Select customer by email HELP PLEASE!
Hello. I am new to Zoho Creator and the Deluge language and I really need your help. I installed the Order Management app. The New Order form, a customer can only select their name using a lookup field which shows all customers in the dropdown. Since our customers will be ordering online, this will not work because we don't want to show all of our customers in the dropdown. We want the customer to enter their email address and have the app to search for the customer in the Customer database using
Java SDK authentication
Hi, I am trying to implement the SDK into our project, but I am facing a problem with the authentication. After several hours of debugging, I found out that the SDK is using "accounts.zoho.com" for OAuth, even though we have a european account. I have set domainSuffix=eu in the zcrm_configuration.properties file, which seems not to affect the authentication. How do I tell the SDK to use "accounts.zoho.eu" for the authentication?
Templates and workflow rules and custom modules
We have several custom modules that relate to the company and contacts in Zoho CRM. I can run reports that pull and filter data on multiple modules. But I do not see a way to create workflows and/or templates that pull data from both the contact and the custom modules. Is there a way to do this that I am missing?
Language
Hello Dear All, We have the problem with Georgian with Georgian letters, when we try to issue invoice translated into Georgia the system did't read correctly and shows only ????????.
Docs - add to bill
Only open purchase orders are shown, partially received or partially billed PO's aren't shown ?
Zoho Desk Community Digest - October 2018
Top Product Announcements TLS v1.2 Upgrade for Zoho Desk Zoho Desk integration with Zoho SalesIQ Option to set a default home page Ability to turn off the Private Thread handling in Configuration Other Useful Discussions Zoho Desk Provider for PHP OAuth 2.0 Client
Migrate from Zoho
Is there any way to export all email and emails account to migrate from Zoho to another hosting? Can't find anything in support materials
Integration with the property portals for CRM
As a realty company, it is pertinent that we get integrated with different property portals to get all the leads directly into the Zoho CRM. Presently i dont find solution for the same.
Zoho Social
Why can't I select multiple days when scheduling posts weekly. This feature was there and I have used it a lot.
Item Price Auto
Hi When entering purchase bill i have mapped item to abc customer, Then do sale invoice to abc customer, i have select unbilled option then it shows item price as purchase instead of sale price. Regards Senthilnathan, Zoho Books User
Zoho Books Zoho Projects Integration
Hello, while i can integrate Zoho Books with Zoho Projects, it seems that the integration is left somewhat incomplete. For example, the expenses made in Projects can be viewed in Books but not vice versa. When I create a new expense in Books, it doesn't
I can not expand the window
I can not expand the window zoho mail desktop app
Creating Project under group w/Deluge
In Deluge, I need to create a project in Zoho Projects under certain Groups. What is the Deluge way to access the group name and ID in Projects? Thanks.
[PHP] ZCRMModule::updateRecords() throws [INVALID_DATA|400] "body"
Full error: Zoho CRM Exception: (ZCRM\exception\ZCRMException) [INVALID_DATA|400] "body" (Array( [expected_data_type] => jsonobject )) Code: $record = ZCRMRecord::getInstance('Leads', '000000000000000000'); $record->First_Name = 'Test'; $record->Email = 'test@test.com'; $zcrmModuleIns = ZCRMModule::getInstance($module); $bulkAPIResponse = $zcrmModuleIns->updateRecords(array($record)); return $bulkAPIResponse->getEntityResponses(); I have no problem when calling ZCRMModule::upsertRecords(). The
Cannot update Stage-Probability Mapping
Hi, I am a ZOHO CRM user for free and evaluating this system. I'm trying to update Stage-Probability Mapping now. At first I can update, but I cannot now. I don't know what was happen. For example, when I edited a stage name from "Realize" to "Realize1" (just adding "1") and push the "Save" button; I received an error message "Error occured while updating Stage-Probability Mapping." The mapping table was not updated. I tried to log-out and log-in again, but the problem was not solved. I think that
where do I find my zoho code?
