Social media apps unavailable for integration in Zoho Campaigns
I have tried following the instructions given here for integrating Zoho campaigns w/ social media apps. When I follow the steps and open the Apps option under Integrations in Settings, social media accounts such as Twitter, LinkedIn, and Facebook are
SubForms in Canvas
I have a sub-form in a Canvas view. Whenever I want to add or modify it, I have to click Edit and then takes me into the Standard layout view. I don't want this. I just want to edit the sub-form on the Canvas view. Can this be done?
Fatal error how to fix please help me
ERROR_CODE :421, ERROR_CODE :Problem communicating with the recipient server
【Zoho CRM】数式項目に関する仕様変更
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、数式項目に関する仕様変更について紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】数式項目に関する変更のお知らせ ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
Export You can only export a maximum of 5 reports that has more than 2000 rows, in a day
Hi, Is there an option to increase the number of downloads for reports over 2000 rows from 5 times a day to a higher number? error message: You can only export a maximum of 5 reports that has more than 2000 rows, in a day. You can still export reports
Automatically copying information from an Account to a linked Contact
Hi everyone, I am currently automating a few quality-of-life things in our CRM. So far I've been having great success with workflows, but I've encountered an issue that, as far as I can tell, can only be resolved with a custom function and I'm admittedly
Issue with Zoho Analytics API when adding rows using Postman
Dear Zoho Support, I have been encountering an issue while attempting to add rows to a table using the Zoho Analytics API through Postman. My goal is to iterate over all Postman global variables that end with '_Managed_Devices' or '_Managed_Computers',
Zoho Surveyにて、なりすまし回答を防ぐ設定
Zoho Surveyにて、アンケートのなりすまし回答を防ぐ手立てとして、下記のような設定を行いたいのですが、 設定の実現可否とその方法をご教示いただけると幸いでございます。 （もしくは、より良い設定があれば、そちらもご教示いただけると幸いでございます。） ・アンケート回答者1人1人に専用のID/PWを設定（回答者はID/PWを用いてアンケートにアクセス＆回答） ・もしくは、アンケート回答者1人1人に専用のQRコードを発行（回答者は共有されたQRコード以外からはアンケートにアクセスできない）
The expected input type is jsonarray."
CRM says "Invalid input for Product_Details. The expected input type is jsonarray." I have searched the forums and it says that one needs to create a custom funtion. As I am not familiar with JavaScript I need advise her.
Disable "Conversion" Button for Leads unless a specific set of values is provided
Hi Everyone, I am sure you also know the problem of ensuring that only complete and correct data sets are transferred to further status or even further data types (Lead -> Account). What i would thus like to do is the following: Create a validation that links the ability to convert a Lead to a list of must-have fields filled out completely. Example: Due to the inability to have different sets of mandatory fields for different status (via masks) i currently only have a minimum set of mandatory
New Fonts for emails in Zoho CRM, Campaign
hi there, great platform, love it, good work guys! Looking to use the brand fonts for emails, could you please add Avenir Light and Lato in Zoho Campaigns/Zoho CRM mass emails? Cheers Sayi
verification code to the e-mail
Hello, I have a script that sends a verification code to the e-mail to users to log in to the site I tried all the ways to set up the mail on the script, but I didn't find a solution Is there an effective way to do that
Dissociate a payment from invoice
Hi everyone, I am dissociating a payment against the invoice and marking the invoice as void, this is happening manually but I want to achieve this using deluge. I have checked the Book API documentation but there is only I can GET, PUT, and DELETE a
KSA e invoicing template
Not editable format Unnecessary Spaces resulting one invoice on 3 pages can not move logo and QR code
file name of invoice attached to email
Hi, when I send an invoice from within Zoho (or indeed export to pdf) it automatically names the file with just the invoice number. Is there a way to change the name of the file? say for example to use the placeholders for company name etc? What I'd like is for the files to be called 'Matthew Gough Ltd Invoice No. %invoice number%'.pdf or something similar. thanks in advance, Matthew
Zoho mail anonaddy
I am trying to transition to Zoho mail but it seems the alias system anonaddy is not compatible. The alarming part to me is that the missing emails don’t even show up anywhere. I am new to Zoho but I thought they would at least be in the spam folder.
Update contents of one field based off contents of another
Hi community! I'm looking for a way to automatically updated one field (a picklist) based off the text content of another field. E.g. IF "Country" is one of 'China, Japan, Singapore, South Korea' THEN "Region" is 'APAC' IF "Country" is one of 'United
[reports] (Zoho desk) How to retrieve tickets report from analysis section with api calls
Hello, I am developping a powerautomate flux to retrieve the tickets listed in my custom report on zoho desk. This custom report just collect all the tickets with the executed Time (from the Time entry) between a certain date. Example: I want to make
[Live Knowledge Sharing Session] Ask the Experts: All you need to know about Building Relationships in Creator
Hello Everyone, We are immensely happy to be letting you know that we are back with our Live Community Discussion series: 'Ask the Experts'. The topic we will be addressing in this series is 'Building Relationships in Zoho Creator'. We have formulated
comment avoir une version française de l'application hotel management
les différentes rubriques de l'application sont en anglais, pour mon hotel j'ai besoin d'une version traduite en français, comment l'avoir? merci d'avance.
