Validate form based on subform fields not working
Can anyone tell me why this doesn't work? It runs on validate of my Projects form, which has the subform Tasks_Subform. An equivalent workflow run on validate of the Tasks form itself works perfectly, but the below code just seems to do nothing. The Projects
Zoho mail and outlook problem
I can not manage outlook with zoho pop server and smtp, wha i m doing wrong, where to enable pop mail in zoho mail.
Gantt & reports access for alle Project users
Hi, is there a way to give all Zoho project users access to Gantt & Reports for all projects?
Unable to send or reicive mails
i can not send emails, or reicive, i send to my personal mail, gmail and hotmail, and it's been 30 minutes and not 1 mail arrived on gmail or hotmail , my zoho mail is info@globalmallstore.shop, try to send email please.
Modules Missing
I am not sure if I maybe deleted the "starter" modules when I first activated ZOHO CRM thinking I would not need them, or if they are hidden, or what. But the Sales Order Module, and the Products Module seem to be missing from my Account. Is there a way
Shopify orders not syncing over to Zoho Sales Orders
I have a major issue with the Shopify integration (which is the main reason I decided to use Zoho). The problems I'm facing are the following: - Automatic sync is no longer syncing all Shopify items. - Automatic sync it no longer fetching any Shopify
Scroll Bar
Scroll bar on the right side of the window is way too small in ZOHO BOOKs. I cant even see it. Please help to increase the size or color of the scroll bar.
Adding Zoom Meeting capability for General Users and not only Administrators
We use Zoom for all our client meetings and it's very inconvenient to have to do multiple steps to create a meeting and create a Zoom link seperately. The Zoom integration is great and resolved that issue, however, it only works for administrators. Can
Zoho Down?
So my computer died and I'm using a different computer. I can't tell if I'm clicking the wrong link, or if Zoho is actually down. This is the message I'm getting, "This site can’t be reachedThe webpage at https://mail.zoho.com/zm/ might be temporarily
New Topic Management and Zoho CRM integration setup migration deadline extended
The holiday season has begun and we would like to add to the cheer. The last date to migrate to the new Topic Management and the new Zoho Campaigns-Zoho CRM integration is now extended to January 18, instead of October 31. To enable this, users can choose
Pivot Charts in HTML view
Is there a way to create pivot charts through html without using javascript since zoho creator does not support javascript and I since I am also unable to use the pivot charts in the reports since the data I would like to display is inside a subform.
Export buttons to an html page
Hi All! I'm triying to add an "Export to Excel" button to my html page. anyone with a suggestion for this? I ran through the forum but did not found anything... Ravid
Delay in Analytics Reports
We have custom reports created in Analytics (inside of People) to create timesheet reports in pivot table format. Once the employee submits their timesheet we use this to summarize their hours during the week for billing our consulting clients. The problem
Need Import & Interview Create Option.
Need Import & Interview Create Option in Interview Module under Zoho Recruits.
issue uploading a video (uh oh etc...)
Hello, I'm faced to an issue. I couldn't upload a video to post using zoho social. Error message is the same as for other users (uh oh etc...) without showing where this issue come from. File is good in every aspects of this : https://help.zoho.com/portal/en/kb/social/faqs/media-and-link-attachments/articles/can-i-publish-posts-with-videos-from-zoho-social
How to escape characters in ${!Leads.First_Name}
I want to use this string in a call to replaceAll() replaceAll( ${!Leads.First_Name}, "some text"); How to escape the necessary characters?
Mass Update - increase product price
Hey, is it possible to mass update all product prices to (i.e) add 5%? So product with price of 100, will have a price of 105, while products of 21 will have an updated price of 21. Thans, M
Copy data from a field outside the quoted item
Hi, I'm trying to create a field on a quote item to copy data from another field on the quote or from an account related to that quote. For example, I want to calculate the Price List value multiplied by a decimal from an account related to the quot
Mass Deduplication Question
Trying to transition to Zoho CRM from another CRM. I am about to import my leads from previous CRM. I see on the main menu screen for the Leads module that there is a deduplicate leads feature. It seems very limited. Only allows you to select from criteria
Ad Billing Country from account to Deal
Hi, I would like my deals to have the field 'Country' which would automatically take the value from 'Billing Country' field on the relevant account. Is this possible? Please note I am new to Zoho and have limited (ie. nil) coding capability!
