Displaying field data in different font than the field name
I have some modules with quite a few fields, including some multi line field types and am noticing that it is not always easy to distinguish the field data from the field name since the font size, color and type for the data is the same as the field name. This is especially noticeable when the field is a mutiline field and the data is shown direclty below the field name. Is there a way to have the field data show up in a different font - perhaps in bold, or a different color or size? It may sound
UNBLOCK my account
Unable to send message;Reason:554 5.1.8 Sender Address Blocked
UNBLOCK my account
gopidevanb@myfirsthome.co.in Please unblock this account
how to add opening stock value and closing stock value in zoho books
how to add opening stock value and closing stock value in zoho books for final profit and loss
CRM with Campaigns
Is there a way to add the Mail List or Lists for Leads or Contacts in the CRM when creating the Lead or Contact? This would save alot of duplicate information and also allow us to sync the contact much easier. Thanks Darren
Set User Permissions
Is there any way to set user permissions as follows 1) Allow specific users to duplicate reports but can't edit them 2) Allow specific users to access only those leads, accounts and contacts to which they are assigned Thanks
Custom VAT field on invoice
Hello, I am busy setting up Zoho Subscriptions. This is for selling an online service inside EU in Business To Business. For this are specific regulations and invoicing in place. One of them is that the invoice needs to state the VAT number of the client. I saw that you can add custom fields to a new customer (I assume this is also possible with the API) but how can I add this field to my Zoho subscription invoice template?
Contact information displayed under Account details
Hi When a contact is displayed on the main profile of an account it displays their name,email and phone number. I want to display their department/role in this area to allow quick identification of the correct person to contact under the account. I can customise the contact's 'business card details' to include this but it is not transferred through to display under the account. How can i customise this view on the account view? Cat
Job ID sort order
In the Job Openings section you are displaying the Job ID. Its an integer. The sort order is alphabetical. This should be numerical! 1,2,3,4,5,6,7,8,9,10,11.. Not 1, 10, 11, 2, 3, ...This may also be a problem on dates. Also, it would be nice if we could sort on multiple columns. Also, it would be nice if the table remembers the sort order once one gets back to it i.e. with the back button of the browser or through breadcrumbs. Just remember the users sort order and apply it every time a list
553 Relaying disallowed
I get the domain from zoho, but i don´t receive emails, just send. when i try send a email from my gmail account, this is the message. help please. Thanks Delivery to the following recipient failed permanently: info@mysteriesoffire.com Technical details of permanent failure: Google tried to deliver your message, but it was rejected by the server for the recipient domain mysteriesoffire.com by mx.zoho.com. [204.141.32.121]. The error that the other server returned was: 553 Relaying disallowed
553 Relaying disallowed
hello, I get my domain through Zoho and validate it already. But i don´t receive emails. I try send a email from my gmail account and receive this message. Need solution. Thanks Delivery to the following recipient failed permanently: info@mysteriesoffire.com Technical details of permanent failure: Google tried to deliver your message, but it was rejected by the server for the recipient domain mysteriesoffire.com by mx.zoho.com. [204.141.32.121]. The error that the other server returned was:
Problemas para configurar crm
Hola buenos días, espero puedan ayudarme, tengo un formulario de crm que cuando lo incrusto en mi pagina a través de un iframe funciona bien pero no puedo extraer los datos para colocarlos en mi base de datos asi que, lo coloco directamente en mi pagina pero entonces no envía el correo. Estaré atenta a su respuesta Muchas Gracias.
REACTIVATED USERS CAN NOT ACCESS ZOHO CRM
Dear, After reactivating the users, they receive an email where they are informed that they are active, but without the link to access the zoho CMR. How can I generate the link? I await your response Thank you very much
Best email integration setup for crm
I am just setting up and could use some help. Would you recommend setting up a zoho mail account or integrate a gmail account? Also when I reply to an email in either, is there a way to automatically create a contact or add the email to the existing contact file? The zoho crm email is not to user friendly as gmail is I find.
Reactivate users
Dear Reactive two users, they received an email confirming, they are active. But without the link to enter Zoho CRM What do I have to do so they can enter? I'll look forward for your answer Greetings,
Is it possible to create this?
Is it possible to make a calculator like this? To help determine the freight class of your LTL shipment, enter your pallet dimensions and weight below for an accurate density calculation. Length (in) Width (in) Height (in) Cubic Feet Weight (lbs) Pallet #1 Pallet #2 Pallet #3 Pallet #4 Pallet #5 Pallet #6 Pallet #7 Pallet #8 Totals TOTAL DENSITY 0 lbs/cu ft FREIGHT CLASS N/A
How to Edit an attachment instead of always adding a new one using iPhone/iPad app.
In the iPad app, when you take an attachment related to an account and you send it to another app to edit it and then you edit it. If you send it back to Zoho, it attaches it as a new attachment. Is there a way to overwrite the current attachment rather than creating a new attachment instead? Thanks! Craig
Change date field to date-time
I would like to change the data type of a field from a date to a date-time data type. When I look at "field type" (located in appearance section), that option is greyed out. I have several hundred records saved so don't want to delete the field altogether. How can I go about making this change without wiping out the field?
Delete and Re Add User?
I delete a user because I couldn't change the email address. Now I can't re add the person because it's saying the person exists. How can I add the person back?
Integrate Avaya with Zoho CRM
Hi, i'm trying to integrate Zoho CRM with our avaya telephons. And we finish the all steps of the doc (https://www.zoho.com/crm/help/zoho-phonebridge/asterisk-avaya-elastix.html#frequently_asked_questions) and we get a error message : "licence check faild - contact Zoho Support" See atached file. We are in standard edition and normaly it have to work : Thanks for your help.
