Populating a picklist another form
I am creating an App for ATTENDANCE MANAGEMENT for a School. I have the forms: - Students (Form1) - Classes (Form2) - Attendance Management (where I monitor the ATTENDANCE of students PER CLASS) (Form3) In the ATTENDANCE FORM (Form3) I have the fields:
Get the future date a number of days from the date in a column in a Pivot Table
Hello, I hope that someone can help me. I have a pivot table which has a column with dates in it (Date A), I wondered if it is possible to create a new column that shows the date 180 days from Date A. Is this something I can use a formula for? If so how
iframe code: diff between view-embed and report-embed
Using Zoho Creator to enter local nonprofits and sort them, then displaying them on Zoho Sites. A while back a developer helped our sister site get up and running. I noticed that they were not publishing reports and using the iframe code to display them
Is there a way to create a Portal that goes directly to a custom page?
I want clients to go into a webpage type view and be able to see the details of what we have on file, and be able to update some of those details. It looks like Portals only allows the Contact/Build list view. I started a Canvas page, but it still goes
Unusual activity detected from this IP. Please try again after some time.
Unusual activity detected from this IP. Please try again after some time. Can't get this message to go when I'm adding users - I've added 30 licenses and can't add one
old contacts appearing in CC and BCC drop down lists
I have tidied up our contacts list but when I go to send an email old and incorrect addresses appear on my 'personal' list and if I use an organisation list it doesn't show the latest changes. How do I resolve this please?
'Lock extension after..." non functionning
Hi ! I use Z. vault chrome extension. As I work all day on my computer, I set the "lock extension after..." to the max : 8 hours. But it locks after 5/10 minutes. What can I do to solve that ?? Thank's for your help Best JPM
How Long Will It Takes to Re-Activate Accounts?
I have recently upgraded the plan from free trial to paid version. Even after successful payment from my card, the emails are still not working.
MAILCHIMP!! help!
we are having problem with getting emails from mailchimp ction: failed
Status: 5.2.3
Remote-MTA: dns; mx.zoho.com
Diagnostic-Code: smtp; 554 5.2.3 MailPolicy violation Error delivering to
mailboxes
X-Mailchimp-BounceCategory: policy-related
--4Trt6z1fw8z7mZ1BY.1709918027/mail185.sea101.rsgsv.net
Content-Description:
Reverse DNS Resolution - No PTR Record found
mxtoolbox.com report this problem with your mail servers mx.zoho.com ( 204.141.43.221) and mx2.zoho.com (204.141.43.222) Please fix.
Market Basket Analysis
Has anyone successfully done any market basket analysis / measuring product lifts in Zoho analytics and if so, how did you do it?
How to translate email notifications and reminders in Zoho Bookings?
Are you serving customers all over the world? If so, you've to work with a diverse set of languages. And juggling between multiple languages is no simple feat. If you fail to communicate to your audience in their regional languages, they'll move to people
How can I change embed template?
Hello, I want to embed form in my website but i can see only with the new template but I prefer the old one. I only setup for entire portal but not for widget. How can I do?
How to get all bookings via API
The API documentation seems rather limited for Bookings, and only has a call to lookup booking info by ID. How can i pull ALL of the current bookings in the system to get their ID's, and then later pull up an indivual record by ID once i have a list to
Contact photos not syncing from phone
Adding a photo to a contact from the interface will sync down to my iPhone as expected. Changing a contacts photo or creating a new contact and adding a photo from the phone results in the photo not being synced. In summary, photos can only be added/changed from the web interface, not from the iPhone. Is this problem known? Is there a fix?
Zoho Kiosk not working
I've set up the kiosk both via browser and then downloaded and installed the app. I'm able to clock in myself but when my employees try to clock in, it says they're unrecognized. We've put head shots up for everyone in Zoho People. Let me know if there's
How to create automatic Estimate Reminder Email
Hello - We do a lot of Quotes/Estimates. However, we always fail to follow-up with customers on these quotes. Therefore, many times we fail to convert these quotes into orders. We want to automate the process of Quotes/Estimate Reminders. Here is the
Print Option Accessibility Issue in Zoho Creator
I hope this message finds you well. I'm encountering an issue within our Zoho Creator application where I'm unable to access the print option when combining forms and reports into a single page. As printing is vital for our workflow, resolving this matter
Cannot edit "Expected Revenue" in a potential?
After converting a lead, I checked the option to create a potential and, in potential details, I see a field called "Expected Revenue" which I can't edit. What is its purpose and why can't edit? On "Standard Fields in Opportunities" page from Zoho website,
Webinar - Elevate your business events with the power of event landing pages
Want to unlock the secrets behind successful events and landing page marketing? Master the art of creating captivating event landing pages that drive registrations and event success with our in-depth webinar on event landing pages. Webinar Highlights
Extract Feedback from Zoho People somehow
I can’t seem to automatically get Feedback data out of ZP anyhow? There’s no API, I can’t create a custom report and I can't “schedule” a report. so frustrating…
After create deal, it navigate into to deal created. How avoid it?
