Focus Group: Migrating from Zoho CRM API Version 1 to Version 2
We're in the deprecation phase of API Version 1. As we announced since the beginning of the year, API Version 2.0 is available and Version 1 will be deprecated on the 31st of December. The reason for the transition is simply that we've come up with a better version of our APIs that trumps existing features. Here are a few reasons why API V2 is advantageous: 1. Increase in the daily limits of API calls (up to 1,000,000 calls) 2. Multi DC support 3. Adherence to REST standards 4. Easy JSON parsing
Zoho mail servers
Hi I have configured one email address (custom domain),in Zoho, so I can run my own email from my host Digital Ocean, Which only provide droplets as VMs, so didnt want to create my own mail server Now I am forwarding all mail to the two of us who run our business, these go to our personal gmail accounts In gmail you can configure a "send from" email address and after verification it works great. We currently use our old hosting companies mail servers for this but we will be turning this host off
How to get response customer id and other things
We are using hosted payment page via iframe on our portal just question is simple once user pay for plan so it redirects on thank you page of our portal so how we can get response there is just one parameter is coming hostedpage_id we want get full response so we update data in our customer table like zoho customer id plan active etc and much more
How do I record a cash purchase from my vendor and track the inventory
Hi there, I am a complete beginner and have no experience in accounting. Just trying to learn things as I go. I buy my stocks on cash basis only and I've never had an inventory system. What I'm trying to do now, is to find a way to record stock purchases that I make which happen to be on cash terms. I don't send out a PO to my vendor as I buy directly from their store and as such, I'm not sure that raising a PO to record my inventory would be the way go. There's also the Bill option which I'm considering
ERROR: "This Operation has been restricted. Please contact support-as@zohocorp.com for further details".
I have the same problem. I try to verify the domain, everything is ok, the TXT and CNAME records are perfects but when I click on "verify now" this messege apears: "This Operation has been restricted. Please contact support-as@zohocorp.com for further details". I dont know that to do!! help me!! My Domain: nhom3mis.cf
Client Portal - For Training Business
Hi Zoho, I am looking for a solution where my clients (individual) able to log int to view what training courses they had attended with my company. Currently, I use CRM and listed each of my class as PRODUCTS. I tried using the CRM client portal. Thinking showing the PRODUCTS will able to allow my clients to see those PRODUCTS that they had signed up. However, it display entire list of the PRODUCTS rather than those PRODUCTS that I had associated to the client contact record.
Brand Add On
Hi, I have bought the brand add on but i can't add the brand. please advise.
ERRO: Esta operação foi restrita. Entre em contato com support-as@zohocorp.com para mais detalhes
Estou tentando adicionar meu domínio "apgrupo.com.br" no servidor de e-mail e é apresentado este erro: "Esta operação foi restrita. Entre em contato com support-as@zohocorp.com para mais detalhes" Como resolver?
Is there a way to customize the view of Products that pops up when you add Products to a Potential or Account?
Currently, this popup, attached to account or potential records just shows the name of the product, the description and the unit price. Is there any way to customize the data in this popup? I would like to show my own custom fields.
Is it possible to disable reset button?
I don't want my users to accident hit the reset button (on a mobile phone that can be easy to do) and then have an incorrect submission. How can I effectively disable the reset button on all forms in my application? I deleted the mention of the reset button in my form definition, but that didn't make the button or it's function disappear from my form (I hope I didn't damage the form).
Template for Ticket Answer set as default?
Hi there. we create our own Template with Header and Placeholders. Is it possible to setup a template as default, when we answer on a ticket? everytime when we answer on a ticket, we need to open first the templates and choose the right one and then we can type. because when we type directly its sending the answer without template of course and only blank text. Only the public comment works with blank text - then the template for the public comment works (if notification is active for the contact).
