Assign value to decision box
Greetings i want to assign a numeric value for my decision box, just like we do for options in checkboxes and radio groups..how can this be possible? Thanks
Cover Sync Issue on Mobile
Hello! So I have an odd issue. On desktop, my custom covers have all synced well, but on mobile whenever I open the app, they cycle through several of the various custom covers I have uploaded and then all show the same one. I'm not sure what is specifically
First item as default filter value
In a dashboard is there a way to set a default value of a user filter to the first item in the filter list? This way there is always some value selected when the dashboard is loaded. I cannot rely on setting the value statically because the values in
Zoho Anayltics very slow today
We are finding Analytics very very slow today.... so much so it is practically unusable! Dashboards have been either showing as a blank page or taking an age to load....and once loaded buffer for an age when a filter is applied. Can you advise if this
applying leave problem - internal server error
Hi! We have just started using Zoho People and are quite satisfied, still we have problems with adding leave (Leave Tracker/Vievs/Apply Leave). After we have filled all places with proper data and we try to submit it "internal server error" occurs. It happens no matter what date we try to set. Is it us making something wrong or are you having some problems on your side? Thanks in advance for your support.
Upsert a record in the CRM
Hi Im building a customer portal. The user's details are already in the CRM. I want them to login to the customer portal and see a form that is autopopulated with their Contact record's details from the CRM. I have done this and its working. However,
Send meeting invite to Contact from Deals module in Blueprint
Hi, Im setting up a Blueprint for the Deals module. At a transition we need to send a Meeting to the Contact. In the Blueprint theres an option to create a meeting, but not the ability to send the meeting invite to a Contact! Perhaps Im missing something?
Hang on! We're updating your transactions and this might take a while. Please check after sometime Error
When looking at our balance sheet I'm getting a bar across the top of the page that reads "Hang on! We're updating your transactions and this might take a while. Please check after sometime". It also is not reflecting a recent inventory adjustment I made.
Something is Broken with Knowledge Base Access
Seems like we battle this every time we add a new employee (we have ZOHO One). We've got the user up and running as an Agent so they can write and edit new Knowledge Base articles. But, they can't USE the knowledge base outside of Desk. If they navigate
How do I color code events in the "Month" view?
Hey all, I know how to make different events different colors but those colors only show up in the "Week" view. Is there any way to make them show up in the "Month" view too? Thanks so much! M
What's new on Zoho Marketplace for September 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in September 2022. Extensions for Zoho CRM Probable Duplicate Related List for Zoho CRM Access records associated with
SSO Provisioning
Hello, I would like to be able to auto-provision users from Okta and other SSO systems.
Help Center / Landing Page
Hello, Just starting out with Zoho Desk and here is what I would like accomplish, please let me know if this is possible. I would have one URL for all of the customers to access for support. The page would have a simple statement of What can we help
column width limit 100
Hi, Could the column width limit be increased to 254. When I import data via a csv it seems to accept the data beyond 100, but when I edit it it reports an error when I try and save. Cheers
Hosting SSL issue
My SSL Hosting certificate didn't renew because now you have to pay for it. I don't need SSL hosting so I removed the certificate from my website. Now I can't access my site though, it keeps giving me an error saying: Your connection is not private Attackers
Mail menu bar items missing in Inbox and folders
Last night some shortcuts such as Move to Folder, Archive, Delete, Mark as spam, and others, disappeared from my Mail menu bar, along with items in the vertical three dots extension such as Mark as read, Flag as, Mark as unread, etc. What I now have instead
Customise the Zoho Community following email
If I am following a forum in the Zoho Desk Community, I will receive an email every time a post is made there. For example: I was wondering if there is a way to customise this email. In particular, I wanted to include a link directly to the topic for
Layout change on split
We had an agent split a ticket yesterday but the new ticket needed to use a different layout. The layout field was locked down however. How do we unlock it so we can change the layout when a ticket is split?
My Love / Hate relationship with Deluge
Ok... so I should first say that I very much have an appreciation for all of the awesome things that I can do with Deluge. It really can be quite powerful in a variety of ways, and allows for all kinds of customization that otherwise would not be possible. Admittedly however, I've had days (and sometimes late nights that turn into early mornings) that I end up feeling like my head is going to explode when coding in Deluge. Now let me emphasize something here... Deluge is a terrific language...
Sync System and Custom Fields
Hello, I would like to Sync things like Phone Numbers, Job Titles and Reporting too tags into M365 from Zoho People or Vice Versa.
Remote Mail Exchanger
I wish to seek for clarification; I believe this scenario is not an issue from Zoho mail. I am using an ESP call mailingboss, from Builderall, In my email list, I set a notification to send an email to my email (me@mydomain.com) whenever a lead capture.
