How to share lists across users in Campaigns
As the title states. I want to share the lists I have created with the other users in the Campaign tool. Currently, we each have to make the same list over and over again for each account but it would be great if we could just share one version of the list between all of us. Does anyone know if you can do this? Thanks! -Chris
Regarding product plan configuration.
Hi, I am using zoho subscription and invoice api to manage customers and invoices. In my project I am using zoho invoice api to create customer invoices every month and I don't want zoho to create invoice every month automatically, so shall I configure zoho subscription product plan as in the attachment to stop zoho by creating invoices every month. If I am doing wrong, what is the right way to stop zoho by creating invoices every month defaultly. Thanks.
Create Sub-Folder
We have a number of Team folders, but want to consolidate them under a new team folder. Is it possible to move an existing team folder to be a sub-folder under another team folder.
554 5.1.8 Email Outgoing Blocked
Hello. I'm a brand-new user. This morning, when I try to send email I get this message: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. How do I send email successfully? Thank you.
Hiding bottom menu
Hi. I have disabled chat in zoho apps (I prefer to read all messages in one places -> Cliq) but there is still visible this bottom panel from Cliq...Is it a way to hide it?
SMTP Blocked
Can you please unblock nicolas@jkncargo.com ? I got blocked due to suspicious activity and I am unable to unblock the account. I confirm it was me using the account, nothing suspicious. It seems impossible reaching you, please help me as soon as you can because I am losing important business emails. Thanks
Can't add Costum Formular to Summary View table
Hi I have a problem. I want to calculate the difference between two columns (two dates) and return the value in a new column. However, i cant seem to ad a custom function, only aggregate functions. Can anybody please help? Thanks
i couldn't send my email
i couldn't send my email. The outgoing status is blocked. Could you please kindly check ? Thanks.
Import Data to Zoho Analytics from Zoho Creator
Hello, I am experiencing a problem importing data from Zoho Creator to Zoho Analytics. Specifically, when I import tables that have Lookup fields inside those Lookup columns display incorrectly inside Zoho Analytics. For example: Lookup value "SmithJ4" shows up as "3806741000000037551" and column type becomes a number '#' Am I missing something here? Thanks!
Tip of the week 43 - 5 tips to approach holiday season in email marketing
Email marketing drives more brand sales during the holiday season. We are nearing the best season of a year and now is the right time to grab the attention of your contacts who might be glued to the internet for shopping. Send out savvy emails that can increase brand presence and sales this holiday season. Here are some ways to help you with successful holiday email marketing: 1. The marketer plans Plan your email marketing strategies well in advance to make sure that you're connected to your contacts
Add notes for a Contact or Candidate from Outlook plugin
Today it is possible to add a received or sent mail from the Outlook plugin into Zoho Recruit Contacts and/or Candidates. In addition to adding the email, it is possible to add a note. In many cases, there is no need to save the email if you save a note. Could you consider giving the option to just save the note without saving the email? The email may contain information that have to be clean out within a certain time period due to the GDPR regulation. When you just add a note of the same or edited
Outgoing email blocked
An account has been blocked due to suspicious activity, but it was actually me. Could anyone help to unblock it? System says I'm not allowed, even when I am an admin. Account is nicolas@jkncargo.com Thanks
Keybord confirmation of a delete operation
When deleting an item, a pop-up windows is shown with a question to confirm the operation. The OK is preselected with a visual read button indication. To confirm you have to move the mouse to the box and select the button with a mouse click. This is very time consuming and cumbersome. I think the concept of confirming a delete of something is good. But from security point of view it should be sufficient to just confirm the preselected alternative with a keystroke (e.g. enter) instead of a move
Writer document in Workdrive to be signed...
HI, I've the task to create a template which will be used as commercial offer for signing. The template document is located in a team folder in Workdrive, using Writer as editor. For each customer, we edit this template to fit the offer, then send to
Case insensitive search records on CRM API v2
Hi, Is it possible to do a case insensitive search on CRM records using the Search Records (https://www.zoho.com/crm/developer/docs/api/search-records.html) API call? Thanks.
Zoho Appears to be Down
I cannot access any web-based Zoho applications at the moment. The Service Availability Status shows that only Zoho People is down. EDIT: As of 9:29 AM CST, Zoho is working again.
Kerala Flood Cess Feature request.
