Zoho CRM Blueprint now lets you automatically convert records, update user fields and more.
Hello everyone, We are happy to introduce to you, a set of new enhancements in Blueprint. These are minor pointers, yet they could mean a lot to users given different scenarios. 1. The character length of the Transition Name has been increased from 21
What happens to Zoho Creator if Zoho goes bust?
Hi, I am doing a risk assessment for my business at the moment and one of the most obvious risks is 'Zoho goes bankrupt and stops supporting Zoho Creator'. What is Zoho's policy here? A similar question was asked about Zoho Mail. The answer there was 'you can export your data'. That's fine for data but how about code? What use will Deluge script be if Zoho ever folds? Would Zoho release the code for the platform if they do go bust? I notice there used to be an option to run Zoho Creator apps on Google
how to change creator's GUI language?
Greetings It seems that zoho creator detects your region and sets the GUI language to that automatically..first of all this is just a bad idea, let users choose their preferred language or just import GUI language from user's account settings. my GUI
Gmail Zoho Recruit Add On - Additional Feature
Hi It would be great to be able to associate an email received in gmail to contact on Zoho Recruit by using the Zoho recruit for Gmail add on. Are there any plans for this?
contact 7 form zoho entegrasyon
We use Contact 7 forms. We got the Zoho integration, but there is a problem. https://www.elegantthemes.com/blog/wordpress/how-to-integrate-contact-form-7-with-zoho-crm We have followed the steps from the information in this link. Zoho log shows an error
Spotlight Series #10: Create professional slides with Show's Gallery
Hello everyone! The feature in the spotlight this month is Show's Gallery. Creating consistent slides across a presentation can be quite a task. Show's Gallery helps you design professional slides effortlessly. With the various templates, themes, and
Plans for Azure DevOps Integration
I see there are connections for Office and Microsoft Teams. Do you have plans to provide integration with Azure DevOps with Zoho desk for work item tracking and updates based on Client requests/features/bugs?
Multiple openurl statements "On Success"
How can I open multiple windows on success to print various record summaries? Right now if I have multiple openurl statements it just opens the last one. Any ideas?
Multiple exchange rate - AUD to USD
Hi everyone, All our products are sourced from China and we either pay in USD or CNY. This is converted from AUD. For these PO's, we are issued an invoice with 30% deposit and balance paid when goods have been shipped. This can mean a massive difference
Schedule email replies.
Recruit lets you schedule new emails for sending at a later date and time, however, it does not let you schedule replies to emails. This would be a helpful feature.
Subform data via related list REST
to my best knowledge, it is not possible to access subform via a related list REST API call: https://www.zoho.com/crm/developer/docs/api/v3/get-related-records.html here is an example REST GET list call: curl "https://www.zohoapis.com/crm/v3/Deals/4876876000000376008/myrelatedlist?fields=id,mysubform"
Create Image/Video Gallery
Hi there! I need to create a gallery with videos and images, just like the Image Gallery Element on the Sites Builder, but also with videos. So far the only way that I've found to post the videos is dividing the Row in 3 or 4 columns and finding the videos,
Champ search dans les fenetres assign
Bonjour, Quand je passe dans un related list , j'ai la possibilité d'assigner un Contact . J'ai du mal à comprendre comment fonctionne le champ recherche "search" , sur quels champs , quels criteres , peut on le parametrer ? Merci pour votre aide
Sandbox vs Production Deluge Code Error
Hi, I have bene using this block of code and working on it to get ZOHO to do something for me, all of yesterday it worked fine. Then this morning out of the blue , I start getting this error: Failed to execute function Argument type mismatch - Found 'TEXT'
Nested If Statements
Having a problem creating a nested if statement. This works: if((Imported_BPD > -1),Imported_BPD,((Feet * 12 + Inches + Quarter - Previous_Production_Inches) / ((Date_Time - Previous_Date_Time) / (1000 * 3600 * 24)) * Tank_Factor)) However, I am wanting to add another check to say if the formula is <0, then BPD = 0. Here is what I have tried but can't get it to work. Formula Field Both the argument should be same type for 'IF' task. Expecting 'IF' expression found 'BIGINT' expression
553 Relaying disallowed. Invalid Domain
Buenas tarde, al querer enviar correos me aparece el mensaje: Motivo 553 Relaying disallowed. Invalid Domain. Tampoco puedo recibir correos. Como puedo solucionar el error? Muchas gracias
Pro Rata Calculation before editing subscription
Hello We have a user flow we had no idea how to solve. Maybe you have any ideas. When a customer wants to upgrade his subscription in the middle of his billing cycle, we need to show him (in the product interface) the sum he will be charged immediately.
How far can I take the PDF Customization when I want to export entries from Forms?
Evening everyone! I understand that I can export every entry I get on a form, but I want to have a different format as an end result. Something like what you can do with email templates on the CRM, but from Forms and using the entry as a source of information.
Changing the outgoing email "From" when requesting documents
Hi, I was wonder if there was a way to change the 'From' name on the outgoing request to clients for documents. I've gotten around to testing this feature, which I like. But the email being received is saying the name is "Zoho Workdrive" in the 'From'
Can you pass a hidden field value OR log WHO sent the survey?
