Send mail to assigned user email linked to user name.
I'm trying to set email notifications when forms are updated, specifically sending emails to users assigned to issues in a Kanban. Each user has an associated email, but i need the form to display the user name instead of the email. Any tips on how to do that?
Not receiving emails following transfer from 1&1
Hello I transferred my hosting from 1&1 to Zoho, following all the instructions. All worked fine for a few months, but then suddenly stopped working and I have the following notifications: 'DKIM entries in your domains DNS are not configured to match with Zoho. Configure DKIM for better email deliverability.' 'SPF entries in your domains DNS are not configured to match with Zoho. Configure SPF to for better email deliverability.' 'The MX Records of your domain(s) sustainabilitypractice.co.uk are
URL field, Link Name, Default Value
Hello, I think it would be great if the Link Name option of the URL field could have a default value field in field properties. It would make it easier and faster to define a simple unique word or expression as a link for each record containing a URL field without the need of entering the same word for each record we submit.. Anyway, while waiting for Zoho to add this feature to Creator, here is a working solution I found based on the following source : https://www.zoho.com/creator/help/fields/configuring-a-url-field.html
How to create a calendar view of a form that has 3 date fields - using all 3 of them?
Greetings, I am new to Zoho Creator and it seems fairly easy to create a calendar view of a form using a single date from that form. However, has anyone got an idea how to include 3 date fields on a form on a calendar? I don't see how to do this, but perhaps using Deluge it can be done. I did see a post about how to gather dates from multiple different forms into a singe form as a list and then create the calendar from that; perhaps that is the solution I need. Thanks for any tips! Jennifer
Not able to retrieve a parameter passed to an HTML page
I pass a parameter to an HTML page, like so: htmlpage Pass_Parameter_Between_Pages() displayname = "Pass Parameter Between Pages" content <%{ varparam = 1; %> <table> <tr> <td> <a href = "https://creator.zoho.com/selbaum/time-money/#View:Receive_parameter_from_a_page?<%=varparam%>">Click here to pass a parameter</a></td> </tr> </table> <%}%> But the parameter is not received on the receiving side, which is as follows: htmlpage Receive_parameter_from_a_page(varparam1) displayname = "Receive parameter
Access and Change Dropdown Value
Hi all, I'm creating a simple leads management app, but now had a problem with dropdown. In Add leads I have lookup value to "Leads category" which is a single line that showed up in "Add Leads" form as a dropdown. In "Leads category" there are some category like "Call In", "Follow Up", "Booking", "Paid". I want to set default leads category for each new leads as "Call In" but I got an error when submitting form because of different data type. Here is my code input.Leads_Status = "Call In";
The ASAP Add-On for the Web
ASAP Add-On for the Web : Your end-customers is that they do not have to navigate to a different page on your website to access help articles or seek help from your customer service personnel or interact with fellow users of your service or product. They just have to click a single icon on your website. NOTE : First of all, you need to create your account in ZOHO Desk. After that you can integrate your Add-On for the Web. And please follow below steps... Click on settings icon at top right corner.
Deals/Contacts Vs Prospects/Opportunities
The terminology in Zoho CRM is a bit foreign to me. I am generally more familiar with: Lead: Somebody somewhat interested Prospect: Somebody qualified to buy Opportunity: Somebody qualified and interested/ready to buy. Zoho CRM seems to use Deals and Contacts, which completely baffles me... What exactly is a "Deal" and a "Contact" in Zoho CRM supposed to be in terms of where they fit in the sales funnel?
Failed to execute function
In a function, i want to see a custom field : "Repres" of my users I see the field but the function has a problem next the info. args = Map(); args.put("action","quotationHeader"); code_rep = ""; repres = zoho.crm.getRecords("users"); //info repres; for each rep in repres { for each r in rep { if(r.containsKey("email")) { if(r.getJSON("email").equals(zoho.loginuserid)) { code_rep = r.getJSON("Repres"); info code_rep; } } } } return ""; I see : Info AMA Failed to execute function Function specified
How search records by ID if in form "field":{"name":"Deal_name","ID":"4081445000000241221"},
Hello! I need to transfer all amount to deal and calculate sum. invoice = zoho.crm.getRecordById("Invoices",InvoiceID); //info invoice; takeID = invoice.get("field"); // {"name":"Sell Television","id":"4081445000000241221"} allinvoice = zoho.crm.v1.searchRecordsByPDC("Invoices", "(field:{id})", takeID.toString()); - How write this part true? info allinvoice; info invoice: and i have text, where search position: "field":{"name":"Sell Television","id":"4081445000000241221"}, {"Owner": {"name":"Anton
Filter by custom fields
Can i filter candidates module by custom fields , also can i filter custom modules?
