Got an email stating "Third-party application access to your Zoho Account" but none listed in account sessions/history etc
Email looks legit (from "noreply @ zohoaccounts.com") Link in email also looks legit (goes out to accounts.zoho.com) But when I go to my zoho accounts page, there are no sessions or activity that corresponds to the time specified in the alert. Nor is
More resolution for maps
I'm creating a simple application for listing properties and have noticed that the map provided for reports or location is from Open Street Maps with low resolution and many streets are not named. Is it possible to get a higher resolution map like the
Click, Drag, Drop - copies the event instead of moving it
Nice potential with the new calendar UI. One feature that needs a review. When a calendar event is moved by clicking and dragging/dropping to a new day/time, the event is duplicated in the new day/time (not just moved). All other calendar apps that
Summary Table Filter
Hey, Zoho Analysis Team I was just working on creating a summary table, using multiple numeric filters - and it became very messy for me to manually add range filters according to every user filter I need to use. In this reporting I need to use more than
Databridge - Import data from AWS, possible security issue.
Hello Since Aprin 2021 we have started to use the new Databridge software tool to import data from our local DB's to our Zoho Analytics account. It works fine however this representes a possible security problem for us. All our systems are hosted in Amazon
Double Quote in the Concatenate function
Hi I am trying to put double quote in the concatenate function (something like -> I prefer something "sour" when it comes to deserts. I tried putting two double quotes, didn't work. I also tried putting \" also didn't work (somehow, it would add one more bracket at the end when I put \" Can someone tell me how to resolve this, thx in advance.
Correo bloqueado
Hola. Mi cuenta, mario.hernandez@ivo.com.gt, aparece bloqueada para enviar correos y cuando trato de desbloquearla, me aparece un error. Podrían ayudarme, por favor.
Sent emails from CRM, not in ''Sent'' folder in Salesinbox
Hi, When I send a email from the CRM directly to a client, the email I sent is not visible in the ''SENT'' folder in my Salesinbox. Is it normal ? Thank you,
Calendar Report - Weekly View - all-day
I have a feeling I know the answer to this, however, I'll give it a shot - please reference screenshot - is it possible to add a Decision box field to a calendar form that would set the event to "all-day", so the event then shows in the all-day section
Incoming Call at central number
Hi, our sales people have been working with Zoho CRM for a while now. We are in the process of switching to One and I need a little idea. How did you design the process when a customer calls the central number? Until now we sent a mail with a callback
How to connect my google calender with CRM?
Hi guys, We serve more than 200 customers and engage with them periodically. Sometimes one of my colleagues may forget to interact with them so it would cause a disappointment in my customer. I would like to connect my Google Calendar and integrate it
link deals with vendors
i linked a field in deals with vendors through list, i need a field in deals to lookup that chosen and get the result with email from vendor. i wrote the hereunder script but error Value is empty and 'getJSON' function cannot be applied Line Number:4,
Desk not trigger anything in Zoho Flow
This first started with just an Aha integration but now we are not seeing any triggers from Desk occuring for Flow. We have been waiting for a week with no response from Zoho - they did indicate someone would get back to me, that person asked me to
instant new note
hello, I would like to use zoho Notebook on everyday basis, but in order to start a new note, I have to perform several steps of clicking this confuses when you need yo quickly note smth "on a fly" , when a client is calling or you watch online webinar
Zoho creator subform
Can we use subform fields in Pivot Table? I read somewhere that this is the limitations of Zoho of not able to use Subform fields for creating Pivot Table reports? I am writing an application where multiple chemicals can be mixed for spraying in a crop.
How do you enter numbers as text?
I've imported an existing spreadsheet with cells that have numbers as text (they're id's and should NOT be treated or formatted as numbers.) Zoho sheets handled this correctly (yay!) But I can't figure out how to enter new ids. In every other spreadsheet
Cannot delete alias
Recently in my organization we had a rpoblem regarding to an alias in the mail. Sonce last Zoho Mail update, there is no longer an option to delete an alias. We know have a problem with one of our employees who is unable to change an alias. How can I
Sum or Count of Related Records in CRM
Have Zoho Creator Linked with our Zoho CRM. Building an Application based around Accounts. Need to be able to pull out information on all potentials associated with the selected Account; getting a sum and count of all potentials and their values associated with that account, and setting an field in the creator application to this value. Thanks in advance.
Tip of the Week - Templatizing a Workspace
Did you know that you can create a workspace similar to another workspace in Zoho Analytics? For instance, you want to create similar reports and dashboards for three different clients having the same type of data set. Here, you do not have to create the new workspaces from scratch, multiple times. Instead, create a workspace with all the needed reports and dashboards (which acts as a template) and duplicate the same. Let's see how to do this. Click the More Actions icon of the Workspace. Select
*** ALL UK BANK FEEDS BROKEN ***
Where can we go to find news and updates on the situation with UK bank feeds? How long is this going to last? All UK bank feeds are now broken due to a pre-anounced change in bank regulations. Seeing as this change was announced a year or more ago, it is strange that no strategy seems to be in place. Why are no announcements being posted by Zoho? I moved from Wave accounting to Zoho Books, specifically because of this issue, which Wave announced months ago. Why is it such a surprise to Zoho Books?
