Customers to see entries from other customers in a report AND Approval query!!
Hi there, I an app which a sort fo banking app for my company. I need to know how to do two things: 1. Allow 2 customer to log in and see exactly the same information as each other. For example if one customer enters a form and this then shows on a report i want the other customer to be able to see this report and the information the other added. 2. This is an approval system i need in place. I need one customer to log in and fill out form. Then another customer to log in and be able to approve said
Outgoing email rejected due to IP address being on blacklist
When attempting to send email I'm getting the following error message: javax.mail.MessagingException: rejected because 135.84.80.194 is in a blacklist at cbl.abuseat.org Blocked - see http://www.abuseat.org/lookup.cgi?ip=135.84.80.194 Currently unable to send any email.
Multiple Emails per Lead and Contact Please (for Gmail integration)
Would be very helpful to have multiple emails per lead and contact built into the system. Our situation is that we are using the Gmail integration to be able to see emails within the Zoho record between our sales reps and leads and contacts. Unfortunately, our leads and contacts often have more than one email address and so only the communications that were exchanged between the main email listed in the record, flow into the Emails area. Anything that occurred between the rep and the lead or contact
[Urgent] Please unblock my email @eisfilmstudio.com !!
Hi Zoho Staff, Can anyone help me with unblocking my emails under @eisfilmstudio.com? It has been 10 days that I wrote three emails but nobody gets back to me. I can neither send or receive emails. It brings lots of trouble at this moment. Can anyone help?! Thanks, Alex
Coloured relationship diagram arrows
I suggest to distinguish single-select and multiple-select lookup fields in the relationship diagram by using different arrow colours when hovering over them. Currently all arrows are shown in blue.
Trouble Setting Multi-Select Field on User Input
Hi - Having trouble getting a multi-select lookup field to pre-populate based on user input. Form A contains list of all Employees and the Location where they work. Form B creates new projects and includes a lookup field to Form C containing a list of project team groups and a multi-select lookup to Form A allowing the user to assign employees to the project. I'd like it so that if the user makes a certain selection for the team group (say, "New York Employees"), the multi-select field will pre-populate
Doubt about iteration limit
Hi, I'm building a couple Apps and as of now I'm not having any iteration limits problems, however the lines are piling up steadily and fast... Hence the concern My question would be if a "for each" script counts iterations from the raw amount of lines of the table or if it counts the iterations per result in which it has to act. Ex: I have a form with 6000 lines and it contains a field "Color" and 100 lines have "Green" color, if i do a "for each (Green)" script, it will count a hundred iterations
HTML Pages Background - No Control
Am I able to create HTML pages with full screen HTML? The way that Creator has the panels, it always looks like an iFrame and unprofessional. As of now, I can only create a floating panel look. This may be Okay for some internal needs but if I am going to consider building apps to go to market with, I need to be able to have the app look like any other basic app. Anyone have any ideas regarding this? Creating a custom site and then connecting to Zoho Creator seems a little overboard and lots of
Facebook leads error, doesnt work
TAKE MY MONEY! Lord, as usual, these things.... ok I am getting the "You can't run restircted lead ads until your Facebook Page accepts Facebook's Restricted Lead Generation Terms of Service" error when trying to make lead ads. But my FB ad account has accepted this, has for some time. (at: https://www.facebook.com/ads/leadgen/tos) So why? Why why why.......
Holidays
Hi! Could you think about adding predefined list of holidays for apps like People, BugTracker/Projects, Desk, CRM, etc. ? It would be even better if you would add one, central place for importing/customizing holidays for whole Zoho One. It's quite annoying to enter those information in every app especially when it's very standard feature in most of modern software. Cheers.
Zoho Connect
I want have the trial version of the Zoho Connect and i was testing to check if i an restrict the view of the board to admins only. I dont want all my team members to see the board and see the task of other members. i only want them to see the task given to them.
Show emails in full screen
How can I show an email in a box larger then that shown in the preview box? In other words, can an email be opened into a window of its own?
TXT Record cannot be verified
I have proper;y added the TCXT redorect to my DNS settings. My domain is registered as DirectNic. However, after more than 24 hours Zoho Mail will not confirm it. My TTL is set at 600, which is the provider's minimum.
