Project associated with Deleted Client
I have 3 projects that were associated with a test client account I was using to explore the functionality of giving clients access to projects. The Client account I created has been removed (can't search in CRM to find it). But when I list projects "View by Client" the Missing Client Account appears on the list with the 3 projects listed. How can I dissasociate these projects from the dleted Client account?
SPF softfail not in spam but Inbox
I regularly receive emails in my inbox while an SPF softfail is specified in the mail header. In the settings I have indicated that they must go to the Quarantaine folder. Why doesn't that happen? Special on these emails is that the sender uses my own email address. But softfail = softfail regardless of the sender. Example off such a email is attached
Zoho services unavailable
Hi! We faced some problems several minutes ago and we couldn't access ony of the apps. Rght now, it seems to be okay but could you tell us what was going on?
[ASAP Mobile SDK - Android] Community is disabled for your portal
Hi, I got this message when I'm trying to startCommunity from Zoho Desk Instance. I just followed this guide : https://www.zoho.com/desk/developers/asap/mobile-sdk/android/displaying-help-components.html and found that there's configuration for Community from this : https://www.zoho.com/desk/developers/asap/mobile-sdk/android/community.html Did I missed something? Thanks! Mahdi
Insight or sugestion on multiple record edit
Hi Zoho Community I have an app to manage the logistic operation of a trucking company, the cargo is Automobiles and i have all my forms and reports to do it, from Customer new orders all the way to vehicle assignment to a specific truck, heres where i ran out of ideas. right now im using a report of unassigned cars im able to do multiple select of record and modify the record specific field for transporter and date of assignment. Lets say i have 25 available cars in northern CA and im sending out
Add already existing records to subform
Hi! I have an app with a Parent Form "Clients" and a child Form "buildings". Buildings it's a subform in clients, but also an independent form. There where records added to Buildings outside the Clients subform, so they do not apear there. How do i do to make does records in the subform? I allready tried creating a bidirectional relationship, but did't work...
Records not showing for Embed Code
Hi All, I'm having trouble with the embeded code (iframe) . The table is loaded but it doesn't show any records. It just continually shows that its loading at the bottom of the table. What would be the cause? http://www.bizify.com.au/testiframe.html The following is the permalink https://creator.zohopublic.com/accounts12/muslim-professionals/report-perma/Members_Public_List/P8P9kv6YOG818UmAAzSdAU2XOwVtKd5wt4Q7me29J1OB3Ms2wqJy1jsHzFBeFkWO28dnKz1100hvFAYZNvbFnfQuJaNO3pMV871F
E-mail password Outlook/Apple Mail not working
Hi, we cannot acces our e-mail anymore via Outlook or Apple Mail program. We have to put the password, so we tried the normal password and also MFA generated passwords. But it does not work... where is the MFA password generator function gone? Thank you Roman
How can have a one line signup form with text and field?
Hi guys, How can I create a custom signup form and link to campaigns? I know you guys have some forms layouts, but I was looking for one line form to leave at the top of the page, you guys have only two line form (text at the top, field box at the bottom), I need both in the same line. Cheers
App Spotlight: ClickSend SMS for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Explore Zoho Marketplace for all apps. ClickSend SMS for Zoho CRM SMS has a 98% open rate. ClickSend is a cloud communications platform that has SMS at its core. It powers billions of messages worldwide via direct routes, assuring high deliverability. Get the app here Business needs Businesses want to connect and communicate with their customers across multiple channels quickly and easily in the most cost effective way. SMS,
App Spotlight: Unbabel for Zoho Desk
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Explore Zoho Marketplace for all apps. Unbabel for Zoho Desk Powered by state-of-the-art AI and a worldwide community of translators, Unbabel delivers translation at enterprise scale, enabling users to serve customers in any language, with fast, native-quality translations of customer support tickets. Get the app here Business needs If you are reaching out to a global customer base assuming that all your customers speak your
We are able to send email but not receive any mails.
We have a domain by the name of www.flyyatri.com We can send emails but unable to recieve any, We have pointed SPF, DKIM records and have been verified. We have also pointed MX records correctly, but i can see the error"MX records are not pointed to Zoho Mail. Any advice would be appreciated. Thanks. Karan
Does Zoho Recruit Search support Boolean?
For example, do the quotation marks work to do exact phrase search? Such as "java developer". Or any other boolean operators? Shanks, Silvia
What's New in Zoho Books - September 2019
We've kickstarted September with a fresh set of feature roll-outs and enhancements. Let's take a look at all the new updates that Zoho Books has to offer for this month. Filter Transactions and Update Accounts If you had associated multiple transactions
Create entry in Custom Module when creating Deal & Populate Lookup fields
I have a custom Module titled "Agreements" which is CustomModule10 Whenever I create a Deal I want an Agreements module entry created and pre populated with information from the Deal. 3 Lookup Fields are in CustomModule10 Contact Deal Account
Dashboards with UI buttons
are we able to create dashboards with buttons, like Push buttons, Radio buttons, etc?
