Zoho Developer Vertical CRM - Add Module
Ive just started to play around with Zoho Developer and Vertical CRM. I am trying to Add a custom module but when I click Modules from the menu on the left hand side - The menu pane disappears and I just get blank screen as per screenshot below with no option to add. What am I doing wrong?
Consent-based email marketing - Emails being sent out
Hi Team, There are three types of email marketing available (https://www.zoho.com/campaigns/help/subscribers/manage-consent.html) and one of them is: Consent-based email marketing. How does this work? Once we pick this option, do we need to send a Consent email out to all contacts in the different lists before any emails/campaigns can be sent out? If a contact/user doesn't provide any consent (don't pick yes or no) after the Consent email is sent out, do they still receive the emails when we send
Push Notification Issues in iPhone 8 (Zoho CRM App)
Hello All, I am using an iPhone 8, software version 11.4.1, I have installed the application of Zoho CRM version 3.3.21, but the Push Notifications are not working, I don’t receive any display message when a task need attention (Call, etc). In the Configuration of the Zoho CRM App, in Privacy and Security the Notification Push have a message that say: “retry”. Could you let me know how I can fix this situation and receive the notifications?. Thank you very much. Best Regards.
Cannot implement Subscriptions successfully.
I have read around the community and have seen others with similar issues. I am getting code 2, "request passed is not valid.". I have reviewed samples and replies from Zoho staff and still cannot successfully create a subscription. I have tried with "customer" and "customer_id" properties, but it seems the problem exists within the "plan" property. curl https://subscriptions.zoho.com/api/v1/hostedpages/newsubscription \ -X POST \ -H "Authorization: Zoho-authtoken xx" \ -H "X-com-zoho-subscriptions-organizationid:
how to auto create a project when a sales order is created.
i want to do this, when i create a Sales order, it should create a project with same name as PO and has budget of same amount as Sales order. can this be done automatically ?
日本語化のちょっと悔しい事
ZOHO ASSISTという日本ではあまり使われていないZOHOアプリを使っています 今まで日本語化されていない部分があって、お客様にはちょっと戸惑いがあって でもしようがないのかな？と我慢してきました しかし、本日家内の中国語で設定されたchromeでみると中国語（ただし簡体字）になっています 顧客に遠隔サポートにアクセスしてもらう埋め込み部分ですが 添付のように日本語のchromeでは英語のままです 台湾にいて、たしかに日本市場はすでに衰退しているのは十分承知していますが 実際に中国語対応よりあとにされているのか、、、と思うと悔しいですね ぜひ日本語化をお願いしたい。 人的ゆとりがないなら協力したいくらいです 言語設定が中国語のchromeでは中国語化されている 日本語のchromeでは英語のままです
IE11の場合にSalesIQのチャットで日本語が入力できない
IE11を利用しているユーザーでSalesIQのチャット画面（ディフォルト）で、名前やメールの入力エリアは、日本語入力可能ですが、テキストエリアは、日本語が入力できないです。 IE11以外のブラウザーでは問題なく入力できます。 同じ画面でオフラインの時は、IE11でもいけるので、オンライン時のIE11のテキスト入力エリアだけの問題なので、システムバグ的な話だと思います。 IE11自体は、まだ13%も利用率があるため切り捨てるのは、難しいため対応をお願い したいです。
Inline "Smart" Event/Task - Anyway to Disable
When somebody sends me an email with the word "now" in it, ZOHO Mail is changing the simple text to an underlined link that adds an event/task creation window. Another example is somebody replying to my email where I said "my flight arrives 14 minutes before your flight", in the reply my "14 minutes before" text is changed to an underlined link. If the sender did not underline text then the text should not be underlined. It might be a nice feature if it was in the context menu of highlighted text
From ZOHO JAPAN COMMUNITY
Hi everyone & Hi Especially ZOHO Assist developer team I am using Assist and using customer remote support. We have more than 10 customers using by remote support in Japan. But Customer says [ Why not Japnese? Why use English Only Enter Join session?] We usually answer [ZOHO assist is not support in Japanes, Sorry] But we found. using chrome by chinese. Already change language to chinese. Is it easy change to Japanese? So, I want tell ZOHO assist team, Why not change? If you have no time ,
API Rate Limits to prevent DDOS blocking?
