How to know / reach a column's ID from a table in Zoho Analytics?
Hi, I'm trying to find all the views that are dependent on a column I have in a Data Table in Zoho Analytics. The issue is that I'm having sync problems with Zoho CRM because there was this field whose type was changed recently and the import error simply
Toggle UI for Checkboxes
Hey, I would like to have the ability to set Checkboxes to look like toggles:
Simple Request : Insert record to CRM Custom Module via Deluge
I'm quite used to Deluge in Creator, however I can not get the simplest bit of code to work in the CRM. I have full admin access to the system and ensured and am running the script on the Administrator permissions which has access to everything. I have
ERROR CODE :554 - 5.1.8 Sender Address Blocked
Can you pls help me? I am getting this issue every time.
Client script: checking for problems when calling a connection
Hi everyone! I'm writing a Client Script in which I need to use a Connection to call our custom ERP. I'm doing something like: var res = ZDK.Apps.CRM.Connections.invoke("myerp", "https://our.url/path", "POST", 1, parameters, headers); and it works, so
How to Capture Email Message ID After Workflow Email Notification?
Hello everyone, I have a workflow that triggers an email notification as an instant action. The email is sent successfully, but I need to capture the response (in JSON format) to store the message_id in a custom field for future reference. Is there a
SMPT
Hello, How long should the email sent via SMTP protocol take using Zoho? With my testing, it's usually between 10-20 seconds for it to arrive in the recipient email. Here's the test script that I use in Windows Powershell: $From = "my@email-domain.com"
New to Zoho: How do you change your notification sound?
I use a Galaxy S24 Ultra. I am trying to change my notification sound but I can't figure it out.
Authentication failure: unknown user name or bad password
Cant authentication my Hotmail email, i get the above message, but i know both the name and password are correct, its been like this for the past couple of days
Books PO Due Date on Calendar
Hello, I am currently looking for a way to add calendar events to either an Exchange or Google calendar to track PO's based on their estimated due date. Does anyone know how to write a function that would be able to do that? I know we have done it in
Function #60: Automatically generate invoices for unbilled timesheets at regular intervals
Hello everyone, and welcome back to our series! In the Time Tracking section of Zoho Books, you can set up projects to track services provided to your clients and log timesheets to record the time spent completing them. These timesheets can be billed
Text in object has weird replacement characters ���
We migrated from Gmail and never had that proplem. We work in french and some emails that receive that have accents, are replaced with weird question marks and we can't seem to be able to remove them. Is there any solution? Thank you.
URL field dependant on account
Hi all, I'm trying to do something with dependant fields but don't know if it is possible. With another service desk solution I have used in the past, it was possible to have fields that auto-populated with information based on the account name. In this
Can't filter for a null value in a custom view
Hello. I'm wanting to create a custom view to determine if a particular field has been populated. Much to my chagrin, it seems that Books won't allow you to have a value of null as your search criteria giving you an error stating, "Please enter a value
domain @nhs.net
We are having a sudden issue with our email that we appear to be unable to send emails to the domain @nhs.net Emails to other emails are sending fine however no @nhs.net emails are not letting us send. We have been able to until the last few days. They
E-mail bloqueado E-mails de saída bloqueados: Atividade incomum detectada.Saiba mais.
Olá, preciso de uma ajuda, poderiam liberar meu e-mail por favor? economista.thiago@aisikijustino.com.br Sou um humilde economista, preciso trocar e-mails com alguns clientes e estou impedido. Peço gentilmente que ajude, preciso liberar meu e-mail.
E-MAILS NÃO ESTÃO SENDO ENVIADOS
Boa tarde, Prezados, gostaria de mais informações sobre o meu problema, a mais de uma semana meus e-mail´s não estão sendo enviado e aparece uma única mensagem de erro:
Camera Plugin For PC To Scan Bills/Receipts
Hello, please can we get a camera plugin that activates a webcam to scan receipts/bills when we press the "Upload File" button under "Attach Receipt". It would work similar to how the mobile app works. This would make it so much easier, we don't have
I need to delete all my contacts without transaction
Hello, I have over 600 000 contacts in Zoho Books. I need to clean it however I can't find a way to delete all of them at once (except the one with a payment due). Then sync back only the necessary contacts and accounts. Is there any way to do so ? Thank
【Zoho CRM】割り当てルール機能に関するアップデートのお知らせ
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から割り当てルール機能に関する最新のアップデートをご紹介します。 今回のアップデートにより、割り当てルール機能でルールの適用対象データの条件をユーザーの役職に基づいて設定できるようになりました。 割り当てルールの設定権限を持つユーザーは、ルールを適用する際に「すべてのデータ」または「次の条件に一致するデータ」を選択できます。 「次の条件に一致するデータ」の場合は、データの項目やそのデータに関連するユーザーに基づいて、条件を設定することが可能です。
Zoho Fromsの件名の変更
Zoho Fromsで作成した自分のフォーム一覧にあるそれぞれのフォームの件名の変更方法を教えてください。
Error when trying to migrate
Please note that this issue has been sent to support@zohomail.com on 09/12 without no reply so far. I was trying to set up the migration process for our email accounts, but when I try to add an account I receive this message: We aren't using Gmail our
Error Reason:554 5.1.1
How do I fix this error?
