Not receiving emails from automated systems
why am i not receiving emails from automated systems? for example i have a thrid part system that sends me reports every morning, however they are not coming through. If i ask them to send it to my non zoho account, then they all come through fine. I have 6 zoho accounts and they dont come through on any one of those.
Video Tip #6: Enabling quick access to your favorite documents
Hello everyone, We're excited to be back with our video tip of the month. We hope these tips help our WorkDrive community understand more about the essential features of your favorite online collaboration software. Recent Files Spend your valuable time working with important information instead of hunting for it. The Recent Files tab in WorkDrive's left panel will help you quickly access your recently opened or edited files. Favorites WorkDrive allows you to set your crucial, frequently accessed, files
Contractor Access
How does a contractor log in to access projects you have shared with them?
Converting an Opportunity into a Contract (2 different modules)
Hello, My company sells hardware and services (sometimes only new hardware, not necessarily associated with incremental service revenue). I would like to have a second module where I could manage my secured contracts for one existing account. The scenario: 1 - Opportunity is created in Zoho and after customer evaluation the deal is closed (opportunity won); 2 - Sales Manager move the opportunity to "closed as Won" and automatically the Zoho CRM create (or not for the cases it`s just a hardware sale)
How to add formula field or create custom action for particular criteria
Dear Team, We have "Complaint submit Date" Date field and "complaint priority" Drop down field (High,Medium,Low) Now we want to create "DueDate" Date field with some function or formula. if we select "Complaint priority" filed is "High" then "DueDate" field will update with "Complaint submit Date" + 60 days. Example: "Complaint submit Date = 7th-April-2020" and "complaint priority" = "high" then "DueDate" = 6th-June-2020 Please suggest the steps to create the field as per above criteria. Thank you
Resume upload not working
Hi! My resumes are not uploading on Zoho Recruit. I tried reducing file size for the pdf to no luck. It just keeps loading. Can someone help? Thanks!
ZSocial y Blog Wordpress
Buenas tardes de confinamiento eterno.... Estamos creando y programando artículos para nuestro nuevo blog, nuestra plataforma es wordpress, y querría saber si con Zoho Social, hay algúna forma para automatizar la publicación de dichos posts en las redes sociales ( de momento FB y Twitter) una vez estos se publiquen. De momento lo estamos haciendo con un plugin de Wordpress ( jetpack) y nos da muchas incompatibilidades con la web, a parte que ya que estamos viendo los números con social, pues si lo
How can i mass update Task due dates?
I check in plain and classic view but i can not do it. Is there any functionality on this? Thanks
Date & Time Settings the Configure Holidays
To set Holidays is Great Feature for time schedulling One good idea would be to make some holidays reccuring. Eg New Year is always 1st of the Year.
Can not call API Phonebridge?
We try to integration crm with our pbx which is Asterisk But so far 3 days looklike API doesn't allow to do so. Anyone guide me how to cliacktocall and display incoming call. How to find scope list? Thank you
Unable to receive the test mail for email templates
Hi Team, I was trying to send the test mail for the email templates but unable to receive the test mail on any of the mail ids. Please help me with my issue.
How to integrate your Email with Zoho CRM
Hello Everyone, In this post, let us see how to integrate your Email with Zoho CRM. Your business needs the ability to communicate and track Email conversations with your customers. You also want the ability to reply instantly to emails, add follow-ups, share emails and more importantly, avoid the hassle of searching for emails. Using the Email integration feature, we could do just that. Zoho CRM automatically associates all emails with the customer records, so you will never have to comb
Hide columns in pivot tables
I added two columns of numeric data in the pivot table, to get a result in a third column with a formula, now I need to hide the columns with the source data, just to keep the result, how can I hide them? Thank you.
