Bug (?) with picture borders.
Two bugs (?) possibly related.... I have several images set to be borderless. They keep reverting to display 1px borders. Even stranger, this time when I removed the borders, saved and republished, all changes take effect except the borders remain. You can see them here.... http://lips-n-eyes.com/company.html
https://recruit.zoho.com/recruit/v2/Candidates/actions/import_document not working for PDF Resume Uploads
Hello, I get an internal error when I try to upload a PDF resume through the import_document v2 API. https://www.zoho.com/recruit/developer-guide/apiv2/upload-document.html However, the upload works when using a simple text file. I tried multiple PDF
How do I hide my internal mailing lists from the topics page?
Hi, I would like my clients to select which type of emails they want to receive from me. I have newsletters, webinars and events and product notifications. I set up topic management with these three topics but when I go to the management page, it also shows a list of all of my internal lists, including test lists etc. Here is a link to my page: https://campaigns.zoho.com/campaigns/org642404591/topics.do?actionMethod=showTopicConfigView&mode=topicPrefPreview Is there a way to hide all the "other"
Contact Role in Selected Columns
Hello, This is an important issue I am having. After assigning a contact role to an individual for a Potential, I can't create a related list column in Potentials to display the contact role (Owner, Co-owner, Primary Contact, etc.) of the individual. It will only show the contact is related to the potential, not the role. It is a time consuming effort to have to click the potential and scroll down to contact roles to find out what contact role the individual is. That is, Contact-> Potentials module
Zoho SDK submit ticket form cannot show
I clone sample app from https://github.com/zoho/ZohoDesk-PortalSDK-sample-apps-android And choose ticket_field_configuration_sample to open submit ticker screen. (I have already changed app id and org id to correct) But When I open submit ticket form
Invoke URL to get Record Template
Hello, I am wondering if anyone else is having issues using the invoke function to get record templates. I have used this in the past with no issues, but it is now not working. file_to_fetch = invokeUrl [ url: "https://creator.zohopublic.com/<adminUserName>/<appLinkName>/record-pdf/<viewLinkName>/<RecordID>/<PreferredDownloadFilename>/<encryptedKey>"
Record Template with dynamic content?
We are trying to build a record template for Quotations. Some variables are involved in how a quote should appear when printed, such as: -Include or exclude Bill of Material (subform data). - Include or exclude multiple Bill of Materials -Include or exclude MSRP column in Bill of Material - Include or not include Scope of Work (Rich Text Field) Can we dynamically choose what elements appear in a template, or can we create multiple templates to choose from when printing a
Contact inserted in the list does not enter the flow, and does not appear to have been rejected.
How to make sure that an already started list can accept new contacts, and that those new contacts can be sent through the workflow, in campaigns
Scheduled Task Only if Condition Still Exists
I'm creating a workflow that is going to schedule an action 24 hours after a condition is met. I only want that action to occur if the condition still exists. How can we accomplish this?
Subscriptions Integration with CRM - Duplicate merge and sync pointing to the wrong customer
Hi everyone, We have the integration set up between CRM and Subscriptions. A while ago, we merged a bunch of customers in subscriptions. Now, the integration sync between CRM and Subscriptions sometimes updates the customer that became inactive during
Problem/Bug :Don't have sufficient permissions access my documents.
Hey there, I'm being denied the opportunity to view my documents. I'm getting a popup alerting me I don't have the enough permissions which idk about. Please help out my Doc's were very important to me. Hey there, I'm being denied the opportunity to view
Workflow fails to trigger on update from EasyShip
https://workdrive.zohoexternal.com/external/8726dcaed386fa7991fc8a6ed6f72d23ddef383cf796ec747729a4a55ebdf885
Marketing Automation CONTINUES to NOT show basic Lead Source Attributions
I've literally waited 3 years now for this to work. And it still doesn't. This is the most basic marketing software feature of EVERY other Marketing Automation platform. When you go into Touchpoints, it shows traffic coming from different sources, but
Unable to send the contract for signature due to an unknown error.
A while ago i was sending a document for signature and for some reason i was unable to send it via Zoho Contracts, i didnt pay much attention to it at the time and instead sent it via Zoho Sign. But apparently this error has become recurrent, and now
Deleting Deprecated Bank Account
Hello, Would you help me resolve this issue? I want to delete an old bank account that was mistakenly integrated via plaid. Now that I want to delete the integrations, I'm trying to locate the I've disabled bank feeds, but cannot locate the integration
DateTime Field won't update
I'm running the following code in a custom function. The Due Date field is of the DateTime type, as should be the value returned by zoho.currenttime. I've tried setting the Due Date field to various values but it won't update with any of them. Id = myLeadId.toLong(); customMap = Map(); customMap.put("Due Date", zoho.currenttime); updateResponse = zoho.crm.update("Leads",Id,customMap);
Tracking Payments from Customers AND 3rd Parties
We make physical upgrades to large apartment buildings: things like LED lighting, high efficiency boilers, solar PV systems, etc. Any given Deal consists of multiple Products, as described above. Each Product has an associated Price. So far, this is all
Facing issue to save as a list from segment
Hi Team, Having issue when we save as a list from segment, showing double nos. for all the segments Kindly check this on priority. Reference: link: https://ma.zoho.com/ma/home.do#list/891659000015591003/segments/891659000015680008/contacts
How can I use System Variables inside email templates?
