lookup field
Hello I got a problem. I got 2 fields in my Item form , 1 Category and 2 sub category Q1. How to link a look up field to a field , I am importing my data and i got a coulmn call category , , i created a field call category and when i import data , i
Bulk edit of cost prices
I am trying to edit cost prices for Purchase Orders & sale prices for Sale Orders on number of variation, Naviagtion > Price list > Import File But when do this activity , file gets save in xls or csv but changes are not reflecting in the system, Please
Function Needed - Calculate Currency Fields Every Day in Deals Module
Hey there! I have a common issue with our clients that we onboard into the CRM that I'm hoping to solve with a custom function. Most of our clients work of a 50% deposit upon contract signing and the final 50% after the delivery of services. The goal
What happens if I delete a portal user?
Hello, I have a few employees (users) who are no longer with my organization. However, they are creators/owners of several projects (and even templates), as well as being assignees of tasks of course. If I delete the portal users, what happens to their projects? Templates? Tasks? I assume they they would all just become "unassigned" but I want to make absolutely sure as we cannot lose any of this information if I delete the users from the portal. Thanks, Jared
Printable Receving Sheet
Our shipping/receiving department still lives in the 1800's and doesn't have access to a computer. So to circumvent that, I print a copy of the create receiving screen and they put the notes on there to input by someone in the office. The problem with
Lookup
Hello , I am new to zoho , great product , but i am stuck , any idea how can i do dynamic lookup field, or when i am importing my date , it will create lookup values ( like it does in MS Access ) or any other way arould
Moving from MS365 provided by Ionos(1and1) to Zoho Mail
Hi Hoping for some advice. I am currently using 1and1 for my domain hosting and have MS365 through them. I would like to migrate my email from MS365 to Zoho Mail (but keep my domain hosted on 1and1 platform). I've read the instructions about creating
More field options for the Recruiter's kit
Hello, For the candidate's assessment, we can create a form with different type of fields (multi-select, radio, and so on..). Why can't w have that for the Recruiter's kit assessment too? When we conduct an interview (pre-screening, or however you call
how can zoho be connected to gmail?
Hello, Hope you're doing well. How do I connect my company's gmail account to zoho so that all gmail correspondence can be automated. In fact, every day I receive bulk emails discussing https://weldingzilla.com/best-welding-helmets-2021/ and have to
Stoped receiving e-mails in my outlook and iphone after enabling oneauth
As described in the Title, after enabling oneauth, my outlook and iphone stoped receving e-mails from my account. I tried to disable oneauth, but it is still not working. I asked help for an IT guy, and he said that pop is not working. Can you please
Zoho Analytics show deleted queries
Zoho Analytics has deleted my queries without me know many times. I have to keep manual backups. Zoho is unable to explain or help with these. It would be nice to be able to see the text or query itself of query that was deleted. Often, I'm unable to
Prompt Filed when Deal Stage changes
Hi, Is it possible to prompt the user with a popup window to check/update a field value when the Deal Stage changes? For example, when a Deal Stage changes to a specific stage I would like the user to be prompted to update the Closing Date field, even
[Community Webinar] Using HTML with Deluge in Zoho Creator | April 29th, 2020
Dear developers, HTML can be an easy way to expand the capabilities of your Zoho Creator applications. From dynamic pages, record summaries & emails, to providing that extra oomph on your forms. On our previous webinars, we have received requests for
.NET Error after Recent Client Update
Two of my clients have experienced the following error since the recent update (which now asks for name in addition to the session ID) I figure it is reliance on some part of the .NET framework This means I had to use a free anydesk to login which defeats
Automatic request terminal and mark invoice paid
Hi, I make huge quantities of invoices in Zoho Books (we work in B2C market) and sometimes my colleagues don't mark the good payment mode for each invoice. And, writing the good payment method on every invoices need huge time every days. Maybe somebody
Creator : Calculate Hours/Minutes between two time fields
I have two time fields and need to know how many hours and minutes there are between them (and convert to decimal if possible). Every thing I've tried is either for datetime data types; won't let me do calculations on time fields or the function timeBetween()
Cannot add chinese domain
I tried to add two new domains. One .dk domain, which went perfectly. After that a chinese domain, r10.xn--6frz82g, with the same settings. I keep getting the error "invalid domain name specified" when trying to add it in the Control Panel. I've checked with my domain provider, and the domain is valid and active. Could it be that this domain is not supported?
Time tracker for all task difference between browser and mobile app
Hi, In the browser version of zoho project, it is possible to change the log parameters to enable time tracker for all the task, not juste the ones owned. But in the mobile app, in the exact same task there is no way to start the time tracker. It only
2 hour notice
Hello, I want to send out an email notification to the Agents if a ticket is on a certain status for 2 hours or more. How do i do that? With Workflows i cannot specifiy a "2 hour"-period.
