Workflow - CRM Deals to Meetings - Creating duplicate meetings
I want to be able to create a deal in Zoho CRM and a Meeting be created so that it adds to my calendar, however when I edit the same deal, I want it to edit the meeting, not create a new meeting! Everytime I edit a deal, It creates a new meeting so I
Subform Missing "Add Rows" Button
I created a Subform on the Account layout but I do not show the "add rows" button. I followed the online setup instructions but it looks like I'm still missing something. How do I get the ability to "add rows" to my subform? Here is what it looks like
Not able to set update a module entry with a Boolean variable
I am creating a Flow where if certain requirements are met, I want to update a checkbox in Zoho CRM's Cases module labels "Paid". I am just not able to figure out how to update the value. In "Update module entry" the variable is displayed as text, so I have to input something. I tried: true, 1, yes, True, Yes with no luck. Whatever I do, I get the same error message as a result: "Invalid input for Paid. The expected input type is boolean." Any know what I'm doing wrong? Thanks!
Request: Custom CSS Theme
I would really like a custom CSS theme that enables me to completely customize the look and feel of the survey page based on the typography of my company brand. Unfortunately, there does not appear to be complete customization with existing themes. This
Work Drive Collect Files Feature Custom Link - Google Security Alert Social engineering content detected on
I use the Work Drive collection feature to allow clients to upload files. I created a custom URL using the subdomain feature. However, my Google search console has thrown up a security report that this URL is being detected as "social engineering content
Error AS101 when trying to add a new email alias
Hi, For my domain, simplycompli.in, I would like to remove the alias email ID prateek@simplycompli.in , but I'm getting error when I'm trying to replace it with a new email ID. Can you please help?
Task Start and Due dates
Hi, I am trying to find a way to autopopulate Start and Due dates for tasks in a project. I want to assign the same dates that are found in the Start and End dates of that project. I tried the automatic workflow but it seems that Project information is
UNABLE TO RECIEVE EMAIL WITH ATTACHMENTS
Hi , Iam unable to receive any emails with attachment from others even email with small attachment is coming through and also sender is not receiving undelivered notification. kindly help
Creator - Portal users management
Setting up users in Portal at the moment reqires the following steps in sequence: Invite new email/login/user configure reports visibility accept the invitation in email set password If a login or multiple logins are created to assign reports visibiliity
User already specified message / Can't check email through client
This issue has been noticed since at least Monday the 11th, (although the last mail I have in my inbox is from the 8th of Nov, 2024). When I check mail (POP) through Thunderbird as it has been configured for the last 10 years with no issues, I receive
"Number of statement execution limit exceed" error
Hi everyone. I know that this is a already discussed topic, but I want to express my discomfort with wasting a lot of time solving this pseudo error instead solving real client problems. I hate introducing changes in the code to manage this error.
SMTP access authentication failed
smtppro.zoho.com port 587(tls) My account don't use Two Factor Authentication. My account：noreply@laifaka.top
Instagram Messenger and CRM integration
Hi, We are using CRM+ and love the integration with Zoho Social. However we are very heavy on Instagram and we lack the message feature and the integration with CRM. I have been told that there is focus on Instagram, is there any way of knowing if above is on the roadmap? If so when can we accept it to be implemented? Thank you, Per Tattoocyn
SENDING EMAIL BLOCKED
I have been blocked from sending emails, I am sorry for going against your policy, Please help me lift the block and I will keep to your policy strictly and never go against them. Please forgive me. My email address is u.a.e.connect@emirates-nbd-sta
Unable to create same email after migration to Zoho
Hi, I recently migrated from hostinger email to zoho email. After verifying all TXT fields, I'm able to create new email ID and send/receive emails from this email. However, I'm trying to create the same email ID that I was using in Hostinger but I'm
Can't submit ticket when connected
Hi team I hope you're doing well I have a problem that I haven't been able to find the answer to among the many topics. The context is as follows: We have a help desk for each of our departments, support for our company and support for another company.
Account Settings
If the email I receive is system@aimeni.com, can I reply to the other email address I created? Also, can I add other domain names to the same account? If so, is this account shared or calculated separately?
Changing Domain
I mistakenly miss spelt the word "Realtor" and wrote Relator.. I would like to correct it please . I have also change my payment card
Workspace and CRM Contact Sync Updates
Dear Marketers, We are delighted to bring you a fascinating update this holiday season. An update which will help marketers like you increase their focus and enhance contact management. These new features are designed to streamline your workflow, enhance
Période de Congés
Pour l'indemnité de congés payés la référence est du 1er juin au 31 mai alors que pour les RTT la période est une année calendaire. Comment gérez-vous ces différentes périodes dans Zoho People?
