Function to get URL of current stateless form
Hi, is posible to get the URL of an active stateless form, from a script called by a custom button in the same form ? I dont think hardcoding URL is a good idea, because if I change the development envoirment URL is going to change
Video upload freezes on Zoho Social
I have a 1.5MB video and it will not upload. Every single time I click upload it goes to around 50-60% and just freezes. I have no idea why but it's annoying and considering I'm on a trial this isn't exactly encouraging me to buy a subscription if I can't
Restrict Calendar View to Working Hours
So I setup my working hours in Settings but how do I get my calendar to show only those hours?
Unattended access verification email
Hello, I am trying Zoho assist free trial, I have tried Remote support and it works good. I have wanted to try an Unattended acces, but after 5 attempts, I still have not received an verification e-mail. Could somebody help me please? Thank you
Projekttage im Zeitnachweis abrechnen
In einen Projektangebot werden Projekttage und Projektstunden angeboten. Als nächstes beauftragt der Kunde das Angebot. Nun wird aus dem Angebot ein Books-Projekt erstellt. Die Artikel mit den Projekttagen, Reisekostenpauschalen und Projektstunden angelegt.
Department specific approvals for bills and expenses
Hi, Our organisation has multiple departments. Each department has multiple cost centres. I need to create an approval workflow that a user only recieves invoices, expenses, bills from the vendor portal, specific to their department. The bill workflow
BUG - Branches & Warehouses Deactivated Monthly!
Hello, every month I have this niggling issue where at the beginning of the month some branches and warehouses are automatically set to "inactive" by the system and no one from support can help because the issue has to be escalated to Finance Plus who
Where are all my emails before february ?
Hello, I notice that before february 2022, all my emails stored in different folders have disappeared. If I do a search, I can find back some emails prior to this date. What happened? An archive ? Regards.
set field form in page through URL parameter
Hi, Im trying to set a field form in a page through URL, "exampleField" is inside a form, and the form is inside "PageName". URL example: creatorapp.zoho.com/userName/environment/development/appname/#Page:PageName?exampleField=foo This doesnt seems to
Zoho Sheets Auto Updating Capabilities
I was wondering if Zoho had the capability to do this or not - I would like to put up our local television studio's TV Schedule online on the website I am creating for it. The scheduler program makes a .lst file which can be opened up in Microsoft Excel after doing an import wizard. I was thinking of writing a script for Excel to auto import the schedule once a day and save it as an .xls file. Then I was hoping to import this schedule .xls into Zoho Sheets, so I could embed the spreadsheet into
Collecter les fichiers
Toute tâche implique, à un moment ou à un autre, la collecte de données ou de documents. Qu'il s'agisse de rapports de projet d'employés, de rapports médicaux de clients ou de devoirs d'étudiants, WorkDrive vous permet de collecter et de gérer des fichiers
What happened to the ability to hide attachments in KB articles?
I used to be able to hide attachments in KB articles but i can't find that option in the new interface. This was very useful as I use a KB article to keep the latest drivers for our products. This way when customers access the article they only see the
Create a Business Procedure Manual using Zoho Creator
Hello, I've seen is it possible to use Zoho Creator to create a Business Process Management app (Free BPM Software | Business process management in the cloud - Zoho Creator). Is there any tutorial on how to do that? We need to create an app where we can
Show tags alongside article names
Hello, is there a way to show article tags alongside articles name in the chapter menu (Zoho Learn)? Here's an example:
Current user in blueprint widget
Hi, I have blueprint transition where I use a widget. After the successfull execution of the widget, I trigger the next state with a deluge function. In the after stage of this transition I have an another deluge function as a custom action. In this function
Is it possible to embed where a field should go into a document?
I am using the Zoho Sign API to automate sending a file for signature. I am generating the base PDF in real-time and it can change based the content. I need the signature place to be on the last page in a specific location. The "requests/[Request Id]/submit"
Uploading images to templates
Hi, recently I have experienced problems uploading images to templates, first of all images that are already uploaded show as an icon and when I try to upload images, the interface freezes and shows a loading text but it never uploads pictures.
Can i integrate zoho books with my own website?
Hi guys, im trying to integrate zoho books with my website, so is it possible? Or i have to keep other ways?
VAT for the Shipping Charges and imported Sales Orders
Hello! I have two questions: 1. Seems that Zoho Inventory has no implementation of VAT for the Shipping Charges, which is a common case. Is it hidden somewhere and can be enabled? 2. VAT for the Sales Orders imported from a marketplace cannot be changed. The system doesn't allow that, which is also a blocking issue. Why and can this "feature" be disabled so that VATs can be adjusted correctly when needed? Many thanks!
Workflow rules
Which will override the workflow rules in ZOHO CRM?
