What's New in Zoho Inventory - October 2018
After a splendid month, we're back with more value-added features and usability improvements that will elevate your experience with Zoho Inventory. Let's check out what's new! 1) Viewing the Transaction History of a Batch Number How'd you like it if all transactions involving a particular batch are displayed in one place? Wouldn't that make it a lot easier to track the activities related to that batch? For instance, a particular batch of tools that were sold turned out to be faulty and needed immediate
Problem with adding the name of the email info@atanor-eg.com
Hello I have problem i can't add user : info@atanor-eg.com When you enter the email, this message appears
Automatic Lead Re-Routing
I have leads generated via the email parser. These are assigned to one person for assignment to salespeople. If this person is gone for several days, I want to notify other staff there are leads waiting or re-assign these to other staff. Can someone give me the high-level steps they used to set up this solution? I basically need a workflw to autmatically assign a lead to a new person after x days so these leads dont just sit there waiting on the original staff to come back to work. Thanks!
How to integrate outlook 365 cloud with Zoho CRM?
Hi, we want to integrate office 365 cloud mail with zoho crm to sync email, calender, tasks and people between them. I have searched a lot on forum but have not gotten much help to get my point clear. So if anyone has resolved this issue, please share the method with us. We appreciate your help.
Synchronizing mails sent through Zoho
I was wondering if it is possible to synchronize the emails sent through Zoho with the original mail service. More specifically, we are using Yandex mail as our base service. We can send mails through Zoho, and that works without any problems, however these mails do not show up in the "sent mails" under our original mail service. Is there a way to synchronize this?
Forced to upgrade all my accounts
Already sent this to Zoho Support, but I'm posting it here to see if there's anything I'm missing. Thing is I'm reaching the free plan limiit on 1 of my accounts, and I need to upgrade it. But the problem is that I'm forced to upgrade all my accounts, even though I don't need space for them. Why is this a thing and how can I fix it? Note: deleting mails is not an option, unless I can delete attachments without deleting the mails plain text as described in this topic
Walk-through 3: Setting up a multilingual event
Hello everyone, As your event gathers more interest, it's important that you offer an engaging experience for a wider group of people. Tailor your event microsite for a particular audience by localizing it. Incorporating languages that your event participants are comfortable with will help you achieve this. In today's post, we'll discuss setting up a multilingual microsite for your event. Backstage lets you import languages and make the event microsite available to audiences in 78 different languages.
Problems inserting html
I am trying to insert font icons following this example. https://www.w3schools.com/howto/tryit.asp?filename=tryhow_css_star_rating I added the necessary lines of code to my html and css but the icons are not showing up when I insert the HTML on my page. Using the HTML icon to insert html into the text editor, this is what I entered. <span class="fa fa-star checked"></span> <span class="fa fa-star checked"></span> <span class="fa fa-star checked"></span> <span class="fa fa-star"></span> <span class="fa
Can anyone recommend a good free erp/crm software?
Hi, Can anyone recommend a good free erp/crm software? I have a web development business and need to keep a comprehensive client list and accounting ledger. I also want to create invoices from it as well as keep track of work done for each client. Please
Dropdown reversing the order in report
Hi, We have developed a catalogue publishing database that includes a list of colour options for each product. The list is populated by a Multi Select field from a pre determined list of colour options. I have specified Alphabetical order for the list. When editing the record the colours appear in ascending alphabetical order, however when exporting of viewing the record the list is reversed. It is important for the catalogue that the colours appear in ascending alphabetical order. Is there any way
Voice Recorder: Let your visitors send out voice messages!
Did you know that you can let visitors hitting your site send out voice messages to your operators right away from their audio call windows? Well, this feature of Zoho SalesIQ was primarily introduced to aid at times when: Your operators are quite busy that the calls made by your visitors go unnoticed. Operator hangs up the calls initiated by visitors. As there might be situations in which the operators are busy assisting another visitor over a call or screen sharing session. The issue that the visitor
Set filter in look up in sub form based on parent form input
I have a Purchase Order Form and Purchase Order Items form. Purchase Order items is a sub form in Purchase Order. I have Supplier in the Purchase Order. In the Purchase Order items, i need to show the Products based on the Supplier selected in the Purchase Order. I am not able to set filter condition based on input.Supplier. Let me know if this can be done.
