Tiny Tip Tuesday #11
Be consistent! Consistency is critical in design. When you create a survey, make sure you maintain consistency in terms of navigation, page layouts, font, color choice, size, direction, phrasing, and language. As we discussed last week, online surveys rely on question wording and design. So make sure the design and content take equal importance in a survey. How to deal with inconsistencies in a survey Group similar questions and logically arrange them with the help of page breaks and page titles.
Zoho crm v2 api call getRecords
Hi there, I'm trying to get all the records from the Leads module in a standalone function like this : leads = zoho.crm.getRecords("Leads"); for each lead in leads { info lead; //id = lead.get("id"); //oldBCICase = lead.get("BCI_Case"); //details = {"BCI_Case_n":oldBCICase}; //zoho.crm.updateRecord("Leads",id,details); } return ""; The thing is that the console log with info doesn't pop up when i click on save and execute script. When i did the same thing with the Accounts module it worked perfectly.
Zoho Mail: IMAP not syncing correctly unread mesasges
For a time, no longer than two weeks, our Zoho Mail main account does not sync correctly read/unread messages across clients. Even when configuring our mail clients (Apple Mail, Mozilla Thunderbird) to sync every minute, every user has a different number of unread mails, generating confusion and duplicate answers.
I want to send texts to my contacts. Can anyone help please?
I want to send texts to my contacts. Can anyone help please? The last post I saw on the community users forum was 4 years old!
Line Item Statuses
Hi, We are looking to use zoho for our e-commerce solution, however I can only see two statuses for a sales order line item. 'Packed' and 'Invoiced'. If we with to have other statuses 'en route to country, 'ordered from supplier' etc etc - is there a way to do this ?
Searching for Accountname ? http://www.google.co.uk/search?hl=en&q=$[Accounts.Account Name] ??
Zoho Enterpr. and W10 Pro I have URL field in Accounts : http://www.google.co.uk/search?hl=en&q=$[Accounts.Account Name] to find more details of that company on the Web.,like phone email. but it returns the "text" $[Accounts.Account Name] only and not e.g.: Johnson & Co Ltd if i insert in the URL field: http://www.google.co.uk/search?hl=en&q="Johnson & Co Ltd" ............. then it is working..! What is right format ?? .. .I am not sure about the $ sign there.. Thanks WilliamR.
Pansonic KX-TVM telephone system
How can I link our panasonic telephone system into Zoho?
Sheet - Selecting multiple individual cells using Ctrl key
Hi, Sheet allows the selection of multiple cells in a Range by using the Shift key. However, it does not seem to allow the selection of multiple individual cells using the Control key, like most other spreadsheets I've experienced. Is it possible to do this, or will this feature be introduced? It is a very common requirement. Thank you, Dave
Creating a campaign
Hi, I am trying to create a campaign using a template to add text and images, I can do this easily however I cannot find an UNDO button or back button. Yesterday I positioned some text and an image and I wanted to change it but I couldn't and I ended up deleting the whole template and starting over. Is there an UNDO/delete option anywhere? Thanks Jackie
Subscription Callback for Record Creation Sends Duplicate IDs
Hey there! I'm seeing a new issue appear with the Subscription API where the body sent to the specified subscription endpoint is sending duplicate IDs for the same action. For example, I create a single record in Zoho, and the subscription endpoint sends the same ID four times in the body. Per the subscription docs, a create action should only send a single ID. I count on the API only submitting a single ID, so for now I have to locally cache the processed IDs so I don't do the same action twice
Mail Delivery Subsystem
Message not delivered Whenever any user is mailing from GMAIL, they are unable to send the mail to my account Error: Your message couldn't be delivered to info@indahtas.com because the remote server is misconfigured. See technical details below for more information. The response from the remote server was: 550 Please turn on SMTP Authentication in your mail client. mail-wm1-f46.google.com [209.85.128.46]:53079 is not permitted to relay through this server without authentication. from: Mail Delivery
unable to get mail hostgator says zoho problem
unable opertgro.comto get emails for propertygro.com
Error al enviar correos a cuentas hotmail
Hola No puedo enviar correos a cuentas hotmail: 4.7.0 Temporarily Deferred Tengo una cuenta free, si me paso a una standard es más posible que se solucione el problema? Es bastante urgente
Zoho Desk and Forms Integration
If I have a Zoho form that is integrated with Zoho Desk, will the Account and Contact be created in Zoho Desk when the form is submitted? If so what fields need to be mapped?
