ADD more number of agents
MY current subscription has only 9 agents how do i increase my number of agents
An account already exists for this mobile number.
I am the super admin for our Zoho Recruit account. We have one user account for general use, basically for a contractor to clean up the records, etc. The person who was running this account left so I need to remove their mobile number from the system. I followed the instructions online which said to go to Zoho accounts > Preferences and change the mobile number there. When I entered my mobile I got the error message An account already exists for this mobile number. How do I remove the ex-staff member's
Codility Exam links in Candidate's Profile
I'm curious to know if anyone here has linked their candidate's PDF report from Codility to Zoho Recruit maybe by using APIs? Currently, we are pasting the URL PDF Report in each candidate's profile so I want to find out if anyone was successful in doing this automatically. I'm thinking that by matching their first, last name or maybe email with codility and zoho so both sites know which one belongs to who. Any idea you may have will be a great help. Thanks!
Connections to external services
Hi, I would like to know if it is possible to create connections to external services and then create functions to call an external REST API like in Zoho CRM ? If not, is it planned to be implemented ? Thanks, Nicolas.
Add lead with products
Hello. I use ZohoFlow to create a new lead in Zoho CRM, but I cant find any possibility to add products to this new lead. In CRM it can be done on a second step after lead is created. Can I do the same from ZohoFlow?
Default tax added to tasks on reoccurring invoices
Hey guys having an issue where I send out about 100 invoices each month and every task (for us tasks are considered services) is getting taxed and we have to edit all these invoices each month. I find it hard that nobody else is having this issue. I there any way to have it not put the tax on other than making the customer tax exempt which doesn't allow us to add tax on the goods we sell them?
Can I disable the Portal?
In my use case, I provide a one-time service to a client and therefore have no real use for a portal as a client will almost never receive multiple invoices from me. I don't want to send extra emails and confuse the client by requesting that they sign up for the portal. All I need is for the client to be able to click on the invoice and pay it (or part of it). I have the gateways set up through Square. It works well. How do I disable the portal? Or at the very least, keep the clients from getting
'the email address is invalid' this message i get all the time when i type new mail
im having 2 issues : 1 same as above 2 cant get verification code for email forwarding
Pass URL parameter to a function. Not work in mobile application
Through the url I pass a parameter to a page that contains buttons. The buttons executes a function for which the parameter passed through the URL is required. If I do it on desktop it works perfect. In the mobile application argument of the function = null. Why is the parameter lost along the way? Any solution...
CRM Contacts Export then Clean Import
Hello! I would like to: A) Export contacts found in the CRM module B) as CSV, C) clean-up the fields (add info to empty fields, correct info in wrong fields) D) delete outdated contacts E) import the cleaned data back into Zoho CRM Questions: 1. Is there a "best practices" description anywhere? 2. Is it best to Export from Zoho CRM Contacts or the (stand-alone) Contacts module? How does the content of these two modules differ, if any? 3. Because there is a unique Contact ID for each contact, will
API Lookup Field Criteria Broken
When selecting a record to edit using a lookup field value, all I got was "Failure, No Records Found With Specified Criteria.". I've double/triple/quadrupal checked my lookup field name. Adding records via the API with the lookup field name and criteria value is fine.
Zoho syncs horribly to Android devices
Hi support, I've had contact with you guys before on how difficult it seems to be to two-way sync mail, calendar and contacts on an android device. In the end we needed to settle for a half-working solution... Mail - seems to work (but two-way sync appears to be very slow) Calendar - can only see some calendars (my main cal is missing and important cal's are impossible to see) Contacts - seemed to work via ActiveSync, but unfortunately cannot filter for contacts with/without phone number I got used
Get rows and send Email
How i can import some rows to zoho creator and send these rows by email to a specific user. I made this but send separated emails by row. I need to group all rows and send as list or some other option but in ONE email. Is this possible with zoho creator?? data = Invoice_Tracker[Fecha_Emision == "02-Oct-2019"].Folio_Dte;
sendmail
[
from :zoho.loginuserid
to :"xxxxxxx@gmail.com"
subject :"lista facturas"
message :data
]
Can you help me with deleting the domain from Smart URLS in Marketing Hub?
Hello, I verified a domain for Smart URLs in my Marketing Hub. Now I need it somewhere else but I can't delete it from my side. I found on the forum that it should be done from your side. Can you please help me with that? I need 'stordar.me' domain to be removed. Thank you in advance. Daria
legacy api token
Is there any way to generate legacy api token or obtain access token by using password grant type?
