Best way to Utilize Zia for Multiple Overlapping Roles
My company recruits for multiple positions that sometimes overlap in terms of skill, experience, and software requirements. Some positions are exactly the same just for different clients (since we are an agency). Sometimes, positions close or we reach
Website down- please help
My website www.indiatractors.com is down. Please help.
help with code
Hello, could anyone help me with the code, I would like when I enter the payment date it fills in automatically, monthly, on the correct date of the following months eg: 15/03, 15/04, 15/05 and 15/06. it's possible
Zoho CRM - Create Task With Make.com
Hello, I am trying to create a Zoho CRM Task via the Make module called "Create an object". When running the Make module, it successfully runs, however the Task does not show up on the CRM system. Any ideas? Thanks, Brendan
No "ticket updated" email notifications received by client?
With an existing ticket, when an agent updated the ticket, I'd like the system to send an email notification to the client and let him know that the ticket has been updated. That's all. Sounds simple but I have not been able to figure out how to do it. In Setup-->Notify, there are only notification options for "public comment". My issue is that when an agent responds to an ticket via email, it is treated as "reply", not a "comment". Hence no notification is generated. My ask is simple - How can I
Desk API to List all tickets does not return resolution field or any custom fields
It brings back many fields but not resolution or custom fields. How do I access these fields via API? Regards, Glenn
Client Script Question...
Hi I have written this bit client script but it doesnt seem to be playing ball, essentially I want a notification to ping, when a user goes to edit the field "Total_Refund" but if it exceeds "Total_Spend" it clears the value and notifies accordingly.
Deals not showing up in Module picklist on new Webform
As the subject says, I cannot select a Deal object from which to build a webform? I am the administrator... I don't understand why the Deal object would be hidden from selection here. See screenshot.
Importing Google Sheet - date format problems
I have a Google Sheet with a "Date" column and its format is set to yyyy-MM-dd. When I create a table in Zoho Analytics and import this sheet, the preview screen shows the Date column format as "dd MMM yyyy HH:mm:ss" (e.g., 28 Sep 2023 00:00:00). When
How to Mass Delete Contacts in Zoho Recruit
I have 75,000 contacts I would like to delete from Zoho Recruit. Deleting 100 at a time is too time-consuming. Can you share with me how to delete in bulk?
Zoho Mail - javax.mail.AuthenticationFailedException: 535 Incorrect authentication data
I am receiving this message via Zoho Mail. We are able to receive emails but when we send emails this error appears in RED - javax.mail.AuthenticationFailedException: 535 Incorrect authentication data I feel SMTP server is incorrect and not able to send our emails. Can we get some help with this issue. Regards Jacob
Valid email address getting the "invalid" error
Hello -- This is going to sound far more complex than it is, so bear with me... :) In order to protect my real email address, I use SpamGourmet's service to get & reply to messages. The problem is that in order to reply, I have to use a # in the "to" field, which causes Zoho Mail to claim wrongly that it's invalid. Their site explains it this way: "Use this address to send a message to example@domain.com label.myusername.code.example#domain.com@ob.0sg.net that will be from your disposable address
Zoho stopped receiving emails from Wordpress/Contact Form 7
Recently (we think about 2 weeks ago), messages sent from our Wordpress website www.h2gold.com.au, using Contact Form 7 and Google recaptcha, stopped being received in our Zoho mail. The website is about 4 years old, and was configured with Zoho's MX records from the start. And worked fine most of the time. I have since updated Wordpress 5.3 and CF7 5.1.5 and also upgraded Captcha to V3 with new keys. All indications from the website indicate everything should be fine. Green box message "Thankyou
HELP: My Zoho Account Doesn't Receive Any Emails
Can someone please offer some help. My Zoho account has not been receiving any emails for over a day now. I can send emails but I've tested the account and no emails are being received. Also, can all the emails that have not been received be recoverable? I have lots of business emails that I need to review. Thanks, Steven
Using SalesInbox to import contacts that were CC'd on emails
Hello, We often have clients that will be CC'd on an email and we would like to add them to our contact list in addition to the sender. Is this possible? Additionally is there a way to tell if CC'd contacts are already in the CRM as a contact or a l
How do you handle unsubscribes in CRM and MarketingHub
We're relatively new to Zoho and I'm trying to determine the best route when it comes to Contacts/Leads who unsubscribe. I was told about the unsubscribe form for the CRM but the Zoho representative wasn't sure about what that would do in MarketingHub, if anything. I would like to keep track of all Leads/Contacts, even if they unsubscribe, to keep from re-adding them in the future and sending them mail again by accident. Anyone aware of a place where such Leads/Contacts can be stored to avoid sending
Zoho Creator 5 API documentation
I'm looking for documentation on building API connections w/ third party sites/apps in Creator 5 - I only see documentation for Creator 6 in the Knowledgebase. I'm probably getting in over my head really - I have no experience w/ API or development other
Initial Loading Delay in Zoho Creator App
Our Zoho Creator application experiences a delay in displaying data and opening forms upon the initial load, impacting user experience. Could you please provide guidance or best practices to address this issue? Your help is greatly appreciated.