I know that, currently, there aren't any account-level API limits. However, when trying to make a few thousand requests in a couple of minutes - to import our current users using an automated system - I believe I triggered DDOS protections and we were unable to access Desk at all for a few days from our office What safe limit should I put on requests to prevent getting locked out in the future?
To add new features
1. Need to know if there are conditions to parse candidates' complete data. 2. New requisition raised from zoho people can be linked with that of zoho recruit 3. Want to create a link for the candidates to fill the application from directly from zoho recruit.
need to edit
please I want to edit the name in email I want edit abdellah in other name plz help
Customizing Category Pages
Hi there, We're trying to add descriptive text to the top of each product category and we are receiving the error pictured in the screen grab. Is it possible to add custom text to these pages yet or is this not a feature that is currently available?
Can't import items into Zoho Invoice
Hi, I just spend whole day trying to import items into Zoho invoice. I was successful before but for some reason the file I choose doesn't correspond to the actual file on my computer?? It's as if it remembered the last file but can't see the updated one. I have tried everything - the file is not too big. If I use the option to skip it skipps all files that are already in the app, but completely ignores items that are new as if they were not there. If I use override option it says illegal value specified
Warning! Unverified sender from emails I trust
Hi there, I receive emails from my family that are marked as Warning! Unverified sender We could not verify that the email was actually from email@?????.co.uk. Be cautious when opening any links/ attachments, if any, in this email How do I ensure these email are marked as safe. I can definitely prove they are ok but I do believe they are sent form Google Apps accounts.
Reminder date and time format
When I set the date and time format in the calendar preferences, it won´t effect the reminder´s date and time format. How can I change the formats in the reminder as well? Any help will be appreciated. Thank you, Attila
Web Assistance URL ISSUES
Already added the code in the page i wanted to track. but somehow the page URL cant be seen.
Website source code
Top of the hour to you. Please, how do I generate / get the source code for my website, I want to include a pixel code from facebook and also SalesIQ chat code to enable live chat on my site. Looking forward to hearing from you
IP Blacklisted
Hello, We noticed that ZOHO IP 135.84.80.218 is blacklisted and the result is that our outgoing emails arriving as Spam. Can you please check? Thank you
Zoho CRM mass merge duplicate contacts.
I synced my Zoho CRM and Gmail contacts using a 3rd party software that I regret trusting. Basically I have duplicates of my almost 800 contacts. I'm going through each one and merging the contacts, but there honestly has to be a mass search for "similars" or duplicates. Both yahoo and gmail have features like this. I'm looking for exactly the same function that will show me to similars and allow me to choose which fields to keep from which duplicate. How can I do this? Ryan
Authorize.net Integration
I entered in the correct Auth.net login and key info, but getting an error. Can Subscriptions be integrated to an Authorize.net Sandbox account for testing purposes?
How to handle failed NEFT/IMPS transactions while refunding Advance / Credit Note Payment
I received Advance payment against Retainer Invoice from my client. But Retainer invoice needs to be cancelled and Money to be refunded. While I tried to transfer money to my client it failed thrice due to wrong account detail. How do I make entry of
Account is inactive
Dear Admin, Please activate the following mail Id " flyersway@zohomail.in" .
How to generate oauth access token in one step - bash script
I need to embed zoho tickets in some bash script using tickets api but the main problem is token generation. Zendesk provide one token which we can use it everytime when we make request but here in zoho we have to go through two step gui process to generate auth token which is not feasible if i have to show tickets in my admin panel because oauth token have expiry time and refresh token can only be used 10 times, I guess ? So i basically want to know that if i can somehow generate token with the
SQL limit 1.000.000 lines
Hi. I'm facing a problem with the limit of 1.000.000 lines foe a SQL table. Is there any way to avoid this restriction? I really need to expand this limit. Please confirm. Kind Regards Matias
How to query with custom fields ?
1- If i am fetching all tickets then it won't show me custom fields. How can i do that ? 2- I need to query my result with the help of custom fields ? It is very urgent.
