Retrieve image url in zoho inventory
Hi folks, I would like to display an image from an inventory item in my app. I'am able to get the image name in the json answer, what should I add before to get the full path to the image and be able to display it in the app ? Chears
Allow agent account management by administrator
Hello, I would really like the Zoho Desk administrator to be able to take over agent accounts: they should be able to log on as a particular agent. That would allow the admin to completely pre-configure agent accounts: settings like starred views, selected columns for views, snippets, etc. All of that is personal only so each agent can pick different settings, which is not what we want. Currently the admin can only grant access to an agent but there is no control on what the agent first sees when
Community Forum Navigation Suggestion
The new UI of the Community forums looks nice and refreshing. Great job! One suggestion I do have is to make it easier for users navigating through many posts to not lose their place. When scrolling through topics and then after reading a specific thread, when browser Back button is used. It always navigates back to the top of the forum list. It would be nice if it brought the user back to the position in the list to the topic where they came from. Note: This is my experience when viewing the Community
Notebook issues on iOS 13
Dear Notebook users on iOS, We have recently released an update for our app mainly to optimize with iOS 13. Unfortunately, post the update, we have identified the following problem which occurs constantly: 1. App Crashes when using keypad suggestions: When you are inside a note and tap any suggestions from the keypad, the app crashes instantly. 2. Connectivity issues using Smart Keyboard on iPad: Inside a note, tapping the arrow keys from any smart keyboard that's connected to iPad doesn't respond.
Preventing users from office A viewing reports from office B or vice versa
I have only 1 form for data entry that is accessible by office A and office B. One of the fields is the Office Site where users select from the dropdown either office A or office B. I would like to prevent users from office A seeing data entered by users from office B. How do i achiveve that?
Tips and Tricks #17: How smart can you be with Smart Elements?
Hi Everyone! Zoho Show has added an interesting new feature for you to try out: Smart Elements. Text isn't the ideal medium for all ideas. Visuals can be an effective means for conveying ideas to your audience. With the help of the right presentation
Zoho CRM Migrating Webhooks to API v2
I run 2 separate Zoho CRM systems. They communicate with each other via webhooks. For example Zoho CRM A has a workflow rule that triggers a webhook which inserts a new Account record in Zoho CRM B. I created/configured these webhooks in the Setup > Automation > Actions > Webhooks They are based on the API V1 format. I have spent a long time reading the migration guide but cannot figure out how to re-implement these webhooks in the API V2 format. For example the authentication in V1 is just a field
Images missing, in tickets, on customer facing end
Images do not show at all on customer facing site: Image SRC shows as (incorrect): "/portal/mail/ImageDisplayZSupport?supzgid=1588ac18de7965a4a48d23f14fc053d4&na=1156310000000002002&nmsgId=1578324382286000001&f=1.png&mode=inline&cid=0.28873910240.7326964232281928898.16f7b76d00e__inline__img__src&" However they show find on admin facing site: Image SRC shows as (correct): "https://desk.zoho.eu/mail/ImageDisplayZSupport?supzgid=1588ac18de7965a4a48d23f14fc053d4&na=1156310000000002002&nmsgId=1578324382286000001&f=1.png&mode=inline&cid=0.28873910240.7326964232281928898.16f7b76d00e__inline__img__src&"
Crazy domains / shopify email verification.
Hello, I seem to be having alot of trouble verifying that in the owner of my domain. I wish to use zoho mail - for mail accounts i have a domain with crazydomains and a eccomerce site with shopify (vaperstavern.myshopify.com) but is now showing us our domain (www.vaperstavern.com) I done everyone zoho mail asked me too on the dns section of crazy domains (cname record) But still it says it didnt work. zbd*******.vaperstavern.com ----------- mail.zoho.com Anyone else been having this problem,
New Data / Table Import
Allow for the execution of a SQL Procedure. Currently have to have select statement. Custom Query needs to be able to run the following execute dbo.GetMyProcedureSelect 'myparam1', 'myparam2', 'etc' Thanks
Blueprint bottom bar not appearing, 'Unable to process your request'
Hi, We have Blueprints set up to help workflow, and to move tickets I use the blue bar on the bottom to follow the process but it isn't loading and instead I'm getting the 'Unable to process your request' error. Please help? I can't move tickets to Open, On Hold etc without it. Kat
Can we apply layout rules for Blueprint transitions?
