Need Deluge code to enable merge date from a Deal and a Books Sales Order
I want to merge data from a Deal and data from a Books Sales Order (not the native CRM Sales Order) to render a contract. If you can write the code, please let me know.
Migration - Importing Data with Owner ID, Created By ID, Modified By ID
We are new to Zoho CRM, and are in the process of moving our data over. Everything seems to going OK, except we cannot get the Owner ID, Created By ID and Modified By ID values to match properly. I have been using the Data Import/Migration feature (for "Other CRM"), and am trying to import Accounts and Contacts. There are fields in the data for Owner, Created By and Modified By. Our previous system used a user email address to indicated Owner etc. We have made accounts on Zoho for each of our users,
Chase Paymentech
Hello, I absolutely love ZOHO BUSINESS. I hope the software makes you billionaires one day! I use Chase Paymentech and would love to see Chase Paymentech intergrated into ZOHO Invoice. Thanks,
Ip restriction
We meet an ip restriction of connection to our adminaccount name@domain.org we mistakenly have mi ip authorization with address x.x.x.x please remove this restriction on the admin account urgent urgent
Zoho Webinar
Hi Team, We have started using the Zoho meeting on a daily basis and are planning to host webinars weekly. We found a few critical issues on the webinar platform that negatively affect the experience of the attendees and organizers. We request you to update these essential features: 1. We usually have four to five co-organizers who talk. The attendees and co-organizers see one video at a time and not altogether on the screen. While this interface is present in meetings, it does not work on the webinar
Complete Inbound Call
For our sales team and front office, we would go to the Account, select OPEN Activities, and then have an option to complete a call, put time in and description. This function is gone and tech support said it was pushed Globally to all users. I need to complete inbound call and not create a call, then close it.
What's new in Rules? Form rules for updated records, fresh UI and more
Hello fellow form builders, Creating rules in Zoho Forms doesn't only make your forms smarter and more efficient, it also acts as the ultimate time saver in your efforts to personalize the form-filling experience. To maximize the efficiency of rules, we've made a few tweaks that you will absolutely love: Form rules performed for updated form records Shift between rules New UI Form rules for updated form records Configuring form rules for workflows doesn't necessarily stop with assigning a task
A checklist to follow before you hit Pay Run
Hello folks! We're starting a Community Learning Series where we will highlight some of the best ways to use Zoho Payroll for your business. For this week, we want to share with you: A checklist to follow before you hit the Pay Run button If this is your first time processing payroll, it can be tricky. Even if you're a seasoned payroll user, some things can fall through the cracks. Especially when it’s the end of the pay cycle and there is too much to accomplish within a short time. We have come
Permanently disable Zoho pane in Outlook
Outlook 2013 on Windows 7 64-bit with latest CRM plug-in installed. Is it possible to permanently disable the right-hand Zoho pane in Outlook? You can close it but it comes back as soon as you select another message.
Emails not delivering to yahoo email id's from zohomail account
I am trying to send emails to one of my client's yahoo email id.But the emails not delivering and displays the below message. 4.7.0 [TSS04] Messages from 103.117.158.52 temporarily deferred due to user complaints - 4.16.55.1; see Can you explain why i am receiving this?
Tips and Tricks #22: Set permissions for external sharing
Hello everyone! We hope you're finding our WorkDrive Tips and Tricks series helpful. Maintaining data confidentiality is crucial for any organization. Restricting data access and setting permissions on who can share files help protect your sensitive information
What's New in Zoho Inventory - May 2020
Hello, all! We hope you are safe and sound. During these unprecedented times, we're doing our best to continue bringing new features to you while working from home. Here is what's new in Zoho Inventory for this month: Amazon FBA Integration (US Edition) Fulfillment by Amazon (FBA) facilitates sellers to rent Amazon's storage space to keep their goods, while also fulfilling online orders and handling customer services. In Zoho Inventory, you can now designate a warehouse to track your FBA goods
Ask the Experts - Zoho Inventory #8: 7 hours of live discussion on the integration between Zoho Inventory and Aftership.
Hi folks! This week's 'Ask the Experts - Zoho Inventory' session will be on the Aftership integration feature that is available in Zoho Inventory. We find our Aftership integration to be one of the most-used functions of Zoho Inventory. It helps you to efficiently track the packages registered in your Zoho Inventory account until they are delivered. The integration lets you add and enable tracking IDs to your created shipments and have them tracked in real time during every point of transit. You
Extending Unsplash, Giphy, and online videos to your Show android app
Hi Everyone! With the numerous available add-ons in your Show web application, you can easily create more impactful presentations. These add-ons help you include high quality pictures and GIFs in your decks. Not only that, they also allow you to include videos in slides to create more engaging content. We're pleased to say we are now extending the availability of these add-ons to the mobile platform as well. They are completely free and you can add any number of images, videos, and GIFs to your
Tags - Word of the day #38
Tags are unique identifiers that can be associated with your CRM records to search, sort, categorize, filter, and segment records in a more efficient way. It is usually like adding keywords or any additional information to any record in CRM. For example, there may be few Leads in your CRM account that requires high priority. You can tag those Leads as Important, so that you can easily filter them from the other Leads in your CRM account. Tags in Zoho CRM are specific to each module. You can add unique
BCC
how do you bcc: on outgoing quotes and emails?..or is there a work-around?
