Get territories with C Sharp SDK
Hello, how do I programmatically get territories using the C# SDK?
Clear the search criteria of a report through code or URL?
I have a stateless form that uses a workflow to display a link to a report with criteria using URL. example: app.zohocreator.com/owner/app/#Report:Name_List?Customer_Name=[Kim] However, doing this only adds the criteria Customer_Name=[Kim], it does not clear any criteria that was made before the user clicks this link. For example, if someone had searched for a range of dates on the report Name_List and did not clear the search criteria, then going to the example link shows the Name_List report
Job URL
Where I use to published a job it would generate a link directly to the job. Where did that link go? How can I get the job url again? Thank you, Alex
I can not upload files on attach potential part!!
Hi Every one I traveled to Iran and I want to work with my Zoho CRM, But I can not upload files on attach potential part!! I get pictures from my WhatsApp, I download them but I can not upload them on Zoho. Let me know how can I solve this problem? wishes Koorosh
Cannot change First Name in User Profile
Hi, I have been trying to update our users, so that the naming conventions are the same for all, but am unable to change the First Names of any users. The field is highlighted red and when i click save, i see an message that an error occurred:
Zoho One User Admin doesn't save Language
In Zoho One, Admin Home page >> Users, when I edit a user and change the Language value to "English" it appears to save. But reloading the page or coming back later shows an empty value next to Language.
Missing Documents
I had been working on some poetry for weeks, and suddenly, my Zoho documents have disappeared, and I've tried every link possible to locate them, but they have completely disappeared from my account. I wrote to your support email address on 4/22/2019, and I received this: Request Id: 31126156. Where are my documents? And why haven't I heard back from you?
NO_CRM_ACCOUNT - User doesn't have account in Zoho CRM
Hello, I'm doing an integration with Zoho CRM API v2. I made all the structure with all the properties files, I generated the tokens, and I get an error when I execute this code: ZCRMRestClient.initialize(); System.out.println("======== set Mobile Number ========"); ZCRMRecord record = ZCRMRecord.getInstance("Leads", 3555413000000746001l); record.setFieldValue("Mobile", "9894049545"); record.update(); System.out.println("======== Get Mobile Number ========"); record.getFieldValue("Mobile");
How to add and customise source
Hello, I'd like to know how to customize the existing source categories names. How do I add new source categories? Thank you.
Getting user already exists for info@cloudwayz.in
But the user is not visible in mail accounts as well as user details. please respond asap
Moving Tasks on a board
When you have a board with several columns, it seems impossible to move a task across multiple columns. If you try to do that and release the move, the card moves 2 or 3 columns, but not over to where I am trying to move it.
Need to post and want to TAG in a business... how is it done?
When Im scheduling a post and want to TAG in a business... how is it done? it doesn't draw TAG info or offer the facility?
Tagging in Facebook Updates
I'm not sure if I missed it or not, but has the ability to tag people in Facebook updates been implemented yet? It's been "coming soon" for six months now, so if it hasn't been rolled out yet, can someone tell me when it's coming?
Zoho Social
Interested in purchasing Zoho Social but there is no way to Tag a person, location, nor products on instagram & facebook posts. Can this feature be added?
Any updates? Feels awfully quiet on Social...
I've seen a lot of requests for features, and a lot of things the Zoho Social team says is on the roadmap and "coming soon", but there's been an awful lot of silence coming from Zoho Social lately. There have been requests for features like: Wordpress Integration Better Instagram Integration & reporting Tagging people on Facebook and Instagram Posting to Facebook Groups Power Editor for Zoho Social Web The new Content Inbox Better custom scheduling queues Pinterest Integration Instagram Story integration
searching
I cannot search far into the past in my inbox archive. It seems to want to search only the few that are in one page. How do I seach one year ago?
Mail sending but not receiving
info@unisafegas.com
Tiny Tip Tuesday #15
Are your surveys secure? A lot of people feel more confident about answering surveys when they know that the information that they're going to share will not be misused. Let's look at the different ways you can make sure your survey is secure: Keep it anonymous: Being able to remain anonymous motivates people to answer surveys more honestly. Avoid asking personal identifying questions in your surveys unless you have a good reason. State the reason as a descriptive text, before the survey questions,
import
HI Where's the option to import a batch of Cv from my desktop
Add Short and clear browsing + templates !
Hello ! I propose to introduce in next updates a very useful stuff. Browser that will help us to see faster and easily the directory we are looking for, because it becoming annoying when you have a lot of folders... Or maybe i easily to iplement the another way of representation the notes, be title, to be more clear in easy to organize. + Templates that will increase the comfortable use of app. We users , can make and share our own templates, just give us the posibility. I Attach a photo like example
Setting up a multi level campaign
I could use some advice on how to do the following. What I would like to do is send out an email campaign for a local 1/2 day workshop. They will need to sign up for it and pay to attend. I plan on sending to my Zoho CRM contacts and promote on Facebook and LinkedIn. When they sign up and pay online (with paypal) I want to be able to stop the first campaign to my Zoho CRM contact or from someone that came to my landing page through social media and automatically start a confirmation campaign which
Mobile App - Check In / Check Out
I have setup the app however when I check in there is no logging of time one the dashboard even though online I can see when the phone is actively checked in. I searched but couldn't seem to find any significant documentation on the mobile app and setting up time tracking besides manually entering time data.
