Multiple Reports in Record Summary
I'm using Zoho Creator to build a contact database for my organization. I've managed to create forms for both our contacts (with contact information) and another form with their order history. What I'd like to accomplish is when accessing the contact database report that the summary record include both their contact details from the first form as well as a log of their order history. I'm currently unable to combine these elements, do you have any suggestions? Thanks! Hannah
For agents by the company
hi, would like to know that, does zoho can track my field agents (200+) based on their sales? thank you Ameer Ehsan
Tip#27: Global Add
There are always some impromptu situations where you’d want to add new projects instantly, add tasks in project B while you’re in project A, file issues immediately when they occur, log timesheet while you’re incessantly working on tasks or issues and so on. You can easily handle these situations using Global Add. Add tasks or any modules to the desired project by simply clicking the global add button. Global add is instant, saves time, and is easily accessible from anywhere in Zoho Projects.You
Territory & Group Management
Hello, Is it possible to track sales pipeline Territory or Group wise? If so, is it possible to generate standard reports for all groups/territories and for individual group/territory?
Zoho CRM v2.0 API cURL
Hello, I am using the Zoho CRM v2.0 API's to insert new leads. I am using it in Wordpress and here is the below curl Request that I am using. headr = array(); $headr[] = "Authorization:Zoho-oauthtoken secretTokenHashed"; $headr[] = "Content-Type:application/json"; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, "https://www.zohoapis.com/crm/v2/Leads"); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1); curl_setopt($ch, CURLOPT_TIMEOUT, 30); curl_setopt($crl, CURLOPT_HTTPHEADER,$headr); curl_setopt($ch,
An Introduction to Widgets in Zoho Developer
What are widgets? Widgets are embeddable components that enable you to incorporate new functionalities into your CRM and extend the feature set of applications. Widgets provide contextual information from third-party software alongside your own application data. What can be achieved using widgets? Integrate third-party applications with your CRM software, eliminating the need to rely on different systems for information. Work in tandem with your application data and real-time data from a third-party product.
Setting a Default Field Value
Is it possible to set a default value in a module? For example, I enter leads into the database for someone else, and would love to be able to have Zoho automatically assign them as the lead owner. But I would also need to be able to select the owner if it was another sales person's lead. I imagine that there will be other fields that companies would like to have a set value for, such as if they predominately work in their own city, or if they are actively pursuing leads in a specific industry.
Shipment dates
We process our sales orders by shipment dates so it's important they are accurate. We achieve this by sending the SO details to Google Calendar & making any shipment date changes in the Calendars which updates the Sales order through the api or we amend them manually in Zoho. The problem we encounter mostly is that Sales orders can contain more than 1 package which are booked for shipment on different dates. Once the first package is shipped, we can no longer amend the sales order shipment date !
Recover deleted mail from Sam
Hello i have just deleted a very imortant email order from my customer from 30 mins ago can you please recover them back ASAP
New features rolled out on 13 March, 2018!
Zoho Campaigns Advanced Analytics We at Zoho Reports are very happy to announce the release of Zoho Campaigns Advanced Analytics connector. Zoho Campaigns advanced analytics integration powered by Zoho Reports enables you to easily analyze your email campaigns and derive great insights. Product marketers and analysts can slice and dice their campaign data and derive key campaign metrics such as campaigns trend, conversion rate, click rate, open rate, unsubscription trend and do much more. Zoho
iOS notifications not pushing
I have a small group and one of my guys is not receiving any push notifications on his mac desktop app or on his iOS device. He's in another state, unfortunately, I can't troubleshoot it myself, but as a stakeholder, it's important we get this figured out. We have tested on web-based, desktop and mobile, all settings are enabled, and none are allowing push alerts. Please review and advise ASAP. Thanks. Best, --b.
Event registration emailing campaign
Let's say I want to set up an event registration campaign using Zoho Campaigns. What's the easiest way to do that ? Can I do it using Zoho Campaigns and Zoho Forms ? I want to be able to follow up with people registrations in Zoho CRM (already connected with Zoho campaigns) Thank you
Private Link Changed
We have 100s of dashboards and use a private link without login to display on our internal websites. Many of them no longer work and when we look at the private key without login, they are different today then they were last week. How do I determine how this occurred and can we change it back?