NEED TO ADD TEXTING FEATURE TO ZOHO
Good day, I understand that your 3rd party provider for bulk texting are the following companies: Twilio Clickatell MessageMedia ScreenMagic Do you also work with Text Magic? Is it the same as Screen Magic? Please advise so I can obtain an account. Thank you, Audrey Sanchez
Custom Fields Relations Question
Hello everyone, i need to connect 3 different fields in 1 form with each other. 1)Country 2)City 3)Region I can connect two different field but i need to implement one more field to them. How can i do that? Or can i do that? I would be grateful if someone can answer me ASAP. Thanks a lot.
Zoho Show on Apple TV, presentation going "black" after amount of time.. (IOS13, Apple TV 3rd GEN, Zoho Show Latest Build)
Since a couple of weeks (after upgrades to IOS13 and most recent Zoho version of APP) we encounter an issue on a presentations which is looped in our public space. It will run fine for say 40 minutes and then suddenly in a transition (random point in the PPT) it will go "black". Only solution is to restart the presentation and sometimes even requires rebooting the Apple TV. It actually used to run fine for hours, this is a recent event, and no significant changes were done at the slideshow/presentation
refreh token with auto access token
How to create access token automatically using refresh code. Without clicking anywhere.
3 forms on the same page
Hi, is it possible to insert 3 copys of the same form on the same page? When I do, all forms share the same validation and do not let me send any unless all have been fulfilled. I read this other question: https://help.zoho.com/portal/community/topic/one-page-with-two-forms But the answer seems not to work for me. My number corresponding to the "checkMandatory" is much more complex than a single number. And when I modify it, it breaks the validation and lets me send the forms even empty. (sorry my
Enabling a CRM Portal user edit access to a record created by a site administration user
I have a simple custom module that collects information for a change request created by the site administrator and subsequently updated with further details by another licensed user.. The custom module lists the end client contact as a lookup field in Contacts module as responsible for approving the final price. I have set up the client contact through a Client Portal and am able for them to login view their contact record and view the list of change requests with which they are associated by way
Expanding subform
Hello, I created a form (called Orders) which contains 5 fields and a subform. (in fact this form is a customer sales order). I build another form (called Items) which will contains each items requested and linked to the Order form. Items Form contains about 20 fields. I insert the Items form in Order Form as subform. My visual problem is that adding a new items, the Items form displays the 20 fields on one row, which is not optimal to be worked... Ideally, I would like: - for each order, to display
Zoho Deskのモバイルアプリで活動（タスク、通話、予定）が登録できない
iOSを使用しています。モバイルアプリのバージョンは2.2.20です。 ある問い合わせに、活動（タスク、通話、予定）を追加したいのですが、UIのなかに見つけることができません。 このモバイルアプリはまだ対応していないのでしょうか？
CONDITION FIELD
I need to create a condition for LEADS so that if LEAD with lost status cannot convert.
Help me understand
Hi guys another question here Im following the CUSTOM-ACTION-EXAMPLE thats posted in here, heres the function thats passing the multiple values to the stateless form to be edited void employee.showPayHikeForm(Employee employees) { querystring = ""; for each employee in employees { querystring = querystring + "empid=" + employee.ID + "&"; } openUrl("#Form:Salary_HikeForm?" + querystring,"popup window","height=400,width=400"); } I noticed several problems with it as its is setup, I have a similar
Option for 12-hr time format?
Ok, I live in America and poor Americans generally don't use or understand the 24-hr time format unless they were in the military or had a specific reason to learn it. I know, I know... So, would it be possible (or is it already) for Creator to provide the option as to how the time format is selected in the widget and displayed in views? I know I can script the output to be 12-hr format, but it's the poor person entering the time in the form that has the biggest problem. Any help? Datazen1 datazen1@gmail.com
2019/11/28@WeWork 大名 福岡開催 5社限定セミナー：中小企業・士業が勝ち残るための 集客効率化・生産性向上セミナー
5社限定 参加費無料セミナーのお知らせです。 中小企業や士業を取り巻くビジネス環境を考えてみると、 士業の場合は競争に勝ち残るための課題は顧客の期待に沿うためのプロフェッショナルワークはもとより、ITサービスの台頭やエリア越境の競合の進出や付加価値を上げるための時間の創出などこれまでとは考えられないようなレベルの課題となっています。 また中小企業では人員育成やITを活用した働き方改革への取り組みを売上を維持拡大しつつ達成する局面に来ています。 これら課題への打ち手の準備はできていますか？ 本セミナーではZoho CRMを利用した、 ・集客、セールスオペレーション、バックオフィスの見直し方法 ・生産性を上げるためのプロセス再構築のポイント ・集客につながるWebサイト広告やサイト構成の組み方 をWeb集客とZohoのプロフェッショナルが参加者に共有します。 お申し込みと詳細は以下のリンクから https://peraichi.com/landing_pages/view/20191128
Telephony Module built into Zoho
I'm looking for an easier way to record my call results from the telephony module using Twilio. When the call is complete, you can enter notes or create a new action. Is there a way to insert call results into the Call pop up screen after the call? I'm trying to build reports and I am updating a field called lead status, but when I run a report, its not pulling the data. If I can just select from a drop down call results that would work perfectly for me. Thank you in advance for your help.
