How to duplicate a record
Hi All I am wanting to duplicate a record and not sure how to do this. I would like the entire record to be duplicated using old values when the user changes the revision number of the record. For example, if the user opens up an existing record and amends the revision number field from A to B, I would like the entire record to be duplicated using the old field values (revision A) before the amendments where made. During this event I would also like to change the 'superseded' field from the default
Deleting SuperAdmin Email?
I changed the default email for my super admin account. The other email has become a secondary email, but I want to delete it. How do I go about doing that??? Do I have to close the account, and sign up for zoho again? (I don't want to do that.) It used to be the super admin email, but now I don't need it. I'd like to make it a group email, but it's not letting me do that.
update items with api
Hi guys, I've tried ... myarray= { "sku" : newRec, "name": name+" "+newRec, "reorder_level": reorder, "vendor": supplier, "custom_fields": [ { "index": 1, "value": "On Order" } ] } Which fails when the custom_fields is included, fine otherwise ! There is no example using custom fields in the api help (that I can find) Can you help with the correct syntax please :-)
Configure SPF for zoho.com
Hello, I have a problem here and I can not resolve... I used the configuration - v = spf1 to mx include: vedspf.vedomi.com include: servers.mcsv.net include: zcsend.net? All So, I changed to - v = spf1 to mx include: vedspf.vedomi.com include: servers.mcsv.net include: zcsend.net include: zoho.com ~ all What's the problem? Is it because I'm keeping "include: zcsend.net"? How do I configure? I followed the steps and nothing ... Note: I am in Brazil and managed directly from the panel of Registro.br.
Schedule Report to send as excel file
Is it possible to set a schedule for the report to send a excel spreadsheet/ CSV file, at the moment its just a PDF.
Summary Report PopUp Width Setting?
Hi. I am using a summary report in conjunction with a normal list report. When you click on a row in the list, it popup displays the associated summary report (invoice). Is there a way to control the width of the popped up summary report. It seems to fixed at 50% width of screen. Has anyone found a workaround to display larger widths? Thanks in advance.
Sendmail Issues - Other Users Having Issues?
Any other users having sendmail issues frequently? Emails are currently not sending in our application and this has happened multiple times in the past few weeks.
Invalid Characters
Hi, I am trying to enter data in to a form via the report interface. When i try to submit I get invalid character error message but the error message doesn't report which character is the issue. The error message is below and the text from the file is attached. "1 . Failed to update data. ." Please could advise which characters are causing this issue so i can find and replace them and upload. Thanks
Not getting Confirmation E-mail
I have set-up additional e-mail client on my zoho.com account several hours ago and have not rec'd Confirmation e-mail to Verify account. E-mail address shows "Enabled" in Setting page, and I have hit "Resend" several times?? No e-mail from zoho.com in either inbox?? Please assist. Thank You, Doug drmaze@zoho.com
header within a report
Hi I use to print each record of a report as a "summary" and I want to insert a header - my name and address - on the top of each printed page. I have been told that this can't be done only creating an html page. I am not so good with html.... I tried to embed the report within a page but it is pasted as it is and can't be edited. How can I append this two rows before the report itself? Thank you!
Error MSG: Port 993 not supported ??
I am trying to configure an IMAP client on my zoho.com account. When I try to input 993 for the inbound server (SSL), the error msg says only 995 is supported. In that case, IMAP is not supported with SSL ? Thanks, Doug
Refresh the page (with a filtered report) when I click submit.
I created a page which consists of a form and a report (the report of the form). Lets say that I have filtered the report to find some records. When I add a new record and click submit is there any way to refresh the page and shows me the filtered records (which I have found them before the submit)? Without need to search them again. With other words with the refresh to return back to the filtered page view.
Error in CRM task - SearchRecrods
Hi, I am trying to fetch data from CRM to ZOHO Creator on User input of a fields like here "Accounts" using "SearchRecrods" task. It is working fine for when every respective fields have values in CRM response but what I notice that when any of the fields in CRM of any record is blank then I got the below error it seems the response can't handle null value or it doesn't include this field in JSON list even. so script can't iterate the list. I tried to use "ifnull" but not working so. for instance
Populating lookup based on another lookup
Hello, I have a form for new projects. I want to allow the user to select a contractor from a list of contractors to assign to the project. Each contractor also has multiple employees, one of which will be assigned to the project. What I hope to accomplish is a filtered list of contractor employees based on the selection of a contractor in a lookup field. Not sure how best to go about accomplishing this. Any help greatly appreciated. Best, Chris
Account is disabled
Hello. Just registered an email address "admin@proxyislife.top". However when I try to log in to my mailbox it says "Account is disabled". Please help unblocking the account. Thank you!
Blocked - 550 5.4.6 Mail rate exceeded limit
I told my company that we should use ZOHO Mail. Now I'm in trouble because my accounting department cant send end of month invoices. Please, can you look into this urgently? I understand blocking someone from sending spam but software like Pastel will send to all clients and might look like spam. How can this be used for business if you block emails like this that bring money into our company? I'm very confused at your limitations on accounts. Can we please pay so that this one email for accounts
Some users do not upload to distribution lists
Good Morning We have a issue with some users, because when try to add the user into a new or old list, not work, attached a couple of images about the issue
How to add new email accounts
I have multiple domains and now I would need to add email accounts. How can I add more email accounts?
