Universal inbox
hey all I am trying to create a universal inbox to pop my mail in to my zoho inbox. What filter can I make to accomplish this feat?
ZOHO Analyticsによる分析例
ZOHO 様 ZOHO Analyticsによる分析例の https://www.zoho.com/analytics/blog/dashboards-to-help-you-stay-informed-about-covid-19.html 事例として紹介していただきました。 ありがとうございます。
Customer Portal and Optional Login
Hi, Zoho Creator looks like amazing product in many ways, with clear and properly written guides and tutorials, well done! However, I have studied the eBooks, looked into this community, watched YouTube videos and browsed the Internet, but unfortunately I didn't find a solution for my need. I would like to create Event Management portal, where customers could browse the events and also create them. Browsing events and buying tickets should be possible without signing-up, because if sign-up is required,
Add a record in another form based on result of conditional If in a subform
I'm trying to add a record to another form based on what the user chooses from a multi-select in a subform. I am using on Success. Before I created without a variable (var1) and it inserted a record, but every time. Completely ignoring the conditional If. Now it's doing nothing at all. I've tried adding a Success message by adding an 'else' parameter, but nothing happens. Any pointers, help appreciated. I've been battling with this 2 days now. CHILD_Steg5 is the subform MLT_kansliga_data is the multiselect
Cross Application Reporting
Hi all can i get some assistance, have created a system which relies heavily on multiple applications. There is a separate application for each entity. I set it up this was as the request was that there needed to be separation between entities for security , reporting etc. But there is an administrator who needs to administer certain actions across all the entities. Each entity for example takes application forms and they need to assign them to different people. But there may be 20 entities running
Issue in Zoho Creator - field link name suggestion not perfectly showing
Namaskaram Zoho Creator team, Usually the field link name suggestion showing while writing deluge script. But sometime it is not showing properly. Please have a look into the following image. In above image, the suggestion is shown. Now look into the below image. In the above image, the suggestion has gone. Now, again it is visible after entering the third letter. Please resolve this as soon as possible. Crafted with ❤️ Zoho Gurus | Zoho Creator Practice Team @ CubeYogi Zoho Authorised Partner
how do I change the status text while tickets are in play?
Hi, I have a blueprint driven off statuses but the original status names I created don't describe the status correctly anymore. When I try and change the status text it says "there are things currently in that status"? But all I want to do is change the status text. How do I do this?
Integration with Zoho sign to finalise a deal?
Hey team Looks like an interesting new product. What is the proposed workflow for closing a deal that includes sending a contract to a client from Bigin using Zoho Sign?
How do I remove a creator app that was shared with me
Hi, Someone shared an app with me but I do not have access to it. They are no longer around and I have no way of contacing the person. How do I remove an app I have never seen or used from our account? Thanks
Setting to turn off Paying for all invoices in customer portal
We enable our invoices to be paid via authorize.net. When a customer gets an email of an invoice and clicks on the link to view/pay for it, if he/she has other outstanding invoices that were enabled for online payments, there will be a banner that says
Image voting / uploading app
I need an app "Image votin contest" - user can vote for best image + upload new images thumbnail listview of images - user can vote for image (1-5 starts) - Sort View by Most Votes, upload date etc - Upload new images to participate in a contest "Zoho Share" looks like it has a look and feel of what I need Is there a source code of "Zoho Share" I can use?
Control panel
How do I access control panel, free account or is this not a feature. When I go to https://www.zoho.com/mail/control-panel.html or any link. I get shown a page that shows what the control panel can do but it is not usable in any way. I am logged in when doing this. I am trying to add a 2nd mail to my own domain e.g. info@.... Is this possible on a free account. I don't want an extra user just a 2nd mail.
