How to see which tasks have been synced with Zoho Sprints
In the old style Zoho Projects in front of every tasks there was a small icon if it was synced with Zoho Sprints. Now either this icon is gone or somehow we turned it off. Do you know how we can turn it so we can see in the task list (without opening
Zoho Forms - Date Field - Can I limit it to only the year?
I'm creating a form that would require details of a vehicle, Make, Model, and Year. Is it possible or some way for me to create a field that would allow only entry of the Year?
When might we get "advanced" range, sheet locking?
I need more thorough locking capabilitiies, most importantly ability to lock a sheet from structural changes. Any plans for more locking functionality?
A major warning to Zoho Creator Users about backup limitations
Hello everyone, I felt compelled to write this topic to warn fellow Zoho Creator users about what happened to my business and the potential risks to yours. A piece of rogue deluge script in our system deleted thousands of records which had multiple links
How to show an expense that was purchased with personal money
Hello, Items were purchased with personal money before we created a Zoho Books account. The items are also to be added as an expense as well. How do you create an expense without having to allocate it to your bank account or undeposited funds? Also how
How to push item name from Zoho Books to Zoho Creator using Custom function?
There are multiple module in Zoho Books, Suppose I need to push data of Estimate into Zoho Creator, I have created similar form in Zoho Creator as well as I made a connection with Zoho Books to Zoho Creator. I am able to push other data except this Item
Free Webinar: Getting started with Zoho Sign
Hi there! Are you exploring Zoho Sign or evaluating it for your enterprise? Then don't forget to join our upcoming free webinar - Getting started with Zoho Sign. In this webinar, we will help you learn the basic functions of Zoho Sign and also, provide
Google My Business Messages
Zoho Social should consider adding support for the message feature in Google My Business (GMB) to enhance collaboration and customer communication. By integrating GMB messaging into Zoho Social, businesses can consolidate their communication channels,
How can I display lookup field data on a widget page?
I have a widget page that offers a detailed view of a record of my Projects form. I have other forms associated with the Projects form and I wanted to display their data as well. I have tried doing it like this: document.getElementById("Assessment_Date").textContent
Preventing a Comma in text fields
Hi, I'm trying to create a validation rule to prevent special characters, I'm able to add almost all special characters and it works fine..... except the Comma ( , ), You use the comma to separate between the values in the condition, but what about the
Enabling Threads with Cliq Networks
I see how to enable threads in the main Cliq interface. But I have created a networks and Threads don't seem to be possible... are they and how? Thank you, Liz
Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts
Hello all, We are excited to host the Ask the Experts session on July 18, 2024 between 2:00 PM – 7:00 PM IST. Whether you're just starting to use Zoho WorkDrive, or if you've been with us for a while, this session is an amazing opportunity to discuss
Adding a payment plan with determined number of instalments and Zoho CRM integration with Custom Module
Hello! I would like to know how I can add a payment plan in Zoho Invoices that will automatically send due invoices when the time comes and then track them if not paid. In addittion, I would like to know if I can populate the information for these instalments from Zoho Forms or a Zoho CRM custom module. Description of case study: Once we confirm a sale, we have to send invoices in agreed instalments and known dates; but always in the future. The number of instalments and amounts vary depending the
Can't send emails to other addresses other than my own.
So basically our WP website is using Zoho Mail through WP SMTP and we were able to set it up properly. It was sending emails to addresses fine 2 days ago. But now it has stopped. We can only send and receive emails with other zoho addresses but not to
Error: Unable to send message reason 553 relaying dissalow
Hello, Domanin expired, I renewed but now I get the error Unable to send message reason 553 relaying dissalow when I try to send an email. Please tell me what CNAME I need to add in order to verify again. Thank you, Gabriela
Connecting Mail through IMAP
I am trying to connect my account through IMAP, but it shows that connection to the incoming server was dropped. I used for incoming server: imappro.zoho.com port 993. for outgoing server: smtppro.zoho.com port 465.
DKIM TXT NÃO ESTÁ POSSUINDO EXITO NA VERIFICAÇÃO.
Recebi uma notificação quando fiz login informando que você deve configurar um registro DKIM txt com meu domínio. (Estou usando o registro.br) Eu sigo as instruções, mas quando tento verificar o registro, o Zoho diz que a seleção falhou. Tentei esperar
Form Rules
Can you guide me on how to create a Form Rule to receive a notification after 10 respondents have submitted the form? This will help to reduce the notifications in our email which can combine a batch of 10 respondents' details in a single email. Tha
Product pricing without the Unit Price field
Hello, I am testing if I can use a different field for the unit price rather than the system default Unit Price. I have deleted the Unit Price field in Products and Services. When I then create a quote, CRM adds a price for the product even though there
Cannot Delete a domain
I actually got a free domain from zoho as a part of some promotion. The domain name is gpgpu.in. I do not want this domain anymore. But when i try to delete it, i get an error stating it is registered by zoho. This domain is registered by zoho.please
Zoho CRM + Cisco Communications Manager (PBX)
Is it possible to integrate Zoho with Cisco Communications Manager (PBX)? We would like to pass caller ID to Zoho to bring up the record when the phone rings. Moderation Update (22nd July 2024): We are happy to inform you that the Cisco integration with
Zoho CRM API: Python request-based POST or GET authentication + insertion of contacts
The Task## A django application that allows users to sign up and once the user clicks on the account activation link, Zoho CRM is receiving the data and a contact is created in the CRM section. Olansi Air Purifier The Problem I am currently working on
Mass Conversion of Sales Order into Invoices.
