Link an email message to a Potential
I am looking for a way to 1. Link specific emails to potentials using a subject line reference id that would be unique to that potential. Our loan origination platform allows us some functionality if we cc and email to a specific Email And that subject
Java SDK 7 giving error invalid token
Zoho CRM Java SDK 7 we are using to develop our application. But facing issues while creating basic class for creaitng record some or the other issue with token. with a valid access token also it would give as invalid token error. or else OAUTH_SCOPE_MISMATCH","message":"invalid
Recording different types of sales to different sales account
I saw that Zoho came with a Sales and Accounts Receivable account. I have domestic and international sales. Can i create a Domestic and International Sales and A/R accounts and have two types of invoices to record those sales so that they go to the appropriate
Introducing group by, aggregation, and repeating regions in mail merge templates
Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can now
Can you send e-mails through email templates in the Zoho Recruit API?
Hey, I am trying to integrate the Zoho Recruit API with an application I am developing but I am not sure if it is possible to send e-mails from Zoho Recruit using Email Templates through it. I checked out the Zoho Recruit API v2 documentation and there
How to classify dropdown field values?
In Deals we have the stage dropdown where every value can be classified in "open", "closed won", .. etc. How can we have that for custom modules? Long version for context: We have different stages for a custom module like "new record", "testing", "setup
zmdownload-accl.zoho.com infected with URL:Blacklist
When I try to download an email attachment my antivirus software (Avast Business Antivirus Pro) is blocking the connection and displays the following message: We've safely aborted connection on zmdownload-accl.zoho.com because it was infected with URL:Blacklist
Disable streams, yet again
If you google "disable zoho streams" there are a ton of hits. meaning NO ONE LIKES STREAMS. So we need a REAL way to disable this junk. or at the VERY LEAST not have that stupid streams tab pop up when i log into the web mail.
Zoho Sprints - Q3 Updates for 2024
The updates for the third quarter of 2024 are out. A few new features and enhancements have been rolled out to improve user experience and product capabilities. The following are the updates: Objectives and key results (OKR) measurement Custom rollup
Zoho Projects iOS app update
In the most recent Zoho Projects iOS app update, we have supported the milestone owner field layout customization within the milestone add/edit form. Now, you can add a milestone without assigning it to an owner if the owner field is set as non-mandatory.
Zoho Sign - dropdown fields not showing Zoho Flow
I have a Zoho Sign application form that I pre-fill via Zoho Flow, following a telephone call. The signer can change the information in the pre-filled fields, if there are errors. The sign template has a number of fields - some text and some dropdown.
how to get construct URL from a photo uploaded in photo field using function?
I need to make a function that can be used in workflow rules. when a photo is uploaded in a field (image upload field) then I need to get a string URL of that photo and assign the string to a new text field. I need to make something like this, because
How to print a project plan?
I am often asked to provide a project plan by customers, which I would like to be able to print to a PDF. How do you all print out a project plan with the task lists and tasks? Export to Excel is not useful. It seems in the past there was something rudimentary
Automatically attaching Lookup fields
Hello, So, I am trying to automate the attachments of lookup fields depending on the program that the contact is assigned too. There are 3 possible options for programs and then each program has multiple faculty that it needs to link too. So I need them
[Free Webinar] Creator Tech Connect Series - Domains, controls, and security in Zoho Creator using Zoho Directory
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
Create data sharing rules to share related module records based on parameters of the module
Hi, How can we change the invoice's owner? I've only one invoice which have been created by my admin account, and it is the only my users can't see into the Zoho CRM ( with Zoho Finances integration). The only difference i can see is the owner. Thanks
Script/Function/Other solution for dynamic scroll down list - administration info Poland
Dear Masters of ZOHO It is again me. I ma completely new in scripts of ZOHO. Basics of programming I am familiar with but I can not solve it through web research and my skills today. Task is quite a complex but as I have seen it online also very common.
How to show Salaries paid from Zoho Payroll in Expense details oh Zoho books
Hi, I am a beginner and been using Zoho books and payroll. I observed, paying employees from payroll will record the individau entries as expected in banking. Also this amount is shown in Expense Category report. But when we check Report Expense Details,
Zoho books: create invoice contact persons issue
Hello, I am using make.com to create an automation for creating invoices. I'm using create invoice module but getting this error for Contact Persons fields "Invalid URL Passed". What is the issue? Any help would be appreciated.
