Using IF Function in Formula Field
Trying to return something other than the 1 (true) or 0 (false). Seems simple enough but I am stumped. If(${Contacts.Sales YTD}>75000,'Gold',(If(${Contacts.Sales YTD}>55000,'Silver',(If(${Contacts.Sales YTD}>35000,'Bronze','Not Rated')))))
Linking Invoices and Sales Orders
Hi all having problems linking invoices and sales when importing from excel I have imported both sales and invoices successfully and have linked the sales order with the purchase order number, however when i import the invoices and ask it to link them
Ability to change Ticket Status text.
We have customers who enjoy using the back and forth feature of email/help center for tickets. But we close the requests once work is completed and the customer can re-open by simply replying to ticket. The problem we have is we get customers that get confused/upset when they see their tickets closed. We would like the ability to change the status text to anything we would like and set fall backs based on them. So instead of CLOSED, we would like to set tickets to ANSWERED. Then after a defined
How can we record a payment of a Bill or Purchase Order (PO), without
put the merchandise as "stock on hand" (received)?
Hello Support. Most of the time we pay the orders in advance to our suppliers and the delivery/arrival of the goods to our warehouse, need some days. We know we can record single payments (in Payments Made) but they won't be linked to the PO or Bill,
InteGreat 02: Integrate Zoho Creator with Clickatell
Hi everyone, Today, we'll look at how to integrate your Zoho Creator app with Clickatell. Many of you need to regularly send SMS notifications to your users when a Form is submitted, or based on a specific set of criteria. For example, you might need to send a reminder for a task, or update the customer about an order status, or alert your customer when a payment is due. The solution is to either use the default SMS connection provided by Zoho Creator or create a new connection with any of the
dial in price and toll free add
Hello, I read in the zoho meeting presentation you have a toll-free add on, how does it work and what are the countries available to it? How much do we pay when using phone instead of computer if we do not have this add? Thanks
Mail Sending Failed and No Notifications again
Hello, im using zoho mail for wordpress and sudenly cant send any emails, also not receving any notifications about received emails. My email is info[at]vnotransfer.com
Customer Portal Access with different Customers
Hi i need to share Creator Records with my customers. The application is somehow a "Task Management". Either the customer (persons) can create tasks for me, or I create tasks for the Customer. One customer can have up to three persons, who can access the Portal and work with the tasks. - customer must not see any records created for another customer - it should be easy to maintain, if persons at customer change which approach should i take? my ideas User Field i create a User Field on every record,
I'm looking fr new CRM system
Hi! At this moment we at https://vervo.lv/lv/ are looking for new CRM system. Our services can be described in three words: easy, safe, beneficial. Our services include everything you need to transport your cargo safely and reliably from point A to point B regardless of the amount of cargo or its destination. Do ZOHO CRM can be modified for logistics companys?
I want to run a comparison across attributes that can be selected by a user during profile creation
I have an application having two forms, one seller form with a list of attribute and the other a buyer form with a list of attributes. I want to create a compare function such that once the buyer uploads a form with any matching attributes to that of the seller, a notification (email and SMS) goes to the seller
Can I add data in a field automatically when a dropdown option is selected?
The dropdown is a lookup field that takes the information from another form, the form has the product name and price, I want that when selecting a product I get the price in another field
Restrict to close/resolve/reopen tickets without resolution
Dears, How can I restrict to close/resolve/reopen tickets without resolution?
DKIM is not work in godaddy
DKIM is not work in godaddy idk why
This domain is already associated with this account
Hi Team, I am adding a new Business mail ID for the domain that I have purchased recently in donweb.com, it's http://cfachelogistic.com/. But once I trying to set it up in ZOHO mail ITS saying * This domain is already associated with this account "b*****e@c*****". Sign in But it is freshly purchased domain please remove old expired domain linked to zoho that previusly someone may used, So that I can use it now. Regards, Victor Dionisio Minaya vdionisiom@gmail.com
Zoho Sheets Capabilities
Hello, We are running into a lot of separate difficulties using Zoho Sheets within the WorkDrive, as there are many capabilities that are not accessible in the WorkDrive version of Zoho Sheets. The two problems are we have run into (so far): 1. You can't create and use forms from a sheet. This has significantly hampered our data collection abilities. 2. The "locking cells" has not really worked at all. The only thing we have been able to do is lock cells for everyone in a document, including the
Unable to Submit a Request (for support) and what happened to Live Chat?
