Tip of the week #31 - Access Zoho CRM from your inbox
The Zoho CRM extension in Zoho TeamInbox allows you to manage customer relationship activities right from your inbox. Here are some of the activities that you can perform: Add contact or lead from an email - You can add the email address in the From or
Reseller Program
Hello. I hope all is well. I have been waiting for a over a month now for someone to contact me regarding your reseller program. I did receive an email from Gary, but he is yet to return any of my messages. Last Saturday I had the distinct pleasure of hearing Raju talk about Zoho on a radio program. I am even more excited about Zoho now. I had wanted to talk about Zoho on my BlogTalkRadio program tomorrow evening, but can not endorse Zoho until I have a reseller agreement. Any chance of getting
Deduplication
Hello, Is there a way to identify a duplicate row entry across multiple Text columns? For example, a duplicate row is if "Region" and "Product Area" and "Product" are all the same entries. I cant seem to get it to work in the Advanced section of the Transformation
Epics module is now supported in the latest version of the Sprints Android mobile app
Hello, In the latest version of the Zoho Sprints Android mobile app (v1.2), we have brought in support for Epics module. Epic: It is a larger user story that contains multiple stories across different sprints. In agile methodology, every requirement from
Inviting external users to a chat is not working as described in your documentation
Hello. I was looking to invite external users into a chat and have found this article: https://help.zoho.com/portal/en/kb/zoho-cliq/cliq-user-guide/cliq-chats/cliq-chat/articles/how-to-chat-with-external-users-3-3-2021 Following your article, my invitee
What's New—December 2022
Hello everyone, As we head into the new year, here are the latest updates from December 2022. Reminder emails can be scheduled from the Reminders tab to inform participants about upcoming activities for your event or prompt them about something they should
Extension Pointers - Simple yet significant pointers #9: Module visibility
Controlling the visibility of custom modules in an extension The Zoho Developer Console allows you to create custom modules via an extension that will be integrated into the user's Zoho CRM account. Along with this support, the platform allows the developer
Get records CRM API, when we use If-Modified-Since, does zoho cache the records for the whole request ?
Hi, If we use If-Modified-Since in get records API, does zoho cache all the records page wise which are in the result ? If we modify any records belonging to the result of the api call with If-Modified-Since, does it affect the iteration ? , does it change
How do I update a record containing a Multiselect pick list with multiple values?
Hey API'ers, I need some help in setting multiple values in a pick list through the API. As an example, I have a contact record, and one of the fields is the Multiselect pick list Favorite Color. Normally if John Doe just liked silver I'd update it like
What's New in Zoho Inventory - December 2022
Hello customers, This month, we've added new statuses for shipments, shipment tracking in the Client Portal, the ability to invoice your customers in multiple currencies, and more. Let's take a look at all the updates made to Zoho Inventory. Introducing
Zoho CRM connector's export functionality enables end-to-end CRM data pipeline
We're thrilled to announce an update to our Zoho CRM connector that will enable you to create data pipelines to Zoho CRM. The public beta of "export to Zoho CRM" is now available, and can be enabled for users requesting it via email. Using the feature,
Can I call a custom function in a formula?
I have created a custom formula to calculate the current balance of an account and I would like to use that in a formula so that I can display it to the user when they are filling out a form. When I try to reference it like I would in a workflow script
Reassign leads, contacts, accounts and deals from a deactivated user
Hello there! Is there an easy way to reassign all of that from a deactivated account to a new one? I was trying to make a Change owner procedure, but because the account is deactivated I can´t find the information. Thanks!
Zoho Creator App, Go Back option
Hi, I am working on a creator app with multiple forms, reports and pages. On the main page, users can direct to the sub-page where they can see previous data and then redirect to fill out a form from that page. I simply created a page and form and then
Help passing form data to function
Hi I'm new to functions and am struggling to understand how to pass arguments relating to forms/subforms. I have written the below function. This executes within the form Projects, which contains the subform Schedule, and each record in Schedule contains
Will Zoho Docs external links works after migration to WorkDrive?
For many years I used Zoho Docs for files which are shared on many websites. I didn't find an answer for next question - if I migrate to WorkDrive now, will old published links still work? I understand that Zoho Docs will be discontinued, the only question
Migrating USDC to EUDC
We received an email about migrating account from US to EU. Also it says that old SCCs won’t be valid after 27th December. What does this means? We will lost access to our account? How soon we will receive an answer to the filled form? Thank you
Make Campaign Module Work in Zoho CRM
Hi, I am trying to figure out my use case for the Campaign module in CRM and I'm a bit lost on a few things. My use case is pretty traditional: - loaded prospects as "Leads" in CRM - Perform Telemarketing, send brochure via email, reach decision maker,
Better docs for SAML IdP
we've gone through some back and forth while setting up SAML SSO for Zoho One with Azure AD (MS 365). it is quite a common case that enterprises want to use their existing MS auth instead of Zoho password and I think the docs would benefit from some improvements.
help me.
how I fix something went wrong.
