How do I associate a custom function with a task workflow
Trying to set up the Milestone Autocomplete Custom Function. I think I have the parameters set, but the description includes this comment: "Function has to be associated with task workflow which executes when the status field is updated." What does that
Whatsapp voice verification dont arrive
Hello, I'm trying to integrate with Whatsapp, but when checking WhatsApp voice call, nothing arrives at the requested number
How to become a Mayor of the Podcast Town! - Small Business Heroes E12
The latest episode of Small Business Heroes, a CustomersSpeak series, features an interview with Elzie Flenard: Mayor at The Podcast Town. Elzie left his 9-to-5 job to pursue his passion in entrepreneurship. To learn more about running a business, he
Ask the Experts: A 4-hour live discussion on the latest updates to Writer's automation template
Hello All, We at Writer have released a set of new updates to power up our automation templates: mail merge, fillable, and sign templates. We're bringing our experts from our team to answer your questions regarding these. We'll be available on: Date:
[Webinar] A recap of Zoho Writer in 2022
Hello all, It's been an eventful year for Zoho Writer! In 2022, we took Writer to the next level with, Writer for mobile browsers, workflows for your documents, enhancements to automation templates, the option to post to Zoho apps, and more. As this year
Move from zohomail to Zillum
I migrated our family email and domain from google after the debacle with them trying to terminate the legacy gsuite accounts. We are very happy with the ZM system. I also pay for o365 although we use this mainly for file storage. Now that Zillum exists,
Viewing ultrawide ((remote) screen from smaller resolution?
I am trying to access my home desktop (5120 x 1440) from my 1080p laptop -- I need some files from the home PC while I'm away. The ultrawide display is SO small on the laptop display that it's VERY hard to read. Is there any way to "Zoom in" on the remote
Connect zoho and datastudio
My clients are users of google datastudio dashboards. I’d love to import their usage of the dashboards - perhaps with google analytics? Any suggestions on how to connect datastudio into zoho to do this?
Zoho CRM use an external DB to synchronize Zoho
Hello, I want to store all my data into a private DB. So I'm wondering if Zoho CRM can connect to an external DB and everytime (with a cron?) tell Zoho to synchronise its own internal DB.
Send WhatsApp chat directly from ZohoCRM Messages module
My ZohoCRM Message has been integrated with my Whatsapp Number. I can receive message from my leads and reply it directly from my ZohoCRM. But my leads have to chat with me before so I can communicate with them. Is it possible for me to initiate Whatsapp
Contacts in Zoho CRM to Desk integration
Is there any way to set up the Zoho CRM to Desk integration so that it imports only Contacts that are associated with Accounts with Account Type Customer? I don't want all of our prospect and past contacts in Zoho Desk.
open forms
I have the integration set up in Forms from the Contacts module. I know I can create a button in Contacts that opens the url for the forms app and open the form. What I would like to do is open a specific form and autofill the linked field with the
Make between in searchRecordsByCriteria
Hi, I want to know, it's possible to make between with two criteria ? $response=$moduleIns->searchRecordsByCriteria("((Date_de_d_but:equals:".$now.")between(Date_de_d_but:equals:".$after_now."))", $i, 200); I want to make this, but he not work. Thanks
New enhancements in Zia
Dear All, We hope you are well! We are glad to present a few new enhancements in Zia that will help you organize, measure, and scale your business activities. Let us get into the details! Following are the enhancements we have opened for all users: New
Trigger a dialogue when a contact record is viewed
Hi We want to remind our salespeople to update a contact's information when they look up (ie view) their record in Zoho. I see that this may be achievable using client script, but can it be done in the standard contact view screen? Is there any way to
Sending Ctrl-C or Cmd key sequence
I'm having trouble with unattended access to my macOS machine. I cannot seem to send any Cmd or Ctrl key sequence (ie Cmd+N, Cmd+C, Ctrl-C, etc). I use terminal extensively and need too send Ctrl sequences. Zoho Assist Free from a Win10 PC to a macOS Mojave laptop. Is there a way to do this, am I just missing something?
Email delivered, but an error is given to the sender
When I send a test email from one of my gmail accounts to my zoho account, the email arrives as expected, but then an error is sent to my gmail account. Here is the contents of the email: Address not found Your message wasn't delivered to ********@*******.com because the address couldn't be found. Check for typos or unnecessary spaces and try again. The response from the remote server was: 550 Unknown user
Add data to Creator from external webform
I have an external form I created (HTML and Javascript). How do I send the data from that form to Zoho Creator? or even Zoho CRM?
When can we expect to be able to share editable files with outside user?
When will be able to share Sheets and Docs with outside users for editing like we can in Zoho Docs.
Kowledge Base
How to show the knowledge base on the Andorid app? Regards.
