Lost Logic when a Page is added
I have created a Survey and tested the Logic and it worked fine. I then added a page and moved questions from one page to another. In doing this I lost the logic for the questions that had been moved from one page to another. I have set the Logic in the question but when I Preview the questions they now do not work. Is this a problem with Survey that once you move questions between pages it does something to the Logic? The Survey has over 50 questions with lots of Logic and I was hoping to get this
edit an event
Your procedure for editing an event does not work. I have no way to access event details one it is created. I CAN edit the basic contact info etc. I cannot edit the details. Also, your procedure if followed exactly brings you to editing the All Events display function. Until a few days ago I was able to edit event details by clicking on "contacts" or "other" which modified the field with a hidden pull down scroll bar on the right margin which I could use to scroll to details. This has disappeared.
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Can't select data from lookup field anymore
In a module i have a lookup field from Accounts but when i select some account and push the green button to safe, crm makes the field empty and returns "Please enter a valid client" This module was working till today, i believe after Zoho has an update? My search is also complete different.
Create Work Orders?
I love using the invoice system and I was wondering if there was a work order app that I can use with Zoho? I repair computers and would love to have a system where I can create a work order for the customer, take notes of what was done with the computer and attached it to the customer's account. This will help me stay on top of issues when the customer calls back at a later time and I need something to reference. Thanks!
Does Zoho create work orders?
I am currently using Zoho support, Is there a additional Zoho platform I can use to generate work orders based off of Tickets? If this is not possible I would like any suggestions anyone may have. Thanks Alex
Creating Work Orders using Zoho Support
What can be used to generate work orders based off requests created in Zoho support? If not is there anything you suggest that will help with this task?
One customer multiple products and SLA
Hi; We support for multiple products. (Product x, Product Y, Product Z etc.) My customers have multiple products. A customer is using the x product and the Y product. SLA times of the products are also different. For customer A; X product SLA >> Diamon Y product SLA >> Standard When I try to define more than one SLA to a customer, there is an error you cannot define an existing SLA exists. Do you have any suggestions on this subject?
Notes - Word of the day #76
Notes are the digital equivalent of paper sticky notes. You can use the notes to write questions, reminders, and anything you would write on notepaper. These are useful for storing bits of information related to customers, which you may need later. In Zoho CRM, you can associate notes to the records by specifying the required details. [You can create notes only if you have the permission.] Here's the knowledge-base article on working with Notes. Previous 'Word of the Day': Kanban View Next 'Word
Send notification e-mail according to the type of Account Product
I want to send a general announcement about the products to the customers. (As if there is an interruption at the moment due to the problem in Cluoud services) Is it possible to throw a notification e-mail to all customers who have X products (products are defined in accounts) with a special template?
Creating an alarm according to the status information of the tickets
Ticket is sent to the manufacturer for review. - How long has passed since the first message was sent to the manufacturer (Vendor - Status: HOLD) - How much time has passed since the last message was sent to the manufacturer. (Vendor - Status HOLD) Can I create an alarm to the manager for the tickets that have been waiting for the manufacturer for x days by removing the elapsed time?
Emails
For some reason we are no longer receiving emails, clients who are creating tickets used to get an email acknowledging the created ticket, agents assigned the ticket are no longer receiving emails and and as an admin on the account I also am no longer recieving emails. This issue only started today?
How to clear field values?
I see how I can CLEAR by using 'Delete all items from the given picklist/radio/checkboxes/multiselect'. How can I clear the value from other fields like Date, single line and others? I am finding it difficult to use the show and hide command without being able to clear values on HIDE. In my other example, I have a 3 fields Allergy, Severity and Allergen. Severity and Allergen are hidden on form load and shown when Allergy == 'Yes'. If you add info to the 2 fields and then go back and change the
Zoho email stopped working after a couple of days (553 error)
Domain name: techqbe(dot)com I purchased a domain name through Zoho and set it up for email hosting. It was quick and easy, but after a couple of days it stopped working out of nowhere. All the DNS settings look good, since they were auto configured by Zoho. Please help.
