Zoho Form : ULR of the page on which the form is filled
Dear All, I am using a Zoho form on a Wordpress website (https://www.holidays.sharaftravel.in/tour/form-test/) and the form is integrated to Zoho CRM to push the leads generated. However I wanted to get the page url on which the form was filled in the
Multi Warehouse - Reg
Is it possible to assign a particular warehouse to a user.User need not have access to all the warehouses in the organisation. Which one is better for doing invoicing in zoho books or zoho inventory???
Export fields and field sequence
Hi, I created an export of multiple sprints but the extract file does not have a column for sprint name, it only has sprint type (active, future). My colleague also created an extract but theirs also included a column for the sprint name. The columns
Restore backup and portal users
How can I get my user definisjons back after restore of an application?
Opening Balances
Hi there, I am new to Zoho Books and am just learning how to use it. I have a problem around opening balances and reconciliations. I have input the opening balances into my bank accounts manually, however, when I click on confirm, I get the following
Bank reconciliation
I am trying to do a bank reconciliation for the first time, but I cannot get the numbers to balance, even though I have manually checked each entry multiple times. I don't understand what Zoho is doing "behind the scenes". Why is my opening balance
Mobile app
Any plans to add a mobile app in the near future? Any ETA?
OTP Authenticator managing accounts
Please do something to allow group, sort, search in OTP Authenticator! I have now 30 positions it's hard to do fast search.
Zoho CRM sent duplicate email
An email was sent via Zoho CRM and it looks like 2 duplicate emails were sent. In Zoho CRM, it looks like a single email was sent, however, in Outlook (our email client), it appears two emails were sent (Please see attached screenshot of Outlook). Why
Commerce and Sites in Zoho One
Hi, I have 1 Z1 license. With that can i make 1 Zoho Commerce Store and 1 Zoho Sites published website or do i get to publish only one of them? Thanks, M
Zoho does not function as it should
I don't know if it has to do with your maintenance in European data centers, but for the second time in a short time I experience that Zoho does not function as it should. Not via Spark (I'm using MacOS) but also not when I try to send an email via Zoho
Reply to address on Campaigns not working
We have created a campaign and chosen one of our email addresses as the REPLY TO email address The email received in the inbox when "replied to" has a very long zoho email address. When the user replies to the email it bounces (see message below). how
Learner report isn't showing updated data
Hello, Am facing problem while viewing the updated data on learner report on my newly added lessons under a course
Got an invite to a portal Via e-mail only lets me create an account no access to the portal??
Got an email invite to join a portal asks me to create an account so I did now the invite link to the portal just brings me to my account. no portal access no direction how to access that portal just a side bar with like 25 applications. most confusing
Zoho Accounts
https://help.zoho.com/portal/en/community/topic/cant-import-accounts-and-vendor-name-not-appearing-in-contacts I can see from this earlier thread that you were told that it is not possible to import contacts into Zoho CRM with the Accounts field mapped.
I would like to use zoho phonebridge APIs
I would like to enable to phonebridge at my zoho account. I am a developer working in integrate thirdparty PBX solution with zoho one, and I would like to use phonebridge for incoming calls notification and click2call. Our PBX is not at the list of providers.
Zoho Marketing Automation Update: Topics, Contacts, and List Management
At Zoho Marketing Automation, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management. These existing
Task Notes by mail fail.
While testing out Zoho, I tried adding a task. While I got the mail on the test user accounts I'd setup, when I reply to the task, I get an error message on my email account that says We are unable to add notes/map documents to this task. WHY DID THIS HAPPEN? The possible reasons are : 1. Email ID not confirmed. To confirm use the link http://zohosso.wiki.zoho.com/#resendconfirmation 2. You do not have permission to add notes/ map documents to this task. 3. Task could have been deleted. 4. Task mail
Pre-populated Zoho Form Not Updating CRM via Edit Response Link
I hope someone in the Community can offer a solution or work around. Scenario: Via Zoho Form, I plan to send a pre-populated link to my tenant(s) and use a subform on the zForm for the tenant to submit the current occupant information. I use zForm
unblock an email
how can i unblock my email? it gives 554 5.1.8 email outgoing blocked
Project Budgeting Needs
I am really liking the scheduling and task visualization features, but I am struggling with the budgeting side of project management with zoho. I need to be able to see the actual vs. planned budget analysis on a daily or weekly basis, not just after we invoice. I also would really like to be able to break down the project budget by milestone or task group. And then I would also like to be able to assign billing rates to users and to tasks or activities ahead of time and then see the budget erode
Applying Default Priority & SLA to Desk Tickets
Hi team, we've opted to use a Priority Based SLA for our ticket desk. I understand that we cant apply a default Priority value on ticket creation for, say, Medium Priority and for Zoho Desk to calculate a standard Response and Resolution time based on
Need information to understand why api calls sometimes failed
Hi Support, From CRM workflow Rules I trigger a deluge function. Sometimes this function succeeds and sometimes it fails with the same params. I need your help to understand what failed, I only received poor information like : - Error at line : 566,
How to switch back to regular email after trying salesinbox
I tried using Salesinbox but after realizing I could only use one IMAP I could see it was not going to work out. My best bet if I want to use Zoho is to stick with using the regular email client so I deactivated IMAP and then found that email.zoho.com
Sync issues between Zoho Books and CRM
I'm trying to do async between "accounts & their contact and stand alone contact (in Zoho CRM)" and "contacts & contact persons (in Zoho Books)". It's listed in the integrations --> Zoho Apps --> Zoho CRM. It's saying this integration is active, and the
Shared field between modules
I want to set up an field in the Accounts module that shows when a customer's maintenance contract expires. I want to then be able to have a field in our Cases module that displays that date. Is this possible?
