Is it possible to search the custom filter list or use a dropdown box to select an item from the list?
We are going to add at least 30-40 items into our custom filter list and it would be really very helpful to the end user to be able to search inside the list and also be able to select an item based on the partially entered search string results. As a second solution the user could also select their list from a dropdown list of the filter items. Are these type of custom filter options possible to perform on Creator?
Idea: Ability Add related "Account Name" to a Contact business card (for phone bridge)
I use zoho phone bridge and having the screen pops when a contact calls is great. I can customize the screen pop via the contact business card HOWEVER I'm unable to select the related Account Name which means I basically don't know what account is calling. I have to click on the screen pop and then click on the account to see relevant information. See attached image.
Central Device Management
Does Zoho One have a central device management app \ feature where you can manage devices given to employees like phones, tablets & laptops to lock device, wipe device, prevent non authorised apps from being installed, etc...
Can't access Zoho mail
Good Day We are trying to use our zoho mail but we've been kicked out. We cannot access it via outlook or on zoho.com directly Oops. We are unable to process your request. For any support or queries, kindly contact support@zohomail.com
Email forwarding
Hi guys, i want to forward my mails to Zoho Desk but they never show in the help center. I contacted my mail-server company an they tell me in their logs they can see, that mails from their server was sent. But they never show up in Zoho Desk. Everything i did was according to the manuals of Zoho Desk. Any ideas?
Insert record with a different Owner
I am trying to add Calls to the CRM using the API 2.0 and PHP I am retrieving call CDR records from our phone system, and I want to insert them into the Calls module, but with the 'Owner' being the relevent user. I have tried the following: $user = ZCRMOrganization::getInstance()->getUser($userId); //Confirm we have the user object print_r($user); //Create empty call instance $callInstance = ZCRMRecord::getInstance("Calls",null); //Other code in here //Set the owner $callInstance->setOwner($user);
Can't send email form server via SMTP and can't connect from gmail
Hi! I’m trying to send email via SMTP from google and my server. For this moment gmail says that Functionality not enabled. https://take.ms/6QFd4 When I'm trying to send email using SwiftMailer via SMTP I get the fatal error from PHP [13-Feb-2019 12:13:24 Europe/Kiev] PHP Fatal error: Uncaught Symfony\Component\Debug\Exception\ContextErrorException: Warning: fwrite(): SSL: Broken pipe in vendor/swiftmailer/swiftmailer/lib/classes/Swift/Transport/StreamBuffer.php:240 Configurations https://take.ms/KglhT
There is no way to edit the user information in the help center
I've tried to edit the names of some active users on the help center but I couldn't find a way to perform this task. The "users" section of the help center has editing capabilities for user accounts but it does directly link to the contact record on the contacts module when you press on the user name in the help center user editing screen. Editing the contact name on the contact module doesn't affect anything for the user record of the help center user record.
CRM API V2.0 Java SDK - Unable to Search a Record After Creating it.
We have a situation where we have created a new record in Accounts Module. In the same Java app if we try to search for it using the name criteria the API returns nothing. We go to the CRM and we see this new Accounts record. Following is the code snippet: ZCRMRecord neworg = new ZCRMRecord("Accounts"); neworg.setFieldValue("Account_Name", "New Account"); orgresp = neworg.create(); The above code is successful. After some lines of code we try to search for the "New Account" record: searchCriteria
Tip of the week 29 - Improving open rates: 3 basic factors
The most important factors to consider while reviewing your past email campaigns are spam rates, email open rates and unsubscribe rates. This will tell you the engagement of your email campaigns. Here are few steps to improve your open rates. Note: We have a few tips on reducing spam rates too! 1) The list - Keep it fresh. Not only a paid list, but also failing to clean your existing list once in a while affects open rates. It is important to remove inactive subscribers periodically (i.e., 6
Upload Tool for MS ACCESS - URGENT
Hi There. I'm facing some troubles to configure the upload tool to import a MS Access table from my PC to Zoho. Here is the error: 2019/02/14 20:27:53 ART: OS : Windows 8.1 6.3 x86 2019/02/14 20:27:53 ART: JVM Version : 1.8.0_51 2019/02/14 20:27:53 ART:System Properties os.arch :: x86 java.version :: 1.8.0_51 TESTRUN :: false CONN_PARAMS_FILE :: conf\database_connection_params.conf user.dir :: C:\Users\jy8694\Desktop\ZohoAnalytics\UploadTool os.name :: Windows 8.1 os.version :: 6.3 CONFFILE :: conf\common_params.conf
Chat is not working
Hi support , tried using the chat for internal purpose , but not quite why i don't see any agents online even though they are online . Snap shown below. Thanks in advance .
