Date field- allowed dates based on time
I run a business where I offer next day delivery if the order is placed by 1:30pm the day before. How do I make this a rule? At the moment I have set 'allowed dates' as 'future dates', however can I add a time element where the next day is blocked off
Holiday email tip - 3 tips to help you start your holiday email marketing
The holiday season knocks at your doorstep with a clear message, it's time to begin your Holiday Email Marketing. Like every year, this year too the pattern will revolve around, reaching out to the contacts at an appropriate time with the content of their
Uploaded contacts have disappeared
I have uploaded 79 contacts this afternoon and they are not showing in my contacts. I presumed the upload had been unsuccessful, so I repeated the upload. The second time I did the upload it skipped the contacts as they had already uploaded. An hour
How to show/hide a field based on the time period in ZOHOform?
As part of my company's collection and delivery requests, I have created a Zoho form. When I realized the team was receiving calls at the last minute, the drivers were forced to become firefighters due to the unprofessional coordination of the event coordinator. Hence
Create Work Drive folder From Estimate custom field
Hey so we are an event company and usually work with files provided to us by clients. Our sales people often times are in contact with the clients and our tech people are the ones doing the work. Clients usually send their media to a sales person who
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"New Mail" indicator no longer there.
Hi I have three Zoho mail accounts and am using them all with one web browser (Opera). Up until today the "Mail Accounts" selector (on the bottom left of the interface) would display a red circle beside the account name if it had any new mail. That
Changing Lookup field to point to moved form
When I originally set up the application, we were prototyping multiple different approaches. To avoid having to set up the same config again and again, I put the config into a separate app. We have now decided on the approach we want to use and I am moving
Dynamically add fields to a document using API
Hi, I want to upload a document to zoho sign and send to to the client using the API and have the fields for the client to fill dynamically added to the document. Is it possible? Thanks.
I want to handle Lead Assignment Rules by use API. Is it possible?
I have done the zoho API data for create lead. I create some Rule into condo project and I want to handle Assignment Rules for change Lead Owner. Is it possible to handle by use API? Thanks
Setting up domain with Zoho for email hosting
I currently have my email hosted at my webhost. But I want to start receiving mail at Zoho. My DNS is managed by cloudflare. The thing is the email I will be using to create the account is the email I will be creating from within zoho... I dont quite
How to get the <OwnerEmail> using the API endpoints?
Hello! I'm trying to write some API integrations, but the endpoint I need to use requires the passing of the owner email, and I was wondering if it was possible to read this value by using a different endpoint, because the way our interface is designed,
Zoho Expense: Product Updates for July - September 2021
Hello users, As we step into the last quarter of 2021, we at Zoho Expense are ready to feel some optimism. On that note, we have been working on a few enhancements to the app. Let's quickly run through what's been added to Zoho Expense during the previous
How do I integrate tasks from my company's External Zoho Connect network to the new task view in Zoho Email client?
Today I received an alert about Task upgrades in email. I love the idea. Very smart. However, I need access to tasks in our Zoho Connect External network. Currently it appears the upgrade only allows a connection to an Internal Zoho Connect network. We
from_unixtime() error
How can i Setup an auto-reply when clients reach us by email in Zoho Desk?
Hi, I would like to setup an auto-reply so when people sent us an email to warn us about a problem, they get an auto answer. I didn't find where i can set that, can you help me please? Thanks Alexis
Popular Articles Remove in Help Center Portal | ARTICLE REPORTS
Hi Zoho team, Will deleting Popular Articles in Help Center affect the Reports availability? Please let me know. Thank you. Best regards, Lizz
Extra fields in my area
Hi, currently for our business we only show title, department, creation time, ticket number and status in the main box in the "my area" section for customers. We are wanting to display more fields in here how do we add this customisation? In addition
How to enable only working days for scheduled workflow actions
I am facing a problem with virtually all the different workflow notifications and scheduled emails I have set up where it counts Saturdays, Sundays and holidays towards the days or hours. The holidays I can live with but the weekends has thrown a wrench
error 553 relaying disallowed, invalid domain
hello, when sending the email returns the following error: error 553 relaying disallowed, invalid domain institutodosonodepelotas.com.br thanks
Erro nos Registros MX
Os Regsitros MX, estão configurados de forma correta no registro.br porem o zoho não reconhece os mesmos, ando sempre esta menssagem
How do I remove the right sidebar on Article pages?
