Project Templates Should Have More Capabilities
From within a project template I wold love to be able to: - specify one or more task templates to be included - set default task assignments/owners - choose default portal users individually or by role And the thing that would really bring all this together would be the ability to specify the project template when automatically creating a project from a closed won deal in CRM.
Specific address being sent to Spam
Our payroll is done by a program, and it emails out our paystubs. This email goes to everyone's spam. We are using Outlook 2016 on Windows 10. We have chosen Not Junk, and added the email to the safe senders list multiple times. Is there something I can do on a domain level to allow this email to be received in the Inbox?
Diference between two dates depending on which one is bigger
Hello, I'm Trying to create a formula field that calculates the diference in days between 2 dates, i have the closing date, the created time and the now() i want to do now()-created time if the now< closing date and closing date-created time other wise so far i have this formula If( Datecomp(${Opportunities.Closing Date},Now())>0, Datecomp(now(),${Opportunities.Created Time})/1440, Datecomp(${Opportunities.Closing Date},${Opportunities.Created Time})/1440 ) but it says "You used the wrong type of
Customer portal, one user enters data for another user, possible?
Hello, I created a customer portal with 2 user permissions, player and host. The player has a username and plays a game. The host will enter the username of the player and add a score. The host should be able to see all records of all players. I would like the player to be able to see only the data that the host entered that matches this player's username. Is that possible? Thank you
Printscreen paste
I wanna to put printscreen image from clipboard. Let's say I've made fast printscreen from my desktop by hotkey. Client application like outlook accept it but zoho mail can't Could you do any similar feature, I will accept special button for it when I wanna write mail.
Moving Records From One Module (Contacts) to Another (Potentials)
I want to move records from the Contact Module to the Potentials Module. I believe, based on what I've read in Forums, that the only way to do this is to create a report in Contacts, export it, and then import those records into Potentials. 1. If there is a better way? I'd love to do via an update of some kind. 2. I'm concerned about what will happen after an import of those records into Potentials. I obviously don't want to delete anything in Contacts until I'm sure that everything imported
new leads not coming through ZOHO CRM
Hi I have recently integrated the ZOHO CRM with one of my FB ads; Have also installed the mobile app and linked my ZOHO account into it. But somehow I am not receiving any new leads notifications which would otherwise allow me to contact my fresh leads almost instantly! Please help!!!
Google+ support in Zoho CRM will be discontinued
Hello everyone, Following the announcement from Google Developers that they will be sunsetting Google+, we plan to discontinue the Zoho CRM integration with Google+ for new users by January 28th. For the existing users, Google+ will no longer be available after February 28th. These are the areas in CRM that will be impacted by the Google+ shutdown: When associating social media accounts, you will no longer be able to add your company's Google+ account. Automatic Lead Generation from Google+ will end.
Filter records based on modified date with API v2
Hello! How do I filter records based on modified date criteria with API v2? With API V1 i use this URL Format: https://crm.zoho.com/crm/private/xml/Quotes/getRecords?newFormat=1&authtoken=xxxxxxx&scope=crmapi&lastModifiedTime=2018-03-27 00:00:00 Thanks in advance
How do I get connected user information for OAuth2 Zoho Projects?
Hi, I need to verify the role of the user connected (by OAuth2) to my third party app , but I don't which URL to poke to obtain that. I know I can get all users with : https://projects.zoho.com/restapi/portal/<redacted>/projects/<redacted>/users/ But what URL would give me ONLY the information of the connected user?
Can I create new credit card while creating a new subscription through API?
In new subscription creation API call, I can create a customer if needed. But what if I want to define card details too in that service request? Thanks in advance.
Are customer portals enabled in the trial enterprise version?
Hi am evaluating your CRM software and wanted to know if customer portals are enabled in the enterprise trial version - I can not find the setting under 'channels' thanks
Campaigns Community Meetups 2019 - India
Hi everyone, With 2019 setting in, Zoho Campaigns is back with its first round of Community meetups for this year. Location: India Cities: 5 (Chennai, Bengaluru, Mumbai, New Delhi, and Hyderabad) Agenda: 1. Introduction to Zoho Community 2. The Basics of Email Marketing: Creating effective campaigns Integration with Zoho CRM Content Personalization Best Practices 3. Drip Marketing 101: When and why to use drip campaigns Autoresponders and Workflows 4. A sneak-peek of Zoho MarketingHub: The
Custom Function Output as Merge Field in Email?
