Add Subform Row Into Existing Main Form
Hi, I have a main form A with subform AA. I want to add data from main form B to existing main form A subrows. How can I achieve this using deluge scripts? The current example I see is adding subrow in new main form record, but how do I add to existing
Apple Contacts Sync
Greetings from Brazil! Is there a way to sync Apple contacts and Zoho CRM contacts? Or, at least, a simple way you know to import all contacts very often with duplicating them? Thanks a lot!! Denis
Ledger account downloaded from Zoho but unable to find out the description for expenses transactions
We downloaded ICICI Bank book from Zoho Books through General ledger option. We are unable to show the narration/description in all expenses transactions. I spoke to customer care people and they said this feature is not available. They noted my request
Deletion of email attachements in crm
Just seeing if there is a work around for this problem or if others have experienced it ? We send out single email repsonses to contacts and attach a couple of documents to each email. i want to keep a record of the email going out , preferably the email itself ( no need for the attachments to be stored ) within the contacts record. It seems that the attachments count towards our storage total. It is the same attachment in hundreds of emails and pushes our storage over its limit. I have no need
Migrate from hosted cpanel to Zoho Mail
I'm having trouble migrating my e-mails into Zoho Mail. Previously I had a web hosting account with a 3rd party which allowed me to host multiple sites. One of these sites was the domain I'm now using with Zoho Mail but it never had a website, just mailboxes
Send From Alias in Apple Mail
So I created my primary account me@mydomain.com and I added an alias to it admin@mydomain.com. I imported e-mails from both addresses from my existing provider and then created a filter to move all e-mails sent to admin@mydomain.com to a separate folder.
Keep Zoho CRM account names in sync with Zoho Project Client Names
After a Zoho CRM account has been imported into Zoho Projects it would be great for it to stay in sync when the account name changes in Zoho CRM.
Seeing multiple Zoho Accounts in one mailbox
I have taken free email plan from Zoho and created 2 mail accounts in control panel. I want to see both the mail accounts in single Zoho mailbox to avoid logging out and logging in. In settings I see the option to add POP3 account but not Zoho account.
looking for a new/existing Feature
We're looking for a new feature for the candidate quick view details API module so that we can integrate it into our application. We aim to verify and see the start and end dates of candidates' past and present employment at different companies, as found
My soho account is block
Good Day, My zoho account is blocked no outgoing email, my email address is jbernardino@npcac.com.ph
Debug Info statements replace newlines with spaces
The info statements in Zoho Deluge can be helpful for debugging. However, they convert newlines to spaces before being posted. In my case, I had some old records with a field that was accidentally multi-valued. I wanted to get the last instance of the
Email outgoing blocked 554 5.1.8
As mentioned in the title, I can't send emails for email accounts related to DynamikNames.com. Kindly unblock it.
ERROR_CODE :554, ERROR_CODE : 5.1.8 Sender Address Blocked
ERROR_CODE :554, ERROR_CODE : 5.1.8 Sender Address Blocked Is there anyway to fix this from my side & from your side ? This happened a few days ago for our main E-mail account associated to my account & you can check that I have been used Zoho for 3 months and more without problem The E-mail account shows blocked & can't be removed I'm using Debian with Postfix mail server Regards
Add the ability to sort by "Last Login" in Zoho One > Directory > Users
Add the ability to sort by "Last Login" in Zoho One > Directory > Users It helps review user lists by seeing when they last logged in.
Slash Command to Show Deals
In today's Zoho-sponsored webinar, Zoho showed a slash command /crm to present a least of Deals and then somehow post a Note to the selected Deal. Zoho, can you please share the code for this execution handler? Thank you!
filtering by dates
Why does the date filter doesnt work... i am trying to get customer birth dates for current months and i am not able to
Table borders inconsistent and disappear when exporting from Zoho Writer to PDF
My Table borders are inconsistent and disappear when exporting from Zoho Writer to PDF. When zooming in and out on the pdf it changes the thickness of lines and different ones disappear. Has anyone been able to solve this problem?
Cash Flow Report
Hi, I'm trying to make a Cash Flow Report in Zoho Analytics like the screenshot attached. I would like to know if it's possible to get the "Closing Balance" from previous month as "Net Opening Balance" in the next month. Any idea? Workaround? Thanks in
Anyone else getting "Sorry, refresh operation of the underlying query table was aborted....." error in Zoho Analytics
Full error: Sorry, refresh operation of the underlying query table was aborted, as processing time exceeded the allowed time limit. Please try after some time. Contact support, if the issue persists
Analytics Aggregate Formula
I have been trying to write an Aggregate formula to Sum a column based on certain criteria and then multiply that number by 10%. The data table is called - "Deals (Zoho CRM)" The column name is - "Amount" The conditions for the Sum are - -"Stage isn't
Not able to attach documents to emails
Submitting a ticket to zoho help is also not working.