Migrating a Yahoo Small Business Account to Zoho Mail Lite
I am currently looking at migrating a small (under 50 employees) business email from Yahoo Small Business to Zoho Mail Lite. I would like, if possible, to keep the email addresses the same, and import all messages and contacts over with a minimum of fuss. Currently, our YSB address shares a server IP address with a company in South America that is suffering a malware problem, leading our email IP address to show up on several blacklists. I am hope a transfer will solve these problems! If necessary,
Latest version 1.9.38 crashing on MacBook Pro running macOS Mojave 10.14.6
Disaster! The latest version downloaded and tried to install but failed. Now it won't sync and shows a fatal error whenever I try to run it: I'm so reliant on it syncing - what can I do?!
ResponseCode 421, Host not reachable
Can not received any emails. Please help This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Thu, 19 Sep 2019 19:09:52 -0700 from ----- The following addresses had fatal errors ----- [Status: Error, Address:
Ask the Experts 8: A 5-hour online Q&A on everything Zoho Desk
Welcome to Ask the Experts session! This is a monthly discussion in forums; wherein a panel of experts will take questions on specific topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer all question posted here.
using webform to update contact informatin
So here is my problem. I am trying to create a webform where my 'contacts' can update their information, but more importantly where they can upload a 'progress document' to keep me up to date of their progress. The form works for creating a new contact and uploading a document, the issue comes in when they try to fill out the form a second time to update / add another document. If i have the 'do not allow duplicate contacts' box checked, then Zoho warns me of a duplicate contact and I have to manually
Screening and CVS
Hello - if you are using an assessment form it would be handy to have both the CV and the assessment form side by side to work through with the candidates. At the moment if you pull up an assessment form it takes up the whole screen, you then need to download the resume and either have a dual screen or flip between screens to work through your assessment.
Unable to authorize third party app from Zoho Developer Console
Hi Expert, I want to integrate a third party app with Zoho CRM. I am getting “Authorization Failed” message. Please find the attachment with error details. Thanks Avijit
How can I print or send related list from products module?
How can I print or send related list from products module? For example i have 20 clients assigned to a product but no way to have that list in a fast way (in MERGE MAIL cannot associate products module to the template - in MAIL TEMPLATE cannot use related records - in PRINT VIEW just print related list up to first 10 records). Thank you for help, MBell
How do I verify that emails are actually opened
It seems like a higher than average number of emails being sent one-off through Zoho that display "Opened" immediately after being sent. This makes me wonder if there is a glitch because it is hard to believe that almost every single person is opening the email immediately.
Changing color in a Custom Button
Hi, i have a problem I create a button for view in Canvas and i want to change the color, the default is green and i want to see red. What is the command in deluge for change the color? I cant fin them
Can I sync Cliq events with Google Calendar?
hey, is there a way to sync Cliq Events with Google Calendar? or maybe just sync events from Cliq to Zoho CRM events? Thanks!
Fields on multiple Layout Rules
We have Account records that we use for clients, and for channel partners (who sell to clients). We have two attributes for channel partners - let's call them type A and type B. A channel partner can be a type A, a type B, or both A and B. We have some fields that we only want to show for type A partners, and some only for type B. No problem - we have a Layout Rule for each of these, selecting the appropriate fields. But here's the problem. We have some fields that we want to show if the Account
Account Inactive
I tried logged into my account admin@polymetmining.ca few minutes ago, i could gain access as i go Account INACTIVE, PLEASE LOOK INTO THIS
Zoho Books for travel agency
hi all, We are a travel agency and we use Zoho books for accounting, I have couple of questions related to customising Zoho books for a B2C travel agency, We do not have any fixed price service or product and all our services like Air tickets, hotels
hOLA
QUIERO CREAR UNA NUEVA CUENTA EN ZOHO MAIL. Ya verifiqué el dominio pero cuando quiero crear una cuenta me sale este error: No tiene permisos para crear esta cuenta en Zoho Mail. Póngase en contacto con nosotros a través de support-as@zohocorp.com para obtener asistencia. No permite crear una cuenta para poder hacer los siguientes pasos de verificar en MX... web: fabcomc.com número Perú : 51-959640946
Multiply integer x decimal number result #VALUE!
Hi, I use sheet to make many simple operations like multiply. I use the same sheet since some months ago but on last week sudenly if I mulitply any value with decimals like 71.1, the result is #VALUE! Example: If the operation is ok Cell A = 5 Cell B = 5 Cell C =Cell_A*Cell_B=25 Example: If the operation is not good Cell A = 5 Cell B = 5.1 Cell C =Cell_A*Cell_B= #VALUE! Cell_A = Number Cell_B = Number Another weird behaivor is: If I insert the next number to one cell "5.1" then the cell type change
My Zoho Mail account has been blocked for some time
Hi everyone; My Zoho Mail account has been blocked for some time; And until now, have been unable to send and receive emails. Have been trying to contact the Zoho customer support, but there is no response. Awaiting your favorable response. Thanks
How do you get email notification of new leads?
