How to nest forms within forms (not subforms)?
I tried using subforms already, but they force you to list everything horizontally, causing an unacceptable amount of scrolling. I need the exact same functionality as a subform, but with a vertical orientation. Can it be coded manually?
Repeating Lookup Field Values from Last Form
Is there a way to repeat lookup field values from the last form I've just added? For instance, I have field A, B, and C. I would like to submit a form where A is going to have the same value for the next 16 forms, B is going to change every 4 forms, and C always changes. In any case, if the value from the last form repeated into the next, it would save me a lot of time. Thanks.
How do I install Sumo on my site
Hello Zoho Sites team, I recently signed up for the popular marketing platform Sumo.com To complete the sign up process they asked that I paste some code "before the body of your HTML". Please how do I go about this? Thanks
Bounced and multiple emails
Some of my sent emails are bouncing back while others are being sent multiple times. Any idea how to resolve these issues?
Sum values that belong to the same record
Situation: We have 2 modules inside Zoho CRM, Clients and Transactions. · Clients: All the customers of a company. There is a related list that displays all transactions performed by each client on the appropriate client record. · Transactions (Custom Module): All the transactions performed by those clients. Challenge: From a List View, When filtering transactions Zoho CRM is unable to group or sum the numeric values for the same customers. Examples: · Example 1: I want
Tip #37 - Leave no stone unturned
Hi folks, We are back with a quick tip about executing Workflow rules based on lead scores. If you think you missed any of our previous weeks' tips, you can read them here. Tip #37 - Leave no stone unturned. If you are already using scoring rules to score leads and prioritize them, chaces are more that you give top priority to the leads with good scores. Leads with less scores get the least attention. But what if some of these leads that you thought were less valuable are slowly picking up? What
Employee Dependents
I notice that it's not currently possible to change the list of "types of dependent" in the employee record. Since the list is rather short, and doesn't even include the ubiquitous "Partner" we would like to see this changed.
Tip #21: How to sort your Tasks based on due date
Get a crystal clear view of your Tasks using the sort option in Tasks. You can now sort the task based on the due date to prioritize and manage them in a better manner. Hope this tip will help you to manage your Tasks more effectively. See you next week with yet another interesting tip!
Avaya Integration
Hello, We already have an Avaya product called AACC, is there a way to integrate it with ZOHO CRM ?
User added set of fields ...
I'm trying to develop a tool for our factory to organize product requirements, data from product tests and then a report compare the requirements against the test data to see how much of a variance there is. I think I need to create one form to log the product requirements, then a second form for logging the test data, and finally a report comparing the two. All of the data can be gathered via regular fields, but I need the user to be able to add sets of fields based on the specifications of the
Your message did not reach some or all of the intended recipients
hi, regards to my subject above and my attached file, please solve this problem for outgoing emails ASAP on my two address emails as below: m.mokhtar@slogan-eg.com sales@slogan-eg.com thanks in advance.
Browser not updating conversations and status updates
Using the chrome browser, we've noticed that some users (including myself) are not getting chat messages or seeing status updates unless they refresh the page. Some of them even complain of this happening in the mobile apps as well. Please help as this is really critical for our communications.
Mailgun emails are rejected by Zoho
It used to work in the past, but only now I found out that emails are not coming through any more. According to the logs from Mailgun, the messages are rejected by mx.zoho.com with error code 541 and message "5.4.1 Mail rejected by destination domain". I have checked my Zoho spam settings and even tried white listing the sender domain without success. Please help!
Error: Unable to send message: Reason 550 5.4.6 mail rate exceeded limit
Do You have a permanent solution to this? It's very annoying when it happens regularly, and we have to unblock it every now and again. Is there some setting to permanent unblock this? it is used for activation purpose and not bulk mail.
Cannot receive e-mails
Hi, I'm testing my mail support@tikitakastore.com and It seems to send/receive e-mails from some accounts but not others. For example, whenever I try to recover a password from my account in some other website and I put support@tikitakastore.com it order to send the verification e-mail, I never get it. I'm also testing sending mails from here https://putsmail.com/tests or https://www.mail-tester.com and I never get those mails either. Thanks in advance, Daniel
How to retrieve list of notes using Zoho CRM api?
