'Stuck' Function
I created this function and associated it with a workflow rule - which has since been deleted - but the function still says associated and won't let me remove it? Any ideas?
Sort by Created Time Not Being Set
Am I missing something, but when I order my leads by created time (desc) it only works until a new lead is added and then it returns to the default state of order by asc. Is that normal behaviour?
ZOHO CAMPAIGNS - Active subscribers
Hello, Since the last update, we are experiencing several issues with our newsletter subscriptions. For our daily newsletter, Zoho CRM has 10405 subscribers (excluding unsubscribes). In the Campaign list associated with this newsletter, there are only
Why can't I add an event to my calendar in Zoho Creator/Deluge?
I am trying to build a script using Deluge in Zoho Creator which will create a calendar event in Zoho Calendar when a new form is submitted or an existing form is updated. I am using the Zoho Calendar connection with the following code: response = zoho.calendar.createEvent("<calendar-uid>",
Zeichen in Telefonfeld "()" und "-"
Wie wir nun erfahren haben, sind die Klammern und der Bindestrich keine zulässigen Zeichen in Zoho CRM Telefonfeld!? Das internationale Telefonformat (kanonisch): +49 (511) 92889-0 Aufgefallen ist es uns, dass in Zoho Books eine Straße bei einem Kunden
"An error occurred while attaching the file to CRM." - Error syncing a PDF to Zoho CRM.
So we have a Zoho form that syncs into Zoho CRM to create a record. For compliance purposes, we also need to sync the whole form (as a PDF). For the most part, this works fine. However, recently, we discovered that one of our forms occasionally runs into
Emails sent from Campaigns look great everywhere except Microsoft Outlook
It's frustrating how our emails, crafted with care and attention to detail, lose their charm when viewed through Outlook.
Bulk APIs - Page 2 result says more_records: 'true' when I have only less than 2,10,000 records
We are using bulk apis to get data from Zoho Recruit. We have recently crossed 200,000 records and hence bulk read API needs to be added for page: 2 post page: 1 results according to below documentation. https://www.zoho.com/recruit/developer-guide/apiv2/bulk-read/job-details.html
Unable to invite to Member Portal
Unable to invite to Member Portal. See screenshot
Searching for items when creating order, Po's, invoices and bills
The search function when looking up items is very good. I can pretty much find anything I want using bit of a name, part number etc. Yet the search function in invoices is very limited e.g to look up Industrial paint black you can only find it if you
Unable to update payment method
Hi I'm unable to update my payment method since it will always stuck on this screen (see attached)
Zoho Campaign is running very slowly
For a week in a row it takes me about half an hour to an hour just to open the campaign and about an hour to make changes(even just opening targeting takes about an hour). I contacted support yesterday, but today still nothing has changed. I have a day
Problem with zoho sign
i am using zoho flow to connect a zoho creator app with zoho sign here the error message i have: Zoho Sign says "Add atleast one field for a signer." Zoho Sign says "Add atleast one field for a signer."
API search incorrect results
Hello, I'm trying to build a small script that would fetch a lead that has not been contacted, and I tried many different search criteria without any luck, here's one of them- https://www.zohoapis.eu/crm/v3/Leads/search?criteria=Lead_Status:starts_with:Not&per_page=3
Schriftart open sans nicht verfügbar
Wie so oft in Zoho Apps gibt es unterschiedliche vor allem nicht einheitlich in allen Apps verfügbare Schriftarten. Wie möchten Sie bitten, open sans als Schriftart zur Verfügung zu stellen.
Some Workflows stopped sending mails
Hello to all! For months I have been using several workflows to automatically send mails to business partners and customers when certain conditions in the Deal are met. Since the 23rd of December no more mails are sent for some, but not all, workflows.
