CRM Webform with Captcha does not work with the Edge browser
Hello, We are using a webform to track RGA's for customers and when we try to use the form with the Edge browser it doesn't work if the captcha is enabled. We get a 'Code is not correct' message. It works fine in other browsers and the form works in the Edge browser if we remove the captcha. Can you let us know what we are doing wrong or if there is a setting to fix this problem? Also, are there any settings to prevent someone from spamming the form if we remove the captcha. Thank you!
I try to attach a document on the field in Zoho, But I fail and response me error 400, which is wrong format
Here is the code var reader = fs.createReadStream('1.txt'); var form_data = new FormData(); form_data.append("file", reader); var joson_form_data = JSON.stringify(form_data); var response = await axios({ url: `https://www.zohoapis.com/crm/v2/${module}/${recordID}/Attachments`, method: "POST", headers: { Authorization : `Zoho-oauthtoken ${accToken}`, "Content-Type": "multipart/form-data" },
Getresponse to Zoho CRM integration
We want our unopened letters to be sent to the agent as a task. How we can do this?
My Search Textbox is missing in Zoho Creator Report
I read the guide from Zoho's Help page: Search records But in my form, the Textbox for inputting texts to search is missing, what I need to do to make it appear? Textbox for Search is missing
Sending multiple reports as a pack
I would like to know if there is an option to send multiple reports as a bundle or pack.
Tags
I am trying to edit tags, however in the drop down menu next to import I do not have the manage tags option, nor do I have a tags module in the module menu. Is there any way to edit and manage tags?
Time
Is it possible to both remove the calander and ss of minutes from the date field. I would only like the user to see a time and a time only to be displayed and stored in this field. Thanks
VA needs to connect to more than one ZOHO account
Hello everyone, I have a VA that works in Zoho with other clients. I have invited her to my account. How can she access my account with an email that has already been registered with Zoho? Thanks
Email name
Hello, I created an email name that appears when I log in but once my email uploads, the name appears differently and the email address I used to sign up is now apart of the email name. Can this problem be fixed?
Cname won't verify hying to map my domain.
I cannot get my cname or html file to verify, even though I put it exactly as it showed, and put the html file in my root directory. When I go to the link, it shows me the string of characters at the exact link it shows as the example. Anyone have any ideas?
View Ticket without an account
Is there a way to allow users to 'View Ticket' without them having to create an account/login?
Sync company email with Zoho
Hi! I would like to know if it is possible to do the following. There is a common company email address, which is only used to cc or bcc personally sent emails there. It happens that this is the same email address the current zoho account is created with. We would like these cc-d or bbc-d emails to be listed in Zoho, if we go to the account page of the corresponding recipients. Can it be achieved somehow? Many thanks!
Cannot sent or receive from another domain
Hi Why I can only send and receive e-mail from the domain that I registered. But I can't send or receive from another domain ??
Email attachments not downloading
Hi Im using Mail Version 16005 If i recieved and email with attchement i can see them on my phone but on the computer does not show. i have to resent email to my personal account that i used as well with mail and then i can see the attachments. Plsd i need help Thanks
Tracking Downloaded documentation on our website by a contact to execute adapted journey
Hello, Is it possible to track all documentation downloaded on our website for each visitor as it is possible to see visited pages and How it can be implemented? If yes, is it then possible to use this information in order to automatically send a specific content (ex a sales brochure) which has not been already downloaded by the person? For instance if we know that Mr John has downloaded the documents A, B and C, then Marketing Hub will identify this list and select the email template for the document
How many Aliases and Email accounts are available to Zoho One customers
As the title states, we're Zoho One customers and there is no literature that explains the following inquiries; How email accounts are allowed to be created. Is it only 1 per user? How many aliases can be made from each email account? Are there costs for value-added features and what are they?
Is there any downtime or delay when switching from another mail host to Zoho Mail?
From my understanding, there is usually a delay period when switching DNS. If so, what is your typical delay times before we're able to start sending and receiving emails through Zoho Mail once we switch our domains over?
