Pause All Imports
Is there a way to easily pause all imports into a workspace? Like a toggle off switch? Thanks
About put()
If the value of Key is a dictionary type and I do a put to map, why does it work whether the value is a Key or a Value, even though the value should be the correct dictionary type?
Automate email to client after appointment is scheduled
Hi, I'm wanting to be able to automate a quick email to a contact once we have scheduled an appointment or job with them in our calendar. is this possible? Im very new to Zoho. Thanks
Creator Pages : URL actions in panel using parameters
Is there anyway to set the URL action of a panel to include a page parameter ? I have a parameter of "Sector" so how could I get the following URL to work : https://MYSITE.zohocreatorportal.eu/#Report:all_carbon?sector=Sector I've tried sector=input.sector
Account block information
Account block information Your account info@hibiscus-land.com has been blocked due to security reasons. Click here to read about our usage policy. Blocks list Web block: Suspicious login activity. Mail Outgoing block: Suspicious login activity. IMAP block:
Account block information
Account block information Your account info@hibiscus-land.com has been blocked due to security reasons. Click here to read about our usage policy. Blocks list Web block: Suspicious login activity. Mail Outgoing block: Suspicious login activity. IMAP block:
Automate Quote with information off a zoho sheet?
Hello curious if It is possible to create a function that can automate a quote or invoice for me from a template I have in zoho sheet? I have a client that will need several quotes so seeing if I can automate it with a template.
Selling COURSES and MEMBERSHIPS using Zoho products.
Hi guys, Courses and Memberships using ZOHO products. Has anyone been able to make this work? I want to know if anyone has found a combination that works for them. I am a course creator, I also sell ebooks and other related info products. I have been trying to create a course site with membership options for a while. TWO BIG challenges. Stripe and Paypal are not available in my country. This challenge alone rules out most hosted platforms like Thinkific. Payment gateways available in my country are:
CANNOT SIGN IN/SYNC
I'm on a Macbook Pro but for some reason, my acc got signed out from my Notebook app, and couldn't get even to the login page no matter how many times I try. Works fine on Chrome, but it's such a hassle that it wouldn't sign in on the app... It would
I want to cancel subscription and refund
Hi, First of all your softeware suit is complex and is not designed for new comers. I generally didn't like Zoho people and we switch to a different app. Please cancel subscription and refund. I wonder why canceling a subscription shouldn't be self
Any reason why the CRM Integration does not include the system default Cases Module?
It seems Forms offer integration to every module BUT the one I need! I know the cases module is very limited within the CRM and Zoho prefer we use desk or a custom module but are there any plans to add the cases module to the Zoho forms CRM integration?
What's new in Exchange ActiveSync 14.1 and Zoho Mail?
Hello Community, We have an important announcement regarding the Exchange ActiveSync version 14.1 update, as well as Zoho Mail's features and functionality support. Let's get started! Mail We have made enhancements in the Smart Forward and Smart Reply
Is there a way to send a follow up email from Zoho Desk 2 weeks after ticket has been closed?
Title
Emails are not sending from Zoho Desk
Emails stuck outgoing, 30+ minutes and still nothing. Nothing is wrong with our Exchange server, it is just when emails are sent through Zoho Desk: {"response":{"error":{"code":7009,"message":"No data available"},"uri":"/mail/SupportAPI"}}
My Area Default
Currently by default, when an user signs in the tickets are shown based on the All Departments, "My Tickets", Open, Priority, and All Channel. I have a user that would like for the "My Tickets" section default to "Team Tickets". Can the defaults of the
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Get URL of image uploaded in image field
After several hours I decided to write this topic... I have tried several methods to make it work, but none of them solved the problem... I need to get the URL of an image uploaded in an image field called: "tempImage". I need to retrieve this data in
Outlook 365 Mac - New Outlook - Imap not supported
My Outlook 365 on Mac is pressuring me to switch to "new outlook" but this new client doesn't support IMAP protocol. When it tries to switch to it I get the following error: Is there some other way to connect to my zoho account that is not via IMAP/POP?
Problem Receiving facebook email
Hi, for some reason, my inbox stopped receiving email from this domain (support.facebook.com), (facebook.com) and (fb.com). I can received emails from these domains before for months without any problem. I've tried to include the domain in Trusted List
IMAP SMTP server says incorrect user name or password?
My incoming user name and password are being accepted but my outgoing smtp server returns an error saying "verify username or password" I am using Apple Mail in OS X 10.8, account username is the same as the incoming so I am sure details have been entered correctly : smtp.zoho.com port 465 Any ideas why I cannot send? Seems to work fine on my iPhone with the same details. Jason
Zoho Mail not working on Chrome?
