Is it possible to attach emails to a case in zoho crm?
We use cases for service issues with client. Broken widget, needs fixed, etc... Is it possible to send an email from a case or attach an email to a case? We do have an email field within the case fields which is pulled when we relate a contact to the
How to remove an uploaded file
In my app TradeMaster (I have shared edit to support), there are many uploaded file fields. An example - "Picture_image_temp" in "SKU" Form. Sometimes, my users want to remove a picture. We have not found a way to do so. Please advise how to handle this request. Thanks.
Capturing Emails in Cases
Hi Can I push emails directly into Cases and record them as notes? Martyn
Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date
Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's
Calculating Hours between 2 Time Fields in Zoho Creator
Note this topic is regarding the newly introduced time fields in Zoho Creator and NOT the Date-Time Fields. Consider there are 2 time fields in the form 1. Morning_Start_Time 2. Morning_End_Time In order to calculate hours between them, add the following script on user input of both the fields. if(Morning_Start_Time != null && Morning_End_Time != null) { mst = input.Morning_Start_Time.getHour() * 3600 + input.Morning_Start_Time.getMinutes() * 60 + input.Morning_Start_Time.getSeconds(); met = input.Morning_End_Time.getHour()
How to update a field value from customer module to a custom field in customer payment
Requirement 1. when a new customer was created in books. we will add the sales person name in the customer's custom field. 2. when the customer make the payment, we will use the sales person for the customer to pay the commission and update the commission
ZShare adding iFrame to WordPress edit box
Hi, Just noticed that the ZShare browser extension added an iframe to the code of a WordPress text edit box. I've attached a screen shot... I'm using the latest version of MS Edge with the extension installed from the MS Edge store. On Win 10. I'd not
"Your current session expired" - everytime Notebook is opened
I am using Notebook 1.2.0 on Ubuntu 21.04. Whenever I close and reopen the app, it says Your current session has expired. Sign in again as <my email id>. I removed all the entries from App Sign-ins. Still the problem persists. Please help in resolving
Can I prepare emails to be sent a few days later?
Good day, can I prepare e-mails (rejections) and have them sent in 2 days? Unfortunately, I do not find this setting. best regards
unique id for students
Hi, I want to create unique Id on load for every new form. Based on old record value I need to create.. for example: 1 ) If I created one rec with EEE-0001, 2) Next record need to show on load side with EEE-0002 Can any one help me in doing this
Custom Functions And Automation For Smarter Docs And Spreadsheets (Powered by Zoho Writer, Sheet, and Show)
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next
Recording payment: "Mode of Payment" and "Deposit to"
We mostly get our payments automaticly via Stripe, but we still have quite a few payments which must be recorded manually. How do we set up that when we choose "Mode of Payment"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose "Mode of Payment"= Check, then "Deposit to" is automatically set to Undeposited Cash etc, etc. Must be some kind of setup to make this work. How?
Deprecating Support for Authtokens
Hello! Zoho Creator's APIs enable you to access your Zoho Creator account and includes an authentication process to secure your data. The v1 APIs use authtokens, while v2 APIs are based on OAuth verification, which is much more secure. To enhance the security of this process, we are now deprecating our v1 APIs (that will reach their end-of-life on February 3rd, 2021) and disabling new authtoken generation in an effort to use only Zoho OAuth authentication. Existing v1 API users If you are using
Community Learning Webinar - Zoho Creator Blueprint & other release updates | July 29, 2021
Dear developers, This June, the Creator team unveiled a slew of updates including UI enhancements to the Detail View of reports, an new capabilities in Data Import and Connections, and most important of all, the release of Blueprint in Creator. Customize
Update custom module record when Sales record changes
Here is my scenario: 1) Contacts come into CRM via sign up form 2) They transition to Sales module via workflow when selecting a transition of "made contact" 3) Once in Sales, if "New Appointment" is selected a new record is created in a custom Module
Introducing Notebook for Google Workspace
Hi All, Zoho Notebook is now available for Google Workspace, allowing you to increase your productivity without having to switch across tabs. You can save your important emails, back up your File Cards, turn your ideas into documents, and create new
Notepad for Google Workspace (email)
Without the ability to set reminders that automatically appear on your calendar, this solution has no practical meaning. The user takes some action to move the email content to the notebook space, and then he must navigate to the notebook to continue
Integration with google mail.
There is no way to search the notebook in the notebook window.
Failure to Sync All Notes Between Android and PC
I use both the Android and PC (desktop and Web) versions of notebook. I find that not all of my notes in a given notebook will sync between the two platforms. Sometimes 5 out 7 will sync, sometimes less. This renders the application useless. I really like the app over its competitors but it's just too unreliable to use as it is anymore. Does anyone have a solution to this problem? Thanks!
Audio censor does not work on iPad
Audio censor does not work on iPad
Can I help to translate the Windows app to my native language?
I would be glad to help to translate the Windows app to my native language (brazillian portuguese) Can I help in any way?
