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
Moving My Emails From Yandex
Hey, How do i move my emails from yandex? If I get them through pop, they move to another mailbox, and since there is no unified inbox yet (after 9 years of requests), it gets impossible to move from my current provider... what do you suggest should we do? Thanks Jyot
Multiple chats going direct to missed
Hello Zoho Community. In the lasy 3 or 4 months I've been trying to solve something that it seems to be impossible. A lot of chats that my end-users opens are going directly to missed or popping into as notifications and suddenly disappearing even if my operators are online. I sincerely do not know what else I could do to solve it. I've tried SalesIQ app and its very glitched, tried enabling all popups / notifications on my browser and yet this keeps occuring. Did someone else faced something like
554 5.7.1 Email cannot be delivered. Reason: Email detected as Spam by spam filters.
Hi, I am getting this error when using Sendgrid to send mails through my website. Sender authenticaton has been configured on the DNS level through Sendgrid, so this seems like a blocking issue with Zoho? Full message below: REASON 554 5.7.1 Email cannot be delivered. Reason: Email detected as Spam by spam filters. SMTP-ID <N5uAs2jdSEiGhAmfpelbPg@ismtpd0001p1lon1.sendgrid.net> PROCESSED STRING September 12, 2020 - 02:39:22 PM MSGID N5uAs2jdSEiGhAmfpelbPg.filterdrecv-p3iad2-654c59b698-v2l96-20-5F5D23E8-15.0
Place feedback widget in help center
Does anybody know how to put a feedback widget in my helpcenter? I red the article about this, but get stuck on copying the source code to the help center. When I press save, the script doesn't seem to be saved. Any tricks on this?
Turn off ticket creation notifications for all
Hi All, Strange request I know but for the moment we would like to stop the new ticket notifications being sent to end users while we transition systems (and possibly support contracts) I cant find where this is implemented.
Hot to set agent landing page other than Tickets module
Hello, Each agent can set it's own landing page other than tckets. I'm wondering as an admosni, how I can set or update landing pages to another module than tickets ?
updateRelatedRecord does not overwrite CRM list
I am using the following command to replace the contents of a related list in the CRM with those of my own list. updateCRM = zoho.crm.updateRelatedRecord("Products",productID.toLong(),"Accounts",input.Account_ID.toLong(),Map:String({"Products":subList})); It adds the records of my list that are not in the CRM list just fine, but it does not remove the records not present in my list. In other words, It's adding the new records I want but not removing the old ones. Does anyone know if there is a way
"tiny" screen
HI I tried Bigin today, on a 1200px wide screen. It seems the tool bar doesn't like so much tiny screen, all button are mixed up. I guess some design should be redone :) regards
Certificate Automatic Serial Number
Hi, It is possible to have an automatic serial number/number that corresponds to a course inside an issued certificate per user? Or if it isn't possible right now, could this be part of a future update? For example: an image example of a bottom right serial number SEAW - is the course abbreviation 200004 - 20 is the year and 0004 is the number of the certificate issued Thank you.
The e-mails that I send are not being sent and all are not being delivered
I was a free subscriber to the postal service and I was unable to send an email to a group of customers consisting of 200 people or companies, after which I subscribed to the service of sending messages to a group of customers through the following service: https://www.zoho.com/campaigns/features.html But until now, the transmission fails and tells me that he only sends 100 emails at a time, and also does not arrive. I tried to send 5 emails and the sending failed my email : news@maydanalquds.com
Download attachment (to variable)
I'm writing a deluge script to download an attachment from one vendor and attach it to another. Zoho told me to use invoke url with a connector, but I'm not sure how to esatblish a connector between zoho crm and zoho crm. Any thoughts on how to do this?
Assigning value from field A to field B
Hi, I want to setup a function to assign the value of a formula field (DateTime output) in my layout form Licence Expiry Date to a DateTime field Custom Licence Expiry (we have an integrated system that reads values from the Custom Licence Expiry field). I wrote the following deluge function but it doesn't work, can anybody please help? CustomLicenceExpiry = getFieldValue("LicenceExpiryDate"); Thanks Wing
how to create a button in View and a timer
Hi! I am new to Zoho and I need a bit of help with something. I want to add a button in a View so that users can click and go to the next Form. How can I do that? Also, is there any way of inserting or creating a timer for my application? Thank you!
