No objects in CRM, yet I see the error when creating a new one
I have empty CRM Free edition. When I try to create a new account or contact I see the error message: Sorry, you have reached the maximum limit for this action in your current edition. What should I do in order to start using your CRM? Can you give me one month free try-out time to test Standard edition?
Product Group Linked to Multiple Vendors
Morning, I have a Vendor that has multiple addresses where our Engineers pick up from. Is there a way I can set up all their addresses in Vendors and all look at the one Product list?. I could create a Products list for each, but just seems a lot of work to update with price changes etc.. For Example Product List = 'Grahams' Vendor List (short List) 'Grahams Bellshill' 'Grahams Bathgate' 'Grahams Hillington' etc etc........................ Thanks in advance, John.
I am not being able to receive emails in my zoho accounts
Hi, I have been facing this issue as i have three zoho email accounts but none of them are working as i am unable to get any mails in those accounts. why is the problem happening?
Zoho Connect "Client/Guest Portal" in German
Hi, i am wondering that the external guests can't change their language to germanin their profile. All other languages are selectable. The "normal" internal members can change it to german. with regards Olaf
Write script for form cancel button for both add and edit records
I want to load the edit record using edit url when i click the cancel button i want to redirect some other. is it possible to write code for form cancel action for add / edit record
Validation error
I have created a pick list that allows salesmen to choose a relevant reason that we might lose a Deal. When a Deal is moved to the "Closed Lost" stage the validation rule mandates this field is completed. This field presents itself in the pop-up that is cued when the stage is updated to Closed. For some reason when an option is selected from the pick list the save option is not enabled. We can work around this by updating the pick list before the stage but I am pretty sure something is broken here.
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Lead status changes to Junk lead if 3 times contacted - No Response
How to change "Lead Status" to "Junk Lead" automatically, after the "Lead Status" has "No Response" status 3 times.
Can't import to Zoho CRM
I prepared CSV files and succesfully mapped them But at last step get errors: The following mandatory field(s) were left empty: - account id. ------ I tried to export accounts and products from Zoho to csv and match account exactly in zcrm_** format, still no luck.
Import
Hi, I am importing data from other Zoho crm data and I got below error. Put the "Note module" for example: when Note is exported to a csv file and imported to other zoho crm, the Note ID cannot be selected and the system cannot proceed to next step and give this error message "The mandatory field 'Note ID' must be mapped." under the mapped field, the Note ID is not shown and cannot be selected.
Default Lead Owner from Unbounce
I am having trouble with the leads coming in under my name as default from unbounce. Unbounce just requires the api key to integrate so I am not using a zoho form and therefore I cannot change the "assign to user" field that would normally be available. Is there a place I can change the default lead owner when a new lead is created? Matt C.
Customizing layout of summary information under the "business card" details
On the Potentials/Opportunity Page, after the summary "business card" information, there's a section that has Contact Person and a list of Products associated with the potential. What do you call this section? In my case, I would like to change the information that appears associated with the Products, but I can't figure out where to do that.
Using Zoho CRM as a Service provider not a product seller!
Hi Zoho seems like a cool product but I am having awful trouble trying to work out how to set it up for a business that sells services as opposed to products. We're a real estate agent and so have approx. 4 different chargeable services (aka products). However, I need to link the service provided to individual properties. A client could potentially have multiple properties...any suggestions? In our business, having Accounts doesn't make sense as the Client is our main contact - Accounts is more
Data Validation Help - Search.
Hello, I went with Google Spreasheets on Zoho Spreadsheets when I found the problem. Data Validation - here I will set everything up. Unfortunately, if I enter text into a cell, I have to enter the text exactly and I have no help as to which data is available. I have to write exactly the letter after the letter. In Google, it was enough to write a word and all the free options were offered. It's a problem when you have more than 100 options.
