Edit Record User Record-ID - Then Use "On User Input" script
I am trying to use the edit record through record ID to update records. Opening the record works fine and on a basic level editing the record also works fine. The problem I'm having is that none of the On User Input scripts for the form run when editing a record this way. Is there a workaround for this, or am I experiencing a problem that shouldn't exist. Specifically what I am trying to accomplish is to have my lookup fields in the edited record dynamically change to display just the item I
ResponseCode 421, 4.7.0 Temporarily Deferred when emailing Hotmail addresses
Receiving "ResponseCode 421, 4.7.0 Temporarily Deferred" when emailing Hotmail addresses How can I proceed?
add column added
add columns added with the sum aggregation function with unique where criteria for each of the aggregated columns
as I do in a query
Zoho One / Assist
Hi, What is the maximum limit on Zoho One subscription for Zoho Assist? We were planning to move our services from Teamviewer being we have a Zoho One account, which includes assist. Is there a maximum limit on unattended? Thanks Dave
What's wrong with this JSON?
Can't seem to figure out what's wrong with this JSON i'm using to update a document before sending it to be signed. I'm currently trying to figure out how zoho works so I can integrate it with my platform but I'm out of luck. here's my file: { "requests":
How do I know the API version of the CRM tasks I use in functions?
I have a working function with the following code: leadinfo = {"Last_Name":ln,"Company":cp,"Email":em,"Phone":ph,"City":ci,"Country":cy,"Qty":qty,"Products2":pt,"Ownership":lo,"Lead_Source":ls,"cProduct":cpt,"IP":ip,"Form_URL":fu,"State":st,"First_Name":fn,"Account_Type":at,"Industries":in,"Implementation_Period":imp,"How_many_Customers":hc}; resp = zoho.crm.createRecord("Leads",leadinfo,{"trigger":{"workflow"}}); I would like to know if this is version 2.0 or 1.0.
Getting Invalid Ticket ID error
Hi, I am getting the following error when I am calling any request CRM API: Request UR: https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=0fed3246284151aea65a768d9e051e90&scope=crmapi Please check the below and error and let me know the solutions. Thanks Shams <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Leads/getRecords"> <error> <code>4834</code> <message>Invalid Ticket Id</message> </error> </response>
CRM appでのtwilio（というか電話統合）利用
こんにちは twilioでＣＲＭ統合で利用しています 外出時にパソコンがない時のTwilioへの着信は不在着信になってしまいます せっかくのモバイルアプリなのでTwilioはじめ電話統合の着信発信ができるといいのですが アプリ開発上そんなにも難しくて実現困難なんでしょうか?
5 tips to boost sales during the holiday season
Hello fellow form builders, This is part one 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. With the Holiday season around the corner, it's high time to start using your forms to drive conversions. Customers always look forward to this time of the year with excitement. They are ready to start shopping and are on the lookout for deals. To help make sure your forms are in
Convert Lead into Account, webhook
Hi, guys! I need to notify 3d party services when lead is converted into account. Is there a way to setup a webhook on Convert? Did not find any information about that Thnx
Image Size
Hello Is there a way to increase the image size in a post? These have too much white space Thanks!
Let salespeople do only sales using the Webmerge extension for Zoho CRM
What happens when an efficient salesperson has been drifted away from the sales process and made to focus on administrative duties such as generating a contract or invoicing? The more time they spend on those administrative tasks, the less time they could
Email initiated campaigns business use case
Campaign support team or consultants below is a real business case that we are struggling to resolve. This is a great opportunity to interact and automate the capture of information for the customer and disseminate/automate data propagation throughout our organization. In this specific business use case we seek to Learn product attributes that are not resonating with the customers or discern logistical/distribution issues where our 3PL provider is not meeting their SLA. In any event there are
Email notifications(reminders) have disappeared after a while.
Hi there, I had several email reminders set up, and when the time comes, the reminders show up as notifications. And I had several notifications but, recently, some of them(the oldest ones) have disappeared. So, do notifications disappear after a while, do they have a lifetime after which they disappear? Some of those notifications were a few months old. Is there a way to look at older notifications if they have not disappeared completely? Regards, Peter.