Zoho Card scanner App
1. I’ve created a campaign in Zoho (desktop version) named: Data Centre World Frankfurt 2018. 2. I’ve scanned my first business card in the app. 3. Saving the lead it, the app asks me where I want to save it. I chose Zoho CRM Lead (the app asks me to log in with my CRM account). 4. Once saved I go to edit and choose the campaign. I don’t create that in the app but I search the event from CRM Server. 5. The app starts loading for searching but it keeps loading with no results. I have to close
Report to show most recent case for all accounts
I need a report to show the most recent case date/time for all accounts, so I can see which accounts require more immediate attention.
not syncing.
I have the app on my mac pro and on my iPhone 7lus how can i sync both devices
Created account, now iPhone crashes when syncing Notebook data
Hi! I made some notebooks with the Notebook app on my iPhone. Now I wanted to use this app on my macbook as well. So I created an account on my Macbook and on my iPhone. Now the Notebook app on my iPhone is syncing for over 1,5hr now already. Looks like it's not going to work..And when I restart the app or the phone he directly starts syncing again. Help....The info on the notebooks is really important and it would be terrible to loose it. When I open Notebook on the Macbook, it sees my notebooks,
[## 25914963 ##] Migration from evernote - stuck at 43%
Hello I have been waiting for the migration since 11th October. understand that the process is based on the number of notes and its resources but it's been a month! I contacted the team on the 12th and 17th October. I was told to be patient and bear with Zoho team. An update is much appreciated. Thanks!
Migration stuck at 43% for a month! ## 25914963 ##]
Hello I have been waiting since the 11th October to complete the migration form Evernote. I understand that the migration process takes time-based on the number of notes and its resources. I sent an email again on the 17th October, but I ma yet to recive a repsnse. Thank you
Zoom in PDF files
On web version I couldn't find the option to zoom in the file. I can not read the file without zoom in.
Data Privacy with Platform Consents
Data Privacy of customers is our utmost concern and with Platform Consents —our newest update, we are taking data privacy to the next level. Cliq Platform enables users to interact and customise the interface and workflow right within Cliq. With components like Commands, Bots, Message Actions, Buttons ,Schedulers and now Forms , the Cliq Platform enables you or your team to automate everyday work activities by connecting Cliq with different applications. We're introducing Platform Consents to let
Urgent assistance - "Unusual activity detected. Your account is locked from sending emails."
Hello I have logged a case with support but wanted to post here as well. I urgently need this email account unblocked from sending,I cannot send important emails to my tax agent. this is a personal email account and I do not do anything suspicious with this account so don't know why this has been blocked Please help ASAP Account Block Information Your account has been blocked due to security reasons. Block Type: Block Type: Mail Outgoing blocked. Unknown Click here to read about our usage Policy.
Outgoing Email Blocked, Email Display Name Spamming.
Hi, Dear Support team member, we are facing the following problems 1. One of our users had been automatically marked as spam, and his outgoing emails are completely blocked. Even I cannot change this status from mail admin panel. Please help in this regard 2. We are receiving spam emails as below in inbox from unknow senders - Screenshot is pasted below. 2a Inbox displays email sender same as display name of our company email addresses. 2b. Email sender address is not our company email 2c. This email
Not receiving IMAP email
I am not receiving email in Postbox, Gmail (android) & Outlook (android). The Mail for Windows 10 app has received IMAP emails though. Any idea what is going on? I have reset the application password, that hasn't helped. What further information can I provide to help diagnose this issue?
[Webinar] Guide to Dropshipping - November 19th 2018
Join us for a webinar series to learn about Dropshipping and how Zoho Inventory can solve your Dropshipping needs. Dropshipping using Zoho Inventory Topics Covered: How Zoho Inventory helps you: Sell to customers through different channels Streamline inventory management Manage your order fulfilment process Handle your vendor bills and customer payments When is it? Date: November 19th 2018, Monday Time: 10:00 am PST You can register for the webinar here.
Pick List says item already exists but it's not visible
I've got a custom field in Contacts. I'm trying to add a Pick List Option which does not appear in the list but getting an error message. Note that the value I'm trying to add to my field called "Function" in the Contact module exists as a field called "Relationship" in the Account module.
554 5.1.8 Sender Address Blocked
Hello I tried to send an email and it gave me the message: Unable to send message;Reason:554 5.1.8 Sender Address Blocked Can someone please unblock my account so I can send email again? My email is administracion@red-solutions.com Also when somebody send a email then appear the next error Error remote response 552 5.1.1 Mailbox delivery failure policy error Thanks!
