I need help adding departments
Hi, I have 4 brands added to my ZOHO Sales IQ. The problem im running into right now is that when a visitor lands from a different brand and my operator caters to teh visitor it shows my operators full email which is not form that brand. How do I make
Built in Search, Last n Days not including Today
I'm seeing a strange behavior using the built in search option on date fields. This is a field that I populate through the Zoho API. If I choose any of the available "Last n days" date range functions, i.e. Last 7 days, Last 30 days, the view does not include records with today's date. The "Today" option returns today's records. The field uses the following format: yy-mm-dd hh:mm:ss I have not tested other formats to see if it is specific to this one. Update: After looking at the code zoho generates
Is there a EMAIL REPLY condition?
Can Zoho MH know if someone has REPLIED to an email in a Journey?
Page embedded report "Add Record" button
A fundamental need is to embed a report in a page and add records to this report. When pressing the + button on the embedded report the form size is limited to the report size, which can significantly reduce the user experience. I would appreciate if
Setting up SAAS business through Zoho Billing
Can we send a payment reminder notifications on Whatsapp through Whatsapp Business API linked with payment failures or for dunning manangement. When we configure plans for mid cycle upgrades in zoho subscription do we still need to set that up in payment
Zoho recruit API
[{"code":"MAX_RECORDS_LIMIT_REACHED","details":{"max_no_of_records":100000},"message":"maximum number of records limit reached","status":"error"}] When did the above error come? I am using Zoho Recruit upsert API for adding the candidate data, and I often
Zoho Campaigns - Contacts Fields
Hello I need help to add contacts custom fields. For example: I want to change the field name from Complete Name to First Name for example. How can I manage Contacts Fields? Thank you in advance
how to change ownership for all accounts? crm
What will happen if person A own all account as a manager and this person will resign or will delete his account at Zoho. Will I loose all accounts created by this person (manager)? Is it possible to transfer all accounts (with one click instead of doing
Zoho SAML Assertions
Hi, We're currently using our IDP (Identity Provider) to authenticate our users in the Zoho Help Center. The authentication process is functioning properly, but we're experiencing an issue where the First Name and Last Name fields are not being populated
How can we pass the zoho.currenttime form Zoho CRM to Creator date time field
I am trying to pass from a CRM custom function the zoho.currenttime (or the date) to a Zoho Creator date/time field. I have written multiple ways but I always get "Please Enter a valid date/time for the field" I have written ways like for example EndDateTime
How to record Gift Certificates?
Hi I am looking for some guidance on how to record the sale and redemption of Gift Certificates? thanks
There is some method for to catch a BluePrint Transition?
Hi People I've been trying to detect when a user clicks a transition on a details page. I am using this code in clientscript, but I just realized that it only serves to know the transitions that exist in the page details, but does not indicate which one
Zoho social & CRM leads not synchronise due to unwanted mandatory field.
Facebook leads not sync due to some unwanted mandatory field. Please help us to get these & new leads in CRM.
How to show recent blog posts in the site level sidebar
I have created a blog on my Zoho site. I do see Categories and Tags in the sidebar when I am on the blog page, but how do I show the recent posts in the sidebar across my site.
[Upcoming Webinar] The blueprint for setting up a data-first organization
In today's data-dominated business landscape, analytics has acquired a critical position across industries—yet the global BI and data analytics adoption rate remains at 26%. This may be because the journey to becoming a fully data-driven organization
Adding VAT Number to invoices
Is it not possible to add a customers VAT number to invoices if you are using a free account from EU, specifically Belgium?
Add Products search failing
One of our users is trying to Add Products to a Deal. In the Deal's record view, he scrolls down to the Products section and clicks "Add Products". That brings up the search box for the Products. He pastes in the product name (a unique string), and ...
Update Text Field with Owner Id form a Record
I would like to obtain the number of UserId from the record owner into a text field with "OwnerId2" API name I'm trying with the following function. But can't get it work. // Fetch the main record from the custom module ActivityRecord = zoho.crm.getRecordById("Activities1",Activityid);
Error when logging into Zoho Commerce as client
The log-in page for my clients has an error, shown in the image below. All of my clients are experiencing this problem. Do you know if it can be fixed from zoho´s side? Also, we have had the problem below for quite a while. I hope somebody can help!
task reminder in deluge
Hello, please, give me a hint, how I can set a reminder for a task I create in script? I made the script which is used in workflow automation for creating a task. It looks like myFieldMap=map(); myFieldMap.put("Task Owner",input.AccountOwner); myFieldMap.put("Subject","Hello");
Google Analytics GA4 - Historical Data?
I am trying to build reports after integration with GA4. The setup seemed simple enough, but event tracking is only going back a couple days per property (30-40 rows each). Has anyone else encountered this, and if so how did you get older data? We've
How to remove Task for closed Deal?
