Creator 5 reverting to Creator 4
Hey, All of my companies apps keep reverting to Creator 4. We starting using Zoho after Creator 5 was already implemented so none of our apps have ever been on Creator 4. We went to edit the forms and they forced us to "Move to the New Builder" and they moved us to Creator 5... the only one we have ever used. This fixed all problems for about 30 minutes until our apps got reverted back again. This is causing people to be unable to access all kinds of reports, pages, and forms. Is anyone else having
Some contacts are not added to workflow and we don't know why
Hi there, We have a workflow set to trigger when a user is added to a contact list. We recently noticed that not all users were getting the emails. On investigation we realised that not all contacts are entering the workflow but we cannot see why. The contact is automatically added to the contact list in Campaigns based on a field update in Zoho CRM. We can see that the contacts are added to the Contact List, sometimes without names. But not all of them are then added to the workflow. We've also
Allow easier update of fields and field options for modules and blueprint
I have several suggestions where zoho can improve updating fields 1. In Blueprint-allow for field options to be edited in info/states. This includes allowing for delete, edits, addtions (additions already an option. THANKS YOU ) Here's why. When updatiing or creating blueprint, a lot of ideas start shooting off as you exprience how your process will look and feel. These ideas will lead to new field options, deleling/editing existing ones. Having to go and open module editor to update the field
Transfer Emails
Can We move emails from one module to another module using API in Zoho CRM?
Zoho mail not receiving emails
Hi, I made my email awhile ago and I have never been able to receive emails. This is frustrating because any client who may have tried contacting me I do not know. I have no idea how to change this or what MX or any of that means and I am incredibly frustrated with zoho mail.
Room Booking and Mail retention
After contacting the support i got several links to use room booking and mail retention. Unfortunately both help topic contain links and buttons, which are actually not visible or not even existing. My questions to the support for solving this issue are still unanswered. Could you please look into my case (#35243422) and help to solve these problems...
Zoho Sheets View
How Many records we can mass update using Zoho sheets view?
Backup Emails
Which is used to backup emails in Zoho CRM? IMAP POP SMTP ANY OTHER
Conditional Layouts
Which modules supports conditional layouts in Zoho CRM?
Problems sending mail from zoho
sending emails that do not reach the destination, no error messages appear correctly sending the message but does not reach the recipient. all mail: *@elea.pe domain: elea.pe
Regression Error in zoho mail when using special non-ASCII characters like german umlauts
Since several days, zoho mail is facing a severe regression error. Regression error means, it was once working, and it is no longer working. Symptom: German "umlaut" like ä, ü,ö, , i.e. special characters are processed in their html-representation. My strong guess is that all special characters are affected. Special characters are characters, that are not part of the ASCII codes. Reproduction: 1. Write a new email with a german keyboard or a keyboard, that shows special characters, and include this
Opening Retweets from Notifications for Liking and Engaging
When someone retweets my post, I get a notification. If I click it, my original tweet is displayed. Is it possible to instead open their retweet? That way, I can engage in the conversation on the other person deck, or at least like the retweet. Right now I cannot even go to the retweeter's profile. I have to open the Twitter, search for the retweetter, and then search that retweet to engage.
Zoho Forms to CRM to Desk Integration
Hello, I've created a Form and integrated it to CRM. Now I want CRM to push it to Desk so I had synced both CRM and Desk. I was able to create a test enquiry in Forms and it successfully pushed through CRM. However, this test enquiry does not appear in Desk. I made sure that there is a two-way sync with CRM and Desk and selected all CRM related list. Can anyone help? Thank you.
Marketing Hub & Campaigns: Add-on Emails, Leads, Limits and Much Confusion...
We are a Zoho partner selling a lot of Zoho One subscriptions. We tee up a lot of products but mainly Marketing Hub, Campaigns and CRM. Each of our clients have different needs. Many have larger lists that we need to use Hub to segment behaviorally and nurture through drip campaigns. Here's the problem: A. You are not clear anywhere about these add-on costs. They are buried making for unwelcome surprises. B. Your calculators are unclear. For example the calculator for Marketing Hub shows bulk email
Zoho Desk Community Digest - January 2020
New Features of the Month Multi-lingual Knowledge Base is available for beta access. Quick Enhancements SSL certificate is now mandatory to complete domain mapping Most talked about topics How to create auto-replies within Desk How to generate oath access token with the help of API only Sharing Knowledge Base articles across multiple departments Community learning series Ask the experts 10: Zoho Desk Best Practices Zoho Desk Community Meetup 2020: ANZ Articles we are reading Snippets from
PROBLEMA AL ASIGNAR DOMINIO.
