How to make field mandatory in the portal only
Hi How can we have fields that are voluntarily entered into the CRM but are mandatory in the Portal? Ive written a function which detects if the record is being updated by a non-admin (ie a portal user), and if a field contains an empty string. But I
Articles you don't want to miss!
Hello Everyone, We are back with our monthly blog updates! This time, we have a number of blogs, articles and infographics that provide valuable insights on a variety of HR management topics. With these resources, we hope to help you create an ideal work
Zoho Cliq won't load pictures
Hi We are currently experiencing issues where the Zoho Cliq is not able to render picture in the chat. Employees have to reset the app if Cliq was downloaded in the store or Empty Cache using the f12 button on Chrome. Is there any workaround or fix that
Email Open Notification in Zoho CRM (Particularly Gmail)- How accurate?
Hi All, How accurate the Zoho CRM track if the email is open or not by the recipient? I noticed that whenever I send an email to my contact who is using the Gmail service, I get the email open notification right away. Is there any way to make this thing
Form fields are not populated in the Leads Module
I have a form on my website which captures Name, Mail, Company Name, Number and a Description where the the form filler can describe how our agency can help them. In the Leads module only the Name and email is showing and nothing else.
"message":"The value passed for the 'cf' parameter is invalid."}
Team, I am trying to write a custom function in Zoho flow to fetch ticket information from Zoho desk. The function is expected to retrieve the custom field(cf_incident_key) data from Zoho desk. some guidance here will be helpful. I have done various
Sales Report showing notes and activities from Leads and Contacts
I am trying to create a report that shows a break down of each salespersons activities for the week (calls and meetings) but also contain notes for each lead/ contact touched. I want it to be grouped by salesperson, then lead/ contact, and then type of
How do I display an individual's response to the survey after they complete the survey on my website?
In a similar fashion to online assessments, I would like to invite users to take the survey, see their results and recommended next steps on the website. How can I do this?
Zoho Flow - Updating a record in Zoho Creator does not work
I am trying to update a record status field in Zoho Creator using Zoho flow. First I do a FetchRecord on my App, once the data is received, I update the status field to what I want and just use the fields as is from the record retrieved in the previous
zohodesksdk utf-8 encoding issue
Hi Team, Whenever I create multilingual ticket via zohodesksdk-1.1.0.jar the characters lets say in hindi gets replaced with ????, So I did some decompiling and found out that below line was the issue: InputStream responseStream = HttpClient.getInstance().callAPI(APIConstants.HttpMethods.POST,requestURL.toString(),
Sales Activity Report
I am trying to create a sales activity report that shows calls, meetings, and emails sent sorted by user and then activity type. I can build a report that shows the calls and meetings, but can't include the emails. Can someone please walk me through
SQL Help - Find number of days it took to pay off an invoice
I would like to collect data on how long it takes to pay off invoices. Ultimately, it will be aggregated by customer but for now should return each invoice. For example I would like to see results along the lines of: Invoice ID - Days to pay 123456789
Making Email Related List Usable
Hello Zoho, We have a few e-mail related suggestions from our clients. These may not all be possible but would go a long ways towards helping users navigate the e-mail section easier: Add option to filter out Mass Emails from email list Right now, you
Zoho People Newsletter - January 2021
Hello Everyone, Zoho People's January Newsletter is out now! Check out the newsletter to know everything about our latest features, upcoming webinars, informative articles and many more! Click here to access our newsletter. Happy January!
Forms to
Hi, We have integrated our Zoho form to our Zoho desk portal as we prefer to have our website forms as a ticket type of submission. We originally tried the web forms directly from the Zoho Desk Platform but they had limited uses and we like the radio
MailPolicy violation Error delivering to mailboxes
Hi, im getting some problems to receive emails from my web server. Looking on mail logs i've found this: relay=mx.zoho.eu[185.20.209.166]:25, delay=1.3, delays=0.15/0.07/0.69/0.44, dsn=5.2.3, status=bounced (host mx.zoho.eu[185.20.209.166] said: 554 5.2.3
Push Zobot Transcript to create CRM Lead
Good day. How to i Push Zobot Transcript to create CRM Lead? Greetings Ceejay Els
Zobot
Dear Team, Anyone can help with this. I already configure this before we launch the zobot. But Send a Message and end the conversation in this case how do I test on it. Kindly help on this today whether there is send a message and end conversation are
Zoho Creator making REST api calls to a Moodle Web Services Module
Hi all, I am interested in hearing whether anybody else has tried to... Create a user account in a moodle system on the fly by REST API calls. I understand that someone in the Moodle camp was making a REST API Web Services module available within Moodle 2.0. Refer http://moodle.org/mod/forum/discuss.php?d=33521 It would be great if this could be accessed from Zoho Creator using many of the same techniques that are used, say, to make calls to Zoho CRM. Love to hear from anyone who has made headway
Paying First and Last Month of Subscription
Our company is trying to figure out payment processing. We're going to be using 12 month subscriptions & need to capture payment for the first and last month at the beginning of the subscription. What I have seen so far is that we're only able to charge
Zoho Campaigns campaign aggregate yearly report is buggy
Hi Zoho Community, Does anyone else feel that the Zoho Campaigns campaign aggregate yearly report setting can be a bit improved? Doing end of the year marketing recap and it was hard to get a count for how many campaigns we sent in each month without
IMAP issues with one address
I have several email accounts at one address on the morrispaint.com domain. One of them is consistently having issues with IMAP through Thuderbird. orders@morrispaint.com gives me an "imap.zoho.com has disconnected" error. It seems like I can only access
Cannot receive emails through POP settings
Cannot receive emails through microsoft outlook (POP settings). With app and online webmail its ok! Do you have a problem with POP or IMAP protocol?
