Articles you don't want to miss!
Hello Everyone, I hope all of you are staying safe and doing well! We are back again with our monthly blog updates! This time, we have a number of blogs on some interesting and useful HR topics including PTO, employee development, onboarding, HR reporting,
How to retrofit a staging/development instance of Creator then push updates to production
Hi! I'm completely new to Zoho Creator and have been inducted (but not trained) ;-) into working on it. We have LIVE forms and updates need to be made to them. Even an experienced worker (I wish I was) shouldn't edit a production instance on the fly.
What's New—August 2021
Hello everyone, Here are the latest updates we released in August. Event accessibility settings Events can now be made exclusive to a certain audience or made available to all. Set the event's accessibility to either private or public on the Event
Open SRS Manager Domain Forwarding
Just wanted to confirm, if I wanted to point my .com ZOHO purchased domain away from my ZOHO website temporarily to another website I would go into the OpenSRS Manager and then click on the Domain Forwarding tab. Then I should be able to change the destination
how to get PDF file from read stream end point
my webapp I create read stream endpoint url and use it in this custom function contDetails = zoho.crm.getRecordById("Contacts",contactId.toLong()); header_data = Map(); header_data.put("Content-Type","application/pdf"); file_object = invokeurl [ url
CRM Document (.docx) creation using Writer API
Hi! friends I need your help with the following: 1) I have a custom module where I store sales info. 2) I have in "Writer" a document template that uses fields from this custom module that can be merged but it needs "time" to be run. 3) So I want to have
Show Payment Method
Hi, I'm new to zoho, and I have a question. In the invoice format, I put a field called payment method. If the customer chooses cash, a tendered field should be displayed. If the customer pays by card, the credit card type field should appear. I already
CRM : Ajoutez de la couleur à vos balises CRM
Bonjour à tous, Les tags sont des identifiants uniques qui peuvent être associés à différents enregistrements ce qui permet de rechercher, trier, catégoriser, filtrer et segmenter efficacement les enregistrements. Cette nouvelle amélioration a pour but
Update - Indeed Job Ads
Hello all, As of 7th January 2019, Indeed will be restricting free job advertisements from within any of their ATS partners in the United States(indeed.com) and Canada(indeed.ca) regions. Therefore, Indeed will be treated as a paid job board inside Zoho Recruit (for customers from Canada & the US) from the first week of January 2019. Refer to this post by Indeed for more information on the subject. You can reach us at support@zohorecruit.com if you have any questions/thoughts on the subject.
Zoho Sign: Product Updates - Mid-2021
Hello! We are halfway through 2021, and it has been a busy journey for us at Zoho Sign. Driven by the rise in remote work culture, the adoption of e-signatures by businesses and other organizations has become increasingly widespread. Here's an outline
Has Anyone created an App to keep track of coaching clients
Has anyone ever created an app to keep track of clients, either professional or in my business, for coaching. Most apps on the market seemed to be a massive overkill and designed to do everything. I just need something that creates client records for
Is there a way to globally rename "Account" to "Business"?
I know it's kind of nitpicky, but I just prefer to reference Contacts by their Business rather than "Account". Is the terminology set in stone or is there someway I can rename the "Account" module to be "Business" and "Businesses"?
Report Action
I have a report (Add_a_Student) action that takes the user to another form (Send_Email) and inputs the record ID from the report record into the new form. On load of the new form the original record from the report is fetched and the email field from
Set up SPF and DKIM with Hostgator
Hello, Today I subscribed to a free company email account with Zoho and I set up the CNAME, the MX, the MX2, but I still can't send or receive email from other mail providers - except within my Zoho company adresses. Zoho asks me to set up the SPF and
Managing client emails with Zoho Desk
Hi there, We are a service business with some 500 customers and email is the way we communicate. Some of our team get 50 emails per day and multiple phone calls about client projects. Our team spend many hours reading and replying to emails using their
Comment on ticket from Integromat with 'Add comment' feature
In integromat I want to comment on tickets, there is feature 'Add comment' that works fine but there is no option to choose from hwom was the comment, its automatically give the comment to specific agent in my zoho desk, is there option to control and
Knowledge base api
Hi I need to show knowledge base articles in my mobile application, while going through the api documentation https://desk.zoho.com/DeskAPIDocument#Introduction There is no such api for getting list of articles published Please help me out Thanks
Any way to adjust width of stages in Kanban view on Zoho CRM?
This feature is available in Bigin so I'd assume it'd be available in the superior Zoho CRM product right? Doesn't seem like there is the custom canvas view for Kanban boards but I'd really prefer to not create an entire new layout anyway. Just need
How do clients connect channels without giving us their social passwords?
I know I can send clients a link to the Client Portal. But the client portal does not have an area where they can connect their social channels. At the moment I think only agency owners can connect channels, which means they have to ask clients to share
Adding Calendar Account to Outlook iOS
Hi, I started using MS Outlook to benefit its perfect integration with Calendar. However Zoho gives only mail account when you setup your account. Does anybody know how I can add Calendar account on MS Outlook for iOS. Thanks
Turn off announcements pop up?
