Exploring the Admin Panel
Hello again, everyone! This one's for all the organization admins out there! What's the fun of being the admin of your organization if you don't have any powers to use? The admin panel is where it all lies, and it can be accessed only by y'all. So, what powers do I have, you wonder? Let's break it down. The admin panel can be found by clicking on the profile picture on the top of your Cliq page. You can manage your organization as well as all your users from here. Dissecting the Admin Panel
How to Associate a Zoho CRM Campaign to a Lead record while using Zoho Forms?
We are attempting to associate a CRM Campaign to a Lead record while using Zoho Forms and have been unsuccessful. Please tell me if this is possible?
Static view or new lists
Hi it would to have a function that we can create a tempory group that we can take people on and off. eg. in select a group from candidates and have them in a new temp list (they are all still in the main list) but this is a sub list that I can for example slowly contact and call, and remove them off the list as I go), or it may be a list of candidates I am just working with this month, and I can take them off as I go, or in the list I can tick as I go, open the candidate up and close but still be
Report do not regenerate
am unable to regenerate data in my report. When I select regenerate it is desable and I see the message "Regeneration has been initiated for this report... but never end. Beside, the number showed are wrong I have allowed edit access. Our URL is https://app.zohocreator.com/lepanem/point-of-sale-2-0#Report:VENTAS_DEL_DIA
Regular signouts of Windows Desktop Application
Cliq regularly signs me out of the Windows Desktop Application. It is not consistent; there will be times where it will allow me to stay signed in for 2 days straight and other days where it will sign me out after 4 hours, even while in use. I am using my Google account tied to my Zoho account to sign in, with Google 2FA active. A related issue is that the "Remember me on this PC" does not seem to work with the Google 2FA sign in; it will ask me every time I sign in to go through the 2FA process.
Events with more than 1 contact linked in
Hi everyone, I'd like to know if it is possible to have more than 1 contact linked to an event I have created ? For now, I can only have one contact in the field "related to", the others are listed as participants. Thanks in advance,
Unable to set Task Status using Zoho Project REST API
I went through all the documentation for the API and did many tests. I am able to GET the task's current status but i would like to be able to set the status using the API on CREATION or on UPDATE but can't find any way ?? Is there a trick i missed or can you tell me if there will be a new version of the API soon because it's lacking many functionnality like being able to read the "Start after X hours" of the project templates. Thank you.
Zoho CRM Email Templates Without Background
I want my emails to look natural without a border or being centered. How do I accomplish this? I do not have an html/plain text option on my setup / modules/ templates page.
New User Password
I have added 3 new users to Zoho One and have chosen to have their password generated automatically. Next, I have sent the email notification for them to join. Where is the password? Why is it not sent in the email with the invitation or in a separate email? I have had to manually go in an reset the password and email it to them directly. I'm not sure why this is. Shouldn't they be able to get in on their own once an invite is sent?
HttpWebRequest which was working fine started to returns (400) Bad Request
Hi, my following code was working fine until couple of days ago. Now it returns "The remote server returned an error: (400) Bad Request." When I test the request in Postman it works fine. I wonder what's missing. I'll appreciate if you could help me. // sample url = 'https://www.zohoapis.com/crm/v2/Cases/search?fields=First_Name%2cLast_Name&page=1&per_page=200&criteria=(Status:equals:1 - New Case)" string requestUrl = GetApiUrl(module, pageNo, criteria, id, selectColumns, sortBy); HttpWebRequest
Zb code lost - im still new
Hi, I need your help please. My domain petdodoo.com SPF verification is not working. I accidentally removed cname which includes the zb code. I think I can fixed this if i get back the zb code. Im just new to zoho and the domain too.
ZoHo mail, status 421, Host Not Reachable
To whom it may concern, From time to time our colleagues (all with email ID under tinoq.com, and DNS of tinoq.com points to mx.zoho.com) experienced the status 421 (Host not reachable) when sending email to each other. The complain below is a real case that is just happening now. ////////////////////////////////////////////////////////// This is error when I sent an email to Luke: This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND
Zoho Recruit - Update Job Associated on the Career Site
Hello Zoho Community! There's one way data flow between Zoho Recruit and Career Site (Career Site --> Recruit Dashboard) If a candidate is associated with a job in Zoho Recruit by Admin, it should reflect back on to the Career Site. I'm trying to update this on Career Site which is not happening! What's the workaround?