Zoho desk integration with AWS connect - looping through agents
We have implemented Zoho desk integration with AWS connect. On AWS if calls are unattended/busy, the system will attempt to contact the agents again. After integration with Desk with round robin settings, we find that if the calls are not attended by
Feeds in CRM not working
Feeds in CRM seems to never work for my organization. What can we do to fix the problem? It always just shows a loading page like below (with the circular arrow rotating over and over):
Label sync issue via IMAP - EU DC
Hello all, Users in our EU Datacenter would be experiencing an issue with labels in webmail not syncing via IMAP clients like Outlook, MacMail, Thunderbird, etc. Our engineering team has been working to optimize the system to restore the label sync, however
How do i view first name and last name separately in leads detail page instead of them being merged into "Lead Name"
thanks
Not receiving all fields in Candidate API response
Hi Guys, I'm currently trying to do a Zoho Recruit integration using their API. Everything is working as expected except for the fact that I'm not receiving certain fields in the API response. There's a Social Media section with an Instagram field and
Grand Summary Error - Pivot Table
Hi Zoho, We've noticed an issue with the a pivot table we are using; one column ('Total Work Hours') is adding up the Top Ten highest values correctly to show the Grand Summary, however the 'Tickets' column's Grand Summary is adding up all available Tickets, not just the Top Ten (which should equal 14155, not 21483). How can we get the Grand Summary to show a total of just those tickets in the Top Ten? Please see attachment. I have redacted the Technicians' names for privacy.
User data: avatar, company name, login...
Hello, How can I have within the creator for the users (customers) to have their company data, address, CIF, etc. ?? Is it possible that the user, when accessing, can enter these data? Thanks and regards
Can I edit the view of the underlying data in widgets?
When I press the widget I can see the underlying data behind it. I would like to see only specific columns and not all of them. Does someone know how to do it?
Shopify not Update Products Quantity from Zoho Inventory
Hi, Products were created in shopify, sync'd and confirmed in ZOHO Inventory. The inventory policy in Shopify is set to "Shopify tracks this product's inventory" for all products. During the products' creation, the initial inventory count in Shopify was set to zero. Although the inventory level in ZOHO products are not zero, the inventory level on Shopify for the same products still set to 0 and not get updated even after do the synchronization. I have performed manual sync and also waited 4+ hours,
can I rename a spreadsheet with VBA in zoho sheet?
I know that I can rename the spreadsheet (ie the whole file) by clicking on the title in the GUi and renaming it. And I know when I am in the list of all spreadsheets, I can rename it using the menu, eg the context menu. But I would like have a VBA macro
Setting row limit to my colleague
I have csv files which i will be uploading to zoho sheets and will share with my co worker/staff and give them access to edit, they can either remove and replace with new data but they are not allowed to add new rows to what limit i set. For example i
projects api call work on zoho creator but doesn't work when called from other zoho app
Greetings i have the habit of creating and testing custom functions on zoho creator before moving them to the apps where i want to use them in automated workflows. i've been testing the zoho projects api call "get users" to get a list of all projects
Survey to CRM Integration with Lead Scoring
Hi everyone, I'm not new to the database world, but am new to Zoho and sales. My new company has asked me if it's possible in Zoho to send out customer satisfaction surveys that would integrate with Zoho CRM (which they're already using) to track lead
Survey choice bullets
I created the survey using a trial version. All questions have the same list of choices; strongly disagree, disagree, neutral, agree, and strongly agree. I entered the choices on the first question and then carried them forward to all of the other questions.
Can't Make Requests With Bearer Token in Next.js
Hello, Any ideas why my request would work using postman and python but not within Next.js or node? I'm able to generate the access token fine. My error is: code: 'HPE_INVALID_HEADER_TOKEN', reason: 'Invalid header value char', Any help appre
bug: html title overwritten by JS
Hello, we started to experience a bug with zoho projects html title. It started yesterday and behave like that: - open zoho projects - proper <title> is displayed which is "Company name" - it is overwritten by JS (probably) with PORTAL_NAME js variable
Community Digest - November 2022
Hello there! This November, we started our Kaizen series, again. Kaizen? Let me explain: "Kaizen" is Japanese for "constant improvement." A Learning Series made for those who want to improve their developer skills by working on the frequently asked questions,
Amendments to output tax.
If I have missed any invoice in quarter and VAT already submitted , then how can I process OLD invoice in current quarter (UAE), how I inform FTA when I am submitting VAT that these invoices belongs to pervious quarter ?
Not receiving email
Not receiving welcome and verification emails from Slack and Dropbox. domain lifestyleautomobiles.in
Syncing with Books only pulls primary contact?
I setup the sync with Books and it is only pulling in one contact per customer - the primary contact. Is there any way to make it pull in any additional contacts also? It's pretty useless without doing that.
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