If and if statement in formula field
If(Contains('${Leads.Plan Name}','Unlimited 12/1 Mbps'),if(Contains('${Leads.Network Provider}','NBN'),${Leads.Monthly Fee},56.88)) OR If((Contains('${Leads.Plan Name}','Unlimited 12/1 Mbps') And Contains('${Leads.Network Provider}','NBN')),${Leads.Monthly Fee},56.88) To assign a value into the field, there are 2 conditions need to be matched. Can anyone help me out with the formula above?
Calculate percentage field in C5 pages (Dashboard)
Hi, is there a way to have a percentage value calculated from two field values in the new C5 Page builder? I found a panel with a percentage sign but it only allows the regular operations (sum, average, etc.) but not a way to set the two values needed for a percentage. Thanks, Constantino
Fetching user's record
Hi! I'd like to ask if it's possible to fetch records of a specific user (Organization users) like the way a lead/contact/account can be fetched using getRecordById(). Is that possible? How?
Can i build apps with database and chart options
hi, I am new to zoho and was confused whether i can build custom apps with it. MY requirements is like below I want to create page with custom widgets for daily tasks belonging to different category example 1. went to gym yes or no 2. How much protein i ate today . text box 3. how many book pages i read etc text box Then i submit via form so they get saved in database. Then i want to have various charts which can show my progress like 1. Line chart showing when i went to gym and when i missed 2.
Copy Signature field from one form to another on user input
Copying Signature(image) field from one form to another. For our business needs we would like to be able to copy our customer's signature from on form to another. But in trying this using Deluge, it appears this is not possible. Please confirm. The code looks like this, the problem line is commented out. if(Offline_Work_Order[ID == input.Offline_Work_Order].count() > 0) { temp = Offline_Work_Order[ID == input.Offline_Work_Order]; input.Job_Facility = temp.Job_Facility; input.Signer_Name = temp.Signer_Name;
disabled pop and imap
Good morning. I need your support. 1) I can not connect the accounts with the domain www.mueblesdecoenjain.com with outlook. I have entered the options pop and smtp but I can not enable pop or imap access. 2) Nor can I create emails with the point. Example: vanessa.jr@mueblesdecoenjain.com I hope your support.
I can send email but not receive
Hi! i make a zoho email with my domain two days ago. I changed the MX and I configured de DNS of my domain (on namecheap). But I cant recieve messages... I dont know why. My domain points to amazon EC2 with an apache service and tomcat. I dont know if this could generate a problems. Thanks for all :)
Field type "Name" how to input/parsed to the "First Name" & "Last Name" part
Zoho Creator has field type "Name" which consists of 'First Name' & 'Last Name' If pulling a first name and the last name of a contact from CRM related contact, how can this be input/parsed to the Zoho Creator 'Name' field? Here is an example of the deluge code im trying to correct: potIdStr = input.Potential; //***Working crmRelat = zoho.crm.getRelatedRecords("Contacts","Potentials",potIdStr); //***Working input.Email = crmRelat.getJSON("Email"); //***Working input.Name[First Name] = crmRelat.getJSON("First
auto populate from Crm
Hey Everyone. Ive been playing around with this for ages and cant seem to get it to work. im trying to set up an onChange event. so that when a certain field is entered the rest of the form populates from the crm. The issue im having is that the info i need to populate is in a custom module. so far everything ive tried fails and throws an error. I have tried using an integration field but it wont allow me to access the custom modules. Is there a work around for this. Thanks Roland
How to aggregate SUM data using a criteria from a lookup field
I'm trying to figure out how to use the .sum feature when aggregating records, but only for records with criteria Account = Commerzbank This formula works to add up all the Actual Amount field in the Add_Transactions form. input.Balance = Add_Transaction.sum(Actual_Amount); However, I only want to sum up records that have a critera Account = Commerzbank, but I continually get an error that Account is BIGINT and this doesn't work to search for a String. I can't seem to figure this out. Thanks for
FULL OUTER JOIN
Hello Zoho DB team, Does Zoho DB & Reports support FULL OUTER JOIN? It will be great if you could help me to get the following data from Zoho DB. I have two tables containing date and values like: Table A. 1999-01-01 123 1999-03-08 234 Table B. 1999-01-01 21 1999-04-01 456 From these, I want to run SQL to get 1999-01-01 A.VALUE=123, B.VALUE=21 1999-03-03 A.VALUE=234 B.VALUE=21 // As I don't have value for 199-03-3 in B, I just want to copy the previous value here. 1999-04-01 A.VALUE=234 B.VALUE=456
Only 200 subscribers are allow to be selected in search results
We have used other "Campaigns" providers like Sendgrid and Vertical response. When you are building your lists using actual subscribers you search using filters and then you add the resulted subscribers to lists. Actually you can select up to 200 subscribers. It's clear that Zoho Campaigns started small and for small companies, still, it has been growing and adding new features. Today Zoho Campaings compete with big campaigns providers like Sendgrid, Mailchimp, Vertical response, etc... and companies
I can't see my sent emails
I sent many messages the 25th april 2018 but I can not see them in the "sent" file, this is not the first time.
