New Status option not available in My Tasks - Kanban - Organise By
I'm trying to use the Kanban view to manage my tasks having now setup new status codes. The organise by "Status" appears in the Project Tasks Kanban View but does not yet appear in the My Tasks Kanban View In a Project view - Kanban Organise by In My Tasks - NO STATUS OPTION
Deluge script documentation
All the documentation for searchRecords I can find refers to criteria being build like "field|operator|value" however I have to use the colon ":" but I can't find references to how to use it with multiple criteria and contains with multiple values
Image+Text Option doesnt shortents Text window
There are no option to shorten the width of text window in Image+Text option. The smallest option available is of 30:70 ration, which doesnt work out for Company Logo and Company name scenario.
Operation not permitted when trying to Verify domain
I've had problems with verifying my domain with Zoho but then I get this error message. "Operation not permitted" I contacted support a few days ago no replies yet, it would be appreciated if I got this sorted out. Because my project get so delayed because of this.
Integration of zoho chat salesIQ with an AI Tool
Hi, Hope you are doing good. I have a requirement to integrate salesIQ with an AI tool. For that I need to get the every message put by visitor on the chatbox and call the AI tool for its answer and post the answer to the chat box and process goes on. I have checked the API listed below but din't find the relevant items. https://www.zoho.com/salesiq/help/jsapi.html Can you please let me know is this possible. If yes then how can I proceed with. Please share me the needed links and docs. Thanks Akbar
MX and SPF records not updating in email admin Cpanel
My domain is www.reanin.com I have updated my MX records to point towards zoho 48 hours back, but my email admin control panel still shows a message that the MX entries are incorrect and hence I am not receiving any messages. Same is the case with my SPF verification and custom login url link. Please see the screenshot of my MX and SPF records. My domain is hosted through Domainindia.org Hope you resolve the problem soon. Regards, Sairam Maduri
Multi Currency | USD Problem
Hi, My problem arises from entering AR$ as the main currency. When I want to put USD as a secondary currency, but I can not set values lower than 1. The Argentine peso is worth 0.039 USD or seen in another way, 1 USD = 25.40 AR$. How can I make this value reflected in the system? Sincerely,
I have a question
The list type parameter in the ZoHo function can only read 200 data at a time. But in some business logic, it is necessary to compare all the data in the function with the newly created data, such as the age (because the age after the filling in CRM is fixed), but the age of the user is increasing every year, and the annual increase of 1 years, but the list can not implementa. So, I want to ask if there is any way to solve such logic. (Above from Google translation, my English is not good)
Creating a workflow rule
Hello! We've created a function that copies data from a related Product to a related Deal. We want to know is there a way how can we trigger this function when we add Product to a deal. How we expect it will work: we add a Product to a deal - data from Product get automatically copied to a Deal. Custom function: 1. http://joxi.ru/bmo98GwCxMR0KA 2. productDetails = zoho.crm.getRecordById("Products",productId.toLong()); mp = Map(); mp.put("field31",ifnull(productDetails.get("field20"),"")); mp.put("field36",ifnull(productDetails.get("field21"),""));
mail.zoho.com connection fails frequently.
These days too many times zoho mail website connection fails. sometimes it keeps down for over 10 minutes. with this error : ERR_SSL_VERSION_INTERFERENCE I'm using zoho mail in Germany.
auto-bcc to one or more email adresses
First of all, it is good to see the improvement of Zoho Support, as the Bcc field now available. About that, I'd like to suggest we could specify email adresses to populate the Bcc field as standard value (with or without the rep being able to remove it). Maybe a workflow... It's good for us managers to keep track of what the reps are doing...
Canada...
Always Annoying when a lead form ENDS with the country, rather than STARTS with it... Should always be country FIRST, then State/province/department , then City and address... 40 years of database and nobody seems to have figure that out ....
Layouts just got a whole lot more customizable!
