Linking facebook profile via URL
Often times the name search will not pull someone up. You should allow us to insert the URL for their Facebook profile instead of just "searching" by name. example… Tami Jenkins does not pull up this profile: https://www.facebook.com/tamala.jenkins Yet that is the profile URL for Tami Jenkins. I should be able to easily associate that URL... that is my request.
Your followers vs non-followers metric
Hi, what does the 'Your followers vs non-followers" metric measure in the Additional Stats tab for Twitter? I thought it represented the nature of the Twitter users who had had an impression of my tweets over the selected period of time. However, when I look at the absolute figures in the table expand, those figures don't match at all with the amount of followers I have. Also, are these unique or total figures? ie: Does it calculate one unique user that has seen any of my tweets over the selected
Double opt-in questions
Please confirm: 1) Double opt-in cannot be turned off? 2) Double opt-in confirmation message cannot be edited?
No Candidates for Interview
From the Interviews section of Recruit, I am attempting to setup a new interview. However, when I click on the button to select the candidate's name, no one appears. I changed the drop down menu from "Show only candidates with this job" to "All candidates" but the people who are associated with the job opening do not appear in the list. I found that if they are brand new, and not associated with any opening, then their name appears in the "create interview" section. But any other status, like
Pie Chart Legend
We have an employee who is colour blind and |I am looking at proper accessibility for web interfaces. I would like to change the pie chart pieces from a colour to black and white texture but haven't found a way to do this. The other option is to be able to add the label name to the piece. Any help would be appreciated. I don't have a huge coding background, hence the reason I like Zoho.
"Unusual activity detected from this IP. Please try again after some time."
Hello Team, We are facing below mentioned error while creating new email. “Unusual activity detected from this IP. Please try again after some time.” Please look into this and fix asap.
Autofill subform fields when an item from lookup field is chosen
I have a form where users can record a meeting details. In it is a subform where the users can enter multiple clients that will attend a meeting. In the subform is a lookup field and a multiline field. The lookup field comprises of existing client names. I want to autofill the multiline field with the information of the client selected in the lookup field.
outgoing email is blocked
Outgoing service of our one email id info@metalite.in is blocked. I am trying to unblock from control panel but it is unable to unblock. We have also tried the other methods like unblockme link but still it is blocked. Please unblock this id.
Zoho Creator with no app gallery
Hello, The App gallery its gone? When i create a new app it used to send me to a app gallery like this: This menu doesn't appear anymore, and i need to use one of the apps on the gallery, what can i do? The pre-maded app i need its "Sales Management". Thanks
Fetch data in different Applications
Hello, Working in Zoho connect I make applications in different groups according to the data access users are being given. In Group1 their is AppName1 and AppName2 and have both different Forms from which MembersForm in AppName1 In Group2 their is AppName3 with an Form UserinfoForm that, as in AppName1, contains a LookupField 'Name' that links to AppName1.'Name' and gives a dropdown form names introduced in AppName1 - MembersForm. My Problem is to fetch the data of other fields present in MembersForm
Can the Lookup Field pull in data from a Photo Field
I want to enable the lookup field to show Students Photos that where selected through the Lookup Field from the same form or create an association from another form. For example, I want to show a group of students who are boys in 7th grade math. I can pull in all the corresponding data from Boys, Grade and Class. But I'm unable to get the photo's appear as an association for the Look Up Field.
*URGENT* Cant visualize Wrokflow rules with Lock
Hey, I have two workflow rules with lock. Before the Lock i could open them, visualize them and modify them. Now with the lock whenever I open them it shows me the message: "Once edited, any changes made will be saved and the Rule will be locked again. Do you still want to edit this rule?" Then I click "Edit", and the workflow rule opens but it shows nothing. It shows a blank page, I can't visualize the rule o edit it. I attach the screen captures. We really need to edit the workflow rules with
What does the "continous" option mean in a blueprint?
What does the "continous" option mean in a blueprint?
SalesIQ GDPR compliance + deletion methods
Are there any plans to make SalesIQ GDPR compliant? Also, how can you delete full visitor history if needed?
API: Get Line items from Invoice.
