Account number field - Search functionality and input criteria
Hi, I am having a few issues with the default Account Number field in CRM and need help: 1) The Account Number field will not allow alpha numeric account numbers. All of our customers account numbers begin with a letter and we need to be able to enter this into CRM 2) The Account Number field is not searchable. When I search an account number it returns no result. 3) If I create a custom field for the customers account number it will allow me to make it alpha numeric but still won't return
Sync with Zoho CRM Not Working
For over 5 hours now the sync with Zoho CRM has not been work - it just remains stuck in 'Sync in Progress'. There is no way to stop or restart the sync. Have verified this is an issue in multiple accounts. Reported the problem hours ago but no response
Zoho Assist Installer wants proxy settings
When I try to install Assist at some customer sites, the installed asks for proxy settings where none is in use. If I close the dialog without entering anything, it throws this error message: "Configuring unattended access failed due to the following reason : The request could not be processed by the server due to invalid syntax." These computers all have a direct internet connection and don't use a proxy at all. There's no VPN in use either. Is there a way to tell this to the installer? Thanks.
Seeking click-to-call solution for Zoho CRM (in Chrome) when I use my Android phone and Bluetooth ear buds
Greetings, I am a solopreneur that does a lot of follow-up calls. I use Zoho CRM on my Windows 11 laptop. When making multiple calls, I like to keep my hands free as much as possible so I can update Notes etc. Up until a few months ago, I was able to
Alert Message problem on Reports
I see this message when I try to: Filter with the range or dropdown items Enter a value in the search query Try to press reset button on the right Is zoho analytics facing any problems at the moment?
Detecting Connection timeout
Hi everyone! I'm using ZDK.Apps.CRM.Connections.invoke() to call a connection, how can I tell programmatically if there's a timeout? I've tried using try-catch but it looks like no exception is thrown...?
Navigation URL page refresh keeping search criteria
I have a user who has a report that has manually entered search criteria. This user then launches a dialog box to edit one of the records, via zc_LoadIn=dialog. On Submitted the edit the page currently closes the dialog and refreshes the page but on doing
Your Outgoing has been blocked and you will be unable to send emails. - Spam being sent out!!! HELP!
I keep getting spam to my other email attached to my Zoho one and I get the above message. Can you please help!
Can't send to Yahoo addresses
Over the last few days we can't send emails to Yahoo addresses , they are returned with with error messages like these: ResponseCode 421, 4.7.0 [TSS04] Messages from 135.84.80.194 temporarily deferred due to user complaints - 4.16.55.1; see https://help.yahoo.com/kb/postmaster/SLN3434.html ERROR_CODE :553, ERROR_CODE :5.7.2 [TSS09] All messages from 136.143.188.53 will be permanently deferred; Retrying will NOT succeed. See https://help.yahoo.com/kb/postmaster/SLN3436.html It looks like Zoho's IP
I cannot see my active LinkedIn forms in Zoho social
I have created new LinkeedIn Ad forms but I cannot see them under Zoho social. How long does it take for them to appear? Or should it be immediate? All the integration is correct and I see forms created until May, but not the new ones although they are
Big Issue with Fields Remaining
We've recently switched to zoho sign and we've been getting a lot of customer complaints or issues. The biggest one right now is: if I leave required fields blank and try to click finish, it pops up with the red box but it takes me back to the last field
Este domínio já está associado a esta conta...
Fiz o meu cadastro no ZOHO e ao adicionar o meu domínio, aparece a mensagem: "Este domínio já esta associado a esta conta". Como faço para resolver isso?
Chase bank feeds - STILL BROKEN
This is a couple days short of a month. Of course, Zoho blames Yodelee, who blames Chase... It's a sign that in fact, Zoho doesn't really care. There are other bank feeds available (Plaid, for example), and not having a Plan B for the customers of Books
Font size on button
How do I( alter the font size of a label on a button? Adding the button is easy. But if I right click, and select Edit Label, I can only edit the text, nothing else. So I get Arial 10pt, black text, no other options. Like Henry Ford reincarnated: "You
Linking Instagram Accounts to brands in Sales IQ
Hi, I'm trying to Link 4 instagram pages on my sales iq (i have four different brands). the problem is that, when i connect my instagram accoun to my page, none of my IG accounts are showing up on my SalesIQ account. i'm following this guide: https://help.zoho.com/portal/en/kb/salesiq-2-0/for-administrators/channels/articles/integrating-instagram-channel-with-salesiq#How_to_integrate_Instagram_account_with_SalesIQ
Out of Hours salesIQ option
Where can I find code for a plug to give customer the Option to close chat bot if out of hours
Allow Sales IQ Email Chat Transcripts To Be White Labelled / Customised
Hi There ISSUE: - If you are using Zohbot and have various Q and A type of flows > mapping to fields in leads/CRM via API > when Zohbot flow finishes > SalesIQ sends an email as "SALES IQ CHAT TRANSCRIPT" REQUIREMENT: Allow us to customise this by means
Zoho commerce product import
Is it possible to import products with images in Zoho commerce?