Question about "queries"
How do Microsoft Access queries translate in Zoho Creator? The limited knowledge I have about databases and applications comes from working with Access so the only way I know how to ask the following question is by referencing Access queries. I have two forms: one that holds a record of every job my company has ever worked on. It is essentially a jobs database that has a field that displays the status- active, completed, incoming, etc. The other form is an internal work order request for any of those
My account is not active
It seems to contain an email address. My account is not active margrarin10@zoho.com why ????? I ask Zoho Support to fix the problem as soon as possible or to contact me, as I cannot even answer the letters about my work. You have blocked my contact with other organizations!
Reason: 550 5.4.6 Unusual sending activity detected.
Hello zoho Why can not I send emails from my e-mail? marymariya@zoho.com I beg you to fix this problem as soon as possible! I sent letters today, but for some reason I stopped sending! Regards your client Mariya
my account is not active
Моя учетная запись не активна margrarin10@zoho.com почему????? я прошу Zoho Support устранить проблему как можно быстрее или связаться со мной, так как я не могу даже ответить на письма по своей работе. Вы заблокировали мою связь с другими организациями!
Can I add an auto-number column to a query table
Hi everyone, I'm working on creating an efficient database schema for my Zoho Analytics reports. I want to create auto-number columns in my tables as IDs to be used as primary keys so that my queries run faster. Right now I have unique columns that I'm using as PKs but most are plain text so as I join the tables through reports the response time is fairly slow. Is there a way to add a new auto-number column into a query table? Thanks! Katie
Remove / Hide the "Add Applications" Button
Hello, Is it possible to remove / hide the "Add Applications" button in the main painel of Zoho One? Thank you
How to customize the auto number field
Is it possible to customize the auto number field? I have two forms: one that holds a record of every job my company has ever worked on, the other form is an internal work order request for any of those jobs. On my internal work order request form there is a lookup function so that anytime a request is generated you have to select which job it is for in a drop down list. How can I get my work order request form to auto number the work order according to what job it relates to? I'd like it to display
Webinar: Create and use custom functions in Zoho Sheet
Hello! Join our next webinar to learn how to create custom functions using Deluge, and how to bring in data from other Zoho applications such as Zoho CRM, Books, and Projects. In this session, you'll be introduced to Custom Functions in Zoho Sheet, followed by a live demonstration. This webinar will help you learn: - What's new in Zoho Sheet - To create and use custom arithmetic functions in Zoho Sheet - To fetch data from other products like Zoho CRM, Books, etc. using custom functions Register
Customer Portal - What Customers See
Hi Folks, We are looking at implementing the customer portal for our customers. When using the customer portal, do customers see only records that are their own, or can they see all records? We work in a fairly sensitive area, so we want to only allow customers to see their own records, not all of the records on the system. Can you please let me know if this is possible and how we set it up so customers can only access their personal records and not all records? Also, is there a trial version
"Last Activity time" & "Modified TIme" from the LEADS MODULE
Hi, I have observed that in the Lead MODULE when entries are made in the call fields of Open activities section it sets the "Last Activity time" for the lead. Later any time you update any of the fields of Lead Information section the "Modified TIme" changes to the time of modification and it is observed that for such modification the "Last Activity time" also changes to that of the modified ( lead information) time. Ideally the "Last Activity time" which is the time of the call should not change
Tasks
1) How do you create a task or checklist template a) to be used when an item is selected in the product module? b) Can the list also be exported?c)Can the list be triggered & attached when item selected in product module? 2) Can a recurring tasklist (daily, weekly, monthly) be created and have the ability to be assigned to users or different roles?
issue in uploading database..!
Hi Team, We have standard version of of zoho CRM, so can we upload 2 same database for different target audience??
Changes to Detail View
Hi- Is there a way to add an "edit" button in the Detail View for Related Blocks? For example, I have a Project report that opens a list of tasks from a Related Block....I'd like to able to open that Related Block of tasks so they can be edited, without having to exit out to the Task Report. Also, is there any way to add a default sort in a Detail View of a Related Block? in example above, would like to sort tasks in reverse order of due date (i.e., oldest tasks first) Thanks.
Task, account, and business report
I would like to generate a report in which the information appears for the following situation. When generating a task for a business, I want to create a report that pops up the task, business, and account data fields. In my case the account data is not appearing, the fields are blank, because the task is linked to the business, someone found a solution? Thank you.
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