Additional access security for Creator app in iOS devices
Is there any way we can secure the access to the creator app in iOS devices (iPhone/iPads)? Currently the login is only required for initial login and the app will remember user's login details until signed out. Is there any plan from Zoho to make access to native apps more secure (like banking apps - switch to another app / press home button, the app will ask passcode again).
How do I get access to ZC 5?
I am currently old version of Zoho Creator. How do I access to version 5.
Cant no receive emails please help
hello I can not receive emails in this email to unlock my account and free space I thank you in advance contratista3@prodesarrolloltda.com
Sending but not receiving emails?
I recently changed my Domain, I purchased a new one. I kept all of my previous emails and just deleted and added a new domain. The only problem is that I can send emails, but I cant receive it.
Moving uploaded files from one group to another group
Hi, we started using Zoho Connect this week and we like it very much. One question: how can we move the folders and files that belong to one group to another group? It is easy to copy/paste files and folders within a group, but we couldn't figured out how to do it from a group to another. Best regards, Juan
Can we link a record from a report to a view in Zoho CRM
Hi everybody, I have created some lists of customers with Zoho report. We would like to update these customers in Zoho CRM. Is there a possibility to have a link in these lists to click on and go directly on the customer form in Zoho CRM to update it? Thanks a lot for your answers. Have a great day Val
Edit and reply attachments online
Edit and reply attachments online if the attachments can be viewed and edited in Zoho mail. Such as .excel .docx .ppt files. We don't have to download it, edit it, upload it and send it to the sender.
Remove as End User
I can Add as End User, but how do I revoke end user access without deleting the contact?
Workload & Holiday Schemes
Workload Scheme: allows admin user to create schemes and add them later to the users (employees). For example part time scheme, full time scheme. Main reason being; business hours do not necessarily reflect the workload for a particular person, i.e. my company can be open 24/7 it doesn't mean my employees work that amount of time. Holidays Scheme: companies working in different countries need different schemes, so they can be related to specific employees. For example I'd create a Holiday Scheme
Intelligent Triggers can not work
I've written the code for two banners as below, but it doesn't work. If I only use the one of code, it works well. I don't know why. <!-- new Banner start --> <div class="float_layer_hovertree" id="hovertree_float_layer" style="z-index:10001; display: none; position: fixed; top: 185px; box-shadow:1px 1px 10px -1px #aaa; border-radius: 5px; z-index: 10001; width: auto; max-width: 90%; background-color: white;"> <h2 style="height: 25px; line-height: 25px; padding-left: 10px; font-size: 14px; color:
Mail Chimp Authorisation
Hello, I've installed Mailchimp into my CRM program, i am unable to link the two and i'm stuck at this point of the process. I go to click on "Authorise Connector" and it just brings up a blank page. I have tried this on different browsers and computers to no success. I've had real problems with Mailchimp and Zoho over this and still i am unable to find a solution.
email a CRM task to task list
I want to send an email to my CRM task list such the subject becomes the task. And any way to insert the date due from the email? Or perhaps create a custom function which receives an email then creates a task out of it?
