Help page information about creating subform-mainform relation is out of date
https://www.zoho.com/creator/help/forms/creating-subforms.html#Creating_relationship_between_mainform_and_subform The second bullet under this section does mention some actions which don't seem to be related to C5 but to C4. Select the SubForm report from the Reports tab, click on "Column Properties" and select the lookup field created above and click on "Link " button, to create a link to the MainForm data. I've did use the "Configure Fields for Web" window belonging to the related report and have
automation of email
I created an automation of email through the contacts of zoho CRM, but the emails are not being sent. How do I find the problem?
Link Expired
We're working with a school district who's employees are able to login when the use the app, but get "Expired Link" messages when they try to login to the website. They enter they email addresses, get the link almost immediately in their inboxes, then take the "Sign In To Event" link and it immediately says it's expired. Please help! Thank you! This is a link from one of the people attempting it: https://tigerteachernation.zohobackstage.com/public/digest/2f2778555f2b6845e7cb749c034e33c6a426dc335dfe66190e1f28bae788573d9f8e52fd83d4ee2445507960fb1dccb741ab569a4097a6991ca7f6f51c05d004
ZB Code needed after domain verified!!!!
Hi, I need my zb code to setup my mx records with shopify. Could you please send me my zb code? It's urgent. Thanks.
Mail API / How to retrieve ALL emails (sent or received) in the last day?
How can you use the API to retrieve all emails -- sent or received-- in the last day? Something like: https://mail.zoho.com/api/accounts/XXXXXXXXXX/messages/search?searchKey=fromdate:1503752184&start=1&limit=200 I
ZOHO Mail Appimage Will Not Launch From The Desktop
till a couple of hours ago i have been using zoho mail without issue in mint. downloaded the appimage, rightclicked, properties, permissions, check all 3 boxes for make executable, rightclicked on desktop, create new laquncher here, made launcher and it worked fine. now for some reason it simply will not run when clicked on the desktop. zoho ryns fine from the panel, but if i delete the desktop launcher and send it from the panel to the desktop it still doesn't work on the desktop. i even when into
Remove obsolete fields
I have a Creator app in production. I am using Sandbox to make modifications. There are a number of fields which I have identified as obsolete (which do not contain data in production). I would like to remove them from a form but I get a message saying that the fields cannot be deleted while in Sandbox. How do I go about deleting fields which are no longer necessary? I can hide them so that only Admins see them but that is very messy. There must be a better way. Thanks.
Impossible to add my colleague to Zoho Campaign
Hi, our company have Zoho One and I'm trying to add a colleague to my company's Zoho Campaign but I have this message "User Marion Ventura is already present in another Campaigns account." I need to remove her from this "another Campaigns account", I don't know what it is and I cannot do it myself. Can you do it ? Thanks in advance,
Cannot generate API credentials
Hello, I am trying to register my first application within my zoho account to access the api of the crm, but I am having a hard time doing so. This is what I did: Visiting https://accounts.zoho.eu/developerconsole Logging in Clicking "Add Client ID" Filling in all requested information (Client-Name, Client-Domain, Callback URL, Type: WEB Based) Clicking on "Create" button I see an error message within the formular right above the "Create" button just saying "Error" I used the following information:
How to add related record to Contact (contact within a contact?)
I am just playing around with CRM. We are using it for social services and I turned the contacts Module into Clients. Many of the clients have the same case managers but there is a high turnover so I would like a way to have XYZ Mental Health Agency with John Doe as the case manager. If he leaves and Mary Smith replaces him I want it to update all the clients records automatically. I am wondering if I should use Accounts to keep track of agencies and their employees who service our clients. Thanks
Color Codes
Currently the color codes associated with Candidates are very dull and dim. Can't even figure out anything using those color codes. 1) The color codes a little larges and shaded types. It should be bold and highlighted otherwise the whole purpose of having color codes is defeated 2) Your resume auto matching algos poor. I have had several instances where the Algos rated a candidate less than 20% but they were shortlisted by clients. I personally view all the resumes irrespective of the scores. Many
Marking task complete in CRM App
Hello, What is the correct method to mark a task as complete in the CRM APP? When I touch\click on the small box in the top left corner next to a task the box does not change to indicate it has been ticked off, screen just flickers. If I check on the task afterwards, the task is marked as complete however as mentioned no indication is given once the box is clicked that it has been marked as complete... Thanks.
