Subform Data
I am wondering how the data entered in a subform is stored. Is there a hidden table under the hood with a foreign key to the table for the main form, or is it somehow serialized and stored in the main record. I have looked through the documentation for these details, but I have been unable to find any information.
QoL Suggestion: List the Parent Task of the Subtask Both in the Subtask Zoho UI and in Email Notifications
Quality of Life (QoL) Suggestion It would be super helpful to see the parent task of subtask: Somewhere in/on the Subtak's UI in Zoho (see attachment) In the email notification for (sub)task assignment (see attachment) We often have a similar (but not the exact same) tasks that need to be completed across unique webpages (parent task), but there's no quick and easy way to see what the parent task webpage is currently, in Zoho or via the email notification that is sent to the assignee when the subtask
Custom domain email login security
When using a custom domain login (mail.mydomain.net) the login screen itself does not show as using SSL as it does for mail.zoho.com - Is the username and password submitted securely once the information is entered and submitted?
GDPR Cont'd - Introducing Data Subject Requests and more GDPR Compliance Preferences in Zoho CRM
Hello folks, Continuing from our previous post, we are back with some more features for GDPR in Zoho CRM. Handling Data Subject Requests Data subjects can exercise their rights through portal or through email and phone calls. You can now keep track of your data subjects' requests and address them in a timely manner from within Zoho CRM. Go to the Data Privacy tab in the record details page (for GDPR enabled modules) and you will now see a section called Data Subject Requests. When you receive
"Mark as Personal Data" option appeared
Hi Folks, I see that there is now a configuration option on data tables but I can find no reference to it in update notes or in the help section. The tooltip simply says "Specify 'Yes' if the column contains Personal Data, which needs to be handled for GDPR compliance" but doesn't say what it can be used for or what the effect of setting it to 'Yes' actually is. Can you point me in the direction of a release explanation? Cheers, James
Custom button for Knowlarity calling
Hi, I added a custom button to lead module. On click of this button, i am trying to add an event that will open a calling popup on the right-hand side, like as if we click on green call button beside the mobile number in lead module. I added the custom button in lead module but as returning any response from there, it opens a default popup and print that response in the popup. What I want to call my response on click custom button, which is not working. Can anyone help me here?
Domain Verification failed
Hello, Not able to verify domain with either of the three methods. See attachment -
The 'Quick Learning Series' - Post 21 - Zoho People integration with Zoho Projects
Import your list of Projects from Zoho Projects, track time for them and push approved time logs to Zoho Projects. Learn more
Adding new user, send it to invitation list
Hi, Every time I want to add a new user in Zoho mail like ( info@hardandsoft.com.py ) automatically it send it to invitation list and appears in pending status, anyone can help me?
API Integration Basic Authorization postUrl()
Here is my code and I am getting Internal Error for postural() call. By the way, one more thing I want to know how we can use verify_peer to 0(zero) for not using SSL things. What is wrong with my code? void SendSMS(SMS SMSObject) { //CONFIGURATION URL = "https://example.com/send_ack.php"; wbLogin = "wbLogin"; wbPwd = "wbPwd"; wbAccount = "wbAccount"; label = "label"; applicationName = "ADR SMS v1.0"; //BASE64 ENCODING Base64Encoded = zoho.encryption.base64Encode("httpLogin:httpPwd");
Forwarding fails because of the "SMTP authentication is
required" error
Hi. Sorry if duplicated topic, just didn't find the answer in the existed ones. Trying to make email forwarding from zoho account to the external email. Walked through all the steps including external email verification (https://www.zoho.com/mail/help/email-forwarding.html). Now trying to test forward by sending email to the zoho account but getting back the mailer-daemon@mail.zoho.com message with the following text: "The following message could not be forwarded to {external email here} for {zoho
Integration of Affiliate program for Zoho CRM
Is anyone using an affiliate program integrated into Zoho CRM? I want something that can track sales, so I can pay commisisons. Perhaps there is another Zoho module that can do this?
