Member status is a very inaccessible field
Hello. We are very dependent on the "member status" field for our work, since we do a lot of campaigns. However, it's a very inaccessible field. As far as we know: It's not available for automated rules, workflows, etc. We can use it to filter an existing
How do you stop ZMH recognising you during testing?
This has been a long-time problem for me so I'm not sure why I haven't asked the forums before. There are some ZMH functions that don't work if it recognises you as an existing user. Journeys are one example. But when developing and testing new routines
Bigger Plan for Sales IQ
Hi there. We want to implement Sales IQ chatbot. As far as I know, it needs an active Sales IQ plan. The issue is the maximum amount of visitors that could be tracked is 200K (Enterprise plan). And we have 350K visitors per month. Please advise how to
How can Products be added including/excluding tax?
Hello, I want to add several products to Zoho CRM and I already did define some tax rates for the products. All products should have a tax rate of 2.5%, but the product price of all products do already include the tax (i.e. the product costs CHF 100.00
How to call out duplicity between tasks
Hi, In an undesirable situation, where two tasks are created by different people but assigned to same person. I want to create a link between the two tasks stating that one is the duplicate of the other. If I change timeline for one, the other should
Issue using Email notifications from Workflow
Hi, I am having an issue using a workflow to trigger an email based off of when a field is updated. The trigger is to send an email to the record owner when a checkbox field is selected. However when I do that in the system for a record with the specified
User is already present in
Every time I try to add an employee to Zoho Sign access it says 'user is already present in another account'??
One user still on trial Zoho One following conversion to membership last week
Hi, We are a new customer, Enovate Upstream. Last week, we converted from trial to membership. One of our users still appears to be on a trial account. Hence I'm having issues adding her as the owner of apps.
Real use cases that work for zoho external users
Hi, Does anyone have external users working in a real use-case scenario where they are able to effectively collaborate and communicate but didn't have to go through numerous steps to sign-up a guest with a zoho account (that they don't want and shouldn't need). Gr8rck
Introducing Developer Space in Zoho Subscriptions
Hello devs! At Zoho Subscriptions, we're constantly looking for ways to empower the developer community. Our goal is to provide you with the tools you need to integrate Zoho Subscriptions with your other platforms, and we also want to make it easy to
Approving Records + Deduplication/Merging
Scenario: Email address is a mandatory unique field on our contacts. We set up a web form to collect newsletter signups. Someone who's already in the CRM signed up. Now, it'd be nice if Zoho would just recognize this and append the signup to the existing
Sync to remove contacts that no longer match criteria
Hello, I have a sync that checks for a multiple criteria in CRM and then brings the contacts info a list. I've noticed that if I change a field in CRM and so the contact no longer meets the criteria, it isn't automatically removed from the list. Is there
Shortening the "Update Profile" process
You can add a link to an email that lets people update their profile. But, unless I'm missing something, this process could be a couple of steps shorter. At the moment: The user clicks on the 'Update Profile' link. They get sent an email with another
ZMH emails seen as "broken" by EmailOnDeck
Is anyone else using EmailOnDeck to test ZMH functions? I've recently found that emails to it are all marked as "Broken Email? Click to fix" (screen-1339). When you click, EmailOnDeck opens a new browser window that shows you the email (screen-1340).
Assigning tickets to only online users/ticket owner
Hi Zoho team, I would like to ask if it is possible if we assign new tickets/pending response tickets to online ticket owners/users only. At the moment, I am seeing that whenever my customer responds to a ticket, it would assign to those who created it
One Form Submission, Multiple Records
We use Forms to register serial numbers to resellers. A single reseller could sell multiple serial numbers. Both resellers and serial numbers are recorded in CRM. Short of resubmitting a form for every serial number, is there a way to create multiple
"Update Profile" web page hangs without updating the profile
Further to my other message about the process that gets you to the "Update Profile" web page... When I do get to the page that updates a profile, it doesn;t seem to work. If you take a look at screen-1338, when I press the Save button, nothing changes
After Submit of Stateless Form....
I learned how to create a Stateless form, with a Submit button, and on-click put data into a Form (in fact, into 2 forms!) I know how to include a Reset button, so the Stateless form clears out, and we can add another entry. I know how to have a message come up that says: - Good job! Your data was inserted Can I have the form close after the data was inserted, and a specific view/report come up? .