Updating Sub-from with a Main-form value during insert into function
Hi All, I have an auto-num field Quote_ID in a main form and on successful submission I run a loop to update a numeric field Quote_ID in the subform of the main form. for each line in Line_Items { line.Quote_ID=input.Quote_ID; } I have a workflow where
Published Form not displaying correctly on Mobile
I have a published form that contains a single-line field which has been configured for Barcode/QR input for Mobile devices. When I access the form using the permalink, the form displays as the desktop version rather than mobile version and the QR input
Bug: cannot add new contact without email address if portal is active
If I have a an account set up where the portal is already active, and then I try to add new contacts, it will not let me save those until I add email addresses for those new contacts. In many cases I don't have those email addresses, and this is a bit
Connection does not exists
I'm testing out creating a custom app in Connect. I'm trying to connect to Zoom to retrieve a list of meetings. I've created a connection by going to Settings / Developer Space / Connections. I then created a test custom app and a function in a workflow.
Berichtstags in Books - Stolperstellen
Wir kennen das alle, hinterher ist man immer schlauer. Das ist unsere Erfahrung mit Berichtstags in Zoho Books. Für das Controlling verwenden wir "Warengruppen" zu den einzelnen Artikeln. Am Anfang benutzten wir die Kategorie um unsere Warengruppen-Struktur
How to delete user form one.zoho
Hello, I am unable to delete user from https://one.zoho.com/zohoone/summitcareercenters/home/cxapp/directory/zohoone/summitcareercenters/adminhome#/users I can add the user but found no option to delete the user. Please guide me, how can I delete user
Map Dependency Fields in Creator
Hello, has anyone been able to map field dependencies in creator like you can in CRM? i have an app i have built for inventory and i would like that when i click on a manufacturer in the model field it will only show the certain ones for that manufacturer.
Contact not being sync'd due to "invalid email address" - and email is correct and valid
we have a contact missing in our list that is not beiung sync'd from CRM due to "invalid email address" i have tried to manually add him to my contacts in campaigns as well and get the same error his email is valid - i tested by sending an email to him
How to add the Desk Title in the browser tab
Hi there, Is there a way to add in the name of Desk to the browser tab as well as the Flavicon like other Zoho Apps? I have looked in the Rebradning section but can only see how to change the Flavicon.
gmail account problem
hello i can't receive mail in my inbox since one week with my gmail domain , the others domain still working but not gmail. i can sent email but not receive... i've check on the gmail parameters and off course in zoho but i'did'nt find anything wrong. i'm lost!! thank you for helping me As you can see i'm not english, so sorry for my language. (i'm french) olivier
Books API - how to change customerpayments fields of card_type and last_four_digits?
Hi, I'm trying to edit these two fields, card_type (such as visa) and last_four_digits (i.e. 1234) with a PUT request to /customerpayments/{id}. At the same time I'm sending bank_charges (a float, such as 1.23). The bank_charges are saved, but the other
Notifications and Triggers based on Payment Information being updated
When the customer updates their Payment Information (using the Request Payment Information link), I need to: Send notification to the Sales Rep that this step is complete (I can create this in Flow or use any native capabilities) Trigger an update (through
How to trigger a workflow every time a partial payment is applied to an invoice?
I want to run a workflow when a partial payment is recorded for an invoice. This configuration does not work. Is that because a partial payment action is not an attribute of an invoice?
Add fields to the Deals Closed Lost pop-up
Hi Im using the Deals module. When a Deal is Closed Lost a 'Verify details' popup appears. How can I add a picklist for 'Reason for Loss' to this form? Thanks
24 hourto12 hour
Hi, is there really no way to change the time format in Books to 12 hour? This is for a custom field in an invoice/estimate template. Thanks.
How do I stop contacts being able to receive all my different topic emails
Under the new Topics setup, unless I am misunderstanding it, a contact can be part of one topic, and then if they click the Preferences button in an email they receive from me they can opt to receive emails related to other Topics is this correct?? If
Fetch data from form to form but different apps
Hello I have a question and I am beginner in Zoho Creator. My question is it possible to fetch data from form to form but the apps will be different for example I want to make two form and the first one will has as input 'Admission ID' and same for the
Communication et collaboration : quel intérêt pour vous ?
Traiter des problèmes complexes, encourager la créativité et favoriser les solutions collaboratives est universel dans le monde des affaires aujourd'hui. Zoho One se donne pour objectif d'aider les entreprises à y parvenir en permettant à toutes les équipes
Unable to create connection with Gmail
Hi, When I try to create a new connection to Gmail, it displays the following error.. How to solve this? I need this connection to build an extension.
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