Hi, Is it just me or is it no longer possible to get live chat in Zoho Projects for support? Also, I can't actually use the Submit a Request form in the 'Need Help?' section as I can't type in the boxes! Mark
Blank lines not respected in iOS 11 (iPhone).
My Zoho Campaigns email is formatted with a blank line between each paragraph. This displays correctly in all tested browsers on the desktop. But on the phone, in iOS 11.X, there are no blank lines so the email looks awful and unreadable.
Download Record Summary as PDF using Zoho Creator Mobile App
Hi all, Is there a way to download the Record Summary as PDF on the Zoho Creator Mobile App? I found the print option, but I want the file to be downloaded. Thanks.
Stop an Email Action Auto responder to specific contact
Hi, When I'm setting up an Email Action Autoresponder (e.g. Send a follow up email 72 hours after to subscribers who open an email), if a lead opens an email and then before that automated follow up email goes out, they contact me and I DO NOT want that automated email to be sent, how do I disable it for that specific lead?
New Integration: Zoho Sign - G Suite
Today we are happy to announce Zoho Sign's integration with G Suite (earlier known as Google Apps). With this integration, you can now enjoy single sign-on access, login to Zoho Sign with the G Suite credentials, import the required users from G Suite into Zoho Sign in a few steps, and sign business documents effortlessly. If you are using Google Drive, you can also open documents stored there with Zoho Sign and perform the document signing process.This integration will help companies to improve
OptimaDevelopers.com email problem
Dear Support, We recently changed our hosting. In the new hosting, we changed MX Records, SPF & DKIM Records appropriately. On third party tools, DKIM records seem valid but not able to verify on Zoho Control Panel. Please help. SmallBestOriginalRemove
How recover trashed tickets
Hello, Is there a way to recover trashed tickets ? If yes , what is the period to do it ? 30 days ? thanks for all
Sharing files across domains (.com, .eu)?
I have recently learned about the limitation of Zoho Docs with regards to sharing files across domains - for example: sharing from zoho.com to zoho.eu. This is problematic for my use, as I share files with customers and collaborators across the globe. Does Zoho WorkDrive also have this limitation? Thank you,
Mobile Use on iOS Not Currently Possible via App or Web URL
Currently it seems impossible to access WorkDrive via an iOS device. Any web page that is related to WorkDrive redirects to Zoho Docs Mobile site, which does not have any access to WorkDrive documents. There are currently no mobile apps available. A) When are iOS and Android apps becoming available? B) Can there be a workaround in the meantime so that the WorkDrive URL is usable on an iOS mobile device? I love the web UI for WorkDrive and feel its flow with Writer and Sheets documents deliver a
Email Sending delay in wordpress website
Dear Concern, I am using Zoho mail plugin for one of my wordpress website. Zoho handles all the email delivery of the website. I have integrated Eventespresso with my website. Whenever a user registers in the website, he gets a notification via email. Sometimes it takes 4-5 minutes to receive the email and sometimes it takes 1-2 hours to receive the email. Would you please tell me where to look for the problem? Regards, Hasib.
Correct Nick Name or Full Name not appearing in emails sent out
Zoho Email: Below is the Setting home page , see the User name (blue arrow): Go more deep in Personal Information, again see the user Full name & Nick name set (blue arrows): NOW THE PROBLEM......when drafting new email or whatever email going to recipients....see what name appearing as sender (red arrow) : Adamantly...Zoho email showing the original....very very original name that was used while generating email ID. NO WAY TO CHANGE THIS NAME.....ANY SUGGESTIONS?? Have tried all possible ways,
Not able to receive mails
Hello, We have a domain under us, arciitk.in. We have setup our mail admin@arciitk.in. We followed all the steps required for the MX and SPF settings. We can send emails, but can't receive any. Kindly help. PS. We have checked through MXLookup tool. Thanks in advance!
