Zoho + MailChimp which DKIM and SPF to use?
Dear Zoho Staff/Community Members I have a email hosting with Zoho. I use MailChimp to generate my mass mailings. Both Zoho and Mailchimp suggest an DKIM and SPF record to put in godaddy. Can anybody tell me which DKIM and SPF would be best to use? Can I use both? Thanks.
Link the event title from our services in Zoho Book.
This way it would be already pre-populate based on the service. SO for example, Nutrition 30min, would link it to Zoho Book and plan an event of 45minutes so 30 minutes with client and 15 minutes to complete the note and get prepare for the next client. This way we could charge or not the event easily.
Need help to setup Sales FAQ
Need help to setup Chatbot-style FAQ chatbot that allows visitors to click through a range of options and get immediate answer. Basic FAQ workflow on hand, need help to setup and improve questions to make them user friendly Option to connect with a human – routing to different ‘human’ depending on geographical location of visitor
How to create event in zoho calendar using API (PHP)
Hello How to create/edit an event in zoho calendar by using API , i need samples for PHP to create a new event in calendar. Please let me know if it has any procedure for creating the API. Thanks in advance
Update attendees when changing a Calendar Meeting via Osx Agenda / iOS Agenda
When changing an Zoho Calendar event via Osx Agenda of iPhone Calendar the attendees (accepted and not accepted) are not informed
Zoho calendar with my gmail email address and responses
I want to use the zoho calendar with my gmail email address. By clients I use Mail App and Calendar App in Mac OS. The problem I have is that the appointments created from Calendar App in Zoho Calendar that have invitations receive the answers by the gmail account (that I consult with Mail App) but the appointments are not updated with Accept or rejections. Thanks Carlos
Automated/preset Sets of Tags for Matrix positions - Candidates
Hello, it would be very helpful, if it we could define a set of tags and assign them to matrix positions we could define. When adding a candidate, we would just choose the predefined set and assign the tags in a bulk. Reason: Tags are a great tool for searching candidates, but only when they are filled in in a right way and all of them. However they take time to fill. Consultants do not fill them in properly or "forget" to fill them in. Also there is a problem with newcomers, it takes time until
[Suggestion feature] Allow for multiple emails and phone one field
Hi there, It would be nice to be able to input multiple email in one Email field. Here's a use case: an app for wedding organizers with a Contact form to store the client's information. A single contact consist of 2 people (getting married) and communication must always reach both. The normal method would be to use theses fields: Name field: Bob and Ann Phone #1: 123-456-7890 Phone #2: 123-456-7891 Email #1: bob@contact.com Email #2: ann@contact.com This requires report to always display the 4 contact
Not receiving incoming email
Respected Sir, Configure our domain - madhurajint.com for free zoho email solution, Update MX RECORDS AND SPF RECORDS as per instructions, We are able to send email but not able to receive, please check MX & SPF records from your end, Waiting for your kindly reply Regards
Can Custom Fields be added to Purchase Order of Inventory?
Hi All, I want to know if we can customize the Purchase Order (PO) module of Zoho Inventory. I want to add custom fields and modify existing fields in PO. Thanks Dinesh
E-mail lookup to get data from CRM Contacts
Hello averyone, I need to create a form where user will first input their mail address and form should do a lookup in CRM contacts. If e-mail already exists, other fileds like name, phone, address, etc must be pre-filled. I want this to avoid returning users keep filling same data over and over. How can I do this? Thanks! Jeff
Suddenly users cannot edit others' project tasks!
We have been using Project for a couple of years very successfully. Suddenly today, our users seem unable to edit their colleagues tasks, close them off, reassign them to others etc - when they have been able to do this previously. I am the super admin and can do this, but even my co director who is admin cannot. Why is this please? What have you suddenly changed?
ZC to add request to ServiceDesk Plus with attachment
Hello! I have a Zoho Creator form that adds a request to ServiceDesk Plus via API. I need it to also add an attachment to the request when creating it, however I cannot get it to work. Has anyone done something similar? When using postman I can get the request with an attachment to go through (the attachment info is added to the body) but I'm unsure how to add a file to the body in the deluge scripts. Any help is greatly appreciated!
Zoho assist api
I need to provide technical assistance to customers is there any api for zoho assist.
Lost data
Hi. I logged into my Zoho calender this morning. And i clicked update my calender to Bangkok time. This made my appointments move to very early morning & very late evening. But the main problem is apart from the lead title, all other information in the appointment, in all the appointments has now gone. how can i get all this data back, restored. Thank you
attachment preview does not work
We recently ran into a problem in the last update where attachment viewing doesn't work.
How to retrieve Quote ID from Deal via Deluge scripting
Is there any method that one can use to retrieve quote id from Deal?
ERROR_invalid_client
Hi There, I work for Zoominfo and we integrate with Zoho, but I have client getting the error referenced in the title when attempting to integrate their zoominfo account with Zoho. They have all the necessary permissions enabled, so I am unsure why it is failing. One thing I am noticing is when they initially click connect, a popup appears asking them to login to zoho, and the url is zoho.com, but when they click login, it reroutes to a zoho.in page, where the error displays. Is this related to the
Merging creator apps
Is it possible to merge 2 existing creator apps into one? Other than manually recreating the forms, I am wondering how best to approach this. Thanks Sowmya
How to resend user invitation Zoho People
With the new interface of Zoho people, I cannot find a way to resend my invitation for a user. How do I do that exactly?
