Custom function
Good afternoon I would like to perform a custom function to create tasks to leads as long as the value of a field called "Authorization number" is different. An example of this is: 1. I create a record in the leads module by importing a csv file and create a task that is associated with the value of the field "Authorization number", what I need is that if I re-import the csv file I will not create a task new if the record has the same value in the field "Authorization number" is this possible? If
Bring Sent Emails over from Prospects to Leads
Is there a provision for moving emails sent to Prospects that have now become Leads over to these Leads?
zohopublic.eu
Hi, We use Zoho forms for our unsubscribe form in emails amongst other things, however we have found that the domain zohopublic.eu is on a few blacklists including spamhaus, as is zfrmz.eu. We cannot use these while they are blacklisted for fear of it spreading to our own domains - can someone look into this please?
Live Webinar: Redefine your collaborative workflow
Today, organizations are placing more of an emphasis on balance: enabling employees to collaborate when and where they need to, but also letting them take advantage of alone time to brainstorm and complete individual tasks. Encouraging that balance requires the right tools. Join us for a free webinar on Thursday, July 11, 2019, to find out how Zoho’s new content collaboration tool can help teams collaborate seamlessly by providing easier access to team documents, connecting all your tasks in one
Bot send message to channel using zoho.cliq.postto?
Can someone show me an example of having a bot send a message to a channel? I'd use posttochannelasadmin but it posts as myself, and I don't get alerted on the mobile app then.
Creator Sub form - change layout whiten the form its embedded in
1. Is there way to change how a Sub form displays on a Form? Right now its one line that scrolls. Id like to have the SubForm in a layout similar to the form its embedded in. Seperate lines for each field. 2. Is there a way to apply conditional formatting to Sub form fields?
Zoho Projects Calendar, view tasks statuses
Dear Zoho community, is it possible somehow to view in Zoho Projects Calendar not just Open/Closed tasks, but exact task status? Because even when I do mouse hover the task, then it does not display me its status. I'd like to see tasks status directly from the calendar; to see which tasks are, for example, new (means that I didn't start work on them), and which are blocked (means I was working on them, but smth stops me from finishing it). Now both of it is shown as Open tasks, and it is confusing
Problem about Zoho extension "Channel Integration"
Hi, I create a new fresh zet project by zet init and after that I've just open Resources.json and put something like { "channel":{ "channelLogoPath" : "/app/img/logo.png", "acceptAttachments" : false, "updateRecords" : true, "contentTypes" : ["text/plain","text/html"], "redirectUrl" : "https:/xxxxxxx", "includeQuotedMessage": false, "sync": { "push": "http://xxxxxxxxxxx", "pull": "http://xxxxxxxxxxx" } } } after that, I tried zet validate and then I got this error PluginManifest file validation
set first in list as initial value (lookup)
Hi folks, Is there any way that I can set the first value in the list of a lookup field as the initial value? The lookup field has a filter set on it, so the initial value will often be different. I just want it to auto-input whatever the first value in the list is. I would appreciate any help! Thank you, Lindsay
Eu não consigo enviar e-mail
Boa noite Dia desses fiquei sem acesso ao e-mail pelo desk e note mas funcionava perfeitamente pelo celular. Hoje, desde cedo, tiveproblemas para responder a um e-mail de assistência técnica e aguardo receber agendamento do corpo debombeiros. Sem e-mail, fico sem parte da comunicação com fornecedores, prefeituras e clientes. Preciso que resolvam, pois acabei de tentar novamente e nem pélo celular está funcionando No aguardo
Access Zoho Accounts API (Custom Views) using a key instead of OAuth 2.0
I would like to access Zoho Accounts data through a custom view using a key instead of OAuth 2.0. Can I do so? My requirement is offline access without user interaction. Something like a CRON job running and pulling data. I do not want to follow OAuth 2.0 process and it requires some user interaction. Please help.
Items's Custom fields Via API
Hi, I can't set values to Custom Fields of an Item when i create a Group Item -> Item, i'm trying with this: "custom_fields"=>[ [ "label" => "NAME_FIELD", "value" => VALUE1 ], [ "label" => "NAME_FIELD2", "value" => VALUE2 ] ] Even using "id" for "label" can't set it, if someone can help me, i will appreciated it, thank you so much.
