Custom Views are gone
I had created a bunch of custom views and now they are all magically gone. Only one of the 10+ that I made shows up under "Archived Views" so what the heck happened here. I didn't delete any of my custom views....
Email form .legal email account not received
Hi, A customer of mine did send me several emails which I did not receive (also not in spam) This customer uses a .legal email account. Is it possible that this emails did not pass the soho server? Thanks
Custom Subform Data
I have a use case where a subform works perfectly, however it is useless to me if I am not able to use that data in templates. Is this something that is being worked on and if so, how long before it may be available? Thanks
Internal Error 1000 when trying to create a contact via the API and an Oauth2 connection
Hi, I'm trying to create a new contact using the API and an Oauth2 connection ! The connection is working and I can list my invoice and contact with no problem. But when I try to create a new conntact I get a Internal Error 1000. Any Idea on how to fix that ?
Department Creation Error
Hi, We can't create a new department on our account. The basic department name, agent association etc screen is displayed when I press the "New Department" button on the "Departments" screen. I press the "Configure Channels" button after entering the required data in this screen and then the system directly displays an error reporting page labelled as "Sorry for the inconvenience". We did plan to start a new department in Desk for our logistics department but we are stuck because of this problem.
How to track untouched leads?
Hi there! I'm working on a project and I need your help... Here is our process: When a lead is generated, the marketing team work on the qualification. Based on the info we retrieve, the lead status is updated from "To Qualify" (default value) to "MQL" or "Not Qualified" These information are used to assign the lead to a sales rep. For instance if the lead is MQL and country is France > Assign lead to John When the lead is assigned it triggers a notification to John, and to his manager. Now what
Any way to add customers to a specific group that receives a pre-defined series of emails over a course of several months?
I am trying to create a flow or an "if, then..." email tree, so that when a customer buys a product from our site, they are put into a specific group that would automatically receive several updates/follow-ups from us over the next few months at specific intervals. I noticed that Zoho Flow doesn't integrate with Woo Commerce, our site's store. Is this something that can be done with Campaigns and Flow?
Community Digest - September 2018
Product updates: Here's an overview on Zoho CRM's portals. Take a look that the key changes to API limits. Check out last month's security enhancement for APIs. Upcoming Focus Group: This month's Focus Group webinar is on Canvas view in Zoho CRM. With Canvas View, you can add images, customize field arrangements, and have custom buttons, fields, text boxes, background colors, and much more. Unlike List and Kanban Views, which place equal emphasis on all Zoho CRM fields, Canvas View
Fixed Asset Return
I have purchased and then returned a fixed asset without it accumulating any depreciation. The item is already recorded as a fixed asset. When I am syncing the account activities from the company bank account, how would I record the funds we've received towards the return?
Paypal transactions are not importing
I've set up PayPal by following the tutorial but transactions are not being imported into the account.
Side by side?
Is there a way to set the app side by side in 12" macbook screens? As you can the app doest really shrink enough to be 50-50 side by side, at least in macbook 12"
URGENT! Question about Email campaign on hold
Hello, Could you please explain why our last campaign is on hold? https://campaigns.zoho.eu/campaigns/home.do#emailcampaign/16921000000398002/view It is very urgent and needs to be sent today! Many thanks in advance!
Share your reports in a secure way!
Zoho PageSense now has a new way to share your reports. You can now share your reports securely by setting a password and expiry date for the shareable link. Here is how to share your reports: Step 1: Open the report inside PageSense you would like to share. Step 2: Click on the share icon on the top right Step 3: Enter a password and set an expiry date Step 4: Click on "Generate link" to get your shareable link Step 5: Now you are all set to share reports with your peers with more security. You
Cancel approval or change approver
Hi, we are working with Zoho Desk tickets approvals. Recently we had a situation with a ticket where one agent was asked for approval. But this agent was wrong and we hadn't be able to change it or cancel the approval. We can find no way to do that. But, is there any way to do it with workflows or any other Zoho Desk feature? We have a workaround using a bluprint transition to get out of the approval state and ask for another approval. But would be better if we can cancel an approval request or reasign
Zoho Community Meetups in the US East Coast - October
Hey there! Are you making the most of your CRM? Would you like to learn more about Zoho CRM, some tips and tricks and, network with your peers and our product folks? Several of our Zoho User Groups are meeting up all over the East Coast through October and November. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM. CRM Insights | Workflow Rules | Assignment Rules | Blueprints | Macros | Feeds Miami Fort Lauderdale Tampa Orlando
Stop wasting our time, f*cking coders !!! Start thinking with your head and make an app for us!
