New URL field should be a clickable link in Reports
The new URL field in Projects would be so much more useful if when included in a report, it would be a clickable link. Both Live reports and report exports sent out on a schedule. That would be very, very useful!!
Migration from US server to EU
What is the procedure to migrate from US server to EU? Whom should we contact?
Update New Records and delete old records from Report
Hie , Have 2 forms :- In form 1 fields In form 2 fields ID ID (lookup from form 1) first quantity quantity second quantity option(dropdown) first , second , third third quantity Needed when Fill form 2 ID = 1 quantity = 50 option = first create new record in Form 1 report like And in form 2 report ID = 1
Create Campaign in CRM with Zoho Campaign
Hello, When I'm in Zoho Campaign and I create a campaign I have the option "Create Campaign in CRM = enable". I can not find where this campaign is created in Zoho CRM. Is it possible to find the campaign sent to the "Leads" of Zoho CRM in Zoho CRM? Thank you
Automatically Transferring Products from a Won Potential to an Associated Account
So you're closing the opportunity/potential as a win, and you want the products associated with that opportunity to now be associated with the client account. Is there a way to do this with automation workflows?
Zoho Mail App not showing "notification" or "newsletter" emails
Hi. I receive emails on my phone app, as I see the number marker when an email is received. However, if the email is tagged as "newsletter" or "notification," I can not read the email. Opening the specific folder, gives me the message, "you do not have any emails here." Assuming this is a setting somewhere but could not locate it. Any help is appreciated.
Subforms in CRM Mobile?
I figured out how to use a subform in a custom module I created but found out that the subform is not usable on the Zoho CRM Android app. This is something that is really hindering the use of Zoho in the intention on how I am building it. Will the subforms be accessible on the mobile app? Also, if not, how can I set up a field to add product or items from another custom module just like you would when adding products in a quote? Thank you for any help on this.
Outlook plugin - Search and Add Email has stopped working
Hi, I installed the Zoho CRM Plug-in for Microsoft Outlook version 6.5.0.0 a couple of weeks ago, it worked well and did exactly what I needed which was to manually save emails to the Zoho CRM and allow me to select which Lead or Deal to attach the email to. The other day the search function just stopped working. See the attached images - if I use a valid search string (ie one that actually matches a record in our CRM) and click the search button, nothing happens. If I type a dummy search string
i cannot find the translations
hello i am using an enterprise account with super admin permission and i couldn't find the translation function under customization. i download the English language file and translate it into Arabic. appreciate your help, than you
Can send, but cannot receive emails into Zoho inbox
Dear all, I'm currently able to send emails from my Zoho address, but am unable to receive any. One of the errors I receive (when, from my gmail I try to message my Zoho account): "The response from the remote server was: 553 Relaying disallowed" Is my account trying to filter out all incoming emails? Is this a permissions issue? Thank you,
Allow a module to be Global and eliminate the limitations using CRM variables
Watch the video https://drive.google.com/open?id=1rZCVVgfGk4JjlBpKd9f0WCTnJaEgGKIv If you permitted a module to be global (able to be used without a lookup relationship) then we would not have to be limited by the restriction in using CRM variables: Cant be used in a function field Cant be used in Zoho Campaigns Cant change group without deleting and recreating Cant organize Cant Import or export Cant add custom attributes Cant use html (it escapes the code) Modules DO NOT have the restrictions above,
550-Please turn on SMTP Authentication in your mail client.
Sir, I booked domain in godaddy, www.kalaimagalgarments.com,, The Hosting is on inwayhosting, The zoho mails, sathish@kalaimagalgarments.com, & info@kalaimgalgarments.com I have updated the MX records to point Zoho in both Domain control panel as well as in hosting CPANEL, But still unable to receive mails, Zoho to zoho - is working, gmail to zoho - No working, ' I tried with veenettech@gmail.com Pls support me ------------------------------ original message - bounce--- Delivery
Spell Check German
Hi there, my spell check is not working. When I click the spell check button it underlines lots of words yellow, which are all not spelt wrong. also it doesnt give suggestions for the right spelling. what to do?