Wrong sender address when using PHPMailer to send email
Hi, I am trying to use Zoho SMTP to send emails with PHP Mailer. The from address is configured as support@tegimus.com but in all the emails sent, the sender address is being shown as tegimus@gmail.com. Searched through a lot of articles but couldnt find this specific issue. My configuration for PHP Mailer is as follows: $mailer = new PHPMailer\PHPMailer\PHPMailer; $mailer->Host = 'smtp.zoho.com'; $mailer->SMTPAuth = true; $mailer->SMTPSecure = 'ssl'; $mailer->Port = 465; $mailer->Username = 'support@tegimus.com';
Unable to add zoho account to gmail SMTP only
Hello, I'm trying to add my zoho mail account to gmail, for sending email purpose only. I tried the following settings smtp: smtp.zoho.com ssl 465 -> Authentication failed. Please check your username/password. Server returned error: "535 Authentication Failed , code: 535" smtp: smtp.zoho.com tls 587 -> Authentication failed. Please check your username/password. Server returned error: "535 Authentication Failed , code: 535" I get this message for all 4 of my accounts Is smtp service offered to premium
Reimbursement Language for Non-Reimbursable Expenses
I'm reviewing Zoho Expense for implementation in our organization. One of the things I've noticed is that even though a purchase is marked as non-reimbursable there's still reference to your "claim for reimbursement" or "Awaiting Reimbursement" for non-reimbursable language. Is there any way to modify that? At least on the emails that reference "claim for reimbursement"? If I'm simply tracking a purchase and capturing the receipt it's not a reimbursement if I'm using a company credit card. I don't
We are not getting our emails today, including one order for about $10,000 of merchandise.
Mails not getting through today 3/12/18
Unable to send message
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Unable to send message;
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Adding Domain restricted
I am trying to add a domain name but every time i try i get a message telling me that it is restricted and to contact support. Please could you help?
Stock Reconciliation notice
A better explanation would be appreciated & an option to dismiss the notice if we're unsure maybe ?
Feature to enable App Notifications for Events ONLY (So we don't miss important meetings)
**The ability to be notified/reminded of upcoming business meetings (events) WITHOUT all the other notifications. I've missed a couple of meetings which I've put into the CRM because I have the mobile app notifications turned OFF. I have it turned OFF because I don't want to received notifications all day of tasks etc... (especially when I am in front of my computer all day so I get the notifications there). Would this be possible?
EAS Doesn't sync all e-mail (Outlook 2016)
Hi I'm having troubles using zoho mail with EAS Support @ outlook 2016. My e-mail doesnt sync well. Sometimes it just "forget" to sync some e-mails i've received. Screenshots Added. My outlook synchronization seems to be complete. Could you help me?
Convert lead to new contact ALWAYS
Id like my workflow conversion of leads into contact to not "update" and only "duplicate" (ie - always create a new contact. The convert lead to contact button reads "If a Lead's email matches an existing Contact, instead of creating a new Contact, we will add it to the existing one. Similarly if a Lead's company name matches an existing Account, we will add it to the existing one." I want for the lead to always create a new contact. How do I do this? Thanks :)
Recover Emails Deleted From Trash
Hi i accidentally erased all the emails from the trash folder. Is there any way to recover them? Thanks .
None of my flows are working
Hello my friends, we are really strugling here to advance in our projects but we have this bug problem, once we create our flows we test them, (a Zoho Form connected to Zoho books in orider to create an Contact from the form) and it works awesome, but when we add a mail block (Gmail or Zoho Mail) to send an email confirmation to the client with some fields like Contact ID, all the flows stop working, they are not being triggered, so we have to erase them and all the connection and start again, we
recuperar email
Bom dia, no dia de hoje 12/03/2018 minha colaboradora excluiu alguns emails de forma indevida, existe alguma forma de recuperar estes emails, pois é de grande importancia. Email: comercial1@construlimp.ind.br Obrigado., Bruno Cardoso
I can sent mail using my Zoho mail but not able to receive mail in same zoho account
My mail account can't receive any mail from any account. I can sent mail. I have already added MX records for Zoho still facing same problem.
