Contract / CRM Parent Company
Hi, When we create accounts with multiple addresses one being a parent, Is it possible for the parent to have a contract within the desk and all the child records honor that contract? We have some customers with around 20 locations, but the contract is with the parent. Otherwise we are managing multiple contracts per same customer location and becomes difficult. Thanks Dave
ERRO AO ENVIAR EMAIL
Endereço do destinatário rejeitado: muitas reclamações do domínio nutrieasy.life, consulte suas políticas. Para mais detalhes, consulte http://www.locaweb.com.br/contratos-e-politicas/#politica-de-postmaster
Small barcode scanner improvement (UX concern)
Hello, The barcode scanning option in the Zoho Creator app is really great and fast when you put the barcode at the exact center of the screen… But the “green bar” that “scans” the screen (by going up and down), is very confusing for the users, because they think it will also scan the barcode even if it is positioned in a corner, at the top or the bottom of the camera… (which doesn’t work on our side). Would it be possible to add a “Cross Mark” at the center of the screen, to help users “target”
Domain Already Exists
I provided my domain to setup the mail accounts, and had a blackout when I just finished write the domain, When I had power again, turn on computer and go again to the process, now I have the error "Domain Already exists", what should I do? I am in a hurry, cant wait, I have several domains with you and this never had happened. Please give me a solution for not going with competition I consider your company one of the best!
"User successfully invited" but doesn't show up anywhere
Been trying to add an employee for MONTHS now. Glitches within the system are holding me back. The user has been successfully added according to the system but I don't see the new user name within the accounts. PLEASE HELP! Beyond fustrated!
Need a report to show contact's birthday month
Hi, How would I run a report that pulls all contacts who have a birthday for a given month? In the contacts module I have their full date of birth inputted with the year. However I only want to pull the month and not the year.
duplicating draft posts?
It seems that one single post might contain symbols such as @ or # that might now work across all social media platforms, or linked in won't accept more than one photo. With that issue being my main concern, is it possible to create a post in drafts that I can duplicate and modify to suite each social media platform without having to essentially recreate every post from scratch?
No receiving incoming emails
Hi there, I am having trouble receiving emails, but no problem sending emails from my Zoho account. Domain coandry.com.au I think I have set up my MX records correctly see attached. Thanks, Courtney
How to trigger an action only once?
Hello! I am using a flow to send an email reminder whenever a new file was uploaded to Zoho Workdrive folder. How do I add a decision logic to send that email only once per day. Thank you, Sujani.
Introducing the Zoho MarketingHub Community Learning
Hello everyone, We're glad to be kickstarting the Community activities for Zoho MarketingHub—our latest marketing automation software. Over the next few weeks and months, we'll keep you hooked with interesting and enlightening tips, webinars, live sessions, and one-on-one events. Follow our threads for constant updates, and share your thoughts through comments. Our major motive of building the Zoho MarketingHub Community is to encourage marketing automation enthusiasts to share their ideas, product-related
Operation permitted for paid user(s) only
Hello please help me :) info@teeb-alsharq.com It has incoming, outgoing and IMAP access is disabled. When I try and enable them "Operation permitted for paid user(s) only" , message Appear.
Importing Client addreses into a letter created in ZOHO Writer
Hi There, Does anyone know how to import addresses from the ZOHO CRM or ZOHO Contact Manager into a field within a ZOHO writer letter? Ive created a letter with the company address and client address but i'm wanting to link the letter to a client contact and in-turn update the address in my letter. Thank you Rebecca
unable to receive emails
Hi I can only send emails , the same time i am unable to receive emails , looking forward your reply at earliest. Email : naju@pinnacleadvt.com . Best regards Najumudin +971505737726
Unblocked account still wont work
Hello Zoho support, I’m having trouble with one account in our Zoho mail account. I’ve changed the password and unblocked the account from the control panel. When the user tries to sign in he gets sent to the mail.zoho.com/Unblockme page. The page says “there are no blocks on this account currently. Click here to view your inbox.” Clicking on the “click here” link just causes the same mail.zoho.com/Unblockme page to appear. I’ve verified in our control panel that the blocks on the account have
Zoho Desk Search Endpoint
Hi, we are using https://desk.zoho.com/api/v1/search endpoint and we are struggling to understand the behaviour from the documentation. How would we perform a search for all resources with a particularly property value. For example to search all resources where ownerId=123345678 ? At the moment it looks like whatever is in `searchStr` param, will be matched across all properties of a resource. Thanks
Cannot Have Both Main and Reply Signature - How Do I Resolve
Hi, I created a reply signature for follow up emails but when I check the box to Associate Mail Address it just removes the association with the main signature and that no longer works. How do I get both signature options to work? Thanks.
