Enterprise Gantt Sorting
Hello, My organization has just upgraded from Premium to Enterprise in order to get the cross-project reporting and gantt charts. When I view the enterprise chronology or milestone gantt, it seems that the default sorting is by milestone end date. Is there a way to sort these reports by project name, milestone start date, or by other fields in the chart? I can see that the chart can be filtered on a number of fields but I can't figure out how to sort. Thanks! Jared
Uploading photos via published Mobile Form - Forces Zoho log in screen
My users have been experiencing this random error for the past couple years. Not sure what causes, did not happen for a while but recently have been getting reports of it. Essentially I have users submitting data via a published mobile form and when the user tries to submit it will force the Zoho login screen and subsequently the user loses all the information they were trying to submit.
The New google Chat
So we just got the New Google Chat with "bots" - please tell me Zoho CRM is looking into a "bot" for this - the ones i'm playing with so far are awesome.... Thanks!
Disable or edit permissions for events
I want to restrict users from being able to access the new events button? Basically, not allow a user to add a new event. Is this possible?
can we use zoho e-mail as zoho exchange?
we use zoho as an exchange in office 2016 but we have many serious problems such as we can't receive e-mails or receive only in mobile app
Zoho API v2
Buenas, no se si estáis ya trabajando con la versión 2 de la API (con oAuth2.0 y nuevos métodos). Nosotros estamos empezando con ello y nos damos cuenta de que ha menos métodos que en la versión 1. Eso es así? Es decir, ahora hay menos opciones de hacer búsquedas que en la versión 1 (en la v2 el search tiene sólo dos opciones de operadores, con los que no se puden implementar todas las búsquedas)? Me extraña no? Saludos.
iOS App Update
Hi fellow Maadirs, when is the iOS app of Zoho Books receiving an udpate. I'm anxious to have the inventory included in item details, which was supposed to be included in the next update: https://help.zoho.com/portal/community/topic/zoho-books-ios-app-lacking
Methods in CRM API v2
Hi, we have some integrations with CRM API v1, and we have realised that this version is going to be deprecated. So, we are thinking on moving to CRM API v2. But, we have seen that there are less methods and search options to make queries to our CRM. How can we do the same as in the API v1? I mean, advancec searchs, queries for many modules,... Thanks in advance. Best regards. Gorka.
CRM API advanced searchs
Hi, how can I search in zoho crm modules in an advanced way with API v2 (oAuth). searchRecords and search methods hava some limitations: * maximum of 5 criteria * equals and startsWith conditions how for example can I make a search with: somefield not equal "Somedata" this is an easy example, but, there is no way by API to fetch full queries like in the web environment? For example, I have found many examples with Creator API with much more options in doing filters. Thanks in advance. Gorka
Webhook
I want to send info to a webhook of google chat (new product of google) Could you help me with steps to make this? Thanks
new Folders
I'm trying to add a new folder to my inbox and it won't show up yet if I try to make it again it tells me it is already there? Where is it?
Integration between Desk and Project Bugs
The Integration with Projects from Desk is great but a couple minor changes would really enhance the user experience. 1. Make sure you can see which tickets have been assigned to a Bug from the Desk Views 2. Integrate new Projects to desk automatically. 3. Integrate the language change in Projects into Desk. If Bugs has been renamed in Projects, Desk should reflect the same name change and icon used in Projects. If anyone has a solution to these 3 points, please share them.
Print Checks
Hi I am trying Zoho Books, and I think in some areas is better than QB, however it will be great if it allows us to cut checks from the software, add number to the accounts, make sub-accounts, and group expense Big fan of Zoho Books here....
Cannot Receive Zoho E-Mail In MS Outlook 2012
Receiving' reported error (0x800CCC92): 'Your e-mail server rejected your login. Verify your user name and password for this account in Account Settings. The server responded: -ERR Authentication failed.
emails are falling in the quarantine
We have had problems receiving emails from the domain btgpactual.com, even after adding it to white list, the emails are falling in the quarantine. Can you help me?
How to increase storage for user
Hello, I have a user in my domain that has only 5GB of storage, my subscription plan is 10GB, how do i assign 10GB of storage to that user? (User account: supervisiontecnica@alradelsur.com) Bstt Regards
Send and Recive error
We cant send and revice email from external domains..please tell the solutions ASAP
Unusual activity detected from this IP. Please try again after some time
Hello, I come across the error message in Control Panel. Unusual activity detected from this IP. Please try again after some time and i cannot create any more users We are an IT company and we provide service for another company Please unlock us.
Importing Quotes from Sales Froce
Can you import quote data from Sales Force when doing a migration? If yes, what's the process.
To Send Email for Job Opening without associating candidates
there should be an option to send emails to candidates without associating them to a job opening. as sometimes we only have the email address of candidates. thanks ayaz raja
iOS Assist Client Screen rotation...
I am evaluating Zoho Assist "Customer" for Remote Sessions on iPad. One of the issues we have right now is that Zoho Assist assumes a Portrait orientation when the Technician is viewing the Client screen. Is there a simple solution where the Technician can rotate the view as our mobile app runs in a Landscape orientation? The best option would be for the Assist Customer app to be aware of the screen orientation on the client side and update the Technician side. An easy fix would be to add a view
A second form to add new data to a report
I'm looking to create a second form that when submitted with add that information to an existing report. For example I have a From & Report call Perspective_Clients. In this form our users add customer information that was submitted over the phone. We now want to also open a web form, to allow customers to register online and be added to the same Perspective_Clients database. Would I use a stateless form? Or would I modify the form "On Add"? Thanks!
Can I use OAuth2 to get user's zoho email?
