Remove old account and phone number
I'm trying to set up my new domain email. My phone number isn't working as it was connected to an old @zoho account that I have already deleted. It still thinks it exists. I'm trying to contact support but it has been days and no reply. Can Zoho please delete two old @zoho accounts and refresh a domain mail registration so I can continue?
How I Can take only the time portion in date-time field??
I¡m trying to develop a form in order to book rooms, I creadte 3 field date-time, one for the date and the others two the idea is to set initial an end hour for that reservation. Problem is that I just want to show time only. Thanks a lot Regards
Deluge function statement limit (nested functions)
Hi, I need to write a deluge custom function that takes the records from one module (around 10,000), process them one by one and then insert them in another module (api v2). If I'd do it in one function it looks like I'd immediately hit the 5,000 statements limit but what will happen if I: - start a loop in the main function - get the records 100 per time (the maximum is 200 but the insert has a limit of 100 so using the same size is simpler); I will fetch only the relevant fields from a view - send
PickList not updating during LEADs Conversion
I have a custom field (2 value pick-list) in leads which needs to transfer into Contacts and Potentials during conversion (Convert Button). similar pick lists are available in both Contacts and Potentials. it works for Potentials as expected but not for contacts. i also did Lead conversion mapping correctly for correct layouts. the pick list value in Contacts is always empty. however, other fields get transferred with correct values but not that pick-list value. what cause this problem?
How to not show all the possible decimal digits?
Hi, I need your help for this little problem. I have a decimal field which must have six decimal digits. The problem is the following: if, for example, the number is 123.0 I see 123.000000. How can I show only the significant decimal digits? Thank you very much!
'Account' or 'contact' for music students?
I will start out by admitting to the fact that I am new to CRM (CRM in general). Therefore (while I am studying the subject) I am struggling putting things in the right place. I have several questions: 1 - I run a local music school. Should I make enrolled students into 'accounts' or 'contacts'? 2 - I wanted to run a small RSVP-Survey (with ZOHO-Survey) among the students for an optional extra lesson. Students had to answer one single yes-or-no question: "Will you attend the extra lesson?". 'Survey'
Webform: Overwrite Hidden Lead Source with URL Lead Source
When someone fills out my webform, I have a hidden field with "Website" as the Lead Source. But suppose I buy a banner ad on SomeDirectory.com. I will want to send people to my website but I want the Lead Source to come though as SomeDirectory (or some other value) instead of "Website". Is it possible to pass the Lead Source value through the URL? Such as abc.com?leadsource=SomeDirectory or pass a UTM value as the lead source? I would want the value in the URL to overwrite the value in the webform.
How can I exclude records on a table if the record has a field that matches a field on another table?
I have 2 tables, "Leads" and "Projects". How can I get all Leads where the Email field of that lead doesn't match the Email field in any Projects?
Email record not showing in customer record
Hi, I have a rule which triggers an email. I can see in the timeline that it was sent but it's not showing in the Emails section. See attached screenshots. This was working fine but recently doesn't seem to be. Any suggestions on why? Thanks Regards, Jane
Search results delayed in REST API
When we create a new contact, or update a field in an existing contact, the new data seems to be unsearchable for 120 seconds. For instance: 1. We create a new record with Detaine_Reference_Number = 12345 2. We use the search to find any records with Detainee_Reference_Number of 12345 and the API returns 204 No Content 3. We repeat step #2 over and over for 120 seconds and receive the same results 4. After 120 seconds the record is returned in the search 5. We update the Detainee_Reference_Number
Error occurred while processing transaction at the gateway
Hi, I've just tried to collect my first payment on ZOHO subscriptions, and I've received the error, "Error occurred while processing transaction at the gateway" Please let me know what I need to change. I've been using WePay for my payment gateway
I can not send emails with my mail, another one appears
Good afternoon, When I send a new mail, my corporate email does not appear but another one appears, you can help me with this. Thank you. Shipping attached image
Invalid data provided error when exporting customer payments through API
SInce the last few days some of our customer payments are failing with "Invalid Data provided" which I havent seen before. Some of these payments go through on retry but some havent. I am supplying all the mandatory fields and that has been verified by
Confirmation password is wrong
When trying to delete a group I need to enter my password. It does not work, I receive the error message "Confirmation password is wrong". I have logged out, logged in again with the SAME password, it works. I entered the password into Notepad first, copied it, it works for login, not for confirmation. I changed my account password, logged in with it, it works. If I use it as confirmation password, it does not work. Am I doing something wrong? Thanks!
