Converting Custom Module Lead to Contact
Hi Zoho, Wondering if it's possible to use the below on custom modules instead of just on the "Leads" module. I couldn't find anything in the help documents. <response> = zoho.crm.convertLead(<lead_id>,<values>,[<connection>]);
Zoho being the IdP for OAUTH of our customers
Hi Zoho, please guide me in the right direction if I'm misunderstanding things... We are a small company, with about 20 users currently using Zoho CRM and books and other apps. As far as I know, CRM keeps a database of our customers, with name, email,
Difficult UI
Editing a Layout can be quite difficult i te CRM, in this case, trying to delete is quite impossible as the (transparent) scroller is just above the bin (as seen on the screenshot). I guess the UI should be updated
Unable to Receive Emails
I am unable to receive emails but could send out. Please help. Thank you
What's New in Zoho Subscriptions - April 2019
Hello Everyone, We're back with new updates to help you with your subscription management. Here's a quick look: Multitask with Webtabs Webtabs allow you and all the users within your organization to access a webpage or an application within Zoho Subscriptions. This saves time when accessing external resources and is a great way to view data from integrated services like custom reports from Zoho Analytics. You can create webtabs by going to Settings > Webtabs > + New Web Tab. Configure an account
Add LIVE chat support system
Add LIVE chat support system
Cant Create an email id : AA101:Oops! Something went wrong. Try again later
Hello, i am trying to create one email id in addition to the exisiting two. but zoho not allows to create it. AA101:Oops! Something went wrong. Try again later if i use a different variation then it works. strange. but i need the perticular one as already we have printed all the business cards with that email id. it is just a name of a person. Pls advise.
Number of Business days between two date values - minus public holidays :-)
hi i know there is a possible way to calculate business days (mo-fr) between two date values... but has anyone tried to deduct also public holidays ..... best would be to use a public available service somewhere. second best solution would be to import a table with the holidays to a creator record..... thank you Lambert
Need to restrict users from saving a contact to another Account
Hi, I know, I've asked several times before if a contact can be associated with multiple accounts and the answer has always been no. But now. I really, really, really need to restrict users from saving a contact to another account from the Ticket form. I've already removed their privileges to do so on the Contacts module, but still, the ticket form allows them and this is causing a huge mess. Please. If you can think of a way, please help me. A pop up window, an error upon saving, anything will do
Need a way to build public application on creator
Hi There, We need to be able to publish app without login, basically publicly accessible. No sign in or registration required.
Linkedin confirmation email
Hello, I keep trying to send verification emails from linked in to my zoho account, but nothing ever comes through. Can you tell me what's wrong?
Attachment to auto reply email
I am trying to attach a PDF to a auto reply email How do I do it? Cheers Glynis
não recebo mais e-mails
Olá , gostaria de saber se alguém pode me ajudar, por favor. Já tem uns 6 dias que não recebo mais nenhum e-mail, nem na caixa de Span. Isso não é normal, pois recebia e-mails diariamente. Tentei auxilio nas minhas configurações da minha conta e não obtive exito. Mauricio
Cómo se usa el el crédito promocional
Buenas tardes quiero comprar un usuario de correo con el "crédito promocional" que me otorgaron al comprar 19 correos para mi empresa. Cuál es la forma correcta o pasos a seguir para usarlo ya que en Zoho Payments no sale opción, salvo la imagen del credito.
zoho.crm.getRecords("Users");
I want to get records of CRM but this not response when try to get information of Users table, this issue is provoke for permissions or not is possible to access at this information for security reasons or why? varUsersList = zoho.crm.getRecords("Users"); This return "null" when try to access at this information in applications in Zoho Creator. Thanks for your time to help to explain why not access this data.
