How to associate an email with a Sales Order?
I see that "Email" is a Related List for a Sales Order but how / where do I associate an email to a Sales Order?
I can not recieve mail
Hi I can send emails but not receive, my domain is clinicalivetic.cl plis help !
300000 character limit?
I am trying to save a regular email campaign with a template I previously created. I am unable to save it because of a 300000 character limit? My campaign's text has about 100 words. Why can't I save it?
Create products using api
Hello, I am trying to create products using api and curl PHP but i am not able to create. Please guide me where i am doing wrong. Here my code: $xml = '<?xml version="1.0" encoding="UTF-8"?> <Products> <FL val="Product Name">Testttt Prrr</FL> <FL val="Product Owner">Alice Heijbel</FL> <FL val="Unit Price">10.0</FL> <FL val="Qty Ordered">1.0</FL> </Products>'; $auth="**********"; $url ="https://crm.zoho.eu/crm/private/xml/Products/insertRecords"; $query="newFormat=1&authtoken=".$auth."&scope=crmapi&xmlData=".$xml;
How to zoho creator create, update o manage variables of XML? Could you give a example?
Good afternoon everybodye, How to manage the XML response of a webservice? For example: <response><result><application_list><applications></applications></application_list><application_owner>Public</application_owner></result></response>
Ideas for Script Editor
I am not a big fan of the script editor adding parentheses. It often makes the code hard to read later. I would like to change the color coding of the text. Thanks,
Quick question
Hi, Need to import data from an Excel file, I have a column related to the checkbox field in Zoho, what do I need to put in the excel column to show in Zoho that a checkbox is checked/not checked? I've used decision boxes for the checkboxes
Reporting on tasks and bugs
Does anyone have a way to produce a report that shows all tasks and their associated bugs in one report view?
An important update from Yodlee regarding changes to consumer account information of Capital One.
Hi all, As most of you know, Zoho Books is partnered with Yodlee to fetch the bank feeds automatically. We received an information from them recently regarding a change in the flow of bank feeds from Capital One bank. Yodlee is updating their existing technology plan to counter this change and help smoothen the entire transition. However, there might be certain performance issues while fetching the bank feeds. We, at Zoho Books, will take best efforts to help customers facing such issues by contacting
Can't Register and Registration failled
Dear Team, My name is Benard. I was signing up for a new account but dodn't complete because the verification code took to long to come through.I am now trying to register a fresh but I am getting an error that the phone number and the domain name has been registered. I can't login using the phone or the email i created Please assist - My domain is www.rosenetours.com Kind Regards Benard
Change Primary Contact
Hi Team, Good day! Can i possible change the "Primary contact" of my application? see attach picture for details: picture name 123.jpg How can I change the email address send after invitation of the application? see attach picture name 1234.jpg Regards, Jee
Form data access was blocked .. at some time..
Form data access was blocked .. at some time.. Hello zoho team We are using zoho sites Sometimes We could not access to form data but 10 minitues later we can access the form data but later . we have failed to access form data Do you know the reason? From Seoul Korea (13:05 Seoul Time)
CRM lookup not working for some users
Hi! I made a form that has a CRM lookup field (to the Contacts module). When I access the form from the application creators account the lookup field works fine. However, when I access the form as a different user the lookup field doesn't work - it just says "No matches found". Could this be a permissions problem? If so, how do I resolve it? If not, what is the problem? Thanks! Rob
zoho projects
I am interested in using ZoHo Projects. I created a portal yesterday but was not offered a trial option with some of the paid features? Is it possible to get a trial? Thanks
Restore failed / Error Occurred
Hi, I am trying to restore a recent Backup of my main Application (called DEOR) including forms and data to another application with a different name. I get the "Restore in Process" message, but after 10 minutes this is the what I get: Every time creates incomplete copies (no reports) of the original application which I am not even able to delete: Please, I need your help urgently. Thanks, Ceasr
Corporate training calendar
I am the owner of a corporate English language provider in Costa Rica. We are looking for a scheduling platform for our classes. Our biggest problem is that we bill our classes month in advance and students have some flexibility in cancelling and rescheduling classes. This is very difficult to manage. Below you will find some general notes on what we would like to do. Notes: We are a company that provides English language classes to professionals and companies in their place of business here in Costa
do not call Flagged Accounts?
Under ZOHO Accounts module: How can Accounts be flagged as do not call Flagged Accounts?
How to show/hide discounts in quote templates?
If this has been discussed before, I can't seem to find it. We created a simple quote template, leveraged from the one we used in SalesForce. One functionality that I wish I could have is the ability to show or hide discounts in our quotes. Not all customers need to know that we sometimes offer discounts. In SalesForce, all we needed to do was export to a Word doc and delete the row, but Zoho only exports to PDF which is not so easily edited. So, what I'm looking for is either a way to show or
Need to cancel zoho immediately
just signed up for zoho mail tried to cancel was told I had to cancel biz account first I need out immediately and don't understand how
Disable Mail Account Super Admin
Hello Zoho Team, I was wondering, why our account zoho that has access super admin are disable since yesterday until now? what's the problem? then how to solve that thing? cause that account was for our company business. please give me the best solution as soon as possible. Thanks
Session based subscription
Hi, Is it possible to cater for the following scenario: Software with a costing model of a set number of uses on a periodic billing cycle. Can subscriptions cater for a plan with a limited number of sessions? I assume that a custom field will have to be created on the Customer record to keep track of the sessions (custom field to be updated by API calls from the software as the customer logs on to keep track of number of sessions used). Or is there a better way? thanks chris
DOMAIN_NOT_RESOLVED, ERROR_CODE :DOMAIN_NOT_RESOLVED
Hello Zoho Support! I received the following error while trying to forward an email to multiple recipients. Please advise thank you :) This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. 'info@centennialmetals.com' DOMAIN_NOT_RESOLVED, ERROR_CODE :DOMAIN_NOT_RESOLVED 'hansin8001@singnet.com.sg' DOMAIN_NOT_RESOLVED, ERROR_CODE :DOMAIN_NOT_RESOLVED 'ghe@goodhill.com' DOMAIN_NOT_RESOLVED,
Two job boards with differents job offers
Hello! I have the enterprise license and I'd like to know if I can create two "job boards" with different "job offers" in each one. Maybe with filters?? I hope you can help me. Thank you!