Zoho Sign Connector issues
I am currently using the connector within the CRM and having some trouble. I've created a template, but here's a few problems I'm having with the Zoho Connector in the CRM. This happens after clicking the "Send for ZohoSign" button from the contact record
What is the difference between Display Name and Screen Name in Zoho Share?
What is the difference between Display Name and Screen Name in Zoho Share? Thanks, Liz
Ticket Backlog Trends graph is being refreshed when backlog tickets get closed
We have created a ticket backlogs (Data is being transferred from Desk) trend graph which is based on Ticket Creation date and the actual values of the Unresolved Tickets count. This graph does refresh itself when we close those backlog tickets later on. For example its January column displays 5 total tickets at the moment but when we close one of those tickets then it does refresh itself down to 4. We want the monthly columns to always display the count of tickets which weren't closed at the end
forgotten password on free email account
Hello, while I rarely forget my password, when I just did - a second ago but only for a minute - Zoho sent a link to update my password TO MY ZOHO account! Help! This makes no sense. Why would I want Zoho to send an email to an email account that I CANNOT GET INTO BECAUSE I FORGOT THE PASSWORD?! I have always had a security question for use in case of a forgotten password, but I never get a chance to ask that. Do I have to supply a non-Zoho email account to retrieve a forgotten password to my zoho
How to recover my password
Dear Zohomail team! I badly need your help as i am facing really great problem in my business. I am having a blog with the name shopiwave. I have attached the blog with zohomail and set up all my ids like about us , contact us, ceo, admin accounts to the zoho mail. I have not checked that i have not saved my admin password. Now i have deleted the google associated account and the only emil is the one which i have created on zohomail whose password is the one which i have forgotten. How can i restore
Zoho CRM Template Image Viewer
After loading an image into an Email Template from the file manager, I can get the image source, if I want to delete this image after a period of time, where can I do this?
Calculating price of products in Sub-form
Hello, Here is my scenario. i have the following sub-form in a custom module i created called " Products in Order" In the sub-form i have a lookup field "Product Name",Quantity of that product and Price (calculated field) My goal is when i choose a product and quantity the Price will be calculated automatically with the unit price associated with the product ( I have a standard Product module with a field called "Unit Price") multiplied by the quantity Please advise Thank you Yoav
Zoho API V2 Subscription Response ID Issue
Hey there, I'm using the v2 API and working with the Subscription API and am running into an issue. The API docs state that a specified endpoint will be hit with this data: { "query_params": ▼{ "key1": "val1", "ke2": "val2" }, "resource_uri": "https://www.zohoapis.com/crm/v2/Contacts", "module": "Contacts", "ids": ▼[ "1000000033163" ], "operation": "update", "channel_id": "1000000000045", "token": "TOKEN_FOR_VERIFICATION_OF_1000000000045" } This is mostly true except for this section: "ids" : ["1000000033163"]
How to perform action when lead has no campaigns
I am trying to write a function that looks to see if a lead has had any campaigns assigned to it and if so, change the status to "Attempted to Contact". The code I am using is below: relatedCampaign = zoho.crm.getRelatedRecords("Campaigns","Leads",LeadID); info relatedCampaign; if(relatedCampaign != null) { info "found something"; LeadUpdateMap = Map(); LeadUpdateMap.put("Lead_Status","Attempted to Contact"); updateResp = zoho.crm.updateRecord("Leads",LeadID,LeadUpdateMap); } else { info "nothing
How can I check if the email is real or not.
I would like to check if emails of my customers are real or fake, how can I do it?
Tip #03: Using Writer Offline to work on your documents from wherever you like.
Take your laptops and iPads to wherever you like—like a long flight or a silent park, and continue working without worrying about connectivity. Writer Offline lets you create new documents and work with your most recent documents without an internet connection.
