Tips and Tricks #29: Two ways to insert hyperlinks effectively in Show
Hi everyone! We're back with another tips and tricks post for you all. In case you missed our previous post in the Tips and Tricks series, you can find them here. Did you ever want to hyperlink a text or an object in your slides? Well, this can be done
Importing email from Thexyz
I have recently merged two companies, one is using Thexyz for email, the other Zoho. I am new to Zoho and wondered if we can import email into Zoho mail? When I moved mail before with XYZ, they used this migration tool. Can I use something like this here or is there a better option?
Creating Bulk Bills
Hello i receive invoices from Suppliers and i make them payment after 15 or 30 days say they are 30 or 40 Invoices which i need to pay them after creating Bills and then Record Payments i need to know how to create bill in Bulk as i do not want to create single bill for 40 invoices as its time consuming to record bulk payment i have seen that you have a option for Bulk payment but i cannot find any option for Bulk Bill recording. thank you
ZOHO Recruit Best Practices
Hello, Anyone care to share how their best practices in using ZOHO Recruit (utilizing and maximizing its features)? Lets connect! LinkedIn: Arman Miguel Montero
Error code 6831 when trying to get time logs
Trying to use the API in Python. Passing this code: rest_url = 'https://projectsapi.zoho.com/restapi/portal/' headers = {'Authorization': 'Zoho-oauthtoken ' + access_token} params = {'index': 3, 'range': 1, 'approval_status': 'all', 'users_list': '[USER_ID]', 'view_type': 'week', 'date': '08-01-2020', 'bill_status': 'All', 'component_type': 'task'} r = requests.get(rest_url + '[PORTAL_ID]/logs', headers=headers) r.json() Results in the following error {'error': {'code': 6831, 'message':
Limiting access to a record to one person at a time
I am building out a very basic inventory cycle count application. At times, there might be multiple people using it at the same time. I want to limit access to a given record to one person at a time. How can I do this? Thanks Gregg
Limiting access to a record to one person at a time
I am building an Inventory cycle counting application in ZOHO Creator, and I would like to know how I can limit the access to a given record to one person at a time. When I create the application, I am uploading a set of countable materials. I then will have as many as three people counting these materials around the warehouse. There will be times, that a given material is stored in multiple places that will be counted by different people. How can I lock down a record that is open by one person,
Criteria/Filter Problem for Charts in Zoho Creator
Hi, We need help with another issue in Zoho Creator, we need some sort of criteria/filter for Charts similar to Reports, right now in Charts this is the only thing that filters records - Records Show all records & Show logged in user records, and we need to insert this filter (in Reports you can do this): Location_Lookup.User == zoho.loginuser || Table_Lookup.User == zoho.loginuser Also we tried to use the Filters from the Chart inside (the one that has Wildcard in order to filter), we tried using
Mail is not outgoing Zoho Mail SMTP
Whenever I try to send an email using zoho mail SMTP, I get this error: SMTP Error: data not accepted.SMTP server error: DATA END command failed Detail: Email Outgoing Blocked. Learn more. SMTP code: 554 Additional SMTP info: 5.1.8 This is happening from July 28. Before that date, it was working fine. I am using a custom domain email address: support@lishup.com
Paypal Standard - Failure to open redirect
Hello, I set everything up correctly on my commerce site but keep getting this page. ( i have now tested with 2 working paypal accounts and see the same issue). Can you please assist me here?
Login issues
how to solve these issues , if does not login properly and OTP not working .. how to solve the account
Be able to edit fields that are visible on the candidate tab
it would be great to do "quick edit" of a field while in the candidate tab list. Its very cumbersome to have to click "edit" then edit the record.then click save. then click back to return ot the list that may or may not be on the same page you left.
This Week in Zoho News - CRM Zen Show Episode 108
Click here to listen to the podcast. Zoho News The Zoho Marketplace Passes 1000 Extensions It keeps getting better and better. Zoho Meeting Improvements Improved host controls and performance enhancements Zoho Backstage Automates Event Cancellation A sign of the times. But a very nice feature. API Metered Credit Usage Changes To sum up the post, I think this formula explains it best: E = mc² ÷ CRM+Zoho1 Zoho Workerly Update For companies who calculate their temps' pay in terms of a full day or
Dynamic Formula Field / Trigger formula field on viewing record
I would find it very useful (and I'm sure many many others!) if you could alter the formula field to be triggered on viewing a record so it acts dynamically. This would probably be best to have a toggle switch to select if you want it to run on record
extending appointments
any idea when the facility of dragging appointments longer or shorter will come in?
