Zoho One | Creator Service scheduled downtime for EU users on September 27th, 2020 from 1:30 AM to 1:45 AM CEST.
This intimation is regarding a scheduled maintenance activity for the Creator Service at our EU data centres on Sunday, September 27th, 2020, from 1:30 AM to 1:45 AM CEST (Central European Summer Time). During this period, Zoho Creator will be completely unavailable for the accounts in the EU data centres. This means that the following will be temporarily inaccessible for these accounts: The Creator applications and their schedules, integrations, and APIs. The custom applications available under
Lead Page doesn't refresh
Currently my work flow is as follows. open lead tab. Click call button within the lead view. Complete call using phonebridge (Ringcentral) by clicking done Workflow triggers and updates lead record. One the lead tab the records don't refresh unless I press F5. Is there a workaround? I know if I update the lead using a custom button it works, but I need it to work from phonebridge. Thanks, Mike
please unblock my account
Attention: support[at]zohomail[dot]com. Dear Sir, I have not been able to send emails from my Zoho Account: hani.almuhanna@etihadcapitals.com please assist me unblock my account. Thanks. Regards, Hani Al Muhanna
Zoho Sign and Zoho CRM
Hola, Utilizamos Zoho CRM y Zoho Sign, ¿podemos vincular los documentos firmados a través de Zoho SIgn a la ficha de contacto/cliente en nuestra app de Zoho CRM? Gracias, Sheila.
Linking Customers to Customer Portal
Hello! I have a Form with 50+ Teachers. Each Teacher has multiple Students. Two Questions: 1) What is the best process for me to create portal access for all the Teachers? 2) If they log in to their customer portal and fill out a new form, how do I only show their students? Thanks!
Kaizen #49 - Share Records #API
Hello Everyone! Welcome back to another week of Kaizen! In this post, we will discuss Share Records via Zoho CRM API. Record-level sharing In Zoho CRM, users can share individual records from any module with other users in the organization. You can share records using share records API. Pre-requisite Users with the Administrator profile can always share records with other users in the organization. For users with other profiles, the sharing permission must be enabled. To enable share permission,
Pop up alerts when accessing specific accounts
Is it possible to have pop up alerts to notify a user of important information about a specific account when they first access that account? For example, our customers are schools and sometimes we have an arrangement for 2 schools to share the same licence. If one of the schools calls us to renew the licence we need to action that renewal on both accounts but if the user doesn't read the notes thoroughly, they may miss the fact that the school is sharing a licence. A pop up alert on accessing the
WFH Tip: 22 Update visitor details using the field_name attribute in the Zobot
Greetings from Zoho SalesIQ! Sometimes, it becomes necessary to keep visitor details recorded to make conversations more personal. For this, Zoho SalesIQ's Zobots can be configured to update details from certain fields during a visitor-chatbot conversation using the field_name attribute. This attribute can be used to update the visitor name, email, phone number, etc. in SalesIQ. Other details like ID, city, etc. can also be updated using the field_name. All information other than visitor name, email
Zoho Writer Doesn't Copy Numbered List Correctly
Hello there, I'm a content writer and I like to write my articles on Zoho first after which I copy and paste it to on my WordPress website. However, while doing so, I have noticed that the numbered list on Zoho Writer isn't copied correctly. Meaning, WordPress doesn't take the input as a list but rather it is converted to paragraph text. To fix this, I have to copy the article to a Word document on my system and then copy paste it from the word document to Wordpress. Is there anyway you guys can
Zoho CRM Invoice Module and Zoho Invoice Integration
Hello, I am using Zoho CRM Invoice module to keep all my invoices. Is there any way to sync or transfer all invoices in CRM Invoice Module to Zoho Invoice? Or is it possible to auto create an invoice in Zoho Invoice when I create an invoice in CRM Invoice module? Thanks Hayri
Insert custom text into forms
It would be handy to change the page format so that it can include customised headings, notes and information. This will help Staff members complete fields correctly. Not all fields have the option to include a 'tool tip' or 'static text', and we would like to make the forms as user friendly to complete as possible.
Why I can't change or add custom fields??
I try to add custom fields and its not appearing. Why and let us know how to fix. See the below screenshots
can't us Outlook
Sir, I try to use outloock 2019 but it fails every time 1- I logged to my email and active IMAP Access 2- I tried to log outlook with this configuration IMAP Server Configuration Server/ Host Port Mode In imappro.zoho.com 993 SSL Out smtp.zoho.com 465 SSL But it fails
How to change url of Zoho People?
