Upload attachment from ipad
We need to Upload attachment from ipad for candidates! After we use Noteablity to finish interview, we would need to upload the interview notes of the candidate in recruit. Now I have to upload files to computer first then use computer to upload the file
Bug with email reminders "when" date select
Hello, I have identified a bug in ZohoMail where you can only set a reminder date once on an outgoing mail. To reproduce, 1. Create a new email message. 2. Choose Reminder Options. 3. Change the "When" date to next week. 4. Close the popup/modal. 5.
Get a list of Date in Zoho Analytics Database Query
Hi, is there an option for me to populate a date in the query? For example, 2009-01-01 2009-01-02 2009-01-03 2009-01-04 2009-01-05 2009-01-06 2009-01-07 2009-01-08 2009-01-09 2009-01-10 2009-01-11 2009-01-12 2009-01-13 is what I am looking for the column populate. I am looking forward to have this. I will also LEFT JOIN the other table 'Date' into this populated date.
Exporting a report to a specific format (following company brand guidelines)
Hi, I would like to start a discussion on the different ways to format a Zoho Analytics Reports in order to follow company brand guidelines. I would like to know if any of you had some suggestions on how I could make the format of my reports more seamless
Google or Microsoft for Recruit Integration
Hi, I have been a Zoho Recruit user for about 5 years. I have, to now been using, Google Calendar to display my todo's from Recruit. My mail is IMAP and this does not function at all with Recruit. Which is poor. My email is hosted separately by an
Build Custom Applications using Zoho Creator!
Zoho Creator is a low-code app development platform that enables you to build custom, mobile-ready apps. You can create your applications to automate workflows, in-house processes and manage databases. Zoho Creator App Development delivers a first-of-its-kind
4 exciting enhancements to enrich your digital training experience
With access to education having been made much easier through eLearning, the digital education marketplace is now making greater strides. To keep up with this exciting pace, we're excited to reveal ShowTime's latest enhancements, released over the past few weeks, to make your training experience more enjoyable and productive. Re-order your On-Demand training materials to suit your convenience When you customize On-demand courses, there is always a specific order in which you want your learners to view your
Deleted a email username and want to recreate that same username.
Hello, I have deleted the username jpeterson@trailfortwo.com but I would like to recreate that same email. It is not letting me do so because it says it already exists. I would like this email to become the admin for my email. Please help. Thank you, Jonathan
How to request a read receipt?
There is no ask for receipt button that I can see.??
Unable to delete individual Activities in Google Chrome
Unable to bring up the delete confirmation panel when attempting to delete individual activities in CRM from the activities detail page. This function works correctly in Safari though. The only way is to go to the activities module list and try and search
IMAP Email integration
You only have POP3 integration, which seems to mark EVERY email as read on my email hosts servers and in outlook. This has already been highly detrimental to business, and i've had to disable the function. it's the only way to properly add emails received/sent
I'm tired of trying
I have tried to log in, I've reset my password and I keep being taken to a page that is having me to set up an account, when I already have one. What the hell is going on. I see the message create an account as my name at zoho or create a domain based
How to recover deleted emails from the trash
I have deleted all my inbox and outbox messages, and also e emptied it from the trash can it be recovered? :(
Zoho Assist duplicate unattended entries
Hi! I have several items in my Zoho Assist unattended list that I no longer need. 3 of them were from a client that did not know how to install, and they ran the installation 3 times. I only need 1 of those 3. The other devices are devices I no longer
Mail Incoming blocked. Reason :Mail Box disabled. Mail Fetch has also been disabled for any active POP accounts.
Hello Please help me my account has been blocked automatically
SQUARE Payments recorded incorrectly
Dear Zoho Team, I recently integrated Square and I have been struggling to reconcile payments. Often, a transaction from Square into my account is split into different amounts and does not equal the amount that is transferred by Square into my account.
HTTP Status 401 - Unauthorized Access
Hello, I just signed up our company with Zoho CRM. I followed the confirmation link and attempted to login to the CRM site. We get the following error page on two different computers running IE and Firefox. HTTP Status 401 - Unauthorized access type Status report message Unauthorized access description This request requires HTTP authentication (Unauthorized access). Apache Tomcat/5.0.28What do I need to do?
Zoho CRM C# API LogIn
Hi guys, I hope you can help me with this one: I’m developing an App using Unity3D (the game engine, which uses C# and JavaScript) and so far I’ve been able to access the Zoho CRM API correctly, getting refresh and access tokens, making GET and POST requests.
Customer Service for New Zealand
Hi there, is there is customer service line for Zoho in NZ/Australia. We are using Zoho and we find it highly useful, but need some assistance with some setup features? Thank you Vinny Reddy Business Development Manager
Focus Group webinar - Multiple Sandbox and newer Sandbox enhancements
Edition requirement Enterprise and above, CRMplus, Zoho One Feature restrictions NA Feature role Amongst other things, Multiple Sandboxes provide multiple testing environments for different users in an organization Webinar details 14th December 2021 Session
Flow creating Zoho Project from submitted Zoho Form
I am trying to use a form to auto creat a Zoho project, which is working. However, I am trying to insert multiple Zoho form fields onto a single multi line field in projects. When I map multiple form fields I would like a carriage return/break/line feed/etc.
