Meeting Notes & Minutes
When I am hosting a meeting, I would like to be able to associate meeting minutes or notes to the meeting. These notes should be accessible from the My Meetings dashboard so that I can review previous meetings easily, and other should be able to review them as well so that action notes based on the meeting can be followed up on. -- Max myprimer.ca
Date time field manipulation in custom Deluge function
Hello, I'm having trouble manipulating the date-time field in a custom function. I want to do a seemingly simple thing like add minutes to a date-time value but it keeps returning unexpected results. Even basic date-time functions like getTime() don't seem to be working as expected. When I do info on the date-time field "2020-09-15T14:00:00+10:00". However, when I use getTime(24) on this it returns "00:00". Why? According to the documentation this is not meant to happen, it should return 24 hour
Power Dialer / Predictive Dialer
Is there any plan to facilitate automatic dialing to a list of leads or clients in Zoho CRM?
Rename "I'm Interested" Button
When viewing a job opening on the careers page, there is an "I'm Interested" button on the right hand side. We would like to change the text to read "Apply Now" instead. Is this option customiseable and if so, how?
COQL limit for Aggregate functions
By The Grace of G-D. Hi, How are you? When you call the COQL API for aggregate data like SUM of Field1, Does the limit Clause have any effect? If I'll set a limit of 200 (for example) will it only aggregate 200 records?
Is Forms the best way to streamline Contact & Deal Creation?
Hi, We are a life insurance broker. Currently, we have a PDF intake form that we use to gather necessary client information during a phone interview. From there, we manually enter the information to update the client's Contact and to create a Deal for
Converting course percentage to grade in subform
I am struggling to get this right and not sure if it is possible and what workaround there might be. I need to have my percentages converted to a letter grade in the grade awarded column in my subform. The conversion is as follows: 98 – 100% A* 96 – 97.9%
Connect in-app documentation is missing
Salesforce Integration: Required Field
I am trying to integrate a form to the Program Engagement record in NPSP. The integration is working when mapped to another custom object, but when I try to map it to the program engagement, it says that the program is required. The Program field is on
How to set up receiving notifications when someone will fill pot the form
Hello, I am trying to set up a notification so I will receive an email each time someone fills out the form. I have tested it in Settings ->Notyfication -> Email. I have put my email as a receiver. I have filled out my form to test it however, it does
Passing a parameter from a URL to a Form in a page
Hi, I can see you can easily pass a parameter from a URL to a form, simply by putting: xxxxxx/?Field_Name=Value I have tested this and it works passing a parameter to a form. I have created a Page, and embedded the Form within that page. The page has
Ready for a Meet up? Coz ZUG is back! Zoho User Group - US 2023
Picture yourself in a dynamic environment buzzing with the energy of like-minded individuals who share your passion for harnessing the power of Zoho. Our ZUG meetup is not just an event; it's a gate way to a realm of possibilities. It's where you can
Tip of the week 02 - The art of 'seeing' your leads
What's the last page that your lead visited before signing up for your brand? What was the page that first convinced your lead to explore more about you? Where are your leads coming in from? Well, these are some perennial questions today's marketers live upon. And, knowing the answers to these questions is crucial, considering the vitality of leads in every business. In the journey of finding lead opportunities, it's important to understand that every detail about a lead is useful. While the channels
Deactivate old contacts (without deleting)
Hello there, under this post I asked if there is a possibility to deactivate contacts.I received the answer that currently there is no possibility at all. So now I would like to share this idea with you. If contacts leave the company, or are no longer
Customize Article Titles
Is it possible to customize the style of an article title? Right now, it just a default black color and a default font. I was wondering if it would be possible to customize the style of the article title in order to change the font and color. I have been
How to create a new sales order from deluge?
I have a creator app that creates a new sales order. For the line items, I'm specifying the product Id, quantity, rate, description, and the item total in the following code. subformRows = List(); subform = Map(); subform.put("product_id", "2728329000000450184");
I have sent an email campaign according to all the terms and conditions, but still my email goes into the spam floder for many of my clients why so?
I make a complete email campaign according to require of all the terms and conditions and sent to my registed customers but when i test it. it comes into the spam floder why so? please explain. thank you govind soni
Email Deliverability Tip #3: Seal the deal with the preheader
In the last post, we learned about the subject line. Today we'll be learning about the preheader. A preheader is the short text that follows the subject line in an email. The preheader is designed to hint at what your email message is all about. A good preheader should act as a second subject line and convince your contacts to open the email. Now, let's learn the best way to craft a preheader. Your subject line and preheader should work together and accurately convey the gist of your email. Keep
Error 554 5.1.8
Hi I'm unable to send emails and it is giving me an error 554 5.1.8 please help
Outbox blocked
I use zoho's email all the time. I just sent 2 emails from my cellphone and it was blocked telling that I might be spanning people!!! Can a live agent contact me to solve this problem?
