Custom Formula
I am trying to create a formula to have a result of the month name of a custom inputted date field. My formula is as follows, The formula result type is string. The date field value is 03/23/2020, I want the result to be March. The result I get is blank, no result, Eventually I would like to write the formula to be a nested is statement for all the months. If((Month(${Candidates.Start Date}))==3,'March','Error') Thank you
How do I Turn off Word Verification or Captcha
I am currently using this for an internal support form so I am not interested in using the Word Verification. How can I turn off word verification?
Internal Error - no details
Okay so for the past week I've been trying to automate assigning a correct layout based on some other fields after an automatic Import from Skyvia (which uses API). 1. Workflows (on create) for multiple records are unreliable or not triggered at all - so that option went out of the window 2. Workflows (date/time) worked but since it's not documented I can't be sure if it'll work 3. Mass update - nope, it's supposed to be automatic, I can't have people doing mass updates when they should be doing
There was an error executing the getCustomers command: Client error: `GET https://subscriptions.zoho.com/api/v1/customers?filter_by=Status.All` resulted in a `401 Unauthorized` response:
I am trying to use Zoho Subscription API in PHP laravel, I refered this(https://github.com/sudiptochoudhury/php-zoho-subscriptions) , but I am getting error as There was an error executing the getCustomers command: Client error: `GET https://subscriptions.zoho.com/api/v1/customers?filter_by=Status.All` resulted in a `401 Unauthorized` response: Help me with achieve this.
Zoho CRM with Zoho MAIL : is it possible to see emails status ?
Hi, Sorry to ask, but I didn't see clearly the answer somewhere. Here is my concern: In Zoho CRM if you setup Email add-on with Email Insignts you can see the status of the email sent with CRM mail add-on (open, when, how many times, ...) But if you use Zoho MAIL inside CRM, when you send an email to a contact it automatically logs in the record to the contact. ==> But the Status of the email sent seems to only show "sent" or "received". ==> so, is it possible to see email status (opened for example)
IMAP cannot connect to server! HELP
OUTLOOK Log onto incoming mail server (IMAP): The connection to the server failed. Send test e-mail message: Outlook cannot connect to your outgoing (SMTP) e-mail server. If you continue to receive this message, contact your server administrator or Internet service provider (ISP). WINDOWS LIVE MAIL The connection to the server has failed. Subject 'test again' Server: 'smtp.zoho.com' Windows Live Mail Error ID: 0x800CCC0E Protocol: SMTP Port: 465 Secure(SSL): Yes Socket Error: 10061
Custom function to update identical multi-select fields across related modules
I'm trying to write a custom function utilizing the guides within Zoho Help, but I'm not having much luck. I want to write a function to include in a workflow that effectively takes the values in a multi-select field from the Accounts module and updates an identical field in all child Contacts for that Account. Both the Accounts Module and the Contacts Module contain a multi-select list field called "Account Products" with options like "Medical", "Dental", "Vision", "Payroll", "Timekeeping", etc.
Can't use Zoho on phone -- app or web!
Recently I had some computer issues, so I needed to use Zoho on my phone (iPhone). Every time I tried to launch the app, within one second, it crashes. So, I decided to go to Zoho via Safari on my phone. That was not successful either -- it will open a page, but you can only see a tiny corner of the page and *you can't move the page around*! So I was not able to use Zoho on my phone with either method. In talking to one of my colleagues, I found out she has the same problem -- the Zoho app crashes/quits
we need to send SMS to our client within Australia
Hello all, We are planning to send sms to our contacts within Australia and we have signed up with Burst SMS and we having a lot of issue, can anyone please advise if there is a better platform to use to send SMS via ZOHO? We are in Zoho CRM Enterprise plan Any suggestion that you can give us will be greatly appreciated (Pros and Cons) and you can email me on support@linklocal.com.au
POSSIBLE PAID FREELANCE PROJECT: Need help with and integration and possibly App development.
Hey guys, I have been a general CRM admin/analyst/consultant with Salesforce, Zoho, and Hubspot. I know my way around the platform and I love and prefer Zoho. However.... I am not a developer nor do I code. I do understand to extents what I am looking for when troubleshooting, but its not my expertise. With that said, I stumbled upon a possible business venture idea, and I need some help. I was wondering if anyone on here would have time to maybe take a call/video chat to see my requirements and
No Incoming Mail
Hi, I am running the zoho mobile app as well as the email on the mail client on my mac. there were no issues since the last 2 years but the last 10 days i havent been receiving any mail, the outgoing mail is working fine though. Dont no the reason why suddenly the incoming mail would stop the the mac mail and android app. Please help.