Celebrating 200+ extensions for Zoho Desk
We are thrilled to announce that Zoho Marketplace now houses over 200 plug-and-play extensions for Zoho Desk. Deliver exceptional customer service experiences every single time and build long-term customer relationships. Find extensions for Zoho Desk
Tips and tricks #52: Present data visually on a slide using the different shape options in Show
Hi All! In addition to the shape options we discussed in the previous post, Show offers a few more elements under Shape in the top bar to help you create beautiful presentations. Indicate quantifiable data using Smart Elements Smart Elements are useful
Open questions URL in creator
I have been utilizing Zoho maker for about a year and am amazingly satisfied with the worth your convey and the special specialty you serve. I'm ready to reasonably gather information online without burning through every last cent on website composition
log in issues
Yesterday i became unable to log in on any devices unless im using the web based system. I cannot log in on either android tablet or phone using Typeapp which i have used without problems for years. I also cannot log in on windows 10 pc using thunderbird.
login not working
Yesterday my login for .eu email stopped working on the following devices: android tablet and phone using Typeapp Win 10 PC using Mozilla Thunderbird. All devices are saying password is incorrect or sending password did not succeed. I can log in on line.
Invalid API key problem
Dear Zoho team, I recently used zohos API in my web site. I used the same API key for ZOho sheet , show and editor. The zoho editor opens up smoothly without any problems. However the sheet and show give me these errors. I am using the remote API method. The errors are listed below: Sheet: RESULT=FALSE ERROR_CODE=2890 WARNING=The api key is invalid. Show: RESULT=FALSE ERROR_CODE=3890 WARNING=API Key is not valid -------------------------------------------------------------------------------------------
Updating fields on other forms
I have very little experience with Zoho and I am struggling to understand how to make forms talk to each other. I have Form 1 (Legal_Waiver) that I want to use to update a field (Waiver_Verification) to say "Completed" on either Form 2A (Student_Program_Registration)
How can change a phase deal automatically?
Hey i want to know if i can change a deal automatically according the deal complete a phase Thanks!
Invalid API Key
More than 1/2 our user base has not been able to get into our ZOHO desk app today. This morning out of nowhere users are getting the following error: {"result":"failure","cause":"Invalid APIKey"} I already put a ticket in this morning at around 8:30-9:00 and have not had a response, ETA, or any other type of information. What is the cause of this error? Nothing has changed on our end and it was working fine the previous day.
How to Copy records of Products (related List) from Contact to Deal module
Ii have created the the Products as related list in Contact and Deal module. I am not able to fetch the record from Contacts Related list "Products" using the below code. it is showing an unwanted record from Products. RelatedProducts = zoho.crm.getRelatedRecords("Products","Contacts",contactID.toLong());
Task Priority Sort
Why does the Task priority default to an alphabetical sort? The result is on a desktop (PC or Mac): High Highest Low Lowest Normal Clearly this is not what is expected with these definitions. In the iPhone app, these sort as expected: Highest High Normal Low Lowest I have tried customizing the sort priorities in field customization, and NOT checked alphabetical sort, then mass updated all of my tasks, but they still sort incorrectly. How do I get the desktop sort to function the same way as the iPhone
Contacts inherit Notes from Account
How do I get Notes from the parent Account to populate when viewing the child Contact?
Looking for a way to move my Successful sale towards a production pipeline
Hi, I am a salesrep for a german manufacturing company in germany and I work with Zoho Crm. I am looking for a way that I can move the client I closed a sale with to a pipeline that helps the company keep track of orders and shows the client the status
Zoho CRM Lead recognition and association with existing contact is broken
Zoho would normally generate a new lead from an activity, such as a website visit or chat, if there a contact (by name/email) did not exist in the CRM. If the contact existed then the activity would be added to the record. However, I have noticed that
Email to all contacts, e.g. notification about downtime
Is it possible to write an email to all contacts which are signed up to the help center for example to notify my customers about a maintenance or downtime or change? Regards
Zoho Meeting integration with Zoho recruit
Can we have a Zoho meeting integration with Zoho Recruit. We would like to Interview candidate using Zoho meeting to screen them before submitting to the clients. Also if our clients would like to interview them, we can provide the link to both interviewer and Candidate, this is enable our clients to interview and decide faster.
The best phone + sms provider integrated into Zoho
Hi, I am looking for a phone calls + sms provider that is very well integrated into Zoho. What I am expecting from this provider : - click to call from Zoho Recruit (and CRM would be a +), directly from the candidates'pages - able to send text message
Create a Recurring Task?
How can I create a recurring task? I found the blog that explains how to do it but I haven't been able to follow it successfully.
ZOHO CRM Sandbox Upgrades
Hello, Since our team started to implement more and more complex CRM projects, we came across with some limitations when using the CRM Sandbox, so here are some ideas/upgrades that will make a CRM developer more happy! Allowing data from the main CRM migrate to the Sandbox for testing purposes; Allowing modules developed in Creator to work in the Sandbox like they work in the main CRM Possibility of creating different Sandbox, like the competition allows, a kind of snapshot of the current CRM version;
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