Projects List - Custom Views Include Sorting
We have between 75 and 125 open Projects at a time and use a Custom View for our weekly review/update meeting. The trouble is that the custom view works for filtering, but it does not have sorting. Why does that matter? If I click on any project to
Assignment Rule for Ticket Reopened by Customer Reply
Hello, I'm thinking we are missing something terribly obvious and wanted to see if anyone else has done something similar. We are good with tickets reopening when a customer respondes, but we don't want them to stay with the agent who had responded and
Data import
Stupid import never works when needed, now I have to enter 191 transactions by hand because it's quicker than trying, again and again, to get the import to work. "Rate" doesn't accept decimals?
Zoho CRM Calendar sync with Outlook
Good morning. I've had a read on the subject but there are lots of different answers and I'm a little lost, so hoping you can assist... I'm looking to create a sync between my calendar in Zoho CRM and Outlook. Ideally a 2 way sync if possible, but if
Import data from reports to page
Greetings basically i have a form that users can fill and submit, upon submission new reports are created with the data that was entered by users. i want to create a page that shows such data dynamically.. so i have the reports list that contains: report
Create Multi Entities Portal over (or above) Portals
Hi all, Case: Solution is build in Creator to be used by clients of multiple offices. Each office is an independent company with its own unique customers. Is Creator able to create a 'Super' Portal te manage many offfices and give them the admin right
Problema al crear cuenta de zohomail asociado a un dominio
Intento crear una nueva cuenta con un dominio propio jorgegiraldo.com pero al momento de hacerlo me dice que ya esta creado y obtuve acceso al correo pero no me deja hacer nada, no puedo verificar mi dominio, ni agregarlo, no me aparece desde el panel
Custom function - How to get current logged in user details
Hi, I want to create a script where I can change some fields based on the logged-in user's division or role. But it seems like I only can get a hold of the following fields: zoho.loginuserid zoho.loginuser Any idea of how I can get a hold of the user
For email tracking and notification, is there an app on Zoho Marketplace?
I'd like to know when recipients open an email sent from Zoho Mail. Is there a recommended application on Zoho Marketplace that can track when a recipient opens an email and notify me when the email is opened?
Filter For Each Statement
I have the following For Each statement that I would like to filter to just records in the "Policies" map (actually just a Deals module map), to Deals/Policies that just have Stage = "Closed-Won" Should I exclude those in the Map before doing the For
Event performance measuring
Hi all, I'm re- building reports and dashboards in my org to measure event performance from our salesforce. We obviously take in account sales activities (meetings, calls and tasks) and amount of won deals and revenue as key metrics. My question would
Average below the 95th Percentile
Hi, If i have numbers 0 through 100, the 95th percentile would be 95.9, so number 96->100 are above the 95th percentile. I would like to exclude everything above 95th percentile and get the average for 0->95.9 which should be 47.5. In excel its easy,
Change Zoho Recruit Org Type form Staffing Agency to Coporate HR
One of my Client seem to have incorrectly chosen the AccountType to Staffing Agency instead of Corporate HR, while creating a new Organization in Zoho Recruit. 1. Is there anyway that we could see the Account Type within the Setting or other location
Why is Billing Type a decision box instead of a dropdown menu?
Hello, I've come across a problem. I am making reports in Analytics with data from Zoho Desk. The problem is that when I look up tickets in desk I can see 3 different billing types (Billable, Non-billable and Invoiced) but in Analytics this changes to
TIPS AND TRICKS #7 - Currency formats
Currencies displayed in transactions in Zoho Invoice will have a specific format. This format can be changed as per the user preference in a few simple steps. How does it work? ♦ Navigate to Settings >> Currencies. ♦ Select the currency for which you
Zoho Desk : Sub Category should allow validation from Main Category
Hello Experts, I am trying to use Category & Sub Category fields available in Ticket form. I need Validation in Sub Category (derived from Main Category) For E.G. When we select Hardware in Main Category Then Sub Category should show 3 problems When we
Is it possible to set a value on a field based on the user creating the Lead
Hi, Is it possible (by layout rules or functions) to set a value on a field based on the user creating the Lead, while we are creating the Lead. Example In Leads, I have a custom select field "Division", with the options "Digital, Engineering". This field
Lookup Emails From Contacts Module
I have a module where I am trying to create a page that will give the ability to select a contact based on the account selected. But I also want to have a lookup to provide the email of the contact, based on the contact selected. When I enter the Account,
Free live webinar: Fillable documents for your business
Hello everyone, Greetings from Zoho Workplace team. Have you tried fillable documents in Zoho Writer? We know businesses deal with a lot of forms. Fillable documents is a simple way to turn PDFs into smart fillable forms and share it with your vendors
CRM Contact Import Function Not Working
I'm trying to import contacts from my ACT Pro CRM and the interface on Zoho simply doesn't work. It will not allow you to select any option to import contacts. Once you choose ACT, the interface locks up. If anyone has a work around for this it would
How to Populate the Net Profit field of a Sales Order to Deals Net Profit field by subform's aggregate data
I'm trying to populate the Net Profit from Sales Order Module going to Deals Module. I'm using an aggregated Field in the Sales order module and trying to map the Net Profit to the Profit under Deals Modue. Please help me writing the code.
