Custom modules
Hi, I have created a custom module "Contracts" and I would like to be able to link mutiple products to contracts that I created. I think this is called a Related List. However, I could not figure out how to do that. Is there a solution for my requirement? Thanks Cudi
New Features rolled out on March 30, 2016
Campaign Module Support for Zoho CRM: Zoho Reports now supports the following modules in Zoho CRM: Campaign Campaign Lead Status Existing users can include these modules using the Edit Setup option. Refer to "Zoho Reports Advanced Analytics Add-on for Zoho CRM" help documentation to know more about the default fields and formulas that will get synchronized for these modules on setup.
How to Find a Field in Deluge Script
I want to delete a couple of fields, but I am not sure where in the deluge code it is referenced. How can I see where a field is referenced in deluge? And what if I don't want to delete a field, how can see where in the code a field is referenced?
Proper formatting of JSONString in API POST
We are using an external issue tracker and send our logged time into Zoho. Currently some of our POSTs work and some fail. It seems to be around how the JSONString parameter is formatted in the POST URL. Any time we try to send in an "&" or line break we get the error "JSON is not well formed". We are processing all of this through a node server where we are trying to properly encode the URL but it always gets rejected by Zoho. What is the proper method for encoding these characters so that the
Archive deleting instead
Please help , I received and important email and I archived it along with a few others and ALL have them have vanished!!. This was on the app on my android. I have been right through the archive options and nothing!. Help
can not add user to Zoho Creator
Hi, I had two users attached to Zoho Creator but deleted one so that I could add someone else. I added her to Zoho CRM and she can access that but when I attempted to add her to zoho creator - which we have two user permissions for and only one showing it says both are being used and I need to buy more. This is clearly not the case, what is going on? I have left it a day to allow the system to clean out and it has not worked.
send post url
Hello, i need help for some questions. I need to send data from table (For example: from row1 the sum of the all values, from row2 the sum of the all values etc) to web merge url. Url is: https://www.webmerge.me/merge/54626/7irksc Test data: ?&initial_users=My_sum_values_from_row1&growth_rate=My_sum_values_from_row2&arpu=My_sum_values_from_row3 But i really don't understand, how i can do this. So what i want to create [button], after clicking on this downloaded webmerge file from my data Thanks!
Disable "Switch to Plain Text" on a Rich Text Field
I have a rich text with all the toolbar options disabled. I do this because on load I am setting some default values that utilize html tags to create a predefined data entry template/guide for my users. Is there anyway to disable the "Plain Text" toggle option? I just essentially want a multi line field that can render html tags such as bold, pre, etc
Is it possible to make a lookup from a multi line??
Hi zoho fans, does anybody know if it is possible to make a lookup from a multi line field?
Make parts of mult line field read-only/un-editable?
Hello, we have a multi line field in one of our data entry apps that pre populates with a "template" of sorts that guides/reminds the user of certain things that must be present in the multi line field. We must use a multi line field because the info varies too much for us to dedicate specific fields for each. My question is, is there any way to make certain parts of a multi line un-editable or read-only? Problem we are facing is sometimes users will delete the parts of template on accident or get
Mail Detect as Spam ??
My Email Detect as spam. please help me what to do ? if i send another user of my email that also detect as spam. N:B: i set this email Few hours ago . Thanks in advance
subform field won't trigger
Hi, I am trying to get a on user input script to copy information from a emergency contact form into the join table that is part of a subform. The master form is Call_Sheet, the join table that is part of the subform is Emergency_Contact, the form where the information is held is in Emergency_ContactsINFO. Basically the alert doesn't trigger which means my if isn't working- and I don't know why. Another user has suggested that it is a zoho area. if (Emergency_ContactsINFO[ID == row.Emergency_Contact].count()
Not receiving emails - urgent
Hello, yesterday I opened this Zoho mail account: Adam@myphotoadvice.com After setting my website's domain and all the records in my domain's advanced DNS records, including the mx records, I was able to send and receive emails for a short period of time. after a couple of hours I stopped receiving any emails, and I have no idea why. Please help me ASAP, I need that email account, since it worked in the beginning I'm counting on it for my business. Thank you, Adam.
mail notification
I enabled mail notification, but I am not receiving them. I have another zoho mail account with different mail address, and with that account, I am receiving mail notifications. how can I fix the situation?
