Reports based on tabular section
Hello, I would like to be able to make reports based on a tabular section of a form, for example, the work experience in the employee form. is this feature available in any way or is it coming in the future?
Need solution
Hi Team, I am getting the below error: We are unable to get TXT record for SPF right now. If you have added the TXT record just now, please wait for 30-45 minutes for the changes to propagate and try again. My domain is www.irisinc.co All my emails are not getting authenticated Can somebody provide me a solution. Regards, Tauseef Ahmed ceo@irisinc.co
how get monthly attendance report
Thank you zoho for free 5 employee, how i can get monthly attendance report,
Creating picklist in code referencing form in other app
This is weird. I can have a lookup field which references a form in another creator app... but cant have descending order within the lookup field. I looked at the syntax for how the form lookup is declared and figured I'd try and manually build the lookup field contents mylist = othercreatorapp.formname[formfield == input.myfield] ; The above errors with Form 'formname' does not exist in this app! Whereas the form definition has type = picklist values = othercreatorapp.formname[formfield == input.myfield].ID
How Can I generate a payslip or salary slip to email it to the employees
I want to send the payslip every month to the employees to show them their earning for the months and if there are deductions, how can I do that
How to edit text after approval
Maybe I don't see the forest for all the trees, but can't for the life of me find how to open a message for editing the message text after it has gone for approval. Please help, anybody. Thanks. Elling
Is it possible to embed a pivot table report into a record summary?
Hello, I am trying to build a record summary that includes a report I have already created in the record summary along with other information. Is it possible? Thanks
Attachment
When i add attachment as link ( Record Summary as PDF link in Zoho Creator ) in zoho crm it shows as 400 Bad Request How to change that Name? The link that i have used was "https://app.zohocreator.com/parath2/management/report/Management_Report/exportRecSummary?recLinkID=" + input.ID Anyone Solve this
Cannot use the search function for email
Hi, I cannot use the search function for email, please refer to the below picture and please help to fix it. Thank you! Best reagrds Emily
Calendar to Connect
How do we have events put in to the CRM show up in the connect feed??
Disable Account Zoho with 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
Custom Report looking for differences between records
I'm having a hard time figuring out how to create this report. Let's say I have these forms. Product ID Name Package Template ID Template_Subform Product Package ID Package_Template Package_Subform Product There are other fields in the Subforms, but they're not important. I would like to find out which packages don't match the template. So it's something like: Show me all packages where Package.product not in Package.Package_Template.Product Thanks for any help.
Set Display in a Lookup field to a field in another form which is itself a lookup field
Is it possible to set Display in a Lookup field to a field in another form which is itself a lookup field? Say I am setting the lookup field to connect to the auto index number in another form since it is unique but I want the user to see a combination of a Customer Name + Lot Number since that make more sense for him. How do I do this. Any ideas?
Complex formula in Creator
Hi I have a formula in Excel: =0.3*POWER(EXP(1), (-5*x)) "x" is the only input. Exp(1) is equivalent to the mathematical constant e. Is there a way to render this in Zoho Creator in a formula or in Zoho Reports? thanks.
HOW TO RECOVER THE DELETED MAILS
Dear Folks, I am a super admin user . One of our employee has having this email access and he has done some inappropriate and unauthorized activities.However there were so many emails, more than 1000 that are deleted from the account by yesterday only. We would like to understand the procedure to recover all those deleted emails ASAP. We will really appreciate your quick response. Looking forward to hear from you. The email account is vaibhavshah@youholidays.in Regards,
Where does "Sent" email go if there is no matching address in CRM
Using Outlook plugin., I am adding to CRM all SENT email. I have deselected "If no contacts match..." and "If no leads match..." I only want to transfer a sent email to CRM if the sendto email address already exists in CRM Contacts. What happens if there is no match? Is CRM still storing the SENT email? If so, how can I delete it?
When ''using maps'' will worked like Google Maps
Hi, I'm just wondering when the ''using maps'' will work as expected? It's kind of disappointing that someone use the Zoho expense app to declare mileage, but needs another app (google maps) to get directions. Thank you,
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
I have created a Zoho business account for my website. I have verified the domain successfully and getting a page for adding the first user account. That's when I get "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details". This error occurs when adding a user in both control panel and zoho mail Further when I try adding my personal gmail to the recovery email option, I get "this email has been marked as spam". Is it possible to change the number that
No puedo configura un domino
Hola, estoy intentando configurar un dominio pero recibo el siguiente error: " Esta operación ha sido restringida. Póngase en contacto con support-as@zohocorp.com para obtener más detalles"
CRM Email Attachment Upload Options
Can you allow an option to upload attached files directly from CRM email to a specific potentials. At the very least I think it would be nice to allow an option to upload to CRM Document Library.
Calendar not displaying in browser
To access my Zoho calendar, I go to mail.zoho.com in a browser (which brings up mail) and then click on Calendar to display the calendar. This worked through yesterday (Wednesday evening, November 8, 2017, US EST). This morning (Thursday, November 9), when I click on Calendar, the calendar is a blank. the icons are still there on the left, and the other icons (Mail, Tasks, Contacts, etc.) work as expected. But the calendar screen is blank. This is using the Qupzilla browser on Linux (Arch on x86_64).
