Attendance API

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• Sticky Posts

• Zoho People 2.0 Help Manual

  Hello All, Zoho People Help Documentation is now available at this link. Please go through and get in touch with us at support@zohopeople.com in case of any questions. Regards, Hemalatha Chandrasekaran | Zoho People

• Team Zoho People in your city!

  We are back with our next series of community events to meet you at your city! We are delighted to invite you to join us for a day of insightful sessions, interactions with other Zoho People users, and one-on-one sessions with our product experts. This

• Come, join our HR Community!

  Hello everyone, We are delighted to invite you to join the HR Community, an exclusive forum for HR professionals around the world to collaborate, learn and grow together. In the HR community, you will be part of a tight-knit HR group, wherein you can,

• Ask the experts: A 5-hour live Q and A session on Zoho People

  We are back with the 'Ask the experts' session of the month! Your platform to get instant answers to your questions on Zoho People is now open. Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions. What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions.You can start

• Ask the experts: A 5-hour live Q and A session on Zoho People

  The awaited 'Ask the experts' session of the month is here to give instant answers to your questions on Zoho People.  Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions.   What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions. You can start posting your questions

• Recent Topics

• Whatsapp integration update.

  Please, there is no way on WhatsApp integration to know if a message has been read, or has been managed by a member of the team. There should be a way to add contextual info or something please.

• Initiate conversations anytime with WhatsApp's Templates

  Previously, in Bigin's Messages module, you could only reply to customer-initiated messages, but with this enhancement, you can now initiate conversations using WhatsApp templates. A WhatsApp template is a pre-designed message template designed to start

• Why only one skin tone option for raised hands?

  If there is only one skin tone option, it should be one weird color as opposed to just pink. Is there a way to change skin tone on the user's end?

• Important update in Zoho Forms: Enhancements for improved email deliverability

  Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com

• email Signature from Contact page not working

  Hey guys, I just set up my signature for the email i integrated with ZOHO. It works when I'm using the email client but when I send an email from the contact or lead page it doesn't add the signature. problem on my end or ZOHO's? thanks for the help!

• How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

  Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

• Zoho Analytics - Only show certain data labels

  How do I only show certain data labels on my charts? I have a combo chart with 3 data bars and 1 data line. I only want to show the data label for the data line, not the data bars. How can I do that?

• Email Verification on Subdomain

  Hi, The latest guidelines for setting up an email newsletter are to set it up on a subdomain of your main domain so that if you get put in a spam block, it doesn't block all your company email. We have been trying to set this up and managed to get our

• Mass Update Status of Job Openings

  It'd be incredibly useful to be able to mass update the statuses of job openings. I've just been told six jobs are on hold with the same client, so at the moment I need to update all of them individually. Cheers

• How do you manage sales forecasts by deal when you're a SaaS (subscription) provider?

  Hello, I was wondering how you forecast revenue as a SaaS? Because my LTV moves all the time and I was thinking of updating the amount of each deal in the pipeline according to my LTV stripe, but is it possible?

• Zoho CRM - Conditional Assessment for Blueprint Automatic Transition

  Hi, Currently, in Zoho CRM’s Blueprint process, the Automatic Transition feature does not allow for conditional assessments before execution. This limitation significantly impacts workflows where a transition should only occur when certain predefined

• Pending Dispatch Status on Transfer Order TO

  Hello, when our branches request stock, we initiate a TO which puts the item into a "In Transit" status otherwise someone else may try to sell that item, which could be problematic if the item has limited quantities. The problem is that if the item has

• Zoho Desk's ASAP announcement | Time to embrace the enhanced JWT Authentication Mechanism for ASAP | Dec'23

  Hi All, We are eager to introduce the enhanced JWT authentication mechanism for accessing your ASAP add-ons. Effective December 25th, 2023, the ASAP's old JWT authentication mechanism will be deprecated. This means that the option to switch to the new

• Trying to copy Active Leads to a Custom Module called Dead Leads

  Hi, I am trying to code when the "Active Lead Status" field is changed to "Dead", a copy of the record should be created in the "Dead Leads" module while keeping the original lead in "Active Leads." I am using the following code but I keep getting the

• Zoho Desk add OIDC federation for 3rd party IDP

  Please consider adding the ability to use OIDC/OAuth compliant Identity Providers to Zoho Desk. You currently have Zoho, Microsoft, LinkedIn, Google and Facebook. But if you added the ability to use ANY OIDC compliant provider, you would add compatibility

• how to create a company without an assigned owner

  In my company we are reassigning accounts and we need to leave some companies without an owner to review their potential and then assign them, but the options that appear in owner require that they be assigned to a seller, how to leave them without an

• Matrix dropdown

  Is there a way to create a matrix question with dropdown answers but 1 row correlates to 1 column? So really I want to combine 4 dropdown questions into 1 matrix but each question has a single, and different, dropdown for answers.

• Managing Rental Inventory in Zoho

  Can Zoho Inventory manage rental inventory efficiently, or is there another Zoho app that would be better suited for this kind of operation? Looking for advice on the best approach. Thanks in advance.

