Sort searchRecords results
Hi I am having a hard time figuring out how to sort the results of the searchRecords results in Deluge. I can get it done with getRecords. I am trying to pull all contacts that are my own, and then sort them by the date added to zoho. I need it to return
Open Source Driving Distance Solution
Hi – I am looking for a solution for the following: I have two databases. One is a list of contacts with addresses. The other is a list of events with addresses. I am looking for a solution to map the driving distances between the contact address and
Deploy sandbox changes to another sandbox
Hi all, Is it possible to deploy/ transfer sandbox changes to another sandbox environment instead of directly to production? Due to work processes in my dev team (stage middle step) they'd need to try changes in a second sandbox/ test environment before
"form does not exist" error when embedding iframe code on site
I successfully created my form and clicked on the embed code on website, iframe, but when I put it into my blog (blogger) it says the zoho creator form/app does not exist. I clicked on the make public button and tried a variety of ways. I am able to get the form spreadsheet embed code to work, so not sure what to do next. Any thought appreciated Carol
Error in creating a new email account
Hi, We are using the zohomail for our organisation. But, are unable to create a info@integrityconstructions.com email address. If the domain is owned by us how can another organisation be using this email address. PFA the screenshot of the error
Can someone book me for the whole day or book on a day without another booking?
Hi, I have 2 services - one is an online 1 hour meeting and the other is an in person 4 hour training session. Whats happening is that if there's a 1 hour meeting booked at 5pm then folks can still book a 4 hour training session starting at 10am. Because
Gantt chart is now supported in the latest version of the Zoho Projects Android mobile app
Hello, In the latest version of the Projects Android mobile app (v3.6), we have brought in support for Gantt Chart. Zoho Projects Android App is now one of the few Project Management Tools that supports Gantt Chart feature. Gantt Chart : Gantt chart
Large screen support and new enhancements in the latest version of Bigin Android mobile app
Hello All, In the latest version of Bigin Android app(v1.5.0), we have brought in the below enhancements: Large Screen Support Orientation and Split Screen view support for tablets Scribble support Drag and drop support Save to Download We have
Zoho Invoice for developers
Hey developers, We understand that your projects involve a lot of work, from coding to maintaining large, complex frameworks. But in addition to this, a freelance developer also needs to take care of one's business. Negotiating quotes, managing customer
Celebrating our Zoho Community SuperBuds
The SuperBud program recognizes the efforts Zoho users put in to help the rest of the community thrive and grow in their individual Zoho journeys. Be it the ZUG meetups or these forums, several Zoho users including our MVPs andZUG leaders, have stepped
New languages are now supported in the latest version of the Zoho Mail Android app
Hello All, In the latest version of the Zoho Mail Android mobile app (v2.4.35), we have brought in support for Ukrainian and 5 new Indian languages such as Gujarati, Assamese, Urdu, Punjabi, Kannada. You can update the app either from the Play Store
Polls, Recording consents and few enhancements in the latest version of Zoho Meeting Android app.
Hello All, In the latest version (v2.2.4) of the Zoho Meeting mobile app, we have brought in support for the below enhancements: Polls: Now polls feature is supported in meeting sessions. Hosts from mobile platforms cannot create or launch polls but can
Avoid duplicate record in Contacts and Accounts during Lead conversion with Custom Function
Hi Experts, I having problem with custom function "zoho.crm.covertlead" command in my script. I have a Lead A record about to convert, and the Contacts A is exist in the record. During the Lead Convert it will auto generate become Contacts B but instead
Relative Date Filter
The Tabular View report is a useful reporting tool, except you are unable to use 'relative date filters.' Can you please add a feature that allows for relative date filtering while using the tabular view report
Tip #6: Add images, files and, signatures captured in forms to Zoho CRM
How to add images, files and signatures captured using forms to Zoho CRM? Attachments in Zoho CRM can help give a deeper perspective into a particular record. When form entries are pushed into CRM, you can automatically send the attachments captured in the forms along with them. How it works You can do this whether you are using the form entries to create new records in CRM or update existing records. The files captured with form fields will be added to the Zoho CRM record as attachments. You can
Can I track weekly dashboard difference?
Hello, I am building a weekly dashboard in zoho analytics. Since the data changes all the time, every week's result is different, for example, this week our total predictive number of this year is 100, but last week the total predictive number of this
Can’t edit my notes
My notes are all in read-only view when I open them so I am unable to edit anything. I haven’t changed any settings in my notebook. How can I get everything out of read-only?
Portal cliente
Buenas, Quisiera hacer una consulta para ver si no lo estamos enfocando bien, o no somos los unicos a los que nos pasa. Usamos desk y books dentro de Z.One. El tema es gestionar los dos portales clientes, hay clientes que nos abren tickets y a parte nos piden las facturas (aunque se las enviemos automaticamente). Se nos hace un poco raro que el cliente se tenga que dar de alta en los dos y que sean separados,hay alguna forma de unirlos? como los usais vosotros?
