Accessing a Custom Field when creating a Task with Zoho Projects API
We've created a custom field called Target Date through the Zoho Projects Portal, and are now trying to access that field with information I'm passing to it. First we thought just formatting it as a JSON string by hand would work, but it didn't so we looked into the structure more. When we get the project details of a task that already includes a Task Date, we get this structure: 'custom_fields' =>
array (size=1)
0 =>
array (size=3)
'column_name' => string 'UDF_DATE2'
Monthly services invoice
Greeting! we are a small internet service provider are giving services to our customers. 1- all Service payment from customers are advance and customers should pay their invoice before start new month. 2- all customers billing date is 20th every month . it means customers should pay us maximum on 19th every month to renew their service for next month. Question: My question is that How I can setup my Zoho that make invoice about 4-5 days before 20th ? because I should send invoice of service for customer
History of state transitions
Hi, We have a custom made module. We can get a report of last statuses of the records in this module but we are not able to see transition history of all records. Is there a view or report to see transitions of all without looking into the timeline of each one? Thanks,
Product name not displayed under a department
Hi, I have added a product under a department. But in help center, that particular drop down is not coming under that department.
Page sense snippet testing not responding
Hello I have a Pagesense snippet on this site https://profitsavvy.org It seems to be correctly installed. When I click 'verify snippet' it opens a test window but there is no response. When I do the same thing with a site that does not have a snippet it does the same thing but then responded to say "snippet not found". I have run the applciation for several days without logging any responses so I belive the snippet is not working properly. Can anyone assist? Thanks Scott
Zoho Meeting Latest update: Gmail add-on for meetings, raise hand and allow talk feature for attendees from iOS app
Hello, We are so glad to share that G2 has named Zoho Meeting one of the best webinar software solutions this year. Here are the updates for this month. As we gear up for more feature additions and enhancements, we want to thank you all for your feedback and support. You've been great evaluators of Zoho Meeting and a source of motivation for us to make it better every day. Now, let's take a look at the updates this month. Meet online from Gmail Collaborate in online meetings directly from your Gmail
Twilio Alternatives
Please consider Twilio alternatives such as (1) https://www.plivo.com/ (2) https://www.bandwidth.com/. Both a cheaper options that would save your clients money on sending/receiving SMS/calls.
What can Zoho CRM do for your financial services business?
The US financial services sector is the largest in the world and contributes a massive 7.4 percent (or $1.5 trillion) to the U.S. gross domestic product. Firms are extremely competitive in this large and highly saturated market, making it difficult for a new entrant to survive, let alone thrive. With dime-a-dozen players for the customer to choose from, growing and retaining business requires going the extra mile to make the customer happy. To do this, a business needs to have the right technology
Unable to connect SMTP server:smtp.zoho.com Reason:Authentication failed:535 Authentication Failed
I'm tring to configure SMTP in my gmail, WordPress and Prestashop and it gives me an auth error. I tried with and without Two steps auth. Also with TSL and SSL. Nothing worked. I allready send an email to support, no response. Regards.
Possible to use CSS to override "Description" Label as well as "Attach Image/File if Available" label
on the customer portal, when customers are putting in new tickets, Is there any way I can use CSS to override the label of the "Description" field or the "Attach Image/File if Available" field? I don't want to create a new field for description as the Zoho Release Description field has the fany toolbar with buttons to make Bold Italic Uderline, Font, etc. Additionally, the Attach Image/File if Available field doesn't even show up for me in the layouts as admin. I only see it as customer inputting
Where is the API to use on Wordpress Campaign Plugin? IT´S MISSING
Hi guys I Just start using a free Zoho Campaign and I´m trying to connect to a Zoho Campaign Wordpress Plugin. However at API´s section doesnt showing the generate api only the ZSC key which shows as invalid in the plugin. What's happening why is missing? The api section only shows this info:
How do i show menu on signin/signup form
i want to show menu bar on my website that i have created on zoho on the signin/signup pages .so there any solution to overcome this. i request you to me with the issue
InteGreat 1: Integrate Zoho Creator with Zoho CRM
Hi everyone, Today, we'll look at how to integrate your Zoho Creator application with Zoho CRM. As you might already know, we offer pre-built integrations that you can use to integrate with most of our Zoho products and other third-party services. So that, you don't have to spend a lot of time writing code to integrate them. Also, you always have the option to use REST API to connect all your favorite apps, if you don't find a pre-built integration defined for it. Understanding the Integration field:
Sent folder is missing
The sent folder does not show on my iPhone email. I have the email as pop. I have 3 other Zoho email addresses set up on my iPhone and they are showing the sent folder. How do i fix this?
