SPF Verfication
I keep getting notification that the SPF Records need to be verified for bicycleworks.ca. When trying to verify I get an error. We are unable to get TXT record for SPF right now. If you have added the TXT record just now, please wait for 30-45 minutes for the changes to propagate and try again. Learn more about the failure reasons However, a check of the DNS indicates they are there. https://www.whatsmydns.net/#TXT/bicycleworks.ca How do I resolve this? Thanks, Steve
Tips and Tricks #24: Resize objects using Show
Hi folks, In today's tip, we're covering an easy method for re-sizing images and other objects when converting your presentation from one aspect ratio to another. Our Show web app offers two presentation aspect ratios, one for Widescreen mode (16:9)
Free webinar: Zoho Sign's integration use cases with a dozen Zoho apps
Hello, At Zoho, we’re building one of the most comprehensive and tightly integrated suites of business apps. We currently offer 45+ apps in all major business categories, including finance, human resources, sales, marketing, customer support, and back-office operations. Zoho Sign, our digital signature app, was launched to help businesses securely sign, send, and manage legally-binding business documents from anywhere. Staying true to our company’s vision, Zoho Sign now readily integrates over a
Convert Invoice Template to Estimate Template
How can I use a Template I've created for "Invoice" in the "Estimates" area? Thank you.
Update contact using V2 API failed
Getting an error while trying to update Contact using V2 API. ZCRMSDK.CRM.Library.CRMException.ZCRMException: 'The given field is not present in this record - id' code Snippet ZCRMModule moduleIns = ZCRMModule.GetInstance("contacts"); //module api name List<string> fields = new List<string> { "Last_Name", "Company", "Email", "id" }; //field api name BulkAPIResponse<ZCRMRecord> response1 = moduleIns.GetRecords();// get Records with cvId, sortByField, sortOrder,
Internal Server Error on GET https://www.zohoapis.com/crm/v2/Events
When I try to get: https://www.zohoapis.com/crm/v2/Events?page=729&per_page=1&fields=$recurrence_id,Recurring_Activity response from API is: { "code": "INTERNAL_ERROR", "details": {}, "message": "Internal Server Error", "status": "error" } But request without Recurring_Activity field is ok. Sample: https://www.zohoapis.com/crm/v2/Events?page=729&per_page=1&fields=Recurring_Activity { "data": [ { "id": "333359000009811735", "$recurrence_id": "1341072000000"
Loop Problem
how to do iteration only using start date and then store the dates in a list?
API error : "error": "invalid_client"
Hello I am trying to get an acces_token folowing this documentation : https://www.zoho.com/invoice/api/v3/#oauth And I always receive an error : "error": "invalid_client" How can I solve it ? Thank you.
Orchestly to Connect / Zoho Flow
Hello, is it possible to create a flow between Orchestly and Connect, where a post in a Group is announced when a job is created in Zoho Orchestly. This is because not all of the Users are involved in different processes, but we would like to give them info and let them make comments. Katarzyna
Zoho Forms Integration with Razorpay
Greetings everyone, We hope you're enjoying the increased efficiency provided by our payment integration gateways. In an effort to make things even better, we're pleased to announce our payment integration with Razorpay, the first Indian gateway available in Zoho Forms. Razorpay is a PCI DSS-compliant and certified gateway, with a track record of solid security practices. All payment transactions in your forms are secure and reliable - thanks to Razorpay. Your customers also gain the flexibility
How to set up an Affiliate Portal?
Hello! I am wanting a step by step guide for making an affiliate portal. My business relies heavily on affiliates and partners outside of my business being able to track and see the progress of the clients they refer to my business. Can anyone point me to how to set this up. I have seen the client portal, but I did not see how to set that up for affiliates.
Execute Workflow Rule after Precise Time
Hi, I'd like to execute a Workflow Rule based on a specific sub-status for a Sales Order. I know how to create it, but I want it to execute precisely 72 hours after it was created. What would I put in: Date of Execution Execution Time Execution Cycle
Field locked
Hi, Some of our users see the 'Lead Status' field as read only, even though the permission set to Read&Write and it's a mandatory field. These users are with Standard profile and should have the option to edit that field for their own leads (created by them). Can you help? Thanks, Natalie
Showtime Admin
When I go to Showtime application, here is what I see. None of the links are clickable.