Tip of the week 56 - Tried-and-true tips for remote working in email marketing
In these days, we're all thinking about how to stay productive and creative during this new lifestyle that COVID -19 alarmed us. And, since we are a cloud-based marketing software, we've a few tips and tricks that will help you to live up to your expectations during these remote working days. Here are a few methods that email marketers can try to adopt a smooth and flexible style of email marketing. Make sure that your email marketing software has got the following capabilities to solve the core
Events not showing up in contact record where contact is a "participant"
When I select contacts as "participants" for an event, the event (once completed) no longer shows up under either invited events or closed activities for the participants. (It used to.) If I don't send an invitation, these contacts are listed as participants, but not as invitees. As a result, now, when I look at a contact, I can't see the events he or she has participated in, which is a significant omission. We should be able to add a contact as a participant in an event and have it show up on
Avoiding accidental creation records through lookup fields
Hey, We've had cases of users typing an inaccurate or concatenated name in a lookup field, and accidently creating a new record in the lookup table like that. I would like to block the option to create records that way, while keeping the option to create records in the lookup table in the usual way (going to that table and clicking the plus button). Our temporary solution was to make some fields in that table mandatory (unnecessarily) to make an error occur on those cases. Is there a more efficient
Button with function to update a field
I need a custom function that will be invoked by a button on my deals page. I know how to create the button and set it up to invoke a custom function. I just can't write that function. The function just needs to update a pick list called "Do Not Edit This" from the default -none- to the first selection in the pick list, which is 1. Can someone help me with that? Thanks very much!
HTML Snippet Question
Hi, I am trying to work with the the new version 5 of Zoho Creator. I have created a page. On that page I have an "html snippet". I am trying to pass the record ID of a single record (as selected by a report that invokes the page url). In the html snippet I am trying to retrieve the information of the single record to use in deluge script and resulting HTML for display. I have created a function called Barcode that is invoked from the report but how do I "send" the record ID via the SendID variable
Sorting of recent LinkedIn posts in Social
Hi, it seems the sorting of LinkedIn posts in Zoho Social is not correct. They are not sorted by date. Please check and fix.
Issues Connecting Instagram Account
Greetings All - When I try to connect to an Instagram account it opens an Instagram Login window. I enter the user name, no problem. Try to enter the password and after typing one character the cursor jumps back to the end of the username. Anybody experience this or maybe know why it's happening? Or better yet how to fix it? Many thanks in advance to anybody who can respond Tony
How can I add more brands to social?
Where can I add a new brand to my zoho social dashboard?
Zoho Cliq User Status API
Is there a way to get the status of the user, whether he/she is available or busy or at least know if they are online or offline by calling cliq api? There is a status field in user's object when i call the get particular user api, but it shows only if the user is active or inactive.
Cannot receive email, MX seems allright
Hello, from today around lunch, I cannot receive any emails.Could you please look into it? MX seems to be set just fine. It is really urgent. Thanks, Daniel
zcrmsdk/oauth/exception/ZohoOAuthException with message 'Refresh token is not provided.'
Hi Team, I'm currently following this code sample: https://www.zoho.com/crm/developer/docs/php-sdk/module-sample.html?src=field_details In my $configuration array I have set:- $configuration['client_id'] = {client_id}; $configuration['client_secret'] = {client_secret}; $configuration['redirect_uri'] = {redirect_uri}; $configuration['currentUserEmail'] = {currentUserEmail}; $configuration['apiVersion'] = "v2"; $configuration['sandbox'] = true; $configuration['applicationLogFilePath'] = {applicationLogFilePath};
Automatic Capitalization of Name Field
Hello we have leads come in from Unbounce to Zoho Many people forget to capitalize their name. When we prepare to send an e-mail template to them, we have to manually edit their name to make it capital (so it does not go out in our e-mail as lower case) Is there a way to automate making the name field capital when every lead is created with a custom function?
Rename Deivce in Unattended List
Hello! Looking for the rename option in the Unattended Device list. It seems to have been replaced with a whole bunch of options that are not available to me since I do not have the professional version.
Response 204 for lead info request
I'm making a request for lead information, https://www.zohoapis.eu/crm/v2/Leads/235277000000516277 And I don’t always get it. Sometimes the answer is 200 and information is lead, and sometimes the answer is 204 and nothing. At the same time, no one changes anything in the personal account. here is the log of my queries: 01/09/2020-14: 46: 44 - answer 200 and information 01/09/2020-14: 54: 43 and later - answer 204 help me please: How to get lead data always? and what does the answer depend on?
