moves ticket to community module?
Hello, is it possible to move ticket&reply under the Question topic on Community module? After replying to tickets, I want to publish them visible to everyone. thank you.
Need to print barcode converted from a number or text field
Is there a way to convert a number or text field in a form to a barcode at least when printing. I need to print label for items that includes a barcode for item number or lot number. This way when the entire item or a quantity of the item is used, the label barcode is scanned by a handheld scanner on the item field or item report search, item record can be opened and the used quantity is entered, instead of having to type the long item or lot number. Does anybody know how to pull a font type (Barcode
Custom Portal on external domain
Sorry for this post looked into it, but just don't seem to get it. I try to add my customer portal to an external domain. Added a CNAME record to the external domain but it just doesn't resolve. Keep trying this, waited 24 hours and such but doesn't resolve and time isn't on my side in this case. for example my domain is https://www.mydomain.com i added a CNAME record with the following example data: Name Type Record Action example.mydomain.com. CNAME creator.cs.zohohost.com Delete Now i tried
Best way to dynamically add large amounts of choices to a drop down
Hello, I've got Zoho Creator app and I have a drop down that I'd like to be able to choose from my items list in Zoho Books. The issue with this is that we have thousands of items and my current method takes too long for the data to be fetched. Here is
Fetch, Update and Delete Subform records using criteria in Deluge
Hello Creators, While using standalone subform (not linked to other form), to find a particular record, we have to iterate through all the rows manually and this is definitely is cumbersome, instead it would be great if we can fetch, update and delete the sub form records just like form For Eg: Form_A is the main form and Subform_A is within Form A, it will be great to have a function like record = Form_A[Subform_A.ID==id]; (this should return only subform field collection not Form_A field collection)
RETURN MODUL SYNC WITH "LOOKUP" DATA TYPE CUSTOM FIELD
Hi Zoho, 1- Should we expect the possibility to offer custom field settings for the Return Module? It would be very interesting for after-sale service. I would also suggest an option where you can create a replacement order directly from your Return which
How can I track email sent to an existing user?
Can Zoho Mail store email sent to user? Because I want to track email that sent to existing user. Any help? What to do?
Community Digest - enero de 2023
Community Digest de enero de 2023 ¡Hola a todos! ¿Cómo habéis empezado el año? Nosotras hemos estado preparando los proyectos de los próximos meses y estamos muy ilusionadas por seguir ofreciendo oportunidades para conocernos, colaborar, aprender y descubrir
Workflow Actions
You should be able to create an event as an action to a trigger in Workflows. It is not an option currently (at least in the Candidate module).
In profit & loss statement under purchase tab i cant see my purchase bills it shows invoices.
In profit & loss statement under purchase tab (purchase acc transaction) i cant see my purchase bills it shows invoices made. Amount showing is also wrong... But under sales tab i can see all of my invoices. please answer...
GPS Coordinates for Timesheets
Hi, GPS information is available to track for timesheets in Zoho People but I have a client asking if this is on the roadmap for Zoho Projects as well. If not, has anyone come up with a workaround for this.
Deducting TDS from vendor payment
I need to deduct tds of 10.3% from vendor payment. How to incorporate this while recording expense such that it reflects in Tax payble head on the balance sheet
Zoho Projects webhook
I need to create a webhook that will trigger when a project status changes. I see there are webhooks for issues and tasks but none for projects. Is there a way to create this kind of webhook?
Zoho survey-
we send a survey to multiple people and they need to fill in the name of the product that they are completing the survey for. Is there a way for me to review a summary of responses based on the products reviewed?
Adding iframe to company website for jobs board
Hi there, I'm trying to add an iframe onto my company website to view the jobs board. It constantly gives the message "coconutlime.zohorecruit.eu refused to connect." Please help! Thanks
Tip of the week #35 - Streamline your team's tasks using the Trello extension
Trello is a project management application that lets you create, organize and streamline your tasks. The Trello extension in Zoho TeamInbox lets you perform the following activities. You can create a card, mention the date, specify the board and the list
Free webinar: Digital certificate-based signatures with USB token and PFX files in Zoho Sign
Hello, In some regions and regulated industries, business signatories and signing authorities are required to use digital signature certificates issued directly to them or their organizations. These are typically held in the form of USB-based physical
Zoho Connect Custom Apps
Hi! My company has an Enterprise subscription of Connect. I tried to use Leave Tracker from Custom Apps Gallery. When I add an Employee (a member of the company), I get an error "Share Tasks are not allowed on Connect Accounts". What does it mean? What
Reports can now be filtered using dynamic criteria values
Dear All, Greetings! We are here with a quick and a useful update to the new reports feature in Zoho CRM. As you may know, the new reports feature lets you create different types of reports in just a few clicks. Just select the parent module, choose the
CRM feeds show at mentions
Hi, can you please add a UI improvement so we can filter to see (at) mentions in the CRM feeds? So much noise in a modern crm, need to be able to find what colleagues are talking to me. Did a mockup for you in the photo, simple UI adjustment that saves
Badge app Icon
How can be that one of the most logical and needed things on an email app is not implemented ??? Such a pitty !! When guys do you think to put this Badge for the iOS & Android apps please ?, you are lossing so many points whiout this implementation. Thanks.