Refresh Page Or View After Workflow-Triggered Rule
Hi, I Saw in some discussions from years ago that it is not possible to use deluge to refresh the page after successful run (Some say it is possible when the script is called via a Button but not when called from Workflows). This is very annoying. For Example, We have a custom script that runs every time a Lead Is Created and Pre-Populates some fields with impotent Data (Based on the fields the user is filling out when he creates the record). The Script finishes to run after the new Lead's page view
Error on outgoing settings: Sending email from SMTP server failed: 530 Must issue a STARTTLS command first.
Hello guys, we hired the e-mail zoho for our company and when trying to configure SMTP in spiceworks, this error appears. Does anyone have any solution?
Jira Integration
Hello, I see in the help pages that it is possible to create an integration between Zoho Analytics and Jira Seoftware, but I cannot find it in the Data Sources. Is this integration only available in the On-Premise version? No other way to achieve this with the cloud version? Thanks, M.
Cant receive mail from website
Hi, I have received mail sent from my website in the past but it is not working (for a few days now) I have tested and the website can send mail to gmail.com but when I try send mail to my own domain the mail is never received. There is nothing in spam and nothing in the quarantine. Please advise. Kind regards, Murray
Show private comments while composing a reply during blueprint transititon
Hello! Our team frequently uses comments for internal discussion about open tickets -- how to solve the issue, how to respond to the customer, asking for input from other departments, etc. We also use blueprints exclusively. When composing a reply during a blueprint transition, oftentimes we need to reference what was said in a private comment. But the only way to view comments while drafting a reply is to close the blueprint, which destroys the drafted reply. This means our agents are implementing
Spam Control in CRM
Is there a SPAM setting in CRM like there is in Desk? Which removes current and future emails from a specific email address? We use Desk for our Help Desk and receive some span to the emails linked to Desk. In Desk we can mark the contacts as SPAM which will remove them and put them in a SPAM folder. We have Desk and CRM synced with a bi-directional sync on contacts and leads. We want to have the contacts that are marked as SPAM in Desk to automatically mark the contacts or leads in CRM as well
IPad App - Horizontal
Hi all, Will the Ipad app be upgraded so it can be used horizontally? It would be great if this was possible so we can use the keyboard accessory to input info etc. Cheers.
Marketer's Space - Unsubscribe callback URL
Hi, In the previous post, we discussed setting list opt-in notifications. Today we'll talk about a similar notification feature available in Zoho Campaigns. Callback URL can notify you about all unsubscribes to the configured URL. Unlike notification settings, which sends email notifications, this feature sends the data directly to the configured URL. Let's take a look at the below scenario for a better understanding: Zylker Ltd. uses two different marketing channels—email and telephone. It
Spam email but I can not block the domain
Hi, We are using zoho mail for years. I get spam emails recently from certain domain, but sender address is wrong. I can not block the sender Please check the screenshot. Sender and recipient is: office@kosser I have add the domain "kosser.net" to blacklist but not blocked yet. spam please advise BR Emre
Extension pointers #10: Define and raise a signal to receive timely notifications in Zoho CRM
Customer relationship management is a significant factor involved in the success of a business. When interaction with customers at all touch points is properly targeted, customers are satisfied and business flourishes. This makes it a necessity to stay
Co-Working Spaces: Creating Amazing Appointment Scheduling Sites
Appointment scheduling sites for co-working spaces are designated in ways that differ from business usual sites. While other industries see this as part of their public face, appointment scheduling sites for co-working spaces need not worry about it as the people who will see it will be employees of the company themselves. It does not mean you do not need to try to make the web a part of your company. Co-working space sites serve a purpose, and they must be built in such a way that all goals are
Community Facilities: Creating Amazing Appointment Scheduling Sites
Having an appointment scheduling site for community facilities can help the administration of the community easily maintain scheduling and make the process of booking slots an effortless experience for the members of the community. It can only be seen as a part of the community if it is designed in the right way. Since the goals and objectives are different when compared to other establishments, we need to make it fit the role it is supposed to take. This is important as creating a fantastic appointment
Zoho Marketing Hub with Zoho CRM sync - email opt out and view emails sents
Hi Is there a way to see the emails sent from Zoho Marketing Hub in the contact for Zoho CRM? Also when they unsubscribe from Zoho Marketing emails will they be Opted out in Zoho CRM?
