Limit in Notes Field in Zoho Recruit
Is there a character limit restriction for Notes in Zoho Recruit ?
Autosave
Why isn't there a feature that would ask you if you want to save changes before leaving a client's page? We have lost so many notes because of this.
【Zoho CRM】ワークフロー機能で、Zoho Flow による実行処理が追加されました。
こんにちは！サポートチームが作成した「Zoho CRM のアップデート情報」の中から１つ取り上げて紹介します。 ワークフロー機能に関するアップデートのお知らせ：Zoho Flowによる処理が追加されました。 https://zurl.co/vwKe *この機能はZoho CRM エンタープライズプラン以上、Zoho CRM Plusでご利用いただけます。(2023年12月1日時点) ■ アップデート内容 Zoho CRM のワークフロー機能において、"ワークフローが実行する処理"として新たに"Zoho
コミュニティダイジェスト 2023年11月
こんにちは。Zoho コミュニティチームです。 毎月、前月に行われたフォーラム上での議論やZoho からの製品アップデート情報やイベントと情報をまとめた「コミュニティダイジェスト」を投稿しています。 11月の活動は以下のとおりです。 [ Zoho CRM に関する アップデート情報 ] データのエクスポート機能に関するアップデート（エクスポートデータ数の上限増加など） Zoho Calendar 、Zoho Recruit のカレンダーとの同期に関するアップデート ワークフロー機能で、Zoho
Zoho crm instant sync not working
I've been trying to get an instant sync set up between zoho crm and zoho billing to sync my contacts. I've followed https://www.zoho.com/uk/billing/kb/integrations/instant-automatic-sync-from-crm-to-subscriptions.html#:~:text=Webhooks-,How%20do%20I%20sync%20new%20data%20from%20Zoho%20CRM%20to,Settings%20%3E%20Integrations%20%3E%20Zoho%20CRM.
Uploading / Downloading Attachments Not Working Periodically
Attaching files and downloading attachments is not working every few minutes. Tried the Desktop App, Chrome and Firefox browsers, same issue.
Paid Marketplace Extensions and Administrators
Good afternoon, We've found a paid extension we'd love to use, however this is only something we want for a single field agent. They have a unique Role assigned, so that is easily done, but there is no way to untick Administrator, meaning we are forced
Importing from MySQL using Zoho Databridge connection not working anymore
How can we solve this problem?
Related List not showing in Portals
Apparently Attachments doesn't work in Portals, so I created two Related Lists for attachments. Both have a Lookup field to the Deals. One is showing in portals and the other isn't. Anyone know why this would be happening?
Custom field in "Bill To" section
Hello, I am trying to add a custom field called VAT number at the bottom of the address that's shown in the "Bill To" section on invoices. I've created a new custom field in global Settings → Preferences → Invoices → Field Customization. If "Show in All
Unable to Add Report into Default Home Page
Hey, I've created a Report and I want to add it to the Home Page. I've gone to Home > Add Component > Dashboard > Chose my Dashboard > But cannot find the associated report in the folder I've created. Could someone help please?
Link Invoice/Estimate to Ticket
Hi, is there an API that can link a zoho invoice or estimate to a ticket? I have a number of custom processes that create an invoice and estimate for customers and I want to link them to a ticket so that they appear in the Invoice tab of zoho desk.
How to Handle PDC Cheque in Zoho Books?
Hi Team, I'd like to understand how you manage the issuance of PDCs to suppliers and the receipt of PDCs from customers in Zoho Books.
How to naviagate across data using breadcrumbs
I am developing a widget for my extension . I am facing few issues 1. When I return from tab 2 to tab 1 my data in the tab 1 get disappeared. The data is not persisting in that tab whenever I navigate . Please refer me some source or docs to rectify
Creator theme menu levels possible?
Hey, Is there a way to get a second level to the menu structures in zoho creator? I have too many tabs to fit on screen and too many views already in the tabs I have. i could easily have 25+ views and forms in an admin tab but they would stretch well beyond the page limits. How can I add a second level of menus? Currently it seems I can only do 2 levels. For example Admin Parts Part ID Part Categories Users Rolls .. and 30 some odd other admin related items.
Zoho Analytics Sync Interval
Hello Zoho team, I hope you're well. I'm wondering if it's possible to change the sync interval for specific data sources in Zoho Analytics from 3 hours to 1 hour. I need to sync certain data sources hourly to achieve real-time analytics on our wallboard.
Expense integration with CRM Custom Modules
For various use cases, I find it very interesting to be able to relate Expenses with custom CRM modules. Currently, the integration with CRM only allows you to integrate Contacts and Accounts. Please consider including the integration of custom modu
Create hierarchy chart?
Is it possible to create a organizational chart based upon records in Creator? I would like to do this using a "Manager" field.
