Zoho ShowTime: Host training courses under your own domain and build brand recognition with your global audience.
As a trainer, owning your own unique website and domain name is key to maintaining a strong, unified brand. Using your website to host your online courses creates a digital home base where you can communicate with your virtual classroom and remote learners. Having your own domain name also increases your brand's positioning and reach through search results on top search engines like Google, Yahoo, and Bing. Prospective customers will more readily pay for courses from an organization with a professional,
How can I allow users to upload more than 1 file at a time?
How can I allow end-user to upload more than one file if given quantity is more than one? For example: I've created a form where user can put quantity and I want them to allow as many file uploads a quantity amount. Right now, if the quantity is more than 1, it still only allows only one upload. Thank You
Email is not received on zoho when sent from gmail
Hi, I tried to send email from zoho to any other email account, the email is successfully sent. But, when I try to send email from gmail to zoho, it says email address not found. Please let me know the solution to fix it. I've also cheched the MX record and it's correctly pointed to zoho server.
Add Business Days BUT excluding holidays and sundays only like workdays
Hi! Please, your help with the following: Please, use the example bellow to understand my idea: Initial_Date: '20-12-2019'; "Add" 32 "business days" to "Initial_Date", but with the following criterias: - 1st: Considering like workdays from Monday to Saturday. - 2nd: Considering the following Holiday list: Holidays = {'25-12-2019', '01-01-2020'; '15-02-2020'}; My problem is that the function "addBusinessDays()" do not permit both to exclude holidays like other functions (i.e. workdays) but to
Password Field in Zoho Creator
I need to know that whether a password field can be created in the Zoho Creator. Is their way to create a password field using Deluge Script.
Launching Zoho BugTracker in Marketplace
Dear users, We are very happy to announce that Zoho BugTracker is launched in our Marketplace now. You can build your extension completely online, access your data from third-party services, and manage issues effectively than before. You can find our
Voting Button
Can I create voting buttons in Zoho email?
ManageEngine Vulnerability
I have a license/subscription to Zoho Assist and I received a notice there is a security vulnerability for ManageEngine per us-cert.gov. Does this vulnerability affect Zoho Assist or other Zoho applications? https://www.us-cert.gov/ncas/current-activity/2020/03/06/zoho-releases-security-update-manageengine-desktop-central
how do I position a box or element so that it overlaps with another element?
There are some template sections with overlapping boxes/elements (example attached). I want to work with this style, but I'd like to re-arrange the pieces rather than use the exact templates available. I can't manage to figure out how to do it though?
Account access through TweetDeck
Is there a way to add twitter accounts that I have access to under a differrent account in Tweetdeck?
Reactivations and churned subscriptions
When an sub gets cancelled due to dunning but is then re-activated, why does the subscription still show in churned subscriptions? When there is a payment failure and the user fixes the credit card, why does the subscription still show up in payment failures list?
Remove the create option from portal settings
Hi, I just created my first portal for the CRM contacts module. The idea is to give customers access to certain fields so they can change it themselves. However, in testing it seems they are also able to create new contacts, which is not what we want. If I change the permissions in the configure portal options, i can deselect edit & create, but if i try to select just the edit option, the create option immediate switches on too. What am i doing wrong here?
New User has 3 questions about Bigin
I own a small real estate company. I have struggled to find an easy to use and functional crm and transaction manager that I feel my agents will actually use. Been testing Bigin some for past 2 days. It has awesome promise for many of my needs. Before I spend too much time developing workflows, I was hoping someone could help me with these questions. I have searched online, however, since this is a new product, there does not seem to be much online training. Thanks in advance to all who read and
Urgent : UPDATE CREDIT CARD ID OF AN SUBSCRIPTION
How can i update a subscription's associated credit card via api call ??
Projects associated with multiple groups
Hi Support Team I was wondering if there was a possibility to file a project within multiple groups? Currently we have groups with multiple projects, but there doesn't seem to be any functionality i can find to have projects sitting across multiple groups (it seems you can look at projects by group, owner and client). Thanks for your help. Luke
Can you invoice expenses using the date of the expense?
