Deleted Mail
Hi I accidentally deleted some emails today . Can they be recovered
Developing new functionalities for Zoho CRM, the platform way
In general, products are only as good as those who use them. When it comes to Zoho CRM, the greater the user needs, the greater the product must be enhanced in the form of workflows, blueprints, third-party integration, and more. These customizations inside a product can be done using the developer tools present inside Zoho CRM. However, in terms of usage, some customizations are specific to an organization while others are more global. For example, a use case for a workflow directing a unique sales
I need to recover a deleted spam message
Dear sirs I deleted by mistake a message that was in spam folder and I cannot find it even in trashcan. can you please assist me to recover it? I deleted it 10 minutes ago thanks
"Group" emails not importing
Hi There, We offer a B2B service to Industry Partners / Professional services that often use a Group email address for reception & or admin purposes. We have their consent & wish to email these Businesses with our offer & processes ect (which Zoho calls groups) however on my last import all "Group" address were not imported - can you please advise/update our account so we can email these business. Thanks
Gantt Chart for all users
The Gantt Charts are perfect to track your %completed and see if you are on schedule. The problem is that only the admin or users that can see all tasks can view gantt. Why? Is is very important for a user to be able to see all the TASK that he isrelated with in a gantt chart. So with the %completed tracking he can able to report to manager that he will miss some deadlines. This option is available only on those the can access global reports and you disable the best feature to increase the employee
Error while processing(performing) MailMerge
Hi all, Since the latest update I have a problem that occurs on every computer. Open MS Word Select Template Select Record to Merge I then get this error message: I have to go back and re-try, sometimes up to 5 times before it works properly. Very frustrating and time wasting. Anyone else getting this? Regards Chris
API ZOHO SPRINTS
Hi, I'm try integrate a project with zoho sprints api, in last week she work perfectly, but yesterday api just stopped, and i cant do request. I get my token acess with https://accounts.zoho.eu/oauth/v2/tokeand after this i try get all my teams https://sprintsapi.zoho.eu/zsapi/teams/ and i getting this error: Im using postman for testing: Someone can help me please? Thanks, Luís.
How do we mark an employee as "terminated" or "resigned" in ZOHO people?
How do we mark an employee as "terminated" or "resigned" in ZOHO people? there must already be automated workflow for this, but we cannot find it.
How do I display images in my report using the inbuilt zoho creator PDF.
Hi, I have a parent form called Invoice with an Invoice Details Sub-form. In the Invoice Details Sub-form there is a Rich Text Field which correctly displays a product image both in the form and report. See the attachments. When I print the form these images print correctly in the html view. Also when I print to an external PDF creator the images also show. When I print a PDF using the Zoho creater inbuild PDF the images in the Rich Text Field are blank (see attachment). They are also blank if I
Account inactive
MY EMAIL email@my-lphone.com all of a sudden is inactive, someone tried to hack into it a while ago but now its completely inactive pls can you resolve. Thanks
Service Interruption: Incident Alert for Zoho SalesIQ
Problem: We are facing a problem with our dependency messaging server. Effects: Customers might face slowness in sending and receiving Messages/Notifications. Our developers are looking into this with high priority. Sorry for the inconvenience caused. Follow the thread for more update on the same. Regards, Elsi.G
INR in Words
Hi, In Zoho creator it is possible to get Currency in Words? for e.g Total Amount is Rs 3,09,986 In Words: Three lakh nine thousand nine hundred eighty six Only
Incoming mail is not working, but no issues with outgoing mail
Incoming mail is not working, but no issues with outgoing mail - sgvishwa@synsolutions.in
how to restrict to only office IP
hi, I dont want portal users ( and not client users ) in zoho projects to login only from specific set of IPs. Please help how?
