Zoho set up question
Following the initial set up phase I have added team members as per the online guidance. However, when the team members login for the first time the view has none of the toolbars across the top of the screen, Account, Leads etc etc.
How to copy a newly created layout in Leads to other modules?
Hello, In CRM: set up> Modules > Leads, I have created a new lay out (customised) I would like to copy this layout to the modules Potential, Account and Contacts. How can I do that? Many thanks
Zoho CamIpaigns Help Center not loading
When I try to get to the help center, it just spins. Cleared cache, same results. See video.
Auto fetch records App B from App A
Hi I am to fetch records between apps from App A to App B and I tried some deluge code and functions but I got two Issues. Code from App A ---------------- string getApprover(int Admission_ID) { fillName = Admissions[ID == Admission_ID].Name.firsN;
Summary Report
Hi all, We send test reports to clients in PDF format. The client has requested to receive the data as CSV. Our system is set up with the main form called "Groups", and sitting inside that is a subform called "Samples". The samples subform contains a
Zoho Campaign for Zoho Backstage
I am trying to create a new Zoho Campaign for an event on Zoho Backstage. It is not able to do so and the message i am receiving is that The Zoho Backstage account with this email address is integrated with another organization. What should i do?
CRM Calendar sync to an outside source
Good morning, I'm trying to find the best way to allow an external party to access (and preferably edit) a single users calendar within Zoho CRM. I've tried a couple of methods, including setting up Zoho Calendar (adding this to Outlook shows the name
Office 365 Email via IMAP and POP - do they use OAuth 2.0?
Microsoft is getting rid of basic authentication for (OAuth) for POP and IMAP protocols. When choosing to configure Zoho CRM email with Office 365, we're only given those two options, as seen in the attached screenshot. The email configuration screen
Focus Group Webinar - Integrating Zoho CRM and Zoho Campaigns
Zoho CRM allows businesses a platform to manage sales, end to end. Zoho Campaigns manages email marketing through designing, customizing, and delivering communications. With one simple integration, wouldn't it be great to use these functionalities in
Loading freeze after clicked "Add another line"
For some reason, whenever I clicked the "Add another line" button, it will keep loading but not showing up a new line... Sometimes the issue could be resolved after multiple refresh, but it's just so annoying. What is happening??? I've tried to switch
Commerce Classifieds template
I would like to create a Zoho Commerce site that allows me to create a classified ads, type of site where users can sign up and post listings for sale, etc. I don't want to exchange money between buyers and sellers but allow sellers to promote their ads,
Certain fields not shown when trying to add as a 'show fields' action in layout rule
Hi, I have a section (section 2) in a lead layout that only shows based on a pick list from an earlier section (section 1), Within section 2, I am trying to only show certain fields based on a pick list in the same section 2. However when I try to add
UNPROCESSABLE_ENTITY - sortOrder- is present in the input
API Documentation - get tickets How can I sort by CreatedTime with descending order? when I use params="sortBy=createdTime&sortOrder=desc&from1&limit=100" I get Request not successful,Response code 422 Response : b'{"errorCode":"UNPROCESSABLE_ENTITY","message":"Extra
Inventory Picklists suggesting we pick all items, even those not in stock
Hi there We would like to use picklists however it seems unusable in its current state. This is vital to our business. We would like to pick items for sales orders that are in stock. However the only option is to include all items whether in stock or
Could I have some users in Professional and others in Free or standard in Zoho CRM?
I have 1 sales person, other that will imput and create accounts in the moment that they buy something in our offices. and the rest of the team are just read only users. I need Customized fields. Do I need to pay to everyone the professional Edition in
Careers Site & Job Openings
Hello, It would be good to have a section in the careers site with past and inactive jobs. On that note, active jobs to automatically move to this section once the target date in the job opening is reached. At the moment, Recruit administrator will have
How to categorise Square Sales?
I'm currently evaluating Zoho Books for a University student club. All our sales run through Square and payments are either credit card taps on a Square card reader or online payments via a Square payment link. I notice that when Square payments get imported
URL import and APIs with pages/offset/limits
While the URL import allows to include parameters, how can we iterate through the page numbers or offset/limit until all data is imported?
Selling tours & events
Is it possible to sell tours and events through Commerce? How to do it? I own a vineyard and nowadays we sell wines using Commerce, but are starting to sell tours/tastings also and it would be great to continue using the same tool. The scenario is: I
New languages are now supported in the latest version of the Zoho Mail iOS mobile app
Hello, In the latest version of the Zoho Mail iOS mobile app (v2.8.1), we have brought in support for below Indian languages. Assamese, Bangla, Gujarati, Hindi, Kannada, Konkani, Maithili, Malayalam, Manipuri, Marathi, Odia, Punjabi, Tamil, Telugu & Ukrainian.
