image+text doesn't show properly
When I selected image+text features, the overall format looks good in preview, however the arrows appears and the text format changed when reading the emails in mailbox. Is there anyway to adjust?
Community Digest - May 2018
Product announcements: - Check out the new Data Subject Requests and more GDPR compliance preferences in Zoho CRM. - More features for GDPR in Zoho CRM. - Handling lawful bases for your customers using Zoho CRM - A new user interface for your email integration in Zoho CRM. Zoho CRM Meetups: We had our first set of Zoho Community User Groups at five major cities across Canada with sessions on Tips and Tricks in Zoho CRM. If you missed the meetups, we'll be back in the Country in a couple of
Question about Zoho CRM
Can you tell me how I can store a picture of my product as I create a product for my product catalog. Thanks, Sasmon CRM ZOHO
Zoho Creator app creating duplicate rows on update function
Hi Team, Problem We integrated vendors app of Zoho creator with CRM. Everything was running fine & since last few days Zoho creator app has started creating a duplicate record on every update. Are we the first one to encounter this or somebody else had the same problem before?
Can't create group
Hi, I'm trying to create a group in my admin control panel but I always get the error The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. I've sent two emails with the issue but haven't get an answer. Hopefully we can resolve the problem quickly.
compose and send email
With this new, enlightened zoho format, I don't seem to be able to find an icon, or button or whatever, that simply says "Write" or "Compose". How do I go about composing and sending an email (not a reply). I have tried selecting all the icons I could find (or see) on the new site, but have not so far been able to find anything that enables this basic function. Any help appreciated.
Lookup to the same form?
Here's what I need to do... I have a form with "activities" that needs to allow the user to select a "parent" activity from a dropdown. The parent dropdown should be populated by previous entries from the activites form or null if no other entries have been made. Zoho won't allow me to create a lookup to the same form, so I tried a little code for the form "On Add", but it doesn't seem to work... Any ideas on how to lookup previous entries to the same form?
CALENDÁRIO NÃO É VISUALIZADO APÓS ATUALIZAÇÃO DO ZOHO
Eu atualizei o Zoho a duas semanas e, desde então, não consigo visualizar o calendário.
Getting Expected response code 250 but got code "550" errors
I just setup my zoho email and within a few minutes im not able to send any emails. here is the error im getting Email to email@example.com failed: Expected response code 250 but got code "550", with message "550 5.4.6 Unusual sending activity detected. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a> To unblock <a href=https://mail.zoho.com/UnblockMe target=_blank>Click here.</a> "
Trouble Adding a .co.uk Domain to Zoho EU
Hello, I want to open an email account for a .co.uk domain on Zoho.eu but when I try to add the domain, it brings up this message: The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. What do I do to fix this issue. Appreciate all the help I can get. Many thanks to you all. Ewa
Can I Sign Up With a Pen Name?
Hi, I asked this question directly to Support but since it was not an emergency question they haven't gotten back to me, and it's been about a week. Far as the Terms of Service are concerned, can I sign up with a pen name or do I HAVE to use my real name? I want to keep my blogging and publishing separate from my real name for a small form of privacy, and also for marketing reasons (Sometimes people just don't remember really long first names and surnames, and keeping it short makes your job much
I can't receive Emails
I can send emails from my zoho account but can't receive them. I tried with Zoho as my primary account and also tried after making my yahoo account my primary account. Thanks in advance for your help!
Segments with Custom Fields - repeat signup
I have searched through the documentation and the forums and can't find the answer to this question. 1) create a list 2) setup two custom fields 3) create 2 signup forms which each have a hidden field that corresponds to one of the custom fields the intent was to flag if the user filled out form 1 and to flag if the user filled out form 2 so we could have them on the same list but see which (or both) of the two forms they have filled out - in practice the first to be filled out is saved, but the
New searchRecords in Api V2.0 gives error searching by date
Doing: resp = zoho.crm.searchRecords("Potentials","Closing_Date:equals:2018-05-04"); returns this error: {"code":"INVALID_QUERY","details":{"reason":"invalid value for search","api_name":"Closing_Date","value":"2018\\-05\\-04"},"message":"invalid query formed","status":"error"} what is the right way to do it?
