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Mass replace picklist value
I need to rename picklist option from "Option 1" to "Option 5". The value "Option 1" is set in about 1000 records in my CRM module. I am also using the that picklist in Reports and Workflows extensively. should I: A/ rename the option value and its reference
Support needed
Can I get an actual response from customer support that actually solves my problem. I need my super admin account password reset since something got messed up during setup. It says I cannot reset it myself and have to contact customer support. I did. Someone called me on Saturday and told me they couldn't do anything but should receive an email shortly with reset link. I have yet to receive this email. This service is absolutely useless if support cannot be provided in a reasonable time, especially
Tip #1: Grouping (Filtering) records in the CRM mobile app
Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel time
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. We sent emails to our new clients and send occasional promotional emails to them too. https://ushoroba.co.tz
Error
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. please unblock me
Task Management on Zoho Desk Mobile App
Hello everyone, We’re currently exploring ways to manage tasks directly from the Zoho Desk mobile app, as some team members do not have access to the desktop version. In our case, having an accessible view of tasks or activities on mobile would make a
Zoho Payments integration
What are you going to get Zoho Payments integrated with Zoho Forms? It's kind of embarrassing to have several payment options... but not your own, which has been out for quite a while.
Mark Documents Folder as Private?
Can we mark a document or folder as private? We have multiple users in Zoho Sign. For the most part, our employees should be able to see most of the documents created by others. However, there are some sensitive documents that we don't want everyone with
Querying COQL Multi-Select field
Hello, I added to the Price_Books module 2 simple multi-select fields: Countries and Devices, and a few other fields. I tried the following COQL queries: select id,Price_Book_Name,Active,Countries,Devices,Link,Created_Time from Price_Books where Countries
Zoho Recruit User Group Meet-up | INDIA 2025 (Venue Finalised)
Hello Zoho Recruit users from India, We’re pleased and excited to announce our 2025 edition of Zoho user group meet-up in India in five cities! In this meet-up, our team of experts will help you understand the intricate nuances to use Zoho Recruit better,
𝗪𝗮𝘆𝘀 𝘁𝗼 𝗖𝗮𝗹𝗹 𝗧𝗼 𝗧𝗿𝗮𝘃𝗲𝗹𝗼𝗰𝗶𝘁𝘆 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 𝗯𝘆 𝗣𝗵𝗼𝗻𝗲 𝗡𝘂𝗺𝗯𝗲𝗿𝘀, 𝗖𝗵𝗮𝘁, 𝗮𝗻𝗱 𝗘𝗺𝗮𝗶𝗹 𝗠𝗲𝘁𝗵𝗼𝗱𝘀: 𝗔 𝗙𝘂𝗹𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗼𝗳 𝗖𝗼𝗻
𝑇𝑜 𝑟𝑒𝑎𝑐ℎ 𝑎 𝑙𝑖𝑣𝑒 𝑝𝑒𝑟𝑠𝑜𝑛 𝑎𝑡 𝑇𝑟𝑎𝑣𝑒𝑙𝑜𝑐𝑖𝑡𝑦 𝐴𝑖𝑟𝑙𝑖𝑛𝑒𝑠 𝑐𝑢𝑠𝑡𝑜𝑚𝑒𝑟 𝑠𝑒𝑟𝑣𝑖𝑐𝑒 𝑓𝑜𝑟 𝑠𝑢𝑝𝑝𝑜𝑟𝑡, 𝑦𝑜𝑢 𝑐𝑎𝑛 𝑐𝑎𝑙𝑙 𝑡ℎ𝑒𝑖𝑟 24/7 𝑇𝑟𝑎𝑣𝑒𝑙𝑜𝑐𝑖𝑡𝑦 𝐴𝑖𝑟𝑙𝑖𝑛𝑒𝑠 𝑃ℎ𝑜𝑛𝑒 𝑛𝑢𝑚𝑏𝑒𝑟 ℎ𝑜𝑡𝑙𝑖𝑛𝑒
Zoho Creator Upcoming Updates - March 2025
Hello everyone, We hope you’ve had the chance to explore Release Projection 1 for 2025! This month, we’re keeping up the momentum by bringing even more powerful features and enhancements to Zoho Creator. Here's what you can expect in March: App menu builder
Auto Tag Lead From Campaigns into CRM
Hi, I have a signup form set up in Campaigns that automatically assigns a tag to the lead. I also have it set up to push the details through to CRM, but I can't get the tag to push through to the CRM as well. Is there a way to do this? Thanks, Jay
We Cannot send A/B campaign since the number of contacts chosen is less than 4.
My recipient list has 290 contacts, but it fails to send at the last step with an error: "We Cannot send an A/B campaign since the number of contacts chosen is less than 4." How to solve this?
Wokrdrive Api assistance needed
Hello fellow developers, I'm currently working on integrating Zoho WorkDrive with a Bubble.io application using the OAuth 2.0 User-Agent Flow. I've encountered a few issues during the setup and testing phase, and I'm hoping someone here might have some
How do I make a stock tracked item on my sales orders not automatically fulfill?