How do I automate leads from Zoho CRM into Zoho Campaigns according to their source or project?
I have created multiple tabs according to the project column. How do I convert them into a mailing list? without downloading a report manually and uploading them into Zoho Campaign.
Validation to ensure certain Account Fields are populated when Deal Stage changes
Like in most Sales cycles, certain key account information comes in only during the latter stage of the deal. Some of these attributes are associated with an Account, not a Deal. How do I get Zoho to mandate filling up this information at an Account level
Is it possible to share my Zoho spreadsheet?"
Hello everyone, I am a data entry professional and I use Zoho for my work. I would like to know if I can share my Zoho spreadsheet and database with a wordparadox company. If so, how can I go about doing this? I appreciate any insights and advice. Thank
Converting Lead per Type
Hello, We have an issue in Zoho analytics. it looks like the data is not imported correctly When we convert a lead => Account we then Edit the new created Account to update a custom field "Account Type" to 1 of 3 options: - active - non active -prospect
"Reason for loss" no longer appearing in CRM
Hello, When moving the Deal from any stage to a Closed Lost stage, we used to get "Reason for Loss" field in verify details. However, it no longer appears when I try to move the Deal to Closed Lost. How can I bring the "Reason for Loss" field back?
Whatsapp integration with ZOHO Desk
Hi, Can we integrate whatsapp for business and zoho desk? Our clients are constantly telling us to raise tickets through whatsapp so we want a system where we can have such integration where we can chat with our clients and raise tickets in zoho desk simultaneously Thanks
JSON Formatter Broken
I am astounded by how badly the JSON Entry Dialog is broken - is nobody using or testing this? I am trying to build a Webhook block in a Guided Conversation. First, it's nuts how little integration there is from Desk to itself - why do I need to build
Zoho Mail configuration (MX records) does not work
Hi, Almost a month ago i configure my email to be hosted in Zoho Mail. At this time, email accounts does not receive or send any mail. My MX records are: Previously my email server was Google Apps, after change MX records i received email on that server for about 2 weeks, rigth now i am not receiving any email (Gmail or Zoho Mail). What am i doing wrong? I need to resolve this issue asap or i'll need to setup Gmail again. I'll appreciate very much your help. Tnx, Javier
Syncing Notebooks
I love this app but after using it for so many years, I didn't realize how much stuff I have saved in it. It was taking up 27GB on my phone. My notebooks have a lot of pages and there is no way I can find to export groups of them to a file. I went to
Noreply@zoho.com email on templates
Why when I set up an email template on zoho does the email come from noreply@zoho and not my email address?
Participians added in meeting from "Sprints" disappered in Meetings
We have zoho one subscription. In "Sprints" module I created sheduled Metting and added participiances from my team (all have Zoho one licences in same subscription). Same meeting appeared in "Meetings" module BUT participians list was empty. There are
Zoho Inventory/CRM item integration
Hi, I've integrated Zoho Inventory and CRM, so when a user creates an item in either app it's created in both. So far, so good. However, the items which are being created in Zoho CRM (and then auto-created in Inventory) aren't then available for use in Purchase Orders, because the 'Purchase Information' box in the Inventory item creation form isn't ticked. I can't find a way to automate the ticking of that box, so it would have to be done manually for every item created in CRM, which for me defeats
To get Item ID, of any item By its Name under ZOHO Sprints.
Hello Everyone, Search query - to get item ID by its name Under ZOHO Sprints. Now, its possible to get item ID ,its project id as well as its sprints id of any of the item by its name under zoho sprints. Follow the procedure below: map1 = Map(); map1.put("action","orgitemlogs");
Using Zoho CRM function to upload files to Google Drive folder
Hi, I am looking for a way to automatically upload files (Attachments in modules) from ZCRM records to a specified Google Drive folder. Is this possible using the functions in Zoho CRM?
Deactivating Enter in Creator Forms
Is it possible to deactivate the submit command when hitting the Enter key inside a Creator Field?
Users do not appear for form removal
I am trying to remove forms from users they have been shared with however I am experiencing some problems: When I access the 'Shared Users' area from my Super Admin account no names appear despite the fact the form has been shared with multiple users
Subform with mandatory fields being bypass by user and submitted
Hello. I am having an issue with Zoho Forms. I have created a subform that has mandatory fields. If the user decides to access this subform then they have to fill out those mandatory fields. However if the user decides to not access the subform. Those
how to send all outstanding customer invoices in one shot?
I want to send all outstanding invoices to a delinquent customer in one shot. How do I do that? If ZB can't do that, get your devs on it. This is a dunning question and should be addressed ASAP.
Hitting group limit of 30 with free account
Hi, currently we use a free account and would like to create >30 groups. 100 to 200 groups is what we need. How can that limit be extended ? By buying additional storage ? Thanks, Martin
Next Page