Added a field in CRM, and not showing up in my database
Hello, I recently added an equation field to the Potential module of our CRM that I need for reporting. Unfortunately it does not show that column in the database. How do I get an added field to show up so that I can bring it into Reports? I don't see that option. Thanks. ***After some searching, found the answer. 5. Can I add custom columns or new fields? Yes, you can add custom columns or new fields. Follow the steps given below to synchronize your custom columns into the Advanced Analytics Add-on
Mailbox Delegation
Hi, ...as am member of Zoho One we are missing the Mailbox Delegation feature explained here: https://www.zoho.com/mail/help/mailbox-delegation.html Can you help?
Zoho User Group Mumbai Meetup - Zoho Sign + Zoho Contracts in Zoho CRM
Hello! Are you a Zoho user that uses Zoho CRM to manage your customer data, and Zoho Sign & Zoho Contracts to send out business documents, agreements, and contracts for signatures on a daily basis? Here's a chance for you to meet, connect, and network
Reset Stats in Zoho Desk KB
As we're populating the wonderful Zoho Desk Knowledge Base, the team constantly reopens and edits the article. The analytics numbers will be so off in regards to the real customer usage when we launch. Is it possible to reset all stats once we finish
Mails sent from Zoho are being shown as spam in the recievers inbox.
When I send an email from Zoho Mail, the email always ends up in the spam section of the recievers inbox. How can I fix this?
Mails sent from Zoho showing up as spam
Emails I send from zoho mail with my custom domain show up in the recievers inbox as spam. How can I fix this?
Merging Ticket upon successful submission of the form
Hi Zoho Team, Requesting you assistance again. I'm creating an automation workflow that on every successful form submission, the email notif will send to Desk then merge the created ticket. I came across to this command: zoho.desk.ticket.merge My code
Notification
Hi Zoho team, I would like to ask how can we get all notifications from different tools (social, connect, CRM, contact manager.. etc) Is there an integration or plugin for it? Where we can see all notification from different tools in one place... Thanks
Cant Submit Form
The form cannot be submitted, it always returns to the front page even though all forms have been filled out according to the provisions. Please help. Thank you
can i use zoho mail api in zoho mail free plan?
topic
send bulk email slowly and in queue
I want to send 100 email in a day how can we send email slowly and in queue . I want to send the same email to many different people but very slowly
how to use deluge to write a custom function to automatically upload attachment to another API
This doesn't quite explain it all: https://www.zoho.com/deluge/help/mail/get-message.html how to use deluge to write a custom function to automatically upload attachment to another API Zoho Creator cant export PDFs unless they're published un-securely
Notification emails
Hi, I suddenly stopped receiving system notification emails. In particular, task assignment notification emails do not come from the system any longer. Any idea what may have caused the sudden change? Thanks in advance
Can I trigger field updates when a counter is 1 Greater than predecessor
I'm wanting to datestamp each update to a counter Number field in an associated Date field. In making the workflow rule, I chose the counter (a Number field) that increased by 1 each time a work event occurs. My logic options are =, !=, <, <=, >, >=,
Mac outlook 2016 issue
Hello, I just setup 2 factor authentication for newly created account. I am able to log into my account from browser and iOS zoho app. However, I am unable to add zoho account in my outlook. I have Outlook for Mac version 16.13. I followed all instructions
How to convert date to Month and Year string/name?
Hello, I am trying to find a way to convert a value from a date field to two separate input fields: Month Name Year Name So if the date in the date field with the name "Invoice_Date" is 31.03.2023 the values should be: Month Name: March Year Name: 2023
Automatically create deal from Contact
Hi all, I would like to write a custom function to automatically create a deal when a new contact is created in our CRM. I have found in the community forum how to do it from a new account creation but I would like to do the same from a new contact creation. Could someone help me with Deluge script? Thanks a lot ! Ganesh
Some Fields updated- TimeLine
I noticing that on some records the timeline history is showing "Some Fields updated" but on others the update values are shown with details ... and some don't show any history at all, even though updates have been made over time. How can i see what fields
Forms / CRM Integration - Lookup Fields
I am using Zoho Forms to capture referrals from 3rd parties. The form creates a new entry in a custom module. The person filling in the form is a contact that is linked to the custom module. It is imperative that they are connected. The Forms/CRM integration will allow me to populate standard fields, but won't allow me to change lookup fields. As a result, I can't capture the person referring. I thought I might be able to code something from CRM to find the form, capture the referrer email,
[Webinar] Simplify document creation with advanced options in Zoho Writer
Hi, We're excited to announce Zoho Writer's upcoming webinar for March: Simplify document creation with advanced options. Learn about the various options for creating clear, concise, and professional-looking documents in this webinar. This webinar will
Zoho for Scammers
Sooo, it appears that Zoho is becoming popular with users/groups who are in the profession of scamming people...unless the link is from Zoho staff who engage in the same. I received a text message which stated my Netflix account was on hold and it asked
managing emails sent from zoho recruit
I would like to start sending more emails out of Zoho Recruit. When I send emails to candidates from Zoho Recruit where can I find the email sent (ie a sent email type folder).? The only place I see the email is in the individual candidate record. Is
How can I change email sender in CRM functions?
