Trigger Campaigns workflow when email is successfully delivered
Custom workflows can be added to email campaigns before sending by going to advanced options > response actions. However, the only available response actions are email opened and clicked. Is there a way to add a workflow to an email campaign that will execute when the email is successfully delivered? It would also be useful to be able to trigger a custom workflow when an email is bounced. Any suggestions would be appreciated.
How to change the Invoice / Bill upload template
With the introduction of TCS on sale of goods in India. I am unable to upload the details of TCS collected in the template format provided for bulk invoice upload. How to edit and configure that. ?
How to change the Invoice / Bill upload template in Zoho
With the introduction of TCS on the sale of goods in India. i am unable to use the current invoice upload temple. Is there a way i can change the template format. How to edit and configure that. ?
Inventory Module Problems
There are significant problems with the Inventory Module we have been reporting for the past two years and we have yet to see any progress on resolving these. The problems we have seen are: 1. You can DELIVER a Purchase order more than once which adds to the Qty In Stock value. Solution: Prevent Purchase orders from being DELIVERED more than once 2. If you delete a Sales Order with items, the items are not removed from the Qty In Demand. Solution: Don't allow the delete of a Sales Order when it
Insert Quote and Code Functions in Notebook
Hello, I am currently a long time Evernote user currently evaluating Notebook. I have migrated all notes over and am trying to create a workflow based on Notebooks functions. I have searched for and been unable to find any information about what the
Ring Central issues with documenting calls
I'm reviewing ZOHO CRM on a trial basis to determine if this is the right cloud-based solution for my company. One of the reasons we are interested is because of its integration with Ring Central, the VOIP phone system we use. However, it does not appear to be work very well. We enabled Ring Central within the CRM and are logged in. We are able to call out, but then when we end the call, the pop-up box with the contact's name remains open with the timer still running as if the call is still in
Zoho Learn: is it possible to share a full manual rather than just an article?
Trying to share a manual with someone within my team (who also has access to Zoho) and I can only seem to be able to share an article... is there no option to share the full manual with all its articles?
Is anyone else facing issues with CardDAV?
CardDAV seems to be working intermittently lately....and sometimes there's no sync for days. Wrote to Zoho support but they seem clueless. Is anyone else facing the same problem?
Sender Address Blocked 554.5.1.8
Hi, I am unable to send emails from my email dan@thefactioncgi.com can you please tell me why? Regards, Dan Gale
Thought I would A-vs-B Zoho Desk with Zendesk, and I gave up on Zoho after fifteen minutes
I need a chat support widget with one agent. Zendesk will do this for $5 a month (not bad!) but Zoho has a free tier for up to three agents, so I figured I'd give Zoho a shot. I put the Zendesk widget on one web page and it works out of the box. Perfectly.
Display produits images and informations like cart
I'm New in Zoho creator Please i want to display products from other form like this. And when i click on it, it should be add to the list like in the image in the top. Help please.
Connect Invitation Problems
This seems to becoming a problem with the various data centres. I personally have two Zoho accounts one for my business and one we set up for a charity. We eventually moved the charity over to Connect wanted to use it for our members (external). After
Work Drive Upload from Computer
I had tried several times to upload files in Zoho Work Drive and it is uploading fine. When I go back and check after a day, files are gone missing, and need to do it again. Kindly help what should I do in this particular issue.
Add a single date filter that could as a "Maximum Date" or run through date
AR reports often require an end date but have a static start date or not start date. It would be helpful to be able to filter all results up to that date. Currently we have to select a start date and end date.
ZOHO sales item report by shipping dates
Hello, I would like to create a report where items for a certain shipping date is listed. I would like to know what items/products we need to prepare / collect for the chosen shipping day. Is there any report available yet? thank you Emese
Detect Broken URL in Zoho Analytics Query Table
I built a query table to show images I am using on my website. Some of the images have a bad URL and the image is not displayed. Is there any logic to tell us if the image link is broken?
URGENT - Zoho Creator - Data Decryption - How to decrypt.
Hi all, Zoho creator appears to have encrypted 14 records in a table on an app I have created. There are around 160 records in this table and the only ones that are encrpted are the last 14 entered. I have attempted to decrypt the data, but this has
Dashboards show Dollars and not Pounds
I'm new to Analytics and i've checked the forums that suggest that you need to edit the data column with the correct currency and then the dashboards will show the correct data. When I look at the properties I can see that it's listed as USD and not
Using pivot table data for conditional formatting?
Hi! I want to be able to create a sales report that shows a weekly average of incoming sales. I have that report, (sales by week, total as average) but would love to be able to highlight customers whose incoming sales are below that average percent.
Package Slips Templates - Margins-Bottom on Item Table is too large
Hi, Can you reduce the Margins-Button on Item Table ? From the exemple bellow, with 3-5 items take 1 or 2 pages. because the marge between the labels "Item" and "Serial Number" is too large Can we have a logic system like this ?