Hello Zoho Folks, I"ve started using ZOHO Books for my firm. For our needs, it seems like a time saver if we create invoices directly and not Sales Order -> Invoice. Given this, I am now writing a script in python to collect the list of items that are associated with the invoice. But, I don't see how this is possible. I do see that if a sales order is created, the API to get SalesOrder: https://www.zoho.com/books/api/v3/salesorders/#get-a-sales-order lists the "line items". Any pointers of how this
Auto Populating the Zoho Hosted pages with the user details from the website
Hi, I have a website to which I want to integrate Zoho Subscriptions. I am happy embedding hosted pages. However, I want to auto populate the hosted page with the user details like First name, Last name, Email address, phone number. I guess I should use hosted page API, can somebody assist on how to do that as I am not that comfortable with API's. Thanks
Sections in forms
Hi... let me start by saying that this is a great application... Here is a thought... Whenever we make a form, the form can have multiple sub areas. For example, when we make a form for say a contact, the different areas could be office address, home address, personal details... stuff like that... It will be nice of you could allow me to add such form dividers... Thanks... Aseem Saxena India a.saxena
Mobile CRM Syncing issues
Hello I created events and logged new customers on my mobile ZOHO CRM via iPad and they have not synced with the main web page. What am I missing to have these sync
The 'Quick Learning Series' Post 9 - Zoho People's integration with Zapier
The job of an HR administrator is nothing short of a juggler. On a day to day basis, you have the need to toggle between various apps. This is no more a scuffle! Zoho People's integration with Zapier makes it easy for you to connect with over 1000 + applications - Asana, Twilio, Google Drive to name a few. Learn how to you can do this integration and check out our recent blog too! Help manual - https://www.zoho.com/people/help/administrator/integration-zapier.html Blog - https://www.zoho.com/people/blog/connect-zoho-people-and-your-everyday-favorite-apps-through-zapier.html
Pop problem.. please help
Hello! I suddenly have a problem from yesterday to one of my emails. When everything was working good suddenly it start to popup a message in outlook that my password is wrong... but only for POP server. the SMTP servers works good.. i did not change anything, it just happened p.s: this happen to all my devices not only in one pc with outlook
Tip #20 How to search for emails with attachments from a specific contact
The new search provides extensive filters and multiple options to quickly search and locate the emails. Just use the correct keywords and parameters to find emails. This weeks tip will focus on helping you find emails with attachments from a specific sender. Just start typing the 'with' keyword, to view the list of matching filter suggestions and choose the 'with attachment' parameter. Now type in' 'from' to choose the 'from' filter. Choose the contact from the list or type-in the email address
Error al invitar usuario / error when inviting user
Hola, agregué un nuevo usuario al CRM a partir de Settings>Users y llené todos los campos incluyendo el mail. Una vez hecho esto, ya me muestra al nuevo usuario y en su perfil me pone el estado de "confirmado". Aún así la persona a quien nombré como nuevo usuario no ha podido confirmar, ya que al entrar al link que le enviaron por mail le da un error que es el siguiente: "La confirmación no es válida. La página ha caducado". No entiendo por qué dice esto, si él intentó entrar dentro del plazo de
GetSearchRecords bad request
Hi, For some reason, the following URL for GetSearchRecords always return a 400 (Bad Request) https://recruit.zoho.com/recruit/private/json/JobOpenings/getSearchRecords?authtoken=<token>&scope=recruitapi&version=2&selectColumns=all&searchCondition=(Featured|=|true) Kindly advise. Thank you. Regards, Steven
Can i disable the Anti-Spam filter for Zoho Desk?
Many important tickets are getting posted under the Spam folder. Can you please disable the Anti-Spam filter for our Zoho Desk or allow us to disable it somewhere? Thanks in advance.
About smtp.zoho.com
Hello there..i have been using zoho smtp service almost 2 year, and at november of 2017 it seems got problem for sending and receiving mail. we have checked ping , tracert/trace route. seems all network are can't access to smtp.zoho.com. we have double confirmed from our isp it was not blocking our access to zoho. we have double confirmed our firewall are not blocking our access to zoho too. wish to get some help here. we are using SSL port 465 our server domain and ip are : cosmicvpnpro.com 128.199.170.114
Help!! Can't get email: -ERR Service Unavailable
Hi, everyone. When i try configured my email italo@gerencialconsultores.com in POP service i received the message: Service Unavailable Can you help me?
