Note - adding to multiple job openings
Hello, we would welcome an option, when adding a note to a Candidate or a Contact, to be able to add it to multiple job openings. Many times the Caniddate is presented to more job openings. When we add a note concerning a communication with the Candidate associated to more job openings, we have to enter the same note multiple times to see the note also at the particular job opening. Each job opening = 1 entry. It makes quite a mess in the candidate records and also requires multiple entry. Miroslava
App specific password and IMAP is not working for me
I have logged in as admin and set this address to have sync and IMAP enabled. https://www.screencast.com/t/6c51C7cE I have generated an app specific password. A couple of times.. Problem is when trying to add new IMAP account, Thunderbird keeps saying the password or username is incorrect. I am using the generated App specific password, and user@domain.com https://www.screencast.com/t/iOhdwwNfpYw If I change to POP3 with same info, it works. except when sending outbound to a different domain name.
Filtering Lookup Field in Subform based on Lookup Field in Main Form not working
Hello Everybody, I am new to Creator. I have searched and searched and tried everything I find but nothing is working. I am trying to alter the Quote Management Program available from the App Deck to filter a lookup field in the subform of create quote. I have The Main Form: Create_Quotation I have created another form called Vendors On the Main form is a Sub Form: Products _On_Quote The Sub Form is referencing the form: Product_Service_Subform ON the form Product_Service_Subform I have added a
Default Note Tyoe
I would like to be able to change the default Note Type. I most often use "Not" but the default is "Call" which means I have to change that each time.
How can I create dropbox folders with Flow inside subfolders
When creating the trigger, it asks for the folder path and the folder name, the result is a folder in the root with the name: folderpath + forldername, when you should create a folder FOLDERNAME inside FOLDERPATH. Is there any way to create folders within others, automatically? regards
Integration between desk and analytics
Hello, I would like to do an integration where the tickets that arrive on a desk environment end up in another Analytics environment. Is it possible to do this? With native integration it is possible to push only one ticket at a time, so I thought that a possible solution is a custom function, but I have problems with the connection when I use the createRow function because when I insert the fourth parameter (the connection parameter) it tells me that the connection does not exist although I created
PDF replaced by win.dat
I use Zoho for my personal mail. Both my wife and I have email address on the Zoho platform. When I send an email from my work (Outlook not on Zoho) that includes a pdf, one email account gets it fine. The other has the file show as a win.dat fie. Any idea what is wrong with the settings on the one account?
PTR record
Hi there, There is no PTR record for 136.143.190.121 and mx.zoho.com, and this is causing me issues. Could you please add it? Cheers, Ed
Closed (Won) Deal in Zoho CRM to Create a Custom Module Entry
I am trying to use Zoho Flow to create a record in a custom module when a deal is updated to Closed (won). I cannot figure out how to get it to recognize that stage. Here is how I have the flow built: 1) App Trigger - Zoho CRM Updated Deal 2) Logic - Decision - Stage - Equals - Closed (Won) 3) Create Module Entry For some reason I think I have the logic messed up. Please advise.
ZOHO People, Projects and CRM integration using ZOHO flow
I am trying to integrate ZOHO projects, People and CRM using ZOHO flow. While doing this I have to map client name to the account name; but I get the error that client name has to be mapped to the client id. I am not able to locate a client id. How do I achieve this?
Submit a ticket for registered users only
Hi, It would be great if we can give permissions to certain users to submit tickets via the customer portal. Regards, Helen
Integration into Epicor Prophet21
Has anybody connected Zoho to P21? Are there any partners that have done this that could be recommended?
Workflow Rule: Update Pick List in Contacts from Pick List in Custom Module
Hi, I'm trying to setup a custom function that would sync identical pick lists that I have in 2 separate modules, from a custom module to the contacts module. List Fields are called "Type" and "Status" (API Names are identical, too) My custom module has the API name: Intermediaries Currently struggling to get the syntax right. Anyone would have a sample code I could try it on? I browsed through a lot of posts, but none of them seems to do what I need. Thanks!
