Custom Button Field Access
Hello, It would be a major benefit to have access to related record fields when creating a custom button that invokes a URL. For example, if making a button in the candidate module that I could also include a URL parameter for the Job Opening ID. Thank you, William
How to associate multiple products to a potential/deal each with their unique price
I am trying to find a solution to associate the a WON deal to multiple products/services. The workflow function in the library is not working please help
Domain and Email Authentication Across Zoho Apps
I'm trying to authenticate my domain, but got a message that it's already being used. Why aren't all the Zoho apps authenticated once you authenticate CRM? How can I do a blanket authentication?
Downloadable/email confirmation
I have a download that people sign up with their email to receive. Is there a way that when they click the link to the download that it counts as their email confirmation? I don't want to have two links because people will take the download and not confirm their email. Thank you
IP Got blacklisted SORBS DUHL
Hello My IP got blacklisted into SORBS DUHL 166.62.27.63 Please help me into delisting.
TLS vs SSL
Hi there ! There is something I don't really understand regarding SMTP encryption. The documentation says that port 465 is for SSL, and port 587 for TLS. I have two questions : I am not an expert, but for what I know, everybody agrees that SSL should not be used anymore, only TLS is secure. Why offer the SSL option, then ? When I do some tests using openssl, it seems to me that : No encryption is available on port 587. And I get the error "SSL routines:ssl3_get_record:wrong version number" Port 465
Widget for Latest Date in Data
I have a series of data in Zoho Reports and 1 of the columns is date. Is there a way to make a widget that will report the most recent date in that data? I can't seem to get it to report that, just the "count" of dates in that column. Thanks!
Stuck on "Please wait, while we work our Magic!"
Hi I've just created an account but cant use the templates, it just says gets stuck on "please wait, while we work our magic" Can you help please Thanks G
Creating Database first in Zoho
Hi, I'm just wondering if it's possible to create a database first in zoho before creating any form? Or is zoho's database depends on the form you created or files you imported? Thanks in advance for the answers
Send E-Mail when a Scheduled Call is created through a blueprint
Hello, in a blueprint I am creating a Call activity in the during phase. In the after phase I want to send an E-Mai to notify the customer about the upcoming call. To do so I have to choose a E-Mail template. In that template, how can I specify the time of the call? When I type "#" to reveal the modules, there is no "call" related information. Is there any way, to attach a calender file to the E-Mail? Sunny regards, Artjom
App Problem
I have four shared apps in my portal, 3 are working but the fourth seems to be disconnected. I can open it but am unable to do any search or functions period.
Rename Uploading Files
Is it possible by renaming the uloading Files to keep the original Filename (ZylkerPricelist2020.xlsx) with maybe a Prefix Fieldname (e.g Customer Number: "KD1234") Result: KD1234_ZylkerPricelist2020.xlsx Is there anyway to get this result by keeping
New Services and Appointments Module
I am excited for the opportunity to integrate this new Services and Appointments CRM module for our service-based company. In starting to set up this module I went looking for an important aspect of services and appointments that our company would need
[Completed] Zoho Bookings | Scheduled downtime for EU users on September 27th, 2020
Dear Customers, We want to make you aware that we've scheduled a maintenance activity at our EU data centers on Sunday, September 27th, 2020, from 1:30 AM to 1:45 AM CEST (Central European Summer Time). During this period, Zoho Bookings will be completely unavailable for the accounts in our EU data centers. This means that the following will be temporarily inaccessible 1. Your Zoho Bookings account 2. The booking page links 3. APIs, Integrations and calendar syncs Note: Everything will recover back
Opening Balance import
i recently purchased Zoho books . now While i am trying to setup opening Balance by using Excel import i am getting the Error . Error : Contact Name: Enter a valid Customer Name AAny help will be appreciated. Thanks
How to implement direct and indirect sales?