In the beginning, I was impressed with Zoho! So many applications, so much functionality. It seemed that now nothing is impossible. Until you begin to understand the whole hopelessness of the situation. The great ideas and insights behind the products were spoiled by completely illogical and idiotic restrictions and architecture. Fuck us with mandatory fields that you choose for us ??? You do not know anything about the business! When will working call tracking ??? What is now on IO and androit except
Email Replies to Forum Notifications not Posting
I have seen this happen a few times in the last few days where I'll receive an email notification from a forum where I can tell that someone has replied to a notification email via email (has the heading and everything) but the message is missing. Is there a bug with the email response? Is anyone else seeing this issue?
Notes turned blank
The other day I went to look at my algebra notes but all of the notes that I had taken from the past quarter were replaced by this. This is what my whole notebook looks like and they don't stop If I keep scrolling down. The inside of all of the notes are blank. I have tried logging out and logging back in from the web site and the app, and there was still no chnage. I have tried everything but nothing has changed. This has not happend to any of my notes in other notebooks, it's only in my algebra
reset the migration of evernote
hi, i want to migrate notebooks from evernote again.
'On Save' trigger
Hi, How can I trigger a function after clicking save? Currently I use a button, but it's not ideal. The function redirects to a Creator app that alters a value, then inputs and redirects back into the same CRM record. While i'm at it, why can't an action be triggered 'On User Input' like in Creator? This would be a really useful feature to have in CRM. Thanks!
My email is showing account is inactive option
hi zoho team, I am using a email for my personal use with them email address makeawebfor@zoho.com now it is showing that account is inactive after inserting the login details please solve my issue i have some important details in my email and that can create a lots of issues for me please resolve the issue related to it please help me i am facing issues please solve my problem please do it fast and reply me with your answer thanks
Converting Lookup field from Bigint to String
Hi I am trying to retrive a decimal value based on the user input in a look up field, using the following script: temp = Product_Data [Product_Code == Select_product_code]; input.factor_stockin = temp.factor_product; Error message : In Criteria left expression is of type STRING and right expression is of type BIGINT and the operator == is not valid Product_Code is a string, the lookup field Select_product_code is a bigint. How do I fix this? factor_stockin and factor_product are in the same format
updateRecords from Creator to CRM HELP!!
I have a Creator form set up that acts as a calculator for Line Items in a CRM estimate. I set up a function on Success which submits the added subform records as Line Items in an existing estimate using the updateRecord() function. This works to an extent.... The issue is.. if there are more than one of the same product added as a Line Item it does NOT add the multiples.. it simply overwrites the first entry with the latter's values. I understand why this is happening but I can not come up with
Desbloqueio de e-mail
Bom dia, Meu e-mail está bloqueado para enviar mensagens e, no momento, apenas recebi e-mails. O erro relatado pelo sistema é: "Não foi possível enviar a mensagem;Razão:554 5.1.8 Endereço do remetente bloqueado" Peço-lhes para desbloquear o meu e-mail. Atenciosamente, Adriano
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
please i'm having issues sending mails. can you kindly unblock me.
Não foi possível enviar a mensagem;Razão:554 5.1.8 Email Outgoing Blocked. Learn more.
My email is blocked and there is no option to unlock. Could not send message; Reason: 554 5.1.8 Email Outgoing Blocked. Learn more.