Zoho project
Hello Team, I have linked Zoho Project data with Zoho analytics. Need help in building 1. No of users filling in Time sheet 2. Project planned v/s actual. Regards Munesh
IMAP states SERVER DISCONNECT, but my IMAP port is open
After using Zoho CRM for a few months, and the IMAP integration working well, I went to update the password on my account and saw that rather than syncing sucssesfully (or not), I was given a SERVER DISCONNECT error. I checked with my IT department, who stated taht your firewall and IMAP ports for the internal email server are open. However, when I checked my host name, the port is closed. Any idea what is causing this, or how it can be resolved?? Thanks in Advance!
Zia
Hi, I think the Zia update would be really useful if you could match Candidates to jobs, so click Zia when on the candidates profile! Thanks!
Edit contact fields via deal
Hi, is it possible to set up a deal so that when it is set to a certain stage 1) certain fields from the contact associated in the deal are shown in the deal (so contact can verify their details) 2) and if needed be able to update from the deal (so that it syncs back to the contact field details) 3) Also the ability for those contact fields to be mandatory only when deal stage is set
Relate task to Campaign
Hi, I cannot relate a task (from leads clients) to a campaign, every time that i create a task from a lead contact this task is already relate to invoice and it cannot be changed. I also attach a screenshot..... Thanks! Regards
Integration Field doesn't show CRM custom module
HI, I created a custom module in Zoho CRM. In Creator, I like to add an Integration field to "link" the record ID to the record ID of this CRM module. However, I see Opportunities, Vendors, etc.. but not my Custom Module. Did I miss something ? The goal is to have the Creator application to be listed as related list in the CRM Module. I could achieve this with the Opportunities / Deal Module, but apparently not for a custom module. BTW, I'm admin in both CRM and Creator. Thank you
Cuando se mueve una tarjeta de un board a otra, se quita los asignados
Al mover una tarea de un panel a otro se eliminan la asignación que ya tenían previamente. When i moved a task to another board they delete the asignation. ¿why?
Problem IP configuration in the administrator
Good afternoon I'm writing from Brazil, as domino the language I am using a translator. I'm with the very serious problem in the field (limpkom.com.br) registered by admin@limpkon.com.br registered for my brother and me recently reported difficulty accessing their site administrator. zoho, in an attempt to resolve the issue registered IP for access and now the lock applied on all our IP including the machine that I used to do the setting, I would like to reset this setting or even deleting your account
Creating dashboards
I would like to create the following dashboard views: I want to create a dashboard view where it shows the number of ALL activities scheduled in each stage of the deal pipeline for the next 30 days of when the report is run. I want to create a dashboard view where it shows the number of ALL activities completed in each stage of the deal pipeline for the PAST 30 days of when the report is run. A dashboard view of total number of DEALS moved into each stage- this is two views on weekly - last 7
Zoho crm with creating custom Login Activity in Android SDK
How i can create customLoginActivity without calling(passing intent) to ZCRMLoginActivity. is there any RestAPI's are available to login zoho without openning "web Client". Like : loginToZCRM(Username,password) In android SDK. If available Please send link or ping me.
Segmenting Unsubscribes
Is there a way to segment unsubscribes? For example, if someone unsubscribes from our newsletter does that mean they unsubscribe from all of our communications? So if they have later made a purchase, will we be able to email them receipts, shipping info, etc? Thanks! Tina
Zoho Mail Suite sync - cannot sign in
Hi, I've downloaded the latest and greatest Zoho Mail Suite sync plugin, installed it and started it. But when I enter my credentials, I get an Invalid user or password message While I'm pretty sure of my email and psw Is the plugin perhaps only working for pro or enterprise accounts?
Zoho CRM API V2 and python SDK
Hi, I was trying to access ZohoCRM record using API V2 and python SDK but I'm stuck. I'm using a simple python script from my Mac so not a sever and this seems to be the first problem: I cannot connect. I went to https://accounts.zoho.com/developerconsole and created an API but I cannot figure out how to configure zcrmsdk. I copied and pasted the information into oauth_configuration.properties but it doesn't connect. I also tried to create a self_client key but I cannot figure out how to use it.
unable to send email - 550 #5.1.0 Address rejected.