Very slow delivery of emails
Hi. I have just set up a zoho mail account. I want to pick these up on my Mac using Mail, I have tried both imap and pop, but the speed of email delivery is woeful. I have just sent two test emails and 5 mins later they still haven't arrived. If I check webmail they are there instantly. Also if I check web mail they get delivered to Mac mail too. What is going on? I can't use this mail account if I have to log onto webmail every time I want to pick up an email.
SMTP not working needs help
Hey im trying to use ZOHO SMTP but always i got error messages if any one cal help me .
File upload to Ticket api not working
Hi, I am trying to use the upload api (https://accounts.zoho.com/api/v1/uploads) to upload a file, so that I can attache it to zoho ticket. But this upload api always returns status_code = 405 message, event though the HTTP status code is 200 OK. Let me know what is the issue. I have attached the image about how I am calling the api through postman.
Can't send email; Outgoing mails get blocked.
Hello, I am receiving the following error each time I try to send mail from my zoho account. There are only 5 users on the free mail plan account and none of them are exceeding the 5Gb limit. Here is the error code. Kindly guide me as to where the problem exists. Error type: "Unable to send message;Reason:554 5.1.1 Mail sending blocked for the domain(s):[gmail.com]” TIA!
JSON list/array not able to parse
I am not able to parse json list in Zoho Creator. JSON starts with square bracket [ ] . I am not able to convert it to list for looping through it. [{"device_id":"297e79be208d1db191a7e2c0cdc3eb4413c939d9","device_type":"computer","device_url":"https://dashboard.panorama9.com/portal#assets/hardware/computers/297e79be208d1db191a7e2c0cdc3eb4413c939d9","manually_added":false,"name":"JOEPC","alias":"","manufacturer":"Lenovo","model":"20DH002TUS","serial_number":"PF0BEC36","cpu":{"manufacturer":"AMD","model":"AMD
How i can integrate ccavenue payment gateway in Zoho Subscriptions.
Hi, Please give me a solution regarding this. Regards
Two way reports on Meetings and People
I have what I thought was a very simple requirement for a small application: In Contacts Form, I have a list of people In the Meeting Form, I have a list of Meetings Contacts attend multiple Meetings, and Meetings have Multiple people I need to generate two reports: 1- For each contact, the list of meetings attended 2- For each meeting the list of people attending And be able to enter quickly the contacts in each meeting or the meetings attended by each contact. Thanks
Embedding The Calendar
I am using Zoho Backstage on the Zoho One plan and when I embed the calendar it only shows the one event that has the Zoho One Enterprise attached and not my other event just created for a free event. I don't understand why this is the case. Can you let me know what I can do about it.
How can I get a date in date format only without hours
Hello, I need for flow to close a deal a current date in the format "dd-MMM-yyyy" I did this function: string today() { return zoho.currentdate; } But it return : "today_7": "08/08/2019 00:00:00" with hours. ==> Do you know how I can write the script to get the date format only Thanks for your help Have a nice day
we have created a ticket in python but we cannot view the ticket in zoho desk
Sent e-mails to Gmail and other businesses are going to SPAM folders, increasingly so...
Hi Zoho Team. I am using Zoho mail hosting (free plan) for my domain www.psydeh.com. I am not an expert in this area having cobbled together our hosting for our small team with little experience on doing so. I write about my Zoho email going into an increasing number of recipients' SPAM folders, including gmail and client/customer specific email. THIS SAID I did not have this problem in the past. I do not have this problem when sending an email to my own personal hotmail account. Also, my first
Is there a way to have an external URL open when a user clicks a record on a dashboard or report?
Hi everyone, we have a custom CRM system we built and we were looking at Zoho for its reporting capabilities. So for example we might have a chart on a dashboard that shows opportunities, with how many are in each stage of a sales funnel. If I click on the opportunity name, I'd love it if it was able to open a new tab and go to a URL that I specify, being the URL to this record in our CRM system. That way users can be browsing a report or dashboard in Zoho and easily still click to then work on
Iphone set up with zoho mail
I cannot get my iphone to accept my email account with zoho. Am I missing something? I followed the instructions provided and my message says it cannot connect with the server. Any ideas?