Multi Line vs Notes Fields
What is the difference between the two?
Custom fonts on Zoho Forms?
Any way I can use my website fonts with Zoho Forms?
Display a webpage with simple message addressing a contact by name
What is the optimal way for a Zoho One user to display a message on the website addressing CRM user by name? In practice, I'm thinking of designing a webpage with birthday message based on an annual custom template where customer's name is passed as a
Restrict or create a notification when when a user submits time prior to a specified date.
Many professional firms require that all time is entered by a specified date and that no time can be entered for a previous date after time entry is due. For example: Everyone must submit their time by the 15th of the month. The time up to the 15th then
invoice with or push timesheet attachment
Please add ability to send invoice using attachment used during timesheet submission. Also, ability to mark atatchment as compulsory during timesheet submission.
Bug import ZIP HTML campaign
When I want to import my HTML for a campaign, Zoho remains blocked (more than 1 hour) on the loader.
Problem with API request
I'm trying to make an API request but I keep getting an Error Response 7018 Invalid URL Format. I can't figure out what I'm doing wrong. This is the request: https://reportsapi.zoho.com/api/<e-mail>/<db name>?ZOHO_ACTION=EXPORT&ZOHO_OUTPUT_FORMAT=CSV&FORMAT=XML&authtoken=<auth-token>&ZOHO_API_VERSION=1.0&ZOHO_CRITERIA=(%22CDO%22%3D%27260000%27)&ZOHO_DELIMITER=0 As a test I'm trying to pull just the records that have "CDO" = '260000' in the CSV format, can anybody see what I'm doing wrong?
Website not secure when I don't use www in the URL
If I go direct to https://efinancial.education I get a privacy error "NET::ERR_CERT_COMMON_NAME_INVALID" (In google chrome) But if I go to https://www.efinancial.education, everything is happy & works fine Is there a way that I can make the SSL certificate
Use a url field to create a html link
I realise that fields with http links in them link automatically, but is there a way to use the url field to link with a name type field and have it be a hyperlink? For example I have two data fields: name: google url: http://www.google.com In the list view, it could be displayed as the word google and when you click on the word google it takes you to http://www.google.com i.e: <a href="http://www.google.com">google</a> If anyone can provide a way it would certainly cut down on my columns. Thanks!
Site in not rendering correctly on mobile or tablet.
Hi Guys I do have a ticket in for this but being the weekend I have to try and fisnish this. I am using a template provided by zoho. No major changes apart from text and images. Browser is latest chrome for build and I have checked the site which is publisehed
Unable to send invoice via API {"code":7008,"message":"There are no contact persons associated with this Invoice."}
This was working fine when i was testing, added some custom fields into my estimate/salesorder/invoice and now am getting this error: {"code":7008,"message":"There are no contact persons associated with this Invoice."} //success do the rest salesorderID
Zoho Sign Automation
We are trying to get Zoho Sign to be a little more automated. We would like automate the progression of the sales document, after the customer signs the sales document, changing the status of the sales order. I see the module id and the document ID, so
Workflow Emails - Adding Non-Clicked as An Option
Hi there, For one of our workflow automations to work we need to have the option for the recipients to 'not have clicked a specific link in the email', so we can then send them a follow up about this particular point in the email. So far these is the
Unable to Change Custom Project Status Colors
Trying to edit some too-close colors for adjacent statuses. I can bring up the Template, get the colors pop-up, but clicking on another color doesn't have any effect. Anyone else run into this? EDIT: Tested on Chrome and Edge, identical behavior.
Spam Mail
Your mail servers are on the blacklist at Span Assassin. I updated the SP record as you suggested and I am still having my emails land in spam. I am going to have to quit using Zoho as my mail client.
Reserve bookings
We book out our team members and the equipment they use to clients. Sometimes 2 clients what the same person and date. our currents system let’s us place a hold on that team member for the second client in case the first client cancels. is this possible
Call Log Access to Mobile Device
Hi, Is there any way in Zoho to access the call log from the mobile device to generate a report in the mobile app?
How To Add Read Only Text To A Form
I am building a customer portal based on Zoho CRM. As the users will be clients with no training I want to provide them with help on each form / module. I am struggling to Add just a paragraph of help text/instructions at the top of each page. I have tried: 1) Using a formula to display some text - unfortunately this doesnt show up when they are editing a form. 2) Using a multi line field set as read only and using a workflow and custom deluge script to populate the field with a paragraph of help
How to send reply in Tickets as Contact via Channel Phone?
Hi Everyone, I created a ticket via PHONE Channel, when I reply the ticket with phone channel it gives me an authorization error while I already set the API for access and refresh token. send like this with POST method https://desk.zoho.com/api/v1/tickets/{ticketsId}/sendReply and
Troubleshooting in Creator #1 Tracing Missing Records
Tracing missing records in your database In large applications that handle data across departments, vendors, staff, and many similar stakeholders, it's important to have a clear mapping of the data, its owners, and users with access to modify them.
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