I'd like to get an email notification when someone fills out my webform which creates a new lead. I'm sure this is probably easy, but I'm still digging for an answer. Any easy solution here?
Outgoing email blocked
My outgoing email is blocked and I am running a business. This is a huge problem. I have made several attempts to contact you and no response. I have tried everything in the help sections.
Need my zb code to migrate my website to SquareSpace
Hello, I am switching the hosting of my site to Squarespace. According to your guide to setting up with SquareSpace here https://www.zoho.com/mail/help/adminconsole/square-space.html I need my zb code, but I no longer have access to it via my Main Admin Control panel. Any help would be appreciated. Thank you!
Can you create a Skill that offers multiple answers without using Deluge?
Hi I would like to create a Zobot that asks things like "What sort of product are you asking about?" to which the possible answers would be "A", "B" or "C". I want to do this without using a Zoho system that does not use a coding/scripting language. That seems to rule out SalesIQ scripts, DialogFlow, Webhooks and Watson Assistant. It also rules out Zia Skills that rely on Deluge. When I try to create a Zia Skill without Deluge, it seems the only type of skill I can create lets me create one or more
How to include creator record ID (system generated) in a script for a workflow which creates a task in Zoho CRM and populates the task fields with the creator record values?
Hi I have an app that we will use to record customer cancellations. One of the workflows associated with this app involves creating a task in Zoho CRM for a colleague to contact the customer. The code I have used is below; taskinfo = Map(); taskinfo.put("Owner",{"id":"3052082000000264001"}); taskinfo.put("Due_Date",today.addDay(7)); taskinfo.put("Subject","Cancellation Request"); taskinfo.put("Description","Please contact re cancellation request"); taskinfo.put("$se_module","Accounts"); taskinfo.put("What_Id",{"id":input.Organisation_Name.toLong()});
Bundling Notifications in Zoho Social
Hi, is there a way to bundle customer comments in the notification section? Currently, for every comment a customer sends, there's a notification. Can we just have a customer conversation with a number by it to show the number of messages a customer has sent at a particular time...
Maven distribution for Java SDK is here.
Hello folks! The much awaited Maven distribution for Java SDKs is here. You can include the SDK using either Maven or Gradle build. It has been updated in the help and please head over to this page given below for the code. Java SDK help documentation Cheers, Chakra User Education | Zoho CRM
Clicking an account or editing a ticket opens a new zoho page and then stops your timer
I cant tell you how many times I have accidentally clicked to edit a ticket and I lost my on going timer. Is it possible to have this open in a different window or tab by default so we dont lose our timer? Also it would be nice if there was a way to edit the ticket subject without having to go into the edit ticket page as this slows down the work flow. Would be nice if you could do this similar to how you can edit the waiting status or comment from the left side.
Can't Receive eMail from Outlook Users
Prior to 3 months ago, we were able to receive email from @co.pg.md.us for at least the last 2 years. The users on @co.pg.md.us are Outlook users. They can receive email from HostedRecords.net but we can't receive email from them. This started 3 months ago. Can you please research this. Thanks
Vendor Selection Process
Hi I have just started using CRM for my Hospitality business. One of my ongoing tasks is to find and select vendors. With a CRM Leads are people you can make money from, who then turn to Contacts and Accounts. However, just as important are vendors. However vendors make money from you, so technically they're not leads nor contacts. Is there a way to create a process like the Leads, Contacts, Accounts process but for Vendors instead; So you create a list of potential vendors, invite them to quote,
Multi-Select Lookup Limitation
Hi We are new to Zoho and have bought an enterprise licence and started creating a simple database. The problem we face is that we have one to many module called SUPPLY hung off the Lead and then from this module we want 3 one to many modules hung of each Supply which are Contract, Rates & Recordings - so one supply can have multiple rates and multiple recordings and multiple contracts. Firstly can this be done as it seems to me to be a very simple database requirement, secondly if it can't be done
CUSTOMER SCORE - RATING BASED ON PURCHASE
Dear all , There is Score section in Zoho CRM : for Deal / Lead/ Contact / Account In general , we need to classify or even rating customers based on various factors. And the most importantly is the Purchase amount from customers. Currently , Account/ Contacts Score section has option for salesorder / invoices ,.... Hope Zoho will take alook at this ? Or in the time being , could we set sum the invoices amount as a field for Account / Contact and do some rating from there ? Even more complicated
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