Dear Customers, Layouts help you organize your fields in each module. They help you quickly get to the information you care about the most. Until now, you could modify layouts and create custom fields only at the organization level. Today, we've made layouts more customizable. Each department can now have its own layout. Agents can create and use custom fields within each department, without interfering with those in another department. They can also configure department-specific picklist values
Profile settings to deploy sandbox changes
I do not see the ability to turn on or off the deploy changes from within sandbox. Manage Sandbox does not allow those with that enabled to see the button. I am the admin and I can see it. I want to create a profile for my developer so that he can add the approved changes from the sandbox into production..
Round Robin Waiting on/On Hold
Hi, With the Round Robin feature of Zoho, does it factor in the number of On Hold/Waiting On tickets an agent has assigned to them? If so, is there a way to make it avoid doing that, the group I work with tend to have a fair few Waiting on tickets and they dont want that to interfere with the assignment rules. Thanks Ray
Add Screenshot Capture Option in Text
Hi Add Screenshot Capture Option in Text . by this team will easy shared screenshot.
add descriptions to experiments
since there will be so many variations of the same tests, It would be great to be able to add descriptions to what you are testing.
Erro DNS
Good Morning. Please check your system as we are having trouble sending emails to these recipients. @infonet.com.br @viaverdetransportes.com.br @pltubos.com.br @primotecnica.com.br @csorveteiro.com.br 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 Thu, 23 Aug 2018 14:28:19 -0700 from cesar@plasfort.com.br [cesar@plasfort.com.br] ----- The following addresses had fatal errors
Email Issues
I am having problems sending my zoho emails. Recently there a couple of email addresses that do not receive my emails and there is no reason or notifications why they have not been sent. Also on some occasions when sending emails to other email addresses that i send to frequently the email will be delayed and the following message is received ----- The following addresses had fatal errors ----- [Status: Error, Address: <mervyn@first4fruit.co.uk>, ResponseCode 451, 4.7.500 Server busy. Please
opened but not clicked
Is there a report or can one be added that shows emails that have been opened but not clicked ?
Sort SubForms
PLEASE allow records that display in a subform to be sorted by the field of our choosing. There are numerous reasons this should be allowed: e.g. sort by item #, date, alphabetically etc. Thank you!!
Adjust label width in Detail Record View, 2-column layout.
When I add additional fields to the Detailed Record View and select the 2-column layout, I seem to be stuck with the label extending half-way across the screen. This isn’t very useful as the labels are usually very short but the field content can be long. Can the label width be variable? Or provide an additional template with the labels only extending 1/4 way across?
Old Design of CRM Calendar
Can I use the old version of the CRM calendar or be instructed on how to re-format it? Since the update over the weekend of 6/28-29/2014 my workers cannot read this Light-weight light-gray text on white background, We liked the bold and easy to navigate headings for events.
Time zone support in calendar
Doing business in different zones, it is a bit frustrating not being able to specify a time zone when creating a new event.
Your host is blacklisted by dnsbl.sorbs.net
Hey guys, some of my emails have not been delivered lately. For example: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. account@atera.bg INVALID_ADDRESS, ERROR_CODE :591, ERROR_CODE :account@atera.bg your host [135.84.80.216] is blacklisted by dnsbl.sorbs.net. Currently Sending Spam See: http://www.sorbs.net/lookup.shtml?135.84.80.216. Send your questions to blacklist-admin@mx01.cmailpro.net
Mail sending blocked: Client host blocked using dnsbl.sorbs.net;
Hello, I got this message for every mail I try to send: INVALID_ADDRESS, ERROR_CODE :554, ERROR_CODE :5.7.1 Service unavailable; Client host [74.201.84.163] blocked using dnsbl.sorbs.net; Currently Sending Spam See: http://www.sorbs.net/lookup.shtml?74.201.84.163 Please help. Thank you,
Mass Mailing
The most important value proposition of any recruiting solution is the ability to reach more candidates with less effort. Lack of this feature is the only reason that is kind of making us think about other solutions. You guys made tremendous improvements and I believe mass mailing will complete and complement your product. Think about it!
Not able to recive mails
I have business email id , i can send emails but not able to receive emails please help.