Hello, I can't see the option but I am really hoping that there is an option to publish an article with full width. Please let me know. Thank you
Service Industry - Potentials Won and automatic creation of project
Hello, I have been asking myself if it would be possible to get the option to create automatically a project once the Potential is Closed Won. The current package seems to work on the assumption that sales and potentials are for goods but we are working in the service industry and the potentials are project-based. This integration would make sense since there is now the Zoho CRM Plus license. Any ideas and suggestions are welcome Regards, Victor MdS
How to jump from an invoice into the customer record for that invoice
We have a lot of customers, some of them, unfortunately, have the same name. If I am in the invoice module and I am viewing an invoice, how can I easily jump into the Customer record that is tied to that invoice? I don't want to have to go into the "Customers"
New user cannot create zoho account to join my crm. "Invalid Request" error
New user is trying to create zoho account to join my crm by clicking on link in email invite and by manually copying and pasting link into browser which brings up this "Invalid Request" error? Have tried different browsers etc, and same error populates and this user isn't able to create zoho account and join crm??
553 Relaying disallowed
Can anybody in support check the settings for @simonranson.com domain? I’m unable to send mails, but receive okay. DNS is correct (however MX fails checks for some reason). I have verification set too. Thanks simon
KEEP RECEIVING "Mail Forward Failure"
Dear All/Readers, I keep receiving "Mail Forward Failure" even though I already deactivated the forwarding mail address long time ago. Any idea how to resolve this issue? Regards, Indra D.
Duplicate Check Function in Resume Inbox not working
Hello, Good Day. For two days now, after your recent update in zoho recruit, the “Duplicate Check” function in the “Resume Inbox” under “Resume Management” is not working because existing candidates having the same email ID are being added instead of overwriting the old candidates with new details. This happens when an email with a CV is sent to our zoho email and when it is parsed to the Candidates module, if it has an identical email address existing on our database, it just creates a new candidate
PWA support for Mobile and Tablet views in Creator
Hi When (if not already available but really well hidden) will the PWA display on a mobile device be able to use the view configurations set up for Mobile and Tablet in creator. Using the Zoho App on the device is not practical as it's a pain for a customer
blank emails
Hi I have several clients on Zoho mail. 3 of them including myself complained about an event this morning : - blank emails in the inbox (pop3) - missing emails in the inbox (pop3) The missing Emails are accessible in the webmail version of Zoho mail but are somehow currupted when downloaded... Please advise.
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I have this email carol@user.com.sg, but I couldnt send outgoing email. Can you please help?
Contacts sync BTN CRM and mobile - Without a Google account
Hi, if I don't use Gmail / G Suite / Google workplace, ( my email account is at zoho mail ), how would I sync the CRM contacts with my android and or ios device?
recover an email deleted
Is it possible to recover an email deleted from the trash?
auto-save attachments in replies
Hi, Is there a way to automatically take all attachments in replies and add them to the attachments of the ticket? Thanks Paul
Why is there no Undo button when editing a Zoho Campaign pre-made template
I accidently delete the content from a column and couldn't undo.
Community Digest: un resumen de septiembre de 2021
Community Digest de septiembre de 2021 ¡Hola a todos! Os doy la bienvenida a un nuevo digest de nuestra comunidad en español. En esta ocasión, quiero aprovechar este momento para daros algunos anuncios: Meetup sobre Canvas para Zoho CRM Ya queda muy poco
Need a Sample script to create contacts and sale order using PHP.
Hi, As I am new am just trying to add contacts and creating sale orders for that contacts using the API. Am new to this. It will be helpful if someone provides me the sample PHP + CURL code to work. Thank you in advance.
Updating Completed_on field in a Task
Is there a way to update the completed_on or completion_date field on a Task, whether it be when closing it or after it is closed.
What is the best way to communicate with customers when running tasks in zoho projects?
We use zoho desk as a way to centralise communication with customer for any work we do, so we keep using it even when using zoho projects as we need a way to separate communication threads/requests, but this causes duplication of work where we have a
Stage Probability View sort by percentage
I cannot get the kanban view to sort by probability percentage. Please help
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