collect data from multiple forms
Hello All, I have an issue to collect date from two forms into one report. I've created the lookup relationship between the two forms, I can see the fields Would need from the other form, but there is no value in the field in the pivot table. Though if I open the form, and check the lookup field I can see the values I would need in the report. Any tip please what I made wrong? Kind regards G
Problems with image field : Andriod App
Hi, I do not know if this problem only persists with me, but after taking photo in image field through zoho creator mobile app, the photo's brightness is very low, even though the photo is captured with sufficient light, it is being darkened. Also while using ocr field in standalone subform, the related image field is not being saved on submit and is being deleted. Steps to reproduce the issue: 1. Create a form with a standalone subform. 2. Add an image field to the standalone subform. 3. Add OCR
Applying a function/workflow that triggers on Create/Edit to older records!
So at work, we've recently put into place a new system where various functions/workflows are used to dictate a number of statuses regarding our client. Right now, this is all working fine for any newly created Client records in the 'Clients' module. The problem is that retrofitting this into older records is proving difficult. What I tried is making a dummy checkbox called 'Mass Update', and applying a mass update on that to trigger the workflow on all the older records, but it says that workflow
Move Lead to Contact
Is there any way to MOVE a Lead to a contact? After the sale we don't want them in the Lead section. They then become a Contact. I'm just learning how to use it, but so far, I really do like the CRM! Thanks. George Gseago
Sorting list of dates fetched from module by latest to oldest.
So some quick background - We have a module called 'Client Meetings' where there is a custom DateTime field where the sales rep inputs the date that client was met. We have a function takes in a Client's ID, then fetches all records in the 'Client Meetings' module tied to that client. What I do is then the following: response = zoho.crm.getRelatedRecords("Client_Meetings","Clients",ClientId); list_of_meeting_dates = { } for each meeting in response { list_of_meeting_dates.add(meeting.getJson("DateTime_of_Meeting"));
Simple field value change via email
Hi, I'm having real problems trying to create a simple verification system via email... In theory the Agent creates a record which sends an email to an external client containing details of the record. On the email there is a link that the client clicks which updates the value of a field in the associated record. I have tried (with no success) to send the email with the record ID in the hyperlink which points to a stateless form, however this has raised some issues. I don't want the client to have
Customize Layout option missing from Application and Form settings.
Hi Everyone, I want to change the layout of my form and found these instructions in the help. Select Application Settings icon in the home page or Click on the Settings icon in the edit mode of your application. You can select the required layout for your application from the Settings -> Customize -> Layout option. No you can't. There is no Customize Layout option for the form or even the application. I can't find it on the Applications Settings menu. Where do I access this? Also, I have seen in
Need all my team members to access one of our business emails
Hi, I have 10 team members and would like them all to be able to access one email address or alias (in addition to their own unique user account). Is this possible? Thanks Libby
Recently Viewed Records
I feel like there needs to be quicker and easier access to recently accessed records. At the moment, we have to click this tiny little button in the bottom right corner. What if you hovered your mouse to the far right of the screen, the recently viewed records popped out as a column from the right and back in when not used. This is a really important feature and needs to be easily accessed and if possible without a click.
How do I configure zoho mail with wix
Hello, I followed all the steps to configure Zoho email with Wix and I still get the error for all of our domain emails.
Zoho Consultant
We are looking for a consultant that can help us develop Zoho Campaigns. Can you recommend someone in the greater Ohio area?
Sending email but not receiving
Hello, I did all the mx settings on my dns panel, and the zoho mx configuration says everything is right as well. I've been able to send emails but I don't receive any. That's the error the sender receives when try to send me an email: 550 Please turn on SMTP Authentication in your mail client, or login to the IMAP/POP3 server before sending your message. mail-lj1-f179.google.com [209.85.208.179]:34813 is not permitted to relay through this server without authentication. Somebody can give me some
receiving email
hi, i can send but not recieve emails? can someone help please?