Uploads added to Zoho WorkDrive by Zoho Creator can not be read or viewed
We created a form. That form contains a subform with File Upload Fields. Files get uploaded and shown in the report. We created a Deluge Script that uploades these files to Zoho Work Drive into separate folders depending on the clients name. It works
Automatically associate topic to contacts when syncing from Zoho CRM
Hello! With the new topic set-up we can no longer associate topics to lists like we did before. I now have a problem with contacts that are coming via sync from Zoho CRM - they used to go into a mailing list that was associated with a topic. Now when
Using Zoho Subscriptions with Service Business
We're a lawn maintenance company. Let's say we have 3 different annual recurring subscription offerings: (A) Lawn Mowing Program (B) Lawn Fertilizer Program (C) Landscaping Maintenance Program and we also offer 3 "One Time" or "One Off" type services:
Outgoing server (SMTP) smtp.zoho.com failed
This has been happening for several hours now. Is it just me? Sending of the message failed. The message could not be sent because connecting to Outgoing server (SMTP) smtp.zoho.com failed. The server may be unavailable or is refusing SMTP connections.
Emails not delivering to Microsoft/Outlook/Hotmail/Windows Mails
Hey there, We have issues with zoho delivering emails to anything related to microsoft. I see there are lots of similar questions in the Zoho Cares but you never directly reply. This includes the Zoho Desk that we use. Here is an example of a failed responce.
Work Modes Priority Mode
Hi, if I switch the view to the priority mode, the tickets are sorted in a way, newest tickets first in the columns. Is there a way to get the priority mode with oldest tickets first sorted? Regards, Leszek.
How many minutes/hours are required to unlock the mail account blocked due to security reasons
How many minutes/hours are required to unlock the mail account blocked due to security reasons
App Menu Behavior
The Zoho App menu (9-square icon in most applications) is currently a pop-up interstitial that needs to be manually closed after an app is selected. That behavior is sub-optimal. As an example, if I am in CRM and use the app menu to open (and go to) Workdrive,
Attaching emails to Opportunity (Deal) from Outlook Add In does not show in Account related list
Hi, There seems to be an inconsistency for how emails are represented when using CRM on the various modules vs when using Outlook add-in. When an email is sent from CRM, from the Deals module, the email is visible in the related list from both the Deals
Blue Print issue
When I am field is updated using workflow. Doesn't activate the blueprint automatically.
Zoho Recruit Assignment Rule is not working
Hello, I setup several assignment rules for when a new candidate enters the system through the career website. I made rules for if status = new, status = associated or just straightup if owner is the admin it gets assigned to someone else. However whenever
How to display multi-select choices in a advanced formatted resume?
We have several multiple select fields for a Candidate. This works fine in Candidate Editor. Candidate Edit But when I'm trying to add the multiple-select fields in the "Advanced formatted" resume, as I now do with skill set, it's not possible. The reason
Invitation sent and pending email
Dear Support, i tried to add an email zipwolf@zipwolf.com to my users list, but it is pending. Can u please instruct me how to solve the issue? Thank you
TIPS AND TRICKS #4 - Dashboard Tips
The importance of a comprehensive Account Receivables dashboard can’t be overstated. Zoho Invoice offers an insightful dashboard that gives you a clear picture of your company’s finances, key performance indicators and real-time summarized AR data. Let’s
Generating reports with attachments in tickets
Is there a way to generate reports with the attachments(Like images) in the ticket?
I'd love to edit KB/Suggested Articles from within a call!
Hi Zohodesk, Just a thought..... when I am in a call and choose a suggested article and want to paste its content into the call, if I see something I want to edit in that artilce it's a bit of a pain to locate this in the KB edit it, then search and add
Merging Fields in Zoho Desk Reports
Hi, I'm wondering if there is a way to combine fields in a Zoho Desk report. An example being we have a 'Classifications' field on our ticket with 10 drop down options. Is there a way to combine say 3 of these dropdowns together into one field in the
Disabling FWD option for agents
We are having ongoing issues with multiple tickets being created via user-emails. It appears this is due to agents replying in the ticket with "Forward" rather than "Reply" - thus creating a new email chain. This means that when the user replies back,
Zoho Creator Custom domain Error 400 and SSL issue
Trying to setup a custom domain for a Zoho Creator App Added sub-domians Verification was successful But we see Error 400 and https is not working properly. Our Zoho account is a premium so this feature should be available to us (we already did it
Filter subforms
I have a subform in my Deals module, which is a lookup to a custom module (an offerings catalog) so I can associate multiple offerings to a single deal. How can I have the subform filter the lookup options? My use case is that we have a checkbox field
Remove "Send Email" from only certain modules
Hi there, I saw another similar question regarding removing the "Send Email" button from modules, but have further questions. Id like to know how I might configure profiles/accounts to have access to the EMAIL portion of certain modules, and not others.
Collections, Lists and Strings, Oh My!
Has anybody else run into the issue? You pass a collection of string elements to a custom function. Then iterate through using for each and Creator interprets each variable as string that includes the quotation marks. So a string "Dog" isn't actually
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