Subform Add Line Automatically
I have disabled the Add Line feature in the SubForm. But I do want to be able to add a blank line with a deluge script. How do I do that?
Adding White Space in Deluge Code.
Hi there, I've been coding in Deluge for around 7 months now. Something I usually do within my code files is adding some white space to section out parts of code. I've noticed in Creator, and other Zoho Apps, that when I save my code in functions, the
Workflow emails not sending, even though logs show email being sent
Workflow automation logs show emails being sent, nobody in the list is getting them and they are not going to spam or another folder. It is hit or miss, some of them work and are sent and others just show a log entry but no email is ever sent. Where can
Add 2nd line item to QuickBooks Vendor Bill
Is there a way to add a 2nd line item to the QuickBooks online Vendor Bill? And is there a way to map to Quickbooks custom fields on Invoices and Bills?
List of all Projects to Creator
I'm looking for the simplest way to keep an updated list of Project names and status as records in Creator. I have one portal and am looking just for the following data : Project ID Project Name Project Status I would like to run this from a scheduled
Automated Email Workflow based on no responses
I'm trying to set up the following situation. We have inbound leads. I'd like to have an email sent automatically after we (manually) add the lead to Zoho CRM. Then if that email is not responded to, I'd like to automatically send a follow up email in 3 days. And again, if no response, I'd like to send one more email 4 days after that. IF we get a response at any point though, I'd like to automatically stop the workflow.
Can't edit campaigns models after first edit, lot of errors in console
Hello, In Campaigns, we create a new campaign, we select a template from Zoho library, we make some changes and we save it as a new template. Then we create another campaign and select the last created template we made. At this point we cannot modify this one anymore, the text cursor never appears so we cannot modify these templates. There's a problem with the campaigns tool ? Thanks in advance. Best regards.
Zoho Mail Postmaster error.
Hey, How do i stop getting this error everytime when I want someone to email me? Message not delivered Your message couldn't be delivered to islipperycedder@goatcraft.co.uk because the remote server is misconfigured. See the technical details below for
I have two Zoho One accounts and one mobile phone number. This is a problem because I can't authenticate on the 2nd account.
I have two Zoho One accounts. My main which runs my business. A developer-only account. The sandbox features of CRM are great, and insufficient for me. I have only one mobile phone number which is already attached to my Main I see that I cannot assign
Email Indexing Location and Criteria
Hey All, I'm trialling Zoho CRM with a view to move from an old system we're using and getting the email functionality to work how we need it to is integral to our potential switch. Although Zoho's email functionality in the CRM is looking great, I can't
Emails undeliverable to ZOHO account
Sent an email to my ZOHO email address. Outlook said the email was undeliverable and gave the below error: mx.zohomail.com gave this error: Remote server returned an error -> 553 Relaying disallowed
Introducing the All-new Zoho Social: Elevate team-work, social content, and more
Hey Folks! We are excited to announce our latest product release. From content curation, to team management—we're covering a wide spectrum of upgrades with this release. Some of the key additions that you'll find will include YouTube integration, LikedIn
How can I send the ZProjects login mail once again to my client user?
I have added a client user to my project. Now my client frequently asks me how he can access our project system. Since he is using ZProjects only for my project, he always uses a link from ZProjects' update notification mails to login again (which are
Obtaining associated Account from Project
Basically, is there a Projects API field that contains the associated Account's ID? I am attempting to do some integrations between the Zoho CRM API and the Zoho Projects API. Currently all our projects are linked to an account. Despite being able to see this connection in both CRM and Projects, I cannot find any way to match them together via the API.
Timestamp for submitted forms is not my Organization timezone?
Hi, I have just set up a new form, and noticed during testing that the timestamp is Los Angeles, not GMT London UK. I can find where to change it in forms.. Why is this module not picking up my organization Timezone? I have Zoho One account. Thanks
Zoho CRM Mobile App - Notifications of inbound email
What options of notification on the Zoho CRM app do I have for Contacts with an inbound email? i.e. When a customer emails me, I'd like to get a notification on Zoho CRM app. Ideally that would be a badge and in-app notification (I am on iOS device).
short cut keys
hi i want to short cut keys of spread sheet and formula nanda83_b
Time Date Field inaccurate when picked up by field-placeholders in email template (consistently off by six hours)
We have a department in Desk that schedules sessions with customers, and it is mission critical that we tell them what time they are expected. We use a Blueprint to set conditions, and Alerts (Notifications) are sent to the customers showing the agreed
API value for boolean fields
Hi, I'm having an issue where the checkboxes are not changing to "Uchecked" when using the PHP SDK. Setting the API field to boolean value true works to check the checkbox, but setting the value to boolean false doesn't work to uncheck the checkbox.
Upon converting a lead, send multiple emails
Hello - I am trying to set up our CRM in Zoho and have hit a wall with what we need for our organization. I am quite new to CRM admin, so any help is appreciated. We receive leads, which consists of users needing medical assistance. We also have organizations
Commerce stores
Good day, We are a Zoho One user and are very instrested by Zoho Commerce. Would it be possible to see some live examples of Zoho Commerce? Best regards, Eddy
How can I add a page/dashboard defined in creator to the CRM as a tab?