Any kind of popup in HTML view??
Hello, I have been searching the forums for this and keep hitting a brick wall. I have a permalink HTML view of worldwide meetings that will be searchable by the public. Each meeting record contains a lot of information making it necessary to offer a summary of each one, and allow the public to click on a "More Information" text link for the meetings that pertain to them. I provide a screenshot of my HTML table: I have modified the default List View's "View" link and it works great, except that
Not receiving confirmation email
Hello; I am not able to confirm my email address My email address was previously confirmed, but I tried to change/edit my email address and now can not confirm my email address. I am unable to receive the "confirmation link" in any of my email folders. Please help with the issue of not being able to receive "confirmation link." Thanks, Sean.
Abandon Cart Workflows with Evenium.net (3rd Party Event Reg)
Does anyone have experience with Evenium? Easy ways to handle abandon cart?
is it possible to add an image to a hand-writing note?
I'd like to be able to add an image to an existing note. I can only figure out how to add an image to a notebook then add handwritten notes over it. My use case is that a) Idon't always know ahead of time there will be an image (a handout or illustration on a whiteboard mid-meeting) and b)I'd like to embed the image as part of the note rather than it being the whole note background.
is it possibe to add a picture to a hand-riting note?
I can add a handwriting note in a notebook and Ican add a picture from the camera to a notebook and us handwriting over ir, but I can't figure out how to add a picture into an existing handwriting note. I don't want the picture to be the whole background of the note (Iwant to embed it into the note so most of the area is still available for note taking. I'd also like to be able to do this after starting a note, for example if there is a handout or something illustrated on a white-board in the middle
Delete button in preview mode
Hello, It would be necessary to have the "delete profile" function in the preview mode. It is not convenient to go back to the list to select candidate(s) we want to delete. It is too much back and forth. Please, could you arrange that? Regards Olivier
Zoho CRM API v2 invalid query formed error
I am getting invalid query formed error when search criteria contains brackets "(" E.g (Account_Name:equals:ABC (Private) Limited)
Tiny Tip Tuesday #21
Multiple ways to reach your survey audience Creating a good survey is only part of the job. To make it effective you need to send it out to the relevant people through their preferred medium. Here is how you do it: Survey campaigns via emails: Upload
Integration of Flipkart Marketplace with Zoho Inventory
Is there a way we can directly integrated Flipkart Marketplace with Zoho Inventory? Have anyone tried out this integration?
Email multiple end-users on status change?
Hi all, I work for a company that is looking for a better way to streamline some common issues here at the office. We provide products and services to locations, which in turn provide our service to multiple end-users. We have it set up so that a customer's account is assigned to whatever location they're at. Occasionally, our system at a location might go down, and we get a lot of repeated support requests from the same people asking if the system is up yet. We would like to be able to flag these
Formula field: count the number of open cases related to a contact
Hi, I am trying to create a formula field to lookup how many cases are related to this Contact and these cases are not 'Closed' (status), and return the 'count' value back to the field. Is it possible at all? Thank you!
External Users
I have two of my employees that are listed as external and I can not get them into my org... How do I get them to be part of my org? I sent them an invite and they could not accept it. How can I find out what other org they are a member of and how do we delete that org off their machine.
countcolour and sumby colour
I am getting quite desperate now. Zoho is the perfect platform for a spreadsheet I am trying to move from excel local to a shared sheet but I cant get two formula's to work Function CountCcolor(range_data As Range, criteria As Range) As Long Application.Volatile Dim datax As Range Dim xcolor As Long xcolor = criteria.Interior.ColorIndex For Each datax In range_data If datax.Interior.ColorIndex = xcolor Then CountCcolor = CountCcolor + 1 End If Next datax End Function and Function SumByColor(CellColor
Zoho Docs recognized file types
I'm a free user. I think that Zoho Docs should recognize more file types other than docs similar to Microsoft's OneDrive and ever other cloud storage online. I tested some mp3.s and they weren't recognized or able to be used.
