Ask the Experts - Live Q&A discussion on everything Zoho CRM
Hey everyone! We're almost done with the year and we're grateful to have witnessed the Zoho CRM Community thrive and grow this past year. If you feel you've been using Zoho CRM to its fullest potential, kudos to you! However, If you've had any questions about CRM at all, or if you'd like to learn something specific, we're hosting a 12-hour long live Q&A session right here on the CRM Community and you're welcome to come and participate. Post your questions as comments below, (absolutely anything
[New Version of Spreadsheets] How to make text overflow into adjacent cells?
I recently changed to new version of spreadsheets, the team has done a excellent job! Now its much more responsive and faster while making changes . But I am having a big issue, all the cells are by default formatted to have no text overflow to adjacent empty cells . This has made my old spreadsheets look very different and not as it was intended at the time of creation. Is there any way to permit text overflow?
Feature Request: Better Import Interface
Hi, Hope you are well. I know that you have made significant improvements to your import interface recently. However, I would like to suggest that you try to replicate the Zoho Analytics import interface. The Zoho Analytics interface allows you to schedule imports from URLs: At the moment, the way I see it, getting data into Creator for a citizen developer is a manual process. I know that that there are programmatic methods but they are limited: 1. Migration tool - no longer maintained so not suitable
No option to create a business email....
Hi! I have been struggling with creating a business email for my new website for months... cant find a tutorial on this issue and cant find anywhere an option to do that.. I have verified and added /connected all the required things like MX, SPF etc.. to the domains. It doesn't feel good since Im also on a payment plan and I should get more support .. Thanks
Id given seems to be invalid
Hi there. I'm using PHP SDK for creating a lead from my website form. It's working but sometimes I get the response: ( [code] => INVALID_DATA [details] => Array ( [id] => 3220979000034212261 ) [message] => the id given seems to be invalid [status] => error ) I'm not passing any "ID" tough... It doesn't happen all the time. Does anyone know something about it? Thanks!
why the forms shows in Chinese?
Hi we designed signup form in English and when we open it it shows Chinese
Token and Starling Bank
Hi, Starling Bank is now available via token feeds but it only pulls current balance at connection. No further transactions or changes to balance are reflected in Zoho. This seems to be similar for many UK bank feeds. Anyone have a projected resolution time? Mick
Allow Records to reference records in the SAME table
This would make a MAJOR difference in the usefulness of ZC. I have a hierarchy of offices, a hierarchy of positions, and a current record with a collection of prior records which must remain available. In each of these situations a row needs to reference a row in the SAME table. Without this feature I can't use ZC for any such apps.
Zoho Migration: Mapping Incoming Data to Data Existing on Zoho
Hi all, I've been trying to bring in data into a custom module that would link with existing contacts and accounts data that were uploaded in a previous phase of the migration. I've mapped the incoming data to data already on Zoho using Zoho records ID's taken from backup folders but when I migrate them in the fields are all blank. This method works when I import notes with Zoho User ID's but it doesn't seem to map to Contact ID's and Account ID's (the ones that go zcrm_.....). Is there a way to
Zoho throws Parsing Error in MySQL sql query
Hi, I have written a custom MySQL query and it works perfectly when executed using MySQL or any other MySQL databse application/editor. However, when I use the same query to import data into Zoho, I get the below parsing error Parse error at line 1, column 167. Encountered: , My SQL query is: SELECT YEAR(r.created_at) AS 'Year', MONTHNAME(r.created_at) AS 'Month', count(distinct r.name) AS 'Partners On-boarded' FROM roles r GROUP BY YEAR(r.created_at) DESC, MONTHNAME(r.created_at) ASC; Can someone
Importe en Módulo de Oportunidades/Tratos
Caso de negocio: cuando se gana una oportunidad que consiste un contrato para 12 meses con un "Importe" de por ejemplo 120.000 usd, la pregunta es ¿Cómo se debería registrar en Zoho Módulo de Oportunidades? Considerando que el cliente por contrato realizará pagos mensuales a medida que reciba el Servicio. Y tendiendo en cuenta el efecto que tiene en el módulo de Presupuestación Comercial que es mensual ¿Se deben crear 12 oportunidades o una sola? ¿Qué opciones hay?
How to import data into Zoho Creator from csv file as an Account Name (integrated field)?
