Update contact fields based on account fields
When I do my contact segmentation, I want to select contacts that work at companies that meet certain criteria. To do that, I have created a new "Contact field" for "Account Type". In Zoho, our Accounts have "Account Type" on them, and all contacts are
Zoho Social: add custom domain short url
Hello, i would like in the future add a custom domain for short url.
How to remove Zoho menu at explorer's context menu
I use Zoho WorkDrive then I click the wrong button after that my desktop dissappear How to remove this button on my explorer's context menu It move all of my Desktop to this folder, I don't want this How to remove this button menu, I don't want thishappen
Naming Successor tasks after creating the project using deluge
HI We are using Deluge to create a project from a deal once it goes to a certain stage. The Project name will pull its name from the deal. The project tasklist itself is a standard task list we have for all the deals that don't really change, it covers
Reporting on Multi Picklists from CRM
Hi, I have a multi picklist within the accounts module, for this example called "Previous_Attendance" which has fields such as MAN22,LON22,BIR22,DUB22,MAN21 - when I put this into analytics it reports them as I've jsut written, I want to be able to report
Pagesense Cookies categories
Hello, I use CookieYes + Google Tag Manager Consent Mode to manage cookies on my website. Today I installed PageSense and I see a new bunch of Pagesense cookie: zabUserId zsc54a5d9d9649e46d997926d025c0f83af zft-sdc zps-tgr-dts 4662279173 (cookie domain: pagesense-collect.zoho.eu)
Dealing with Custom Fields in Deluge
Greetings I'm trying to add expenses from my creator app to zoho books, in zoho books i have some custom fields for the expenses that i'd like to set when creating the entry. but i'm unable to get it to work. i've checked the docs https://www.zoho.com/books/api/v3/expenses/#create-an-expense
Total on hand issues
I have a subform where I add quantity distributed or quantity returned in inventory. The total on hand is part of the subform and I have it populated with the queantity on hand. The workflow formula is if(SubForm.Quantity_to_Distribute != null) { x
Workdrive desktop app does not work with Ventura.
Workdrive desktop app does not work with Ventura.
Webmail responsive
Hi there. Is Zoho webmail responsive (mobile friendly)/ Thanks
how do I put a newline in a vba msgbox string
In Zoho sheets on the web, I inserted a button and assigned a VBA macro to it. This macro has a msgbox(string) in it. In making that string, I'd like to add newlines. I tried: msgbox("one" & vbNewLine & "two") ' and msgbox("one" & vbCrLf & "two") Both
Add contact's secondary email address as an option in Alerts
Right now it is only possible to send an email alert to the contact's primary email address. There is a secondary email address available in the Contacts module. Some of my clients have a need to send automated emails to the primary or the secondary or
Error using zoho.sheet.createRecords: There was a problem while trying to integrate with DRE
In Deluge, when I try to use zoho.sheet.createRecords to add to more than 1000 rows, I get this error: There was a problem while trying to integrate with DRE Only some of the data is added to the sheet. The number of rows added varies each time, but it
Desk login
Hi, I can't login to my Desk, every time that I try it ask me to create a new Account, I already have one, but I'm not able to login and see my tickets. Best regards Victor
Problem with the link in a related list
Hello I create a related list in CRM. The row should contain a link to another webresource. I add a row using the default FL tag: response = response + "<FL val='Folder name' link='true' url='" + link + "'>" + folder_name + "</FL>"; Everything works
Account details view is now supported in the latest version of the Zoho Desk iOS mobile app
Hello, In the latest version ( v2.6.13) of the Zoho Desk iOS mobile app, we have brought in support for Account details view. Users can now be able to view the details of Accounts including their respective ticket stats from within the Desk app. Please
Tip of the week: Add documents from your favorite cloud service to your project
Cloud picker lets you easily add documents from your favorite cloud service to your projects. In the documents module, click on upload new file and then click on cloud services. This displays the cloud picker. Select the cloud service of your choice from the left margin and authenticate yourself. The files in the service now get displayed here. Select on a document and click attach, and it gets listed among your project documents.
User Defined Functions available in Zoho Sheet?
Is it possible to make user defined functions? In the VBA editor I seem to be able to create Public Functions, but I cannot see them in the function wizard. Also if I try to use the functions directly in cells, they are not recognised. I wondered if UDF are supported, if they are is the some additional step to enable them? Gary
Double Column with Photo shows "1/8"
Hi, I'm working on an email campaign and can't seem to get rid of the "1/8" text in the columns. I used a template - then I recreated by adding the elements from scratch but the text keeps showing up. The columns have photos & text - and when I send
Books User Lookup Fields In Analytics
I've got a user lookup custom field in Zoho Books on the Customers and Vendors modules. I'm trying to use it in a query table in Analytics, but I'm having trouble figuring out how to get the actual user's name. The field shows as an ID in Analytics, but
Community Digest: Samenvatting van November 2022
Beste Community leden, Het is alweer December, we gaan de laatste maand van 2022 in. We kijken graag samen terug op de maand November en wat er in deze maand is gebeurd binnen de Zoho Dutch Community. Tijdens de Zoho Creator Meetup hebben onze gebruikers
Lead Time Line after converting to deal
Hi, can I see the timeline of a lead after converting to a deal? it's showing to me that it has converted but all the timeline before converting to a deal has been removed. how can I find it? Moderation Update (21st May 2024): We're thrilled to announce
How can we share a Creator public form using QR code?