I've 7000 leads in my Zoho CRM. Some leads may have notes and others may not. I'm using below api to retrieve notes: https://crm.zoho.eu/crm/private/json/Notes/getRelatedRecords?authtoken=mytoken&scope=crmapi&fromIndex=1&toIndex=200&version=4&parentModule=Leads&id=27304000000221637 For every leads, I've to call above api to retrieve notes. My api calls count per day is 5000 which is not enough for me to call all my 7000 leads. The limit gets exceeded once I setup app for first time and couldn't use
Custom Function: Create New Contact
I'm trying to use the following code to create a new contact, but it's not copying over "First_Name". Any obvious reason why not? custinfo = zoho.crm.getRecordById("Estimate_Forms",custid); time = custinfo.get("Created_Time"); mp = Map(); mp.put("Last_Name",custinfo.get("Last_Name")); mp.put("Fist_Name",custinfo.get("First_Name")); mp.put("Contact Owner",custinfo.get("Owner").get("id")); mp.put("Phone",ifnull(custinfo.get("Phone"),"")); mp.put("Email",ifnull(custinfo.get("Email"),"")); mp.put("Mailing_City",ifnull(custinfo.get("Job_City"),""));
CRM Down
Is anyone else having problems with their Zoho CRM. All I get is a black screen with the logo in the middle.
Custom function to change status of ticket
I apologize if this got double posted... Hello! We're in the process of trying to replace our existing ticketing system with Zoho Desk. One of the issues I have is that my environment has a few "agents" who are heavily dependent on email to respond to and create tickets. We seem to have gotten down the process of creating and answering tickets via email, however, I can't seem to "close" a ticket from email. In previous tools we've tested, you could put something like #CLOSED# at the bottom of
Adding subtasks to the Task Manager
It would be great if we can create relationships between tasks as main task and child task in Zoho Connect. Thanks for reading this!
Zoho Meetup 19.April 2018 in Berlin
Besuchen Sie uns auch diesmal beim Zoho Meetup in Berlin. Weitere Infos hier: https://www.soell-vertrieb.de/zoho-meetups.html Themen u.a. Neue Features - CRM 2018 Lernen Sie die neuen CRM Tools uns stellen Sie Fragen an die ZOHO Experten.
"Attention" field not showing on Invoices
I have several customers that require me to put specific names in the "Attention" field on their invoices. I am putting this information in the Contacts\Edit\Address\Attention field (see attachment top). This field shows up on the "Overview" tab (see attachment middle). However, this does not show up on the invoice (see attachment bottom). Please help!
Making email addresses clickable in a Creator form view
Hi folks, New Creator user here - I'm building a client management system for a small charity in the UK. Loving Creator so far. This is my first hurdle: I've created a 'Client View' form with a lookup field to pull in details from a master form containing client data, and display the data in other (disabled) fields in this form. Here's part of my Deluge script: temp = Client_master_form[ID == input.Client]; Date_of_Birth = temp.Date_of_birth; input.Postcode = temp.Postcode; input.Email = temp.Email;
Mobile CRM app has right Date and tasks due, but wrong day.
It is Monday Feb 5, 2018 and my desktop is on track with that, but the Mobile app (which I uninstalled and reinstalled to try to correct) has always been a day behind. It claims today is Sunday Feb 5, 2018 basically. I thought this was a timezone or calendar issue but have not been able to correct it. Everything else seems to be working, but this has been a problem since I signed up a couple weeks ago.
Email sending works but not receiving
HI I am able to send email but not able to receive email. My web server is in the digital ocean. I have also added mx records.
