Milestone start and end time
Hi, 1) The milestone end time does not adapt to the end time of the task list related to it. I have to change it manually. Is there a way to make it automatically? 2) Is there a way to create a single Milestone, for example of 0 days of duration in order to denote an important event on the gantt? Thank you for your time.
Auto calculate start date and end date of parent task from subtasks?
Hi all, I am wondering if it is possible to let Zoho project calculate start and end date of parent task from subtasks. I has created a parent task and 2 subtasks as follows: - Parent Task #1 - Sub task A (start 27/04/2016, end 27/04/2016) - Sub task B (start 28/04/2016, end 28/04/2016) Unfortunately, the start date and end date of parent task did not automatically calculate from subtasks. I have to manually set start/end date of parent task. Is this normal behavior? Or did I do something
Can send e-mails but not receive,
Hi there, I've recently changed host, and ever since I did, all e-mails fail to be received, but I can successfully send them. The domain is ellis.pw. I've confirmed the MX records are set correctly, and ideas? https://mxtoolbox.com/SuperTool.aspx?action=mx%3aellis.pw&run=toolpage
Will you enable external networks?
Hello, I have a Zoho One subscription. I am a soloprenuer who does not have a use for the internal groups, but I definitely could use the external groups to connect with clients. However, the features are not enabled for external. Will you please enable this? Also, it seems I do not have Enterprise enabled either.
What's New in Zoho Inventory - August 2018
As always, it gives us great pleasure in commencing the month with a set of new releases. Let's jump right in and find out what's new in Zoho Inventory! 1. Partial Drop Shipment Let's say your customer has placed an order for five different items, out of which you generally don't keep stock of two of them. For prompt delivery, the best solution at hand would be to drop-ship the two items from your sales order. Zoho Inventory now supports partial drop shipping of items. Here, instead of drop shipping
The day when Client Portal spoke your language!
A month back, we rolled out Client Portal to enhance your relationship with your customers. Soon enough, feedback and suggestions came pouring in from you all and we realized that we could do more! So, after several brainstormings and discussions, we decided to make Client Portal more expressive and engaging. And, what’s better than language to be expressive. So, we started again. Gulping down dozens of Red Bulls and crunching Pizzas, our developers started from the first line of code and did an
Formula to calculate weight lost/gained
I would like to build a formula for a page I'm building that subtracts the weight field from the last record entered (the current WeighIn) from the previous record entered (last weeks WeighIn), in order to see how much weight was lost or gained. I was told to use the for each record command to iterate and return the values, but I can't seem to figure this out. I have this variable formula which returns the 3 test records I've inputted. currentWeight = (Weigh_In[ID != 0].Weight sort by Date_field
Problems with criteria triggering workflows
Example: I have a department with 2 email addresses, example@abc.zohodesk.com and test@abc.zohodesk.com. I've disabled all the default notifications. I want a workflow that triggers an alert IF the email is sent to example@abc.zohodesk.com AND the subject doesn't contain "test" or "example". I create a workflow with the following: Execute on: Create Criteria: To address is example@abc.zohodesk.com AND Subject doesn't contain test OR Subject doesn't contain example Criteria pattern:
HORIZONTAL BARS GRAPHIC?
Please include HORIZONTAL BARS GRAPHICS!!!!
Spell check and changing the name of folders
Good evening, Spell Check I am having issues wth the "spell check" option, several things occur when I go to utilize this feature - a. it's propeler spell checking my out going mail b. it freezes up in the process Folders I am having issues removing duplicate folders or changing duplicate folder(s) names. Let me know if you have any questions, Tony
Select City Form
I have seen threads on how to auto-populate city, state, county, and country via Google API but I am wondering how to incorporate a "select city" form for when there are multiple "postcode_localities" returned. i.e. zip 33708 returns; "postcode_localities" : [
"Madeira Beach",
"N REDNGTN BCH",
"North Redington Beach",
"Redington Beach",
"Redington Shores",
"Saint Petersburg"
] Which then those six entities will go into
Ask the Expert 4: Live Q&A: Find out all about using Execute Xpath builder to fetch data from third-party services.
