markos
porfavor como puedo hacer para aumentar el espacio de uno correos de soho, los 5 gigas gratis ¿Te soho es para el total de correos creados con mi dominio?
days360 unavailable for trial Enterprise version
In DateTime functions this function does not show up. Nor can I use it in a function......I'm evaluating the Enterprise version
Update Lookup on custom module
Hi, I am attempting to update a custom field (lookup) on a custom module. I am looking to create a workflow rule to call a custom function on create. I want to populate the lookup field with the account id, below is the example of the code I am using; mySuppID=input.SupplyID.toLong(); relatedSupply = zoho.crm.getRecordById("CustomModule2",mySuppID); //info relatedSupply; siteid=relatedSupply.get("Site_ID"); mysiteid=siteid.toLong(); relatedSite = zoho.crm.getRecordById("CustomModule1",mysiteid);
Undelivered mail returned to sender - domain dcs.discovery.co.za
Good day, I sent a number of email yesterday of which all addressed to domaindcs.discovery.co.za were returned as undeliverable. Would that mean the Discovery server is blocking my Zoho messages? Please advise. Thank you, Corne Dippenaar
Creator Scheduling is BROKEN
Hi there, So I am coming to the forums with this because our emails and calls with support don't seem to be making a difference anymore. We have at least 400 applications, months ago I created a script to export records via email and then delete old records. I then inserted this into every application and created a schedule to trigger it on the 1st of each month. This took ages to set up and embed into each application. After setting it all up I then found that not a single schedule even attempted
php mail() not working for zoho ids
while i'm senting mails from my scripts the whenever the recipient id is a zoho one the mail won' t reaching the inbox. Same is working for gmail ids. Please respond. thanks in advance
Email Delivery in Spam Folder
Why did email deliver to spam folder? When I sent the test email it came to inbox.
Searching records right after make an update to zoho crm
Hi all, I'm facing an issue with the method searchRecords, after updating a record in Contacts group. The 'updateRecords' is working well, but a few seconds later, I'm getting a 'search records' and the request is not getting the previously record updated however making refresh Zoho CRM page and the project I work recently, this is getting the right record. Do you have any suggest to solve this problem? Thanks in advance. Regards.
How to save field settings???
I feel like there's some secret button I'm supposed to click to get Creator to save form field settings. I'll set something in the field, like the name of the field. Then a little yellow box appears that says "Saving Changes...". Then, when I go back to the edit the form, none of the changes are there. Sometimes I've given up and just let a field be called "Single Line" because I can't get Creator to save anything. Here's an example. Here's a screen shot of Creator saying it's saving changes to a
Subscriptions for small magazine publication
We are considering moving from a manual Excel, PayPal, QuickBooks process to using Zoho Subscriptions to manage a small magazine publication. We are looking to add recurring billing, recurring payments, expiration notices, group emails, mailing labels and list export functions to our capabilities. Will the ZOHO Subscription platform help us with these tasks?
TDS on Vendor Payment
Hi there , i need to deduct TDS on vendor payment. Please help me out with a way out. Thanks Vikrant
Sharing Deals by Stage
Can i Share deals in a specific Stage with a specific group or persons sot they can only see deals in this stage? I've tried it before and its seemed to work but now i can't do it again fro some reason. is that possible?
Not receiving emails from Gmail accounts
Hi. We are not receiving any messages from Gmail accounts for about a week. Can you please help us find out what could be the problem? Thanks! I ran a Diagnostics on mxtoolbox.com and shows a SMTP Connect failure http://mxtoolbox.com/SuperTool.aspx?action=smtp%3asantiagosystems.com&run=toolpage Here's the notification sent by Gmail: This is an automatically generated Delivery Status Notification THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. Delivery to the following recipient
This user is not allowed to add in Zoho.
I was trying to create an account for my domain - comiccon.asia.
Zoho CRM user is not receiving invitation email
Zoho CRM user is not receiving the invitation email. Can you pls help
Automatic print (CRM Invoice)
Is it possible to print the invoice automatically after it is saved? I have been looking in the CRM options but not luck so far. Thanks,
Cant create new project just in one account
Hi, We are having troubles to create a new project just for one of our costumers. In the others costumers it works fine. Regards,
How does the "Social Section" work under the leads module for Zoho CRM?
Just wondering if anyone can tell me if the Social Section under the leads module in Zoho CRM auto searches the lead info to associate the social media profiles/pages to it? If so what fields does it search? Is this something that has to be manually entered? I am trying to streamline my prospecting process in Zoho CRM and need to reduce some of the fields. Currently i have fields for facebook, twitter, and other social networks for input. If this is not necessary and the Social Section attempts
Replicate database to external Postgres or MySQL?
Operating in an environment where a lot of enterprise data is already getting warehoused in a Postgres db and would like to replicate/sync creator tables/data there for reporting and backup purposes. Is this possible?
LEADS app crashes
Have had many crashes, deleted app and reinstalled 3 or 4 times. It digitize codes, but crashes when scanning cards. Other behaviour was to crash when trying to change language or country. No answer to emails sent to support. Errors report setup is ON, so they should have and know. Very dissapointing
HOW TO INTEGRATE ZOHO CALENDAR INTO ZOHO CRM?
HOW TO INTEGRATE ZOHO CALENDAR INTO ZOHO CRM?
Simple SQL logic in CRM Reports??? - Please???