Hi guys, This is happening on Chrome now: mail.zoho.com normally uses encryption to protect your information. When Google Chrome tried to connect to mail.zoho.com this time, the website sent back unusual and incorrect credentials. This may happen when
I want to unlink my zoho one account in marketing PLUS
Hello, I currently have a zoho one subscription with all the zoho apps. I was doing well I used zoho campaigning, zoho social, pagesense all the apps at the marketing level, my mistake was linking it to marketing plus thinking that it was going to unify
Wordpress/Woocommerce - Zoho does not receive emails - SOLVED
Hello, like other users in the past years I've faced the situation in which my new zoho business email receive email from any address but does not receive email from Wordpress (contact form) and Woocommerce (transactional emails). My problem was communicated to Zoho via email in September 6th following up a previous email 'cause after more than 48 hours there were no answers from Zoho support. An answered arrived from Arun Vignesh in September 7th but it was completely ignoring my problem about
Syntax to get Value from a standalone function
My function returns a Map(); How do get fetch the Value from the reponse? var response = ZDK.Apps.CRM.Functions.execute("get_estimated_lead_time_from_design", {"design_id": active_design_id});
Zoho Calendar - Imposible filtrar meetings o añadir tags
Buenos días, estoy semanas rompiendome la cabeza para ver de que forma soluciono un proceso en el cual el area manager puede visualizar los meetings de los usuarios y en base a un estado de un nuevo meeting o unas caracteristicas, pueda asignar dicho
AutoPopulate Contact Name In Deal
Hello Client Script to AutoPopulate Contact Name from Account to Deal Client Script:- var Account_ID = value.id; var contactname = ZDK.Page.getField('Contact_Name'); var related_records = ZDK.Apps.CRM.Accounts.fetchRelatedRecords(Account_ID, "Contacts");
Change Candidate Status Forms to Recruit
Hi, There is a field in the integrations page of Zoho Forms to Zoho Recruit that says 'Candidate Status' I have mapped this to a field in Zoho Forms, when a form is submitted it updates all the fields except the 'Candidate Status' field. Why is that? Evan
Sending JD along with Offer as attachment
If i want to attach the JD along with the final offer, while sending it to the candidate. Is there a way to ensure that the candidate signs and acknowledges the JD also along with the main offer letter?
Adding a Macro Button
I've just discovered Macros and they are pretty cool. I've set up a Quote Request module and a Macro to automatically send a quote request to the Supplier email. Does anyone know how to change the Email button to a Run Macro button?
Creating a Quote Request Form/Email
I want to be able to sent Quote Requests from pre-listed Scope of Works I have in a module. Ideally I want to use forms, but I get set it up so it emails the selected supplier. And you can only add 1 CRM lookup, which is the SoWs module. So it can't look
Where to create lead follow-up reminders?
In Zoho CRM, where do I set how frequently to check in with leads? (In Cloze, Salesforce or Nimble it's obvious, but I can't find it here.) Or should I set a custom field with a formula? But then how to set the reminder based on that? Thanks!
books email automation - how to send to the email that received the estimate? "Contact email" is the primary contact, and this is not the same ...
Hello, I ve made a reminder via workflow that an email will be sent to the customer 3 days before the offer expires. you can only select "Contact Email" in "Email Recipients*". This contact seems to be the entry marked as "primary contact" in books. With
Does anyone have field defintions for importing to Zoho Books?
Moving from QuickBooks Desktop I'm trying to go through the import process and getting information from support is like extracting teeth from a hen! I have many years of experience in parsing data but it is of no use unless I know the acceptable values
Filter "Sent email status" report by Business Unit
Hello, we use Zoho CRM to manage leads and customer for our 2 business units. My question is: is there a way to filter the "Sent email status" report (CRM > Reports > Email Reports > Sent Email Status) by a field (i.e. "Business Unit")? Thank you
Related function custom module Lookup field and Lead module.
Hi, I am linking a Lookup item called prospect in a module called Sample_Request (API=sample_req) from Leads. I have created a button in Sample_Request to create a new Lead and use this button to create a new Lead. This button allows a new Lead to be
Zoho Books API Integration - Vendor Balance Addition and Fee Deduction through QR Code Scanning
Our company intends to add a specific balance to the vendors registered in Zoho Books. Initially, we would like to set this balance amount as an example of $2000. We plan to accomplish this task using the Zoho Books API. Additionally, when we scan the
Create CRM Task When Invoice Marked as Paid
Is this possible, reason I ask is that any task created in Books is a Books task and doesn't display in Task List in CRM and I want all my tasks in one place and don't want to have to look in two separate places for my tasks I assume this would need to
Setting Visibility for Macro Rules
Hello everyone, We have an exciting enhancement in macro rules that will allow agents to view only those rules that are relevant to their daily activities. Macros is a way to automate a set of actions that are performed on tickets regularly to save time,
How to check for duplicate values
Hi, I have a list of values in a column. And I keep adding more values to the column. I want to check and highlight the cells with duplicate values. How can I achieve this? I tried with conditional formatting, but there was no such option for duplicates. Kalpa Pathum Welivitigoda http://about.me/callkalpa
Automatic Conversion from Accepted Estimate/Quote to Draft Multiple (Based on Vendors) Purchase Orders
I have an estimate in Books that has been accepted. Is there a way to: Convert to a series of Draft Purchase Orders (for each of the Vendors\Suppliers) Ready for approval (or modification) Associated back to the Original Quote Number Automatically from
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