Add second email account
Hallo, for work I normally use 2 email adress but I'm not able to register the second account I use on Zoho... Is there any possibility to do it from the email configuration or other...??? Thanks Carlo
Zoho Projects - few questions
Hello, I have few questions regarding Zoho Projects: 1. When I create a project. I have to create milestones and later on the task list. Only then I am able to create tasks. Is it possible to create tasks without task lists? So only milestones and tasks...
Tip of the week 39 - The art of using emojis in your emails
Did you know that there's a day dedicated to celebrating the value of emojis in day-to-day communication and it happened no longer than two days ago? Yes! The whole world celebrated Emoji Day on the 17th of July. While emojis are seen as a catalyst to have interesting personal conversations, many people are still a tad hesitant using them in the professional sphere. So, as a marketer, should you be using emojis in your emails at all? If yes, in what ways? Let's find out the answers. First things
Sending mails from gmail as alias
Hello I'm trying to configure gmail for sending messages as an email address configured with your server but I get the following error message: When you send emails with the mymail@mydomain account, you have to use llocs.net SMTP servers. However, your
Sign up form on website opens a new tab after sign up
I am having problems with Zoho campaigns, everytime I fill out my sign up form on my website it opens up a new tab I am currently using Zoho campaigns via the API, my website is www.prepfitapp.com, when you choose a category it gives you a sign up form
Trigger workflow/webhook from analytics to Zoho CRM?
Can Zoho analytics trigger a workflow or webhook to Zoho CRM? We have a sum column in one of our dashboard which we would like to use to trigger a field update in Zoho CRM. Thank you!
Combine TEXT fields & Date Field into one Formula Field
I have three fields I want to combine, with separators. FieldA (text field), example: Bob FieldB (text field), example: Smith FieldC (date field), example: 10/28/2020 I would like a calculated field to show the following: "Bob: Smith, 10/28/2020" How
Hide/Show fields in subform in a for loop
Hi! I have a subform that I'm iterating through with a for loop. I want to be able to hide specific fields for particular rows in this subform. I know how to hide fields for every entry in the subform, but I cannot find a way to hide fields for particular entries in the subform. Is there a way to do that? Any help would be much appreciated!
Zoho still sending us spam mails
Lee Joseph from Zoho Creator (Lee Joseph <lee@zohocorp.com>) still keeps sending us spam mails, though we were told some weeks ago he would stop doing so. Can somebody please tell him to stop his spam mails? Thanks Juergen
Upcoming updates - August, 2020
Hello App Creators, We'll be rolling out the following updates this month: About upgrading to Creator 5 File preview in reports Displaying published components inside published pages External hosting for widgets, and more Supporting record templates in
Problem with sevDesk (field "product_details")
Hello, I am trying to connect sevDesk with Zoho CRM. The first trigger is supposed to create a module entry (invoice) while fetching an invoice in sevDesk. Unfortunately I am facing issue regarding at least one of the fields. I have no idea which variable
Quotation marks in a string
I see this same question multiple times in the forum, but no answers. How do you set a string variable with a " embedded in it. I need the resulting string to be ... "text"... It cannot be a ' Help please, thanks!
Triggers for CommandCenter
Hello, I am trying to figure out in CommandCenter whether, when you add multiple triggers, if ALL triggers need to be met or if ANY criteria need to be met. Ideally you would specify but I am beginning to think that ALL is the default and only option.
Package Number is NOW mandatory
Hey Team, I have an Inventory Flow and I updated to the new Inventory Flow version. When creating packages, it is now mandatory to fill out Package Numbers. Package Numbers are supposed to be auto generated. How do I auto generate Package Numbers in the
Sprints to Analytics
How to import project information from Sprints to Analytics? I know there is no direct connection, but how can I turn it around while developing the integration?
Contacts with zero tickets
I want to create a report showing contacts that have zero tickets associated with the contact. When using Analytics, summary or pivot table, it won't show me records with zero count.
How to score a lead in Zoho CRM when a form is field in Zoho Forms
Hello, I have created some forms on Zoho Forms that are related to contents you can download on our website. Depending of the forms, I would like to be able to score a lead in Zoho CRM. For example, if a lead fills the form A, I add 10 points. If he fills the form B, I add 20 points. Zoho Form is synchronized with Zoho CRM. I don't see this option in Zoho Forms. In Zoho CRM, If I want to create a scoring rule, I am not able to choose specific forms. The rule would apply to any forms which is not
Diagnostic-Code: smtp; 554 5.2.3 MailPolicy violation Error delivering to mailboxes
Starting last Friday, October 23, I've received two emails with the following error: An error occurred while trying to deliver the mail to the following recipients: (email removed for privacy)-MTA: dsn; a8-81.smtp-out.amazonses.com Action: failed Final-Recipient:
WhatsApp Pauses Client Onboarding
It has been 4 months since the beta of WhatApp Integration, powered by Twilio, has been released—whereupon we had received a plethora of requests. We were able to onboard a few of them in batches, while other customers are on the queue. At this stage,
Mark articles as favourite
Hi, It would be nice if a user can mark an article as favourite. Maybe this user can see all favourite articles in his/her profile. To find these articles back easily.