Hi, I've read through similar posts and checked that the MX records have been set-up properly see below, but still unable to send email to new domain. output from nslookup lightxcel.com IN MX preference: 10 exchange: mx.zohomail.com 1800s (30m) lightxcel.com IN MX preference: 20 exchange: mx2.zohomail.com 1800s (30m)Anything obvious I missed out. Thanks
unblock my outgoing emails
please unblock my account as this is stopping me from working thanks
Printing Subform Reports
Hi, I want to Print a Recorded Template in which my data is in subform and the data is being printed as shown in attached file. and i want the data to be printed as follows: Design No.: Shade No.: Meter: 56459 240 25.00 23430 1 35.00
Change SMTP server
Our email system has been updated and the SMTP server has changed. Under settings > email, I can see the existing SMTP server name but it seems impossible to change it. Please let me know whether there is a way to change the SMTP server name.
WAREHOUSE MANAGEMENT
1. No option to designate particular user to particular warehouse.. Any user can operate any warehouse. 2. Invoice printing only the Head office address not the warehouse address. 3. When exporting stocks item serial numbers are not exporting. 4. Retail invoice cannot select serial number of product. 5. item universal search required
How to retrieve Portal User status from DESK into CRM?
Hello, We are using CRM and DESK in 2-way sync configuration, meaning Contacts in CRM and in DESK are in sync. When we invite a contact in DESK to be an "End-User", he/she can then access the Help Center. Such invited contacts can then be found in lists and reports by using a system field called "IsPortalUser" , which is now IsEndUser in the new API if I am not wrong. Unfortunately, this system field IsPortal can not be selected in the sync settings between DESK and CRM so there is no easy way to
Zoho Forms Link not working for some people
Hi Zoho Forms team, we are regularly sending our shared link to a Zoho Form but some people are reporting the problem that they cannot view the form to complete it. This is the link we are sending (from Zoho Forms/Share/Share publicly/Shortened URL) to our clients and a lot of clients do not have any problems accessing it but there are always a few that say that they can't open the link and that when they click on the link, they get re-directed to the main Zoho Forms page (see below): Can you help
Tabular View reports with filters don't apply the hidden column filters on the second usage
We have created a tabular view report from our Desk data and did hide some of the columns on the report. Then we do apply some filters which have been recorded. When we refresh data from Desk and just hit refresh on the report page then the hidden columns are not being applied to the report page. We first have to clear the filters and then re-apply the filter to be able to utilize the filter again. Could you please check out this issue.
Request - Change the column width of field views
Posted earlier about this, so here's the main idea! On the start page I've created a module of open activities. And in that activity I've chosen to add company name a long with other information fields. The problem is that a lot of the fields is so narrow that the field turns into 2- or 3-rows.. :/ WE REALLY NEED to be able to to adjust the column widths preferably the same way as you can do in excel or word, with other word just to click the outlining and drag it to a wishful position, a work around
Payment Method DirectDebit - Invoice can not be sent at invoice date automatically...?!
We are using Zoho Subscriptions for our SaaS-Business in Germany. We understand, that the function of sending invoices automatically to customers is linked to the successful payment of the invoice, but concerning to legal and ususal reasons (in Austria, Germany, Switzerland and most of the countries in EU) the invoice has to be sent on the day or the day after invoice date to customers – it must not be addicted to the payment and for example, when payment was not successful, no invoice will be sent…
How to automatically update a field in a Deal record when I upload/send a mail merged doc thru Zoho Sign?
- I have a Deal record that contains a date field called "Date Contract Sent." - I create a mail merged document from that Deal record. - I upload that document to Zoho Sign and send out to a customer thru Zoho Sign. How can I set it up to automatically update the "Date Contract Sent" field to <today's date> upon the trigger/completion of sending out the mail merged document from Zoho Sign? To put it another way: how do I tightly and automatically connect a merge/sign event to a Deal? Thanks!
Leadsbridge Integration with Zoho One Campaigns
I am trying to integrate Leadsbridge with Zoho One Campaigns. According to the support documentation I will find a "Generate API Authorisation token" under Settings/Developer Space/API. However only the ZSC Key generation function is available. I run a CRM Plus account for a client and on that account everything worked as per your support docs, however on my own Zoho One account this function is not available. Please assist.
Contact form from wordpress isint working
hi, Im not receiving any emails from my wordpress contact from. The form is able to send emails to my gmail account but not he zoho account. Any ideas?
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