Books Deluge Script
Trying to use the get function to pull data from a record in books. Issue I'm having is that it wont seem to work. I'm sure this is a really dumb mistake. Can someone please help. For example the "name" api field is just empty! But the details are returning
Planned Data Center Maintenance Dec. 26
Dear Customers, We have planned to upgrade the network infrastructure at our primary data center in the USA on Dec 26th, 2020 from 6:30 PM to 09:30 PM PST. During this upgrade, we will be moving all Zoho services to our secondary data center to
Excel Formula is Resulting in a #N/A! Error
Hi! I just converted my current excel work book to Zoho Sheet and I am going through the process of debugging. I have a formula that I currently use in excel that looks up the text in a column and a numeric value in another row. The formula should allow
cannot receive email
hello its been around 15 days am not able to receive emails its so important us kindly look into it solve the issue a soon as possible we have tried to so many time on your customer care but there is no response at all
Sending email to some hundrets contacts in list view
Hello, I have defined different contact list views. The lists have several 100 contacts, so I want to email them all. Whats the best way to do this? When I choose "Select All records in this view", there is no "Send email" button. If I select 265 pages
I can't receive emails in the mail!
Hello there! The problem is as follows: I can write a message to anyone from my email address, but if I reply to this email from that account, the email is not delivered.
Zoho Site - How can I link to MS Word docx format file that will not download as a zip file
In our site we have links which enable the users to download PDF and MS Word files. The PDF format works fine. The MS Word docx format is being downloaded as a zip file. What do I have to do to enable the MS Word docx format to be downloaded correctly
Zoho Subscriptions' year in review: 2020
Hello everyone, The team at Zoho Subscriptions has been keeping busy the past year. Here's a recap of some of our best updates from 2020, just in case you missed any of them. These were some of our key updates from 2020. We added much more features and
Zoho Projects : Make Tasklines drageable/moveable just like Tasks (same behaviour)! => more uniform setup & UX => ease-of-use !
Hello, I guess the title already says what i mean : Zoho Projects : Make Tasklines drageable/moveable just like Tasks ! => more uniform setup & UX => ease-of-use ! So not from the 3 dots in right-top corner, but as a drag/move-option (6 dots) next to
Get a value from custom field in inventory into an email of Zoho Books
Hello, When I create an invoice (Zoho Books) there is an automated email sent to my customer based on a specific date. This email shall contain a field content which is set up as a custom field in the product itself. How can I get the value from that
Importing Contacts- Account Issues
I have been importing contacts on a monthly basis with no trouble. I'm now noticing that account fields are no longer being populated during the importing process. I reached out to zoho and they seem pretty clueless. It appears I need to have an established
Workflow Rules Stop Triggering
Getting frustrated with Zoho Desk. It seems like every couple of months we'll find out (via a complaint) that Desk isn't sending out notification emails to agents. We will have not changed anything and they'll just quit. Support will typically try to
Sharing only one sheet from a workbook
Hi, I have a Workbook with various sheets, but I need to share Sheet 1 with one user and Sheet 2 with another user, I dont want the users to see each others information. I want to be able to consolidate the data from different users in one consolidated sheet only for my analisys. Is this possible at all? is there any work aroud this issue? Regards, Kioumars B.
Add owners equity without using the bank account
I am starting a new business and have recorded expenses in Zoho For goods and services paid for by me prior to starting the business. I have posted payment of those purchases from the owners equity account. I would like to recognise those payments made
Invoice scanning add-on supporting Dutch language?
Hi, We're considering a further integration of our accounting workflow with Zoho Books. One important requirement would be the ability to scan invoices with OCR to Zoho Books. I've found the Scan2Invoice solution, but unfortunately the developer confirms
Recording Loan
Hello, Been reading up on the zoho books resource material regarding loan entry. We have been asked to create a loan account through the charts of accounts and make an entry through banking module as an transaction > Other deposits. But I do not find other deposits options under money in section. Attached screenshot of my zoho books page as well as the one shown on the resource page. Kindly assist on the same. Thank you
IMAP integration
Will IMAP email integration be coming to Zoho Recruit soon? I use it with Zoho CRM and it is very helpful.
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