incoming mail problem please give soluton
Hello, i am trying to send mail into my zoho emailid but there is no mail found in inbox , alternative i sending same to gmail its working but issue is goin on to my zoho account,please give me a proper solution.my zoho email id is info@indiacancersurgerysite.com
Duplicate Invites
Our users integrate their Zoho and Office 365 calendars/events. When they create a New Event (either from the Contacts page side in Zoho or through a calendar invite in Office 365), the system(s) will send at least TWO invitations out. So our customers will get 2 emails with 2 invites, each formatted slightly different but with the same general information. Obviously no one would want to send MULTIPLE DUPLICATE invites to a customer so something must be setup wrong somewhere. Is there a setting in
SMTP authentication doesn't seem to work
Is SMTP authentication actually required to send emails within the same domain? It seems this is switched off at Zoho. I get a lot of spam where the sender email address is the same as my email address. With a simple requirement for SMTP authentication when sending within my domain, I would be able to fight this spam. Is there any possibility?? Kind regards, Fokko Veegens
Summarize Subform in a Single Line
I have a subform that contains two column describing a pesticide. The first column is a lookup (compound), the second is a decimal (concentration). However, in one of my reports, I have to summarize all this information in one line. For example: Product A (Single_line) Subform: Compound 1 Concentration 1 Compound 2 Concentration 2 To be displayed like that in a Single_line: Product A - Substance 1 (Concentration 1) + Substance 2 (Concentration 2) Is it possible?
Best practices around email
Hi there. Prior to Zoho CRM I used a program that allowed me to be notified if an email was NOT responded to. I could set it between 2 and 7 days. If the recipient did not open the email, then a reminder was put on my dashboard. This saved me a lot of time, more importantly, I was able to stay on top of following up on emails sent out and very little fell through the cracks. I don't see the feature in ZohoCRM, but I am curious what others are managing this. I
Ask the Experts 1: Using Customer Portal in Zoho Creator: All you need to know.
Hello people, We're happy to tell you that we'll be launching a new community learning activity this month: 'Ask the Experts'. This is a live knowledge-sharing session where our technical experts will answer all your questions in real time. We'll be doing a session every month and each session will focus on a new topic based on popular features and questions frequently asked to our support and community teams. Our first 'Ask the Experts' session will be held on 8th March 2018 between 6:30 and 11:30
Expenses or Bills?
I've used Quickbooks for 13 years and migrating to Zoho manually. I decided that it is better to just start off with Zoho as of January 1, 2018 and keep all the old data in QB for now. I'm a fine artist and I just always entered my expenses, both operating expenses and COGS, into QB and itemized them into fields that I will need for TurboTax. In Zoho, I started to enter these new ones as "expenses" but then I see that there is also "bills". Either way, 99% of my costs/expenses go on a credit card
Leads
How can I notify my team via corporate email when a lead has been entered into ZOHO?
Anyone else having an issue with replies not showing up for hours?
A few weeks ago I started seeing a glitch, I have a ticket open but it gets fixed then comes back I have my email set up to forward customer replies to Zoho where they show up in the ticket system. Because Zoho still doesn't have VERP enabled or anything else implemented so that I can just reply back to their emails, I have to WAIT until the email shows up in the ticket system before replying. Normally, it's fast. Like seconds or minutes. About 2 weeks or so ago, it started taking hours. I screamed
Docs file selection to attach to new transactions
When attaching files to new docs that already exist in docs - we get them from "All files" & we have to scroll down a lonnnngg way to get to the "Attach files" button ! Either a scroll bar on a fixed size window with a bottom fixed ribbon containing the
Zoho creator calendar report & page
Hi All, i need some help. Please find the attached image. i have done some customization on the event management page. instead of showing the calendar field, when clicked. can it link to another page? like i clicked eventA in calendar report, it will show the search eventA in the page for me to book.
download after submitting email
Can I create a button that releases a pdf download to the user after he or she has submitted their email address?
"This operation has been restricted. Please contact support-as@zohocorp.com for further details"
Hello! I was trying to verify my domain forexgreece.tk and get this message! please help!
Dealing with dates
Hi, I'm looking to set a task in Zoho Projects 7 days after a Stripe transaction takes place. What do I put in the start date field to say +7 Days ? Another way would be to set a delay for 7 days and then create the task with a start day of Today, How would I do this? The start date box only seems to accept actual fixed dates. Many thanks for your help. Rgds Jon
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