A lot of spam from @notifications.zohosheet.eu address
In last week Inbox.lv email service has problem with spam from ZOHO side. More that 100K letters daily. I wrote about problem to your system emails, but unfurtunaly w/o answer. As quick fix, we tried to block your IP addresses, but we hope to the helping
Minor Enhancements in Multiple Scoring Rules
Dear All, Greetings! We have made two minor enhancements to Multiple Scoring Rules. Using custom modules in scoring rules: Currently, scoring rules can be configured for Leads, Contacts, Accounts, and Deals modules. Hereon, you can configure rules for
Relate Products to other Products
Is it possible to relate products to other products? I want to view a Product and see it's related parts (also products). One part can fit many products and one product has many parts. When I try to add a multi select lookup field in the products module
Enable for default Allow all on internet
Hello I would like know if could be possible enable for default the option "EVERYONE ON INTERNET THAT HAVE THE LINK" In this moment, when I share a file, I have to remember to choose this option because, if I don't do this, the costumer can't access to
Is it possible to use a worflow with a lookup field ?
Hi Community, I have a LOOKUP FIELD in my DEALS that is related to PRODUCTS module. I want to make a workflow according to the result of this LOOKUP FIELD. I don't find the option in the workflow thanks for your help
Import/updating into Zoho CRM skiping blank cells
Hey everyone i have a question. Is it possible to import/update existing records into zoho crm? but with a catch. Normally i know i can import -> update current records -> use this column as main etc But i have an excel file with different data in it
copy and paste
So now all I want to do is copy and paste a word, and it pastes the word UNDERNEATH the line where I want the word to go. Close doesn't cut it when it comes to copy/paste. Is it really that hard?
Can a workflow create a Meeting in CRM?
Hi, I am looking for a workflow to create a meeting when there is a specific field update in the deal module. Tasks are created as an instant action, but is it possible to create a meeting? Thank you
Twilio SMS support in Zoho Desk
Hi Zoho Support, The phone numbers I purchased from Twilio support both SMS and MMS. Does Zoho plan on supporting Twilio SMS and MMS functionality inside Zoho Desk, instead of using Share a Screen or Clickatell?
App Spotlight: Zoho CRM 2 Google Drive
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. Zoho CRM 2 Google Drive Easily manage your company's Leads and Deals folders
DESK / Como lograr un blueprint para AGENTES DE SOPORTE sin capacitación previa
Hola, buena tarde a todos: Preguntando: En la empresa tenemos sin fin de respuestas a otorgar cuando se ofrece soporte al cliente, pero a veces es complicado capacitar a alguien en un solo día, por ello el atrevimiento de preguntarles, será posible construir
Multiple search fields on single panel?
On page builder, I can add a search field, which then references 1 data source from my records. Is it possible to have multiple fields searched at the same time? Right now, I have [ Field 1 ] (search) [ Field 2 ] (search) [ Field 3 ] (search) [ Field
Keypad dialer needed for Twilio in Zoho CRM/desk/recruit/etc (Phonebridge)
I really wish when I click on the phone symbol in the bottom right corner of zoho crm it would open up and show a full keypad so I can make calls inside zoho crm (using twilio) to phone numbers that aren't leads, contacts, tickets, prospects, etc. I pay
Attention Workplace admins - Migrate your files from Zoho Docs to Zoho WorkDrive
Dear all, As mentioned in this announcement, Zoho WorkDrive is now available across all Workplace plans to enable team collaboration. Zoho WorkDrive provides common file storage for teams and enables collaboration among organization members. Zoho WorkDrive
Search contact by company name while composing mail
How do i get a list of contact when i type the Company Name in the TO: box?
Error with character count in CRM Templates
This is for anyone having issues with Templates in CRM showing an error on the character count. I was getting an error regarding my character count. Templates has a 200,000 character limit. My document was only 2300 words and it was producing the error.
How to call existing function within a custom function
Hello, I'm using the script below to create a custom function but it gives the error "not able to find PV function." How do I call the PV function? float PVD(float rate,float n,float d,float pmt,float fv,int type) { PVD = PV(rate,n+d,pmt,fv,type)-PV(rate,d,pmt,fv,type);
How to Categorise Credit Card interest
Hi everyone. I am using Zoho Books Pro (UK) and have come across an interesting one. I have created a Credit card account int the banking tab and enter the opening balance. I now want to add an interest charge. My question is how do I categorise this
Checkbox in task and bug description
Are there any possibilities to add a checkbox list in task or bugs description? I think the way evernote manage it is very good. https://help.evernote.com/hc/en-us/articles/209005597-How-to-make-a-checklist thank's in advance
Falha na verificação do SPF
Olá não estou conseguindo configurar o spf meu domínio é da GODADDY mensagem informada é Falha na verificação do SPF - principais motivos O registro TXT para SPF não foi propagado Geralmente, os registros TXT para SPF demoram mais para serem propagados
Zoho Campaings
I have various problem with our newsletter with Campaigns. 1. When I do some change and save it, the changes are not made. Exemple: the type of fonts, the url link 2. During the test and when I send my it: It is going to spam email ! I reduced the
Auth.net payment integration - reconcile bank transactions
Hello, We recently integrated the payment solution with auth.net with our Books module. This is great as customers can now pay for the invoice through Zoho, and there's an automatic journal entry that gets posted: DT bank account CT customer receivables.
