Scheduled emails with html inline table do not take into account color of conditional format
Hi, I've a scheduled email of a html inline table which contains conditional format. But when the recipients of the scheduled mail receive the email they do not see the coloring: Please support. Thanks!
dynamic threshold value based on required average for a target
Hi, I am looking at adding a dynamic threshold for an entire table on a chart report. For example our target is £30,000 the required average total sales is £1000 per day, however this isnt always the case for obvious reasons such as the weekend, weaker
how to restore a mistakenly deleted data source?
A data source that has a connection to the CRM has been deleted by mistake, how can this connection be re-established?
NÃO CONSIGO ENVIAR EMAILS, APENAS RECEBER
Recentemente meu domínio foi congelado e após a regularização somente recebo emails em minha conta, no envio dá esse erro: Já revisei as configurações e nada resolveu. Como resolver? Obrigado.
Zoho Books API get more than 200 invoices
Hello! When I run the Zoho Books API GET to get the invoices, I only get the 200 more recent ones, and I was wondering what's the way to get older ones. I tried to do it the Desk API way like this: curl -s -X GET https://books.zoho.com/api/v3/invoices?limit=99&from=200
Default Credit Limit
Make a Default credit limit for new customers that are created. So it doesnt default to blank and then create a report that can show customer average and max purchases for year and limit set report. So the limits can be reviewed yearly to adjest the parameters accordingly.
Inbound Call notification no longer appears RingCentral
Since I set up RingCentral with Zoho whenever I would call into the Ring Central number we would get a notification in Zoho about the caller and if they had a record in Zoho. That no longer happens. RingCentral says it's Zoho's problem and a Zoho tech
Bug moving primary email address on a mail account
We had an important employee leave - lets call him John Smith - with the well known email address - lets call it johnsmith@example.com. I wanted to keep the account for now as a easily accessible archive but move the email address johnsmith@example.com as
Unable to send mail through SMTP from WHMCS
cant send email with SMTP from whmcs
How to hide menu bar on certain pages?
Hello Team Could you tell us please how to hide menu bar in certain pages? BR Zorge
Failed to open link download page
I am trying to provide some support to my mother in Australia from the UK - so I am connected to the zoho.eu server, but when I send her the link to use, she gets an error message saying the server cannot be accessed (or something similar) at the present
Non riusciamo più ad aprire le email in arrivo su IMAP
Da questa mattina non riusciamo più ad aprire le email IMAP. fino alle 9.00 di oggi abbiamo operato senza problemi e non è stata apportata alcuna modifica alle impostazioni. come possiamo fare ad avere assistenza?
Can't send an email with PDF attached as a Base64 link
I am using Integromat with Zoho Mail for my setup. I receive a base64 output of a pdf and use it as an href attribute for a link in the email. For some reason the email doesn't view it as a link and instead shows the entire thing. Using a normal link
Unable t connect to zoho mail or sync calendar on home wifi
About once or twice a month I get a day or two of not being able to connect to the email server or the calendar sync from my desktop. Outlook just spits out CalDav SYNC errors all day long and my iphone continuously says the zoho password is incorrect
mail storage
hey please help i have the storage of my email full and I deleted all mail and now i dont have any email in my account but the storage does not change, even after i delete emails, How to fix it please
Mass Delete Tasks?
Is there a way to delete tasks of a certain age (say 6 months old) from a User so they can "start fresh"?
problem in subscription
Dear Admin, I have paid for the basic subscription, but I could not see the updated of the settings, I am still see the free subscription. Please kindly to help. Thank you. Best Regards,
Dashboards Create a Dashboard using a custom field
I want to create a dashboard using a custom field. I am trying to create a sales agent dashboard based on their performance. The information that I want to use is part of a custom fields and the dashboard that I see available only allow to run dashboards
How can i get first response time & number of responses from API?
I try to fetch this details on each ticket but the data that come from your API isnt good, my API request is: 'https://desk.zoho.com/api/v1/tickets/'. $id .'/metrics' then i get several fields like: responseCount, threadCount and more. But when i compare
Filter on pick listi options.
