Pass Uploaded Image Files from Forms to WebMerge or WebHooks
Hi, Using Forms, I have a form where people upload an image file to help brand a report that will be generated via WebMerge or another service using WebHooks. I cannot use Zoho Docs for this report because I need to embed charts in into the PDF report and the Word Processor doesn't support that functionality. In any case, I don't see a way to pass an image file URL to WebMerge, or any other third party web service. So my questions are: - Is there a way to pass the image URL? - Is the image
unblock account
Dear Friends, Good day, My account OPERACIONESCOLOMBIA@ADUANTIR.COM was blocked because the mailbox storage size exceeded the allocated storage. According email send by us once the user has feed up at least 5% space (I did it) or has been allocated additional
How do I edit the default Zoho layout
I cant for the life of me figure out how to show/hide fields on the standard account layout and/or reorder them. I don't want to have to create an entirely new layout using canvas to do this. That seems absurd.
Maintenence of a contact in Zoho CRM
Hi, Can you advise if there is a way to trigger an alert a year or so after a contact was created in Zoho CRM, so that the contact information can be checked if it is up to date?
Zoho social Failed Facebook Integration
Dear Zoho Team, I hope this email finds you well. I am interested in setting up the zoho social facebook integration, However, it doesn't work even when renewing the permissions through my personal account FB settings. Please let me know how to proceed.
How to set Zoho writer's sidebar permanently to an extended position just like it used to be before, or it still is in ZOHO sheet? thank you.
Dear community, since today 16 July the side bar, ( the one with the list of my writer documents available) is not standartly visible. I can only open it but pressing the dropout button and then it jumps out to the right. My problem is that the bar covers the part of the document. Due to the reason that i often have to jump between tenth of the documents I need this side bar to be opened all the time, As in Zoho sheet for examle. MAy be it is as skin issue? But I never have touched any of the skin
Trigger Workflows on User module actions
How can I trigger a workflow upon the new user creation? For Example, I might want to run an API query to obtain an information about the user from the other system, and then save one of the response parameters in the custom field of the user. What would be the best way to go about it?
Function to Update Contact Owner
Here is our scenario: Our system creates a contact in Zoho CRM when a new user is added to our application. The owner of the contact is the developer who wrote the contact record to the CRM. I'd like to have a workflow that automatically updates the contact owner of the new record to match the account owner that the contact is related to. I'm having difficulty finding a function for this and am still in the very early stages of figuring out deluge. Any insight or help would be appreciated.
How to get all inbox and outbox emails using C#, I am newbie here , please give some direction with sudo code.
I need to show all email sent by my account and all received email too. i was thinking to call first : https://accounts.zoho.com/oauth/v2/token and then call email api but not sure, Can some one help me with sudo code would be great. Thanks
Merge phone number in templates
Hi, I'm designing an email template that would be used when a customer requests a quote. I would like to merge different phone numbers according to the postcode used by the customer. Is this possible?
'Edit as new' adds extra lines in between
This started about 2-3 weeks ago. I often use 'Edit as new' function to use it as a pattern for m y emails. About 2-3 weeks ago it stared to add extra lines in between Here is the email I wish to use a patterns and click 'Edit as new' Then you can see
Receiving Limits?
Is there a limit on the number of emails you can receive per day, or is it determined by your storage limit? I’m planning to create an email marketing sequence where I use an external SMTP service to send my mail, but use Zoho to receive email respo
Bulk change columns data type
Hello, is there a way to bulk change the columns data type in a Dataset? Thank you
Issue Report: iOS calls not audible - Resolved
Dear Cliq users, We found an issue with the latest Zoho Cliq app version in the App Store (version 5.0.42). This causes you to be inaudible while attending Cliq calls. Our team swiftly took action and fixed this issue. Please update your app to the latest
Migrating Zoho email address to Google Workspace
Hello again, Got another question. If I migrate the above subject, and I"m currently on the Mail Premium free trial, once the trial is over will I have to pay to keep the mail premium even though I migrated to Google?
how to de duplicate email send to group as well personal ?
Hi, My Team has started using zoho mail services and We are using zoho groups. My problem is when a a recipient added individually in TO and he is also available in group that is also added ... at this time email sent twice to this member ? Please help
higher priority for Zoho MX records shut down my Gmail
Hi, I'm tryinf to setup Zoho mail with Gmail. When I tried the automatic setup, my google MX records were deleted and replaced by Zoho's. I was unable to receive and send mails via Gmail. So I'm currently trying the manual way but : "Unable to check MX
Approval Rules on Zoho Forms
Is there a rule that can be set up, that only sends a form for approval if a certain criteria has been met? For example, for a leave request form, approval is only required if it is a certain type of leave.
