API
Estimados me pueden ayudar, estoy utilizando el siguiente código y la api me indica: "Unable to populate data, please check if mandatory value is entered correctly." Esta es la llamada que estoy realizando: https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=autotoken&scope=crmapi&xmlData=<Potentials><row no="1"><FL val='Potential Name'>First Potential</FL><FL val='Description'>description of the potential</FL><FL val='Closing Date'> 01/04/2009 </FL><FL val='ACCOUNTID'>631505366</FL><FL
Disable mobile email notifications
Hi Every time I get a new email my phone beeps. How do I turn it off for ZohoMail Mobile? (Bot not all phone app notifications) Thanks Amnon
Can't receive emails on Zoho mail
Hi, The emails are not receiving on zohomail. Please can you check this and resolve on priority basis. Thanks
Add an option for Mass Update to avoid changing the "Modified By" information
As everybody know, workflows, blueprints among others have to be triggered by Mass Updates some times, like when you change or create them. So the "workaround" for this is to mass update something on ALL records. Problem: is that any Mass Update changes the "Modified By" information. "Modified By" information is to see when a regular user changes something. Now, if a user goes to a Lead 1 year old and it is there "Modified By" an admin and yesterday (because there was a new workflow and did run a
How to restrict a sales person to create a contact without creating a lead? #19
Hello ! It's wednesday and we are again back with this week's hack. When you run a business we all know how important are the leads as they only eventually become contacts and generate revenue. You might have certain metrics to be satisfied for a lead to become a contact and you would want your sales team to convert those leads alone as contacts and must not allow them to directly create contacts. How to do this ? Please go to setup --> Users and controls --> Profiles --> Click on Contacts and disable
Auto-Delete Contact & linked records after XX Years
Hi there, how would one ensure that personal details (stored under Contacts) and all linked records (potentials etc..) are removed after a certain amount of time / inactivity?
Tagging and Colors
Would love the ability to add tags to notes, for easy note search/retrieval/organization. Related to this, I'd love the ability to set a default note color at the notebook level. I'd like all notes in my "Health" notebook to have a light red color for example, and all notes in my "Leisure" notebook to have a light green color. This allows me to easily visually identify my notes when doing a search, or viewing the "All Notes" view. Currently, every time I create a new note, depending on which notebook
Card Scanner App log in issue
I have used the Zoho Business Card Scanner app (syncing with Zoho CRM) on an iPhone for years. I recently switched to the Google Pixel XL phone and I am having problems using this app. I am able to open the app, scan a business card, but when I choose to connect to "Zoho CRM Contact" I am having trouble logging in using Google. I receive the error screen below as soon as I click the Google icon. Any idea of what can be done?
Notebooks aren't sorted as expected
I have my notebooks sorted by "Date Modified (newest first)", but it is not working as I would expect. If I add, delete, or modify a note in notebook A, I consider that notebook modified. However it does not appear first in the sort. Is that normal?
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more.
Hi, This is regarding account Id info@inmobiliariayremates.com.co I'm unable to send mails -its shoeing an error Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I have cleared all mails - still i'm unable to send mails... The account: info@inmobiliariayremates.com.co Thank you!
Copy Estimate Number over to Invoice?
Is it possible to have the Estimate Number auto-copied or placed into the invoice when I use the Convert to Invoice option for that Estimate? Thanks for your help. Jim
Cannot Verify the Domain
Hi, I cannot verify the domain for voltzenergy.com.sg. I am using the CNAME method. I've tried TXT method as well, but cannot verify it. I've sent the DNS details to support@zoho.com. Kindly assist. Thanks
Is it possible to restore dashboards from back up?
There was deleted one table and all existing dashboards that were linked to it was removed, it says (view deleted). Is there any way to restore them?
Problem with Upload
Hi, we are using Zoho Projects to work with freelancers and team members on a virtual basis. Today I wanted to upload some documents for the team (PDF) and at 87% it stopped and never finished. I uploaded PDFs before and it worked great. Any idea or hint to solve the problem? Cheers Nicole
Summary Report not listing all Milestoens
Creating a summary report that shows grouping of task lists within milestones. The report does not show all milestones and puts the task lists that should be in the missing milestones into a group for different milestones. Why is this happening?
Staff with unusual hours
Hi, I love the resource utilization idea, but I have some part-time staff, and some "full-time". Our team's full time is 36 hours/week, not 40. It looks like everything is based on 8-hour days. Is there a way to change this? Also, does this consider events?
URGENT campaign needs review approval
Dear ZOHO campaign, I submitted a campaign for a review, have been waiting for over an hour, and have had no reply from Support. We have sent multiple campaigns, and I do not know why this is an issue now. This campaign MUST go out at 6am PST, and I would like to not have to stay up all night waiting for approval. ' Thanks, Erin
macOS version is falling behind?
I kind of feel the macOS version lacks some features and stability compared to mobile and web version. Some of my summary below. Feedback for macOS version I tried to copy paste the same text from one website. The result of copy pasting to web and macOS is totally different. Personally, I prefer the web one. The formatting in macOS is weird? I tried to make bullet list. The second level of bullet list doesn't work on macOS, while it works fine on web. The card size is so big, I mean too big. Spacing
Problem in sending email while doing IO operation
Everyone in our organization is unable to send email and gets the error " Problem in sending email while doing IO operation " Please let us know when this will be fixed. Thanks! Cris
How can I get list of attachments that are attached from zoho docs?
So, basically when I'am requesting a list of attachments like this: https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?authtoken=xxxx&scope=crmapi&parentModule=Potentials&id=xxxx I get an error: "There is no data to show". There are attachments from the zoho docs though. If I add files directly API call works fine. How do I get list of zoho docs attachments?