URGENT: Zoho Recruit Candidate Tab VERY SLOW to open
Hi, the Candidate Tab loads at least 6x slower than other tabs and slower than usual today. I've tried on 2 fast laptops with the same result: Laptop 1 - i5 6GB RAM - Broadband - 2G WiFi - 32.7 Mbps Download 5.37 Mbps Upload Laptop 2 - i7 8GB RAM - Broadband - Ethernet - 104.5 Mbps Download 5.29 Mbps Upload Example: Opportunities Tab 2 seconds Candidate Tab 17-22 seconds Wifi & 16-22 seconds Ethernet all other Tabs 1-2 seconds The Candidate Tab is the main tab
Associate products to Account - Custom function
Hi Team, I need to add products to Account. I would like to automate this task, please provide the custom function which would map the product to the account.
Zoho Connect API??
Is there an API for Connect?. Are there Webhooks? And Documentation?
Grade System | Zoho People
In zoho People , There are many guys wanna Grade system For Example L1,L2,L3 And Each Level/Grade have a set of its own department and designations, [Note : It can be acived through custom function and rule But custom function does not have failiure roll back option so cannot sayit always work for if the the org experiance heavy traffic
Leave balances wrong after mid-end december update - Non existing - Technical support....
I'm really upset with "support" of zoho. I'm stuck with a big problem concerning all leave balances. They are totally wrong since last zoho update in december. I've tried to call everyday but support is still busy. I've left message to call me back, but nothing happens. I have only some e-mails from support that tell me "sorry for the delay in response" but nothing else. I'm paying 750$ per year since 5 years.... This is a shame and not serious. You loose my datas and you have to repair that.
Column width in table layout should be kept per user
We have multiple Report in Creator, with a lot of columns. My users noticed that when manually resizing these columns, width is not kept when they come back to the same report at a later time. Width seems to be "reset" to a default size. It would be nice that reports keep the user defined width.
Know your home's market value (Zestimate) with the Zillow extension for Zoho CRM
There were times where real estate agents used to be the only prime source to get the most current information about a property—sold or available for sale, property facts, and so on. Be it an individual looking to buy or sell a property, or a realtor
Map Account Field to Potential
Hi, I have a custom field on the account module called "Contracted Rate" and I have created another custom field on the Potentials module called "Contracted Rate". I would like the "Contracted Rate" value from the Account module (taken from the account located in the "Account Name" field on the corresponding Potential) to be mapped to the "Contracted Rate" field on the Potential field. Please can someone post a script on how to achieve this as my Deluge skills are poor to say the least. Please do
zoho mail cant receive email
Hey, I'm able to successfully send the mails but when someone sends an email to above mail, this error shoots up: Address not found Your message wasn't delivered to ________________ because the address couldn't be found, or is unable to receive mail. Please help me to fix the issue.
Marketer's Space - Sharing sent campaign reports
In our previous post on report-based campaign activities, we discussed sharing an email campaign on social media platforms for a wider reach. Today, we'll discuss sharing reports of campaigns with other members of your organization. Campaign reports give you an idea how your email campaign performed and how your recipients reacted. Based on these reports, you can decide how to tweak your future campaign creation to get more views or change the sending frequency for more opens and so on. However,
What's New in Zoho Books this December '19
Hello, With just a month left to bid farewell to an eventful and productive year, we are back with new updates and integrations for Zoho Books. Let's take a look at what Zoho Books has to offer this month. Zoho Books - Zoho Sign Integration We're excited to announce the Zoho Sign's integration with Zoho Books. It helps the users from your organization to sign invoices and estimates before sending them across to customers. Similarly, your customers can sign the estimates in the Client Portals to accept
Live Webinar: Boosting your team's productivity with Zoho WorkDrive
In today's collaboration-driven world, we typically work with people both inside and outside the company to complete projects and meet deadlines. However, collaboration can get chaotic when it's a struggle to keep track of everything the team members have on their plates. Whether you're a team of five or 50, the right tool can help you set goals, track progress, share documents, and monitor performance. Join us for a free webinar: Boosting team's productivity with Zoho WorkDrive on Feb 6, 2020.
Object Detection field - really working?
Hi, i just played araound a little bit with the object detection field (see attachment). i uploaded 3 very simple images that contain objects in the list of detectable objects... does not really work - or is there something needed to be enabled first? kind regards, Lambert
How to add Gravity form data fetching to zoho crm
Need to update the zoho crm once my client fills the forms details from the website. I am using gravity form in my website and using wordpress don't want to use third party plugin. is there any way to achieve this.
how to add several users to the same email address
Hello, I have set up individual email addresses for the members of my organisation however I would like to know what to do so that several users can receive and send emails from the general info@ email address. Thank you in advance! Elodie
Associated candidates within Job Postings
I 'ave a number of candidates whom have applied and are associated on the system but when I go into the job opening to review in screening there are no candidates found or only candidates who have applied previously. Cheers, Jamie Leese
Following budget.
