Client Zone
Hi: It would be great if I can navigate to a client and find all the related projects and files related to him. You see, one client can generate several projects. Some may use the same documents as a reference. Right now we have to upload duplicate documents for each project, since navigating to find the original is not easy (some projects might be archived and hidden). Just an idea. Un abrazo, Robby!
need help with a Quote form.
I want to create a quote form where I can list about 10 items. I want to have item number, order qty, Pkg Qty, Total Qty, Description, Package Price, Price Per Unit, Total Price. Then I need a Subtotal, Tax, Freight area with a grand total. And of course I need an area with sold to, bill to, date. Is this possible? What I use now is an excel spreadsheet which has all this. Thanks
Remove .html From Web Address ( URGENT)
I know there is lots of articles on this topic but they all seem to have different information. Could you please tell me how t remove the .html from my web address. Thanks
Cannot change primary domain in zoho sites
Hie, I am unable to change my domain rauchmedical(dot)clinic to be my primary domain when publishing. The primary is the one with the zohosites.com subdomain. And I am aslo geting an error even when I try to publish to the zohosites.com subdomain. Please help
.pst migration tool
hi team, please share me .pst migration tool asap, tool for windows 7 os and outlook version 2016
Two completely unrelated questions
Hi all, Question 1: I want to create a button with sums the values of two custom fields and change the account 'amount' field to that sum result. So amount = field 1 + field 2. I would add it as a formula, but the amount is a special field so I cannot do it. I am trying to use deluge but it's so complicated I cannot understand, it always gives me an error. It sounds so easy to implement that I thought it would be easier to just ask here. Question 2: Does Zoho CRM or any other Zoho module have a way
DKIM and SPF
Hi, I've configured SPF and DKIM excactly as Zoho documents said. But still keeps asking me to configure them. I saw in the forum that some other people had this issue too. Here is the screen shot of my DNS settings. Please let me know if I've done something wrong here. Thanks
Api searchRecords with filtering correctly
The following criteria I use: https://crm.zoho.com/crm/private/xml/SalesOrders/searchRecords?scope=crmapi&authtoken=-Token-&criteria=(Status:Tramitar) For example, there is a list of records in the Purchase Orders module with the "Status" field. At times it displays the documents but does not match those of the status assigned to it in the criteria. Sometimes it only returns some of the matching results, but not all of them directly confirm in zoho instead of using the search API.
Now, does it have
Trouble with the API method searchRecords
When I invoke the searchRecords method does not throw the information correctly This is the instruction I send you https://crm.zoho.com/crm/private/xml/SalesOrders/searchRecords?scope=crmapi&authtoken=Token&fromIndex=1&toIndex=100&criteria=(Status:Tramitar)
formula to convert date and hours into total hours
I am trying to get the value of: start date & time and the end date & time. For example: 04/05/17 - 9:00 am and 04/05/17 - 5:00 pm = 8 total hours The value I am looking for is the Total hours hired for the day....In this example, the answer is 8 I am using the Date/Time field in Zoho CRM Please let me know if you need additional information. Thank you ahead of time, Jules
it tips "inactive user" when execute Custom Function,email is confirmed.
it tips "inactive user" when execute Custom Function,email is confirmed. What's the reason?
Age Potentials by Last Time Activity (ie last call)
I am wanting to age our potentials by last time called/activity. This would require a schedule to run every night to set each potential to last call grouping (ie: Under 14 days, 15 to 30 days, 30 to 45 days etc). I am having troubles trying to figure out how to do this? Any ideas
Cannot Find String Function Proper ()
In custom functions, I need to be able to convert a string to Proper Case ) if first character in each word is capitalised. This is needed to clean up address fields etc. Are there any plans to add this function? John Legg Owner: The Debug Store
Access unique custom layout fields in Custom function
Hi, I was wondering if you have any idea for when the following will be possible with regards to custom layouts: - Retrieving all fields from a record using "getrecordbyid", including the unique fields. Currently only the fields that are shared with the "Standard" or main layout are retrieved. If I have any unique fields, their values won't come back. - Updating unique fields in a secondary layout - If a second or third layout has unique fields, you can't update them via API or custom functions.