Meeting Invite Improvements
This is a two-part enhancement request. Part A: When a meeting invite arrives in Mail, switching to Calendar view should show the meeting on the calendar for the full time of the appointment. The color should be an alternate color or similar to make it clear this is an unaccepted invite. Part B: When a meeting invite arrive in Mail, there should be context added by Zoho Mail to inform you if this meeting Conflicts with another meeting, Is free but adjacent to another meeting, is free time.
Group Icons and Admin Profile photo not showing to Guests in portal
Guests are not seeing my profile (I'm admin.) Also, guests are not seeing group icons.
Custom URL
Are there plans to allow URL customization of the specific event location (e.g., as a CNAME), rather than under the portal URL?
Convert to JSON format
How can i convert following to json format using deluge, i have debugged a bit found that i need to replace ],[ with , (comma), but i have no success. [{ "name": "Ron", "email": "ron@test.com" }, { "name": "Jaby", "email": "jaby@test.com" }],[{ "name": "Karen", "email": "karen@test.com" }, { "name": "Clowy", "email": "clowy@test.com" }]
Email client receives messages much later than zoho inbox
Hi, I use the Postbox email client on Mac OS X. On my phone I use the Zoho app. Now when I receive a message on my phone, it takes hours for those messages to appear in Postbox. Please advice! Regards, Eelco
Could we get the ability to paste stuff into the custom autocorrect forms?
I would like to be able to convert some things automatically into characters which aren't normally on the keyboard. I guess I could do remapping stuff but that's extremely something I don't know how to do.
No response to ticket, Invalid Contact ID error on all flows
I've had a ticket open for almost a month now (#33795135). No one has replied since the first email asking for me to turn on developer access. Is anyone supporting this anymore? We have two simple Flows (Onboarding and Offboarding) that make Zoho Desk tickets from new rows in Google Sheets. They suddenly started throwing "Invalid Contact ID" errors even though nothing had been changed. I can't for the life of me figure out how to fix this, and Zoho's own instructions on how to avoid this error
Turn off autocomplete in Sheets
I'm not sure if it's b/c of the keyboard I'm using or if it's just that autocomplete is too sensitive, but I am CONSTANTLY misspelling words, specifically in Zoho Sheets, as I'm typing in data where autocomplete will finish my word while I'm still typing and ultimately cause what I'm typing to lose a letter and then what I'm typing to come out incorrect. Is there any way to turn that feature off or tweak it so that it stops cutting off letters?
When typing in Doc's, my key strokes seem to lag a bit.
It's almost like the olden days when you could out type your computers ability to put the characters on the screen. It only happens in docs, and I think it's docs I have cut and pasted to complete reports. It seems like there is something going on in the background. Ideas?
Convert to JSON format
How can i convert following to json format using deluge, i have debugged a bit found that i need to replace ],[ with , (comma), but i have no success. [{ "name": "Ron", "email": "ron@test.com" }, { "name": "Jaby", "email": "jaby@test.com" }],[{ "name": "Karen", "email": "karen@test.com" }, { "name": "Clowy", "email": "clowy@test.com" }]
MX and SPF still not verified
Hi, I have successfully verified my domain. I've also configured my MX and SPF with the help of my DNS provider (that assured me that everything is well configured) but still having problems to have the MX and SPF validated. I can send emails but won't receive any. Domain: p55.io Can someone please verify what is happening? Thanks in advance.