I am currently importing data from CSV into my APP in Zoho creator. I have an integrated Account Name (to zcrm) field which I can't see when importing data - but assume id is the fields to use. When I do import nothing shows in the Account Name. How do I import data from csv to populate the Account Name filed?
Building a report displaying only record where 2 fields are different
Hi, I have 1 form Form A, I like to check where 2 fields are identical or not (displaying only the diff would be better) This Form_A has 2 fields: Field_A : text field with content coming from a import Field_B : look up field linked to Form L The Form_L contains 1 text field named Field_L Data in Form L contains all the unique occurrence existing in Form_A / Field_A. As an administrator, I like to get a report of all record with mismatching Field_A / Field_B of Form_A A normal report can only filter
MailChimp Campaign Integration
How can this work with ZOHO. I can't make it work!
Response of sign up form
Hi When I set up response of sign up form, I found it is really stupid that I can't customize the response email content. When lead sign up, I want to send him a email so that he can have the link to download our research report rather than ask him to confirm his sign up again. Can I just delete the confirmation bottom and add a report link????
Functionality of "Map Dependency Fields" required for second picklist of over 500 entries (2,000 entries)
Hi all, I've discovered that the "Map Dependency Fields" feature has an upper limit of 500 records in the picklist! My picklist has just under 2,000 entries in it so the question is how do I achieve the same functionality when the "picklist" has more than 500 entries? I'm assuming I need to use the Lookup field instead but I don't know how to limit the results. The scenario is that the first picklist has a list of countries (less than 50 in this example). The second picklist/lookup needs to only
Make Webforms Mobile Optimized
Hello, we are using one of your webforms for our candidate application through the careersite. We are noticing that they are not mobily optimized. Is there a way to do this? As it is, we will not be able to use the forms as most of our candidates apply on mobile. Thank you for looking into it!
Candidate - associated tags
Admin users sometimes create many associated tags to candidates. But the tags may have the same meanings. Could use combine the tags to reduce redundancy?
Zoho Customer Portal 2FA / MFA
Is Multi-Factor authentication on the way for customers using the Zoho creator customer portal? We are looking at security improvements and this is on our list. Thank you and kind regards, D
For Calendar, please add a Day view besides the month view
I highly recommend to Zoho Projects Team to develop a Day view for the Calendar function.
I don't want xml or json file
Hello, I have a problem with the record update. When I post a form with the attribute "action" like this : https://creator.zoho.com/api/user/json/appname/view/reportname/record/update I always get a response in json (or xml if xml is set) file downloading on my machine. Do you know how to block this ? I judt don't want to download this file.
configuração
não consigo terminar de configurar meu zohomail as mensagens não chegam
License for Developers
Hi, I am a freelance developer and new to Zoho Creator. License model is confusing. Could you please someone explain the license model for developers like me? For Eg: I have 10 clients. They own the app. I work for them. Which case will fit for my need? 1. I need to purchase one user Creator license. 2. Each of my clients need to purchase one license for me. So it will be 10 license. 3. I can use Developer Zone. So no license needed at all. 4. Is there any other option?
cannot add a sketch to text note
when I'm trying to add a sketch to the text note, I see an empty box. while sketch to the sketch note adding flawlessly. how to add sketch to text note?
Custom field missing in email?
Hey everyone I created a custom field in the Zoho Campaigns setting, but when I create a new mail to send out to my customers and I want to add this custom field to the email, it's not in the list. Please can anyone help with this? Thank you in advance, Shaun
Zoho Mail Plugin for Wordpress
I'm using the Zoho Mail plugin for Wordpress your team build, I configure my Account Authorize it everything works fine I get the 'Access Granted' message. Then when I do the Test Mail I get the error 'Mail Sending Failed' ? Why ? Is there a way to debug it ?
Multi Select list behaviour on the "Ticket Edit" mode
You recently did a visual redesign on the edit views of some modules such as the ticket module, account module, contact module etc. The "Multi-Select" fields on the new edit screens do not react as they did before. When you enter some partial string into them then they do not bring up all of the values which include the partially entered search string. You have to switch to the normal layout of the module and then search again for the same partial string to be able to see the correct search results
GSTIN from invoice in Custom Template
In some it happens that some invoice have GSTIN and some of Invoice (for same client) may not have GSTIN. But in custom template, It's not possible to print GSTIN from the INVOICE. When I print %CustomerGSTIN%, in every invoice GSTIN getting printed whether
unable to do scoring
HI when I try to set my leads scoring, I found I was unable to open and set up: it shows like the picture
Slow sheets...WHY!?