Categorization rules misdesign
If you're bulk categorizing and you do a manual categorization, Books auto-creates a new categorization rule. When you save that rule it runs the rule against your transactions and creates the "Recognized" transactions list from the rule matches. You
Categorizing via rule doesn't reduce uncategorized count
I manually categorized a transaction. It pops up the rule editor. I create a rule and save. The rule then categorizes all the matching transactions. The Recognized count is incremented by the number of transactions the new rule categorized. However, the
Pictures in Attachment dont open while using FireFox as an Agent
When a picture is attached to a ticket, the agent who is using "FireFox" as a browser cant open the picture. When clicking on the picture it will not load and just show an infinite loading spinner. Downloading the picture and open it is working only clicking
CRM Extension > Custom Action
Hi Team, I'm building the CRM extension, which includes Custom Actions. If we create a Custom Action as "New" and set the custom function as `info "test";` we can able to execute. If we create a Custom Action as "New First"(i.e with space) and set the
Zoho Flow to Campaigns - "Error in subscription. Please retry after sometime"
I am running a flow using the following apps: Bookings CRM Campaigns The Flow is triggered whenever a new Booking is scheduled. I am using the bookings appointment details to: filter through a decision tree with different outcomes, return the CRM contact details, Add the contact to a Campaigns List When testing it always fails at the last step of adding the contact to a Campaign List with the output error Zoho Campaigns says "Error in subscription. Please retry after sometime." The input data is
TIME STAMP ON ALL INVOICES
in all all invoices we would like to know which time this invoice has been mad we don't have any information about which time this invoices has been created. we required a time stamp on all invoices sales orders and retain invoices
SSO configuration issue
Hi to all, I am trying to setup my test environment on OneLogin portal for Zoho Mail SAML authentication. For this, I use a special application connector (SAML Test Connector (IdP)), since Zoho Mail in my case is hosted on EU servers, and the templates
Extracting Custom Fields From "users"
I have a custom field in the users module called "Agent Commission" which is a number field but is the agent's commission % so we just write 75 meaning 75% and I have another custom field in "Deals" called "Projected Agent Commission" I' m trying to call
Debugging Javascript widget
Hi all, I am debugging problems in a JS/Vue widget from a Creator app which has C6 environments and also a portal, so when the widget returns into the Creator app, the URL has four possible variations. I'm struggling to test in the dev environment because
Can't delete a state from the blueprint which isn't used in any tickets
I'm getting a warning that a state which is currently associated with a ticket can't be deleted when I try to delete a state from a blueprint which isn't being actively utilized in any of the tickets. I have created a view which specifically checks all
Duplicating Descriptions amongst Work Items
I did the following actions creating two work items and found a wrong description in the 2nd ticket. Click on create work enter all the required stuff incl. a description clicking on Add More a new work item can be created incl. the item name I could
Zoho Creator: "Custom Solution" help needed
Hello, I've been going back and forth with Zoho support for 4+ days now and hoping someone here can help me solve this instead. We've upgraded our Zoho One Account to include the ability to create & publish "custom solutions". However, Zoho keeps telling
Item list is not updating after purchase
Hello all I purchased a few items on 14/12/2022 with same-day delivery. First, I added the item name and purchase information (no sale information was mentioned because our selling price changes from time to time) I made bills and payment has been closed.
Help again needed for rows in a subform
I currently have this in code in order to total quantity on hand from input in a subform if(SubForm.Quantity_to_Distribute != null) { x = Add_New_PPE[ID == input.SubForm.Select_PPE_Description]; x.Total_On_Hand=input.SubForm.Total_PPE_On_Hand - input.SubForm.Quantity_to_Distribute;
Zoho reminders not working
hey team ive noticed in the past few days that the task reminders are no longer sending out and email notification. is there a way to solve this issue?? thank you in advance.
Partial or Split Tax Claim Payment
[problem] [general] [australian edition] Hi all, Last quarter I filed a BAS report, which resulted in a claim of $1000. The ATO mistakenly paid $800 instead of $1000, and left a $200 'credit' on my ATO account. (sigh. don't ask :-) Normally I would go
HOW and WHY do you not allow Zoho Vault to search a keyword in the Domain Name/URL?!
This is such a BASIC feature and it just boggles my mind that you guys wouldn't already have this capability. Sometimes, you want to search your vault for a specific password by the domain name/URL and you can't even do this now. Please fix. Thank y
How to disable auto send "Thank You" email when created Payment Received using custom function?
Hi all, I using custom function to create a Payment Received record to Zoho Books from Zoho CRM. My problem is after completed Payment Received the system will auto send a "Thank you" email to customer right away. Is there any way to turn off this function?
My incoming mails are not working
Hi Team, My zoho mail incoming are not working. I have update the mx value and the same can be cross with the mx looup. Still the incoming is not working. Out going is perfectly working fine. Kindly let me know is there any fix which I need to do from my DNS or email admin !! Domain name : kaptco.com zohomail@kaptco.com
Zoho Mail suddenly stopped working
Have been using Zoho to connect to my email fine for about 6 weeks and suddenly it does not work. When I sign in to my Zoho business account, the Dashboard comes up and the Loading icon flashes and nothing else happens. I click on the email application and the screen is blank. I try clicking on my email settings tab, I see the tabs, but everything is blank and I can't select anything. I did have one POP account. My colleagues using the same email domain have no problems, it is just me. I have attached
ToolTips on Default Fields
We have found the addition of ToolTips to be great, the problem is Default Fields. It would be useful to add a tool tip to the default module fields (system-defined fields) created by Zoho to allow us to give our users some guidance when they are entering data into that field. Can you look into adding this functionality for these fields?
SSL certificate not valid
After a long process with my domain host to connect the domain successfully and get it verified the ssl certificate is not valid. I have received an email which seems automated, telling me the custom domain hasnt been configured properly however your zoho bookings site is showing the domain as verified. This SSL certificate is for agedcare.net.au I cannot even find where to add my own ssl key now
POST request - invalid content type "text;charset=UTF-8"
Hello, I am trying to update some records in our application. I am trying to do this with a POST request These are my configurations for PostMan URL: https://creator.zoho.com/api/USER/json/APP/view/BillingRequest_Report/record/update Parameters: authtoken: TOKEN scope: creatorapi Status: "MyStatus" cruteria: Mycriteria When I tried to execute this, I got a 200 response and the Status field was updated. But in Headers I can see that the Content-Type is text;charset=UTF-8 . This is a problem, since
Lookup Field in Creator From CRM -- search doesn't work
Hello all, I have a Creator Form with a lookup field connected to CRM. It is connected to the Deals module. Until today it worked great, but now when someone tries to search for their deal in the creator form, no results appear when that deal definitely
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