Hello, I just recently bought Zoho Books because it has great reviews and is a great price. I am currently trying to create an invoice from my list of expenses. I have found that this feature is very limited, by default, as it will only display a few
Dialer options
I am new to ZOHO (still in trial mode) and looking at click to call and auto dialer options with third parties. I have looked through previous discussions and can't find any recent information on the subject. If anyone has experience in this arena, your advice would be greatly appreciated! I am looking for an option that I click to call directly from ZOHO contact while in the CRM and ideally have the option to create call lists that I can use an auto dialer. I have been using MOJO which works
Integrations with Zoho Creator On-Premise
Our organization will be implementing Zoho Creator on-premise when it becomes available. I have a few questions regarding the use of Zoho Flow in this future state. 1. Will Zoho Flow function at all if our Creator Applications exist in an on-premise state while Flow remains in the cloud? 2. If it does function, what are the mechanics of the data flow? For example, does it take data (JSON) from an on-premise application, move it to the cloud via Zoho Flow, and then move it to an integrated on-premise
Problem still not fixed: Events don't show up in participant contact records
I posted this issue to the forum weeks ago. It was tagged "Not a problem," when it absolutely IS a problem, and other users have verified that it is a problem for them as well. https://help.zoho.com/portal/en/community/topic/events-don-t-show-up-in-participant-contact-records We do not use Zoho mail to issue invitations to events, and I'm sure many other users are in the same boat. When we assign participants to an event (contacts or leads) after the event is over, they do not get shown as being
8 Neat Tricks in Writer You Should Know About
Want to get the most out of Writer and speed up your work? You've come to the right place. We've compiled some productive shortcuts in Writer that can help you get work done more quickly: 1. Look up synonyms No more need for a bulky thesaurus! Use Writer's
PHP SDK date format
Hi there! I am trying to set the value for a date field in a record through the API by using the PHP SDK. I keep getting the error message 'invalid data'. The documentation and the posts in this portal lead me to suppose the proper date format must be 'yyyy-mm-dd hh:mm:ss' (e.g. '2002-05-02 10:00:00'). However, this format is not accepted. What is the proper date format to send to the API? Thank you for your answer.
Feedback Analysis by rating field in Zoho Creator
Namaskaram Zoho Creator team, Good if form builder contains a field for Rating with stars in Zoho creator form creation, to find customer satisfaction level - it is useful for feedback analysis specifically in products sales Now, form builder contains a field called sentiment analysis to analyze entered customer feedback from a single-line field. But the rating stars are often used in web forms and apps for feedback analysis. So people are familiar with using this one instead of using AI for
UI Issue in Zoho Cliq - Call option hiding behind file upload status.
Namaskaram Zoho Cliq team, If we click on the calling option while file uploading, then the calling options has been hiding behind the file uploading status. Please have a look into the following screenshot. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Functionality Issue in Zoho Creator - While opening the Deluge Script Editor
Namaskaram Zoho Creator team, Refer below image. Whenever opening the script editor from workflow editor [ref:Image 1], It should open the script editor page [ref:Image 2], Instead of that, it shows the 'Add New Action' page[ref:Image 3],. if we tried to close it by tap on the cross symbol 'X', It shows an dialog box with two options as 'Close' And 'Cancel' [ref:Image 4],. If we choose 'Close', it's not performing any action. while selecting 'Cancel' the dialogue box closes. To go back, we
UI Issue in Zoho Creator - 'Refer Fields' side bar is hiding the code content in HTML Snippet - Zoho Creator
Namaskaram Zoho Creator team, While using the refer fields side bar in HTML Snippet editor in Pages. It hides the code content. Image 1 shows the HTML snippet editor before using Refer Fields and Image 2 shows that the code contents are hidden while using Refer Fields.Also it is not showing any scroll bar below the HTML Snippet editor to view the hidden code content. Image 1: Image 2: Crafted with ❤️ Zoho Gurus | Zoho Creator Practice Team @ CubeYogi Zoho
UI Issue in Zoho Creator - While using conditional formatting tool tip should not be shown there
Namaskaram Zoho Creator team, In field configuration settings it shows 'i' icon (Refer Image 1) near the fields and while using conditional formatting for any field it shows a list of created rule and in that the 'i' icon is also visible which is in behind the conditional formatting setting (Refer Image 2) also it shows tool tip when we hover the 'i' icon which is in the conditional formatting setting (Refer Image 3) Image 1: Image 2: Image 3: Crafted with
