Zoho Payroll integrated with Zoho People
Would like to know if Zoho People will be integrated with Zoho Payroll (when available in Canada)?
New customized report
Hello Zoho People Team, I wanted to know if we can make customized report in attendance module. if yes how can we do that?
'Unable to Verify Account or Password'
Hi, I recently opted in for the two factor authentication and in the process both my iphone and imac were unable to retrieve mail. Now, I know that's because I had to get a third party app but I don't want to do that so I have disabled the MFA. Problem: my imac still says 'unable to verify account or password' and my iphone can't retrieve mail. I have double checked the imap settings and password but just can't get it to work. HELP!!
Campaigns_ Multiple Segments
Our contacts can be sorted by region and industry. Example we have Day Cares as an Industry, and geographically broken down by 7 regions ( Southwest, West Coast, Southeast ect) I want to send a campaign to Daycares who are in Southeast, Southwest and Midwest regions. When I set up the segmented list as follows Industry is Daycare and Region is Southwest and Region is Southeast and Region is West Coast No contacts show up in the list. What am I doing wrong
Problem with Zoho Sign Flow Signature Field
I created a flow in Zoho Flow that automatically generates and sends a contract from a Zoho CRM record when I change the deal stage to Paperwork. However, the flow is only working for some records but not all of them. For some records, I am getting the following error message when checking the flow task history: Configure a signature in your Zoho Sign profile
and try again You can see a screenshot here: https://cl.ly/e2f4e8cfb7b8 I have tried multiple strategies to fix it but nothing is working.
Synchronization stopped working
After the planned maintenance synchronization of e-mail stopped working for both my laptop and iPhone. How can this be resolved?
Zoho Creator to zoho Books Integration
Hi, I am doing integration from Zoho Creator to Zoho Books. I am able to add records to Zoho Books - Items module when a record is created in Zoho Creator. However, I am not able to search the records from item module. I want to fetch the records using item name and get the id of that item and then in next step update the item details like price and unit. Below is the deluge script i have used but, I am not getting the correct output. Products is a lookup in the stock form. I have used below script
Tip 43: Formula custom fields in Zoho Projects
The data associated with projects is enormous. It is almost impossible to evaluate data by inspecting every field. With Zoho Projects, performing complex calculations is easy with Formula Custom Fields. Calculations can be done automatically by calling the values from the specified fields. Consider a scenario where the project owner wants to compute the total cost of inventory. He can create a field for obtaining the cost per unit, the quantity and a custom formula field for finding the product
Erro eo ativar utilizador/email
Olá, Eu acabei de comprar mais uma licença para o usuário contato@vollare.me, porém não estou recebendo email no contato@vollare.me. Por isso não estou recebendo o email de confirmação.
Free forever plan - number of technician installations?
I've decided to try Zoho Assist since other vendors offering similar services have issues when it comes to trusting that users truly are practicing personal use. With the Zoho Assist free plan, this shouldn't be a problem anymore. So, my basic setup is the need to remotely manage the number of computers that is well within the scope of the free plan (5 unattended computers). I know that there is only 1 technician possible in the free plan. My question is; is it possible to have multiple installations
Insert picklistvalue from API
Hi! Are there any functions on the rest api to insert picklistvalues into fields? There are a method AddPicklistValue() on the ZCRMField class but I am not sure how to use it. I am using C# SDK by the way. // Regards Tomas
Can't use Visa card on Zoho website
Dear Team, I am unable to Can't use my Visa card on Zoho website. The site thinks and tells me that the Expiry date is invalid - this is NOT CORRECT (See image attached))and am wondering what to do!!!!!
I updated a note earlier - and all my updates have disappeared
Hi - I can only see the first draft of my note. I updated it earlier with a lot more content. Now I can only see the first draft. Is there any way I can find the work I did today?
Creation of purchase order for local procurement and imports
Dear Team, I wish to know, is it possible for us to create two categories of purchase order i.e, one for local purchases and another for import procurement's. As i wish to capture few other transaction flows in the import purchase order..
How can I get data related using api version 2?
I need to obtain the related data of an account to get their contacts, I am using the node js sdk but there is no documentation of that part, I am using version 2 of the api.