Zoho CRM Phonebridge Integration - UK
We're a UK based cleaning company and we want to digitalise our communications by moving our telephone systems to voip, principally so we can integrate it with Zoho in order to give us greater oversight and control. Logging calls, facilitating sales, easily creating tasks from telephone conversations etc. We also need something that encompasses SMS - at the moment we have mobile phones which we use to mainly contact cleaners / potential recruits - it's very messy so any system that can integrate
Change in GSTIN nightmare. Migration from one Zbooks organisation to another...
Hello there! We are based in India and have been using Zoho books for two years. We recently shifted our operations from Tamil Nadu to Gujarat. With the physical shift came a shift in registration, licences and GSTIN! A Zoho books organisation can have only one GSTIN, and you are not allowed to change it. On counsel from the Zbooks supports team, we bought a second licence and started a new Zoho books organisations. The plan is as such; all transactions relevant to the TN GSTIN are to be registered
Sub-Products (Components) in Inventory Management
Hello, We are a manufacturing business / OEM where we assemble products and sell. Is it possible to have components in the CRM that make up a product we sell which would allow us to see inventory of sub products? Sub products are never sold directly to the customer, yet we need to track their inventory, reorder levels, etc. Thanks, B
Add Confirmation window to Blueprints Transitions
People click Transitions by mistake from time to time. It's once in a while, still in training when you move the mouse over any Transition you know that click it by mistake is hard to Undo. In our case to Undo a mistaken Transition clicked we need to go and create a "temporary" Transition to go back and then delete that "temporary" Transition, which requires to move all records in actual states to the new versions. So, it makes sense a simple "Ok/Cancel" window to confirm the Transition was clicked.
Convert Chats into active tickets
It would be nice to convert a chat into a said active ticket. This would cut down on more tickets and also help the agent better if the ticket and chat transcript is all in one place Shouldn't have to merge the requests together to do this
No puedo crear usuario nuevos ni editar los actuales.
Estimados buen día. En el portal de administración ya no aparece los botones de user details ni user access por lo cual no nos deja ni crear cuentas ni editar las actuales. Muchas gracias.
Do I pay a 1 time fee for the Customer Portal or each time based upon my app?
If I pay for the customer portal once, will that allow me to create a sepearate customer portal for each app I create or will I have to pay an addtional fee for each customer portal for each app I create? SC
cambio de dominio
ANTERIORMENTE TENÍA UN DOMINIO REGISTRADO, ¿COMO PUEDO CAMBIARLO POR OTRO?, YA ELIMINE TODAS LAS CUENTAS DE CORREO , PERO NO VEO EN DONDE PUEDO INGRESAR MI NUEVO DOMINIO. AGRADEZCO SU AYUDA
Almacenamiento
Tengo un problema con una cuenta esta en el 87% de su almacenamiento y no he podido liberar espacio. Ingresé a la cuenta y borré casi todos los mensajes y el cuenta de correo sale que tengo 300MG, pero el espacio ocupado por otras plataformas o dispositivos es de más de 4000MG. La pregunta es ¿De donde borro este espacio que no se donde se encuentra? O ¿Cómo configuro la el correo para que esto no vuelva a pasar?
Recover deleted emails
Preciso que recuperem os e-mails carrefour.marketplace do do dia 29/05/2018 do e-mail contato@mercadodobrazil.com.br
Is it posibble to track users on Sales IQ trought e-mail sents from Zoho-CRM
Yesterday I discovered that Sales IQ is able to track visitors that came from an e-mail sent by Zoho Campaigns. The question is the following. Can I track users that clicked on a link that was included in an e-mail sent from Zoho CRM. If that´s the case: How I should proceed to activate this feature? Thanks in advance. Added: This is crucial for me. Can someone help me with this please?
delete mail from administrator account
Hi, I need delete older email to user account (account@user.com) from admin account (admin@user.com). I search on control panel, but can't see it that functionality, any idea? Thanks.
When I am selecting a section it is also adding to other pages.
When I am selecting a section it is also adding to other pages. I want to take section for the specific page. Another serious thing is when I am deleting the section from other pages it also deletes from main pages. I do not understand what is going on and is this a bug? Is there any solution to you? There is a new problem now. Whenever I take a element it is in every page and when i delete any element it also deleted from every other pages. What is wrong with your system?
