Cloning campaign doesn't include campaign-specific scoring?
When I clone a campaign, it looks like it doesn't bring along the campaign-specific scoring that I set up in the original campaign being cloned. Is that correct? If so, why? Do you have a list of things that are/are not included when a campaign is cloned?
Trying to create a lookup field formula for text and I only get numbers
Newbie here. I have a Project application and in it is a New Project form where there is a text field for the title of the project. I have an Assignment form that has a lookup field for the title of all existing projects. It also has a field for the person I want to assign a task to. I have a formula field that is supposed to give me the name of the project and the person assigned to it (So I can use that in a To-Do form later on). Every time I select a project in the Assignment form it returns a
Error "UNPROCESSABLE_ENTITY" when I used zoho.desk.getRecords in Zoho Creator deluge Script
HI I have the following code in a function: q = Map(); q.put("accountName", "Test"); data = zoho.desk.getRecords(54xxx, "accounts",1,100,q, "deskConnection"); info data ; The account name "Test" exist in zoho desk but I have received the next error message
Change page colour
Hello, Where can I change the website default background page colour? Mine is currently blue but I would like to make it black. Thanks.
Search in Subdomains
Hello. I've got a subform on a custom module that starts with a lookup field of other records in the module. I'm trying to create a custom function that searches in other records for the record I'm working on. So, let's say the custom module is Friends
Error message trying to open spreadsheets
Hi, I am receiving the attached message with I try to open all but one of my spreadsheets.
Zoho Payroll not working
Dear Team, Unfortunately ZOHO Payroll product not working as expected. I am really disappointed because of validation and no proper data structure. The service was not working correctly. I am not able to delete the revised salary, even though I rejected
sending email in html + css
Hi, How do I code a custom email with html with css coding? I've using an email template with css. Can I put <head> <!-- If you delete this meta tag, Half Life 3 will never be released. --> <meta name="viewport" content="width=device-width" /> <meta http-equiv="Content-Type" content="text/html; charset=UTF-8" /> <title>ZURBemails</title> <link rel="stylesheet" type="text/css" href="http://zurb.com/playground/projects/responsive-email-templates/stylesheets/email.css" /> </head> Regards Umar
Submit form to web service - can it be done with Zoho?
I love the drag and drop fields on the web form, and I'd like to use Zoho as my custom form builder. Is Zoho Creator capable of submitting content to a Webservice URL? Here's the form: https://creator.zoho.com/jcsieben/portal/form-perma/Web_Submission Thanks in advance, Jeff
Find/replace in a Zoho Creator report (spreadsheet)
So far I think Zoho Creator can do everything I need without coding to make a product database ... But I need to be able to find/replace across the spreadsheet view (report) of my information. Zoho's email support suggested that I use Deluge script. Can anyone give me a quick description of you to say find all the instances of the word 'axelotl' and replace them all with 'axolotl' across all of my data and all of my fields? When I'm viewing the spreadsheet report of my information (in 'Access this
Bulk Segments and Custom Fields
The fact that you now cannot create bulk segments based on custom fields is very disappointing. This will create a huge additional workload to set up new segments for many users.
Can't Setup Contact Form
Hello, I have added the form element and when I click "Setup Form" nothing loads and I can't edit the form. Please help. Thank you.
Website not secure?
Our website is not accessible. Everything has been fine until today. https issue. I need a fix asap. Your connection is not private Attackers might be trying to steal your information from www.fullspectrum-partners.net(for example, passwords, messages,
Unable to send email as domain no longer active
Hi Team I have wound up my business and had to close my domain. My zoho email made use of this domain which I no longer hold. However the same email is used in my bank account and for closing this account I need to send a mail from registered email. Can
How to Send a From to an Employee in People to Fill out and Sign?
I want my employees to be able to request for Salary Advance. When my employee makes a requests for an advance via an email, I would like to send a from and have the employee fill out the amount they need, the reason and the Payment Terms. I would like
Managing Competitor Information
In the potentials area it is possible to add a list of competitors to a potentials record. I want to start to use this feature. However, I cannot figure out how to create a data set of defined competitors that each user can access and add to the potential records. Can someone explain how to do this? Chuck Sena
What's new in Zoho Mail: Part 1
Hey there, everyone! I know it's been a while but we're back to give you a round-up of all things new in Zoho Mail. If you're new to Zoho Mail, this post will help you know the latest updates in Mail. If you're a regular Zoho Mail user, you've probably
Auth to Oauth returns invalid_response_type
Hi Zoho team, i had developed an application which uses authtoken for api requests now that we have to migrate to oauth im using authtooauth api for oauth token but it returns an error { "error": "invalid_response_type" } the documentation
Mobile numeric keypad not showing for decimal, currency or percentage field types.
Normally a numeric keypad is presented in mobile view when the input field is a numeric value. This works with the "Numeric" field type, but when the "Decimal", "Currency" or "Percentage" field types are selected, they revert to the normal qwerty keyboard.