GHi! I have a pick up list field with 20 different options. In the ticket opening form I would like to show this field in all departments but in every department I would like to show only some options of the field. For example, if I choose the "apple"
Field not updating
Hi All Please have a look at my code and guide me where I have gone wrong, I juts cannot get the field to update in the form "Expiry Date" even though it says the codes executed fine. records = zoho.crm.getRecordById("Contracts", 4994407000000384299);
CRM Integration with Australian VOIP Provider MAXOTEL
If you are located in Australia and want to use VOIP integrated with ZOHO CRM you have probably found options are very limited. I have used MAXOTEL for many years as my hosted VOIP provider and today I submitted a Feature request on the Maxotel site. If you are a MAXOTEL user and would like to see a Telephony integration with ZOHO CRM please vote on my feature request: https://my.maxo.com.au/#!/featureforum/request/128. TIA Tony
Best telephone/dialler integration for multiple calls, automated phone systems and hold music?
Looking for recommendations for Zoho dialler integrations. I'm currently using a standard manual VOIP system and make most of my calls from my mobile. A lot of the numbers I call have an automated phone system, I click the option and then get put in
No Emails from jagex/runescape
I saw a similar post to this but I too am not receiving emails from jagex/runescape. The emails stopped coming to my zoho account in July of 2020. Now I am urgently needed to receive a email from them because I have lost my account access which has 5
Add custom button into main menu bar
Hi, Please, could you consider an option to allow to add custom button into the main action bar ? Thanks
Restrict Customers to Certain Departments
Is it possible to restrict Zoho Desk Customers to certain Departments? The intent is for my company to setup a Department geared specifically for supporting external customers. This means that we would not like external customers to have the ability to submit tickets under different Departments, specifically our internal Departments. Being able to restrict customers to chosen Departments would accomplish this, but I see no such option when creating a new contact. Thank you!
Creating a Custom View in CRM Deals Module
Hello, In our deals module, we have data which are also linked to Custom module which shows under the related list. Is there anyway we can create a view in the deals module using fields from the custom module? The goal here is to update fields in every
Linking notes
How to link a note to another in the same book?
Split screen and lined paper
I am new to the app and see there is a function where you can create a split screen and drag/drop from the 2nd screen into a notecard in notebook. How do I create the split screen? Also, I saw someone using the app and while taking notes he changed
Custom Fields not accessible on Sales Order Line Items - Custom Function
Hey there, I am having an issue where I am unable to set the values of my custom fields that I have on the Sales Order Line Items object. While testing, I noticed that my custom fields aren't even returned after a create. test = zoho.crm.getRecordById("Sales_Orders",
Last Synced indicator
Is it possible to have a last synced widget/system data field, which would include: date of last sync, status of last sync, # of rows synced This way I can show this info to my users so they know how 'old' the data is?
Email template sticks words together when sending
I have created two different templates in CRM (for contacts module.) When I go to a contact and click "send email" then "insert template", the same template comes up with random words stuck together. even though when I edit the template itself, I don't
Tips and Tricks #13: Customize a Published Presentation
Hello everyone! We're excited to be back with Zoho Show's tip of the week. Whether you’re showing off your skills in class, or kicking off a new project at a board meeting, a dynamic presentation can keep your audience captivated and engaged when published
Locked out of email accounts because one time password won't deliver to phone number
Made a new account just to post on here, I have two email accounts with Zoho and I'm locked out of both of them because they use the same phone number and I'm not receiving the OTP to said number no matter how many times I press resend, I've been trying
Stage History Modified Date
I am trying to create a report which pulls all the potentials that had a change in Stage during the past week but the Stage History Modified Time is not an available column when creating a report. Could you please add this to the list of fields available in the Reports section in Zoho CRM? Fritz
On Success scripts not working for imported data
I have an application that has worked for years executing on success scripts for imported data. Everything worked fine Monday and now the scripts do not run when I import data. Does anyone know why this is or have a work around? Many thanks, Dave
Radius search for "Clients" module
There ought to be a radius search feature for clients as well as candidates. How difficult is this to implement? Cheers, Alain
Connecting Zoho Analytics of another Zoho Account
In attempting to create an Analytics connection/data source, when I try to authenticate it automatically looks to the signed in account. If I sign out to sign into the analytics account I want to access, it also cancels the original Creator session.
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
I am now getting this message while sending mail
issue with sizing images in zoho sites
Adding an image. When you click to resize. It is not working. I tried sever different image sizes. It seems like its stuck on one size only and will not let you change it. When clicking on the image you get this little box that you can drag. That looks
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