Disable 'Type your message and hit Enter' section
Hi Is it possible to disable message section from the initial chat page? If so, how can we set up?
The New Error Codes in CRM API - RECORD_LOCKED and NOT_APPROVED
Hello everyone! As you all are aware, Zoho CRM offers an option to upload images for a record. When a user uploads images, Zia vision checks if the record meets any Zia vision configuration rules' criteria, and validates them. Click here to know more about Zia vision. As a part of our upcoming enhancement, we are going to support the image processing state for the records. We have added two new error codes related to the same in the Zoho CRM APIs. 1. RECORD_LOCKED Zia image processing state In our
Create Aggregate Formula SUM Distinct values based other column
Hello everyone, I have two tables, one with the records of LEADS with a key of Channel/Month and another table with the TOTAL COSTS with one occurrence per key of Channel/Month. I basically need to create an aggregate formula that allows me to calculate the TOTAL COSTS per sum(LEADS) (basically divide one by another). The issue is that on the dashboard Zoho Analytics basically replicates the TOTAL COSTS for each LEAD, turning the formula useless. Is there any way to create a SUM function that only
ZOHO Chat / ASAP - Opening Times & Widget
Hi, We now have the ZOHO chat function up and running on the website. Thanks for fixing it! I have two questions: I am unable to add the opening times to activate the chat widget. How do I do that? I have seen the manual but the opening times / chat menu is not visible for me in SalesIQ. I am marked as the company owner. It appears the menu is missing. Can you help? Secondly: The chat widget shows 'we're online, how may I help you today?' The ASAP widget does not. In our software we use the ASAP
Email Filter Question
I need to be able to create an email filter which triggers an action based on a specified text string being present in the email body. Can this be done I need this because I am getting many tens of spam emails from my website ContactUs page and I need to delete then automatically.
List of Static Zoho Images and Icons
I am creating zoho bots for Cliq. I noticed that in the message builder utility (https://cliq.zoho.com/messagebuilder) there is an option to change icons and thumbnails, and that there is a default URL for these: https://img.zohostatic.com/chat/default/offic... I am wondering if there is a list of static icons and thumbnails user by Zoho that I can access, and if so, how do it get a list of all icons and their URLs? Having that would save me the time of creating my own and would also standardize
Deluge function/code for converting decimal to Base36?
Hi, I'm familiar with Excel converting Numbers upto base36 with the BASE function. BASE( number, radix, [min_length] ) Can we do this in deluge in Creator? What's the workaround if not. Use Case: I have an Auto-number field, based on the auto-number field which is in decimals, I want a formula field/function to generate a BASE36 number on another field. Appreciate the help, Thank you, Jayanta
Third-Party application access from unauthorized device from another country is spamming me daily !
Hello i am being spoofed by some unknown hacker in America for some unknown reason , it's been going on for a week now even though I changed my password multiple times and ADDED Zoho OneAuth on my iphone. I'm putting two screenshots down as proof that some unknown guy from America keeps signing in my stuff even with the auth on. I am very dissapointed with this e-mail service provider , this is the first time in my life where I pay for a premium e-mail to be under threat even after securing it with
Resend campaign to fixed email addresses that bounced
I'm hoping you can clear up a bit of the workflow with campaigns. 1) I send out a campaign to hundreds of contacts, some bounce 2) Employees call business and confirm the correct email address 3) Contacts in contact lists are re-synced with Zoho CRM and new/active contacts are brought to the list, which were originally "bounced" 4) Is there a way to have this original campaign follow up and send to the remaining contacts in that list, or do I clone the original campaign, create a contact list segment
How can I add tag to contact when subscribing contact via zoho campaigns API
When subscribing a user via Zoho campaign I want to be able to add tags to the contact (eg Free user) https://www.zoho.com/campaigns/help/developers/contact-subscribe.html Is this possible?
