SD Analytics Plus - Tickets Created Outside of Business Hours
Is there an easy way to group Requests by whether or not they were Created inside of business hours? Maybe a Boolean that would just be Y or N if the ticket was opened inside of Business hours... Thank you, Greg
How to connect Freshchat's raw data into Zoho Analytics workspace?
Hi guys, So my goal is to connect Freshchat's raw data regarding customer support to my Zoho Analytics workspace so I can perform analysis, and build reports and dashboards. Is this possible? If so, how? Thank you very much.
Not all contacts are sync to Zoho Campaigns
Hello. I have a list in Zoho CRM which is immediately sync to Zoho Campaigns. However, not all contacts are available in Campaigns. In CRM, I have 147 contacts (leads), but in campaings only 92.
Marking an EVENT as closed
Is there a way of marking an Event as closed once the meeting has been attended?
Do I still need the Zoho Sales IQ WordPress Plugin?
I have added the Zoho sales IQ code to the closing body tag of my Wordpress website and I can see the live chat button working already. Do I still need to install the WordPress plugin for sales IQ?
Is there an efficient way to enter tasks with Work Hours?
Our team typically enters several hundred tasks in any given week. We are finding the process very inefficient in Zoho Projects. We would like to be able to quickly enter these 3 values when creating tasks: name of task assigned resource work hours
Invoicing Sprint Timesheets?
We currently use Projects for most of our work and leverage the integration with Zoho Invoice/Books for invoicing. We're looking at using Sprints for some projects but there is NO integration with Books or Invoice, so how are folks invoicing Sprints log
How to create a slider or use something like jquery slider ?
How does one create a slider or use something like jquery slider in Zoho sites ? A widget for doing so will be great. Vishal
Setting Auto-Reply to Emails and Support Tickets During Holiday Hours
Hi, I need to be able to send an auto-reply to any emails or support tickets that come in during our December holiday hours, letting our customers know we are unavailable. Preferably this can be something we switch on or off quickly as we won't be gone the whole day for some dates. Please assist urgently. Thanks : )
Updating Existing Price Lists - Bulk option
Hi, I know a lot has changes in the pricelist section and you can now import whole lists from a CSV file.. Great!! My question regards a rather complex issue.. Updating an existing price list. We have 50 products and 12 price lists, so if we want to update
Hoping to pull-down menu, plus sub-folder in the folder where you can add sub-menu
Hi Hoping ZC on pull-down menu, plus sub-folder in the folder where you can add sub-menu.. like this: Thanks Stanley Guo 2011-11-10
Zoho Creator 6: How to publish my app?
I'm helping a friend make a simple application in his Creator account. He uses Creator 6 but I've always used older versions. When I make edits to a form they are not updating live...Can someone watch the video and let me know how this works? Can I switch
Access existing record URL with embbebed link or perma link
Hi, I'm trying to access an existing record through URL, its possible to use the report or the form with an embbebed or perma link. In both cases we get this report is not accesible. In order to try to get the record we are using: (Embbebed or permalink)?recLinkID=<ID>&nameLinkView=<report.name>
DATEV export in Germany
Hi, could someone please tell me if they have successfully exported data from Zoho books and imported to DATEV? I'd really appreciate some helpful answers, thank you.
Formulas - referring to results of another formula
I am attempting to create a formula. I'd like to do it in multiple steps (e.g. result 1, result 2, result3 = result1 - result2). According to https://help.zoho.com/portal/en/kb/creator/developer-guide/forms/add-and-manage-fields/articles/fields-formula-understand-expression#Building_blocks_of_expressions
Creator + Zoho Sign
Hi All, First off, thank you for everyone's help so far. I am trying to accomplish the following in Zoho Creator: Recall Document & Remind Signer. Both of these functions are not available via deluge so I am trying to use the Zoho Sign API. I believe
How to get data from response?
