Unable to allow Past Dated Joining Dates
Hi everyone, It seems a bit odd that Zoho Recruit doesn't allow to send offer letters with dates in the past. We missed sending the offer letters to some candidates on their date of joining. Even in modules, under offers, I do not see any such restriction
Does anyone is using Sirena/Zenvia integrated with CRM?
Im having a lot of problems with the integration of Zenvia/Sirena with CRM, is not working on the last months and i need to solve the problem or change the app for WhatsApp. Does anyone could give me some feedback about this? Thanks
What's New—February 2023
Dear Backstage users, This time we've rolled out a new feature to help you with further customizing your microsite in order to provide more flexibility for collecting information from event participants. Along with this, our existing features have also
Delete record function in CRM deluge scripting
Is there any plan to add the capability to delete a record by ID in CRM Custom function scripting? If not, can you provide suggestions for possible work-arounds? Thanks!
Customer Newsletter - March 2023
Hello Everyone! We are thrilled to announce our customer newsletter for March 2023! Check out the March newsletter to know all about our newest features, upcoming features, blogs, product tips, webinars, and a lot more. Click here to read our latest newsletter!
How to check if string contains any digit
How do I check if a string contains a any digit/ number? this is the code I cant seem to get working Str = "1Mustard Mustard23"; if (Str.contains("[0-9]")) { info true ; } else { info false ; }
How To Bulk Merge Duplicate Contacts?
Just imported a list of contacts with duplicate mails and I successfully identified them out, but it seems the only way to merge the information is by manually clicking to show acknowledgement. Is there any better way to sync or merge data? There are
Delete Client user from WorkDrive
There is a Client User I need to delete from WorkDrive. I navigate to Manager Users, and click on "Delete Client User", and I get an error that says: Delete client user The client user ***** is associated with Zoho Projects / BugTracker. The client user
Bank Feeds connected to wrong organizations
Hi, I have two different business accounts at Chase Bank, and want to auto connect the feed for transactions into the organization that each account is for. However, when I di that, Plaid already recognized the business account from one organization,
How to integrate Helpdesk with Java App
Hello, My team is looking for helpdesk software in which users can seamlessly access from our current site. Since users are already logged in does Zendesk support Oauth? If so how is that login information housed? Can we integrate Zendesk with our current
How to allow client to filter the Zoho ticket status
Hi, Anyway we could add in the filter status for My Area under client view?
Webhook "Unsupported field". Field exists and has correct name.
I have added the following field to Leads (and Accounts, Contacts. Opportunities on conversion): Field Label: requestRef It is marked as an external field, at the organization level. It is marked as 'show' - it is visible. I am able to set it with my
Turn off "X has added a new event in your calendar" emails?
For group calendars, is there a way to turn off the email notifications saying someone "has added a new event in your group"? I don't want my users being bothered by an email each time someone updates the calendar. I realize they could set up filters, but then I would need to help each user walk through this, and that is less than ideal. Thanks!
How to support sync tags from ZohoCRM to Mailchimp?
Currently, there is quite a few options to sync contact info like Name, Mail from Zoho CRM to mailchimp. But "tags" field seems to be missing in all of the integration. Could I if this can be done at all ? Thanks.
How can I transfer the lead notes when converting it to a potential
Please help
I do not receive any emails even with all needed records verified by you.
Hi, my domain is calmcos.com and I am not receiving any emails after migration. I can send emails but not receive any, please check and help me resolve this problem. All the best
How to integrate "industries" between accounts and leads?
The list of options is not integrated . How to unify the data in lists between modules accounts and leads?
i can send emails but i cant recieve
Hello guys i have been able to add all the zoho configs into the DNS under CPANEL. but am now able to send emails but i cant receive from others
Dynamic Call Tracking
Is Zoho Telephony (or any other Zoho products / 3rd party linked to Zoho) able to handle dynamic call tracking?
Fetch multiple entries in a module
Hi everybody, I want to use flow to look for multiple entries that have the same value in a field, see how many of those entries there are and then modify another field based on the results. Is this doable with just the drag and drop part of flow or will
How to get Error Message and Status ?
Hello, In a flow, I'm creating an Invoice. In case there is an error, I trigger an cliq message to notify a bot with the error However, editing the Message to Bot block, I can't find the Error Message variable in the Create invoice variable list (it's
Bank Feeds - Saying Updated, Actually Not
My bank feeds across the board are saying that they're updated as of today, but they haven't actually updated since the last time I did it manually (by clicking refresh feed, not a manual import of a file). I don't mind terribly having to press the refresh
Using different attachments in Dynamic Content
I want to be able to have a button in an email sent as part of a journey that links to an attachment. However, depending on a field, I want to have the link go to different attachments. For instance, if the lead selects Option A, I want to have the link
Hide sort & group options in mobile app
Hello. Is it possible to hide the grouping and sorting options in the mobile app in a report embedded in an html widget?