How can I use System Variables inside email templates inside CRM? Such as : Current Date Current Time Current User Current User's Manager etc.
Missing myself (manager) is resource utilization report
When I go to resource utilization report I can see anyone I want to except myself. This is true even if the filter is set to me as owner. Other users can see my utilization with the same filter settings. I only have this problem since I was added as a
How to use Sprint Time Entries to invoice our Customers
Hi, In Desk module, We are able to send price quotation to our customers for the Time Entries done by support teams. Because there is a connection between Desk and Books. What about hte Time Entries done by Software team in Zoho Sprint Module ? How can
Custom Access URL Setup
Hi, How can I create a custom subdomain for my company to access Zoho CRM? So instead of using crm.zoho.com/comapnyname they can use as an example crm.mydomain.com? Thanks,
Custom button to create an Estimate in Zoho Books from Zoho CRM
HI, I want to create a custom button called "Estimate" in the View Page of Deals Module which will create an Estimate in Zoho books. I have integrated Zoho CRM and Zoho Books and have enabled Zoho Finance Suite. I have modified the Deals module by adding
Mass Updating Custom Fields
We have a custom field and need to perform a mass update to it. We have the PRO version and it doesn't seem to allow me to pick that field. Is there a setting or something that would allow me to update this? Or what would be the easiest way to do this?
Need help creating a flow Zoho Subscriptions > Zoho CRM
I am having difficulty creating a Flow. Details: The flow should trigger upon a new subscription. The Flow should update a field (within a custom CRM module) for that specific customer. The Member (contact) within the custom module has a unique ID that
Bibliographic Managers
Hi, I would love to use ZOHO as my default word processor, but as an academic I rely on bibliographic managers (Reference Manager in particular) for my work. Is there any consideration into adding this functionality into ZOHO? Les
Microsoft 365 Mail Integration in CRM
For the life of me, the IMAP integration will not work to connect our 365 accounts. Any thoughts on what might be the problem?
calendar view
Hi, To work with the calendar it would be very useful to configure the calendar report view where the date are specified dynamically via URL. The idea is to be able to display the calendar in one day view. At the moment, it is possible to set the view
Page Not Found error - 404 error
Hello, I am a first time user of zoho sites.I just published my website dentistinminneapolis.com but its giving me a 404 error.Please look into it ASAP and help with the problem.
What is the best way to structure a parent/child relationship across zoho Modules
Hello, I don't think this is a unique chalenge, but I am struggling to find anything anywhere about this. I am setting up a CRM, first time using Zoho. I am trying to relate 2 modules parent > child. with the below requirements. Both are 'contact modules'
ZMeeting computer audio issues
Since July we have been noticing a significant drop in computer audio quality. Audio starts getting choppy constantly, limited bandwidth notifications keep popping up even though I'm on a gigabit fibre line. Has anyone else been expereinceing this?
Create Multiselect Record Button ZOHO Inventory
#Tips & Trick - Zoho Inventory How we can create a Custom Multiselect Button inside the Zoho Inventory, Please see the below. -> Setting -> Preference -> Select Module -> Create Custom Button Example Button in Expense organizationID = organization.get("organization_id");
Number instead of Actual value
Hi All, I have created a form which gets data from other forms. For some of the field, it shows values in DIGIT instead of characters. For example, if i select any customer from drop down list the remaining fileds will get populated from other form. All fields are coming corectly except for CITY. Instead of city name (e.r. Newyork, it shows "1407460000000023095". Can someone help to figure this out? Regards, Medheal
Multi-Site Network Capabilities?
I'm wondering if Zoho has capabilities similar to the WordPress Multisite Network function. Here is an example of a real website built on wordpress. I am wondering if there is a way to mimic it's functions but for a different use case within zoho: Second
Unsubscribing from Unique Mailing List vs "Contacts"
If a lead/contact unsubscribes from a unique mailing list i.e. one that has been created by my organization and added leads/contacts to, are they only unsubscribed from that unique mailing list? I wish to clarify this as important contacts and clients
Print as list in creator
Hi How can I put use the print as list feature within creator and include other details. What I am trying to do is create an invoice using the print as list feature. Thanks
Pipeline by Stage Missing
When I log in, I can no longer see my "Pipeline by Stage" dashboard. Instead, where the component used to be, I get a message that states: You do not have permission to view this component as corresponding module has been disabled in your profile settings
Way to share project calendar with all tasks and events to Outlook
Is there a way to share project calendar with all tasks and events to Outlook?
Password for Unattended Access
Is there a way to set a password for unattended access? If I'm the technician, I want my customer to have a password on their computer for unattended access, so only I can access it remotely via Assist. Can I set that up? How can I be sure that no one
Full_Name required for UPDATE /contacts/ but not used
Hi, while implementing our CRM integration using your Record API we realized that 1) create Contact does not require Full_Name to be set 2) update Contact does require Full_Name to be set 3) The returned payload does not use the entered Full_Name, but
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