Deluge Script Editor does not work for related lists custom functions
Hi, I'm currently trying to write a custom function for a related list. Unfortunately the deluge script editor doesn't seem to work properly for me. It won't let me save the script. In builder mode, it doesn't even show the buttons for saving / executing. In free script mode, it displays buttons but once I click "save", it will display "Saving..." and won't proceed. Steps to reproduce: 1. Add related list 2. Select "custom function" 3. Provide name, description, argument (any values will result in
Migration failure - Server unreachable
Hi, I'm attempting to run an IMAP migration from my previous provider, but I'm consistently running into a "Server unreachable" error message. I set up a migration last night, but left it while waiting for my MX records to be updated. I returned tonight and attempted to add the account to be migrated, but received an error message on several occasions. I then deleted the original migration and attempted to create a new one, but without any further success. I have verified that the provided details
Attention to People using Custom Functions!!
Hello and good day to you folks!! We are excited to introduce our new Version 2.0 APIs, which are also supported in custom functions. As a result of the update to Zoho CRM Version 2.0 APIs, the CRM’s Custom Function Integration task, which allows you to perform automated tasks in CRM, has undergone some modifications. The zoho.crm.create() integration task will be renamed to zoho.crm._create() progressively. This change is being made by us, to differentiate version 1.0 from version 2.0 APIs. The
Moving folders but RETAINING creation dates
Hi Guys, I have some mission sensitive data that I have stored on google drive for many years. As these files are TIME sensitive and my staff will enter foldes based purely on creation date. i need to find a way to move about 1000 folders over to Workdrive but RETAIN the original folder creation date as it appears on google Drive. Has anyone any ideas how to do this? This is all that is stoppping us leaving Google for good and having everything now with Zoho. (Books, Analytics, Reports, campaigns,
Unable to send email from Zoho's SMTP Server using PHP Mailer
I am trying to send email from website, using PHP Mailer 5.2. Please have a look into it and share a solution for this. Zoho SMTP Mail Configuration $mail = new PHPMailer(); $mail->IsSMTP(); //Sets Mailer to send message using SMTP $mail->Host = 'smtp.zoho.com'; //Sets the SMTP hosts $mail->Port = '465'; //Sets the default SMTP server port $mail->SMTPAuth = true; //Sets SMTP authentication. Utilizes the Username and Password variables $mail->Username
Migrating to the API V2
Hi there, I have a creator app that has ceased working since the API V1 has been turned off and I cannot for the life of me get it to work with the V2 API. The problem basically is I am using a deluge script to do a "zoho.crm.getRecordByID" call and since the V1 has gone away it just returns nothing. I have tried creating a connection in the CRM to creator and in creator to the CRM and still nothing. I suspect the answer is that I am missing joining the two apps together somehow but I cannot find
Verification Problem
Hello, When I send email to my gmail account it says "Google could not verify that example.com has sent this message". What can I do?
How to get OAuth Authentication for third party apps using Zoho Desk Extension
Hi, I am trying to connect third party app via Oauth Authentication using Zoho Desk Extension. I want to sing up to get the access token from that app. Please help me to make redirect from zoho desk extension and get the access key and store in zoho desk.
Include Request for Approval in Workflow or Macro
Is it possible to include a Request for Approval in a workflow or macro?
Add custom field from SO to Packages and Invoices?
Is there a way i can add a custom field that I have in the Sales Order module to Packages and Invoices? There are a few fields that I would like to be able to see throughout the whole process. Or is there a way I could create a custom function/field update to create a separate field and have it updated when the package and invoice are created?
Zoho Subscriptions Customer Portal flow
We have implemented the auto-enable feature of Zoho Subscriptions and will be implementing SAML single sign on shortly. I am wondering if the step involving the invitation to join the portal can be disabled. How would that flow work when auto-enable and SAML both implemented?
Send Multiple Records in Record Template Format as email attachment
Hi - I know it is possible to send a single record in Record Template format as an email attachment on success, such as an invoice attached to an order confirmation email. Is is possible to create a custom function or scheduled email to include multiple records in a form as an email attachment in the Record Template format? Currently, we can do this manually by printing the displayed records in a report as "Print as Summary" However, it would be very helpful to automate this process so that multiple
Multi Line carriage return in html view
Hi folks. I have a couple multi-line fields in my form. As they are used, carriage returns / line feeds are added with the enter key. In the list view, these carriage returns show up fine. But when I pull the data into an HTML view with a "fetch", the carriage return is not displayed - the text all runs together. Am I doing something wrong, or do I need to do something differently? Or does it just not work? I appreciate any tips... Thanks.
Dark Theme
Are there plans to add a dark theme to the Cliq Theme options?
emails stopped poping around 11am EST today, 03/09/2020
Hi, My emails stopped popping, this s from multiple hosts, so this looks to be a zoho issues, please advise as soon as possible.