Upgrade Basic to Standar Failed
Hi Admin, my limit Basic until 10.000 an i would like to upgrade to Standar but status after do payment until two time Upgrade Failed
An item is not shown unless it is searched by the first word of its name
An item is not shown unless it is searched by the first word of its name. For example say there are 5 packets of "Pedigree 1kg Adult Chicken and Rice" in inventory. But if I type "1kg" or "Adult" or "Chicken" or "Rice" in the search, no item is show
Customer Specific 'Terms and Conditions' and 'Customer Notes' to Invoices and Estimates
I have clients for whom I need different 'Terms and Conditions' and 'Customer Notes' to appear on the Invoice and Estimates. Right now I am having to keep these in a notepad document and paste them in for each invoice and estimate that needs a change.
How to bill by Milestone
We have projects that have many milestones/deliverables. We bill on the 1st of every month. We'd like to be able to invoice the customer for Completed Milestone/deliverable Time that's been done on the various milestones How does one accomplish
External sharing - Word of the day #19
External sharing allows you to share your manuals with users outside your organization. With Zoho Learn's external sharing, you can create a public URL for your manuals to allow access for users who are not part of your hub. You can also set a password
"Account is Inactive" - please help!
My email address - staceycole@zoho.com - was working perfectly until a couple of hours ago. Then all of a sudden I couldn't connect to IMAP and couldn't log in to the site. The error message is that my "Account is Inactive". I have no idea why it would be considered inactive as it is my primary personal email account and is used extensively every single day. I couldn't even log in the the support forum with an inactive account. I have created this new account just to get access to the support forums
Zoho CRM: Timezones and Users API
Hello Everyone! As you all know, we have the provision to set a user's time zone in Zoho CRM. Currently, we are displaying all the time zones (both new and old) that add up to roughly 700 time zones. For instance, we have both (GMT 5:30) India Standard Time (Asia/Calcutta) as well as (GMT 5:30) India Standard Time (Asia/Kolkata) on the list. We are trimming down the list of time zones to around 500 valid time zones. For instance, we will have only (GMT 5:30) India Standard Time (Asia/Kolkata) on
Tables as options in Pivot Table not showing lookup queries
I creates 3 query tables (Sales, Items, Customers) and setup lookup fields as follows Sales.CustCode > Customers.Custcode Sales.ItemCode > Items.ItemCode The model diagram below demonstrates the relationships I amm trying to create a pivot table from
Synchronize number of e-mails sent to a lead within CRM
Hi, We've set up the IMAP configuration within Zoho CRM to make e-mails sent to leads accessible for other colleagues. However, we want to measure how many e-mails are sent to each lead and create a dashboard in Zoho Analytics. Is it possible to synchronize
How to make round robin pattern using Deluge?
I want to change lead owner to another user when Lead Status is updated. as far as I know, I can’t use Assignment rules if the record has already created. so I think I will use custom function (Deluge) that can be triggered in Workflow rules. but the
Accounting on the Go Series-3: Effortless Accounting with iOS Lock Screen Widgets and Live Activity tracker
Welcome back to the “Accounting On-the-Go” series. In our previous discussions, we explored how Home screen widgets can empower you with assistive accounting dashboards, putting all essential tools at your fingertips. Now, we're excited to introduce Lock
PGP support
Hi, at https://help.zoho.com/portal/en/community/topic/pgp-smime-support and https://help.zoho.com/portal/en/community/topic/pgp-in-mail requests have been posted previously to support PGP(SMIME) in Zoho mail. As existing threads are two respectively
PGP/SMIME support
Hello. Are you planning to add a PGP/SMIME support to Zoho Mail? It's a very important feature for corporate users. Thank you.
PGP in mail
Is it possible to sign mail messages with PGP? I would like to use thawte Personal E-mail Certificate. How to do it? Thks Carlos Dias
When will PGP be available?
So far the answers of the staff have been "it is being worked on" or " will be available in upcoming product updates" but no specific date or time has been made public. "upcoming" can mean anything from 1 month to 20 years to be honest. PGP is well established
gnuPG / openPGP support needed !
Hello, when you turn on gnuPG / openPGP as it does some post-mail clients (apps) like e.g. KMail ? It's a need to be able to use - sign & to verify a signed mail. Please, make this feature on soon. Thank you very much in advance. My public GnuPG key's
Automatically send emails to the customers via Facebook Messenger, WhatsApp, and SMS
when I select all the orders and set them to 'Sammelbox' createtetd status, it should automatically send emails to the customers via Facebook Messenger, WhatsApp, and SMS. A reminder should be sent via Messenger and email after 2 days. 6. When an order
Workdrive Genie keeps asking persmission when opening file
Hello, We could install and test workdrive Genie. It seems to work fine except we have a oauth autorize screen called for each different file opened. It's cumbersome to have a new authorization process for each file. Is there a way to authorize all files
Inventory - "Last Modified By" Field from Fetch Package Not Available
When the Zoho Inventory action of Fetch Package is used in Flow, part of the response is the field "last_modified_by_id". This field is shown when looking at the output of the action in the task history. Unfortunately, this field is not available for
Workflow not triggering
Hi I've got a workflow set up to fire an email notification when the accounts submitted field is updated via an API. The workflow only seems to trigger when the date is manually changed but won't do it when the API updates the date? Any suggestions?
Why does the Client and Vendors modules do not have Validation Rules?
I understand that validation rules are pretty important for companies which want to be certain operations are conducted in a proper way. It is a great addition to Zoho finance apps. But I just can not understand why this option is offered in some modules
Sale Order 2 Printer
When I make new Sale Order and when I add a product and click the 'Speichern als Entwurf' button, it should perform two functions: a. It should print the customer's name and date on one printer. b. On a second printer, it should print labels with the
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