Hi I am using Zoho People. Could you please suggest me how I will change the URL from https://people.zoho.com/ in to my own domain name? I will appreciate your suggestion. Thank you so much. Best regards,
Couldn't verify amazecovers.com
When I sent a mail the receiver is receiving the mail like "G-mail couldn't verify that amazecovers.com actually sent this message. (And not a spammer)" Also I cannot receive mails to the business mail.How can I fix this?? Thank You!
Meu email não está recebendo
Tenho o site hospedado no wix.com e o email no zoho mais não estou conseguindo receber poder me ajudar?
Why hasn't my second email in my autoresponder started sending?
I included a screenshot to show more. The second email should've started sending to contacts today at 9 AM EST but it doesn't look like any are sending. Can someone help me please?
Custom function connection with Zoho Creator
Hello, I am using a custom function to GET RECORDS on a APP that i have in zoho creator. This function allways worked, but now it gives the error: "No. of arguments mismatch for the integration function 'zoho.creator.getrecords' at line number 3. Resolve the errors and try again" So i fixed by inserting the rest of the params (index, limit and connection name), so my function is like this now: getrecord = zoho.creator.getRecords("roboplan_zoho","planeamento-plano-b","Tasks_Report","Task_ID ==test",1,10,"creator");
Adding Lookup Fields to Associate Deals and Projects
We need to be able to associate Tickets that come through Desk with a Deal or Project. While a Ticket for a Deal can be created through a tab in the CRM we need to be able to associate/track user generated tickets. This seems like a basic requirement and easy fix by adding Lookup fields as an option to the Ticket template.
Campaigns Autoresponder not working properly!!!
I'm making this post to report two HUGE problems I've encountered while trying to test my automation. The automation sends an e-mail automatically once a contact is added to a given mailing list (I have sync services set up so my CRM Leads get put in the mailing list). My first problem was an e-mail being sent to a test lead but never delivered. What I mean by that is that within Zoho Campaigns it says that the e-mail was sent successfully, but the e-mail never got to the account's inbox folder (or
Zoho CRM Calendar / Zoho Calendar Sync not adding events to which I am added
Hello, I have Zoho CRM Calendar synced with Zoho Calendar. When I create an Event in my calendar and I add another User as a Participant, the Event appears in the other User's Zoho CRM Calendar. This is fine and works as expected. When the other User views their Zoho Calendar, the new Event has not synced (I wait extended periods of time to allow the sync to happen.) Events created by the other User do sync across, so this problem seems particular to Events to which the User is invited not syncing
Detecting a user closing a form without submitting it.
I probably know the answer to this but I though I'd just ask in case someone has found a way to do this. is there a some kind of on close or on quit event where deluge script can be run when a user cancels or closes a form or quits the window that a form is open without submitting or updating a form.? It would be useful for us to do some data clear up if this happened to one of our forms. Thanks
Default Dashboard
Hi, I'v created my own dashboard vue, but everytime I go back to the Home (Welcom Page) on Zoho CRM, I have to change the view, it always return to another one, not my own or classic view. Any idea ? Thank you ! Regards, Romain.
Upcoming updates - May-June, 2020
Hello App Creators, We'll be releasing the following features in the next 2-3 weeks: API v2 Mobile SDK Federated login support for customer portal Lookup creation UI revamp Enhanced offline capabilities Support for duplicating permission sets Satellite and street views in map reports The following features from our previous posts: Freezing subform headers Beta property that brings improvements for printing and exporting records as PDFs Upcoming online training: - - - - - - - - - - - - API v2 Availability
Report of the Week - Team Performance Report
This week we will see how to create a performance report for each sales agent, based on your CRM data. This will help you monitor your team productivity, and identify your top and under performers. Here, we will use Zoho CRM data as an example. This can also be achieved in other CRMs like Salesforce CRM and Microsoft Dynamics CRM, by slightly modifying the queries. To create the Team Performance report, you need to create the following Query Tables. Customer Start Date Invoice and Recurring Month
Images from email signature attached to email
Hello, In our company we use email signature with logo and icons for social profiles. After several replies icons and logo from signature becomes attachments. Please let me know how we can solve that issue. We use mostly your web-interface, if thats important. Thank you.