Function-31: Get the timezone of your leads
Welcome back everyone! I'm sure most of you already know this, but we have introduced the newer version of Zoho APIs (Version 2.0). Functions(previously, Custom Functions) also underwent an update, regarding the said APIs and some more. However, this week's function still uses the Version 1.0. Zoho APIs, because the transition from v1.0 to v2.0 is still in progress. Stay tuned for more updates. Last week, we learnt how to keep track of your business details with a Company or a Contact. This week,
Optimize your web form with relevant metrics
Today, business owners recognize the importance of collecting customer feedback to enable better, more meaningful interactions. Web forms are the most common way to gather that feedback. But when you engage in digital conversations, sometimes, you don't see the whole picture and end up missing out on important context. The Form Analytics integration for Zoho Desk gives you the stats and analytics you need to engage your customers better. Powered by Zoho Pagesense, enabling this integration will
Classes/Tags in bulk import
Let’s say I have a bunch of transactions I need to bulk import into Zoho Books & they already have a “Class” column. Is it possible to import the classes as tags? Or as a custom column?
Client Timesheet Approvals Notification
Is it possible to send approval reminders to clients after a few days of not approving timesheets?
update mail
Hello, how to update his mailbox and load new mail, I look good, I can not find in settings, an idea?
Tip 40: Activity reminder in Zoho Projects
Activity reminders come to the resue when you want to keep track of activities which are pending, overdue, or unassigned. You can customize and receive email reminders for the activities you need to follow up. Navigate to Personal Preferences in Setup and click Activity reminder under Notifications section. You can subscribe to receive email reminders based on the specified frequency. Learn more If you have any questions, do comment below or mail to us support@zohoprojects.com.
Webhook integration
Hello. I have an easy task, but I am a beginner in Zoho, and I don't understand where how to realise it. So, I need to use a custom function: when admin clicking the button "Approve" in the contact record, it should work webhook, that have only one parametr to send - current Contact's email. I am trying to drag&drop "webhook section" in the Function's editor when I am creating my function: <variable> = invokeurl [ url: "https://multitenant-api-cht20.skylabapps.com/wh/gip7yj?email=${Users.Email}"
Regarding mail text error
Mail text is not displaying in normal view. But it is coming only in reader view. Please find the attach screenshot for your reference. Awaiting for your reply.
Zoho Vonage Integration not working
I am doing until the stage of the integration with Zoho and Vonage integration, I got the code from Vonage however when I try to apply the code, Zoho system says invalid code, what could be the reason? best -raj-
Zoho mail is thrown in junk and being rejected by outlook 365
hello, it has been around 2 weeks, that all my emails to Microsoft 365 are being rejected or being thrown to junk in clients emails. i contacted zoho. they told me to send and allow zoho ips at client s side. -------------------------------- https://docs.microsoft.com/en-us/office365/securitycompliance/configure-the-connection-filter-policy this is not a logical or acceptable solution, as : 1. first clients are not responsible for my emails. 2. they are not professional to do the requested. 3.
How to set your name?
Someone in my organization is having trouble setting thier name. I think he is the account owner. Right now his name is "Zoho" but when I asked him to check https://accounts.zoho.com/u/h#profile/personal has set for his name, it has his proper full name entered but its not reflecting on Cliq.
Custom Date Function to spell out date in merged results
We have a date of birth custom field in our Contacts. We have a mail merge that fills in the date of birth. However, in the merged document, we want the date to spell out - so 1/1/1995 would display as January 1, 1995 Can someone point me in the right direction? Thanks!
Ampersand
HI! I wanted to let you know that ampersands (&) do not transfer from JotForm to Zoho CRM. Example of how the “&” doesn’t copy into Zoho… Under “particular venues”, “indoor & outdoor” is mentioned and here’s how it looks in Zoho:
Zoho Desk Community Digest - March 2019
Top Product Announcements Collaborate with context, with Zoho Desk for Microsoft Teams. Sync your Products Module for better context All your activities, now under a single tab. Show your community the value of their involvement. Optimize your web form with relevant metrics Ask the Expert Sessions Ask the Experts 1: Setting up departments and multi-branding Ask the Experts 2: Advanced process automation Ask the Experts 3: Reports and Dashboards Ask the Experts 4: Agent Productivity Ask the Experts
What's New in Zoho Subscriptions - March 2019
Hello Everyone, In the past month, we've worked on new features that will help you save time while using Zoho Subscriptions, so you can focus more on growing your business. Here's what's new: Export only what you see With this update, you can choose to export only the data that's visible in your custom views and default filters for the Customers, Subscriptions and Invoices modules. This works great for when you want to export specific data unlike the usual data export. Note: Currently, you cannot
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