How do I configure "Kerala Flood Cess" for every B2C transaction? Please refer to this document published by the Kerala government. According to the document: Kerala Flood Cess shall be levied on intra-state supplies of goods or services by a taxable
Identify an existing Account and convert lead to contact with a Custom Function
Hello everyone. I'm trying to write a custom function in Zoho for the following scenario. Any users or prospects that contact us are first created as a lead in Zoho CRM. When a lead is created, their company might already exist in the Accounts module. I need to search by lead's company name in the Accounts module, and if it already exists, convert the lead to a contact and associate them with that existing Account. Is that possible? I'd greatly appreciate some help as I couldn't find any relevant
Stock on hand not showing on backorders
I have a sales order which has items on it requiring backorder. Some of those items have had a stock adjustment completed on them, however when I generate a backorder it is not taking the adjustment into consideration. For example The sales order has 2 red t-shirts on it. When the sales order was generated we were showing as having no red t-shirts in stock (Stock on hand = 0) A red t-shirt was located and a stock adjustment was completed to reflect this (Stock on hand = 1) When generating a backorder
Phishing alert: A must read for all Zoho Sign users
Hello, A small section of Zoho Sign users reported receiving a phishing email with the subject line Pending Confirmation for a Digital Signature Request to <name> starting 07:00 European Time on 29th August. Similar isolated incidents were also reported in the previous weeks where emails purporting to be sent from Zoho Sign and/or other Zoho services were received by users. Across these phishing emails, those who clicked on the 'Start Signing' button were redirected to fake websites such as zohosignature.com,
Rochester Deals For Get Married. July 13, 2011 (Jump Club, Floral, Ziebart & More)!
Does your company need weblog? Perhaps you heard the hype around blogging, and you thought produced by just that, hype. Your own competitors created blogs,and realized that they will be attracting clients and cementing relationships with current customers, and you're. Group buying is wonderful save money and try new activities. Many coupons offer savings having a minimum of 50%, plenty of can conserve closer to 75% off normalrates for that product or service. 100 % Possible sign up for a daily email
How and Where to add GST details of Vendor?
I couldn't find an option to enter GSt details of a Contact. Kindly help.
Purchase Order
Hi, I have a question about the inventory.zoho. I have marked the Purchase order with receive but our stock did not increase. while I have marked the Purchase order with billed (even they are not marked asa received), the stock increase. I find my understanding for this two items are different from yours. Can you advise what I should do as I sometimes receive goods before payment?
Update to Attachment APIs
As part of our regular enhancements to APIs, we have now changed the way responses are served when the resources you try to fetch do not contain attachments. Earlier, if the resource you tried to fetch did not contain an attachment, the response would return the 204 (No Content) status code. Going forward, in such cases, the response would return the 200 (OK) status code along with { “data” : []}. This change applies to APIs related to ticket attachments, contact attachments, account attachments,
Record Payment
Hi Im new to Zoho Books, What I dont understand is when I Record payment from customer why is it only allow me to Deposit To Petty Cash... We take payment from Credit cards, Bank Trasnfer and CASh yet I can not seem to pick this from the list. In Australia
Upgrade Free to Paid
Hi, I have a free mail plan and there are 7 active users and only one of them is mostly used and nearly reaching full storage. I only want to update to one email account to have extra space. Can you please let me how to upgrade storage for only one account? Or pls let me know how can purchase storage only
Migrating from Zimbra
I'm trying to migrate from my self hosted zimbra to Zoho, but facing some issues. After I've configured everything on Zoho, the process of migration is getting me mad. I've set up a POP config and while adding accounts to import, I get this error : "Les détails d’authentification fournis ont été rejetés par le serveur Source. Veuillez fournir un nom d’utilisateur ou un mot de passe valid" Although I provided the right username and password, I'm still getting authentication error. Thank you for helping.
What's New this July 2019 in Zoho Books?
