better events / calendar
I think who ever designed this software has never had to schedule site service appointments. Great software but by now i thought we would have better events/ calendar scheduling system. You could start of by colour coding. then perhaps a footer on the participant email so that the customer has some idea where we are and our contact details. Lets go crazy and have a map integration like we have on the ios app. What about the ability to email a service sheet with the invoice. Crazy i know but we can
My ZOHO email address is blacklisted
My Zoho email is blacklisted with the majority of my clients. I never know if someone is able to receive my email or not. We've tried asking clients to white list the address but we never know if someone is not receiving emails and needs to whitelist my email. Help!
Tip of the fortnight 8 - Streamline your payment form's checkout process for improved conversion
Hello fellow form builders, Successfully processing payments without you even having to enter a line of code, we are payment forms ready! Are you? Before adding a payment field in your form and calling it a day, it's important to consider the negative impact that complicated and poorly designed payment forms can have on your conversions. In today's market, customers expect the ability to easily make payments as soon as they are done adding items to their cart. Based on the above stated facts, making
date zoho crm
An extra day is required in the current data field. Example: There is data field A format "day / month / year and 1 data field B" day / month / year "but plus 1 day from data of field a
How do I make someone a Super Admin on Zoho CRM?
Hi Guys Okay so i had Zoho setup on my personal domain (domain-a). Then started a new business and loaded a new domain (domain-b). I created a alias on my original email account and created a new user for my colleague. So i had a CRM setup on my original account, but needed a CRM for domain-b, so deleted the crm on domain-a, but still couldnt setup a crm using the alias i created on my email from domain-a. I used the email i setup for my colleague to create the CRM and invited myself using my
Zoho Social: facebook/instagram business account set up failure
Ive attached instagram and facebook but when I try to go under "Brand Settings" > "Social Channels" and go to the Instagram Profile to select "Setup a business profile", Zoho fails when I select "Authenticate Now" comes up with a reminder that I've previously logged into Zoho Social with Facebook and then gives me the error "Oops, there was an error linking your Business Profile to Facebook.Please authenticate with the Facebook account linked to @fideliodogs. Learn More" Its like a vicious loop that
Include 3 SEO fields in IMPORT/EXPORT so KB articles can have SEO info updated easily
We have so many KB articles that need to have the 3 SEO fields updated. We can not see from the export of KB articles which ones have had these fields filled out and we would like to be able to update the fields on the export, so we can import and update the KB articles SEO information.
Creating ticket views based on other table/layout fields
Our global sales managers want to view the tickets based on their sales regions such as Europe, MEA etc. I've thought that creating a new field on the account layout for the regions was the solution to create those views but later on found out that each functional section (Tickets, Contacts, Accounts etc) has its own data table setup and they aren't linked together. You normally market your products as having connected data structures such as in Creator. Take a look in the attached video file from
Assigning user with specific owner
Hi, I'm stuck, please help ;-); I have a module : - Name : Sociétés - API Name : Accounts and two fields : - Owner ( as owner field) - C.S.C. (as user field) I would like to assign specific C.S.C. when specific owner is designated. Example : Mike is the owner so Julia and Remi are C.S.C. and if Edouard is the owner Marianne and Audrey are the C.S.C. I think I have to use if function and get function, but I don't know how to aggregate this function. Thanks a lot for your help !
I cannot edit the name on an account, and I am super admin
I never restricted permissions, and I should be able just to click on any field and edit it. Why is this so hard?
I want to auto populate the hosted page with the user details like name, email address etc. before checkout.
Hello, I have a website in which I want to embed Zoho Subscription. I am able to use the hosted page url and get it done. However, I want to auto populate the hosted page with the user details like name, email address etc. before checkout. How can this be achieved? Also, I have two subscription plans one is with INR and the other with USD how can this be acheived? Please assist. Thank you
Quantity editable on hosted page created via API
Hello. I started integrating my application with Zoho Subscriptions and I really like it so far. I need some help with the following issue. I want the quantity for the subscription to be editable. If I use the basic hosted page url, I can correctly edit the quantity. But I don't use the basic url, I create a new one programmatically for the user, so they don't have to input their account info again, and with this generated hosted page, the quantity field is locked. Why? How can I get it to work?
Adding users for Zoho Mail
I have a Zoho One account for my company. We only require a few users to use the CRM and the suite of apps. Many of my employees do not require to use the crm and many act as agents - thus they would require an email address from my company. Is it possible to sign them up for the $3 email account instead of paying $90 for every user? I have been looking into how to do this but cant find a solution. If this isnt possible, then I guess I would have to switch my mail server over to MS or Google.
