Margins in own templates
Hi, I've been working on some templates for invoices and offers. How do I set the margins? I've searched for the topic in the forum, but only found old threads from years ago. In the Knowledgebase it says that it is not possible to set own margins right now but it is in development. Does anybody know when this feature will be added? Or is there any other way to set up my own margins? Thanks in advance for your replies, Thomas
Pivot Table Report
Hello, I need to generate a Time Table report as per attached format where the data is lying in Form and Subform. The header information will come from the main form and details will come from the subform. I tried using a Pivot Table but the cell values are count and not the actual entries such as Faculty Name and Subject / Course name. Is there a way to get the actual cell entries rather than some aggregate function. The record summary helps but I am not able to get it in the format I want. Thanks
I can't receive emails but can send emails
Hi. I have this problem since two days ago. I just realised that I was unable to received any emails but can send out emails. It is quite troublesome for me as I have missed out few urgent emails. Please advice on this matters.
Attachments for journal entries
I don't see a way to attach documents to journal entries. It would be a nice feature to be able to attach files to journal entries as a way to document the reason/supporting documents/etc. (Quickbooks has this feature and I would assume it would be an easy enhancement)
Zoho one reset user password NOT working
Hi, I wanted to reset a user password for Zoho one, but when I click in "reset user password" link, it ask me for my admin password. As I am using google ID, I have no password. So I can't do this action. Please let me know how to proceed. Regards,
Chart responsiveness
How can I make charts that are embedded responsive?
Format of CSV to import contacts ?
What should be the format of a CSV to import contacts ? What minimum attributes are needed ? Thanks
Updating value from one custom module to another
Hi, I have 2 modules : Offre GC (tab) called Custommodule1 (name) and API : Name Offer Société (tab) called Accounts (name) and API : Name Accounts I have a field called "Gardiennage" (and many others, but we will start with one and I will duplicate ;-)), and I would like to update this field on my "Sociétés" module when field is updated on "Offre GC". I've tried to use and adapt this code but it isn't working : ARGUMENT CustommoduleId = ID Offre GC CODE CustommoduleDetails = zoho.crm.getRecordById("Offer",CustommoduleId.toLong());
Can't initiate ticket to customer
I would like to confirm that we can't initiate a ticket to customers? In other ticketing systems I used such as Freshdesk, when someone switched from sales to being a client I was able to use the ticketing system to send a solution and intro documentation to the client and from there they could continue to ask questions (tickets). It doesn't make any sense that tickets can't be initiated and sent to clients in Zoho. If this is not a feature please add it ASAP as an option for those of us who would
Use data from URL to create CRM Contact
Hello! I've got a client that uses a referral link to a portal we've built for them. In this link, it sends us the necessary information for us to identify the user accessing the portal, name, email, address, etc. Is there a way to break down this URL and use the information from it to create a CRM contact? I checked Flow and SalesIQ doesn't have triggers for something like this. We would want it to create and/or update contacts based on the information it gets. Here's an example of the landing URL:
Migrate to new version
Hi, Now I'm seeing an option to "migrate to new version" when I go to edit my site. Am I going to lose features when I do that? Will I have to create my website again from scratch? Will I have to pay for it? I just want to know what will happen before I click on it. Thank you!
LinkedIn Recruiter
I just signed up for LinkedIn recruiter. Will zoho recruit be integrating with LinkedIn? If so, when? Thanks
How to apply standard hourly rates per user ?
is it possible to apply standard billing rates / per user and not always fill in the individual rates for every new project.
Creator API limit
Hi, recently we are hitting our API limit regularly and we have paid to increase this a few times now.... i have a script (see below) that is in every form (and also in each page in order to access a view) - we need this as we have many different clients who access the same system and we pre-populate the form with information from CRM and we use this information to also filter data depending on what system and site they belong to when they access a view (fyi - i use the customer portal to control
Using data from different forms to calculate profitability
Dear Zoho Community, I'm really new to Zoho but I'm excited about the world of endless possibilities that it gives me! I will really appreciate any help to guide me! I have Heating and Air Conditioning business and I created an app to get more in control in my business. One thing that I need to accomplish right now is creating a report that would show me profitability of my jobs. To count that I need to pull data from the Job Form which has the price of the job, then deduct the materials logged
add date range to unbilled project hrs - invoice creation
see screen shot. email me if you want more detail! jeffrey@hark.bz
Marking an invoice as paid pending cleared funds
I am trying to find a way to mark an invoice as having the payment sent, but still waiting to clear. I can see that invoices can be listed as "Payment Initiated" but I don't see any documents that explain what that is, nor can I find a way to assign that status to an invoice. I want to be able to give my invoice a status between unpaid and paid. Can anyone suggest any way to do this? Thanks.
