Display Submitted Form Results
Hello, After someone submits a form I would like to immediately display the data that they just submitted so they can print out, etc. I don't want to display all records in the database, just their particular submission. Please help, thank you.
How to know when an email was added or modified?
When an email is added to a Contact or Agency, the Modified_Time of the Contact remains unchanged. This poses a challenge in detecting when a new email has been added for data synchronization purposes. In my workflow using SSIS, I rely on a Last Sync
Is there a way to remove the client share button on the Notes section?
Currently we don't use it, and sometimes it's pressed by mistake. Is there a way to remove the client share button from the Notes section in the CRM?
ZUG (Zoho User Group) In-person Meetups - Learn, Share, and Discuss All Things Zoho
Hi, We hope you are all doing well. We are excited to announce the second leg of our in-person Zoho User Group (ZUG) meetups in your region. A quick update: Our first leg of meetups in 2024 reached completion, and Zoho experts had the opportunity to meet
【CRMアップデート】Google Chat 連携機能リリースのお知らせ
こんにちは、コミュニティチームの鳥越です。この投稿ではサポートチームが作成する「Zoho CRM アップデート情報」の中から、以下を紹介します。 【Zoho CRM】Google Chat との連携機能リリースのお知らせ *適応環境:中国を除くすべてのデータセンター、有料プラン(2024/4/8現在) Google社が提供するチャットツールGoogle Chat とZoho CRM の連携機能です。 Google Chat を通じてZoho CRM のデータや情報をすばやく共有でき、営業活動に必要な作業を円滑に進めることができます。
How do I change the size of an image that's fetched via API?
I'm using a Notes field in a form to build a table of API data, including images. Since the size of the image is embeded in the URL that's being fetched, is there a way to resize them? So, I basically have this: tableData = collection(); for each id in
Where can I find the unsubscribed contacts in MA 2.0?
I'm using MA 2.0, and in my contacts list I see two unsubscribes. But I can't seem to find where I can see who actually unsubscribed. However, I did see in my first email, that I had 2 hard bounces. Does the system automatically unsubscribe when there's
Deletion of Attachments within a module
Hi, Working within a custom module "Discussions" I am finding that users are adding multiple attachments, this is causing a high amount of storage usage in our account - which is needed whilst the record is being worked, is there a possibility that when
Email Unable to Send Error
Getting this Error when I am trying to email quotes to customers in CRM. Has happened on all of them since yesterday. Am I the only one having an issue?
Error when try imprt deals from file
Hi i am testing import deals using xlsx file. I attached example file. When tried import into zoho, it say to check file. If does not contain merged cells or filters. But i not found anything wrong.
Zoho Sign API query
Is there any way to extend a document which is already declined or expired? Not manually, I need an option of Deluge or Rest API.
Zoho Commerce with wordpress integration
HI Guys, A newbie here. have our work website setup using a wordpress template that we are happy with. We dont want to create a new website using zoho sites. Is there a way we can integrate zoho commerce with our existing website. Thanks heaps in ad
Zoho Creator ID is 19 digits but max integer is Zoho CRM is 18?
Integrating Zoho CRM and Creator. Want to store Creator ID in Zoho CRM record for future record updates. It seems that the max length of the Long Integer field in CRM is 18 digits whereas the ID in Creator is 19 digits. Am I missing something here? Yes,
Update Related Records - Need Deluge Assistance
Thank you in Advance. I know enough to be dangerous - and i need help with a Deluge Script. I have two forms that are linked. Client_Details - (One to Many) - Associations I need a way to update specific fields on all of the related Associations when
Share mail template with team
Hello, Seeing that this feature isn't available, I would like to have a shared 'templates' folder so that my team and I can maintain a set of email templates to use when communicating with people outside our organization.
Issue When Attempting to Integrate Zoho Finance With CRM
Hi Enterprise Community, We have identified an issue when trying to integrate Zoho Finance with CRM. If Zoho Books is associated with Zoho Subscriptions, Zoho Expense, Zoho Inventory, Zoho Payroll, or Zoho Checkout, an internal server error occurs. Our
Problem connecting Zoho to Shopify
Hello, I own a shopify store and I'm having some problems setting up so I can receive emails from my customers through my Contact Us page. I contacted Shopify and they said that everything is fine from their end, and that I should ask zoho. This his shopify's
Problema Registro MX, No recibo correos / Problem MX
Tengo un Problema con el registro MX, mi proveedor de DNS no permite entradas @ o en blanco por lo que como nombre tengo que poner el nombre de mi dominio, mi proveedor es "Donweb by dattatec" En resumen no puedo recibir correos ya que mx tool box no
Add Tabs {Specifically Calendar]
Is there a way to add my calendar as a tab in my email account? Currently I go to All Zoho apps, navigate to caendar and it opens a new browser window.