¡Very disappointed with ZOHO COMMERCE!
We are very upset with Zoho Commerce. We have created an application and we are facing a lot of problems to connect Zoho API, in fact the API is incomplete. The login and registration area is impossible to show in our APP. After a month of exchanging
Template Emails Sent from Zoho Mail Servers Instead of Gmail Servers
We use Gmail for Business integration with Zoho CRM so our emails will be sent via Gmail Mail Servers rather than Zoho Mail Servers. Recently we just learned that emails sent from Zoho CRM in which we manually select an email template are now using Zoho
Report > Compare Campaigns - Subject Line of each email should be displayed
Hey So, when doing a compare campaigns analysis, the current UI does not allow for the subject line of the campaigns to be shown. This is the MOST critical factor impacting open rate. Can you please add it? Thanks! John
How to turn off quoting of message in reply?
Hi, Does anyone know if it is possible to turn off the feature where a reply automatically includes the previous message as quoted text? I may have missed something obvious, but I cannot see how to stop this behaviour, which is often not appropriate for the emails I send. Can this feature be turned off, and if so how? Cheers, Scott.
Trigger Alert via workflow / custom function
Hello, it is possible to send an mail alert via deluge? Sure, we can send a alert directly via a workflow rule but there you are limeted to the workflow criteria. We need to check some complex condidtions an so need to use a custom function. But inside
How to add banner to post detail sidebar like yours?
We want to add banners with links like yours, how to do this?
Retainer Invoice need Tax lines in UAE
In UAE we need o give retainer invoices and tax must be mentioned like invoice. How can we do it? OR can we bring Invoices template to Retainer Invoice? Philips
Zoho Desk Mail Template CC
How to add cc users in the zoho desk mail template, the template only allows reply to and thorugh the workflow alert there is only the To field?
How to attache a file I downloaded to a Upload Field using Deluge
Hello, I am new to zoho CRM. I have a question. I've created a custom module with a file upload field. I now need to upload a file to that Field using Deluge. Can you show me an example? I found so many examples talking about attachment, but none of them
Saving Zoho sheet View, but where?
Hello, For a colleague we had to filter some contacts. I used the Zoho sheet View menu to have a table view of the result. On the top right, you have the a green button to save the sheet. Clicking on it save it.. but where ? I thought it may be was in Workdrive, but a search coun't find the file. It's no in recent files, or even my folder. So where is saved the sheet ? Any clue ?
Zoho CRM Community Digest - May 2023
Hello everyone! Welcome to this month's digest! We are excited to present a curated collection of interesting and noteworthy discussions from the Zoho CRM forum. In this post, you'll find the latest announcements and event updates shared throughout the
two step option to close a ticket
hi i want to check if we can implement a Two step ticket close option. at times we click the close button by mistake and the ticket gets closed. if there is a two step option, then a reconfirmation will be asked before a ticket gets closed.
Extension pointers #14: Extend end-user benefits and allow personalization by implementing extensions with custom actions
From our earlier post on custom actions, we know that we can create templated actions, share them with end users, and allow them to reuse those actions to achieve personalized outcomes. In this post, we'll look at how custom actions make it easy for users
Can we disable / hide the Email and Contact field in Zoho Desk Ticket Template?
We are currently using zoho desk to communicate with customers via tickets ( which are created by customer mails sent to us) Moving ahead we are trying to figure out a way to use the Zoho desk for internal communications, for which we have created separate
Report on which contact has scheduled mails
Good day In the contact module, emails can be scheduled to be sent at a specific time. How can I create a report that shows me which contact still has emails that have not yet been sent? Thanks Rolf
Shortcut formatting
Can we get shortcuts in Zoho Writer to format titles/subtitles? In Google Docs if I press CTRL SHIFT 1 it's Heading 1, etc etc. Is this possible?
【開催報告】名古屋 ユーザー交流会 6/9（金）
皆さま、こんにちは。コミュニティチームの中野です。 大阪に続いて、6/9（金）に名古屋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。 なお、セッションで使用したスライドについては、大阪開催の投稿にコメントをつける形で追って共有します。 大阪開催と同様に、船井総研デジタル 伊佐次 崇宏さんによるユーザー事例セッションのほか、弊社技術部による、Zoho CRM のアップデート情報を解説するZoho セッションを実施。お楽しみ会では、昨年の東京開催で好評だった「Zoho
Bigin: Introducing Duplicates Cleanup feature
Hello Partners, We are happy to announce our Duplicates Cleanup feature, which will enable you to manage duplicate records more effectively. Previously, it was common for users to create duplicate entries when adding records to Bigin from sources like
Intermittent INVALID_DATA error when updating lookup field through API
Hi, since last month (March 2023) I've been getting intermittent INVALID_DATA error response from Zoho when I try to update a lookup field through API, the message looks this: {"data":[{"code":"INVALID_DATA","details ":{"api_name":"id","json_path":"$.data[0].School.id"},"message":"invalid
Field Value
Is it possible to set fields depending on another field For Example , if email id is example.com , then automatically next field should display the name of that person
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