ＣＲＭの発注書から商品を選択する場合、商品コードでも呼び出せる？
発注書を作成する際に商品に商品コードを登録しました。 しかし、商品の選択のところにコードを入力しても候補が現れません！ なんででしょうか？ もう一つ。 納品先住所のところに選択式リストを作ったのですが、ここで登録しておいた納入先を選ぶと下に表示されるような仕組みってできましたっけ？ 週末にすみません。ご存知の方いらっしゃいましたら教えてください。
Line joining legend
Hi, Just getting started with ZA so please bare with me. One of my Pie charts has the legend to the right but the "value" is shown near the pie with an adjoining line. I just created a new pie which will only ever have two values and would liek the same lines. I've compared both sets of "gear wheel" settings in edit mode and they look the same. Any ideas?
Interacting with small portions of a large form
Looking for ideas to approach this business need: I have a form that holds customer project details, and I want different departments to edit/update different portions of the form. Sales updates customer requirements, Production updates parts purchases, Install updates employee assignments, etc. Right now I have Sales seeing everything and just scrolling thru and ignoring what they don't need. I have Production set up on a separate small form with lots of workflow to update changes made in the
Creating field validation rules to prevent special characters
Hi to all! This is our very first Partner Speak on CRM. Here is a hot tip that you can set up in your CRM in minutes. One problem Sales teams / CRM admins face is special characters randomly added by users to a name field in CRM. Special characters on fields can cause issues when it comes to automations, merge fields and integrations. To counteract this issue a field Validation Rule can be created to include all the special characters that are not allowed on a field followed by a customised error
Zoho Sites anchor to a different page?
Can I link jump to an anchor on a different page? For example, I have an "Adults" page with a list of activities with their descriptions and an anchor for each activity. I have similar "Youth" and "Children" pages that also list activities and descriptions with anchors. All three pages have "Activities" as the parent page. On the "Activities" page I list all activities by age category. I would like to be able to link from the "Activities" page to one of the sub pages (e.g., "Adults") and link directly
Update Child Records field (Pick List) when field (Pick List) changes in Parent Record from 2 Custom Modules
1. I Searched and tried several solutions in this community (like https://help.zoho.com/portal/community/topic/update-all-custom-module-related-records-when-a-contact-is-updated) but so far I was not able to get it working. I have 2 Custom Modules with a Parent - Child (1 to many) relationship. Both have a Pick List with same options. If the value changes in the Parent, I would like the value to be changed in the Child Records as well. The value in the Parent changes based on a date in the same Custom
Validate a field using custom function
Urgent I have a field which should take input in format of AAB-X-112 i.e. first 3 characters then a hyphen then 1 character, a hyphen and then 3 numbers. How can I make sure that user inputs exactly in the required format. Custom Function is looking like a hope. Any ideas? or other thoughts to get it done. Does Deluge support Regular Expressions any how???
ASAP ticket description box text is white?
Hello, folks, We have set up Zoho ASAP and it works well. The only problem is that users cannot submit any description because the body color in all the themes is white. I have tried using all the themes and even customizing, but this still remains. The preview in the ASAP set up has the same problem. Please see below:
You do not have permissions to create this account in Zoho Mail. Reach us at support-as@zohocorp.com for further assistance.
Cannot create the Email after change the domain. Following Error is popping up - You do not have permissions to create this account in Zoho Mail. Reach us at support-as@zohocorp.com for further assistance. Domain is - @cgoogle.kuroknight.com
Run internal workflow as Owner in order to have correct
How to run internal workflow as Owner in order to have correct ${userSignature} ? Actually I need to create for each owner a separate workflow with a separate email template to achieve this. Too many copies! Any better idea?
Display records from another form in a report view
Hey there, How can I display records from another form as I have used lookup field on another form to record all the activities and want to aggregate all the fields on a spreadsheet view. But in another form (in which lookup field is used) my records are duplicated for keeping transactions of records to show transaction of a particlar ID. I need to display only distinct records with all the duplicated records on detail view. How can I achieve this. Thanks in advance!
zoho creatorでバーコードを読んで、CRMの商品を呼び出せるか？
zoho creatorでバーコードを読んで、creator内のデータを管理していますが、CRM内の商品を在庫管理できたら、発注はCRM、在庫管理はcreatorでできてよい気がしまして。 仕組みだけでも理解したいのですが、creatorにzoho crmという項目があるので、crm内の商品はルックアップできるみたいですが、バーコードで読みとって、CRM内の商品をルックアップしたりできるんでしょうか？
can't receive emails
i have stopped receiving emails, i have even sent myself a test email from and other email account but still couldn't recive it
O365 allow more than 10 domains to be excluded
We would like to exclude more than 10 domains in the email configuration with Zoho One.