Duplicate output file
As soon as I add: pod 'ZohoAuth' pod 'ZohoDeskUIKit' pod 'ZohoDeskSDK' to my Podfile and build, I get Showing Recent Messages :-1: Multiple commands produce '/Users/bellus3d/Library/Developer/Xcode/DerivedData/B3DFaceScannerPro-eiejnoybuladqphjknwmhstmeucy/Build/Products/Debug-iphoneos/ZohoDeskSDK/ZohoDeskSDK.framework/Info.plist': 1) Target 'ZohoDeskSDK' (project 'Pods') has copy command from '/Users/bellus3d/Google Drive/iPad/iPad App Branches/iPadPro-App-Development-Branch/B3DFaceScannerPro/Dependencies/CocoaPods/Pods/ZohoDeskSDK/native/DeskSDK/DeskSDK/Info.plist'
How to add system-defined product details field on deals module
I'm trying to finish the product price calculation process in only deals module by adding this field on deals. Any chance to do it ? I found this field is only appears on accounting modules.
No send button on iphone
Once i have answered a chat there is no send button for me to send my message! I’m using an Iphone.
Not receiving any emails, but can send emails
I haven't been able to receive any mails for the past few days. This has been happening almost everyday for at least a few hours per day. Please help? Thank you.
Internal Error
i get {"code":1000,"message":"Internal Error"} response when execute following code. Please suggest how this can be done properly var client = new RestClient("https://books.zoho.com/api/v3/contacts"); var request = new RestRequest(Method.POST); request.AddParameter("organization_id", orgID); request.AddHeader("Authorization", "Zoho-authtoken " + token); request.AddHeader("Content-Type", "application/x-www-form-urlencoded;
Exporting Product Module doesn't include Subform Data
Hi everyone, I don't know why Zoho's vast capabilities don't account for this, but when exporting a module it will only export the data from the master module to the excel sheet and doesn't include the subform data. I urgently need to set-up our inventory and neither Zoho Inventory nor Zoho Creator can fulfill our requirements the way the CRM Product Module can. But if I can't import the products via excel sheets it's useless. Please assist with possible workarounds or solutions! Highly appreciated!
Email size
I just wonder if there is a possibility of increasing the size of emails we can forward out of Zoho Support. We get emails in with larger sized attachments that we must then forward on to people outside of our Zoho account. We CAN go to the original email, but that seems counter productive when we are trying to use Zoho Support.
COUNTIF (DATE1 >=, DATE2 <= ) ??? CANT MAKE IT WORK
HI, I FOUND THIS COUNTIFSCounts the number of times each cells in all the ranges that meet the specific conditions. COUNTIFS(test_range1; condition1;[test_range2;condition2];...)test_range1 is the range to be tested. condition may be: A number, such as 34.5 An expression, such as 2/3 or SQRT(B5) A text string test_range2,condition2,… Optional. Up to 127 range/criteria pairs are allowed. COUNTIFS counts those cells in test_range's that are equal to the corresponding conditions, unless conditions are
not receiving mails from a specific domain name
Dear support staff, I have already emailed you about this issue but since there is no reply, I want to try this forum. from last week my email address b""""""@tjay.com is not receiving emails only from irco.com. there are no emails in spam folder as well. all the other email addresses in tjay.lk domain name are receiving emails from irco.com but b""""""@tjay.lk . I'm using the admin account of tjay.lk and spam filtering is also turned off and irco.com has been added to the white list for a longer
How to remove -Select- Caption within dropdown fields in PDF Builder?
How to remove -Select- Caption within dropdown fields in PDF Builder?
Adding days to a date field & return only date portion
I'm trying to create a Payment Due Date field by adding X days to the Invoice Date field. I would like to return only the DATE portion without the time. How should I write my formula? My formula: Adddate(${Invoices.Invoice Date},30,'DAY') My result is: 17/05/2012 12:00 AM Thanks!
No aparece remitente ni asunto de los últimos correos recibidos
Buenos días He estado usando el correo con normalidad pero hoy de repente han desaparecido los destinatarios y asuntos de los correos de la última semana. Puedo abrir el correo pero no me aparece ni el asunto ni remitente. Coincidiendo con esto, he dejado de recibir los correo que me envían, aunque sí puedo enviar con éxito. Gracias Un saludo
Mail not being received by some recipients.
Hello, When I am sending emails, some of the domains are not being able to receive my emails. This problem is there from past 3 days. Please help.