Hi guys For my ZOHO project, I would like to be able to follow budget consumption. In fact , if I have a budget of 20h for exemple, I would like to be able to follow task hours out of budget. In my project, all timesheet are sumed in actual hours and I would like to have a balance between Budget and actual hours. In the case in yellow it should be 40H - 7H30 -> 32h30 How could I achieve that please? Any idea?
API v2.0 Migration Update: Copy Customization, Extensions, and Functions
Hello everyone! As you all know, we deprecated the v1.0 APIs last year, and they will reach their end-of-life (EOL) on December 31, 2019. Please refer to this announcement for more details. We have also sent reminder emails to the primary users of all organizations that still use the v1 APIs, urging them to migrate to v2.0 at the earliest. Apart from reminder emails, we have also put up in-product banners, alerting the users of existing v1 code. For more details on the next essential steps, refer
Customer Self Service Configuration
Hi, Currently our helpdesk has 2 deparments, customers can view these 2 departments once they're logged in to the self service portal. Ideally we would like to limit it to only 1 department, Is this possible? Also can we configure the fields when creating new tickets via the self service portal? We would like to remove some field i.e. Ticket Cost, Priority, Product Name and Classification. Is this possible as well?
Spotlight #2 - Part 1: 5 Custom Features you shouldn't miss in Zoho Sprints
Welcome back to our next spotlight on ' Customization'. The product's reach is determined by how well it is customized for the end user. When customization is the key element in a product's growth, a scrum project requires tailor-made features to deliver outcomes in iterations effectively. Here is the list of five custom features that will be covered in part 1 of this spotlight. Let's see how these custom features in Zoho Sprints can help Helen solve her business problems. Business background
Zoho Mail Stuck At Loading Page
Hi, my email is stuck at the loading page. I have deleted cookies, changed browsers etc but nothing helps. Please may you assist?
Anyone here who managed to successfully get Zoho Creator integrated with Clickatell and send SMS?
Hello Fellow Zoho Creator Community members, I am aware that there is Deluge script available for sending sms from creator using Clickatell integration. I managed to successfully integrate Zoho Creator and Clickatell. Even the message is being sent, however it isn't received properly in my phone. Below are the problems: 1. SMS comes without a subject 2. Though I'm able to see message in preview when I open the message it is blank I have been trying to get this resolved seeking support from both Zoho
Zoho booksの凄い機能(プレビュー版)
年末にZOHO BOOKSの英語コミュニティの投稿からお問い合わせして プレビュー機能を付加してもらいました その機能が凄いのですが 見積書や請求書の作成時に利益率(粗利)が表示できるのです これによって営業さんなどが現地でもきちんと粗利を考慮できるので 余分な廉売しなくてすみます
Help at developer zone
One of the things that made me dive into ZC afew years ago was the live chat support. If i get caught at a dead end, chating with support quickly puts me back on the road. Now, to sell ZC as a service we were pushed to build solutions at developer zone. Is there also a way to chat with support? Thanks FredVal
Exporting data from an app to other - diferent IDs issues
Hi! When exporting data from one app to other the records IDs change. This breaks lookups and forms with subforms imports because their funcitonality relies on IDs. Is Zoho addressing this issue? How is the comunity overcoming this? FredVal
Problemas al recibir correos
Hola, Estoy teniendo problemas para recibir correos desde mi casilla configurada en zoho. Eh intentado enviarle desde varios proveedores de correo (gmail, outlook.com, etc) y no han llegado. Al tiempo me llega un correo diciendo que no se ha podido enviar el mail. Este es el mensaje. The response was: DNS Error: 8018647 DNS type 'mx' lookup of brunofranco.uy responded with code NOERROR 8018647 DNS type 'aaaa' lookup of mx.zoho.com.brunofranco.uy. responded with code NXDOMAIN 8018647 DNS type 'a'
wordpres plugin invalid mail and PHP errors
Hello, when authorize it shows these errors: http://prntscr.com/qqy481 and then it says invalid from address: http://prntscr.com/qqy5c3 please fix, update
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