Real Estate CRM
Looking for some help on Tailoring Zoho to work for a Real Estate office. Entering in leads from calls, etc., assigning leads, lead tasks (acceptance of lead, follow up, covert, etc), input properties, property under contract (timelines), email marketing, access levels, etc. You can contact me at info@pricelessrealty.com Budget : unknown | Duration : ASAP To leave a private message, please click the link for private response in post Action section.
Creating modular functions to be called by other custom functions.
How would you go about creating a function that is given an input and returns a value? In my case I want to clean up phone numbers but I don't wish to rewrite the essential code 3 times over for each mobile, landline and alternative phone number. Ideally I create a separate function that processes a provided number which I can call from other custom functions. The issue being that when I try to create a function to do so it must be associated with a module and is not allowed to return data. An alternative
Emails from people in my address book
Hi all, it seems like an obviously good idea... Have a filter that will take any incoming email and check it against a user's address book and, if the sender is in the address book, put it into a folder called something like Known Senders. Does anyone else thing this seems like a good idea? I'd love to be able to just avoid all the spam and so one.
"Couldn't sign in" from Gmail App on Android
Hi, since about 2 weeks, I keep getting the message that the Gmail app (which is also a generic IMAP client) can't sign in. The credentials are correct since it does retrieve emails occasionally with the same settings. The app is configured to fetch emails every 15 minutes, but I keep getting that message every few minutes. Greetins, David
Newsletter display issue on different Email Clients
This query is regarding a campaign created on ZOHO, however the e-mailer is not showing properly on GMail & Mobile Mail Client, attached its the screenshot on the same.
You are not authorized to view this page when i want to verfy the owenership for my domain
when i press on "Proceed to verify domain ownership" it gives me this error "You are not authorized to view this page " what should i do?
Deluge Scripting Help Needed (This is a paying gig!)
I need some deluge scripts written for a workflow to copy information from custom Potentials fields to Quote fields.
My Account is inactive
Hi Support team, My business account (email phuongnam@vpppn.com) returns "Account is inactive" when I try to log in to Creator. Unfortunately, the locked account also means that I cant access my previous business emails and business CRM data having a major impact on my business. Could someone please activate the account as soon as possible. Thanks a lot for your support, Loi
Community Digest - September 2017
Hi folks! Below, is the gist of all that's been happening in the world of Zoho CRM throughout the past month. September's edition of the Community Digest encompasses useful CRM hacks, tips and tricks, custom functions and more. Community learning series: Most Discussed: The second Ask the Experts session garnered quite the attention with our product experts answering questions, live in the forums for a 5-hour session. Customizing Modules and Fields in Zoho CRM was the talk of the day. Automate
SalesInbox duplicates emails in both "CONTACT & LEADS" and "NOT IN CRM"
Hi, Seems like SalesInBox would occasionally category the same email into both "CONTACT & LEADS" and "NOT IN CRM". See the attachment for screenshot. There are a few emails with exact same senders, content, and everything that appears in both categories. Both of the senders are on the Contact list in CRM. So I don't really know how to deal with this? Would we solve this soon?