Unusual activity
Please help...first i try to set the MX in my server and domain but.when i try to mx lookup several time i got unusual activity. and also I'm not receiving emails. wheni try to mx lookup sometimes it goes to different mail server but...after sometimes it go to zoho...
changig domains and keep features
I'd like to know if deleting the old domain (free plan with POP and IMAP), and adding a new one will make me keep those options or I'll be using the Lite(?) plan (no POP and IMAP support)? Thanks in advance
New zoho mail - reading pane is always fight to the all mail overview pane
in new zoho mail, the single mail reading pane is placed right to the all mail (e.g. inbox) overview pane. Can this be changed via an existing setting, that reading pane is below the overview pane? Thanks!
not receiving incoming mail
Hello, We are not receiving all incoming emails, some of them are being received while others not, I tried sending an email from a gmail account and it was not received. We were expecting many important emails today, and it appears that we are not receiving any of them due to technical issues. I have double checked the mx records and they are all correct.
Creating a YTD Sales Person Performance Report
Hi , I need to know how to create a Sales Person Performance YTD report. How can i go about creating one in zoho reports. Regards Binitha
Functions to return id and update record
The idea is that we want to do the following: 1. We have a data import 2. Function is executed for each record in the import 3. Function gets a Contact_ID based on a different field (our own user_id that the incoming records will have) 4. Function returns the Contact_ID 5. Imported record is updated with Contact_ID I created the function but I can't return any data (says it's impossible with void functions but I can't change it). And in the workflow rules how can I use whatever function returns
Docs preview doesn't match the current file revision.
In ZOHO Docs, I can click on an individual file (a Word doc for instance) and it brings up the preview view. In my case I bring up a file that is at ZOHO version 7, and what I call version 1.5 as shown in the content of the actual file. Since then I have uploaded several newer versions and am now at ZOHO version 9 and what I call version 1.7. However, in the preview view, it still shows version ZOHO version 7. If I download the file and open it in MS Word it shows the correct content, version
Unattended Remote Access download?
I've looked all over and can't find the download for unattended remote access. Could someone point me in the right direction? Best Regards, baxterccd
Tip #48: Some time saving tricks in Zoho CRM
Hello folks, It's time for this week's tip and today, let's look at the Mass functionalities in Zoho CRM that will help you save time by working on multiple records in one shot. Frustrated about doing the same operation on multiple records over and over again? The Mass functions in Zoho CRM come to your rescue, letting you filter a bunch of records using a criteria to transfer, delete or convert all of them or even update certain fields in them. Let's look at some of them with examples. Mass Transfer
'Archive Section' option is no longer available on Boards
I was able to "archive section" in my Boards up until a week or two ago. Did this get moved or removed? I really would like to archive my board sections again. Thank you!
Linked incorrect email address with Office 365
Hello All, I am in the process of enabling Zoho CRM to work within Office 365. I went to the Office 365 app store, and found Zoho CRM for O365, I click get it now, and I associated my Zoho account with a brand new trial version of zoho when I meant to link it with my already existing account. How do I associate my O365 with my already existing Zoho account when Zoho has my O365 email associated with a brand new trial account? Thank you, Dave
There are 2 API request / record skipped from my website to CRM?
Dear All, I have enabled the Zoho CRM API, Today we have 2 website form data missed from website to CRM. I have recheck the data but i did not found any specific this. >>> Is there any downtime between 31st May 2:36am , 2:38am? >>> Is there any possibility to skip any API request, how i recover it? Need More information about that, please some one guide me.
Zoho Desktop Plugin Freezing
Starting about 3 days ago, when I attempt to use Zoho Desktop Plug the application just freezes at "retrieving user details". This is happening on multiple computers. We have to log in through the web interface instead, which is not as convenient. Any idea why this is happening? --Rick
What's the difference between Opt-in...
Hello everyone, What is the difference between the fields: 'Opt-in', 'Subscriber to our newsletter' and 'I would love to be update' ?? You can see these files when -for example- you want to export a list. Thanks! Alberto
Not Receiving Incoming Mail
Hi Support Team, I recently can not receiving any incoming Mail to our mailbox. I have also re-configured MX record in domain DNS setting. Please support this our issue. Thanks,
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