Get record api V1 vs V2 not same data
Hi. On Api V1, function getRecordById get all fields of form data and some relational data: }, { "val": "Account Name", "content": "RESTAURANT DOPA BCN, S.L." }, { "val": "PARENTACCOUNTID", "content": "1945000004723108" }, { "val": "Parent Account", "content": "GRUPO EL PINTXO" }, { "val": "Account Type", "content": "Cliente de Distribuidor" }, In a V2 API this param not found and I need this to work. How retrieve this relation (Parent and Child relations) Thanks.
zoho chat is not opening. Sometimes showing like 'Unable to open chat'
when i get new messeges in zoho chat..i can not able to open it while clicking
V1 API deprecation message on login
When i login to crm, i get this message. I migrated token generation(server-side app) to V2 this week and this message is still showing. Where can i find what else am I using from V1 API? Attention:Usage of deprecated V1 API found Your organization is still using the deprecated V1 API and it will stop working from Jan 1 , 2020.
Migration from QuickBooks Enterprise Desktop to ZOHO Books
I am planning to switch to ZOHO Books accounting software from QuickBooks Desktop Enterprise. I would like to know if the migration is feasible from QuickBooks Enterprise 2019 to ZOHO Books. If yes, how it can be accomplished? Also, it would be great
Domain Mapping and SSL Certs
Just for clarification, if I want to use domain mapping such that the cname I setup on my server as support.mydomain.com maps to https://support.zoho.com/support/mydomain ... I need to purchase an SSL Cert through you and have you install it on your server? Is that correct?
a new "like" on my Facebook did not show up in my ZOHO Social monitoring. Any ideas why?
I just set up ZOHO Social and and asked a friend to "like" my Facebook page which he did and his like is visible on my Facebook page but his like has not shown up in my ZOHO Social app. Any ideas why not?
The email address is already registered with another account which is not a part of this organization.
I am trying to create a new user aleks at my-domain.com but I am getting this error message. I already updated the mx records on my domain. Thank you, Aleks
Sum values based on distinct value of another column
Hello, As an example, I am trying to add up the values in one column (Amount $) for each unique value in another column (Item No.) for each Company. Company Item No. Amount ($) A A100 17.60 A A100 17.60 A A101 18.00 B A102 25.00 A A103 17.60 B A104 12.00 B A104 12.00 The Amount ($) will always be the same for the same Item No. but a different Item No. can have the same Amount ($). I am trying to find sum(Amount ($)) but only for unique Item No. (i.e. only add once for duplicates such as A100 and
Make offline folder , not just files
Hello, I have been using the Wordrive app on my phone and tablet. I can make files offline but not the folders. Are you planning to implement such a feature in the future ? Many thanks
Campaigns rejects a valid public Vimeo url
This is a valid, public Vimeo url. The Campaigns error message is "The URL must have been moved or deleted." https://vimeo.com/showcase/6662306 It seems that Campaigns only accepts a Vimeo URL like this: https://vimeo.com/338349839
Dynamically populate AMOUNT with sum of Products
Hello, How can I make the AMOUNT field automatically show the sum of the Products? If a given Potential has 3 products at $100 each, I would like the AMOUNT to be $300 without having to type it manually. Regards
Track emails being sent
Hello, Is there a way to track emails that are sent in Zoho Mail? I found this Google Chrome extensions https://zohomailtracker.com/. It works but I was wondering if there's anything else that we can use with the Zoho Mail app? Only the mails sent in the desktop are being tracked, but not those that are sent via the app. Hoping for answers!
How do you create user groups in Zoho Projects?
in Zoho Projects, when we send a message to a user in comment, we typically type @username and the user name comes up and we select it their name... is there a way we can send to a group email address so that everyone gets the message and we don't have to keep typing everyones name?
Password changes on its own after some while
Hi, I have had this problem for a while now. Whenever I enter my password after a while I am told I entered an old password and requested to enter a new password. I have had to ask the IT consultant at the office to help reset password several times. Kindly advice on action to be taken. Thanks.