Zoho Desk Multibranding situation
Hello, We have a situation for which I'd like to know if the setup might present issues. Here is what is happening: We developed a white labeled version of our software for a partner. As a part of the deal, we were to also add a help center for them to support the product. I used the multi-branding feature in Zoho Desk to create a separate Help Center (unique users for each) using a second department. Our organization uses CRM Plus. Their organization uses various Zoho applications
Unable to Direct Publish to Instagram
I have an Instagram account set up and authenticated on both Instagram and Facebook side, but when I enter a post the buttons to Post Now or Schedule are greyed out ... Also the link to bulk schedule is no longer available. Any ideas on how to post to Instagram? Thanks in advance
Zoho Partner Job Posting
Is there a forum for posting a job offer for a Zoho Partner to handle some Zoho customizations (API PHP programmer)? I would rather not have to email partners one at a time, but want to reach them all at once to request a response.
Pro Rata Calculation
Hello, - Assuming that I have created a monthly, never expires plan (Auto renews until cancelled), - Assuming that I have set the Invoice Billing Date as the 1st of every month, - Assuming that the subscription can be created at any day of the month. I would like to know how the invoice amount will be calculated? I am assuming that for a monthly plan the number of days considered is 30. For example : 1. If a customer subscribes for the plan on the 21st of a month and there are 30 days in that month,
Develop Your Email Marketing Strategies Using the SendinBlue Extension
Email marketing is one of the most widely used means to reach out to, and retain customers. Email campaigns help to strategically connect with your audience to promote your brand and improve sales. Email marketing offers many different ways to connect
Mails - Leads
Hi, I would like to see the mail story of Lead in CRM+ of Anna Lankauf with Peter Marriott https://crmplus.zoho.com/callstack/index.do#crm/org667474707/tab/Leads/3228000000001339070 What should configurate? I do not see mails below:
Urgent Report Inquiry - Removing Duplicates
Hello Team, I need your urgent support please to create a proper report. I am trying to get a report on all the actioned opportunities(=Deals) on a weekly basis. The fields to be displayed are Opportunity owner, stage and opportunity name in 3 consecutive columns. By actioned, I mean anything that has some activity, or notes or emails sent by the opportunity owner only. So I went to summary report, chose the main module as opportunities, and the other modules as notes, email and activities. Then
Checkbox values
When I am creating a report that uses the value of a checkbox, what are the values I can use in the criteria? is it true/false 0/1 Y/N ? Regards David David Bosomworth
Copying all fields from contacts to accounts
Hi there, I would like to know how to copy all fields I have created in leads and contacts easily into accounts, so that when a lead is converted to a contact and account all the original information is still there. Many thanks, Alasdair
Data organization & setup
I am a single member bookkeeping business and I provide customized services to small business. I am currently using Zoho books and I'm interested in using projects and/or crm to track client information, meetings, notes & time spent on tasks. I can't figure out the best way to set up the milestones/projects/tasks. For example should I set up projects as Weekly Bookkeeping and the milestones as the year "2019"? Should the tasks be Weekly Bookkeeping & the project be the client? I want to avoid setting
Zoho Docs - synching not deleting files across devices
Zoho Docs is installed on my main desktop and on my laptop and set up to sync all folders. When I delete a file on the desktop it is not deleting on the laptop. Other things seem to work fine, for example when I add files to the desktop they are being added to the laptop so that works. Also, the deletions are working as expected to the other users that I have shared with. Its only an issue that happens between my own desktop and my own laptop, which caused problems because the laptop goes out of
Exclude Weekends
I have created some first response reports for the last 30 days. My Helpdesk is only open 07:30 - 17:30 Monday to Friday but people will log requests out with this time. I need the report to reflect only the times the Helpdesk is actually open. The report is skewed because it is counting 24x7 and not just open times.
sender verification for forwarded email
I'm getting sender verification failed when forwarding email. The DKIM and SPF is set for the zohohosteddomain.com Any idea? Bounceback Log The following message could not be forwarded to emaildispatcher6@domainx.com for cs@zohohosteddomain.com Technical details of the failure: Verification failed for <cs+uml_=emaildispatcher6=domainx.com@zohohosteddomain.com> Unrouteable address Sender verify failed Exim Log 2019-01-30 09:32:04 H=sender-op-f32.zoho.com [135.84.80.207]
Sharing Templates - template repository
Many Zoho-apps in the Zoho-One bundle offer the option to create templates. Creating templates is a lot of work and (depending on the application) not always simple. Often I have wondered why there is no collection of ready-to-go templates available (provided by Zoho and/or users). A template repository could be a great starting point, source of inspiration, or way to save time. Unless there is already a collection of templates (I have not found it!) I therefore propose the creation of a repository
please help setting up specific customer / account structure
Hi, I have read a few articles/threads on this but not quite sure how to enable our account/customer structure. I would appreciate any guidance. We have a software-as-a-service whereby: 1. Individuals create accounts that are free 2. Individuals can add 'subscriptions' to host projects on our platform. Subscriptions are either: Under the individuals name; or 1 or more organisations So, we have an individual as an 'account' that has multiple 'subscriptions', which includes 'owning' multiple organisations.
