How to Share Documents from a group
I have set up a group and do not see how I am able to share documents with them. Am I missing the obvious? I see a chat screen come up, but nothing to share the documents. I have allowed full access by the other member in the group.
Changing a Search view for a Lookup field
Currently the default fields 'Account Name', 'Phone' and 'Website' appear when I select a lookup for Account. By using Setup/Customization/Search Layout I have changed the field selections by unchecking 'Website' and checking 'Site Name'. The fields are changed to show the new selections but when I do a lookup on Accounts I still see 'Account', 'Phone' and 'Website'. My changes are not taking. What am I doing wrong? Thanks!
How to remove relationship or SO and PO?
What are the steps to remove relationship between Sales Order and Purchase order? Scenario: Customer places order and eligible for BO, Create the PO against the Sales Order. There can be two scenarios why the sales order should de link with PO i) You get a rush order which can be fulfilled with the PO generated for another Sales order. ii) Customer Cancels or changes the order before shipping. Appreciate your help.
searching for accounts while reassigning child to new parent account
Hello, I will be reassigning a lot of child accounts to different parent accounts (in efforts to correct some data). So far, I've noticed that when I partially search for the parent account that I'd like to reassign to child account to, it does not return a search result in the lightbox that pops up. Is there something I'm missing? I have to manually click the arrows to the right in order to get to the parent account and click the button on the left of it and save the child account to this new
Same error in any api call. Please help urgent.
Trying to check EMAIL API. Any api call I send gives me same error {errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"} Included Auth code in headers as "Authorization":"Zoho-authtoken <token value>" What is the issue?
How to associate more then one contracts in one account?
Hello, My name is Juliano, im from Brazil and recently we update our version of ZOHO Support to Enterprise. We made that change because we need to associate the contracts to the products and the accounts, but we dont find that options in the portal. How
Mailbox Size Exceeds Limit
I'm receiving the following error on a user's mailbox: "User : caroline.olavarrieta@gametheory.joburg Details :MailBox Size Exceeds Limit [MailBox Size=2,390]. Mail Fetch has also been disabled for any active POP accounts." She has a limit of 5GB. Please let me know what the issue could be. Thanks. Kevin
cannot send mail.
hi. when i tried send e-mail i've got this messge - 554 5.1.8 null my address is - pavel.kukelko@agrooil.kiev.ua
Open ticket and email.
When a customer has a problem, I create a ticket with his name and after I create, I send to the company that makes the products I sell. The manufacturer's emails are always the same. 2 questions:
1 - Is this correct way to create the ticket with the customer problem? Forwarding an email to the manufacturer later?
2 - Is there a way to save the manufacturer's email so that it automatically fills in, just by typing part of the email?
Thanks
Domain already associated
I need help to retrieve my domain. I created the account but is says its associated with "*****26" I thins thats my mobile number which I entered but when I am login in. it keep sending me to the add your domain page and whe I entered my domain is says its already associated. Really need your help on this. I must have entered wrong in the creation of the account.
Adjusting Email Address
There is a typo in my current email setup - the typo is AFTER the @ . Is there any way to fix this?
I am not getting emails from certain people.
Dear Forum Users, I have been using Zoho Mail for some time now and everything works fine except that I am not getting emails from certain people such as my college professors. I am getting emails from all other people except my college professors. Can you guys please tell me what are the steps to troubleshoot this problem? What could be wrong? I even checked the spam section and there is nothing there. By the way, my professors are using Gmail as their email provider/ Do I have to adjust any settings
Is it possible to view / check Task on iOS app?
I cant see any icon / shortcut in the iOS app that let me go to TASK section of Zoho Connect. Is it possible to do that? If not please, implement it asap, please!
Unable to Add Zoho Mail Account to Outlook (IMAP)
A few weeks ago, I created a few e-mail accounts under a specific domain using Zoho Mail. I was able to easily add my account to Outlook. I recently re-formatted computer and downloaded Outlook again. I am now unable to add the same Zoho Mail account I had used for weeks to Outlook. This is an IMAP account, and I have checked to ensure that IMAP is enabled and I am using the same IMAP settings as I did previously. What could be preventing me from adding my e-mail to Outlook? Inability to access
Avoid the Junk Folder
Is it possible to structure an e-mail that will not go to the junk file????