Unable to send message;Reason:550 5.4.6
My account (info@depan.eu) was blocked this morning. After unblocking it, I can't seem to send emails (error Unable to send message;Reason:550 5.4.6) until now.
Account is blocked
hello we have problem wizg SPAM on our website diem.si and now we ar set Captcha code in our contact form so the SPAM is stop. Please unblock our email info@diem.si thanks for support
Sum all numeric fields from subform and show the result in a field in basic form
Hello, i am trying to create an app to follow the payment of my customers. In the basic form (form1) i have the customer details and one numeric field where i write the total money i have agreed with my customer. In the subform (subform1) i have the payments, one record for each time with the fields "Date", "Amount" and "bank name" I want to add all the payments, substract it from the total and return to me the money my customer owes to me.
Problems with dynamic picklist and pull data without using look-up
I have 4 forms: 1)Customer info which has customer info and customerID(customerName + phoneNumber) 2)Customer site - a customer can have more than one site. 3) Consultant info 4) Site info is generated by linking 1+2+3 and it has unique siteId(Customerid+ customerSite) 5) In order form, a) When I input customer name, customer number is inserted using look up and customer id is also generated. b) I want a drop down(dynamic picklist) where related sites for each customerid are listed down when name
Forms customization
Is it possible to customize forms with a free account? If it is, I'm having a lot of difficulty figuring out how to do this.
Deluge Scripting
Is anyone aware of any books which could help me learn Deluge Scripting. I am not a programmer by profession. Thank you in advance.
Adding two additional Roll-Up Potential Amounts to the example online.
The example is located online here: https://www.zoho.com/crm/help/automation/custom-functions-programming.html And it works great! However, I have been asked to see if I can also add the following functions for Potentials to Account fields. We would also,
How to find the signup form from signup forms list?
I have a website developed by someone else. The website has a zoho campaign sign up embedded in the footer. I am not finding the sign up form in the forms list. Is there anyway to identify the form from the embed code?
How to know my current & previously used Website's IP Address?
I am using Zoho & recently I changed my nameservers to Cloudflare. I need to know what was my website's IP address before moving to Cloudflare.
Tell subscribers how you know them
Hi, I was wondering why the message that we added in the box under "Tell subscribers how you know them" didn't appear in our campaign. Note: [Your message will be added to the footers of all your email campaigns] >>> but I didn't see any added message when I run our test campaign. Regards, Catherine
How can i filter my records in the sub form based on the main form field selection
Hi, I am trying to filter the data in the sub-form based on the field in the main form. Can i do the same? Thanks, S
Importing Google Docs
I am trying to import all of my Google Drive files to Zoho Docs - about 500 files. The files are arranged in a folder structure, and I cannot find a way to import all of my files into Zoho Docs and maintain the folder structure in my Google Drive. I am doing this by clicking on Upload/Google Drive. This lists my Google Drive files with a checkbox next to each file to select them one at a time. This would be a very painful process, as I would have to figure out where each files goes and rearrange
Install APP from zoho.com to zoho.eu
Hello, we have account at zoho.eu. With an account created in the EU, can not be login to the marketplace. We created a zoho.COM account and installed app and exported app to .ds We tried an inport .ds file on our EU account. After import the file, the page redirects to the marketplace and returns to the home page of Creator and nothing happens. APP: https://creator.zoho.com/platform/public/showAppInfo?canvasurl=mzxpuwhdg&refererUrl=search%3FappName%3DBasic%2BInventory%2BManagement%26category%3D-1%26limit%3D10%26count%3D1&refererText=Back%20to%20Search%20Results
Durations don't show in Plain task view unless start/finish dates are set
If you set a duration for a task/sub-task, this shows up in Classic mode, but not in plain mode on the task list. In plain mode you can correctly filter tasks by priority, but in Classic mode you can't. This creates an issue.