Include Line Item Id in Zoho export feature
Hi, I'm exporting invoices via the Export button feature available in Zoho to a xls/csv file. Unfortunately it seems the Line Item Id is not present in the available fields. I can export the Product Id of each line but not the unique ID linked to one
Target within a pie chart
Is it possible to set a target within a pie chart? The image shows 3.3%, but it should be at max 1%, so that's the target in this case.
Cart page
Hi guys, in cart page missing cart value or subtotal. Usually any cart page have subtotal. Do you think that can be added?
How to pass records from SubForm1 App1 into SubForm2 App2
Hello experts, Cannot figure it out ;o( Seems simple in theory, but becomes complicated in practice - usual story ;o) Problem: two different Apps - App1 and App2: App2 is the "main database" used by multiple teams. App1 is used by small team to update
Job openings not showing on career site
How do I get my job openings to show on my career automatically when I create them?. For some reason, I created the job but it's not showing up on my career site. is there a time frame situation I am not aware of?
Zoho Books very slow!
Zoho Books very slow!
Am I able to turn off the live chat function in Sales IQ temporarily, possibly 5 minutes when needed?
Am I able to turn off the live chat function in Sales IQ temporarily, possibly 5 minutes when needed? We are extending our opening hours but using a single member of staff for the last three hours. If they need to use the facilities, am I able to switch
Credit Notes requirements for some European Countries
Hello Zoho Books and the Community, as a company located in Poland and having its entity as well in Czech Republic, we are dealing with an issue regarding Credit Notes. As for now, we use Zoho Books for our Czech company (planning to invoice Polish customers
Zoho Desk Tips & Tricks #05 Ondersteun klanten in hun gewenste taal
Beste Community leden, Vandaag delen wij een aantal tips over het ondersteunen van jouw klanten in hun gewenste taal. Je klantenservice kan namelijk van top kwaliteit zijn, maar als je niet dezelfde taal spreekt als je klanten, blijft het lastig om ze
AutoRefreshFields and PickListValidation settings
I am pretty sure I got this from an example somewhere: var config = new SDKConfig.Builder().AutoRefreshFields(false).PickListValidation(false).Build(); new SDKInitializer.Builder() .User(user) .Environment(environment) .Token(token) .Store(tokenStore)
Tip #8: Using RAND and RANDBETWEEN functions to generate random data sets
Have you ever spent hours working on a sample data record for a demonstration? We're here to show you how to do it in less time. If you want to generate a sample data set for a demonstration, or just to learn how a pivot table works, using the RAND and
ERROR CODE :421 - Problem communicating with the recipient server zoho
I get this error whenever i send email to a particular domain. The issue began when i switched my domain email to zoho. What can I do?
Choice Matrix in Zoho CRM
Hello, I would like to know if it is possible to create a matrix of choice within a layout in Zoho CRM, the same can be created in Zoho Forms. I want to integrate the CRM module with a form.
Automating exporting and importing data into Zoho CRM
Hello everyone, I hope you are all having a nice week. i am new to zoho and i hope this question is placed in the correct section. If not then i am sorry. I have several questions and if i can take a bit of your time i would be very thankful :) 1st here
GoogleカレンダーとZOHOのメインカレンダーの相互同期および招待反映の方法
組織内の一部のユーザー(役員)が、Googleカレンダーをメインに使用しています。そのユーザーがZOHOカレンダーでGoogleカレンダーを同期し、Googleカレンダーと同期したZOHO上のカレンダーをZOHOの組織内の他のユーザーと共有するにはどうすればよいですか? また、組織内のユーザーがそれらのGoogleカレンダーを使うユーザー(役員)を予定にZOHOカレンダー上で招待した場合、その招待をGoogleカレンダーにも反映させるにはどうすればよいですか。
Max number of subforms ?
I see we are only allowed 5 subforms on a single form? Is it not possible to add more? We are short one subform. We are using Zoho One. Possible a higher plan allows for more than 5 subforms
Internal server error
Hi, I was using php sdk to create some records in sandbox CRM, but I got the "Internal Server Error". Zoho API reponse returned 500. Here's the snapshot with more data debugger This SDK has always worked for me, but today I keep getting this error. Do
Using Zapier to create Quotes from Zoho CRM
Hello all, I want to use Zapier to create quotes in Google Docs. I have managed to use Google Tags successfuly {{tags}} so I can populate variable data. The only thing I cannot solve is the creation of a table with product and prices. If the quote has
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