There are some super basic elements that are EXTREMELY frustrating in ZOHO CRM Reports. The simplest of them being that (at least with custom modules) there is no way to simply provide a COUNT function. Why would something as simple as this not be included? SO for example of I have a number of records in a custom module that I would like to group by one of the fields and then count the number of records... NOPE. Similar and equally as painful problem is that if you are going to group by the
Adding Java Scripts into Quote Templates
Is it possible to embed java script into a quote template? We are looking to manipulate the available Product Detail fields using our own calculations.
Notes from other modules to appear in accounts
Hi all Is it possible for notes from Invoices and Sales Orders to appear in accounts module? Thank you very much Best regards
Need help creating a simple search interface
Hi, I've researched and I found some sample apps for search interface https://app.zohocreator.com/sampleapps/search-records-in-a-form/#Report:Search_records_in_a_form_View https://app.zohocreator.com/sampleapps/embed-search/#Form:Form_A But at old entries; they say you can copy that applications. On new interface, there is no option like that. How can I install or edit these sample apps for looking the codes?
Change custom field from Text to Date without losing data
Hi all Just wondering if this is possible? We imported 12000+ rows of data from Excel, and to get it to import I made what should ideally be a Date field a Text field. Is it possible to change it to Date? As far as I can tell I would have to create a new custom Date field, but of course the data from the previous Text fields wouldn't move over. Is there any way to move the data in bulk from the unwanted Text field into the hypothetical new Date field? My gut says no, but I thought I better check
What will you do if google app not working on android phone
If google play(app) service unfortunitaly has been stopped on your andorid phone lets see some shorts steps may be help your problem To break it down to you, you can: 1. Empty the cache for the Google Play Store in your settings 2. Delete Data 3. Uninstall Play Store updates 4. Clear cache for Google Play services 6. Activate the Download Manager which is in the settings under Applications as well. 7. Remove account and reinstate. If these stes not work you can check out this page for your further
Filtering Records by Multi Lookup
Hi, We are trying to conduct filtering of contacts to send them emails. We have a multi select lookup in with a linking module that links together Contacts and Campaigns. We need to be able to filter all the contacts who contain a link to a particular campaign, and send them a CRM email. Unfortunately, I am unable to find the filter in the zoho crm's contacts view that enables me to do that. What recommendations do you have? Thanks, Mykola
Workflow alert not triggered when update a field
Hi, I try to set up a workflow to alert the agent if a certain field is updated. I set the rule to execute on Field update, so supposedly, when I update the specific field of the existing ticket, that rule should be triggered and send out an email alert to me. However, I didn't receive the email alert. It's not in my email spam, and when checking the history of the ticket, I can see that there's no rule triggered. However, I've done other similar workflow settings for executing on creating the ticket
Email Outgoing Blocked
Dear All, Our email address donotreply@bit68.com has been blocked because it sent too many emails to info@r-productions.com. We have closed that channel and we would like to unblock this email address. Thanks
Confidential Deals in CRM
Hi there, One of the guys in my team has asked if Zoho have anything in place to hide confidential deals in the CRM? Restrict the access to just him for that particular job? He is apart of a wider team, so he will need to share some of his other deals, however some of them are private and cannot be viewed by other people in the organisation. How can I set up a private view? Is this possible? Thanks!
Requesting the Admin Email Password
Hi Zoho Team, I have a problem with login to the (cambri@cambridge.lk) following admin email. i dont know the password of admin email and the secondary email password also i forgot please make arrangements to give me a secondary email or the reset code for the admin login. Thanks Stefan
How do i add actions to Events?
I can see in Events that it says "Upcoming Actions" But i can't figure out how to add Actions or Tasks to Events. Rgds Rene
How do I assign tasks and reminders to others in CRM?
Our projects have multiple owners who share responsibilities across the lifecycle of a deal. Is there a way the primary owner can assign a task or reminder to members of his team? Or better yet, a way to automatically have team members receiving the same reminders and notifications as the owner?
Outlook contact integration
It would be useful if there was a button 'add to Zoho CRM' within the actual contact card
Sync Contacts from Outlook
Hi there, One of our guys needs to sync some contacts from his Outlook across to Zoho CRM. He has over 6000 contacts in his Outlook that have been built up over 10+ years in the industry. Some of these contacts might be duplicates or people who have worked over a few organisations in the past 10+ years. So, I have 2 questions: Is there a way to select which contacts you want to transfer over, without having to transfer over a whole file or group? He doesn't have his contacts organised in any particular
After I upgraded to Zoho One, my users are still in Trial mode
I upgraded to Zoho One and added my company users to Zoho Creator. After adding, my employees still cannot access the full features such as Sub Forms and the software asks them to Upgrade (in the top right corner). I've emailed support but the response has been really slow and this hasn't been fixed for weeks. How can we fix this? my account is quan@gantom.com my user's account is sally@gantom.com thank you
Task Due On Stage Not Date
How can I add a task that has a due stage, not due date? Eg; Our sales process in Zoho CRM goes through 12 stages and I need to create a task that is due when the 8th stage gets completed for a certain customer (ie; this is a one off task I need to create, not something for every customer every time stage 8 completes). So how can I create tasks due by stage, and not due by date. Any ideas would be greatly appreciated.
Restorder and picking list
Hi, I have a customer that work a lot with items. They have a very good service and want to deliver porducts as quick as possible if needed. Sometimes SalesOrders include items that are rare, and is incoming for stock. They would like to have a prioritylist that shows articels/items on stock and a list for e.g. this weeks deliveries to customer where they can see the time of order (SO) and priorities which customers who should have the deliveries of th items that they still have in stock. Is this
Creating a new account
Hi there, When I first set-up the domain aceteammc.com, i'm able to create email addresses. But this time round, upon accessing, I couldn't see any control panel that would allow me to create email address. May I know how should I go about creating email address then?
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