Enable API
I currently have a professional plan but I used to have the API platform enable. Can you enable the platform and the API at the same time? I have credits available and would like to purchase more. Why I request this, is because I have people with access
Upgrade Zoho CRM free to Zoho One
Hello, If we start adding and using Zoho free apps, like Zoho CRM and Zoho Desk, will I be able to upgrade to Zoho One (paid) without losing any data? The uprade is a simple click? (though I don't have "Zoho One" as upgrade option in my account) Or do
Projects/People - "Not Pushed (Task could not be created in Zoho Projects since there are more than 100 users mapped to this task.)"
I'm the admin for Zoho. Time is set to automatically be pushed to Zoho Projects from Zoho People. This works most of the time. However, I've received a number of notifications in PDF sent to me via email. which contains a few errors that are described
Is it possible to download record template without opining it in a new tap?
Is there a way to download multiply record templates without oppinging lot of tab. I'm using this code: openUrl(url + linkName + "/" + input.ID + "/" + fileName,"new window","successive=true"); An once I click to download the record template you can see
How do I add new users?
Hi, I’m trying to add a user in my organization to Zoho Learn, but I’m unable to assign them the app. When I go into Zoho Learn, the documentation says that I should have an “Invite Users” section, but I’m not seeing that in my settings (screenshot attached).
Recurring Milestones
We have monthly recurring services we offer, and I need to track our budgeted vs actual hours spent. I've found budget tracking via milestone hours very useful on our non-recurring projects or services offerings, and I would like to use the same feature
Copy Bill to Address to Ship To Address
For 99% of our customers the Bill To and Ship To address are the same, and it's a big waste of time to have to enter the same address twice. Would you please give us a simple way to copy the Bill To over to the Ship To address with the click of a button? If there is some other workaround to use I'm all ears. Thank You
Adding a new user to my Zoho CRM account but this user already created his own free zoho CRM version
Dear All. I am trying to add a user to my Zoho CRM account, but this new user already created a ZOho CRM account of his own. So when I try to add the user it says his email has already been taken. I actually found the following solution: You can add an
Shifting task successor when predecessor finishes early
How do you shift a successor task earlier if the predecessor task finishes earlier than it's due date? If I attempt this I get the following error message:
Augmenting subform capabilities
Greetings, everyone! Finally, the day has come for us to announce some of the most anticipated, requested, and exciting updates to subforms in Zoho Creator. As you're aware, subforms are an integral part of Creator forms, as they help in establishing
Why is our automation lagging or non-existent today?
We have automation based on fields and timestamps. Today, the automation is not creating the note and follow up task. Also, some emails are failing to send.
Mail delivery failed: returning message to sender
Hello, can you please check why your email server reject our email to our clients ? here is example 541 5.7.1 Mail rejected due to antispam policy our servers Received: from qis.host ([2001:49f0:d014:5::3]) Received: from [103.119.112.200] (helo=qis.host)
Changing Ownership of Zoho Analytics
How do I change the owner of Zoho Analytics
Plan your marketing projects as drafts in Zoho Marketing Plus
Hey everyone, We've introduced a new option that enables you to draft your marketing projects and plan all of your marketing activities before your team starts working on them. Who can create drafts? Any user with access to marketing projects can create
Suggestion: Setting field focus programmatically.
I propose a new feature that would allow you to programmatically set focus to a specified field. Example: setFocus Name; That is all. Carry on.
Zoho CRM Developer Series: Zoho CRM APIs
Master Zoho CRM APIs like a pro! In collaboration with Zoho Developer Community, we are introducing Zoho CRM APIs to help you unlock the full potential of Zoho CRM APIs, regardless of your experience level. Register now to supercharge your CRM skills
LinkedIn post in name of someone
I posted a LinkedIn post via our ZOHO account this morning. Now on LinkedIn it is mentionned as "posted by" someone who used to work for us (and with the ZOHO account). How can I modify that name? I can't find it anywhere in our ZOHO account settings.
Request secret key and consumer key for inventory API
Dears, I need API keys to retrieve our inventory products with images. Please give us the secret key and consumer key to do that. Also, we need help figuring out how to retrieve all products in our inventory, including their images. Regards,
NO PUEDO CONECTAR SPF A WIX
Tengo dominio y hosting en wix, ya conecte todo, solo el spf no se conecta ya lo intente con distintos spf y con el que viene en la pagina y no se activa, cual es la solución para poder activar el spf en wix?
Activate a contract with a hard copy scanned contract
Sometimes, we receive signed contracts in hard copy, which we then scan and import into Zoho Contracts. Currently, this means we have to delete the original entry and import the scanned contract as a new one. But along with that, Zoho Contracts requires
Import validation masks so restrictive and patronizing - makes contacts import unusable.
I tried to import a large contact list into Zoho mail contacts. The CSV import filter imposed - which is not under my control and I cannot change it - balked at every single record. I think it should be within margins if I want to import a phone number
Syncing with Outlook Duplicates Events
We are using the Outlook Add In. Whenever we create an event in Outlook, the event is duplicated, sometimes many many times. This only happens when the Zoho Add In is on, so it is evident this is the cause of the problem. I am using Outlook professional
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