Hi guys, I need assistance. I'm trying to link my zoho account with my shopify domain and it's asking for my zoho code but I cannot find where it is with in my settings. Cheers,
Problem with e-mail contato@centroescolariachuelo.com.br
Trying to create the e-mail but is sending an invite. Can't find the e-mail on control panel and when i try to reset the password, sends an SMS to a number that i don't know How can i delete this email to create again? Thanks
Mail - saving attachments to Google Drive - corrupts files
I've been trying to use the "save to cloud" feature on Mail. When I save a file to Google Drive, the files are always corrupted. This has happened with .png, .pdfs and .zip files. Is this a known issue?
Conditionally Required Field
I'm trying to conditionally require two fields to be filled (ie, not EMPTY) BEFORE a specific lead status is used: on validate { if ((input.Lead_Status == "3. Qualified Lead") && ((input.Forecasted_Monthly_Revenue == "") || (input.Forecasted_Hourly_Rate == ""))) { alert "enter BOTH Forecasted Hourly Rate an Forecasted Monthly Revenue"; cancel submit; } } This code sample is as close of a mirror as what I found in the documentation here: https://www.zoho.com/creator/help/script/app-builder-deluge-scripting.html#fieldmandatory
Can't verify DKIM (TXT dns record)
Hello. I manage my DNS record from Digiital Ocean. All of the verifications were completed, except for the DKIM. I copied the value and added it to my DNS records, as you can see in the attached image: I waited for more than 5 hours. Please tell me what else I can do. Thank you in advance.
Folder gone from webmail but visible in Outlook client **HELP**
Hello, I am missing a complete set of top level folder in my inbox. The folder is called "Instagram". How can this happen?? Its visible in Outlook but not in webmail...? I need this restored. Thanks.
I can't receive email from external address
Hi please, i need help, I created an account, but when people sent me email, they received this message: My account is: xxxxx@jockeyplaza.com.pe. De: Microsoft Outlook <MicrosoftExchange329e71ec88ae4615bbc36ab6ce41109e@jockeyplaza.onmicrosoft.com> Enviado el: Wednesday, 7 de November de 2018 15:18 Para: Belen Cabrera Asunto: No se puede entregar: PRUEBA ak47 rechazó tus mensajes a las siguientes direcciones de correo: xxxxx@jockeyplaza.com.pe (xxxxxxx@jockeyplaza.com.pe) El servidor de correo electrónico
Numero de telefono
Hola trato de contastar alguien que hable espanol. yo quiero saber como volver a usar mi numero de celualr en otra cuenta ya que la que tenia se cerro
Keep getting ResponseCode 421, 4.7.0 error
Hi there We've been getting this error message for weeks now whenever we send a group email to our staff many of whom have Gmail addresses. It's very problematic so we would appreciate it if this could be looked into? This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Sun, 04 Nov 2018 12:16:33 -0800 from .... ----- The following addresses had fatal errors ----- [Status: Error,
How did someone use my email?
One of my board members received this email which appears to be from me. Although I never send it. By looking closer at the recipient name I see it's my email address followed by another in <>. I'm assuming I didn't get hacked so how does someone do this? Should I be concerned? “Hacked” email below ============ Forwarded message ============ From : Luis luis@forestparkhoa.org<carloi914@aol.com> To : <joe@forestparkhoa.org> Date : Fri, 02 Nov 2018 14:55:02 -0500 Subject : Re: ============ Forwarded
Linking Zoho-mail to Squarespace domain on free account?
Hi all, Like the title says - is this even possible? I need my CNAME to be able to do that but I can't for the life of me find "Control Panel > Domains" nor do I have any clue what logging in as "Super Admin" means. Are all these things exclusive for the paid service and the only way to have my Zoho-mail linked to my Squarespace domain is to pay? Thanks in advance
How to change a user's email address
Hello, My name was misspelled when my email address was created. I am logged in as the account owner, but I don't see anywhere to change my email address, only my account name. How do I fix this? Thank you, Sydney
Get your CRM events on your iPhone, MacBook and Apple watch.
Why go through the process of constantly logging in to your Zoho CRM account to view or edit your daily appointments? Enable CalDAV sync from your respective Apple devices to receive notifications and reminders of upcoming events that you have entered in Zoho CRM's calendar. Here's what you get with CalDAV One calendar for personal and work appointments. Managing more than one calendar is tedious. While most of you can manage office appointments and personal ones easily, it doesn't have to be difficult
Maven distribution of SDK
Is there a Maven distribution of the Zoho CRM Java SDK 2.0?