Invoices - Word of the day #11
Invoices are bills issued by the vendor to the customers along with the goods or services with the purpose of receiving payments. A quote can be converted into a Sales Order or Invoice with a single click. Here's a knowledge base article on how to create an invoice. Check this video from Zoho partner, Boosted CRM, from California, USA. Previous 'Word of the Day': Purchase Orders Next 'Word of the Day': SalesInbox
CRM Contacts & Outlook
Is it possible to set up a custom field in Zoho CRM Contacts that will sync to Outlook. Our Zoho CRM Contacts doesn't have a "company" field and it would be helpful to have that information transfer to the "company" field in Outlook. As an alternative, is it possible to set a custom field in Zoho CRM Contacts that can be set to transfer to Outlook as "company"? Thank you, Jon
ZOHO Showtime Trial Version - HD Recording Quality Issue
Hello, I'd like to be able to use ZOHO ShowTime to record Webinars and send to clients, but the recordings on the Trial Version are poor quality. I thought the Trial recording was from the Professional Package (HD), so I'm not sure what is the issue or a solution. Even when I upload documents instead of using screen share, the quality isn't high. I'd like to convert to a paid plan if I can get better quality. Please advise... Thanks!
Mail Policy violation, error delivering to mail boxes
I receive the error: Mail Policy violation, error delivering to mail boxes When I try to send an email from a Zoho group email to a general Zoho email, through the Sendgrid application (Node). I'm not certain why is it hapening, if this is a policy should I allow group emails to send emails, configure the spam filter, should I create a integration with Zoho Flow... what I have read when searching for this error was not that useful.
Creating Dependancy
Hi, I wanted column c to be a product of column b and column a, how do i do it?
Formula like Excel's Linest
Is there a way to do a statistical formula like excel's Linest in Creator based off sub form entry's?
How do I create story boards in Zoho
Tableau and PowerBI provides ability to create story boards - e.g. - Checkout the navigation on the PowerBI dashboard here - https://flowtrackeranalytics.com/resources/cu-kpi-benchmarks The selection/filter do not refresh when one moves across dashboards pointed out by orange arrow. Any way to achieve that functionality on Zoho Analytics? Thanks
How do I make a check for an existing record Not case sensetive
If I'm checking to see if a record trying to be entered already exists, how do I make ignore the case? The code below works for checking my records, but if a user doesn't capitalize their entry, it gets added to the table/form. if (count(Region[RegionName == input.New_Region]) > 0) { alert(("This Region already exists, please select from the list above")); input.New_Region = ""; }
Zoho Books API
I am trying to query the following api request. https://www.zoho.com/books/api/v3/#Chart-Of-Accounts_List_chart_of_accounts Of the optional parameters, I would like to include as per the API documentation, is the showbalances parameter. When I run the following query : https://books.zoho.com/api/v3/chartofaccounts?organization_id=xxxx , it returns successfully. When I run the following query : https://books.zoho.com/api/v3/chartofaccounts?organization_id=xxxx&showbalance=true, it returns the following
Access denied running webhook
Hi, I'm trying out Zoho People (free 10 user license) and want to see how webhooks work. I have a webhook that does a POST to a URL on my side when the employee form is changed. I'm editing the employee as the Admin user. The HTTP POST is never done, I can't see anything on my side where the HTTP server is running. The issue I have is that the webhook fails with the following message: Access denied Access control configuration prevents your request from being allowed at this time. Please contact
Zoho email Problem with Gmail
After i got a problem on zoho right here xxxx I got another deal with your services. Below is a message that come to my inbox after trying to send email Delivery to the following recipient failed permanently: info@ mydomainname .co.id Technical details of permanent failure: Google tried to deliver your message, but it was rejected by the server for the recipient mydomainname .co.id by mx.zoho.com . [74.201.154.201]. The error that the other server returned was: 554 5.2.3 MailPolicy violation
Can't access ANYTHING
Tried to open my app and get the error message "The page you requested was not found." I can't access ANYTHING. All my law firm documents are on work drive. What happened???
