Storage of info on points of sales
Hi, I'm new on Zoho :-) we sell products directly (B2C) and through a network of agencies (B2B) and would like to implement a communication plan for both the targets. B2C database include also customers of our network and we'd like that communications sent to fthese customers include name and address of the their preferred agency. I wonder if this is feasible in Zoho. Many thanks for your feedback
Invalid name for the server
Hi! This is my configuration: The name of my server is correct, but apparently it does not accept it because it is not a subdomain. How can I solve the problem? Thanks for the help!
Issue with customModule insertion and fetching records
Unable to insert data and retrieve data from customModule with v2 but it was working with xml insert and fetch record using curl. I have registered app with admin account not with super admin account. Please guide me as I am struck with this. Tried different options : => https://www.zohoapis.com/crm/v2/CustomModule_1/search?criteria=((Email:equals:pankaj.k@sarv.com)) Response : { "code": "INVALID_MODULE", "details": {}, "message": "the module name given seems to be invalid", "status": "error" } =>https://www.zohoapis.com/crm/v2/Custom_Module1/search?criteria=((Email:equals:pankaj.k@sarv.com))
Zoho Recruit Process Flow
Is there are map or process flow to guide new user on how navigating through Recruit should be?
Best practice for tracking inventory
Hoy hoy! Question for you all, I'm hesitating between two concepts for tracking inventory and am wondering if anyone have an opinion on the subject. Doesn't really matter how the inventory is been changed (could be through a Sale order, a Shipping statement, a Balance Sheet, etc.), I'm more curious about what you think is the best practice. Option #1 Have a Product form with a field Inventory_Quantity When a product is been sold/bought/lost, etc. update the quantity field directly Option #2 Have
Creates talents automatically
Hi, I would like to suggest, if you could add a feature where a talent will automatically be created when filling in an interview with a candidate details. Example: I have a single line fields for the candidates informations under interview module. When i fill in that fields. A new candidate record will be auto created.
CEST / CET
I just noticed in user account, as we are in winter time, I can't set my account to this mode. There is only a summer time available. Should this may be updated ?!
Send as Email, Rich Text Editor features are now supported in Zoho Desk Android app!
Hello All! We are delighted to announce about the new feature 'Send as email' in the Zoho Desk Android app (v2.3.11). Agents can send outbound emails to new or existing contacts at the time of ticket creation. You can also convert the emails into tickets and track their progress. Furthermore, such contacts do not receive the new ticket notification. This feature will be available in the mobile app if it is enabled on the desktop site (desk.zoho.com). You can enable this feature on the desktop
Candidates in multiple positions (Know from outside)
Many times it happens that we work for same positions for many clients. Lets take example of Java developer. we have requirement with 4 clients. and suppose 1 candidate is associated in all 4 positions without our knowing. There should be some indicator which shows that this candidate is already applied for more than 1 positions and these were the last status for each position. Sometimes if candidate is in final stage and if we approach for our new position then its not good.
Masking contact details
I have asked this previously and it was noted that a fix would be coming out. Is there not a way that the concealed details can be erased rather than have blocks over the word/number? Is there a solution coming in the near future?
New email going into trash
All the new emails are going to my Trash folder. I do not have any filters.
Introducing: Pause and Resume Subscriptions (Early Access)
Dear customers, Zoho Subscriptions now allows you to pause and resume subscriptions as per your preference. If your client wants to suspend their subscription temporarily, you can quickly pause and resume it, rather than canceling and re-activating it. Canceling a subscription will impact your churn reports, whereas pausing it will not. Being the holiday season, your clients might want to freeze their monthly or quarterly subscription until they are back from a vacation. By pausing and scheduling
Calling update Records to change jobOpeningStatus has no effect?
When jobOpening expires, I need to call the api to change the job status, but nothing changes after calling the api. https://recruit.zoho.com/recruit/private/json/JobOpenings/updateRecords?authtoken=248226becf0****&scope=recruitapi&version=4 <JobOpenings><row no="1"><FL val="Id">351057000022****</FL><FL val="Publish">false</FL><FL val="Job Opening Status">Inactive</FL></row></JobOpenings > { statusCode: 200, data: { response: { result: [Object], uri: '/recruit/private/json/JobOpenings/updateRecords'
${Cases.Recent Comment} putting in an extra "\" every time a "$" is mentioned in the comment
The ${Cases.Recent Comment} isn't working properly for at least a few days. If our most recent comment contains "$" when an email notification is sent that contains the ${Cases.Recent Comment} it will automatically put an "\" before every dollar sign, so it will look like "\$95" instead of "$95." An example: Yesterday we posted a public comment on a ticket that stated: "The invoice for $419.00 has been approved. Please provide a paid invoice upon completion of the work and we will mail out a reimbursement
Ability to move Knowledge Base Articles between departments
Hello, It would be great to move Knowledge Base articles to different departments. We have 3 departments and over time their responsibilities can change. It would be nice if I could move an Knowledge Base article that contains the how to do something to the right department.