How to read xml file with zoho creator
Hi All Hope you all are doing great!!! I need help, whatever u know about this topic. Please share with me. Because am new to zoho ,if anybody help me it will appreciate. My questions are below : How can i read the xml data using deluge script using zoho creator? And how can i store the xml data to the database? Then build a report with these data in zoho creator? Note : The xml file will be upload using file upload in zoho Docs/Workdrive Hope you all are help me and share your knowledge here:-)
Restart chat bot
Hi, I would like to loop the bot back to the top of the conversation, after a visitor response trigger. How can I do that, please? thanks
CRM Report - Notes Module
I'm trying to get a daily report of the notes entered by my sales team. There are a few ways notes get entered - 1. There are a number of Events created for meetings with Contacts associated with Accounts or Deals. The Event will linked with the Contact + Account or Contact + Deal 2. We may just receive info via other means for a Deal. In this case, the sale rep will add a note to the Deal.. The Deal is usually linked with an Account and Contact. 3. In the case of a regular visit to a customer or
Receiving "550 Please turn on SMTP Authentication in your mail client" when trying to sending email to my zoho email
I configured my dns mx records, spf, DKIM and got them all verified in my Zoho Mail Control Panel. I am able to received email from hotmails and other email addresses except gmail. When I tried to send an email from my gmail to my zoho email, here is the error I got back: Message not delivered There was a problem delivering your message to info@kimkimmedi.com. See the technical details below. The response from the remote server was: 550 Please turn on SMTP Authentication in your mail client. mail-wm0-f45.google.com
Meeting minutes in Zoho
Dear all, I want to create an event for account including meeting minutes. The problem though is that the opened window is so small that it is impossible to use field description for meeting minutes. Dou you have any idea how to sort this out? Regards Pavel
Zapier Issue
Hello, We are attempting to use Zapier to have our registration site (Regfox) connect to a custom module in Zoho CRM. The issue I'm having is that Zapier doesn't work with lookup or formula fields. I'm trying to have the Contact Name and Account fields from the registration site to link to our contact name and account lookup fields within the custom module in Zoho CRM. Is this something that can be done?
Need help in setting up my CRM structure
Hi everyone, I have a woocommerce based store. I have taken Zoho One subscription and am planning on integrating website with Zoho completely. Currently I have made 3 modules: Orders, Contacts(Unique) and Products(Unique). These 3 modules are interlinked with multi-select lookup. This is so that i can track exactly how many orders a person has placed and what products does each order contains. But the problem here is that multi select lookup fields are not downloadable. I want to be able to download
Understanding Field Update and "Repeat this workflow whenever a lead is edited"
I have a workflow triggered on Field update 1. Does Field update only trigger when a field changes? For example: if the field value is "dave" and is updated to "paul" it will trigger if the field value is "dave" and is updated to "dave" it will not trigger At present, the action only fires once. 2. Am I also correct that if I tick "Repeat this workflow whenever a lead is edited", it will only trigger on this record, on this field?
Email Alias
Hi, when I send emails to prospects through zoho crm (templates), it only shows my first name (sent field) in the Alias. How do I change to my full name?
Getting Error from Zoho CRM API C#
Hi, I am trying to connect my application to Zoho API using C# SDK but I am getting the following error. It seems like the connection is fine but it is unable to get the data. I have enabled the module.all scope and read scope, for access token, as well. ZCRM_INTERNAL_ERROR Object reference not set to an instance of an object. Here is my code: public static Dictionary<string, string> config = new Dictionary<string, string>() { {"client_id","1000.xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"}, {"client_secret","xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"},
Video Tip #3: Managing Team Member Roles
Hello everyone, We're excited to be back with our video tip of the month. We hope these tips help the WorkDrive community learn more about the various interesting features of your online collaboration software. Zoho WorkDrive is designed to boost productivity by helping teams work together more efficiently. Be it a cross functional team or a single-discipline team, role-based permissions are critical to the success of your project. If you think a team member is ready to take a higher level
Add drop down answer to the On Success code
Hi there Im having trouble adding the code to send email with confirmation details with a drop down box. Here is half of my script, My drop down box called "Chain" Can any one help me with a script to add? sendmail [ from :zoho.adminuserid to :input.Email cc:"sample@gmail.com" subject :"new booking" message :input.Full_Name + ", <br />\n<br />\nIt was good to speak to you on the phone earlier. <br />\nAs discussed, please find below the details of your booking. <br />\n Please be
Next Page