About cooperation with the paypal
I choose the credit settlement in pay pal with zoho form. The item about the product causes letter error in the email that has been sent from pay pal. After referring to paypal, it was said that it was caused by disagreement of the encoding. When you change the encoding of the zoho form, how may you set it? Or can you not change encoding?
Good way to map an application?
I have a fairly complex application, built in Creator. Over time this application took on a much larger role in our business and has been changed quite a bit. Does anyone know of a way to build or extract an application map to document the relationships between forms and various references to html pages. Many pages have conditional url links to other pages/elements/forms and unfortunately we don't have all of this properly documented. Is there anything like a site crawler that would work with a Creator
Incoming TLS
Hello, I'm trying to setup my outlook.com account in Zoho Mail. The only problem is there's no incoming TLS. When will this be available? Is there a workaround? Thank you for enabling video in Social, btw. Thank you, Kirky
Custom domain - how to route one address directly to an external email destination
My DNS, MX, domain etc is all set up and working properly and email works. I want to redirect one email address on my domain to a non Zoho destination. This is normally easy to do at the DNS / Nameserver level but because Zoho is not running my nameservers I can't do it at in DNS. I have one user but four valid addresses at my domain. Catch-all is disabled. There's me@mydomain. com - zoho account name name2@mydomain. com - goes to me@mydomain. com name3@mydomain. com - goes to me@mydomain.
Can't receive emails, but can send
Hi, I have configured email last week, but still not able to receive emails. domain: www.maihoum.com host: wix Thank you in advance for help!
URGENT Field Dependencies not Working since Yesterday
Hello fellow Desk Support, Since today we're dealing with some serious issues at our side related to the "Field Dependencies" setting since they seem to be working improperly without further notice (it was working as intended until yesterday afternoon) We double checked our Permissions/Roles/Profiles and Field Level security and everything is correct (as it was before), nevertheless it's not working at all since we're not being able to select certain options from the fields according to the current
CNAME / TXT Method Validations Failed
Hi, I just purchased the Zoho solution for email and I'd like to setup everything for my Shopify store. Unfortunately I encounter some troubles with the domain verification. I tried both CNAME Method and the TXT Method but neither work. I always get the same type of popup ( https://gyazo.com/06d4aac833085f0c6728576a681c7001) though the information look correct on the Shopify admin panel. Help would be much appreciated. Thanks for the support. Thomas
I can't receive emails from some domain
Good morning, I have already configured my email (domain: zharfmadrid.es) and everything is supposed to be working properly. The thing is that I can receive email from @GMAIL.COM without any problem, but I can't receive them from others like ZHARFKAREJAM.COM. Please help. Kind regards, Borja.
Email Notifications to Agents
How would I set Desk up so that I receive an email notifications when: 1. Someone responds to a ticket. 2. A client creates a new ticket by emailing help@company.com Thank You
Windows 10 Mail Client - Attachment download error
I am using ActiveSync with Windows 10 Mail app. While the emails sync I keep getting the error "We couldn't download one or more of the attachments. Please try again later.". I have tried to delete the account, reset up the account and also have tried disabling and enabling mail sync. Nothing seems to be working. Mail app version : Version 17.8241.40785.0 Windows version : 1703. Build version : 15063.413. Regards, Shyam
Setting up new ticket auto reply to "original" sender.
