Generating invoice api grant_token code from java api
Hi, In one of my application I am using invoice API. I refered https://www.zoho.com/invoice/api/v3/#oauth. I can able to get refresh_token and access_token through our java API passing grant_token as code parameter. But I generated the grant_token code from browser. I need to get grant_token code form API. I used the url https://accounts.zoho.com/oauth/v2/auth? with parameteres from API, Its redirecting to zoho login page to authenticate. how to achieve this, Am I need to add any authentication
CRM PHP API
hi, i use the Zoho CRM PHP API zohocrm/php-sdk 1.1.8 i had OAuthtokens working in file, now have OAuthtokens working in db. But i had to do a small edit in vendor/zohocrm/php-sdk/src/com/zoho/oauth/clientapp/ZohoOAuthPersistenceHandler.php around line 33 //Logger:severe("Exception occured while inserting OAuthTokens into DB(file::ZohoOAuthPersistenceHandler)({$ex->getMessage()})\n{$ex}"); OAuthLogger::severe("Exception occured while inserting OAuthTokens into DB(file::ZohoOAuthPersistenceHandler)({$ex->getMessage()})\n{$ex}");
Whatsapp api integration
Many people are using Whatsapp, They have api also available, Why not to integrate Whatsapp integration?
Delete record without triggering workflow
Is ist possible to delete records vith v2 api and not triggering the workflows? https://www.zoho.com/crm/help/developer/api/delete-records.html
Zoho Creator price - subscription
Hi all, currently i am testing Zoho Creator, i think i have now an old price plan Unlimited users express for 199,00€ - 250000 records - GB? / i cannot find the price information on the Zoho website Is this plan also availible in the future? I hope so. As i see, Zoho Creator have also a new user price plan. Currently i have for future 6 inhouse users here and want to integrate some clients & vendors. For now I do not figured out the different, between Client portal and maybe to offer Clients a
User Licence vs Customer Portal User vs Mobile App User
This is a pre-sales question so sorry if I have posted to the wrong forum. If I create a rebranded mobile app for IOS or Android with Zoho Creator, I am confused as to the number of users who can download the app and use it from an app store. For example, if I have a 10 user Zoho Creator Ultimate subscription which comes with 1000 customer portal users, how many users can download and run my rebranded app from the Apple Store? Is it 10? A 1000? Or some other restriction? Thanks in advance.
Zoho Sales IQ Chat Widget On Landscape View (Tablets + Mobiles) Renders Site Unresponsive On Automation Trigger / Issue with CSS Code From Zoho
Just want to check if others have found a solution to this We have implemented a comprehensive Q and A style bot using Zohbot to take qualified enquiries and update the fields in CRM accordingly We have an issue wherein the sales IQ pop up (on the back of automation triggers on a site) does not work well on landscape view, the screensize and text (being smaller) makes the minimise buton and other elements of the chat widget invisible. This then renders our page invisible With google taking into account
Using Lookup Field in Workflow within Recruit
Hi, I'm a new Recruit user. We have an internal recruiting team, and also use external agencies. I want to keep track of which candidates came from which group. The source field indicates how a candidate got loaded on the system. Instead of repurposing that, I created a custom module called "Agency" with a list of Agencies we use, including the internal team. It works well, since it's private to the Admin, our team can see the agency on candidates they can access, but can't change it. The only
Exchange Web Services (EWS)
It appears this is not yet supported with Zoho. I was wondering if there are plans to add this functionality in the future? It would be very nice to be able to sync calendar and contacts with non-mobile devices. In my case I am looking to do this with Thunderbird.
Lack of fonts and other support in Zoho Campaign
Hi, Just asking why we are so limited to our design choices in fonts? I've read some articles that are 12+ months ago saying "this will be forwarded onto our development team". What is your timeline in adding support for custom fonts, google fonts or just more fonts in general? Also - the lack of being able to add text over the top of images is not an option - why is this? The current version of campaigns is obsolete in comparison to other email campaign providers - not being able to use any current
Cannot receive emails but sending is working
Hello, I am facing a problem that I can send emails but I cannot receive any replies. Can you please help?
How to Read Auto Replies
I see on our last campaign we received 12 auto replies. Typically, these are just out-of-office replies, but I know from experience that sometimes these automatic messages are notices that the user has left the company, or has retired, etc. (even if the subject is just "automatic reply"). I want to be able to read these messages to make sure, but I can only seem to view the header data of the message. How do I read the full reply?
