Pivot Tables: Associate data shelf with different rows
I would like to have my Updates column relate to "last modified" while my New Issues relates to "added time". Is there a way to do this in the same pivot table? In the example below, I want the number 8 to be on the month Apr because all my updates were during the month of Apr. The example below shows that 3 updates were in March because the record was created in March. I need to see the sum of updates that happened within the listed month. https://creator.zoho.com/appbuilder/joeybuck/host-care-managment/report/Month_to_Date/edit
Search not working
Hi... Please see these video... my filter is not working https://www.screencast.com/t/z8BGIPn9Gky Thanks Kazuo
How to calculate unit price for product in zoho Inventory?
Hi Team, I have just used zoho inventory recently and i have some question would like to ask you for more understanding about this software: - Does zoho inventory support for calculate unit price for product? ( my company is manufacturing). if yes, we have material, labor and others expense how we input to zoho inventory? - How i charge cost to Cost center of Dept? Thanks for your help! Lily Nguyen
SPAM
My account has recently become flooded with SPAM. No matter how assiduously I go through the serpentine procedure (click-scroll-click for each and every one - it used to be just one click (just one)) to mark each of the 200-300 SPAM emails that I receive almost daily, the flood continues and all my requests for help from Zoho go unanswered (or are they lost in the SPAM flood?) I am finding the Zoho Anti SPAM procedure to be completely ineffective and their Customer Support to be non-existent. Is
Fetch record referenced to on another form
Hello, I have three forms in my application: "Projects", "Contacts", and "Activities". On my project form, I associate every new project with a contact. On my activities form, I want to be able to pull up a list of all active projects via a lookup, choose one, and then display that project's contacts details (e.g. full name). How would I go about doing that? Activities Form Lookup -> Project A -> Project A Contact Record -> Full Name Thank you!
How to set different logo in different Customer Portals under the same organization account
I think that my question is not supported for now. We have 2 working companies under the same organizational account. We have also created 4 applications (2 for the one company and 2 for the other) and we also use customer portal for these apps. My question is if it is possible to have different company logo in each application. 2 applications with the one logo and 2 with the other. I think no, as it is not possible to manage 2 companies under one organization account like Zoho Books for example.
report on creator
hello india ! I have created several reports based on different part of a same form Is it possible when i edit (update) a report to show only the corresponding part of the form without showing the entirer form? thank you in advance
Emails not reaching Desk/Support Tool
I haven't been receiving emails all weekend into the DESK tool. I checked my inbox and it looks like they are being denied somewhere. Here is the response I'm getting back. Something like this happened over the holidays as well and it took Zoho a few days to figure out the issue. Please let me know if anyone else has had this issue and knows what is wrong? From: Mail Delivery Subsystem <mailer-daemon@googlemail.com> Date: Sun, Feb 5, 2017 at 8:47 PM Subject: Delivery Status Notification (Failure)
Multiple Payment Methods
I am setting up a registration form for classes that we offer, and I'd like to give people the option of paying either online with PayPal or with cash or check at the event. Is there any way to do this?
Run script On Load of application?
Hi! I would like to run a script when the application loads. If this is possible, how do I accomplish this?
Cannot Send Email sin today morning
Hi, I am not able to send email through our email id since morning. Appreciate if someone can help Gautam
Used wrong email when registering new account
Hello When i registered for a new account & domain through Zoho i used .com instead of .co.uk and have not received a verification email for the domain. I changed my email in the zoho control panel & received a verification link which i clicked. I have not received a link to confirm my new domain. I have contacted customer support via the web form & have received no response. My calls are not being answered when i ring the support line. Can some one please help me here?
Exporting to spreadsheet creates duplicate lines
Hi! I have a client who is exporting a report from Zoho Creator. In the Creator report, there are no duplicate lines. In the exported spreadsheet, however, there are (very occasionally) lines that are duplicated. Has anyone else experienced this problem? Thanks!
Auto populate form based on dropdown selection
Hello all, Thank you for taking a moment to read my request for help. It has been a few years since I have worked in creator, so please be patient. I have a form named Build_Sheet where several values are entered during an assembly process. Such as serial numbers, configurations etc. I have a second form named Data_Collection where additional information is stored about the equipment in the Build_Sheet form. Workflow is as follows. Assembly builds a new tool comprised of multiple serialized
Notification " A new ticket has been submitted"
We are testing the ZOHO desk in combination with ZOHO CRM. Now we receive every hour a new email that there is a new ticked has been submitted. This is for all the tickets that are in the system ( closed and open). I disabled all the notifications but sill we receive the e-mail. What could be the problem, is this because of the test version?
