Access registered Zoho People user data from script in Creator
I am working on an app in Creator that would allow for employees to submit tickets for manger review and designation to various departments. I want to have only the "manager reviewed" tickets to be viewable by employees in the departments designated my
User ID based data filter
I want a function similar to the ZCRM, Owner-based data filter is the standard functionality in CRM right? Similar to that each line of data has a "User Email ID" field, the code needs to fetch the logged user email ID and filter the "User Email ID" column
Send an email template from deluge
Hello. I've the following function as an action in a workflow: plaatsingInfo = zoho.crm.getRecordById("Orders",plaatsingId); info plaatsingInfo; kandidaatId = plaatsingInfo.get("EmployeeID").get("id"); kandidaatInfo = zoho.crm.getRecordById("Employees",kandidaatId);
Upon Initiating a Sales Return in ZOHO ,refund amount not reflecting
When tried to test the Sales Return process by creating a Refund , we found that the amount is not refunded on the same payment gateway . How do we trigger the refund of payment made on the original payment mode ?
Zoho CRM Workflow rules "Contains"
Hi, can someone provide details and documentation on how exactly does the "Contain" check works in workflows in Zoho CRM? For example, I would like to check: - Is case sensitive? - Does it search if the term is contained within words? For example, if
Zoho CRM sync to Zoho Campaign problems
I added a new mailing list to Zoho Campaigns. I did it by syncing contacts from a contact view in Zoho CRM. I've had a few problems and questions: 1-I changed the name of one contact view in CRM and wasn't able to change it in the sync settings in Campaigns, so I had to delete the sync and make a new one. Is there a better way? 2-If I remove someone from a contact view that is sync'd with Campaigns, are they removed from that associated mailing list in Campaigns (if they no longer meet the criteria
Integration with Zoom for Meetings?
Any plans or timeline for an easy integration with Zoom Conferencing software? They're one of the leaders (and fastest growing!) in video and screensharing software for businesses, and I'd suspect it's one of if not the most popular conferencing software
Data Collected by Email Insights
This is a subject that Customer Support keep skirting round, so I thought I should ask the community: What data is actually collected through the embedded pixel added into emails through the Email Insights function? Insights is an all-on or all-off facility,
Email setup in Zoho support
we are pointing zoho support to our exchange server for inbound and outbound mail. I am fetching the emails and they are generating requests..Great! I am able to respond using outbound mail settings..Great! The problem is that there does not appear to
Custom fields for company
Hi, it would be very helpful to be able to store central information in a central location in order to use it in workflows or custom functions. An example of a situation in which the described possibility would be very helpful: I have certain information
Contacts Info - Customize which fields are shown
Hello currently when viewing a ticket. The contacts info section on the left in the ticket details only displays the contacts name, email, company, mobile and office numbers. It would be nice if there was an option in layouts as a checkbox to show a contacts
Setting up AWS route 53 MX records
Hi, I'm having trouble setting up MX records on Amazon Web Services Route 53. I go to create record set - see screenshot I enter mx.zoho.com in the value and get the error below: Looks like Route 53 doesn't like the Value entered. Is there a different
Adding a contact to an existing Account
How do you add a contact and not have to keep adding the address information. We want to add contacts to account rather that cloning individulas contacts.
Customize the look of the rating page (customer happiness rating)
Unfortunately, the DESK feature customer happiness rating page looks like this: You can only control the following things (regarding the design): Change the Icons for the Good, Okay, Bad rating buttons Change the logo of the department You can't control
Cannot Use Writer on iPad
Greetings, I am trying to use Writer (which I have done before on iPad) but it keeps asking me to Migrate to WorkDrive. We completed the migration months ago, but still get these screens (see attached) and then the process fails. First the Migrate screen,
How to fix ERROR CODE :550 - 5.7.1 Unfortunately, messages from [v4 ip address] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150).
Anyone able to resolve this issue? I have verified that the MX, SPF, DMIK and DMARC records through the Zoho Toolkit. I was testing my mailbox by sending emails to my personal hotmail account Thanks
ip Address Currently Being Blocked
Hello, Currently having a problem sending mail from my zoho.com mail account. I get this mailer-daemon message (in blue font): This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. XXXXXXXXXXXXXXXX Invalid Address, ERROR_CODE :550, ERROR_CODE :5.7.0 Blocked - see https://support.proofpoint.com/dnsbl-lookup.cgi?ip=74.201.84.155: XXXXXXXXXXXXXX Received:from mail.zoho.com by mx.zohomail.com
Dashboard Bigin
How can I move the "Pipelines" module under "People" on the dashboard?
Segment Not Capturing All Tagged Contacts
I have a list of webinar attendees imported through the Contact Tags module, however when I create a segment using this tag, it only captures a small amount of the contacts. The list has 1511 contacts, however the segment only captures 261 of the co
E-Mailadresse des Empfängers auf Bigin-Server gesperrt.............