Tip of the week 40 - Know the smarter side of your email marketing software (Part 2)
In the previous part, we discussed why an email marketing software is not only a time-and-effort saving medium and how it can optimize your entire process. Today, we are going to put forward additional reasons to validate the same. And in the process, help you maximize your email marketing software. So here's our second set of reasons: 1. Email Preview If designing a perfect newsletter is one thing, making sure it renders properly across platforms and devices is another. Different people use different
Zoho Vertical Console Limitations
Hello there, At a glance, the developer console shows a lot fewer features than Zoho CRM. We are planning on developing a Vertical but we have some questions first regarding limitations. 1. Which Zoho apps can be integrated with the Vertical? Zoho Social Zoho Campaigns Zoho Sign Zoho SalesIQ Zoho Docs 2. Do customers have access to a Vertical Mobile App on iOS or Android stores? If yes, is it Zoho Branded or White Label? 3. Does Vertical CRM offer Workflows with multiple rules? We have more questions
Cloning line items
Line items can now be "Cloned" in Books I've just discovered ! Thank you Zoho guys - a valuable addition requested a while back, but no mention of it being implemented anywhere? Image attached for those that may find it useful !....
Change to Terminology
Hi We have noticed today that the terminology for "Events" is now being changed to "Meetings" Is this going to affect any reports that filter by Event Type " Events " because that will be super frustrating if it does. Or is the wording just being replaced in the background for all areas of the CRM? I can see it has already changed in the mobile app version Are there any other changes? Thanks
Web tabs
Just discovered how useful this feature is & I've added lots of useful tabs but now I find the need to re-arrange them - not possible of course - add the ability to re-arrange them please Zoho. You guys have some great ideas but you really need to let some people have early access or run a beta testing program so you can iron out these silly oversights before release ! I'm more than happy to volunteer as a lot of other Zoho enthusiasts would. We really do want Zoho to be the best ;-) It would be
BRAND WISE SALES WITH PROFIT
Hi, Can you add brand wise sales report with profit.
Checkbox help too far
When adding a custom field in Books form, it seems the help is quite far away from the checkbox. You really have to know it's there. Screenshot: In CRM, the help text is nicely positioned next to the label... I suggest Books should take an eye on CRM
Formula to show the amount of months and days between 2 date fields
Hi Please would someone help me and provide me with a formula to show the number of months and days between 2 date fields. I can only work out how to show the number of total days, but was hoping it could read as: 4 - Months and 29 days Many Thanks Peter
POPPRO.ZOHO.COM not working
Dear admin my email account nuno.goncalves@alphaplus.solutions is not working with poppro.zoho.com please help. Nuno
Zoho CRM adapter for Asterisk 13
Hi! I saw on this forum, that once a Zoho admin posted a link that would give adapter for the Asterisk 13 version, but that link is now obsolete. Could you please provide it again? We can not use anything but Asterisk 13, as its integrated into Pascom's own PBX solution. Thanks in advance!
Unable to see email activity
I am curious to know how to see any email activity that has taken place between myself and a contact from the mobile app. It is extremely convenient to have this feature in the app, but as of right now it looks like the Zillow app does not have the schedule ability? Can a Zoho representative please clarify whether this feature is available, and if not, when you will be making it available?
Commissions Payable
Looking to enter sales rep name, contract name, percent of commission (based on several factors) and ability to enter monthly sales numbers. Each sales rep will be commissioned off of the amount generated by their accounts on a monthly basis. This amount changes monthly. We need to have access to enter amounts easily per contract that will tie into the reports generated. We would also like an automated e-mail to be generated back to sales rep with the amount of their commission check based on the
Introducing improved dictionaries for 11 languages
Ideas have no bounds and can be communicated through any language. That's why we've been hard at work to refine the way Zia gives spelling suggestions in different dialects. Today we're happy to announce that we've improved the dictionaries for English
Adding groups of people to a Cliq Channel
Hi There, i want to create a series of Cliq channels, all locked down to invite only. I'd like to then create groups of people so I can invite them to the channel in 1 easy process (rather then inviting them all individually). Is this possible please? I did create a group via admin panel -> Older version -> groups. But I can't seem to find a way of adding that group to a channel? Many thanks
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