The 'Quick Learning Series' - Post 22 - Tip - Approval Settings
How to have approval requests auto-rejected in case of criteria mismatch. Steps: Go to Settings > Approvals Select the appropriate form Navigate to 'Approval Settings' > Configuration Select 'Auto Reject' under 'For Criteria Mismatch' Click Save
How do I filter the results on a embedded report using URL parameters?
Hi All, I am trying to create a project dashboard/page that has a few reports that all are filter with the results of that particular project. At the moment I am using a stateless form to change the url parameter of the parameter ProjectID, but the embedded reports do not filter the records to the URL Parameter. At this point I am using the page builder in the new builder. When I embed the report I set the filter to equal the input.ProjectID which auto populates as I have set it as a parameter in
Emails missing from Inbox, Sent Items and Drafts folder
Hello, The past few days i noticed that emails in my drafts folder have disappeared save only for 2. I thought that was weird, until i checked my sent folder, all messages before aug 12 no longer exist. No i did not delete them, i have been with zoho for the past two years. i checked my inbox, the same problem. emails before aug 12, all gone. my emails are ALL business critical. some people i haven't responded to, now i can't find the email. some emails i responded to and need to follow up, i can't
New Features rolled out on June 7, 2018
Importing from MS Access Database using Import Wizard Now you can import data from the MS Access database files you have stored in Local Drives, Web URLs, FTP servers or Cloud Drives right from the Import Wizard in Zoho Reports user interface. Previously MS Access database files can be imported only using the Upload Tool. You can choose a Single table, Multiple tables or write a custom SQL query to fetch the data for importing. You can schedule the import in periodic intervals if the Access database
How to create a Record in a Custom Module based on Multi Selection entry
Hi, we are evaluating whether to proceed with Zoho CRM after the trial and understanding how to customise it will be crucial. Given our various product lines, we would need to track them in dedicated custom modules. Leads will have one or more product lines ticked in a Multi Select field. Upon them reaching a certain Status, a function should create an entry in the dedicated Custom Module for each of the ticked product lines. I understand that this would have to be managed with a custom function,
Concierge?- no your on your own
I was really excited when zoho one came out as we have been a long time zoho using company and we would be finally able to bring it all together. our accounting team thought it would be a great time to try out Zoho Books as we currently use Zoho Invoice and an outside accounting solution. After some false starts and difficulties we had got it all running. zoho books- great no more double entering on our system. being in the uk we have our own tax system, but we noticed that the facility was not on
I cant creat new user. Please help me
My account is enpro.com.vn I have a exist account: dvkh@enpro.com.vn And I want to creat a new account: admin@enpro.com.vn but I cant. Although I stick to steps in website. Please help me
Batch change dates
It would be very helpful to be able to batch change the dates for multiple tasks either within a project or in My Tasks. At the moment when a load of tasks due for the same day are set it takes time to go through and date set each one individually.
Expand/Collapse My Tasks list single button
It would be extremely helpful to be able to collapse or expand all tasks in Classic view in My Tasks by clicking just one button. This list doesn't load very well anyway and this would really help organise this list.
Clone a webform
It would be good if we could have a feature to clone an existing webform. Usually only minor changes are required for a new form to be put elsewhere.
Access denied for IP
To my knowledge we have not set any IP based restriction Still one of my staff get the attached error when she tries to login from her mobile using mobile internet data Please suggest what could be wrong "Access denied from this IP address. Please contact your Administrator"
Help finding VERIFICATION CODE??
I had the unique zb******* website code to verify my domain address; but i need the code again to set up the email to be forwarded. Where can I find the code??? I looked all over the dashboard? I lost it. Please help.
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