How to integrate a WordPress form in Zoho?
Hi! Can I integrate my WordPress form in Zoho? I have already created a forma in WordPress and i would integrate those in my Zoho CRM. It's possible? I don't want create a new form with Zoho
ios CardDav cannot connect using ssl
I am trying to sync my contacts between my ios devices (icloud) and zoho but all I get on my ios device is :Cannot Connect using SSL”. I have switched off 2FA and tried a password in Application passwords but no change. ios 14.4 I am trying out Zoho for
Inaccurate Total Contacts figure in Campaigns Dashboard
Why does the Campaigns dashboard show more contacts than I actually have in my lists? None of our lists are synced with any other portal, e.g. CRM.
What does the "follow" button mean / do?
In accounts, What does the "follow" button mean / do?
Connecting Domain Name
Hello! Is it possible to connect your own domain name for each site you create?
Zoho CRM Blueprint Transitions no related list.
Is there a way to setup up a CRM blueprint transition to use a multi lookup field as criteria?
Auto-create Event with Call Information after Logging Call
Hey all! I am new to the forum and am on a learning curve with these Functions. I could definitely use some help! Goal: I'm trying to create a function (and workflow) that will create an Event on my calendar upon completing a call or logging a call with
access denied from this IP address
I've sent six email support requests since last Thursday. Since I couldn't access my accounts, I couldn't access this forum - I had to sign-up a new account which was quite inconvenient. Simply, it's not possible to login to my CRM, my Zoho One or any
Populate a contact lookup field based on selection of a PickList
Hello, I know that i can setup a field dependency to auto select items from one picklist to another, but what we would like to be able to do is to select a District picklist field that contains a listing of cities and then populate a contact lookup field withing the lead with the correct person. is this doable? and if it takes coding help would be appreciated! Thanks, Rob
Contacts Module Button not converting to custom module
I'm trying to create a function that sends a contact from the Contact Module to a custom module FormerMembers (API name). I've commented out the delete line of code until I can get this operational. I get the success message, but nothing seems to be created.
Logarithmic Scale on Axis
Is it possible to change the scale on a bar chart in Zoho Analytics. I am aware I can merge and split axis but I can't find an option to change the scale to linear or logarithmic.
Function day of the week? Help.
Hi, I am trying to write a function that when I create a new Lead get a date information from one field and place it in another field with different format: Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday. Zoho CRM: Program Leads: Modul
Data Storage bugs
Dear Zoho, I am evaluating Zoho CMR and created a test dataset with all accounts and deals - all imaginary. I imported test generated deals from a CSV file. I also created some manual deals before the mass deals import. Then I removed two manually created
Analytics dashboard cards show sporadic inconsistent data after each refresh
Dear Zoho, I am evaluating Zoho CMR and created a test dataset with all accounts and deals imaginary. I imported test generated deals from CSV file. All went fine. However in the Analytics tab I get different results every time I refresh all cards or
WorkDrive not accessible for some users in the EU region
Hello everyone! Due to an on-going infrastructure upgrade in the Europe (EU) datacenter, some users in the EU region are facing issues in accessing WorkDrive. Our team is actively working to fix this soon and restore the service for those users. We are
How to find crm field name (not field label)
Zoho Cares is no help - they demand a screenshot - a screenshot makes no sense, completely non-applicable. Clearly someone is telling reps "always get a screenshot" arggg. Now it's the weekend and this is a critical issue for us. Here's an explanation
Email notification when a new file is uploaded
My question is quite similar with https://help.zoho.com/portal/community/topic/email-notification-13-9-2018 We would like in a specific Workdrive folder when someone uploads a file then some of our organisation users to be notified with email! Is it possible?
Email Notification
Can an email be triggered to admin when a new document is uploaded by team member
Bug in Quote - Discount value keeps changing
Problem providing an overall discount on a quote. Steps to reproduce: 1. Create a quote with 2-3 product items. 2. Provide an overall discount (eg: $2,000), use the Direct Price Reduction. 3. Save 4. Click Edit again 5. The Direct Price Reduction has
Filter in Zoho Flow Gallery, done wrong
When looking to see how one might go about utilitizing Zoho Flow, you look in the gallery, and put the applications you are interested in connecting, you would expect to see the apps that you filtered for, instead you see everything that can connect to
Zoho Flow - Creator to Excel. Add row to excel sheet using Creator Subform fields
I've created a flow which adds a new row to an excel sheet on submission of a Creator Form. It pulls through all the form fields i require EXCEPT for the Subform fields. Is this a known limitation of Flow or is it something that can be done? Guidance required please. Thanks.
