Cliq notifications from a Scheduled Action?
I can create a "Notify via Cliq" notification in a Workflow's "Instant Action" but I can only create an "Email Notification" in a Workflow's "Scheduled Action" Why?
How to sum up total value from a linked module fields and display the total value in one of the field on parent module?
Hi, In sub-form, it has "aggregate field" that can sum-up value within a sub-form. How to sum up total value from a linked module fields and display the total value in one of the field on parent module which is similar to the "aggregate field" function? Thanks,
New Zoho Creator broke functionality in apps?
I haven't made any changes to my app in days but errors started popping up today. I see that the new Zoho Creator is being rolled out and I wonder if it has anything to do with it. My app has become essential to my sales process and now I'm stuck with this please help.
The 'Quick Learning Series' - Post 15 - Tip - How to add reminder for a holiday
Adding a reminder for an upcoming holiday is now simple! When you add a holiday, you can set a reminder so that employees get timely emails. Take a look at this video!
SalesSignals Repetetive Notifications for same Email
I set up the Email(IMAP) and SalesSignals Channel today. First, the system only picked 1 Email from my copany email account and I got 70 notifications for one and the same E-Mail!!! which is very annoying! Please assist!!
SalesSignals Repetetive Notifications for same Email
I just set up the Email and SalesSignals Channel and already got over 20 notifications for one and the same E-Mail, which is very annoying and not helpful at all. Please assist.
Zoho mail - Usage policy question
Hi. Can I use Zoho email to send automated replying emails from my web sites? For example: I have a contact form on my website and I want when someone is sending message from the contact form to be sent from system zoho email, for example - noreply@mydomain.com Is this allowed? Currently I am using the Zoho mail for WordPress plugin and I have all my details in the Zoho developers console and it is working perfectly. I'm on paid subscription on Zoho Workspace. Is this allowed for continuous use or
Out Going Mail blocked
Hello Team, I am not able to send emails. I am getting below error message Unable to send a message; Reason:554 5.1.8 Email Outgoing Blocked. My Email:-marketing@tiits.ae
Mails going out but not coming in
Im having issues receiving mails in one of my users. But outgoing mails arrive just fine.
Custom ZOHO CRM Fields
How can we add custom ZOHO CRM fields in a mail?
Zoho Books with Zoho GST
We are using Zoho Books and really impressed with the feature along with flexibility and control it brings to a small firm like ours. However, after trying out Zoho GST, I was really disappointed in the half-baked approach to this new product Zoho Books doesn't have a way to restrict selected user only to "GST Filing", the user should have admin privilege to get access to "GST Filing", this led us to use Zoho GST in spite of duplicate feature. Zoho GST seemed to be promising, however, there is no
535 Authentication Failed
Hi For some reason I have been hitting the above issue when using SMTP. I have not changed any settings on my side and have stayed away from 2 factor authentication and setting up an application specific password. Any pointers? thank you.
Upload tool with access 2013
Dear Help desck guys. Yesterday I've updated my MS Access to 2013 version (I had 2007) and now the update tool I've been using for more than 1 year does not work anymore. The error screen is attached (also the "db connection params"). Please help me to solve this issue. Kind Regards
Custom Login
How can I change the Custom Login CSS ? is it possible ?
Problem with accents in search
We urgently need Zoho search to be a bit smarter and recognize accents as close variants. For example "Clínica X" should be the same as "Clinica X" (the second has no accent), but right now if I search for the one without accent, it won't show me the one with accent. This makes using search extremely impractical for us. We really need this to work better.
I can send but not receive e-mails
Im new in the platform, the company gave me to administrate the "contact@kittenuniverse.com" mail. I started using it and I realize it can't receive any of the mails that are send to this zoho mail. Someone can help me?
GetResponse subscribers to Zoho CRM Leads by new extension
We've just published new extension for Zoho CRM that helps to import all GetResponse subscribers to Leads module of Zoho CRM as good as campaigns! - set API keys (multiple accounts supported) - map fields - plan a sync schedule - get all campaigns and
Filtering or Selecting a record from a ZOHO Pages view
Hi, I have a custom ZOHO Creator Page view. I would like to filter on this page based on a ID number. Either with the option to select the ID from the list of all records, or to input this number. Any help would be appreciated. thanks
Possible to add an "Exit intent pop-up" ad?
Is it possible to add an "exit intent pop-up" ad? Or any other ad for that matter? is there a forum or website with specific Zoho related plug-ins?
Tip 5: How to dynamically view filtered data on a page.
Hi everyone, A fortnight has gone by, and we are back with a new tip that would help you dynamically create views based on the data entered in a form. The Page builder is one of the most powerful features of Zoho Creator. It helps to represent important information graphically on a single screen. You can create different types of pages that can include various components like panels, charts, reports, snippets, buttons, forms, and embedded links. Now let's look at how you can dynamically filter the
I can't get the sidebar to go away. It is checked to be hidden in the settings. What should I check?
I decided that I didn't want the sidebar anymore on my website. So I checked for the sidebar to be hidden in the site settings. I can't seem to make it go away.
website published but cant see online
After publishing the website i am unable to see oniine and i get below error This site can’t be reached www.curiouscuties.in’s server IP address could not be found. DNS_PROBE_FINISHED_NXDOMAIN Please can anyone help me resolve this issue
No entra correo
Hola. No recibo correos, sólo puedo enviar. Mi cuenta es depfinanciero@freemais.com Somo 4 usuarios y ninguno pueden recibir. El dominio es @freemais.com
I have Wrongly Re-branded my company domain in Zoho Desk- how to Restore to Zoho Desk Default setting
Hello, I messed up my domain mapping in zoho desk can I get help resetting it?
