Zoho Virtual Account
ZOHO CEO account has access to all settings and permissions. You also get to see everything that is not always useful in practice. Can you create a virtual account that only serves as a CEO. With the paid account as manager, we as a user would only see
Upload a Attachment in ZOHO crm by API
Tips of the Day We can Upload the Attachment inside the Zoho CRM in a record using API. File Type:- Any file type like (mp3,jpg,png). First Get the file and make it a file resvp = zoho.crm.getRecordById("Leads", lid); attachment_Id = resvp.get("MP3_File").getJSON("attachment_Id");
Allow for synchronous API calls
Can Zoho Flow please add support for synchronous API calls, where you can respond to callers that invoke API endpoints? The current asynchronous Webhook feature is severely limiting and we have to use other iPass on the market that support this.
Unable to share a sheet.
Hi, i was trying a sheet with some of my collogues, they are registered on Zoho sheets with their email still when I try to share the sheet I get the following error. Share with non-Zoho user? You are about to share this file with @gmail.com who does
Save PDF with a field as the file name.
We currently have to save and rename all the PDF's we store for sales documents. Is there a way in creator to have these default to a particular field in the form?
How to change the address on my email to a shortened version?
Hello, I own magicsoftwaresolutions.com. I have already created email containing it like name@magicsoftwaresolutions.com. I don't own www.mss.com. Can I create email name@mss.com or some shorten version of my domain? What are my options to shorten the
Can more users have mailbox on same domain?
Hello, can more users have its own mailbox on same domain? For example: I have mail john@mydomain.com which is working without any problems. Can I create different user, lets called it Frank, and then create him his own mailbox on same domain - frank@mydomain.com? Is this even possible? I found only how to create aliases for one mailbox. Thank you!
Email for our company and sharing
When we started with just one person we set up my email and configured zoho around that email. All communications came via that address and it was also linked to my account. As we grew we have not found away to share that address with other users so we
Word Template Merge Not Working
Hi from the UK, I set up a new computer yesterday and today I am unable to merge an existing Word Template, on either the new or old computer. Basically, I select the Template then select the Contact and click Merge. All that happens is a blank page is
integrating lead module with zoho desk?
Hello, I wanted to integrate all of my leads including contact and lead modules but Zoho just allows to integrate ''contact and account modules'' between Zoho desk and Zoho Crm. The majority of my customers are in the lead module. How can I solve this
Calendar problem on Android - unable to load schedules
We have just migrated to Zoho. My calendar on the desktop has my diary. I have just downloaded the Zoho calendar app v1.1.1 onto my Android phone. I get an error message that says "Unable to load your schedules" And the options are "retry" - which gives
Delete Tags from Zoho Mail?
(accessed from chrome browser) Hello, I recently attempted to add a new tag to an email. I named the tag and chose the color. However, there was a delay in the system being able to apply it after being saved so I added another, then another, then another.
Search in Zohomail not working
Since morning, search feature is not working. When searching something, it keep on searching but not result. And sometimes it says no result even when I have thousands of emails with the same "word." Also, no-one is answering customer care helpline
I just sent an email to my Zoho account and it ended up in the associated email account.
It seems that with some accounts it automatically goes to the non Zoho account. Who wants this? We got a Zoho address because we want the mail to come here. Could there be a setting that was activated to cause this bizarre behavior?
Emails not being received from Cliniko
I have recently moved to Zohomail from another email hosting provider. Some emails are not being received from cliniko.com
Help to Copy data from CustomModule and Contact to Potentials Module
Hello, Our Challenge: We need help with the deluge script to update the Potentials Module with data from Contact when it is updated. We have a custom module ("Coaches"). It has a many-to-many relationship with Contacts. One coach will serve many contacts.
553 Relaying disallowed
Hello, if I send a test mail to my Zoho mail it say everytime: 553 Relaying disallowed Please help to fix it. All settings are fine. But still the issue. I tried to send mails from Gmail and few more, but all say the same error.
IMAP Login issue with Fountain CRM
I am using Fountain CRM tool to help me hire and recruit employees. A fundamental part of using Fountain is syncing your calendar within your existing email client with Fountain, which requires you to login using IMAP. All my setting are correct (enabled
_Exactly_ when does an Immediate Action in a Workflow occur?
My use case: When Invoice Status changes to Sent, I want to update data just before the actual server-side Send action occurs. The programmatic data change would be in my custom function. Does the Invoice get Sent AND then the Immediate Action processed
I can email gmail accounts but if I reply to one, it bounces back.