Calling a workflow from a custom function?
Is it possible to run a workflow using a custom function? if not is it possible to run a workflow with an action button? Any help would be great
DNS PROBLEMS
Greetings, I try to send an email using the zoho test period to see if this service is any good, but i can't receive or sent messages: "No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - contacto@xxxxxx.com" I looked up for this error and apparently the dns records must be added to the domain in order to sent or receive email in a doimain i bought from Zoho ppl. I entered the control panel of the domain provider, added the mx records, but still can't receive or
Unfortunately deleted e-mail
Good morning, I unfortunately deleted my e-mail via super administrator, and I had there important files, so, is there any way to recovery that? Please write back. Thank you.
evernote import
Greetings, I have 1300 notes in evernote. When I try to import to notebook, I immediately get a successful reply which is quite impossible for 1300 notes. And of course when i check my notes, none of the evernote notes were imported. I tried this on the web app and my android with the same results. Am I doing something wrong or what? iomari
What is the Transaction to Credit Card / PayTM / Amazon Pay / Paypal / Pre-paid Wallets called as?
Hi All, I would like to know what we should call the transaction done toward Credit Card / PayTM / Amazon Pay / Paypal / Pre-paid Wallets etc. These are not actually expenses but a transaction toward pre-payment of these accounts. It's Internal Transactions basically. So how do we match these transactions? In ZOHO Books, while matching the transactions manually shows the 'Credit Card' under "Transfer to Another Account". It means the Credit Card is considered to be an Internal Account (or maybe a
Tip of the week 37 - Know the smarter side of your email marketing software
If we ever compile a list of reasons why people use an email marketing software, "sending bulk emails with little effort" would occupy the pole position. As an entrepreneur, you'll have too much on your plate - and anything that makes your life easier is a no-brainer. Given this, businesses turning to an email marketing platform to save time and effort is very much understandable. However, an email marketing software does a lot more than just helping you save time and effort. It streamlines your
getURL response handing
I'm not a programmer by training, and am trying to use getURL to import data from an external site via their published REST API. I have successfully executed the HTTP GET, passing the proper parameters, and have the json file returned which I can put into a record, but only as straight JSON formatted text. Now I'm unclear on two things - how do I convert the JSON into XML (assuming that is necessary) and then how do I parse or map the XMLvariables to populate fields within the Creator form? So my
Outlook Add-in feature "Search and Add Email" shows no window to view results
When trying to link an email to a Potential from outlook, we use the function "Search and Add Email" from the outlook add-in but this window has no box showing the results, it's blank. See screenshot of the window It's not returning any results even if we are sure there are results. I removed the add-in and reinstalled it, i removed java and reinstalled it, but this doesn't resolve it
Create Custom Action Button to Display Limited Form Fields For Selected Record
Is it possible to create a custom action button on a report that will open a pop-up window (or new page) displaying limited fields for the underlying form? I have a large underlying collection form for work projects (30+ fields). When I create reports on certain fields of that form, I'd like to be able to click on the record and be able to quickly edit some of the displayed fields, without having to scroll through the whole form. Basically, the action button should open the form for the selected
Use a custom function to auto-fill an empty field
In each of our potentials we have the standard field 'Potential Owner' and a secondary user field called 'Relationship Manager'. I would like to create a custom function which auto populates the 'Relationship Manager' with the same name as the 'Potential Owner' if it has been left empty. Any help with the function appreciated.
Count the number of weekends
Can anyone tell me how to count the number of weekends between two given dates? The reason I ask is I'm developing a scheduler for orders in production - each job has a certain amount of hours allocated to it. So In theory I have a start time (the time that the last job finished plus the allocated hours = the finish date. But because we don't work weekends, I need to insert 48 hours for each weekend between the two dates?
Automatically Import Linkedin Profile
Hello, Is there a possibility to automatically add a Linkedin profile in Zoho?
Import Linkedin profiles in Zoho
Hello, Is there to automatically import a Linkedin profile in Zoho?
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