Thanksgiving 2022 - Celebrating Zoho Community SuperBuds
One of the things we love most about our Zoho User Community is how readily our users help each other out, and share their Zoho and business knowledge. Be it the community forums, the virtual and in-person meetups, or Zoholics, it's been heart-warming
Score integrate
I want to integrate Zoho Marktinghub scores with CRM and Recruit, but I can't find a way. Does anyone know how to do it?
Help with Custom Related Lists
Zoho CRM has a new feature called Custom Related Lists which allows you to create a new "data type" and attach it to a record. This is supported through the use of custom functions that are build using their Deluge script. However, even using a very simple example I can't get anything to show up. They have documented the existance of the Custom Related Lists and how to add them through the UI: http://www.zoho.com/crm/help/customization/related-lists.html However, they haven't done any documentation
Possible to have X mailLite subscribers with Y forward/alias external?
Hi, I am new to Zoho and have tested my domain on the system. It work fine and is a good solution for X users. But I have Y users that don't want to use Zoho and only needs their mail forwarded to an predefined mail. Example User1@domain.com -> uses paid
I need to assign a different warehouses based on item sku
Hi, i am looking for a way to assign warehouses to sales orders based on wether or not one or more items inside an order contain the string "SR". All orders are being added to zhoho inventory via automation from amazon, ebay and more. When they first
Auto-update Stock On Hand to match Available For Sale?
Hi folks, I've got Zoho Inventory connected to Amazon and a Shopify site to automatically generate sales orders in Zoho when customers buy items from either of these two channels. I currently process and ship orders through Amazon and Shopify, so there's
Scheduled posts failed to publish from paid account.
Hello We had several scheduled posts fail to publish this weekend. The error message on Zoho says 'Sorry, we couldn't publish this.' Please could you tell us why this happened? Thank you p.s. The account is a paid account that we schedule from every
Problema creación de tickets a través de reenvío de correos desde Gmail
Buenos días, tengo un problema a la hora de la creación automática de tickets en ZOHO DESK, explico el problema: Tengo configurado para que todos los correos que llegan a mi Gmail se reenvíen al correo de Zoho para la recogida del correo electrónico,
Web form to Lead creates duplicates if contact already exist
We get leads via our web form, and sometimes they already exist as a contact. In this case, creates a new record as a lead resulting in duplicate data. It also sends the lead to be approved so it's hidden and has caused us to not respond in a timely manner if we don't see the email notification. How do I effectively get incoming leads merged with existing contacts? Thanks!
Wildcards in Zoho CRM
Is there anyway to search for a phrase, where all of the results contain the whole and not just any word in the phrase? For example, when I search for 'Dallas, PA' (no quote) it shouldn't return all records where Dallas or PA is part of the record -
Demo_Generated_On parameter of the account module is not present in the results from the API
When I use the API v2 I noticed the Demo_Generated_On parameter is missing in the results for the account module. I noticed it might be represented as another name Demo_Scheduled_On. Can you confirm if these two variables are equivalent
How do I get the Record ID of a newly created CRM account using Zoho Flows?
All of our customers are created through Zoho Books, which then creates an account in the CRM too. Right now I have a trigger in Zoho Flow that fires when a New User is created, and I want to Add Tags to the CRM account, but it requires this field Record
Free Webinar: Digitally signing documents with Aadhaar eSign for Indian businesses
Hello, Staying true to the Government of India's Digital India Initiatives, Indian businesses have started adapting digital signatures as an alternative to signing documents with pen and paper. With Zoho Sign's integration with both Aadhaar eSign and
Sync Troubles with Desk
Hello everyone! Our company is new-ish to Zoho. We have Desk set up for support tickets for assisting our clients. We recently added CRM for communication and marketing. We set up a two-way sync between them. Only some data (accounts, contacts, etc.)
Zoho Books and bank integration
Hi support team, I'm contacting you today because i have questions for bank integration. 1) I integrated Zoho with my bank account (CBC Belgium). Once setting up the integration i told Zoho (token.io) to go back to the latest date possible (it was around
No invite being sent to 1 user, and not showing in zoho desk
Hi, I have sent out many many new user invites from Zoho desk, but this one user (email address) is not a) being received (not even in junk) and b) does not show as invited on zoho desk I read there may be a way to send a manual URL can you help please?
Add Language to system
Hi, We are looking into the ZoHo Desk Product and got a question if Icelandic was supported, and I guess that is not the case. Is it possible for us to work with translation files/resources so it can be implemented in the ZoHo Desk Product ?