Zoho not not sending out mail
Please can I really need a help my zoho is not sending out mail but can receive and it's started recently cause at first they all working good now I can't even send out emails but it can. Received
Zoho Mail is not forwarding the emails to my gmail
Hello, I used to get all the emails that I received in my zohomail email address to my gmail address. Its been couple of days, I have not received any emails in my Gmail from zohomail. Please assist.
Email Blocked. Error:Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Email blocked address (Info@hunarkarrugs.com) since last 4 days and our clients are waiting. kindly resolve my issue
Better way to include multiple values in an if statement
Using the following to execute a function based on the deal stage. Is there a better way to do this? I'm currently having to use && and input each deal stage I don't want to include. Is there some way to do like a if (deal.get("Stage") !- 'value','value2','value3'){
I need help with a column
I need to help me to make a formula for a column, it is to determine that when the data is greater within a specific column, is a type of retention, if it is less, is another type of retention, and if it is much less, is another type of retention, I get
Shopify to Zoho CRM Extension- Developed based on Customer Feedback
Struggling to manage Shopify customers and orders in Zoho CRM? Wouldn't it be great if your Shopify store and Zoho CRM shared customers and their order data seamlessly? This is exactly what the new Shopify to Zoho CRM extension can do for you. This extension
Add multiple records from another form - deluge help needed
I know enough to be dangerous - thus i can't seem to figure out what i'm doing wrong here on this script. It won't let me save, saying error in line 1. Any help is appreciated for each fetchrec in Client_Details [(Status == "Customer") && (Status == "Pending
zoho workdrive doesnt work
now workdrive is not working please review it
Display of related lists in Custom List View
I want to display deals in a related list in a custom list view created from contacts. Currently, only items in Contacts can be selected in the Custom List View. How do I add a related list?
Live webinar: Leverage the power of WorkDrive's file management within Bigin
Hello everyone, We're excited to invite you to an upcoming live webinar where we'll delve into the seamless integration between Zoho WorkDrive and Bigin by Zoho CRM! Our product experts from Zoho WorkDrive will be guiding you through the setup process
How do they make this program so terrible?
It's so terrible and frustrating that I don't know where to start. Please if anyone knows of a better platform that is possible for a small struggling start up to use post it here. They want to tell you how to set up your chart of accounts, what accounts
Zoho CRM Deleted User
I have a user's Email, which exists in the CRM user database under two different accounts with different IDs; one status is Active, and the other is Deleted. How can I permanently delete the account that is marked as "Deleted"?
How do I create a scheduled call diary (calendarised) in Zoho CRM?
Hi I wonder if anyone can help me with my problem. The problem It is imperative that my company is able to have a calendar based schedule of sales calls for the months ahead. This is a BASIC requirement of a CRM system. It MUST be calendar based, as the
Tip #12- How to install Assist unattended access agent using Microsoft Intune- 'Insider Insights'
We are back again with another tip for this week. Over the next few weeks, we'll be looking into multiple methods of bulk deployment of the Unattended access agent. Let's check out the first bulk deployment method. Microsoft Intune is used for centralized
Zoho Campaigns syncs guest checkout data for WooCommerce stores
We're happy to announce that Zoho Campaigns now syncs guests' checkout data from your WooCommerce store. What does this mean for you? It means Zoho Campaigns will now reflect all purchases made on your WooCommerce store, including those from guest customers.
Zoho Notebook Pro. Troubles on Sonoma and iPadOS.
Hi 1. Macbook . Sonoma (up-to-date). Export from browser (up-to-date) stuck without any progress. What to do? Can't be stopped or re-launched. 2. iPad Pro. iPadOS (up-to-date), After creating a collection in a notebook the app continues to crash. I restarted
Customize ALL Zoho Sign notifications
Zoho Sign allows to use Organization's email address and gives ability to customize SOME email templates, such as Sign a document. However, there are a number of notifications that can't be customized (recall, has been signed, reminder, etc). Similarly,
Bulk Journal Entries with Multiple Dates?
Hi Everyone, Good day. As the title say, is there an option in Manual Journal entry where you can batch process? This is helpful for me when doing bank entries as our business model is B2C. There is a similar function in the expense module but the accounts
Record-Edit view in Page
Hi, I've been looking around but haven't found a solution. I'd like to have a page that displays a record in record-edit mode. I've tried an iframe using the structure below, but the app menu shows. https://app.zohocreator.com/<app_owner_name>/<app_link_name>/#Form:<form_link_name>?recLinkID=<record_ID>&viewLinkName=<report_link_name> I've attached a picture that shows this problem. Any help on this?
Updates on 2024
Hi, This month any new updates on zoho sites?
Correct SPF settings ?!
Hello ! Yesterday I add a new domain, for the SPF settings, I saw new parameters : old : v=spf1 include:zoho.eu ~all ( I found NINE IP ranges ) new : v=spf1 include:zohomail.eu ~all ( I found FIVE IP ranges ) Should I change all (old) DNS settings to
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