Looking to Auto-Merge Duplicate Tickets
Hi guys, I need the option to auto-merge duplicte tickets and i dont see this option available in automation , Can this be done? And if so how, Cheers
Issue with zDesk Notifications
Hi Zoho Team, Please check on this issue our team currently experiencing. Logging in and out was done but issue persis.
Set print area
Is there a way to set the print area like I can with Excel
Bulk export of uploaded files
I've seen a few very old questions about this in the forum, but I'm wondering if Creator offers a solution that allows users to bulk export the contents (or at least the url) of an "upload file" field in a report. It's tedious to have to export/download
How can a customer modify their invoice amount to include a 3% processing fee?
I understand that Zoho is not prioritizing automatically a fixed credit card processing fee, but is there functionality that I can use now to allow my customer to calculate this fee for themselves and "overpay" my invoice to account for the credit card
Unformatted text on dropdown menu
Has anyone encountered this problem? My dropdown fields are showing unformatted text, like what you see below This is happening to all my dropdown fields across all my apps. I tried the different language options under "localization", but that doesn't
How to delete a bank transaction
I keep looking and looking and cannot figure out how to delete an erroneous bank transaction, which is throwing off my balance...how do you do this? I don't see a delete button anywhere and there's no obvious way to select it (like a box next to it).
Insufficient Privileges to perform this operation. Contact your Administrator.
I am using the admin account which having the permission for google ads, but i have the error when try to hit Get Started in google ads tab. "Insufficient Privileges to perform this operation. Contact your Administrator". Already check the profile permission,
How to check my email?
Hello. everyone I am a newbie. I have tried to check it by myself but couldnt really find it. How can I check or send email? Ive tried to sign in to ZOHO and couldnt find any checking and sending email area??? How do I send or check my email? these are
A task can be closed by a person whom the task is assigned to without the permission of the creator.
While i was using zoho tasks i found that a task could be closed by an assignee without the permission of the creator of the task.
Read Time Email Notification
I need to read emails in the background to process some activity. for that purpose i'll use the REST APIs. But i don't want to keep polling remote servers for new emails. Looking for a solution or service which triggers a webhook on any new message delivery
API Credentials Can Be Reused To Access Any Organization Including Dev & Sandbox
When an application is created in the API Console, the client ID & secret can be used to access every single type of CRM: main (production), developer edition & any sandboxes. These credentials can be used to generate an access token for any of these
IMAP NOT CONNECTING ON IMAPSIZE APP
I am using an application (IMAPsize) that makes it much easier for me to create backups of my emails. However, Zoho blocks its connection. I use it for my clients who use Gmail, Outlook, Hotmail, Yahoo, and several others, but only in Zoho is the connection
Zoho Account MFA Modes
I have a Zoho Account and when I log into my account and go to Profile - Multi-factor Authentication - MFA Modes, it shows a message MFA ENFORCED BY ADMIN in Green colour at top right side of the screen. As far as I know, I am the admin of the account
Help with "Record Not Found"
"Record Not Found" is not necessarily an error message, but a situation I want to prevent from disabling my Deluge script, and allowing it to finish with some alternative output. In it, The code is in a CRM custom function, and I'm searching for a record in the "Products" module of the CRM. productSearchCriteria="(Product Name|=|" + ws1 + ")"; productSearchResults = zoho.crm.searchRecords("Products",productSearchCriteria); This 2 line approach is necessary because "ws1" is a variable. The problem
Error creating an XML file
I am creating an xml as string in the function Employee.generatePartA_XML_String, and then I want to save it as a file to the field "Part_A_XML", but I get the response: {"code":3700,"message":"Unable to upload a file. Please check and try again."} How
Zoho books and CRm integration for quotes.
I was wondering if it's possible to have the integration above but not have it create a contact on the account each time we do a quote. So if compagny A as a primary contact for billing assign to the account. If we make a quote in the CRM using the integration
Can You Check To See if People Opened Emails?
Is there a way to see if someone opened up your email? Or to see what they clicked on it and/or if they forwarded the email to someone else? I'd be nice to have access to that and have it automated so you knew when they looked at it, etc.
Understanding Goals
How do I set A/B Test goals to trigger and add to conversion when someone visits a specific page? Example: User visits: domain/landing-age … and then goes to domain/subscribed (trigger conversion) … and then goes to domain/store (trigger conversion) …
Zia & Zoho Recruit: A Recruiter's Dream Team!
Finding the perfect candidates for a job opening is now more straightforward than ever with Zia’s Candidate Matches. Zia understands candidates as humans with career profiles instead of a string of keywords. This enables her to find “the perfect match” for your job openings as she can match their experiences, skills and proficiencies with the job’s requirements and grade them accordingly. Assume you have 100 candidate records and five active job openings that all 100 candidates are eligible for
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