Royalty/Sum Calculation app based on uploaded statements.
Good afternoon. I'm relatively new to Creator but have adopted the software for my new business currently setting up. I plan work in music publishing and have the following question. Is it possible to build an App in creator where i can upload a royalty statement from a record label (as a .CSV or Excel File), align the columns and then calculate % splits and report out the new statements? Something similar to this - https://label-engine.com/record_label_accounting.php
Export invoice data with Zoho project link
Hello, I was building global service project KPIs and I was wondering if there was a way to get the project linked to each item in invoices as part of the invoice export. Right now I can map individual items to my projects using a text field in which
Crear Albarán de Envío en Zoho One
Hola, se nos ha roto un equipo que utilizan nuestros técnicos y queremos enviarlo al fabricante para que nos lo repare. Alguien sabe como podemos generar un Albarán de Envío con el número de serie del equipo desde Zoho? Hemos intentado usar las opciones
I am not receiving the certificate merged with the document upon completion
I have it set in "upon document completion", see attached image, but I am not getting the merged document. Is there another setting i need to select?
How to stop Zoho mail from jerking my messages?
Whenever I click on a message in the middle, Zoho throws it to the top. Feels like a rug being pulled from under the feet. How to stop Zoho mail from doing it? Just leave my messages alone. Thanks
Bug Between Zoho Project and Zoho People interface with "Billable" vs "Non-Billable" changes
Zoho Project does not capture the correct billing status ("Billable" vs "Non-Billable") from Zoho People. This bug happens when: 1- In Zoho People, a Time Sheet is deleted 2 - A new time sheet for the same parameters (date, client, etc.) that was found
Fill Null Values in Query with previous dates value
I am trying to combine two tables so I can create a burndown report for marketing budget One Table is "Marketing Burn Down Budget - Daily 2023" which is just a table that contains each day of the year, and starts at $500k then drops incrementally each
I get the error " Sorry! We are unable to process your request. Please try again later.' when trying to create zoho mail account
At this point, I just want to delete my Zoho account and start over, but I can't even do that because it just tells me to retry. When I try to create a zoho mail account, I get the above error. Getting a solution is important to me, as this is just the
Having Relative Date filter and Date Range filter in a dashboard
Is it possible to have both a Relative Date filter and Date Range filter in a dashboard? I have a Dashboard and by default all of my charts show yesterday's data, based on the default value of the Relative Date filter at the top of the page. I want to
Display value of latest date in chart
Hello I am making a chart that sums dated numeral values. like so the X axis is a string corresponding to tax year and not a full date. however each record is dated by a date field. each record also contains a Stock Value numeral field. I want to display
[Action Required] Requesting LinkedIn Ads integration users to re-authenticate your LinkedIn account in Zoho Analytics
Dear LinkedIn Ads integration users, This is an important update from Zoho Analytics. Due to some recent changes in the authentication process and policy in LinkedIn Ads - Zoho Analytics integration, we request users to re-authenticate their existing
Email server on blacklist (this seems to be common on here?)
ERROR CODE :550 - "JunkMail rejected - sender4-op-o16.zoho.com [136.143.188.16]:17678 is in an RBL on rbl.websitewelcome.com, see Blocked - see http://www.spamcop.net/w3m?action=checkblock&ip=136.143.188.16"
Hos to get zoho setup fee upfront?
I have a request from one of our clients. They would like to charge a client only the setup fee (upfront, something like a deposit) lets say 100€ (it is a fee which comes dynamically using API from a CRM field). After that the monthly fee to be triggered
Unusual activity detected from this IP. Please try again after some time.
My admin console was unable to create new mailbox, it showing "Unusual activity detected from this IP. Please try again after some time.". I was tried approach to support@zohomail.com, 2 days passed, still doesn't get any reply. And we have several mailbox
Help triggering a function based on date.
I'm trying to write a function and i'm just having a trouble figuring out what trigger to use. I want the function to run based on a date field. If the date is in the future, i don't want the function to run until the following day. Or if the date entered
Track task progress when task is assigned to multiple users
Hello, sometimes we need to assign the same task to all users in the organization (i.e.: when the task is "Send your ID document scan to the HR Manager"). I see a task can be assigned to more than one user. Problem is: if a user set the task as "Completed",
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