• Code API récupération enquêtes et documents

  Bonjour peut-on générer des codes API avec Zoho Survey ou Forms afin de récupérer des questionnaires existants sur nos autres outils ? Comment procéder ? Faut-il disposer d'un abonnement particulier ?

• Field Updated based off Call Status

  I'm trying to create a Field Update where: When Call Status is Completed Lead/Contact/Account Description field with the information in the "Outcome Of Outgoing Call" Description field. Once our sales team finishes their calls and they add a description

• User Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)

  Problem: We use quotes which convert to sales orders but Users / Sales Reps do not create opportunities / deals and go straight to creating a quote. This leads to poor reporting. Implementing this solution improves reporting and makes it easier for users.

• Mass Action Button Script

  Hi all, I've been trying to search a lot of places for a solution on how to do a button placed at the "Mass Action Menu" and thus only updating multiple CHOSEN records at once. After finding no success whatsoever, I decided to just run and test whatever

• Time Zone Sending in Marketing Automation

  Good day...can anyone share if they have been able to get sending via Time Zones to actually work? Our data is 99% perfect, with all the time zone criteria met, yet the results are completely off target when we try to use it. We've had varied results

• Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)

  Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites

• Round robin not processing backlog tickets

  We set up a round-robin for one of our departments which initially worked, but something seems to have broken during the 'tweaking' process as it will no longer assign backlogged tickets of any kind. (I've included images of the settings.) Based on the

• when I open my sheet ,it always start at "A1" despite I left it at "N234"

  when I open my sheet ,it always start at "A1" despite I left it at "N234"  Is it possible to make the sheet open where I left it? 

• Why is this an Invalid Collection String Error?

  Here's the code snippet: Enddate = EventEnd.toDate("yyyy-MM-dd"); EventCollection = Collection(); EventCollection = zoho.crm.searchRecords("Events", "(End_DateTime:starts_with:"+Enddate+")"); for each eventday in EventCollection { //create a list of events

• Firebase Functions integration

  Hello Zoho Team, Please advise how I can configure SMTP in my account to facilitate Firebase-triggered email functions. Please note that I desire to send an email with a JSON object collected from Firebase Firestore and included in my mail to forward

• How to provide recommended KB articles in the welcome message

  I'm new to Zoho and am looking to replicate something I did for a previous employer. I want all newly created tickets to receive an automated welcome message that includes a few recommended articles from our knowledge base. Ideally there would be a way

• Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

  Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

• So many tools...

  As a low- to no-code user and no funds to budget, there are so many options to choose to get my work done and when I start thinking about workflows for people other than myself, I get confused about the most streamlined way to move forward if I can get

• Zoho Creator to Zoho Books

  Hi, I use Zoho Creator and Zoho Books. I use Creator to produce and send invoices (for specific reasons) but want to create a corresponding invoice in Books. Has anyone done this and if so, how? I have the following documentation but can't make sense

• Subform Zoho Form to Creator

  Hi, I would like to be able to retrieve the values of a Zoho Form subform to create an entry for each in Zoho Creator. To send from Form to Creator, I use Zoho Flow. I have a custom function, which should normally retrieve each field value then create

• Doesn't Catch Duplicate Accounts

  Zoho is very bad at catching duplicate accounts. If we have an account in Zoho, and we import the same account but with "Inc." or "LLC", it doesn't catch it, it just duplicates it. When importing from another app (like ZoomInfo) I set it to catch duplicates

• Building a dynamic scheduling assistant with Zobot!

  We received requirement for a bot that can dynamically generate date-time slots which do not overlap existing event timings in Google Calendar ie., if a slot is booked then it will fade away from the time-slot widget. Bot Requirements:     A bot that can:   Construct dynamic non overlapping date-time slots   Exclude a specific date or week days while generating the slots  What does this Zobot do ?   When a visitor lands on the site, the bot displays a welcome message and asks for the visitor's name

• Créer un second centre d'aide dans Desk

  Bonjour, je souhaiterai pouvoir créer un second centre d'aide dans Desk afin d'avoir un service complètement indépendant du premier. Le premier fonctionne bien, il est pour notre service client. Mais j'aimerai maintenant pouvoir créer un nouveau service

• Email Campaigns overview page is missing SENT DATE and # people sent to!

  I would like to see the date the email campaign was sent, so I can understand and track when each email campaign was sent. Right now, unless you go to a contact who received a campaign, you cannot see when the campaign was sent (!!!!!!). So, if my boss

• Create an event from mail

  From mail I can create a task but I cannot create an event.  What am I missing?

• How to customize Check Out form, process & design

  Hi Just set up my first shop and changed the design quite a bit. Like it so far! However, did not manage to change either Design, nor Content, nor Process of the Check Out. Where can I change this? E.g. - change the font of the check out forms - change

• Issue with bulk importing into commerce (updating existing products)

  Hello All, I'm struggling to bulk update my existing products within my shop. I have exported all the products and appended the image url (copied from another product within the file) and then important back into commerce. The file is accepted but flags

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