Paying for Invoice - Can I update colors used in https://zohosecurepay.com/books/
When I email customers invoices and offer an online payment option, when they click on invoice they are taken to https://zohosecurepay.com/books/[our organization}/...... The problem is that the header is a large red block. Our company color is BLUE.
For Each Returning Null
Hello, I am new to Deluge and am running into an issue with a For Each of a Map variable. It is probably a simple fix, but I am perplexed that I receive two different results depending on whether the code is run in Zoho Creator or the Tryout section of
zoho.crm._getRecords() in Zoho CRM
I've requirement as below,\ My Custom modules Names: Product Master, Jobs, Cost Center(like Product line items), Accounts Products. I've 50 products in Product Master module So Whenever an Account is created in the Accounts, then in Accounts Products
How to Change Xfinity Comcast WiFi Password?
How to Change Your WiFi Name and Password If you buy new router, the first thing you should do is change your wifi network's name and password. But You have change your name and password. Then you need to change wifi password on a windows, mac and Mobile.
is there a good place to find a developer/consultant to customize my Zoho CRM GUI?
I'm looking for help in customizing the Zoho CRM GUI (for myself). I believe most of the changes I want are available out of the box but I dont have the bandwidth/desire to learn the different customizations of the modules and fields and carry it out
Backstage: Event Calendar Widget for Website
Hello, Love what I'm seeing with Backstage. As an organizational coaching/advising/consulting firm, we often have many different events each month. I would like to see a widget or code to create a calendar that aggregates all of the events with filtering options for an "events" page on our company's website. A tool similar to this: https://wpshindig.com/ would be great! Thanks, Byron
Dependency of tasks in hours
Dear all, I create 2 tasks - each 1 hours of duration. Task one is schedule DAY 1 on from 800 to 900. Set dependcy of task 2 to start after task 1 is finished. Expectation: both tasks will be completed day 1 (assuming resources are available). Results...
Search in Zoho Desk contacts by Boolean custom field - using deluge
Hello, I am trying to search for contacts that cf_sync is false here is the script: contacts = zoho.desk.searchRecords(orgid,"contacts",{"customField1":"cf_sync:false"},0,100); info contacts; but the output is: {"errorCode":"UNPROCESSABLE_ENTITY","message":"The
Using COQL with JS SDK
Hi, Is it possible to use COQL functionality available in the v2 API with the JS SDK for embedded applications? Thanks, Conan
The Customer Experience Workshops are back in 2023!
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
Department wide signature
It would be great if an admin could apply the same signature for all agents. Much easier and less chance for error to have one person manage the signature.
Popup window adding new entry on Lookup Field
Is there a way to change the height and witdh of the popup window that opens whenever the "Add New" button is clicked on a Lookup field? The form that opens has a subform with around 10+ fields and the popup window that opens is really small. It will be great if we can edit this. Thanks.
Zoho Creator LookUp field Clickable
Hi I have 2 forms in my app (Zoho Creator). One of this form have look up for another one. And my problem is how make this field like link, when you click it it will open in new Tab my another form with this record. I search any info about, i found how
Can you get "current ticketID"?
Hello I want to create a script that will create a product record. The script will be run from a blueprint and the name of the product should be fetched from a custom field. I can run this code and get the custom field value I want, but this code requires
Template editor -Bookmark how to do ???
Hi Explanation as only - Mark a component as Favorite for future use. Not enough for me to understant how can i select what to add as bookmark Exemple I create a Poll in one of my email usefull for several others email How to add as bookmark ? Thanks
Branding: eigenes Design erstellen
Das Design von Zoho Books wurde in letzter Zeit um weitere Farben ergänzt, wie zum Beispiel "Mustard Yellow". Noch besser wäre es, wenn man in den Einstellungen die beiden Farbwerte als HEX-Wert eintragen könnte. Der eine Werte wäre #EBEBEB der andere
Nieuwe oproepbalk feature in Zoho CRM
Beste Community, Onlangs hebben we een verbetering aangebracht voor onze ingebouwde telefoniegebruikers. Bij het instellen van de ingebouwde telefonie krijgen gebruikers de telefooninstellingen onder aan het scherm te zien. Het helpt hen om hun beschikbaarheidsstatus
MS Project Import - Task dependencies, milestones and WBS not imported
New to Zoho. I've uploaded an MS Project from project 2013 and the dependencies & successors in project (Predecessors and Successors in Zoho) weren't populated, milestones weren't uploaded, and the work break down structure was lost. Did I do something
Coming Soon: CX Workshops - 2023 across USA and Canada
Hello, can you see my screen? Can you hear me? This is a phrase we've all been saying more often than "good morning" over the last couple of years. Well, now it's time to re-connect in person. We're excited to invite you all to the CX Workshops we've
Correos no recibidos por clientes OFFICE 365
Desde hace una semana, mis correos enviados desde ZOHO MAIL no llegan a los clientes que tienen servidor en OFFICE 365. No recibo tampoco ningún mensaje de error del envío.
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