Sent folder is missing
The sent folder does not show on my iPhone email. I have the email as pop. I have 3 other Zoho email addresses set up on my iPhone and they are showing the sent folder. How do i fix this?
Menu Management Screen Blank in Admin Panel
I am the owner of our Zoho One instance and created a new Tab to organise all the businesses applications, however when I go to the admin portal and then click on Applications/Manage Tabs nothing appears, see below: This stops me being able to edit or remove any existing applications, tabs, etc
Asterisk Bridge and Dial Codes issue.....
Having an issue setting up the bridge for asterisk 14. Just to clarify I have successfully had it set up prior utilizing just LOCAL:0 as the dial code. But then I had an issue on the asterisk end using PJSIP extensions rather than just plain SIP - so I removed the old bridge and decided to try and make a new one. Now I can't get past the stupid Dial Code box because regardless of what I put in there it keeps erroring and not letting me save. Even if I copy and paste the format given in the example....
End users to agree to terms of use or support policy before activation
I'd like to see Desk offer a feature where when an end user is invited, Before they get to the page to set their password, They should be forced to agree to the support policy or terms of use of my company. Hope to see this in the near future
Can’t Connect outgoing mail server
I am getting an error message saying I can’t connect to the outgoing mail server. I am using iPhone.
Unable to recieve mails
uable to recieve mails @winsomeleathers.com please help
Ticket Bundling Request
Zoho, please consider adding ticket bundling. Our previous ticketing software offered this feature, it allowed you to create a parent ticket under which you could bundle other tickets. That also made it possible to track all time against the parent ticket if desired, though that feature is less important. The need for ticket bundling is fairly common, for instance we just had a Client's property get hit by lightning and we're tracking issues on multiple tickets related to it. However if we go to
Phone Bridge for Asterisk 14
Hi ZohoDesk, Do you have a version of Phone Bridge that will work with Asterisk version 14.0.1? or specifically FreePBX version 14.0.13.4? Regards, Terrence
Zoho Connectの外部ネットワークの仕様
Zoho Oneに含まれるZoho Connectにて外部ネットワークについての質問です Zoho Oneに含まれるZoho Connectにて外部ネットワークを作成した場合、 以下のメッセージが表示されます。 確認したこと 1.Zoho Oneの料金詳細（https://www.zoho.com/jp/one/plan-details.html） 「*Connect内部ネットワークのエンタープライズ機能はZoho Oneに含まれています。 外部ネットワークは別途購入が必要であり、Zoho Oneパッケージに含まれていないことに注意してください。」 と表示されている 2.Zoho Deskのポータルの記載（https://support.zoho.com/portal/jpzoho/kb/articles/difference-of-internal-external-network） 有料の内部/外部ネットワークどっちがお得？ グループウェアとして内部ネットワークでできることは、外部ネットワークで全部できます。 ユーザー数が101名以上の場合は、同じかそれ以下の料金でユーザー数無限の外部ネットワークがお得になります。
Zoho account and API Zoho Project
Good afternoon, I am making an implementation of the Projects API, when I make the request for User Authorization Can I add the client's site as an authorized site in my Zoho account so that it does not ask me for authorization again?
Print Status
Hey Everyone, Curious to know if anyone knows how to retrieve "print status" of a single record? Setup Example: Form has "Status" radio button with "Printed" and "Not Printed" as two options. By default, upon form submission, "Status" is set to "Not Printed". Usage Example: Add new data to blank form and submit > go to form records > select record to "Print as Summary" > "Status" changed to "Printed" I can easily manage the deluge script for altering the status (I think lol), but can't figure out
Emails not being received
Our company is recently being told by some of our clients that they are not receiving our emails - this is new. We have IMAP setup and are bcc-ing other cloud-based applications (like gmail) that ARE receiving our emails but the end clients don't seem to be. Is there any setting that anyone has used that could help with this? I've been reading about SPF but not sure I should do that or not at our root domain. Thanks in advance!
Zoho Creator - Fire notification after approval if end date has passed
Hi All, I'm new to creator and could use a hand solving, what i suspect to be, a very simple issue. I have two fields: Start and End (date and time fields) On approval I need to fire a notification if the end date has passed Attempted this: And this (which errors at line 1) if input.end =< zoho.currentdate; { sendmail [ from: me@zoho.com to: you@zoho.com cc: <cc> bcc: <bcc> reply to: <reply_to_address> subject: please fire message: please fire content type: <content_type> attachments:
Zoho People and Zoho Showtime integration
Hello, Now that an organization can offer on demand trainings on Zoho Showtime, it would make a lot of sense to integrate people and showtime. As part of onboarding and development plan, I want to be able to have the possibility to assign courses to employees and they get automatically registered in Showtime to follow the course of the platform. Is there a plan to offer that level of integration between the two apps ? Thank you Regards, Victor MdS
I do not receive email
Hola. Tengo un problema con mi cuenta donde no puedo recibir correos electrónicos. Mi dominio es gruposaletti.com Recientemente cambié de hosting.