Undelivered Mail Returned to Sender
Hi, my friend is receving this massage while trying to send e-mail to my e-mail configred on Zoho on arfa.hr domain. "------------------------------------------------------------------------------------------ From: MAILER-DAEMON@zimbra.petprom.hr (Mail Delivery System) Date: 13 February 2017 at 12:03:33 GMT+1 To: martina.werft@petprom.hr Subject: Undelivered Mail Returned to Sender This is the mail system at host zimbra.petprom.hr. I'm sorry to have to inform you that your message could not be delivered
PHP SDK module->getRecords() "if-modified-since" customer header not appearing to filter by modified date
Using the PHP SDK, I am able to pull data from the "Quotes" and "Deals" modules using the following code: $api=$this->initializeZohoAPI(); $quoteModule = $api->getModule("Quotes"); $dealModule = $api->getModule("Deals"); $quoteBuffer = $quoteModule->getData()->getRecords()->getData(); $dealBuffer = $dealModule->getData()->getRecords()->getData(); Again, the code above works fine. It gets me all of the quote/deal information I expect dating back to at least 2019-3-26, seen here: However, when I
Is it possible to create and update leads/contacts via a HTML POST?
Hi- I'm looking into connecting an external lead capture form to Zoho and wondering if it's possible to create and update leads and contact using a basic HTML-based POST request. I've seen a few articles around formatting the data in XML, but this would need to be in HTML. With other platforms I've done this by either appending the parameters (email, first name, last name, etc.) to the URL or sending those parameters in the request body. Here are a few sample requests: Example of parameters in
Tips and Tricks #20: How to prevent contact duplication with existing leads from Zoho CRM
In this week's tip, we'll be taking a look at how you can prevent contact duplication when existing leads from Zoho CRM subscribe to one of your plans in Zoho Subscriptions. This post is part of a series of tips and tricks that we post every week. If you missed last week's post about the 3 C's of data in Zoho Subscriptions, go ahead and check it out. Business Scenario Managing and qualifying leads is an important part of any business' sales routine. The Zoho Subscriptions-Zoho CRM integration offers
adding custom relations through python api
I am trying to add relations to contacts, however I am having issues adding custom relations, I can gather the information of these custom relations using the sdk using the .get_relatedlist_records(api_name) method, however when trying to add a relation to a record I can only specify the module of the relation, not the specific related list I want the junctionRecord to be stored under. For an example, I have no issue linking contacts to campaigns under the default relation, however when I try to
Moderate every post before it's published
We would like to moderate every question/idea raised in our community before it's published (not only the first post).
how to create a records array for upsertRecord
Hi I need to create an $recordsArray to usert my record, currently i am using json_encode to convert my php array to json, try { $recordsArray = ["data" => [ "First_Name" => "fname", "Name" => "lname", "Email" => "badboy@gmail.com"], ]; var_dump(json_encode($recordsArray, JSON_PRETTY_PRINT)); $zcrmModuleIns = ZCRMModule::getInstance("contacts"); $bulkAPIResponse = $zcrmModuleIns->upsertRecords(json_encode($recordsArray)); // $recordsArray - array of ZCRMRecord instances filled with required data
Activesync on Outlook 2016 doesn't download messages with attachment size of more than 3mb
Hi There, I am using activesync on windows outlook 2016. Everything works fine except that outlook doesn't download/show the message received if the attachment size is more than 3mb. I can receive the message on android using activesync though. Please help!
Getting a 400 Invalid Data on the response
Hi this is my code, function upsert_users() { try { $recordsArray = ["data" => [ "First_Name" => "fname", "Name" => "lname", "Phone_number" => "+14055555555", "Email" => "badboy@gmail.com", "Account_Created_Date" => "42-15-2015", "User_Status" => "active inactive", "User_Login_Type" => "0 form website 1 from fb 2 from gp", "User_Description" => "about the user description", "User_Skills" => "handyman plumber", "User_Future_Skills" => "newskills booking taxservice", "User_PayPal_Id" => "asdfasf@asdfadsf.com",
How to close a ticket without it being reopened by a thank you reply
How to avoid a closed ticket from being reopened by a Thank You type of reply!
Big Zoho Fan - Question now on Assist which I am now using
I am on this side of the Assist so I go onto people's computers. I am using unattended access. Apparently when I show up they know I am looking at their screen and wondering if there is a way to show up anonymously?