Set Custom Function to Open "Detail View" of a record
This may be an easy solution, however, I am looking to create a custom function button that will directly access the "Detail View" of the same record I'm viewing in another report. I assume this will be some variation of an Open Url / ID script? i know how to create the function, just not the particular code needed to access the record detail view. Any help would be greatly appreciated.
Blank page shows for Help Centre Customisation
I’m getting a blank page for Help Centre Custmization ie the builder won’t load. Anyone else having this issue or know how to fix it?
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I am getting the above error. Unable to delete any messages nor able to remove attachments so that the mail box size is within limit. Please help.
Zoho Creator File Upload API
Hello Zoho community! I'm having trouble with uploading a file into a zoho record. I've checked this post out https://help.zoho.com/portal/community/topic/upload-image-file-via-creator-api-from-ios-app but it seems like I'm doing everything correctly. He uses Apple's NSData of the image, but I'm using Base64. I'm getting back a success response too. <response> <result> <form name="Sign_Up"> <fileupdate> <values> <field name="Photo_ID">
Incoming and outgoing mail is blocked
Please unlock the email account: geral@detalheatelier.pt Incoming and outgoing mail is blocked Thanks
Mobile Version not able to be edited in new UI
There is no option to edit the mobile version of the site in the new UI. I assume it's a new UI because all of the training and help resources show a version of Zoho Sites that no longer exists. There is a tremendous amount of very basic functionality missing from Zoho Sites, and it leads to the creation process being very limiting and frustrating.
Syncing Google Calendar and Zoho Calendar
I have THREE questions regarding this sync. I have the sync set up and it is working between my Zoho Calendar and Google Calendar. 1. Every event in my google calendar shows up twice in the zoho calendar. How do I get it to show up just once. i can't figure out why it comes in twice, in two different colors.... 2. I use Zoho Mail and when I receive a calendar invite for an event, I click YES and it puts the event in my zoho calendar but does not put it in my google calendar. How do I get it there?
Unable to receive email to my Zoho inbox
Hi All, I am unable to receive any email to my inbox so far from any email addresses (I've tried hotmail and gmail). I've pointed my MX, SPF, and DKIM records towards my domain in my DNS provider. However, all of them still show the warning sign (i.e. saying incorrect MX records, etc.). I suspect this problem arise due to my domain being registered with its www (e.g. www.example.com) instead of its bare domain name (e.g. example.com), which is the one recognised by Zoho. I did a MX Lookup with mxtoolbox.com,
Contacts duplicated from CRM and Projects
Dear team, I have Zoho CRM integrated with Zoho Books. I also have Zoho CRM integrated with Zoho Projects. I added the Zoho Books integration with Zoho Projects. When I create an invoice for a customer A within Zoho Projects, in result I have a duplication of contacts in Zoho Books: 1 contact coming from Zoho CRM 1 contact coming from Zoho Projects In fact, this customer is exactly the same! You should be able to have in the background a reference number for this contact which is going to be used
This is an automatically generated Delivery Status Notification. Delivery to the following recipients failed.
My professional email is sending messages but not receiving from personal emails. I already configured the MX but the problem persists. How to proceed?
Account not verified - one digit missing from recovery number
Hi, we setup an e-mail and try to verify it. The number that we are trying to send the verification message to doesn't receive the text. The e-mial is not available in the accounts listed as joe@ourdomain. However we used this account whne we initially set up zoho.
Get nested drop down
Hi, I have a requirement where i have 2 dropdowns. One is Area Second(which will have 3 options say option1, option2 and option3) and second one is Sub Area(which will have options like option 11, option 12, option 21, option 31, option 32, option 33). When i select e.g, option 1 from Area.. it should display sub area options from Sub Area dropdown only related to it i.e, option 11 and option 12. Similarly if i choose option 2/3 same action should occur. I referred to some forums. But still stuck
Webflow Integration
Hi Zoho Team, It would be great to have a Webflow Integration: https://webflow.com/ in the future. Best Regards Marcus
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