Subform - disable 'add entry' if mandatory fields not completed
Hi all, I've been playing around with a few different ways to solve this and none of them work perfectly. Is there are way that I can disable 'add entry' on a subform if some mandatory fields in the previous row have not been completed? I.E. in row 1 the mandatory field has not been completed therefore they cannot proceed to add a new row 2 etc etc. Thanks! Lindsay
attendance workflow
hi I have created an app for attendance of my staff, with two forms 1 form1 ; name of staff and other details form 2; I linked the name of the staff field to this form and used radio button for entering present or absent including date now I want to trigger a workflow on month end detailing the attendance of each staff (like no present or absent ) how should I fetch data for each record and count the number of presents or absents thank you teja
Amazon sales data
Relational reports from disparate sources: Business Use case 1) The reports on amazon associates affiliate site do not provide an amazon Seller Order ID: # XXX-XXXXXXX-XXXXXXX 2) The amazon associates affiliate reports do provide a time/date stamp for when the order was placed. 3) the amazon associates affiliate report contains a sales order time stamp for the conversion: Date YYYY-MM-DD HH:MM:SS 4) The amazon associates affiliate report and the amazon seller central Sales order data contain
Zoho and Microsoft Edge/Windows 10
Hi, Are you aware of any compatibility issues with Zoho Recruit and Microsoft Edge/Windows 10 or just Internet Explorer in general? I have an applicant using Microsoft Edge who cannot submit his application - he gets no error messages, just when he clicks "Submit" nothing happens. Just wandering if it has happened to anyone else. Thanks!
Should I use ready made scripts or a custom solution?
I am planning to get my own recruitment company and found this ready-made job portal script : https://www.logicspice.com/job-portal-script. Should I go for this or create a website from scratch?
Outgoing mail not working (Apple Mail)
I have gone through and ensured the smtp settings are correct. I can send mail through the zoho web page but not through mail Mac Mail as of three days ago. Attached are screen shots of the settings. Please let me know if they are incorrect and how to fix this issue. Thank you
Zoho rejecting Instagram business account?
I tried switching to personal then back to business, disconnecting and reconnecting, logging in and out of both Instagram and Zoho, and I keep getting the error message when I try to authenticate. Does the account need to be verified as well as a business account?
Domain Verification failed
HI, This is Sashi and my domain name is khaalminate.com. i have tried verifying domain by adding txt records and cname records also. but iam unable to verify domain. please help. thanking you
Internal Task List on External Milestone
It would be great if we could have an internal task list on a milestone thats external. befound
Language Settings
Its great that with ZOHO Recruit we can change the language setting within the application. But the job boad for example is in english. We really need an option to see the details in French... or be able modify the field names/labels in the customize tab to French. It seems currently this isnt possible... Thanks for your help Juls
Month Name
I want to extract the month from a date as "Jan","Feb","Mar" etc It seems to me that I can only use getMonth() to obtain the month number and then construct a if,else if,else if,else if etc to test the number and apply a string value, through 12 iterations if the month is "Dec" Is there a swifter and/or more elegant way to code this? Thanks Greg
User not show in mentions list
All user users can appear in the dropdown when I mention to anybody in the notes or description text area, but one user particularly not show. There is exist some rule or something for that user not show? privacity? security? Thanks
ZOHO DOCUMENTS DISAPPEARED
Is anyone having the same problem. All my documents disappeared last night. My account is synced to my computer. It is now trying to resync but my ZDOCS are not opening. This is what I get when I try to open a ZDOC. {"resource_id": "44ys8d1496a5abaea43f28e2b173f6215da9c", "url": "https://writer.zoho.com/writer/open/44ys8d1496a5abaea43f28e2b173f6215da9c", "doctype": 1}
Updated MX, SPF, but still got error -- Reason:553 Relaying disallowed. Invalid Domain
Hi Support, I used Zoho email service to receive and send emails under my domain (following your MX and SPF instruction, it was easy). My domain hosting was with another vendor. Everything was great then. But there is a problem now. From last year, my domain was deactivated. Following the deactivation, I received two notices from Zoho that the DNS MX and SPF records were not pointing to Zoho any more, which was expected. Now I re-activated my domain and also reconfigured the MX and SPF on the DNS
Phonebridge API
Hi, We are trying to integrate our custom pbx with zoho crm for our client, who already has an account with zoho crm. We are developing this on a trial account. Is there any limitations on trial accounts for using phonebridge apis ? We have managed to successfully add the pbx to the available provider dropdown. However, during the call event notifications we get "Insufficient Privileges to perform this operation. Contact your Administrator.". What could be the possible reasons. Please help us to
I'm not more receiving mail
Error: ResponseCode 421, host not reachable
zoho social + crm
hola compre la version de zoho social y ahora quiero anezar crm pero no encuentro como hacerlo , claro de crm a social si lo hay pero de social a crm no existe?
PhoneBridge Scopes related
Hello everyone I am trying to generate an access token that I can use to access the PhoneBridge API from my application . I am using the 'Self Service Client' method to generate the 'Authorization Code' that is required for generating the 'Access Token' and the 'Refresh Token' Now to generate the 'Authorization Code' using the 'Self Service Client' method the scopes required by the application need to be specified. But even after a lot of searching I am unable to find a list of 'scopes' that are
Add Web Tabs to Zoho Connect
Hi Team! I love the web tabs feature that has recently been added to Books, and I know it would be really powerful if we were able to have web tabs inside Connect! Thanks for all your hard work!
I cannot see all the cases of all the departments.
Hi community, I have the following problem: The option to see the tickets of all the departments is not working. I attach video. I hope you can help me. Thank you.
How to load list of participants in the event over API?