Standard deal name
Hello I would like to give each deal during creation a standard identification let's say "deal reference", that looks the following: {Text}{YY}-#### Text - is just a standard text let say ABC {YY} - last two digits of the current year, so 2019 - 19, 2020 - 20, etc. #### - four digit autonumber Thanks for the help
Emails reporting as 'Opened' when opened within Zoho CRMPlus
We've been using SalesInbox within Zoho CRMPlus, and have noticed that when an email is opened within CRMPlus, it's recorded and notifies as 'Opened'. Is there some way to configure CRMPlus to not do this for emails opened within itself? This is producing a large number of false positives - I don't know whether a Lead/Contact has actually opened an email, or someone else within the organisation (like myself) has. I'd think this behaviour also skews the statistics for templates - has that template
Include Calls and Events Next Actions on Deals
Currently, open Tasks show under the heading "Next Actions" on the grey header for a Deal. I have clients that use both the Call and Event activities as much as they do Tasks and would like to see all three there if at all possible. Given they are all "Activities" and we are able to see all three in Views, this seems like a good idea, both for consistency and user experience.
One way to change background color in Zoho CRM
I too was frustrated by the inability to change the background color (requested feature for quite a few years). I found a plug-in (firefox for me) to allow by-site color changes to foregrounds and backgrounds. I think it works via on-the-fly CSS alterations. Seems to work! https://addons.mozilla.org/en-US/firefox/addon/color-that-site/ Dave
Problem to insert leads at zoho crm using api OAuth 2.0
On our website we collect data from a form to insert lead in CRM Zoho using OAuth 2. 0. To get the 'code = {grant_token}' from step 1 of https://www.zoho.com/crm/help/api/v2/#authorization-request and redirect me step 2 to accept app. How to go directly from step 1 to step 3 without always requesting user registration? Once the registration is done, it works correctly but it does not make sense to ask for it each time. Attached image, I have been trying for 2 weeks to understand, I need an urgent
Getting Accounts with API using search doesn't have subforms.
Hi, If I fetch an Account(s) without using the 'search' feature of the API I get back the account with it's subform. But, when I use the search feature, the subform data is not the subform object, just an integer. Is there a way of pulling the subforms as well when using the search function?
Email sequence based on created meeting
Hello all! Does anyone know if there is a way to design a macro (orany function) that would basically allow me to schedule a meeting with a contact and, based on the time of the meeting, automatically schedule specific emails X time before that meeting (ex.: I click on the macro and select a date. The macro will send a meeting request based on a template, schedule an email (via template) to be send on a date that is based on the date of the requested meeting (x hours before) and schedule a task to
Automatically sending an email related to a meeting
Is there a way to create a template or workflow where I could schedule an email to be send X hours prior to the next meeting (event) scheduled for the deal?
How to schedule an email based no a deals next event
Is there a way to schedule an email based on that deal's next event? Basically, I want a button or template that would automatically schedule an email to be send X hours before a scheduled event for a particular deal, without having to manually do this.
Bulletin and Text size in Zia skills
Bulletin and Text size in Zia skills The zia skills was not have the bulletin option. and Not increase the text size.
The Zia skills Action was not recognise the emoji
The Zia skills was not recognize the emoji I need to put the "That helped " suggestion in the end of one action.Then run the another action recognize with "That helped" visitor message. visitor Was Select the suggestion "That helped " Action was not reply this.but, type "That helped" then show the reply. I am attached a screenshot here.
mail merge - documents available based on criteria
it would be nice if the mail merge documents available to the user could be based on crm data field criteria. example: - if Stage = "criteria" - then show document in mail merge list - if it does not meet "criteria" then do not show document this could help in guiding users to the correct document when using mail merge in a module with many documents need at different stages.
Notificacion de Suscripción via Mail
Hola, Tengo una pregunta, cuando una persona se suscribe a tráves de mi formulario y lo registra en Zoho Campaigns le llega un correo de confirma suscripción, esto es algo molesto para mis nuevos suscriptores hay forma de que se pueda quitar o eliminar. Adjunto screenshot del mail que llega. Saludos.
Offcie 365: Attaching email in Zoho to a record other than that of the sender
Is there a way to attach an email to a company or contact record that is not the sender? For instance if i want to attach an email that is regarding an issue I am handling for a client but was not to/from that client, how would i do that in Office 365. There is a way to do that using the desktop Outlook but I do not see that functionality when working in Office 365.
NO PUEDO ACCEDER A MI CUENTA
Buenos días, al intentar ingresar a mi cuenta, se queda procesando y no ingresa a la cuenta, al parecer solo sucede en mi computador personal... en otros pc si puedo ingresar.
callrail webhook send null Text Message data to zoho crm restapi function?