Integration field for Customer Records - look up by first AND last name.
Hi team, Many months ago there were several threads regarding the fact that integration fields for CRM contacts can only show contacts' first OR last names, which is useless for real-world applications. Worse, using manual code to fetch a list of contacts for a dropdown field was limited to 200 records. I seem to recall Zoho said they would modify the integration service to allow the field to display BOTH first and last name in the pick list. Can I please get an update on the status of this?
How do I edit zoho.loginuser value
I use the `zoho.loginuser` in deluge script if statements and somehow my `zoho.loginuser` was changed and now my app behaves incorrectly and I did not personally change this value for `zoho.loginuser` and everywhere I look I cannot find a place to edit it. How is this value accecced and how could it change if I didn't do it?
Restrict record view based on user
Hi! I'm currently using the trial version of Zoho Creator as I assess the possibility of using it for our program management. We have a group of consultants that meet with clients across the province, and I would like to be able to set up an App that houses all of our consultants information (including allowing them to submit expense reports, scheduling information etc.), and I want to have another App that has our client information, each client being assigned to a consultant. Is it possible
Deluge IDE, intellisense, crtl+S save, etc. not working
Deluge IDE, intellisense, crtl+S save, etc. not working. What's up?
Round to 1 decimal place
I have a function field to convert Centigrade "C" to Fahrenheit "F". The conversion calculation is simple: "input.TemperatureC * 2 - input.TemperatureC * 2 / 10 + 32.round(1)" but it displays as 2 decimals. I only want one decimal rounded correctly. I know I can achieve that by converting to text but do not want to go down that route. What am I doing wrong? Or, if I am not doing anything wrong, how do I accomplish my requirement? I am using Creator 5.
using zoho.loginuser to restrict views
I have an application for employee data and am trying to restrict the view so that the logged in user can only view his/her record. I think I've done it fairly simply by doing the following: Create a field in the employee record called Username and populate this manually with the assigned username Set the Criteria for the view to Username == zoho.loginuser (I seem to only be able to set this properly by editing the script itself, otherwise Zoho adds " " around zoho.loginuser) The view then only displays
zoho.loginuserid VS zoho.loginuser?
I understand that zoho.loginuserid is the Email address of the logged in user and is null for a public user. I also understand that zoho.loginuser is the User ID of the current user and is "Public" for a public user. I'm concerned that since email addresses can change over time, my views will break if I use zoho.loginuserid. So, is it best practice to filter views with criteria like Added_User==zoho.loginuserid, or Added_User==zoho.loginuser ? Thanks, Jeff
Best data structure setup for this situation
Building custom integration for a client with their e-commerce store and Zoho. They essentially have a referral program, for the easiest explanation. When someone purchases, we need to keep track of who the referring person was in Zoho and credit them. They only sell 1 product so we don't need actual financial / sales data, just the number of units attributed to the person in Zoho. They want to be able to have reports generated in Zoho to tell them how many units each person is doing per month, who
Pasting Sheet Cells Right-to-Left
I'm gradually trying to move from GSuite to Zoho. One feature I use frequently on GSuite doesn't seem to work right with Zoho. I do a lot of my work RTL (right-to-left). When I create a RTL sheet, often I want to take a block of data cells and simply copy/paste them into the body of an email message. Obviously I want to send that RTL as well. With Google Sheets and Gmail it works very smoothly. When I try pasting from a Zoho sheet into a Zoho email message, the cells get pasted LTR and flush left,
New CRM Fields not visible with Campaigns Sync
I just added a new custom field to Zoho CRM in the Deals module (Potentials) and it is not showing up in Zoho Campaigns yet. When will this show up?
Fetch last record based for reporting
Can this be done? Please advise...Thank you! payment table: customer, billing code and payment information I need to fetch the last payment made into "Payment_Details" by customer AND each billing code for reporting so basically for each customer I need to get last payment made in each billing code I have many iterations of the code below and it's not working properly. IDList = List(); IDList.clear(); for each R in Payment_Details [Customer_ID ==input.Customer_ID] { PRec
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