Notification when a predecessor task is completed and the dependent task can be started
Dear Zoho Projects team, Is it possible to get a email notification when a predecessor task is completed and the dependent task can be started. And if so, how do you set this notification. Thanks,
Blueprint in Zoho Projects
Often, we stumble upon tasks having the same status workflow. Repetitive task processes are tedious to handle, right? That’s why we have introduced Blueprint for task automation. Blueprint is a tool to organize tasks and automate them based on the workflow you design and the criteria you define. How do I associate tasks with a blueprint? You can set the criteria while creating the blueprint such that when you publish a blueprint, the tasks that satisfy the criteria will be associated with the
POST to Popular Web Services
There's lots of discussion of late about posting data to external applications. https://help.zoho.com/portal/en/community/topic/http-headers-when-using-zoho-creator I think it would be great if ZOHO, or community members, provided some cookbook examples for users (like me!) to follow for popular web services (Google, Twitter, Facebook, Foursquare, and such). One I'm really interested in is posting calendar data to Google Calendar. While the ZOHO iCal feed is handy, Google Cal does not sync the feeds
Calculation in subform
Hi everyone. I have my subform as with an struture of a product, and I need to calculate in this way: Inside of the form "MODELOS" I have subform "ESTRUTURA" That means that I have a field "Consumo_Unit" that means consume, and I have a field "Custo" that is the total cost, and I also have a field with name "Custo_Unit1" this mean that I need this calculation: "Consumo_Unit" * "Custo" = "Custo_Unit1" So, how I can do this ? Thank in advance.
Problem setting up Zoho Mail in Microsoft Outlook for Mac OS X
Hi, We're having problem specifically setting up IMAP to Outlook on Mac OS. It keeps prompting we are "Unable to sign in. Check your credentials and try again." Take note that we have successfully login to the web using the same credentials multiple times. We also followed the instructions from your website to setup the IMAP. Please check and advise. Thank you.
French bank for automatic download in Books
Hi everyone and Zoho team, We are continuing the "clouding" of our company's services and software thanks to Zoho. We have already tested 12 accounting online solutions and Zoho Books seems to be one of the most interesting for us, if we except the fact that it is still not localized/translated into french. Anyway, there is a second problem that actually stopped us : our bank account can not be automatically downloaded into Zoho Books, wich is a major issue for us... It looks like the server can
Adding Account Name
We are in need of the ability to add the account name either at sign-up or worst case scenario, after they have registered in their portal. We are a company that doesn't give support without knowing who the company is and matching it up in our sale or trial records. Not having the customer able to give this information is creating huge problems for us.
How to learn how to create custom functions and learn Deluge
What is the easiest way for me to learn how to write custom functions and learn the Deluge programming language? Where can I find samples so I can understand how to write the deluge code properly?
Files Organization and Management
I'm finding that managing files is difficult in Zoho Projects. There isn't 1 central "bucket" where all files live and can be referenced if they are uploaded inside a task or forum conversation. Has anyone found a great way to manage all files for a project without having to search through forums and tasks to find them? I think this is one area that could be greatly improved, but, maybe I'm approaching it the wrong way. Maybe I should be using a third-party such as Dropbox or Google Apps to manage
I only see 4 modules in de free version
Hello, I only see this modules: HomeJob OpeningsCandidatesInterviewsDepartments 1Job OpeningCandidateInterviewDepartment How can I activate the other modules? Like Clients?? thanks!! Paul
candidate status
Hallo, How do I change the candidate status? Tnx, merav
Configuration alert wording is incorrect
When deleting a status in the Hiring Pipeline of Zoho Recruit, "Deleting this candidate status(Unsubscribe) from here will completely remove this status form your system. Are you sure you want to continue ?" form should be from
Annoying/ugly grey lines on header
UPDATE: Forgot to mention that this is happening on FireFox and Chrome. ORIGINAL POST: Been using Zoho Creator for a few years and always wondered about the ugly grey lines that appear all over the header (see red arrows in attached screenshot). Can you please tell me why they appear and how to make them disappear?
550 Error - "Please turn on SMTP Authentication in your mail client"
Hello, I can't seem to receive emails and when someone does it bounces back to their email and they receive this as an error: Message not delivered There was a problem delivering your message to louis@twointeractive.com. See the technical details below, or try resending in a few minutes. The response was: 550 Please turn on SMTP Authentication in your mail client. mail-qk0-f173.google.com [209.85.220.173]:36580 is not permitted to relay through this server without authentication. Final-Recipient:
Relative Task Dates
Please consider adding the relative task date (or Reminder date, Start date etc, I mean all of the date types) type to date definitions. We require to set dates for specific report tasks which are normally defined as in a relative manner in our company such as "The last Thursday of each month". We require to be able to relatively define the task dates, task start dates, reminder dates etc.
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