Instant messaging is now supported in the latest version of the Zoho Desk iOS mobile app
Hello, In the latest version (v 2.6.12) of the Zoho Desk iOS mobile app, we have brought in support for Instant messaging integration. What is Instant messaging? Zoho Desk's IM is the perfect messaging platform to take business to the next level by making
Webform not working
Hello, I have problem with webform. I am not receiving any mails that is sent from website contact form. My website is nepalpeakadventure.com. Can you help me please?
API codes for "request payment information"
Hello! I am trying to find api codes for the function of "request payment information" when in the customer windows in zoho books. I would like to generate a link or embed code to use this while collecting credit card data in a form.
Passing Variables from Widget to Page
Hi is it possible to pass variables from a Widget embedded in a Page back to the page - and allow this variable to be used via HTML snippet, ZML or Deluge? alternatively, how can a widget redirect to a form (not published) with variables (#Form:Myform?field=variable)
URL Parameters
Is there already a way to use URL parameters to auto fill form data. I tried but it didn't work and I would LOVE the ability to send a group email that sends them to a registration page with the data autofilled. If there was also a way to auto submit
get all Tickets for a given Account sorted by custom field
Dear support, is there a way to fetch Tickets filtered by an accountId and sorted by custom field cf.DateCreated ? Going to import Tickets from 3rd party application to the zoho Desk. Seems zoho Desk will set Tickets creation time to current time of
How do I only see meetings I have created?
I am the administrator for Zoho meeting and when I schedule meetings, I see them in my Upcoming meetings. However, if one of my staff schedules a meeting (but I am not invited to), I also see this meeting in my Upcoming meetings. Is there a way to stop seeing these or at least have a sortable column in Upcoming Meetings which shows the organiser?
Dependency task dissapears
Open a existing task. Select Dependency tab. Select Add Task and add a task using the same Task List. Now switch tab or exit the Dependency tab. Then select the Dependency tab. The task just added is missing.
Invoice sequential number placeholder
Hello, My question is this. Is there a placeholder for ONLY the autogenerated sequential number of an invoice number without the prefix? In my invoice I need display the invoice number and the bank reference number (which has the sequential number in
Browser Caching in Zoho
Hi, I was running an SEO audit and came across the warning that my site had 553 issues with uncached JavaScript and CSS files My website: https://www.credexo.com/ Further, I was pointed that enabling browser caching for JavaScript and CSS files would
Regarding Zoho CRM
Dear Team, I want to update the subform field in Zoho CRM. when I select the selected course the fee amount should auto-update. here I am attaching the code please go through it and guide me on how to rectify that
Using custom CSS in Connect
I have made a quick test of the custom css for Connect and whilst it updates the styles within the Connect when I'm logged in, it does not appear that the custom styles are also applied to a public manual I have published. Am I correct in assuming that
Send record reference when redirecting to a form
Greetings, i need to add "rejection" button to records in my report. when this button is clicked it will redirect the user to a rejection form (unrelated to the original report's form) where they can fill rejection details, but i want to also refer to
how to make reports record button disabled?
Greetings i'm looking for a way to make buttons of records that has certain status disabled, something similar to what the creator's quotation management does, but i can't find the scripts that achieve this purpose there..how can i do this?
Find contact using related CRM Id through the API
Hi. Is there a way to find a Desk contact that has a matching CRM contact/lead id? For example, if I look at some specific Desk contact record it has the following field: "zohoCRMContact": { "id":"3913929000003810022", "type": "leads" } If I know the CRM id and type, how can I use the Desk API to find this contact? Thanks! Egor.
Reminder : Scheduled Maintenance in India DC on Nov 13, 2022
Dear customers, This is a gentle reminder for the maintenance that is happening on Nov 13, 2022 from 3.00 am to 3.15 am IST (Indian Standard Time). Kindly be informed and refer this post for more information. Thanks The Zoho Bookings Team
Smart Elements - Zoho Show
It would be GREAT if you could create a feature that can connect the Smart Elements in Zoho Show with tables that exist in Zoho Analytics so the Smart Elements can automatically update themselves in the same way that Widgets do in Zoho Analytics
Zoho Forms + Termly consent management platform (CMP)
Hi I'm integrating Termly consent management platform (CMP) on a client website that's using Zoho Forms/CRM for every form the website has. From a GDPR point of view, do I need to block any cookies Zoho Forms may set before obtaining permission via
Get Current Exchange Rate
Hi, In the company settings im aware of the option to set the current exchange rate. Our base currency is ZAR (South African Rand). So in setting these rates I input for instance ZARUSD = 0.0804 Currency Exchange Rate Currency Inverted Exchange Rate Inverted
View As option
It is really difficult to set up permissions for clients, especially as admin because we can't see the results of setting changes. It would be great if there was a setting where we can "view as" different roles. Currently when I troubleshoot a permissions
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