Problem trying to duplicate an existing app in C5
Hi, I´m trying to duplicate an app I currently have in my account. For some reason after the process is completed the copy does not appear. Is there any limitation for making duplicates? Thanks
Funcionalidad de los Nuevos Graficos
Saludos. En esta ocasión quisiera llamar su atención y solicitar su ayuda en relación a la "Leyenda" que aparece al lado de los Gráficos y una opción que aparecía en la versión anterior que no logro hallarla en la versión Actual. Cuando Creas un Grafico y colocas un campo en la casilla "color" aparece una leyenda en el grafico, en el que tienes la opción de mostrar u ocultar la variable según la selecciones o no. La diferencia entre la versión de grafico anterior y la actual es que en la primera
To enter students Marks
I have student database and course details ,i need to enter the marks for the students based on course .Please suggest any idea regarding this
5.5.1 Authentication Required - Outlook is receiving email but I'm unable to send email
I just tried sending out an email to my business contacts notifying them of my new email address and received the following: Error: 5.5.1 Authentication Required. Details: Cannot send mail. The SMTP server does not recognize any of the authentication methods supported by Outlook. Try changing the SMTP authentication options in Account settings or contact your network administrator. Error Code: -17092 How do I resolve this? Thank you for your time!
Message status (replied, forwarded etc.) not displaying in apple mail and on iphone
When I reply to an email, it would usually get marked with a little "arrow icon" that tells me that I sent a reply. About two weeks ago, this stoped working on my computer as well as on my iphone. When I reply to a message, the arrow icon might show up for a few seconds but then disappear. There's no way to find out if I replied to an email other then serching the "sent folder". Only my zoho mail inbox is affected. My google mail and icloud mail inboxes work just as expected. I'm therefore pretty
Barcode Inventory Organization
Is there a way to link product barcode generating to the inventory management system? I would like to be able to create a barcode, enter that item automatically into inventory with the barcode information and when a sale is generated, scan the barcode for packing to remove the item from the inventory management system. If this is already a capability, please send me in the right direction. Thanks.
Can't Delete Organisation
I'm trying to close my Zoho accounts, however, I can't close the administrator account due to the error at this stage. Please can you assist? Thanks in advance
Get Invoice Notes
Hi! Can I get Notes for Invoices using this Api? : https://www.zoho.com/books/api/v3/#Invoices_List_invoices Now I'm using the method above, and then for each invoice I call the method below to get the "Notes" field: https://www.zoho.com/books/api/v3/#Invoices_Get_an_invoice. I have very strong performance problems because the user waits very long. Can this somehow be optimized in a different way? Thanks
About "Zoho Campaigns' GDPR Features"
Hi!! I find these new features really interesting. We are Zoho One users and we use all its modules (CRM, SalesIQ, Survey, CRM, etc.). We handle two lists in Campaigns: one for customers who have purchased or have an offer from us and is pending decision and another for subscribers of the Blog. All users in the first list are CRM contacts. I see that, now, we can send the consent via Zoho CRM Form and, I think it is the best way to manage our GDPR compliance. But what exactly does this mean? What
The 'Quick Learning Series' - Post 24 - Tip
Want to configure different Time Tracker settings for just a set of your employees? With 'User Settings', now you can replicate all that you have in general settings of Time Tracker for the set of Users you choose. Click here to know more.
How to create a case using custom functions
How to create a case using custom function with this: What are the parameters? <CRM Response> = zoho.crm.create(<CRM Module Name>, <Field values as map value>, <optional duplicateCheck as Integer>); Please help Thank you
Execution of a script in opposite order
Hi, I'm starting to write some Deluge script and I'm really surprise about a behaviour of the system. I've just insert to simple line in a script while one field is being updated: Alert "step 1" Alert "step 2" and with my great surprise I've checked that the system show me the alerts in opposite order so before step 2 and then step 1 I cannot really believe that. Could you please tell my what's matter? Thanks. Luca.