Meeting registration
Hi, Is ther an option to create a Pre-registerd form for a scheduled meeting (not webinar). Thanks
OVER.......PEARTITION BU Query not working
Hello Admin. I'm Using Partition By query in Zoho Query table below is query SELECT "Year", "Month", "1st of Month", "Zone Code", "Zone Name", "Zone Short Name", SUM("Line Total INR") OVER (PARTITION BY "Zone Code") As 'Sales Actual', SUM("Line
Tip 7: Utiliza los campos personalizados de fórmula en Zoho Projects
Tips and Tricks #7 para Zoho Projects, adaptado de Priyadharshini J ¡Hola usuarios! Esta semana volvemos con la serie de Tips and Tricks para Zoho Projects. En esta ocasión, voy a mostraros cómo podéis dar utilidad a los campos de fórmula para vuestras tareas. ¡Empezamos! Tip 7: Utiliza los campos personalizados de fórmula en Zoho Projects. La cantidad de datos que se puede llegar a generar y guardar asociados a los proyectos es enorme. En algunas ocasiones puede ser tedioso evaluar estos datos observando
Automaticlly record all meetings
Hi, Is ther an option to set that all of our meetings will be auto-recorded? Thanks
BambooHR for Zoho Recruit
At Zoho Recruit, we understand how important it is for your HR tech stack's recruitment software to work together with other apps, especially the ones that can remove administrative steps from your hiring process. The fewer data entry tasks your HR team
invalid data
{ "errorCode": "INVALID_DATA", "message": "The data is invalid due to validation restrictions", "errors": [ { "fieldName": "/contactId", "errorType": "invalid", "errorMessage": "" }, { "fieldName": "/departmentId", "errorType": "invalid", "errorMessage": "" } ] }
Facebook and Linkedin Previews/Cards Not Showing Correctly
Hi there, ZOHO Social seems to be experiencing some issues when creating previews or a link card, when we bulk schedule our posts on Linkedin and Facebook. Previously when we scheduled posts, it would pull the image from the article itself. However, now rather than showing the featured image of the article (as it does with the Twitter Cards), it is now simply showing an image of our logo. This is obviously far less engaging. I've tried this also on Hootsuite to see if the problem is the same on
Form Field Tab Order
If you want to optimize data entry on a zoho form in Creator, how do you set tab order for fields on your form?
Unable to send/receive emails - invalid recipient
For a week now I have not been able to send or receive emails with the exception of a response to a test email I sent to myself: Original-Recipient: rfc822; jon.metric@zoho.com Final-Recipient: rfc822; jon.metric@zoho.com Status: 550 Action: failed Last-Attempt-Date:
Programmatic access to "a customer" API Console - confusion
We have a productivity app which, given a phone number, drives my CRM instance to get the Contact with that number. So - in my own CRM instance I have defined a Self Client application and from it generated a grant token and from that generated an access
Sales Pipeline API - Auto create Opportunity and set the Pipeline Value
I'm creating opportunities automatically for our reps via custom function with email clickthru triggers. Is the Pipeline field not exposed via the API? My problem: I don't seem to be able to set the "Pipeline" field via API. - I've checked the API value
Adding a disbursements fee to an invoice
When invoicing for an architecture company, rather than charging for mileage, printing and so forth, we will often charge a flat rate disbursement, typically at 8% of fees. As it is income, it does need to be taxed as well. What do you recommend is the
My Zoho Story #11 Pete English tells us how CRM software has revolutionized real estate business.
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. This interview features Pete English who is the Managing Director of For Sale By Pete.
Webclipper (Firefox) from right click context menu issue when creating Link Card
Hello there. I am using Zoho Notebook web clipper for Firefox and I have noticed an issue with clipping the site. For example, I am browsing Google search result and I see a link (for example: https://www.nytimes.com/2021/03/15/technology/artificial-intelligence.html)
Notebook app won't open on MacBook
I have been using the Notebook app on my phone and MacBook for about a year now. A few days ago, without any warning or anything happening, the app stopped opening on my MacBook. Every time I try and open it, it immediately crashes and I get the "send this issue to Apple" prompt. It still works on my phone, and when I tried deleting the app from my computer and redownloaded it from the App Store, the problem remained. Anyone know how I can fix this?
Can we store the values in custom fields?
I have a few invoice custom fields where we will use certain values again. Is there a way to store these values for easy reuse?
Company Mails forwarded to the zoho desk support mail not displaying or creating a ticket
Mails forwarded form the company support mail to the zoho desk support mail not displaying or creating a ticket
Cannot send emails
This morning I've sent a number of emails using Outlook - I can see them in Zoho online Sent folder but none of them actually got sent and have a green tick box. What is going on? There were working before and now just sitting there?!
Checking for duplicates in a subform
I have an app with a mainform, and within that is a subform (see screen grab) which contains rows of employee names along with hours worked per day by each. I am attempting to create a validation script which will cancel submission of a new or updated record if a duplicate employee name is found. I've tried a couple of variations by defining a variable and using COUNT, but depending on how I do it I always get an error saying the form doesn't exist, or the variable doesn't exist. I'm fairly new to
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After login I get HTTP ERROR 500
Hello community! Hope You're all going well. I have one case I can't resolve. My domain newvoice.pl has address poczta.newvoice.pl. I wanted my agents to log to their web mail via easy address so I added CNAME record: poczta.newvoice.pl CNAME business.zoho.com.
How to add record to zoho creator from Github webhook payload data
Hi, I want to use a Github webhook to send data to Zoho Creator. I understand the Github webhook needs a payload URL to send the data to. Looking through community forum postings this URL will be a creator form URL in the format https://creator.zoho.com/api/<ownername>/<format>/<applicationName>/form/<formName>/record
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