Password Field/Mask
Is there a way to create a password field or mask a field with certain characters. i.e. As I type 123456 it shows up as ****** Thanks.
Reddit forum-like app in Creator
Has anyone ever created a Reddit forum-like app in Creator? I'm sure I could figure it out myself, but I was wondering if anyone else had done it before and had a roadmap of sorts. Thanks!
How to get the display name of a single field (solution)
FYI: string Field_Display_Name(string form, string field_link_name) { url = "https://creator.zoho.com/api/v2/" + zoho.adminuser + "/" + zoho.appname + "/form/" + form + "/fields"; // allcreatorscopes is an internal API connection with ALL Creator scopes
SalesIQ Live view <> Google Analytics Realtime
Hello I have recently implemented and tested out Zoho-SalesIQ with chat. Strangely I notice that G Analytics is showing people on the site much more often than SalesIQ Live View. Put another way Liver View is not "seeing" many of the people on the site
Logic-based form calculations - Introducing Conditional Formula for Zoho Forms
Hello fellow form builders, We hope that our rewind post got you on the edge of your seat, intrigued about the useful, new features for 2020. Well, we are very excited to roll out the first one for the year! :) When our team analyzed customer feedback and use cases last year, we realized how much effort our form builders were exerting to craft a personalized form filling experience for their customers/users. We know that our conditional logics feature has saved you a lot of time when creating
Zoho Cliq Display bar - Zoho Inventory
Hi, I was wondering if there is any way we can get the Zoho Cliq display on Zoho Inventory to be larger. It appears very small at the bottom of the screen. Is there a setting we can play with? Thank you
Copy documents
Hi there, I recently started using Zoho and find it to be good solution so far. Although I have a simply requirement and it would appear (by reviewing the forum) that the functionality is not supported. I have created a spreadsheet document that I need to make a new copy of for each new client. However I understand that I can only make copies of uploaded documents and not native Zoho documents? I can't work out why this would be the case. Is this still a current limitation? thanks, Zane
IMAP function disabled without user interaction (old free plan)
Greetings, I just noticed that all of sudden my IMAP client for one of my accounts did not want to sync the mail data. On further inspection it seems that the IMAP function was set to disabled and POP enabled. I know the new free plans does not offer
Closing the financial year
This is the first year I am using ZOHO Books and I want to close my financial year for last year. I have gone through and checked all transactions are correct, written off bad debts and reconciled all accounts. I have also read through the tips for closing the year and followed all of these. Once this is done though I am not sure if anything else has to happen. Is there somewhere that i am supposed to record that the financial year has ended? I have looked through and not been able to find anything
SMTP error Your server does not support the encryption type you have specified.
My client who I configured his Zoho email for has from today only, getting this error message in Outlool SMTP error Your server does not support the encryption type you have specified. The email client has been sending emails normally for many months. We checked settings and its configred for TLS/587 we change dto SSL/465 and the issue repeats. We checked his wifes computer, different emaiil account but same settings and the same problem. I dont know what else I can do to fix this? domain: rcgd.com.au
Missing emails after IMAP synchronization
Hi! Yesterday, we shifted one of our employees from POP to IMAP. After sync is done, multiple emails were missing and disappeared without a trace. The missing emails are not in spam, trash, archives, or anywhere else to be found. Emails saved to other
Outlook not connecting to Zoho
The following message pops up when I try sending new emails on Outlook: "This message can't be sent right now. Please try again later." The POP and SMTP is correct. The password is correct. All emails are still autoforwarding from Zoho but I can't send
Kaizen #68 - Scoring Rules APIs[Part 1]
Hello everyone! Welcome to another week of Kaizen! This week we will discuss the Scoring Rules APIs. What are scoring rules? You may have different strategies to engage with customers, make their journeys successful in your business, and to convert them
How to fetch subform data to calculate Custom/Aggregate fields
In Quotes Module, I have created a subform from which I want to fetch the data such as weight, height, width and length to calculate total volumetric weight etc. But using Formula field in aggregate function I am unable to fetch the records from subform
Zoho CRM Mobile - where did module-specific grouping go?
The CRM Mobile Version History says for 3.7: "We've revamped the module specific grouping and sorting settings. Users can now sort their records in each of the custom views within the app." This is clear as mud. Where specifically in the mobile app can
Round time to nearest 15 minutes, half hour, or hour?
Hello, So far I'm very pleased with Zoho invoice. I freelance so most of my work is hourly. In order to make things cleaner for myself and for my clients, I was wondering if there is a way to round the time to the nearest quarter hour, half hour, or hour. So if I log 2.73 hours with the timer, it would round it to 2.75 on the invoice if I choose it to round to the nearest quarter hour, or 3.00 if I choose to round to the nearest hour, etc. Thank you.
Is there a way to Inactivate a task in Zoho Project?
I have a large project going and I have some tasks that are optional. I would like to see the effect on the Gantt if I inactivate these tasks. How can I do this without deleting them? I need to keep them in the project, but just want to test scenarios
How do I grab the thread in a custom function?
I need the sample code for grabbing thread content from an email and put it in ticket description. Do I need to make an API call for this? When I tried making an API call for the thread content, I got an error for: {"errorCode":"UNAUTHORIZED","message":"You
Send merged documents as attachments
Hello everyone, Is there a way to create documents that will have fields from the CRM record and send them as attachments through the CRM function "Send email"? Templates in settings could be created only for the email itself, not for the attached files.