Handwriting/Sketching using planning templates
I 'm glad that Zoho Notebook supports the Apple Pencil for handwriting and sketching. There's a lot of research pointing to this mode of writing and drawing as being more conducive to creativity and introspection, which makes it ideal for journaling, but also for planning when using a planning template system: http://www.planetgorik.com/10-notebooks-help-organise-life/ One digital note app which has got this spot on, is zoom-notes.com. I use it for planning my weeks and days, by pasting the image
Workflow based on Discount %
How can I create a workflow based on a discount percent, not amount?
I cannot verify user or phone for domain altairdental.com
Hello, I was creating a new referred zoho account for the domain altairdental.com. The SMS came like an hour after so when I entered the SMS code it did not work. When I try to login the phone number I get this : Oops, it seems you have not verified your primary mobile number yet. You need to have a verified primary mobile or email to reset your password. And if I try to start the process again it says there is already an account associated to the number **** **85 How can I verify the mobile number?????
Custom View
Hi, I would like to create a custom view under Contacts based on a filter from the Account page, ie a list of all my contacts from a specific industry. How to do that? Thanks Best, Soline
How to Delete Image uploaded to Email Template
Hi I want to delete an image that was uploaded while creating an Email template, for some reason as of Dec 01 we were unable to add image by hyperlink so we uploaded them to Zoho instead, be we need to make a correction to some of the emails already sent, and the best way is by replacing that image. but i see no way to find any uploaded images in my account. please help
Separating Sections of a Layout
A big challenge with the new Zoho layouts is finding fields on a page. We have many sections and the old version separated different sections by color making it easy to find a section and then the field. The new Zoho "Clean" look, the entire View is white and after many months of using the new version still have the same problem. I spoke with Zoho support in the past and they said this was on a Roadmap to completed this past Summer... Is this still on the Roadmap??
Managing Leads & Deals when selling both Direct and Indirect
Hi there, In our business, we deal directly with Customers, however sometimes the transactions are direct, and other times they are via Partners who on-sell our service to the Customer. Should we create all our Leads and Deals based on the Customer for consistency? If so, how do you capture the details that there was a Partner involved in the Deal On a 2nd note, if we are engaging with 3 or 4 people from the same company, do we just limit it to one person as a Lead? When do we add the other contacts
Zoho Connectors
Hi Has anybody any advice on a Zoho Connectors so we can connect SQL Server to a Zoho CRM cloud database? i.e. SSIS/SSRS Does anybody have any recommendations with the best way to achieve this? Thanks Dave
Prices in quotes are justifying over two lines when exported
Hi, for some reason, when the prices in the quote are over 10,000.00 in value then the field moves the number below the currency value ie if the price is 999.99 the out put is £999.99 if it goes over the number then the output shows as £ 10,000.00 how can i force the field to resize correctly (note that the form is fine, it just happens when we try to export it to pdf to send it out
Strange chat behavior
Today i had embedded a webform into https://www.livecati.com/contact-us/ and i realized i could chat with website visitors from the Zoho bar. I haven't installed any chat code, so I'm confused how this is possible. It's awesome, but odd!
API CALLS FIX FOR EUROPEAN CUSTOMERS
Use zoho.com in your API url calls not zoho.eu Zoho team needs to clarify all this .... cf my post on getSearchRecordsByPDC or getRelatedRecord ISSUE
How to get Table in Inventory Template to fit page when Landscape
Hello, I cannot get my Product table in an Inventory Template to fit the page when I export to a landscape PDF. Can anyone help?
Is deduplication broken?
I imported a bunch of new accounts this morning from Excel. There were some duplicates, so I ran the deduplicate command. Three times, all failed. I deleted all the new accounts I'd added and tried again. Also failed. Has someone broken it? Jeff
"there is no data to show" retrieving data from CRM based on zcrm_account_id retrieved form books
I have some code (dot net) in which I retrieve invoices from Books. I retrieve the vale zcrm_account_id. I then do a call like this: https://crm.zoho.com/crm/private/xml/Accounts/getRecordById?authtoken=SomeValue&scope=crmapi&id=RetreivedValueOfzcrm_account_id but get "there is no data to show" returned. ANy suggestions for what I am doing wrong?
Can previous states be evaluated in workflow conditions? and are formulas for workflow conditions coming soon?
We are coming from Salesforce and we need to setup workflows sending an email when the Deal Stage changes to a value FROM a specific value. For example, when the Stage goes to Qualified ONLY when it WAS Rejected before. Is it possible for the condition to evaluate what a field WAS somehow? Even if the Workflow is setup to run always when the record is edited, can a Custom Function evaluate the "PREVIOUS" state of the Stage. In Salesforce the workflow condition can be determined by a formula where
Link to Mail Merge
From a custom module, is there a simple One Click URL that can be assigned to a button so that it links to a mail merge document/template. i.e. Module called 'Delivery Note' Can I have a button 'View Delivery Note' that passes in the ID and the Template Name, so the user has instant access to the merged document? Thanks Joe
Remove attachments in email to save space
Hi, 1. Is there an option to remove attachments to save space in the mailbox. 2. Is there an option to search for large attachments so that they can be deleted Georgye
processes & reports
We need custom help with some processes and reporting... Can you let me know someone whom could spend time with us for hire, of course, to help us improve our system and reporting? Thanks
Notes sync
I'm trying to sync notes between the Android Notebook app and the website. Neither side is copying notes to the other side, so it's like there is no relation between the two. I have signed out and back in on both platforms, and it's still not working. Any idea why this is? Thanks
554 5.2.3 MailPolicy violation Error delivering to mailboxes
We are getting this issue 554 5.2.3 MailPolicy violation Error delivering to mailboxes on all mebellini.lv emails addresses. Could you please help us to figure out what's wrong?
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