Export Inventory Items Does Not Include Batches
When you export items from Zoho Inventory, there is a check box to include batches, but no batch information is exported. As well, using Zoho Creator, retrieving Items from Zoho Inventory results in an empty array for batches. Why is this not workin
Flow between Contacts module and Sales Order module
Hi I am trying to Create a flow between Contact Module and Sales Order Module. My Motto is Whenever a contact is created in CRM a sales order should also be created in Sales Order module of CRM. The Issue is Product details field is mandatory in Sales
How to step back
Does anyone know how to step back in this notebook?
PayNearMe Intergration
Please add PayNearMe integration as an option for Zoho books and subscription payments. To allow payment to make payments in cash at retail locations nationwide. https://home.paynearme.com/payment-types/cash-payments/
Zoho email is not loading on my computer
I am experiencing problems getting my zoho email to download on my computer. Previously i have not had any problems. Can you offer a suggestion on how I can fix this?
How to limit group calendar notifications to 1 per entry or change?
I receive multiple calendar notifications for each entry in a shared group calendar. For example, if I enter an appointment on my group zoho calendar I receive 2 e-mails: first from noreply@zohocalendar.com that notifies "<my name> entered a new event
Why is it is so difficult to create a list of unengaged subscribers?!
Help! I am desperately trying to find a way to create a running "live" list of disengaged subscribers based on the following criteria: 1) Zoho Campaign email bounced 2) Subscriber opted out of email 3) Subscriber has not opened an email in the last year I've tried the following to methods, but (in standard Zoho fashion) ran into unexpected roadblocks that prohibit me from accomplishing such a SIMPLE task. Use Zoho's List view by navigating to All Subscribers >> Filters >> Lists >> Disengaged Subscribers
Booking Plugin with CRM not allowing me to schedule new appointments
I cannot schedule new appointments in the contacts module using the plugin drop down options. When I select new appointment, the booking page loads, but when I click the service I want to schedule, it will not load at all. please help.
Integration with woocommerce
Hi, I want to know how to integrate woocommerce website data into zoho creator. For ex.,I have an order form in my website,once the order is submitted the data should insert into creator.
Disable OPT message while login
Is it possible to disable OPT message while login ? I want to login without send message to my phone.
POP Mail Download Failing Unless I Delete Emails in Zoho
I've uncovered an issue with the POP mail service and Zoho. I'm using Thunderbird as my mail client (I've been using it for nearly 15 years), and it suddenly stopped downloading email from Zoho. I have a 30 GB allotment for my Zoho account, of which I was only using 12GB at the time it stopped downloading, so I should have plenty of overhead in terms of Zoho storage. At first I thought it was just a well known issue with Thunderbird, which is that Thunderbird has traditionally used the MBOX file
Move Data from Multi Line to other Multi or Single Line
Hi, i am try to move a data from multi selectin box to a single or multi line. i can do that with single to single but problem is transfering froma multi line. i try to use this simple code as below; if(servis_personeller == null) { input.servisPersonel_Deluge
Not able to recieve email on zoho mail with shopify
Hello, I verified my domain yesterday but I was not able to receive an email 553 Relaying disallowed, I was still able to send email but I can't recieve, any idea how to fix that?
Email not Receiving
Cant Sent mail from godaddy server to zoho mail
No Backstage and Workdrive Integration
Hello, All of our presentations that we need for Backstage sessions are in Workdrive. The cloud import function in Backstage does not Workdrive. This is a big problem for us and our event. Please help. Thank you.
How to hide the small article icon?
Hello Is there anyway to hide the small article icon that appears next to each article topic in the Knowledge base (see image below)? I can't find any option but perhaps there is a way to hide it by using CSS?
Starter Question: how best to configure CRM for an Agency Environment?
Hello everyone, I am a new user to Zoho CRM (and Zoho One) and I am looking for some initial help/ guidance in Setting up the system so that in can be used it in a Marketing Agency - Consulting environment. Specifically, I am struggling with the following:
How can I get all threads from the correspondence in the ticket (incoming threads would be cool) in my widget?
Hello, help me please =) In my widget, when I click on a button, I need to get certain data from an external server. The format and content of this data depends on the key expressions (like order numbers) in the incoming threads that the catomers leave.
Corrupted and Unreadable - ZOHO Assist failed to join
Hello, I have used ZOHO Assist hundreds of times to remotely access colleague machines and help them, but today we are receiving this error no matter who a link is sent to. I have not seen it before and there are no articles about it from what I can see
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