How to.... add a new account manager to a job post
Hi Very new to zoho recruit. Have one login just for me but would like to add a different hiring manager to a job but can't seem to find out how to do this. Thanks
Large numbers on html page display as exponents
Hi Zoho, On my form I get large numbers values (millions, billions...). when displaying those numbers on my html they are automatically displayed as exponents (350000000 displayed as 3.5E+8). How can I make Zoho 1. display the full number 2. add commas for thousands ? I'd like to have 350000000 displayed 350,000,000. Thanks Ravid
Form type icons in Form builder
Hi, Could you put the type of field that each field is into the form builder on the right hand side of each field (just put the icon if you want) so I can see at a glance what type of field I am looking at? It would be really helpful when I am making join tables
Copiar Windget.
Saludos! Quisiera saber si existe la posibilidad de copiar un windget del dashboard y duplicrlo, tal como podemos hacerlo con un grafico. Gracias.exacta
error 5.4.6Mail rate exceeded limit
Dear Zoho, I tried to send an email to 30 people and I received this error. Can you help me to be unblocked? Kind regards, Francesco
Can't access salesiq.zohopublic.com since this morning
Hi, I'm trying to chat with your sales person in https://salesiq.zoho.com but the website always appear "Unable to connect"
Unable to send message;Reason:550 5.4.6 Mail rate exceeded limit
I just bought a subscription user Why is my account: support@updatedepartment.com = Reason:550 5.4.6 Mail rate exceeded limit and the other account, notification@updatedepartment.com = [Additional Help: error in body: 554 5.1.8 Sender Address Blocked Please respond as soon as possible. Best Regards, Stanley Nah
Email Recipient Activity stated as "Unopened"
Hi, I received feedback from recipients that they did not receive the email (both Inbox & Junk mail). However, it shows on the email recipient activity report as unopened. Has the email been delivered? Or was it lost somewhere in the email server? If it has been delivered, why doesn't it show up in the Inbox or worst case scenario, their junk mail? Thanks!
Send new invoice with reminders about invoices overdue
Hi! It will be more effective for me to send to my customers new invoice with reminder about overdue for his old invoices. For example. If customer1 has not invoices overdue I would like to sent a new invoice with text: Dear customer1, The invoice #008 is attached with this email. Here's an overview of the invoice for your reference. Invoice Overview: Invoice: #008 Date : 30 Mar 2016 Amount : $1,000.00 Debt in favor of our company- $4,000.00 Please let me know if you have any questions. If custumer2
P&L Statment
Hello there, I have a deal won in 20 Dec 2015 with $100,000 (so the invoice generated on the same date) however this deal will cost me around $75,000 this cost shall be paid to a vendor. The vendor generate the invoice of $75,000 on March 2016, so I created a bill with the same amount and date which is Mar 2016. Now the P&L statement is screwed and shows that I am in loss position since the cost of a won deal in 2015 has been recorded in 2016. Do you recommend any other solutions? Shall I change
Open Activities and Closed Activities in the Accounts Module doesn't show the Contacts associated with Activities
When you are in the Accounts module and look at the Closed Activities and Open Activities, Zoho CRM doesn't show you which contacts are associated with the activity. In other words if you want to get a holistic view of the account and see which contact(s) in the account are called on or have activity history, you can only see the activity and not the contacts associated with that activity. The only way to see which contact had the activity you must open that activity or closed activity to see who
Submit form without PayPal if total is $0
I have a registration form created in Creator that has several free and several paid choices. If a registrant's total is $0, how do I set the form to bypass PayPal to complete registration? Here's a link to it: https://creator.zohopublic1.com/heather.hare/event-registration-hsg-2016/form-perma/HSG_2016/TvrjweWR219CJ9PWr6zO3HnVbtZE5CJhgQrq3GTm245p9FF2gJVUeBnE8A2A51YP3HBJZDYQBeV4DhzkG7rUJmtx2YyN6Urb8jzz
Trouble with the total value of a subform.