Solution of the week: Leads-to-Invoices funnel chart
Measure the effectiveness of your sales pipeline with the help of Data Blending. Using this feature, you can fetch data from multiple data sources and combine them to build powerful visualizations. Example: Leads to invoices funnel. You can blend the Leads data from Zoho CRM and Invoices data from Zoho Books to create a Leads-to-Invoices funnel. This funnel chart will help you understand your sales pipeline and significantly improved the conversion rates. In addition, you can also quickly check
SMS Text
Add SMS Text ability to compete with other apps like Facebook Messenger. I like using Zoho Cliq for all of my work-related messaging whether I am on my desktop or mobile device, but it would be awesome to text non-Zoho users as well.
Spreadsheets
Upon opening my account with Zoho I was asked if I wanted to try the newest version of spreadsheets (docs) but now I'm thinking I might want to go back to the older version (the I had before I upgraded to thee new) can I do that ? Go back to the previous version ? Thanks & Regards, Bruce
EAN characters
I have problems when typing the barcode, I throw the following information Invalid value passed for ean
Sales Orders and Territories?
What is default system behavior for Sales Orders when re/assigning Territories? The help file only mentions Deals and Contacts are affected child records. Do Sales Orders follow the same data sharing rules? Thanks Steve BTW - the requiring duplicate assignment rules for parent-child territories does not seem intuitive...
Adding leads manually (from client side)
Hi there, Unfortunately the live form on our website doesn't work with "pull from external form" feature in marketing hub. Probably that's because the form uses some JavaScript to submit. Somehow with HubSpot we're successfully pulling leads from that form. It's about the form at the bottom of our home page: https://businessartservice.nl/ (.newsletter-form). Unfortunately I'm not able to push them from the server side manually. Is it possible to push leads manually to Marketing Hub using JavaScript?
Subscriber Limit
Hi Everyone Can anyone tell me how to upgrade my account so I can add more subscriber? Thank you in advance
where I can find the code for the API to get the opening jobs list and display it on my website
I am making a web site for a client and they ask me to display the opening jobs list on there website using the API. But im a web developper beginner and and i did'nt find the code to fetch and display all opening jobs.
Virtual conference
What is the right app from Zoho to conduct something like virtual conference. Three panelists with one moderator ( not on one site) , and attendees to watch and listen, raise questions? Attendees screen is the speakers and moderator only.
Field still mandatory
Good morning. I am trying to edit a form in our account. There are two fields that we had marked as mandatory that we need changed to optional. I have unchecked "mandatory" and saved the form, however, I'm still unable to submit the form without filling out those fields. Any ideas?
550 authentication required
I can send email but can not receive email from others The notice is : 550 authentication required Mail Delivery Subsystem <mailer-daemon@googlemail.com> 10:57 (15 phút trước) tới tôi Tiếng Anh Tiếng Việt Xem thư đã được dịch Luôn dịch: Tiếng Anh Thư chưa được gửi Đã có sự cố khi gửi thư của bạn tới phongnd@aft.com.vn. Hãy xem chi tiết kỹ thuật bên dưới. Phản hồi từ máy chủ từ xa là: 550 authentication required
National ESign Day - Ask the Experts, a live Q&A about Zoho Sign
Hello, We are excited to announce that Zoho Sign will be hosting its inaugural Ask the Experts session from 12 PM GMT on June 30 to 6 PM GMT on July 1. On June 30, 2000, President Bill Clinton e-signed the historic Electronic Signatures in Global and National Commerce Act (ESIGN Act) making contracts and agreements signed using electronic signatures legally valid. 10 years later, both the Houses of US Congress passed a resolution observing June 30 as National ESIGN Day to promote and raise awareness
Custom Function Almost 100%
I have a custom button associated to the products related list in the deals module. When products are added, I can check the boxes next to the products I want, a Create a Quote button appears at the top of the products list and when clicked the quote opens. Everything is working as designed except for one part: All the products in the list are added to the quote. I only need the ones choosen (checked off) to go to the quote. Here is the script. Can someone tell me what is missing to specifically
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