Marketer's Space - eCommerce Solutions - Cart Abandonment Recovery Emails
Hey there! In the series' previous post, we discussed about the importance of post purchase follow-up emails in your ecommerce business. Today, let's look at the third topic. Reengaging customers with abandoned cart recovery emails Cart abandonment should be nothing new for any ecommerce marketer—it's a well-known fact that prospects and customers can be indecisive at times and leave a shopping cart after adding items in it. Whatever be the reason for the abandonment, we have a solution to solve
An "All day booking" in google calendar prohibits booking an appointment even after deletion?
I think I have found a problem... during my testing and trial? We use Google calendar as our main booking system, and want to add Zohobookings facility to allow customers to book a table. The Zoho Booking was fitting in well and I can see us using it, before I opened it up for a few friends to pretend to be customers...and they reported they could not make a booking as so many days they selected had "no slots" available?? I did not understand why? Here is the problem I have found... We will often
Unable to receive emails - relaying disallowed
HI there, I've changed hosting provider yesterday and since then I haven't been able to receive emails. At first I was getting this message: Each of the following recipients was rejected by a remote mail server. The reasons given by the server are included to help you determine why each recipient was rejected. Recipient: <natasa@milevvamarketing.com> Reason: 5.1.1 <natasa@milevvamarketing.com>: Recipient address rejected: User unknown in virtual alias table Reporting-MTA: dns; sa-prd-fep-041.btmx-prd.synchronoss.net
Subform Limitations - flexible amount of phone numbers.
I just read in the Zoho CRM API that the number of entries in subforms are limited to maximum 200 entries for *ALL* records: A module can have a maximum of 200 subform records with each subform having a maximum of 100 records I've been told I could use a subform to store a flexible amount of phone numbers to my contacts record using a subform. However, I have 50000 contacts. If only 1% would have 1 additional number in the subform, I'd already be above the limit. Am I right or do i misunderstand
Can't Connect Facebook Page
Hi, Can't seem to connect facebook page, I'm listed as ADMIN, and dose not appear on facebook pages links. Can some one help? Sergio
Form Locking Up and Inaccessible for A Few Mins on Dropdown Box Option Update
I have designed a form which is designed to help a customer choose a Machine and then select a matching product for that machine. This requires the form to via deluge to update the dropdown box's depending on the customer selection. The returned values are then used to populate fields on the form. I am using the customer portal to access the program as this is how my customers will connect to it. If I change the dropdown box selections, sometimes on the second or third time the form locks up, sometimes
How often are your outgoing mails undelivered?
Hello to Zoho community. Please can you tell me how often are you in situation, that your outgoing mails are returned back? For example due to the fact, that ZoHo IPs are blacklisted... We are testing ZoHo to find out wether we can use it for our company, but today is a second time during in last 5 days, that our mails are returned back with the ERROR_CODE :550, ERROR_CODE :5.7.0 Blocked The first time ZoHo support acknowledged, that their IP was blacklisted. Today we recieved the same message,
Problem with my newly linked namecheap account to zoho lite.
Ok so first of all hello to everyone I am writting this down because im truly exhausted and frustrated with some of the issues i've encountered and basically lost an entire day. I moved my namecheap domain to zoho mail , got the lite package and im trying to use my domain to send and receive e-mails through gmail. All said and done when I first came to zohomail I used my GMAIL account to log in and make the purchase for the lite mail and now i don't understand why I cannot add my e-mail account to
Zoho Sprints integration with Zoho Projects
Hello, I'm evaluating Zoho as part of our Agile-SDLC. I'm just wondering if I can set Zoho Sprints as part of the Zoho Project - instead of going to individual application and create a separate project for each application. I'd like to run the project with Zoho sprints, but keep track of the bug using the bug tracker. Thanks, all.
Zoho Desk is deprecating support for Internet Explorer
Hello! In with the new and out with the old, right? In that vein, Zoho Desk will be discontinuing support for all versions of Internet Explorer. But worry not, Microsoft users. We still support the three latest versions of Microsoft Edge. Here's why this is happening. Internet Explorer is rather obsolete and is unable to handle a lot of our features. In fact, Microsoft themselves currently support only the latest version of the browser. This essentially means that issues—even security glitches—within
Insert record into related module.