Our sales comprises both direct sales ( i.e. selling direct to end-customer) and indirect sales where a reseller sells the services to the end-customer. In both cases we want the opportunity listed on the end-customer but we need to know when and which reseller is involved.How to implement such a sales channel structure?
the iPad app (landscape) has some overlap issue
Hello, Using Cliq on my iPad Pro, the french rtaslation shows one issue, when displayed in landscape... text is too long Hope this help,
Campaign Source Automatic Association with Potentials?
Note: My questions deal with Zoho CRM Campaigns, not the external software that Zoho so conveniently also named Campaigns. Question 1) If I have a Contact that is part of a Campaign and a Potential is created for the Contact, should the Campaign Source field in the potential be populated with the Campaign? Assume the Campaign is still open. Question 2) Is there a way to see the Potentials associated with Campaigns when in the Campaign Module. See the image, yellow highlights. I would think I
Tips and Tricks #33: Retain complete control over your data even when stored in a shared space
Hello everyone! We're back with another interesting WorkDrive tip for you all. In case you want to view our previous articles in the Tips and Tricks series, you can find them here. Managing team files can get a little tricky, especially when they are
Cliq and Projects Integration Question
The Cliq and Projects integration allows a project to be associated with a Cliq Channel. Unfortunately it does not appear that can be a external Cliq Channel. Is there any settings that can change that, or is that just the way it is? Thanks
Change from Cpanel to Cloudflare
While setting up the zoho mail, it was configured with Cpanel, while actually it was using Cloudflare. How can I change it to Cloudflare. Or should I delete the account and start fresh, it has no mails in it, it was created just a day before, if to delete, how to and how fast can I start another account for the same domain.
zcrmsdk.CLException.ZCRMException: <exception str() failed> when trying to get fields on Contacts
Hello, I can’t figure out why this code does not work. The first five lines work fine and the print dir of the contacts_instance prints the last call but it fails on the last call. Code: crmsdk.ZCRMRestClient.initialize(configuration_dictionary) contacts_instance = crmsdk.ZCRMModule.get_instance('Contacts') print(dir(contacts_instance)) contacts = contacts_instance.get_records().response_json["data"] print(len(contacts)) contact_fields = contacts_instance.get_all_fields() Result: /Users/ddow/venv37/bin/python
envio de correos al dia
Estimados cuantos correos puedo enviar al dia x hora por que me restringen,.
Is there a way to log MH emails on the contact in the same place where CRM emails are logged?
Hi - I'm trying to do two things.. 1 - build a report that shows contacts in the CRM that have not been touched by sales or marketing in X number of days. Our sales team is using sales inbox on the CRM side, and our marketing team is using MH on the marketing side. However, since (it seems to me) these things get logged in two different places, I can't get to this report done. 2 - give my sales team an easy view into any touches we have had with a contact, regardless of sales or marketing. Again,
Change phone number format in CRM
Hello, Currently the format for phone numbers entered into CRM look like this: 1111111111 I really need it to be (111) 111-1111. Anyone know how I can go about updating all CRM Accounts and Leads to this format? Thanks!
How to remove "Do not submit confidential information such as credit card details and account passwords. Report Abuse"
How to remove or change the wording of : "Do not submit confidential information such as credit card details and account passwords." "Report Abuse" "Powered by Zoho forms"
ssmtp Authorization failed (535 Authentication Failed) on Linux
Hi, I've read many threads similar to this one, but none of them could help. I'm trying to send mail via `ssmtp`, but the command hangs forever or the following error is thrown: ssmtp: Authorization failed (535 Authentication Failed) Here is my configuration file: root=foo@example.com mailhub=smtp.zoho.com:465 rewriteDomain=example.com UseTLS=YES FromLineOverride=YES AuthMethod=LOGIN AuthUser=foo@example.com AuthPass=1111aaaaa11111111111111111111111= The account does not use two factor authentication.
