Printing one envelope
What is zoho's strategy re printing one single envelope. To mail one single brochure, in a #10 envelope, with a stamp on it. Do we give up letter mail entirely if we switch to zoho? What can anyone suggest? Thank you Karl
Auto correct issue
I've gone into settings and Auto Correct and added a custom autocorrect for three periods in a row to be changed to an elipsis with non-breaking spaces in the middle - the box for it is checked to make the correction. However, when I type three periods,
for loop of widget - API.getAllRecords
Hi, so i have a widget and i need to get all the records of my report - more than 200. so i can call getAllRecords twice, because each time i get a 200-records page. if i don't know how many records i have, i need to use a for loop of records and loop
Zoho Desk - Searching for tickets within a specific date-range
Hey all! Currently trying to implement a weekly search job via Zoho Desk API. It doesn't seem like it's supported, but I figure I'd ask: Is there any way to utilize the "Search" API to find tickets within a specific date range? If not, what's the best way to approach getting the newest tickets for the week? I'd imagine once there are many, many closed tickets, the "get all" tickets call would be a little heavy. Best, Aaron
UNDO BUTTON!!
YOU REALLY REALLY NEED AN UNDO BUTTON. I AM FINDING NOTEBOOK VERY GLITCHY WHICH MAKES 'UNDO ' ESSENTIAL
Fore Notify Contact in "Resolution"
Can u force or automate that the "Notifiy contact" chebkox is checked, when someone presses "Resolution"?
Zoho TeamDrive CRM Integration
Trying to come up with a better solution for managing files within our company. It'd be absolutely amazing if we could have a section in a CRM record for Zoho Drive. You can create a doc/sheet/presentation within their record. The docs belong to the record, so you can organize all of your files right in your CRM. Prefer to take notes in a Zoho doc? Have special pricing spreadsheets for certain customers? Want to keep all of your custom sales presentations in one place for that customer? It's
Function-10: Add the international call prefix '+' to a phone number.
Welcome back everyone! Last week, we learnt how to concatenate two fields and present them in a single field. This week, let's look at a custom function that prefixes a '+' symbol to phone numbers and removes the alpha characters from the numeric field. Business scenario: Any business involves a lot of communication. The most preferred way is to make a phone call. To make your life easier, Zoho CRM lets you call directly from the system. Naturally, you need an international call access code, which
Why I get html result im postman requests?
I make all instructions for using your API via Postman. But I get all results like html pages. What should I do for get json?
Api response error code:202 ExceptionCode: INVALID DATA
im using zoho crm v2 when i try to submit the form it takes only email format data otherwise it throws an exception as follows code:202 file:"E:\eTutorworld\trunk\vendor\zohocrm\php-sdk\src\crm\api\response\APIResponse.php" line:127 trace:null exceptionCode:"INVALID_DATA"
Zoho Meetings update? Admins can no longer view Webinars
My view of zoho meetings has changed over night... Previously we had everyone who hosts our training webinars set to admin so they could all view/start them but I created them. It worked fine yesterday but no longer works. Any idea if something was
Task Progress granularity
Hi, we have tasks that are usually shorter than one day. The progress granularity of tasks is 10%, which means i can set 0%, 10%, 20%, ... 90%, 100%. This is quite fine and usually not required on our scenario. Is there a way to have a coarse granularity
Angular support in widgets
Has anyone successfully used angular in their widgets? Is it possible? This is what it looks like in local debug - ng serve This is what it looks like in zoho creator
Zoho Subscriptions 2021 Recap
API doesnt work
const request = require('request-promise-native'); module.exports.getUsers = async function() { const token = 'my-token'; const options = { uri: "https://www.zohoapis.com/crm/v2/users?type=AllUsers", headers: { Authorization:
Zoho One account having issues with Zoho Projects new users
I have Zoho One account, use the Zoho Projects app for all of our project management. Last week we added new users, after new users were set up as client users/client company a new project and tasks were set up. After they accepted their email invitations
Re-Map DNS Zone Records
My previous Name Servers got changed due to new hosting and now I have to set up my zoho free mail to cPanel in my new hosting. But my zoho is already pointed at previous name servers and I am not able to change it. I tried from admin pannel>Domain>Email
Is collaboration planned for Zoho Books?
