Setting a return path in Zoho Recruit
Hi, I have asked this on support but I have not received a reply. It has been two days. I realised the emails I sent via Zoho Recruit always fail SPF checks. I have set up a relay server in Zoho Recruit, but I suspect the problem is because I did not
bad UX email sending page
Hello, Is it just me or do you feel that the UX of the sending email page is not efficient too? When we send emails, we want to type some text of review a template in an easy way. Look at the screenshots : In my opinion, the orange selection is a waste
How to automate invoicing when deals are closed
Hi guys, At this moment, we're planning to create quotes in Deals that are assigned to accounts. When those quotes are accepted and deals are selected as WON(%100), I want the Zoho subscription to invoice automatically regarding that quote. We're a SaaS
"Incorrect CNAME mapping found"
Hi, We're trying to use a custom domain on zoho forms. I've followed the instructions for creating the CNAME record (attached) but it just says it's incorrect. Can someone walk me through this please? Thank you
Zoho Desk & CRM Integration for contacts
Hi guys, ı have trouble with integration between Desk and CRM. Is there any way to do only one-way sync for contacts from Zoho Desk to CRM? I have contacts who regularly create tickets in Zoho Desk and I want these contacts to be automatically synced
Safe file transfer
Hi guys I need to give my clients a link so that they can send me files safely. Is there an option to do this quickly in zoho? i am a zoho one client. Essentially i need to do this quickly without setting up a specific link for each client thanks st
[Zoho Recruit API] How to list users by getUsers method by access token
Hi team, I found a question how to use https://recruit.zoho.eu/recruit/private/json/Users/getUsers API endpoint with access token authentication? It works well when using legacy authtoken, but with access tokens I'm getting errors like curl --location
Zoho Desk & CRM Integration and Account Name Relationship
Hi guys, I kindly wanted to ask that how Desk and CRM Integration work. As I have heard of, this integration is based on Account Name. If account name is not the same in two sides(Desk and CRM), CRM creates a new account. Is it true? Is there only one
Zoholics Dubai- Our first meetup of 2021
Zoholics Dubai is a conference where you can learn, network, and get the resources you need to take your business to the next level. The event will start with a keynote by our CEO, Sridhar Vembu, and will consist of a wide range of sessions such as "Reimagining
Invoice billing_address and shipping_address are empty when using custom button
I have created a custom button in books for invoices, and there is the parameter invoice as map. However, the billing and shipping adresses are empty when executing: info invoice.get("billing_address"); info invoice.get("shipping_address"); Output: {"zip":"","country":"","address":"","city":"","phone":"","attention":"","street2":"","state":"","fax":""}
Run an "On edit" action once for all existing records
Hi, I'm looking for a solution to this. Context : I have a field in a form that fetches it's value in another field in another form based on the value entered in another field in the same form. That bit is ALREADY taken care of with a script that fetches
How to remove remove duplicate contact persons
Is there a way to de-duplicate contact persons within books? Or any way to bulk manage the contact persons who have invalid data via API? Using the CRM / Books integration and running into lots of issues with duplicate contacts and bad contact info. I've
Dash with a default result
I applied a filter criterion to a report link. But by deleting the piece of the criterion, the user can see all the results of the report. How to leave the link with a default result ???
Adding field contents on the fly
It would be much better if an administrator coiuld add values for a field list on the fly from that field instead of having to open up the table. This would be much faster and more efficient. frank
Zoho Is Not Working ? Is this error showing for everyone ?
Zoho is not working from last 30 minutes . So Is this error showing on my screen only or other users are also facing this issue
Protect subform row from deletion or modification?
Hi, If I open a form for edition from a report, I'd like to protect existing subform rows from any deletion or modification. New rows are allowed to add. As far as I know it is not possible to disable fields in the subform, and I do not know, if row deletion
Date Entry Field
We're trying to switch over from Quickbooks, and there's a minor annoyance that keeps being brought up regarding date entry. Quickbooks allows one to type in the date with no spaces, slashes, dots, dashes or whatever and then is smart enough to be able
App Spotlight: Xtend for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all available apps. Xtend for Zoho CRM Save time by showing the caller’s up-to-date information on the agent’s screen for efficient problem-solving.
AutoGen + CustomGen Document Numbers
Hi, I'd like to be able to create my own Sales Order numbers and Invoice numbers in addition to having the system auto-generate as well. This use-case would be when creating Sales Orders or Invoices (Or any other type of document for that matter) via the API. So I use the API to create a document, and because of that, I can assign a document number from my end because the document is being created externally. But if I create a Sales Order, or Invoice directly on Zoho Books, it must then auto-Generate.
Emails not cannot receive messages
Hello and good day to you. Here is the deal. The day before yesterday about 5PM everything with the emails was working correctly. Now at emails : client@apex11.com sales@apex11.com plovdiv@apex11.com magazin@apex11.com apex11@apex11.com I get the following
Can the Product Name in the Products module in Zoho CRM be made to not allow duplicates?