After create new deal, automatically navigate into deal, so i have to click back, to be able to create new deal, I would like to create deal and it navigate to deal pipe, so i can easly create new one fast.. Another doubt, its possible use keyboard shortcut
Tracking serial number of the product sold in ZOHO support ?
Is there any way in keeping a record of the support calls for a particular product by its serial number? This is particularly important when the same company(user) may have multiple quantity of the same product and a particular piece identified by its serial number may be having repeated support requirements. Related to this requirement is the need to track the warranty period for a particular machine identified by its serial number, as well as Preventive maintenance requirement, AMC renewals etc.,
Add marketplace extensions during blueprint transition
Hello everyone, In the dynamic world of support services, the concept of blueprints plays a pivotal role. A Blueprint serves as a go-to platform, facilitating the visualization and customization of workflows to seamlessly align with specific customer
Is there a way to manually add a Desk Contact to CRM?
Is there a way I can manually create a CRM contact from a DESK ticket? I currently have the one way sync currently set up from CRM to DESK but I don't want to turn on the two sync because I don't want every DESK contact to flow into CRM. Thanks!
Function to Manually Upload Contact to CRM
Guys, I've tried the two-way sync between Desk and CRM but it's just uploading too much bad data to CRM. We've tried implementing several review processes in CRM but end up spending more time cleaning than we would spend manually adding the records. So, I have disabled two-way sync and am now using sync CRM to DESK only. However, it would be helpful for us to have the option to push contacts/accounts to CRM manually and on a case by case basis. Does someone have a function I could use to upload
WANT TO CHANGE MY ROLE FOR ZOLO FORM.
Hi there, We want to inquire about my solo form admin role transfer. We have 2 email accounts with my organization which are " himanshu@prosconsulting.ca" and "info@prosconsulting.ca". himanshu@prosconsulting.ca was my super admin for this account but
Associate Contracts with Contacts or companies
It would be great if active and signed contracts could be associated to contacts or companies in CRM. The idea ist that is works as easily as one associates emails to records via the Zoho CRM Outlook Plugin. Would that be possible?
Zia - AI for your business
Zia -AI for your business The first question that comes up in your mind is, what is Zia? Zia is an AI powered assistant which will help you all across Zoho ecosystem. With the help of Zia, you can do multiple operations like search, data fetching and
Confirmation Email
How do I edit the contents of the Subscription Confirmation email? It's not listed in the settings for pages and emails that can be customized.
【開催報告】ユーザー交流会 東京 2024/3/8（金）
皆さま、こんにちは。コミュニティチームの中野です。 3/8（金）に、ユーザー交流会（Meetup）をオフラインで開催しました。本投稿では、その様子をお届けします。当日の登壇資料など、こちらに共有いたしますので、参加できなかった皆さまもご参照ください。 ＊開催前に定員に達したため、ご参加をお断りした方々申し訳ございませんでした。 また、本投稿の最後に次回開催の日程を記載しておりますので、ご確認ください。 2024年最初のユーザー交流会 東京開催は、Communicatio 岡安さんによるZoho CRM
Facing WhatsApp live chat session issue for zoho desk
Currently facing issue related to the WhatsApp live chat session in Zoho Desk. Specifically, unable to receive whatsapp messages. Also, reviewed the configurations on both Mac and Windows platforms, checked on different browser. To further investigate,
XML file into XLSX Zoho Desk
Is it possible to transform an XML file into XLSX format in Zoho Desk?
Retain information of the ticket when ticket is moved to another department
Hi Team, Is it possible to retain the information of ticket when moving the ticket from one department to another ? The things that I would at least expect to stay with is the "ticket owner" and "status of the ticket". At the moment when I move the
How to add business label when task is accomplished
Hi, I am trying create automation in workflow to add business label when task is accomplished. But it not work.. there is no way to create business label when task is accomplished.. at least no easy way. Tried update business custom field when task state
[Product Update] Changes to Zoho Analytics Integration with X (formerly Twitter)
Dear Customers, We would like to inform you about some upcoming changes to our integration with X (formerly Twitter). As X has requested all users to migrate from Version 1 to Version 2 of their APIs, we are revamping the Zoho Analytics integration with
Using Self Client to Use Projects API
I registered self-client in the app registration. However, I saw in the steps to request authorization that I need a redirect_uri. Using self client, I don't have a request_uri. Is there a way to use self client and use projects API? Based on my research,
Deal Updated field by an workflow not trigger second automation
Hi, i am trying update run 2 automations in sequence, one trigger another one, but its not working. Using workflow i did 2 automations: Automation 1 When task completes i change deal stage field to "Sold" Its working, its moving card inside pipeline Automation
Zoho Books TimeSheet API Date Filter Format
I didn't see this documented anywhere and it took me an hour to figure out. In order to filter the time sheet list using: zohoapis.com/books/v3/projects/timeentries? You must also send the following parameters in this example: filter_by = Date.CustomDate
Estamos señalados como blacklisted
Hola! Hace un tiempo agregue un nuevo dominio para enviar correos por medio de Zoho campaigns, no habiamos tenido ningun problema, pero desde ayer nos esta poniendo que estamos como blacklisted, MXToolBox indica lo contrario.
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