Adding TAGs at Task Creation?
Can you add a TAG when creating a task?
Volusion Integration
We currently have a Volusion ecommerce website with an API. We need to have customer information (name, email, phone, etc.) synced with our existing Zoho Creator application. Budget : $500 | Duration : Two Weeks To leave a private message, please click the link for private response in post Action section.
Direct Assignment Rule using criteria Account Owner or Contact Owner
Hello, I saw in this thread that there appears to be a way to create an assignment rule based on the Account Owner field. However, when I attempt to create a new Direct Assignment Rule, those fields are not available in the criteria drop down list. We do have CRM and Desk set to 2-way sync and can confirm that functionality is working. Can you please provide more detail how to assign tickets based on the Account Owner and/or Contact Owner fields?
Sending cv's to zoho recruit by e-mail and create the candidate
Hi all, I would like to know if its possible (and what will be the process) sending cv´s by an e-mail account to zoho recruit and create the new candidate by that. Thanks in advace. Pedro
New Features rolled out on April 19, 2017
Beta Release: Teamwork Projects Advanced Analytics Add-on We at Zoho Reports are very happy to announce the release of Zoho Reports Advanced Analytics Add-on for Teamwork Projects (Beta). This add-on empowers the users of teamwork app with advanced analytical capabilities thereby giving a greater visibility & control on their project execution. The Teamwork Advanced Analytics connector comes bundled with over 50+ default reports and dashboards that will help you keep track of your Key Project Metrics.
"Your account is disabled. Please contact your administrator for details" Error in Zoho Expense
Hi, I deleted my organization's admin user account from Zoho Expense which was running on trial expenses to start with new actual expenses. However, when i try to integrate the admin user account in Zoho Invoice to Zoho Expense it shows this error "Your account is disabled. Please contact your administrator for details". Can you please guide me thru this to activate my admin user account for Zoho expense? Regards, Suyog Powle
Invoice with hourly rates plus lump sum / fixed rate
I bill my clients per time plus when I work for them at their location I charge a fixed rate that covers the time and expenses spent on travelling to them. When I work from my office, I do not charge them that fixed rate of course but only the time that I worked for them. My question is: How to include the fixed rate for travelling in my invoices? Currently I am using Google Sheets to keep track of my work and have a column to state if the fixed rate applies. Ideally, I had hope for a checkbox like
Delete leads but not contacts or accounts
Hi, I want to delete the Leads I have in the CRM but do not want the Contacts or Accounts that have been created to be deleted. I'm assuming that because I converted Leads to Contacts or Accounts that they are identified differently from Leads? Will I be okay deleting all Leads and the Contacts and Accounts will remain? Many thanks for your help, Kelly
Possible account lockout. Not able to send emails
Hi, I had a working email system for our account however for reasons still unknown i am not sure why the sending is not working and only the receive is working. I have checked the blocked account, however dint see anything there. Can you please help me in this investigation. The only suspicion is a option clicked by our developer to send some alerts outbound and i am thinking that has caused some issue. I have disabled this option now. Please advice. Thanks, G
Sorry , we are unable to process your request, please contact support@zohomail.com
Hello I keep getting . "Sorry , we are unable to process your request, please contact support@zohomail.com" every time i click on my email account, every time i try to set the DKIM I get the error "the input passed is invalid" when i try to save the selector name. Any help would be greatly appreciated? pensemporium.com
The domain which you have entered belongs to a different deployment/region (UNOMOKSHA.COM.BR)
Hi I am trying to create a email for my business (unomoksha.com.br) when i tried to signup with the above domain i am getting: "The username which you have entered belongs to a different deployment/region" error message. Can you please help us to complete the signup Thanks, Diogo Fagundes
how to create a link to a email search?
I want to create a link in my project admin interface to do a search in Zoho Mail On GMAIL it's very simple i can create a link to something like: https://mail.google.com/mail/u/0/#search/pepe And it will search for pepe on gmail. How to do this on zoho?
How to organize your files better in Zoho Docs?