Annexure Font & Tab Issue
I just updated the Annexure text and the formatting looks great when viewing via the Estimate or Invoice (see attached screenshots), however it defaults to Times (or other serif font) when I print the document and download it (see attached pdf). What
Dynamically add your visitors' data using Visitor APIs.
Visitor APIs can set a pre-defined value for your visitor's data; this can help you store visitor data on your site, speed up the support process, and reduce redundant data in your SalesIQ portal. You can enable Visitor API if you wish to skip the pre-chat
About PHP SDK client application registration
I use the PHP SDK. However, I am in trouble because the procedure on the site and the actual page are different. When I visit accounts.zoho.com/developerconsole, I'm redirected to https://api-console.zoho.com/. The redirected page is different from the
I'm new and don't know where to start
I currently have a few applications built on Caspio and I am looking to migrate those applications to zoho. I have a large database of addresses that I want to build a custom search for, and I can't figure out where to start. I have imported my addresses
All users activities have gone off the CRM.
Hi We have noticed this morning that all our users activities as in their tasks incluing mine have disappared, its saying no activities found. Its not just the Not started ones it all status inclued completed. How do i get them back. This is urgent!!!
Zoho CRM Plus and Zoho CRM Mobile App Field Layout
Is there no way to change the orientation of fields in the mobile app? I have fields on the desktop version setup in two columns going top to bottom, but on the mobile app it obviously converts it to one column but stacks them left to right. So where
Change ticket status automatically
I would like my users to be able to email out ticket system and flag the email as High Priority by pressing the Red exclimation button and then the ticket system will change the ticket priority to a certain status like Critical. I have it seup using a
Creator and Zobot
My company has the whole umbrella of Zoho apps and are looking to fully integrate across the platform. We have used Zoho Creator to create our webspace and want to use a chatbot to interact with out clients using the power of deluge and zia... I really
Create Sperate Portal for Zoho analytics for each account
Hello Zoho Support Can we create separate portals for each user? I want each user to only access/view/edit the reports, the data they are authorized, they can only create the report that they are authorized in data as well. Please guide me if it's possible?
Brazilian at zoho analyst
Olá pessoa meu nome é matheus oliveira e uso o zoho analista para elaborar painéis de gestão no brasil, haveria algum brasileiro na comunidade onde ele pudesse trocar experiências e conhecimentos sobre a ferramenta? por favor contacte-me e-mail: mat
Tips and Tricks #33: Pick the right animation effect for your slide chart with Show
Hi everyone! Want to emphasize numerical or qualitative data using charts in your presentations? Great news: Show makes it easy to highlight your data using animations. In addition to animating the whole chart at once, you can animate every element
Portal across Zoho One apps
Will Zoho consider a customer portal that works across all Zoho apps? I know Zoho CRM, Zoho Creator, Zoho Books, etc each have their own customer portal feature. Our company uses all three of these apps to manage our customers data. To provide our customers
Feed Portal
Everytime i go to check the feed of different people in the Company i scroll and see the comments but if i want to change something from the task (date, recurrence, etc) when i click it opens a window with the task information that i have to close to
Choose the fields returned with zoho.crm.searchRecords
Hello, I would like to know if there is a way to only show "selected fields" with the zoho.crm.searchRecords function. By example : in my "contacts" module i only want to info the name, the society, the phone number etc.. Thanks in advance for your
Community Learning Series | Digest #6 - October 2020
Dear customers, We're happy to bring you the October edition of our #CommunityDigest! This month has been really special to us, as we just completed 6 years in the market. First of all, a HUGE thanks to you, our customers, for helping us get to where
Add call result after call complete
Currently when you use the +Call in open activities it opens the create call form. The form has call results there. When you click start calling it closes that form and opens the phonebridge popup. When you click done the call ends and logs under closed
from picklist to multi select picklist
Hello, how can I transform datafield with typ selection (pick list) to typ multi selection (multi select picklist)? is there a workaround wy for doing this? Thanks!
Feature: Combined Field
Hi, As mentioned here: https://help.zoho.com/portal/en/community/topic/combine-text-fields-date-field-into-one-formula-field, You can create a formula field that contains values from multiple fields. It is a nice feature! But, You still have all the original
Tiggering a ZOHO Flow with a CRM Button
Is there a way to effectively trigger a ZOHO Flow with a ZOHO CRM Button?
Fetch records from Books especially the General Ledger accounts?
Hi there, I'm trying my hand at creating an app and I need some help in fetching records from Books but especially the general ledger accounts and cashbooks. I havent been able to find a reference to this. I would appreciate some help... Much thanks, Shawn
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