Whatsapp integration
Hi All, Can anyone recommend a Zoho Approved Partner who can set up whatsapp to integrate with Zoho CRM ? We have 4 sales execs who i would like to be able to send whatsapp messages through the system to potential clients. I tried to set up before but
Multiple values on a form
I need to collect information from my clients using a form. On the form I need a dynamic number of fields. For example, I want to ask my customer to list all his siblings. So I should be able to have a section with First name, last name, relationship,
Can a Customer be given access to a subform within Reports via the Client Portal?
I am trying to find a way to allow a group of customers to access summary data (Reports) within the CRM that are specific to them. I wondered if it was possible for Customers to be given access to a subfolder within the Reports module of CRM or if that
Tips and Tricks #49: Five slide layouts to help you create a perfect presentation
Hi All! It is important to place your content neatly on your slide to make your presentation readable and engaging. This is when layouts come in handy. They contain placeholders for every element, including title, text, and image. You can quickly add
400 Bad Request on linked mail subdomain, zoho server ip is 213.244.146.20
400 Bad Request on linked mail subdomain, zoho server ip is 213.244.146.20 check by zoho tools: DNS cname mail.kim.od.ua: zmverify.zoho.eu was working very well, long time. I tried to fix it, and i had to change zmverify.zoho.eu to mail.zoho.eu. Waiting
Zoho CRM Not Upgrading to Zoho One trial
I started a Zoho CRM account, then saw Zoho One and started a free Trial of Zoho One. However, the CRM is still acting as if it is not a ONE account so certain integrations are not working. I am wanting to test these before purchase but it doesn't seem
Filter Messages
Hi Supported teams, How can I filter messages request, unable to do so, and how can I forward important mail to my personal mail like how can I set Email as Important? I need help for my website. AutomaticChina
Can send mails but not receiving any
I've noticed this issue yesterday, after sending a number of emails this week to our clients, while waiting for their replies I contacted one of the clients through the phone and he sent me a screen shot with his reply message which I didn't nor my team
IDBI Bank Feed Not Working since 4 Days
IDBI Bank Feed Not Working since 4 Days
Bill of Issue/Invoice
I run a subscription based business. I have multiple subscribers who make payments on different dates in a month and I raise a Bill of Issue/Invoice at month end. I have customised the customer tab to have all information I require for raising invoice/bill
Exporting report as file to other report
Hello Folks, I have a requirement to download report from Creator using api. But there is no api to download report. Data api have report view functionality but I can not sort data and if some one changes are order in report my functionality will fail.
Show Edit Form along with Parent form record details
Hello, I have Opportunities on which people can submit a Vote. Currently Vote is a Subform of Opportunities. I would like Users to be able to see on the same page: - the Vote edit Form - the related Opportunity record details I'm not too sure how to do
Attaching from a Creator form to the CRM
Hi all, We're looking to send our Zoho Creator Form's attachment to the CRM's record it's creating without much success. Looking at documentation, I'm doing the following: 1. Creating the "Accounts" record and getting the ID: accountID = createdAcct.get("id").toLong();
ZOHO Desk ASAP assistant: scroll article depending on page action
Hello, We are implementing the ASAP assistant in our web application. We plan to set up a specific article on some pages of our web app, and set up ASAP so that it opens directly the corresponding article. We found how to do this with javascript (thanks
caldav: repeating events are not compatible with BusyCal (MacOS)
I have a number of events (tutoring sessions) that repeat weekly, but that sometimes have individual appointments in the series deleted (eg student absence.) If I create a weekly recurring event in busycal (MacOS) in a Zoho calendar it just disappears
Candidate Status Change Automation Rule
I have set up an automation rule to email an external party when a Candidate moves from Offer-Accepted to Hired. When I force the status change to trigger this, nothing happens.
Mapping Product Ownerships/Contact
Migrating data from Salesforce that was built out for real estate so we have "Companies (accounts), Contacts, and Properties (products). I figured using the "Products" tab would make the most sense for the "properties" tab we currently have. I have successfully
Zoho forms don't prefill from CRM
Hi I've been using forms very successfully for a while now, but I have a problem!! I have used the advanced settings to map name & email address from CRM to the forms, but when these forms are sent out, they don't prefill. The links to the forms are contained
The requested resource doesn't exist
Hello Zoho, I'm trying to import csv to Zoho CRM using Bulk write API implemented in native Python. I'm getting the below error which I really don't understand. As you can see, I uploaded my file successfully and got the file_id as mentioned in Step 2
Customize task popup?
We have some custom fields in tasks, and would like them to appear in the main new task popup. It's there now, but hidden in "more fields". How can we get these custom fields moved over where they're useful?
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