Looking for a Zoho developer
I am currently running Zendesk and migrating to Sohodesk. I want someone to replicate this look and feel in Zohodesk. Post your offers here. https://support.ispsupplies.com
Getting 302 response on trying to get authorization grant
Hi! I am experimenting with the Zoho Desk OAuth2 API but when trying to get an authorization grant via curl, I am getting a 302 response which seems to indicate the api endpoint having been moved to somewhere else. What am I doing wrong? curl -i https://accounts.zoho.com/oauth/v2/auth?response_type=code&client_id=<insert id>&scope=Desk.tickets.READ,Desk.basic.READ&redirect_uri=<insert redirect uri>&state=-5466400890088961855 Of course I have removed the client id and redirect uri in the example
Duplicate emails: my sent items are also on my appearing in my inbox
HI there I'm getting dupiicate sent emails in my inbox on the mail app on my android phone, can't find an obvious setting to turn this off, it's not happening on Spark on my MacBook, Help appreciated, Niall
Bank payments to nominal accounts
I think that there is a problem with the bank payments, but if I am missing the answer I would be grateful for someone to tell me. When making a bank payment (or categorizing an import) I sometimes need to allocate that payment to an account I have created in the Chart of Accounts. The only way that I can allocate a payment to any account I choose, though, is if I select the category of 'Expense'. The problem with doing that is that it then appears on the VAT return, which may not be correct. Unless
Writer iOS app crashes
Hi folks, I’ve just updated the Writer iOS app (V5.6), which had no issues at all before the update. The new icon is nice, but the app became totally unusable. The app starts, but when I try to open a document, it crashes immediately. That’s it. I’ve reinstalled, but it didn’t help. Anyone else experiencing this bug?
550 5.4.6 Unusual sending activity detected. Please try after sometime
Caused by: com.sun.mail.smtp.SMTPSendFailedException: 550 5.4.6 Unusual sending activity detected. Please try after sometime. <a href=https://www.zoho.eu/mail/help/usage-policy.html target=_blank>Learn more.</a>
How do I reference a related field in another application?
In "Application A" I have a form called "Customers" with fields name and email. I am working in "Application B" where I have a lookup field that gets the ID from "Application A" - "Customers". Question: I want to get the email field from "Application A" - "Customers" while inside of "Application B" deluge script. How do I do this?
Draft bills
When we get billed for a PO that is not yet received they are saved as "Draft". I'd like to be notified when a billed PO is received.... Easy enough to code externally but could one of you Deluge experts kindly convert the code below.... function draftBills() { var POr = UrlFetchApp.fetch("https://books.zoho.com/api/v3/purchaseorders?organization_id=" + orgID + "&authtoken=" + token + "&status=issued"); var POd = JSON.parse(POr.getContentText()); var POs = POd.purchaseorders; for (var i =
Rounding Feature in Zoho Subscriptions
Hello, Is it possible to set a round-off option in Zoho Subscriptions. Many thanks, Emily
Mail hosting is not enabled for your domain(s). Please enable it in your Control panel to receive emails in Zoho
When I navigate to the Mail Administration section in the Control Panel, I see the error: "Mail hosting is not enabled for your domain(s). Please enable it in your Control panel to receive emails in Zoho." But I have enable the domain. The "Domains" section of the Control Panel, shows that everything is set up correctly (except DKIM). I can correctly receive and but not send emails using the domain. Mail shows as enabled in control panel if I try and disable it it says "operation Not Permitted" I
Big Problem after Changing Bug-Ticket Layouts to Projects
Hey ZOHO-Team, we have just started to cleanup our old Bugtracker Layouts and merge them to just a couple of layouts. After that we have (of course) some "Status & Workflow" Entries which are not longer needed. So we start customizing them by deleting and matching them to other statuses. After finishing the cleanup we want to save this new Status Layout and ZOHO Projects Create atleast one closed status But we have of course a closed status as you can see attached. We are not able to save this.