Zoho CRM Developer Training in Chennai
Hi Developers/Software Programmers, Here is a great opportunity for the Developer Community to learn the programming elements of Zoho CRM. We have planned to organise a 4 day full-fledged classroom training in Zoho's Chennai office from 18,Dec 2018 - 21,Dec 2018. This intensive training will enable the developers to build additional functionality in Zoho CRM. The training and delivery includes conceptual presentations, technical demonstrations, Hands- on practice exercises, use case scenarios, Q&A
Waiting for customer consent to transfer files
Trying to send file to customer computer that is set up for Unattended Access. Message " Waiting for customer consent to transfer files" appears. What did I do wrong with the setup?
Send multiple attachments by selecting checkboxes
Hey all, We send test reports to our clients on a one by one basis using a custom sendmail function. Sometimes, the client asks for 10 + reports to be re-sent to them as they have lost them and we have to click send 10 + times. Ideally, it would be far better to select multiple by using the checkbox and having a custom function in the header to send. Am I right in saying that each would still be sent as singles? Is this possible? Any advice on this would be greatly appreciated.
Cannot add ZOHO Account to outlook
I cannot add my zoho account to outlook? I followed all the instruction on the site,It just doesn't work....
Zoho account not get configure
Dear Sir, i am unable to log setup outlook for my zoho mail account. I am using these settings poppro.zoho.com port 995 SSL smtp.zoho.com port 587(tls)/465(ssl) username/password works on mail.zoho.com but not with POP access. Can you help?
EMAIL
I have set up a email notification to be triggered on one of the conditions being fulfilled in a form; This is being done on edit option. This is working fine; but if for some reason if we happen to edit some thing else in the form and update ; it again generates the same email as the condition that triggered the email is stiil true; Can I stop the email being sent again;
Count seconds between 2 Date Time fields
Hi, We have always worked out the time between 2 x date time fields and output them as 'Hours and Minutes' as below: string CalculateDuration(Date Start, Date End) { Duration = (((End - Start)) / (1000 * 3600)).toLong() + " Hour " + (((((End - Start)) / (1000 * 3600)).toDecimal() - (((End - Start)) / (1000 * 3600)).toLong()) * 60).toLong() + " Min"; return Duration; } The need has now arisen to calculate the Minutes and Seconds. I have tried many equations to no joy. How would I do this please? Regards
Archivos
No existe el asunto deseo saber porque el programa ZOHO Writer no tiene carpetas para archivar, diseño para cuadrar foto y edición, manejarlo como Power Point.
Select fields to copy
There may be similar fields in a form. Instead of having to retype each field, it would be helpful to be able to select fields to copy and then rename the new fields.
Field no more required
I had created a field when I initailly created the form and now I realise that I do not need that field; There are several records which have that field but we do not visualise using it any more. How can I delete it or inactivate it
Proper case with one small modification I'm trying to find a workaround for
I'm trying to clean up my customer database and prevent new entries to be all caps or weird random capitalization (sometimes employees can do that when adding data). The built in proper() function works fine for the most part, except that when the string has a period in it, I want to make the next character to be capitalized. For example: JOSE VILCHES is converted correctly to Jose Vilches. But a company name like BRONDBY S.A. would be converted to Brondby S.a. instead of Brondby S.A. I would like
Forward all mail
how to forward all mail from zoho to other app as gmail, yahoo in one step
Organization spam control: whitelist vs. TLD blacklist
I am having a problem that I am sure is very typical: there is a lot of spam coming from a specific TLD, but there is also some legitimate correspondence with several domains under that same TLD. I was hoping that organization spam control options in the control panel would allow me to block the entire TLD, but whitelist the legitimate domains under that TLD. I did try it, and it does not work - whitelisted domains remain blocked anyway. Suggestion: rearrange the processing sequence so that a domain
snippet is crazy :(
Hi :) Snippet is populate the field, but always with name of ticket before... Example: First ticket response: customer: Jhon (Cases.first name): Jhon OK Second ticket response: customer: Mary Cases.first name: Jhon Wrong Third ticket response: customer: Carlos Cases.first name: Mary Wrong
Attention! You have reached the maximum warehouse limit for your organization.