How to share autoresponders on social media
I've set up holiday greetings for 5 holidays, 4 years of hoiday for each. I also want to be able to post these greetings on my social media automatically as they get sent out. I researched if it's possible to share email campaigns on social media and it seems to be possible, with the only explanation as simply connect your social media accounts, as though that explains how you'll get the actual campaigns to the social medias. I also tried using the page campaign. That seems to work except for two
IMAP Migration
I have setup a user for IMAP migration and it successfully started but is still showing as in progress hours later - there is also no indication that the mailbox size is increasing. Is there any indication on how long an IMAP migration might take for a single user with circa 300Mb of emails?
Journal or Forward OUTGOING Mail??
I need to 'journal' my OUTGOING emails to an outside company for archiving purposes. I called customer service and they said it cannot be done. I'm asking here in hopes there is a workaround or maybe I didn't explain the issue clearly. I have set up archving for emails coming into me.
Feedback/Suggestions
We just installed SalesIQ on our website and I'm loving it. Two suggestions: 1. I think I've seen this suggested already, more personalization would be nice. as an example, unless I'm missing it there is no ability for the chat window to show user avatar? Which is strange since there is a place for users to attach an avatar. 2. Please consider adding some fun/endearing features that make chat more fun for visitors. As an example I just got chat support on a site and the support person sent me a gif
Email Job Opening Details To Candidate
Is it possible to create an email template containing Job Opening data which can be accessed from the Candidate tab and sent directly to candidates? The ability to email Job Opening details to a candidate seems like such rudimentary functionality of any recruiting system, that I am surprised it's either not included in Zoho Recruit, or is not more self-evident as to how to implement. My apologies in advance if this is straight forward, but I have searched the help and forums to no avail. Please advise...
Can't login to Zoho Mail
Hello, Since Friday I am not able to access the Zoho Mail from the Web client. While I am accessing the https://mail.zoho.com/zm/ I see the "Loading... myemail@company.com" message and a "progress-bar" like widget from the Zoho icons rotates forever. Tried on different browsers (IE, Firefox, Chrome) from different OSes without success. Mobile app works OK with the same credentials. Here is what Web Debugger says: SyntaxError: unexpected token: identifier[Learn More] zm:444:47 ReferenceError: jQuery
Dynamic Salutatory Address and Multilingual Campaigns
Imagine campaigns, mailings into 3-5 Languages 20 years ago I used Word to merge out of CRM, and today I can do the same in MS Dynamics with Word or on app side. Thank you for hints and recommendations. Do you face this challenge too? Although I like Zoho Campaigns, I'm interested to know about other online services which master multilingual campaigns well Salutation Depending on gender there are 2 salutatory addresses, without counting titles, see sample list below in EN, DE, FR; which we store
Which Meeting plan is included with Zoho One?
Hi, I've signed up for Zoho One and Meetings is listed as an application but I wondered which plan or what the limits are. At the moment it looks like I have access to the free features. Is there a specific plan for Zoho One or does it just use the free plan features? Just want to figure out any limitations before starting to use it. Many thanks Rgds Jon
Did SalesInbox replace the Email module in Zoho CRM?
I used to have an email module, but after checking out SalesInbox, I no longer see the original email interface.
Incorporate your Organizational Hierarchy and Approval Workflow into Zoho Recruit
Hello there, We've got a couple of features coming out today that'll help recruiters hire better. These features were judiciously designed and developed for corporate HR's. Reporting Hierarchy The Reporting Hierarchy feature lays out a clear organizational blueprint by incorporating your organization ladder into your recruitment process. How? Zoho Recruit enables you to assign reporting managers to the users in your organization for efficient record accessibility and data sharing. This structure
Email Signature
I am trying to upload an image as an email signature....I am following all the steps but when I compose an email it is not there. Can someone please help with this? The image is a jpeg and is only 142kb. I have tried adding signature when composing the email but nothing appears. When I go back into the signature settings the image is there!
Tip #09: Let your clients take out personalized copies of a document by filling in a form.
Writer is integrated with Zoho Forms to let your clients collect their personalized copies on the go. All they have to do is fill out a form. In this post we'll talk in detail about how Writer can help you automate everyday paperwork and save time. Let's
I need to create Custom module based on filtered view of the Accounts
Hi, i need to create custom module depend on a filtered view of the Account, i noticed that i can create a new home page of the view but i need to create a separate module. is there's any solution?
Problems receiving emails
Hello I am using this domain: koyaspaperu.com and I have already set the MX records. I am able to send emails from informes@koyaspaperu.com but I cannot get any email message. Can you check if there is any problem with the configuration that I made? Thanks, Alejandro
Email rejected - Recipient address rejected: [DNS_NAME] Sending domain hosted on bad dns server
Hi, Getting a random bounce back from a vendor of ours when sending an email to them. "Recipient address rejected: [DNS_NAME] Sending domain hosted on bad dns server" Not quite sure what I can do to fix this. Many thanks.