How to Sort Job List on the Career Page
Hi I am trying to see how I can sort the job lists on the career page and am trying to follow these directions but I don't see an 'Edit Publish Fields' option. How do I do this? Ideally I'd like to be able to display jobs based on the 'Department' or by 'Location'. We have a Standard subscription, if that makes a difference Thanks
Error Performing Transition Via API
Hello, I have a custom function in Zoho Desk that will transition tickets. The function was working great until I made two of the transitions common. I am able to transition it from the Original state via the function, but not from the newly added common
【Zoho CRM】重複データの検索と統合機能に関するアップデート：検索条件に使用する項目の編集など
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回は、重複データの検索と統合機能に関するアップデート情報を紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】重複データの検索と統合機能に関するアップデートのお知らせ
How to refresh mail in zoho webmail
Hi, I'm using Zoho webmail and it's working fine for me, except we I got mail, my phone beeps right away and than I have to wait couple more minutes (even 5 or more sometimes) to see new email in webmail. Is there any way to refresh my inbox in webmail or I have to reload the whole page? Thanks for your help. Wish you all good in 2017! BR, Andrej
How to get a picklist value and copy it to other module picklist?
Hi, I'm new in Zoho function. Could you help me with the function? I would like to get a picklist value from Account module and copy it to the same picklist in Deals module. The field is named Customer in both modules. What can be important, the picklist
Client scripts permissions for end users
Hi, I developed a client script to validate data entry. Everything is fine with my account (I am super-admin), I can manage and see the script in action. When I insert data in some fields, it correctly shows me some validation messages. On the contrary,
Zoho campaigns
Buen día. Tengo dudas acerca de zoho campaings. Quiero comprar el paquete anual estandar pero no se a que se refiere con "500 contactos". Tambien me interesa una guía o documentación de como utilizar la aplicación
Apply Overpayment by One Customer to Underpayment for Another Customer
One of my customers, customerA, included in their payment an amount that they are paying on behalf of another customer, customerB. Two be specific, both customerA and customerB ordered two items costing $150 and $25, totaling $175 for each customer. Both
Can I create a sum formula?
Good Afternoon, I'm trying to create the following a pricing formula: Field A is 100.00 Formula is: Field A * .50 = Field B Field A * .60 = Field C Field A * .25 = Field D In looking at the formula codes available, I don't see a SUM or anything else that
Answer chats in CRM?
Is there a way to integrate with CRM so that live chats popup inside the CRM? Basically I don't want my users to have to keep salesiq.zoho.com and crm.zoho.com tabs open all the time. Would be nice to just answer the chat inside CRM.
Ticket
I can't find from where I create ticket in zoho creator please give us a proper tutorial on this if you can.
Solution to circumvent API Limit
I have a report (1) for which I make 1 API call to get 200 records. Each record is connected via lookup (2_id) to another report (2). Now I want to get some fields from report 2 for each record in report 1. (without adding every field as a lookup) I tried
default font in email templates
How do we change the default font in the email templates in Bigin? Probably right in front of me but... Thanks!
Add new subscriber to many topics
Hi, I created a form to put on our website. I have 4 topics set up in z Campaigns. How can I make the subscriber to be added by default to the 4 topics? The best I could find is to add "Multiple Topic Selection" field, but the problem is it's not checked
Error PATTERN_NOT_MATCHED when making POSTand PUT request
Hello, An hour ago I could still add or edit events in my calendar, but now suddenly I can't. It is not the access token because I always renew it and it still works for a GET request. I always get the error: PATTERN_NOT_MATCHED Someone who can help
Zoho Social Calendar
Hello, Can I access the zoho social monthly calendar on my phone app? I can't seem to access it there. I can only access it on my desktop. This is frustrating since I can't see the order of scheduled posts on my phone when I'm not at my desktop.
Upon import can I skip existing contacts based on my own custom ID instead of the pre-defined Contact ID assigned by Zoho?
I am importing 2 CSV files and need to modify or skip existing contacts based on a parameter we assign at the point of sale. 1. First import will add the contact's contact info including the unique ID assigned at the time of sale 'Site ID' 2. Second import
Blocking IP Addresses from Website
Hi I want to be able to block IP addresses/domains from visiting our website that we have on Zoho Sites, is there a way to do this? Thanks Bill
Is it possible to pass the labels of my contacts in zoho campaigns to my contacts in zoho CRM without having to perform an export and then an import?
I currently have a connection to Zoho CRM and Zoho campaigns, and I carry out automated campaigns, for which I create labels, how can I view these labels in my CRM for my sales team?
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