Our company has a site with authorization ability. Everyone in company has his own zoho account, so I decided to make authorization on site through zoho. Now I found this solution (very bad, but for example) using ZohoCRM API: On login page of my site user clicks link https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.READ&response_type=code&redirect_uri=http://mysite.com/oauth2&client_id=<my_client_id>, give access for reading ZohoCRM users information and returns to http://mysite.com/oauth2
Lead Assignment Automation
Hello, I am looking for a way to assign out records that already exist within Zoho to my reps. What I currently have setup is after we send out an email campaign and someone interacts with the email I manually assign it to one of my reps on the floor which can be time consuming based on how many people interact with the email (generally more focused on clicks). I thought I would be able to automate this process with the round robin assignment that is native to zoho but that is only for record imports
Importing interest survey data into CRM
Hi there, I want to create a very simple product survey and find a way to automate the data gathered from each survey into our CRM database. Does anyone have any tips on execution or what I could use to do this? Was thinking of creating some sort of google doc or excel sheet. 1. Create a product survey with a variable where the survey taker will enter in their name (name is required). Each question is a simple "Are you interested in this Product X?" Yes or No 2. Once the survey is complete, it will
Performance Enhancements to Search APIs
We recently detected a few performance issues that were caused by the inclusion of inessential information in responses to search APIs. In particular, ticket search APIs returned not only the custom fields in a ticket, but also the ones related to the contact in the ticket. Similarly, contact search APIs returned not only the custom fields related to a contact, but also the ones related to the account associated. This inclusion of non-vital information led to performance issues in tools that employed
What's New in Zoho Books - March 2018
Hello everyone! February has been one amazing month with a lot of new features and enhancements being added to Zoho Books. Let's take a quick view at all of them. Enhancements in the Banking Module We’ve introduced the option to view all the matched transactions,
Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter || 4600
Hi, I'm trying to use the example of insertRecords Method for new contact, using POST. https://crm.zoho.com/crm/private/xml/Contacts/insertRecords?authtoken=my_xxxToken&scope=crmapi &newFormat=1 &xmlData= <Contacts> <row no="1"> <FL val="First Name">Scott</FL> <FL val="Last Name">James</FL> <FL val="Email">test@test.com</FL> <FL val="Department">CG</FL> <FL val="Phone">999999999</FL> <FL val="Fax">99999999</FL> <FL val="Mobile">99989989</FL> <FL val="Assistant">John</FL> </row> </Contacts> and I
reset phone number
hi - my connection timed out before I could verify my mobile code text. now it won't allow me to use that number on my account - it says already in use how do I reset and get a new code to use?
What does Exceeded Maximum Allowed Authtokens mean?
What does Exceeded Maximum Allowed Authtokens mean? I have a user who is receiving this error message when he tries to log in to Zoho Docs.
Mail certificate error
HI, All the day I can't receive messages on ZOHO mail using Outlook POP3 over protocol because it asks for certificate and keeps asks for mailbox's password. Any ideas. PS: IMAP protocol is working fine. Thank you
[ Announcement ] SalesInbox : Now more accessible.
Hello everyone, We have made a minor update. Earlier, SalesInbox used to be accessible only from the top-bar inside CRM. Now, we have shifted the location of SalesInbox to the product navigator bar(left-side) and grouped it with the rest of CRM Plus products. We believe this update will make SalesInbox more visible and accessible.
How long will email service be down?
How long will email service be down?
Introducing 'Campaigns Community Meetup' in Chennai and Bengaluru
Hi people, We have some good news for you all. We are happy to be launching our first Campaigns Community Meetup in Chennai on the 16th of March, 2018. There will be a subsequent meetup in Bengaluru on the 5th of April, 2018. You're invited to "Build your brand and drive more sales using Zoho Campaigns," a session of product presentations and key networking opportunities. On attending, you can: -> Get a better understanding of Zoho Campaigns' capabilities. -> Engage with peers from your city and
My Domain architecture.ga was blocked when trying to add it.
My Domain: architecture.ga came up with a error when I was trying to add it to ZoHo. My domain will be for my Architecture Community / Architects Community. I wanted to add it to ZoHo so that I could get a email address associated with it. Please could you be unblock my domain.
Is it possible to customize Agent Login Area
I am curious to know if we have the ability to customize our portal for logging in to Zoho Desk? Right now it has a basic simple form with our company name on it. I would like to customize it with out company logo and perhaps other features.
Formula assistance for checkbox
I have a Date field that is pre-loaded. I have two other date fields that must be updated within 7 days of the pre-loaded date field. If this does not happen, I need the checkbox field to be updated to true any help is appreciated
get event by ID: no RELATEDTOID nor SEMODULE
Hello! We are facing strange problem: when we look at the event on UI we see that it is attached to a Lead. But when we load this event over API then response does not contain reference to the Lead (no RELATEDTOID nor SEMODULE fields are present in response). Could you please, explain why is this happening? thanks, Anton
TXT Record
Hi experts! I'm hoping someone can help me out and point me in the right direction. I have a domain registered with Google Domains, a Zoho Mail account, and I'm setting up a MailChimp account. For Zoho, I verified my domain name and set up MX, SPF, and TXT records under my DNS settings for Google Domains. All is well. When setting up MailChimp, it wants me to Authenticate my domain name by creating the following DNS records: DKIM: Create a CNAME record for k1._domainkey.MYDOMAINNAME.com with this
Can`t add or delete user
Hello, please help! can`t delete or add users to my organization via control panel, no active button(screenshot attached). Was able to add users via mobile application Zmailadmin but after I had reached 10 users it tells me that max user license limit reached please upgrade. And when I am clicking on upgrade button it redirects here https://mail.zoho.eu/cpanel/null (screenshot attached). And I can`t delete any user. Also, no active button to customize organization logo (screen attached) Thank you
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