[Webinar] Humanizing insight delivery with modern BI & analytics platforms
Hi there! BI and analytics today extends beyond crunching numbers to deliver business insights, covering every aspect of a user's analytics experience. In that context, users are now looking for more consumerized experiences when interacting with data
Add merge fields in email template signature
Hello, I've created a mail template which will be used to send follow-up email to the lead we've met at a Industry fair. The leads are added to the CRM by multiple Sales rep, so each e-mails must be sent using: the lead owner email address as sender the
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I have this email carol@user.com.sg, but I couldnt send outgoing email. Can you please help?
Mass Data Migration (Import) with current and past Users
Hi Team, I am belive I am about to face a significant problem when trasnfering data from a Zoho Creator Database into the Zoho CRM ecosystem. I have mutilpe Modules, that are all linked. I can manage that data transfer, with ID's to reference each other.
How to delete or change stage history?
Hi, I saw previous posts where people was asking about it but the answer is not clear or very old. I have the hope that could be posible now. I modified a potential wrongly and the stage history is affecting my reports. Can I delete it or modify it? Thanks in advance. Dennis
Incoming mail delivery delays
In the last several days, I've been experiencing random delays in incoming mail delivery - a message would occasionally arrive several hours or days after the sender's timestamp. While these were low-priority automated messages from various forums, I didn't really pay attention, but just a few minutes ago, around 21:15 local time, I received an important e-mail from a client timestamped 10:49. I looked at the headers, and the problem is clearly on Zoho's side. The headers say: Date: Thu, 15 Jan 2015
Cannot change japanese text font when doing pdf export
I use openUrl to export my report with specific ID, but the Japanese font does not look clean when exporting. I have tried changing the font within my RTF, but no luck. Any idea on how to fix this?
Zoho Creator Programming
Dear all, I'm new to Zoho and I'm keen to find out more about Zoho scripting. 1) This is related to the extensions displayed at Zoho Marketplace, were extensions developed using Deluge alone? 2) Is Deluge powerful enough to do anything for you within
GET /api/v1/agents/???/photo return err400
Trying to get desk agent's photo using this query: curl -X GET https://desk.zoho.eu/api/v1/agents/?????????/photo?orgId=????? -H "X-com-zoho-subscriptions-organizationid:????" -H "Authorization:Zoho-oauthtoken ????" I always get response code 400. I
Creating dashboard in zoho creator
Hi Folks, How to create a dashboard in zoho creator app using zoho analytics?
Canvas - Related list block not populating?
I have a Custom Module called Customer Onboarding, I have linked this to accounts with a lookup, however when I have created a related list block within Canvas nothing shows.
out-of-office auto-reply reopens a support ticket that has been closed
We utilize the notification rule to "Acknowledge Contact when the request is closed." However, when a Contact is out of the office, their out-of-office auto response reopens the ticket. Is there a way to turn off the functionality where a Contact is able
Fetch lookup field with normal field
Hey! I have a custom module for incidence. The workflow is the next: Incidence department send an email to a custom email from zoho(like this can be done the email parser). After that, it creates a module entry in "Incidences". Here everything works perfect.
How do you edit Manufacturer's in CRM
Hello- How do you edit the manufacturers in CRM? See screen shot that has preloaded manufacturers.
The Integrated customer reports dashboard - Accurate, real-time updates for every conversion
LandingPage , Google Ads , and Zoho CRM have come together to form a productivity bundle that streamlines your business processes and optimizes your workflows. When users integrate their landing pages with Google Ads and Zoho CRM , they can monitor their
Fetch input value of field for validation rules function
Hello, I want to validate a field in zoho CRM to make sure that the input someone is entering in that field is less than a variable that I created in the zoho deluge function. How do I get in the deluge function editor the input that someone put into
Assigning tasks in Workflows to other users
Is there a way, without a code, to be able to schedule tasks on a workflow, or even just trigger the creation of a task, for a different user than the 'Deal Owner'? You can use similar logic for email addresses, by choosing the relevant user look up,
CRM extremely slow, crashes regardless of browser
Hello, Lately when working with the CRM i've seen that it struggles with loading times and becomes unresponsive, regardless of the browser or device i use to access it. This sometimes causes the entire browser tab to crash and freeze and the browser in
How does a single marketing, sales, accounts & projects team manage multiple organisations with different work scopes
Dear Zoho Experts, Greetings! We have multiple organizations but managed by a individuals in the respective departments. Would you suggest if we should go by an all employee zoho one plan for differentiate departments with individual apps. We have employees
How do I meet an expert?
I clicked on the book expert assistance button. I got an email confirming my meeting. However there is no link to the invite? How do I join this?