Campaigns - Workflow and "Push to CRM option"
Hello, I put in a workflow that goes from a signup from, to an automatic email, to an internal email. All good so far. After this, I would love to "push it to CRM". But, when I try this, I can only choose one account, while i want to put it to a specific person's account. When I try to skip this step by deleting it, (so I end on the internal notification email) I get the notion: "Please switch to multipurpose", while this is one of the End-of-workflow actions. This also happens when I try other
Zoho mail- I can't download and view my attachment from all my mail in zoho mail.
All my team 8 people, having the same issue. We can't download and view our attachment from our Zoho mail. We request Zoho mail could soft the issue ASAP. I tried to use there browser, clear the caches...etc. It could not work. I need to use my emails with the attachment urgently and we require the team of Zoho could figure out promptly.
Create chat from TASK
When i create a cliq chat from TASK there is a hue problem, the other peroson can not see the task source of the chat. When a converstation is created to cliq from Zoho projects TASK you should put automaticlyh a task link to the convertation. Otherwise must say to the title for what task is this chat. I tried to add the task link to tile but is HUGE
Receiver does not receive my emails, no undelivered message returns
1. I would like you to look into my emails sent from my xxxx@enertecpower.gr to xxxxx@logstor.com as the recipient insists that has not received any of my emails after double checking the spam and other folders and I have not received any undelivered response. 2. I also had a problem with @juwi.gr recepients (undelivered response was sent back) due to their strict policy involving the cisco talosintelligence service which has no good or bad reputation data about both my enertecpower.gr domain and
Can attendees see each other's names, pictures, or contact details when they join a webinar?
When attendees join a webinar through ShowTime, do they see a list of other attendees? Also, can attendees talk to each other through the platform or not?
Search in related list
Hello, Can you help me with one issue? I've created custom module "Payment plan" with field "Number" and lookup fields ('Accounts" and "Invoices"), and added this module as a related list to these default modules. So I can add items from "Payment plan" within Invoice card. But when I open modal window to add items, I can't search in any fields except "Number", but more convenient would be to search in other fields, for example in Account or invoice. Can I do this in any way? Screen capture to
Retrieve CRM Invoice Subject Field in custom function
For some reason the invoice "subject" field is not returned with the zoho.crm.getRecordById method. Essentially all other values except the field that is required to create is not returned. Very odd. But I need a means to retrieve this value in a crm custom function.
Zoho Meetings - How to see all the meetings and webinars set by other users
Hello, I'm admin in my organization, but I can't see meetings or webinars set up by other users. I was testing this with my friend who is also and admin. Is the reason -->admin can't see other admin meetings? What I need to do to see meetings set up in the whole organization. Regards, PJ
Emails Resending 10, 20, 30 times
I sent an email yesterday using Apple Mail (my usual email client) to someone and then a few minutes after sending it I received a warning email from Zoho saying the following: This message was created automatically by mail delivery system.THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Mon, 14 Sep 2020 18:12:43 -0700 from (my email) (my email) ----- The following addresses had fatal errors ----- (receivers email) Message will be
#18 Tip of the week: Exceptional working days in Zoho People
Did you know? You can mark a day of the weekend as a working day when special situations arise. This will let you extend your work week during times that require extra efforts.Click here to learn how to setup exceptional working days.
How to create a Sales Order by location (split by product) that can be exported into excel
Hi all - I am not sure if i am pushing the capabilities of zoho enterprise but here goes...I would like to save our Sales team building off line quotes and having to re key information that we have each time the customers wants a quote. Our data structure is Parent account, account, contact, site. There are often 1,000s of site at and account level, there can be some cross over of contacts and site contacts but we given them different roles to separate. We delivery different types of consultancy
Internet explorer - can't save notes in Zoho CRM
It just hangs when you try to save a note. It was working last week. Duplicated this on two separate computers.
Zoho Meeting only in english
Hello, I'm sharing Zoho Meeting webinar through facebook. The signup form plus everything is in English. I need it to be in French. So, is the language feature missing for Zoho Meeting? Thank you!
create a work flow for the sale order approve
hi.zoho I want to know is that possible to set a work flow like this. if the total discount value is higher than 30% of the sales order amount. then need me approve for this sales order. thanks you very much
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