Undelivered Mail Returned to Sender
Olá! Estou com problema no envio de e-mail. A seguir, a mensagem de retorno: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. contasapagar@grupocamarotti.com.br INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :Currently Sending Spam See: http://www.sorbs.net/lookup.shtml?135.84.80.216 (#5.7.1) contasapagar2@grupocamarotti.com.br INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :Currently
Relationship scenario
Form LR is used to capture details from the user. Now we have to create an invoice for this LR so we created 2 forms: Invoice & Invoice LR. One invoice can have multiple LR associated with it. And while creating the Invoice we have to choose multiple existing LR that's why we created another form Invoice LR which has lookup field to LR. Check "Invoice Creation" file attached. Now upon successful submission of Invoice, we are linking the selected LR and Invoice with deluge script (not found any configurational
ZOHO TAKES FOREVER TO HELP!!!
We have been having sandbox issues for days, we have also had multiple issues in the past and ZOHO never gets back to us. They also say there "technical team is working on it" "its in the que" "its a trouble shooting ticket" Its becoming ridiculous that we aren't getting any help considering we are paying so much money to use there service. I wish someone would help us.
Print Task Report to PDF?
Is there a simple way to print a task report to pdf? The only option I see is to export to Excel, which loses outlines and is not a very good way for sharing with non-zoho users who we just want to email a nicely formatted task report. Thank You
How to update Joomla Website through Creator
Dear All, Our Main website is Joomla based and I was thinking if there is any way to connect Zoho Creator with this website. The main idea is to connect some of our Joomla pages with a Zoho Creator application and when we update something in Creator then automatically the Joomla page will be updated. I know that it is a very general question, if you have any idea or example to show me would be fine.
"User already present in another CRM account"
Hi - I've tried to add my final user through the zoho admin panel, but am getting a "User is already present in another CRM account" error. While I originally set up my users through the CRM, and not through the admin panel, all of the users were deleted through the CRM. This is the only user who triggered the error when added through the admin panel. Can we clear the email truy (at) autometrix (dot) com?
Multiple Primary Emails for One Contact
I have a situation where I run a youth team and I have parents entered as contacts, Id like to have the option to make 2+ emails primary on one contact so when I send out group emails it sends to all emails within the one contact and not just the one marked primary. DOes that make sense?
Confusion About Workflow
I create a work flow on Lead, when ever lead is assigned to sales person a task is created for Sales person I also created a workflow rule on Task “Create & Edit” even, this work flow execute the custom Function. What this custom function does that it take Lead’ country field value and update the Task’s country value (which is custom fields). When I create a task manually from CRM interface it works fine…. but all task created from Lead WorkFlow rule does not update task country field value.
QUICK SEARCH Bar - Pain in the Bum :-)
In Bullhorn we were used to quite an epic quick search bar - you would essentially start typing the first letters of the record and then the second name and it would bring up possible record matches in a drop down. You would not have to search candidates or contacts separately, it would always run a search on the whole system. For example if we wanted to find John Smith, we could type "j smi" or "jo s" or "john s" etc etc and it would find the nearest matches really easily. This was the same for
What is the best way to create a report that compares actual vs. forecast?
I know you can see some information in the Forecast module, however I would like to pull some of that information into a report and don't see how to include forecast information in a report in the CRM.
Mailbox limit exceeded
Hello after exceeding my mailbox limit I’ve deleted nearly everything in my mailbox but I’m still being told I’m using 90% - 4.5mb i can’t find anymore hidden mail. I’ve deleted sent items and deleted the deleted items. I’m at a loss as to how I can further reduce the size of the mailbox.
Built-In Function Prefix
Good day, I am facing the strange behavior of Zoho. I do have two almost similar scripts that run on different forms, but on the same subforms. At first both script were working fine, but later it just stopped and was giving errors. I opened the script and see that strange prefix(APPNAME) for built-in functions such as isBlank and isNull. I guess it started treating them as custom functions, but still couldn't find the bug. And every time I rewrite and save the script, functions get prefixes.
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