Adding new contact from e-mail
Hello, I have added a new contact from an e-mail using the "add contact" by clicking on the e-mail address in the e-mail and adding it. It says it is saved, but when I go to the contacts, it is not there, so I try adding again but get an error message
Zoho CRM Calendar/Meetings
I wish there was a little more functionality in the calendar. A few more options other than "meetings" - The big one would be something for day off/out of office/unavailable/busy. Right now I'm just making an all day meeting called "off" so that people
Is there a way to issue quotes without a Grand Total?
Is there a way to issue quotes without a Grand Total? We end up issuing quotes for multiple order quantities, but the Sub Total and Grand Total fields are inaccurate when we do this because they add up each order total and then its twice the total at
SMTP Set up
Hey, We're migrating over from Zoho mail to Zeptomail and I'm having difficulty setting up the account. Our previous SMTP Settings: SERVER: smtp.zoho.eu PORT: 587 EMAIL: [our email] PASSWORD: [our password] I'm changing them to the following for Zeptomail
Missing "Item Count" in DESK
Last least week, we lost our current "Item Count" number for the selected group. ie: My Tickets, Open Tickets, My Open Tickets. I just discovered this morning that there is now a very small "total count" selection on the far right that, if I click, will
Zoho One server Error
While trying to sign-in to my Zoho One account an error prompts. It shows as below "Something went wrong. Please try again later. Sorry! Due to an unknown error that occurred in our server, the page cannot be opened now. Please try again later." - I did
Is it possible to have more than 10 read-only users?
Hi I need to log time for staff, but these staff have no need to access the projects system. I can't just type names into the time logs, they have to be users it seems. However, I don't want to pay for extra users when they will never access the system.
Looking for a specific function
I'm looking for a function that will fetch a Contact ID in the CRM Contacts Module based on a passed-in email address supplied from a Zoho Form, and then delete the contact that matches that Contact ID. Is this possible to do?
Zoho CRM WhatsApp Business Integration Issue
Hi, We are facing an issue since 10 days while integrating WhatsApp Business With CRM, We have reported via chat & call but didn't hear from your side, Please look into this. I have attached a screen recording video for the same. Regards, Vishal Patwa
Estimate Revisions
We use Zoho books for all of our estimates, and probably in 50% of cases the final PO is not exactly the same as the initial estimate-. There are many cases where we go through a few revisions of the estimate before reaching the final situation that the
Custom fields : "Number" field doesnt accept numbers...
Hello I've created "Number" custom field. I can type anything but number in this field. Obviously, I get an error message that informs me I can only type numeric value. But it seems there is a kind of Javascript or something that blocks me while typing
RSS feeds description is not pulling the summery field on Blog post
Hi, I am using RSS feed in zoho campaigns but i have hit a little problem with zoho sites. The description tag in the zoho site RSS field is taking the first sentence of the blog post rather than looking at the summary field on the blog post. I would
How to make Onboarding as mandatory in Zoho People
What we want is when any new employees joins our organization then first they have to complete onboarding cycle then after they can use zoho applications. In Zoho People there is a option of Onboarding but the problem is it does not restrict the employee
Displaying total seconds as HH:MM:SS in widgets
Hello, I have a table that contains all of our call data including call length in seconds. I've used the sec_to_time function to convert the seconds to HH:MM:SS format within the table but I would like to be able to aggregate call length and display in
Unable to send message;Reason:554 5.1.1 Mail sending blocked for the domain(s):[gis-eginfo.com]
Hello, Please help me to unblock my mail
Zoho support is ignoring me TOO
One week ago, my account exceeded the allocated storage. On April 15, I bought the extension, but it is not yet active, and the account gets blocked again and again both for incoming and outgoing email. I just sent the THIRD email, no answer yet.
Intermittent receipt of emails - "553 Relaying disallowed" error.