See the title. We want to include our application in the CRM, and I can't work out how to add a page from the app to the CRM tabs.
Zoho CRM in Spanish
Hi all, my name is Alejandro and im interested in the Zoho CRM, but i can see that spanish not is a option lenguaje, please can say if Zoho is translating the software or need help for translate?? Alejandro alejandro@alejandroperez.es alejandro
Edited topic descriptions disappear from sign-up form
Hi I've just found that if I edit the descriptions of the topics I add to a sign-up form, the edits disappear after I save the form. You can follow the process from the screenshots. 1173: how the form starts 1174: I edit one of the topics 1175: I add
Wrong translation
Hello Team :) I started using Workplace. It started in english and switched to french. The translation is incorrect. French should'nt be translated into "Le français", but "français" (or "Français", Capital letter in the menu). Which means the acknowledgment
More WorkDrive features on Workplace Standard at the same cost!
Dear Workplace customers and partners, Hope the year 2021 is off to a great start for all of you. Adding to the positive note in which we've all begun this year, we have upgraded the WorkDrive storage and feature availability in the Standard plan of Zoho
Tips and Tricks #41: Pick and upload images on the slide in multiple ways using Show
Welcome back! As you all probably know, images help us enhance the visual appeal of presentations and add both informational and aesthetic value to our slides. Using relevant images on your slide can support your content and communicate ideas effectively.
Can you verify my settings on Namecheap?
Hello, I've never configured a private email before and there are no instructions for Namecheap specifically, so can you please confirm that this is how it should be? Other than that, I really like the service and the pricing. :) Thanks.
Change Display Email Name
I am sure this has been asked many times, but I don't know what keywords to search in order to find my answer. So I'm trying to switch from gmail to zoho, so I signed up under my gmail address, but I wanted to use a different name here. So my email for gmail is nrjensen11, but here I signed up under RainJensen. When I send an email to someone, I would like it to show up in their inbox as "Rain" or "Rain Jensen," but even though I changed my user profile name to "Rain," my emails are still showing
Woocomerce Integration
Hello ZOHO Team! I see that the Woocommerce integration is being tested which is great news. On our website, customers can make budget requests (not orders). Our environment is B2B. You tried to create a FLOW after creating an order in budget status on our website. 1) With the order data, I check if the customer already exists in our BOOKS database. 2) If it exists, I create a budget, but how do I create the budget lines with the WOOCOMMERCE product lines? 3) If it does not exist, the client will
Desk - Astuce #1 : Apprenez à sélectionner le bon canal de support client
Bonjour à tous, Aujourd'hui nous allons vous proposer quelques astuces pour choisir le bon canal client. En effet entre l'e-mail, le chat en direct, le téléphone, les réseaux sociaux, les formulaires web... il est compliqué de choisir le support adéquat
Zoho People Newsletter - February 2021
Hello Everyone, Zoho People's latest newsletter is out now! Check out our February Newsletter to know all about our latest features, upcoming webinars, newest articles, and many more! Click here to access our Newsletter. Happy February!
Is Cold calling still effective in this day and age?
What is Cold calling? Cold calling is calling or meeting a prospect without their consent with an intent to sell a product or service. To understand this better, in the movie, "The Pursuit of Happyness", the protagonist is first seen trying hard to sell
ZUG Virtual CRM Meetups - February 2021
We have opened up registrations for the Virtual ZUG Meetups for February 2021. In these meetups, our Zoho experts will discuss email integrations with CRM - how you can setup email integrations, an overview of the email configuration and more. Here are
Integrate Assist with CRM
I am trying to integrate zoho assist with my zoho CRM so that when a remote support session is scheduled, it is recorded in that person's crm account record. Thanks in advance for any help.
It's possible add kb inside ticket?
Hello, I want to know if is possible link inside a ticket the link of kb article. Thank you for your reply
How to change a field in existing tickets
Good morning, I need to make the following actions. In the existing tickets, independently from the status, I would like to change one of a specific field when the subject of a ticket contains a specific name. Example: if the subject contains the word
How to create custom fields for particular list
i have created custom fields in zoho in list but the custom field are also available in other list For example i created date field in one list,but the date field is mandatory in other list also can any one know the way of creating custom fields?
Deprecating Support for Authtokens
If you use Zoho Desk's Rest APIs, chances are that you're familiar with authtokens—a form of security token that authorizes third-party applications to access the user's (Zoho Desk) account. In the coming months, we will be deprecating support for authtokens indefinitely. This means that post November 30, 2020, we will not support the generation of new authtokens. Put simply, if your apps rely on authtoken authorization, they will be unable to fetch information from Zoho Desk beyond the EOL date.
Help Centre customer pull reports
Good Afternoon, We have a customer who would like to pull reports of all open tickets from the help centre, is this available through the google analytics that we can make available to customers via the help centre site? Thank you.
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