CANNOT FIND "CREATE PAGE RULES" BUTTON OR TAB
I recently tried Zoho Forms to create a multi-pages form. But I could not find the "Create page rules" and it stated in the user manual. Is the "create page rules" button or tab really exist? Someone please respond.
Migrating CIM records in Authorize.net from another provider
I was wondering whether there is any documentation or guidance regarding transitioning Authorize.net CIM records from another billing system to connect with Zoho Subscriptions/Books.
Problem sending to certain recipients - Spamauditor.org / magicspam.com
When I try to email certain customers I get the following error. Server IP 135.84.80.196 listed as abusive. See http://spamauditor.org/best-practices/ip-reputation/ for more information. Protection provided by MagicSpam 2.1-2 http://www.magicspam.com Help?
Mail block
Dear Concern, I face some problem. show me this message for an outgoing message. Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Please help me for this problem
Help setting up Program
I need to hire a ZOHO expert to help create a app based on the existing apps, but I need some fine tuning. I have to get this finished fast, and the contacts on the hire section seem really old (anyone know what "Hotmail" is :) please contact me at scult1@gmail.com. TIA
ResourceException: AS102: ResourceException: AS102: SPAM
Hello, This is the screenshot, an adjunt file. Thank you.
Folder will not share
when i try to share a folder i get "operation not permitted" why is this?
Creating an invoice through api end point
I would like to create an invoice from my application by requesting the Zoho Inventory create invoice api but I keep getting the following error: {"code":4,"message":"Invalid value passed for JSONString"}' I am posting with header content-type = 'application/json' and the json body is as followed: { "customer_id": 1167451000000062085, //found by get request to get contacts "invoice_number": "INV-00002", "date": "2018-02-04", "due_date": "2018-02-10", "line_items": [ { "item_id": 1167451000000062103,
Now that I am teaching my book keeper how to use Zbooks I see the following little items would help immensley
More info and links on Dashboard -Message showing Open Bills and Overdues w link to go there -Message notifying of scanned receipts in documents awaiting to be made into bills w link -Terms for vendors should show in thew contact overview page, must go
Is there a way to search by QR code input in reports?
Hello All, I'm relatively new to Zoho. I've recently created a database so I can log a collection of artwork. I have assigned each artwork an ID number. Currently in the report, if you want to search for the work by ID number you have to type it in manually. I have been able to generate QR codes that contain the numbers, which I will put on the back of each physical work. I was wondering if there is any way the user could have the option to scan a QR and have the app input the number into the ID
Unable to insert link in image for email signature
Hello, In the email signature feature, after I select the image and click the 'insert link' option, I get a pop up that asks for 'Selected Text' (pls see attached). Please let me know how to insert the link properly. Thanks, Naresh
Adding a personalization Module to PageSense
Hello, I have discovered PageSense when you launched it and I really love this new tool. I would like to know if you are planning to include a personalization module in it. To increase the conversion of our visitors we need to make sure that we offer a dynamic site that will adapt to the type of customers. Is it on the roadmap for PageSense? Many thanks Victor MdS
Profiles filling indicator
Hello Zoho team, Do you think it would be possible to have an indicator (percentage, counter,...) letting us know how much the candidate profile is filled into the database. I guess that should be not too complicated to create something, ie if a candidate profile has 20 fields (name, adress, etc...), that would be 100% / 20 = 5% per field which is not empty). PS : keep up the good work replying to all our inquiries as you are doing it lately, and improving the ATS with new features. Thanks Olivier
Update Button to Send Confirmation Email
Wish to have the Update button execute Send Confirmation Email in the same manner that we can set up the Form Properties / Success / Send Confirmation Email
EMAIL BLOCKED
Dear Zoho Admin , Please unblocked my email reservation@lintasbuanatours.com Thank You
Make A Field Equal To The Result of a Calculation of Other Fields
