Requet Permission
I need to renew my Zoho subscription. I no longer use Gmail, but I have the login and password; I know the email I gave. I also have a 2-step verification number
Does SalesIQ track visitors from Zoho Forms?
Hi, As the title, does SalesIQ track visitors and submissions through Zoho Forms? Thanks, Chris
Change creation date of a lead
Is it possible to change the creation date of a lead?
Create a task if a condition is not met
Hello, I would like to automatically create a task in the Cases module if a certain condition is not met based on two fields (a Date field and the Status field). Is there a way to program a task to be automatically created if a certain date field is Empty
Analytics reports- Format of time duration in RESOLUTION TIME IN BUSINESS HOURS not in total hours
We are in the pocess of compiling reports and the format of the time duration is not formated in total hours. There are entries that are formated: 1mon 2w 4d ... 1y 2mon ... 2w 2d ... 5d 4h ... We need the report to pull these values in total number of
Templates in Analytics
Hi, I have set up a Query Table in Analytics which shows exactly the data I need from an API based import. According to the KB, I can export that template and import into another Workspace, but how can I use it in the SAMER Workspace but for a different
Report - image - custom action - button
I'm looking for info or codes to integrate an image on a "custom action" button in a report and not just text. Is it possible? In the report custom action "Etapes" ( workflow = Etapes show action in view header = true show action in edit record menu =
Deluge - Get last record created after created it from a custom Function
Hello people, I did a custom function to create a new quote from a deal everything is good except at the end when I try to redirect my user to that quote he just create by clicking this button that button is running a function that grab all the information
Zoho Desk integration in CRM - Granular rights
Dear Z Community, Please see screenshots below. We have the Desk extension in CRm up and running. When I enable the permission to it to a particular role then the corresponding tickets to a record appear in the relevant related list. But when I click
Custom function for closing date
I am looking for some help to create a function that will update a closing date of a deal to match the date of a custom field in a deal called "event start date".
CRM NodeJS functions
The image above is from the Zoho CRM NodeJS function documentation. I can no longer see the "Language" dropdown on the CRM Functions. (See below image.) Does anyone know why?
collecting zobot visitor phone numbers in zoho crm?
Collecting the visitor's Phone - SalesIQ Scripts (zoho.com) First of all, I read this article as you see above but i couldn't find any solution. Hello, I tested this feature to have as a new lead in Zoho CRM via Zobot but it didn't succeed. the bot asks
Zoho One - Tasks bugs
If Zoho tasks is opened from Zoho one and then clicked in any of the configuration buttons. Configuration can not be any longer closed as button does not appear. Also, configuration such as color and light dark mode is not saved. It says it is, but it
Customizing ring view times
I'd like to change the times in the ring view, so that we have rings for 0 seconds, 1 minute, 3 minutes, and 5 minutes. I can't find a setting for this - is it possible?
Zoho support
Is there a problem because for weeks we have been sending emails and not receiving a response and no solution ?
Need solution to update date field to today's date if checkbox is selected
Hello, In custom module named "Employment_Activities", I have two fields - "In Progress" which is a checkbox and "End Date" which is date field. I need a solution so that when "In Progress" is 'true', "End Date" is updated to today's date. From there
DOMAIN NOT RESOLVED
Hello, im reciving these message in all mails that i send, could you help me please. This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent
Branded End-user Experience
It would be great to be able to add our branding to the end-user application that is seen in the bottom right of the window during a session, as well as the executable's icon. Currently it's Zoho branded!
Clipping
I am using Firefox for the browser and have installed the extension web clipper for Zoho. It is in my browser however when I try to move something to the extension it closes. Could you kindly help with this?
Adding Attachment to Mail using Send Mail API V2.1in Zoho CRM
I am trying to create a custom function where it sends a template email using the Send Mail API for version 2.1. In the structure, I would like to add an attachment which is available inside the record. In API 2.1, one can add in attachment by providing
Limited Number of records
What is records in Bigin? Why is it not unlimited? Why is it 100k maximum?