Hide 'Add' button on a report
Hi All I have created a report using the summary view for use as a settings page, where I have added decision boxes for things like notifying users by email when a record has ben added. If the field is checked, an IF statement checks the condition of the decision box before sending the email (email is sent if decisionbox is true/not sent if decision box is false). I have limited the number of records in the report to one, however, my question is, can i disable or hide the blue 'Add' button on the
CRM Deal API, Insert Record Error INVALID_DATA
I have pass json data and added require fields but getting below error, can you send each field name so i can make proper request to create record ? { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" },
Insert/Delete Table Rows macro
Anyone know how to write macros to insert or delete table rows? I use these buttons in Excel all the time for expanding/shrinking BOM tables. I tried recording a macro. But, it is empty after performing the insert table rows command. Looked into writing
[Function Zoho Analytics] - Is there a query function in Zoho Analytics?
Hello team zoho, Is there a Google Cheats query function in Zoho Analytics? If not, how can I replacement?
on Premise solution with Zoho docs
I have an inquriy of a customer, who is interested in using Zoho Docs. His major concern is not to give confidential data out of the company. So my question is: Is there an onPremise solution for your great product available, that can be installed on a local server?
Status Sync in Zoho Sprints!
Automation is always a time saver, especially when dealing with two different products and high level projects. Zoho Sprints has introduced one such feature that automatically syncs status. If you have integrated your Zoho Sprints account with Zoho Projects
Show date of a record on dashboard
Hello. I want to add widget/text which will show me the date when last deal was signed as well as how many days passed since the last deal signed. Is there any way I can do this? Date is defined in CRM under the DEAL field named "Date of order". Thank
Zoho Sprints mobile app update - iOS
Hey Zoho Sprints enthusiasts! In the latest iOS version(v1.2.16) of the Zoho Sprints mobile app we have supported a list of fantastic features. Here are those: 1. Follow/Unfollow Items: You can now easily follow or unfollow items directly from the app,
On-line help
I didn't find the on-line help ... Where I can find it ?
Trident app update - Windows - Upload files to WorkDrive widget
Hi everyone! In the latest Windows version(v1.2.4.0) of the Trident app, we've introduced a fantastic feature—now you can easily upload attachments to the WorkDrive widget. Here's how: Methods to Upload Attachments: 1. Dedicated Upload Option: Simply
Forwarding Zoho mail to GMAIL
Hello, I am having trouble setting up Zoho mail to forward to my gmail account. I need help. Thanks, Tarla
Hotmail is blocking the zoho servers
I dont know if somehow zoho got on a blacklist, but in the last 3 weeks the amount of emails not delivered or outright blocks has increased by at least 10%. Starting 2 weeks ago hotmail has just plain out blocked zoho. Can you guys do something? Obviously
How does Master Password work when adding new users from my Org?
Trying to use Vault for my team at my Org. I have setup my user account and master password and imported several hundred passwords. I have added user accounts for my 4 team members and shared the passwords with them. When one of them accepts the invite
Why do I have different stats for Ads and Zoho CRM?
I synched Facebook Lead Ads with Zoho social but the leads are not updating. I checked the statistics of leads generated under Ads stats and the CRM stats, I have different figures.
DOMAIN_NOT_RESOLVED
Could you please help urgently This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Tue, 28 Nov 2023 14:20:02 -0800 from admin@lifeformore.com
Failure Reason - DOMAIN_NOT_RESOLVED
Hi, we are unable to send messages to docs@radiantsexports.in and any this domain's email account from any account rajesh@aigclogistics.com or info@aigclogistics.com but we are receiving all that accounts emails. Troubleshooting > Retry Mail > Mail Header is pasted below for your reference. Please check and suggest. DKIM-Signature: v=1; a=rsa-sha256; q=dns/txt; c=relaxed/relaxed; t=1500100632;
s=zoho; d=aigclogistics.com; i=rajesh@aigclogistics.com;
h=From:To:Subject:Date:Message-ID:MIME-Version:Content-Type;
l=490242;
Updating field in zoho crm when document is completed in zoho sign
Hello I want to update date in zoho crm, deals module when document is signed by my client via zoho sign. I'm using webhook for this, but this is first time I'm using webhook's. So the problem is I don't have idea how my deluge function should look to
Write If Condition with Contains Function
Hello I would like to create new function to categorize meeting according to description for example the user write in the description "Good Morning Brother", if the function find "Morning" contains in the descritpion update the field to Morning. How
Kaizen #114 - Geocoding Leads' Addresses in ZOHO CRM
Hola, code enthusiasts! buckle up for a new post on our Kaizen series. This week, let us bring the theory to practice and explore a real-world scenario of sales representatives. We will look at how to create a Related List Widget map in Zoho CRM's Lead
Since last week, Mac Mail loses all previous e-mails (in inbox and sent) and have to close and reopen app to bring them
Every time I open an e-mail, or refresh to get new ones, all previous e-mails dissapear from list of inbox and sent. But this only happens on my Mac with MacOS Sonoma 14.1.1. On my iPhone and other devices same e-mail accounts appear normal, do not disappear.
Mobil calender | Dark mode for web
Hello! How to set the calendar to start on Monday? When will the calendar be available in the mobile application? Will there be a Dark mode for the web system? Thanks
Error sending mails
The last couple of days, we have been experiencing issues with several emails being put in Queue or Retry Queue. Our company has been unable to send important emails to its customers for 2 days. You need to solve this problem urgently.
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