Da Bigin schon von Anfang an keine gesendeten E-Mails an Outlook übergibt (synchronisiert), greife ich zu dem Hilfsmittel und sende mir die E-Mails an Kunden nochmals im CC oder bcc über Bigin an unseren Mailserver. Jetzt bekomme ich die Meldung: "E-Mails
Why exported XML file has no root tag?
We export XML file from DataPrep. So there are no Root TAG in exported XML file. It is so unconvinience. unuseful!
Not able to debug the issue that happens in the workflow function.
Hi Team, I am trying to connect an application to send an Whatsapp message, it is working fine in the other modules, but it is not working in the workflow function. I am not able to see the payload details also to debug the issue, so It would be grateful
How I can add payment automation
How I can add payment automation mollie module
Owner on our account has retired
The owner on our Zoho account, Michael Prince, has retired. We need his permissions switched to our office manager, Sylvia Prince, so she can review billing and make any changes as needed.
Creator Map Report: Latitude and Longitude
Hello. I have a form named Add_Property. Within that form we have an Address Field named Address (see image). The problem is that all of the properties being entered are not getting the correct Latitude and Longitude for the Map Report. In the photo,
Zoho Sign E-Mail Template Text Section at the bottom is too large on mobile
Hello, I would like to modify the text under the email templates in Zoho Sign. Where can I find the option to do so? Here is a screenshot that shows that the text section at the bottom is displayed too large on mobile:
Can you create your own sales order and invoice templates?
I've looked at the options for custom templates in Inventory however they appear to only allow you to customize existing templates, not create your own templates. Is it possible to create you own templates and install them to Inventory like you can with
Zoho Creator - [Free Webinar] Learning Table Series for NGO
Hello everyone! The most pivotal part of building any application is to understand the industry, business operations and standard features/functionalities that are required to get the operations going. Industry is the key here and every feature that we
Cost plus markup should be included on quote module
There is no way to have the cost listed on a quote and mark it up. The system only allows for discounts which does not work for the service industry. We need a way to have product data to have cost field and price field. Having two price fields is necessary
Responsive images
I want to make our email images responsive by using percentage-based widths, but we're not sure how to do it. Is there a way to add this or custom css to an e-mail template in Zoho Campaigns? Thank you.
How to update custom field in Zoho Desk Schedule?
Hello everyone, I have a problem right now with Deluge coding. I found some information about the update function, but it's still not working for me. Link: https://www.zoho.com/deluge/help/desk/update-record.html I have hided custom_field and org_id in
Zoho Projects Clients API NOT WORKING
Hi I'm trying to use the Zoho Projects Clients API to get my portal clients, but the API seems to be not working. I get a "Page not Found" HTML as a response: client = invokeurl [ url: "https://projectsapi.zoho.com/portal/portalID/clients" type :GET connection:"projects"
Kaizen #88 Assignment Rules
Hello everyone! This week, we will discuss the use cases of assignment rules in inserting, updating, and upserting records. What are Assignment Rules? The effectiveness of sales is closely tied to a sales representative's daily tasks, such as promptly
Blueprint / No logro mostrar las transiciones
Hola buenas tardes Cree un sandbox de mi ambiente productivo, luego me puse a trabajar pero me tope, que al modificar un plan de acción, no logro ver algunas transiciones. ¿a que se debe eso? Dentro de la casuistica tengo: - Falta de asignacion de roles,
Re-sending mass email to those who have not opened them
Hello, I am trying to figure out how to send a mass email in ZOHO CRM to the leads that have not opened the last email. I can create a report for this and find out who opened and who have not. However if my list is too long, this is too time consuming.
Zoho recruit - Suggestions for improvement for Job openings search and skillset field modification
Currently, Candidates' skills get parsed and broken down. But when it comes to job openings we have to manually update each time depending on client job order which is not efficient. For example, we get multiple front-end roles and each client has varying
Free webinar: Transforming data collection and document signing workflows with Zoho Sign and Zoho Forms
Hello everyone, Are you still using paper-based processes to collect and store critical business data? Say goodbye to labor and cost-intensive operations by digitizing them with Zoho Sign and Zoho Forms! Online forms and digital signatures go hand in
Required Skills field for Job Openings
Hi , Introducing the Required Skills field for Job Openings (zoho.com) This is all very exciting. I understand how to add skills to jobs and candidates but I dont understand where I do all this great searching for the best matches? where do I find the
Can't compose email
I can't even compose email? It's been this way for more than 2 hours that I know about. I've not seen the Zoho email app go so unstable. Yikes!
Disapointing video resolution
Hi, Today we start using Zoho Meeting; however, we are very disappointed with the product because the quality of the video is very, very poor (at best 120p -yes, is a one-). In the meeting the client could not read anything of what we were showing (power
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