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 way, you can ensure there is a constant flow of data between all your productivity apps. Also, Zoho Creator provides you with an option to fetch data from any third-party service in general web data transfer format (either XML or JSON format) and parse it using our Execute Xpath builder.
how to add an option to upload a file in zoho app creator
Plz help
Form Name will not rename in sidebar display
I have a form which contains a number of subforms. I added a subform and the name of the form itself changed to the subform I selected. I deleted the subform I added. But the form name stayed the same as the subform. I have used form properties to rename the form and it works in the display but it still shows the subform name in the sidebar menu. I cannot get it to rename. I really don't want to recreate the entire form just so I can get the name correct in the sidebar. Any ideas? TIA
Report Filters Using Zoho.Loginuserid
I'm building an app for client tasks. I've got one form to track company information and another to track company contacts. The contacts form contains a multi-select lookup field of companies. If a company is in that field, the user should be able to see its information when they're logged into the portal. Initially, I thought Great! I can place filters on reports so users only see information/tasks they've been granted access to using lookup fields and zoho.loginuserid! So I created a Client Dashboard
Dynamic default entries in sub form
Is it possible to set the default entries in a sub form dynamically through script?
Introducing the all-new Zoho Survey
The wait is over! With its latest release, Zoho Survey is now bigger and better. A lot has changed and we're bringing you a handful of new features along with a complete makeover of the product. We hope you like the update and find the surveying experience to be smoother than ever before. Highlights UI updates Builder: We've reworked the builder to make it much easier to navigate. Be it adding an option or a page or moving pages, it's now just a click away. You can easily add and edit questions
Customer Portal - "This application is not accessible." during
user approval
Hi, I am setting up a customer portal for my application. I want my customers to register their accounts rather than be invited so that their 'username' is defined by them, which I have done and is working fine. I also want to approve the registrations in order to control how many accounts are created and who has access to them. This is working fine, however how can I be notified when the customer has signed up and is awaiting approval? My main question: When the customer is awaiting approval they
Export XLS from individual Sales Orders or Purchase Orders
Our suppliers don't want PDF, they want XLS, or CSV files emailed to them when we place orders, so it can go straight into their system with no mistakes. It would be great if you could include the export as XLS on each individual Sales Order or Purchase
How create a ticket view with my followed ticket ?
Hello, I'm looking for creating a ticket view dedicated for the ticket I follow. I don't know how to do it as criterias given for the view creation don't plan this case Thanks for your help
Sent invoices
We have to mark invoices as "Sent" to reduce our stock levels. This leaves us with the dilemma of not knowing which invoices have not actually been sent. Not all invoices need to be sent but for certain customers it's necessary, can you guys think of a way to track this ? An ideal solution would be to have "Post" instead of "Save & Send", we could then have a report which show us all invoices not actually sent with check boxes to mark as "sent" if they don't really need to be ! Stock levels also
Zoho Meetups to make a pit stop in Canada!
Hello Canada! Are you making the best use of your CRM? Do you think a little assistance, and getting to meet and learn from other Zoho users in your city, would help you out? Well, we are happy to announce that the Zoho User Groups are meeting in four different locations this September to discuss a few key CRM features and get their questions answered. This is a free event, so join the session that's closer to you and learn to make the most of Zoho CRM Topics: Email Integration | Outlook Plugin |
I am not able to send and receive email in outlook since this afternoon. webmail is ok
I am not able to send and receive email in outlook since this afternoon. webmail is ok my email is ramprakash@smartwifisystems.com changed password too no change error message - OX800ccc92
Scheduled execution under 1 day
Hello, is it possible tu run scheduled scripts under 1 day recurrence, like every hour? Thanks A.
Documents/Google Drive integration is limiting
The Zoho Projects Documents paradigm only allows documents to be uploaded to Zoho Projects. That can be very useful. But many project oriented firms maintain a project folder on a document management system where all project documents must go, whether that's a network drive or Zoho Docs/TeamDrive or G Suite Google Drive or whatever. For instance, we maintain all our docs on G Suite Google Drive. We need to be able to link to those documents in Projects. Instead all Zoho Projects Documents does is
Linking Zoho Form results with customer accounts?
Is it possible, when creating a survey within Zoho Forms, to have the results be saved automatically to an existing client's account? Thanks!
2 emails automatically on created email
When creadting an email within a Lead or Deal by clicking "Send E-mail" -the main email address on the account automatically appears in the "TO" ; however, come Leads and Deals have more than one email. It would be nice to have both addresses automatically added to the email.
