Multiple connected subforms in one form or a suggested workaround
I have several objects that are 1-many related objects in a kind of vertical hierarchy so for example Courses have several Units and Units have several Objectives and Objectives have several Criterias etc. I would like to make it easy for the user to add this structure in one form since a lot of the information is common so no need to repeat the whole hierarchy again every time they want to add a Criteria for example. I created a Add Course form which allows adding Units (as a subform): I was also
Urgent! Sending mail problem!
Hello. Id 20060087473 During last 12 hours Mail doesnt sent away. http://prntscr.com/n9z2yy Temporary failure lasts too long. Please fix ASAP
barcode scanner for warehouse
Hello Is it possible to integrate a barcode scanner for delivery note or inventory items in the warehouse?
Login Limit for Testing
Hi, We have an integration with Zoho CRM APIs and are encountering the daily login limit blocking our testing from executing...how do we remove that login limit for our test users in test organization, or at least increase it beyond 20?
Migrar campos a otro diseño
Buenas tardes, mi nombre es Daniel sierra de NUVA partner de zoho en colombia, queria preguntar si es posible llevar los valores de algunos campos de un diseño nuevo que creamos en LEADS, seria llevar los datos de estos campos del diseño STANDARD de LEADS, al nuevo diseño
Recall Emails
Good Morning, When trying to recall the emails sent, I get a window with a warning in orange that says I must update to retrieve emails, in the new window it tells me that my organization is already registered at workplace that directs me to the panel control tools, but we can not find a way to activate this function. Could you please inform me how to do this? I send attached screenshots. Thamk you for your attention.
Client notification for each published post
Hi, Is there any way to notify clients by email when a post on their social channel is published, or is this permission reserved for team members only? Thanks.
Change original domain
Hi! When I first created my account within Zoho, I used a domain that doesn't exist anymore. I was able to change the old domain to the current one, but here and there I still see the old, original domain written in some places. Is there a way to completely shift from the old, original domain to the new, current one? Thanks. Regards.
Sales Call Cycle
Hey So how do I set a Sales Person Calling Cycle please ? I need to be able to select on a contact 1) New Call Cycle 2) Choose 1, 2, 3, 6, 12 Months Calling interval 3) Have the Date Shown of the next Call Due based on the Interval Be able to add a date manually of needed Also list up a report for the current day, week showing all of the calls to make Name and number will come through along with the contacts notes field Once call completed and marked as so, auto selects the next date Thanks
Importing Quote data
I am attempting to import my quote data into CRM - Quote module and my import fails to identify the account. I have tried using the account name, account id as loaded, and ZoHoID number (obtained through an export of accounts). Am i doing something wrong or does it simply not function?
I can't authorize Instagram Acoount
I get the error in the attached image. even if I sign with the account that connected my instagram account.
Contacts
Please add scan business card for adding contacts. There are many apps in google play that use the phones camera to scan cards to add to contacts.
Bad French translation
Hello, "N'hesitez pas !" is a really bad Franch translation. It could be confused. The best translation is only "Oui".
Email invite not working
Hi - i've got a full subscription to Zoho professional but my emails to team members are not being sent / received. I've tried to invite two people, also tried sending an invite to a different email that I have access to.
What are SPF records?
Is it necessary to configure SPF records? Thank you!
Zoholics Berlin - Der CEO von ZOHO kommt nach Deutschland!
In weniger als drei Wochen findet in Berlin die Zoholics statt - unsere größte jährliche Nutzerkonferenz! Unser Highlight? Der CEO von Zoho, Sridhar Vembu, wird dort ebenso vertreten sein, um sein Wissen und seine Erfahrung mit Ihnen zu teilen. Außerdem bietet die Zoholics Ihnen die Gelegenheit, sich mit Produktexperten auszutauschen, Fragen zu stellen und an interaktiven Sitzungen teilzunehmen, die auf Ihr Unternehmen maßgeschneidert sind. Nicht nur das, es werden auch zahlreiche Redner kommen,
Admin Password Policy
Two Questions: How can I turn off the Admin Password Policy - When I logged on it said password had expired but I have not set up any policy's I cannot see where to remove this? This has also now caused failure to authenticate on my outlook, I enter the new password i created but it will not accept it? Thanks
Your access to this mail system has been rejected due to the sending MTA's poor reputation
Hi, My collegue is getting this message when she is trying to email one of her contacts. We haven't increased the amounts of emails lately or done anything strange... Just ordinary business emails to our contacts and clients. Thanks, Petter
Zoho Wiki talks and devs at Zoholics 2019?
Could someone from Zoho post some info about what sort of Zoho Wiki sessions and presence there will be at Zoholics 2019? I would be particularly interested to hear from and talk to devs working on Zoho Wiki, and/or it's long-forecasted next incarnation :-). Graham
Cant send email from zoho mail app (android)
from saturday i cant send email from my phone app and reply to not works i recieve emails and i can send emails from web browser, but from app not!
Can can I track my "Leads" emails without clicking on each lead individually?
Is it possible to track when and if a lead has answered an email without selecting each lead individually? Using IMAP email integration.