How to collect emails using Thrive Leads like opt-in pages and not have do special coding
What do you use or do for collecting email addresses to use in your Zoho email? How do you collect emails for your Zoho email using an attention grabbing, marketing savy opt-in, landing page like with Thrive Leads. But that does not require special coding or set up like it is for integrating Thrive Leads with Zoho? Yes, there is Gravity or Zoho Forms, but they are plain, business, matter of fact contact forms that can’t be modified and turned into something appealing, attention grabbing like
Given email ID already exists issue
Dear Team, my domain is "winmacz.info" . I created 4 email addresses and they are working properly. im having requirement to create email address as "support@winmacz.info" for my organization support centre. when i create user as support and email as support@winmacz.info it is always prompting up an error as, given email ID already exists. but there is no such email address actually in my user list. after getting this error, username is created in users list without email address. Please provide
Get Undelivered emails via API
Ahoi there My website sends emails via the Zoho's SMTP from my email account and when they're undelivered I see them flagged with a red exclamation mark in the "Sent" box. This has caused me today some bounces that disabled my account for a few minutes. I want to track these messages with the api and temporarly block from sending emails to them and show a warning to the user - is that possible via the api to get a list of undelivered emails? Thanks a lot Avni.
How to book, when I take money out of my business for myself as owner?
Hello, I have a technical question. I made the setup for my business and now I do not know how to book an amount I take from the company bank account for my private purposes (as a "privately removal") Because I have a freelance business, it makes no sense to book it as an expense, because its profit, how to book to have everything well booked in terms of the balance reports? Many thanks for your support.
Recurring tasks
I have a form which has a date field "Insurance renewal date". Does anyone know if it is possible to have this automatically update to same date next year once the date has passed, or is that asking too much? Thanks.
[organization] How to manage projects' priority
Hi dears, we love zoho project, I'm wondering how do you manage projects order. We are used to work in this way: When one of our colleagues complete a task, and he is ready for committing to a next task, he scroll his tasks, ordered in project priority, and usually pick the 1st available/assigned task with the highest project priority. This organization worked very well in the past for us, but we are not able to do the same in zoho projects. We have dozens of projects. And it is difficult with zoho projects,
How do you know when a lead is waiting for approval
Hi Is there anyway of being notified that a lead is waiting to be approved? I am not using Zohos web to lead, I am using an external form and the API. Steve
WordPress plugin not available to. Eu customers
Currently those using zoho. Eu can't use the full functionality of the WordPress apps. This should be an easy fix but for some reason zoho have not corrected yet. Could you advise on a time line for this to be resolved.
Use of ERP and ZOHO the same time?
hello, Is it possible to interface ZOHO CRM with ERP? I use ZOHO CRM to manage as my prospecting in parallel but I use a management software "house" (ERP) to manage all the activity of my company (accounting, inventory, purchasing, treasury, HR ....) .dropoff window I would like to connect the two in order to have the same information on both software and avoid duplication. Is there any API? can we create batch to update a common database? Thank you for your solutions Best Regards, Cédric
Price update from ERP
Hi We have over 600 products that the prices change sometimes daily. Price list is maintained in our locally built ERP system, but we would like to use Zoho CRM to do Quotes. How can I fetch todays price and update product price automatically from ERP. Don't want to import every day Thanks
Zoho API with ERP
Hello-- In efforts to gain more information on Zoho and ERP API, I am hoping to answer the following questions: To connect our Zoho database with the database we have in our ERP. Our ERP is hosted on a local server. with this in mind, would this solution be added to an existing application or written as a new application? If added to existing app, What programming language and database would be used? Does Zoho have a requirements document written with Screen drawings for the new solution?
White List "delay"
When I "white list" a contact does not always work as expected.
Anyway to stop the '...' expand option?
Hi, Does anyone know of a way to stop the body of forwarded in emails using the #original_sender thing from being hidden by the '...' button? It's very annoying not being able to see a preview of the ticket. Mark
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