View Streams from CRM accounts
We have integrated Social and CRM but it is only showing streams from Contacts or Leads - our customers are companies (the individual contacts may have different social media accounts) - can we not see streams from CRM accounts when the account has a social profile associated?
How do I create an activation link to be sent to customer to activate their subscriptions?
Hi Zoho Support Team, I have been given a requirement to setup user subscription flow as below: 1. User send a subscription request by phone / email 2. An admin will create customer, and subscription from the zoho subscription dashboard 3. The subscription will not be automatically activated, it will need user action to activate 4. An activation link sent to customer's email 5. Customer click on the link sent to their email, and the subscription started Would you point me the direction to get this
Create Zoho CRM task if no sales order for x days
Hi All Hoping you guys can help me out with this flow. We want to create a flow that assigns the salesperson a CRM task to call a contact if they haven't ordered for X days. Zoho books invoice trigger If no new invoices for X days for that contact create zoho CRM task for the salesperson * if new invoice is created, the delay is reset
Using Articles in Zoho Sales IQ
When using articles in the chat window only articles from one department (>>Settings>>Templates>>Articles) are shown to the website visitor. Is this a known bug? Or is there a way to fix this?
Mail sends
Hello Zoho team how many emails can I send from an account, ie from ism@mundorebel.com to how many accounts can I send an email as for example: mail1@domain.com, mail2@domain.com, mail3@domain.com, mail4@domain.com, etc... see the link https://snag.gy/yK0cwO.jpg thanks
Tip #42: Customize your Business Card View for various modules
Hello folks, As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and useful tip on customizing the business card view today. Tip #42 - Customize your business card view for various modules Each time you click open a record, say during a customer call or a meeting, you don't want to search the entire page for important information. That would make you look unprepared and create unnecessary pressure. The Business Card view in a record's details page
Simplify B2B Payments and Transaction Reconciliation with Zoho Books and Standard Chartered Bank Integration
Zoho Books has integrated with Standard Chartered Bank to enhance the corporate banking experience for our customers in India. The integration brings online accounting and banking under the same platform and simplifies B2B payments, cross-border payments and transaction reconciliation for corporate businesses. Here is what the integration does for your business: Direct B2B payments The Zoho Books and Standard Chartered Bank integration lets you pay your vendors directly from your accounting app.
Confused about email setup and verfications
Hi, I am starting a new business and trying to set up all of the email addresses I would need. For example: myname@companyname.com, socialmedia@companyname.com, annoucements@companyname.com. I am using the free Zoho Mail version to test out the service. I have made the three addresses above with the email admin, and have Zoho mail linked to my company's domain. However, I am running into issues and confused as to how to use Zoho best. For example: I want to use the announcements email to manage my
Zoho CRM Pick List
Data will be flown from Third party application and will be stored in a custom module as records. These records will have product details and attributes. These products has to be displayed with in a pick-list ,with its attributes separately in CRM Deals Module Pick list products along with attributes. or Will it be possible to display the preferred products(customer a product 1,2,3/customer b product 4,5,6 etc instead of displaying all the products) only in the deals module by selecting app product
Invoice Templates custom
is there any possibility to hide item description row in invoice?
Invoice Customization Limiting Item List
Hi! Im using HTML editor for creating customized invoice. I would like to ask if it is possible to limit the lineitem to (for example) 8, and then automatically sends to a next page which continues the lineitem lists. Every page has a maximum of 8 items. If the number exceeds it will automatically be listed to the next page If it is possible... how? Thanks in advance
Zoho Survey Not Moving Past Basic Info Setup
Hi, Trying to create an advanced campaign to use a survey we have constructed. Filling in basic info and saving to proceed to Content page does not work. It keeps refreshing to Basic Info page with the filled in data gone. Been like this for two days now.
Add features galore using Zoho Developer Widgets
When Widgets in Zoho Developer are put to good use, there are no limits to the extent and scope of the features that can be added to a VCRM (Vertical CRM). Mentioned below are some use cases to encourage you to explore the limitless possibilities that Widgets offer. We conduct weekly webinars and training sessions on Widgets. Please reach out to training@zohodeveloper.com for more details.
Special characters are not allowed in Zoho Campaigns/Social Campaigns
Hello I keep having this message when I copy paste texts from Word documents. Is there a way to avoid this? Thanks P
Sub Form
I am enjoying the new Creator 5. I have one question. Is there anyway to move a subform to a single column. When I try it stubbornly insist on occupying all three. Thanks for your time....
How to Add Row to subform via script?
Hi, I have a bunch of itesm in the multiselect checkboxeds eg: 1ft x 24ft = $4.9 1ft x 36ft = $7.3 1ft x 50ft = $10.5 Thes are actually len x width based pricing When the item is selcted in thse checkboxes, i would like to add a row to the subform and pre-fill it with the above values len = 1 ; wid = 24 ; unit proce = 4.9 So that, in the end, the user only enters the (No. of items) in the subform, ... This is to mimise manual error I have set the default row = 1 in parent form & input
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