Replacing returnURL with success message webtolead form
Hi can anyone help me change the ReturnURL to a success message on the Web to Lead form? I have tried speaking with Zoho support on the phone a few times and they just dont' understand what I am trying to achieve and have not been any help at all so far. any help would be MASSIVELY appreciated. Thanks!
How Many Domains Can I Add?
I set up one domain with four addresses. I have a handful of other domains needing two user mailboxes each. How many may I add before there is a charge? The handful will rarely get emails but my main domain will get daily email after the first of the year. I just want to be sure I'm not breaking rules!
Case Studies of Mature Implementations
Hi guys! This is an idea for the Zoho Community team to consider adding webinars/videos of case studies of top-flight Zoho implementations. I'm a new Zoho customer and CRM Admin. I do not have a great understanding of the how the full suite of Zoho products can come together in a fully integrated, mature deployment. I don't know what's possible, if that makes sense. What would be super helpful to me (as a new user) would be anyone who would be willing to share case study of how they have implemented
Zoho AI
I would like to request for a demo on the AI capability of Zoho, specifically on talent matching
Custom Function/Deluge Scripting Interface
It would be great if you could update the interface for Custom Functions/Deluge Scripting to be the same that is available in Creator. The creator interface has a much more exhaustive list of Tasks/functions available and when debugging (ie you hit Save Script and there is an issue), the Creator interface tells you the exact line where the issue is vs the Recruit interface just says there is an issue. I actually will debug a function in Creator as it is a lot easier to do there and then copy and
Create a new candidate
Hello, how can we add new features in the candidate's form ? Is there a way we can customize it ? My phone number is 5149273397. Thank you, Alex.
Layout Rules — Mandatory Fields Show Up Immediately
Thank you SO much for creating Layout Rules in Zoho Desk! Really, it's an amazing feature, and we really love having it. An amazing feature would be a dropdown menu that immediately requires input for fields that a layout rule marks as "Mandatory" (see screenshot below for how this works in CRM). For example — one of our customer service agents runs a macro that updates the "Assess Fee" picklist value to "$20 fee". When this picklist is updated, the fields "Customer Card Number", "Fee Reason" become
Access the key-value of Collection in loop
I need to access key-value pair in a loop -- col_customer = Collection(); col_customer.insert("Jhon Doe":3); col_customer.insert("Joe Black":1); col_customer.insert("Jack":1);
Problem retrieving related lists
Hi, I'm having issue retrieving related lists records when using a loop. As the first record doesn't have a value for the related list, the rest of the loop fails (No Content) and stop after this first record. If I target the record outside of the loop, using an ID with a known value, it is ok. foreach ( $records as $record ) { $bulkAPIResponseList = $record->getRelatedListRecords( "Formations_initiales11" ); $relatedRecordsList = $bulkAPIResponseList->getData(); } As the first result has no value
DKIM Validation
Dear Zoho team, I cannot get my DKIM record validated. it is always saying i have to wait 30-45 minutes. Am I doing something wrong? with kind Regards, Mike.
Integrate Email and Activity/Task History
It would be great to be able to see the true chronological history in an account record with email history and closed activities shown in one section in the actual order each were completed instead of looking at activity history and then looking at email
Microsoft/Hotmail - Hard Bounces
Hi there, A couple of weeks ago, I noticed we lost rather considerable amount of my subscribers from a certain list of ours. I was a bit unsure what had happened at first, but it now appears that a large number hard bounced from a particular campaign or two. I looked into it and it was almost exclusively hotmail, outlook and other microsoft email products and listed as a permanent failure. I know that these mailboxes are in use, because one or two were friends of mine, and one is mine! I notice
Réservation sur calendrier - Délai et nombre de réservation /Reservation on schedule - Time and number of reservation
Nous voudrions utiliser notamment le bouton pour permettre aux visiteurs de notre site web de demander à être rappeler : 1/Pourquoi imposer un délai d'1 heure entre la demande et la possibilité de fixer un rendez-vous 2/Limiter la fonctionnalités à 3 types de réservations ; pourquoi ? We would like to use the feature especially to allow visitors to our website to request to be reminded: 1 / Why impose a delay of 1 hour between the request and the possibility of setting an appointment 2 / Limit the
Marketer's Space: Email Workflow - Email action trigger
In our previous post on email automation workflows, we learned about the field update trigger. In this post, we will explore the email action trigger. This trigger initiates a workflow when a lead performs any of the following actions: Opens the email Clicks links in the email Leaves the email unopened When configuring a workflow, you can design the steps to be executed when a lead performs each action. How to use the email action trigger After you drag and drop the email action trigger
Update all companies industry category
Is it possible to have all the companies listed in our accounts to have their corresponding industries updated? Currently, they are blank, and it would be easier to have some way to automatically update the industry they are so that we can go ahead and then assign a score based on that.