Single Customer Invoice from Multiple Sales Order
Hello I know I have seen this topic on here before but couldn't find it! I invoice my Customers monthly from Sales Orders (Subscriptions Module doesn't work for me as you can't create a Subscription from a Sales Order). I now have a Customer who has taken
Stuck up with loading window
Hello, I had been trying to login to my official zoho mail account for the past few days but have ended struck with the Loading Window . Would appreciate if you could sort this issue at the earliest. Have attached the screen shot for your perusal. Regards, ASUS-01
Zoho sheet cell lock option
Frds in my zoho sheet, there is no lock cell option appearing at all.
User not receiving random emails, and unable to return correct results from searching other emails
Hi Zoho, - One of my users (Terry) is not not receiving random emails in his inbox (he receives some, but does not receive others). - Its not in SPAM or Trash, its not being filtered anywhere. - I have done an email recovery for a specific email on a certain day and made sure it wasn't deleted. - Upon viewing the admin logs, it says its been delivered to him....but its not there. ALSO - When this user searches for an email, it does not return the correct results. - We looked at his inbox, and then
Self Appraisal Form in multiple languages?
I need to set up the Self Appraisal form in three languages. I tried to add 3 languages to the same Self Appraisal form, and use the show/hide rules to have it show accordingly base on the language the user select on the drop down list. However, I run into the problem of reaching the multi-line fields limit. Although the instruction said that I'm allow to add 25 multi-line fields, I only added 20 right now, and it doesn't allow me to add more. I've check every field on the form to make sure there
mail.davrunaglobal.org redirected me to many times
when ever i go onto the mail website it shows this
I am having a problem with emails inside a zoho creator Form Action sent to email addresses for my users where I know that I have used the exact email address
I am having a problem with emails inside a zoho creator Form Action sent to email addresses for my users where I know that I have used the exact email address - including using "zoho.loginuserid" both with and without the quotation marks. The user does not receive the email, I am sending out several different emails from the same field - is there a limit to the number of emails one can send from a single Form Action? Inside this Form Action I have another email that I send to myself and I do get
CRM Trigger
What are the ways everyone is triggering a MH Journey from the CRM? Specifically the Deals module. I want to trigger an MH Journey from a field action such as a picklist field.
Zoho Subscriptions API, can I have the entire customer experience be on our portal?
Hi everyone sorry if this is a dumb question. I see that Zoho Subscriptions has an API on it so was just wondering would it be possible then to have our own customer portal built ourselves, but using API allow customers to log in and then have it list all their invoices, make payments, view subscriptions and so on? I would assume so but just wanted to check, as my preference would be to use Zoho to handle the actual subscriptions and billing, but instead have the customer just do everything through
No puedo registrar un nuevo dominio a Zoho mail porque ya tengo una cuenta registrada
Quisiera saber qué puedo hacer si ya tengo una cuenta en Zoho mail y quiero crear una nueva con otro dominio (tengo 2 empresas). Cuando intento registrar el dominio de mi nueva empresa me sale un aviso que indica que mi número de teléfono ya se encuentra registrado y no puedo hacer el trámite. Qué hago en este caso si solo cuento con 01 número de celular para registrar?
Assist - ActiveX Window
It would be nice to see the name of the connect device somewhere. Currently, the only place to see the name is in the taskbar when hovering over the assist application. It would also be nice to have to option to have the Assist window resize to the remote screen resolution or to be full (which is the current behavior) Even though there is an option to keep the toolbar always visible, there is no way to hide it. It's always visible regardless of the setting.
Creating new custom module record based on deal stage
I've created a customer module named 'Bookings' I would like a 'Booking' to be automatically created once a Deal stage is marked as Closed-won, with some of the fields from the deal mapped across to the booking. Please can somebody provide me with steps of how to do this? I know I need a custom workflow I just don't know how to write it. Thanks in advance!
GPO Deploy - Step 4 instructions are wrong
4. In start-up properties, choose "Add in Scripts" tab browse to choose the ZohoAssistStartupScript.zip file and apply. This needs to be corrected. Should be, choose "Add" in scripts tab, browse to network share location where the startup scripts are stored, select ZohoAssistSetup.bat, click OK, click OK to save the Startup Scripts Properties.