The help page for the layout rules states that : Layout Rules are applied only when users manually create or edit a record. Does the use of transitions on tickets apply as "editing" a ticket/record?
Undelivered Mail Returned to Sender:BLOCKED
Twice today I've tried sending an email to two different recipients and the emails are instantly being rejected and coming back with a message... email@address, ERROR_CODE :550, ERROR_CODE :permanent failure for one or more recipients (email@address:blocked) Reporting-MTA: dns; mx.zohomail.com Arrival-Date: Mon, 06 Jan 2020 12:56:03 -0800 Original-Recipient: rfc822; "name_of_person" <email@address> Final-Recipient: rfc822; email@address Status: 550 Action: failed Last-Attempt-Date: 6 Jan 2020 20:56:14
Error while requesting for Access token using the Php SDK
Hi, My name is Ashish. I have to collect the lead data from a custom form in my website. I have used the PHP SDK to store the lead data into CRM. I have a free account on ZOHO. I have added a client and get the Client ID and Secret from the Zoho application. Now i tried to get the access token. It gives me the below error. Uncaught zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'zcrmsdk\oauth\exception\ZohoOAuthException Caused by:'Exception while fetching access token from grant token ZohoV2.php
How to properly sort contacts by date of birth
I want to sort out my contacts by their date of birth - this month. When I apply this filter, it gives me zero result because it sorts our according to real time and real year -- for example if I apply "this month" filter January 2020, then it only gives me contacts who born in January 2020, which is none....... How can I solve this problem and sort properly?
Unable to add simple variants
I am unable to add two simple variants to a product. Support suggested it needs to be added in Inventory first and added to a group (which would mean entirely rebuilding all of my products as I built them in Commerce, which is what I thought it was supposed to allow you to do). Inventory says I have 2 more days on my trial and then it's very expensive. I don't want to use Inventory, I don't need it, I don't want to pay for it and I don't track inventory. I want to add my items in Books or Commerce
Zoho Docs reporting "Something went wrong and we're unable to generate a preview."
Since 2012. I've been using Zoho Docs to edit this spreadsheet and had no problem until couple of days ago. I can't open the document because I constantly get an error "Something went wrong and we're unable to generate a preview.". I've tried to press the download button but I've only got the message "Preparing to download..." which disappears after few seconds without initiating the download. Then I've tried to press "Open with Zoho sheet" and after pressing "Continue" button, again nothing happen.
Sent email status not changing to 'opened'
The emails that i'm sending through the sales orders tab of the ZOHO CRM are not being updated to 'opened' within the status column, i know they've been opened because I've sent a few tests, any reason why?
How to check pricing for different countries?
Hi, I have clients from different countries. They ask me to check and compare pricing for different plans. But I always get Indian Rupee pricing. How can I check the US, Australia or any other country pricing of zoho apps?
2020 Wish List for Creator
Seasons greetings! Dear great Zoho team, here are my top 5 enhancements to Creator for 2020 Give us some formatting options on List Reports especially on headings - word wrap especially Give us some more styling options on Form designs. They are ugly today The ability to customise Alert and use in all locations. Alert (warnings, error, information) different colour different icon On Workflow list, show modified date (not added date as if I am modifying 100 scripts I need to know when they were last
Zoho Inventory gets a refreshing new facelift
You may have noticed that on reloading your screen, Zoho Inventory had also refreshed itself with a new look and feel. The following are the most prominent changes that could be found at first glance: 1. Separate modules for Customers and Vendors During the initial instalment, we had split the Contacts module into Customers and Vendors for easy accessibility of the desired contact without confusion. Take a look at the related forum post to learn more. 2. Price List moved to the sidebar
Zoho Technology Partner
Hello. I am a developer of an application (Google Spreadsheets add-on) connecting Zoho CRM to the client's spreadsheet, and I am trying to become a Zoho Technology Partner. I've twice filled a partner application - about 3 weeks ago and a week ago, however, I have not received any response. Can somebody help me to contact a real person in Zoho who is responsible for the partner program? Thank you.