Community Restrictions & Lockouts
Hello, We identified a huge concern for us within the restrictions inside the community. We have department forums we would like to have some restrictions on but can't. What we want to do: 1. Restrict users ability to post to forums, but still allow them to engage by comments on posts. 2. Ability to follow a forum, even if they can't post to the forum so they can stay upto date. If you lock a forum, then... 1. The admin can't post to the forum either. 2. The user is not able to follow a topic. 3.
Invoice, Estimate Templates: How to set margins?
I'm creating new templates for estimates in ZohoCRM, but can't figure out where to set the margins. Figured everything else out.
Managing Your Customer Pipelines With Bigin
We've planned a series of free online workshops for Indian 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 workshop
Introducing the all-new Zoho Expense
Hello everyone, We are delighted to announce the launch of our newly revamped Zoho Expense. We've brought you a brand-new user interface with power-packed features and a superior user experience, for hassle-free business travel and expense reporting.
no IMAP
IMAP does not work. "You are yet to enable IMAP for your account. Access the link https://www.zoho.com/mail/help/imap-access.html to learn more. (Failure)" Control panel IMAP enabled
UPDATES
Hi, Could you please advise if any of the following is happening anytime soon. We are at the stage of switching to another ERP but do not want to as we have invested a lot of time and energy with ZOHO and there are many things that we love. Are there
Zoho Marketing Hub sync : "Organization is already integrated."
I want to sync my Zoho CRM contacts with Zoho Marketing Hub, but I'm getting a "Organization is already integrated." error. I have seen in this thread (https://help.zoho.com/portal/en/community/topic/organization-is-already-integrated-when-trying-to-integrate-mh-with-zoho-crm)
Compare Translations in the Help Centre
We're just starting to use the multi-lingual feature of the Help Centre. We've translated a few articles to start with. But is there an easy way of comparing the original <> translated article side by side so we can see the differences, especially when
Put Insertion point before default email template (not after) when agent replies to ticket
- when an agent replies to a ticket - when agent has a default email template defined for ticket replies The insertion point is after the contents of the email template. Please put it before the default email template. This means the agent can start typing
Emails did not arrive at specific Destination and no Errors / Rejected mails
last few weeks have been trying to send to a particular domain mint.com.bn but recipient say they did not receive the emails, it is not in the spam and they have checked their firewall. Anyway to look at mail log to see if the mail has been 'delivered'
Account vs Vendor
I've seen it's been shortly discussed already, but I still don't understand it, so I'm asking again. Let's say we're a tour operator, we have partners we work with - we sell their tours, their accommodation aso - what are those partners according to
Invoice to Sales Order
Our company is looking for a solution. We invoice and once the invoice is paid we submit a sales order for what is ordered. Since there is no way to go from estimate - invoice- sales order I was wondering if there is a way to clone what is in the invoice
Getting related records from a custom module in a function
Background: I'm trying to put an automatically-calculated field on Account records that totals up all the sales to that account. Sales are kept in a custom module called "Sales Records," because we just get a spreadsheet of orders from our distributor
how can i create a refresh_token for Client-based Applications
Good day, i tried to get a refresh_token for Client-based Applications but i,m getting an error that sys invalid client_id but i just copied it but it doesn't work
mail authentication for wordpress
Only one (the Super Administrator) of the five zoho mails is able to receive emails from wordpress, We managed to do this using the SPF verification code v=spf1 include:spf.easywp.com include:zoho.com ~all do i need to add a new record for each email
account blocked
please my account is blocked i need assistance i cant send mail, please unblock i have error 554 51.8 outgoing blocked
Integrar Zoho Campaign con Odoo
Saludos, necesitamos integrar Zoho Campaign con Odoo para enviar masivamente publicaciones de productos, actualmente nuestro Odoo usaba un buzon de correo Zoho pero por el volumen se viola los limites de un buzon de correo normal, por lo que requerimos
Zoho Rejects SMTP connection from our server
Dears, We had some troubles trying to send emails from our website through SMTP with Zoho. When debugging, it results in a rejection from Zoho to establish connection. So since the 3-5 days ago we've been unable to send emails. What may be causing the underlying
Notifications from Global Admin Account
It appears that anything done by the global admin account doesn't show up in the activity feed or any other notification. For example, if the global admin account comments on a ticket we should see that action in the activity feed, for any other user
Take spam control up a notch with reCAPTCHA checkbox and invisible reCAPTCHA
Hello fellow form builders, If you've been using our CAPTCHA service to prevent spam, heads up! You will not find it under Basic Settings anymore. We have stepped up our methods for reducing spam. These newer options have been grouped together as Spam Control. Take a look: What's the new update? We received numerous requests to support reCAPTCHA in Zoho Forms and further hinder spam submissions. And yes, we heard you. Our development team has been analyzing it ever since and, finally, the results
Signatures & Happiness Ratings
Your Help states that the Happiness Ratings will automatically appear below the agent's signature by default if it is set to appear in all tickets. But is also customizable. (see screenshot). I find neither of these to be true. I can't find any way to
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