550 Please turn on SMTP Authentication in your mail client.
Hi, I might have a little bit of problem here, please help. I've set the MX record. All works well, except receiving email from google. Yahoo can send email to this zoho address tho.
Not able to generate access Token
Hi, I have followed below guide to connect to Zoho CRM using Java https://help.zoho.com/portal/kb/articles/java-sdk-create-first-app When i ran application to get access token and refresh token getting below error : com.zoho.oauth.common.ZohoHTTPConnector post INFO: STATUS_CODE = 400 ,RESPONSE_JSON = <!DOCTYPE html><html><head><meta http-equiv="X-UA-Compatible" content="IE=edge"><title>Server error occurred</title><style> body { margin:0px; padding:0px;font-family:"Open sans";font-weight: 300;
ZCRMSDK.OAuth.Common.ZohoOAuthException
I am trying to connect with localhost and getting this error "ZCRMSDK.OAuth.Common.ZohoOAuthException". Any idea how to solve this issue
Notifications
Hi, When i assigned tickets to agents they are not receiving the mail notification though notify button is on.
Validation Rules
Hi, Just want to say I'm really excited about this new feature as it will be a tremendous help for our workarounds to system limitations. Thank you for continually adding enhancements for us to effectively use the system. :) Can I ask, if the feature is still in beta version, is there still a possibility that it will not be fully implemented or removed? Reason is I've created a few rules on my test department that will really help with our data integrity so it's best added ASAP to our live departments.
What's New this April 2019 in Zoho Invoice?
Hello everyone, It’s a new month and we are excited to bring you the enhancements and updates we made in Zoho Invoice. Let’s take a look at some of them and see how it will help you. PayTabs Integration (UAE, KSA & Bahrain editions) If you’re a business owner in the GCC region, collecting payments from your customers just became easier. We’ve integrated with PayTabs, a payment gateway for businesses in the GCC region. You can now collect payments in nearly 168 currencies from anywhere across the
Regular Price Increases with Recurring Invoices
Is there a way to have a recurring invoice automatically update its price to reflect changes to the associated price list? My industry and organization implement annual price increases, so the plan is to update the prices in the price lists. However, when a new invoice is generated as a recurring invoice, it keeps the original price that was on the price list from whenever the first invoice was generated. Is there a way to have the updated prices populate through already existing recurring invoice
Fetch Records
Hello, i'm having an issue and struggling to resolve it. I have a form with a subform inside that has static data with an increment number. I also have another form with a date field and a number field that allows the user to input a number in a field which is embedded in a page. I am trying to pull values from the static subform and display some of the values on the page based on the date and increment number <= the value entered in the second form i am struggling to display the results on the same
Import bank statement and reconciliation
Hi, I have a problem with the reconciliation of my imported bank statement. The import goes fine, the transactions are correctly imported and when I have to match against a single invoice it works perfectly. The problem is that one customer of mine makes a joint payment paying in one transaction the first installment of one invoice and the balance of the previous one. In such a case I don't know how to manage the reconciliation. I can't find a way to match both invoices at the same time from the
credit card account item returned and refunded
I bought an item for $15 on our credit card on a Monday, entered in Z Books as an expense in the credit card account. Then returned the item Wednesday. The vendor created a refund on the same card, so my statement shows a $15 transaction and and farther down a $15 credit. Since I cannot create a negative expense in Z Books how do I track this? My statement looks like this: Monday Vendor 1 -15.00 Wednesday Vendor 1 15.00 The credit card statements and feeds show the transactions,
Social - Custom contact fields added into CRM
Dear Zoho team, When we try manual add customers from Facebook into CRM . There are very limited fields such as : Company , Name , Account, Email , Phone. Could we have more fields (such as note,.. ) from CRM . And the best is for us to map and show by ourself like facebook ads generation lead form. And after added into CRM , we would like to show whose those leads / contact belong to , it should show some information on sidebar on Chat / post box ,... or at least can click to customer name and
Allow Manufacture Part number to be shown in the PO
The PO needs to have ability to show manufacture part number and the barcode scanner in the inventory should be able to look that up or the SKU. This should be a Boolean option where the user can set what they want to use in the system as far as item
Push notifications are not coming in
Hi, I have 4 domains using your email service, which have been working flawlessly for the last year. Since this morning (8 hours ago), push notifications are not coming through on iOS. This happens in all 4 accounts. IMAP is working ok. What's wrong?
Next Page