CAN'T CREATE NEW E-MAIL
hello I want to create a new user, But when I put the new password, it doesnt allow the size of the password Please, help me Greetings from Perú
Ask the Experts #1: A 3-hour live forum discussion over password sharing in Zoho Vault
We are happy to launch our monthly Ask the Experts community series, focusing on various areas of password management. Moving forward, we will cover all of the popular features in Zoho Vault one-by-one, as well as the topics that are most frequently discussed with our technical support team. We are kick-starting the Ask the Experts event on 4th October, 2018 between 9:00am - 12:00pm (PDT), with the topic: Best practices on password sharing Password sharing in Zoho Vault is one of our most discussed
Set Filter in Lookup field problem
Goodevening. I am trying to create dynamic lookup exactly like the example. I created a form called Country with a textfield to add the countries and a form called State with a Country lookup field and State Name as text field. I also did a form called Main which contains the lookup fields Country and State. When I am trying to add the set filter in State lookup then it is not possible to write Country == input.Country (as the example says). From the criteria it only accepts ((Country.Country ==
Sort dropdown attachement categorie order
Hello, I'd like to sort the attachment categories. alphabetically or just being able to change the order manually.
Mail stopped working for about 4 days
Hi, I can´t use email for send or receive. It´s been like this for about 4 days. incoming: imappro.zoho.com port 993 SSL outgoing: smtp.zoho.com port 465 SSL When I do the test in Outlook 2016 and Outlook 2010 it ask me to enter the password all the time. Over the zoho.mail.com site I can log withou any problem. I tried in different networks and service providers, and the same issue is present. I need a resolution to this asap! Thanks Diego
Finding the Occurrence(s) of a Search Term in a Ticket
Hello, I know how to search all of our tickets for a term and get back a list of the tickets containing that term. Next I want to find the term in each of the tickets ion the list I can navigate to each ticket, but usually most of the content is collapsed. How can I find my search term in a ticket that I know contains it? Thanks. -Dan
Customer Portal User ID, Username and Email
Good day, I have two forms each with a User field (with Customers), In the first form I setup an alert that shows me the input.Customer when I pick one in the dropdown list, it shows me the customer ID, with this ID I want to fetch a record in the second form where the same customer is selected. The problem is that in the storage record the User field takes a string value with the Username (or User Email). So I can't complete the fetch sucessfully because in my first form I have an ID. How should
Calendar invites (.ics attachment) missing when viewing email on mobile site
When someone sends me a calendar invite as a .ics attachment, the attmnt isn't shown when I access the email on the mobile site. In a browser on a pc the attachment is there. This means that I can't see the details of the invite on my mobile device. My device is a Sony Experia Mini Pro running Android 2.3.4. Am I doing something wrong or is this a bug? (I have added same post to 'Calendar' forum)
New user "pending"
Hello I created a new user on my Zoho CRMPlus account. I paid a license for an additional user. In "Admin panel" I see my new user written in red "Pending". When I click on "Re-send invitation" I will write a message with "error". No activation email has been received on the new user's email address. What to do ?
Account is inactive
I have an email makeawebfor@zoho.com and it is not working now and showing account is inactive. I am not able to login in it. Its very important for me please give me some help
Bills and Expenses - Making Life Difficult
I have realized that using Bills and Expenses module, it makes life very difficult for Zoho Books users. Let’s assume the below scenario. I have Bills with Due date of 31 August 2018. However the bill are paid between 21 September to 30 September 2018. During the same period, I have also paid for expenses. I need to be able to generate a report which shows me the payments made between 21 September to 30 September. It should include payments for both Bills and Expenses. I tried using “Expense by Category”
Eventbrite synchronisation to Zoho
Hi there. I installed the Eventbrite app and it does not appear to be syncing delegates or orders across to my zoho contacts or campaigns. I've tried reconfiguring and reinstalling the app in order to bring up the syncronisation options, however, Zoho won't provide me with the option to review my syncronisation configuration. Is there some way of reviewing sync options in order to restore or vsynchronisationtion functionality and options Thanks
Support For iFrame Sections in objects within CRM
It would be great if we could use iFrames in the CRM like salesforce offer. You can present all sorts of useful data from different sources. We have a number of data sources for instance in Tableau we would like to be able to show to salespeople within the CRM.
Template Answers
Hi, our template answers have disappeared unexpectedly. We only have the default template showing when we want to answer a ticket. How could we recover our own templates ? Thank a lot for your help
Next Page