Zoho CRM Managemet
We have been using Zoho for 2 years or less and have been entering all of our jobs as leads but, using the persons name as the lead contact. I am wondering, how was the program meant to work? is there someone that can call me live to discuss what the intention of the CRM program is to be used. We now have the same "lead" quoting multiple projects and we are unable to manage follow up.. I am here from Mon- Fri 8am to 5pm EST
Insight into the Business Hour revamp and Email Association with a Deal
Hello Everyone, We are here with our next round of announcements! In today's post we will walk you through two important features: 1. Business hour revamp - Presenting you this existing feature with lot more functionalities that make it even more functional. 2. Link Emails to Deal - Link a deal to its respective email to filter and view only the emails associated to individual deal. Let us take a look at each of these in detail. Business Hour Revamp We have revamped the existing functionality of
The 'Quick Learning Series' - Post 16 - Tip - How to disable notifications for your organization
Now, you can keep email and 'Feeds' notifications at bay by disabling them right when you are adding your company settings. Steps: Go to Settings > Organization > Company Profile Scroll down to 'Notification Settings' and select 'Disable' Click 'Save Changes'
unable to edit cells?
for 3 days i have been unable to edit any cells in any of my zoho docs spreadsheets? any entry or edit is resulting in error messages ' there was a problem with your edit'. None of my documents are functionning correctly? any ideas? one file has already been shared to support but no resolution yet and I need a solution asap
Zoho Mail on multiple devices
In my experience, the free version of Zoho's Email Hosting is not suitable for using a single mail account on multiple devices, as there seems to be limits on the amount of concurrent connections to the IMAP server. And therefore email fetching is not stable. I am looking for a solution to operate the same email box and calendar, on at least three different devices. Is this possible with Zoho, for example by upgrading to standard, pro, etc? Please advice, Thank you.
Zoho CRM and Desk Authentication with ClientID - Scope
Hi all, I have a dude. We have created some Client IDs for some connections we have. When generating the access CODE, that we use to get the final RefreshToken, we have to set the SCOPE. But, once you have created this ClientIDs, how can I know witch SCOPE I set to make the access CODE. I mean, if I don't remember one of the SCOPE of the ClientIDs...how can I know that without recreate the CODE, and the Refresh Code and change this in our projects... I attach a print of some ClientIDs on developerconsole.
Send Email Function
In the old Creator (4), it was much easier to script and email. It seems more difficult now. I was trying to find a flaw in my email routine and it is much harder in C5. If I point to the line number next to the Send Email (Edit), it does nothing on click. I tried to re-create the same making another email script, but found no "Insert Fields" like the old. When I go to </> icon, it does bring up fields, but it is still difficult to enter something on the subject line like "Project: input.Project_Name".
cannot receive email
i cannot receive emails. can u pls. assist.
Logging expenses against a Sales Lead in CRM
Hi, Is there a way to log expenses for a Sales Lead in CRM? Quite often somebody from the team is supporting the Sales Person in doing a demonstration etc and will incur expenses for this work. We want to be able to allow the user to connect the expense to the Deal at any point of the sales cycle i.e. before the sale has been won and converted to a project. Thanks, Atif
Server Whitelisting
Our Service Provider has a very specific software which sends emails via SMTP. However, it does NOT support any form of encryption SSL/TLS. So they need Zoho to get their server whitelisted & allowed to send emails on behalf of tecitl.com. Or we can pay for a customize package that supports un-encryption login, pleases let us know
I’m not recieving emails
I’m not recieving emails on my zoho account. When I tried to send an email from my gmail account to test it I recieved the following message. “Your message couldn't be delivered to shane@greenmindedsolar.com because the remote server is misconfigured. See technical details below for more information.”
Auto Forwarding Stopped for no Reason
The auto forwarding stopped getting to my Gmail. I see the emails in my zoho mail box and forwarding is still enabled. I'm not sure why it stopped. Can someone look into this?? Thanks SM
553 Relaying disallowed
Please fix it asap. admin@socme.in
Conventional email public distribution list?
Can I create a mailing list in Zoho mail? I just want to be able to make a list of email addresses and give the list a name. Then when I type the list name, the list of email addresses will be automatically listed. When I create a group it sends an email to the people in it, asking them to confirm that they want to be in the group. I don't want this. I just want a mailing list so I don't have to add in every email address every time I send an email to that list of people.
Ajuda
Não foi possível enviar a mensagem;Razão:554 5.1.8 Email Outgoing Blocked. Meu e-mail Bloqueado para envio. como faço para retornar ao normal ? Outro detalhe todos email estão indo para lixeira, como faço para mudar isso ? at Hedlei
Next Page