The username which you have entered belongs to a different deployment/region
Hi I am trying to create a email for my business (speckleinternet.com) when i tried to signup with the above domain i am getting "The username which you have entered belongs to a different deployment/region" error message. Can you please help us to complete the signup Thanks Ramu Bonkuri
Joining 2 tables
Hope someone can help. We are a service delivery company and I am trying to keep track of each technicians completion percentage as the day goes on. The "starting Services" column is the amount of services they start the day with, then we export from our CRM to dropbox hourly to get the "services completed" number, then also a formula for the % complete. The problem i am having is that the "services completed" column references the total number of services completed between all technicians, and does
Error adding a user
We have 2 users in Zoho One, and we want to register the second user in sign. But we get the following error "The user is already present in another account" the user is not in that app ( image 2 ) How can we solve it?
How can i find my zb code ?
How can i find my zb code ? please i need to connect with my shopify store
Gmail - Can't connect to zoho's smtp server
Hi, Did anybody experienced that when I setup a "send mail as" account in gmail and I want to use the smtp server of zoho I got this: SMTP Server: Port: 587 465 25 Username: Password: Secured connection using SSL (recommended) Secured connection using TLS Your other email provider is responding too slowly. Please try again later or contact the administrator of your other domain for further information. Any resolution? From mac "Mail" it just works fine.
Editing Links Doesn't Work Well
If I'm editing a page or blog post and add a link to some text, it's virtually impossible to edit that link URL or link attributes after the fact. Here are some of the common issues I run into: I highlight the link text and click the link icon It doesn't recognize that there's an existing link there and wants me to enter all the information all over again :-( I click somewhere on the link text and click the link icon It recognized the link and displays the current info for me to edit. After saving,
CRM lookup fields in creator show some bugs while searching
I have a lookup field in creator that integrates with contacts module. When I'm searching for certain names of contacts, it doesn't find these contacts by their full name. If I search only for some words of the last name i can find them, but not always. It also seems to be random, some contacts I can search by their full names, others I can't. And they are saved in CRM just like those I can't find. Seems like a bug to me. How can I get this fixed?
How to configure Windows 10 mail and Android to use your email
It has been a long time since I checked my email account, as you decided to block my account (I would prefer to receive an email to my other account to confirm everything is correct). Now I set up 2-way authentication and I would like to use the mail in all my devices. Regards,
${companyLogo} Dev Edition
Hi, I'm new to Zoho and i'm playing around with the Dev Edition CRM. I'm noticing that when testing the Big Deal Alert Template which has a dynamic image link - nothing is actually showing. Why is that? I'm trying to figure out how to include dynamic images into my templates but if this sample template doesn't work? thanks.
Passing initial value to subscription Form
Hello, Before loading subscription form we are taking user basic information on another form and then we need to pass first_name, last_name and email to per-poulated in zoho subscription form. However, when we passing parameters in zoho subscription iframe URL it's not loading into subscription form. &first_name=zarl&last_name=Mac&email=zarl_mac@gmail.com Would anyone suggest what's wrong with this and how can I pass this information into zoho subscription?
Use of commas is suddenly no longer supported in attributes options?
It looks like Commerce now regards the comma as separator in the attribute options, thereby preventing me from making changes on a wide range of items. -Bryan
SMTP Error: Could not authenticate.
Hello! I have a website hosted at https://aws.amazon.com/en/ I made the settings to use the Zoho account. I am using zoho's email account to send authenticated email with phpmailer, but you are presenting the following message: SMTP Error: Could not authenticate. Below is a print of the settings made in aws Please can you help me resolve this error? Thanks in advance! Email sending code: <? php require_once ('mail / class.phpmailer.php'); // Include PHPMailer folder / class $ phpMailer = new PHPMailer
Why is the word "script" suddenly reserved for variable names, input parameters and form fields?
Ok so I wake up and find that all my Deluge scripts are no longer working. As usual you get the "Improper Statement – Error might be due to a missing ';' at the end of a line" nonsense error prompt. Then after hours of debugging you find out that the word "script" has all of a sudden been reserved and may no longer be used as variable name, input parameter name or form field. Of course there is absolutely no information about this breaking change and no documentation as to which words are reserved.
Set default payment method
Hello, How can I set the default method?