I try to insert record into related module. Deals/Contact works .but the same code in Product/Accounts didn't not work. The code like below. Does anyone have idea? id = 3410123000001028334 mp = Map(); mp.put("Contact_Name",id); update = zoho.crm.updateRecord("Deals",3410123000002124026,mp); info mp; info update; id= 3410123000001028334; mp=map(); mp.put("Product_Name",id); update = zoho.crm.updateRecord("Accounts",3410123000002321116, mp); info mp; info update;
Document Library - Word of the day #42
Brochures, PDF docs, RFPs, invoices, comparison docs, guides, presentations, forms, etc. are just some of the documents that people may use frequently in business. You may constantly make changes to these business resources and keep them up-to-date and relevant. For all these, you need a document repository, a place where you can organize and manage all your business related files and also share it with people in your organization. The Documents tab in Zoho CRM acts as a library where you can upload
How to request agent response from bot
Hi How can I Call a Chat from SalesIQ in the bot. for example if a user needs to talk to an agent and select the option talk with an agent and then in the sales IW can I talk with them
The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance.
Please Resolve the issue, while Creating Gmail eror showing The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance.
Do "INFO" statements for debugging only show on the last action in a workflow?
It seems like sometimes it will show everything in a workflow and functions, but most of the time, it will only show the last action's info statements. Don't know why. How do you debug effectively when you can't see the info statements in the flow of a complicated workflow with multiple actions that are also calling functions? They don't show up in the logs either, especially when there are no obvious errors. There must be a better way. I must be doing something wrong.
is there a function as the "daily digests" in google
To whom it may concern We use the e-mail as the main e-mail of our organisation, and we would like that these members of the executive to receive the daily e-mails received as a summary or list of emails received on the day every evening. is there a function that is similar to that at present in Zoho mail. if yes can you guide me how I can set up this function, and if no can you suggest something that can be used similar to that function? Thanks in advance. Regards, Aaron Azzopardi
unassisted assist copy-paste credentials / autologin
copy-paste of credentials/passwords (Windows Login) does not work. We tryed with the Windows Application, HTML5 and ActiveX setting on Web. We update many systems during night. it is a pain to type passwords like this by hand every time: a%P$6=^4VxSkUFX$ We need a workaround or a autologin function like other softwares do like Teamviewer, ISL Online and so on regards Marc Hugi
SQL Statement didn´t work
Dear community, for this SQL Statement: SELECT "TIME_PROPERTIES für USER"."USR_NAME.NAME", "TIME_PROPERTIES für USER"."TIME_PROPERTIES.Date", sum (case when "TIME_PROPERTIES für USER"."TIME_PROPERTIES.Date" = '2019' then "TIME_PROPERTIES für USER"."TIME_PROPERTIES.QTY" else 0 end) as "Summe 2019", sum (case when "TIME_PROPERTIES für USER"."TIME_PROPERTIES.Date" = '2020' then "TIME_PROPERTIES für USER"."TIME_PROPERTIES.QTY" else 0 end) as "Summe 2020" FROM "TIME_PROPERTIES
Can't receive email from gmail accounts
I just setup Zoho mail but cannot receive email from gmail accounts. However I can receive email from Yahoo accounts. I can successfully send email from Zoho mail to Yahoo and gmail accounts. Attached are the failed results from MXToolbox, as well as the Custom Resource Records configuration from Google Domains. My domain is nvmc.info. - Mike nvmc-admin@nvmc.info
Zoho Payroll through 2019: a retrospective
Hello, everyone, Zoho Payroll is only 10 months old, but so far it's been a dream run with all of you. As we say welcome the next decade, we would like to take a little stroll down the timeline and show you some of Zoho Payroll's highlights. Here are some of the major releases and enhancements we've made to Zoho Payroll since its launch in February . As we look forward to the new year, we are driven to introduce more and better features for you. Stay tuned for an eventful 2020 all around. Wish you
Zoho commerce and Inventory integration - Sales order custom field update
Hi, We have a business case where we would like to capture additional info on sales order raised from commerce. Since custom fields can't be added in commerce (only available for product) at order level, we thought of taking a custom field in zoho inventory-->sales order. Created a 'Automation' custom function to update that field in Inventory module. The field is getting updated when I create sales order in Inventory module but not for the sales order created & synced from zoho commerce. Is it
Co-operation / connector to Robolytix
Robolytix.com is real-time analytics, monitoring and evaluation of business processes running in any application, automation tool or custom solution. We plan to prepare a connector for users of Zoho CRM. Would you be able to advise us, who can develop the connector? For someone with Zoho expertise, it's easy and fast with documentation on Github https://github.com/robolytix/robolytix-sdk. Many thanks for your tips. Tomas Sykora Product Owner www.robolytix.com
Zoho mail no longer works with Outlook on Android devices
I have been using zoho mail within outlook on my android phone for many years however this past 6 months my zoho mail account keeps getting deleted from outlook. Each week I have to re add the zoho account. This has been a real pain. Now however also I am unable to even add it. I see on the internet many others are having this same issue. What is the problem please? This is a huge inconvenience if I can not access my zoho mail through outlook. Thanks
How to fetch or manipulate the dynamically added row values of sub forms to another form?
I need a help to know how we can fetch or manipulate the dynamically added row values of sub forms to another form. Form 1 : Products_form Product_Name field Cumulative_Sales_Value field Form 2: Inventory_Form Total_Billed_Value field Sub Form : SubForm Billed_Product Field - (Lookup Field from Product Name Field of Products_form)
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