Kaizen #10 - Search Records API and Query API
Hello everyone! Welcome back to this week's Kaizen post! In this post, we will discuss the Query API and the Search Records API, and when you should use them. Query API The Query API allows you to query the records using the CRM Object Query Language(COQL). COQL is based on the SQL syntax and uses the SELECT statement in the query to fetch records. When should you use the Query API? When you want to use DB comparators such as =, >, <, >=, <=, is null, is not null, between, not in, like, and not like
I want to subscribe for Zoho CRM+ - But no one from your sales team seems to be interested to contact to set up a demo (Even after multiple follow ups)
Hi Team, I would like to know more about Zoho CRM+ features and very much interested in subscribing. I have been trying to get a demo sessions scheduled since 16th Dec 2019. Every time I contact some one over the phone or chat all i get to hear is someone
how can i find duplicated leads and contacts
hi i have a few duplicated leads that are also in the contacst module. is there a way to fint the duplicated records? tnx
Accounts and Layouts; what am I missing
I am an attorney doing multiple practice areas (such as bankruptcy, criminal, family). I can create a layout for each of the practice areas but doing so does not increase the amount of fields that I have available. What is a workaround to this? With each practice area, I can make use of the maximum number of fields. In other words, if the maximum number of fields is 100, I could make use of 100 fields for each practice area.
Automated follow ups to non responders
When a lead comes in, i have a workflow that triggers an initial email to schedule a meeting. If the lead does not respond, are here behavior triggers i can use to send additional follow up emails at various times?
custom email address in Campaign
Is there any way to send Campaign emails from a custom email address? Or every time, the main email address of the Campaign owner will be used? If so, maybe there's a way to add a secondary address to a user for the purpose of the mailing? There was a situation when our main domain has been added to a public spam list (because of CRM mailings) and emails outside the Campaign were been bounced from our clients servers.
How can I insert a row into a subform using API V2 and PHP SDK
Looking at the V2 documentation on subforms, I do not see any documentations about how to insert rows into a subform using the PHP SDK. ie: https://www.zoho.com/crm/developer/docs/api/insert-subforms.html How would I go about doing that? I have tried something like this with no success, where "Debt_Matrix" is my subform: $zcrmRecordIns = ZCRMRecord::getInstance("Contacts", $contactId); $zcrmRecordIns->setFieldValue("Debt_Matrix", [ [ 'Priority' => 1, 'Creditor' => 'Creditor',
In Retry Queue Temporary failure when delivering email to the recipients. Emails in queue will be retried automatically.
Hello Team, I see the emails in the sent folder. But they are getting delivered to the recipient. The message I see is " In Retry Queue Temporary failure when delivering email to the recipients. Emails in queue will be retried automatically." Please advise. Thanks, Kiran Kumar
Introducing multi-currency support for payments through Razorpay integration (for the Indian edition customers)
Dear customers, Zoho Subscriptions now supports foreign currency payments through the Razorpay integration and we are glad to inform that it's ready for early access now. To start using this, kindly reach out to the Razorpay team so that you can request them to enable cross-border payments. Once it's enabled for your merchant account, you can just an email to support@zohosubscriptions.com with your organization ID and we will enable it for you :) A few more details on the update: Supported currencies:
Zoho Invoices to Zoho CRM
I set up the Finance integration to link Zoho Invoice with Zoho CRM with the intention of being able to see client invoices in CRM, but it seems only the contact details are synced between the systems. Is there a way to see invoices from Zoho Invoice in Zoho CRM so I can see what invoices clients has outstanding, part paid, fully paid etc. Thanks Eoin H
Add Products in Vendors Related List via Custom Function
Hi Team - I have this custom function that pulls information from our Bills custom module. rec_bill = zoho.crm.getRecordById("Bills",billid); bill_prod = rec_bill.get("Product_Name"); bill_prod_id = bill_prod.get("id"); bill_vendor = rec_bill.get("Vendor_Name"); bill_vendor_id = bill_vendor.get("id"); mp = Map(); mp.put("Products",bill_prod_id); update = zoho.crm.updateRelatedRecord("Products",bill_prod_id,"Vendors",bill_vendor_id,mp); info billid; info update; What I need to accomplish is to put
Next Page