Custom Fields in Web Form
I would like to add custom fields to the Web Form, but do not see how I can create such; for instance I would like a field that states "Availability" and provide candidate the option to select multiple choices. Can this be accomplished?
Limit data displayed in field in report
Hi - I have a report with a comments field that sometimes gets quite lengthy. I don't want to limit the input on that field, but when I display it in a report, that field can make the row for the record take up most of the page. Is there anyway to truncate the amount of information displayed for a given field in a report? Basically want to keep my reports crisp looking without limiting the underlying data in the form. Thanks.
can't ad user to CRM
Hi, It says that this user already is in a CRM account. We had a back office problem at the time I was adding this user so I need you to straighten this issue as well. He doesn't want to be in any other CRM, only in the company's. Please help or advice. Thank you; Zsuzsanna Valasik
Can I use a custom action to open a form and populate a lookup field?
I'm using a report with a custom action, trying to open up a form and populate a lookup field with a project code but having issues. My custom action function is as follows: void display.BookAppt(int id, Add_Project proj) { openUrl("#Form:Book_Appointment?Project=" + proj.Project_Code, "same window"); } On the Book_Appointment form, I have a lookup field called "Project" and I'm trying to pass the "Project Code" value from the Add_Project form, but it isn't working. if I change the function to
Informações
Alguem aqui no Idioma Portugues Brasil que possa me ajudar eu ja fiz de tudo para atualizar dkim e não consigo
Zoho Mail not configured match with SPF Entries in WIX
Why SPF entries in my domains DNS in WIX are not configured to match with Zoho Mail ? I submit trouble screenshoot Thanks
Batch updates
Hello, I am having an issue with batch moving of multiple emails. I select several, go to "move" button on top and select a folder. My understanding it they should move at this point, but nothing happens. Is there a button that completes the action or what am I missing? thank, Denis
DKIM Verification Failed (NameCheap)
hi! I have already set up the TXT records in Namecheap but I keep getting the "Verification Failed" pop up. Was wondering if I'm the only one who has this problem and can anyone help me with this? thanks!
Reimport Accounts with reference to Contact
HI, we use a Primary Contact in Accounts. With the Data Migration Wizard i imported Accounts first, then Contacts. The relation works fine. Now i must update Accounts with a reference to the unique Contact-ID. I know update is possible with " Import My Organization Accounts", but then i have no reference. Data Migration Wizard makes no update, but makes a duplicate. Any Solution? Hubert
Read Status is always false
<fl val="Read Status"><![CDATA[false]]></fl>
Transfer data from dropdown to a new form on submit
Hello, On submit I transfer data to another form which is working. However when I transfer data from a dropdown it reveals the ID of the dropdown and not the text. How do I code to transfer data from a dropdown into a dropdown on another form on submit? insert into Paraplanning [ Added_User = zoho.loginuser Case_Details = input.Brief_Details_of_Advice_Given Case_Status = "New Submission" Client_Full_Name = input.Client_Name_to_be_Used_within_the_report Date_Received = input.Date_Submitted
Error creating more users
Dear support There is an error when creating new users "Se detectó una actividad inusual para esta IP. Inténtelo de nuevo más tarde." Could you help me? Thank you
Is there a way to show SalesSignal info on a specific contact's page?
Under the bell symbol > SalesSignal, actions (last opened, last clicked, etc.) on emails and campaigns for many contacts can be found there. This is very valuable information. Is there any way to see this information on a particular contact without having to scroll through the SalesSignals? When I am on a contact's page, I would like to be able to see when that contact last opened/clicked on an email that was sent. Is there a way to show/see the same info that is under that bell/SalesSignal icon
Delegation option for approval
When a manager goes on leave, manager himself or admin should be able to set up delegation of approval requests to someone else during the absence period. How can we achieve that in Zoho People? Also, how can manager or admin re-route the existing (pending) approvals to someone else if required?
Has ZOHO Blocked my IP Address?
Is there a way to privately send the IP Address to ZOHO Support?