Imap Pro Settings
Someone knows IMAP settings for use in Outlook 365? I'm trying imappro.zoho.com port 993 and smtp.zoho.com port 465 but he open a Gmail windows to confirm user. But after type user Gmail says that no exist
Product Template does not show invoices
I created products in the product templates. I'm trying to use the invoice module to record sales to my existing clients. I can add products to the invoices but those invoices show up in the accounts module but for some reason they dont show up in the product module which means i cannot generate reports and statistics on sales per products. Alternatively i could use deals to track sales but the deals module doesn't allow me to add products. Any suggestions? Basically I just want to be able to track
Field names in a custom module accessed from deluge script
Hi, I have created a custom module called 'TestPartner' in our CRM. Its built-in name is 'CustomModule1'. By default Zoho has created a field in that module, called 'TestPartner Name'. I'd like to manipulate the fields with a deluge script, but first of all I need to access them by the name, like this: ... test_partners = zoho.crm.getRecords("CustomModule1", start_index, end_index); for each partner in test_partners { info partner.get("TestPartner Name") + " - " + partner.get("Country")
SYNTAX ERROR / MISSING BRACKET
I am trying to put in a simple formula to calculate profit. Expected Revenue - Cog - Freight = Profit Really not sure what i am doing wrong here; Tonumber((${Deals.Expected Revenue})-${Deals.FREIGHT}-${Deals.COG})
Can I update data on the Zoho CRM from an modified backup file (Import from Excel)?
Hello! Another new user here. There are some operations on data that I'm comfortable performing in excel. What I've done so far is download the latest backup, made a copy and performed the operations I needed to. I've done this without changing the format of the data. What I would like to do is find a way to update the data online without deleting and creating all the records. I would prefer not to lose the information on when the data was created but rather just have my update be noted as a modification.
Missing Middle Name when synching Google Contacts with Zoho Mail Contacts
We are having problem of getting a blank middle name in Zoho when we want to use Google contacts in Zoho and have synched Goolgle contacts with Zoho. Please help us with right resolution of this problem.
NECESITO AYUDA PARA COMPRAR 15 CUENTAS PREMIUM
Hola, el día de hoy me he registrado y me lleve 2 sorpresas: 1- Que al momento de mi registro no me cargo la pagina de pago, porque estuvo muy lenta. Por lo cual no pude poner mi método de pago y numero de licencias. 2- trate de ingresar nuevamente a https://payments.zoho.in, pero no tengo métodos de pago y tampoco me deja agregarlas 2-Que a raiz de lo que sucedio no encuentro la forma de comprar ingresando a mi cuenta ya registrada. Necesito ayuda por favor, quiero registrar mi tarjeta y comprar
Has anything changed with the API
Has anything changed with the API? Below is our script on our site that we use for chat. In our chat we created a new field called Date of Birth: This is where the customer can enter their Date of Birth. We have written some java script that will intercept that field and call to our API to replace the Date of birth with a URL. That way when an agent accepts the chat the Visitor Info will display (Secret) Dob with a link the agent can click on to get what the customer entered in the DOB field,
MX Option
Good Day I am trying to verify my domain on a free zoho account so that I can add email accounts but Iam not getting MX method on the list the other three are there TXT, CNAME and HTML but not MX, can somebody help know reason why?
Writer + Merge Form Questions
Need help: What is the difference between setting up the form automation function via a Template and via Document? It seems that if I were to go via Zoho Forms, that I would need to have a template ready to go in Zoho Writer and then map the form outputs on the particular template. However, if I were to set up the form and then set up a zoho document, I could then have the form's outputs be mapped onto the particular document. I do not understand the consequences in choosing each approach. I feel
How to update field in multiple child records when parent record field is updated?
Hi I hope someone can help me. I have written a function to update a field called "Organisation Type" in a module Contacts whenever a similar field in Accounts is updated. This function/workflow works fine when there is only one child record but when there are multiple contacts associated with an account only one of the contact is updated. Here is my code; ContactList = zoho.crm.getRelatedRecords("Contacts","Accounts",Account_ID); Contact_ID1 = ContactList.getJSON("id"); Contact_ID = Contact_ID1.toLong();
zoho creatorでFAXを送りたいですができると思いますか？
こちらのフォーラムでcreatorの質問ってしても良いのでしょうか？ creatorに詳しい方教えてください。 弊社は製造業で材料の発注を手書き、FAX注文という形でアナログでしているのですが、発注管理をしたくて、というのも例えば来月の支払いはいくらなのかざっくりとしかつかめない、請求書が来て初めて正確な金額がわかるという状況です。 クリエータークリエーターでアプリを作ったとして、発注自体はやはりFAXなので下記URLのようなオンラインFAXサービスを使ってクリエーターで発注したらFAXも送るみたいなことってできるんでしょうか？ まず、アプリが作れるかって問題もありますが、とりあえずそこは置いといて。 夢を見てもいいかどうか知りたいです。 よろしくお願いいたします。
OAuth Self Client Scope definitions
I am trying to setup the API v2 OAuth using "Self Client" as we do not have OAuth2.0 setup yet, but we don't want ot develop any API calls with the soon to be depreticated ZOHO ApI v1. I am on teh API document: https://www.zoho.com/crm/help/api/v2/#oauth-request and under "Step 1: Register your application" It shows the "Self-Client" it says: "In case the user does not have a domain and a redirect URL, the self-client option can be used to get access token." Where is there a list of the Scope(s)?