Fields for getrecordsbysearch in the parameter searchfield
Which fields are available for getrecordsbysearch, do i need to perform the search by field Ticket Id of Tickets
Mailbox size exceeded quota
Hi I received a mail which states that my email account (nerine(AT)sulani(DOT)co(DOT)za) has been block as it exceeds allocated storage. From what I can see is the allocated storage should be 5GB, but the messages states that the it is only 300MB. WARNING : Mailbox size exceeded quota : 300 MB On the control panel it says: Usage: 5% of 5120 MB Any help? Cheers, Gawie
''Colleagues'' column with different domain
Hi, In my company we have 2 emails domains, @domain1 and @domain2. My problem with Salesinbox, is all the emails I received from my collegues with the @domain2 aren't showing up in the ''Colleagues'' column, but in ''Contacts & Leads'' instead. How can we fix this. Thank you,
Blocking fields from a condition
The users in the form have the authorization to update the data previously registered, but what I want is to fill a specific field, can not be updated or modified again, is this possible?
For the nowledge exchange marathon
Hi! Once before I have asked if there is a way to set the sending of the prepared macros to both the primary and the secondary email of a prospected client. There was an answer to my email by a nice man asking on whether we are about to undergo some training in that regard, and to pay for that service. I refused for certain reasons. I'm asking again: is there a way to simply send both emails the macros, when the entry (the prospected client) is just one of the marked contacts to be reached? I usually
How to create a Time Entry for an existing ticket using Zoho Desk API call
Hi: I was wondering if someone could indicate which API to use to be able to add a Time Entry for an existing ticket. I would need to add values for: Agent Name, Executed Time, Hours Spent, Minutes Spent, and Description. Can this be done using XML response? Or does it have to be done using JSON? Thank you very much for your help. -Alyssa PS I am still hoping to receive some technical help with this problem.
How can I create a Time Entry for an existing ticket in Zoho Desk using an API call
Hi: I originally posted this inquiry a week ago, but have not yet received a response. I was wondering if someone could indicate which API to use to be able to add a Time Entry for an existing ticket. I would need to add values for: Agent Name, Executed Time, Hours Spent, Minutes Spent, and Description. Can this be done using XML response? Or does it have to be done using JSON? Thank you very much for your help. -Alyssa
Pagination of coupon codes in Zoho Subscriptions
Hi, we are working with a leading association in our industry and looking to add a unique coupon code for each of the nearly 40,000 corporate members. We're testing the import for these coupons and it is working fine in our test organization with the first 8,000 coupons, however when we return to the "products" page in our portal, it takes 8+ minutes just to render the page because it is showing ALL of the coupons on one page.. is there any way around this? Is there any way to quickly set the
Debugging Custom Function with API Connection
We are developing a extension to use third-part app thru OAuth 2.0. We connected it with connector and authorized it in connector. We are debuging custom function to use connector API in extension. But can't get test response of the api in excuting of custom function. can you let me know the method to test connector api in custom function? Zoho gives the execute option to test the custom function. It is available with common functions. but in this case, what use OAuth 2.0 connector, I can't get
New Features rolled out on Aug 30, 2017
Zoho Creator Advanced Analytics We at Zoho Reports are extremely thrilled to announce the general availability of the much awaited Zoho Creator Advanced Analytics Integration. Zoho Reports Advanced Analytics Add-on for Zoho Creator enables you to easily slice & dice your application data and create insightful reports & dashboards. Users can embed reports and dashboards within your Zoho Creator apps. Empower your creator applications with deeper analytical capabilities from Zoho Reports. This integration
RECUPERAR EMAIL E PASTAS
Criei umas pastas no outlook e migrei os arquivos para essas pastas. Após a sincronização das pastas com o zoho mail, verifiquei que algumas pastas e arquivos sumiram. Teria como recuperar as pastas e arquivos que tinha em 28/08/2017 as 09:00 horas de Brasília?