Hi! I've created a Custom Function that outputs a day of the week, like so: dat2 = addDay(today,2); Weekday = getDayOfWeek(dat2); WeekdayReal = if(Weekday == 1,'Monday',if(Weekday == 2,'Monday',if(Weekday == 3,'Tuesday',if(Weekday == 4,'Wednesday',if(Weekday == 5,'Thursday',if(Weekday == 6,'Friday',if(Weekday == 7,'Monday','No day'))))))); return WeekdayReal; As you can see, it returns a day of the week, and I want to have this day displayed in an email in the form of some search of merge field.
Exp function for formula fields
I'm running into a bit of a limitation with Zoho formula field functionality. I need to use the exp() function to calculate the value of one of the custom formula fields, but even though the zoho creator documentation lists it as an allowed function, it's nowhere to be found in the default numeric functions accessible for formula fields (see here: https://www.zoho.com/crm/help/customization/create-formula-fields.html#Create_Numeric_Formula_Field ) and the system gives me an error when i try to
How to get Account Owner from Accounts Module
Hi, In Contacts Module i added a custom field "AccOwner", I need a function to fill the field automatically when the "Account Name" is filled or changed. The following code cannot get the value of "Account Owner", criteria = "(Account Name:equals:" + acctName + ")"; account = zoho.crm.searchRecords("Accounts",criteria); owner = account.get("Account Owner"); mp = Map(); mp.put("AccOwner",owner); update = zoho.crm.update("Contacts",contId,mp); info mp; info update;
Password Reset Request
Hi, I changed my phone recently and can't remember my password. Trying to reset my password but the verification code is not arriving. What can I do? I need to do something about this fast! please help.
How To Create New email addresses to an existing account or domain?
Hello people, I have created just 1 email address related to the domain of my business, and since new people are on board I need to create some few more addresses for each one of the new employees, how and from which panel can I do that? Thanks in advance
Cannot edit estimates after being invoiced as of today. Needs to be changed back!
As of this morning Zoho Books does not allow us to edit estimates that have been invoiced. We need to be able to do this in our industry. We are a manufacturing business that requires us to constantly make changes to estimates after invoicing for our
Super Admin account password
Hello, I can not remember the Super Admin account password, can you help me, please?
Accrued Revenue
Hi, We are a service based digital production company and I wish to calculate the accrued revenue for each project. As per my definition for the business accrued revenue is the following: 1) I have a PO for a project that could take 6 months to deliver
Rejected email
We unable to send an email form our mobile , and we received message , please check attached file
SPF Error in Zoho Admin for Android
Hello, Currently I have correctly configured the DKIM and SPF. Attachment screenshot But this error is coming to the "Zoho Admin" (Android): "SPF entries in your domain DNS are not configured ....." Attachment screenshot Thank you
Issue with receiving emails
We are having issue receiving emails. One in particular is our domain registrar, they are unable to send email to our account & are saying the mails are unresolved. The have sent on the following from a mail they sent which we did not receive. ping mail.rathgarconsultancy.com PING business.zoho.com (8.39.54.59) 56(84) bytes of data. ^C --- business.zoho.com ping statistics --- 16 packets transmitted, 0 received, 100% packet loss, time 15337ms Can you please let us know what needs to be done to resolve
Day of Week formula not working
So I want to set up an e-mail template in which I invite someone to a call 2 days from now. So, let's say it's Monday today, I want to make the e-mail say 'Let's have a call on Wednesday'. To do this I've created a formula that has no syntax errors, called 'Day of Meeting', with formula return type set as string. However, it leaves a blank space in my emails. The formula: If(Weekday(Adddate(Now(),2,'DAY'))==1,'Monday',(If(Weekday(Adddate(Now(),2,'DAY'))==2,'Monday',(If(Weekday(Adddate(Now(),2,'DAY'))==3,'Tuesday',(If(Weekday(Adddate(Now(),2,'DAY'))==4,'Wednesday',(If(Weekday(Adddate(Now(),2,'DAY'))==5,'Thursday',(If(Weekday(Adddate(Now(),2,'DAY'))==6,'Friday',(If(Weekday(Adddate(Now(),2,'DAY'))==7,'Monday','No
Different Pipelines For Different Clients
Every client's process is different. Would be great if you could set-up different pipelines for different clients.
