Zoho Customer portal
Hello It is OK to show portal log in user only his belong report by add condition to report to show only Email but what if user will use form to apply leave for example , look up field for employee list will show all employees, How to show log in email user only ? Thanks Fahad
Add email to receive Scored based notification
Hey, Id like to know why I can't set up to some users to receive notification emails of the score based view function, please. How can I add contacts of m company to receive these notifications? Thank you
Is there a way I can delete/hide POTENTIALID from the reports?
Hi, As the question states, is there a way for me to hide or delete POTENTIALID BEFORE exporting or emailing my weekly reports? This takes too much space in my sheet and useless in the report.
How to migrate users from Zoho to G suite?
Is there a document explaining how to migrate users (email at least) from Zoho to G suite? Our organization chose Zoho because it is more affordable/free, but the limitations with calendars have forced us to move to Google.
Page Sense
Hey i made the screen recordings on zoho page sense, but it is not recording my site correctly - i cant see anything the page looks like he is not loading the CSS and so the records make no sense. THX for Help
Free version to Trial version
I've created a Free version to check out the possibilities and now would like to test the Trial version, how do i go about doing so? After I'm done with the Trial, can i choose the Lite plan? I will definitely not need the Premium plan. Thanks.
Is the functionality of Commerce a superset or subset of the Zoho Sites?
Is the functionality of Commerce a superset or subset of the Zoho Sites?
Best Dashboard
in zoho analytics it is possible to make this type of bullet and line graphics. Attached image...
Add new Search command to API to enable more useful SoftPhone integration
This idea is about adding a full search request of all Modules to the API commands. The search should invoke the same search mechanism as pressing the magnifier with selection all Modules in the manual Recruit operation. The command should work similar as the GetRecords API method. The result should preferable be similar to the result in the normal search mode, i.e. all objects where the search entry is matched will be shown with links to the objects in a window. The function will be used for simple
ZOHO API contacts
Hallo community, this is my first topic here and my question is, we have some Contacts with more than 3 E-Mails or 3 phone-numbers, how cann we add them to our zoho crm using "ZOHO API , phpSDk" , all E-mails and Tel-Numbers should be added? thank you and regards
zShare button takes me to Social Splash page not publishing
I access Zoho Social through my Zoho One subscription. I am using Firefox for Windows 10. I have the Zoho Social extension installed. When I click on the zShare button at the bottom of a photo I want to share it takes me to the general information page about the product and not the publishing page (see attached screen grab). This is despite me having my Zoho Social Dashboard open at the time in another tab. Can anyone help me with this? TK
Auto-search & Populate address fields
Hi, more and more websites with forms have the ability to have suggested addresses pop up in a drop down box when you start to enter an address in the address field. In Zoho you have to type in the whole address. It would be great if you could start to type the address and then select the address that pops up that is the one you are after. It would save a lot of time and ensure the address is accurate.
554 5.2.3 MailPolicy violation Error delivering to mailboxes (in reply to end of DATA command)
I keep having this issue: Nov 10 07:43:45 ubuntu-s-1vcpu-1gb-nyc1-01-konzept postfix/pickup[21494]: 613C53FA77: uid=33 from=<www-data> Nov 10 07:43:45 ubuntu-s-1vcpu-1gb-nyc1-01-konzept postfix/cleanup[21683]: 613C53FA77: message-id=<a5a97c8e17e7d9c8381b5cb9ca2adc29@hotelromi.com> Nov 10 07:43:45 ubuntu-s-1vcpu-1gb-nyc1-01-konzept postfix/qmgr[1213]: 613C53FA77: from=<www-data@LEMP9ef2c9jkns201906251d2712>, size=6531, nrcpt=1 (queue active) Nov 10 07:43:46 ubuntu-s-1vcpu-1gb-nyc1-01-konzept postfix/smtp[21685]:
Assist is not opening
I am a new user to Assist and when opening I am just seeing a spinning circle on screen - why is this?
Cannot find setting in report to define iCal url
Hi There, I have created a Calendar view, and can see in the old documentation that you can create an iCal feed from that. But in my view, I do not have such a setting. Has this changed? Or am I looking in the wrong area? I need this as we are building a planning app; I want to be able to see Creator's item's next to my calendar items in the iCloud environment. thanks a lot for helping out! Boudewijn
Tip of the week 49 - 5 tips to maximise engagement this holiday season
In reality, holiday season marketing is all about crowd control but in the virtual world, every email marketer needs to create their own crowds. From assessing the lists, planning the campaigns to sending them and evaluating the reports, this season is a tiresome testing ground. Today's tip of the week is all about five hand-picked areas which are often ignored while planning for the holiday season email marketing. These points, no matter how negligible they have been, they are rather quite useful
Sort of Completed Tasks in the Tasklist
completed tasks goes always at end of the view of the tasklist, no matter where they stood before. is there any way that the task will be at the same postion in the view were even when it's complete?
Google Chrome Display Issue
Hi, Please see attached image. Small display issue with Google Chrome Doesn't line up properly. Works fine in Firefox
Zoho Books needs budgets.
Hi, Zoho Books needs budgets. There are two things which Zoho Books needs to fix as soon as possible. 1. The budget function. Other writers have commented how crucial this is to any vigorous enterprise. 2. The ability to format Balance Sheet and P & L reports. This also leads to the need for comparison columns to the previous year or period. These changes will enable Zoho Books to truly compete with the big boys and not be accused of being a Mickey Mouse system! So when do you estimate
Adding A User
I sent the email invitation to a person that I want to be a user (my partner), and when she gets to the site she is required to enter an email address and password. Does she need to sign up to ZOHO to gain access or should she be able to login to my account and be assigned a password?