What's New – December 2019
Hello everyone, Another year gone and what a year it was! This month, we worked long and we worked hard because, as you know, work happens a lot faster when it's the end of the year. There were gaps to fill, loose ends to tie, and projects to finish. We hope you're happy with the result. So here we go with the latest updates from Backstage. It's here — BadgeUp for event badges! If there's one event trend that's truly classic, it's probably the badge. It's a good conversation starter, makes
BUG: "The same email address to which the email was sent to" option is case-sensitive
When you reply to email which was sent to UPPERCASE@example.com, the from address uses incorrect default because the alias configured is lowercase@example.com and the webmail (at least, not checked app) is treating email address as case-sensitive, which is wrong, email addresses should be case-insensitive. Attached image sows more clearly the bug
Missed Chats
When using "Send Email" from within a Missed Chat in SalesIQ using an organization email - is there any way to get a copy of this email into the Contact in CRM?
cannot receive
can send , cant receive . pls help
Adding users with ease
As we discussed in our last forum announcement, the simplest way to onboarding employees is adding them individually. Let's take a closer look at the process of adding users. You can add users from the Users tab, from the Quick Actions menu, or from any screen where you need to select a user. For example, if you're assigning an app to users and realize you haven't yet added the user who'll need that app, you can add them from the User Picker field. To learn about the conventional way of adding users
Automate phases of a potential
Hello !! Happy New year !! We're trying to connect Books to CRM using Flow, which is how we were told we had to. We want the quota to be upgraded to "presumptuously sent" within the CRM, when creating a budget from Zoho finance, and the amount added to the "expected revenue" field. We have tried in several ways, but it gives us error when doing the process, can anyone guide us? Thank you
Relational Contact Views based on related Account Data
Hello List We gather leads withh all information about the company as; e.g. Type, Industry, Region, Relationship and Rating, which are stored, copied to account upon qualification. No need to have these values managed in every contact linked to an account.
Using Zoho CRM's Python SDK to fetch all records on a module, including lookup fields and related fields.
Hi everyone. So I've been having a tonne of fun using Zoho's APIs to fetch and update records to make any necessary changes to records, saving me a lot of manual effort. However, some limitations I seem to notice with the Python sdk's "get_records" function is that: - A field value only appears if it's actually populated, - Related fields to that module do not show up. - Lookup fields do not show up. I'm wondering if there's any way to force all of the above to show. Basically, I want to input
Community Round-up: 2019
We've just entered a brand new year and it feels like the right time to take a moment and thank you all for being an integral part of this community. It was quite an eventful year and to get a sense of just how much happened, let's look back at the year that was. 1222 new users visited our community page last year - let's make them feel welcome so their numbers keep growing! We made 51 significant announcements. This included major feature releases like: New channels for support: 3CX, Exotel, Ubity
MS Outlook app for Android stops accessing Zoho accounts
I have a number of zoho mailboxes plus a 365 managed account that I access using the MS Outlook app on my android phone.. Approximately, every 6 months the app loses the account settings for the zoho accounts requiring me to re-enter all the settings. This happened for one account in May 2019 but has just happened for all 3 accounts yesterday. I've re-entered all the settings for one of the accounts but it just comes up with a Log-in Error, check email and password and try again. Well, I have numerous