Why is the File Upload field limited to 5?
I am trying to set something up where my customers can upload the files required for onboarding them via Zoho Forms, but I discover that I am limited to 5 fields. Our customers need to upload around 10 different documents, each of which I would like to
Share TAGS between inboxes from diferent TEAMS
Hi, it very important to have tags than can be shared between several inboxes and different TEAMS. An option to use also in private inboxes would be appreciated. We have 3 Teams in our organization but need to create 3 different tags for the same thing.
Android app crashes when viewing Version History and Top Bar turns grey when app launches
As the title says, there are two problems with the Android app. The former is a new bug that came with the recent update, and the latter is an ongoing minor problem that I thought would get fixed from the update. So yeah, when I try to view my note history,
不達アドレスの再登録
camppagnで一度不達となったアドレスの再登録の方法を教えてください
Trial Again
It looks like the FSM is improving. When we trialed it it did not meet our needs. Can i check where it is. 1. Does it work off line to see appoitments, customer details and fill in job sheets? 2. Can it integrate with CRM as we combine sales visits with
SPF failing for Custom Return Path
I created a Custom Return Path and added the CNAME record to my DNS server. The problem is that SPF is failing for the custom return path. I have "include:one.zoho.eu" in my SPF record which should cover all Zoho services, but apparently it doesn't include
Getting id returned by __create() in Client Script
Hi Example: var objJob = new ZDK.Apps.CRM.Jobs.Models.Jobs(); objJob.Name = 'Test'; response = objJob.__create(); I'm trying to get the id of the record I created, however response.details.id and response.__details.id are undefined. How do I retrieve
Rearrange transitions in the blueprint visual editor
Hello. I suggest enabling the ability to move transitions in the blueprint visual editor, using drag and drop. Currently it is only possible to move states; transitions are localized automatically (although not optimally). This would help with a better
I need assistance with this pop-up I have stumbled across: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Hey, I'm experiencing this issue when sending emails. It blocks me from sending emails out to my customers and personal friends. Just was wondering how I can resolve this.
getting error 500 for Zoho mail
I just signed up for Zoho mail (Paid) and i cant login to it. I keep getting an error message: This page isn’t working right now mail.zoho.com.au can't currently handle this request. HTTP ERROR 500 Refresh
Mails not received.
I can't able to receive mails from my clients.
Not receiving mails from other. only receiving some mails.
I am not receiving mails from my clients. Receiving some personal mails from gmail account but not from my clients.
signupconfirm links not working
Hi, I'm trying to add an email address to my account. I receive the email and click the link, but jsut get a blank screen, I've tried with multiple browsers and in incognito mode, but it's the same result. https://accounts.zoho.com/signupconfirm?digest=AC-PQJGTcugb5roD0VRKtlO06WVg
Trigger workflow based on email status
It would be great to be able to trigger a workflow based on the status of an email sent from within Bigin. For example, I would like to create a workflow that generates an email alert or creates a task after a contact opened an email and did not respond
Sending Mail using phpMailer
I am using a fresh copy of phpMailer that is hooked up to our account creation for our service. When I am sending the emails through with it and echoing out $mail->ErrorInfo; it returns the expected line Array ( [success] => 1 ) Then when I look at my
PDF template setup
Hello, I want to create a list of attendees from an event form that has all attendees listed with a date, not a subform under a perticular event. Each attendee may have more than one record on the same date. My question is should I take the time to create
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Commands for using all available fonts
Hello, couldn't Zoho Writer have a /font command? Where I could just type /font FONT_NAME and get the desired font I want? Sometimes I really just want to be able to change fonts quickly without having to add a new profile for a new font every single
Help me on idea to create shopfloor on Zoho Creator
Dears, I'd like to ask for your help if you have any ideas for creating the shopfloor layout on Zoho Creator. We are making a Production Tracking System, and we want the shopfloor layouts to show the production order being run at each machine. Any ideas
不達となったアドレスを再登録する
キャンペーンで不達となったアドレスをリストに再登録する方法を教えてください
Campaign Reports
I'm trying to get a report from Campaigns so I know who has been emailed over a certain period, i.e. in the last 7 days, or last month. I want to be able to follow up with phone calls to clients who have been recently emailed. How do I go about this please. TIA Anne
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