Community Digest - February 2021
Announcements Take a look at the recent update and pricing for Remote Sales Office Introducing Motivator for Zoho CRM: CRM adoption via fun sales Upgrade your telephony extension before February end New enhancements in record sharing, custom views,
NOTHING
PRICE CHECK , PRODUCT LOT , ADDRESS NOT EXPORT IN EXCEL
Passphrase Inactivity Problem Firefox
In Firefox when I set the inactivity to 1 minute Zoho Vault works properly. When the Passphrase inactivity is set to 30 minutes or one hour it never timesout even after leaving the computer untouched for hours. In Chrome on the same computer with the
Community Digest - Un résumé du mois de février 2021
Bonjour à tous, Cela fait un peu plus d'un mois que nous avons mis en place une série d'articles pour vous aider à utiliser pleinement vos applications Zoho. A l'honneur ce mois-ci Zoho One, Zoho CRM, Zoho Desk et Zoho Bigin. Voici un résumé des différents
Item Options or Subitems
We are looking to adopt Zoho One as our "operating system for business". I'm on a trial and have searched everywhere for this solution with no luck. Hoping someone here can help.... I'm having trouble finding an answer to whether or not this can be done
ZUG Virtual Zoho One Meetups - March 2021
We have opened up registrations for the Virtual ZUG Meetups for March 2021. In these meetups, our Zoho experts will discuss basics of Zoho One - an overview of the unified One console, an outline on custom fields, tabs and more. Here are the details of
IOS Apps not working - URGENT
We've got several IOS and Android app live through the app store from Creator. They've all worked fine up until the most recent version done a few days ago, the IOS app was re-codesigned and uploaded to the app store, approved by Apple and made live. This now appears with only a blank screen when a user clicks on it. Some slightly older devices seem to work fine with the newest version of the app when it's downloaded for the first time onto the device, however any devices which have previously had
Data upload after creation of the pages
Salutations. I have created a form using creator and uploaded some test data from our sql server. I am able to open the app from mobile, system etc. And manually keyin new values. My question is: Since I have uploaded only a test data during the creation,
Trigger Invoice Creation based on custom field?
Can anyone help me with a function to create the below scenario: I would like an invoice to be created automatically based on a change in a field value in the Contact Module. For example, let's i have a custom field in the "Contact" Module called "Status".
Zoho - recruit: uploading candidates (CVs) via email
Hello, I am quite new to Zoho Recruit. Can you please help? Is it possible to upload a candidate by sending an email to a generated email address? I know that e.g. at Breezy such way to upload a candidate is possible: you open a role, you let the Breezy
Job Posting on Social Media boards
Hello, I have posted job opening on LinkedIn and Facebook. I received an email that status is: Queued - Post will become active within 8 to 24 hours from the time of posting. I do not see the post for approval on company's Linkedin or Facebook page. So
Is Zoho Recruit enough?
I'm new to Zoho, we are a recruitment firm and looking to migrate to Zoho Recruit, but with all of the other available apps, I'm not sure where to begin? We currently have a website coded in Laravel, and not sure how well this will integrate? Also how
Adding another line to pending Sales order
Hi We had a test organisation setup with Books and Commerce towards the end of last year (if that's relevant), which allowed us to add a line to a pending sales order that had come in from Commerce (see attachment). Now, with our live setup, we find that
Why do KB documents for a customer look so bad in comparison to my view as a creator?
This is something that has been bothering me for a long time. The huge difference between what I see as a creator of documents in our Knowledge Base for Desk, as opposed to what our customers see. Surely they should look the same? If someone has a simple
is it possible create a zoho app in every customer has their own data
Hi everyone. before starting learning with zoho creator apps i'm insteresting if it's possible create an app with this features: every user/cliente (obviously every user has their own login user and password) get his data (imported from google sheet or
User restriction
Hi I have two fields Project Name and Name of site Incharge. While creating project i have to assign Site Incharge to each project. The output i want: When Site Incharge login's with his credentials he should only view Projects assigned to him. Need
Update on Remote Sales Office
Hello everyone, On May 21, 2020, we announced Zoho CRM's Remote Sales Office as an initiative to bring immense value to collaborative sales teams who work from anywhere. This was always intended to be a paid add-on, but we felt last year's situation warranted
Function overwrite Formula Field
We have some records which we need a function to update a formula field - is this possible? We would setup a workflow to select which records this needs to happen to.
No End Date
What date do you enter as an end date when adding a job for a full-time temp in Workerly?
Syncing CRM Lead Converted to Contact
Hi Zoho, We are using Zoho Desk and syncing it with the Leads, Contacts, and Accounts modules in Zoho CRM. For the most part, this integration works great. However, we are finding a limitation when a CRM lead is converted to a contact. While Zoho CRM
Getting Special email tags in CRM
Hello, I want to get the values like page url in CRM. How could I do that can you please help me with that?
