Auto Apply template function
Hi, I want to automatically apply an email template when creating a reply to a ticket. I know this can be done in custom functions but Im having some trouble with deluge. Is there any assistance you can provide
Classes and CSS styling in Zoho Creator form fields
Hi, it would be nice if you could assign CSS styles and classes to the form elements from the field properties. And also, to be able to write CSS somewhere for the form, so that it is applicable on the form in any situation. Since I am currently using
Help needed with COQL query
Hi all, I'm facing an issue with the v2 COQL query. Can someone resolve the issue? Query select Dossier, Status, Toekenning_startdatum, Toekenning_einddatum, Created_Time from Bijzondere_bijstanden where Dossier in (640049000000603044,640049000000550726)
Can't connect to outlook / my website can't send emails with smtp
Hi, I have already sent few emails to your support email and still no response! I can't send/receive emails unless I use zoho's webmail. Why is that?
Para que eu uso o temporizador no Zoho Project?
Pessoal, Alguém consegue me ajudar a entender a funcionalidade do Zoho Project "Temporizador"... Ele serve pra dar andamento na tarefa? Ele não mexe com a % da conclusão daquela tarefa?
MailBox Size Exceeds Limit - Account Blocked
Our email was blocked because it exceeded the 5.0GB limit. We did the cleanup and now it is well below the limit, however we are not able to configure Outlook, it informs that logon failure and message that the service is disabled: The settings are correct,
Linking my Zoho mail to Apollo.io
I'm trying to link my Zoho mail to Apollo.io and already generated the app password but still it won't log me in it says below: An unknown error occurred connecting to the IMAP server with the provided settings. Check that the settings you entered are
Upcoming "Advanced Formatting Features"
Hello, Per some other posts (here and here), there is a big technical revamp in the works regarding formatting of contracts. Are there more details that can be provided regarding this? We have many questions on the future due to inconsistencies and missing
Setting Up Deploy Mobile
Hi zCreator Team, Just want some help navigate where can I find the deploy section for me to create an SDK for Users.
Receiving Error 1007 when posting to API to add subscribers
Hello!. I'm attempting to post contact information into the API from my lead distribution software when someone fills out one of our forms. It worked fine when I was just posting name and contact email, but once I added custom fields, I am receiving an error response that says Unauthorized request. Is there something I need to pass to allow adding custom fields to the subscriber list? Below is what I posted, many fields are blank, but that obviously shouldnt matter. I've made sure to triple check
I need make a test with emails, but there is some sandbox for to play?
Hi Zoho Team I need to test some email's campaing, so there is some possibility for to use a sandbox emals, for to work ?, or i need to use real emails in production? I need to define template and test it before activate a campaing, thanks in advance
How do I view the time a user clicked or opened a campaign email?
I would find it very useful to know what time each user performed click or open actions on a campaign, but I can't seem to find that data anywhere. Is this something I can get access to? It would also be helpful if this data could be attached to the data that we push to our Zoho CRM (the Email Member Status Data), so that click/open time could be seen in a user's CRM lead profile. Thank you.
How to create text widget?
How to create a widget in text format? example, I have user notes and I wanted to show them on the dashboard
CRM Workflow Rule Pop-up and Notes issues
Hello Enterprise Community We are currently experiencing some issues with Workflow Rules in CRM. When field updates are triggered and highlighted inside the record, there will be a popup showing highlighted fields updated in the background. If you click
Customizing Related LiIsts / Organizing Deal Data and History In Accounts
Our company is approaching the first full year of being Zoho users for our sales and marketing team. As we prepare for the new year ahead, we've noticed that currently there doesn't appear to be a means of organizing or structuring deal data (our referrals
Transfer of assets form my personal account to my s corp business
I have recently opened my s corp but have a bunch of assets that i want to transfer from myself to the company. 1)How do i go about doing that? 2) Also since i have just started i wont be able to pay myself back for the transfer of assets. How would i
Zoho Practice - Don’t miss out on potential Zoho customers!
Don’t miss out on potential Zoho customers! As an accountant, you want to grow your client base and offer them the best services possible. But what if your clients don’t have an organization under Zoho Books/Expense/Payroll? You can’t add them to your
Integração do Zoho CRM no Zoho Commerce
Eu me conecto à minha organização "StandTurbo" do CRM: E depois em " Módulos a serem sincronizados " escolha o módulo " Produtos " para inserir automaticamente todos os meus registros do módulo produtos no site: Escolho as opções que quero sem haver nenhum
Social Media Simplified with Zoho Social: Customize your portal for your clients
Let's say you're a social media marketing agency, and you handle the social media accounts of multiple businesses. You take care of their publishing and scheduling needs, keep the content calendar updated, monitor the brands' mentions and other interactions,
Starting a Cadence on "Closing Date"
Hello Trying to figure out how to have a Cadence begin sending a series of emails starting on the "Closing Date" of a Deal. I see how you can send it based on enrollment but are there any options for Closing Date? Thanks!
Hide message in app
Is there any way to hide this message? "We're offline Leave us a message" This is message is visible in pop-up
ZOHO BOOK, CAN I SEND INVOICES TO ALL CUSTOMER AT WITH ON CLICK ?