Can not receive emails
Hello, I can send emails but I can’t receive emails. I’ve tried clearing my inbox but it didn’t work. In the screenshot is the message received by outside email addresses when trying to send an email to my Zoho mail address.
How to add a related list item via rest api for custom module
Hi there, How can I add a related list time for a custom module? Lets say I have a custom module called Events and I want to link my contacts to an Event via API. How is this possible?
Using Zoho Creator to automate report creation in Writer
As a CCTV integrator and consultant, one of the services offered by my company is getting government approval for the installed CCTV systems of my clients. In order to fulfill this responsibility, my company creates a word format document filled with snapshots of each and every camera view on the client site. we also have to include several other snapshots like 1. first day of recording 2. night time views 3. evidence of sticker warnings saying that the premises are under cctv surveillance so on
Zoho Desk Time-Based Rule
Hi There, In our company, if a ticket is submitted after 3pm on a given day we would like to send a reminder email to the ticket creator that their request will not be fulfilled until the next day. I am attempting to create this rule in Zoho Desk's Workflow Rules section. However, the closest I am able to get is to a rule based on Creation Time that requires a date be entered - I am not able to leave that field blank in order to have the rule execute if after 3pm on any given day. Has anyone found
ZOHO Creator and ZOHO Sheet
Hi Can ZOHO SHEET be intergrated with CREATOR ?? Can I use the front end cut and paste functionality of SHEET with the backend validation of CREATOR?? TIA Allan
Uploading a File through Browser - FAILS
Uploading a File through Browser - FAILS goes upto 99% and later shows Error Message that it can't be uploaded
delete unused user
delete me unused user see atachement thank you lubuliatko
[error] don't recive email from all mail box to zoho mail
we using zoho mail for mail box company with domain name wintech.vn we have a problem don't recive email from all mail box (gmail ..vv..) however we sent via email with zoho mail from mail my company to gmail...... is normal. my notifications on my zoho mail we checked mx tool box for mx zoho please help me for problem!
How to record account verification amount in Zoho Book
While registering for Uber for business, they take Rs. 2500 as a verification amount which gets refunded back to the account in a week. How do we record this in Zoho Books?
HOWTO: empty the recycle bin via API?
how can we programatically empty the recycle bin via an API call? ( note: originally asked here, but never got a response: http://help.zoho.com/portal/en/community/#Topic/2266000000513889 ) cheers, -e
Invisible Tickets
What may be the reason that some Tickets are invisible to some Users even for the Admin, while other Admin can find them with no problem. We still have a data sharing for Tickets: Public Read/Write/Delete. Moreover it seems that these invisible Tickets comes from one address (some of the Tickets from that address are visible and some are invisible for a particular User). Katarzyna
automatic upgrade thru portal
automatic upgrade thru portal to increase the number of Candidate emails, where I can turn it on, and turn it off myself.
Não estou recebendo e-mails, mas consigo enviar.
Não estou recebendo e-mails adequadamente, porém consigo enviar perfeitamente, além do SPF, apesar de ter configurado adequadamente, não está dando certo. Meu dominio é na Hostinger.
Different subscriptions on same account
Is it possible to have different subscriptions under the same account? I saw a thread from about 5yrs ago but I am sure a lot of that has changed! Under the same custom domain email account, I have one user that needs premium features (premium mail plan $4/mo) and another user that needs less features/capacity but still allow for native mail app usage (mail lite plan $1/mo). Is this possible? Or do they all need to be under a premium subscription?
Please Remove Spam Filter from our Zoho Desk
Just in the last couple of weeks - most emails coming in are being marked automaticilly as SPAM, they clearly are not and people have waiting for responses, and nothng sent. Can you remove us from this spam filter - or allow the ability to manage it ourselves. Thanks Mark
Ideas on how to make Zoho Sheets much efficient (video link attached)
Hello, I recorded myself using Zoho Sheets and I have a few suggestions. at the following point in the video. I’m listing time stamps bc it’s a relatively long video bc I was doing actual task and only address problems when I encounter them 1. 0:00 2. 3:10 3. 6:40 4. 10:03 5.15:45 here is the link to the video, https://meetinglab.zoho.com/public/videoprv?recordingId=f9083d79cbf6597fbffeb70a10e437cd947b7a8f2a8370880ab040dae5787e8d Thank you.