Adding and deleting records-automated
so...I have a script written: when a subform for a record is updated in form A, it will reflect in record B. so: without condition-form A deluge script on success: for each rec in Direct_Carriers { fetRec = Add_Carrier[ID == rec.Carrier_Name]; x = fetRec.Direct_Agents; x.add(input.ID); fetRec.Direct_Agents=x; } for each rec1 in Shared_Carriers { fetRec1 = Add_Carrier[ID == rec1.Shared_Carrier_Name]; y = fetRec1.Shared_Agents; y.add(input.ID); fetRec1.Shared_Agents=y; } for each rec2 in Restricted_Carriers
Desk to Cliq Integration
I have a major issue with the fact that your Desk to Slack integration is far more superior than the Desk to Cliq Integration. We would like the ability to create workflow notification rules from Desk to Cliq, all members on a team or member of a channel needs to be able to see notifications immediately when tickets come in, are assigned, are reassigned, status updates, customer comments or replies and tickets closed as they happen. Even though Zapier integration is available I don't want to pay
Ask the Expert 5: 5-hour live discussion about integrating payment workflows to your apps.
Hi everyone, As you might already know, every application that you create on Zoho Creator can be connected with other services — be it a Zoho product or a third-party service like QuickBooks, Zapier, or PayPal. In this upcoming Ask the Experts, we would like to address all your questions related to integrating your Zoho Creator application with a payment gateway like PayPal, Razorpay, Authorize.net, and more. In this session, we would cover the following topics: How to configure payments using
Closed Status not showing in Closed View
I am testing Zoho Desk. I have closed a ticket, but it is not showing in Closed View. What am I doing wrong? Why can't I see the ticket in the Closed View?
Customer name incorrect
The Customer name is being suffixed with a character pair which does NOT appear in the Customer name. See screenshot.
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I can't send e-mails. When I try I get this message: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Zoho Sheet, button with macro don't work anymore in the new version?
Hi guys, I switched over to the new version of zoho sheet, but now my button with macro don't work anymore. When i switch back to the old version it works again? This is an example of what for code i am using. Sub Docenten() ' ' Docenten Macro ' Gemaakt door wilco02 op maandag 22 oktober 2018 14:18:08 ' Range("F1:K65536").Select Selection.EntireColumn.ColumnWidth = 0 Range("X1:BE65536").Select Selection.EntireColumn.ColumnWidth = 0 Range("A1").Select End Sub The code
Inserting records in custom module using PHP SDK.
Hi, we are developing an app that connects a web page with Zoho CRM via API V2. Data is stored in a custom module. Oauth is working and we can retrieve records from the CRM but we can't send data. The code we are triying is the following: <?php require 'vendor/autoload.php'; ZCRMRestClient::initialize(); //Create a record instance to set fields. $records = ZCRMRecord::getInstance("CustomModule8",null); $records->setFieldValue("Email","test@test"); $records->setFieldValue("Especialidad","Arquitectura");
Allow Expense users to see expense descriptions or some type of guidance for when to use an expense type
There is a description field for expense categories, but users cannot see it. It would be nice if the description could be available when a user hovers over an expense category...or something along those lines. We have a couple of similar expense categories where it would be very useful if employees could see a tip of some type that tells them to use one vs the other. Thank You
Export Expense Attachments in Bulk
Greetings, Is there anyway to export expense attachments in bulk? Thank you.
Cloning a Campaign in Zoho CRM doesn't copy of the activities (tasks, events, etc.)
When I clone a Campaign in Zoho CRM it doesn't copy of the activities (tasks, events, etc.) from the cloned campaign to the new campaign. Essentially all the clone function does is copy the name.
Duplicate operators showing in dropdown?
Whenever I use the Condition block, it displays the same operator a few times. Why is that? In this screenshot you can see quite a few duplicates. equals, equals(case-insensitive), etc.. equals shows multiple times. Why?
Zoho CRM App - Display layout order of standard vs customised fields in
When setting up Zoho, we created some extra custom fields for the contact mailing address: Mailing Street (standard) Mailing Street 2 (custom) Mailing Street 3 (custom) Mailing City (standard) Mailing Province (standard) Mailing Postcode (standard) I can layout as shown above in the Modules/Contacts section and it displays correctly on the desktop version, however, this does not replicate in the CRM App. It seems to put the standard fields first and then list custom fields as follows: Mailing Street
Split Multi Select Fields from a form into separate rows on the report
I have a form that I'm using as a class register to record who has attended a particular class session. I have added a script to pull a list of students based on a selection of the type of session. The list of students appears in a multi select field and then you just deselect the students who weren't in attendance. What I want to do is add a script so that when the form saves it adds a row in a report per person in the multiselect field along with the other single fields in the form. I then need
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