This has only been happening recently. This is the error code it comes back with: ERROR CODE :550 - 5.7.26 This message does not pass authentication checks (SPF and DKIM both 5.7.26 do not pass) etc
Limit the number of "free" tickets for each user
I was wondering: is it possible to limit the number of tickets a user can send? For example a maximum of 10 tickets a month, and maximum 2 opened tickets simultaneously? I want to offer a paid support for a product which has a "free tier" and then user
Cannot update Tag via API
I'm trying to change Tag via API, but it has no effect. I've tested my code - it can update other fields, so I suppose something is wrong with the POST body. Here is my POST body sent to /crm/private/xml/CustomModule1/updateRecords?newFormat=1&version=4&scope=crmapi&authtoken=****
My Zoho email won't attach anything
Hi I have an issue where i can't attach anything with zoho mail. It doesn't always happen but very frequent. I did click the attach and picked the file. The attachment wheel came up then after it's finished the file was not shown there. I made attempts
Undelivered Mail Returned to Sender
This is the mail system at host gcp-prodpci.sabre.com. I'm sorry to have to inform you that your message could not be delivered to one or more recipients. It's attached below. For further assistance, please send mail to postmaster. If you do so, please
SalesIQ Online Visitor not displayed in CRM
Hello, I have 2 users who are - administrator in CRM - administrator in SalesIQ The SalesIQ - CRM integration is active. For one users, the Visitor Online "widget" (I don't know how it is called") is displayed at the bottom of her CRM window (screenshot)
Workdrive auto add (1) characters in file name
Hi, Sometimes, when I drag and drop a folder with a list of files in the Finder (on Mac) synced with Zoho Workdrive app, there are some files with (1) added in the file name. This annoying since I have to remove all these characters to properly clean
Zoho Mail-phone and desktop app not syncing with CRM.
Is there a way to sync the mails sent via the desktop app/mobile app with the relevant contact/lead in the CRM? At the moment only emails sent from within the CRM are registered. Thanks Even an external add-on would be useful .
google-mybusiness-integration-for zoho-desk
We are having issues with this integration , for ZOHO DESK . Payment for google my business add-on was done for our organization , using one agent account to access the payment page , the rest of the agents on ZOHO desk can't see the add on , we want
↣ ↣ Mobile App for Help Desk Portal ↢ ↢
Namaskaram! Help Desk Portal becomes a key touchpoint for a company with its customers/partners. Its capability with tickets, knowledge base et al makes it an indispensable tool to a company's external network once they get hooked to it. From this perspective,
Ability to poll project team for meeting availability
I was wondering if there was a function to propose several times for a meeting and then poll the team for availability (like Doodle). Thanks, Cathy
Dismiss Due Date automatically on Zoho Desk when agent replys
Is there way to automatically dismiss the due date automatically when reply?? thx
Zoho Flow Bookings to Zoho Analytics Date Conversion
I need to cover a date from Zoho Bookings to Zoho Analytics using Zoho Flow, Date format from Zoho Bookings - 15-Feb-2023 14:00:00 dd-MM-yyyy HH:mm:ss Analytics needs - yyyy-MM-ddTHH:mm:ssZZ What is the Custom function to do this?
Multiple Bugs involving Page Name
The Zoho Wiki code that handles the page name has several bugs that transform the name entered by the user into something unwanted, undermining several use cases. These bugs are not new, but my aggravation about them has recently increased due to needing
Set Plain-Text view on email?
I get a daily newsletter from Audible. They include both plain text and html versions of the message, but only the plain text option includes the name of the book (in the html version it is part of an image). Since I'd rather not download images and activate
Customer Newsletter - February 2023
Hello Everyone! We are thrilled to announce our customer newsletter for February 2023! Check out the February newsletter to know all about our newest features, upcoming features, blogs, product tips, webinars, and a lot more. Click here to read our latest
Can't submit the form
Dear Zoho teams We try to submit my form but it said : Error occured while submit the form Unable to upload attachment. Please contact the forms administrator. how to fix it? Form link https://forms.zohopublic.com/jubi/form/PendaftaranDiklatJurnalis
Extension pointers - Simple yet significant pointers #11: Testing an extension in sandbox
After developing an extension using the Zoho developer platform, developers will want to test it before publishing it and making it available to end-users/customers. The Zoho developer platform includes a sandbox testing environment, which is a simulated
Customisable webhook payloads for Zoho Forms
The Zoho Forms webhook integration isn't useful for me because I can't craft a JSON payload in the format I need. In CRM, I can set it up like this Can we have the same interface for forms?
Delete duplicate events in calendar from google sync?
I accidently synced my personal calendar as the primary, and then set up "unavailable blocking" for my work calendar. I corrected it, but now my zoho calendar is full of duplicate events. how can i delete all calendar events that were imported from google
Data Entry Form?
https://help.zoho.com/portal/en/kb/sheet/working-with-forms/articles/create-a-form-in-zoho-sheet Is it still possible to create a data entry form using ZOHO Sheet? I referenced the link above and I d o not see this option? Thanks
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