How to sign out from all the devices?
Dear All, I would like to ask you if there is any way to sign out from all the devices in zoho mail. This is because sometimes we have staff in our company which is not part of us anymore, so we change their passwords but they are still connected from their mobiles. So, is there any way to sign out from all the devices?
calendar doesn't appear on zoho mail page
Starting today, there is no longer a link to zoho calendar on the zoho mail page. How can I restore it?
Zoho creator integration with zoho books
So i recently started working with the Zoho platform so im quite new to it, ive been assigned the following task: Build a Customer form on zoho creator with various different fields (name, company name, billing address and some extra custom fields. Integrate
Is it possible to use webhook to submit html form data
Is it possible to use webhooks to submit post data to the action url of a html form? I want to automate subscribing a CRM prospect to another web site asset so I dont have to do it manually. I am open to other ideas/ gotchas on this one Thanks in advance. Geoff
Subform - Add Rows - First Row Only - Add Information
Hi, I am adding default information to each subrow in a subform, using the delug script below. I'm needing to only add the Paid Invoice information to the first subrow I create instead of each row. I'm not sure sure how to best do that, given my current
DKIM security concern
I have just implemented DKIM in my environment. When I did this my email system started flagging all the messages from Zoho Desk as spam. I added the zoho SPF and DKIM settings to my records but now I'm concerned that this is a security risk because
How to show Lead ID as a column?
To import with spreadsheets and avoid duplicates i made my lead ID be website URLs (We're shortlisting websites to buy with ZOHO) We want to avoid duplicates and i didn't see an import setting to make a custom field be the key for excluding details, only
User field - Multiple choice and username
Hi, Currently, we cannot select more than one user when using the default User field in ZC. This prevent using the User field for assigning "a task/record" to multiple users. Also, we are still not able to edit the Usernames of the users stored in the
Autoresponder not working
I can't get the autoresponder to work at all. The test contact comes in successfully and gets added to the right list, but the autoresponder is NOT sending emails. When I check the report, under Denied Contacts, it lists all the new test contacts under
Categories-Automated Responses to tickets
Hello, I would like to create categories based on the content of an incoming ticket from a client. After assigning the existing ticket in a category, i want automated email reply as a respond to the client. How can i set up this procedures?
Zoho Mail API Rate Limits
Dear All, are there any API limits for Zoho Mail? For some reason requests stuck with a timeout and I don't know why that happens. Our use case is to download attachments from emails, which are sent to us on a daily basis and it can go up to 1000 emails
What's new in Zoho CRM Winter '21
Delivering the best experience, both to you and your customers, has been a cornerstone of Zoho CRM since our inception in 2005. With every release, our goal has been to make that experience richer. This year, we made a big stride in that journey with
Laravel ZOHO SMTP Email failed to authenticate
I am using Zoho SMTP Configuration DEFAULT_MAIL="gmail"MAIL_MAILER=smtpMAIL_HOST=smtp.zoho.comMAIL_PORT=587MAIL_USERNAME=ses@imksa.comMAIL_PASSWORD=minaMAIL_ENCRYPTION=sslMAIL_FROM_NAME=Test Saleswhen I give space in MAIL_FROM_NAME as "Test Sales" without
Assigning Private, Organization-wide, Team based on the Slack Channels vs One Assignment for All
I'm migrating from Slack to Cliq. My Business version of Slack provided all Private and Public Channels, as well as Direct Messages (i.e. chats in cliq). However, on Step 3 of the migration, I am told to either assign all the Channels to the "Organization"
PLEASE HELP!! How to set up 1099 contractors as client users
We use a lot of freelance contractors on projects. I want to add these contractors as client users and assign them tasks. The client users need to be able to comment in the discussion feed and mark tasks complete. I have added a few freelance contractors.
Call modeling API
I am developing a wordpress plugin that will create a new workspace in Zoho Analytics through the Modeling API. So I am using PHP. I have the refresh token, client_id and client_secret, but i always have a fatal error in the client librairy. Here's my
Auto populate subform
Instead of having to retype the information again, I am looking for the proper script to automatically add the userID from the main form, into the subform, when I add a new row.
Java or NodeJS for more processing?
Hi all. after making an MRP (Material resource planning - what parts to order to meet client needs) of our product of 135 parts, the next step is MPS (master production schedule - schedule of production with all different steps). I quickly get to the
No longer recieving emails to Zoho.com
I recently noticed my email address changed to zohomail.com instead of zoho.com. I am now no longer receiving emails to my old zoho.com email address and get the following return email error. Could you look in to this please as I am now no longer receiving
edit trigger, "required flow"
When I edit an annual date trigger in a journey, I can tick "required flow: before | after | both" in the edit window. What do these options mean and what are the consequences of either one of these? thank you Oliver
Importing Vendor Bank Account info from Zoho CRM to Zoho Books
Hi Team, We have many customers that are also setup as vendors in Zoho CRM. We have started to sync the CRM Vendors module with Zoho books in order to make payments to them using the Forte integration. We already capture the vendor bank account info in
Is it possible to alter what modules are available in build a Link.