Zoho search in email not working
The search function in zoho mail is not working at all. I could not get it to find any email I was looking for. I searched for affiliation which I found manually, so I know they are there but I keep getting no matches. I also changed to sender contains, and various other options. Any solutions how to fix it? Thanks for reading and look forward to hear back. Robert
Reason For Loss
Hello, When we have a lead that is lost, and we can leave a note for the reason for loss. Is there a way to retrieve the reasons in a report, or otherwise?
Ask the Experts: 5-hour knowledge exchange marathon on 'Task Custom Fields' in Zoho Projects forums.
Hey folks! The Zoho Projects Community is launching 'Ask the Experts' on Nov 9, 2017. The Ask the Experts initiative focuses on issues that frequent the support desk and hence demand expert advice. We'll be kickstarting the session around 'Task Custom Fields' as it has invited many a query on the forums. This platform brings together product experts, the Zoho partners and other techies to be at your disposal for five full hours as you seek expert guidance. Go ahead and begin posting them as comments
No podemos recivir correos, porfavor solucionar
ventas@moraytechs.com lmejia@moraytechs.com no podemos recibir correos , solo podemos enviar, favor de solucionar este problema unttte Luis Mejia
Domain won't verify
I have set up my domain correctly on my end though zoho cant seem to verify it
How do I print a coupon in an my email?
I am trying to print a Dollar General store coupon sent to my Zoho Mail, but nothing prints at all. Does anyone have an answer? Thanks!
Itemization feature in Books does not work
Tax does not add up correctly - even if it is added to Expense and then synced to Books, the tax is only the first line, not the total tax If you try to amend it, an error message prevents you from doing so, as the totals are wrong When you first try to add an itemized expense, there is no option for tax inclusive or exclusive In fact the whole itemization feature is a bit of a mess and we have given up using it This is a pain as we now have to create several expenses for each receipt if the tax
I cannot verify my DKIM
I have followed the instructions exactly but cannot verify my DKIM. Email not working. Please help!
COSG entries populated by Credit Notes
Hello! I've come across an issue in COGS amounts based on Credit Notes (CNs) for retail business. From the communication from Zoho support I learnt that COGS amounts are generated based on FIFO, while CN amounts are derived from the latest bill. To the best of my understanding CN amounts should also be generated using FIFO. Otherwise, this will lead to misstatements. Let me make an example to what it leads in accounting: Say we purchased 100 items for $5. And we sold them all to our customer. So
zb code
Hi I urgently need my zb****** code as my email is not working and it seems I need to reconfigure in my domian providers DNS settings. Thank you
zb****** code
Hi I urgently need my zb**** code to add to the DNS manager for my provider. The zb**** code has been deleted and I need it again, can't find it on Zoho mail. Thank you
Incoming mail in spam
Hi, schuimrubbertotaal.nl is a Woocommerce Webshop. Last week moved the site to another server. But now the new order emails are in the Spam map. My hostingprovider suggested to contact zoho, so here I am :-) How we can prevent this? Thanks in advance
Wrong cache in API method searchRecords
Hi there. I found mistake on API method https://www.zoho.com/crm/help/api/searchrecords.html After changing the lead, I still get as a result of some time with changed lead (it no longer fits the search criteria and stores a field with a modified value). For example: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). Request: https://crm.zoho.com/crm/private/json/Leads/searchRecords?authtoken=Auth Token&scope=crmapi&criteria=((MyCustomField:aaa)) Result: Lead#1 (MyCustomField=aaa), Lead#2 (MyCustomField=aaa). -
5.2.3 MailPolicy violation Error delivering to mailboxes
When anyone @spmc.com emails me (or my IT guy, who is also on your mail system), it bounces back to them with the above error. I have this domain on my domain's whitelist, but still it bounces back. What can be done to permanently fix this issue? Thanks!
Google Adwords Conversion Tracking
I'm trying to add conversion tracking to my Adwords campaign. I have been unable to add the Google language as an action upon success. Is there a trick? Also, if it's possible to push everyone to a "thank you" page after they sign up that might provide an easier method to add the conversion tracking code. I haven't figured out how to add a page to the site without it populating in the navigation bar. If there's a way to do that it might just solve the problem. Thanks in advance.
Remove logo and business name from home page
Hi Is there a way to remove the logo and business name from the home page - but retain it on other pages? To be clear what I want is to use the banner on the home page for a large company name and logo, but to have subsequent pages without the banner but with the logo and company name. Hope this is clear? Thanks Alex
Errores en mail
Estimados, no logro que mi mail zoho funcione correctamente. Al revisarlo en MX Toolbox me aparece lo siguiente: Agradecería pudieran ayudarme. Muchas gracias. Loreto
I am unable to view the leads assigned.
Hi, I represent marketing team. Leads are either manually entered or imported directly from the website. Based on the Lead I will assign it to the respective Sales colleague. The problem starts here, Once the lead is assigned I am not able to view the Lead from my login. If I am not able to view, I will not be able to track the lead progress or update any extra information regarding the lead. Please help me how to overcome this situation. I am an Enterprise edition user of Zoho.
DNS Error SERVFAIL
Hi, I just received an error message when sending an email from my gmail account to zoho mail account. DNS Error: 15744135 DNS type 'mx' lookup of devalise.nl responded with code SERVFAIL
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