Introducing custom Subform for Inventory Modules
Hello everyone, In our previous post, we had announced about changing the product line item to subforms. Now, in addition to the standard line item subform we are providing an option to create custom subform across the Inventory modules (Quotes, Sales
Setting up Commissions for Reps
Commission information We use sales Reps Each Sales Rep earns 8% of the profit from their jobs (Job income less Job expenses) In the past, I've used QuickBooks and run a P&L by Customer to figure this out, but am now trying to see how we can use Zoho
Company field does not convert from lead to contact
When converting a lead into a contact the company field is not converted. How do I fix this?
Copying Task custom view to another project
I have created a task custom view in a project, and would like to use that same custom view in other projects. Right now it appears that I have to re-create this same custom view in each project I want to use it for. Is there a way to make it available to other projects? I did see that if I use the "my tasks" widget on the home page I can access this custom view for all tasks for all projects. This is sometimes helpful. But I would like to also access this custom view just within each project
Placeholder for Month Name to use in email template
Hi, I do not see "Month Name" as a placeholder to use in the email template area. Is there something that I could use that will autofil in the email template I have something like "Invoice for the month of %Month Name% 2018"?
SMTP Error: Authentication failed
Hello! I am trying to configure the service on my website using PHPMailer, but despite typing the correct username and password... I constantly get the following error: 2020-02-10 18:56:03 Connection: opening to smtp.zoho.com:587, timeout=300, options=array ( 'ssl' => array ( 'verify_peer' => false, 'verify_peer_name' => false, 'allow_self_signed' => true, ),) 2020-02-10 18:56:03 Connection: opened 2020-02-10 18:56:03 SERVER -> CLIENT: 220 mx.zohomail.com SMTP Server ready February 10, 2020 10:56:03
Website not live after publishing
Hello, I have published my website for bisonkerb.com but the content is not showing. PLease assist. Thank you.
Tip of the week #7 - Secured and private shared inboxes
There were days when teams managed group emails by creating an inbox and sharing its credentials with the team. Imagine how much your security is at risk in this method. Also when a member leaves you should change the credentials to avoid external access
Report Scheduler on Zoho CRM stopped working
Hi all, We have a number of reports on Zoho CRM scheduled to run daily that have stopped being sent as of yesterday. They have not been received in junk or spam email folders - I have tested one by resetting the scheduled time to earlier this morning
Types of Budget in Zoho Projects
Zoho Projects budget feature allows users to track costs at a project, milestone, and task level. Budget could be based on either amount or hours. If your project is based on hours then the Difference column shows the difference between planned and actual
Bank recs
In all of the accounting/bookkeeping software I have used the debits(charges) are on the left and the credits(deposits) are on the right. It would be great if there were a way to switch the view to see it that way in the bank reconciliation window. It
Deleted Users - permanently delete or edit
Now we are using Zoho Analytics, user details are visible in the user table but where we're having to match on name as opposed to Id at times, this is casuing problems. How can I edit the name of a deleted user, or stop them being migrated to analy
Bank Register UI / UX Suggestions
I find that the default register layout for bank accounts in Books is inefficient. Lots of space is dedicated to information that isn't particularly useful, and there's low information density. A couple of specific suggestions: Emphasize Vendor / Customer
How to pay sales tax to balance tax liability
How do you make a sales tax payment and balance the tax account? I have a balance of 100.00 for Jan. I write a check for 100.00 as of date of 1/31/2015 and date the check for the current date.It switches over to funkey monkey or something, wrong balance
Zoho ASAP - Help center Incompatible Input; Incomplete Output - ticket 68648537
Good day Ash, Since April 9 2021, the Zoho ASAP is giving us an error for some users (not all users): Incompatible Input; Incomplete Output - We are not able to process your data. Please double-check the data you entered. Plus when the same users add
123formbuilder Lead Form Wix Website / Zoho CRM set-up guidance
My Company used 123formbuilder to create a lead form on our Wix Website. How do I set up Zoho to receive these Leads in Zoho CRM via Wix? Thanks, Austin This is on the Wix side. https://www.123formbuilder.com/docs/how-to-set-up-custom-fields-for-zo
Automatic translations
Hello, I was wondering if I can post in different languages via ZOHO. Do you know where to find this feature? As you may know, Facebook let you introduce the post in different languages, so your audience gets the right one. Thanks
Rescanning imported documents
Is there a trick to rescan imported documents? I just ran out of credits, and now I've added some more. The only way I can see is to download them all individually. There must be an easier way. Is there? Thanks
Associated Partner
I suddenly have an associated partner listed on my account, but I do not know who this is or what it means. Evidently I can tag them but I don't even know them. How did we get associated? Thanks
"Sorry, we can't publish this"
I made a scheduled post and was told that "sorry, we can't publish this" but no information on why and when I hit "retry" it says the same thing.
URGENT HELP - Quote Inventory templates losing HTML and going blank
Hi, today I was cloning a Quote template, and the clone was blank. Upon editing it, I confirmed that it was blank with no HTML at all. I copied the HTML from the original template and inserted it into the clone. But the Save button would not do anything,
Next Page