Hola, tengo un problema. En años anteriores asigné un dominio zuamar.com a un mail de gmail eliminado antiguo mío. Quiero asignar a una cuenta de Zoho mail actual y me dice que esta registrada. Tengo acceso a los servidores de dominio y DNS. Cómo debo realizar la reasignación? Gracias!
Passing a value in Model box
Hi, I am trying to call a model box, In that I need to pass a value from app.instance.model and need to get that value in model page. Please help me to get the value by using model box.
email in spam gmail
Hi My email go in spam gmail, why?
Personnalisation
Bonjour, je souhaiterais personnaliser mon compte zoho crm. - Je souhaites supprimer des filtres - Créer de nouveaux filtres - Modifier l'aperçu des taches - Modifier l'aperçu des comptes également. Je n'arrives pas à faire tout cela, comment puis-je faire ? Pouvez-vous m'aider s'il vous plait ? Merci par avance, Anaïs
Sales order placeholder displays only english format despite german settings
Hi, When using the %SO_Adjustment% placeholder in a Sales Order custom layout. the figure is displayed in english format, were other placeholders are displayed using the country format (here german) In this example : subtotal, total, shipping charges are displaying the german number format (comma for decimal). But Adjustment is displaying a period and 3 decimal. See screenshot. Please correct or tell my which placeholder is to be used to have the correct display. Thanks
IMAP, POP and login issues
I am having issues with IMAP., POP and login directly to zoho. IMAP and POP are not responding and login is giving me the following error: Unexpected Server Error Sorry! Due to an unknown error that occurred in our server, the page cannot be opened now. Please try again later.
"Advanced Ticket Filters for Zoho Desk" : Sorting Options
The filtered out list requires some sorting when working on the resulting tickets. Please consider adding some sorting options to this list. Date and time options such as "Creation Date", "Last Reply Date" are mandatory but of course it would be nice to also have some sorting options from the filters directly used in this extension.
"Advanced Ticket Filters for Zoho Desk" : Add the "Status Type" field as a filter
This field is normally not a direct field on the ticket layout. The ticket statuses are additionally defined as "Open", "On Hold" and "Closed" in the "Ticket Status" settings menu. The first iteration of this extension did also include these "Status Type" values in the "Status" filter options. Please add the "Status Type" field as an additional filter into the filter options.
Does Commerce Starter support purchase AND printing of labels from FedEx, UPS, USPS?
Does Commerce Starter support purchase AND printing of labels from FedEx, UPS, USPS? Does Commerce Pro support purchase AND printing of labels from FedEx, UPS, USPS?
Zoho Creator to create a Bill in Quickbooks
Hi, I'm integrating Quickbooks into my Zoho Creator app. I was able to push Vendors and Customers from Zoho Creator to Quickbooks easily just using the intuit.quickbooks.create() task provided by Zoho Creator to add a record in any of the supported modules of the QuickBooks account (link: https://www.zoho.com/creator/help/script/quickbooks-add-record.html) I also need to create Bills on Quickbooks, but the Bill module is not supported by the intuit.quickbooks.create() task: I see Zoho Creator supports
API for searching list of knowledge base articles
We want to build a HELP Search button in our solution that would list all the relevant KB Articles in Zoho Knowledge Base. We want the search and the list of articles to stay on our solution in order for the user not to have to leave our application before going to see the article. Is there a Rest API or the like that would enable us to post a Search string and return list of relevant Articles that match the search?
Zoho Books API Limit is Low
Hi Team, I have a custom function that searches for all payments of customers and computes the average days to pay and maps that information to our CRM. That function uses anywhere from 50 to 80 API calls in a single instance. I believe you have a 5,000 API call limit and I think that it is very low compared to CRM. Is it possible to increase our API calls to 10,000? Also, the API report only shows API usage for today. It doesn't show API usage history. Is there any chance to see our API usage history?