Dropbox PostUrl Save_Url
Good day Im trying to figure out a PostUrl to save a url file into a dropbox account, but I got a 400 sintax error, I try to do the same curl dropbox example with a postUrl, I try always encoding the url param. What I should doing wrong? curl https://api.dropbox.com/1/save_url/auto/images/downloaded.png \ -d url="https://dl.dropboxusercontent.com/s/deroi5nwm6u7gdf/advice.png" \ -H "Authorization: Bearer <ACCESS TOKEN>" headerMap = {"Authorization": "Bearer <MY TOKEN>", "url": "https://dl.dropboxusercontent.com/s/deroi5nwm6u7gdf/advice.png"};
How to bi-directional sync one (or more) calendars between Outlook and Mail?
How to bi-directional sync one (or more) calendars between Outlook and Mail?
spf
Não estou conseguindo configurar spf no meu zoho mail. Coloco os valores mas não funciona . Meu dominio é da Godaddy , tonyoficial.com
Google Sheets integration
Hey everyone, I'm using ZOHO forms to collect customer data and in return want to post that data on a website. I tried embedding the "report" from ZOHO forms which looks great BUT I need the form to pass through the approval process before it's seen live on the website. The report is shown immediately. I have the form integrated with Google sheets as a backup of data and am considering using that, but my problem is now, how to I make it look good and filterable like the report. So my question is
Not getting mails to my mail ID
I am also not receiving any emails on Zoho even though I am able to send emails. My address is me@yogeesh.in Any ideas?
How do I makesure a Lead does not receive any emails through the CRM email function and the Campaigns add on?
How do I makesure a Lead does not receive any emails through the CRM email function and the Campaigns add on? Usually through campaigns I would add to 'DO NOT MAIL' list but is this synced with the emails sent out through the CRM?
Distinct Count issue with Grand Total
I have a Pivot Table report with a distinct count that is working fine going across the rows, but when it shows the Grand Total, i want it to sum the counts above it. Right now it is showing something different. This is made up data, but it represents my report. This is a report showing each customer, and how many different brands they bought. Customer Name Brand Customer.Distinct Count ToysRUs Lego 1 Barbie 1 Hot Wheels 1 Walmart Lego 1 Barbie 1 Target Barbie 1 Hot Wheels 1 Grand Total 3 The
products in deals(crm) to est in books
Hi, Can anyone help here please? Why do I get only the description and total amount of a deal by doing a conversion from deal to estimate. See the deluge code below: respQuote = zoho.crm.getRecordById("Quotes",quotesId); //-- we are getting these details from quotes acctid = ifnull(respQuote.get("CONTACTID"),""); info acctid; invoicedate = ifnull(respQuote.get("Quote Date"),""); duedate = ifnull(respQuote.get("Due Date"),""); sales = ifnull(respQuote.get("Salesperson"),""); products = respQuote.get("product").toJSONList();
【Zoho Desk】サポートポータルのアクセス状況を把握する方法
いつもお世話になっております。 Zoho DeskのKB機能で作成できるサポートポータルサイトについて質問です。 サポートポータルの記事の閲覧状況を確認する方法として、GoogleアナリティクスとZoho SalesIQとの連携が できるかと存じますが、それぞれのツールと連携することでできることの違いは何でしょうか？ たとえば、どの会員の方がどの記事を見ているか、についても計測は可能ですか？ GoogleアナリティクスやZoho SalesIQと連携して使用されている方がいらっしゃいましたら、 活用例を教えていただきたいです。 なお、SalesIQはWebページへの訪問状況確認とチャット対応ができるかと存じますが、 チャット対応については今のところ利用せず、訪問状況確認のみ使いたいと考えております。 どうぞよろしくお願いいたします。
What is the scope for Project Statuses via API in Zoho Projects?
I do I change the project status via API? I think the URL is https://projectsapi.zoho.com/restapi/portal/[PORTAL]/projects/[PROJECTID]/statuses/ But I'm not sure what scope to use. I would like to update and get the status.
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