Problem with S/MIME certificate signing -- worked until yesterday then stopped working. Please help!
I sign my emails with S/MIME (don't usually use it for encryption) and have enabled S/MIME in Zoho both centrally and for me as a user. Up until yesterday, it was working fine, but when I tested today I keep getting message in Apple Mail that the content
Send SMS to Contact using Zoho Sign action
Hello Zoho Community, We are trying to send an SMS to a Contact based on if a document has not been signed. We created a Zoho Sign workflow that triggers if a document has not been signed. We added a webhook to send a SMS message when the workflow triggers.
Import or move emails to a shared mailbox
I would like to know if it is possible to move emails to the shared mailbox or import emails to it
Sending emails via REST API for Sales Orders with no PDF attachments
I'm trying to figure out how to use the Zoho CRM send_email API to send an email that is attached to the sales order but with no PDF attachment. The API requires me to specify a template for a PDF attachment (inventory_details, inventory_template, etc.).
Get CRM Contact ID from Contact Lookup field
How can I get the ID of the CRM Contact Lookup field: How can I get the ID of the selected CRM contact so that I can use getRecordsByID so I can pull the contacts data from the CRM? Please advise. Thomas Pursifull
Use a Zoho Campaigns Email Template in Zoho CRM
I have set up some email templates in Zoho Campaigns. It would be useful to have access to them from within Zoho CRM, is this possible? If its not possible to have access to the same templates, is there an easy to way copy them, rather than having to
Recurring Invoices date
The due date for our customers' invoices are 1st of every month, and I usually sent the invoices out 3 days in advance. The problem is, for example, an invoice is issued and due on June 1st, so, I set the recurring invoice date as 27th of every month, but this invoice is recorded (the revenue) in May 27 instead of June. In quickbooks, I can use "days in advance" to set the recurring invoices, and the revenue of the invoices will be recorded in the due date (same as my invoice date in my case),
Where can I find when to trigger work flow
Hi, I notice in the form there was a way to select the trigger on the work flow for example the triggering on the loading of the form or user input into a field. I found the guide over here https://help.zoho.com/portal/en/kb/creator/developer-guide/workflows/create-and-manage-field-rules/articles/configure-field-value-in-form-workflows
Email marketing activities for the 2022 holiday season
If you're an email marketer and you're finding it difficult to gather and plan email campaigns around this holiday season, here are some ideas to target each audience during each holiday or festival. Customers expect to see emails on special offers
Default Support Email
I have successfully added a POP email account to my Zoho Support. How can I make it the default account for replying instead of making me select the From each time or instead of the xx@zohosupport.com email?
Zoho Currnecy conversion rates
Hello, I activated recently the plan that allow me to use multiple currency and I'm missing something. My main currency is CAD but I sometimes get invoiced in USD. The credit card convert it to CAD when they charge it and usually keep add a fee directly
Sales Order Payment
Hello, is there a way to receive payments to the sales order without having to generate an invoice. I appreciate your help.
Calendar View of Open Sales Orders (from Books)
There must be some way to setup up a calendar (of any kind) to show calendar entries based on Sales Order Dates. Please don't just give the standard line of "I'm sorry Zoho does not do this maybe in the unspecified future it will". Custom Creator apps can link to Zoho Calendar to display entries but there must be a better way. The coding is too intimidating. It appears that: 1. If I Export Sales Orders into a spreadsheet, then 2. Import into Google Sheets (where it can be manipulated as necessary)
Advice on sending Survey only if company has not responded?
I have a Zoho Survey and a list of contacts in Zoho Campaigns. The list of contacts contains multiple contacts from multiple companies. Let’s just say 100 companies with 3 contacts each My goal is to get one completed survey per company (not per contact).
Is it possible to receive email responses directly to an inbox and then autoforward to a tracking address?
I want to set up reply tracking in my automated campaign, but do not want the reply-to address to display as the system-generated alphanumeric address which is used for reply tracking. Is it possible to set a custom email address as the reply-to address,
Creating Hidden Fields in Zoho CRM
In using Zoho CRM, I have found that I can create custom fields in any module without any issue. From there, I can map dependencies between them so that certain parts of a pick list only appear when the associated parent selection is made. This is a good
One Account - Two Owners
We have different sales staff for fabrication and metal cutting. Both sales teams could call on the same accounts. We would like them each to be "owner" of these shared accounts, based on their login. I found a post asking a similar question from nine
Create Projects by API Call
Hello Sir, How to create Projects in Projects.zoho.com module using CRM custom functions and API call or Othe way ?