ERROR_CODE :550
Hi Having an issue where by I'm getting an email bounced back: (i've removed my clients email address. Elliot@.co.uk INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.0.0 <Elliot@>... User unknown Received:from mail.zoho.eu by mx.zoho.eu with SMTP id 1550168553699782.6071740003722; Thu, 14 Feb 2019 19:22:33 +0100 (CET) Message-ID:<168ed3ef8b1.1072cc3ca15247.1446349330281501732@add-av.co.uk> Date:Thu, 14 Feb 2019 18:22:33 +0000 From:Adam Cook <adamcook@add-av.co.uk> User-Agent:Zoho Mail
Merging Event information into Letter Templates
Hi There I set up events in the CRM when a customer books with us - I send and email to confirm the booking - the contact details merge in as I've got that from the available Fields - however, I have to type in the date and time and description of the event - Can I merge Event information into a letter template? And can the date of the event trigger automated emails?
Another Notebook update is here, and it’s a big one!
We are glad to inform you our new Notebook update. With this update, you can make use of the following features: TAGGING: Categorize notes by topic, category, project, or however else you see fit to stay organized. If you’re thinking of migrating from Evernote, our migration tool can now transfer all your notes and tags to Notebook. AI CAPABILITIES: Zia, the Zoho Intelligent Assistant, is now available in Notebook. Ask Zia in Notebook mobile app to help you save content to Notebook, search for notes,
Cant get Pop3 emails in outlook
Hi, since yesterday I cant get zoho email to work in pop3 / outlook. I have deleted all emails in my zoho account, redone the email setup but all I am getting is the 'enter network password' box flashing up every few seconds? I can access emails from my ipad so it is just a problem with Outlook, any suggestions?
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more.
i can't send email ,this show Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. help me ,chalard@privatelivesworld.com
Limpeza indevida de emails na Lixeira
Olá bom dia!!, fiz o mesmo procedimento, exclui vários e-mails por engano, conseguem recuperar para mim, dentre eles estavam vários importantes. Email da Luciana.
Can you enable ZIA in mi Desk portal
Our trial is: https://desk.zoho.com/support/berninisoftware
why do not you answer?
I see in the status that zohosupport OPENS my questions, but does not answer them !!!! why do not you answer?
Line2 Integration
Adding an integration with Line2 would be awesome so I could take calls directly in my CRM with Zoho. Line2 is an awesome product and I highly recommend it
Zoho Creator IOS 5.12 app broke our app
FYI. Any iPhone that we upgraded to Zoho Creator 5.12 over the last few days has stopped working with our app. We can see records in a report list as normal, but when we try to edit or create an new record - none of the fields are showing in the form. Is there a way to rollback to an earlier version? Googling that next.
Display Nested Subform values in Record Template
Hi, having a really hard time with this. In Parent form is a subform with most fields hidden, and a decision box. Clicking the decision box invokes OpenURL to display the full subform and allow the user to create/edit each row of the subform and interact with a nested subform within the subform. The issue I'm having, is displaying values from the nested subform in a record template. Any ideas for displaying subforms within subforms on a record template? Thanks! Levi
(Updated) Campaigns Community Meetups 2019 in United States
Hi everyone, Hope you all had a great start for the year! Zoho Campaigns is back with its first round of Community meetups for this 2019. Location: United States Cities: Mountain and Midwest: Dallas, Houston, Austin, Phoenix, Salt Lake City, Denver, Minneapolis, Chicago, Indianapolis, Cleveland, Novi - Detroit West Coast: Seattle, Portland, San Francisco, Pleasanton, San Jose, Los Angeles, Irvine, San Diego, Las Vegas East Coast: Miami, Fort Lauderdale, Tampa, Orlando, Atlanta, Charlotte, Raleigh,
Group Email issue
Dear , We have group email of tuvan@starmart.vn , we set it as public, but external email to it , is not delivered to any member or moderator of the group at all. Please help me to check any wrong config on my side . And is there anyway to do round robin for external emails to member , as new lead
Job list search not working
Hello team, I have try to Job Openings module to search key word wise like city wise and category wise to search job . i have use this api url "https://recruit.zoho.com/recruit/private/json/JobOpenings/getSearchRecords?authtoken=bb3d6bc6b2208b3c9a376723a1e65d8b&scope=recruitapi&version=2&newFormat=1&selectColumns=JobOpenings(City)&searchCondition=(City|contains|Mechelen)" to getting result this image bloew. It is not working. And i have check to help desk "https://help.zoho.com/portal/community/topic/zoho-crm-api-method-getsearchrecords-4-2-2012-1"
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