Email not activated
Hi team, my id info@wabisabibakery.com is showing that it is not activated. please activate it on priority.
Zoho People billing into Zoho Books - Please enter a suitable VAT treatment
When I create a bill in Zoho People and try and send it as an invoice to Zoho Books I get the message from Zoho books "Please enter a suitabel VAT treatment". I am pretty sure I know what this means in terms of where either my business or my client's is regsieterd for VAT but i cannot find where i need to make that change. Can anyone help? M
Tab Groups
I've created multiple Tab Groups and assigned users accordingly, based on viewing preferences. Is it possible to make the "all tabs" group available only for certain roles (i.e. admin roles)? Thanks, Emily A.
"Unable to send message; Reason:554 5.1.8 Sender Address Blocked"
Hi zoho could you unblock my user email Its yessi@themoku.com Thanks
Unable to send message;Reason:554 5.1.8 Sender Address Blocked
I can't send email again, when I click send and then appear Unable to send message;Reason:554 5.1.8 Sender Address Blocked. Please help to unblock my zoho mail (yessi@themoku.com). Thank you.
marie.ange.occelas@gmail.com
Hello, I am a new user of zoho creator and I have basic knowledge of the app. I have a question regarding the reports. I just created a form from an admin account but I want to make it visible for all users of the database. I tried but failed every time I tried. I can only see the report on the admin account. What should I do now (step by step process) to make my form accessible for all the users?
Way to format currency in reports?
Currency in reports in creator defaults to USD even though in the form it is set to another currency
Problem in inserting Records
Hi, Please see the screen shot attached. Here R is a set of records, which I am iterating thru using "rec" as collection variable and inserting into another table (form Depreciation Details). Even though there is no apparent syntax error, please see the error thrown up. Please help if you can spot the mistake. Thanks, Milind Manohar
verification regarding
hii, i cannot verify the dns . i hosted the domain in rediff business solutions. i tried cname method but its showing error.pls help thanking you faizal
Setting up a new account; verifying the domain
I may have used my "new" address, not an existing one, to set up my Zoho mail account. I don't think I set up an admin account. Unless, I have set it up with my name and not "admin" account. Therefore, I cannot access any messages. When I went to verify my domain, I tried to submit my "zb" access code, I get a message CNAME verification failed, ' There are no CNAME Records found for your domain.' Should I delete my account and try to set it up again? Would I lose my domain if I did?
Creating a module that works like products
I'm trying to create (or repurpose) a module to track solutions that our accounts use. These are not our products, we have our own products and this module is populated with those. I'd like to have this module show on the account screen like it does with products and the ability to add new associations to an account via a +new button (as you can with the association between accounts>products. These records will not be added new from the account screen, rather we'll use the module just like accounts.
How to set ad-hoc response time
Hi there, I'd like to be able to setup an alert for agents to follow-up with customers after a certain period of time, for example during the email thread in the Ticket module a customer could ask to be contacted in 2weeks time. What is the best way to handle this in Desk? Thx - Nigel
How best to do this as we are a weird company.
Almost a rookie here (used the free version for a long time but mainly as contact manager and tech information storage) that is now having to move up. This is going to be a touch long so I apologize (watch, I get spanked for this). I am the new Sales
Attendance module is enhanced with Automatic Shift Scheduling
No more marking calendars and updating excel sheets with employee shift information. The Attendance module in Zoho People is enhanced with automatic shift scheduling. With a click of a button an easy system can be created where employee shifts can be scheduled based on roles and departments and employees notified beforehand about the change in their shifts. You can rotate shifts periodically with the automated scheduler. Conflicts in shift assignments can be resolved easily as the system flags an
Cloning items, invoices etc
Cloning is one of the best features but...Easy to get distracted & forget that we are cloning rather than creating new, hitting save without checking through it... Can we have a slightly modified/enhanced heading as screenshots.
Incorrect (outdated, possibly cached) records returned by getRecords API call
I'm trying to use the getRecords method to retrieve data from our Zoho Crm on a daily basis. However, I've noticed that the Api returns old, possibly cached data. It returns fields we've already deleted and some other fields are missing. Is there a way to get the current data that is also shown if I look at the CRM trough my browser? p.s. This problem is also mentioned 2 years ago, on the following post: https://help.zoho.com/portal/en/community/topic/incorrect-outdated-possibly-cached-records-returned-by-getrecords-api-call
Is it possible to customize views for all users vs just myself?
Hi everyone, for example if I'm viewing an Account, it shows related lists like Potentials, however usually they aren't the fields we use or want. So I will click the little dropdown and customize the columns. However for my users their views stay as default, so I have to log into their account to add custom fields any time I change these. Is there any way to force all users to have the same view that I do as admin?
My client keeps complaining that mails are not being received on Zohomail.
Hi, I have a client (spinclabs.com). They were using zoho mail in past. They asked me to develop a website for them. I bought a server on globehost.com and asked them to update nameservers on GoDaddy to point the domain to my server. (they had already bought the domain on GoDaddy). Once they did that their zohomail stopped working. I searched for that and it came out that I have to add MX records in my hosting service. The server I had bought was cPanel powered. I added MX records there and their
Help setting up email in outlook please
Hi, I've managed to set up 2 profiles (I think!) on my Zoho control panel. Laura@ domain hello@ domain I'm now trying to add both to the outlook app on iOS. I can add the first 'laura@' one but not the 'hello@' one? Totally lost & not a web administrator- just need my website email to work so I can manage my orders!
E mail attatchments
I am trying to send my statements which are sent as an attachment to an email, therefore exceeding the 500mb limit imposed on our settings. How can I increase this please? Lisa Abbotts, Audley Builders Merchants Company Limit
Next Page