Fetch Records Troubleshooting
I'm at a loss right now. I have Table 1 that lists fields ID, Length, Amount. I am trying to Fetch records into Table 2 when the ID entered into table to is equal to the ID in Table 1 and insert Length and Amount. Here is my code but it doesn't return anything x =Table1[ID == input.ID2]; input.Length2= x.Length; input.Amount2 = x.Amount;
Email Account Blocked
We have a blocked email account. We can not send messages. The account is akshay@akshaygroup.in We would also like to know the reason and how we can prevent it from happening again.
How to display day of the week
Hi, I'm a novice when it comes to Zoho functions, however I'm looking to make Zoho display the day of the week from a field named 'Start Date' and place the day of the week in a field named 'Day of the Week' within the 'Booking' module. Can anyone help please? Thanks
Low cost 3pl integration
Has anyone found a low cost way to integrate a 3pl with zoho? It seems all of the integration software has very high monthly fees. With only 20-30 wholesale transactions per month we cant afford high priced integration. Has anyone found a way to transmit/connect inventory and orders info at an acceptable cost for a very small startup business?
I started getting "553 Relaying disallowed as @".
Hi, after some time since my registration I started getting the error "553 Relaying disallowed as @" when try sending email via nodemailer (https://nodemailer.com/) with the params bellow: host: 'smtp.zoho.com', port: 587, secure: false, auth: { user: 'no-reply@meethru.com', pass: '<valid password>' }, from: 'no-reply@meethru.com' Is this possible only for payed accounts? Please advise, thanks! Alek
Zoho SAML not working
Hi, I am trying to set up SAML for Zoho mail. I am using ADFS 3.0 as a backend on our side. When a user goes to the SSO url, the user gets redirected to our ADFS server, gets authenticated and then gets redirected back to Zoho. The last step is where it goes wrong. I get the following error message: Signature validation failed. The Possible reasons could be : 1. It is possible that you typed the address incorrectly. 2. The URL may be invalid. A year old thread talked about this, and the problem
How to record expenses where GST invoice is issued later?
Hi there We have many expenses (flights, hotels, stationery etc) for which the supplier issues a proforma invoice and then supplies a tax invoice a few days later. The proforma invoices generally don't have any GST information on them. Currently, we are manually maintaining a list of pending invoices and manually adding the GST invoices when we receive them. Obviously, this leave a lot of room for mistakes. What is the best way to handle this? Cheers!
listing candidate names on emails when sending formatted resumes
When I submit candidates through Zoho, I can never double check the names of candidates I'm submitting unless I copy the email and back out of it. It would be nice to list the names on the left-hand side where you show the number of candidates being submitted. thanks Nicole
Email already exists
Hey, I am wanting to create a hello@ account but it's telling me that its already made. When I try reset the password for that email account I can only send an email to that one so I'm at a brick wall. Would you be able to look at what is going on. I am able to create a ben@ not hello@ Thanks
Sales Orders Deluge
I need to create a Sales Order in CRM from Creator and I need to know the fields to populate and how to structure the Product information when there ware multiple product lines for a Sales Order. I know the basic is: response = zoho.crm.create("Sales_Orders", mapped_fields); It's those mapped_fields that I need the structure for to correctly populate and create the record in CRM Sales Orders.
Business continuity issue for client - Free plan not upgraded despite making payment
We had mapped a client to our Zoho Store account, and made a payment on their behalf for 1 year Standard plan for Zoho Books. It was showing us that the client is now on a Standard Plan, however, our client has reported that they are still on Free Plan. This has impacted their business, as they are not able to generate new invoices for new clients. This is not done, as payment has been made, and service is not provided. We seek an urgent solution for this issue.
Assistance Needed for SQL Code
Hi Team - I am having difficulty getting a UNION ALL query to work correctly. For the first part of my query, I need to returns all requests that were created in the previous month, which I tried like this with no luck: SELECT "Site" , "Request Custom FIelds"."Request Type" AS "Request Type" , "Sub Category" , "Request Status" , "Requester" FROM "Request" INNER JOIN "Request Custom Fields" ON "Request Custom FIelds"."RequestID" = "Request"."RequestID" WHERE "Request"."Created
New Page Created Just Hangs and no Deluge Tasks Available
When I create a new page, it hangs and I don't get any buttons on the left such as Insert HTML or any Deluge Tasks. It gives me this but the just shows the animated ellipsis forever. Tried it in Chrome and Safari and same result.