Limit searchable fields in published report
Hi, I've created a database with 1000s of records and published a report (un-editable by agents) that only shows 6 fields (of 26). I want agents to be able to search ONLY within those 6 fields. The report only shows 6 fields. I've created a print template to only show those 6 fields. The problem arises when the agent clicks the search button. It shows all 26 fields. How can I limit the search options to only those 6 fields? Thanks!
images in Notes Field
I am having Form A which contain 5 note field to display 5 different images. That displays Correctly. I am having another one note field that is 6th note field which should display the all the 5 images in a table format fetch from previous 5 notes field. How can be it is Possible?
Not able to get Query Parameter to work to show related tasks to a project
I have an app that have Projects and Tasks. I created a page that shows related project information that you get to by a function that goes to the page with the RecID as projectRecId. I created a panel that shows the number of tasks and for the action, I want it to go to a report for Tasks that are related to the project. In the Add Task form, there is a Project lookup field and it pulls the Project Name. I created a Query Parameter for the pane action as Project=${projectRecId}. It pulls up all
zoho books integrations issue
Hi , I trying to integrate zoho books and zoho creator. I am getting error. {"message":"JSON is not well formed","code":1038} sometimes I am not getting error but the record is not inserted in to books if (((request.Customer_Name != null) && (request.Invoice_No != null)) && (request.Invoice_Date != null)) { itemDetails = map(); for each rowprodetails in Product_Load [ID == request.ID] { proName = Product_Master[ID == rowprodetails.Enter_your_product_details.Product_Name].Product_Name;
Please add option to save draft *without* closing purchase order, invoice etc.
Hi Zoho, When I'm working on a long purchase order, invoice etc. I regularly save as draft to make sure not to lose any data and have to start over. However the function is very irritating because it always closes the purchase order, invoice etc. and then I have to reopen it when all I want to do is save my work so it's not lost. Would you please consider having the following: " Save as Draft" (does NOT close window) "Save and Send" X in upper corner if someone wants to close a saved draft. Or the
Archiving data into an off line copy of a creator application
We have a large database which keeps data relating to our customer's use of our services it consists of a main contact record (parent) and then a series of other records that relate to what services they use from us. We operate on a yearly cycle but for practical and customer services reasons we want to keep these records live and generally active for our call centre staff for 2 years. So far so good. However, as soon as a record exceeds 2 years from it's creation we want to move all the records
CRM API - create leads - C# example
Does anyone have a C# code snippet, showing how to call the API to create a new lead? I have written some code to do this, and I get a message back that says "Record(s) added successfully", but I don't actually see those records in my CRM account. I must be doing something wrong. Thanks.
Auto Calculate Shift From Timestamp Field(In Subform)
Hy , I have one sub-form with 2 fields on it. First field is Timestamp , which is Date and Time field . second field is Shift , which is drop-down field with values (a)Early Shift , (b) Late shift. needed whenever form opens automatically Timestamp field fills up with current time and date , and accordingly if in Timestamp field time is 7-12 then with Early Shift and if Time is 12-6 then with Late Shift . Please Help me with this . Thank you in Advance . Hope i get reply soon . Have a nice day
Viewing Sub-Tasks on the board!
Problem: Currently, you can only view Stories and top-level tasks/bugs on the board. If an task or bug is a sub-item of a story, you can see it on the board. If a task/bug is a sub-item of another task or bug... you don't see it on the board. I'd like to see this changed, and I have specific ideas on the best way to do it. What I LOVE about current features: If a task/bug is a sub-item of a story, you can move it across statuses WITHOUT moving the story itself. Even better - that task/bug, which
Add Showtime App as a Related List in Deal Module
One of our products is a series of live webinar training. I would like to start using Showtime as our webinar channel (I like the functionality better than the webinar feature in the meetings app) however, I need the showtime sessions to show in associated Deal. Since this deal has a 90 calendar period I need to see all aspects of the job in the Deal. How can I accomplish this?
notify when record updated
Hello! I have an app set up for our teachers to view records for their students (I have a filter set up so that teachers can only see the students assigned to them). Is there a way to set up a notification such that if one of our administrators makes changes to a student's record that an email can be sent to the teacher to let them know that there were modifications/additions, AND what those edits were? I'm hoping it's possible, and not too complicated.