Cliq Desktop application not working after login
Hello ZOHO Support-Team, i updated to the new mac version of Zoho Cliq. Unfortunately after i login i only get this screen: https://dl.dropboxusercontent.com/s/0aqodikcpo21jrb/SuperScreenshot_2017-8-1_8-30-12.png?dl=0 Perhaps again a problem with the Zoho EU connection because i think my account is on Zoho.eu instead of zoho.com. Can you please have a look. Thank you very much and looking forward to hear from you. Best Regards, Markus
Change Role Tab Not Visible
I have logged in as superadmin to upgrade a user to admin, but the Change Role tab is not visible under User Details. Is there some other method?
Zoho Invoice - GST Compliant Invoices and GSTR
Hi, Please advise the mechanism to generate GST compliant invoices for export of goods and services. Under Zoho Invoice settings, I am unable to find any preference for specifying appropriate declaration.This affects at least 3 things Declaration for Export of Goods and Services Scenario 1: SUPPLY MEANT FOR EXPORT UNDER BOND OR LETTER OF UNDERTAKING WITHOUT PAYMENT OF INTEGRATED TAXOr Scenario 2 SUPPLY MEANT FOR EXPORT ON PAYMENT OF INTEGRATED TAX Potential manual solution, does not scale - With
Changing plan code says invalid plan code
Changing plan code says invalid plan code. It seems the only way to edit it is to delete and recreate the plan?
Unable to connect to messaging service
HI , I get this message when I open a Zoho Sheet. The funny thing is that when I open the file from my mobile phone, it opens ok. But when opening it from the desktop, errors appear on the formulas and the "Unable to connect to messaging service" appears. Can you help ? I am testing and evaluating Zoho to see it is answers my companies needs . Thanks
How do I resize content area?
I have been looking for a way to resize the area which contains the content (forms, slideshow, etc). Allready searched around on the forum, found code below, but this didn't made it more width. .themeContentArea { padding-left: 20px; width: 67.9%; }
Zoho Chat for Mobile Devices (android & iphones)
I tried using this service,it does not like to login. It only loops back to the login page where I have to re-enter my username and password. Is there something I am doing wrong here? Emails setup fine with the apps on the mobile devices.
need help : template email customization
Hi there, I am working on a template email to send ot my contacts (leads + account). I want to show that it is a "normal" email with the text on the left. - and cannot find a way to do that in the customization template. (image1) It is very frustrating. I tested the "plain txt" function after choosing template. but I lose formats of my signature. (image2) Can you help me, please? Image 1: the txt is centered: I am looking to get on the left like a normal email. Image 2: txt ok but I am loosing all
deleting secondary email
Hi, I am unable to delete a secondary email. Pl help Regards, Sameera
What's New in Zoho Invoice- May 2017
May is here, and with it, new updates and features from Zoho Invoice. Check out what's new in Zoho Invoice this May. Fundbox integration Zoho Invoice is integrated with Fundbox to help you get advance on your outstanding invoices and run your business without any hitches. Fundbox integration is currently available for our customers in the United States who use Zoho Invoice to create and send invoices. Read more. Project name for Retainer Invoices The new update lets you add project name for retainer
Query SQL with inner join
Hi, I have a transaction table with heaps of rows. I want to create a SQL script that gets all transactions with the minimum transaction date. Eventually I want to purge/delete old rows using the delete API. Logically this is two steps: 1. Get minimum trans date from transaction table. 2. Select all rows in the transaction table where trans date equals the minimum trans date from previous step. I tried the following 2 SQL statements but receive different errors messages: SELECT COUNT(*) FROM
@Mentions shows deleted users
When I type my chat text and want to mention using @ the list that pops up shows even users who have been deleted months ago.
Blocked from removing Email Aliases
Hi, I have been testing the Email aliases to see what sort I should set up to assist with Spam reduction. I encountered the limit of about 25 email aliases and so I wanted to delete them all and start again using categories instead of individual site aliases. However I ran into the following error once I had deleted about 10 aliases: How long until this goes away? And why do you block someone from removing aliases during setup/trial phase?
merging duplicates & searching for format types
Does anyone know how to search for Format = bold and so that I can get results on a search for all cells that have been bolded? Also, want to be able to remove all duplicates / any tricks to this? Thanks!
Next Page