I would like to ask you if there is any way in creator to share a public form as QR code (a public form not the entire application). The concept is, in a meeting room if the clients scan the QR code then to open the Creator public form to them to fill
Getting external user's API keys using Zoho login
I am attempting to integrate Zoho with my external webapp. In my webapp a user is intended to log into their Zoho account, then I will store their access/refresh tokens onto my internal user profile and make queries to the Zoho CRM API. I am currently
Delete call records if they don't have a Result
Hello. I use voip telephony to call from Zoho CRM. When i call it's required for me to create a call record. But i don't want to save some calls, so how can i automaticlly delete the calls, that don't have a Call Result field (it's empty)? I think using
La recherche intelligente
Toutes les entreprises, quelle que soit leur taille, ont besoin d'un système de gestion des fichiers pour stocker et suivre les nombreux documents générés chaque jour. La gestion des documents a fait un long chemin depuis les systèmes de classement sur
Introducing Multi-Org for Zoho Recruit
Hello there, Tired of maintaining multiple accounts across different regions? Wish you could access all your Zoho Recruit accounts with a single set of credentials? Good News! You can now access multiple accounts using the same set of credentials using
API - Get leads that got modified OR converted after datetime X
Hi, We are using the REST api to keep our local DB in sync with the status/stage of a lead/deal. We create leads in Zoho, most of them eventually get converted to a deal. We like to simply track the status/stage of that lead/deal. We programmatically
Missing parameters when trying to fetch logs from zoho projects
Greetings in a function, i'm trying to fetch log records from zoho projects, but i keep getting "Input Parameter Missing" error error code is 6831..it seems i'm missing some sort of parameter but i have no idea what it is. what am i required to give when
Images on invoice
How to remove item images from invoice only? we need to show it on estimate only.
Help with writing deluge function
Hello guys, i am working on wrting deluge that his scenario says: when a lead is on status "Not Qualified" search the related scheudle calls and change their call status to "Cancelled" unfourtently its not working somebody can help me about it? i am attaching
Zoho CRM - Merge
I am trying to use the merge option to create budgets and customer facing RFQ's both driven from Quotes already created in the system using the subform field. Below is a summary of the example subform filled in from the quote I am testing with. Note,
Format of Reports in CRM
Hi - first posting. My business uses Zoho CRM and I think it's brilliant. I produce monthly reports for my clients showing the calls and other activities carried out on their behalf. But the .pdf Report format is very poor with no margins, etc., and no
How many coupons can a store have?
How many coupons is it possible for a store to generate? Does it depend on which plan you have?
Guests can't see files in Groups? Why in the world not?
Our team loves Zoho! We use Zoho One and this works perfect for our team of 8! However, our clients..................are totally unimpressed with our new platform. Our old platform allowed us to create groups for them in which we could : 1. Share Files 2. Chat 3. Create calendar events related to their project. Not being able to share files with them truly defeats the purpose of having a group. Why would a company as great a Zoho not allow this? We are considering canceling our subscription as
How to use proper InvokeUrl command to transform file Content-Type from Multipart/form-data to application/pdf ?
Hi, I have a big issue with using invokeUrl to push a file from Zoho CRM with different header's content-type format (application/pdf) to Messagebird server. After upload successful into Messagebird server, the result of file content-type always in
Adding Office 365 users defaults to Global Admin and current department
When adding a new agent from the agent screen using the Add Office 365 user it grants them global admin unless you select light agent. This seems a bit overzealous. Instead, it should default to agent or allow end user to use the custom option. Other
You can't report problems related to "Community Portal" in English.
I tried to report a small problem on the Community Portal but there are only options to report problems related to Community Spanish, Community French, Community Dutch, and a couple more. I thought you may want to know that.
invokeurl vs getUrl
Hello friends. I am trying to get some data from the following url https://www.cma-cgm.com/local/argentina/tariffs-rate-of-exchange I've tried these 2 methods invokeurl and getUrl but I can't get the information, any ideas? for both I get this: <html><head><title>cma-cgm.com</title><style>#cmsg{animation:
Bounced emails to update field in Zoho CRM (NOT Campaigns)
We use the CRM to send most of our emails to leads and we would like to create a workflow that if the email bounces, it automatically updates a field within the Lead profile. Currently, we are having to check the signals column and manually update each
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