HI, i m using Zoho, i want to create a new warehouse location, but software giving me message " Attention! You have reached the maximum warehouse limit for your organization." Can anybody guide me
Client Portal - Individual Membership and Not Corporate Membership
I have integrated my ZOHO CRM with ZOHO Subscriptions. I have membership for individual but not corporate. I would like to have the client portal to view only single individual membership subscription details only. For example. ABC Company has 2 contacts (Peter and John) associated to it in my ZOHO CRM. When I sync CRM and Subscriptions. This information is flow into Subscriptions which is very good. As we offer individual member, Peter will have his own membership details and John would have his
space between blocks - iphone
Hi, I have an issue, even by selecting banner in a picture property I still have space in between blocks for iphone users, when on others all pictures are touching. Can you advice me please Thank you very much
Add All Subscribers to Email List for Campaign
I synced by Subscriber list with my CRM, so anyone added as a Lead will automatically be added as a Subscriber. Until now, I have segmented that population into separate lists and only sent campaigns to those lists. However, now I want to send a Campaign to All Subscribers, but I can't figure out how to add all Subscribers (8100) to a single List (without adding 200 at a time) Ideas?
Automatically making my Zoho Campaigns hyperlinks blue & underlined
Am I missing something? Whenever I create a hyperlink in my Zoho Campaigns, I have to manually change the text to this color of blue. Isn't that just standard HTML to make all hyperlinks blue? The attached screenshot shows a link I had to manually set as blue – the "Zapier has a fascinating guide with a look at seemingly every email tool" isn't automatically turning blue.
If I add a subscriber back to a Smart List to trigger an autoresponder will they start receiving emails from the beginning again?
Hello, I have an Autoresponder email drip with 15 emails in it as part of our software trial. Subscribers are added to a Smart List once criteria is met. I have enabled the smart list because I want them to automatically fall out of the autoresponder drip when we're engaged towards a sale or a change has been made to their CRM record that doesn't meet the criteria for the list. All was working great until I added criteria to the list prior to the next sync where their CRM updates would have been
Account is Blocked
Hello my account is blocked I need urgent assistance please. I have no reason why my e-mail is blocked. I am attempting to access my e-mail from Tunisia. because of government restrictions I am forced to use TOR to circumvent censorship. I don't know if that has any reason to do with it but if so I request you please remove my block. Thank you.
Some email arriving in spam
Around half of the time, messages sent from programs@ get sorted in recipients spam folders. The domain is not on any blacklists. Any idea why this is? thanks
Suggestions for improvement
My Business has recently used Zoho Invoices to invoice all our customers. But as much as we love this platform there is little to no room for customizability. I would love to see some of these listed suggestions added to this platform to improve its efficiency. Invoice status Add the ability to input custom status. The only ones available are paid, Sent, Void, Write Off. I would love the ability to add custom ones as I please. Invoice Templates Improve the customizability of the current templates.
Understanding field level permissions
Can someone explain to me the difference between field level permission "visibility" and "Read Only" (image attached)? I have a user who can't edit a field even though her "Profile" allows editing and the field permission is checked for 'visibility and uncheched for "read only" for the form in question. Which is the correct choice for a field to be editable? The knowledge base articles do not explain this well. Thank you
Can't Send Email
Can't send email i get this error:
Bug Tracker fields
In bug tracker settings. I see fields in the list. I want to use the same fields from a previous project, but they do not show up on the new project I created. Is there any way to copy them to the new project? Do i Have to recreate them each time for new projects?
Unable to resolve MX records
Hi, i have followed all the steps to add an MX record into my named server. and i tried using mxtoolbox.com to check if the value returned by the toolbox is mx.zoho.com. mx2.zoho.com. and mx3.zoho.com. and it is.. however, my MX record in my admin panel is still showing incorrect mx record and i am unable to send any email to my email address. Could you advise on what to do?
To be packed
If we use the more advanced inventory features then we need to subscribe to inventory ... In the packages module there is no "To be packed" column,. I'm wondering if this would be beneficial for those of us that would like to give warehouse staff access to sales order items package details without them seeing any monetary data, only the items & quantities, clicking on a SO would only show them the packing details required to create this package, along with the ability to actually create this package.
hide field options "Status"
They can be configured as options of the field called "Status". That is to say that the profile "Agents", only show some options of all existing ones?
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