Integrated Web Form not working
I've embedded a form in our company website using wordpress, but it doesn't seem to work. I had several people test it from different computers, but they all reported they don't get any feedback after sending the data while they should be redirected to a specific page. Moreover, CMR integration doesn't work, no lead is created. Here's the integrated form url: http://www.mirabilar.com/sitenew/en/augmented-reality/
Multiple branches
I am looking only for small matter i.e. I have 3 branches and I am not able to create a separate PNL and other reports for each branch separately, even the users are the same for all branches. Only difference is that funds are allocated separately and must be consumed separately for each location. Explanation : I have 3 locations and need to have separate reports for each branch.
Limit of 10 combined for vendor and client portal
Why is there a limit of the number of users that can be invited to client and vendor portal? What if I have more than 10 clients, which i do. Thats why I have upgraded to enterprise for the client portal option. I might as well downgrade and not use the client and vendor portal option
My tasks by custom status in Kanban view
Hi, When viewing "My tasks" in kanban view we would like to be able to see the tasks ordered by custom status like when inside a project - not only by priority or percentage. Do you think it can be solved in the near future? Best regards Camilla
Error trying to upload jpg images
I'm in the middle of a HUGE fundraiser, and all of a sudden no one can upload jpgs. I sent in a support request but I haven't heard anything. I'm feeling very embarrassed about it. Can someone please help?
This Operation has been restricted
Hola! Quiero verificar el dominio planetariosamazonas.com con CNAME, pero al hacerlo me da el error siguiente: This Operation has been restricted. Please contact support@zohomail.com for further details A qué se deberá...? Muchas gracias por su ayuda
Color for Tag(s)
Hi, I am trying to set the color for Tag(s), but not manage to find. Is there available for this option? Thanks.
Zoho Creator form is not showing on mobile Zoho CRM
Hello, I created a form in Zoho Creator and imported into Zoho CRM. I cannot see it in the mobile version of CRM but I can see it on my desktop. Could someone please let me know what I need to do to be able to see it in the mobile crm? Thanks in advance for any help.
I am having trouble with this simple formula of adding the total of 5 numeric fields:
Formula Expression*
Variables - How do I print values of variables?
Hi I am new to deluge and I am using the play with deluge application to learn. I am stuck. Pls see attachment. Many thanks
Latest Thinking Field - updated date
Hi, Is there a way I can add a date field that tracks the latest thinking update for an opportunity? Thanks. Rod
Fetch Record Data in CRM and Add to Subform in Creator App
I am having trouble figuring out exactly how to complete the following; I have a form "Add Lender" that has a subform "Lender Contacts Subform" Fields in "Lender Contacts Subform" Contact - Integration/look up to CRM Contacts Role - Picklist Email - Email Phone - Phone Mobile - Phone The goal is to look up the contact in CRM and once selected, pull in applicable info already there, which would be email, phone, and mobile. What I have is: Workflow executed in form "Add
How do i add both mailgun and zoho mx together at Digitalocean?
How do i add both mailgun and zoho mx together at Digitalocean? I am now using Zoho Mail as our company email to send and receive official email and we are using Mailgun on our web app to send transactional emails, i.e., when user signs up etc On the MX records, Zoho mail was configured on Digital Ocean as such: MX jobsrefer.comCopy mail handled by mx3.zoho.com.Copy 50 30 Copy More MX jobsrefer.comCopy mail handled by mx2.zoho.com.Copy 20 30 Copy More MX jobsrefer.comCopy mail handled by mx.zoho.com.Copy
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