Mailerlite - direct integration
Greetings - Any plan to have a direct integration between ZOHO crm and mailierlite? I know we can use third party tools, like zapier to take care of this, but any direct integrations? thanks in advance
Change "This report is not accessible." page
Hi all, I have a public form that, on edit, will send an email notification. This all works fine. When I click submit, though, I get sent to the "This report is not accessible" page. I don't want the user to see the reports, but I also don't want them to see this page. How can I direct them to a page that just says "Data Entry Successful"? Thanks in advance! Levi
unblock
can you please unblock my email jose@interexplode.net ? outgoing is not working and i can't unblock it
Form where users can edit their own records
I have several users - not zoho creator users - who each have individual records. I would like to give them access to edit their own data. What is the proper way to do it, and which resources can I draw on to get insight to this facility. To be more precise - I have signed people up to a conference with workshops, and now I have all my workshops in place, so I would like to send an email to all attendees asking them to choose the workshop they would like to join. I would not want them to go to the
Fetch SubForm data from another Creator app
I'm looking to pull data into one Creator app from another, I have successful pulled in individual fields from the Parent form using a Function. But I also need to pull in data from it's SubForm and I'm having trouble getting it working The Function code I am using for the Parent form fields is: string arAccess(int Ar_Lu) { fetchAr = Area [ID == input.Ar_Lu; return fetchAr.Ar_Name; } Any help much appreciated. Thanks
Retaining variables after form submission
Is there a way to retain variable values after a form has been submitted? I have an evaluation form where a supervisor evaluates various people. I need them to be able to select a subordinate from a drop down, complete the evaluation, submit it, and then select another subordinate. The subordinate list is a lookup that is filtered, and is dependent on a previous field for the filtering. It works ow, but you need to re-authenticate each time to see the list of subordinates. Thanks!
Urgent! - My email is being flooded and my all domain users getting spem mails from my emails address name.
Hi Zoho Team, Since last few days we are receiving some spam mails using our domain that is bdsserv.com. I believe some thing is happening wrong. Can you guys please rectify this & get back to us with proper solution. Due to this there are we feel unsecured. Please also let us why this is happening if someone is hacking our server or not.
"Error Occurred" message when creating a new account
Hello, I am trying to create a new account at zoho mail, but I keep getting "Error occured" message. Any help!!
Are Note (plaintext) fields supported in subForms?
I do not see the Notes field as an option for a subForm field. I was able to add it to the form field definition in code without error but it ignores the new field of type plaintext. I could not find this listed in the subForm known issues and limitations paper, is this documented? Also here is a forum entry from support saying there is no restriction on subForm fields. So there is some confusion. thanks, tt
zoho email account blocked - please help
My zoho email "erwng03.15@zoho.com" has been blocked. This login was working fine until I updated the email address in my profile. I have sent email to email support but did not get any reply. Please help. Thanks.
survey custom page - error
Error! End page message is not valid.End page message should be 1 to 5000 characters. it only contains 1,000 chars. There is a bug.
Embed a stateless form more than once in the same in a page, is it possible?
Hi, is it possible to embed the same stateless form more than once in a page like the example below? when I try, only the first one loads, and the other two never load... thanks Luis htmlpage Page() <%{%> <table border=1><tr> <td> <div elName='zc-component' formLinkName='MyForm' params='zc_Header=true&field=1'></div> </td> <td> <div elName='zc-component' formLinkName='MyForm' params='zc_Header=true&field=2'></div> </td> <td> <div elName='zc-component' formLinkName='MyForm' params='zc_Header=true&field=3'></div>
Emails forwarded to me are bouncing back to sender
Several emails that were forwarded to me bounced back to the sender. It seems to be happening only with emails that have long message threads, attachments, and lots of links. Is there a way to change the MailPolicy settings to allow messages like this through? It's a real problem as I often receive emails of this sort from clients. The error message on the sender's end looks like this: Final-Recipient: rfc822; xxxx@lindykae.com Action: failed Status: 5.2.3 Remote-MTA: dns; mx.zoho.com. (204.141.32.121,
unblock
could you please unblock jose@interexplode.net ? thanks !
Formula referencing date entered on form.
Hello, I am needing some help understanding how to write a formula that references a date entered into my form so that a report can be generated. Please see the attached snipit for a better reference. Thanks in advance for the help. Ryan
Can't Add Domain
I get an error that states "this operation has been restricted" when trying to add the domain saenzfamily.us.
Problem with DKIM anf SFP
Good nigth. I have problem with the SFP and DKIM configuration. I have added all the register but it does not work. I need help to solve this problem. My domains are: megacuponcolombia.co megacuponcolombia.com megacuponcolombia.com.co
Unable to add Email Alias Address
Hello, My current email address is jamesgreer@techgarage.gq, and I would like to add james.greer@techgarage.gq as jamesgreer@techgarage.gq's alias. I created a email account for james.greer@techgarage.gq, but when I try to link the two, it says it is already exists. How do i fix this?