It would be extremely useful to be able to @mention an accountant or colleague on any transaction. The accountant would then log in and see they have notifications on the bell on the upper right and see notifications that would take them to the transaction
How add Payment method in order summary email
Hi guys, could you tell me how show payment method in order confermation email? We add 2 offline payments, so when we get an order as unpaid, how can we know what kind of payment has the customer selected? PS I'm talkink about Zoho Commerce order summary
Gestion du départ
Lorsqu'un nouvel employé rejoint votre organisation, vous prenez le temps de lui présenter l'équipe - qui est qui et responsable de quoi, le processus de travail, les délais, ses responsabilités, ses tâches, etc. D'autre part, la gestion des départs incombe
Headers and footers for this holiday season
Hello users, The holiday season is here and 2022 is just around the corner. To help you send holiday-themed invoices to your customers, we have published new headers and footers for templates. They have been carefully designed with different color
Enhancements in Zoho CRM Motivator
We are excited to present to you, a set of latest enhancements in Motivator. These updates include UI-level improvements and customization options directed at helping you achieve better clarity with insights on your team's performance. 1. KPI component
Unable to assign Project App to user
Hi I am facing issue in assigning the project app to my guy. System keep showing error message - "error occured" Can you please advice, my account name is whloong@inhaus.com.sg, my staff is projects@inhaus.com.sg
Automation to link ZOHO CRM records to existing ZOHO Workdrive Folders
We are looking for an Automated (API Driven) mechanism to connect ZOHO CRM Records with corresponding ZOHO Workdrive folders. Within ZOHO Workdrive we have created folders names that match ZOHO CRM records now we want to link the corresponding ZOHO CRM
Email parser - what a bliss! (Once figured out, of course.)
Discovered an email parser tool! I've been with Zoho for 2 years and only now found this nifty feature! Granted, setting it up took quite some time and effort but after a few hours, including creating a workflow rule along with an email template, magic
Not receiving Instagram password reset emails
I'm not receiving email from Instagram and I added Instagram.com to my whitelisted domains. I can't access my Instagram account if I can't receive email from them. In May 2013 I received these emails without issue, but now I don't receive anything. How can this be solved?
Multiple date fields in Calendar
I would like to be able to have different events (read: date fields) to appear in a calendar view. Even fields across different forms. An extra cool feature would be if each field could get it's own color for the multi-field-calendar.
Validation Rules on fields
Hi, We're trying to setup some validation rules on fields in the Contacts and Accounts modules in ZOHO CRM. We have very stringent data requirements - e.gs: Phone Number - must be 6-10 characters, numerical only, no spaces or brackets, must start with 0 or 1 Mobile Number - must be 10 characters - numerical only - no spaces or brackets, must start with 0 Fax Number - same as phone number Suburb - Must be all uppercase Email - No uppercase letters ABN - must have 11 numeric characters ACN - must
Round robin lead assignment for leads generated via ZOHO Forms. #23
We are up with the hack for this week. All of us do various marketing strategies in fetching leads via various source by importing them, using APIs, web forms and also by adding them manually . While the leads are added we will also be assigning them
How to create serial number in sub-form without using if condition
hi.... How to create s_no on deletion of rows without using if condition (or) using auto number fields. Thanks in advance for your help. Raja
client Lan connections
i have a Linux client on the same network as my tech workstation. the Linux box is now connected to a vpn so i have to connect to it through the vpn. how does the linux client report it's ip address to my dashboard ..... is there a specific url that it
Change the email subdomain
For some reason, our emails all use reallylongformalnameofmybiz.zohodesk.com as the domain. Is it possible to change it to shortname.zohodesk.com? I was able to change the portal name, but it didn't apply to these emails? I found the following, but it
Zoho WorkDrive API Problem
I tried accessing the API listed here https://workdrive.zoho.com/apidocs/v1/folders more specifically List Files/Folders inside a Folder. The code that I utilize to attempt this is as follows: $post = [ 'Zoho-oauthtoken' => '1000.f189b94e54fe74192837c3e3df3be21a.10a079e7b1cfb9cdc86cc1dcbd191363',
Error Sending Email
Hello, When writing any email to nelson.ramos@redsat.pe I get the following error: ======================================================================= 5.5.1 Server IP 136.143.188.53 listed as abusive. See http://spamauditor.org/best-practices/ip-reputation/
Announcing the public launch of Zoho Vault's new interface
Hello everyone, As many of you might already know, we launched our completely refreshed web interface (beta) last March and received plenty of feedback from customers and partners worldwide. After working to incorporate your feedback and suggestions,
Sent emails not being delivered to IMAP sent folder
I have "Store Sent messages on the server" set but emails I send to customers are not being saved into my IMAP's sent folder. I need this functionality because I need to some times confirm messages are being sent out without having to go into CRM. Please
Flows Not Triggering for Books and Inventory
Hi Team, All of a sudden all my Flows that gets triggered by Books and Inventory has stopped working. When I debug and test, it works fine. However, when you run real time, it doesn't trigger. We have many Flows being triggered by Books and Inventory and this impacts our business. Can you please check on this?
Announcement : Whatsapp - ZohoCRM Extension
New Year Greetings! At the beginning of this New Year, We are very much glad to introduce you to our new extension WhatsApp for ZohoCRM, especially for Twilio Users. In build, a Conversational view will surely give you a guaranteed awesome user experience.
Seeing a black screen when connected with Unattended access
Hi, since this morning , when I try to connected to my computer I see a black screen. I can barely see the desktop of the computer . Any idea ? Regards Martin
Select the Contact view that synchronize with Office 365
I really would like to be able to choose the Contact view that synchronize when integration is configured with Office 365. Currently, it synchronizes only the "My Contact" view but it doesn't reflect most of the business needs I see since there are often
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