How do I populate a Subform with data that already exists from a lookup field in the main form
I have searched the help options for information about this, but can find no example that fits what I'm trying to do. I have a main form with several subforms for which I need different reports (already set up). Each of these reports needs to be sorted by the same fields which recur throughout, Client, Course, Provider and Trainee (all have their own forms). How do I avoid having to enter this information separately in each subform? It all appears as lookup fields on the Trainee form where the subforms
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How to reconfingure email account if we change our web hosting server.
Dear Support, Recently our client changed to a new web hosting server and migrated their existing website. Everything is ok with their website after they repointed their domain name to new web hosting server. But unfortunately, they overlook on their zoho email setting. And now they fail to send or receive email. Please advise on how to resolve this issue. Do they need to just edit their zoho mail configuration? If yes, pls guide us. Or they need to start all over again? Thanks.
How to add my client for their web design project
Hi I'm a web designer trialling Zoho Projects and I've set up the milestones, task lists and tasks for a client's web development project. I am seeking advice on how to add my client to the project but not necessarily to view all of my tasks (many are process/admin type of lists which I don't need them to view). Currently I have many jobs on the go and I am emailing clients with issues such as mockups to check, chasing them down for content and anything in between! The emails are driving me crazy
Zoho Mail can't recognize MX records
Hello everyone! I set the MX records in my domain properly yesterday afternoon and Zoho inboxes are working great receiving e-mails. No problem at all. However, my Control Panel doesn't recognize them and the message "You can start referring other domains only after you change the mx records of your domain" pops when I try to send an invitation. I went to MXtoolbox and my domain is configured well (http://mxtoolbox.com/SuperTool.aspx?action=mx%3amedinahoteles.com&run=toolpage) Is it anything wrong?
Error when deleting autofill fields
Hello, I am a beginner and I did a program to fill in fields automatically, but when deleting a record in the front end marks an error. Does anyone know how to put in programming to avoid this error? Thank you so much. https://www.awesomescreenshot.
Allow Video Conferencing from iPad/iPhone
Hello Cliq Team, It would be useful for us if we were able to use iOS to join video conferances. Thank you!
Can I share my Zoho spreadsheet and database?
I do the job of data entry any I perform my job on Zoho. my question is can I share my Zoho spreadsheet and database to other websites and lenovo laptop rental. If yes, how can I do it? Looking forward to your answers.
Emailing from Activities, Tasks, Events like you can from Activities
One can go into Contacts, and choose specific contacts, then choose "More Actions." There, you can email a template to the list, or add tasks to all the contacts you selected etc. Is there anyway to do the same from Activities Tab? There is the choice of "More Actions" but it limits your choices to "mass update" or "change Owner" and that's it. No capability to email, create tasks etc from there. I use my Activities tabs to set appointments with my clients. We often have 30-50 tasks or events
How to change position of zoho messaging icon on specific routes?
There is a messaging icon of Zoho on the website. Its styling is already being overwritten by a .scss file by defining its classes and setting !important attributes. I need to change its position on some specific routes only. The website is in angular
Unable to send message
I'm trying to respond to an email and I am getting an error message. Unable to send message;Reasonz: 554 5.1.1 Mail sending blocked for the domain: [heapanalytics.com] Please help fix
Banking Permissions - Transactions vs. Viewing Balances
Here's an idea for an additional layer of permissions. Under the permissions for Banking, it would be nice to have a yes/no option for allowing the user to see account balances. The use case here is that we have bookkeeping users that need access to banking
Workaround Needed - Reporting on the modification of specific CRM fields
Hi there - I understand that it is not possible to report on the modification of a specific CRM field. Ideally, we need to report back to a client when a field has been completed or changed (collection or modification of email addresses). My workaround so far has been to add a date field - you add an email address and then you time stamp this addition using an added date field. I have seen reference to the creation of scripts or the use of workflow rules to overcome this inability to see field
No connection between Workplace Pro user folders and Zoho One user folders
Hi Community, as a small company, we had five Zoho Workplaces user, all of whom could access data in the workplace. The cooperation is great. But now I am the only one who switched to Zoho One. However, now my team and I can no longer access the same
Trigger from Desk to CRM to create a task using flow
Hi there, I'm trying to setup a flow where i trigger when Desk reaches a specific status it will create a task in the CRM under the correct account. I am able to create a task, but I can't get the task to attach to the correct account and have the account
Using Zoho as a Service Provider with Salesforce as an Identity Provider!
Hello all, I have been trying to establish a SSO between Salesforce (IDP) and Zoho (SP), I did everything as shown on internet yet, when I click on the Zoho org in my Salesforce Org, it throws me to login page, and in case I am already logged in, only
How do I see the files(pdf,etc.) in a Zoho Creator Report instead for a file link using File Upload?
The usage of file upload filed in zoho creator forms is to upload a file link but I have a doubt that this field value in report can show the whole file like image field instead of file link (attatchement). Is this possible to do or not? I am new to Zoho
New Import Interface - Paste Data & Run On Add Scripts
Since the new Import interface has been pushed out, the ability to Paste Data directly has been removed. This was something we were using very regularly to quickly and easily import information. As far as I can see there is no way of doing this at the
Where are the branding capabilities in Learn?