Customer Portal Registration - unable to set pswd after accepting invite
Hi There, I'm in the process of setting up our customer portal and testing customer registration. The scenario is the customer registering directly from our portal site, the welcome invite comes through, clicking on 'accept invite' takes you back to the portal where you're asked to create a pswd. Problem is after entering what you want for a pswd, clicking the 'Register' button does nothing. Nothing happens...nothing loads in the browser. When I pull the customer up in Desk it shows they've
A REWIND OF 2019 - ZOHO EXPENSE
Hello customers, 2019 was a remarkable year for all of us at Zoho Expense. We reached some major milestones while ticking off many other additions and enhancements. Here is a recap: You can see the rest of our 2019 updates in our What's New page. Also,
Help Me Please !!!! (lol)
I am a student at the University of North Carolina at Greensboro studying collaborative writing tools for a group project, and need 2 persons with any type of experience using Zoho Writer that are willing to be interviewed. It is not long, and may just take 5-10 minutes depending on how detailed the responses are. We are researching how people use online tools to work in virtual teams. My group is focusing only on tools created primarily for writing. Any help would be greatly appreciated. The questions
What's New in Zoho Inventory - September 2019
We have introduced a slew of new features, integrations and value-added enhancements to Zoho Inventory in the past month. 1) Zoho Inventory - Amazon CA Integration The much-awaited update on the Amazon integration is here for the Canada edition. Now you can integrate Zoho Inventory with amazon.ca and effortlessly sync items, orders and stock updates between the two platforms. 2) Zoho Inventory - Zoho Analytics Integration Integrate Zoho Inventory with Zoho Analytics and generate over 75+ insightful
Mail Delivery Status Notification (Delay)
Lately I am getting this error frequently especially with one customer, ; This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at XX Jan 2020 23:30:03 -0800 from myaddress@myaddress.com ----- The following addresses had fatal errors ----- [Status: Error, Address: <reciever@recieveraddress>, ResponseCode 421, Host not reachable.] Message will be retried for 4 more
ZOHO API USING CURL IN PHP NOT RESPONSE
HI, I am try to insert record in lead by using zoho API with CURL functionality but always i am getting "false" response. When i use this same code to my another web server then record will added successfully in my zoho lead. Please help me. REGARDS, Uttareshwar
【2020年1月17日（金）無料セミナー＠東京】 Zoho Campaigns。もっともオーソドックスな使い方。 ～Zoho CRM連絡先の同期編～
あけましておめでとうございます。 本年もよろしくおねがいいたします。 新しい年を迎え、今年は新しい集客施策で動いていきたい、情報発信していきたいといった方もいらっしゃるかと思います。 昨年好評いただいていたZoho Campaignsのセミナーを本年も実施することになりましたので、是非ご参加いただき、今年のスタートを盛り上げましょう。 --- Zoho Campaignsの評価として、 「使い方がわかれば簡単。だけど、一部操作方法を忘れてしまうと、作業がとまってしまう。」 そんなお声をよくいただきます。 色々な機能を搭載しているので、難しく見えがちなZoho Campaignsですが、 「ここだけを覚えれば大丈夫」という最低限のコツをお伝えします！ CRMのリストにキャンペーンメールを何度か送ってみたけど、スムーズに行かない方。 これからキャンペーンを使おうと考えている方。 是非お越しください！ 今回のセミナーでは、裏技や、特別な使い方をお伝えするのではなく、 王道の王道 をきちんとお伝えすることにしました。 2020年は、メールマーケティングを活用して、 リードに、お客様に、貴社の商材への熱い想いを伝えてください。
Custom View Filter Criteria - Ticket Body
Hi, is there a way to filter emails into a view based on the content of the email. I have tried using description but it doesn't work for me (I was expecting to be able to pickup certain text strings within the ticket body). The reason I need this is because i get 100s of spam emails each month. Each time from a different spam sender email address/domain. But each spam email contains very similar content that I would like to detect and use to filter (many spam emails contain a bit.ly hyperlink for
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