I'm sure this is a simple one but I have some fields that I want to be equal to the calculation of other fields. I just don't know the syntax to do this... For example...I need a field called Delivery_Weight to be the result of Total_Weight minus Direct_Ship_Weight. There are a few other fields I need to do this one but if someone can lead me in the right direction for this, that would be great. Thanks... Brian
Slight issue with Dynamic Picklists
Hi, I've only recently been put to work on our company Zoho project, but I have some background with code. A colleague of mine asked if I could do some clean up with his forms and make them a little more user friendly. Currently, what I'm trying to achieve is a simple (or I thought...) dynamic picklist. I've worked through the example you have put forward within the Creator Help pages, but there must be something I'm missing. It's a shame that I can't start at the beginning, but also trying to figure
Zoho Mail/Calendar Integration Confusion
We are testing Zoho to see if it meets with our needs and are slightly confused with how mail & calendar integration works. We have set up a group calendar and yet group members don't get notified when events are entered into the calendar. However if users/group members are specifically invited they receive e-mails asking to confirm status. When using the mobile Zoho Mail app, confirming status appears to link to a web-page that does nothing and the only way of confirming acceptance (or otherwise)
Using Notebook as a daily journal? Feature requests
I have been using another application as a daily journal, but would like to move to Notebook. Here is my request to add any or all of the following features: - Journal template - GPS location - A snap of the weather conditions - Tagging - A calendar Timeline - Better photo management in the note (right now the images are shown full size which is not useful on an iPhone)
What's New this February 2018 in Zoho Invoice?
Hello Everyone! The new year is here and we have kickstarted this year with our all new features for Zoho Invoice. So read on to know what's new in Zoho Invoice this January! Transaction Approval Zoho Invoice now lets you verify and approve the transactions you or the users create. This feature lets your users to create and submit transactions to an approver. Once the approver validates them, the user will be able to send it to customers and record payments. So, you can now eliminate potential
Custom Fields from Zoho Desk
First of all thanks so much for creating this application and making it part of Zoho One! I no longer need Zapier! That said, I cannot figure out how to map a field called "urgency" from my 123FormBuilder connector to the same field in Zoho Desk called "Urgency". The permissions are set to "VIsible" on the portal so I know end users can see and update the field. Am I missing something? Thanks
Need my zb code to setup SPF Records in Wordpress
My domain is verified but i need the zb code to setup SPF Records in Wordpress. What do I do?
Attach a KB to a ticket
Hi, Is there a way to attach a KB, from help center, to a ticket? Agent to agent or agent to contact. Cheers.
Additional Trigger fields for Zoho Apps
Will it be possible to add more "trigger fields" from Zoho apps. What I specifically looking for is the "Create Bundle" action in Zoho Inventory. E.g. I have a Production Order app in ZohoCreator and we are using the new Advance Composite Item to act as a Bill of material functionality. I want to create a new record in Creator for each Bundle that is created. That will help a lot of manufacturers using Zoho with "Bill of material " functionality. Thanks
Latest updates in Zoho CRM this November!
Hey everyone! The latest couple of updates in Zoho CRM includes the introduction of Users Layout Customization and the enhancement of Trend Dashboards. Read further to learn more. Customize the Users Layout in Zoho CRM Traditionally, when you added a new user to your Zoho CRM account, you only had a standard set of fields such as name, email and role. Say you wanted to add a few other specific details of the user, such as their enrollment number or Joining date, this wasn't possible. That's not
I want to use JavaScript
I want to use JavaScript in Custom Functions!
Stay in touch type of campaign
How would I go about creating a "campaign" that would call for a 2 year touch type of program including texting (not auto) every 15 days, social media direct messaging every 30 days, phone calls every 60 days etc? Is this best done in Workflow? I have been using Infusionsoft in the past and it was easily done in Marketing Campaigns. thanks
My FREE Version cannot be accessed
My free version has disappeared? I see my account ID and can sign-in, but none of my data is available. I DO get a message that my CRMPlus trial account expired but I never signed up for that. I hope that Zoho is not forcing Free users to upgrade?????