Hello, Is there a way to load list of invitees/participants of the event over the API? We are able to load the event by its ID, but API response does not contain information about invitees/participants (on the UI we see that event has 7 participants). Thanks!
Currency
Hi, I want to add products with different currencies. Example: I have excell with TL also I have excell with Euro. I am usin multi-currency in zoho crm, my base currency is TL When I tried to add Euro excell the system adding product with euro. How can I add my euro product with euro currency. Best
Sort Order Custom Fields
Hi, would be nice to add sort order for Custom Fields. That way I can control what order they appear in when editing or creating a new document. Thanks :)
Error 554 5.1.8 Sender Address Blocked
I am getting this error message for several days. LIFEAINTFAIR@ZOHO.COM
Can't login Zoho mail
Hello I cannot log-in my zoho mail. But I can login to zoho connect.Please advise. My boss the admin did not know about it. I thought he disable my account but he says he did not do it.
Não consigo enviar e-mail para destinatários @hotmail
Bom dia, não consigo enviar nenhum e-mail para destinatários com o domínio @hotmail.com, o que está acontecendo?
Spotlight 11: Present your sessions efficiently
Every session at your event needs to be properly planned to provide value for your attendees. Previously with Zoho Backstage, getting your presentations in place and delivering them on event day was done from the Sessions tab in the Manage dashboard view
Log of amended attendance
Good morning Is there a way to report on attendance showing when a log has been amended? eg if an employee check in but a line manager amended the times, can we still view the original log somewhere? Thanks in advance
ZOHO Desk Feature Request for KB
It'd be great if we were able to add an article in the KB to more than one location. Where you have something in the billing category, it could be something like, 'how do i login to the billing platform' - that'd fall under billing, general and faqs - but in the KB although we can tag the article, there is still a need to put that article in two other location without having to recreate the article in said respective locations. If you create the article 3 times you have to go back and make edits
Lost notes data
Hello, in Zoho CRM I can not see my last notes. This happen in all the contact that have more than 10 notes (I know that there are more notes because in the left there is a small number near notes that show how many notes you have for the contact). How can i fix this problem?also in the search there aren't the last notes. Thanks!
Marketer's Space - eCommerce Solutions - Segmenting Customers
Hey there! In the series' previous post, we discussed about abandoned cart recovery emails for your ecommerce business. Today, let's look at the final topic. List segmentation based on purchase activity In addition to targeting important customers, Zoho Campaigns' ecommerce solutions can also help you create dynamic list segments. If you're not familiar with list segmentation, it simply means breaking up an email list into smaller lists based on certain criteria. This allows you to group certain
System-Defined Fields?
Is there no way to work around deleting system-defined fields? Specifically, 'Closing Date'. In the Opportunity/Potential space, we do not always have a closing defined in early stages. I suppose we can just put the date out several months, but then we are putting inaccurate information into our system - which is not best practice. However, I do not understand how a system that is supposed to be customization would place fields in that cannot be removed if unwanted. Please fix this Zoho. Thanks,
When trying to import Items into Zoho books I am getting an error as "Inventory Account: The value for this column is either incorrect or it is not the expected value."
I am trying to import items in our org from an CSV file. few Items are getting skipped with this error "Inventory Account: The value for this column is either incorrect or it is not the expected value.".
CRM Functionality
Has the ability to hide and display sections in Zoho CRM been added. Thanks Bob
Custom Currency Field sends through webhooks with 1 decimal if the number is a whole number
Hi, we have created a custom Currency field in Zoho Desk with Decimal Places set to "2". Rounding is "Off" and Precision is set to "0." The problem is that when we enter whole number like 420 and it gets sent to Zoho Flow, the number that gets sent is 420.0 420.0 doesn't make any sense. It needs to be 420.00 If the amount in field is something like 434.76 then it gets sent through webhooks appropriately. Can you please fix this? We are trying to tell users a dollar amount and when it says 420.0
Please enable Workflow Rule to execute on public comment
We do not use reply in our organization. All of our agents use public comments. When I try to create a workflow rule, I am not able to execute on Public Comment. My goal is to send an email to the agent (and one additional person) when the agent posts a public comment. I know the agent gets notified if customer posts public comment, but I want a notification to be sent to the agent when the agent puts in a public comment.
Booking meeting appointement linked in CRM /Calendar
Do you plan, as for appointments and calls, to provide customers with the opportunity to make a meeting appointment connected to the CRM and to Google calendar With a feature to insert the appointment in its agenda See attached screen copy
Assigning leads to territories
When a lead comes in, we need to assign that lead to a sales rep based on the territory they cover. It seems crazy that you can't do this. Who worked the lead that became a DEAL or an Account, if it wasn't previously assigned to that someone?? It looks like the only way you can assign leads is by creating a workflow and having to manually type in every state. It would be so easy if you could use Territory Mgt. I must not understand the purpose of it.
Only 10 notes on leads are showing
Hi We are experiencing a problem where only a maximum of 10 notes on our leads are showing and the rest are hidden. I believe that this is a bug in the interface. If I navigate to a Lead that has fx. 15 notes attached, 3 notes will be showing by default and the top right corner of the note element says 3 of 15. The notes shown are however not the newest and when I click View Previous Notes only 10 will be shown. Is there something I can do to view the remaining 5 notes or is this something that can
Accounts, Contacts, can i change the system-defined fields ?
Hi everyone, i've just start to use zoho crm, and i would like to know if it's possible to change system-defined fields on the Native Account or Contact Modules ? For example : Account Modules I cannot change Account Name to a fields ```ID Account``` who will an auto number field. Is there any advice for me to reach this result by using native Account modules without creating totally customize module. Thanks for your answer.
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