Incompatible US EU customer accounts
Hello, A few days ago, I migrated my company's account from DC US to DC EU. Following this migration I have many problems. For example, I had several external clients who had access to projects on Zoho Projects. I tried to invite them but the support
How do you change the height of a row in a table?
I'm new to Show so forgive me if this seems a dumb question. I'm adding a table to a slide. I want to set the rows to be a specific, fixed height in cm. I just can't find an option to do this. Can somebody point me in the right direction please? Many
Company images on Account - get a report/view of those Accounts that does not have image?
We use a few Account images - on the Account, we add the logos for each Account. Is there a way to get a report on those Accounts that does not have an Account image? I have not seen what report/field that would be. Anyone knows this?
Combine multiple records into 1 subform entry
I'm wanting to combine multiple records into 1 subform line on another record however there's a catch. Here's what I need to do: Let's say I have 5 records, each of them is linked to a product, however there are only 2 products among the 5 records. i.e
Zoho Projects Due Date Display as "Today" or "Tomorrow" Question
Under Zoho projects, is it possible to have the due date displayed as "Today" or "Tomorrow" if the condition of the due date is equal to being today/tomorrow? This was one feature in Asana that we really loved - not that it is a dealbreaker if not, but
How can be requests for new job managed in Zoho recruit?
If we use both Zoho people and recruit, can our managers (heads of department) use Zoho products to create requests for new job to HR department? The current workflow is following: a head of department needs some extra HR, he creates a request describing
Add Campaign Contact via Asp.net Website
Asp.net website. Need to add new contact to existing list in Campaigns. I've managed to get the ZSC key for Campaigns and the list key for the relevant list. I've also added the Zoho.Api NuGet package in my Visual Studio project. Where do I go from here?
multi-select field
Is it possible to change a Multi-select field to become a Pick list. if so how do i do that as admin.
Export Zoho Creator Report By the API
Hello Team, Problem Statement:- Is there anyway we can export the Report in Excel or CSV Format by the API inside the zoho creator. if anyone have knowledge in this area please help with the API. Thanks & Regards Piyush Goyal +91-8619164837
InvokeURL - Execution exception : 'Error due to - 'Internal Exception''
I want to be able to download an image/pdf from a url and attach it to a record in CRM. My code is as follows: file_attach = invokeurl [ url :imageurl type :GET ]; info file_attach; file_attach.setFileName(file_attach_name); new_attachment
insert multiple records from a number
The reason I write is that when the user enters a numerical value, this value performs a mathematical operation, for example, that the final result was 7, what he wants the system to do is insert a new record in another module depending on of the amount thrown by the mathematical operation, for example 7 e system creates 7 records for that record. I know that in other programming languages I only use a FOR (i: 0; i <7; i ++) and inside I specified that I wanted it to work. In this case, how can we
コミュニティダイジェスト 2023年1月
こんにちは。Zoho コミュニティチームです。 本年度より毎月、前月のコミュニティにおける活動（ディスカッション、イベント、プロダクトアップデートや活用のヒントなど）をダイジェスト形式で紹介します。 今年1月の活動は以下の通りです。 ディスカッション オンラインフォーラムへの多くのご投稿、ありがとうございます！ 1月の投稿内容の一部を紹介します。 [ Zoho CRM ] 複数サービスある場合の見込み客の担当者管理方法 小園さん、西尾さん、ご回答ありがとうございます。 Zoho CRMにおける取引先重複防止機能と統合機能の追加
Can you change how reports are filtered with deluge?
Hi all. I'm using C6. I have a list of records that categorize upcoming events by the sport played, with several lookup fields to other forms. While using test data, the reports are functioning as desired (I have kanban and list reports, and a calendar).
Creating a note from a Zoho Forms field
Hello, is it possible to create a note on a CRM Lead from a text area field in forms? Thank you
Zoho SMTP not working with Wordpress
Hi I've tried Zoho SMTP with Wordpress, but mail is not going through. I'm getting the unable to connect error. This is the error log: 2017-08-29 18:03:48 Connection: opening to ssl://smtp.zoho.com:465, timeout=300, options=array ( ) 2017-08-29 18:06:00 Connection: Failed to connect to server. Error number 2. "Error notice: stream_socket_client(): unable to connect to ssl://smtp.zoho.com:465 (Connection timed out) 2017-08-29 18:06:00 SMTP ERROR: Failed to connect to server: Connection timed out (110)
My account is restricted or banned
Hi, Im having problem sending emails, its says "No fue posible enviar el mensaje; Motivo: 554 5.1.8 Correo electrónico saliente bloqueado"
Is there a way to change the view/information of Contacts in the list that appears in Accounts?