Convert Custom Module to Deals Module automatically or through Button
Hi, We have a custom module called "Days" where we receive inquiries from potential clients through our website. We need these inquiries to automatically be added into the Deals Module (we are not using the leads module), or we need to be able to create a button that we can use in our Custom Module (days) that will convert all of the information into the Deals Module. I have tried a few times but it doesn't seem to be working. I would appreciate any step-by-step help as I am not experienced in
Notifications in App & Web for Events & Tasks
Hello, I don't receive any notifications in the App or Web for Events & Tasks? Does this need to be setup - the call notifications work, I receive a popup in the web browser and notification in the App that remains until I either remove or action the call in the App. I also noticed that events don't show up in the open activities list on the homepage dashboard or next to the lead with a little green or red flag like tasks. Thanks,
DKIM
"We are unable to get TXT record for DKIM right now. If you have added the TXT record just now, please wait for 30-45 mins for the changes to propagate and try again" I have already added TXT record on my GoDaddy account. Please help
How to generate report per month with an start and end date only?
Hello, i have a problem on understanding the best way to achieve something that i think could be simple: My students have an enrollment start and end date that can span up to six years. I want to show one year the months and the number of students on each month. I can't use the start date only because it will show count the student only in one month, same with the end date. I want to generate a chart like the one that follows. Now, this chart is working but in a horrible way. Once a record is made
Delete Unsynced File in Windows
Hello, I created a folder in WD that will only be used online. I then unsynced it from all of the computers connected to the WD. The problem is, even though it is unsynced, Windows will not allow me to delete this empty folder from any of the computers. I've attached the error messages. I'm deleting it with administrative privileges. Thanks.
The default recipient is wrongly the sender when reply Magento order confirmation email.
Hello, Our system is Magento version 2. When we reply an order confirmation email to contact the buyer, the default recipient in zoho mail is wrongly our own email address, which is supposed to be the buyer's email address. Every time, we have to manually change the recipient. It is really inconvenient. But when you reply an email from Contact Us form, the default recipient is correctly the visitor's email address. This issue does not exist in Gmail. Anyone know how to configure it? ----------------------------
"Outgoing disabled" for one of my user accounts.
Hello Zoho! A user under my domain [phillip(at)abboteng(dot)com(dot)ng] tried to send an email to several of our clients and his account got the " Outgoing enabled" option disabled. I, as the administrator, tried to enable outgoings but I got an error stating that I have to be a paid user to do so. The user also got an email stating that his user was blocked with "Reason :Mail Recipient count exceeds limit [Recipients=68]". How do I enable this user to send mails again? How long do I have to wait
Undelivered Mail Returned to Sender
Dear Zoho, I am receving the following message on outgoing emails. xxx@xxx INVALID_ADDRESS, ERROR_CODE :554, ERROR_CODE :Refused. Your IP address is listed in the RBL at dnsbl.sorbs.net Can you please help me. Thank You.
The force is strong with this integration.
You read that title right. You can now integrate Zoho Desk with Salesforce, and pull in a whole lot of customer context to boost your customer service efforts. This helps bring your sales and customer support teams closer together, without having to wait around for updates, or even switch applications! The integration, authenticated with OAuth, allows for one-way or two-way sync of customer data. Customer information gets pulled in from Salesforce, and can be updated either in bulk or periodically
Not receiving emails after updating MX records
Hello, I am sending emails to this account but still not receiving any after updating my MX records. Do the updates usually take time or work right away? Please let me know how I can get this resolved. Thanks!
Have Comments add the title of the transition
When we use 'Comments' in the blueprint, and someone enters a comment into it while working on a ticket, only the information in the comment is added to the ticket. So, if the transition title is something like, "how many widgets do they have" and they answer 4, only the number 4 shows up instead of "4 widgets" or the title of the transition along with the comment answer. Is there a way to have either the transition title, or a template added to the comments section, so the ticket has more information?