TalkTalk blocking access to all zoho sites.
Whilst trying to access my assist portal, I was presented with a message stating it was being blocked. I tested several other zoho URL's and anything with .zoho.com is being blocked. Whilst I initially thought the problem could be solved by disabling the blocking feature, I realised there is a wider issue in that no Talk Talk customer will be able to join a remote session as https://join.zoho.com/ is also being blocked. This is a pretty big deal as the vast majority - more than 95% of UK internet
Manage art shows and spectators in CRM
Hello Zoho Community, We are a team working in a theater and we want to use Zoho CRM to segment customers, for campaigns, but also to create segmentations of all kinds. Let's say a spectator buys two tickets to a show, say Coriolanus, on Saturday, October
Price calculation in zoho crm and link with Excel
Hi, We have various ways to calculate our sales prices which are sometimes very complex. We have currently an Excel file for our prices calculations. I wanted to integrate this calculation method to zoho CRM but it seems to be complicated … Therefore
Fixed whatsapp button
good evening. How can I add a fixed whatsapp button to my zoho ecommerce?
Show "Last Modified" for external viewers
I would like the "Last Modified on" to be visible in articles for external viewers. This is very important so they understand how up to date the documentation is.
Scheduled maintenance activity for Zoho Bookings and Zoho Creator
We hope you're all having a great experience with Zoho One! This announcement is regarding some maintenance activity we have scheduled in our India (IN) data centers on Sunday, November 13, 2022, from 3:00 AM to 3:15 AM IST (Indian Standard Time). To
Zoho Vault CLI
I am interested in using the Vault CLI but am confused about things. Is there an installer for this? Is it installed along with the browser extension? You give instructions to make sure the CLI is in the Path but never state what that path is on different
Multi currency support in zoho books analytics
Greetings Zoho books shows reports only in the base currency of the organizations and there is no way to change the report currency to another like the client country's currency for example..i was wondering if analytics provides a feature as such to change
UPLOAD JOB FROM ZOHO CREATOR
HI GUYS I HAVE ONE FORM IN ZOHO CREATOR NAMED AS JOB UPLOADING. I WANT TO KNOW IF THERE IS ANY METHOD FROM ZOHO CREAOTR TO UPLOAD JOB DIRECTLY TO WEBSITE , WITHOUT USING RECRUIT ? AS I AM NEW TO ZOHO NEED SOME HELP
How to Decrypt SecretData
Hi I would like to know how to decrypt the requested secretdata from the zoho vault api. We would like to get the details from it like password and username Thanks Rob
Community Digest - Octubre de 2022
Hola comunidad, Nos acercamos al final del año y nos preparamos para el siguiente. ¿Vosotros también estáis en ello? En este artículo me gustaría compartir con vosotros un resumen de lo sucedido en el foro de la comunidad de Zoho en Español. Como ya sabréis
Shipping address gets reset when converting sales order to invoice
We're having a problem with converting Sales Orders to Invoices. When we convert the Sales Order to an Invoice it resets the shipping address. We choose the correct shipping address during the Sales Order process and having to do it a second time is easy
Syncing CRM and Books
I just moved from the free version of Books and CRM to Zoho One. Now I'm trying to set up the integration so that my contacts and accounts will sync between Books and CRM. When I do this in Books, I get to the point where I have to pick the "Organization"
When I add a new product in the CRM VAT is always 0%
Hi, I have added VAT to the books settings which is 15%, however when I try to add a new product and specify that it should apply to taxes the VAT option I can see is set to 0% even though I have updated the settings in the books settings.
400 BAD REQUEST only on POST/PUT/DELETE requests
I am working on a proof of concept integrating the use of Zoho CRM as a data source for a front end app development platform. I am able to authenticate with OAUTH just fine, and to use GET requests to pull in data from Zoho CRM. However, all UPDATE
is it possible to connect multiple data sources to writer merge template
greetings assume that i have a merge template that i want to assign multiple data sources to..for example i want my template to use zoho CRM leads as a first data source, and a zoho form as a second data source..is such thing possible? thanks
How to send email to a lead using a template
I've configured an email template as described here. How can I make use of this template in Deluge function?
Ask siri on watch to create text
Is there a way to ask siri on apple watch to automatically add a text note into default notebook verbally? Somthing like hey siri add note
Automatic change of status to HIRED in case of positive results during the interview
Hello Guys, I have already mentioned the issue in a chat, maybe now the community will support. When we give a review to a candidate in an INTERVIEW window, in case of positive interview I have an option to choose thimb up "hired" in this case the status
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