WorkDrive - TrueSync
La fonctionnalité TrueSync de Zoho WorkDrive permet à ses utilisateurs de reproduire leurs documents WorkDrive web sur leur bureau et d'y accéder localement. Cela permet d'économiser votre espace de stockage sur l'ordinateur. TrueSync vous permet également
Search Products that are Out Of Stock
Does anyone know if you can filter Out of Stock Products in the back end of Zoho Commerce? I can't see it on any Report (which are extremely limited anyway). You can filter by selecting Products/Show in Store but I would like to drill down to Out of Stock.
From email Problem
Dear friends, I have configured the form so that I can send notifications using the email coordinacion@gate-in.com.ar, however they are coming from my personal email pedro.urdapilleta@gate-in.com.ar coordinacion@gate-in.com.ar is a shared mailinbox any
Moving CRM Leads to Campaigns List
Hi all, I'm trying to accomplish something and I'm tired of going round and round in circles with support. Here's the scenario: I have a List in Campaigns that is connected to a Campaigns Automation (I'm creating a drip list). Using an actual Campaign
Emails Are Not Creating Tickets
Hello, we have a support Desk for our warranty division and, as of recently, is not generating tickets from emails sent to it. We have Email Fetching enabled and our mail trace shows successful delivery of the message from the sender to the recipient.
Providing acess to social for an external member from the organisation.
How do we provide access to an external source to run our social media, who is not a part of our organisation. Do guide us how to proceed without using a licesnse key or account just for zoho social
Parent Child extension
Do you know if this extension allows for Parent-Child relationships to be listed on the main page. For example, can we have the parent listed, and the child listed underneath it. For example Ticket #475 is a child to ticket #502 but I have no what of
API Get Recors of Leads Module doesn't retrieve all records
Hello, I have some problems with the api Get Records of Module Leads. https://www.zohoapis.com/crm/v4/Leads Until sunday 08/01/2023, with this API I could get all lead records, but today I can get only 4354 records out of 36710 I have in the crm. I could
How to bill & track multiple salespeople in one business
Is there a way/how do you: I have a business client that has multiple salespeople. Salespeople are sent their own invoices but payment to me comes from the main company, so many invoices paid in one check. I would like to keep the salespeople separate
Can't ship zero quantity on pack list
I have a sales order with multiple lines. I want to ship several of the line items now, but keep the others open to ship later. When I try to create a package for only the items I have on hand, the system won't allow me to pack zero of the other items.
Staff Vaction Time (i.e. user-specific holidays)
Not sure if this is possible, but it would be great if we could schedule staff vacation dates on a user-by-user basis in order to help with resource allocation.
staggered email notifications
Hi Were looking for a way for a certain person to recieved a email with a PDF of the completed form. We know that this can by done by going to Notifications>email notifications, however this is sent when the form is completed. Instead, we are wanting
va cm el culo
soy el suso de gataq de gorgos y esto es una puta mierda y va cm el puto culo el d google mola mas!! mola mil!! google ruñle
Zoho One Pricing and Zoho Mail
Whether this is a whinge, complaint or recommendation. Take it either way. I was so looking forward to moving my companies email to Zoho Mail, away from Google to have everything in the one system to find out that it would cost over $2,500 annually for
Is there a Workflow Rule that can Auto-Gen Account Name based on Customer Email?
Hi, I'm very new to Zoho Desk and don't have much of a developer's background. I've tweaked with workflow rules, but can't seem to create one that can auto generate the Account Name based on the e-mail from our clients. Is this difficult to create and apply?
When to convert lead...
We are a healthcare company and have leads who complete a meeting, then complete labs, then consultation, then prescription (order win). 1. Should we convert the lead to contact when they set up the meeting? Or after the meeting? The meeting is typically
Modification Dates
Hi! Is there a way for files to retain their original dates, instead of the date they were added to WorkDrive? Thanks!
Custom actions for additional reports from same form
I have created additional custom reports from the same form, e.g. pending payment, showing only payment records where the status is "PENDING". I cannot get custom actions to appear for the items in this report. I already have actions that appear based
Clients GPS coordinates feature
I believe this is a feature that should be added. Right now there is only the possibility to add addresses and not GPS coordinates. Only workaround is too add a new custom field, unfortunately, this is not a great solution. In developed countries, addresses
Can I trigger a workflow based on a related record field value?
I have a string of triggered workflows to create a task on an opportunity. Task 1 gets created when Opportunity stage is changed to a value "Get Meeting". When Task 1 is completed, it triggers the creation of Task 2. When Task 2 is completed, it triggers
Populate a dropdown with data from another Zoho Module
Hello, I'm quite a newbie with Zoho Creator but I have a simple use case which I can't succesfully achieve. My request is quite simple. I would like to populate in my application a dropdown with data from another Zoho Module. Actually the list of vendors
Recognizing Weekends on workflow automation
Hi, Many times, client wants to follow up exactly 48 hours after a lead is created except for the weekend. Does Zoho have any plan to add more flexibility to their workflow to address this limitation? Is there any other way to address this. Please advise.