Add items to groups with Deluge or Workflow
Good morning, I have Zoho CRM and Zoho Inventory in sync one way, so all articles that are created or edited in Zoho CRM are automatically reflected in Zoho Inventory. In Zoho Inventory I have created several groups of articles to be able to organize all the articles that come from Zoho CRM and that each article can go to a specific group. What I would like to know is, how can I schedule each article to go to a specific group? The articles have a text field that specifies the group that should go,
Zoho Bookings Issues
Just recently migrated from Calendly and Office365 to Zoho Bookings and Zoho Mail. Running into so many issues. 1. When I reschedule a Zoho Bookings meeting - it updates the meeting in my ZOho mail calendar - but still send the notification with the old date/time. It is so confusing for everyone. 2. Is there a way to integrate Zoho Mail/Bookings with Zoom rather than Zoho Meeting. The quality of audio/video for Zoho Meeting is terrible compared to Zoom. 3. When I move a meeting in Zoho Mail/Calendar
MX Records & SPF Problem
I wonder why system is not recognising my MX & SPF? What went wrong? I don't think I have did anything wrong. The last edit of MX Record / SPF was more than 2 weeks ago. Please help. I have not been receiving mail due to DOMAIN_NOT_RESOLVED, ERROR_CODE :DOMAIN_NOT_RESOLVED .
Trying to create a form that displays all active deals for that contact and allows them to update some fields.
I will explain what I am trying to do even further. So we have a deals module and in our CRM there are around 60 Franchisee Owners. Each deal is attached to a Franchisee Owner and are in certain stages (example: Appt Scheduled, Deal Lost, etc.). I am trying to build a form that displays the Company Name. Contact Name, and Created Time of the Deal (these are all fields in Deals Module) and allows them to update two fields (Notes and Status) then submit the information back. The end goal is to mass
Round Robin Distribution once there's a Field Update
Hi Is there a function that can do a Round Robin Distribution once the user have updated a field. I Created a group = Chinese speakers, English Speakers. Then I also created a dropdown field that says "Chinese Speaker,English Speaker" once they update the field to Chinese Speaker the lead owner would change to a chinese speaker but I want it to be a round robin distribution to Chinese Speakers Group everytime i update each and every leads record.
SPF record (EHLO domain), No published on sender4-of-o54.zoho.com
Hello, I have configured the SPF record successfully and verified it. Unfortunately, getting this error message below. No TXT Record published on sender4-of-o54.zoho.com
"Stacked Bar is not possible" error.
We are getting an error message when trying to embed a stacked bar chart in a web page. This bar chart views fine on the Zoho Analytics page, but when it is embedded it converts over to a scatterplot chart. The message displayed before the chart finishes is "Stacked Bar Not Possible as there are more data points. Online line or scatter chart possible." This seems like an error since the chart displayed just fine on the analytics page. Is there a way to fix this?
ERROR_CODE :551
Tried to send an email and got this bounce back message This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. ERROR_CODE :551, ERROR_CODE :This mail server requires authentication before sending mail from a locally hosted domain. Please reconfigure your mail client to authenticate before sending mail. Received:from mail.zoho.com by mx.zohomail.com with SMTP id 1469194047971413.58044875503754;
Zoho CRM Inventory Templates - HTML to PDF Conversion
Hi, I've created an Inventory Template using HTML & CSS and it looks good on the first page but when the content overflows on to the second page it appears to be cut off. And it also starts at the very top as you can see in the attached photo. It should start with some padding at the top. Ideally, it should use the css padding I have defined and apply to every page but it only does that on page 1. The HTML editor also strips off any @css rules such as media & print so I don't have much control. Can
Error 551
Hi I got this message back when sending to my partners email address: veronica@:vghr.net I manage to send to my gmail address without an issue. Is this an issue with my zoho setup, or my partners server? Thanks Alan alan.clarke@relocategib.com This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. veronica@vghr.net Error, ERROR_CODE :551, ERROR_CODE :This mail server requires authentication
WHMCS Support Module
Hello everyone, I have just taken on a hosting company that uses WHMCS for billing, support etc. I am a long time user of Zoho Desk and would like to integrate the new company into my existing support systems. Anyone familiar with WHMCS will know that there are only two default support modules, their own and Kayako. Has anyone found a way of integrating Zoho Desk? Are Zoho working on a module for this? Many thanks
Formula - calculate Avg per day
I have Monthly $ amount and Month fields I'd like to calculate $ amount / month days = $ / day i'm able to do it on excel, but not familiar with Zoho formula, could anyone give me advise please, thanks!
Adding Create Date without the time to templates?
I am creating templates for quotes, sales orders and invoices and would like to use the "Create Date" fields for these however it adds the time as well which is not needed. Is there a way of showing just the create date on templates?
saída de email bloqueada
não estou conseguindo enviar email erro 550 5.4.6
Next Page