Custom tabs in Books
HI, Is there a way to have Custom tabs, like it is possible in the CRM? This would help integrating a Creator app in Books. As far as I know, web tabs can't be used as we need to be logged in. Thanks
Unable to push GCLID to Contact Module
Hi, I am able to track GCLID from my web form to Leads Module. Now my problem is google takes upto 36 hours to populate the information, however As soon as my sales team get lead they start working on this and if customer is ready to buy product then convert that as Contact. Now while converting as contact my GCLID code does not pass through to contact and we are not able to track any details from Google Adwords. Is there any way to pass GCLID to contact while converting lead to contact prior to
Mailchimp Integration Questions
Hi, Looking to integrate Mailchimp with CRM. I want to set up two integrations, one for leads and one for contacts. I then want to map certain fields to Mailchimp so I can segment the mailing lists. I also want to be able to see within the contact or lead page a section which tells me the emails they have been sent and if they have been opened. If this possible with the Mailchimp integration? Is there a better way of doing this? Would Zoho Campaigns accomplish this? Many thanks for your help. Regards
Mandatory Fields
Can someone please help and explain to me why I can't make a custom checkbox field as mandatory? Is there a way to do this? Thanks
Custom fields are gone
Hello! My company has been using custom fields for a while, but today they disappear. I realized this after accepting an 'Refresh' request in my browser earlier today. Is there anything I can do to make them reappear?
Why is a random user email associated with an add-on that grants substantial access to user's google docs?
On first use of the gsuite add-on for Zoho CRM, this dialogue comes up after authenticating to Zoho CRM : https://www.awesomescreenshot.com/image/4295532/2e381f775439a560704306e3add5bca0 Why does the developer "adharsha280195@gmail.com" need permission to access my Google Data? Shouldn't this be a legitimate and official Zoho Google dev account? Can anyone at Zoho explain this, or explain who has access to this random gmail account? Is this add-on safe to use????
Use a function to access the Contacts "Account Name" field from a Webhook?
We are trying to sync contact and account records with an external system. Unfortunately, I discovered the contact record lookup field 'Account Name' which associates the contact to an account is not one of the available fields in webhooks. I'm not sure why, but I know it has to do with it being a lookup field. It contains a value when set so I'm not sure why you can't access that fields value!? So what are the workarounds? Being new to Zoho and the functions and API capabilities I feel a bit
Credit Note
Please let me know how to delete a applied credit note.
Can a hard bounce be restored?
I have a board member who had email problems for several weeks. So Zoho ended up designating her email address as a hard bounce. Her email is now working properly. Is there any way to restore an email to remove the hard bounce label? This is her company email and I would prefer to be able to use it again. Thanks ahead of time for your tips.
Help Center User Invite Email Issues
I've added a new user to our Help Center and the invite email doesn't seem to be getting sent out. I've checked the junk folder and it isn't in there or the inbox. Thanks, Jeff
Alternative to custom fields in Zoho CRM Free?
Hi, I'm exploring a move from Hubspot to Zoho CRM free version I've just done a test data migration but none of the custom fields have come over. I now see here are no custom fields in the free version. The fields are used to signify if a contact has volunteered to be part of a specific team (there are 10, and it each one can be Yes/No (or black) or Leader. Is there a viable alternative to moving this data over to Zoho? Perhaps a note that says something like: "Technology - Yes Legal - Yes, Leader
Redirect Users to Thank You Page upon submission
Is there any way I can redirect user to a thank you page after the ticket submission? I want to have some sort of confirmation/thank you message that is custom when a client submits a ticket in the portal. Is this possible?
I have a problem linking task with Invoice
Hi Zoho Developer, I have written a code in php zoho api which create task and assign it to the invoice. Create task is working fine and its creating task into zoho panel but its not linking with the invoice. Please find below code: $crmid = "3051265000001316001"; // customer id $realted_to_id = "3051265000003854220"; // invoice id $task_data = array( 'Subject' => "New Invoice - 22", 'Due Date' => date('Y-m-d',strtotime("10-10-2020")), 'Status' => "In Progress", 'Priority' => "High",
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