Workflow Rule for Tasks
Within our tasks module we have three different categories for 'Status', one of which is 'deferred'. I'm trying to create a workflow rule so that when the user selects 'deferred' it will automatically push the due date back by 5 days or so. I've set it up so the execution of the workflow occurs when the user inputs 'deferred' into 'status' - I've put an instant action in as a field update - tasks >>>>> update >>>>> Due Date = execution + 5 days, however it isn't have the desired effect - any help?
Shipments
On occasion we only ship part of a package so we have to delete the original & package as 2 separate packages, then ship the relevant one. It would be nice to be able to choose what lines of a package are actually shipped ! Is there any other way of achieving this scenario ?
Campaigns API: How to Update a Subscriber List, Programmatically trigger an email
Hello: We have a web-based service for our clients that displays periodic alerts. We'd like to send them an email whenever we post a new alert. Ideally, we'd use the Campaigns API to do the following: Update a Zoho list using names pulled from SQL server names list Send an email to the updated list indicating that a new alert on our website is available. Looking at the API docs, it doesn't appear that there is a clear way to do this. The addlistsubscribersinbulk method seems to be what we need
How do recurring tasks work?
Hi, I have created a number of monthly recurring tasks but when I tick to complete the task it doesn't seem to replicate for the following month. Just seems to complete like any other month. How does this work? I have a task set to repeat every 1 month on the 12th. When I tick it as complete I can't see it appear on March 12th. Any help would be appreciated. Regards Jon
Update
Hi. One thing I want to say is I would appreciate something going out when there has been an update of some sort. Today I have noticed a couple of new additions in CRM, one being new filter options (Touched & Untouched) but there is also a new option in the module builder called "User 1" - what is this exactly? Is this so another user can be related to other accounts/contacts/leads so in effect so you have multiple owners? And is there going to ever be an update where a contact can be related to
Open email with template, but do not send
Hey guys, I'm hoping this is achievable, and I don't see why it can't be achieved; all I'm looking to do is create a script for a link/button that will open a new email with an existing template pre-populated in the message part of the email already, but NOT send it. It doesn't matter if the html template content has to form part of the script - I'm happy to do that. I know this can already be achieved via script however as far as I can see there is not way to stop the email from sending. I'm also
Sort Function for Saved Search Views
The sort function is available for date format fields but not alphanumeric fields. This should be a minor configuration to implement. Thanks, have a nice day!
Password Reset
Hey there, I've another domain's email hosting with Zoho Mail and we got hacked 2 weeks back and all our accounts got inactive. I put up a post on Zoho forums and that was resolved but the admin account got changed to another email address and now we are unable to activate our incoming emails which is really creating a lot of issues for us. Kindly help as soon as possible as it is really an issue for us over here. I've been trying to reach support by email since a week now :) Domain: bagnfly.com
Status on Zoho vulnerability to 'Mailsploit' bug
Hey Devs, Is there a concern about Zoho's vulnerability to the 'Mailsploit' bug that offers unfettered abilities to spoof email headers? If not is there a concerted effort to address this bug? Thanks in advance.
Unique URL of Cliq channel
I am using Zoho CRM. I would like to create a channel of Cliq in correspondence with Potential of Zoho CRM and set the specific channel's URL in Zoho CRM 's custom field. In Zoho CRM, clicking on the URL is supposed to open the channel of that Cliq. Is there a unique URL (or unique number) in Cliq's channel? In that case, how do you know its unique URL (or unique number)?
what is difference between zoho consultants and partner
hi all. i want to be professional zoho consultants to provide solutions. Company like techloyce are partner of it but can they provide consultancy services?
API To Add Subscriber To List With Name and Company But No Need To Confirm
Hi, I am using this API which works fine: https://www.zoho.com/campaigns/help/api/add-contacts-existing-list.html it is good because the subscriber does not have to confirm their email address. But I need the features this API has specifically the ability to add customer fields like first name, last name, and company: https://www.zoho.com/campaigns/help/api/contact-subscribe.html but WITHOUT the subscriber needing to confirm. Please help me out thanks.
