Merge and sort data from multiple tabs to a single "Master" tab
Our company was using Google Sheets for the last several months and we had a system working great, but are now looking for an alternative. Below you will find the working example Google Sheets we were using. Basically, every call we receive is logged in a spreadsheet in a tab unique to each representative. We have a CURRENT WEEK tab which is supposed to hold a static version of all the calls received by every rep, sorted by date. In Google this was done with a =query() formula, seen in A2 of the
Help to enter A picture!!
I want to upload an image to an html page but for them it must be housed somewhere but that's what we do not know how to do, I 'm driving this new platform , thanks
Zoho creator is fantastic, Zoho Support sucks. (took 20 days to fix a report data issue causing by wrong email format)
Although I appreciate zoho creator product very much and have been used it for years. I have to say I had terrible experience with Zoho support for this ticket 11000574. There was the data issue in the report causing my major reports not working. The issue was created May 15, it was not solved until June 3 when I bring it up to the Live Chat Support and asking for an update. The cause of the problem is simple, in one specific record: Email was entered as : xxxxhotmail@.com, which caused report
iFrame Embed Show/Hide Not Working
Hi all. I am embedding one of my Zoho Creator App forms into my GoodBarber App. I have published the app and when I embed the iFrame code, the fields that I had set to "Hide On Load" all show up. Any help figuring this out would be greatly appreciated.
creating a new project from CRM module
just tried to start a new project from the CRM potential and a window popped up saying The portal owner has been changed. You need to configure another portal and update the portal settings. I am not the admin for the Project module but surely every user of the CRM system should be able to set set up a project once a job has been won. thoughts please? Thank you Lana
Move Lost leads
I would like to keep all my lost leads where I can access them at a later date but would like them not "cluttering up" my lead list. Any way to move them or have them not to show on the lead list? Thanks!
Limited Web Forms
I am trying to find a way for my distributed contractor sales force to report client potentials via web forms. Right now there are only cases, contacts, and lead modules which do not tie into existing account files. Or do they?
Zoho Mail add on and Outlook Plug In
Hello, 1) We just started to use Zoho CRM and we want to synchronize all emails to customers (inbound and outbound). We want to open contact in CRM and to see all emails that were sent to/from this contact. We are using now Microsoft Outlook. I installed plug in, generated password in zoho accounts but i am not able to log in. The notification screen is attached. Please advise what to do. 2) Also I manage 2 email accounts in Outlook (private and department), how can I manage it in CRM - I want
Sorry,you have reached the maximum limit in your current edition
Hello, I have a question,I started receiving this message "Sorry,you have reached the maximum limit in your current edition " but i only have around 3850 records. I am using the Free version and it states that you can have up to 5000 records. If you could help it would be greatly appreciated. Regards, Murtaza Ali
Is there a work around for changing data type of a custom field?
Hi there all, I have a question and really hope you guys could help me out. I made a certain custom field (with data type numeric) where is used an ID with 8 numbers ranging from 0-9. Unfortunately, in a numeric data type is the 0 is not taken into account hence some ID's are now 7 numbers without the 0 in the front. Obviously the 0 has to be taken into account since it's the ID variable. Now I know I can't change the data type, but is there a way to duplicate that (numeric custom) field into a new
List Navigation
Please can you put a navigation arrow at the top of a page of Contacts so that we don't have to scroll to the bottom of the first 100 records to navigate to a Contact we know is on a subsequent page?
Error 4834 Invalid Ticket Id when Event insertRecords when Contacts email already exists
When inserting a new Event, and the user email already exists in Contacts, the following error is received. This is the case when pulling the CONTACTID for the email submitted or not. <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/Events/insertRecords"><error><code>4834</code><message>Invalid Ticket Id</message></error></response> Events are entered correctly, without error, if the contact email does not exist.
the accout noreply@abgrupodegestion.com.ar has been blocked
the accout noreply@abgrupodegestion.com.ar has been blocked and I guess that could be due to an outgoing email bounce, how is the procedure to unblock Best REgards!
Not able to receive emails from specific clients
Hi, I am NOT able to receive mails from certain IDs though I can send them emails. When I ran MX tool box, I received these errors: http - The remote name could not be resolved: 'barrio.in' (http://barrio.in) [Host: barrio.in] dmarc - Missing or Invalid Record [Host: barrio.in] dns - SOA Expire Value out of recommended range [Host: barrio.in] smtp - Reverse DNS does not match SMTP Banner [Host: mx2.zoho.com] smtp - Reverse DNS does not match SMTP Banner [Host: mx.zoho.com] smtp - 6.657 seconds
Question about geographic segmentation
I'm trying to do geo-segmentation for one of my campaigns. I would like to, for example, limit a campaign to an area roughly 30km radius of a city. I don't see an option for that specifically, but I see that I can perform the segmentation by filtering only those postal codes within a 30km radius. I can get this information from a site like: https://www.freemaptools.com/find-zip-codes-inside-radius.htm My problem is that zoho only lets me enter 6 criteria. If I have 15 postal codes, is there some
Can I remove 'Powered by Zoho' from the forms?
Would like to remove 'Powered by Zoho' from the forms. Please help!
What is the difference Between Zoho Form & Form that is bundled with the CRM plan?
I can access Zoho Forms with the CRM plan, but it has limitations. I'd like to know how many submissions/entries can we receive with the free plan (the one with the CRM plan). Please help!