Sync Blackberry email, contacts, calendar
I have MAIL LITE PLAN. 1 Domain correctly configured. ACTIVE SYNC does not work. I followed the official guide and nothing. CARDDAV does not work and CALDAV does not work according to official guides. Only IMAP mail works to me. My device is Blackberry Q20 OS 10.3.3. Any advice?
Using Zoho Upload Tool to connect more then one Database
Currently I`m using the Upload Tool to connect a Firebird local DB with my Zoho Account, but now I need to add a new local DB in the process (also Firebird). Is it possible to do this? I can do it just editing the configuration archives or do I need to create a new archive and do a separated process? Thanks for de help.
CORREOS DESDE CRM A SPAM
Buenas tardes, quisiera preguntar el por que al enviar correos masivos desde ZOHO CRM a contactos estos se marcan como spam? por lo anterior los clientes a los que se les envía el correo electrónico masivo no tienen forma de visualizarlo a menos que se dirijan a la carpeta de spam directamente. de antemano muchas gracias. Quedo atento.
Addon/Link Products to Others
Is there a method to link other Products to a Product? I want to link a Warranty Service to my Product. How do I perform this configuration? How do I create links to Zoho Subscriptions as a Product Addon?
Can't access Zoho Invoices after receiving a request to join from Zoho invoice account owner
Dear Zoho Team, I have created a zoho email id. My office back-end team wants me to join the zoho invoices platform. These are the steps I have followed so far: 1. Email id created and login successful. 2. I receive a request to join Zoho Invoice. 3. I accept the request but I receive an error that "An account already exists for this email" - Screenshot is attached below. Please help urgently.
Problem with SMTP and Thunderbird
Hello, I have problem with configuring SMTP for magento site. I am keep getting error like this in my inbox. INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.1.1 : Recipient address rejected: User unknown in virtual alias table. I was thinking that is problem due to SMTP configuration. But when I try to logging in with Mozilla Thunderdbird I constantly getting that my Username or password is wrong. I triple checked all config. My MX record is verifed also. Greetings
Cannot edit campaign
Hi, When I add a new campaign the start screen has changed (see below) and I cannot for the world see how to edit my campaign. What should i do differently?
User access problems
I hired a VA to help respond to emails I am receiving but she can't seem to access any of the emails in my inbox, and can't reply to emails I have forwarded to her. I am not sure what's going on. I have already given her access as an admin, and enabled all the available email applications (actie sync, IMAP access, etc). How can I fix this problem?
What is the function of "Payment Terms"?
While creating a customer, we can see a field "Payment Terms" and we have the options "Net 15, Net 30, Net 45"... Just to clarify: what is that, I mean, what does "Payment Terms" do exactly? In addition, I'm from Brazil, so I have no idea what is the meaning of initials "Net" (like "Net 15" for example). Is it about working days? I've just generated a new invoice to myself for testing purposes and I could see that, if we leave the Payment Terms as "Due on Receipt", 1 day after the invoice shows a
Parsing JSON format responseText - not as easy/clearcut as XML. Does it even work?