My Sales orders have a Custom Field that I have called "Reference #1" that field has a unique code, that code represents a purchase order that I have placed. I want to know if there is a function where I can tell Zoho Books to convert all the "Reference
New functions in formula builder in Zoho CRM
Dear Customers, We're happy to share some formula functions that will boost your application and bring a new level of functionality. Whether you're working with strings, dates, times, or numbers, these formula functions are designed to make your life
Cadence not working on leads that are created via form submission.
Hello, I have a Cadense set up to add Leads with the status "Webinar Follow-up Cadence in Process". When I manually create a new lead with that status is works fine and adds the lead to the cadence. However, I have a zoho form that automatically creates
Server Error occured.
When I try to create a landing page, I get this error "Server Error occured." has anyone else had this issue?
Zoho Contracts and Writer- Linking Documents to CRM
So I tried Contracts and it seems like a glitchy ordeal. I created a template but when I started a new Contract based on that template it was changing the template and didn't seem to link to the CRM at all. My feelings about technology are that if you
Email Unsubscribe for Leads
I currently have a cadence set up for all leads with a specific status in a custom view. I’ve included the default Unsubscribe link in my emails. When it’s clicked it shows a message next to the email address in Leads but it does not automatically check
Zoho Survey como cambiar como cambiar el envio de correo que se envia del dominio por defecto de Zoho survey
Saludos con todos: Soy nuevo en Zoho y estoy probando la plataforma. Mi idea es mediante Zoho Survey poder almacenar todas las iniciativas de proyectos de desarrollo que me lleguen ya su vez una vez enviadas automáticamente se envie un correo a varios
Undestanding execution limit
Hi, i'm trying to understand the execution limit on creator's function. So, take a look to this screen: This snippet work. But if i add: i reach execution limits. Also if a wrote ONLY if (condition) {} this if gives to me an execution limit error. But
Midtrans payment gateway now available in Zoho Forms!
Hello form builders, Seamless and secure payment solutions are critical for businesses of any size. With a focus on user convenience and security, Zoho Forms has recently expanded its portfolio by integrating the Midtrans payment gateway, further enhancing
Zoho books API Authentication
I Have created self client with below Scope ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoBooks.fullaccess.ALL,ZohoCRM.change_owner.CREATE And also i generated Auth token using. https://accounts.zoho.in/oauth/v2/token? I am able to access all ZOHo CRM
Call to "zoho.inventory.<any-method>() from a custom Deluge Function within Zoho-Flow returns error: Code 14, Invalid value passed for authtoken.
We found a weird authentication problem when "Deluge make a call from Custom Function in a Zoho-Flow". Code 14, Invalid value passed for authtoken. The code follows: void Token_test_2020() { organizations = zoho.inventory.getOrganizations(); info organizations; leads = zoho.crm.getRecords("Leads",1,200); info leads; } The answer follows: [ { "code": 14, "message": "Invalid value passed for authtoken." }, "{\"Company\":\"beyond woman sl\",\"Owner\":{\"name\":\"Mousee\",\"id\":\"2010XXXXXXXXXXX7009\",\"email\":\"XXXXXXXXXXX@mousee.com\"},(...)"
How to display number of form submissions in a form?
I am new to Zoho Forms and still learning after converting from JotForm. How would I go about displaying the total number of entires in a form? For example, if there are 40 completed entries in a form, how do I display this number (40) in the actual form
Detecting department availability from JavaScript
Hi, We are using a custom button to invoke chat. I have a need to set current department and detect department availability from Javascript - when a customer signs into a portal, their local support department will be assigned to them, and the color and
View Email in Browser
How do we ensure a Marketing Automation email can be viewed in browser in HTML format, not just text only?
Cannot save custom field
Hello, I'm trying to add a custom field that is a drop-down list. However, the Save button ineffective. Actually, no matter the custom field I choose, I cannot save it. I tried on both Firefox and Chrome, on a Mac. Is this a bug? Thanks
Reimburse an expense paid by someone else and show it on their account
Hi, I manage the accounts for an apartment complex (condo). The owners pay annual common fees for the running of the complex. Sometimes, an owner will pay for something and then either want to be refunded or have the amount credited against their common
NO PUEDO ACCEDER A MI CUENTA
Buenas, Hice la Creación de la Cuenta info@fuentedelcordero.org , y Ahora no puedo Recuperar la era de la contraseña y de Elimine el error por el correo electrónico secundario Que mayamerbm@gmail.com please envíenme la Contraseña de mi correo info@fuentedelcordero.org un mi correo: mayamerbm@gmail.com ya Que No Puedo Recuperar La Cuenta no recuerdo la clave y no tengo Correo secundario. AYUDENME.
Discount
How can I apply a discount(15%) off on a estimate or invoice in Zoho Books?
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