PLEASE resolve my slow sheet issues? When I enter data it's like I have slow internet or something BUT I don't. I have a wired desktop with Gigabit data speeds. However, every entry is so slow! What's up?! I heard that sheets with too many cuts and pastes might be the issue. How to I refresh this or something? I can't last much longer operating like this! I'm about to find a microsoft or apple solution if you don't do something quick.
Incorrect duplicate email warning on Contacts card
This is also a problem related to my former new editing layout post. Multi Select list behaviour on the "Ticket Edit" mode The incorrect duplicate email warning makes it impossible to record new contacts. This one has to be solved immediately. I've searched all of the contact cards on the "all departments" setting but the only one found is the one that I'm already editing. This is not the first time that I've encountered this problem. I'm able to edit the records by first recording the "Account Name"
URGENT!! UnBlockMe not working
An account on my organization, personal@serlogsac.com, is still blocked despite clearing in emails. Thank you.
Create a lead from PHP API gives an error: 4401Unable to populate data, please check if mandatory value is entered correctly.
Hello, I'm getting this error: 4401Unable to populate data, please check if mandatory value is entered correctly. And I'm sure, that i passed all mandatory variables. This is my query: https://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&authtoken=xxxxxxx&scope=crmapi&xmlData=%3CLeads%3E%3Crow+no%3D%221%22%3E%3CFL+val%3D%22Company%22%3Efsfds%3C%2FFL%3E%3CFL+val%3D%22Email%22%3Edavid%40domain.es%3C%2FFL%3E%3CFL+val%3D%22First_Name%22%3EDavid%3C%2FFL%3E%3CFL+val%3D%22Last_Name%22%3EDavid%3C%2FFL%3E%3CFL+val%3D%22Mobile%22%3E669904426%3C%2FFL%3E%3C%2Frow%3E%3C%2FLeads%3E
My new domain are linked to other zoho account which are not mine..
I have just recently bought a new domain on GoDaddy (www.hsg-legal.com) I wanted to register for a business email on Zoho using my new domain name. But whenever I tried to enter the domain, it says that the domain is linked to another existing Zoho account. I tried contacting customer service, calling them for hours but no answer, I even email them 3 times already. So please help me on this matter. what do I do? Thank you.
Integrate with FTP Server
I made a similar post in the Desk Api forum but thought this part of the community might prompt more discussion... We require links on our Desk Portal to a secure FTP server for customers to download products, project files and documentation. There will also be a link to our FTP server where they can upload files. None of this data can be email attachments. Customers will login to our Desk Portal using credentials established through the normal Desk "new user" signup process. Then besides being able
Best way to transfer forms from one application to another
I need to move 12 forms (stateless and normal) to another application. What's the least painful way to do this? I can't find anything on this topic for creator 5, particularly for stateless forms.
Workdrive - Is there a way to export all the permalinks for use in zoho creator?
I am currently migrating data into Zoho workdrive - and most of the files are named as per the file names we require. What I need is when the files are uploaded, I need to "link" them to the corresponding records in my zoho creator APP. So they can be accessed via a URL link. Is there a way for this to be done please?
Ignored Contacts - 45 labeled group emails
Hello there, I was trying to sync my emails from my CRM to Campaigns but im having a problem with some emails and they are being labeled as Group Email(s) but each email is a different one that I have used to email the customer individually? Can someone help me with this? Thanks, Danny
Workflow execution cycle
For a specific workflow, it's possible to define an Execution cycle. Currently the cycle "Every Month" and "Every Year" is implemented. The following cycles should be implemented to - Every day - Every week Due to this missing features, it's impossible to add daily/weekly reminders...
Desktop Sync on Mac OS X not functional
I recently migrated our business from Dropbox to Zoho Workdrive. After all of the file copies were complete, I chose Selective sync and attempted to unsync a folder that I no longer needed on my desktop. The Workdrive app appeared to lock up, but I left it overnight. Today when I came into work, I noticed there was no toolbar icon for Workdrive in Mac OS X. I checked Activity Monitor in OS X and can see the process for Workdrive is active. I reset my computer The icon never appears-- I can still
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