmartQ Slot feature in order to post in the best days/hours. I use to program my posts in advance. Problem is: SmartQ Publishing option only gives the possibility to choose a slot within the next 7 days. Is there a way to "smartly"
Custom Fields Via API
Hello, How can i fill custom fields via API? I've created a field that appears on my form on "Your informations" and after that it appears on the aditional information, see the image bellow: Via API i only find documentation to fill the personal data Name, Email and Phone Number. How can i use this fields? Also, is it possible to also fill the notes field via API? Thanks
Validate within Contact Information question type
I appreciate that Contact Information is a question type. However, is there a way to validate specific questions within that question type? For example, phone number and email? I understand I can make separate short answers for these, but I don't want
Function #42: Organize Contacts based on the Deal Stages
Welcome back everyone! Last week's function was about updating subform records in two accounts simultaneously whenever one of them is updated. This week, it's going to be about displaying the Deal stages as "tags" in the Contacts records. Business scenario We all have our own ways of categorizing stuff. Lets say, you have a bunch of novels and you categorize them based on the genre, like "Action & Adventure", "Fantasy" or "Thriller". All of them are placed under a "Book Shelf" with separate sections
Default addresses reverting when cloning sales orders
When a Books or Inventory contact has several addresses and we clone a sales order with an additional address, it reverts to the default shipping address. Either we have to check the address again to change or sometimes this is missed by our staff and
Email Template to multiple "Contacts" using info located in "Potential"
I'd like to email a list of "Contacts" using details found within one specific "Potential". The contacts aren't linked to the Potential. If I setup an email template in "Potentials" then I can't email all the contacts. If I set the email template up under
Bad Language Filter
Is their a setting to filter words out in chat?
Signals
Will it be possible to see Signals on the mobile app?
Resume Creation
Can we Generate formatted resumes for candidates with company logo in Zoho Recruit?
Why NAME input field is actually LAST NAME input field in the popup contact form?
Hi, I came across some impossible situation... While creating Smart Popup in the Marketing Hub we have 2 fields available: NAME and EMAIL. While registering to the form it comes out that the NAME is actually LAST NAME on the list... How is that even possible? I have all contacts importet from Mailchimp and all them have regular FNAME, and all from Zoho will have LAST NAME intead of first name? Please tell me i can chnge it somewhere. Thanks
Working with Campaigns & Marketing Hub
I'm a little confused as to Campaigns VS Marketing Hub. I currently use Campaigns and want to ramp into Marketing Hub. When I look at lists in Marketing Hub, I see my Campaigns lists and the interface starts to look at lot like Campaigns. 1. Is Marketing Hub an "overlay" of Campaigns? Meaning does it leverage what I've built in Campaigns? 2. Should I be using Campaigns for my CRM Client emails and Marketing Hub for my Leads? (I'm seeing my Clients in Marketing Hub too but the term "lead" is very
Finding the Task Template ID
Where in Zoho Projects is it possible to find the Task Template ID?
Subform entries on HTML template
I use Exclaimer as my signature software, but that means emails that use templates created using the template gallery on CRM look strange because the email page is significantly narrower than the signature. The signature also aligns to the left whereas
Issue with colours on my Ring Chart
I have a ring chart with colours assigned to them with specific meanings: red, green, blue and grey. When one of them is missing the colours don't align eg: red becomes grey, grey becomes green. Is there a way to make sure that the colours stay where
Best way to deal with summer time ?
Hello, This weekend we had to change hour in a lot of countrys, this impact my indicators because the office opening time is an important information. I found a formula to take this in account but wontering if there is a better way to do it. I am in France
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