Normalisation
Have a quite large database (around 500 records), need help with normalisation of the database and designing the Entity relationship diagram. Cannot attach the file as there is some error
Unable to add Alias Address when I config Email
I config email at step 1 Unable to add Alias Address https://phattoroi.top/
Compose email?
I am brand new and cannot find any functions that help me to send emails. There is an icon for "New Note" but that's all. There is no email recipient address field for that function so I can deduce that is not it. I took a tour and saw on an example that there were icons on the far right hand side that had a pencil so I am thinking that might be the compose function but I do not have it. Any suggestions? Thank you!
I do not receive mobile verification code
Hi, I'm trying to create an account and verify the domain www.pizzutoautopartes.com.ar but I never receive the message text. My phone is +54 2235797475, then i tried with +54 2234571808. I changed several times the number but it does not works
Download to Mobile
How to download an mp3 file from Docs to mobile device (Blackberry OS 10). Thanks.
2nd e-mail client
The 2nd e-mail client is showing as "Enabled", but I never have gotten the "Confirmation" e-mail from Zoho.com. I followed the online instructions, but no e-mail ? drmaze@zoho.com 2nd e-mail (inactive): knightscross@zoho.com Thanks...
unable to verify domain. screenshot of dnd manager attached
hello admin i am unable to verify my domain. pls find attached the screenshot of my dns manager page
Use Custom Formula Field to get Weekday from a Date but as a String
Can someone please help: I need to Create a Custom Formula Field to get the Weekday from a DateTime Custom Field: AppoitmentDate BUT as a String, in ex: 'Sunday' not as a number '1.0' as the 'Weekday' function already returns it https://www.zoho.com/crm/help/customization/create-formula-fields.html I've tried with nested IFs as in this formula but i a get a 'Syntax error for the given formula' if(Weekday(${Leads.ApointmentDate})=1,'Sunday',if(Weekday(${Leads.ApointmentDate})=2,'Monday',if(Weekday(${Leads.ApointmentDate})=3,'Tuesday',
New e-mail shows "Enabled", but no verification e-mail
I have followed the posted instructions for setting up additional Pop accounts under my zoho.com mail. Get no error msg, but, the 2nd e-mail shows "Enabled", however, I am not getting any "Confirmation" e-mail from zoho (?) Can you please assist? Thanks,
Unable to setup a forward rule
I get an "Action Restricted: Please contact your administrator" - and I'm the admin (role)... Anyone have an idea? Jim
URGENT request!
Hi I have set up a new email with zoho mail. I am unable to add info@manor-grove.co.uk to my user as it seems to be in use - i need urgent access to this email. can someone please remove it so i can add it.
Unfortunately my organization deleted from zoho mail
Unfortunately my organization deleted from zoho mail.after that,re register domain & verified it.but my email account is not working.massage show that permission not n granted.
How to display line breaks in an html view for multi-line text?
If I put html line break code in the text then that br code shows up for people who view the field within Zoho's non-html views. But multiple lines of text show up as one line in an html view, although they show correctly in other types of views. Is there a simple way to make multi-line text show as multiple lines within an html view, without the html code showing up in other views?
I do not receive mobile verification code
Hi, I'm trying to create an account and verify the domain www.pizzutoautopartes.com.ar but I never receive the message text. My phone is +54 2235797475. I changed several times the number but it does not works
Custom actions
Hi all, Can someone help me with the code for transfering "pendig orders" to "ready to deliver orders" ? With a custom action button "ready", and is it possible for the app to automatically add the date i pressed the "ready" button? Ex: I pressed "ready" today, the app automatically adds the date to a "ready date" field? Thanks all, i really need this!
Gmail contact addon
Hi there Is there any way I can see relevant CRM contact details in Gmail? (Like hubspot Sidekick, etc)? Are there plans to make a gmail extension so I can easily create contacts without a bunch of back-and-forth from gmail to CRM? thanks!
Campaigns go into spam
Hello, on the number of test campaigns, with 3 different email domains, a lot of emails (about 90%) go into spam, mostly for big mail servers (like gmail and outlook). We've attached an example of an email header for an email marked as spam, which was sent to gmail from one of our domains, please could you take a look into this and advice us on what we could do about this? Many Thanks.
Account is inactive / Admin accout
Hi I created a new account, but a cannot sign in, i get an account is inactive error. The account is carlos.bastidas@scontrol01.com. That is the admin account for the domain scontrol01.com. I need complete the email migration to Zoho mail, so I need sign in with my account, it is urgent. Thanks for your help. Regards, Carlos Bastidas
Conditional dropdown - Set Filter Not working.
I have a lookup field and configured the condition in the set filter. The filtering condition shows in the box after the condition setup is done. I see the Set Filter is unchecked with no condition text if I navigate back to the field again.
Rebuilding the Web-to-lead forms
I've been having issue with web-to-lead forms for some time now. It appears bots are targeting the forms directly, now and then we will have a surge of junk leads come through, mostly from russian descent , if i check out analytics, we do not have the same surge in web traffic that the forms had. Some days the leads dont work at all, I have tested this by filling in the forms at random intervals over a month. half the time it does not work. I was advised to append a capthca to the webform but
Account is inactive / Admin accout
Hi I recently created an account, but when a try sing in i get the error account is inactive. The account is carlos.bastidas@scontrol01.com and it is the admin account for that domain. I want to continue the migration of my email to Zoho, please hep me, this is urgent. Thanks, Carlos Bastidas
I can't sign in
Hello, i want to ask, why i cant sign in? It said invalid password. But after i forgot password, my account not registered -_- Thank you
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