How to show product quantity into Zoho Form Textbox?
i google it but found nothing. I wonder if the current Zoho Form could be added with a textbox containing a quantity value from Zoho inventory?
Associating Custom Templates to the Sales Order
Hi there, I am creating a custom template for our Sales Order. I used the help given in the page https://www.zoho.com/in/inventory/help/settings/templates.html#content At the end of the page, it is given "The next step is associating your newly created
Knowledge base Tags suggestion feature missing
Hello, Recently me and my team have noticed that tags suggestion is no longer available, when creating new articles. As a 'suggestion', I mean exactly this feature shown below. For example, in our Help Center we have several articles tagged with the term
Reverse dns
I have set up all the records for my domain, but want to set up reverse dns. Where would i start setting it up? What ip should i use and to what domain should that point? Also, something about an ip range or zone or something like that? i am completely
Stay Logged In on Mail Desktop
Does anyone know how to make the Desktop Mail application stop asking you to log back in every week? It is driving me nuts. I can't find a setting anywhere that will stop this behavior.
Functions on the QR Code/Barcode Result
Hi, I would like to read a QR Code and if it has different variables only use what I require. So if the result of the QR Code is: {"var1":"value1","var2":"value2"} and I just want the "value2" part then a mid and length function would be required. And
Deal that stopped payment
What kind of stage or solution would you come up with when a certain deal stopped paying? our industry sometimes have customers that disappear somewhere in the deal process. Would you mark it as lost?
Tâches d'appels
Bonjour, Une question, je commence à travailler sur Zoho après une longue expérience sur Hubspot. Sur Hubspot je pouvais créer des taches d'appels qui lorsque je les fermais venais s'incrémenter dans mon tableau de bord. Visiblement aujourd'hui une tâche
{"code":9039,"message":"Unable to process your request","status":"failure"}
I am trying to create and send documents in zoho sign But getting the error " {"code":9039,"message":"Unable to process your request","status":"failure"} " Template is created in zoho sign and getting template id from its URL. Is there any problem with
Les actions rapides dans Zia Search
Bonjour à tous ! Aujourd'hui, une astuce qui vous fera gagner un temps précieux lorsque vous faites une recherche unifiée. Nous vous avions présenté il y a quelques temps la recherche unifiée dans Zoho One, Zia Search, dont vous pouvez retrouver le détail
Issues faced with Zoho books API
My application needs to send a payment link to the customer via SMS. Capture the payment and the send a payment received notification back to the customer via SMS. I have gone through the Zoho books API and I observed: 1) No API to generate payment link
Envío de formularios / Submit forms
Hola a todos/as! Es posible hacer un flujo, que cuando se de por ganado un presupuesto, se envíe al cliente un formulario o un link a un formulario? La idea es que el cliente pueda llenar una encuesta. La opción de satisfacción del cliente es útil, solo
Is it possible to get the number of territories expanded in our CRM?
Is there a way to surpass the 150 limit of territories?
Combine Python SDK and Extension in one Marketplace application?
Hi there, We have already got a functioning ZOHO CRM Python SDK instance running to push and pull data to and from a Third Party app. However, we also want to make some interface changes, ie. custom buttons and modules to the ZOHO CRM interface - Looks
Search Function Not Working for Imported Emails
We sold our business, so I wanted an exact copy of all of the existing emails in our Zoho mail account before turning it over to the new owners. I opened a new Zoho account and imported all the emails over with file folders intact. My new Zoho mailbox
Zoho CRM Notification API does not send notification for Leads and Deals
Dear Zoho community, we are experiencing a weird problem when enabling Zoho notifications via the Zoho CRM API. We are able to successfully enable Zoho notificiations from the Lead, Deal and Contact module by calling this endpoint, see https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html .
MX Verification fails even though the records are set correctly
We renew our domain we set all records, but zoho still fail in to verify the MX records for example spf y dmarc were verified correctly please see the screenshoot we are able to receive email but no send it we get the error 553 code realyin disallowed
Facebook connection in Contacts is rarely able to find my friends
For whatever reason, when I go into my contacts and click on the Facebook button to search for the contact, I am rarely able to find them - who are my friends on Facebook. I have connected a few people's profiles, but others, I just cannot find them.
Error "This user does not exist" When importing Customer .csv files on Zoho
I keep getting this error, when trying to import my customer details "This user does not exist" "None of the rows can be imported" WIth all the records being skipped and none available for import. Please Help. Thanks
Hiding HTML Snippets on Zoho Creator Pages
I want to add some more HTML snippets onto a Zoho creator Page so that I can show the state of progress within the customer journey depending on the services we are providing for them. My question is, I have the snippet object working fine but when there
SalesIQ filter out users who sign in
I would like to investigate website performance of only those that are not existing clients. One easy way of doing this would be to be able to filter out any visitor who logs into our website. We have a specific login page, so I would simply like to
Replied to ticket email and Zoho created a private comment.