Planned Annual Maintenance EU Data Center, 17th March ,2019
Dear Customers, As a part of our annual infrastructure maintenance at our Europe Data Center, we will be switching our apps from the Primary to Secondary data center on 17th March, 2019 and back to the Primary data center on 24th March, 2019. We will switch apps between data centers during non-business hours. While we carry out this switching, all Zoho services will continue to be operational. We do not expect any major interruption and you should be able to continue using all Zoho services during
Imap is not working
Zoho Books - Show margin on quote
Hello all, We are using Zoho Books as part of Zoho One. Since prices change often and we might not have the actual unit prices, we want to see the total margin on a quote on Zoho Books. Is it possible to add a field in the product overview on the quote that shows the difference between the cost price and the list price for every product and the total quote? Thanks in advance, Best regards, Wesley
Fexiblity
It would be helpful if there were customizable forms and applications. I would be helpful if there was an upload section in the assessment and if there was a grade in the assessments like 70% out of 100%
Email bounced from Zoho: 554 5.4.0 <mx2.zoho.com #4.4.1>
My friend continue having issue sending email to us, and gave me the bounced email with the following reason: Remote Server returned '554 5.4.0 <mx2.zoho.com #4.4.1>' .. 1. What exactly the cause of '554 5.4.0 <mx2.zoho.com #4.4.1>' ? 2. Is it related to the headers size limit? If yes, what are the limit by Zoho? Thanks
Feeds Feature Request
I am in love with Zoho Social.... Great job guys! I'd just like to throw a couple of idea's your way that would be a great feature add-on. Feeds.. It would be great to be able to add feeds for content that we can share easily to our networks. Right now I'm using Feedly which doesn't provide the greatest ability to connect to Zoho Social. 2nd, on the notifications part of the Mobile App, is it possible to add a way to mark Instagram Posts as completed? A lot of time I find myself going back
Turn off 'Double Opt-In'
Hello, I am using Zoho 'Sign in Forms' to enable users to subscribe/register. I want to turn off the 'ouble opt in' functionality i.e. Users should be able to subscribe without having to confirm their email. Please let me know if there is a fix/code change that I can do to achieve this. Thanks George
Zoho Creator Walkthrough Crashes at the same step
Hi.. I am trying to follow the Zoho Creator walkthrough steps for the "Create a Pizza Ordering App" but it always crashes at the same step and I am forced to start all over again. I have not managed to get past that step. It always crashes at step 6 of 16 "Click Create a Workflow" step of the "Setup a Workflow" stage. This is the message that comes up: The walkthrough has closed unexpectedly Please navigate back to the home page and start the walkthrough again Okay
How to add reporting tags in purchase order
Hi, I know to create a reporting tags. In the purchase order, add additional information and selecting the required tag. Is it possible to add the tag for the complete purchase order rather than selecting for each line item. Regards, Hemnath.D
Image resized in a scheduled LinkedIn post
Hi, I've just got my first scheduled LinkedIn post published and found that the image I included has been resized. It's lower in height and has a lot of blank space on either side (attached). I used the same dimensions like for the images I attach straight in LinkedIn and I never had issues. Can you please let me know what's the issue and how it can be resolved? Thanks Edita
Confirming before I start...
...That it is OK to change organization name and also the existing emails in my account? and Do I need to do all the set up with emails and domain set up at once? What is best way please. and is Orchestly where I want to be for an instruction page for changing emails? I am not sure what Orchestly is. I am the Super Admin and the account owner. Please advise at your convenience and thanks much Jen p.s. any links would be great.
Get API Response to the zoho creator form fields.
Guys i manage to get the response from another 3rd party apps. but the return value is as below {"result":1000,"wallet":[{"balance":1000,"currency_code":"MYR"},{"balance":0,"currency_code":"SGD"}],"error_remark":"","currency":"MYR","api_status":"Success","error_code":"0"} how do massage the details within and put it into zoho creator form? thanks in advance, Jeff
Mail not syncing between web and phone.
I check my Zoho mail account online and on my phone through the Gmail app. However, when I mark emails as read, the two are not syncing. Thus, I end up having to sort through all of my emails twice. How can I fix this problem?
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