Announcing Zoho Mail - Inactive user Policy
Dear Zoho Mail users, Thanks to all of you for your continuous support. We have recently started implementing the Inactive User Policy, for Zoho Mail. A user is considered as inactive, if the user has not logged in to the Zoho mail account for a period of more than 120 days. The login through POP, IMAP and Active Sync are all taken into account for tracking the period of inactivity. Whoever received the communication need not panic, as we have just communicated our policy to all the users. To
Prefetch Links
I have noticed recently that when adding links to chats, it will prefetch the contents of the URL given. This is new and is causing some issues with certain sites that we direct customers to. Is it possible to turn of the prefetch of links when they are
Does Bigin not have Deal Percentages for Pipeline?
Hi there, I have subscribed to Bigin and am kinda taken aback that it looks like there is no ability to tie a deal percentage to a pipeline stage to generate any type of simple forecast dashboard!? Am I missing something?
ASAP Unable to raise ticket
Hi, I have created a new ASAP widget, but when you click on raise ticket in both the preview and live, it just presents a blank box with no form to fill out. Can anyone assist?
Send Custom Emails to Team Members or Applicants
How do I use Zoho People to send a custom email to users, team members or candidates? in order to use this tool from day to day we would need to send emails to various persons on our team or persons looking to apply for open positions: Some cases we can
#11 Tip of the week: Mail merge templates in Zoho People
Dealing with HR letters and certificates is easy and effortless with Zoho People's Mail Merge Templates.These templates let you generate HR letters for multiple employees at one go, with dynamic content. You need not create different letters for different employees as one template serves many. Learn how to set this up here.
Optimize your Knowledge Base for enhanced visibility with meta descriptions
Let's explore the importance of a meta description for your article. Imagine a diligent writer named Damon, who has been working tirelessly on a knowledge base article for his website. He knew that a well-crafted meta description was crucial to attract
Email Approval in Zoho Desk
Hello! We would like to set-up an approval process, so that agents will prepare the reply to a ticket, the reply will be sent to an agent who will act as approver and then the approver should have the option to: -Comment requesting for improvement of
Introducing Image Upload in Canvas
Dear All, Canvas lets you create or redesign your CRM interface beyond the traditional customization options available. You can design the record details page starting from a blank template or using the default template options available, add images,
Viewing Saved Filter Searches on CRM App
Is there a way to view the saved search filters I have created on the desktop/web version on the iphone app?
Can we prefill a form fields in Zoho People
Hi There, Can we prefill a form field values in Zoho People? I have tried with URL prefill method, but the page is keep on loading. I would like to know whether we can prefill the fields automatically via URL or other methods?
Workflow in zoho creator
I created a workflow which seem to work only for the superadmin and not for the portal users. I dont know what the problem is
Page view with cell phone
Is there anyway to ajust the page view on cell phone, not using a Zoho Creato app but a cell phone browser ? Right now it only displays a standard pc view, that is hard to read. Sylvain
How do I customize the Knowledge Base tab in our customer portal?
It looks like we only have the option to customize the Home Page of the customer portal. How can I gain access to control what shows on the the Knowledge Base? It shows 'Recent' and 'Most Viewed' articles - but what if I want to arrange specific links
Zoho Flow The expected input type is jsonarray Error Message
Using Flow to create a CRM Lead when an appointment is created in Zoho Bookings. I need to update the Product Category field in the Lead which is a Mutli Select required field. Using Flow I am updating the Product Category field with the value - InstantAccept.
Teaminbox slow an hour behind downloading emails
Anybody else with this problem? gmail channel.
Spam from email sent from Bigin CRM
Hi Bigin team, I have noticed that sending emails from with in bigin crm to the clients the email is intended as spam. I have my bigin account setup with gmail imap. I have contacted various contacts in which they informed they don't receive the email
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