All Zoho Mail accounts blocked, error code 554 5.1.8
Dear Zoho Mail Support, I am writing to you today because all of my Zoho Mail accounts have been blocked and I am unable to send emails. I have been using these accounts for 1 years and have never had any problems with them before. I tried to send an
OAUTH_SCOPE_MISMATCH error when trying to use getRecords
Hi team, I'm trying to use getRecords method, but always getting OAUTH_SCOPE_MISMATCH. I tried different scopes when creating Grant token in Self Client. Here are my steps: 1. Added Self Client in https://api-console.zoho.com/ and tried the following
option for emails Alerts on mobile app for received and tracking emails sent to contacts
Hi why is there no option to view the alerts on the mobile app Bigin if you receive a new email or if somebody has opened the email that you sent by tracking the email that was sent to contact. I have been looking around and simply did not find this option
Zoho feed created new account
I have 2 accounts, Synovus Checking and Synovus Savings, listed in Zoho. These are connected to Scouts Checking and Scouts Savings at my bank. The feeds were working fine until today. For some reason today, Zoho feeds created a new account in Zoho called
Shared Snippets
Snippets is Zoho Desk are really helpful for quick responses. However Snippets are only specific to each user who creates them. It would be SOOOOO helpful to have shared snippets. So for standard information we can share the snippet answers with the entire
Setting Up Event Listeners and webhooks in ZohoDesk extension
Hi team, I need to create a target email address and set up event listeners to receive external event notifications and data within my ZohoDesk configuration. I recall seeing documentation about generating the webhooks within the extension, but I'm currently
Hitting reply all after an outgoing phone message in Zoho Desk
In Zoho desk when we try to send an email following a outgoing VM, we get a red error message saying "we are unable to process your request". We noticed that the phone number was appearing in the send to fields after an outgoing call and took the extra
Can't read or see images? View this email in a browser
Does anyone know how to remove this phrase or reposition it in the template? >>> Can't read or see images? View this email in a browser" <<< Repositioning it would also be acceptable. Maybe in the footer? I want to remove it or reposition it because it consumes most of the subject line & preview, which is not good. Thanks
Tip#6: Caller ID for iOS CRM app
Sales reps work with and manage numerous business contacts on their phone that at times it can become overwhelming to figure out who is calling. The caller ID feature on iOS enables the sales person with key CRM information before they answer the call.
Custom link in the customer portal in zoho Subscriptions
Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?
Zoho Bookings Setup and Moving from Oncehub
Hello, We have been a long time Oncehub user. We are the financial planning company and have four advisers on our team. Each advisor has their own booking page and on each page we have the ability for individuals to book either virtual meeting or an in
How do trigger a new survey to be sent via trigger or api?
Hello, We would like surveys to be sent out to get customer feedback after they have installed our product. We will need to trigger this from our application in a nightly job so that everything installed on tuesday is sent a survey on wednesday. What
API and custum fields
Hi Support-Team, I want to use the books api to get contacts. We have definded custom fields containing a internal custumer number. How do I have to setup the api call to get the contact using custom field with [api_name] => cf_296579000000046151 and
Commenting and Collaboration
Commenting and collaboration facilitates real-time communication, knowledge sharing, and data quality assurance. They boost decision-making, ensure compliance, engage teams, and support scalability, improving overall organizational performance. Watch
Supress Subscription Confirmation for Trial accounts
How can I supress the Confirmation email that goes out when a new subscription is created for trial accounts?
Zoho Creator Save Drafts or Tricks
Hi, I would like to ask if there's a way to increase the number of saved drafts or is their other way to do like how this drafts do? TIA : )
Kaizen #101 - Q&A Continued
Hello everyone! Welcome back to another week of Kaizen. We are grateful for all the feedback you gave us! We hope the answers in the 100th Kaizen post have been satisfactory. This week, we will answer a few more questions you had for us related to Assignment
I can`t send email to same domain
Hi, I can’t send email to same domain. I check to see if the right settings are done, both intodns.com and mxtoolbox.com say that everything is all right. I receive this message "The MX Records of your domain are not pointed to Zoho. You may not receive
Markdown blockquote with an empty line?
Is there a way to get an empty line in a blockquote? !adslfkjdslkfjdaslaldskjfdlk;sfaj ! !ads;klfjdsa;lkfjdfl;akjs
ZOHO Forms Custom Domain not being detected.
I am trying to set up a custom subdomain for my forms, I have verified it by following the instructions using CNAME. However, ZOHO Forms is not recognizing my domain. My subdomain agreements.mayandco.law is pointing towards forms.cs.zohohost.com which
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