Is it possible to create a function to put the space in a UK postcode if entered wrong?
Is it possible to put a space or remove duplicate spaces in postcode entered into Billing Code? examples of incorrect postcodes: YO223BT should be YO22 3BT or if someone typed YO22 3BT > YO22 3BT etc... If this were javascript I would use: string.replace(/(\S*)\s*(\d)/, "$1 $2"); which would put one space before the last number in the string. Is it possible to do similar in a function?
How to aggregate payment records (Amount) and then update an Outstanding Balance value in another form
As the title suggests, I am struggling to both aggregate a form (Form A) that collects payments made against specific invoices (the matching value between the two forms or reference field is the PO#) and then updating a field on Form B that reflects the outstanding balance (or Total minus Sum of Form A payments). Any assistance would be GREATLY appreciated. Thank you. In theory, the outcome should be as follows. Form A captures payments made against invoices. Form B is updated when Form A has an
No separate search results in departments in the Knowledge Base
We have 2 software products (X & Y) We created 2 departments (X & Y) We add articles to both departments Problem: Some consumers have both software products. When they logged in into the Knowled Base and click on department X and they search for some keywords they get also results from the other department (from Y). In the search results you can't see the difference in the 2 departsmetns. When you search for example properties you get a result like: 1: How to create properties 2: How manage properties
error dmarc dns smtp
hy we have a domain with zoho mail configuration and when check domain (http://mxtoolbox.com/domain/iilex.com.br/) show this errors: - dmarc iilex.com.br Missing or Invalid Record - dns iilex.com.br SOA Serial Number Format is Invalid - dns iilex.com.br SOA Expire Value out of recommended range - smtp mx2.zohomail.com Reverse DNS does not match SMTP Banner Can someone help? Thanks.
Tell a friend link
How can I fix my tell-a-friend link, notice in the photo how the link is output to raw html without Screenshot
Adding Drop Downs from Menu Items
Hi Zoho, I would like to add drop downs to menu items, but I cannot find out where to do that. Please help. Thank you.
Picture size, hero slide
I have tried everything, changed the picture many times, different sizes and they all seem too big to the point that when I scroll up/down my page then the pictures shows entirely but as soon as I open the page the picture doesn't show completely. I'm not sure what to do. Please help!
A weird icon appeared on a KB Article
I may create this article from scratch to get rid of this icon but this issue should be dealt with by your developers. This icon seems to belong to the content labels and looks like an imbrication of the "warning" and the "info" icons. This object doesn't seem to be a part of the page content and I can't remove it. It also is displayed on the final KB page and on its print outs.
Problem with responsive theme
Hi, I'm trying to use one of your new responsive themes, i have set a background image which looks great on the desktop preview but the mobile preview just focuses on the middle of the image rather than showing the whole image. How can i make it show the whole image? Thanks
Online store
Hello Is it possible to built an online store with Zoho sites? If yes, do i need to choose certain template for this? how does it work? Thank you Mirit
RSS Feeds
zSocial is missing three key components that are available on most of the other popular social media management platforms 1. Posting from an RSS Feed 2. Post video 3. Pinterest I saw posts already requesting video and Pinterest support. But not having RSS feed posting capability is a BIG miss. That means every company with a blog has to manually post via zSocial. Not ideal. This is something you guys should really work on and implement soon. There are just too many companies with blogs, industry
Open Rate Drops Since New Year
Hello Zoho experts, We've been using Zoho Campaigns for the last year or so. Since the turn of the year, we've experienced a significant drop in our open rate (2-3%) without any real explanation. Our content is very much the same, and we felt our subject titles were not much different and so I don't understand exactly why our open rate is so much lower. We did some tests at our end, running the same campaign on ZOHO campaigns and on Mailchimp - and found that on Mailchimp, we had an open rate of
Zoho Inventory Integration
Hi Zoho, I am busy with a trial ecommerce site and have successfully connected my Inventory. I can see that the products are synced instantly. How do I update the Description field? Other fields are bi-directional and updated as soon as a change is made but not the Description field?
How to set up shared email box?
Hello, I have an email box called negocios@dtps.solutions. I configured it in channels> email, however, I do not receive email in CRM, I can only send it. Help me pls! Walter Santos
Unattended Support
I know I have seen other articles on this forum about Unattended Support licenses, and I just wanted to hit on that and a couple of other points. I would love to use Zoho Assist as my primary way of doing remote support for my customers, but i believe the product is still in an infant stages. Currently I am using Connectwise Control, which for 54$ monthly (which is what I pay) I get unlimited unattended access licenses, which is a big plus for me. Granted, i am only using 49 unattended support installs,
it doesnt allow me to continue
zoho campaigns
Displaying two linked values from forms in a new form
Hi, Just signed up for Zoho creator as it seems like the perfect fit for me. However the learning curve is quite steep. I'm trying to make a reporting system for our business. I have a form with staff details. One of the fields is 'Level' which is a lookup to a level form (i.e level 1 to 5) Then I have a third form which is a team setup form. I have a lookup field here for their name (and the possibility to add if missing). I get the name field to work, but also need the assigned 'Level' to show
Error reason: 552 5.1.1
Hi! People have been getting this error every time they send me a message (it bounces back). I've checked my profile, and the storage is at 27%. Can you please help me? Thanks Ashirvad
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