Hi, I found an interesting script in your KB which can close all tasks assigned to a Deal. https://www.zoho.com/crm/resources/tips/auto-close-tasks-based-on-deal-stages.html I changed it to remove the tasks instead of close them but it doesn't work. There
Spotlight series #18- Present data graphically with charts
Hello everyone, This month's spotlight is on charts. Data storytelling is an effective way to present information to your audience. The three major components of data story telling are data, narratives, and visuals. While all three depend on the story
Upcoming Webinar - Ensure Secure Customer Service Operations and Compliance with Regulations
Hello all, Hope this message finds you well. A friendly reminder for our upcoming third session in the webinar series. Webinar Topic: Ensure Secure Customer Service Operations and Compliance with Regulations. Date & Time (PDT): November 1, 2023, at 11:00
Can a custom date field be updated with today's date when "Send" is clicked on in Zoho Invoice.
Can a custom date field be updated with today's date when "Send" is clicked on in Zoho Invoice. Or could there be a validation rule that checks for the custom field for today's date when "Send" is clicked stopping the action from happening and displaying
View uploaded File in browser not as download
Hi all, I have an application where multiple PDFs are uploaded. In the reports, when we click on them we are automatically asked to save the PDFs instead of viewing them in browser in a new window. Is there a way to change this so the files don't have to be downloaded?
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
i have this problem i can't send any message or letter use all our email in company.
Spamhaus blocking emails being sent out to some providers
I seem to be having an issue with spamhaus blocking emails being sent out to certain providers. cxr-ibgw-6009a.stratus.cloudmark.com cmsmtp Connection Rejected - see http://www.spamhaus.org/query/ip/165.173.191.15 AUP#IPBL00001 can this please get resolved
OAUTH_SCOPE_MISMATCH, invalid oauth scope to access this URL
I have read similar topics, but still didn't succeed. - A java client using com.zoho.crm, zohocrmsdk-2-1, 2.0.0 dependency - A self client is used with scope of "ZohoCRM.modules.ALL" - Grant token from var token = new OAuthToken.Builder() .clientID(clientId
Multiple Criteria in a variable
Hello, I am looking to create a variable that searches on 2 criteria, <Target_School == "Yes"> and <Received_Tickets == "No">. I cando a single variable, but not multiple. Is there a way to do this, or do I have to do it a different way?
crm-creator integration fields
hi all i have a project combining crm and creator with several integration/lookup fields. it was very simple to add this fields on creator but i didn't find a way to do it on crm (that means to point from a crm module field to creator form records). from
Possibility of adding "Total" column to Analytics Bar Chart
Look at the image below. What our executive team is looking for is a total count of the certain columns added up. Is this even a possibility? I am aware that a stacked bar chart accomplishes this, however, that is not the format that the executive team
【開催報告】顧客体験向上のためのZoho 活用術｜ユーザー交流会 東京 2023 vol.3
皆さま、こんにちは。コミュニティチームの中野です。 10/27（金）にハイブリッド形式にてユーザー交流会（Meetup）を開催しました。 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、ご参加できなかった皆さまもご確認ください。 今月の開催回のテーマは「顧客体験向上のためのZoho 活用術」ということで、MIGACT 濵田 規史さんによるZoho CRM / Zoho Survey / Zoho SalesIQ のユーザー事例セッションのほか、弊社マーケティング部河田によるZoho
Server denied POP3 access for the given username and password. Server returned error: "Authentication failed" on Gmail
Trying to add Zoho email to Gmail to receive messages and I get this error: Server denied POP3 access for the given username and password. Server returned error: "Authentication failed" I see other support tickets for the same issue but they are very
downgrade zoho one
sir, we want to downgrade zoho one and we want to shift our data to standalone zoho books and zoho inventory. is it possible to do so as our renewal is due now
Issue with creating a chat over an email.
Hello. Hope you guys doing well. I've been unable to create a chat directly from an email. This is a feature that we use on a daily basis at our organization, so the fact that is unavailable right now affects our daily work routine. Hope any of zoho staff/employee
Import secondary email Zoho One
Hi, I need to add a secondary email in Zoho One but massively, I´m trying to export all active users, add secondary email manually and import it again in Zoho One. I assign all fields from the attachement to the user attributes in Zoho One and press next
530 5.5.1 Authentication Required
I use a command line program to send mail via SMTP protocol, and i get the same error message: MAIL FROM failed: '530 5.5.1 Authentication Required.' Should I need extra configuration from the mail or my program wont work? The program is named mailsend.
Send a Test Email
hello could you help me to resolve this problem!? thanks
Featurecast Story 7 - Bots in IM
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 7 - Bots in IM Build meaningful customer support experiences It's time to take your chat-bots to the next level! Did you know you can seamlessly integrate popular Instant Messaging applications
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