I'm hosting membership site and would like to send a builk invoice to all customers at a particular time.
How to mark "Unearned Income / Unuesd Credits" as general income after importing sales
Hello! Can anyone help me with this? I am having an issue correcting a list of imported sales information. I imported a set of sales information from before using Zoho and all of the sales from my customers are listed as unearned / unused credits. Is
Cannot add dew domain in Zoho Email
Hi team, hope you are fine When I try to add my domain konnectedconcepts.com to zoho email i get the following error: The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. Please advice on steps
Updating multiple CRM modules with Zoho Form integration
Hi there, We currently have two forms responsible for onboarding a new client. When the status of a lead changes to "start onboarding", the system converts to Contact. There is no account created, because at this point we do not know their company name
Subform Report
I created a subform under the deal module. This subform consists of attaching images and numbers text. Question: How do i create a report where in I can export and see the images uploaded. If this is not possible, is there a way I can create a report
How do I assign more than one project to a client?
Pretty simple scenario: I have a return client with a new project. How do I assign a new project to that existing client?
ZOHO COMMERECE SITE VISUVAL PROBLEM
NOT EDITING ZOHO SITE, ITS SHOW BLOGS PLEACE CALL BACK KANNADA LANGUAGE CUSTOMER SUPPORT
Zoho Reports v3 API
Hello I think I posted this question in the wrong forum!, so apologies for re-post. I see that Reports v3 has an enhanced API to allow column add/rename/delete. The questions I have are:- 1. The API documentation doesn't yet cover these new endpoints, when will the documentation be updated? It would be useful to see the details of these. 2. Having the ability to create a table would provide a more complete solution to table management, so that a data upload can be fully automated. Is that a likely
Country Drop Down
I see a few questions about this but no satisfactory answers. It is very important that for a global marketing campaign, the country field is from a pick list and not simply a text file. Otherwise USA, US and United States all become separate countries because no one writes the names in the same way. I'm creating a web to lead form to be embedded in a joomla website. How can I get country to be a drop down list? Warren
Zoho Booksでの一括メール送信方法
Zoho Booksの一括メール送信について質問です。 顧客ごとに複数のご担当者がいる場合、複数のメールアドレス宛に請求書を送付したいです。 しかし、Zoho Booksでは都度、請求書ごとにメールのやり取り＞すべて選択をクリックしなければ宛先を追加できません。 顧客が数百社ある場合、毎月顧客ごとにこの操作を行うことは非効率となってしまいます。 対処法などもしあれば、ご教示ください。
Content of Preview url is overriding the whole content of the webpage.
Hi there, We are facing some issues with the new page sense experiment. Issue 1: We tried to add a new qr image with a link in the details page of our site. But the problem is once we launch the experiment, all the details pages in the production are
UTM tracking and multi-lingual Support for Zoho Forms integration with CRM
Hello everyone, We’re thrilled to announce new enhancements to the integration between Zoho Forms and Zoho CRM, including support for UTM tracking parameters, and using forms in multiple languages. Our existing integration allowed you to seamlessly transfer
Zoho CRM Community Digest - May 2024
This May, we shipped several features and enhancements requested by the Community. Dive in to learn more about them and explore the engaging conversations awaiting you in the Zoho CRM Community. Product Updates: New Capabilities for Custom Buttons: Buttons
Customizing Filter Options for Client Portal Users
In the Module List screen of the Client Portal, there are many filter options available on the left side. However, I want to reduce the number of fields to avoid confusing external users. How can I set the filter fields to the ones I specify?
PDF Include Options and Formatting using API bulk export
Hi all, I am successfully calling to export a dashboard from our Analytics workspace using the Analytics API from within a CRM function, however I have come across the following issues that we want to address: Include either: a custom header which displays
扣费问题
我的银行通知说我的 银行卡 （尾号2083）在6月19号 有一笔预授权交易，金额是 CNY 87.08， 但是我不记得我订购过任何服务，而且我已经很久没用你们的服务了，我在账户内，也没有找到关于这笔交易的任何记录或者说明。 关于这笔交易，我需要一个说明，并退款。 --- My bank notified me that on June 19th there was a pre-authorized transaction on my bank card (number 2083) in the amount
Get "un"related records function ?
I have a multiselect in Products to relate products to accounts. I use a custom function to relate them automatically based on a field. What I need to know is which products are unrelated to accounts. I can use getRelatedRecords to get the ones that are
Tax Payment - How to CREDIT, rather than DEBIT?
Hi all, In Ireland, I pay 2 rates of Tax: 13.5% (Service) / 23% (Product). I have just migrated from Wave. It seems that the easiest way to record the bi-monthly tax Payment is Bank Account - Expense - Tax Payments - (Choose Tax Rate). However, there
COMMON_INTERNAL_SERVER_ERROR
Hello, I am getting error one send post request via python( ) to Zoho analytics, the error is COMMON_INTERNAL_SERVER_ERROR. how to fix it? ***I don't want to use the SDK package** error: {"status":"failure","summary":"COMMON_INTERNAL_SERVER_ERROR","data":{"errorCode":7005,"errorMessage":"Sorry,
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