Spotlight 26: Host interactive virtual sessions with Backstage OnAir
According to a recent survey by Markletic, two of the biggest challenges organizers face when hosting online events are attendee engagement and interaction. Where in-person events bank on the impact of face-to-face communication to engage attendees, virtual
Importing candidates and associating with job openings
Is it possible to mass import candidates via a spreadsheet and at the same time associate the candidate with an existing job opening? I cannot figure out how to do so and cannot find any articles in the knowledge base outlining the process. If not possible on initial import is it possible to mass associate candidates with a job opening after the import?
No Sales Order Number in Books Flow
Hey Team, Sales Order Number is no longer one of the options when Sales Order Created is a trigger in Zoho Books. Why is that?
Unable ro receive mails
The response from the remote server was: 553 Relaying disallowed...... Unable to recieve mails
How to add task list (set of tasks) to an existing project
When we get an order, we create a project from a template. Sometimes in the course of working on the order for the customer they want a change, so we need to add a set of tasks around that change to our project task list. It is always the same set of tasks, so I'd like to be able to just import a task list to that project. Is there a way to do this? I have created a task list with the set of tasks needed for the change order, but I can't figure out how to add them all to an existing project
Email Migration via file method
Hello, I recently migrated from O365 to Zoho mail recently and I have stupidly turned off the mail subscription for O365. I was unaware that thousands of emails did not migrate properly to Zoho Mail... 4 years worth in fact. I have those emails on my laptop in a OST file. Is there any way I can migrate that file to Zoho Mail to reclaim my emails?
Lead to custom module
Hi, hope you guyes are fine and doing great. i was searching out to the solution of how can i transfer lead to custom module. what i am doing right now. i created a copy of lead manually and name it Do Not DIsturb, and in the workflow rules created a rule on lead module and its that when a Lead Status is DND/Do Not Disturb then custom function trigger. Through that custom module i need to connect my custom module, can any body help me??
Encrypt name, address, phone number
I see we can encrypt single line and number fields but I don't see how to encrypt name, address and phone number fields. This seems pretty important for an added layer of security. Any thoughts about how we can do this?
How to stop scrolling of zoho sheet embedded in a website
I am using zoho sheet as a calculator. I embedded the following html snippet in this website. <iframe width="500" height="400" frameborder="0" scrolling="no" src="https://sheet.zoho.com/publish/rfcircuits.info/pi-match-lp2"> </iframe> The width and height of iframe are adjusted to exactly match the dimensions of the sheet. But even with scrolling="no" option, the sheet is scrolling after embeding in the webpage. Is there a way to avoid scrolling of the sheet inside the web page or atleast hiding
Capturing IP address of subscriber
Hi, Is it possible to capture the IP address of a subscriber?
Zoho is not reliable. period.
I started my trial period of Zoho one last week. The migration from Hubspot has been nothing short of a nightmare. Mail does not work - CRM it is confusing - Mail parse is a dinosaur - and list goes on. I have contacted support several times. - 1 email 5 days ago - no answer. - a second email 4 days ago - no answer - a phone call to support four days ago, they said someone will get back to me. - never happened. - an answer from first email was received yesterday after hours for us (9:25 pm). Telling
Lack of alignment of DPAs with actual products
I'm just looking again at a DPA which I initiated/signed some time ago, when I noticed it was for Zohoreports. However, I wanted to sign one for Zohocreator, so this I've done now. Seems I got it wrong first time round. However, I also have Zoho Desk and Zoho Drive, but I can't find them listed, and I find it confusing... it provides Zohosupport and Zohodocs, but this is not the same?
CRM Deals Best Practice - Ending a Subscription?
Hey friends, I'm looking for some suggestions on best practices for building our Deals blueprint/workflows. We are a service business; we have several different lines of service that we offer for our clients to subscribe to. Our clients can subscribe to Service A, Service B or Service C. Clients can subscribe to any one or combination of services. And each service requires us to go to the customer's site to perform an installation. Sometimes we run into some technical difficulties during the
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