Gantt Chart - Word of the day #106
A Gantt chart is a visual representation of the project schedule. It displays information about task progress, task owner, task status and other task related data. The users of the Zoho CRM, in which the Zoho Projects extension is added, can view different types of reports. To view the Gantt chart in Zoho CRM, follow these steps: Select the Projects tab in the top navigation bar. Select the tab in the inner navigation bar corresponding to the project you want to work on. Click Reports in the left
How to delete domain?
I am getting so many problem like delete your organisation, delete your domain first i want to totally delete my account.
How to run a schedule from button click
Hi, Is possible to trigger a schedule workflow from a button click? What I want to do is to send a specific report by mail when the user clicks on a button. Thanks, Javier
IMAP thousands of messages that shouldn't be there
Not the first time this has happened. My IMAP client previously showed 559 messages in the inbox. Today I opened the client and it was taking a very, very long time to show the inbox. Then I noticed in the status bar that it's indexing 8723 messages. I checked the inbox from zoho mail's web interface. There are no new messages today, so far. So I haven't received a flood of non-spam messages that would cause my inbox to blow up by a factor of 10. When this happened before, it looked like Zoho's IMAP
Custom function to look up related records
Hi there. We are trying to implement an approval process for Deals that requires (at the appropriate deal stage) approval of any deal that is to be performed for a "new" Account - that is, an account for which we have no previous deals that reached "Closed Won" stage. I think this requires setting up a function in the Deals module which looks up the related Account, and returns a True/False value depending on whether that account has any other deals that have reached Closed Won stage. But I am
Very Simple Custom Function
Hi, I have a custom module with a subform and would like to create a field to reference data inside the subform. For example, I want a field to show the total profit of a sales order. In the subform, The module is called Custom_Quote and the subform is called "Product Details". I have a fields Cost_Per_Unit, Price_Per_Unit and Quantity. In the module, I want a formula to calculate Price_Per_Unit - Cost_Per_Unit * Quantity, for all line items in the subform. It's my understanding, that the only
Kanban View for Potentials (and other modules)
Is there a way to do Kanban view for the Potentials module? It would be great to have a high level overview of where I am with all potentials. This would be a great feature to also incorporate with custom modules.
Can you share your website address that you have created on Zoho Commerce?
Hi I am an accountant by qualification and have zero web building skills. We set up our website www.rajtronics.com on Zoho Commerce. I would love to see what others have been able to achieve while building thier website on Zoho Commerce. Can other users in this forum share their websites so that we can see if there's any ideas we can share with each other. Regards Senthil Kumar Rajendran
How can I create a Zohobot that leads to a specific operator or team?
Hello Zoho Community. I'm coming here to ask for help in the following situation. I'd like to create a Zohobot that based on a few questions, it routes the chat to a specific operator or a specific team. My idea is to create a dialog flow like the following: The chat starts on the first message sent by the visitor, after its sent, the chat bot returns the following answer: "How may we help you today?", giving two possible answers: "Help with Ideris Store in Store" and "Help with Ideris HUB", depending
Related List - linking Contacts to a new module's related list.
Hi all, and thank you for any help you can provide. I have created a new module. I would like to create a related list in that new module that links the contacts to into the new module's related list. (I need the new module to have the Contacts like the Account module currently does) Thank you for your help, it would be greatly appreciated.
Can't add domain
I own the domain forevermails.com -- recently acquired -- and trying to add it to the domain overview. It says "Domain already exsists". Zoho support chat is not available. What now?
Phonebridge/Mobile/Real Life Use
Guys, We have enabled Phonebridge and are using our PBX (Jive/GotoConnect) with Zoho CRM. Incoming calls to the PBX number are recognized and added to completed calls (assuming, of course, the incoming number is recorded in a lead or contact record) The outgoing calls process seems to work similarly So far, so good. We have, however, most of our sales guys in the field with cell phones. I'm a bit confused as to how best create a consistent phone flow. Outbound calls from the mobile app bypass the
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