Random Number Button
Hello everyone, I am trying to create a button that will generate a random number and post the values to a formula field within Zoho CRM so I can use that random number as unique identifer rather than the Zoho CRM ID which increases sequentially. Below
"Liberate" Series of transaction numbers that have been cancelled
In my country, it is mandatory to use numeration on each invoice that is generated. Let's say I have got A001, A002, A003 and A004 invoices. If for some reason I have to repeat an invoice because the employee sent the price wrong, I proceed the following
User-defined global variable
Is there something like a user-defined global variable that can hold values among forms and pages within an application? I would like to do the followings: When accessing the application for the first time, Deluge script run and store the values to user-defined global variable. While the access, the user-defined global variable can be used in all forms and pages.
SalesIQ Bot Not Getting Zoho Creator Page URL
How can I pass the Zoho Creator page url into SalesIQ...it seems it is passing something related to the Page Element or Javascript widget. I really need to be able to identify what page the user is on to implement a useful Bot. A snip of the url that
SalesIQ Link Not Getting Page URL from Zoho Creator
How can I pass the Zoho Creator page url into SalesIQ...it seems it is passing something related to the Page Element. I really need to be able to identify what page the user is on to implement a useful Bot. A snip of the url that is appearing in SalesIQ
ZOHO PLANTILLAS
Cuando quiero crear mi zoho plantillas desde el dia de ayer no me sale ninguna de la opciones que aparecen en la parte derecha de la pantalla ( Archivos Adjuntos, Cancelar, Vista Previa y Guardar). Ojala puedan ayudarme ya que necesito seguir plantillas.
Mails to certain emails blocked due to spamcop
I am having the following issues with at least 2 email addresses, both seem to be from mweb.co.za emails and from the IP address, 136.143.188.12 Error message: This message was created automatically by mail delivery software. A message that you sent could
How to remove fields on ASAP ticket form
Hi, I have set up ASAP to embed on my SASS platform. This will be used primarily for Knowledge base articles and customer support ticket creation. The support ticket form allows customers to select product name and priority. How can I remove both these
Fix the most basic basic issues before so called "New features" that the select few request
Along with others that have mentioned required fixes below,... My biggest annoyance is with purchase order receives. Many of us receive more / less quantity than than the quantity ordered so we have to amend the PO every time items are received, some
Align Text, Number, Decimal Features
Hi, I would like to have the existing features below in all these fields: Prefix Suffix Entry Format (For Number this could handle the decimal places/separators) And add padding to the above fields and the Unique ID field to allow generating outputs with
How do you filter lookup fields?
so I basically subcontract services. i've created some custom modules. "Service Vendor" and "Services" I want to be able to then have a contracts modules that I built have a drop down for "vendor", then The services drop down gets filtered for the services
Can I share my Zoho spreadsheet with others
As a data entry professional, I utilize Zoho for my work and I'm interested in knowing if I can share my Zoho spreadsheet and database with basketballist company. If so, I would like to know the steps involved in accomplishing this task. Any guidance
Restrict access to one spreadsheet
I have a file with three sheets . Each sheet is for a particular individual to enter data. how we restrict the user to view the other individual sheet except the owner
DKIM Authentication: Cannot be verified due to incorrect TXT record.
Hello, I've successfully mapped my domain name to Zoho Desk (https://help.brightpen.ai) but now I'm having trouble with DKIM authentication. I clicked on Email > DKIM Authentication and then clicked on "Verify". Then I added the DNS records as instructed.
How do you set up multiple domains with multiple email boxes?
I have the plan which allows me 3 domains, I tried to setup 3 email boxes/accounts but only the first 1 works. I can't seem to get the other 2 up and running. Example, my 1st email is first.com and it works, but I try to setup second.com and third.com
Link Domain To Personal Zoho Mail Account
Hello, Is it possible to link a domain to a personal Zoho Mail account? Also, do you do paid personal plans? Thanks, Ryder Cragie
Ability to duplicate calendar appointment with one click.
Is there a way that we can duplicate an appointment? This would be different than the repeat appointment feature. I keep a lot of information in the description box for each appointment that I have. When I have follow up appointments with the same client
same name of account on several domain (one tenant)
We subscribed a plan with 5 licenses and we manage 3 domains. One domain is first-domain.it and another one is second-domain.it We need the e-mail account info@frist-domain.it AND info@second-domain.it We already created info@first-domain.it BUT it is
What is the process of getting a ZOHO Mail
We as a Leading Pipe Fittings Manufacturer in India need to get zoho mail for our compay to manage and have a professional interaction with the employees.
Currently unable to send email in Zoho Mail. I do not receive an error, it just does not send. I can still receive emails, I have not made any DNS changes,please help
I have already renewed my domain and I’m still unable to send emails
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