Zoho Mail is not as advertised
When I go to the URL www.zoho.com/mail, I can scroll down a little and see an image/screenshot of a computer screen. This image shows tabs on the left-hand side that say "mail, calendar, tasks, notes, contacts, bookmarks." I have attached an image of what I see on my computer screen. When I actually go into Zoho Mail, not only am I having issues connecting my email, but this looks nothing like the image on the actual website (listed earlier). If I could access that program, whatever it is, I feel
fields validation
is this possible to implement field validation rules based on some logic in Zoho CRM? Best Regards, Moshe Soffer CRM Solutions expert Tel: +972-52-8795287 www.holisticcrm.co.i
Subform in form column
In the ZC3 version we are currently using we can have subforms in the form columns, however now I am working on migration to ZC5 and seems we are no longer able to have the subforms in colums, but rather have to span across the entire form. Am I missing something, or is this a new limitation?
No Report Summary in C5
Can't see how to create a Report Summary in C5 all instructions apply to older version and there doesn't appear to be that option when you create a report in C5.
Weird Anomoly
Im new to Zoho so apologies in advance if this is a dumb question. I have a weird problem while using the Order Management application. Data is loaded into the database without issue, however the price / currency information does not appear in the subform (New Order) correctly. For example: The price of a product is £2.18 but in the Load New Order form / product subform the lookup finds the record but displays the price as £2.00. In fact all of the prices appear to have no decimal places. I've tried
Admin can monitor All (joined and not) Personal Channel's Chat History
We discovered that few of our staffs do personal channel for their own purposes like selling, bashing their superior and etc. Since, it is provided by the company (we're using Zoho One Enterprise). The management dont want to tolerate this and want the admin level access to monitor all the messages in channel and PM/Chat history. Is there possible?
email to case
Someone know if is there any solution for email to case scenario, this is a common scenario, Regards
Add "Drop Files / Paste from Clipboard" to Zoho CRM Tasks in
Create/Edit mode
Hi guys, just wondering if you had any thoughts about adding the Drop Files / Paste Clipboard functionality when in Create/Edit mode of Zoho CRM tasks. Similar to what you have in Zoho Projects. (widget from ZP above)
Privacy Policy and SalesIQ
Hi there, We use SalesIQ, and so we collect data such as the web behaviour. You said on this page (https://www.zoho.com/salesiq/gdpr.html) that our visitors can opt out of this. I have then two questions: - Is this option to opt out already available? I can't see it - Do you have any recommendation on how to mention this in our privacy policy document? Thanks, Tony
How to set the owner of a Note with insertRecords?
HI, I'm trying to create notes (in this case against Leads, although I want to do the same for Accounts & Contacts too) through the insertRecords API. I can insert the notes fine, but I can't seem to control the Owner (who the Note shows up as being from), it always shows up as my user (who owns the authtoken) I've tried setting (as fields in the xmlData) * 'SMOWNERID' to 'Id' as returned by the getUsers call * 'email' to the email address of the User But the note is still attributed to the API
Mailto button
Hi, I am trying to create a button which will have a link to email (mailto:). In the template editor I only have the option to create a link to an url. Do you have a solution for this? Thank you!! Kind regards, Anca
Clean inactive subscribers from list
We send a daily email message to one of our lists. Over time the open rate has dropped very low and we are concerned it is affecting our deliverability. Is there a way to identify "inactive" subscribers (eg. people who have not opened a campaign in over 3 months) and remove them from a list?
Admin can monitor All (joined and not) Personal Channel's Chat History
We discovered that few of our staffs do personal channel for their own purposes like selling, bashing their superior and etc. Since, it is provided by the company (we're using Zoho One Enterprise). The management dont want to tolerate this and want the admin level access to monitor all the messages in channel and PM/Chat history. Is there possible?