Welcome to TransMail community
Note: TransMail is now ZeptoMail. Click here to know more. Hi everyone, Welcome to TransMail's community forum. Though TransMail has been in use inside Zoho for nearly half a decade, we only recently launched it as a service to all of you. We'd firstly
Can I add an Order NOTES within its PDF TEMPLATE ?
Hi I have tried adding NOTES to a custom ORDER template, but I can´t find the id listed anywhere in the options. I would like to at least be able to "export pdf" all the notes to a different page of that orders pdf, is there an easy way? please advi
using zoho books api to send sales order to contact
Hi, Does anyone have any example of the query string to send the sales order to the user? I keep getting the following response code: 1007 message: "The email address for this customer was not found in the customer's details. Hence the mail could not
Can I have customer pay invoice payment gateway fee?
I would like to setup online payment for the convenience of my customer. I'd like them to pay the credit card fee if they chose that method of payment. I would pay the Paypal fee though. can that be set up? perhaps via optional surcharge?
Restrict Control - Project Status
We're using a combination of Blueprints (at the Task level) and Flows (monitoring specific task statuses) to drive accurate Project Status. My concern is that while this system seems to work well, anyone with access to the project can simply Edit the
2016 Easter Holiday
The US & Canadian calendars do not reflect any days during Holy Week - Palm Sunday, Maundy Thursday, Good Friday or Easter. Palm Sunday or Easter doesn't appear on the Mexican calendar either. Ash Wednesday is not on any of them - I didn't check any others. I am certainly not a devout Christian, but to many, this is the holiest and most significant holiday period on the calendar. Is there a setting or something else I've missed in setting up my calendar?
Adding a report using information from 2 forms and a subform
New to Zoho Creator 5. I am trying to create a report using the data from a form and a subform. Is that possible in Zoho Creator and if so, does anyone have any tips on how it can be done? Thanks in advance,
Emails sent from ZOho CRM
Hi colleagues, I am sending an email to a contact in ZOHO CRM and adding 1, 2 other contacts (also recorded in CRM) in cc. I then want to go into the record of each person cc'd on my email and see the email there. This however doesn't seem possible.
How to view most recent order from same customer
Am running into trouble with conditional formatting in Record View. And I think it's because what I want to do isn't possible in Record View and I should add some kind of status to the Form itself which automatically updates with some code. I want to
No recibo correos a mi cuenta zoho, puedo enviar mas no recibir
Puedo enviar correos desde mi cuenta, pero cuando realizo una prueba para ver si recibo me lanza el siguiente error: Delivery to the following recipient failed permanently: saleszhang@sprintws.com Technical details of permanent failure: Google tried to deliver your message, but it was rejected by the server for the recipient domain sprintws.com by smtp.secureserver.net. [72.167.238.29]. The error that the other server returned was: 550 5.1.1 <saleszhang@sprintws.com> Recipient not found. <http://x.co/irbounce>
Webhook for webhook no longer works after URL change
Nothing appears to be posted. I see the count increase in the zoh interface (for # of webhook executions) but nothing is posted to my server. I'm monitoring the apache logs. The failure tab show no failures. Why is this failing? How can I see what is
Tip 15: How to schedule a task that runs at specific time intervals
Zoho Creator lets you schedule most of your routine tasks, to help you focus on the important stuff. You can automate things like: Generating invoices once a customer places an order. Generating monthly revenue reports. Setting up acknowledgment emails for users or customers. With Zoho Creator, you even have the flexibility to schedule jobs that run multiple times a day, or at specific time intervals. For instance, you might want to set up workflows to send out a project progress email on a daily
APIs - what is the file upload limit for pdfs ?
I have created a function that uploads pdf documents from a url so that I can effectively move from an old system to Zoho. I read on this page : https://www.zoho.com/creator/help/api/v2/upload-file.html The image and signature fields can accept an image
Message size exceeds capabilities of MX responsible for the recipient
Hello, I have a problem with my Zoho email address. I host my domain externally at Namecheap. When I send files to my email address I get the following error: "Message size exceeds capabilities of MX responsible for the recipient". Now the question is
Entity Relationship Diagram (ERD) of ZohoCRM
Does anyone know where I can find an ERD for ZohoCRM? Has anyone created one they would like to share. Thank you.
Feature Request: More flexibility in templates
We are beginning to use the sales orders module in Zoho Books. It would be nice to be able to add a blank column or two that I can create my own headers for. I'd like to see this in multiple templates, but I'm thinking about the sales orders in particular
How to apply retainer invoice payment to a specific income line item
When applying retainer invoice payments to an invoice, is it possible to apply those payments to a specific income line item? Here is a typical situation for us. We are a service provider, and our invoice income is divided between Labor and Reimbursable
getting internal server error while creating new bank transaction using postman
getting internal server error while creating new bank transaction using postman { "code": 1000, "message": "Internal Error" 500Internal Server Error
Integrate contacts with Books in Bookings?
Is there some way to enter contacts (already in Books) who make an appointment so I don't have to re enter customer names and emails? And conversly when I enter new names into Booking can it flow over to Books And is it possible to for contacts appointments
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