Centralised Data Backup
Hello Team, An option for centralised data backup of all applications with scheduler settings would be ideal for Zoho One administrators. Otherwise, it is difficult to navigate to the data backup section for every application manually.
Share client secret chambers
We have a chamber for each client. In reality the secrets in there are the clients, not ours. Currently, we can't give clients access to those secrets. It would require a new Zoho One user, or to share 'with outsider' Neither of these options is what we want, because the client is not an employee, does not share our domain, and we don't want to restrict access to their secrets. I would like to be able to add a free user to Vault to achieve this- the permissions for a free user are fine for this
INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :Rule imposed mailbox access for it@masora.ch refused
Hi, we've got the problem with email such as : Reporting-MTA: dns; mx.zohomail.com Arrival-Date: Fri, 06 Dec 2019 09:31:36 -0800 Original-Recipient: rfc822; <xxx@xxxx.xx> Final-Recipient: rfc822; xx@xxxxx.xx Status: 550 Action: failed Last-Attempt-Date: 6 Dec 2019 17:31:45 GMT Diagnostic-Code: xx@xxxx.xx INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :Rule imposed mailbox access for xx@xxxxx.xx refused Received:from mail.zoho.com by mx.zohomail.com with SMTP id 1575653496617332.9857743811922; Fri,
Cuenta bloqueada por falta de espacio
Hola, mi cuenta ha sido bloqueada por falta de espacio, pero yo ya borré muchísimos mails y no se desbloquea. Qué puedo hacer? Gracias
What special functionality does "Leads" have that Contacts / Deals doesn't have?
There are many questions in this forum about regarding "Leads => Contacts/Deals" conversion. I am in the same boat and get very frustrated having to jump through multiple hoops trying to figure out the lifecycle of a lead (there is loss of information and visibility when a lead is converted). I am planning to stop using the leads module completely and create Deals out of all self-signups coming for my SaaS product. Before I make this radical move, I wanted to understand the pros and cons of doing
Send Mass Email to Customer
Hi Everyone! I have a portal customer and i want to send a mass email when i import some data on a form. The data cointains number that are related with pay invoices. For example: This NumDoc is relate to some email customer, so when I import the csv, i need that send an email to the customer that indicates that the invoices was paid. The currently code that i made is the below, but send me email by all the records. rec_acc = Dream[Doctype == input.DocType && NumDoc == input.NumDoc]; rec_rut = Vendors[Account
Uploading photos as fields in a Zoho Creator Template
I have an application where one of the fields is designed to store the photo of a user. I used the image category field and the system seems to accept it when I load from a JPEG on my PC - it identifies the jpeg and assigns a number on the screen. However, when I look in the Report, the JPEG is not there. When I edit the record and I add the same JPEG in edit mode, it does accept the JPEG and the the JPEG does appear when I view the edited record in the Report view. Attached is a screen capture of
Extension for GPO deployment file ZohoAssistStartupScript.zip
It's not a big deal but at the same time it should be a quick fix. I used the link to download the "ZohoAssistStartupScript.zip" from the GPO deployment page but the file is downloaded and saved as "ZohoAssistStartupScript_Support" without the .zip extension, so whatever application is registered to handle .zip files is not associated with it and causes the application selection window to open asking for the application that should be used to open the file.
Allow file transfer window column sorting
It would be nice to be able to sort in the file list window. I wanted to sort by modification date and was surprised that you can't sort by any of the columns.
Create customised views in Creator 5
Hi guys, I’ve been using Creator for 7 years and one of my main applications is still in a very old version of Creator. This works perfectly for me because I have a number of users that work across departments and I can share customised views of relevant data with them very easily. Each of my users can work in more than one department and therefore need to be able to see all the data relevant to them. Example: Tom works in Department 1, Department 2 and Department 3. Sarah works in Department 1 and
Filter lookup to select only most recent
Hello, I have a lookup field where I want to select ONLY the most recent record that fits certain criteria. For example, if a customer renews their service plan, I may have two records that filter to [Customer_Name == input.Customer_Name && Transaction == "Purchase Service Plan"] and I'd like to select the one with the most recent Date. Is there a way to do this? Thanks, Elizabeth
Marketer's Space - Notification Settings - Campaign reports
Hi, Have you ever thought how convenient it'd be if you received email notifications on your marketing activities? How about receiving email notifications about your sent campaigns and mailing lists at your preferred time? In this week's email series, we'll discuss how you can achieve this using Zoho Campaigns. The Campaigns feature Notification Settings lets you set up notifications to receive reports of sent campaigns, a list of contacts who've signed up for mailing lists using signup forms, and
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