How to see feed for specific project in Projects 7
I don't see the feed option for specific projects in Zoho 7. Further, when I search for the project under "Select project" many do not show up. It seems to only have recent projects. Attached is a screen shot of the "Global" Feed I tried. Again, I'm primarily
Consigo enviar mas não recebo os e-mails
Olá, eu consigo enviar e-mails mas eu não recebo, como corrigir este problema?
Service within a specified time.
I would like to offer a service say "Early Bird Special" that would only be available during a certain time period. Is this possible and how can it be done?
Zoho CRM says "Invalid input for Name. The expected input type is text." what doesn't mean ?
we had this error with five flows
How to get old value and new value of a field of a row in sub-form
Hi, How can I store values of any field before it is modified as I need both old value and new value in my application. Also it is not one field but I want this for a field in each row of a sub-form. Is there any way to do this? If I write a code on User Input then only new value is available old value is gone. Similarly it is difficult to store these values on On-Load trigger as there any many values. Please help. Thanks, Milind Manohar
I can send mail, but i did not get them.
I can send emails to others, but i don't get any. I have domain from godaddy and i do TXT record verification. I was trying to solve my problem and i accidentaly delete this TXT. What do I have to do to get emails? and do i have to verify it again at
CRM to Google Calendar Sync Issue: One Time Meetings
Has anyone else come across the issue where some one-time Zoho CRM meetings do not sync to their Google calendar? I set up many of the meetings for our organization directly from the CRM calendar. Recently, random ones will not sync. I conducted a chat
Recording Contacts by using multiple webforms for two different services
I couldn't understand that how we record data from two different webforms and automatically separate them in 'Contacts' module. Scenario: We are managing two different businesses with separate websites. For this purpose two different web forms have been
I have once created an account with : eyeRecruitDev@gmail.com
Hi, I have once created an account with : eyeRecruitDev@gmail.com With a domain that was set on : eyeRecruit.co.uk When for the second time I tried to login to my Zoho account through the google option , all the settings were reset and removed with no
You do not have permissions to create this account in Zoho Mail. Reach us at support-as@zohocorp.com for further assistance
Hey, I am having this problem while trying to create an account. Could I please get some assistance.
Cant see my successfully imported deals from XLS in "Deals View"
XLS load was successful yet I cannot see deals in "Deals View"
Archiving mail from Apple Mail
Hi, I am using Apple Desktop mail service. When I try to archive mail it states "null" destination mailbox does not exist.
Consigo enviar, mas não consigo receber email zoho
Boa tarde. Estou com um problema muito sério: consigo enviar email a partir da conta do zoho, mas nao consigo receber nenhum outro email. O email é o silvander@solucoescriativas.art.br Poderiam me ajudar?
Community Learning Series | Digest #7 - November 2020
Dear customers, We're happy to bring you the November edition of our #CommunityDigest! Starting now, we're introducing a new section to our monthly digest: Subscription Bulletin. The idea is to bring curated news from the subscription industry, so that
Reset ticket number counter
Hi, Is there a way to reset the ticket number counter? After performing various tests we now want to reset all ticket number counters and start normal operations with actual customers. Thanks in advance
Why and how choose Zoho Flow or embedde Workflow CRM function ?
We use Zoho CRM workflow functions. Zoho Flow performs workflows between the Zoho world and third-party apps. When is it better to use Zoho Flow rather than CRM workflows? I sent few weeks ago my question but didn't received answer yet
Block entire domain for reception
I get requests from companies who want to block not only a specific recipient but the whole domain from receiving messages. Is this possible? Example office@company.com Everything should be blocked @company.com ------------- Ich erhalte immer wieder mal
Countdown in Forumla field
Is it possible to get a countdown in formula field? I have a date of birth field, and also an age field. (Year(Now())-Year(${Contacts.Date of Birth})-If(Month(Now())*100+Dayofmonth(Now())>=Month(${Contacts.Date of Birth})*100+Dayofmonth(${Contacts.Date
Não consigo enviar e-mail (Razão: 554 -5.1.8 - E-mail outgoing blocked)
Olá! Tento enviar e-mail mas não consigo. Aparece isso: Razão: 554 -5.1.8 - E-mail outgoing blocked Só envio e-mails para meus clientes! Espero que me ajudem! Obrigada! Paula Ribeiro contato@paularibeirooficial.com.br
Email invoices with reservation at hotel
Hello. Do anyone got this problem too? Every time i send an invoice email to a client it make a reservation at some hotel and it happens to a specific client. I don't want that. I checked email invoice template but everthing is OK.