Hi there, We want to use Zoho Surveys as a post-support survey tool where our client services team member will send the link to a user to complete after they have had a support call or ticket answered via an email sent against a Zoho CRM Contact. We want to match the responses to the agent. We can pass the name of the support tech in a URL variable but then it is easily edited by the customer once the field is populated. So I would like to have the ability to pass a URL variable that creates a hidden
Selecting computers to add to groups
When creating groups, can we "select all" in the filter window - it is very frustrating adding them manually
Video gallery
Hi, I need to be able to create video gallery on zoho sites, i.e., with navigation like thumbnails when clicked show the linked video and description, like it is done here -> http://www.writersfestival.co.nz/look-and-listen/videos/, refer to the below screenshot to see what I mean. I had emailed support at zohosites.com but did not get any response Regards
What is the difference between Quantity and Value Allocation?
Web Tabs in Zoho Projects
Web Tab allows you to access external websites within Zoho Projects. You can associate web tabs to specific Projects by which, only the users of that particular project will be able to access the web tab . Create web tabs by embedding the URL of the external
On Mobile, Closing a Popup/New/Same window via the "On Submit" of a form
I think I have found a Creator Bug. Or can someone help with a workaround? Scenario: I have an app that is used primarily through the Zoho Creator iPhone mobile app. As part of a custom workflow on report, when a user taps a button, it executes this deluge
IMAP Stop working
I am using Zoho IMAP with Outlook 2019. For the past two days, I had the case where the IMAP stops working. Outlook says it is connected but my inbox does not sync anymore. When I check on webmail i do have new email. Last time i had to delete the mailbox
Five mistakes to avoid while sending holiday email campaigns
Any email marketer will vouch for the importance of a good holiday email marketing strategy. Needless to say, it is one of the busiest times of the year for them. A lot of planning is required to maximize from the celebrations. However, often marketers
RDP session on remote assist
Greetings, We have users who remotely access internal workstations via RDP from home. When we use Zoho assist to connect to their home computers we cannot see their RDP session. Is there a solution to that? Thanks.
Total Sales and Base Currency Compared to Receipts.
Hi, I'm extremely confused about how currency conversion is happening. I'm inputting/importing invoice in dollars to the invoice application. I'm applying a payment on the date the invoices were raised on another marketplace application I work through
Mail API limits
Is there a frequency or quantity limit when using the mail API to send emails to my customers?
Sharing Emails not working
Hi have two managers with the same profiles. Gary can see Rob (their subordinate) , Ed can not. There is not domain exclusions. See screenshot. Only difference I can see is Gary has IMAP to share his, Ed does not have IMAP setup but we dont want to
Can I sync my Zoho Calendar with my main Outlook Calendar folder?
Hi, I have enabled the Microsoft 365 gadget that allows me to sync my Zoho Calendar and Outlook Calendar. All the meetings I create in Zoho are duplicated in a new outlook calendar named "Zoho CRM Calendar". Can I somehow make the new meetings appear
How can you use Json from webhook?
I need to access one of the JSON variables in a custom function to remove a character. The code is: string cleanString(string filthystring_json) { email = filthystring_json.getJson("email"); return email.replaceAll(';',''); } However, filthystring_json
Team inbox IOS APP Bug
Regarding TeamINBOX. Not Zoho mail Hi Team, I’ve been reporting several bugs in recent weeks via email to support@zohoteaminbox.com but they don’t seem to be getting answered nor do they appear here. Here is the most frustrating bug of the lot, please
does workdrive permissions apply to files imported into zoho books?
Hello say i have imported a file from workdrive into zoho books documents, does the permissions that used to be applied to this file in workdrive still apply in zoho books? or is it that anyone who has documents permissions in zoho books will be able
Freezing panes/elements in canvas
Hi, Wonder if anyone can help, currently when viewing a record within the standard view, the top row of a record (title and edit buttons) is frozen upon scrolling, now within canvas, how do i create the same?
Deluge- how to prevent a user who is already signed in from signing in again
I have written a simple deluge script for a Sign in App. Is there a way to prevent a user who is already signed in from signing in again? Likewise, is there a way to prevent a user who is already signed out from signing out again? What I have below populates
Wrong breadcrumb language when searching on the Knowledge base
Hello, I realized that, when searching an article from the English version KB, I still se the breadcrumbs in Italian (which is the original language). Please see this on the screenshot below:
Set Up Reminders For Recurring Bills
I know how to set up reminders for bills. However, only seems to work on one-time bills. I need a reminder even for recurring bills. How can this be done?
Bulk update custom field
I have recently added a custom field to my contacts under "contact information" that is a true/false tick checkbox. The field is showing in all of my contacts, which is great. However it hasn't automatically added a "tick" in the checkbox. How can I do a bulk update of all of my contacts so that all have a "tick" in this custom fields checkbox. I'm not too keen to go through each contact individually as it will take forever. Any help would be greatly appreciated.
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