I had a ticket today where a client added a new ticket to their custom helpdesk portal. I received the notification and replied from my email. The email address I replied from is the same as my agent email. When I checked the portal later when I got back
Tip #4: Prioritize and narrow your focus by removing contacted visitors from the rings
Ensure that all the visitors on your live view are ready to be contacted by hiding the visitors connected to other operators. When a prospect appears on your live view rings, it is ineffective to manually check if they are chatting with other operators
Attachment limit
Hi Zoho Desk Team, Is there a limit on how many attachment can a user add to a ticket? Also, where does the attachment go? in terms of data security, is it stored in cloud or something like your database?
Function for assigning a Contact to a Campaign once a Deal has been Won.
Hello Zoho, I have found that I need to create a function to complete the process. I am struggling with sorting out the Deluge Function and script needed to assign a contact from a newly Won deal. I have setup a workflow rule in the CRM, have the Campaign
Additional Fonts for Help Center - Segoe UI
Please add Segoe UI was available as a font for the help center.
Kaizen #14 - Notification API
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss the Notification API in detail. What is a Notification API? Notification API allows you to get instant notifications whenever an action is performed on the records of a module. The system notifies you of the event on the URL you provide. You can also enable notifications based on a specific operation like create, update, or delete. Channels for notification You can create individual channels to 'watch' set
Automatic Close Task When Field Update
I've tried all forms of contact with Zoho and this still can't be figured out. I was told to just changed the task in the workflow to "Complete" but if I do that, it'll edit the task for every single workflow.. Scenario: When a new lead comes in it assigns task "Contact New Lead" with "Status: Not Yet Started". After the sales rep makes their first call, they update a field titled "Made Call 1". After that field is updated, the task "Contact New Lead" should close automatically and a new task should
Zoho Forms Mobile Push Notifications Not Working
I'd like to make use of mobile push notification in Zoho Forms but it doesn't seem to be working. Are there any specific requirements to uses this feature? I can't find any documentation aside from the configuration instructions: https://www.zoho.com/forms/help/push-notifications.html.
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Support Ì get the above error for my domain fliptechsolutions.com when trying to send an email. Please assist. The domain expired recently and renewed. regards Mathew
Zoho Forms and Zoho Desk Integration with Condition
Is it possible to create a rule in Zoho Forms that integration into Zoho Desk will only be performed if a condition is met? I'd like to create a dependency that a Form submission will only be integrated into Zoho Desk provided a certain condition is met.
Can't acces zoho docs -> get's me to workdrive
Hello dear all, So I signed up for a zoho account. Every Time I try to open Zoho Docs, I'm brought to Zoho WorkDrive. I tried another browser, still the same. I had a trial for workdrive which is now expired. Not interested in WorkDrive though. Any tips
Writer and Sign
I have set up a number of workflows which goes form → merge document → Zoho sign but the documents are not being sent for signature? Why is this not working it worked fine during a free trial.
Is it me or is Zoho mail painfullly slow
Response time from Zoho mail is way to slow to be usable at this point. I have 100 MBS broadband — no WiFi’. Is there a know issue and when will it be addressed>? ty
How to fix error?
Mailer: Zoho Mail Invalid Input (404) - URL_RULE_NOT_CONFIGURED
Filter for a lookup field: Value in field cleared on Edit
When I edit a record with av lookup field with filter based on an other field in the form, the field value of that field is cleared when form is loaded. Is there any work around to secure that the vaule is kept in the field?
difference between a customer, contact, user and an end-user ?
Hello, What the difference between a customer, contact, user and end-user ? these 4 terminology are used in different parts, but are they the same meaning or different ? Can someone give them a clear definition for each of them ? Cheers / Olivier
Help Center in a Iframe
Hi guys, I've been trying to embed the Help Center in a iframe but I get X-FRAME-OPTIONS error becase the web with the iframe is in a different origin (domain). I wonder if there is anyway to avoid that problem. Maybe if I map the domain in Zoho Desk (https://help.zoho.com/portal/kb/articles/support-customers-from-your-own-domain) could this problem disappear? Thanks in advance, Regards
Custom Fields in Multiple Languages
We are looking to set up an implementation where the end user may speak one of two different languages. Is there a way to make the custom fields have both an English and a Spanish variation?
Auto populate lookup field
Hello, I am trying to achieve the below and I am not sure what would be the best approach. Can you please advise? I have created a new CRM custom module named "Investors". Some of the fields within this module are lookup fields called "Adviser" and "Adviser
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