So I can't seem to access related records when passing parameters in a link or button(invoke URL). I need to pass information from CRM to Forms and the data is in multiple modules. Edit: These are already look up fields in the module that I am trying to build the link out of.
Nouveau forfait Bigin Premier : Multi-devises, flux de travail avancés et plus encore !
Bonjour à tous, Nous sommes ravis d'annoncer une toute nouvelle édition de Bigin qui contient plusieurs nouvelles fonctionnalités comme la multidevise, des flux de travail avancés, des champs de recherche personnalisés et plus encore : l'édition Premier.
Remote Command Prompt not available in desktop app?
Any time I attempt to launch remote CMD and other advanced features from the Zoho Assist desktop app, it opens a web browser and brings me to a purchasing page for the service I already have. I can then log in to my account, close the desktop app sessions,
RSS Feed import for Posts
It would be great if we could import Articles from a RSS Feed and convert them automatically into Posts. Currently we have to use another tool in order to achieve that.
Permissions for Project Manager
Hello Zoho Team, Is it possible to allow a Project Manager to view all records where their project is mentioned in the lookup field? It would be very useful and save time since we need to reassign Primary Lookup in all records related to the project when
Download invoice attachment using API
Hi, I am trying to download invoice attachments using API. I was able to fetch list of files attached with an invoice following API guide (using `documents` property). But I am unable to generate/fetch any url that downloads the attachment. How to generate
Issue with Angular App Authorization and Zoho CRM
I was searching for a way to build an Angular app that can send requests and receive responses from the Zoho CRM. I tried all the possibilities documented in Zoho CRM documentation but nothing worked for me: Steps I followed: I registered the app on https://api-console.zoho.com/service
How can I access a "local" path in an Azure Function?
I have written an Azure function to create leads in the Zoho CRM. I gotten great guidance from members here and I have one last hurdle to get over. Zoho API writes to a location it calls the Resource Path. This has to be a local path. For example, running
How to get remaining records which we can't fetch through Single API call in Zoho Creator?
I am fetching data from Zoho Books to Zoho Creator using getRecords() but I am able to fetch only 200 records. How can I fetch the remaining records (Suppose I have 300 records, through first call I got 200 records, How to fetch the remaining 100 re
Retrieve email template from Zoho CRM
I am new to c# and new to the concept of ERM/CRM so I was wondering if it is possible to retrieve an email template from ZORO crm and push it the infos from a database to be able to send automated emails.
Exit Old Account and creat a New Account
I logged out of my current account, colin@logtrain.co.za successfuly I wish to create a new account under my Gmail account, cpdoyle48@gmail.com Your system will not allow me to create a d new account as it automatically finds my current account Please
How to Specify which Field was updated
Hi, I want to see which field was changed and what was the change, kind of like - field was changed from "4500$" to "6500$" I have made a workflow that sends email notifications when a field is changed in one of the modules, i don't want to create an
Problem: zoho sign is zooming in after each field is completed
I have a parental permission slip that needs to be filled out and signed, I've loaded it (one page PDF) into the zohosign system, created a template and sign form. The problem is, after each field is completed, zoho zooms way in and scrolls to the top
Filtering Pivot Charts via a URL parameter [my attempts, a discussion]
I know many have tried to filter pivot tables and charts via a URL parameter before and have failed, but I thought: I'm REALLY going to dig into this, get it working, then share my results with the Zoho Creator Forum community. No such luck. HOWEVER,
Multiple Outstanding Invoices, 1 Stripe Payment (How?)
Hello! I have a customer with multiple outstanding invoices. They have just added their payment details to their account. I can now open each invoice and have the option to Charge Customer I have looked in other areas and I can't see an easy way to display
Tips and Tricks #50: Six must-try slide layout options in your business presentations
Hi All! In addition to the slide layout options we discussed in the previous post, Show offers a few more types to help you increase your presentation's visual appeal and create consistent-looking presentations. Inform your audience of a new section
Formula Fields Limit
Are there plans to increase the amount of custom formula fields available in each module - http://zohocrm.wiki.zoho.com/Zoho-CRM---Formula-Fields.html David Corcoran Batipi / Zoho Partner http://www.batipi.com
Announcing Zoho MarketingHub plugin for WordPress
Hello everyone, We are glad to be introducing the Zoho MarketingHub plugin for WordPress users. Now, you can understand visitor behavior on your WordPress pages and posts while getting them to convert into leads using signup forms. Read on to know how you can learn more about your WordPress site visitors using this plugin. 1) Understanding website visitors' behavior: Once you have connected your WordPress site with Zoho MarketingHub's Web Assistant tool, you can instantly set up tracking for
Can MH handle SMS responses?
Can MarketingHub handle SMS responses? Such as keywords or opt-out?
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