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
I'm getting following error on my account ID 414075728 This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
updating from background Paypal subform
There's limited access to the paypal subform, it doesn't appear I can pull any of those fields into the reports, so I'm trying to update a form field, this seems simple/easy but isn't working, any thoughts? On Edit - On Success if (ZC_Payment.payment_status == "Completed") { input.Payment = "paid"; }
Inventory Item to Unit relationship (many to many)
I'm creating an application in which I have- 1. a list of inventory items 2. a list of units of measure Now want to create a Sub-form in the Items Form, where I can define one Base Unit of Measure, and as many Alternate units of measure For example I want to define 1 LITRE of Oil = 0.8 KG = 1 CAN. Here LITRE will be BASE UNIT Can anybody help me do this? The units should not be repeated, and once BASE UNIT is defined, it cannot be changed
This Operation has been restricted, please contact support
I'm getting this error when I try to add my domain. Could you please assist me with this?
Logic problem
I have three fields: Login - which uses a single line field that will take a value and evaluate it using the if condition; Association Selected - which will be populated, based on the Login field if statement; and Candidate - that will filter a database list from another form and only show those records that meet the value of Association Selected. The first half works (using a login value to set the value of Association Selected), and the second half works if I type in the Association name in Association
Can't Delete a Field from a Form
I'm trying to delete a couple of fields from a form, but when I try to delete the field, then I get a message saying that "This field is referred in the following places. Please remove them and then delete this field." and it gives a list of Views. However, the field is not included in any of the Views listed. The only connection I can see is that the Views are all based on the Form that contains the field I would like to delete. Can anyone suggest how I can get these fields deleted from the form?
Why Subform is not showing User field type and Notes field type?
In my simple task management system, i have a subform that has the following fields and types: Service (lookup) Assignee (users) Notes (Add Note) Due Date (date) In the actual subform, only the Service and Due Date show up? Why? Where can I find documentations of the subform limitations? If these are indeeded limited, what's the recommended workaround?
Outlook 2016 folder sync issue
Until recently. there was never a problem where email in ALL folders would not download when Sending/Receiving mail in Outlook 2016 was manually or automatically executed. As couple of days ago I was helping a client who was missing email. Turns out the email was flagged a spam. This is not the problem though. We have ingrained the need to check the spam folder before contacting us in our clients. The issue is: Outlook is no longer retrieving email for ALL folders simultaneously. Users are now having
Subform Shows No Records [ Resolved ]
My main for, "Lots", has a subform, "Residents". I created them both from an Excel file at the same time. I later decided that I wanted "Residents" to be a subform. Getting things to link up properly was difficult. At first, the subform showed no records. Using Deluge, I can fix this by editing each of the Lots records. This is a painstaking process. I have more data I want to bring in to make additional subforms. How can i do this so the linking works right away?
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Five hours ago I wrote to support but I haven't had any answer yet. I can't add any user to ferriereltda.com
Mail Delivery Status Notification (Delay)
From: mailer-daemon@mail.zoho.com [mailto:mailer-daemon@mail.zoho.com] Sent: 04 October 2017 17:58 To: hiral@pixelgravures.com Subject: Mail Delivery Status Notification (Delay) This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Wed, 04 Oct 2017 05:27:30 -0700 from hiral@pixelgravures.com [hiral@pixelgravures.com] ----- The following addresses had fatal errors ----- [Status:
Verification problem with DNS running on Linode VPS
To whom it may concern, I am trying to get my domain verified and have added both CNAME and TXT records to my DNS according to the instructions. I have actually added various options to each in case i have made a mistake. I have also added the MX records. When i do a DNS check with Ultratools, it correctly shows the MX records but indicate no CNAME but does show the TXT record. However when i verify it indicate that there are no TXT record I have attached copy of the TXT, CNAME and MX records as
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