My account is not able to receive emails, and my undelivered mail is being returned to sender with the following error: "553 Relaying disallowed (in reply to RCPT TO command)" Everything appears to be pointing to the correct domain. What is causing this
Requirements to add external user
Hi there, which subscription plan do I require from Zoho in order to add an external user/ guesst to my mail account? I want the guest user to do general email work/ replying/ follow-up on orders. In best case I can set also some rules what is may not
Kaizen #4 - Troubleshooting OAuth2.0
Hello everyone! Welcome back to yet another post in Kaizen! Earlier in this series, we discussed OAuth2.0 and Self Client. In continuation of that, we will now discuss the various errors that you may face while using OAuth2.0 and how you can handle them. For better understanding, we have grouped the errors based on the OAuth2.0 flow itself. You may face errors while Registering a client Generating the authorization code (grant token) a. For web-based applications b. For self client applications Generating
Possibility to create and send ICS file
Hi, I'm looking for a possibility to create an email which outlook can read. Discovered some, but don't know how to implent this into my script. I need to create a ICS file like this: BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Microsoft Corporation//Outlook 11.0 MIMEDIR//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VEVENT DTSTART;TZID=US/Central:20071214T210000Z DTEND;TZID=US/Central:20071214T230000Z SUMMARY: TEST SUMMARY DESCRIPTION: TEST DESCRIPTION UID:tpn1456-33432 SEQUENCE:0 DTSTAMP:20071207T151700
Add project to recurring items
I do not see a way to link a project to recurring invoice items. This would be very helpful as I have to edit each line item every month for all of my clients to add a project. Thank you for Zoho's continued product improvements!
How can I insert a record with a subform using the PHP SDK
This is an update of a question from 3 years ago. There is still no documentation of how to add a record with a subform. $record = new Record(); $record->addFieldValue(Contacts::FirstName(), $firstName); $record->addFieldValue(Contacts::LastName(), $lastName);
% Of Year Gone By in Report
Hi! I want to make a widget or a report that tracks with what % of the year has passed so far for task management. Would I need a dataset with this info to do this, and if so what would it need to contain? The data I work with atm involves tickets that
imposition work drive
why i have to pay 3 licence workdrive it is imposition ,
SMTP mail for estimates & bills
Can i add my Gsuite mail as SMTP for all email communication? Currently i am getting many complaints about not receiving mails.
Campaign sent email from Zoho says the email campaign was sent to 0 contacts
Hi, I'm new to using Zoho and have been working my way around the campaigns and got to a point were I had everything ready to send my first campaign out. I scheduled the campaign for early this morning (25th April) and received the email from Zoho saying
Zoho Sprints 2023 - Q1 Updates
Greetings everyone! The first set of updates have been rolled out for 2023. This quarter is an exciting one for us because Zoho Sprints is now a ISO 9001 certified product. This grading has been provided after an external audit conducted by a third party
Zoho Analytics
Hi Guys, seems Zoho Analytics is down Super slow loading times
How can I add the item ID to the sales orders API request responses?
I am writing an application that requires determining the rate of sales of each item over a custom time period for my clients business using the REST API. To do so I intend on querying the sales orders and calculating item specific sale rates according.
Cloning Templates to other Record Types
I'd really like to see this as a feature. ie. we create an email Template for record type "Leads", which we may also want to use for record type "Contacts" once in a while. It's a bit cumbersome to have to manually copy / paste everything and create an
Approval Request within BluePrint
Hi I am using the approval process however I want to invoke when a field is updated via workflow or blueprint, is this possible? Regards
Contest Alert! What's your #MyFirstInvoice story?
Hey freelancers and business owners! While you're caught up in the bustle of growing your business every day, we wanted to remind you to take a breather; to pause and reflect on how it all began—with your first invoice. Every business's first invoice
Sorting candidates by assessment completed
How can we view only candidates who have completed their assessments?
Calendar Resource View
Hello, I'm considering Zoho Creator for SaaS development and wanted to know if its possible to create a calendar (resources view, image attached) in soho creator?
Sharepoint Excel synchronization with Zoho Analytics
Hello, Is there any possibility to synchronize an Excel File on Sharepoint via Zoho Analytics? OneDrive is user-dependent and therefore problematic. Best,
Simplify your file management with Zoho Recruit
We are thrilled to announce a powerful new enhancement to our system that will greatly improve your attachment management experience - the ability to download and delete attachments in bulk. Gone are the days of tediously downloading and deleting attachments
Updating a file field without giving edit access to users
I have a form that includes a file field where users upload a document. Sometimes they don't have the document at the time they create the record, and since only the admin has edit access for security reasons, only the admin can edit that record and add
Teacher would like to teach with Zoho Notebook
I am a math teacher and use an iPad and apple pencil to teach with. Zoho would be amazing if I could use my mac to make my notes, my iPad to work and present my notes, and students chromebooks to use my blank notes to take their notes. I cannot figure out how to write on my note templates (PDFs). I can see this being great if that was worked out. Right now I use Notability which is great except it will not work on chromebooks. When writing on PDFs it would be great if the following features could
Document dont loading when editing.
Hey, Im trying to edit my documents in Editor API, but the screen remains in "loading..." statement. I noticed that are some errors in browser console (e.info is undefined / DomViewManager is undefined). It was working fine a few days ago.
trial period
i have activated a trial period for pro version of zoho notebook but i want to cancel it now..please tell how to deactivate the trial
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