The Square Payment integration Problems
The Square Payments Integration incorrectly assumes that you also want to create invoices for deposits made by Square for transactions made outside of Zoho. The integration should allow this to be optional like the PayPal integration. In my case, Invoices
Update lookup field
Hi I have this function that needs to update the account based on what happens in a custommodule account = zoho.crm._getRecordById("Accounts",account_id); trial = zoho.crm._getRecordById("CustomModule2",trial_id); trialLookup = trial.get("Name"); StartNote = trial.get("Start trial note"); MidNote = trial.get("Mid trial note"); EndNote = trial.get("End trial note"); account.put("Start trial note",StartNote); account.put("Mid trial note",MidNote); account.put("End trial note",EndNote); account.put("Trial",trialLookup);
Zoho CRM Events creation
How can i create a event in Zoho CRM using deluge function with "Related To" field? i tried the following code but it is not including Contacts as Related To. eventMap = map(); eventMap.put("Subject", "Test"); eventMap.put("SMOWNERID", 1066798000016996135); eventMap.put("Start DateTime", start); eventMap.put("End DateTime", end); eventMap.put("SEID", 1066798000016985001); eventMap.put("SEMODULE", "Contacts"); createEvent = zoho.crm._create("Events", eventMap);
Zoho Books Create estimates API Error
When i try to create zoho books estimates from zoho creator. I am getting an error like { "code": 1048, "message": "Sorry, there was an internal error. Please contact support.india@zohobooks.com for assistance." } My Post data { "date": "13-Aug-2018", "line_items": [ { "line_item_id": 1026598000000104003, "quantity": 3, "rate": 150, "hsn_or_sac": 5907, "name": "Canvasprinhiresphotorint", "item_total":150 } ],
Lost access to Admin recovery email
I registered on Zoho Mail on Fri, Oct 9, 2015 at 1:01 PM via godfrey@entouragebusinesssolution.com, added an organization Kents and Kents with emails @kentsandkents.com. The issue is that I longer have access to godfrey@entouragebusinesssolution.com the domain name is no longer functional. Kindly change the account email to godfrey@ebs-africa.com This is an emergency, the domain owners need to added a new member. Please Help
Ask the experts 9 : A 5 hour online Q and A about your domain setup for Zoho Mail
DNS setup for domain is every user's nightmare. When it comes to email, right from SPF/ DKIM to MX, every entry for the domain needs to be updated in the DNS manager of the domain. DNS manager of the domain is an independent entity and it can be changed only using the credentials of the DNS manager of the domain. The various DNS settings that are involved in setup of for Zoho Mail are: SPF/ DKIM/ DMARC entries for sending authentic and reliable emails that are not marked as Spam. MX entries for
Zoho Social does not let me share on instagram
Zoho social is working with all my other social networks except for Instagram. Every time, I post it appears the notification: "Instagram Page: Uh oh! This post couldn't be published. Please try publishing after some time." Would you pls help us. Thanks.
Can GMail aliases be used with Desk or are dedicated email addresses required?
The thread title says it all. Let's suppose I create (2) Desk departments: PC Support iPad support Can I use two gmail aliases like this? PCsupport@mycompany.com link to PCsupport@mycompany.zohodesk.com iPadsupport@mycompany.com link to iPadsupport@mycompany.zohodesk.com Or do I need to create (2) dedicated Gmail addresses? Thank You
How to get aloksaxena@zoho.com and Doc Tool
I would like to know how to get aloksaxena@zoho.com, currently, my parent email is yahoo.com.But I want individual email. Guide me. Thanks Alok Saxena
Receiving emails
Hi There, I just created a new account and I can send emails but I cannot receive them. Regards Kate
Sending Bulk Email
Dear Team Member, Can you please tell me the procedures to send bulk email?
Certain emails not being sent
Hello, I've started to have this issue with certain emails that stay in my outbox. When I go to send them, they are designated with a little red mark. The emails are valid and I can send messages from other email accounts. This is recent issue. Any suggestions or help would be appreciated. Regards, M
Do Agents Who Are in Multiple Departments Have the Ability to Set Their Phone Status to Different Statuses in Different Departments?
Do agents who are assigned to two or more departments have the ability to set their phone status to offline in one department and be online in the other? Thanks in advance.
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