Hi, I want to send email from a CRM function by using Deluge sendmail command. It only allows to write "zoho.loginuserid" as "from". When I changed it, I am getting this error: "Failed to save the function. Please specify a valid from email address".
Cannot locate specific field in Zoho CRM data table inside Zoho Analytics
On Zoho CRM there is a field called "Validated date" (see screenshot) when viewing a customer's account details, and I cannot seem to locate that field / column in Zoho Analytics when trying to build my report. Any idea where I can find this field or
Correcteur orthographique
Pourquoi le correcteur orthographique en français fonctionne dans les titres des notes mais pas dans le contenu des notes ?
Node.js function to link form fields to JSON data
I am working on a project that will use a Zoho Form data to populate a "Leads Inbox" on a third party app. I am able to make the API call and send out "dummy" data successfully. However, I am not able to link it to the form fields. I do have the form-link
Edit Link From Email Notification
Edit submission link is requiring to log into zoho to edit submission. Don’t want to require clients to register if can be avoided. Fairly confident that form is shared publicly is enabled. Example https://forms.zoho.com/tankerwashusa/form/Warehouse
Zoho Books: A Rundown of 2022
Hello users, As we look back on the past year, we are proud of the progress and improvements we've made to Zoho Books. From new reports that provide better insights into your finances, to a new integration that fetches bank feeds seamlessly, we introduced
How to create a custom button that filters records in list view
Hello, I am looking for a way to create a custom button in the list view (module "Invoices") that is filtering the records by specific parameters. I.e. if I click on this button there should be displayed only records/invoices that match the following
Request for access
Hi everyone. Please help me. When I try to access a spreadsheet that a friend sent me by link it doesn't open, it says I'm not authorized to access the spreadsheet. Please help me. Thank you
How to get values from all linked records frome the same module?
Hello, I have created a custom module "Subscriptions" and different records from the module are linked to one subscription. I want to check the values of the field "Payment status" of all linked invoices (module "Invoices") and synchronize it to the field
An Overview of All the New Updates From Zoho Vault
Hey everyone, I hope you had a great holiday season! Over the last few months, we released a few new features and enhancements to Zoho Vault. Here's an overview of all the new updates in case you've missed any. Seamless TOTP integration You can now associate
CRM and Books sync duplication
Hello, I am having an issue with CRM and Books synchronization. I am writing it here because I tried to reach you over the online chat, but I always got no helpful solution, so I thought to make a topic here to follow up here correctly. When the sync
ZOHO CRM: Issue on sending email
Hi there I've been sending a few emails today and it's running OK. However, just now, I am having an issue - have a pop-up saying: "Sorry, there was a problem processing your request." So I waited for a few minutes and still had the same issue. Any ideas?
How to organize Ticket access in teams
How do I give ticket access to the users' of the same team? I can allow access if the users are in the same account, but this does not work for us in all situations. Here is my challenge: Our Core product is a subscription-based online service. The companies
Locked Accounts
Hello, Several accounts on the chart of accounts have a locked symbol next to them. Can those accounts be unlocked so they can be managed like any other acccounts, or deleted if they are not in use? Thanks, Olivier
Send Emails of Zoho Desk by Amazon SES
Hello, I Want to send zoho desk support emails by amazon SES. Please provide me the process, if there is any possibility for that.. Thanks
How to return the content of a Lookup field rather than the ID
I wish to use Setvariable using the content from a lookup field but i am only getting the ID. A method? Gosh I wish there was some really basic resource with lots of examples to facilitate learning Deluge . Deluge for Dummies - I like the alliteration.
How to embed a survey in an email?
Hello, I would like to know if it is possible to embed a survey unto a Zoho email, please. Regards,
Rounding to nearest 100 or 1000
Is there any way to round price to nearest 100 or 1000 automatically in pricelists or invoice? The current rounding option is only to nearest 1, only eliminating the decimals. Because in my currency the lowest you can pay by cash is 100 and sometimes
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