The usefulness of JSON is clear in that you can you use key-value pair 'get()' method to retrieve the value of a key...which in theory is a lot easier than used Xpath and XML...but I have found this to be difficult to resolve when using getURL or postURL and I need to parse the responseText that gets sent back. In the case of the example I have dealt with the JSON format data, I think it is sending back a multi-dimensional array of data...and my assumptions about using get(keyname) seem to break
Creating record in Zoho CRM and upload file
Hi, I'm stuck on this issue, and I don't find the problem. i have a Zoho creator form with several fields : This application is linked to Zoho CRM, it creating a ticket in Zoho CRM. Everything works fine, but I can't upload document to Zoho CRM. Here my code : //create the CRM vs Creator fields map to push data to the CRM module. myFieldMap = Map(); //add values to the map. CRM fields first and then Creator fields ( without the quotes ). Creator field’s deluge name is used here. myFieldMap = Map();
Not Able To Find the "replaceAll" Function
I have a function where I am trying to replace a series of "tags" with values from various forms to create a status string. However, when I attempt to call the <string>.replaceAll() function, I get an error message that says "Not able to find "replaceAll" function". I've tried this with a couple of other methods, such as replace() and replaceFirst() and ge tthe same error. Additionally, I've tried calling it like this: <mainstring>.replaceAll("tag", "value", false); As well as like this:
My zoho mail does not receive emails
since 29 Jan that I received last email, my zoho mail stopped receiving mails. Test mails i sent to myself returned an error: Mailbox delivery failure policy error
E-mail parsing identifying the mail but creating an empty lead
Hi, I created four e-parsers from e-mail. Three of them are working perfectly fine but I has a problem. It identifies a new mail, create a new lead, as it suposed to, but with all blanked mapped fields. In fact only one mapped field is retrieving the correct information, all the others doesn't. Anyone can help me on that? Best Regards
Could not sync email and contact.
Hi. I'm having trouble with zoho mail. Recently, I found that my android phone is no longer syncing with zoho mail and contact. It's been a while (I saw that my last email was received 3 - 4 weeks earlier, and did not sync anymore since that time), but I did not notice that for a while. I'm using an android device, through msync.zoho.com, to contact my email account (as written in this message header), hosted by your site. I have used zoho service (especially my contact) quite a long time (for many
Timeline
Hello, Is it possible to hook into the Timeline report and change how the properties of the default date? I have a field that holds the day of the week but only need the timeline to show a 7 day period. I have also got a date field which i need to set the initial 7 day forcast of timeline by. So an example would be to set the date field in the form and when the report is generated it only shows 7 days from that date relative to the date field. Thanks
No llegan los mensajes que se envian a las direcciones que tengo en minuscula, solo llega si esta en mayuscula "Facturacion@correo.com" si llega, mientras que a "facturacion@correo.com" llega error
No llegan los mensajes que se envian a las direcciones que tengo en minuscula, solo llega si esta en mayuscula "Facturacion@correo.com" si llega, mientras que a "facturacion@correo.com" llega error de que no existe dicha dirección.. Gracias
Lookup column unresponsive
When amending data in my table (TblInspection) where there is a lookup column, I almost always get the "page is unresponsive" error. On clicking on wait, it normally disappears. This is getting to be quite a distraction and would request that the response time is reduced. The lookup column is linked to a table where there are 18500 rows to lookup from. Sony
Accidentally Deleted Module
Hello. I accidentally deleted "Today's Leads" from Hompage. How do I add that back? Thanks.
Get Ticket Owner (assignee) information from ticket payload
Hi Zoho Support, I have a doubt, Do you plan to add "assignee" information like "contact" info in the ticket payload for ticket update events? This info about Ticket Owner would be so helpful as contact info. "assignee" : {
"firstName" : "dasca",
"lastName" : "vins",
"photoURL" : "",
"id" : "1892000000056007",
"email" : "jack@asdad.com"
}, https://desk.zoho.com/support/WebhookDocument.do#EventsSupported#TicketUpdateEvent Regards, JCN
New Member Says She Can't Connect Due To Previous Membership
I am trying to invite a new user to my Connect App. She says she is getting error messages since she previously used Zoho with the same email and evidently she cannot be part of two groups. This sounds to me like she could be confused... or is there something I need to tell her to do specifically, so she can use Zoho Connect for two separate organizations "Walls"? Thanks!
Online payments through web forms
I would like to be able to accept online payments through my website. It is my understanding that I cannot implement that with the CRM Webforms but there is a way to do that using creator. If someone has already written the code for this in creator, is there a way I could pay for it? I am not a developer and do not want to have to start from scratch when I 'm sure it exists in this community somewhere. Any thoughts?
webhook to post lead as XML
Hi, Trying to get a webhook to work to post lead details as XML to another CRM system. Just can't get it to work. Needs to post Zoho CRM lead data to FLG360 in the following format:
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