Add emails into Zoho Recruit from Office 365 or Outlook extension
It would be great if the Office 365 and Outlook extension had support for adding not only a Candidate/Contact but also the email itself into Zoho Recruit. Preferably with an option to choose which of the involved emails should get a copy (sender, recipients,
Zoho Commerce integration with Zoho CRM
Hello, I just subscribed for a basic plan at Zoho Commerce but I cannot connect with Zoho CRM. When trying to connect the two platforms, after entering the special ZSC Key, the following problem appears: "You can integrate your Zoho CRM account with only a single store in Zoho Commerce. This account is already in use." In fact, we do not have any other published and integrated store in Zoho Commerce. Has someone experienced such a problem? How it could be fixed?
Community Digest - December 2022
Hello there, folks! Here's the last piece of the pie. With this December digest, our digest series of 2022 is complete! Take a look. Announcements: New enhancements in Zia: You can now organize, measure, and scale your business activities with the help
API assistance for creating subscription in Zoho Subscriptions
Hi, I have the below code in zoho creator in order to create a new subscription in Zoho Subscriptions when a customer signs up. Could you please assist in editing this code so that when a customer uses an email address that already exists in zoho subscriptions
Attachment Upload Fail in CRM
I am unable to upload a PDF attachment to a contact in CRM. CRM attempts to upload (blue loading bar), and then states "upload failed." I have restarted my browser and computer. I also tried to save the file as a JPG and the upload still failed. I checked
Zoho Pivot - Column Formatting Problem
I have data that looks something like the table below. If I format it with decimal places, figures like 104,292 turn to 104,292.00, and I don't want that as readability suffers. I don't want to remove the decimals either because they're important for
Unable to read Account using ZDK.Apps
I'm trying to read an account with the following line of code: let r_AccountDetails = ZDK.Apps.CRM.Accounts.fetchById(v_AccountID); I know v_AccountID is a valid account Id, but r_AccountDetails is always undefined. I've tried hard coded account ids,
Does addition of a filter constitute a task in Zoho Flow
Hi, we created a simple Zohoflow to sync records between Bign Contacts and Zoho CRM each ime a lead was updated. There were approx.5000 leads exisiting in the CRM module. The moment we tested our flow, we got a warning that we have used the monthly quota
Change the origin of the meeting emails from the organiser to the company or another user
Is there a way to change the meeting activities so the emails are sent from the company email address or from another user [ie the host]
Push a note from ServiceM8 to Zoho CRM using Zoho Flow
Hi Team, I really need your help. We book jobs on ServiceM8 for customers and these customers have contacts (records) in Zoho CRM. When a job is booked on ServiceM8, we want to trigger Zoho Flow to push the notes entered on ServiceM8 and be added into
Flow: from google sheet to zoho crm
Hello, I am struggling with a few things when trying to use a google sheet to upload to zoho crm: 1. What date format should my data be in? I have tried multiple date formats and it keeps failing because of the date 2. How do I ensure that the trigger
Woocommerce connection error
I get "WooCommerce says "null"" error when I try to connect to woocommerce with zoho flow, Please help. Thanks
Zoho Flow - Jira Update issue problem
Hey community ! I am trying to make a flow with Jira / Update issue but each time I try to turn ON my flow, I get the error : Jira Cloud says "null" My connection is working just fine when I test it. I also revoke the Jira token and assigned a new one
Conditional Branch
ZohoFlowでZohoFormの送信確認通知をチャットワークへ飛ばすフローを作成しています。 テストでは通知が送られましたが、チャットワークのAPIトークンを登録し、60名分を連携し、条件分岐でフォームのアドレレスを元にメッセージを飛ばすチャットワークを判断したいです。 API連携の上限と、条件分岐の上限を教えて下さい。 また、フォームが承認または差し戻しをトリガーとしてFlowで使いたいのやり方を教えて下さい。
Help
My issue, I have a flow with trigger Zoho Books (Invoice Created). The first step is not getting triggered when I create an invoice in Zoho Books. Connection is good using Zoho Books app connection in other flows without issue. But when I use it as
Zoho Books says "Illegal value specified for a Dropdown field: ["..."]" Forms to Books using Flow
Hello, I have a problem with my Zoho Books using Flow. I am basically using Zoho Flow to link my Zoho Forms with my Zoho Books. I want to Create a new item in my Zoho Books from the info I typed in Zoho Forms. I used this tool in the image below: My problem
Website won't publish
I don't get my website published. Get everytime screen. But done that already. See pics. diskedobbers.eu
How To Set Report Column Width in Creator 5
In previous versions of Creator, report design included the ability to specify specific field widths for each column in a report (browser). That capability seems to have gone away in 5. I have a report in which one of the columns may have a lot of text
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