Relay access denied from Gmail for Zoho setup domain
My domain is setup under zoho with correct DNS. Sometimes, when users email, they receive this email in Gmail/Yahoo: Gmail Error Message received by a user DKIM/SPF and everything else is setup as Zoho wants. I would love some help. Thank you!
Aggregate Sum in Qry
Hi I have a table (1) with numerical values in it I can sum these values to get the correct answer but when I join that table up with other tables that have more rows than Table (1) the sum function will return the sum of all the rows in the query given
Zoho WorkDrive API Authorization Problem
I am trying to make use of the Zoho WordDrive API with the following documentation: https://workdrive.zoho.com/apidocs/v1/oauth2authentication/authorization-request. Now I am trying to make it work but I get the following error: Invalid Redirect Uri Redirect
Say goodbye to monotonous clicking!
You can now select all records that belong to a custom list view in one shot. As part of your follow-up activities, you may have to perform certain bulk actions to all records in a custom view often. But up until this point, this was not possible. You
Whatsapp plug in
Is there a way to have a whatsapp plug in in zoho site? I now I can link https//:we.me/phone number, but I would like a button that be allways visable even when I scrowdown the page
Creating a deal from contact
Hello, can you help me please with example function for creating a deal from contact This is the function im trying to implement but when the deal is created with this function is not attached to the contact continfo = zoho.crm.getRecordById("Contacts",contId.toString()); mp = Map(); mp.put("Last_Name",continfo.get("Last_Name")); mp.put("First_Name",ifnull(continfo.get("First_Name"),"")); mp.put("Lead_Source",ifnull(continfo.get("Lead_Source"),"")); mp.put("Description",ifnull(continfo.get("Description"),""));
Community Digest: Samenvatting van November 2021
Beste Community leden, We gaan morgen alweer de laatste maand van 2021 in, en dat betekent dat het tijd is om terug te kijken op de maand November. Deze Community Digest is een samenvatting van wat er in de afgelopen maand is gebeurd binnen de Zoho Dutch
Populate a dropdown list from an API source?
Hello, I would like to populate a dropdown selection on for a new lead based on a list of choices from an outside API source. Essentially we will be selecting the type of vehicle a new lead has based on several filtered dropdowns. Select the Maker (i.e. Ford, GMC, Dodge, etc). Select the Model Select the Year The list is very large and is updated constantly due to new vehicles coming out. Is it possible to do this?
Sub forms field limit
Hi, The maximum number of subforms in a module is 2. I need more than that. Could you please increase our limit? Also, the maximum number of fields inside a subform is 8. In Zoho Forms, it is 20. We'd need the Zoho CRM's subforms limit to at least be 20 so we can correctly integrate Zoho Forms with CRM. Use case: Our client is filling a commercial mortgage application. He needs to fill in a subforms all of his current Real estate assets. The subform, located in Deals, then triggers a custom
Auto Add Tasks To Won Deal
Hi there, I have a set list of tasks that needs to be completed after a deal has been won. Is there anyway I can set these up to auto-generate after I've confirmed a deal has been won?
How to add a button to an existing related list in sigma
There is an existing relationship between Deals and Quotes that is built into zoho crm. We have made a button in sigma that will create a sales order and launch the associated creator app with the id of the new sales order. This is visible from the Quote
Why do I have same related List two times on the Contact Page
hi i linked the products as related list in Contact. But my problem is that Products is showing two times as related List (Photo attached), they looks to me independent as when i assign products they don't show automatically in the other list.. When
Use Custom module as Products Module.
hi We are using the Zoho CRM for Real Estate company. We sell property (products) to contacts. I tried to use the Products module to store all the property detail. but the problem we faced is that we can not have Many-to-Many relation between Contact
Custom List Mode
Is it possible to configure the List mode so it splits tickets up into columns similar to the "kanban" countdown and status views? If this isn't an option, is there any mode that would allow a user to do this and specify which users can be viewed in that
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