How to add values to multiselect field from API
Hello, I'm trying to add choices in a multi-select field (which is in my contact form) from an API. I don't want to update a contact record, but to update the field setting itself. I've created a multi-select field which is called "project" in contact. Each contact has to be linked to one or several project (like a tag) but I don't want people to create their own, I just want them to pick from a list. I manage my list of project in a google spreadsheet (it changes every week). I would like to always
Line items separator
Dear Zoho Support, we would like to have line item separators for Invoices/Estimates/POs/SOs/... Please check attached image with an simulation: items 1 and 4 would be "separators", just a text title to group items (ignore all columns for these rows but
DISPLAY INVOICE TOTAL IN MULTIPLE CURRENCY.
Hello Zoho Team In order to comply with local tax regulation we do need to display total amount of invoice in double currency for every invoice ( USD as base currency , KHR as local currency with a fixed monthly exchange rate defined by local tax authority)
Password and Username did not succeed. pop.zoho.com responded: Access Restricted. login to server failed! Serious!
Happens to all zoho accounts in our house. Errors: Sending of password did not succeed. Mail server pop.zoho.com responded: Access Restricted. Please try again using pop.zoho.com Sending of username did not succeed. Mail server pop.zoho.com responded: User already specified. Login to server pop.zoho.com failed. Can use Zoho Mail browser interface fine. These errors occur using Mac OS -- Postbox application AND Mail application. Have tried completely deleting accounts and adding back in. Still
Customize for each single project?
Hi, I have customuized statuses for Tickets in Projects. But they are only applied to one single project. Do I really have to customize again for each project or can I make overall status adjustments for tickets in all projects? Best regards Camilla
Zoho Creator - LookUp Field (Text) in In Formula displays number
Greetings from a Newbie :-) Think I'm missing something relating to Import formatting, can anyone point me in the right direction? When I include an imported field in a formula (string) (below) The result displays a number rather than text I've reviewed the import help file https://www.zoho.com/creator/newhelp/forms/create-by-importing-data.html And thought it was a UTF-8 issue , but still am having issues. A million thank yous in advance, David P.S. Thought this link was interesting, https://stackoverflow.com/questions/2241348/what-is-unicode-utf-8-utf-16
Using templates - not sending twice
Hello, How can I be sure that my sales team aren't sending the same email using templates to the same contacts. Is there some way to identify this? Thanks
Zoho CRM WebApp validates, yet uploading it returns internal server error
Hi, I'm trying to get a custom WebApp working in Zoho CRM. I downloaded the sample app off GitHub (which didn't work initially due to using self-closing script tags and the plugin-manifest being set to ZES instead of CATALYST ). Although, once fixed, the sample app still doesn't exactly do a lot, I tried uploading it to CRM. Once I get to the "Share to" step and click "Save" a popup appears stating "Internal Server Error". The app never shows up in CRM. I'm not provided with any information to debug
Call Leads/ Contacts via RingCentral
Hello Folks, For all those of you who've been looking to make calls to your CRM leads/ contacts using the RingCentral app on your device, we have a quick tip on how you can go about with it. For the calls made through RingCentral to be synced with the CRM application, you will have to integrate the RingCentral app in CRM application. You can refer to this help document for a step by step walk through. Steps to be followed to log the calls made through RingCentral: iOS: In iOS, you can make calls
MX Values already Added in Shopify DNS but cannot be verified by Zoho Mail
Hi, i already have added all the MX values in my shopify DNS. But every time i recheck in the control panel domains section, it is still giving me an error that the MX is not configured. Please need your help
Email query - Open / Clicked
Please can you tell me why some of my emails with an attached Link - when sent, I receive the notification 'Opened' and on some of them 'Clicked'? All the emails state Opened - but I know that several of these have had the link Clicked - why does the response not state this?
