How best to create access tokens?
Hi, Im using cURL php and Zoho CRM's REST API. Im wanting a custom html form sat on my website which updates a Deal's record. I have this working (mostly!). Im using the Self Client type in the API Developer console. Is this the best client type, or should
Kanban view. Move phase
Hi all, I need that in the Kanban view, move a phase (sales cycles) that now seems to me at the end but I want to move it to the beginning. How is it done? Thanks
CRM does not close phone call when terminated on Ring Central soft phone
I have Ring Central enabled to work with my Zoho CRM. Â Whenever I place an outbound from the CRM, a little box pops up showing contact info along with a timer on the call. Â However, when I complete the call and click the End button on the Ring Central
File upload size is now increased in the latest version of the Projects Android mobile app.
Hello, In the latest version of the Projects Android mobile app (v3.6.3), we have brought in the below enhancements. File upload size for the task/bug & documents module has been increased to a maximum of 20 MB per file. You can attach 10 files with a
Bug in custom module lookup field search
I have a custom module with makes of products. When searching for a specific make (let's call it "acme") Zoho returns all of the makes containing "acme" except for "acme". So let's say the custom module contains: acme acme/pinnacle acme/diamond acme/gold
Create local variable that persist until form is submited
Hi, is possible to create a variable that persist until the form is submited ? I know is possible to create helper variables in the form, but sometimes this lead to having a lot of useless variables that persist with the form. So Im looking for a way
Insert email template on replying
Hi, I'm trying new version and have little trouble. How to insert email template when reply ticket? In the previous version, the Template button located in front of Bold button. Anyhow it disappears in new version. Do I need to setup any thing? Thanks!
Send pdf to shared resource using Zoho Deluge
I'm getting attached pdf to invoice in Zoho books. I will use GET request (using invokeUrl or postUrl functions). I'm getting result already in Postman: https://gyazo.com/e3a74ff1e5051928ddb162c0e01dbdd8 I'm getting content of Pdf in bin format. But I'm
Setting up the API key
Hello, I am trying to start using zoho as our CRM, and the first thing I need to do is importing the leads. I must do that through the API, and I have spent the past 3 hours going circles with Oauth, creating apps, clients and whatnot. So I decided to
Writer Deluge Variable
I'm building a custom function for zoho writer and am a bit stumped with the initial variable. Once I have my crm record id I'm good, but how do I define a variable for that id that triggers the custom function? Whenever I leave the id variable in my
Cannot add few users
Hey, I cannot create 4 email users which were previously in google suite. Whenever i try to add the users, it throws me 500 error. Please help me to find the reason behind it. The emails are listed below. raju@swivt.com.np anuradha@swivt.com.np rista@swivt.com.np
Daily email Limit and workflows
Hello, what will happen if a workflow triggers more persons than my daily emaillimit? Will the workflow fail or will the emails beeing sent day by day accordingly ?
Partially billing for timesheet time entries tracking time written off by project task
I am trying to understand how I might go about better managing my client project billing. I track time logs in PEOPLE which is then integrated to BOOKS from where we do the invoicing for client projects. Our projects will have estimated hours set against
How to use Bigin if I sell to individuals?
Our business provides services to private individuals, not to companies. Is there a way to customize Bigin to match this workflow? Having Contacts and Companies as separate entries may not be the most efficient workflow for our services, but otherwise
Customers Confused After Checkout - WE NEED CONDITIONAL "THANK YOU" PAGES
All of our subscriptions are completed through Hosted Payment Pages. Once the payment goes through, customers are redirected to the "Thank You" hosed page. The "Thank You" currently is incapable of giving the customer enough information about their subscription.
Impossible to connect Zoho Creator to a SalesForce sandbox enviroment, unless...
Hi folks! We have too many clients who are asking to us for integrations with their actual SalesForce data. The problem is Zoho Creator is only able to connect with SalesForce LIVE enviroments. And our clients can't give us access to the live enviroment. This is something we really need.Â
Zoho Notebook App 'Refresh Token Limit Reached
I have been told by my Notebook app that my refresh token limit has been reached. As such, I am now unable to open the app and use it. How do I increase this limit so that it will open up again and so I can get back to using it once more? I have several
Problem with Permissions for accessing files
Hey folks! I have a Samsung with Android 13 on it. I'm trying to update the app permissions so I can save notes as a PDF. I have given the app as many permissions for everything I have access to, but it still says I need to give access to files and photos.
export analytic report
Can i export reports from zoho analytics directly to Google Sheets?
Creator Storage usage
Is there a way to see the app storage usage. I'm with Express Plan and I have 20 GB. thanks
Special Character Limitations On Fields
I am having issues with the not being allowed to use special characters in certain fields. As I cannot use symbols such as ' and & I am having to make deliberate spelling mistakes. For example: companies with "&" in their official name addresses with an apostrophe, surnames with an apostrophe, Is there a way around this?