Identify, engage and convert prospects hitting your website via Zoho Campaigns
Boost your sales and stay ahead of your competitors by integrating Zoho SalesIQ with Zoho Campaigns. You can now track the activities of your visitors from the email campaigns sent, reach out to potential customers, pique their interests, and ultimately
calendars?
can i subscribe to a calendar that shows holiday days off and employee sick/vacation days?
zoho mail is not working with bluhost on my domain
Dears , my domain is "intofabrication.com" is not working with zoho mail although i have added the MX records . i have transferred my domain recently to bluehost after that my mail is stopped please advice Thanks
Not receiving emails, Some come through trash
Hi, I have not been receiving emails, i send them but do not receive responses yet i do have responses sent to me. Those that come through come through trash. I do not understand. I sent an email to support but no response
drmartell@gmail.com
I can no longer check or uncheck check boxes in my spreadsheet when using Google Chrome. They do continue to work in Firefox. This timing seems co-incidental with the release of the updated iOS app which now supports single clicks to change check box state (which it didn't previously).
Zoho Creator performance problem and thinking about switching to salesforce.com
I have some complicated Zoho Creator apps written. With around 30 forms connected to each other. One main form is approaching half a million rows soon, and probably expanding to 10 million rows in the next 3 to 5 years. Clears some Zoho Views (called "reports" now to add to the confusion), are not loading fast enough for any of my applications. If you change the criteria for the views, and try to reload the view, it just gets stuck. Sometimes I have to mass-process say 500 rows in a single form for
Inventory Items w/ Unique ID's Viewed Together
Just going to go ahead and apologize now if this is a DUH issue. I am super new and know enough to be dangerous. I am building an app for my home staging business. I have to track items that I purchase to use in my rental inventory, which gets moved between properties. I also occasionally sell these items to clients. So the app includes recording inventory additions (have a searchable list of inventory), cost tracking for resale/tax purposes, and assigning "locations" so that I can keep track of
API V2 - Update Record does not work
Hi All! I am trying to update a record following these instructions https://www.zoho.com/crm/help/api/v2/#ra-update-records, but I got an error. I've been debugged the file 'EntityAPIHandler.php' and the $this->record must be an object, so... The REST API Documentation is incorrect? Thanks in advance. Regards!
Scheduled Sync Job to Shopify Broken
Back on Feb 19th I discovered my scheduled sync job that syncs Shopify contacts and the purchases they make stopped working. This used to sync the new clients that purchased a product and also created invoices in Zoho for the purchases any client makes through our Shopify account. It just stopped working. A developer remoted into my machine, did some stuff and almost 2 weeks later I get an email back with this as the solution to my problem: "The issue is on the line accjsoninste = acc_criteriaMap.toString().toJSONList(); instead
how to count field that is a dropdown iteam
hello my form have field name, batch, exam status I have a field in a form exam status with dropdown choice pass, fail, not sit how can i count under reports based each group of student and display total number of exam pass using count option. how to build the script hope you can help thanks
I tried to add my custom domain, and it said it was restricted
I tried to add my domain angelofdeathrp.pw to my account, but I typo'd the domain on the first time, so i deleted that one, and when I attempted to add the correct domain, it said i was restricted. Please remove the restriction for me.
Applying Discounts on Bills
Hello Is there a way I can apply a discount on a bill? Percentages are fine. Thanks Kristian
Zoho CRM / Mobile app and contacts accessible from phone
Hello, I am using the mobile app of Zoho CRM and i like it. I noticed that each time I receive a call from one of my contact in CRM, it will not be recognized as such. I need to maintain and have the contacts separately on the phone. Would there a possibility in the future to have a connection that allows CRM data to be automatically stored in the address book of the phone, so that I can recognize my callers like I have with phonebridge. You had created a mobile app called ZohoCalsync. We would need
Specifc value from lookup field
I have a lookup field from standard module (Campaigns). In the record of one register in the module campaigns, I select one value (support name) from a custommodule (support or CustomModule1). I have another custom module (trazador or CustomModule10) when I have a lookup field from campaigns. In this module I need get the string value of "support name" when I pic any record of lookup Campaigns but when I try to pic the value "support name", I get the ID of the "nombre soporte" instead of the string
Zoho Search Functionality
Hello, I have a query in relation to the search functionality. In our system, we search off a word labelled Indium. It sporadically will pull up on some tickets with Indium and other tickets it will not pull up even if Indium is in the email. So my question is, what exactly does the search function in Zoho pull off of? What is it exactly comparing it to? Thanks! Ray Darrah
Task Functionality
Trying to figure out if there's a way to use a task with a specific field tied to JUST that ONE task - so the user can select from a dropdown box or (pick list as they call it) the answer to the task and then click 'close'. the task only requires a one word answer yes or no - i've created Task Layouts but those are associated with each new task created. I thought creating the fields would allow me to assign fields TO a task but it doesn't - or at least i can't figure it out. I have to have this Yes
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
HI there My zoho mail account number is: User ID: 643372861 Email ID in question is: info@imran-brothers.com For some reason I am not able to send emails from my account... Whenever I send emails it says: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. This email id never sent any spam or bulk emails. The email ID usage is only 16% so the space did not also run out. So if you can please help me fix this account it will be very much appreciated. I am receiving emails just
horizontal multiple checkboxes on one line
What would be the best way to recreate a single row with multiple checkbox options?