My Zoho mail address isn't working
I have not been able to use my zoho account for a while now as it says that the domain name is not right, or something like that. I. Ant find any trouble shoot helpfor wheat to do. Can anyone help xx
Private address iCal sharing URL from Zoho Calendar showing all events titled "busy"
When I subscribe within Google Calendar to a Private address for my personal Zoho calendar, all of the events show with titles "busy", instead of the event description/title that is visible from within Zoho itself. Is this the intended behavior, or is there some malfunction? I attempted to use my Gmail address in the Share With Individuals settings with different visibility, but I am unable to use the '+' button to add to the list.
Zoho Mail Suite - Sync of Outlook
Hi Team, Zoho Mail Suite seems very glitchy. Below errors experienced intermittently: > Does not connect regularly (must close Outlook and Zoho Mail Suite and restart) > Does not remember login credentials (manual login upon every instance - should remember and start on device start similar to Zoho Docs for Windows) > Unsure on sync frequency and no settings to adjust Can you please confirm: 1. What is the Outlook sync frequency? 2. Will an update be released in the near future to resolve the application
EAN13
Hi, I would need generate EAN13 in Zoho Creator. In Excel sheet, I have this formula in column A (=RANDBETWEEN(978047100000;978047100999) - this formula provides a 12digit number. And in B column I have this formula: =A1&IF(MOD((SUMPRODUCT({1;3;1;3;1;3;1;3;1;3;1;3};-MID(A1;{1;2;3;4;5;6;7;8;9;10;11;12};1))*-1);10)=0;0;10-(MOD(ABS(SUMPRODUCT({1;3;1;3;1;3;1;3;1;3;1;3};-MID(A1;{1;2;3;4;5;6;7;8;9;10;11;12};1)));10))). This is last digit validator for EAN13 code. For example: In A1=978047100700 and in
Group emails are not being forwarded
I have defined a public group with an email address and added myself to this group. I have email forwarding configured on my Zoho mail account. Direct emails are arriving in Zoho mailbox and being forwarded successfully, however, group emails are arriving in Zoho mailbox but NOT being forwarded. Please assist.
Get the list of recently modifed records
Hi, I'm trying to get a list of recently modified records of Quotes and I getting this error: code:"INTERNAL_ERROR" details:"" message:"Internal Server Error", status:"error" Example VB.NET code : Dim request As HttpWebRequest = WebRequest.Create("https://www.zohoapis.com/crm/v2/quotes") with request .Headers.Add("Authorization", "Zoho-oauthtoken " & AccessToken) .IfModifiedSince = "2018-03-01T12:00:00+01:00" .Method = "GET" end with Using response As HttpWebResponse = CType(request.GetResponse,
Can not add any new user,"Unusual activity detected from this IP"
Hello, it prompted me "Unusual activity detected from this IP. Please try again after some time",when i adding a new user. it lasted for a week,help me please, thx.
Live Webinar on March 15th
Hello everyone! Would you like to get a detailed demo of Zoho Meeting? Join us for a live webinar on this Thursday and learn the advanced features like webinar analytics, polls, Q&A, recording, embed widgets, change presenters, advanced settings and more. You'll learn how to: Schedule and host webinars Gather audience opinion using polls Engage in Q&A sessions with attendees Manage your recordings Evaluate your webinar with analytics Conduct interactive online meetings Co-branding and user management
How to create multiple signatures in CRM?
How to create multiple signatures in CRM?
Multiple SearchCondition
Hi, How can we perform multiple search condition? -Steven
New Zoho Forms User Inteface?
Do you have a new interface planned? Thansk!!!
New search is not working in Contacts
Since the new search system was introduced a few days ago I am unable to search in Contacts. Whatever I enter in the search box, no results are returned. Searching for email messages seems to work OK. Can you please help. Bob
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