Zoho Flow with Google Apps
Hello my friends, we are having a lot of problems trying to create a flow that starts in a custom app that has a form that receive client contact email and creates a contact in zoho books, them email the clients with the provided contact info and client ID, when we try to integrate Gmail Bloc to it the flow is not being executed, also happens with google sheets, the flows are not being triggered when a google block is in it, we checked and the flow is on, we migrated the domain email to zoho email
Accessing Cliq Database REST API through a direct non-HTTP API
Is there an internal Cliq API to access Cliq Database? https://www.zoho.eu/cliq/help/restapi/v2/#cliq_databases
Not receiving emails
Hi, We shifted hosting our domain 'somethingfishy.in' from GoDaddy to AWS and added the MX records in the AWS yesterday morning but it hasn't propagated yet. We haven't been receiving emails for the past few days. Please do let us know the solution asap.
organize issues by product
We are a software company with several products (4 to 6): what is the way you suggest to manage bugs in our case. Apparently we can't view a list or a Kanban of issues accross different projects. And Also I've been told that you don't have modules anymore (it was a possible solution to organize our bugs according to products). what is the alternative for us. because as a manager I can't possibly do my job if the issues are only visible within their respective projects, I can't assign them if I don't
Download Customer Id in invoice
Hi Zoho Books Representative, we have a problem with the platform and don't know how to solve it. >Our clients have a specific ID in our DSP and we would like to have it shown when we download all the invoices month to month. The problem is when we add
Webforms Zoho (Contacts/Lead)
Hey there, new to Zoho. I am the webdeveloper for a company which wants to integrate their webservice with zoho CRM. I am not able to figure out where the data is going to be displayed on the zoho CRM which was sent by the webform. I created a webform for contacts and integrated it locally on the page. I tried some sending some dummy data to see if everything works as expected, but somehow I am not able to figure out how to activate or how to find/display the data I had sent. Help is appreciated.
Trello cards → Connect tasks
I just "discovered" ZOHO-Flow and I am enthusiastic about this new tool! However, when setting up a 'flow' between Trello and ZOHO-Connect it does not seem to work. The set-up seems rather logical, straightforward and easy and therefore I cannot imagine I went wrong somewhere: A new card in a specific list on a specific Trello-board triggers a new task in a specific list on the board of a specific Connect-group. When I test the flows (in the Flow-app) they seem to be working fine! But there is 'no
3rd Party Mail Client with Tag/Catagory Support
Having come from Outlook with my last employer, I put together a pretty good system of organizing my emails using the categories. I figured that Zoho tags would pretty much fit the bill for this, except it seems that there is no way to sync them with any mail clients that I can find. Can anyone point me in the right direction of a mail client that supports bi directional sync of Zoho mail tags?
Bug tracker custom fields in API
I am using custom fields in Zoho Projects Bug tracker. How do I get the data for those fields via API.
Unable to create group email - bringing permission error
Hello, whenever am trying to create a group email for my business email saeedmusikgroup.com this is the error i get You do not have permissions to create this account in Zoho Mail. Reach us at support-as@zohocorp.com for further assistance. please how can you help me fix this. thanks
Hi Recover deleted emails
I have an account that has been deleted. But I need to retrieve the emails.
Integration Salesiq and CRM
Hi, i' using CRM Plus and I do mass mailing through Zoho CRM. I want to create a field in the contact module that show me how many times the contact click on the link in the mail. In Salesiq tab of the contact, I can count the number of visit but I want to make it simple and show the total number in one field How can I do that? Thanks
Attachment to the email template not getting sent when multiple invoices are sent
I have an attachment in invoice notification email template (please see the screenshot). It is a newsletter that I'd like to send to all customers with invoices. But when I select multiple invoices and click email icon button to send them it sends emails without that newsletter attachment. But if I select only one invoice and click the email button it sends the attachment. Is this a bug? Thanks and regards Kush
Tip #4 - Status Timeline
This week let's have a quick understanding of the interesting enhancement in Zoho Sprints. Did you happen to see something called 'Status Timeline' in your work item details section? - Yes? - Then you are ready to know what it actually does. No? - Quickly navigate to your work item details page and click Status Timeline from the top navigation bar. What does it do? Tracks the time taken by a work item to move across statuses on the scrum board. It also helps you know the number of days the
Used the "email status" (Sent, Open, Bounce, etc) to update other field, send another email, take any business decision, etc.
Hello, in our business we considered the "email status" as a big big important value because we can configure and automatized a several business rules (workflows and custom function) based in each status across the time but I can't see the way to do this. Y have the "wonderful" surprise (see the irony) when I ask for the "support" people of the CRM and they told me "you can put MANUALLY the value in other field and configure a workflow or other things that you need. I ask them for a automatization
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