Not sure on how to integrate Bigin with Zoho Books/Inventory
Right now, our company have established the process regarding Zoho Books/Inventory. We send quotations, then create sales orders, after that we divide the process into invoicing and packages, the process finalizes when the invoice is paid and the goods
【2/15(水)15:00〜】実際にスクリプトを作成して学ぶ！ カスタム関数マスター講座 vol.5
お世話になっております。Zoho コミュニティチームです。 本日は「カスタム関数マスター講座」の開催についてお知らせいたします。 ━━━━━━━━━━━━━━━━━━━━━━━━ カスタム関数マスター講座とは？ 「Deluge」というスクリプト言語を使用してカスタム関数をカスタマイズした事例を、Zoho のエキスパートユーザーの皆さまに共有いただいたり、参加者全員でディスカッションをする時間です。 今月の開催回は、「日付けの取り扱い」についての関数共有とディスカッションを中心に構成されています。
Zoho CRM Client Scripts - can't fetch detail of a recently added Lookup Field
This is happening with a lookup field we added just yesterday. All other lookup fields are working fine. What could we have missed? The following code is how we fetch the records. client_record = ZDK.Apps.CRM.Clients.fetchById(client_id); But once that's
Transfer portal users to new application?
I've had to set up a new application in order to do some major changes to an app. I'd like to move the existing portal users to the new app. Is there a way to do that?
Cómo contrato una cuenta de correo adicional?
Quiero contratar una cuenta de correo con el mismo dominio
MX Verification failure
Mail Exchanger (MX) Records problem i add verification and mx all good but i have this problem my verification code is zoho-verification=zb52528991.zmverify.zoho.com
Email hosting for multiple domains
Hi, I am using premium mail trial plan in order to to see if ZoHo will work for my company. I have 1 user account. I have already setup mail for 1 domain and I want to add a new domain. Unfortunately, trying to add a second domain (for the same user),
Help with DNS verification for domain "certitudeacademy.co.za"
Hi it's been over 5days now since we added the MX records correctly for domain "certitudeacademy.co.za" Please help to verify
I do not receive mail
Tengo la configuracion de MX correctamente y mi cuenta verificada pero siempre me manda error Esta es la respuesta del servidor remoto: 554 5.1.1 < informatica@expressitologistic.com >: Dirección del destinatario rechazada: dirección no entregable: host
Alias Set To Mailbox Address, Not Receiving Email to or Able to Send email from Super Admin address
My super admin email is set, but the email for super admin profile does not show in my zoho mail box for that account. It has one of my aliases set as the "Mailbox Address" in control panel so I can't delete it. When I go to the mailbox, the alias is
Search Records "in" Criteria Responds Empty
I am looking up multiple records in a linking module, linking Contacts and Accounts (which I've renamed to Entities) called Entity_Members. I want to get a list of matching Account IDs based on a list of Contact IDs through that linking module. I was
how can i update my permalinks?
Hello, I wanted to update my permalink as you see below. i don't use any special characters and space but it didn't work. and I have a warning like that. by the way i have the same problem with giving 301 link.
Zoho Desk 3CX installation
Hi all, i hope someone can help me: The following is happening when i try to install 3cx from the marketplace, i can fill in all the requested information but when i click on install i am getting an error which says: function does not exist on assumed
No chart available in reports for custom module
hey :) we created a custom module and we are not able to create a chart/graph for this module in the reports module in zoho crm. how can we fix this? not able to create a chart in reports module for custom module
Tickets now can be shared during the blueprint transition in the latest version of the Zoho Desk Android app.
Hello, In the latest version of the Desk Android mobile app (v2.6.2), we have brought in the below enhancement. We have implemented the 'Share Ticket' action as part of the blueprint transition. Agents can share a ticket between departments and invite
auto assign all tickets
I cannot find an option to auto assigned unassigned tickets, and i dont know how to configure the rule to do this. Can someone point me in the right direction?
inventory
Need an inventory with null value allowing to pick an object in different sizes to made in different materials. 1 shape, 3 sizes, 10 different fabrics, on 5 different choice of size. Bells in different fabrics on a tablecloth of different sizes. Different
Round off - adjustment of invoices
According to Italian tax law the amount of taxes must be rounded off. When the total is xx.5 or less, you must round off to xx (no decimal) When the total is xx.6 or more, you must round off to xx plus 1 e.g. 1) total 100.50 you must round off to 100 2) total 100.60 you must round off to 101 Any solution, please Thanks
fotos no PDF
Preciso baixar o relatório em PDF com as fotos em tamanho real para validação do cliente, você baixar o PDF e os anexos juntos. como posso fazer?
Next Page