Workflow Rule with Function and Email Notification not working
I am having a very similar problem to this one: https://help.zoho.com/portal/community/topic/workflow-rule-not-firing. I'm trying to set a secondary "Deal Stage" picklist field whenever Stage is updated so that I can then present a "Phase" picklist dependent on Stage. I've added an e-mail action to the workflow as suggested. Even though the record timeline says that the workflow ran and that the e-mail and function executed, the Deal Stage field remains unset and the e-mail unsent. here's the function:
when was the custom domain feature changed ?
the feature was changed from premium to ultimate subscription???, we needed to change our payment method and resubscribed the next day and suddenly that feature is unavailable, we had all these past years the "premium "subscription and we were able to use custom domains, so what happened?
summary view of information from several forms
I am new to ZC, and maybe still not thinking in ZohoStyle. However, one main power of RDBMS is that data does NOT need to be stored in several places. As I see it, if I want to have data from 2 forms in 1 view, I need to add a lookup field, this distorts a little the logic of dividing the data. However, I will ask a question, and hopefully, it's possible: Each of us has many tables/forms, some of the objects are more core objects (person, ID...), while other are data decsribing - name, address,
Using connections in Cliq Deluge Tasks
The use of connections has been mandated across all Cliq deluge tasks. What does this mean? All the Cliq deluge tasks will function only when a connection is passed as a mandatory parameter in the form of string along with the other parameters necessary. Note: Your existing Cliq deluge tasks will work the way it's intended, in case you make any further updates to the existing code, you will not be able to save your script until you pass the connection name in the Cliq deluge tasks. Cliq Admin
Find Kiosk Mode on Mobile Forms - iOS
This took me DAYS to find. When I was trying to find the Kiosk Mode for my iPad, there was no obvious way to get into the edit screen. I have been unable to find any information on getting into the builder section or into the editing section of an individual form. I only found it by testing various arrow (no luck), looking around each form and finally, swiping the one of the form titles, revealing the Builder module and 3 dots beside it. Forms List. There is no obvious way to get into the builder
SOLVED - Export to PDF is breaking embeded URL in saved document.
Hello, Issue: Exporting to PDF (sales order for example) is breaking a URL contained within the CRM document. Reproducible in various PDF readers. Observation: Consecutive strings of letters "ti" seem to be replaced with invalid characters. Is anyone else aware of this bug & possibly know of a fix? Thanks in advance. Br, Mark.
Zoho Calendar Sync Times
Hi, I have Zoho CRM sync set up with Zoho Calendar and can see CRM events in the main calendar which is great.... but... When I add or edit an event in the CRM calendar it takes hours (a day?) to show in the Zoho Calendar. When I edit or add an event in Zoho Calendar it shows almost instantly in the CRM. How do I get changes/additions from within the CRM to show almost instantly in the main Zoho Calendar. Many thanks for any help. Rgds Jon
Signature in "Send As Email"
Hi there! Hopefully I'm not missing something, but it seems that agent signatures are only added to replies to tickets. There doesn't seem to be a way to have the agent's signature show up in outbound emails for newly created tickets (When you click 'send as email'). Is there any magic way to get agent signatures included in these emails?
Button in subform to refresh deluge script for updated response
Hi, I have an expenses form I've built that pulls live currency rates into it for each item in a subform (so items could all be in different currencies) and then makes a running total in our base currency USD (so GBP and EUR are all converted by Deluge into a USD total). Is there a way I can add a button "UPDATE" that runs the script again to refresh the values? I notice it always has to be on user input but sometimes I just want the user to be able to update each line in the subform via running
Estrenamos Zoho Remotely, la nueva suite para el trabajo remoto
¡Hola usuarios! Sin lugar a dudas, estamos atravesando uno de los periodos más inciertos de estos últimos años. La aparición del COVID-19, independientemente del nivel de gravedad que se le atribuya, ha salpicado la actividad de muchas empresas alrededor del mundo, ya sea por una bajada en la demanda, nuevas medidas de prevención con cancelaciones de viajes y eventos, o con empleados directamente afectados por el virus. En nuestro caso, los más de 8.000 empleados de Zoho, localizados en distintas
Windows 7 (Pre Service pack 1)
Hi folks, I have another problem. I have a laptop that MUST stay with the original Windows 7 with no service packs installed as it runs legacy software that service pack one breaks. I have just found that Workdrve doesnt work on this machine. I get errors as below on first install... Can anyone help?
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