Account changed into "inactive" status
Hi, My main account keeps changing into "inactive" status. Please do activate the account asap as I use it frequently. Also, how can we prevent this from happening again as this is the second time around that my account status was suddenly changed to inactive? I have already emailed your support team and I am still waiting for a response. Thanks.
Outgoing Mail Blocked Reason:554 5.1.8 Email Outgoing Blocked.
Dear ZOHO mail support, I have the same issue this morning. Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Kindly unblock please. Thank you.
Custom Button on view list
Greeting, I added a button on a view list. My goal is to select multiple lines to update the information of each row. My function below works well if I select only 1 row, but do not work anymore if I select multiple row. What should I change to be able to select multiple row ? Thanks. IdsList = POID.toList("|||"); info IdsList; for each IdStr in IdsList { response = zoho.crm.searchRecords("PO_x_veh","(PO_installateur:equals:" + IdStr + ")"); number = 0; planifie = 0; date_depasse = 0; verification
Good news! Zoho Recruit is now integrated with Zoho Workerly
Hola! We're thrilled to announce that Zoho Recruit is now integrated with Zoho Workerly, marking a major milestone in both products. Zoho Workerly has been around for 10 months now, and we've been working constantly to ensure our customers get what they need for efficient temp scheduling. We couldn't be more happy with the amazing response we've received in such a short span of time. Connecting the dots with Recruit and Workerly Predominantly, corporate recruitment and staffing agencies have had
How do I sort by Priority
Hi Team, When I go to sort activities by priority it doesn't make sense. This is the Priority that it sorts by: High Highest Low Lowest Normal This really doesn't help the sales team to effectively and quickly work through their call back lists...
Tips and Tricks #16: How to charge your subscribers a late fee in Zoho Subscriptions
Charging late fees to your subscribers can be hard to digest, but sometimes late fees are necessary to run a healthy business. In this post, we'll be looking at how and why you might need to charge late fees for your customers in Zoho Subscriptions. This post is part of a series of tips and tricks that we post every week. If you missed last week's post about bulk-updating your data in Zoho Subscriptions, go ahead and check it out. Should your business impose late fees? Imposing late fees on your
Outlook Plug-in search results not displaying
I've tried loggin out and back in, and ran windows and office updates. When I select "Search and Add Email" and enter valid content in the search bar, it's not displaying my results. It's just a blank box.
Payment Form
Hy , How can we create Working Payment Form in Zoho creator ?
Convert Lead changes record owner
Hi, When I convert a lead into a Contact and a Deal using Zoho Flow, it changes the Record Owner. No matter who the Lead Owner was, it all gets assigned to ''Denis Robitaille''. In Zoho Flow, I see that the ''Convert Lead to Contact'' action does not have any options regarding record owner. (See Screenshot) I guess Zoho Flow automatically assigns a default record owner. I tried converting lead from within Zoho CRM through a workflow rule, and the lead Owner correctly gets passed over to Contact and
How to receive a notification when someone did modify or add a file in my Zoho Docs ?
Hi. I would like to know how to receive a notification (on my computer and my phone) when someone did modify or add a file in my Zoho Docs ? Regards.
Read receipt is not working
I set up the read receipt to Always Send and sent an email to someone who also has a Zoho email account. They opened the email but I am not getting a read receipt. Can you help?
Let your apps converse with each other, seamlessly.
Let's face it, managing a customer service operation is a mammoth task. Tickets come in from multiple channels and cater to different departments. The customer service team acts as a liaison to coordinate with internal teams and close tickets as quickly as possible. To add to this, most organizations use a variety of software for their internal functions like sales and engineering, creating a complicated web of apps. This calls for a universal connector that can integrate your customer service software
if I create a new lead and I not select a "Lead Status" later don't let me change it
I don't not what, but, after that I create a new lead, Zoho don't let me change the lead status, just say"Only Read" and I'm the administrator. Can you help me?
Search in the contact list
Hello, I would like to ask how can I search in my whole contact list (ZOHO Campaigns). I have more than 1000 contacts and when I would like the search in the the list, the filter only search in the first page (where is 200 visible contact). Could you help me how can I solve this problem? (I can't set to show all results on the page.) Thank you for your reply Ancsi
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