Call Zoho Creator function from CRM function?
Is there a way to call Creator custom functions from inside a CRM custom function? Since CRM custom functions can only have a return type of void, I am wondering if I can write a custom function in Creator with a different return type (like int, or string) and then call that function from a CRM custom function? So far it seems that the 'call function' line in CRM custom functions can only call other CRM custom functions, which all must have return type of void. Am I missing something?
Calling Zoho Creator function from CRM Custom Function
Hello, Is it possible to call a function created in Zoho Creator from a Zoho CRM Custom Function? Here is problem this is trying to solve: I have several CRM modules where tasks are created. There is some processing before the tasks are created. I would rather not create x separate functions to handle this (because they're very easy to generalize given the right parameters and because code duplication is a terrible programming practice) and so I have created a general function in Zoho Creator
Custom Function not working
so i was trying to use the custom function like this data = zoho.crm.getRecordById("Accounts", input.accountId); info data; Could you tell me what is wrong with the code? it always return data null even if i only try to get list from the module like this data = zoho.crm.getRecords("Accounts"); info data; it is still return the data null. could you help me with this Thank You
Creating a formula field which is editable by the user
I have a client which needs to be able to add fields to a form on the fly, so that he can enter custom calculations for a particular "job". Some jobs are different, and require different calculations which may be very specific to that job, and will never be used on any other jobs again. To get around this problem, he currently has to export data from his database into an Excel spreadsheet, where he can compute the custom calculations, and then creates a Word doc from that data. I would like to create
Sales Funnel / pipeline report
Hi! I would like to know how can I create a sales funnel report using Pivot charts. I haven't found any information related to Zoho Creator and when I try to do it myself, I choose the sales funnel graph and it starts to load but nothing happens and the chart goes back to the previous chart format. We have a grupo of predefined sales stages and I would like to show something like: For the current month: - Stage 1 -> 50% leads - Stage 2 -> 30% leads Something like this: Any information will be welcome
SPF Errors
I have configured my DNS for SPF as indicated but continue to get the warning below from Zoho? This is for STLRE.com Configure SPF in your domain stlre.com DNS to ensure better email delivery.Learn more Note: If you have already configured, it may take 24-48 hours for the changes to take effect.
script sent to me by Zoho doesn't work
This is what was sent to me: If(Tonumber(${Resolute Accounts.Final Mkt 2017})<Tonumber(${Resolute Accounts.Initial Assess 2017}),${Resolute Accounts.Final Mkt 2017},${Resolute Accounts.Initial Assess 2017}) If(Tonumber(${Resolute Accounts.Final Mkt 2017})<Tonumber(${Resolute Accounts.Initial Assess 2017}),${Resolute Accounts.Final Mkt 2017},${Resolute Accounts.Initial Assess 2017}) This is the response i am getting: Syntax Error. Check the examples for any functions you're using to see if you formatted
Problem with migration
Hi. When I try to add an account for migration it said: Unable to connect to your account. Please Click here for more info . I re-check password and user, but its ok, also I try to configure IMP in Gmail, it was off
Client with multiple branches
Dears, I have a client with 120 branches and I need to create events and tasks for each one of them. Is there a way to create these branches as sub-accounts for the main account? Thank you, Anthony
SPF Validation
I´ve already set all records related to SPF and SPF was not validated by ZOHO yet. Please find my records below on registro.br: omargarida.com.br MX 10 mx.zoho.com omargarida.com.br MX 20 mx2.zoho.com omargarida.com.br TXT v=spf1 include:omargarida.com.br include:def.com include:zoho.com~all omargarida.com.br TXT v=spf1 mx include:zoho.com ~all omargarida.com.br TXT zoho-verification=zb14915688.zmverify.zoho.com zb14915688.omargarida.com.br CNAME zmverify.zoho.com What´s wrong? Regards
How to create a summarized field
Hello all In the accounts form, I would like to add a summarized field to compute the total of the Deals, but I don't know how to do it. Thsnka in advance
unable to receive emails
Hello - I am using Zoho mail with my domain dtechsystems.co. I am able to send mail but not able to receive mail. I also updated the MX record.