Kickstarting email marketing 2020 with new updates from Zoho Campaigns
Dear users, Along with wishing you a happy and prosperous 2020, we're here to announce some exciting updates to simplify your email marketing process. One key aim we resorted to is to help you achieve more in less time and with better focus. The creative enhancements we've made in Zoho Campaigns reflect this, and you can be prepared to increase your customer engagement just as 2020 gets started! Here's a quick walk-through of our updates: Email campaign updates: 1. One-page campaign creation: No
Marketer's Space: 2019 Recap
Hello Marketers, It is the dawn of a new decade, and we take immense pleasure in wishing you a wonderful 2020. This year, Marketer's Space will be buzzing with interesting updates about Zoho Campaigns. Before we get going with the next series of posts, let's recap our 2019 posts today and tomorrow. Throughout the year, we took a closer look at different features in Campaigns and the elements that make them tick. Below you'll find links to where we explored each of those elements in further
How to differentiate between Calls created by mobile app vs manually by user?
Using the API (or any other method), is there any way to find out whether a Call has been automatically created by the Zoho CRM mobile app, or whether it has been manually created by the user? I tried using fetching a Call record via the API and here is what I got. No field in the response JSON looks like it identifies whether the record has been created manually or via the mobile app. If this is not directly possible, what is the best possible workaround to achieve this? { "Call_Duration": "00:00",
How to handle a company who change its name
HI, I'm trying to figure out a solution where one of our client changed it's name and email domain. For now, we have 2 entries for the former and new entity. and add a note on both, about the name change. We did this primarily because we still have open orders with the former. Is there a way we could merge the 2 entity and keep the mail with the 2 domains ? Or is there a "best practice" for this case ?
Account Import with Bill to and Ship to information
Super basic question, as we are just implementing Zoho CRM. Does anyone have best practices on how to load Account information from an ERP system based on Bill To and Ship To numbers? We are having difficulty with the Account/Parent relationship and the fact that our ERP system uses the same name for most Bill To and Ship To accounts all with the same numbers. All of the Ship To numbers have different addresses as well. Here is an example of the data: Bill To Ship To Account Name 169301
I cant register my application
on this url : https://accounts.zoho.com/developerconsole i get a 400 error after submit with theses settings : client name: Calimed sante client domain : www.calimed-sante.fr redirect url : https://www.calimed-sante.fr client type : web based error message : Une erreur s’est produite. Veuillez réessayer ultérieurement.
Displaying All Fields in a Subform When Viewing Report
I have created a form that is going to be used to track employee goals. The form itself has information about the employee and manager, and then there is a subform field that is used to list individual goals and related information about each goal. When setting up the associated list report, I checked the box "Create a link to show all fields," for the subform field which then creates a hyperlink for each goal in the report, that when clicked, is supposed to show all the information about that goal.
Can't login to Zoho recruit
After I entered the domain, email address and token, the page won't allow me to continue and showed me "You have already exceeded your daily limit."
Create Ticket with Subcategory error
Hi Team, We are facing internal server error while create ticket (Programmatically Adding Ticket) with subcategory. Kindly find the code snippet in below, DeskNewTicketData ticketData = new DeskNewTicketData(); ticketData.setEmail(emailEditText.getText().toString()); ticketData.setContactName(fullNameEditText.getText().toString()); ticketData.setDepartmentId(deptID); ticketData.setCategory(feedbackTypeTextView.getText().toString()); ticketData.setSubCategory(feedbackCategoryTextView.getText().toString());
Do USA customers have to use Eventbrite integration to sell tickets?
Does Zoho Backstage allow the customer to set things up in a way that ticket sales are done only through Zoho Backstage and a payment gateway? From my reading, it seems if we want to sell tickets online, we have to integrate backstage with eventbrite. That means paying Eventbrite's charge per ticket which is over $1 each. I want to sell my tickets online and in person using just Zoho Backstage and a Thirdparty payment processor. Is this possible?
Zoho Subscriptions - What changed in 2019
Hello everyone, Zoho Subscriptions gets updated frequently, in an effort to provide you with the best subscription management platform. From feature releases to patches, there's always something cooking backstage. So, here's a list of our notable updates in 2019—just in case you missed any of our monthly What's New posts. These are just some of our key updates from this year. To view a full list of our updates, check out our What's New Timeline. Our Android and iOS mobile apps have been updated
Ninth day of Christmas - Zoho Backstage
Check out the story behind our eighth day of Christmas post. The ninth day of the 12 days of Christmas relates to Zoho Backstage. "On the ninth day of Christmas my true love sent to me: nine ladies dancing, eight maids a milking, seven swans a swimming, six geese a laying, five golden rings, four calling birds, three french hens, two turtle-doves, and a partridge in a pear tree." The nine dancers getting ready behind the stage signifies Zoho Backstage's functionality of organizing your events
How to add DATE to the Items Field (labels)
Hi there. I consult and send out invoices every month. I work random days on accounts and want to be able to add an ITEM line that has a DATE field so that the customer can see when i did the work. S
Embedding code in KB articles - requires extension?