Portal Emails
I have setup the Customer Portal, along with all areas. I have tested and works fine, except for customers email when they do not have a "Gmail account". I can receive the emails if they have a gmail type account, but not from others, like Yahoo, hotmail, or even customer based extensions. I have even tried the notifications area as well. Any ideas?
Execution of form On Load
Form On Load function has.. .... alert("hello"); ... alert("goodbye"); ... When the form loads guess which order the alert messages appear? Thats right goodbye then hello. Errrrr?
Creating tasks without an owner
It'd be very useful to have the additional two options available for task ownership, when creating a new task: 1: The option to set a 'default owner' for all tasks. Especially useful for small business where all/the majority of tasks are for one person 2: The option to set the 'owner' as a required field when creating a task. This saves there being unassigned tasks. Currently, it's too easy to create a task that doesn't have an owner, and it's those tasks that can easily get lost, so a way to force
Is anyone using Zoho Projects Timer?
Two features that I need in order to use the timer are 1) Ability to change field values before the timer saves the record * Fields like Notes, Billable and even Task and Project 2) Have start and end time fields filled in when timer is stopped. * Currently it records the total time in the hours field and the Notes field shows from and to time. I am curious if anyone uses the timer and if not what else do you use? Regards, Glenn
API Add Time Log From/To times can not be added
According to the docs we can only add the hours and not the from and to time. https://www.zoho.com/projects/help/rest-api/log-time.html#alink2 I see the fields are called start_time and end_time from when I get All Time Logs where those values were entered manually. Unfortunately, when I tried to add them as parameters they were just ignored. Is this just an oversight or planned in the near future? Regards, Glenn
Can't receive and send e-mails.
Few days ago zoho starts to not receiving and sending e-mails. Without warnings and errors. Simply stop working. When i try to send test e-mail from my google account to my zoho account, google sends me back something like this: "internal server error".
Custom Invoice Template
I am looking for someone to create a custom template for me? Anyone that can help?
Create a Custom Module
Hi, I am working for a client and have a custom requirement. I need to Integrate third party library in ZohoCRM and client prefers it to be in the form of "Extension" which he can install in multiple ZohoCRM instances that he is having. Can you please let me know if this can be achieved? Thanks
Keyboard shortcuts available in Zoho Writer
Folks , As you know, Keyboard shortcuts help you save time, making you not to take your hands off the keyboard while typing a document. Here is a list of keyboard shortcuts that you can use with Zoho Writer. * Ctrl + A - Select All * Ctrl + S - Save * Ctrl + X - Cut * Ctrl + C - Copy * Ctrl + V - Paste * Ctrl + F - Find * Ctrl + B - Bold Text * Ctrl + I - Italicize Text * Ctrl + U - Underline Text * Ctrl + L - Justify Left * Ctrl + E - Justify Center * Ctrl + R - Justify Right * Ctrl + J - Justify
Verifying domain
I am trying to verify the domain www.kyootm.com. I created the website through www.webs.com. Cloudflare apparently is the DNS host. I'm unsure where to input the CNAME or TXT record. I've tried inputting it into both Webs and Cloudflare, but neither of them seem to work when I go back into Zoho and try to verify it. What am I doing wrong?
¿Como puedo volver a verificar mi dominio?
Hola buenas. Necesito volver a verificar mi dominio, pero esta vez desde el Cpanel, hay que tener en cuenta que lo hice desde MX del dominio de NameCheap ¿Como puedo hacer eso?
This domain is already associated with this account "*****
Dear Zoho Support Im trying to register a new domain: www.drnevado.com in hosting zoho mail the email is informes@drnevado.com but the system show me the next text: * This domain is already associated with this account "*****28".
Problem verifying DKIM and SPF for domain
Hi, I am hosting domain selectedvpn.com on Zoho. Everything seems to be in order with SPF and DKIM, but I cannot verify it. For SPF, I tried several external services and they say everything is OK. For DKIM, I created record that exactly matches what is in my generated key. Any ideas or suggestions ?
I'm not receiving emails
I created a zoho maila ccount and even though everything seems to be configured properly, I can't receive mails from my other email addresses (from outside Zoho Mail). I'd like this issue to be solved.
HTML page to create record
Hi, I'm very new to Zoho Creator, is it possible, in Creator, to create an html page that users can use to create/edit records? We are finding that the 2 column CRM modules and Creator forms are very restrictive in terms of layout. I have created an HTML page with multiple columns but all I have found is that you can import data into the page from existing records where the input method would be a 2 column form. Our data is working data that is constantly changing and updating, not data that is
JavaScript
I'm working in Zoho Sites. I need to add JavaScript. How can I upload a .js file? How can I link to it from a certain page?
Add Job for different Owner than yourself
I am trying to enable users to create Jobs in the name of other users not just Asignees but actual Owners so that they will be able to change the status of the Job. Usually if a user is an Assignee for a Job he can not change the status of that Job unless he is the one creating it (the Owner too). Our manager has to add a lot of Jobs for employees and each of the employees must have the capability to change the status. Is there any way we can accomplish this? I have tried the following code: get_record
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