Cannot create alias, getting AS101
Hello, I'm trying to create a new alias for an account on my domain canas.com.ar, but when I try to create a new one I get some AS101 error message. How can i Fix this?
"Zoho CRM says "Zoho CRM says 'Lead_Status cannot be updated as it is in blueprint'. Check the input for Lead_Status and try again.""
Hi Zoho Team Sevreals months ago, my script could updated the Lead status, but from November upto today i see the following message: "Zoho CRM says "Zoho CRM says 'Lead_Status cannot be updated as it is in blueprint'. Check the input for Lead_Status and
Calculate time on the basis of manipulated/custom time values
Hello there, I have the following requirement: I need to set a start time and an end time based on a condition and calculate the duration in between. Example: If condition A is met ---> Start time = <date> 08:00:00 If condition B is met ---> Start time
Não consigo enviar e-mail.
Bom dia, não estou conseguindo enviar e-mails apenas estou recebendo. Quando tendo enviar da a seguinte mensagem " Unable to send message; Reason 553 Relaying Dissalowed. Ivnalid Domain- metaconsorcios.com.br
IMAP not working for one account
account csimmons @ mpfcsales.com has not had functional IMAP since late last night. SMTP is working fine and other accounts on this domain are working fine with IMAP. This seems to be limited to this particular account. Can you looking into this ple
Not receiving mail in zoho
All configuration is done as you explain in documentation but Not receiving mail in zoho inbox.Can you please guide me what is the main issue.
Auto update email addresses
I have a contact then a related list 'Account' and 'Account number'. Lots of places to update info. I want the email address from the contact pulling through and copied onto the account and account number modules. so they also update as the contact does.
Emails not syncing
Hi community - our emails do not always sync with Zoho from microsoft, or some emails are there but our colleagues can't see other emails sent by different team members to the same client even though they are in Zoho - any ideas please
Is it possible to download updating calling data from crm monthlywise? If yes, please share Steps
Hello all, I need a calling data with month wise to check calling status . Thanks eCraftIndia Team
Error when exporting the Canvas Detail View in Creator 5
When I attempt to export a custom canvas detail view layout, the file does not export as a JSON. Is anyone else experiencing this issue? I have requested help from support but still no solution to issue
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
My outgoing messages are blocked. Kindly mention the reason and unblock my email id ehab@vconsulting.online Error: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Webinar- Boost your Lead Generation with Landing Page Campaigns
Are you eager to take your lead generation game to the next level? We're thrilled to announce an exclusive webinar that's tailor-made for entrepreneurs and marketers like you! Join us as we delve into the world of Zoho LandingPage and unveil the secrets
Zoho Forms Viewing
The ability to view more than 10 forms at a time in the list of forms I have created would be a huge time saver. Also the ability to sort the forms based on name, date create etc would be excellent functionality
Zoho Creator Calendar view
Is there any way of sorting a list of items on a given day in Calendar view to display in alphabetical order?
Workflow email notifications not triggering
I have set up a new user in CRM who has the same permissions and belongs to the same groups as other team members. When just this user is assigned to a deal this user isn't triggering email notifications sent by a workflow rule when a deal reaches a
Can a mass email be recalled that was sent using Zoho CRM?
Does Zoho CRM have an undo/recall option for emails sent? I know Zoho Mail does.
How can I associate emails to a lead or contact if their email address is in the "reply to" field?
Hi there, I have clients booking calls using a different system that isn't connected to Zoho. I get notifications of client bookings from an email address "no-reply@", but the reply-to field is the client email address. How can I automatically associate
Hide pipelines for specific users in the CRM
We have multiple pipelines in our Zoho CRM and I would like to hide some from specific users, please help!
I am not receiving emails from the domain @tp-link.com
TP Link is one of our Hardware suppliers, particularly the APs that we use within the company. We need to have communication with them to be able to resolve our queries. When we send an email to your email address, an automatic ticket is generated and
Error in get leads from zoho crm and add leads to zoho crm
Hello Team, I got the access token from zoho in postman and able to get and add leads by postman. but when I try to do the same from my React JS Website it give us error. Access to fetch at 'https://www.zohoapis.com/crm/v3/Leads?fields=Last_Name,Email&per_page=3'
Travel card
Travel note. I tried forwarding my travel plans to add@notebook.app but nothing has appeared in my account. Where has the info gone to. Not feeling that this is very secure or private.
How to Restart the Approval Process (undo a deny or approval) for a particular entry
There are no directions anywhere on how to undo a denial that was made in error. PLEASE provide instructions on how to do this.
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