Currently, when editing articles in the Knowledge base part of Zoho Desk, there appear options to "insert code". Question is: what kind of code? Does this require a formal extension, approved by Zoho? Or any kind of code? We are looking for ways to add simple apps to our knowledge base (example: a form that let's people add some info to a pdf builder and then get access to a downloadable pdf). Are there ways to do this? Anyone have experience or insight?
E105 - Request Delayed
Hi, When redirecting for a "signin" operation, we are getting the following error: {"result":"failure","cause":"E105 - Request Delayed"} What does this mean? Thanks
Desk and CRM 2way integration
Hi, I have set up Zoho Desk and CRM integration. But there aren't all CRM contacts on the Desk. Could you help me please? Thanks
XCODE ZOHO SDK Framework Integration Error
Hi team, We are getting the following error to integrate ZOHO Portal SDK. Kindly check and let me know the solution to integrate Zoho SDk in Swift 4.2. Module compiled with Swift 5.1.2 cannot be imported by the Swift 5.1 compiler: /Users/parthi/Downloads/ZohoDesk-PortalSDK-Sample-apps-iOS-master 2/native/ZDPortalSDKDemo/Pods/ZohoDeskPortalSDK/native/ZohoDeskPortalSDK.framework/Modules/ZohoDeskPortalSDK.swiftmodule/x86_64-apple-ios-simulator.swiftmodule
Failed to connect to MySQL: (1045) Access denied for user 'root'@'localhost' (using password: NO)
can you help me here i have site and i am using one form to take customer data and send to the zoho via API v1 but now i want to upgrade to the API v2 so i followed by php SDK and i follow this url to create user https://www.zoho.com/crm/developer/docs/php-sdk/organization-sample.html?src=create_user and i used this below code <?php include 'zoho-sdk/vendor/autoload.php'; use zcrmsdk\crm\setup\restclient\ZCRMRestClient; use zcrmsdk\crm\setup\users\ZCRMProfile; use zcrmsdk\crm\setup\users\ZCRMRole;
CAN AN ACCOUNT BE ASSOCIATED WITH A CUSTOM RELATED RECORD
I have a custom module which i want to link it with Accounts or Contacts using API. However, dev docs stated that only some module relations are supported by update record API: Campaigns - to - Leads, Contacts Products - to - Leads, Accounts, Contacts, Potentials, Price Books Is there anyway i can achieve this using supplied APIs? Please help.
I cannot post to facebook
I have been trying to post on FB page without success using zoho social. Any help?
Cannot post on Facebook!
Hello, I have a new account and already have planned posts for the rest of July. None of my post are going live on Facebook! I already sent emails to support@zohosocial.com but I havent recieved an answer.
script issue
Hello, I met an interesting issue today. I had a script in one of my apps which has worked fine so far...nothing has changed as far as I know.... Here is the script: input.Purchase_status = "sztornózva"; storno = insert into Purchase_form [ Added_User=zoho.loginuser Supplier_name=input.Supplier_name Invoice_number=input.Invoice_number Date_of_purchase=input.Date_of_purchase Net_total=input.Net_total * -1 VAT_total=input.VAT_total * -1 Gross_total=input.Gross_total * -1 ]; for each rec in input.Purchase_details
Performing a lookup and bringing in data from another application
Hi I have two applications; Roles and HR. When a Leaver form is completed in HR, I would like to pull data based on the Job Role Name in the Leaver form and add in Leavers_Instructions. So the list of Job Role Names is a lookup field from the Roles application. I am guessing i need to get the Unique ID for the Job Role I need and then use that unique ID to pull the Leavers_Instructions value. How would I do this??
Add custom day and date to Date Field
Hi Everyone, I have case like this. If Day in Date Field A > 8 in current month, Date in Field B should be 23/Date A + 1/Year (dd/MM/yyyy) And if Day in Date Field A <= 8, Date in Field B should be 23/Date A/Year (dd/MM/yyyy) Example: The created date is 09/05/2019 so end date will be 23/06/2019 The created date is 07/05/2019 so end date will be 23/05/2019 Sorry about my description. I cann't find function to add custom date like this to end date.
Add Management of Marketplace extensions to Zoho One Dashboard?
Hello, I have been struggling a bit with the management of marketplace extensions, some can be updated from the app itself, some send you back to the other app to update.... In the end, there is a lack of consistency and above all no clear way to manage extensions. You added a tab on the Zoho One dashboard to browse extensions on the marketplace, thank you for that. Now, we need a way to centrally manage the installation, upgrade and deletions from the dashboard for the all apps part of Zoho One.
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