Campaigns UI Select Elements Closing Automatically - Unusable
There are several places throughout the UI in Zoho Campaigns where there are select dropdowns (or a fancy equivalent) that open when clicked, but automatically close before I have a chance to select anything. I've included a short screen recording of
Create a Folder in Google Drive via API
Hello, I am trying to create a folder in Google Drive via API with below code: drive_map = Map(); drive_map.put("mimeType","application/vnd.google-apps.folder"); drive_map.put("name","folder name here"); response = postUrl("https://www.googleapis.com/drive/v3/files?key=API_KEY",drive_map); But I am getting this error. {"error":{"code":401,"message":"Login Required","errors":[{"reason":"required","domain":"global","locationType":"header","location":"Authorization","message":"Login Required"}]}}
Free Methods to Print Multiple Outlook Emails from PST to PDF in 2023
If you need to convert a large number of PST files to PDF with attachments, you have two options: a manual way or an automated method. If you are searching for a safe and quick solution to print multiple Outlook emails from PST to PDF with attachments
Scores are now available as a record fields
Hello everyone, Greetings! We're here with a minor enhancement announcement about multiple scoring rules (MSR) in Zoho CRM. Since MSR was introduced last year, you've been able to score records in multiple layouts at once in the Leads, Accounts, Contacts,
How to open up a popup in Zoho CRM
I currently have a Zoho Blueprint for a conversion that sends a request to Stripe to create the customer, create and finalize an invoice and then send me the invoice payment link in Slack. Webpage How could I open a popup in the window so the invoice
Converted Lead Report
I'd like to create a report which shows leads created by month over the last two years that also includes leads that have been converted. Is there a way to do this? It seems to only show leads that haven't been converted!
Connect to Zoho CRM Data as a Linked Server
hi is it possible to connect Zoho crm MySQL Easy Sync to a server for backup on premise?
My email is going directly to trash without any filters on it!
I have testes this mail account with multiple mails and each one of the email were directed to the Trash folder. Mails were sent from different mail accounts.
Transfer data to another Zoho Account.
I would like to transfer all the data I have on a single account in Zoho to another company that also uses Zoho. I want all the Contacts, Notes, Cases and Deals, open and closed, to be included as well. Anyone have thoughts?
Custom Fields on Transfer Orders
Hello everyone! As for now we have to deal with the lack of this functionality with a lot of workarounds, troubles and of course human errors that lead to discomfort for our team. Is there any plan on developing this feature? I can even see how in Zoho
What's New in Zoho Books - October 2022
Hello users, As we reach the last quarter of the year, we are back with updates and enhancements to meet your accounting needs. Let's take a look at what's new in Zoho Books this October: Accounts Receivable and Payable in Balance Sheet Report (India)
Event reminders for group calendars.
We are a small church trying to operate an opening up rota. We have a zoho group of which all our keyholders are members and a weekly event in that group's calendar which records who is set to open up each week. Each event is set up with a couple of reminders.
How can I delete a calendar event?
Hi, I know there is a way to add an event via deluge function "zoho.calendar.createEvent", but how can I delete an event?
Zoho Desk Attachment
I have a form in Creator that collects information and creates a ticket in Desk. I would also like to attach a file to the ticket using the File Upload form input, but I am not finding much information on how to make that API call. My code for the Create
Different menu for different pages and can you hide a menu from the home page?
Since we have different types of clients, our "home page" will be "who are you?" and then once they select the type of client they are it'll send them to their homepage with its own menu. So three different clients with 3 different menus and the initial page wouldn't have a menu. How can i go about doing this? How can I hide a menu from a page but also have 3 different menus and delegate them to certain pages?
Lots of edits in creator
Is it possible to do lots of editing, easily in creator? For example, in regular spreadsheets you can copy/paste multiple cells, drag stuff around, single click for editing. Can we have that same thing in creator? Perhaps like the crm - you can edit account info in sheets. "Edit this view in sheets" -> will have it export to sheets, then import back. Being able to download the view into microsoft excel, edit, then save would be amazing. Thanks! avimar
How to implement ads.txt file on Zoho Sites??
Hi, I have scoured the web looking for advise on this and cant seem to find it. I have created my ads.txt file but can not figure out how to add it to my "root domain" Is there anyway to add this ads.txt file to my zoho site or am I out of luck :'( Help would be greatly appreciated. Thanks!!
Creating formula in Formula field
Hi, I am attempting to write a formula field that will give me one calculated result if one statement is true, else 0. Fields: "Deals.Business area" "Deals.Power - MWe" "Deals.Probability (%)" What i need as an example is, if you find in the field "Business
Not able to see ZDK.Apps in Production org whereas using it in Sandbox.
Hi Team, We're facing issues in using ZDK.Apps in Client Script. It's not visible in Production org, whereas using the same in Sandbox. Please help us in this as our feature is blocked due to this in live org and is affecting our users. I've also attached
Is there an approximately date for the next update release?
It would be great to know the features that will be added and the date. Also, I would like to congratulate the developers. Despite the fact, I did not trust the software a lot and the configuration was quite hard, more taking into account that the documents
Zoho Desk and Projects Integration (Time Entry, Status and Agent Synchronization)
Hello everyone, I am currently new to Zoho Flow and only know basic things that doesn't require much of a coding. Currently I have Zoho Desk & Projects integrated but unfortunately it doesn't sync the Time Entry, Status, and Agent we currently set on
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