Zoho CRMとGoogleの連携していますがGoogle アドワーズ連携の項目だけを削除したい
iPhoneでうまくいかなかったのでパソコンから投稿してみます 問題は Zoho CRMとGoogleの連携していますが、 以前、Google アドワーズ連携をしていたのですが、今は使っていないので 連絡先や商談タブに現れるGoogle アドワーズ連携の項目だけを削除したいのですが その方法がわかりません。 強引に削除はできないようです。 一度、Zoho CRMとGoogleの連携自体を無効にしてまた有効にしてみたのですが Google アドワーズ連携の項目は残ったままでした どなたかわかればぜひ教えていただけると嬉しいです。 今は図のような項目が残っています Zoho CRMとGoogleの連携をしている以上は消せないのでしょうか？
Sending Email with HTML Links via Zoho SMTP
Hi there, Is there a way I can send an email that contains a couple of HTML links via Zoho SMTP using PHP? Currently, the email goes out to the the recipient and is saved in the Sent folder just fine. However, the HTML links are removed out of the e-mail content. Sending the same type of emails via the Zoho mail client works fine -- no links are stripped. But that's not an applicable solution for us. We would like to automate outgoing email for notification purposes. Grateful if you can shed some
SalesIQ/Zobot - Cards in action/replies of operator_busy, pending, etc?
I'm looking at https://www.zoho.com/salesiq/help/developer-section/responses-actions.html and have the following question: ==> For actions like operator_busy, block, pending, and end do the replies HAVE to be only a List containing text messages, or can they contain other cards, like, articles, videos, etc ? For example, is the following a valid action? { "action": "pending", "replies": [ "Sorry to keep you waiting, but generating the detailed report is taking longer than expected".,
Invalid Client Secret with WordPress Plugin
Hi, im trying to connect my wordpress site with ZOHO Mail Plugin, but this give me an error when i try to give "Authorization". Invalid Client Secret
Mandatory Checkbox for Individual Address Fields
We have an issue with the Mandatory option for the Address block in Zoho Forms. We require our customers to enter their address in the form, so we tick the mandatory field. However, this requires every field within this block to be completed. In many cases, our customer's addresses do not have an 'Address Line 2', one line may be sufficient. Similarly, we have customers without postcodes (such as Ireland where they have not had postcodes until recently). Essentially, we would need a Mandatory tick
Using Teams with Projects
I'd like to be able to use teams to filter projects, but I don't see that option in the project filter or the project custom views.
pop3 username and password for second email address with shopify /zoho
A while ago I successfully setup an email address for my shopify store (me@myshop.com) I've just tried to add another email account (me2@myshop.com) but got very confused. I'm at the steps 6 and 7: Provide the POP3 Incoming server name & Port number (Refer to your Email service provider Help/ Support for these details). Zoho Mail supports standard ports 110 and 995 for Incoming server. Specify the User name and Password for the account, used in your server. I don't know how to get the username and
Refresh Authtokens generated by Zoho CRM
Hi, After some troubleshooting i ran into a problem. 1. I have a Zoho One account with the apps Zoho CRM and Zoho Books activated. 2. i went to https://accounts.zoho.eu/u/h#sessions/userauthtoken and there were no active auth tokens 3. i wrote a small custom function in Zoho CRM, where ofcourse the orgId and estimate_numbers where filled in with the correct values: info zoho.books.getRecordsByID("Estimates","orgId","estimate_number"); return "";4. The script returned the Estimate and it looked fine
Query Table does not update with new data in dashboard
Hello, I'm using the On-Premises version of Zoho. I create two Query Tables that gets updated each week. Both of them are not refreshed automatically with the new data in the dashboard. When i select the query, the data shows the previous week, and when I go to "Edit Design" and "Execute Query" I see the updated data. Please see sample query below: SELECT "Week", "Actual2019", "Actual2020" FROM "SalesPerformance" WHERE "Week" in ( SELECT MAX("Week") FROM "Calculations" ) Am I missing a step?
Page - Maximum Value
I can only place manual number in Maximum filed for numbers in pages. Is there way I can fetch value for that ?
Archive notes
There needs to be a way to archive notes on clients to keep notes more manageable and put all older & less relevant notes in an archived folder. Easy to do -- just have 2 tabs -- Notes & Archive
Adding phase change lines
Hello, I am need to add phase change lines to my charts that are built into the sheet instead of drawing a vertical line that moves when the chart is resized. Thanks for your knowledge on this topic. Bob
What can be shared across applications?
We have a community application for managing terms and definitions. Some people would like to have a copy of the community application and create their own team specific application for terms and definitions. What is the best way to expose the data from community application to team application? Thanks.
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