Zoho Campaigns and Zoho MarketingHub Community Meetups - Uk | June 2019
Hello people, We are glad to inform that we will be visiting the UK for our community meetups this June. The meetups will be held at nine cities—Bristol, Norwich, London, Brighton, Birmingham, Manchester, Leeds, Dublin, and Edinburgh. The event starts off with our Zoho CRM experts discussing the tips and tricks that help you streamline your sales activities. This will be followed by an exclusive one-hour session on all-things-marketing-automation (3.30 pm to 4.30 pm) What we will cover: The
Autopopulating Hosted Page Fields with Reference Parameters
Hi, I'm using a custom form (created in Gravity Forms on my Wordpress site) to collect a lot of custom information before I redirect them to my Zoho Subscription hosted page. I don't want my user to fill up his name, phone number and email again on the hosted page. I also want to be able to pass a value to a subscription custom field (which is a unique key to correlate the subscription and its corresponding entry in Gravity Forms. I tried passing the data as parameters like... https://subscriptions.zoho.com/subscribe/1e7d3fb6c1637d77184c1dcc0ce42db16a2bba0f6b053217afe8ded60e8a6aa6/Small?first_name=Abhishek&last_name=Agarwal&email=abhishek@email.com
Integrated Zobot (Dialogflow) only working sometimes
Hi, I'm super happy with the progress for the Zobot and for integrating with Dialogflow and merging the SalesIQ chat with Zoho Desk - so great work!!! Though, I have a small problem: when testing my bot on my webpage, it only appears sometimes. Normally what happens is that it only shows the normal SalesIQ chat, and if I don't accept the chat as a agent for 60sec, it gives the standard message for no agents available. However, at this point it does not show the Zobot, instead it does not allow the
554 5.2.3 MailPolicy violation Error delivering to mailboxes
can you reactivate my account please and inform as to why this has happened? I have only send a message to 2 people and definately have not exceeded attachment size
Customer clipboard limit exceeded
I attempted to remote into my computer and had to create a report in excel. I attempted to copy data from my SQL Management Studio Server and upon doing so, received an error that clipboard limit was exceeded. I know my computer is capable of copying the data because I copy more data than the data set I was working with locally. I was using Chrome to connect. Both systems were Windows 10. Please provide a solution as this is one requirement that we need to take on this product in full.
Zobot-Dialogflow 256 character limit for a message
Hi, Could you, please, catch and handle Subj exception and show in Zobot DialogBox a message for user to change his input or connect an operator. Now Zobot just hangs on after 256+ characters long user input. Thank you in advance! CRMOZ
Notebook MacOS app double enter
Whenever I copy/paste a text (from textedit for example) I get double enters bewteen lines. So there is an extra empty line between each paragraphs. What am I doing wrong?
¿Dónde guarda mis notas Notebook Zoho?
Hola, antes de preguntar para no molestar al moderador e buscado en el Foro y he visto que el moderador dice que las notas se guardan en la nube de Zoho En mis teléfonos en ajustes en pone "Guardar Documentos y Datos en" y hay 3 opciones iCloud Drive, Google Drive, en mi teléfono Y está marcado por defecto iCloud Drive y el Moderador dice Cloud ZohoA ¿Me pueden aclarar ésta duda que tengo o no entiendo bién? Gracias Saludos
The app keeps crashing every time I try to login
I've managed to login on my phone, but when I tried to login on my iPad, it literally crashes the moment I tap 'sign up' or 'sign in'. I've been using the app for a while now on my phone but I really need to sync it with my iPad. :(
Our Company logo creeps in apart from our email signature in the emails following the reply mails that we receive
Dear Concerned, It has been noted from time to time that, our Company name along with it's logo appears from nowhere under the email signature in each email thread once we receive a reply from our Customers. It's true that when we created our email signature initially, we included it along with it by reducing its size. But since this problem arrived, we deleted all previous signatures and created a new one. Even so, the same logo of our company gets included somehow under the new email signature
No puedo acceder a Google Authenticator y no tengo códigos de verificación
Hola, No puedo acceder a un Autenticador de Google porque perdi mi teléfono y no tengo códigos de verificación. ¿De qué otra manera puedo iniciar sesión en mi cuenta de Super Admin? Por favor, ayúdame.
Two Factor Autentication in plug-in
Hi, I am using a SMTP plugin to send emails from my wordpress site, I tried whit your plug-in, but, is too limited to some extensions domains, so I use an extern plug-in call POST SMTP by POSTMAN, and the problema was the I have to disable the Google Autenticator for use that plug-in. So I wondering if you can improve your plugin to be use it. Thanks
Strange Name on Incoming Email
I have a partner who emails me from his "Comcast" email account. Whenever I get emails from him the name shows up as "Comcast" instead of his actual name. I have adjusted his contact information but it still shows up incorrectly. How do I change that? I want to know I am getting an email from Preston Meline not Comcast...
Not Receiving Mail for Third Part Domain Like (Gartner)
I am not receiving confirmation mail from other domain like (www.gartner.com).