Split Delivery from Gsuite
Hello, I have set up split delivery from gsuite. I have one email address on gsuite that works fine. However my email on Zoho no longer receives emails. I can send emails from Zoho without an issue, just not receive them. Any help would be fantastic.
Enviar e-mail...
Olá... Estamos recebendo e-mail e algumas contas não conseguem enviar e-mail, nem mesmo pelo SalesInbox...O que fazer ? "URGENTE " Detalhes Grato!
Filter zohodesk Accounts API based on created date
Hi, I am using ZOHO desk REST api for integration .But I am not getting any option to filter data based on datetime filter . Any reference on this requirment.
Search Capabilities in CRM.
What are the search capabilities? AutoTask was awful. Being able to look at all CRM logs and search with the web browser is really nice.
ZOHO API Help for a Pennsylvania company
Can anyone recommend a pennsylvania firm that can help with moving our website from V1.0 to V2.0?
Linceses
Is there a minimum buy in on the number of licenses?
delete superadmin or second email address
i asked a freelancer to create an info@ email address and he went ahead created two info@ and admin@ admin @ is the primary admin and i would like to delete it but it says i have no authority to delete and can only be deleted by super admin. can someone help delete this email address or can i create a completely new Zoho account because i view this quite suspiciously plus i don't want a second email address as it add on a layer of confusion for me that i don't need. please help with this.
Classification and linking of attachments
We would like to be able to classify the attachments on tickets either by using customizable classification fields or by using tags. Also the attachments should refer to their original message thread via some kind of linking system and also vice versa (A link/reference on the original message thread linking to the related file on the attachments tab).
Push Notification When a Ticket Goes to a Certain Status
I would like a push notification anytime a ticket goes to a certain status, if I'm the owner or not. I'm the site admin and if a ticket goes into hold or stalled, I'd like to know. Really push notifications for any workflow would be better than emails.
CRM API - Search records using two lookup fields => empty response
I Want to search a record using v2 api with two lookupfields like this: Empty response (nothing found) with this query: .../crm/v2/Kunden_Produkte/search?criteria=((Hardwarezuordnung.id:equals:1037613000009920263) and (Produktzuordnung.id:equals:1037613000032948159)) If I do the same thing in Zoho CRM, I get the records: zoho.crm.searchRecords("Kunden_Produkte", "((Hardwarezuordnung.id:equals:1037613000009920263) and (Produktzuordnung.id:equals:1037613000032948159))"); If I use only one lookupfield,
Thousands separator ","
The thounsands separator "," is not being recognized by Zoho Creator when in mass uploads. Also the Zoho Books accounting application does not recognize the separator either. This is not very convenient to say the least. Thanks guys
Is it possible to migrate only selected projects from Basecamp?
Can we select a set of projects from our Basecamp account when migrating? Also does the migration distinguish between Basecamp projects and teams? Basecamp3 has this new separation of "Teams" and "Projects". They are in fact not different entities from each other. "Teams" are rather used to create some team workspaces which aren't directly targeted at real projects.
Can't Transition BluePrint From On-Hold back to Open
In my blueprint I have a transition from an open status to an on hold one. I then have an automatic transition back to open when the customer responds. I would also like to have a manual transition back to the open status in case an agent decides we should be working on the ticket again even if the customer has not responded. I haven't been able to set this up because the blueprint won't let me add a second transition in the same direction as the auto transition. How can I make this work so the case
Crm Zoho Slowly
We are using crm.zoho.com Our users are complaining about it's performance especially file upload Which is the IP Public of Zoho CRM Please share crm.zoho.com all fqdns and port number with me
Tip #04: Signing documents yourself using Writer
Time to give your paperwork some digital transformation. Writer is now integrated with Zoho Sign to let you sign as well as collect signatures securely from wherever you are. In this post, we'll talk in detail about how you can easily add your wet-ink
What's New this March 2019 in Zoho Invoice?
As this new month begins, we bring you a bunch of new enhancements and updates. Read on to know about what we've added to Zoho Invoice for the month of March. Configure advanced settings in ICICI eazypay (Indian edition) If you're an Indian edition user and have set up ICICI eazypay as one of your payment gateways, you now have the option to configure advanced settings. You can specify who bears the transaction fee and also enable the modes of payment for your customers. The online payment modes
I had this error, while adding account in gmail.
Authentication failed. Please check your username/password. Server returned error: "The recipient server did not accept our requests to connect. Learn more at https://support.google.com/mail/answer/7720 [mx.zoho.in 103.89.75.36: timed out], code: 0" help please.
Forget my master email password and cannot create new email accounts. Please HELP!
I forgot my zoho master email password and I am now stuck at two or three email accounts and cannot create more for new employees. Would be great if you can help us with it. We desperately need to create new emails for new employees. Please help us with this problem.
Update Quote Stage from Button in Deal
I have button associated with Quote related list in the Deals module. I want it to update the Quote Stage field in the Quotes module. I have found some script similar but cannot get it work. Any help would be appreciated. This is what I attempted to modify but i am not versed in Deluge script. potIdStr = input.potId.toString(); mp=map(); mp.put(“Quote Stage”,”Sent to Invoicing”); update = zoho.crm._updateRecord(“Quotes”,quoteIdStr,mp); info mp; info update ; return "success";
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