We want Learn to appear as our corporate resource to users. Therefore we require the ability to brand - not just a custom domain, which is also necessary and we see how to do that (thank you). Specifically we need to know how to do the following: Change
Unable to send message: Reason 550 5.4.6 Unusual sending activity detected. Please try after sometime
I have already unblocked the account, but still I can't send email and I was supposed to send this file 6 minutes ago maximum. So please fix it and also revert time backwards so I can send it on time, thanks. Kind Regards Account Block Information There
553 Relaying disallowed
Buenas tardes, desde hace días tenemos problemas con el envió de correo, recibimos pro no enviamos nos retorna el error 553 Relaying disallowed, los MX están correctamente configurados. Sin embargo recién expiro el dominio ya fue renovado pero no podemos
Help with Bulk Write API - Accounts Module with custom layout
We are trying to update our Accounts module via Bulk Write API for the first time, to test it we prepare a CSV file with only 2 records Layout,id,IM_Balance,Ingram_Micro_Line_of_Credit Zoho 3.0,1118734000025841001,1.000000,1.000000 Zoho 3.0,1118734000025841001,1.000000,2.000000
blog post publishing date
Hello, I'm transferring my current blog to zoho sites. I have manually added in all of the blog posts and have backdated the publishing date, however, when I go to my blog feed they are not appearing in chronological order. How do I change this so my
Redirect on logout
Hi, I am using Zoho Creator forms and views embedded into my own website. I would like to include a logout link on my own website which triggers zoho logout but then redirects back to my homepage, rather than Zoho's homepage. Both the URLs 'http://creator.zoho.com/logoutpage.jsp' and 'https://accounts.zoho.com/logout' leave you on Zoho pages. Can you please tell me the correct URL to use to logout and redirect to my homepage? Thanks, hdptcar
Save Filters for Future Use
I have configured a filter and clicked Find, is there a possibility to save this filter as a View for future use as this is a filter I will be using frequently.
How do I sort by custom fields on tasks in Zoho Projects ?
Hi, Is there a way to sort tasks by custom fields ? Best regards, Sujani.
Rebranding Zoho Assist unattended
Is it possible to rebrand the Zoho Assist unattended app?
Option to add 'Epic' is now supported in the Zoho Sprints mobile app
Hello everyone, In the latest version (v1.2.3) of the Sprints iOS app, we have brought in support for the option to add and edit an epic from the mobile app. You can do so by following the steps given below: Go to the Sprints mobile app. Select the 'More'
Export Report to Excel - Numbers show as "Number Stored as Text"
Exporting a report from CRM to Excel 2010 results in numeric and currency columns showing as text values rather than numeric values in Excel. Each numeric cell will have an error indicator as shown below. Converting these cells to numbers has to be done
New in WorkDrive: Meet the improved file preview
Hello everyone! We are back with another exciting update for this month. In case you missed them, you can find our previous updates here. WorkDrive supports 160+ file formats which means you can quickly view files without having to open or download them. For this update, we have added a couple more enhancements to improve your file preview experience. Audio and video preview: You can now choose the speed at which a media file should play. The available speed options are .25x, .5x, .75x, 1 (normal),
Hi I have an error code 553
I’ve recently renewed my expired domain however now I can’t send email anyone can help me with it?
Illustrate concepts effortlessly using Feather Icons in Zoho Show
Hi All! As you know, presenting data visually on a slide deck helps your audience get a better understanding of your subject. It also enables them to visualize the concept and take appropriate actions. A vector icon is an ideal option for visually
Upcoming Events only shows one week
I have calls scheduled months out in the calendar but I am not able to see them in the Upcoming Events widget in the project dashboard. This has made it very difficult for me to find if a client has a call scheduled and when it is, which is costing me
How to track form submissions in Google Analytics
I've been looking for a solution to track the source of the conversion (social media, google ads, organic, etc.), so far I just found a way to place the Analytics ID (universal) in the acknowledge section but didn't trigger an event or anything.
HOW TO Get Related Records from Zoho CRM with custom module ?
Hello, I dont find any réponse, how to get all related Records of a custom module assigned to account module ? My code : lst_contrats = zoho.crm.getRelatedRecords("Contrats", "Accounts", account_id.toLong()); Contrats is my custom module And Each contrat
Can we use Zoho Social to manage all of our FB and Google Ads?
I wanted to know if we can use Zoho Social to manage all of our FB and Google Ads. This would allow us to publish ads, track the ads etc. from a single portal. Let me know if there is any possibility.
【7/28〜7/30】Zoho CRM 管理者向けトレーニングのご案内
Zoho CRM を導入して間もない方や、基本機能を振り返りたい管理者におすすめの Zoho CRM オンライントレーニングのご案内です。 ＞詳細・お申し込みはこちら：https://www.zoho.com/jp/crm/crmtraining/ 初期設定を一緒に行うハンズオンをはじめ、 レポート作成・項目のカスタマイズ・他Zoho サービスと連携してできることなど、一通りの機能をデモを交えてお見せします。 コミュニティユーザーさまの中でもご興味のある方がいらっしゃれば、ぜひ参加をご検討ください！
Sandbox API with Python SDK
Hi! I'm currently looking to run some tests using the sandbox with Python. I managed to configure the sandbox by creating a new secret under https://api-console.zoho.com/ but investigating a little bit I saw the SDK has an option to use sandbox by configuring
Twitter Chat on Email Newsletters—July 8, 2021
Hello everyone, You're all invited to join us for our Twitter chat that will take place on the 8th of July, 2021 from 10:30 AM - 11:30 AM GMT (4 PM - 5 PM IST). We hope that this one-hour twitter chat will help you kick start your newsletter and improve
Reply All Does Not Work In New Email Version
When users attempt to `Reply All`, not all contacts from initial message are included. Original Message Reply All
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