CRM and Desk Integration
Hello! I'm integrating Zoho CRM and Zoho Desk right now. Since the integration is limited to the Accounts and Contacts modules, I changed the Layout of my Accounts module to fit what I need. Here is the tricky part: - Now I have 3 Account Types: A, B
Query to bring back last business day
Hi all, Wondering if anyone has written one, or can point me in the right direction, or an Analytics query to return rows of the last business day? I currently have the following (which may be wrong..) SELECT "Time Entry (Zoho Desk)"."Request" AS 'Ticket
QR Code Function in the App
Hi, I would like to have a QR Reader in the Zoho Forms App to open a Form which could then use the Pre-Filled Field Aliases functionality the same as the Online Web. So offline the Forms can still use Pre-defined information/data via the QR Code to pre-fill
Query table - filter 'All Store sales' table to view 'Store 2 sales' table
Hi, I have a query table that is built from the 'union' of 5 other tables. Store 1 sales Store 2 sales Store 3 sales Store 4 sales Store 5 sales Each of these tables is the sales data from a store, made into a 'big' table that has all of the data. How
Can Agents use Layouts for a Department that they do not belong to?
When creating a layout, one of the ticket layout properties is "Allow profile users in other departments to submit Tickets using this layout". If this is selected for a Layout associated with Department A, will an agent from Department B be able to choose
email relay with google workspace
Does anyone know if it's possible to set up the email relay in zoho recruit with google workspace gmail)? ? Any assistance is much appreciated. Thanks, Philip
Zoho Campaign eCommerce and Shopify
We are using Zoho One Campaigns with the eCommerce integration for Shopify. We have two admins for the Campaigns module. However, when an admin completes the integration of Shopify in eCommerce, the other admin does not see that integration. If the second admin tries to integrate Shopify, they must create a new list and do not see the Promotions or other automation created by the other admin in Campaigns. Is Campaigns eCommerce on a per user/admin level and not integrated for all users of Campaigns?
errorType":"invalid"
Hi all, Trying to setup a creator form to create a ticket in desk but getting an error on this section: orgId = 750xxxxxx; department = 606xxxxxx; account = zoho.desk.searchRecords(orgId,"contacts",{"email":input.Email},0,1,"zoho_desk").get("data").get(0).get("accountId");
Value in the field does not match with the data type supported by us.
I'm trying to import statements from my bank, and I am having an issue with the Amount field. Amounts from my bank are formatted as such: 150000,00 where the comma is the decimal delimiter. When mapping fields, I select the 1234567,89 format but I am
Zebras, Motorolas and warehouse devices & scans
Is there a way to implement BIN locations with scanners? Most warehouses use this type of picking devices which seems a must when managing them. Is there a way to implement them with Zoho Inventory software?
Zohobooks wrongly insists on unique contact name
At the moment Zohobooks won't allow for multiple contacts using the same name, even when they have different billoing-addresses or email-addresses. It is not impossible for larger businesses to have multiple different customers who happen to have the
Formula Date Field Cannot be Used in Workflow
Hello all, I have a question and want to see if anyone has solved this or maybe I am missing something simple. I have a standard date field. I have a number field I have a formula field which is a date, that calculated a new date, by taking the original
Tags are now supported in the latest version of the Zoho Projects iOS mobile app
Hello All, In the latest version of the Zoho Projects iOS app (v3.6), we have brought in support to add/manage 'Tags' on the mobile app. 1. Create, view and manage tags: You can access the tags on the 'Home' screen module on the Projects iOS app by selecting
Tip:10 - Zoho CRM mobile app localization - Language settings
Language plays an effective tool for communicating ideas and opinions. When it comes to interaction, our native language always holds a special position. What better way to put our thoughts and ideas across, than using our native language. Considering
Transfer Attachments from Deal to Custom Module with Flow
Good day, Is it possible to transfer attachments from the deals module to a custom module using flow? I have built a flow that creates a entry in the custom module based on fields captured on a contact through deal transitions. However, the attachments
Filter Tickets (views) based on related data
Hello, how can I create a view that retrieves the tickets based on related data? For example, I have a ticket that is linked to a contact person, who in turn is linked to a company. In the company record, some relevant information is stored, such as certain
Zoho Deal Structure for a certain business type
Hello there, I have a client in an industry that isn't quite good in terms of payment ethics. His process starts by signing the customer on a service agreement with a deal amount the varies in terms of paymetns, for example, could be a 10,000$ deal, that
Login issue with WordPress sign ups and Zoho CRM integration token error
I have a site that uses the WordPress for log in to WooCommerce and user info and then is supposed to push all info through to Zoho CRM. The site uses Zoho One paid version. However, new users at the moment who try to sign up get the error: "Error: call
Zoho Desk - Macro action is not being applied on all selected tickets
Hello, I have a macro button that executing function to update the selected tickets mp = Map(); mp.put("cf",{"cf_whats_app_message_triggers":"6 month retention"}); update = zoho.desk.update(org_id, "tickets", ticket_id, mp); this is the function, it's
No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain innovated@xxxxx
Hola, tengo un problema al momento de enviar correos, me sale el siguiente error: Me sale ese error mencionado en la descripción, ante esto me fui a verificar los MX si estaban apuntando correctamente. MX SERVIDOR: MX VERIFICACION ZOHO VERIFICACION EN
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