VLOOKUP in another file
Dear Zoho Sheet Team, I've been trying to find the way to use VLOOKUP() in another file (as OpenOffice and MS Office can) and haven't find yet. Is it possible? I tried this, for example: =VLOOKUP(A1;'one'$Sheet1.$A$1:$F$500;2;0) Thank you.
Zoho Sheet Save To PDF Cell Border Has Broken Lines
Hi Folks! I have some cells where I put borders around them. However when I save them to PDF, I see broken lines on some of the cell border. Is there anyway we can prevent this from happening? See picture attached.
📢 : Rewind with us – Zoho Analytics in 2022🗓️
As we wrap up 2022 and step into 2023, we at Zoho Analytics are grateful for all the customers who journeyed with us this year. While we look forward to continuously evolving and enriching your analytics experience, here's a glimpse back at some of our
How can I add more blocks in Zoho Books
I want to organize in my Offers and Invoices as good as possible. So I need to add more blocks as showen in the picture, where and how can I do this?
Subscription start times...
Is there any way for a Subscription to start after the customer pays the invoice? Seems like the subscription starts as soon as the invoice is sent.
Zoho Books
Hi, I'd like to know why my project task and timesheets are not showing on client portal? Thanks.
Category versus Classification Fields
Hi! Typically, what is the difference between the category field and the classification field? We are an insurance agency. Tickets are usually around requests for service of policy, claims that need turned in, request for re-shopping a policy, etc. Categories
Knowledgebase tooltips
Is it possible to add a tooltip to a word or phrase in the text of a knowledgebase article. Kind of like the "link" but do a mouseover tooltip? Even if it means adding HTML?
Zoho invoice -> Accounting system
Hello All. So I have been using Quickbooks Desktop forever. I setup Zoho Invoice and have been processing a few invoices and it works well. Now I am wondering what others do for the accounting system integration. To me Zoho Invoice and other invoicing
What's New this May 2020 in Zoho Books.
Hello Users!  The COVID-19 pandemic has affected every aspect of life and has made it a challenge for many to run their businesses smoothly. To help such businesses in need, we came up with a few relief initiatives. At Zoho, as many of you already know, we are working Working remotely to ensure that our employees are safe and to provide you with uninterrupted service. We have been working constantly to enhance our product and to give you the best accounting experience. Here are the most important
Invalid value passed for file_name
hi im getting this error when editing a particular sales order Invalid value passed for file_name
How to pass Invoice Custom Field into Simple Hosted Page
I've tried using different ways: ...url_copied_from_product_sub...?email=$email&cf_iccid=$iccid&ICCID=$iccid&custom_fields%5Bcf_iccid%5D=$iccid&custom_fields%5BICCID%5D=$iccid email does prefil but iccid doesn't appear in subscription any tips?
Testing Zoho subscription. How to change renew date ?
Hello, I'm currently run some tests on Zoho Subscriptions (with test mode). I would like to change the renew date to check if everything works fine when renewing (without waiting until next week) Is there any way to do that ?
Change price/add discount based on a product custom field
Greetings I'm looking for a dynamic way to change a product's price (or add a discount) based on a custom field the product has, is there any dynamic way or any automation rules that would help me do that? Thanks
Parallel Transitions - Not working
Hi, I would like to enable parallel transitions in a blueprint as described here: https://help.zoho.com/portal/kb/articles/parallel-and-common-transitions. But this seems not to be supported anymore, I can't see any plus symbol when clicking on a transition.
Preview of Facebook URL -- Discrepancy between Zoho Social and Desktop Applications
When you try to paste a Facebook URL (Video or Album), applications like WA (WhatsApp) desktop are able to show a simple preview. However Zoho Social's preview says Login/Signup (as preview response from FB Server). I guess this is because WA could be
How to send email to multiple records from List Report?
If I have a list of records in a List Report, how can I bulk select and send an email? Please see the 1 minute video I made showing where I'm stuck. Thanks for your help! Chris VIDEO: https://www.loom.com/share/1c348548b8394a788fdbe39afa40770b
Zobot alignment issue in wix website
Here I made a bot for my Wix website by sales IQ Zobot, But the overlapped item by the bot is not clickable. Thank you in advance
Filtered list view total count
Noticed what I think is a small bug. Â When I use filters to narrow down a list of contacts the "Total Count" link at the bottom of the list gives me the total count for the unfiltered list, not the count of the filtered list. Â For instance, if I do a quick filter for contacts in a certain city, the total count should just tell me the number of contacts I have in that city, not the total number of contacts in the db.
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