Copy Value from Task to Contact Function Says Successful Update Did Not Happen
I have a function that tasks a taskid as a parameter, reads the Who_Id from the task to get the contact it's linked to, then populates the Sales Owner (custom user lookup field on Contact). Testing the function indicates success, yet the field is not update when you go back to the contact. Pretty straightforward Deluge code: taskDetails = zoho.crm.getRecordById("Tasks",taskId); contactId = taskDetails.get("Who_Id").get("Id"); taskownerId = taskDetails.get("Owner").get("Id"); mp = Map(); mp.put("Sales_Owner",taskownerId);
Earmark the Sales Order for future billing
We have created Sales Orders for each of our customer who has assigned us the Work Orders (POs). In our case, 1 Sales Order has many items that get billed to the customer over a year or more. What we want to be able to do, is Plan and earmark the amounts
SPF Verification Fail
I have added the appropriate TXT record but can't get the verification to go through. Can you please help? Annette
Is importing Vendors result in duplicate Contact Id?
We noticed that same Contact Id is allocated to all vendors imported into zoho books Also, noticed that exporting invoices, estimates to csv file also has same reference in Invoice ID, Customer ID and Product ID. First issue is noticed on the paid account and second is on the trial account. We can't create Invoices, Estimates, Bills and Expenses via API with duplicate IDs. Is this specific to account setup or an error in import feature? Thanks
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Duplicate Value
I was able to add "Do not allow duplicate value" to the account layout so if an account it created and someone tries to add the same one it will populate a message indicating just that. I do not see that option on leads or contacts... is this available onthose modules? or would i need to set up some kind of workflow?
Free/cheapest way to sync MailChimp subscribers to Zoho leads?
Hey all, So I’ve been looking for a free or cheapest way to sync MailChimp subscribers to Zoho leads. Zapier seems to be in the middle with 20/25$ a month. Automate.io is the most expensive with 40/49$ a month. And I also found PieSync which is the cheapest at 10$ a month. Truth is, I don’t have a lot of subscribers so I’m not really into paying too much for this. Is there another way to do this? Maybe for free? Or cheaper than 10$ a month? Thank you!
Change date field when status changes
I would like to record the date upon which lead status changes. My understanding is the modified date field records the date of any change. Therefore, I have a custom date field and am writing a workflow rule. However, I do not see any kind of 'on change' function. How would I do this? My attempts thus far have changed _all_ date fields, not just that records so I assume it is an issue with when the action is triggered. Any help would be appreciated.
Zoho Invoices on Deals Page Layout
I have zoho invoices. On my deals module the invoice object is the default one that comes with zoho and not the enhanced one. I have already created all of my templates, but the only one that shows up is the standard template that comes with zoho plus
Exporting leads from campaign into spreadsheet
Some time ago, I set up a campaign and allocated several hundreds leads into this campaign. Now, I am wondering if there is a mechanism to export these leads back into a spreadsheet? I am only using the free version. Thanks in advance David
Can not read pdf attachments
Says its URL Blacklist! Need to be able to download my pdf invoices! Please resolve quickly Thanks, Linda
Zohobooks iPad App - Expense Receipts Attachments
I cannot attach receipts to Zohobooks iPad App. It always close down whenever I clicked to attach the receipt either from the photo or files. However, attaching the receipts work from Safari Web (not the app). Can we have this problem fixed? Thank y
Can I add HTML code from a module field into a template
I would like to add html code into a module field and have this print like HTML on a template, for instance have some fields with unordered lists for example and have this print in the template, but I get the actual code displayed, and not formatted as HTML. Is this possible? thanks.
Exporting Report PDF that looks like print screen of report on report screen
When exporting a report the columns change drastically through PDF. I ultimately want a print screen of the report sent in PDF format. Not changing the paper size or columns. Anyway to do this?
Default Font for CRM Send Mail
Hi guys, Just wondering when you'll give the ability to set a default font for the CRM send mail. There's not much point in having email signatures that can be customised with font, if you don't then offer the option to set variable default fonts with new message from Send Mail. YES - I know that you can manually change the font type in each new message, but it defeats the purpose of being convenient. Effectively we're limited to set our CRM email signatures to Verdana if we want to have a professional
List Management API Limitations?
I've been spending some time trying to digest the api documentation, but have run into a stumbling block. There is one particular List Management API (addlistsubscribersinbulk) that, using Postman, I have successfully posted a new user email to the list of, but I need to include a variety of custom fields as well (first name, last name, company, phone, etc). I've also seen that you have a custom/add function but not any way to post to those new fields. Is there some amalgamation of the two that enables
Import Contacts and Permission Denied
Hello everyone. Please could you help me, I have a problem. I have imported a list of Contacts from an excel documents to the CRM, however these are not shown in my contact list. I have tried to see the history of imported files and it tells me this. "Permission Denied You do not have sufficient permissions to perform this operation. Contact your administrator. " What could be the problem? Permission Denied photo
Custom app sending webhook to creator
New to this but I am not finding exactly what I am looking for. I have an application in Creator that I want my custom app to send information to. What I am looking for is the steps or an example please. Custom App in cloud sends json field information for example cust_id, firstname, lastname to any url when custom app triggers an event. I want to see an example of the Creator application that has the fields in the form to receive the information and populate the three fields. I believe my issue
Importing about 2,700 accounts - 30 minutes and they still have not shown up
I just ran a successful import of a CSV file with about 10 import fields. This was done into an empty account database so nothing in the database. The import process said that it was successful and that it would "take a few minutes" too process. Is there some way to check on the progress? Is it possible that the import failed and was not reported to me.
Select and Deselect in a sub-form field
I have a script that will update a field in a sub-form here: Contacts_subform.Event_Role = "Venue Contact"; //(this works) However this method will remove all other options and only add this option. I want to be able to add a selection with select() and remove just one option with 'deselect()'. by using this: Contacts_subform.Event_Role.select("Venue Contact"); //(this does not work) Unfortunately I get the following error: 'Event_Role' does not exist in this form.
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