Unable to enable incoming emails
Hi, I am not able to enable the incoming emails for gaurav@aienable.com Please do the needful at the earliest.
Lookup CRM
Hello is it possible to have a lookup to ZOHO CRM and that this show me filtered data? For example, have a potential lookup that only shows me the potentials that are in stage closed won? Thank you, bye and regard.
Please help me, Recover deleted emails!!!
Please recover my deleted emails from the last 2 days, I deleted a email by mistake. Thanks for your help. My email is info@expecthim.com
Using Zoho to send construction bids
We are a supplier to civil construction projects, which means we must regularly send bids to contractors. Previously, I was using ConstantContact to do this. I was able to send a set of attachments, links to documents, and more to a one-time-use list of 40+ recipients. Is it possible to do the same thing with Zoho Campaigns, in light of the GDPR regulations? The alternative is to send several individual emails, or to BCC everyone on a single email - neither of which is very attractive... Thank
SubForm - entering data through subform
I have a "Family" form and "Children" form. They are parent-child relationship. "Children" has a look up filed ("Family ID" field) to connect the parent form. My idea is to display children's information when we open a family record, but I found unexpected behavior. Is it expected? When I open one family record, I see a subform underneath. I can enter children's information. First question is do I have to choose Family ID (look up field) for each child manually? Other online database recognize what
Esqueci minha senha de administrador
Esqueci minha senha de administrador. favor encaminhar para tiagobrunner@gmail.com obrigado!
'Unaccounted' in Opportunities?
Hi there, Just wondering how/why an opportunity ends up as 'unaccounted' in the opportunity funnel? Thanks, Rosie
View all requests from all departments impossible
This really should have been a no brainer, but it would be ideal if I could see all tickets from all departments without having to switch between them all the time. I spoke to a rep in chat who advised me this isn't possible. I really hope it's a future implementation. Many thanks
Apply an unapplied payment to customer invoice
I sent an invoice with the "Pay Now" Button and the customer ignored it and sent a PayPal payment to my personal email. I retrieved the payment into my bank account but need to apply i to the customers invoice. Using the "Record Payment" button only presents
Auto number combination
Hi, I like to have a record ID automatically generated based on the current year and a sequential number. Eg. A record with date 2009-14-07 will have a ID number 2009-1. Is it possible? Thanks.
DKIM Verification failure
Hello, I'm trying to verify the DKIM, but it keeps failing. On MXToolbox I see DMARC and MX errors. The DMARC error is "DNS Record not found" and the MX error is "No DMARC record found". I use GoDaddy for my domain and it has a DKIM record: Name: _dmarc.tuliptech.us TXT Value: v=DMARC1; p=none; rua=mailto:administrator@tuliptech.us TTL: 1 Hour I've followed the setup guides to the T with no luck. Any help is appreciated. Thanks,
Error while processing the request! Unable to send message;Reason:530-5.5.1 Authentication Required. Learn more at 530 5.5.1 https://support.google.com/mail/answer/14257 b74sm6149143pfd.24 - gsmtp
I keep receiving this error. I was informed that I was out of storage space in my account so I purchased two 5GB packages of space and that did not solve the problem (that feels like a rip off). I have gone through steps suggested to others with similar problems including signing in to email through zoho in email settings and that has not solved the problem. Please help me remedy this situation.
no se encontro la pagina - Assist
¿algún problema con la página de invitación assist zoho?, por que al intentar invitar me dice que la página no se encontró...
I can't receive any email after 23 May 2018
I can receive any email before May 23th, but after that i can't receive any email. Can you help me? Thank you.
Project Recovery in Zoho Invoice / Projects / Timesheets
When I create a project in Zoho Projects and all tasks are finalized, I can create an invoice directly from Zoho Projects. I find this bill in Zoho Invoice. But is it possible to find the project and the tasks created in Zoho Projects in the "timesheets" menu of Zoho Invoice? Thank you
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