Trouble with MX and TXT records propagating
So I have just set the necessary MX records in my DNS records, to use Zoho for incoming email instead of the service I used previously. Zoho has thrown a warning "The MX Records of your domain are not pointed to Zoho. You may not receive emails in Zoho." for the past hour. This is strange - because I sent the TTL of the new records to 300, and DNS propagation tools like mxtoolbox.com confirm that the new MX records are visible now all over the world. Why does Zoho not recognize them, when everyone
Thunderbird to access Zoho mail gets connection timeout
As of yesterday, I could not use my Thunderbird to access my Zoho mail. It states connection to server time out. The setup has been working since I have Zoho email for two years. Any advices on how to solve this are greatly appreciated.
Unable to paste any screenshot into my email
Hi, I am experience an issue whereby i am uanble to paste ny kind of screenshot into the email that I am composing, i had tried Snipping tools, Print screen, as well as pasting the image to Microsoft word before pasting to the email, however none of the method works. Can you advise? Thank you
Custom Module and Related List
I've created a custom module and now want to relate that to the Leads module. I'm having trouble getting my head around the best way to do this. I'm adding the leads using the crm api and at the same time I'm creating a record in my custom module. The field that should link them (to avoid duplicates in custom module) is email address. Should I be using email address as the required Untitled Name field when I create the custom module? Whilst adding the records I'm assigning the returned IDs to variables
Basic Subform Behavior
I'm scratching my head trying to figure out the basic subform behavior. What I expecting was the subform (based on a form linked to parent) would act similarly as a list report. Where you could click on the row and the actual form would popup with all the fields available for editing the subform information. However, what it does is all editing of only "shown" fields in the row of the subform, With no way to get to the actual form, that I've found. I building a contact list. Parent form is Customer
Insert a new record (Price Book)
I am trying to insert a new Price Book record from my api. This is my XML: <PriceBooks> <row no="1"> <FL val="SMOWNERID">2505249000000119011</FL> <FL val="Price Book Owner" /> <FL val="Price Book Name">My book</FL> <FL val="Active" /> <FL val="Created By" /> <FL val="Pricing Model">Differential</FL> <FL val="Modified By" /> <FL val="Description" /> <FL val="Pricing Details" /> </row> </PriceBooks> I can insert successfully
DNS is not my website host. Stuck!
My domain name is registered with Namesilo, but my hosting is with iPage. So in the NameSilo DNS Manager, I have iPage set as the NameServers. When I go into Namesilo to change the MX records, it tells me I cannot make any DNS changes unless I change the NameServers to the NameSilo defaults. If I did that, I assume my domain name would not get forwarded to my host iPage, and my website will thus disappear (?). Is there some work-around to this ? Or will I never be able to use my domain name in my
DNS forwarding
My domain name is registered with Namesilo, but my hosting is with iPage. So in the NS DNS Manager, I have iPage set as the NameServers. When I go into Namesilo to change the MX records, it tells me I cannot make any DNS changes unless I change the NameServers to the NS defaults. If I did that, I assume then my domain name would not get forwarded to my host iPage, and my website will thus disappear (?). Is there some work-around to this ? Or will I never be able to use my domain name in my Zoho email
The data you have entered already exists
Hello, I cannot seem to add the domain erinhare.com to my account. I get the error "The data you have entered already exists" but nowhere is this domain listed as a secondary email account. Can you please help me sort this out? Thanks! Erin
Not getting income emails
Hello, i recently installed zoho as my mail server for my domain selesolutions.com i can send emails without an issue, but i dont receive the emails back, i checked my mx records and they seem to be ok can you help me out?
Is there any way to restart failed webhooks?
It is useful to find the list of failed webhooks. But I couldn't any find any options for re-sending a failed webhook. Is there any APIs or other options for resending the failed webhooks?!
Account is disabled (Zoho Mail)
What to do when trying to login with Zoho mail: "Account is disable" is always returned? The password seems to be validated. The domain is validated. And checking the control panel the mail account is up. Its just that custom mail accounts automatically gets disabled. Why? Anyone have experienced this?
INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :SPF: 74.201.84.163 is not allowed to send mail
I'm trying to send an email to another company but was returned with invalid address error. Upon checking I found that the IP address mentioned in the below error have blacklisted by several anti-spam sites and softwares. A little check on mxtoolbox also confirms that this IP 74.201.84.163 has been added to DNS Realtime Blackhole List. http://mxtoolbox.com/SuperTool.aspx?action=blacklist%3a74.201.84.163&run=toolpage Is there a way to NOT using this IP address? Below are the message received: This
Hey quick fix :-)
This has just been bugging me that past few weeks can we correct this please. #frmdrpdiv > div > span.fl.spaceNowrap.w250.oflowh <span class="fl spaceNowrap w250 oflowh">Drop or the attach the file here</span> "Drop or attach the file here" You can find it in the forums when attaching a file. Thanks Josh K
En CRM vistas, CONTACTOS, es posible aplicar un filtro que haga referencia a CUENTAS?
Hola a todos, He creado una vista en zoho CRM en el módulo de contactos, y veo que los filtros para esa vista solo hacen referencia a campos existentes en "contactos" y a un par de campos en "cuentas". Yo tengo dentro de cuentas empresas de diferente tipo, y necesito crear un filtro en la vista de contactos que me permita crear campañas para enviarles correos solamente a los contactos cuya cuenta es el del tipo x. En cuentas esto lo especifico en el campo llamado "calificación". No logro hacerlo
SearchRecords Created today
Hello, Which would be the correct syntax so I can search for potentials (opportunities) that have been created today? Something like: zoho.crm.searchRecords("Potentials","CreatedDate|=|Today)",0,100); Many thanks in advance, Josetxo
redirect URL after webform submit neccessary
Hi Guys, we´re using a webform, which pushs the data into CRM. BUT! We need to redirect not to a static website, but to a website which depends on a value of one of the fields... ANY Ideas, how to handle this? Means: If value = "1" refer to website1 If value = "2" refer to website 2 Any Hints?
Email Groups Not Working
Hi, I've just created a new account using my domain. I can receive emails from loca domain users and external domain (gmail, yahoo etc) users but I am not able to receive email on group addresses. I've tried both from local domain users and external email account. Group Access Level is set to Everyone so anyone on Internet can send emails to the groups. Any clue why group email addresses aren't working?
AT tagging other system users in notes
Hi Our system users are not alerted when they are AT tagged in notes. I have not been able to fix this. How do you set the system so that users are emailed when you tag them? Thank you
Unable to send message;Reason:550 5.4.6 Mail rate
Hi, Every time I am about to send an email I get this message and I am unable to send an email. Then I have to unblock the mail account as an admin and then send the email. I also observed that somehow I am getting lots of mailer@deamon as a failure notification mails for unable to send mails to the recipients that I have not even sent. I think there are some spam email going from my account every other day in a bulk and that block my account. Please help!
Email field - learning&development@companyname.com.au
The email field does NOT accept special characters for email addresses. My client has an email as learning&development@companyname.com.au
Does an email get sent to the client when an Estimate is marked "accepted" and a Retainer Invoice is automatically created?
When I mark an estimate as "accepted", Books asks if I want to automatically create the Retainer Invoice. When I select "accept and create", the Retainer Invoice is marked as "sent". However, in my testing an email is not being sent. Should an email be sent to the client for the Retainer Invoice automatically when an administrator marks the Estimate as "accepted"? I am pretty sure this happens automatically when a client accepts the Estimate in the Client Portal but I want to determine if this happens
Please unblock my account
thanks
German translations
Hi Zoho admins, As a German I am pleased to work with a fantastic CRM system that is in German, thanks for that. I do however often bump into text that is missing translation or where the translation is not great. Nothing to worry about, and I am no complaining at all, just wondering if you guys are still working on translations, if there is anyone looking after such things, or if you could need help? If so I am more than happy to offer my help in finding and translating text. As a German who is
Error Says MX not configured. we cross checked its correct
Hi We are not able to receive any mails. I checked MX records.There is no issue. But issue is with your SMTP. Connecting to 74.208.101.38 4/25/2017 6:45:39 AM Connection attempt #1 - Unable to connect after 15 seconds. [15.02 sec] PWS3v2 15189ms
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