Problem with creation of account bussiness
When I try to create a new account for the business, it stays in pending status in guest list, I do not understand because they are those specific account if we were able to create all the accounts of the employees less the account of the director. The domain is cacaonilodge.com and I have access to ftp and cPanel, as well as I am the administrator user who can create new mail accounts. I do not understand the problem, can anyone help me? Thank you
Confusion around users/aliases/emails
Hi all, I have two website emails: info@x.com and name@x.com. I want to completely remove info@x.com as it is catching tons of spam. Have been trying to do this simple change for the past 2 hours and I am just completely stuck. I only have one registered user which is a super admin but I am being denied permissions. It is telling me I should contact the admin (which is myself) at the email address (which is my current login as super admin). Baffled. When I try to delete my info@x.com as my secondary
FTP upload into Zoho CRM from Five9 telemarking software
Hello, I am using Five9 telemarketing software to do outbound and inbound telemarketing. They will be recording all the calls our telemarketers make. The telemarketers will be generating qualified leads and pushing them into Zoho as a lead. With that, I'd like them to push over the call recording. Five9 can only send that through an FTP. Is that possible.
Cannot use Zoho Mail because SMS verification code never arrives
Hi, I'm from Peru, a friend just created a couple of days ago her Zoho Account. When she tried to use Zoho Mail it asked her to associate mobile phone to her account, so she entered the number but SMS code never arrived. She tried several times but it didn't work. Please help!!!
Personal Email Account Locked
Hi, my personal email account is locked and I urgently need to regain access to my inbox. I tried emailing Zoho support but received no reply. Can I send the email address in question in a private message? I don't wish to post the address publicly due to possible spam. Thank you. Edit: Just wanted to add that it was locked due to having too many concurrent webmail sessions. I'm guessing that when I close my browser without signing out, Zoho Mail keeps that session active. In the past when this has
Unit price with discount
Could someone help me to crate a custom function for getting the unit price with discount please? I've already created a custom field (in items) where i want to put the unit price with the discount in it. So what i need is a custom function that could make this operation for each item in the estimate: rate * (1- %discount) --- if the discount is in % or rate - discount --- if the discount is in $ Thank you in advance
how can we have the images associated with the Location map in the Contact modules
When we click on the location map (address information)in the contact modules.How can to see the image(front view of the company )? how can i get this done..
How to change the order of Notes in Contacts to make the most recent appear first rather than last
All Notes are in visible in Oldest to Recent order oldest at the top. With tons of note history from legacy systems, scrolling to bottom for each contact is hugely inefficient. Thanks, Russ K
add a user to only a tasklist
is it possible to associate a user only to a certain task or tasklist? as opposed to the whole project?
MBOX to NSF Converter
MBOX to NSF Converter tool is an easy-to-use mail migration utility that transfer emails from MBOX files of Thunderbird, Spicebird, Entourage, Pocomail, Eudora, Mulberry, OperaMail, SeaMonkey, MozillaMail, Netscape, Evolution and ClawsMail files to Lotus Notes NSF files. Download Free MBOX to NSF converter software and convert your emails from MBOX or thunderbird to IBM Notes NSF file format. For more details download and test this tool:- http://www.nsfsecurityremover.com/mbox-to-nsf.html
Locked-out Superadmin
Hello, I'm posting on behalf of the superadmin email of my domain. I accidentally disabled my superadmin account while fiddling with the API. Could you kindly assist in re-enabling my superadmin account of my domain? Thank you.
Zoho mail in Norwegian?
Hi. You have zoho-mail in Danish and Swedish but not Norwegian. My customers are not that good in English so a Norwegian translation would be great. If there are any language files that can be translated I would like to contribute. Espen
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 POST 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":"INVALID_METHOD"},"status":{"code":404,"description":"Invalid
Zoho ShowTime: Planned Downtime on 9th April
Dear users, We will be carrying out scheduled maintenance of our servers on 9th April 2017. Our services will be unavailable from 1:30 AM to 3:30 AM PST on the mentioned date. Sorry for the inconvenience. Regards, Nandini Diagarajan
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