Hello everyone, We're back with a set of new updates that we've released for Zoho Books. This month, we've focused on new reports and a lot of requested enhancements to make accounting easier for you. Read on to know more. Introducing New Reports: Daybook, Account Type and Account Transactions Report Account Type Summary Classifies and lists all accounts and their values based on the account type. You will be able to view their debit and credit values along with the opening and closing balance of
i can send email , but i cannot revive email
Dear i am unable to get any email from any another domain external in internal A....@mabellapp.com
カスタム関数：商談のサブフォームにある商品から見積書を作成する方法
// 商談の情報の取得 resp = zoho.crm.getRecordById("Deals",pID); subinfo = ifnull(resp.get("field5"),""); // 事前準備 項目名の確認 info resp; pdList = list(); // サブフォームの商品情報を見積書用に転記 for each rec in subinfo { mp = Map(); mp.put("product",{"name":rec.get("prname").get("name"),"id":rec.get("prname").get("id")}); mp.put("quantity",rec.get("prquantity")); mp.put("list_price",rec.get("prprice")); mp.put("net_total",rec.get("sum")); pdList.add(mp); } // 見積書データの作成 qMap = Map(); qMap.put("Product_Details",pdList); qMap.put("Subject","見積書");
ユーザーさん：メールマーケティングの機能についてなのですが、メールのトラッキングができません。どうしたらいいでしょうか？
Zohoサポート：メールの開封については、画像の読み込みをしていなかったため計測できていない場合があります。 クリック率の計測は、リンクの挿入方法を変更することで解決することがあるので、再度設定をよろしくお願いいたします。
APIのバージョン更新でのDelugeスクリプト
年末に控えているバージョン更新前に少しずつワークフローのDelugeを更新しておきたいのですが、 どこを変更すればいいのかがいまいち解ってません。 取引先の住所変更があった時に、連絡先にも自動同期されるように組んであるのですがDelugeがお分かりの方、お力添えいただけませんでしょうか？ 現在のコード accountId = accId.toString(); rec = zoho.crm.v1.getRecordById("Accounts",accId); resp = zoho.crm.v1.getRelatedRecords("Contacts","Accounts",accountId); for each ele in resp { mp = Map:String(); mp.put("Mailing Street",rec.get("Billing Street")); mp.put("Mailing City",rec.get("Billing City")); mp.put("Mailing State",rec.get("Billing State")); mp.put("Mailing
SPF Not working.. not receiving emails
I`ve configured all the records in domain.com panel from my domain reyeletro.com like image below but can`t receive emails above the results os mxtools. The domain is a Shopify Account and is working correct the only problem is email receiving. DNS Configuration
Elusive scroll-bars in Zoho
It seems that the scroll bars in Zoho are not only getting narrower (see image), but they are also out of sight most of the time unless you hover over the spot where you suspect it must be. absurdly narrow scroll-bar You have to hover with the mouse in order to find where it is, activate it and then try to grab it. If you accidentally move a bit to the side while moving to the top or bottom, it disappears from sight again. I know many people will find this petty and insignificant, but I work really very
Updating Added User & report visibility.
I have an application where different users login in and track their time allocated to a job. In the report view I used to be able to only show the logged in users records. The problem I have is that I have downloaded a CSV of all the records, updated a few things and then re uploaded to the system. It appears I have lost the "Added User" element. Previously I could use this formula to restrict records: Added_User== zoho.loginuser However, because I uploaded it it has loaded myself as the added user.
Email PDF Report on approval
HI, I would like to set up a workflow that sends a copy of completed form once it has been approved. Any idea how i might do this? Thanks in advance. Dan
Sending an email 4 weeks prior to a date field
Hi, I have a form that has date of a customers next service. I would like to have the app automatically send the customer an email when this data is 4 weeks away. I think i have set it up but it sends the email everyday?!? Any ideas on the best way of doing this? Many thanks
Spotlight 5: Convey more with custom sections
Your event microsite is the first impression you make on visitors who want to learn more about your event. It is also a place where attendees come to find out event-related information. Providing this information in a structured layout increases engagement, prompts conversions, and drives ticket sales for your event. Insert information anywhere on the event microsite with the help of custom sections. Choose from the following types of sections depending on the content you want to share. Text Use
Sending email alerts based on responses in a form for a schedule
Hi I have 4 fields named below with data type in brackets: 1 Feedback_required? (Yes/No) 2 Date_Feedback_To_Be_received (Date) 3 Feedback_Received? (Yes/No) 4 Feedback_Received_date (Date) I would like this to happen under Schedule possibly done through script: If Feedback_required is Yes and Date_Feedback_To_Be_Received is known, then I would want a alert or email notification to be sent every weekday until Feedback_Received is Yes and a date is entered in Feedback_Received_date. Cheers Casper
Custom Task View for Due Date is Empty
I want to create a custom view so I can easily call up tasks for which due dates have not been assigned, so that I can go through and assign due dates to them. Is this possible? I tried to create such a view by selecting "due date" "is" and then leaving the criteria blank. However Projects will not let me save such a view and instead insists I make a selection for criteria such as "this month" etc. Thank You
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