Default Order for getRecords
Hello, I would like to know the default order in which getRecords returns records. In short, I need to always be able to select the most recent record and will not go about designing a function that selects the most recent record if the first record in
Zoho Mail and Zoho CRM login access
I use Zoho Mail and Zoho CRM. It is possible to have separate credentials (Password only)? I will need the same email user name, but two different passwords for Mail and CRM.
This Week in Zoho News - CRM Zen Show Episode 121
Click here to listen to the podcast. Zoho News Zoho CRM Will Now Require "CRM Users" First Name As A Mandatory Field This is a bit of a rambling post. But the bottom line is the when you set up a New CRM User, you will be required to fill in the "First
Searching Attachments
Is it possible, via the global search (or other search) to search text within attachments and/or notes?
Would you recommend Zoho bookings for holiday homes
Hi I am looking for a way to book nights at my holiday home - those of you who are currently using ZOHO Bookings do you think it would work. I've had a quick look around, but I am not sure if it will work. We currently only let it out to a select few,
Lead Source management in CRM
Hello, It is not clear to me how the lead source field works in CRM. Is there a way to automate the filling of the field, not with a hidden field in form, but in a way that it tells me if sayd lead comes from ads, organic, etc? Moreover, I've seen the
On form submission check if similar record exists
I want to run a check on each form submission. It should check all existing records on any matching records based on two fields, DOB and Last name. If a match is found it should send an email. I think I am close but not exactly the right code. Can anyone help? Tried this as a workflow on created on success: pnRecord = Register[ID != 0]; for each pn in pnRecord { //fetch matching person records by DOB and last name pm = input.Date_of_Birth == pn.Date_of_Birth && input.Name.last_name == pn.Name.last_name;
Automatically Update "Lead Owner" to the last user who updated the lead
I have multiple users working on leads and would like to automatically change the lead owner to the last user who updated the lead. For example, all leads come into Zoho CRM with the same lead owner. Our call center staff are not assigned these leads,
Auto-updating custom module's date filed based on deal's starting date
Hi there, I'm trying to create custom function which auto-fills custom modules date by referring deal's date. We're running a photo studio and there are some rental clothing (custom module). What I want to achieve here is when we create shooting details
Lead Conversion & Account Creation
Hello everyone, We need to create accounts for every lead conversion. We have residential and commercial customers. The system defined field "Company Name" required for account creation is thus confusing for our team, since we need to create accounts
Create Button to register sales visit
Hi, I need a function for a button that I have created. When the sales person clicks the button, two fields must be updated: VISIT (list field) --> updated from NO to SI Date visit (date field) --> updated with the current date Thank you
Customer type in CRM
Hi, Looking to possibly start using Zoho CRM. We have a wide range of customers that we market to differently based on type. How would we set our customer base to be able to report and email based on the type of customer? Can we assign to groups...etc? Thanks, Christina
Update parent form with data from subform
Hello, I am trying to set up a workflow that will allow me to pass some data from a subform back into fields in a parent form. The Subform does have a lookup field that refers back to the parent form. How can I reference this in the deluge script in
Email Blocked
The email I use for my business has stopped receiving emails for almost a month now and I have been receiving several complaints from other businesses trying to reach me. I have tried to send myself an email to see what the issue was, and this was returned: "552 5.1.1 <example@sptuneup.com> Mailbox delivery failure policy error" I'm not very tech savvy but it seems you guys are the ones who can fix this issue, and I need this issue fixed as soon as possible before any other problems arise. Also,
Auto Update a Date field
I have an employee form where the "Years of Service" date is calculated based on his/her hire date. yos=dateofhire.days360(zoho.currentdate)/365; When I view the record, the Years of Service is incorrect. If I go in and create a new or edit the date of
Custom Function to populate Email Field in Opportunity from Related Lookup Field
Hi, I would like to populate a custom field called "Contact Email" on the opportunity module, with the email address of the related contact from a lookup field in the Contacts module. I have been attempting to write with as a custom function but could do with some help with the deluge script please.
Auto-fill name field
I have created an app with the following forms Registration form -User enters their Name in a name field Scheduling form -There is a name field that should auto fill with the user's name based on what they filled in the Registration form. How can I do
Extension Pointers JS SDK Series #3: Delinking a related record in a Zoho CRM module from a widget
In synchronization, it is important to be able to associate and dissociate the required data at the appropriate times. In our previous post, we mentioned the method to fetch related records in a Zoho CRM module from a widget. In this post, we will explain
Calculate ages
Hi I'm not technically minded and need to be able to show peoples ages in the Contacts app based on the Date field. Is this easily done? I've had a look at the formula field and got a bit lost! Thanks. Richard
Auto Update Currency Rates - using workflow or script / API - any suggestions?
Hi, Has anyone any suggestions on update currency rates on a regular basis and any suggested sites or APIs to use. Basically I want to automate the default exchange rates on a regular basis without user intervention. Thanks Nick
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