In deluge I used a simple statement to get a Zoho Sign Document response resp = zoho.sign.GetDocumentByID(XXXXXXX); info resp; I get a response in this format { "code": 0, "requests": { "request_status": "completed", "notes": "", "attachments": [ ], "reminder_period":
Call zoho creator form URL with in zoho CRM
Hi, I’m trying to access a zoho creator form through CRM. We already access the zoho creator report which contains all the records using: https://crm.zoho.com/crm/org772677320/tab/CustomTab1 but we need to access an specific record, we could accomplish
Community Digest - diciembre de 2022, y un propósito para el 2023
Community Digest de diciembre 2022 ¡Hola, comunidad! Estamos en las últimas horas del 2022 y como cada año tomamos estos días para echar la vista atrás, durante los cuales recopilamos nuestros hitos del año y reflexionamos sobre lo que hemos conseguido,
Community Digest: Samenvatting van December 2022
Beste Community leden, Dit is alweer de laatste post van het jaar, we blikken tijdens deze Community Digest graag nog eventjes terug op wat er in December is gebeurd binnen Zoho Dutch Community. We begonnen de maand met het tweede deel van het automatiseren
Kaizen #66 - Contact Roles #API
Hi everyone! Welcome to another Kaizen week!! This week, we will be discussing the Contact Roles APIs in Zoho CRM. What are Contact Roles in Zoho CRM? The Contact Roles related list is a powerful feature in Zoho CRM that allows you to define the role
Daily summary of Zoho CRM sales orders
We need to chart sales orders over time with a daily summary of the value not invoiced on sales orders. It's easy to capture the current total, is there any way to capture the historic sales order data? We're looking for something along the lines of:
Price Book customization for pricing model not based on discount
Hi, I'm having trouble customizing the Price Book module. #1 First, in Setup > Customization > Layouts > Price Books, the field "Pricing Model" is not customizable. The existing values to pick appear as "Par tranche" and "Par palier" which is in French
Desk Comment Module not available in Analytics
Need to guide, does any know how i can sync the comment module from Desk to Analytics. Thanks Rudy
Zoho User can't access associated Project Documents
We have a new bug/issue with Zoho Projects. My staff could first see documents when a task was created in a project, then it stopped working. I have to manually share each document with them to see. We have a integration from Zoho Forms, where a brief
Value is empty and 'isEmpty' function cannot be applied
Hello, I am having a very strange error in my custom function with Deluge. It is a function that creates. invoices automatically every Friday if the sales order is shipped. I added a verification to know if the customer has credit notes actives. If the
error at null
Hi, *New to Zoho creator. Im trying to copy input from one field to another, and I'm getting "Error at NULL." ybeRecords = Yellow_Bird_Employee[ID in input.Salesperson_s]; ybeStringLists = ybeRecords.Email.getall(); if(input.ybeStringLists.contains("Mike
Zoho CRM API to Oower BI custom connector
Hello everyone, I've been struggling with this for a few days now , I hope I can get some help here. I want to create a custom connector for Power BI that imports data from Zoho CRM. Te OAuth 2.0 part of the code is working properly. The connector connects
Item Table Label Width
The width size in terms of percentage set by myself doesn't reflect on the estimate document. It looks like the value entered are not considered at all .
"Contact [field as lookup] cannot be deleted as it is used to filter records in portals"
see video https://workdrive.zohoexternal.com/external/a6e45cbfddf401740dc72cb65316f7bff24d2637df7f9f31ea872359632f3597
Migrate from US to EU
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
Zoho.com migration to Zoho.Eu
Hello, we are a EU company and want therefore to migrate to zoho.eu. What's needed to get this done? Thanks
convert zoho datetime to deluge date time
Here is my Flow deluge code. I need the return value to be a valid Creator datetime field. date date_time_frustration(date zohoDateTime) { return zohoDateTime.replaceAll("T"," "); } I 'gin to be weary of the sun when in a single ecosystem that doesn't
Automatically end WhatsApp conversation
Hello, I am trying to automatically end conversations in "IM" module specifically WhatsApp conversations. Is it possible?
Skill Set List in Appraisee View - Shouldn't Reorder after Upgrade
I am doing annual reviews for my employees. Part of that is updating the skill set ratings. In the view of Performance | Teammates | Appraisee View | {employee name} | Skill Set, the list of skills is there to review and update. I sort the skills alphabetically
Can we make a graph dip (change direction) using the underlying data or any settings
I have a dashboard for a headcount. As you can see there are 2 lines lines. One is the total running count of people still working for me and the other one indicates people who have left. Is there a way we can combine the 2 lines and depending on the
Line Chart - Do not draw lines between zero values?
Is it possible to skip drawing the lines between two data points (represented by dates) when the value is 'zero' between those dates? I also do not want 'zero' to be plotted (do not use "Show Missing Values"). Example of how I want the line chart to skip
Creating Estimate through API is not working right with Avalara Integration
I am creating a custom function in Zoho CRM that generates an Estimate in Books for the customer in based off of information in a custom CRM module related to the customer in CRM. I am running into two issues and they both are related to properly obtaining
task lists save in inverted order
When I create task lists, intuitively I start with the first task to be completed and then progress to the final task. However, zoho projects appears to then save them in reverse, or inverted, order. This causes a problem because when it inverts the task list it assigns the S# according to the inverted order so the last task becomes the first task with an S# of 1. Therefore when setting up dependencies you can not assign a later task as dependent on an earlier task because when inverted it is assigned
Zoho Portal not displaying right text on own questions
Hi team, I asked a question earlier today and, when I opened back later, I realised there is a small mistake on the text that displays at the bottom of the post. Right now it reads: "You've this question". When it should read: "You've asked this question".
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