Labels for multiple credit cards in customer record
I am using books for selling good, services, and even subscriptions. A customer may have more than one credit card present in their customer record. I would like a way to identify the purpose of one card vs another. Use cases: 1 card is present only for
Recording affiliate income properly
Hi, I've just signed up for Zoho Books and I just want to be sure I'm recording my affiliate income properly. I couldn't find much information on the subject. So here's my situation: I get paid by several affiliates that I work with, mostly directly to
Gain insights on what visitors have to say about your brand using feedback widgets.
Feedback is essential for any business, be it small or large. You can use this feedback to gauge what your visitors' preferences are, what more they expect from you and your brand and make improvements accordingly. The Zobot offers a bunch of feedback widgets that you can use inside all of the platforms available. Happiness Rating: This card can be used to obtain the rating from the visitor in the smiley input format. Syntax: { "type" : "happiness-rating",
Delaying in mail recipient
Hello, is there any issue or latency with mail today? since 12:30 inbox is not receiving messages (also tested with direct message from different accounts\domains) thanks and regards
Zoho Connect: Changing an already created Internal Network to External?
Hi, Is it possible to change an already created Internal Network to External? Thank you!
Express Package - Limit on Task List Templates?
Hello Zoho Community, Have a simple question, do you have an overview of the limits on the task lists template? For the Project templates it iss stated on your pricing menu but not for the task list template. Please advise, thank you. Best Regards, Denisse
Inundated with Notifications
Currently, in the Zoho Projects mobile app, the Notifications is useless because it lists every single thing that every single user does across the entire portal. It should be an option to only see notifications related to you. While I'm here, other improvements that would greatly improve the mobile app: Ability to close and edit tasks while offline (synced once connection resumes) Sort Kanban by Task Statuses when you're viewing My Tasks (not just in a specific Project) Sort by Priority (not just
UI Issue in Zoho Cliq - While setting up Custom time for ''Pin Message' it is not showing 'Apply' button
Namaskaram Zoho Cliq team, While using 'Pin Message' option and setting up time period manually 'Apply' button is not visible when the browser is 100 % zoomed in and also unable to scroll down to view the 'Apply' button (Refer image 1). So,we need to minimize the browser size to 67% to view the 'Apply' button(Refer image 2). Image 1: Image 2: Crafted with ❤️ Zoho Gurus | Zoho Cliq Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+
Notes
I dont know if anyone else has had issue with the notes system but i think it should be better formated. I used my notes to store my clients credentials and so now when I type it in it get put all on one line eg., clientid:0002 clientcst:1234 clientcode:741258 clientaccess:9631258 clientlink:wwww.clientlink.com that looks like a mess, i wish i was able to work wrap and create line spaces so it out be easier to read (like so): clientid:0002 clientcst:1234 clientcode:741258 clientaccess:9631258
Deluge version history display Calcutta time instead of Europe
Hi, We are based in Germany, using the .eu servers. When looking at a deluge file history, time are displayed in Calcutta time. This not really relevant. We should have CET time for EU customers...
Zoho Subscriptions Paystack Integration
Hello, We have a new business case that requires us to use a Nigerian payment gateway provider called PayStack. Paystack is not currently supported by Zoho and we're looking into how we can fulfill this requirement using the Zoho subscriptions API . Our requirement: When a customer's subscription bill is due, we want to trigger a deluge custom function that calls the Paystack api, charge the customer and updates the subscription based on payment capture success or failure. On Payment Success: -
Zoho Survey & Facebook Pixel
Is there any existing tool that would allow for connecting a Facebook Pixel to a survey?
Custom Dashboard on mobile app
Trying to figure out why my custom dashboard is not showing up on the mobile app. I can see the dashboard on the desktop with no problems. However, when I try to access it on the mobile app, it says "No Components". Any help would be appreciated.
Quick Create from related list
Problem - We run a finance brokerage with need to store customers address history for up to 5 years which and mean multiple address records and the same for employments. Currently I have solved this 2 ways, 1. to add more address fields within the contacts record (makes the contacts record quite large for customers with alot of history), 2. Use custom modules to store previous address & employment history. The second way seems to be a clean approach, I then came across "quick create" however we
5.1.2 Error Bounce Back
Hello, I am currently able to send messages, but no one is able to send me a message. This issue started yesterday, 3-12-2020. For everyone sending a message, they get a bounce back error, 5.1.2
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