The pop up for announcements is terribly annoying... any way to disable?
how to disable this pop up window at login
Dear Support please help guide me how to disable the popup windows at login, screenshot for your reference.
Is there a way to access the ticket page from Zoho Analytics?
My Zoho Desk and Zoho Analytics are integrated, so I can analyse all my tickets data with the Zoho Analytics, but one feature I miss is a way to link the ticket data, as its ID or Subject, for example, with the ticket page inside Zoho Desk. This would
Recording VAT for Expenses Paid in Advance
Hi We are a dubai based company and need to submit VAT Return every quarter. I am having a problem with advance payment of any expense which includes VAT. We have to pay office rent annually but the period is not the same as our accounting period. For
quick access
please add, add an note and change status, to the quick access features on the candidate screen. When working in split screen with a resume open you have to click out the split screen to do these things. When recruiters are looking through 50-100 cv's
Fields not syncing on Lead Convert
I have a field called 'Website' in Leads and the same named field in 'Contacts'. However when I convert a lead to a contact the info inside the 'Website' field does not show up in the Contact that is created. What can I do to make sure the field is transferred?
No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain
I'm having this problem! Already added the CNAME config on my DNS.
, I already configured the MX in my cpanel, but I still cannot send or receive emails
Hi I hope you can help me, I have problem with the domain, I already configured the MX in my cpanel, but I still cannot send or receive emails When I check MX, if it detects them
Zoho Mail Slow Working Problem
Hello, I have moved mail server of my company into Zoho Mail completely today, i noticed something; when i got lead, mail notification was coming quickly in same minute before on yandex server but after this changing maybe it comes after 20-30 min. later.
550 Please turn on SMTP Authentication in your mail client
Message not delivered There was a problem delivering your message to vicky@stellarmanagement.co.uk. See the technical details below. The response from the remote server was: 550 Please turn on SMTP Authentication in your mail client. mail-qk0-f172.google.com [209.85.220.172]:34817 is not permitted to relay through this server without authentication. Final-Recipient: rfc822; vicky@stellarmanagement.co.uk Action: failed Status: 5.0.0 Remote-MTA: dns; stellarmanagement.co.uk. (198.252.100.186, the server
how to create simiple vin decoder
looking for build something that basis the vin number for a vechile off this information only http://www.nissanhelp.com/diy/common/nissan_vin.htm is there a way to build my own vin decoder app? where would i start?
Auto populate address of an Account after selecting it in Lookup field?
For example, in the "Quotes" module, when you select an Account it auto-populates the Billing Address into the fields. I want to basically do this same thing but in another module, i.e. I have a lookup for the accounts module. Upon selecting the account, data is subsequently loaded into their appropriate fields. Bonus if I am able to manipulate the format of the data but that isn't important.
Lookup fields auto populate
Forms: List ->has single line Onload filled Requested id, Subform-> dropdown lookup i type ,i name and multi select lookup of suppliinfo Supplier info Sample -> has dropdown lookup suuplier info,Reidsingle line field. samplesubform subform
Multiselect field insert field to email - new line each selection
In my confirmation email, is it possible to have the field come over as a new line list for each multi-select selection by the user. Email set up:
Outlook password sporadically not recognized
I have several email addresses on a domain for which I'm using Zoho mail. I mostly check my mail either using Outlook on a Windows 10 computer or using the native iOs Mail app on my iphone. Since I have 2-factor authentication turned on, I have a dedicated
Zoho Smtp is not sending mails
HI Team, Am using zoho smtp to send mail. But when i tried to send mail its giving below error. Plz check the php file in attachment section. 2021-09-01 16:40:52 Connection: opening to ssl://smtp.zoho.eu:465, timeout=90, options=array() 2021-09-01 16:40:53
Embedding video and pdf files into KB articles from Workdrive
Today, I've asked about a problem that we do have with embedding Youtube videos into KB articles. We were thinking of switching to Zoho's cloud sharing solution Workdrive since a long time and we did discuss this subject among our Tech Comm team one more time. We have some considerations about the switch to Workdrive and I want to list some of them in here. I also have asked some of them on the Workdrive community but I believe that the Desk support team should also look at them. Do you have the
Employee left the company, but I want their emails to forward
I had an employee leave the company yesterday. I would like his incoming emails to forward to someone else so we don't lose customer communication. I can deactivate him as a user, but I presume that turns off his email? If I deactivate him, I cannot add his email as an "alias" to someone else's email list because "the name is already taken." If I do not deactivate him, I presume I have to continue to pay a monthly license to get his emails to forward? Tying the user to the email address with no
Zoho Finance Limitations 2.0 #16: Can’t get the associated CRM Record Id of a Sales Order from Books when using Zoho Finance (CRM / Books integration)
If a Sales Order is created in CRM you can leave a note on the record or add tasks within the CRM. But if we use Zoho Finance (CRM / Books integration) how can we get that CRM record id from within Books? Standard CRM Scenario (without Zoho Finance Integration)
Creating a live feed for an iOS app to pull from
Hi there, I've set up a database and need a URL for it that I can ping with my application to pull down new entries. How would I do this? I just want the address for the XML basically so that I can point my app at it. Thanks! -Dave
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