Not mandatory field, mandaroty
Hello, I opened the Invoice App for the first time and filled out the form. There seems to be a problem, as mandatory field, aren't marked as such (ie in red with a star). i guess this should be corrected... As I didn't filled Currency and Time zone, I get the error report, but the form still show the field as not mandatory ;)
Mail Forwarding Issue
I am trying to add an email to mail forwarding but can not due to an error massage that says "Filter Forward has already been configured for this email address". I can not seem to figure out the problem.
E-mail spell check
Zoho CRM spell check and auto correct functions are way too eager with changes making errors in grammar even worse. Is there a capability to turn off spell check and/or auto correct features?
how can i add Lead in ZOHO using my C# application
Hello, i want to create lead from my c# application please give a sample code for this. Thank You,
Recovering all files from Trash
Hi, I changed my email from IMAP to POP3 on Outlook. The Zoho web mail moved all the files in Inbox to trash. This is well over 75,000 emails. How can i move all the emails in Trash (which was thankfully empty when this happened) to Inbox. Thanks. Help will be hugely appreciated.
How to recover deleted mails from trash
Respected Zoho team, One of my employee has done inapropriate & deleted all mail, Dox from inbox & trash. It has been only 3 days. Please recover all mails & Dox to inbox. If I do not recover my mails, it will be a huge loss for my company. User id: 656307689
I cannot attach files and send them
I cannot attach files and send them, I cannot attach files and send them, when the email system does not scan the virus
Zoho Mail configuration (MX records) does not receive mail
Hi! I configure my mx records for receiving mail but doesn't work. How can i fix?
Group notecards in Chorme on Chromebook (i.e not Windows or Mac)
Hi - I'm trying to figure out how to group two notecards (within the same notebook). I can easily figure out on my phone, but my laptop uses Chrome browser on a Chormebook - so the instructions to press and hold CTRL for Chrome in Windows does not bring up the option to select cards to group together. Any help is appreciated!
Adapt Sprints for non-programmers and individuals
Agile & Scrum are great tools and methods to get more done in the same amount of time, but right now Sprints feels like it's built specifically to serve programmers and developers. What if I want to use it for Content Marketing? I'm going to manage the creation of blogs, podcasts, social media posts, online courses and more using Sprints. Right now, though, there's features that have no relevance to me (like github integration) that I'd love to hide, and other features I'd really love to have (like
getRecords optionalDataMap help
Hello, I am trying to write a command in Cliq to get records in CRM. I am using the zoho.crm.getRecords function. I want to be able to utilize the optionalDataMap parameter properly, but I cannot find any good documentation regarding it. Can anyone help with this? To fully utilize it, i'd like to know all the possible syntax for it's use. Can anyone oblige? Thank you!
Insert CRM lead using C# SDK v2
Hi, I'm trying to add a prospect using c# SDK. this is a single user CRM so I don't need to add a "login to zoho" in my app. I've not been able to find a clear example where everything is done in c# (gererating grant token, generate access token, make the add lead call" Even when I try in postman, I get a "internal server error" in postman result. Could you please incicate me a clear insert lead example from A to Z. Thank you,
CRM 2.0 and 1.0 API access
We are currently in the process of upgrading to Zoho CRM 2.0 API and the code has passed development and is onto our staging area. Our staging and production use the same CRM account so my question is this. If I generate new v2 API credentials will that nullify the v1 API credentials or can you have both of them active at the same time? We are worried that if I activate the v2 credentials that it'll stop production from working. I hope this makes sense. Thanks in advance.
EMAILS ALL BOUNCING BACK! Cannot do business this way
Emails keep bouncing back! This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :136.143.188.15 blacklisted at dnsbl-1.uceprotect.net This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. INVALID_ADDRESS, ERROR_CODE
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