Overview
Hello All, I am creating management application where everything is managed by Order Nos. I would like to create an Overview wherein i ask the user to enter Order No. and everything is displayed on the page with every data related to that Order No. Thanks & Regards
How to access files which are restricted to Member Portal Groups?
Where in a Site does a Member access the files which are associated with, and restricted to, Member Portal Groups?
Tip of the week 57 -Plan and stay focused with your email campaigns calendar
The current global scenario has made the day-to-day business operation to slow down a little. However, the good news is that it gives us a substantial amount of time in hand to think and plan our marketing strategies. So, email marketers can make the best use of their time by thinking and sketching down an email campaign that will help in creating a consistent email engagement series in the long run. Here's a bundle of tips that will help you get started to build an email campaign calendar to
Functionality Issue in Zoho Creator - Deluge inbuilt function "hoursBetween"
Namaskaram Zoho Creator team, The deluge inbuilt function "hoursBetween()" takes two dates as parameters and return the number of hours between those two dates. But it fails in following scenario. Let us assume the start date is 08-Mar-2020 00:00:00 and end date is 10-Mar-2020 00:00:00. It should returns 47 hours instead of 48 hours. This problem happens, only if the start date is less than 10 and end date is greater than or equal to 10 and if both dates are set for 12 am. This is very
Onboarding for new Employee
Hello, I want to add checklist for new employee during onboarding. How can I do this?
Tips and Tricks #16: Build a connected campus with Zoho WorkDrive
We are back with another interesting post for this week. In case you haven't read our previous articles in the Tips and Trick series, you can find them here. Today's tips are designed for universities or training institutes who are moving towards digital
Kaizen #23 - Widgets
Hello Everyone! Welcome to another week of Kaizen! In this post, we are going to discuss Widgets in detail. First things first—What are Widgets? Widgets are embeddable UI components that you can create and add to your Zoho CRM. You can use widgets to perform functions that utilize data from third-party applications. You can build widgets for Zoho CRM using our JS SDK. For instance, You want your sales representatives to handle new requirements/customization requested by prospects by raising internal
How can I send subscriber score to CRM
How can I send subscriber score to CRM?
What's New this March 2020 in Zoho Invoice?
Hello, everyone! We are back with the latest updates from Zoho Invoice! Read on to know what's new this March. Attach files using the Attachment custom field Custom fields are helpful when you want to add additional information to your transactions. You can now create a custom field with the Attachment data type to attach files, such as PDFs and JPGs, to transactions. This can be particularly useful when you want documents like warranty details or terms & conditions to be mandatory for sending invoices
Combining two accounts
I have two companies and am shutting one down due to current environment. I need to merge the two accounts and only use one I am using two differnet email addresses one acount is CRM only and the other I am using CRM and Mail how do I do that?
Picklist for District/State when using Address Field
Is there any possible way to do this? I know how to make this work if I use individual fields for an address, but how about when using the Address field type. I tried modifying the code in the IDE which kicked back a generic error.
Balance Payment Due on the Job Date
Booking me requires a retainer, followed by the balance payment on the day of the job. While the retainer invoice due date is easy (upon receipt), I struggle with manually updating the due date on the final invoice. These invoices can be associated with CRM jobs (deals) which are dated, so the date is in the system already. So, how can I make the the final invoice due date to be the day of the job?
Charging a customer for materials.
Hi. Most of my invoices are for labour only, today I had to get some lawn fertiliser and need to add it to an invoice. I went into Expenses and used Cost of goods sold, put in the amount I paid. In notes put what it was and then selected the customers name, then saved it. Opened this months invoice and clicked to added the fertiliser, the cost price showed up so I changed it to the retail price. I am not sure if this is the right way to do it because it comes up on the invoice as Cost of goods sold.
Unable to upload non portrait profile photo
Hi, may I know why uploading non portrait photo is restricted? because as a small business team less than five. we intend to use a single email account for multipurpose from different user. So, we prefer uploading a business logo rather uploading a person's photo. But it is unable to do it when uploading a business logo, it only show error message. Is there anyway to allow uploading business logo in profile photo? Hope for your kind help as soon as possible. Regards, Khine
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