Running into a bit of a problem here with regard to the Products module in Zoho CRM. Our company hardware sales are based off of specific part numbers from various manufacturers. We are not bulk commodity sellers, so each part we sell has a unique part
Blank emails
I am getting many many emails that contain blank messages. I use Firefox. What's up? How do I resolve this?
How to add Notes in Notes Section (Not which is part of fields) in Lead using SDK
I have been following this reference to update and post records https://www.zoho.com/crm/developer/docs/nodejs-sdk/module-samples.html?src=update_records My SDK Version is 0.0.20 I want to be able to add notes to the Lead, but couldn't find a sample in
Is it possible to loop through a subform and create inventory adjustments in Zoho Inventoy
Hi, I've been programming a while so I'm familiar with all the constructs of Deluge in Creator, but I'm struggling to understand the process of creating inventory adjustments in Zoho inventory from a deluge function in a Zoho creator app. I have a simple
Tips and Tricks #45: Create and deliver presentations using Show's multiple View options
Hi All! Show offers six views to help you perform specific actions in your presentation. The Normal, Master, and Sorter views help you create slide decks while the Slideshow, Presenter, and Print views help you deliver and distribute presentations.
Not Working - Update record using deluge
I have created a function which checks date greater than 31st March'21 and if true, sums the values I am trying to update the sum value in a currency field i created but it is not updating for whatever reasons, Help :D sum = 30; Custom_date = '31-Mar-2021';
Zoho Desk Virtual Meetups: United Kingdom, March 2021
We're back with our first set of meetups for this year! In continuation with our efforts to learn through the Zoho User Groups (ZUG), we're hosting a series of virtual meetups starting with UK. At this event, we will explore the topics which frequently
How to get records with the same lookup of another module?
Dear All, I have a custom module 'Bill' which has (except of the other fields) one 'mandatory' lookup field (from the Purchase Order module) with the name 'Related Purchase Order'. This lookup field is a Single Line in the Purchase Order Module. With
Is there a way we can see Zoho Mails that have been sent/received to/from clients that are in the CRM?
There are some clients who asks for quotes through emails not the Zoho Desk, so I'm wondering if it's possible to somehow sync Zoho Emails to the CRM so it's not hard to track?
Project Status Changes Affect Multiple Layouts
Well that was a fun couple hours. We have 60-100 ongoing projects at any one time and Project Status is a critical way for us to tell where things are at in our pipeline. I hopped on Projects to get current status for a customer, and saw several statuses
Pepipost to Zoho Mail Security "Plain"
if I send any email from Pepipost (https://pepipost.com/) to Zoho Mail all of the email arrives as plain text not TLS. Previously I used API method and currently using SMTP method (Port 25, Encryption TLS) but both have this issue. If I send any email
Chat Fitur
I saw a chat menu on the bottom left corner, but when I was looking for my teammates who were online, I couldn't find it. what exactly is this function?
SalesIQ Desktop App Feature Request
Hello, Could you please add "launch on startup" and "minimize system tray" festures to desktop app ? It would also be great if the computer was idle a certain period of time or shutdown, agent availability could change as "idle"
Agent not receiving notification on comment made by customer
I have turned on notifications on Adding/Editing/Deleting a comment. When agent makes a comment, the customer gets a notification. But when the customer comments, the agent is not getting a notification. Agent gets notification only when the customer
Sales person payments
Hello, I would like to know if there is a way to record and calculate payments received by each salesperson or contact owner. Thanks
Sure Payroll Integration Problem
There's a problem with the integration link given by Business Online Payroll (which is powered by Sure Payroll) for integrating with Zoho Books. The link they give ends up with a Zoho Invalid Redirect URI error page that states "Redirect URI passed does
Automate email goes into spam
Dear Zoho Team, I have created a web form and integrate it into my website. But whenever the user fills data and submits the form. I have automated the thanks you email message to that user. But that email goes into SPAM. please help me to fix this .
Recovery Email
I ecently faced an issue where I forgot my password. Lo and Behold, when asking for a recovery password, it was sent to my email account (which I could not access). How do I set a secondary email for recovery purposes? Thanks - Darren.
Zoho Projects - Company Branding
There are lots of people asking for various degrees of this across this forum. Let's consolidate the request & make it all part of an upcoming release: DNS: Ability to mask portal domain with CNAME or A record (preferably A record). EMAIL: Ability to set company 'from address' (inc. company 'from domain') EMAIL template customization: For portal invitations to Client For portal invitations to Users For task updates/etc. PORTAL CUSTOMIZATION: LOGO - replace "Projects icon/name" with company logo.
Tips and Tricks #39: Enable or disable drafts at Team level
Hello everyone! We hope you are all safe and well. By default, any documents, spreadsheets, and presentations your team members create in your WorkDrive Team Folders via Zoho Writer, Sheet, and Show will be first saved as Drafts. This will give the file
Next Page