I use the sales order process to track what jobs I still need to complete and send out, and which ones are complete. I have items that are not tracked in my inventory, but are NOT listed as service items, and are not being manually typed in to the sales
Sales Returns - Repairand Return
Hi Inventory Team, I'm working with a client on an Inventory implementation project and they have shared this use case with me. Some items may be returned by the customer, then returned to the vendor for repairs, received from the vendor and shipped back
Display name in Zoho Desk Ticketing system
We are in the trial phase to implement a Ticketing system. As our company uses several generic emails, such as service@abc.com and service@xyz.com across different branches, the uniqueness of usernames (full names) becomes crucial for our business. Without
Desk Contact Name > split to First and Last name
I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First
invokeURL to change custom field
I have a deluge script that currently runs as a Schedule. It works exactly as intended, however I've recently been informed by Zoho that there's some mechanism in place to block changes made by a script when it runs on a schedule from being detected by
Customize the ticket ID for enhanced ticket tracking
Hello everyone, Ticket IDs in Zoho Desk are the unique reference numbers that are assigned to tickets when they're created. Agents generally use the ticket ID to locate a particular ticket and to reference a ticket in conversations and feeds. When customers
Set a global default filter to All Candidates view
Hi, Is it possible to set a global filter to the All Candidates view? As a use case would be for off-limit candidates. These are those who are off limits due to previous bad client feedback on performance/behaviour. Ideal use case would be to set these
Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,
Max iteration for Experience Details
Hi, it's currently impossible to add more than 10 experience details iterations, a pop-up error message is displayed. Could you please remove this rule ? We currently have several Senior Freelance Consultant with more than 20 even 30 experience details.
How would you handle Warranty replacement parts or items in zoho inventory
Hi everyone, I'm working on setting up zoho inventory for our distribution business. We handle the service for our customers and will replace items that malfunction under a warranty basis. Does anyone else do this and how do you set it up in inventory? Do you have to create a sales order and if you want to the original item back, do you use a RMA? If so, how is it done so there isn't a credit memo associated with it? Thanks, Tim
Introducing Linkthread by Zoho Social — our new link in bio tool
Hey everyone, We hope you're all doing amazing. We always love bringing features and tools to make your social media marketing journey easier, and today, we've got a brand new tool that we'd like to introduce to you. We know how important it is to make
Proper syntax for filtering Added_Time in the URL using functionality-based URLs
I haver intermediate knowledge of functionality-based URLs. I say that because when I use them, it is never straight forward with me. Sometimes it works first try, and sometimes I spend hours exploring to find the proper syntax. link to operators: https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/functionality-based-urls#List_of_operators_and_their_constants
old invoices (Exchange rate)
We have been facing an issue and searching for a solution for over a month. Issue: Previously, the exchange rate in Zoho Books and Zoho CRM was incorrect, and invoices were being recorded in Zoho CRM with the wrong exchange rate. After adjusting the exchange
Can it change the language ?
Hello ! The question is in the title ;)
Kaizen #183 - COQL API's Enhancements in Zoho CRM API Version 7
Hello everybody! Welcome back to another post in our Kaizen series. In this post, we will discuss the latest COQL API enhancements introduced in Zoho CRM Version 7. COQL API Query API lets you query for records based on queries using the CRM Object Query
Inventory valuation
Inventory valuation in case of sales return makes some error in getting proper value of inventory. Cost price considered for accommodating the goods returned is not the price at which cost of good sold where recorded, last purchase of the same item is
Access invoice custom modules data from API
Hi, I am using $url = "https://www.zohoapis.eu/invoice/v3/invoices"; $opts = ["http" => [method" => "GET",header" => [ "Authorization: Zoho-oauthtoken $accessToken", "X-com-zoho-invoice-organizationid: $orgId" ] ] ]; From my app to retrieve the invoices,
It would be very helpful to be able to use variables in the formula columns
Currently, variables can be used only in aggregated formulas. It would be great to be able to use them in regular formulas as well
Bulk Update API
I’m reaching out to see if anyone has updates on the bulk records feature release. We’re eager to leverage this functionality for our operations, but until it becomes available, our current API call limits are proving to be a bottleneck—even after upgrading
Linking Purchase Orders to Task budgets
Hi, We are a construction company within the mining industry. Our projects usually have fixed budgets (Cost budgets per task). Is it possible to link Purchase Orders to task budgets? I know you can link the Purchase order to a project, but this is not
How to stop workflow running twice on a record
Hi I have a workflow as below Trigger: Lead record is created/edited - Repeat this workflow whenever a lead is edited is NOT TICKED Condition: When Lead Stage is MQL Action: Reassign Lead, Create Task If the Lead goes into stage MQL, and then it changes
FSM Function not executing
Good Afternoon, all I am working on a workflow function in FSM and yesterday it was working fine. Now today when I select "Save & Execute" it does nothing. I even tested it with just a info statement and it is not executing. Any help would be greatly
Create modules using natural language prompts
Hello all, We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts. Why this enhancement? Creating a custom module traditionally involves multiple steps—choosing field types,
How to sync read mails to GMail?
Hello I am testing Zoho TeamInbox but I have an issue with my connected GMail account. Whenever I read a mail in TeamInbox or even reply to it, the email stays as "unread" in GMail. Is this normal behaviour? I thought that with the 2-way sync of IMAP
Look up field and show or hide section based upon selection
Hi there, I am looking to show or hide a section within the opportunities module based on the value of the selection in the look-up field. This feature does not seem to be there Is there a workaround, and is this option coming in a future release? Thanks
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