The month that was at Zoho Workplace | October 2022
Hello Community, Hope you're all doing good and staying safe. We are delighted to provide you with the feature updates and enhancements for the month of October across Workplace applications. Zoho Writer Refined mail merge process The mail merge process
Hyphens in tags result in unhelpful error when posting
Steps to reproduce: Post a topic and include a tag with a hyphen in it. Attempt to post it. See unhelpful error message, "Unable to process your request," with no information on what went wrong or how to fix it. If you can't fix this problem, at least
Motivator Zoho CRM
Bonjour , Je cherche une documentation sur le Motivator (idéalement en Français) Pouvez-vous me dire où je peux trouver cela ? C'est un peu urgent , Un grand Merci d'avance
SPF Email Validation fails repeatedly Zoho Books
When trying to validate your email host to use with ZOHO books, the advice given by zoho (for us) was rather misleading.. It asks you to add a line of code into the DNS settings of your Email hosting service (SPF). What transpires in our case after several
Viewing Every Zoho Desk Tickets raised by the Several Contacts Related to a Deal in Deal Module
Hi Team, I added the Zoho Desk related module in CRM and I want to see all the tickets raised by the multiple contacts belonging to a deal under a Deal Module > Zoho Desk section. I tried to add two contacts to a deal and I can see only the tickets raised
images don't appear in embed zoho sheet in my web page
Hello, I have a zoho sheet page that I published in my website through embed code but the images inside the sheet do not appear. The rest is loaded correctly. How can I solve it ? thanks !
Spf records not verifying
My SPF records are not verifying. I changed my nameservers from Hostgator to Cloudflare, but now it says that my domain manager is Hostgator, even though it is Cloudflare. And when I remove my Zoho SPF record from Cloudflare, it does say that Cloudflare
Report Data and Widgets Not Showing Latest Data
Starting on October 28, some Zoho Analytics reports and Widgets have stopped updating to show the correct values from the underlying data and tables. I spoke to Zoho One support that day and after much review they determined in was 'a server caching issue'
Export Limit for exporting data to PDF
Hello, I use Zoho Analytics to create payroll charts for my commission-based business. When I am sending out employee checks, I like to send them a PDF of the different services performed that make up their paycheck. I do this by viewing each employee's
Bulk update of new field
Hi, I am adding a new field to a Supplier table called 'Supplier Active'. I'd like to update the field so that all the suppliers are showing as Active. I've created the field and all existing suppliers are showing as inactive. Can I export to a .csv file,
Embedding a Zoho Analytics view into Creator with user-based criteria
I have a Creator app where organisations can track projects for groups of young people. I want to report back to them a nice set of stats about the impact of their projects and the young people's demographics, so I have created a dashboard in Zoho Analytics,
Error import: Not even one column name match with the header data in file. Check your file data.
Hi, in the last synchronization it has failed in 4 tables. The error I get is: "Not even one column name match with the header data in file. Check your file data." So far it had worked fine. I have deleted the data table, changed the import settings,
Using Wildcard filtering with other filters
Looking for a solution and hoping you pros can help. I am trying to exclude certain users from our reporting: 1) Users whose email address contains one of (6) words (e.g, test, givmail) 2) Users who are a member of our Partner or Internal accounts. The
Protect view via token or URL encoded password
HI, I want to know if this is possible please? I have a View in Zoho Analytics that I do not want to be publicly accessible, but I do want someone with the correct URL to be able to access it without a password. This sounds like nonsense, but hear me
Gmail couldn't verify that mydomain.com actually sent this message (not a spam mail).
Hi, I am new for Zoho Mail and just setup email using my domain. After I send email (e.g, me@mydomain.com) from Zoho to gmail, a red question mark with grey background is in front of my Zoho email address when open that email. And the following text displays
Approval Chain - Job Request
It seems that logged user or users in the job request approval chain are still required to action their own job request. This is not the same case in every organization. For us, job requestor should not action the request he/she submitted. It should automatically
Invoice API Feature: method for "updated since date"
In my application and, I would think, in those of most other developers, I the developer have no use for getting all of the invoices (or customers or items or payments made, etc.) after the first time. Too much data exchange. Just give me what has changed since I last checked. I suggest creating a GET method something like https://invoice.zoho.com/api/[invoices]/modified-after/ where one of the parameters is a time stamp string (i.e. yyyy-mm-dd hh:ii:ss). The response would list all [invoiced] modified
Work-around for inability to archive contacts who 'have left'
Hi folks, We all have customers (contacts) that leave their employeer (account). Currently, there is no way to archive these contact records so to not show up in searches. Worse, if you delete them, emails and activities associated with their activities
massive problems with zoho bookings
First big issue is in zoho bookings: 1. You Write All First Character Of Every Word Large... You can do this maybe in USA, but in germany nobody do this Like This. So all german words and Fieldname/Title have large first character. This is dramatic and
Empty a field when clicking submit in a stateless form.
I am trying to null a field on the submission of a stateless form with an alert but it's not working. if(input.Time_Slot == null) { alert "Date slot cannot be empty"; input.Type = null; input.num = null; } Its working on user input of a field. if(input.Type
Zugriff auf das Bankwesen verhindern
Die Rolle "Mitarbeiter" kann nach wie vor auf das Bankwesen zugreifen. Wenn ein Anwender alle Verkäufe und Einkäufe bearbeiten soll, aber das Bankwesen nicht, welche Einstellungen sind notwendig?
Onboarding Help
I tried booking the appt and there was an error, If you can, I'm available all day tomorrow and monday, and it involves the developers. Please let me know 951-395-6661 2.) I need a way to link our wordpress/woocommerce website to zoho so that it fits
I want to Access zoho landing page app in my Organization
hello, Hope You Are doing Good ! I am using zoho One License. i wanted to Access zoho landing Page app in my Organization can you Please Help me to Achieve the above thing and let me know if need anything from my end. below My details : Email : dave@collaboratepros.com
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