I want to use JavaScript
I want to use JavaScript in Custom Functions!
Singnature in Zoho mail App Android
Hi, I am using Zoho mail in android, but my signature is not showing while creating new email or replying!! any way to resolve this issue?? Regards. Musab O.Agha
Removing States from Blue Print
Currently ZOHO CRM does not support removing or editing states from blue prints. The entire purpose of a blue print is so that you can implement, monitor and improve work flows. So if for example, you have created a blueprint and then after using it you
How to display the json response to iframe instead of download the file?
Hi! I can add the record via API, however, I don't want to download the result in json file. So, is it possible to display the json response directly on HTML iframe instead of download the json file?
Unchain yourselves from your work pods with our Zoho SalesIQ mobile app!
Would you like to sit inside your work pods and stare at your desktop monitors all the time? Duh, No! Well, that's the prime reason why Zoho SalesIQ mobile app was developed - for you to take up your daily grind on the go! Let's just quickly run through instances where the Zoho SalesIQ mobile app acts as your operator's saviour, 1. Be proactive - Make hay while the sun shines! Why sit back and wait for the visitors to initiate a chat when you have the privilege to strike
Project Costing Needed
We are project based company. We receive projects and starts working on it. What i want from zoho is the following. 1. We should associate the sales order for a particular sales order. 2. We should able to associate any expense to a particular expense. (I know it is aleary available) 3. We should be able to associate any bill, vendor, payment, vendor credit to a particular project. 4. We should be able to associate any invoice raised to a particular project. In Reports When running the report based
Feature Announcement : Rebranding
Personalize your document signing process with Customized Emails and Logos Carry the image of your brand across signatories by customizing the logo and the content of emails sent from Zoho Sign. Custom branding helps you create a feeling of familiarity and integrity with your recipients and much more. Custom Logos and Personalized Emails will give your signatories a relatable experience How many times have you felt so secure with the image of a brand that you didn't have to think twice before making
Recover deleted mails
i Have deleted some Of My Mails From my Mail ID(rakesh@himalayanpeaceholidays.com) please Recover all deleted mails from my mail box (inbox & sent mail) Since The Activation Of This Account.
Inserting record in lead
Hi there, i am new to zoho crm api, While Inserting record in lead, in the xml data if i removed the row tag and tried to post. the result response was like this "<response uri="/crm/private/xml/Leads/insertRecords"> <result> <message>Record(s) added successfully</message> </result> </response> ", but i didn't found that record in lead module. is this the right way to do this
Enhancements to the Get All Departments and List All Agents APIs
We recently observed some performance issues in the Get all departments API. Our root cause analysis revealed that these issues were caused by the inclusion of the associatedAgentIds key in the API response. To eliminate this performance issue, we have decided to deprecate this key from the API response. However, this change does not affect the Get a department API. So, as an alternative, you can get the associatedAgentIds key through the response to this API. Besides, we have also enhanced the Get
Zoho One c'est désormais 40 applications.
Zoho a ajouté de nouvelles applications à Zoho One, portant le nombre total d'applications incluses dans la suite à 40. Ces nouvelles applications [Zoho Flow - PageSense - Zoho Sprints - Sign et Notebook]. Ces cinq ajouts récents apportent une gamme incroyable de nouvelles fonctionnalités à la suite Zoho One, sans frais supplémentaires. N'hésitez pas à venir vers nous pour en savoir plus
The 'Quick Learning Series' - Post 4: Tip - Be accurate! Set the exact leave entitlement for newbies.
Consider a scenario where you would like to set up entitlement for new employees with the following specifications: Type: Sick Leave Count: 12 days per year Condition: Employees who join after the 15th of a month should be eligible for half a day leave for that month Not sure how to achieve this? Depending on the joining date, you can be as accurate as defining the leave count right from the month of joining. Take a look at this video.
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