No Slack integration
Hi, Our company recently subscribed to the Standard version of Zoho Desk, and during our demos and trial, Zoho was available in our setup. However, we’ve since learned that Zoho Desk is not supported in Canadian data centers. To work around this, we considered
Question and responses disapear
I have a form where several people have had issues where the questions, responses or submission simply disappear when trying to complete the form. It seems to be random with no pattern of question, browser or OS. Hopefully there is a fix in the platform
Adding dependent field values
Hi, I'm at the very early stages of setting up Zoho Desk but can't find how to enter ticket category values such that sub-categories displayed are dependent upon the selected category. I have both category and sub-category fields on my ticket layout and
Follow lookup field link in subforms or reports
What am I missing here - there appears to be no way to drill into a record linked to as a lookup field, either in a subform, or as a column on a report. How is a user supposed to be able to quickly navigate through related records? Please add a magnifying/drill into button next to lookup fields, or make lookup fields displayed in reports a clickable link. Please refer to the attached screenshots - as you can see I can create Master/Child set up but then there is no easy way to drill into a child
Ticket for a lead
Is there a way to create a ticket for a Lead vs a Contact? We have prospects that need assistance while using a demo of our product. It only seems to let you choose from Contacts and if you put in the name/email of a lead it will create a Contact.
Escalation Process - Improvement
Many thanks for a helpful UK User Group Meet Up Session today. I think it was clear that there needs to be a better understanding of the escalation process. Please share the information on the escalation process, you mentioned an email/link that we should
Is there a way to have zoho connections use the logged in users information instead of posting as me?
For example in my Creator App I have a few OAuth Connections that I created to link different Zoho Apps. The "System Connections" perform as expected, where the Logged in user is the one who posts the content. However, for any non-system connection everything
Custom action or link in related block in detail view
Hello. I have a detail view of a report where the subforms of the main form appear as related blocks. I would like to create a button with a custom action for each record in the related block or a link that would open the report for that record but it
Metrics
Hi All, Need your expertise to guide me how to create new metrics (Creating Formula) in the report (analytic)?
INSERT IMAGE IN FORM AND WRITE ON IT
Hello, I have a vehicle transport company and I want my drivers to be able to use Zoho and complete a photo of a vector vehicle. The idea is that they can put symbols or letters (X damage, E dent, B Dent) on the image. Do you think its possible. How to
How do I get a hot link to and an updated field to be send via email
So when I new record is created there is a url shortcut to the new added record, thanks :)
Auto Assign based on first reply
Is there a way to automatically assign a ticket based on the first agent to reply via email? Example: Client sends an email to help@mycompany.com All agents receive notification email First agent to reply to that email will be assigned task Also, why
Twilio Phone Integration - Sub Accounts
We have been using the Twilio phone integration with Zoho Desk to manage inbound support calls for our clients. However, after moving some of the client's phone numbers from our main account to a sub-account in Twilio, we have stopped receiving calls
Names displayed in lowercase
When a ticket is submitted via email, Zoho Desk picks up sender's name, but displays it in lowercase on the ticket. Is there a way to prevent it and displayed it properly? Example: Email is sent to our support email address with: From: John Smith < johnsmith@example.com>
Video MP4
I"m trying to add a video MP4 to post on social but I am having some problems.
Deluge in Zoho Services #3: Zoho People
Hello everyone, In today's post, let's explore the ways you can use Deluge to achieve more with Zoho People. In addition to supporting connections, Zoho People supports Deluge in the following four areas: Validation Workflow Scheduler Custom button
Creating two dashboards from the same dataset with one extra filter
Hello everyone, I'm new to Zoho Analytics, so perhaps my approach has been overly complicated but hopefully somebody can guide me in the right direction. I have a dataset of names and each name has 5 values. I have created a chart with a look up filter
Issue fetching Line Items in Zoho Flow from JSON Response
I'm having trouble fetching product details (line items) from the JSON response in Zoho Flow. While I can access other details, I'm unable to retrieve product information. I can't access the "Line items" data in Zoho flow. Any advice how to resolve
Item 0 Stock update to Sold out.
Hi, can anyone help me with this? Is it possible for an item to be automatically marked as sold out or unavailable for checkout while still being listed on the website when the stock reaches zero?
Categories vs. Collections
We have Products that span multiple Categories. Product 1 can be in Category A, Category B, and Category E. Not all of the Categories but sometimes more than one. If we set up the Products with Tags we can bypass the Category functionality and have Collections
Muli-week calendar
Hello, I would find great if Zoho Calendar could be displayed in a multiweek way. Three weeks would be the best for me. The week view is too large, one cannot see a whole day at a glance. And knowing what's happening the next week is of high importance. The month view is too small. This month for example, six weeks are displayed on the month view. The boxes are then way too small to display enough and one must always click on "+x more". Thanks for the good work, Nicolas
Change menu text colour in footer
Hi, I have just updated the menu in the footer of my website and the colour has automatically been set to a deep red shade. I wish to make the text in this menu white, but I cannot find the settings to change this. Is it possible to change the colour
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