Permission Denied
Hi there, I have uploaded a Word document but when I click to view it, I get a page saying Permission Denied! It used to work in Zoho 1.0 but no longer does. I can access other files that I uploaded but not the word document one. i tried re-uploading as another version of the same file but same thing. Any ideas? Thanks
Task Ownership Re-assignment email no longer has a link to the task
Dear Zoho CRM Team, We just noticed that the default email message no longer has a link to the task or the contact or account information on the re-assignment email notification. I just tested because several users have brought this issue to my attention. Here is what the email looks like when the user gets notified of a task being re-assigned to them. Ownership Re-assignment: Hello Thomas Pursifull, You have been re-assigned the ownership of the Task . Regards, Thomas Pursifull Is there anyway to
Cant Send - Mail Rate Exceeded after sending about 50 emails
Hi Support, Please help us unblock the mailbox - SingaporeHR@sageasiapac.com We are using the account to send newsletters to our employees and surprisingly after less than 50 emails sent we get an error message. Strange that the email rate is very low, we have about 90 staff and we couldnt even send to all of them in go, why is that? Please let us know. Thanks!
inactive admin
well i opened zoho account at first : admin@sabco-lb.com and with the cpanel i created user admin1@sabco-lb.com and i gave it an admin privilege... well the first one admin@sabco-lb.com i am not being able to enter because of inactive user message while the other one admin1@sabco-lb.com i can enter it what i need to know how to make admin@sabco-lb.com active please waiting for reply ?
please unblock my email
dear zoho please unblock my email info@toplegends.hk thank you very much
Account is temporarily blocked for IMAP use
Do you have problems with the IMAP services?, currenlty all accounts configured with this services doesn't work.
Thousands of emails suddenly missing
Since earlier today, all but about 30 of the emails stored in my account have disappeared. They're not in the trash, spam or archived folders. Help? Jim Burch
how to add 2 form data in another form or pages?
I want to add the Lead and Account Data into Another form or Pages in ZOHO Creator. can anyone guide me how to achieve this.
Can not send email. Zoho Mail IP Blacklisted
Zoho mail IP address for 74.201.84.163 is blacklisted by UCEPROTRCTLT1 as can be seen in the screenshot attachment. This cause all email unable to be sent.
Automation: Show error if info is missing when changing the status
Hi, I would like to set up an automation workflow rule for sales orders so that the status can only be changed to "Cancelled" if the user first filled out the Cancellation Date. If they forgot to fill out Cancellation Date, then the status change should not be saved and the user should get some kind of error message about it. How do I do that?
Blocked Account
User: pibarra Site: sinergi.cl Unblock please.
Outgoing disabled
Please unblocked the email account below Email account: rsvn2@travelite.com.ph Appreciate your urgent reply on this
How to add sub accounts in zoho books
How to add sub accounts in zoho books?
ZOHO campaigns upgrade, how lang does it normally take?
Hi, Last Tuesday i sent an e-mail to ZOHO with the request to upgrade my ZOHO account from $25 dollars to $70 dollars a month. (2,500 to 10,000 subscribers). I really need this upgrade. How long does it normally take before such upgrade is being processed? Sincerely
No recibo emails , solo envia mails
Mr: I bought my domain www.lc-transports.com in www.mydomain.com. but I have problems receiving emails. Only can send but not receive. I've done everything you need without positive response. In the panel domain I have added the CNAME records but positive for the reception of emails.
I can not receive emails, I can only send.
Dear: I bought my domain www.lc-transports.com in www.mydomain.com. but I have problems receiving emails. Only can send but not receive. I've done everything you need without positive response. In the panel domain I have added the CNAME records but positive for the reception of emails.
Potentials report with actual Account & Contact names (text)
evaluating Zoho trying to make a simple report with Account Name, Contact Name, Amount (from potentials) only allows me to choice columns from the one Potentials table, so i only get the hidden Id#s. Not useful. Need a join. don't see any way to add other tables (modules) to a report.
Updating checkbox values on user input
Hi Zoho, I have a checkbox field with 5 items in my form. I'd like to add an "Import all" option. I've added a "Import all" item to the checkbox list, and added the following script to the "checkbox field -> on user input" on the form script: if checkbox_field.contains("Import All")=true { checkbox_field.add("element01"); checkbox_field.add("element02"); checkbox_field.add("element03"); checkbox_field.add("element04"); checkbox_field.add("element05"); } if checkbox_field.contains("Import
One contact for two customers
I have a contact in ZOHO who works as a freelance project leader for two of our customers. Do I need to create him twice as a contact? Kind regards, John
Hello
Forgot my admin password for mail Id : raviranjan@limitless-india.com Can access my other two ID's : concern@limitless-india.com
How to export master account (just one) together with all member accounts?
Hi, Let's imagine I have one master/parent account called ''Restaurants'' that contains 100 members account. I want to export all of them to the csv file to separate e.g. restaurants from the shops. how to do that?
Migrating Custom Fields and Fields layout from Leads to Contacts
Hi, I've spent several hours in creating custom fields and layout for my Leads But when I convert them to Contacts I see the old fields layout Is there a way to copy or "migrate" my entire custom Fields setting from Leads to Contacts? Thanks, Vlad
Disable very annoying push notification permission dialogs?!
Recently on zoho wiki pages, on every single page load an annoying Push Notification permission dialog pops up. In different browsers it does different things. In Firefox it pops up at top left and stays there until dismissed, requiring the puzzled user to make some decision that they neither understand nor care about. In Chrome (and on Mac not sure what browser), it flashes up briefly, and before you can read and click it, it disappears. My request -- how do I, or you, stop users from being bombarded,
Next Page