How to include original email after parsing required info from body
I need one quick email filter from Zoho Mail, can you assist? I want to trigger the filter on a new email coming into Zoho Mail. I will filter (I am able to do this so that only "Hapag Loyd" emails come through. This is what I need help with: I need to parse the incoming email body for a Bill of Lading number using regular expression search. I need to assign that extracted value (In this case "HLCUNG11803BPXY6", see * Below) to match against a sheet in Zoho Docs. (Attached) When the matching value
What's New this April 2018 in Zoho Invoice?
Hello Everyone, We're delighted to let you know that Zoho Invoice is celebrating its 10th successful year! We started this journey in 2008, and we've come a long way! Read our story here. Well, we've released a bunch of new features this March too! Read on to know more about the updates! Run Effective Marketing Campaigns A new product in the making? How about email teasers to pique their curiosity? Create a quick email campaign in Zoho Campaigns with the contact details of your customers and vendors in
Localization ignores some values
Hi, we use a localized version of an internal creator app. C5 seems to ignore translated fields on sections, forms and reports. If we write the translations it'll just revert into the "auto" created translation. Fields on forms and reports seems to keep their translations so these works. Can anyone also reproduce this ? - is there a solution on the way ?
Filling data in a subform with a FIELD URL
I can not fill in the data of a subform (URL box) from its input. On add row row.Link_compra = input.Link_of_Mercadolibre1.tostring (); Both fields are URL Do you know what the error is? Thank you!
Hyperlinks/export files don't function anymore.
Hello, I have made same presentations. and i notice that hyperlinks don't work anymore. Also i can not export files anymore. This is been going on for a couple days now. I want to know if and when you can fix it. Thank you! Have a nice day!
Delete a segment
How do I delete a segment from under a mailing list?
Not receiving emails
Hi! I can't receive mail, pls help my mail is Quocthang@cokhittt.com
Simple HTML full-width template?
I would like to send out an email that looks like a personalized email from me - no markup, no design, just a boring email. I can do this in Zoho Campaigns as a text-only email but then I lose ability to do any tracking. Is it possible to just have a simple, no fixed-width design? I can't figure out how to do so. I use 'HTML Editor' view and it automatically converts text to Arial, puts content into a table and makes it center-aligned. This just looks like a commercial bulk email, as opposed
Technician access
I am trying to create Technicians who can access computers on my account. When I invite them I understand they must already have or must sign up for an account. When they do this they have a clean account without my unattended access computers. How do I make them part of my team. Tim
Symbol ^ using the keyboard
We are in Mexico and we need our clients use an Spanish configuration language on windows, so when we connected with them to support and try to type some text remotely, zoho add a "^" symbol as first char. Also, if we need to wrote some uppercase, when we use "Caps Lock" key appears this symbol again and the text in lowercase. But this problem affects our terminals too, if we have a Zoho assist session open, and try to type on our terminal this symbol appears too, so we need urgent help to get a
Form Entries - Additional Record Details ??
Am I missing something on the mobile app, or elsewhere, on how to get additional form details to show up? Like, you know, the Company, or anything other field? How can this be improved ... because as-is, it's mostly useless. See attached screenshot, if needed. I cannot find additional settings like in the CRM app or others. Do more show up after it's approved or anything? Just starting to use Forms tool in a greater capacity. Thanks!
Candidate's statuts on the career website
Hello, I have activated the candidate login function and I realized that candidate can see the same candidates' status as in our back end. Though it is good they can follow up with their application, where it stands and so on, our candidate's status (submit to client, etc...) that we have created on our own, are maybe not easy to understand (it is more internal code). Is there a way to make them see different names of status instead our own's? Regards, Olivier
How to create a Custom Field evaluating a blank date field
I want to setup a custom formula which will convert the difference between dates (i.e. calculate a conversion date). The Formula will check if a Date B exists and if it does return Date A - Date B, else will return Date A - Date C. Date A - Invoice Date Date B - 30 Day Trial Date Date C - Inquiry Date Formula Return Type = Number I have set this up as such: If(Accounts.30 Day Trial Date Setup =! null, (Datecomp(${Accounts.Invoice Date},${Accounts.30 Day Trial Date Setup}))/1440, (Datecomp(${Accounts.Invoice
Telephony-Twilio
Is there a dial pad for Twilio integration so that we were able to make a non-CRM call?
Custom fields
Hi Can I add time only field in CRM, without date, as you can in forms?
Cannot Access Contacts !!!
In the sidebar on the left, clicking on the different options takes me to the proper view, except for Contacts. Clicking there nothing happens. I need to add new contacts and update an existing contact - PLEASE HELP !!!
Cannot Access Contacts
In the sidebar on the left, clicking on the different options takes me to the propper view, except for Contacts. Clicking there nothing happens. I need to add new contacts and update an existing contact - PLEASE HELP !!!
Cannot enable Push / Active Sync
Hi, I created an email account at zoho.com. Now I want to configure my Android device for Active Sync. (Syncing via IMAP works.) I am not able to enable Push for my Zoho account. I tried it here: Zoho Mail >> Control Panel >> User Details >> "My account name">> Mail Accounts tab. I am not able to switch to Mail Accounts tab. There pops up a message: "To access mail account, enable mail hosting for atleast one domain." But I cannot add the domain, I am not the owner of it. Thanks.
SET IP restriction - Zoho mail
Hi I want to set ip restriction for my user when they are in office. And also how it s work from the mobile ?. Thanks
Does anyone know of software which takes geographical data of contacts from campaigns and puts into CRM?
Hi All, I know that currently Campaigns does not 'talk' to CRM and sync the data it receives from contacts, but am interested to know whether anyone can recommend any software which will map geographical data of our contacts from campaigns and put this into CRM with little manpower? Thank you in advance!