Hello, I am working in a purchase order form with the following structure. Purchase order: date - date company - text provider - text email - email subform total order cost - currency Subform (in purchase order): reference - lookup to product catalog description - text cost - currency IVA - number cost plus IVA - currency quantity - number final cost - currency I wrote this code in the subform_quantity on user input section. if (row.cost_plus_IVA != null) { row.final_cost = (row.cost_plus_IVA
SMTP:smtpout.mail.zoho.com Motivo: falló la autenticación:554 5.1.8 Sender Address Blocked
Error: No se puede conectar al servidor SMTP:smtpout.mail.zoho.com Motivo: falló la autenticación:554 5.1.8 Sender Address Blocked e-mail arturo@ceagro.com.ar I spent 36 hours I'm not able to use the e-mail account in the zoho email service Any solution to my problem? Regards, Jureci.
Web form fail
HI, Please can you tell me what is wrong with this webform? I copied the code exactly as the instructions say. There is a huge gap between my header and the form. This is the webpage.... http://3dsl.com.au/3d-print-service-manual-form/ This is the Zoho generated code for the form I made... <!-- Note : - You can modify the font style and form style to suit your website. - Code lines with comments “Do not remove this code” are required for the form to work properly, make sure that you do
How do I hide the 'Add' button on reports?
When I want to allow users to add records, I need to copy information from a parent record in the same table. I can do this in deluge using a Custom Action button on each form and the Record ID for the row where the button was. Having the built-in Add button visible at the top of the page is confusing since it should not be used. Thanks!
Belgium
Dear, I'm gone do the trial for you crm system but in Belgium we use 2 languages. This might mean we have to communicate to one client in Dutch and to another one in French or even engelish. Do you support this ? Greez Trees
Deludge script to modify all records in database
Hi, I have added a new field to an existing database and need to populate it based on the value in another field in the same database. New records aren't a problem, but I'm not sure how to run it on all the previous records that already exist. Specifically, I have a new 'Grade' text field (that is empty in the existing records) and an existing 'Standards' text field. I want to loop through all existing records and extract the portion of the 'Standards' field that precedes the '.': Example: 'Standards'
is it possible to embed a subform into a stateless form
Example I would like to create a stateless form to basically create header information for a timesheet application. I would like the information from the stateless form to be applied to each row in the sub form (not stateless) with the add row function. Does this make sense?
Increase Column Width in Record Summary
I have a number of large text fields in a record summary and I can't see a way to increase the column width. My report comes out 3-4 pages long because the column is only 25ish text columns wide. How can I utilized the whole page? Thanks
Cant Verify my domain - Godaddy
Hi, I follow the steps but I cant verify my domain hosted on Godaddy. What can I do? My domain is efectioro.com.
Google folder
Hi, why is not possible to see the google folder normally instead to search files? It's very annoying and frustating to search a file if you dont know the right name but only the folder position. Any updates? Franco
Calculation of Values Through Mulitple Forms
Hi i have been banging my head over and over again for the last few days and i seem not to be getting anywhere, apart from building forms and hiding specific fields in deluge scripting thats as far as i have got. I have read that this is supposed to be easy and everytime i try to create an application i'm hitting the same wall and keep wanting to go elsewhere to create applications. I get replies for my posts saying if i need help then follow links to professional developers! hold on a minute if
day of the week to date format
Hello is it possible to add the day of the week to the date format I see on the leads? ex Sat 16/04/16 sun 17/04/16 Mon 18/04/16 and so on? thanks
View other user's events in calender
Hello Team, I want a user to see the other user's activities in Zoho CRM Calendar. To achieve this,i have created a data sharing rule for activities with read/write/delete permission. But still the user can't able to see other's activities. Please help me on this.
industry field in Lead
How can i add industry names in the 'new lead' section. jshah
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