Close button in help center
Hello, I need to turn off the option for customers having the ability to close tickets in the help center as this is not a feature we want them to be able to do. I found that there was one answer: Please find the code below and it under Setup->Helpcenter->Helpcenter Customization->HTML/CSS->CSS #closeRequestbtn{ display:none !important; } But this does not seem to work anymore. Is there any other way?
First Response Time - Different Between Desk Report and Analytics Report
I need some help to understand how these two reports are different. In Desk, I go to Reports>Overview and look at the First Response Time. The number I get is 7 hours and 13 minutes, When I go to Analytics, and create a report for Average First Reply Time, for the same Department, and the same time period, I get 3 hours and 15 minutes. What is being calculated differently here?
Select a group of items in a subform and sum the value of a field of these group of items.
Hi, I am very new to these deluge scripts, I am creating a system here in Zoho Creator. I have a group of items in a subform, In here I have a field called "Bill N°", that has the choices "1", "2", "3", "4". also there is a "Price" field for each item. What I want to do its take all the items in this subform that are in the "Bill N°" choice "1", and take all the prices in these group of items and then sum them all to get a total in another field outside the subform. I was following this guide: https://www.zoho.com/creator/help/tutorials/advanced-app-building.html#Subform-Actions.
Mail contacts and CRM integration
I have, after a slight battle, loaded up Zoho mail and CRM. I was hoping that contacts created in mail would appear in the CRM, and some web help pages suggest this. Its not happening for me. Is this because it is not available for free versions or have I missed something in the settings? thanks
Zoho Campaigns - Community meetups in the US (Midwest)
Hello everyone, Zoho Campaigns team is under way and ready to have a closed group meetup with you all. Join us for our next round of community meetups in the US from September 10, 2019 - October 3, 2019. We've got product demos and smart email marketing tactics to help you through every step of your email marketing. We can't wait to meet you all! Cities: Houston, Austin, Dallas, Phoenix, Denver, Salt Lake City, Minneapolis, Indianapolis, Novi-Detroit, Cleveland, Chicago Topic: How to enhance customer
My email was deleted from Zoho please help to restore it
My Email associated to my Zoho account was accidentally deleted. That email was the administrator email linked to my domain, that was the same email I used to create my Zoho email. I am now unable to log in and add new users. Can someone help me get things working normal back again, I would appreciate any suggestions.
Zoho Desk
Como ya os comenté el otro día, quiero reimplantar Zoho en mi empresa a partir de Enero y estoy “jugando” mucho con el sistema. Antes que nada aclarar que esta pregunta ya la he hecho en Inglès en su subforo pero no se si por el idioma o por mi ( seguramente la segunda opcion ;) ) no me acabo de salir del problema. Estamos instalando Desk para poder entrar desde nuestro dominio, hice las pruebas el Viernes, subdominio, cname..., y todo correcto y al momento, cosa que hasta me extrañó. Pues el sábado
Pivot table column
I can create tables with three columns. Is it possible to place the second column below the first one and not next to it (as in xls)
Show only before today
I have a widget that counts rows of data. I want to have a filter based upon a status and also a date filter that will only show data from before Today. These are filters on the widget. Is this possible? I can add the date filter but can't see something that gives the option of less than today. Thanks Steve
How can I display the last date time the data was imported
I would like to have a widget on the dashboard that displays the last time the data was updated or imported. I am running on-premise and have a scheduled import to run every hour. I could create a formula column in my data table and have it update to something like Now() to calculate the date and time the data was updated. But this actually refreshes on the widget to display Now. Let's say the import engine stopped for a few hours or days, the widget should pick up the last time the data was updated
Disable "Autocorrect' on mobile for specific text fields
Hello, It would be awesome if we could disable Autocorrect on specific text fields. For instance, we have a field in which we collect cars license plate… Unfortunately, in the mobile app, the Autocorrect often modifies the entry, without the user noticing... Same thing happens with first names and last names... Thank you in advance, Jonathan
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