Link project with Timesheet in Zoho Projects
Namaskaram Zoho Projects team, Please refer following image. In that, the marked text is not a link. But it would be nice to have that as a link. Because we can open the task by clicking that link. Crafted with ❤️ Zoho Gurus | Zoho Projects Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Email Integration with Zoho CRM
Namaskaram, Check this link for integrating email with Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Creating a project in Zoho Projects on Deal closure in Zoho CRM
Namaskaram, Check the link to get an idea to create a project in Zoho Projects on Deal Closure in Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho Projects Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Creating a Project in Zoho Projects on Deal Closure in Zoho CRM
Namaskaram, Check the link to get an idea to create a project in Zoho Projects on Deal Closure in Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Invalid numeric expression found
I am getting this error on several canned reports that Zoho provided with Analytics and on several reports I have created. I have not changed any of these reports and I have not altered any of the aggregate formulas that they use. Something has changed recently to cause this error. Alert Message Invalid numeric expression found. The numeric expression contains a String column/value which cannot be converted to numeric.
Exporting and Importing Contacts in Zoho CRM
Namaskaram, Check this link for knowing a way to export and import Contacts in Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
how to enable lookup field in events
Hi i want to create an lookup field between opportunities and events but the lookup option is disabled in events module,how to enable it
PUT Leads return INTERNAL_ERROR on API v2
Hello, When I send request "PUT" https://www.zohoapis.com/crm/v2/Leads/{my_record_id}, API returns me the next response: { "code": "INTERNAL_ERROR", "details": {}, "message": "Internal Server Error", "status": "error" } Example: PUT https://www.zohoapis.com/crm/v2/Leads/123456789 Headers: Content-Type:application/json Authorization:{my_Auth_Key} Request Body: { "data": [ { "First_Name": "FirstName", "Last_Name": "LastName", "Email": "abc@test.com" } ] } Please let me know how to fixed
Functionality issue in Zoho CRM live chat - User Name and Email have been changing automatically
Namaskaram Zoho CRM team, While chatting with Zoho Executive through live chat in Zoho CRM, We have tried to change the user name and Email (shown in below image). That has been updated at that time. But, if we refresh the page after that, then the chat had been continue as default login ID of the account (Shown in below image). Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Zoho app integrations utterly useless?
Heya guys, So my company currently uses quickbooks for all accounting, as that is what our accountant uses, and we're not changing that anytime soon. We've used zoho inventory for a little while now for products we assembly for sale. Were are a contact manufacture, and also do design work. For zoho inventory, we use it to track our raw parts, and when assembled, we make a bundle to then sell to the customer. That worked fine, but we wanted to try out zoho CRM to help organize our client base. I enabled
Authtoken Generation in Zoho CRM
Namaskaram, Check this link for knowing to generate Authtoken for Zoho CRM using 'browser mode'. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
List segmentation based on purchase?
I am working with CRM and Campaigns. I would like to know if I can make a email list segmentation based on the purchase of a product. Here is what I have done: 1. Contact is created 2. Product is created 3. A Purchase Order is created and connected to Contact and Product. Now I am not sure how to filter a user based on purchases and get them into an email list. I see how in Campaigns you can sync with CRM but the only fields that show up are directly associated with the user record. The Purchase
Functionality Issue : Filtered keywords not containing space are not shown above Reports while using Open URL
Namaskaram Zoho Creator Team, While using filter in open URL to open a report the filter is applied properly. But its not showing the filtered key words above report when the key word used in filter has no space after are between the keyword.(For example: when we use current_status= 'Draft' as filter then the report shows list of entries having Draft as current_status but the applied keyword was not shown above the report.If we use current_status='Draft ' (Here
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Check out the newsletter for the month here. Happy March!
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