Filter Email Events in a separate folder
How can i filter calendar events from Inbox in a separate folder? See green arrows In filter options i dont see nothing about types of email inbox. But as see you know how to differ these (by the icon), i guess there is some way to filter them.
Email Views in Accounts Module
Hi In my Accounts module, under emails, I can sort to see by the name of each individual contact, or by "Accounts - Sent mail from Zoho CRM", but there is no option to see all "Accounts - Received by Zoho CRM"? Am I missing something obvious? Any help would be much appreciated. Thank you :)
Problems receiving messages on Wordpress / hosting provider Hostinger
Dear all, I am experiencing problems using my email accounts with Zoho as sign up and contact form point on my website (built with Wordpress and hosting provider Hostinger). I have 5 email address in total with Zoho and none of them are working to receive messages from my webpage. Can someone please assist? Thanks, Alex
403 Error
Good, I am setting up Desk in my domain, yesterday I did it and it was OK, today I have been with a 403 problem all day, the cname and the subdomain are fine. (Clients.zonaprotegida.es) What I can do??
SPF Verification not working
The Tool inside my Zoho shows the correct TXT record however the SPF is not getting verified.
Zoho API Create Item
I am trying to create an item using the Zoho API with the following code: curl -d '{ "item_type":"inventory", "name":"Bags-Small", "sku":"123456" }' https://inventory.zoho.com/api/v1/items?authtoken=XXXXXXXXXXXXXXXXXXXXI get the following error: {"code":4,"message":"Invalid value passed for JSONString"} Help would be appreciated thanks.
Mail blocked due to exceed limit
I am blocked due to exceed mail box limit. However I did try to delete more than 1,500 emails. Please check my email state. Best regards.
Subscription for Developer
Hi, I have been developing FileMaker application for last 10 years. I would like to become a Zoho Creator developer. What subscription should I purchase to create apps for customers? Is Zoho One good enough? If I have Zoho One subscription, can I develop applications for any number of customers and share the apps to them? Is there any help articles/blog posts regarding options for developers?
Can't create mailing list
When I try to create a new mailing list, I name it, give a reason for it being sent and click create. Then the button shakes like a 'no you've made a mistake' signal but doesn't give a reason. Is there a limit to the number of mailing lists I can create? I currently have 65 lists. Thank you!
Zoho CRM campaign vs Zoho Campaign
Hi Perhaps can anyone else tell me how is the difference between Zoho CRM campaign and Zoho Campaign? Can I use Email campaign within Zoho CRM and how can I do to? Please help me sort this out.
Zoho CRM API
Hi, I am trying to insert record to a custom module. I am using the C# SDK. Where can I find the sample code for it? I don't see enough discussions for insertRecords in v2. Can you please provide a sample code?
Update date calculation when viewing report
So I am using the Zoho.currentdate to calculate the days a "listing" has been live. Here is the Deluge Script: input.Days_on_market = ((zoho.currentdate - input.Date_listed)) / (1000 * 60 * 60 * 24); It does not seem to be updating when you pull up a record in view. Is there a way to do that? The other option is to schedule it to update every record on a schedule, but that seems overly taxing and not the right way to do it. Suggestions? Colin
Serverside Java SDK .in domain support
I have been trying to access OAuth APIs using Java SDK. Adding .in domain support in iamURL, apiBaseURL and domainSuffix is not working. So is there a support for .in domain or not? Also if not, any timeline for release?
Zoho Valencia User Group Meetup - Noviembre 2019
¡Buenos días usuarios! Tras la noticia de una nueva era en la comunidad en español, ¿qué mejor manera de empezar que con un meet-up? Estamos muy contentos por anunciar que tenemos fecha para la quedada: 26 de noviembre, 2019, en Valencia. Hablaremos sobre productos como Zoho One y Zoho CRM, y podremos compartir experiencias de las que seguro podremos aprender. Por supuesto, tendremos a los expertos en producto, a Zoho y lo más importante: vosotros. Todo en un ambiente amigable con café de por medio.
Record templates header size
Hi, in the Record templates, which is the best size of image to be put in the header and footer? I'm wasting a lot of time to find the right size without success. Please help me. Thanks.
Zoho CRM Accounts - Invoices - Products Modules
Process 1. Create New Invoice 2. Choose the Product (items) in Invoice then save. 3. Those saved Product (items) display in Accounts (As Relative, Associate, or something). 4. Display Field for Product (items) in Accounts is Product Name Invoice Date Product Installed By (This may be custom filed in item) Quantity Thanks Thet Kyaw Linn
Change record to READ-ONLY given a specific field is filled?
Hello, we would like to know if there are any ways of controlling the access right to a record by a specific field in the same record. Problem Description: We now have a custom module called "A", which it is connected to Zoho BOOKS using Deluge Script.
Error when trying to add to campaign from contact list view
When trying to add contacts to a campaign from contact list view, it allows you to go through the filter but when you need to see more than 10 results, there comes an issue and it kicks you out of the process. Need to address ASAP.
How to Copy field dat from one form field into another
as abouve
Failed to receive some message
Hi, I am currently setting up Zoho with Shopify and have been having issues when receiving messages where sometimes it gets sent and sometimes it gives me an "Address not found" error. The "Check MX" tool says everything is fine though. Does it matter if its ".com.au" vs ".com", which is what Shopify automatically adds when I use the Zoho code? Regards
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