Zoho updates
One of our users in the field starting getting the following error this morning: XML document structures must start and end with the same entity. Screenshot of his error attached. Nothing has changed with our app. The users use the app to pull up existing records and update with inspection data. The fill in a few fields and upload pictures as needed. Other users are having no issues. I've had this user reinstall the app, etc. He's on a recent iPhone. I've submitted a request to support early
Blueprint Update Thread
I'm asking what I think is a stupid question, so bear with me. We're working with blueprints and our desire is to have a system in which, as we transition through the blueprint, it adds canned messages to the thread. For example, we would want the ticket owner to add a number in the response field of the blueprint. Then when the transition takes place, it posts a template message to the thread using that number as a wildcard so that the message is slightly different each time the blueprint is
Invites from Zoho Calendar sent from wrong address
Hello! I signed up for Zoho Mail using a Gmail address (the one I now use to login to Zoho), and then I connected Zoho with a custom domain that I own. Mail is setup correctly so I can receive mail at an email address using that custom domain, and when I send email it appears as if it's coming from the custom domain. However, when I go to Zoho Calendar and create an invite, it gets sent with a source email address of the Gmail address I used to sign up for Zoho (i.e. the participants see the meeting
Unexpected Server Error
Hi, I've had emails up until 2 hours ago and now I have a message to sign in - doesn't work. Loggin on to zoho mail it says unexpected server error. I have a different zoho account which is working fine. Please help as this is my business email. Thanks
Problema ao acessar a-mail
A seguinte mensagem está aparecendo ao acessar o e-mail: Unexpected Server Error Sorry! Due to an unknown error that occurred in our server, the page cannot be opened now. Please try again later. Alguem mais com esse problema?
Creating Panel dynamically on a Page
Hello, i am fairly new to Zoho and as a POC i was wondering if there is a way to add a panel dynamically on a Page. For example like in "Cliq", message types at the bottom creates an entry right above it without a page refresh. I can imagine this being a function that has the custom ZML snippet formatted. Function can get input parameters as the data that has to go in the panel. when called, function could add the panel on page. Not sure if it is possible ? if not, any other way (hack) to acheive
The Contacts and Accounts modules don't display the record counts on the starred views
When you switch to the starred views on the tickets module then you can also see the count of tickets in each of the starred views whereas the contacts and accounts modules don't have this feature. I think that this is a bug because the feature to display the count of records on starred views seems to be in place on the ticket module.
Unable to recieve mail from a specific ip
I am sending a mail through php to mail created by zoho mail from my website, unfortunately the mail is not recieved. The mail delivery track of my hosting provider states that the maii is sent to sales@mizzlecodes.com but it is delivered to mizzlecodes@mizzlecodes.com but such mail id does not exist and i have not used any redirection.
How can I remove CRM specifically?
I tried Zoho CRM but decided I don't want to use it. How do I remove it/deactivate it without closing my entire account? Just CRM and other apps I've tried that I no longer want to use?
Tip 16: How to mask customer data to ensure privacy.
Hi folks, As users, we often hesitate to share our contact numbers or email addresses, as we don't want to be bombarded by newsletters, promotional messages, or sales calls. In this tip, we'll talk about how you can mask data entered in Zoho Creator applications with just a few clicks! What is data masking? Data masking, in simple terms, is a process used by businesses to hide or replace real data with random characters. Names, addresses, phone numbers, and credit card details are examples of data
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Set default font size for rich text
Is there a way to set the default font size for the rich text field? I would like to set it to 14 instead of 10, but still allow people to change it if they choose. The real reason I want to change this is because the text is being used in a record template to save a PDF of the record. When saving the PDF, I've noticed that the rich text fields are coming up with small font. Hopefully changing the font size for the rich text field to 14 will keep it 14 when it gets plugged into the PDF. If there
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more.
i can't send email
Deluge Count Total Records
Hi All, Just wanted to share some code I created this morning that counts the total # of records in any module using Zoho Connections and API V2. All you have to do is create a connection to your CRM by clicking on the settings tab then click on "Connections" under Developer Space. Create your Zoho OAuth connection and copy your InvokeUrl code. Hopefully Zoho can implement something better but for now this works for me and you can expand on it. max = collection("1","2","3","4","5","6"); page = 0;
Webhook for zoho subscription custom field update
Hi, Does Zoho Subscription provide webhook for subscription field update? There is a custom field in my subscriptions and I need to trigger webhook whenever the field's value changes. I've tried existing webhook 'When subscription is upgraded' and it's not working for custom fields. Could you suggest any solution? Thanks. Anton
WordPress - Contact Form 7 - Emails not being received
Hi, My website is made on WordPress and I use the CF7 plugin to create the contact form on the contact page. Whenever someone sends an inquiry the form submits successfully but I do not receive any emails on my ids (principal@footprintmontessori.in and info@footprintmontessori.in(> Any other id's that are in the to field receive the emails. I tried using the SMTP plugins (Easy WP SMTP and WP Mail SMTP) but both throw Authentication errors. Is there any setting that i am missing? Hosting : Godaddy
How do I link fields from different sections?
I understand that some sections are related to each other and you can link between fields without any problems. However, some sections are not related. For instance, if I have a company address field in the customers section, I can't transfer this field to invoices section since an invoice has already contain a different field for that. You can't map those two whatsoever. I am sure there is a solution for this but I can't seem to find it. So can someone please assist me ?
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