New feature request - add lines in manual journals
Hi I have a lot of repetitive complex transactions that require manual journals. To save time I clone a lot of the old ones then update them with the new data. It would be very very helpful to be able to insert lines above and below. There is the option
Connecting Zoho community feature to slack group message
Hi Team, Is it possible to connect zoho community with slack group message if yes how? I would like any feature post submitted to our community portal to trigger a message to the designated slack group message just like how we have our zoho desk ticket
Tags - Word of the Day #01
Tags are meta-information or keywords that can be used to represent the topics covered in your articles and courses in your hub. Adding relevant tags can help users identify materials that interest them. Authors can add multiple tags while creating articles
Permalink edit button brings up a blank page
Hi! I've been trying to update the permalink of one of our knowledge base articles without success. I know you have redesigned the permalink edit feature. The thing is - it is currently rendering a blank page instead of the permalink update pop up. I've
When to segment vs create a new list?
When using autoresponders in workflows, when would it be best to segment a list rather than to create a separate list and add or move a contact to the second list? Some situations: 1. I want one workflow and set of autoresponders for leads who did not open the welcome or second email versus leads who opened the welcome email. Should there be two lists or just segment one list? 2. I want a workflow for leads who opened the initial email so that I can provide general information follow-up emails
Sending email not working see attached video.
Hi, I am not sure why but when I sent an email from frenchy@hexagon******om.au to laurent@hexago*******state.com.au with a working drive folder share it does not send it. When I click sent the email completely disappear and have to restart again... It
Loading mails takes way too long! Since days.
Can someone tell us, why just opening our mails takes so much time? Switching between mails, sending mails, receiving mails. All takes way too long since days. It's rly annoying! We're a graphic design agency and need fast access to our mails. Can this
Single Lookup Field with Multiple Forms Relation
Hello, I am trying to create a new proposals tracking & sales incentives calculation application for my small-insurance business where sales persons sell different types of products (Life Insurance, Health Insurance, Motor Insurance etc.) and earn incentives
How can I fill in an address field with a lookup field's address field in Deluge?
I am trying to allow my user to create a job and select a customer from a lookup field. When the user selects the customer, they have the option to select a decision box "Job Address Same as Customer Address." If this value is true, the customer's address,
Creating Widgets in Zoho SalesIQ using Webhooks
What are Widgets? Widgets are user interfaces that can be built as a part of SalesIQ's platform to display information related to a conversation and also to do certain actions They are basically used inside SalesIQ to display different categories of
432,191 User Requests to Remove Last Name Required Field
Dear, Zoho and Community. DISCLAIMER: Yes, I can always put the first name in the last name. Try telling that to potential Zoho customers that say that's too hard. Last night, in my frustrations as a Zoho Partner convincing businesses that Zoho is a
Learning Series for Zoho Learn
We're excited to announce that we are starting a new learning series for Zoho Learn on Monday, Jul. 19, 2021. Watch this space and get useful information, tips, and tricks to improve your overall Zoho Learn experience.
Power Automate Emails sent sucessfully but it won't show up in Zoho Desk tickets queque
Hello there, I created a microsoft flows that send emails to Zoho Desk. I input the Zoho email address I had in the outlook 365 email exchange. The flow testing was sucessful and it said the emails were sent. However, I did not get the emails or email
Unable to submit ticket to Locast help desk: Zoho Desk says “Unable to process your request”
Hi! Locast uses Zoho Desk and I’ve double checked all the fields and Can can we help the Locast team (a non-profit) fix this problem? You may try to reproduce the issue at their public portal here: https://helpcenter.locast.org/portal/en/newticket
Layout set by department
is it possible to have 1 layout between different departments? I need the same layout with those fields and information across many departments. I can only find how to create new layouts in each department, which will take me days.
Get all messages from channel in Cliq API
Hi, I was wondering if there is a way to get messages from a channel in Cliq chat. I went through the API documentation here: https://www.zoho.com/cliq/help/restapi/v2/#cliq_rest_api but the only relevant thing was a last message info, which is not enough for a web site chat integration. Is it possible to get a list of messages from a Cliq channel? Let me know if I missed something and if there is a solution to it. Thanks in advance.
Mail
Dear Team, I would like to know why i can't sent emails from my account since our MX records, SPF a DKIM they are all configured in our DNS manager, direcao@externaotapromotora.pt Waiting for you feddback, Best regards,
Outgoing email issues
Hi there, I'm unable to send any emails out at the moment. Below is the message I see: "Unable to send message; Reason: 553 Relaying disallowed. Invalid Domain" It appears to be an isue with the MX\SPF record setup. Appreciate, if this can be looked at
Top-Right text alignment in table cell
Hello For knowledgebase articles, is it possible to align text top-right? When I have a two coloumn table with an image in one of them, the text in the opposing cell always seem to want to align center. Can you align it top-right instead somehow, maybe
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