Inbox- sender name
So I logged in this morning, to see that instead of sender name alongside emails in initial inbox view, there is now a 2 initial picture. So on loading inbox my emails now read CC, T&, MA. This is somewhat useless in terms of working out who the message is actually from, one must now open the message or hover over/ tap the picture.... This is happening on laptop & tablet, but not mobile phone. What do other users think of this design change? Is there a way to turn it off? If not, I will be closing
Streamline holiday leave requests with online forms
Hello fellow form builders, This is part two of our five-part series on "Getting ready for the holiday season with Zoho Forms." This series aims to help you make the best of your forms and grow your business this season. The best part of the holiday season is taking that much-needed break from a stressful work environment. However, the process of approving leave in an organization, also known as time off, is not as easy as it sounds. This process is highly prone to delays due to chaotic paperwork
Missing Access Console of CRM Connectors.
Hi I might be being a bit thick but I cannot see Access Console of CRM Connectors.when logged into developer I can only see Vertical Solutions, Zoho Creator and REST API.
Unable to add contact (to sign) on Ipad Air (Ipad Air
Hello, i am having issue with being unable to add contacts to sign when using Zoho Sign. This only happens when using tablet. I have tried using the Zoho CRM (Version 3.5.2) app (from ios store), as well as the latest safari and latest chrome browser.
Zoho Webapp Performance
Hey Guys, So first of all, I'm a big fan of Zoho products. I use the mail for my own domains. I'm a sys admin and my company was looking for a new ticket system and of course Zoho Desk was one of the first to come to mind! Well we signed up for a trial, and oh man.. The web app is not very good.. Even on my Huawei Matebook Pro X with an i7 cpu, 16gb of ram running Ubuntu the interface / animations would slow to 1-5fps when switching from one ticket to another. Various menu operations were equally
Quantity pricing in inventory?
Is it possible to have pricing for an item where you might pay, for example: $5 for 1-10, $3 for 11-25, $1 for 26-1000? Is this possible to do without creating multiple of the same items with slightly different names and prices? Thanks, -Tom
Marketer's space - Social merge tags
Hey there, In the last series, we saw how you can use our e commerce solutions in your business. In this week's series, we'll look at how you can take personalization to new heights by implementing merge tags. Your contacts might receive many campaigns and newsletters every day. Taking an extra effort—like adding a personal touch—can make your campaign stand out. Simple things, such as using your contact's name to greet them, make a significant difference in your campaign reach. To this end, merge
554 5.2.3 MailPolicy violation Error delivering to mailboxes
Seems like there's something blocking the mail sending from the following address: office@vmcomp.ro We've been trying to communicate for months already. The addressee is my e-mail address
Recieve payment for invoice API
Hello, I have an integration scenario where when a customer pays an shopify order then a sales order is created in zoho inventory and from sales order we create a sales invoice using deluge script. I want to mark the sales invoice as "paid". I am not able to find as by which API I can do it automatically. I can see there is API to mark invoice as sent but no API to mark it as paid ? Ex call I have. I want to use "paid" instead of sent but that does not work (it says invalid url). So which API is
Free Webinar: Expedite business paperwork with smart document automation using Zoho Sign + Formstack Documents
Zoho Sign–our complete digital signature solution for business signatories–now integrates with Formstack Documents (formerly WebMerge), a cloud-based document generation and automation tool that leverages an extensive list of integrated services with over 150 third-party applications spanning categories such as payments, accounting, CRM, HRMS, and online forms to help streamline paperwork. In this webinar, experts from both Zoho Sign and the Formstack Documents team will explore how you can use Formstack
Zoho CRM Microsoft Outlook Plugin
Hoping someone can shed some light on this for us! We have recently been testing the Zoho Outlook plugin as we wanted to be able to sync our calendars to outlook... When adding a new event/meeting/etc to Outlook it instantly syncs to Zoho CRM and appears in our calendars which is amazing, however... when adding events directly into Zoho we have found it's not syncing to outlook unless we open the plugin menu and click 'Sync Calendar'. Is there anyway for Zoho to automatically sync to the Outlook
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