Zoho Desk Customers/Contacts Sync to ZOHO CRM
Hello Is possible zoho desk customers / contacts sync to zoho crm ? We use zoho desk to get emails, Zoho desk will create customers automatically. So we want to sycn those zoho desk customers to ZOHO CRM. Thank you.
My Video Tag is not showing in list of merge tags
Hi I've added a video tag so I can show a youtube video in my email campaign. However, it does not appear in the drop down list of merge tags, so I can't use it. This article from zoho says it should be visible in the merge tags section, by selecting 'Video Custom Tags'. But my list doesn't have a Video Custom Tags option - the only one referencing video is 'Video Merge Tags' and that is empty. How do I get the video tag in to the email template? Many thanks, Troy
Drift Integration
Hi, Will the Drift platform https://drift.com be integrated into Zoho Flow or Zoho CRM? Thanks
Modifiy Candidate Review Form
Hello, I didn't find a way to add/delete fields appearing in the Candidate review Form. How can I do it? Regards, Olivier
Removing attributes from search bar
Hello, Our search bar is very cluttered because we have alot of attributes, so I would like to remove certain attributes from the search bar, but not from the entity itself. Is this possible to do, and if so, could you tell me how? Thanks in advance! With kind regards, Cas
Email Notifications
Our people are overwhelmed with notifications, but we can't turn them off for compliance reasons. It would be helpful to be able to allow users to digest feed notifications, but still allow task and board notifications to come through as individual email notifications.
Interview Name Field - Can you create PULL DOWN?
All the options under my field "Interview Name" were accidently eliminated...Is there a way to repopulate the standard names or adjust names? I'm not able to manipulate this field at all in custom modules.
After email migration, some emails are missing from my sent folder.
Hello, for one of our users, we have a gap in the sent folder. All sent email history is there until January of this year. After a particular date, no emails are included in the migration. Plus help!
Owner filtering is missing in task listing page
Reecently, we have issues of the owner searching column is missing in Zoho project task listing page. May we know is there any other way to search all tasks filter by owner?
Sheets showing strange data (Bug or Feature?)
Hi. Hope someone out there can help. We're using sheets to manage our register float. One of our employees' sheets have replaced the dollar cells with a cryptic formula. Screenshot attached. Does anyone know what this is and how to rid it? Thanks!
Set maximum capacity events on Zoho Forms?
Zoho One subscriber here. Currently i use my own domain/hosting solution, in conjunction with embedded Zoho Forms to build registration websites for live, in-person meetings. I am looking for the simplest way to add logic to my registration forms which allows me to set a maximum capacity for each meeting offered on the page. So, for instance, the Zoho Form might offer Meeting A, Meeting B, and Meeting C via a radio button selector. Each Meeting should have its own registration capacity which, once
Notes - adding the note to a candidate, contact and job opening at the same time
Hello, we would welcome, if there was an option to add a note not only to Candidate and Job Opening or Contact and Job Opening, but to all three of them at the same time. It would be very useful when entering a feedback to a CV sent or an interview feedback. At the moment it requires double entry. Thank you Miroslava
Incoming blocked/disabled
Dear Team, I have total 3 email accounts flagged as Incoming disabled and when I click to enable back, system show me the massage as Operation permitted for paid user(s) only. Below are the effected email accounts info@krushidhanbiotech.in sales@krushidhanbiotech.in contact@krushidhanbiotech.in Thanks & Waiting your replay
How to share my blog post on social networks where the summary of the post's content is displayed?
When I attempt to share my blog post on social networks, the summary of my website is displayed. This is not ideal. I want the summary of my post's content to display. Any advice would be much appreciated.
Workflow Rule: Setting a recurring rule whenever a field is updated
Hi, I am setting up a workflow rule with a scheduled action to deliver an email to a customer 19 days after an order has been made. The trigger is set when the "Total Commission" field updates. i.e. this indicates the customer has bought something. I want this rule to trigger every time someone makes a purchase. i.e. every time the "Total Commission" field updates. But scheduled actions isn't available if I tick the "Repeat this workflow whenever a account is edited" box: I assume this needs to be
Getting an error "Remote IP Address Blocked"
One of the email addresses is getting the IP blocked error while trying to reset the expired password.
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