I have lost my contact number to recover password. But i Have the domain.
How to recover my account for my domain. i lost the contact number. I cannot re register for zoho email for same domain.
How to code auto numbering on certain criteria?
Could someone help, please? I'd like to have an auto number field based on certain criteria. I want to count a delivery note document. The delivery may happen in multiple actions. If I edit the record in the same action several times it should not influence counting. For example: In delivery1 action I open the report for editing and update two qty fields. It means +1 in counting. Later I open the record for another editing, but this is still delivery1 action, so there is no counting etc. Next time
Get Lead of Approvals with ZOHO Creator
Hello! I am trying to get a Lead of Approval List but this code returns null. What am I doing wrong? data = {"module":"Approvals","id":id}; result = zoho.crm.invokeConnector("crm.get", data); info result;
Customer Portal - More user information and broader permissions
Hi, I'm investigating how to use the Customer Portal within an application. I understand the Sign-Up page (Name and Email address ) fields cannot be modified. However, in trying to capture additional information about user preferences and their company (which some of the information would also be contained within Zoho CRM. Is it possible to capture more information about the customer outside of the two key fields? And what is the best way of doing that? I have assumed it would be to create
Bouncing Emails
Hello. I moved my hosting to a new host, but still pointed the MX Details to zoho. However, we now have bouncing emails especially when we send from one email to another on the same domain. E.G sending am email from finace@zoho.com to admin@zoho.com, it bounces. The SPF and DKIM have been verified and approved, as shown in the dashboard. Kindly assist
zoho won't allow a paid personal email account?
I would pay for a personal email account but Zoho insists I give them a website name. I don't have a website.They stopped responding to my emails I guess because I'm just a mere individual unlikely to spend large money on office systems. But without paying I cannot set it up on my iphone as an imap account. Does anyone know a good email service for private persons that JUST does email type stuff NOT google yahoo apple at&t etc. that are affiliated with innumerable other programs and spread your
For security reasons DTD is prohibited in this XML document. To enable DTD processing set the DtdProcessing ...
Recently (within the past week) we began to run into problems using code that accesses the ZOHO API. We are getting the following error: "For security reasons DTD is prohibited in this XML document. To enable DTD processing set the DtdProcessing property on XmlReaderSettings to Parse and pass the settings into XmlReader.Create method." Any help would be greatly appreciated. Brian
Ask the Experts: A 5-hour live discussion on customizing Writer
Welcome to the Ask the Experts series. This is a new initiative to provide a platform for our users and the product experts to exchange thoughts about the product, and interact with each other better. Good day, everyone! :) We had quite a detailed discussion
CRM API Returning error The remote name could not be resolved: 'workspace-zoho.csez.zohocorpin.com
Hi, hope someone can help. I am just getting started with the CRM API. I have managed to get the tokens set up for Oauth and this seems to be working fine. However whenever I try and get some information back from the API I get the error : {"The remote name could not be resolved: 'workspace-zoho.csez.zohocorpin.com'"} In my app.config file (Vb.Net) I have the iamUrl set as https://accounts.zoho.com/ and the apiBaseURL set tohttps://www.zohoapis.com/ so not sure where this is coming from? Hope you
Search Records in custom function with boolean field type
I have a boolean field within a custom module. and i want to select records on the field if its true or not. Tried the below code yBList = zoho.crm.searchRecords("CustomModule1","(fieldTest:equals:false)"); for each yb in yBList { info yb; } With the above code, i get an error as Error at line number: 1 Missing return statement: Provide STRING expression to return Can any one tell me what am i missing in the above given sample method? Thanks, Pavan
Immediate subscription Charge
Hi there, I'm making some tests with Zoho suscriptions but I'm having some issue when I create the suscrptions the cost of the product its $509 mxn pesos that I will be charging each month, plus one time payment of instalation of 1000 mxn pesos. But when I add a client to the suscription plan, the Immediate subscription charge makes a big discount of my product instead of charging the full price plus the instalation: Instalation cost: 1000 mxn pesos Product 1: 49.23 Do you know why is making this
How to set email link in zoho site? mailto not working
A search of this topic brings everything related to ZH mail. For zoho sites, what do I put as the hypertext for my email to launch email client for visitor?
Cannot proceed to create new free plan
I've tried to create a new free plan (up to 5 users 5gb and whatnot), but when I click on the "proceed" button, it isnt taking any action. However when I inspect the page, the console shows me an error, and it is as follows: Uncaught TypeError: Cannot read property 'label' of undefined at Object.showDomainSummaryDetails (orgsignup.min.js:2) at B (orgsignup.min.js:3) at HTMLInputElement.<anonymous> (orgsignup.min.js:3) at HTMLInputElement.dispatch (aclib.min.js:2) at HTMLInputElement.h
Next Page