So it appears when a new email (customer) is received on our end support mailbox (csupport), we have to forward it to zoho (zsupport). Originally we assumed zoho had the ability to log into this mail box and grab the mail. The issue we are having is that we have zoho set to auto reply "thanks, we have your ticket" but instead of going to the customer... it goes to our csupport mailbox. We found the "Other Configuration" settings with the toggle for "Create tickets on behalf of the sender while forwarding
Functionality or work-around to assign individual work shifts
I need to use Zoho People to communicate to employees the extraordinary shifts (employee, day, start time and end time). There should be a calendar with the shifts to be performed and the timesheet to report when it is done. The supervisor must therefore have scheduled and actual times on the calendar. How can it be done? There is a functionality or work-around in Zoho People? Thanks Best regards
Domain mapping question
If I add domain mapping to zoho subscription- can I call the hosted forms using my mapped domain?
Querry | Budget Autocomplete
Hi, In the potential module and when I try to create a budget, I do not automatically upload the invoice / physical address. It happens whether I have an associated contact or an account or both in the potential. For the moment, I am obliged to create the budget from the contact / account module so that all the data is autocompleted. Is this a bug? or is there something that I can modify in the design? Regards,
Sorting emails by size
Is there a way to sort emails by size? Thanks
What can i do with contacts i don't want them to be on owner ??
Hey, let's say i have a list of contacts that i want to keep in a "pool" of contacts & i don't want them to have a spcipic owner right now. how can i create this pool ? example ( client is not intrested in the service right now & i don't want him to be on one of the agents ?
Customers not receiving emailed invoice
Hi, The only problem I seem to be having with Zoho Invoice is some customers are not getting emailed invoices for some reason, one is a hotmail address, not sure if that has any bearing on it? Most seem to be getting them fine, just 2 or 3 not working. Very happy with the rest of the package though. Thanks Sean
Ability to view "Shared with me" folders from iOS app
When we be able to view "Shared with me" folders from iOS app? This is becoming a higher priority for us...
Dashboard with line chart are not loaded
Hi Zoho Mobile Team, I have created several charts in the Dashboard on the desktop website. When I go to the Zoho CRM App to check these dashboards, they are not shown. I find that if the dashboard has a line chart, then the whole dashboard will not be loaded on the mobile app, meanwhile, the dashboard is loaded correctly on the desktop website. Can you please have your team to check?
Teams or Departments in Zoho Projects
Hello, Wondering if there are plans to implement the Zoho Desk teams feature in Zoho Projects for task assignment? Often times, we assign tasks to a department rather than a person. Also in project templates, we don't know the specific person who will do the work, but we do know the department. Seems like if this were implemented the utilization report would also have to be by team. Looking forward to your response, thanks!
Zoho email receiving issue
Hello Team, I have set everything up and have the MX records, however I am NOT receiving any error message when I send an email to the ZOHO email address but there is nothing in my Zoho Inbox. Please look into this and tell me what I need to change. Best regards,
Meet the Zoho Campaigns team in Hyderabad, Mumbai, Delhi, and Chennai
Hi everyone, After organizing a successful Community meetup at Bengaluru a couple of days back, we're back with yet another good news! Zoho Campaigns is all set to host its next set of meetups in Hyderabad, Mumbai, and Delhi. Join us at the Campaigns Community Meetup in Hyderabad on August 30th, Mumbai on September 5th, and Delhi on September 6th, 2018. Adding to the list, the meetup which was to be held in Chennai a few days back is rescheduled—it'll be held on September 7th, 2018. We're excited
My form won't load on mobile devices but will on desktop devices...any idea why?
I have a form tht I create. It is fairly large in scope, but it loads extremely slowly (mostly not at all) on ipads or tablets, but loads perfectly fine on any desktop computer. I have tried different browsers to no avail. I have tried both connected and not connected to wifi. I've never had this issue before. Any ideas?
Showing return type message as alert
I have created a custom action for selected records in the report. I am calling a custom function which is returning string message. Now how I can show the returned string as an alert message to the user. I am not finding any solution, Please help. Thanks
Is there a way to give a form a version or revision number?
I would like to know if there is a way to give a form a version or revision number so that as we make changes and/or improvements to an existing form we have some means of tracking the changes?
Get link to a specific form response
I'd like to be able to link out directly to one form response, for example, if "Bob the Builder" fills out one of our forms, I'd like to be able to get a URL that will link to his response data. Ideally, i'd like to get this url via a web hook or GET data. But I'd first like to know if it's possible to get a URL to a single response. Thanks!
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