Add new, already existing organization (i.e. merge 2 Zoho accounts)
Hi, We've been using Zoho for a while and love it, now I created a second account for our second business using a separate email address and login, added everything in, and THEN realized that I could have just added a new organization into the existing login. That would be way easier to manage. Is there a way now to link those 2 accounts? I.e. add the second, new one that I have created as a second organization in the main business, rather than a separate login? Thanks for your help! :)
Zoho Connect Tasks
When viewing your task board in connect on the web you can drag and move tasks with ease. On mobile this is non existent! It is a pain staking manual click to change it. It would be awesome if mobile had the same abilities.
ZohO Download.
kinldy sort ,i cant download excel from spreed sheet.
Any suggestion about how Connect can be used with Projects?
Really felt amazing when the first time I tried Connect. But later I found that the position of Connect is a bit awkward -- As a user of Projects, I find that almost everything Connect can do is also available in Projects and Projects is even better. Manuals -- Pages (Feature in Projects: Versions) Forums -- Forums (Feature in Projects: Task association) etc... But I do like the feeling of Connect with it's modern UI comparing with Zoho old school style. Could you please provide some hint about in
Custom Voip SIP provider
Hi, I've seen that is possibile to integrate phone in zoho desk, I see I can attach it to some standard providers and to asterisk. It's possible to configure a custom ip voip trunk of another provider, I've URI, domain and user/password. It could be great for me
I have a blocked account.
I am a few days without receiving email at: henrique@palelog.com.br Could you help me? I'm putting an attached image to better identify the error. I am a few days without receiving email at: henrique@palelog.com.br Could you help me? I'm putting an attached image to better identify the error.
Quote model : Update description with modification into product.quote
Greetings. I've created a model for quote. This model currently read Product.Description. When a saler create a new quote, he select different products. He may change the description of the product, within the quote, in order to match customer need. When i Print the quote, my model show the initial description which was on the product, instead of the new description of the product, modified by the saler. What can I do, for the PDF to be updated ? Thanks, Claire
How do I add field to a Section
I've added a Section called 'Your Contact Info.' How do I add field to it? I've tried dragging a dropping into the Section and that didn't work. See attached screenshot.
How to limit image size from image field in a record summary?
Hello, I am trying to build a Record Summary template to show a summary of a form which includes several types of fields, including a couple images taken from the mobile app. The size of the image in the summaty varies depending on the phone the picture is taken from. Is there a way to standardize or limit the size of the images in the record summary? Ideally, to have it limited by default in the summary, to be able to generate the report directly? Right now I get huge images in the record summary,
Creating a record and checking if one already exists
I have a referral form set up with a custom approval process (couldn't use the built in one because the referral form is published, and still needed the approval functionality). Once a referral is "approved" the deluge script creates a new record in our "main profile" records for the family being referred, and it populates the new record with information submitted in the referral form. My question is - is it possible to include some way to check first if there is already a record with the same
Upload field in stateless form
Hi -- From this thread, I understand it's not possible to add an upload field in a stateless form. Is that still true? I don't really understand why, but is there a workaround to this?
Restricción de vistas
Buenos días Tenemos un usuario más, un vendedor, yo quiero saber como hacer para que el solo pueda ver las actividades que están cargadas siendo él el Titular de la tarea, es decir que no vea la de todos los vendedores. Como así también solamente los datos de las Empresas con los cuales tiene asignada una tarea, no los datos de todas las Empresas que son clientes nuestros. Gracias
Restrictions in public view
Hi Zoho How to hide the public view referring to "All Opportunities" for each user? That allows that each user can only see their created opportunities, not the others
Zoho Form - Map Dependency Fields
Hey Guys. So I have map dependency set up in my leads. Both the fields are a drop down multiple choice. So the child field is automatically filled after a parent field is selected. Now I want to do the same process for leads via Zoho Forms. However, once we select the parent field, the child field does not automatically get filled in the CRM records. Is there any way to do this?