Parse resume into a specific candidate
The parsing functionality is great. However many times we create a Candidate before we get their resume. Then we parse it and sometimes get duplicates, because the email in the resume is distinct from that of the previously created Candidate. It would be great to create a parse within the Candidate to avoid duplicates. Both in the main app and in via API
Update Current Account
My present version of Zoho Creator is so old. How can I update it to the current Version?
Automated Series Not Sending to New Subscribers
I have a problem with setting up automated series of emails. I set up a Smart Series with 5 different emails to be sent 2-3 days apart to new users of the mobile app I'm marketing. I have a workflow set up to land new users of the app into a list and then those new users receive the sequence of five emails. It worked fine for the first 23 users; they all got the email. But now the list has over 1300 (workflow works fine) but none of the new ones are getting the emails. I thought that was the whole
Add Sales Orders filter to Accounts
Hey everybody! Is it possible to add filters over the Sales Orders such that you can filter over ordered products / product categories in the entitity accounts? As far as I can see, there is only filters on Deals but it's not possible to filter over certain ordered products by accounts. The same question would go for the reporting. Kind regards from Munich Holger Rupp
How to get Portal ID
I generated the token using the following URL in browser "https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoProjects/projectsapi,ZohoPC/docsapi" Now I call the https://projectsapi.zoho.com/restapi/portals?authtoken={my_generated_token} API but get the following response. Am I missing something in the scope while generating the token here? { "error": { "code": 6891, "message": "Given URL is wrong" } }
Getting portal ID from Zoho Projects REST API
Hello, I have copied the java example API website into an eclipse project (from this link)- https://www.zoho.com/projects/help/rest-api/examples.html After following the instructions for retrieving the portal ID from Zoho's REST API, I still cannot get the ID- This is my URL object- url = new URL("https://projectsapi.zoho.com/restapi/portals/" + parameters); There is no error thrown for the line above, but when it gets to this line, an error 400 is returned- BufferedReader bf = new BufferedReader(new
Context storage to store variables and modify a Page according to ths context
I have included a Stateless Form and a Report inside a zoho creator Page. I want to filter the records shown at the Report with the data introduced by the user at the Stateless Form. To do so ideally I would like to have a context API mechanism that allows to store variables, reload the page and fetch the variables from the context and filter then the Report so to show only certain records. is there such a context API in zoho Creator? Thanks in advance
New iOS Sheet app not working
The most recent iOS Sheet app version launches and then quits. I have to delete and re-download every time to edit an existing sheet. Is there any way to roll back to the prior app version? TIA, -mike-
Client login possible in zogo?
Hi, I have the following process: 1. Customer gets mail with question to login the system through a hyperlink 2. Customer logs into the system and is asked a question. Based on the answer (‘yes’) he is asked to add data (new employee data). When don, he is asked for another employee (yes, then add more data, no, then exit) 3. Confirmation mail to customer about data wntered 4. Mail to new employees with hyperlink to login system 5. Employee of customer logs in and answers a few questions 6. Data
"status": "Failure, Error occurred please contact application owner." when add a record via an API to Zoho Creator.
I tried to add record via an api to zoho creator form, using this link from postman : https://creator.zoho.com/api/info_kedubai/json/booking-form/form/Online_Reservation_QA/record/add?authtoken=*******************&scope=creatorapi I entered the value of each field with form-data in postman. The response status is 200 OK. But the status in the response is "Failure, Error occurred please contact application owner.". But when I checked the database the value is entered to the database. I already tried
What's New in Zoho Books - April 2018
Hello everyone! March was a great month for Zoho Books and we've added quite a bit of new features. How about we take a quick peek at some of them? Convert an Approved or Submitted Transaction to Draft With this update you can now convert a transaction
Date and Time stamp?
Hi Kishore - Is there a date and time stamp on the notes. I'm not seeing it and it would be helpful to see where and when I uploaded or created a note. thanks
Dashboard = Simple math operation on of 2 summarized numbers
Assume there are 2 tables - revenue and cost. Revenue total is the sum of all rows and cost total is the same for cost table. Profit is revenue total minus cost total. How do i do that in dashboard?
Will subscribers receive duplicate emails if they are in multiple subscriber lists
If I create a campaign and select multiple subscriber lists to send it to which have duplicate subscribers in those lists, will the subscribers receive the email multiple times?
When a task is mark completed a personal note will be added
Hi! This is what im trying to do: After I mark a task as completed, i want a form to popup, say... "Task Result" and the user will fill up and submit. Afterwards, the task result submitted will be added to the notes. I tried it with custom workflow and Layout rules, but did not succeed. Is there a way I can do this? How? Thanks so much
Gmail emails are not received
Hello dear friends, I have verified that I can not currently receive emails from gmail. I have tested with hotmail and sending and receiving work properly. Also, there is a client of our business that indicates that he has not received an email that we have sent him. I would like to know if I can access a log to verify the mailing. I would like to know if the configuration I have is correct and what procedures I should follow if necessary. I thank you very much in advance. Greetings.
Variable hours day-by-day on tasks
Hi Is it possible to assign a different number of work hours to a resource for each day of the duration of a task (or sub-task). For example, 2 hours on Monday and Tuesday and 5 hours on Wednesday and Thursday? John
IMAP Settings not seen
I just got a free email under a custom domain - but under settings i do not see any settings to enable IMAP - and does not log in with the settings in Apple Mail as is.
Cannot access inactive account
My business account is inactive as image bellow i don;t know why? it's so important for my organization because i used it for my business
Zoho Mail Account Inactive
After deleting my main zoho account. I reactivated it but when I was creating my alahemalahe@zoho.com mail, the response was username already exist. I tried to log in but the response was email is inactive. Now my question is how do I activate my account because I want to use the same user name. Please help me.
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