A clean, organized desk persuades you to get to work while a messy desk creates stress and confusion. It's the same with files and folders on your desktop or the cloud. Poorly ordered files and folders eat up your time and efficiency. Here are some tips to organize files and folders better in Zoho Docs to make you more productive at work. Organize better. Search less. Create and classify folders. The first step to have your files in order
getRelatedRecords to get accounts related to Custom Module entry
Hi all, I am trying to get related accounts of a custom module (business partners) entry. Here is the query: https://crm.zoho.com/crm/private/json/Accounts/getRelatedRecords?authtoken={auth}&scope=crmapi&id={id}&parentModule=CustomModule2 But I am getting: { "response": { "uri": "/crm/private/json/Accounts/getRelatedRecords", "error": { "code": 4401, "message": "Unable to populate data, please check if mandatory value is entered correctly." } } } However I can get Tasks
Multiple Dropdown types for Custom Field
Hi, I am using the free version of Zoho Inventory and am trying to set up multiple dropdown custom fields in a sales order form but am currently limited to 1. Is it possible to have more than 1? Thank you. Sung
CRM_ERROR_PAGE_500::::EXCEPTION
Hello, When I try to check my 'field updates' (in automation/workflow rules), I get the error shown below: CRM_ERROR_PAGE_500::::EXCEPTION Could you tell me how can I solve it? Is this a bug or is there any way to avoid it and check my configured 'field updates'? In addition, when I go to blueprints and I edit one of them, I'm trying to configure as an 'after' rule to update a field. If I try to associate an existing one, nothing happens. It's supposed that I should see a list with every field updates
Report Designer
Hi, Is there a possibility to create a new report by user themselves - selecting the columns required in the report and the filter fields and the field to be grouped. Basically a report designer kind of functionality is what is my look-out. As in the Project area - only there are 3 reports - Project summary, project detailed and timesheet report. This is not enough. So may be if a designer sort of interface is there - then it will be good to choose our own columns and grouping and filtering to generate
Error trying to add a task to a project in Gmail
When I try to add a task from gmail, I get the following error. "No Project Portals created for your domain. Click here to proceed further" When I click on "here", I get the following error: "You do not have permission to access Zoho Projects You are using an older version of Zoho Projects which is currently outdated. Please try re-installing Zoho Projects from Google Apps Marketplace." I tried uninstalling and reinstalling the projects google app with no change. I "think" it might have something
Formula to Calculate Fiscal Year Contract Amount
I am having trouble creating a formula to determine the revenue generated for an opportunity within a fiscal year. For Example: ${Opportunities.Monthly Recurring Fees} will generate $2,500 a month in revenue. Fiscal Year Ends 3/31. If contract closes on ${Opportunities.Closing Date}, how much revenue will the opportunity generate between ${Opportunities.Closing Date} and 3/31 of next fiscal year end. The issue I have is determining the number of months between the closing date and the fiscal year
How to restrict users from seeing others data?
We have sales members from different regions and we do not want them to have a view of each others deals/accounts/leads... So, how do we restrict users from seeing others data?
How to find which outgoing emails were blocked ?
Hi, One of our Zoho emailids was blocked temporarily in the afternoon when we were automatically sending new updates in email to our users using our server and using SMTP. We know several outgoing emails were blocked and they didn't go out to our users. Now we want to find out which outgoing emails were blocked or rejected by Zoho ? So that for those emailids, we can retrigger emails. regards Nidhi
Daily limit reached
Hi, emails are not sending saying I have reached quota daily limit for accounts@unitedhire.com.au, we are not sending that many emails and have upgraded the account, this is very annoying, can someone please fix asap.
Limits on Sending Emails
Can you let me know the daily limit for sending emails and if the limit is different for a paid account. I am not using the system for bulk emails but am sending a lot of emails each day to different customers.
Replacement for Sage ACT!
I would really like to speak to someone about a business that is currently a ACT! Gold reseller that is interested in becoming a Zoho partner and attending Zohoholics next week. Emails to sales are unanswered and the sales phone number goes in to a queue of 1 and dies.
cannot add email alas using api
Hi: I performed a request to add an email alias for an existing account with the following details URL http://mail.zoho.com/api/organization/zoid/accounts/account Verb PUT Request Data: { "mode" : "addEmailAlias", "emailAliases" : "daniela" } I replaced zoid and account values with my organization and accounts ids. The api returned the following response {"data":{"errorCode":"EXTRA_KEY_FOUND_IN_JSON"},"status":{"code":404,"description":"Invalid
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