Can't upload Attachment through API
Hi. I'm trying to upload attachments to my contacts in zoho CRM through API. I use a form where the user can upload files an I use this curl code to put that attachment to zoho: $curlFiles = curl_init(); curl_setopt($curlFiles, CURLOPT_RETURNTRANSFER, 1); curl_setopt($curlFiles, CURLOPT_URL, 'https://www.zohoapis.eu/crm/v2/contacts/' . $recordId . '/Attachments'); curl_setopt($curlFiles, CURLOPT_HTTPHEADER, array('Authorization: Zoho-oauthtoken ' . $accessToken)); curl_setopt($curlFiles, CURLOPT_POSTFIELDS,
layout change in test email
Hi, I tried to send my test email from two different browsers (google chrome and microsoft edge), but both times the layout that I chose was changed when receiving the test email. Has anyone faced a similar issue? And how can we fix this? (other then making a whole new email)
Contact Support Page
On the "Contact Support" page, please add the ability to attach a screenshot of the issue.
Duplicate documents from one photo on Android
Yesterday, with the Android Books app, I added a receipt photo as a new document. After I took the photo, returning from the camera activity, I was required to reenter my Zoho app PIN (I don't know why). After I entered the PIN, four identical documents appeared, all with the same filename, and all with the same photo that I had just taken. This bug chews through my document scanning allotment.
Tip of the week 30 - Reduce unsubscribe rate: 5 proven practices
If a rise in the number of subscribers is something that gives pleasure to you as an email marketer, then a decline will obviously affect your marketing strategies. Unsubscribes are one of the major factors that show a weakness in engaging with your subscribers. So, here're a few tips to diminish unsubscribe rates and keep your list intact. 1) Always use double opt-in The first thing that any marketer evaluates when it comes to subscribe rates is the method used for opt-in. It's better to use
disable customer portal
hello how can I disable the customer portal ? I only want to allow opening of tickets via emails and don't want a support portal to be visible or accessible. Just as a org, we don't want to have a customer portal - if so - how can I disable the portal and in a future date / re-enable it ? thanks
Cannot Access Campaign Subscriber Lists
I am not able to access my campaign subscriber lists, in spite of the correct permissions set up by the administrator of our account. What am I missing?
emails sent to an Iphone cannot reply using the default iphone app
Hi we are sending emails out using our zoho account and if a customer has an iphone and tries to reply (using the default mail app) it bombs out. If you send it to a gmail app then replys no problem is this a known issue and is there a fix for it? Regards Stuart
Remove a contact from a category / Move category
2 Problems. 1) In my email contacts I have a number of categories. The categories were automatically placed under the "Personal" folder, but I need to move them all to their own category without being a subfolder. How do I move them? 2) How do I remove a contact from a category without removing the contact altogether? When I am viewing a category, select a contact and click the trash can, it tries to remove the contact entirely.
Campaigns and CRM
I am struggling with using campaigns. Leads enter our CRM through a ZAP from our website. The Leads are tagged and a Lead Source assigned. I want to add that Lead to a campaign that will consist of a series of emails. How can I make this happen.
Multiple suggestions...
This comment is to suggest some things that would make Notebook a great replacement for Google Keep for me. You've got most of what I need, and the app looks great on my phone. Now... 1) Ability to share a note for joint editing...the household grocery list between me and my wife is my #1 reason for this and probably the most important thing I use Keep for because me love food. 2) TAGS. 3) Minor nit to pick but...ability to manually organize notebooks on the web page. 4) The much-desired desktop
Lookup Column based on ID and not name
I have imported my Acccess Database into Analytics. The tables are connected using Lookup Column which is linked to the ID. e.g. I have a table called 'Inspector' and 'Company'. The lookup column in 'Inspector' looksup the Company ID. However that is a number and is meaningless unless I know the name. Is there a way to lookup the ID, but display the name, like we can do in Access. The difficulty is that to update the 'Inspector' table, I need to find the Company ID first from 'Company' to enter
Templates not showing up when sending emails
Templates not showing up when trying to send emails. Thanks Select Template All TemplatesFavoritesAssociated TemplatesCreated by meShared with meAll Templates No email templates in this folder Customer Follow up Tasks Phokus Wound SIM Products Steven Friedlander Feb 20
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