Hi, i am using callrail and when callrail receive a message it send it via webhook using POST METHOD. I am using zoho rest API custom function to receive the data and put it on a module. but the problem is callrail response is empty | Null . I want to know how i can solve this problem . Zoho should add the test feature just like in Zoho FLOW to test the custom function to see what is coming in the rest API function.
CloudFlare doesn't recognize CNAME record
Hi team. We need to setup our domain, but we manage our DNS with CloudFlare. We already try the recomendation about disable the orange cloud mentioned in this post: https://help.zoho.com/portal/community/topic/how-to-verify-your-domain-with-zoho-desk-and-cloudflare We already check the domain's response as you can see in the attached image. Can you provide us additional info to solve this issue? Regards, Bismark Colombia Nicolás Arias
Automated meeting planning as Calendly.com
Hi, With Zoho, is it possible to create a reservation form for telephone appointments according to a schedule? As proposed by the Calendly.com website. Thank you
Release of domain name
Hello, I have set up an old version of a project hosted on pasderegrets.com quite a while ago. Now after probably more than half a year of a pause the site has had a complete overhaul, and I came to the stage where I attempted to set the newsletter up so it sends through Zoho Mail, just as it used to be. Now: I have absolutely no clue what email I have used for the primary account (even though I remember the details for info@pasderegrets.com without any issues whatsoever. Therefore I would need your
Closed tickets re-populating
Hello I work for Gale Nurse Staffing and we use Zoho for our payroll, IT, and feedback ticketing systems. We have an ongoing issue with our payroll and feedback tickets re-populating. Payroll inquiry tickets that have been responded to and closed, are popping up again as if they weren't. Our payroll and feedback reps are seeing the same tickets repeatedly sometimes almost hours later that they already replied to and closed out. We have confirmed with our customers that they are not repeatedly sending
Feature: Time Zone Support for frequent travelers
I have reviewed the article: https://www.zoho.com/mail/help/calendar-settings.html#alink2 and it doesn't seem to address my issue so I think this is a feature request. Example: I accepted a meeting while working in the PDT (-7:00) time zone. At that time it showed on my calendar as 7:30am meeting. I landed in the CDT (-5:00) time zone and my MacBook automatically adjusted for the new time zone but the calendar continued to assume the time it was getting from the OS was PDT and thus my entire calendar
Dominio ya existe
Hola buenas tardes Trato de agregar mi dominio a mi cuenta de zoho mail y me sale un letrero que dice que mi dominio ya esta registrado y no puedo agregarlo. Serían tan amable de ayudarme a resolver este problema, quedo agradecida y espera de su pronta respuesta.
AutoFill Contacts field from Accounts Field
Hi, I have a picklist in the Accounts module called "Account Type" I have a single line field in the Contacts module called "Account Type" I want the Account Type in the Contacts module to be auto-filled with the value of "Account Type" in the Accounts module after editing or creating a contact. In order to do this, I have do the following steps - 1. Created a Workflow Rule for the Contacts module 2. This rule will be executed whenever a contact is created or is edited and repeated repeated whenever
Create Report for every account, show in connected list in entity Account
Hey everybody, we would like to create an individual report for every account and it should be shown on the left side as a connected list. This should be possible by doing a widget. As a consequence, the filter in the report that we are going to use has to be set to the accounts name, how is that possible? It would be way too inefficient to show all the predefined reports and then having to copy&paste the account's name into the report's filter every single time, we would like to have that automized(per
WhatsApp group for discussion
If any WhatsApp group for Zoho community , I would like to be a member. Kindly add me. SANJU GHOSH , MO- 8256001515.
Quote Templates - Creating Dynamic Tables
Hi there, Im trying to create a table in Quotes Templates that is a bit different to some of the standard functions that appear to be available. For example. A quote where multiple pets are travelling to a location, and engaging in different travel plans. Id like a quote to include a table for each pet where true and to populate with the data specific to that pets travel plans, currently i can only create a table for a pet, and that table will exist whether there is another pet available or not.
SORBS SPAM listing
can you get this fixed: INVALID_ADDRESS, ERROR_CODE :554, ERROR_CODE :5.7.1 Service unavailable; Client host [135.84.80.217] blocked using dnsbl.sorbs.net;
The export ticket is limited in quantity
hello： When I want to export all tickets, I can export only 3,000 pieces of data no matter how I select. No relevant unrestricted options were found. How to solve this problem?
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