Ticket Reply with Hyperlinks to a network file location.
Hello All, I am looking for a way to send a ticket reply that would include a hyperlink to a file location on our local network. Because the file location may be different for each ticket I would like to base it on one of my custom ticket fields. My thought was to create a reply template using something like: <a href="file:///\\Full Server Name\ ${Cases.URLFieldTest}> Click here for your report</a> So far the only way I have been able to get this to work is to inset the link then edit the html. This
Tasks API call
Hi, I'm trying to do an API call on tasks and it's not working. I'm getting a "General Error" with code 6500. This is the URL I'm accessing: https://projectsapi.zoho.com/restapi/portal/kyledavidgroup/projects/605433000000032011/tasks/?AUTHTOKEN=0dc167bf942d55c7b99dceeeb44b88ce However, I was just able to access the same API with the same URL about 10 mins ago and it worked. Why am I now getting an error? Thank you.
Contact, lead, deal
We are a small company B2C that conciders Zoho CRM. It needs to be scaled down to be useful. We are intending to import the customer data we have into contacts, i.e from old customers, we have a high level of repeat business. A couple of questions: 1. If we recevie a call we dont know if it's a new or an existing customer (we would look into integrate the phone sysetm at one point). The obvious is to start entering the call into a lead but I find no way how to recognize the customer if it exists
Not able to receive emails
I am able to send Emails but not able to receive Emails on bonjour@emailminers.com. Address not found Your message wasn't delivered to bonjour@emailminers.combecause the address couldn't be found, or is unable to receive mail. Find enclosed attachment of screenshot of error.
Community Digest - February 2018
Hey folks! We're back with a recap of all that's been happening in the Zoho Community for the past month. Check out last month's activities, product updates, and important tips, ticks, and hacks. Zoho CRM Meetups: Our first leg of meetups in the US has taken off to a great start. We successfully pulled off meetups in the US and Europe with a good number of our users participating and getting to know their CRM better. More meetups are heading your way across, US, Europe, Asia, and the Middle
Get the Best 24*7 Yahoo Helpline Number Service
Now you will never need to wait for assistance for your Yahoo account as our Yahoo customer services are available 24 by 7. We are a leading Yahoo customer support expert having experienced professionals in our team who are proficient in handling all sorts of Yahoo-related issues easily and efficiently. To get in touch with our experts, feel free to contact us via our 24*7 Yahoo customer service helpline number (toll-free). Also, you can get assistance via our email support or live-chat support service.
"Problems faced by logistics management software company".
I want to know what are the real problem faced by logistics freight management companies.
Integrate Zoho Docs with programming lanuage
Could I manage sharing , add new collaborators, and specify their roles in Zoho using Java programming language ?
Zoho Creator Calendar Report & Pages
Hi all, i have make some customization on zoho creator event management. i want to show the calendar report of the event in the page to let customer have a look of the entire event. instead of showing the calendar field when clicking, can it link to another page? please find the attached image. red & green arrow is the normal, i want is the black arrow. Victor
MX, SPF, DKIM setup
MX, SPF, DKIM setup Hello, can you please check if there's something wrong with those on my domain? I followed your steps and appears they still can't be verified Regards
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