Invalid Module Error when executing a function
Hi, I am writing a function which collects data from my custom module & uses this data to create a record in the "Invoices" module. I think i have written the function accurately enough. It is retrieving the information from my custom module but when
Last Name appears twice in lead in Zoho CRM
Hi, I'm using an email parser to extract information from my incoming leads. I have mapped the first and last name to the proper fields, but when the lead comes in, the last names appears twice. Which that each time we still have to manually edit the
Integration Zoho CRM with Qualtrics
Hi, Any plans to include Zoho CRM integration with Quatrics? I know about the plan to integrate it with Zoho Campaigns but CRM is essential too Thanks, Hasna
Emails showing HTML code when being sent via API
When I try to email an invoice to a customer using the Zoho Invoice API, the customer sees a bunch of html code beneath the subject line (in the message preview). Please refer to the following screenshot taken from my iPhone's native Mail application:
Nested tags...
Please take a look at how Evertnote does tags. I believe that they have one of the smoothest, most robust tagging systems I've ever seen. They implemented nested tags (much better than Gmail's implementation of nesting). If Zoho could implement something like how they do it over there, it would be exceptional. Additionally, Evernote enables you to select several tags and the result is treated as a logical AND, showing only those items that have been tagged with all selected tags. (sweet) What they
creating Unique Ids
what is the easiest way to create a unique id consisting of 6 numbers that are sequential that appear as the form is getting filled out. the ID needs to attach to each record created
Zoho User Group (ZUG) in-person Meetups - Canada
Hello everyone, We're delighted to announce that we've opened up registrations for ZUG Meetups across Canada for December 2022. We've some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
QuickBooks to Zoho Books Migration: All You Need To Know
Surviving and attaining success in the corporate world is directly linked to effective data management processes because that is the most important thing in the present. In case you are a business owner, chances are highly likely that you have an in-depth
Payment received but order where is?
For the second time in two days I received a payment from Paypal but order hasn't been place in Commerce. I was able to recover order in Reports->Payments->Convert as paid order. Some of you have the some issue?
Price List - Mark up or Mark down Calculation
Hi, I when i apply mark down in ITEM Rate with certian % , in my invoice im viewing the ITEM Rates with GST ie if im giving 10% discount on Sale (Sale price 100) in MARK Down which has 5% GSt, The price including GST will be 90 ( 85.71 (Basic) + 4.29(GST)
How To Move Custom Fields from one corner to another
I have Created New custom Field Called Unit Price in Estimates is that possible to from one corner to another....! i need help to move the unit price after Tax Calculation please help me with relevant idea
Remove ability to add Attachments
I want to remove the ability for my users to add attachments to the CRM. We have a lot of classified protocols, and I don't want any user to have the ability to mistakenly attach a controlled document to anything within the CRM. Is there a way to turn
Modify form fields though button
Hi, I’m trying to create a page with a form and a button, when the button is pressed, I need to retrieve the fields from the form and modify them through a deluge script. Is this possible ? I realized I could use stateless form, this allows me to get
Delegating Tasks
I'm new to Zoho CRM. I'm in the process of creating recurring task lists for various clients, but I am finding that I can not delegate a task to an employee. Does this function exist in the enterprise ed of CRM? If so, where. Thank you!
Need Option to Export to Excel & CSV without Headers and footers
Does such an option exist? If not, please implement it.
Delete Blank Records
Hello, I'm very very new to database and Zoho. I imported a spreedsheet from Excel and when I do, it brings tons of blank records. Now that those bland records are on my report, how can I I do a mass delete to delete all blanks. When responds...please don't get too technical. I'm very new to all this. Donna Z
Problem with new line "\n"
i have been using "\n" for a while. It works fine but just has problem for an hour ago. After i submit the form, new line "\n" in my text box (multi line) does not work anymore For example "Small Pizza" + "\n" + "- Pepperoni" + "\n" + "- Sausage" Here
Convert Sales Orders to Subscriptions
Hi I run a SaaS Software business reselling vendors software and us Sales Orders to create Purchase Orders and normally Bill my customer monthly. It would be great if I could convert a Sales Order to a Subscription for that to then take over the Billing.
Attach Zoho Workdrive folder to Deal using Deluge
Hi I can attach a new file to a Deal using deluge function: file1 = invokeurl [ url :"https://workdrive.zoho.com/api/v1/download/xxxyyyzzz" type :GET connection:"zoho_workdrive" ]; upload1 = zoho.crm.attachFile("Deals",deal_id,file1); where xxxyyyzzz
Contacts not showing on iPhone
I just signed up for Zoho mail for my domain since google started charging for google apps for domains and am having a problem with my contacts showing up in my iPhone. For some reason it's only syncing 28 of my 125 contacts to my iPhone.
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