I would like to change what Information is listed in the columns below. When I view an Account and scroll down to view the multiple contacts at that Account, the below view is what I can see. If I want to see more information, such as the person's Title within the company, or other information, I have to manually click on each contact to see that. So if I am trying to quickly locate the Accounts Payable Contact from an Account, I can see as soon as I scroll down to Contacts who is who within that
Option to choose a Contact as Primary for an Account
Hi, Is there a way to change an existing crm contact hierarchy? Since we sync the accounts & contacts to Books, the first contact shown in CRM is considered in Books ar the primary contact. Over time, this causes some problems when contact are e.g. leaving
Another mail server IP has been blacklisted
I would like to bring to your attention that another Zoho mail server IP has been blacklisted. I believe that it's important to resolve this situation and try prevent frequent recurrences. https://www.spamcop.net/bl.shtml?136.143.188.16
Organize your template gallery with Categories
Whether you're creating invitations, reports, or newsletters, you probably use templates to save time and maintain consistency. Picking the appropriate template from a long list in your gallery can be time-consuming. Introducing Template Categories: organize
Scale in radar graph
hi, We currently use the feature radar graph in Zoho report, even if this feature presents real limits. In this model of graph in Zoho report, it seems not possible to see the scale on the axes of the graph. Is it possible to improve this kind of graph please ?
Tally integration with Zoho Bigin
Hi, Has anyone tried Tally integration with Zoho Bigin. Please contact. Regards, Mili Juneja
huawei not supported .
Fot a new phone but dont think it supports zoho desk on the huawei device. Struggling to get push notofications to work. Any assistance maby on what to do
Can't link Zoho site to Name
I can't link my Zoho site to Namecheap correctly. Namecheap looked at my account and said everything is set up correctly. DNS checker shows my domain with the www is active, but not active without the www. When I type in www with my domain name, it goes
Mirroring Zoho client portal (from subscription) passwords and Wordpress passwords
Hi, I need a site where users purchase a Zoho Subscription and if so can purchase discounted tickets to our events, log in to restricted pages on a website and download restricted information. How can I do this? At the moment they use WooCommerce to purchase
Hide my Cliq Window at the time I'm sharing my screen
You all know the effect. We are running Conferences using the Cliq Desktop APP. When I want to prepare a screen sharing, I always clean up my desktop (minimizing stuff so it looks nice) and full-size the window, which should be presented first. Then I
How to find uploaded, non-synchronized contacts?
Hello, I'm taking over an existing Campaigns, and try to figure out what has been done. I know that - there is a monthly sync with CRM - contacts have been uploaded into lists using Excel Sheet My aim is to clean a bit all contacts, how can I find contacts
Bank Feeds not working?
I am trying to set up Zoho books for the first time for a very small business. I'm working with the free subscription which promises to be way more than what I need. I can no longer find the “automated connections wizard”, you know the one that display
Search API returns Invalid Input with correct payload
Hi, I'm trying to call the messages search API but for every calls I'm getting back the error: {"data":{"errorCode":"java.lang.reflect.InvocationTargetException"},"status":{"code":404,"description":"Invalid Input"}} Example call to the search API: curl
Search with deluge for a Task in Zoho Connect given a specific TASK TITLE
Is it possible to use code with Deluge to search for a TASK in Zoho Connect with any specific TITLE? I only know the title of this task, I don't have other information. I am programming from Zoho Books with Deluge, and it works for create a new task,
Show / hide fields based on criteria
I am trying to set up a field which is shown only when a particular entry is selected. When One-2-One training is selected, the implementation starting date should be hidden.
Introducing Geolocation for Zoho Desk
Hello all, Exciting news! We have recently launched our new extension, Geolocation for Zoho Desk, in our marketplace. With Geolocation, now you can upscale your agents' productivity and provide a better customer service experience. Here are some major
Zoho Vault Last Accessed Report
Is there a way in Zoho Vault to get a report of all stored secrets and the last time that they were accessed and by whom?
OneAuth not working with iPhone13 FaceID
I have no idea what category this should go into....... When setting up Passwordless access to my Zoho Vault using OneAuth, I chose Face ID on my iPhone13 for access. When trying to access my vault using the Zoho vault app it still only asks for the user
Zoho DESK , Unsupported Media Type
z_data = { 'subject': 'this is a subject', 'description': 'this is a description that follows the subject.', 'departmentId': '538218000081', 'assigneeId': '6710442', 'contact': 'Kenzon' } ticket = requests.post( 'https://desk.zoho.com/api/v1/tickets',
Need help: [Convert] Button to trigger a workflow or custom function
Hi, I have a "Convert" button where the Sales reps can click on to convert a Lead to Contact. However, I'd like our Sales reps not to be able to convert a Lead to Contact if the lead's email address is blank. Still new to Zoho, so I could really use your
Increase Target/Goal by $25k every month? (on the Dashboard)
We need something visual that shows us our total closing amount for the fiscal year. It doesn't matter what kind of Target meter or chart it is. I KNOW how to create a target meter with a static Target. However, we need the "Target" amount to increase
Allow Background Video/slideshow - & Click & Drag Options For Header/footer
allow users to choose weather or not to have a solid background or a slideshow/video. also allow more freedom to header and banner to move items in the place we want them. example move site title to a custom location like a click and drag option same for footer
Prevent selling of an item at a branch even if there is stock at another branch
Hello, feature to prevent selling of an item at a branch even if there is stock at another branch. In it's current form, the feature is pointless and just causes problems Thanks
Direct integration with Bigin
Hello, direct integration with Bigin. At the moment we have to pay for another application to get Bigin to work. Thanks
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