Dynamic or calculated date ranges
Is it possible to use a calculated or relative date range in Zoho Desk reports? i.e. say "Current time" - 28 days. I'm attempting to report on tickets that have had no activity for a defined period e.g. Dormant tickets would be any active ticker (i.e.
Pagination Causing Duplicates
I am using Analytics to pull in data from an API. When I use the pagination protocol provided by the API (offset & limit), it is causing duplicates instead of paginated results (so, as an example, I'd be expecting records 1,2,3,4,5,6,7,8,9,10, but getting
Cliq introduces "Networks"
As your business expands, we are aware that your needs for collaborations extend more than just within your organization. As a solution to this Cliq introduces "Networks". A Network is a dedicated space to collaborate with your external business
How do I implement Annual rate increments?
I am exploring Zoho Subscription to automate the billing process. Some of our clients are setup on annual rate increments from 3 to 5% annually. Is there a way to implement this feature?
What's New—September 2022
Hello everyone, We've improved the Backstage experience for you and we hope that it will make your event planning a little more effortless. Here's everything that's happened in the last month in a nutshell. For multi-day events, you can now check
Appending Arrays
Hi, how is the syntax for specifying an array manually? E.g. I have Data in A1, A2, B1, B2, that I need as a single array A1, A2, B1, B2 In Google Sheets I write {A1:A2,B1:B2} In Excel I write VSTACK(A1:A2;B1:B2) How do I do it in Zoho? Thanks
Issue updating amount in CRM using deluge
Hi, in need of some help! I am new to deluge and running into an error! I am trying to very simply pull the data from one field and update another. getting this error; Failed to execute function Argument type mismatch - Found 'KEY-VALUE' but Expected
Project tasks imported as milestones only- basecamp 3
When I imported my basecamp 3 projects, they appear only as milestones. They are not visible in my project dashboard or under the task work overview. How can I have milestones without projects?
Zoho CRM API version 2.0 sunset date.
Hi, Since version 3.0 of the API is out now, are there any plans or dates announced for the deprecation or sunsetting of version 2 of the API? Any help or information would be greatly appreciated. Cheers
Is it possible to get Outlook Emails to appear in Zoho automatically????
Hi, is there any easy way to get the Outlook emails to and from leads and contacts to appear in Zoho automatically? We are running with Outlook 2010 with the Zoho Add-in and have so far just started using Zoho with a few enquiries being entered via our
Geo code with postal code
Hello, I was hoping to get the longitude and latitude with the zoho geo code feature by just using the postal code/zip code but am having some issues with this as it keeps giving me errors. Has anyone had any success with this? postalCode = "M4K 3B9";
Zoho CRM's V3 APIs
Hello everyone! We are happy to announce the release of Zoho CRM's V3 APIs! While the previous versions are stable and widely-used, V3 brings you a set of rich APIs that can satisfy your business needs quite easily. Read on for a brief of the updates
Integrate with external API
Hello, triggered by a field update in CRM leads module, I need to push something to an external API. I've got this running using automatins/actions/webhoolks. The external API responds with an OK200 and some JSON information in the body. How can I use
Email Alert When a portal user is assigned to a Project and Task List
We need to send an notification to the Portal User whenever Project or Task List is associated to the User. Currently there are workflow automation only available for Task module, there are many workflow scenarios needed at Project and other modules level.
Generic Script to Map Subform Fields from one module to another
Hello Zoho people, I was wondering if anyone is willing to lend a hand. I need a generic script to map a subform from one module to another, based on LookUp, using workflow automation. Generic I do not mean something which work everywhere, which is not
Synchronization of two records in different modules
Hi, I intend to use zoho Crm for my company. I am testing it, but right now I have a problem I have created an Advances field in the "DEAL" form A "RECEIPTS" module has been created which must report all the values of the advances created in leds automatically
Is there a way to populate the Subject Line of a ticket with fields?
I want to keep the Ticket ID where it is but, I would like to have the Subject line automatically populate info like: "#1234 Classification - Category - Sub Category - Any Custom Field (or) account/Potential Name" Right now the subject line comes in
Get just the ID of a related contact to a Accounts
HI I am using the follwoing code, it should work but I akeep getting a error contactdetails = zoho.crm.getRelatedRecords("Contacts", "Accounts", 4994407000000372612); info contactdetails; contactID = contactdetails.get("id"); info contactID; I get the
How do i integrate ZOHO Desk with my c# .net application?
Hi Is there any sample code provided for creating tickets in ZOHO Desk within my c# .net application? any help would be greatly appreciated. Thank you, Alex
How to setup default page in Creator when user lanuch APP?
How to setup default page in Creator when user lanuch APP?
deverouiller une note
J ai perdu mon code et l emprunte n est plus demandée comment puis je faire ? Merci de vos reponses
My website domain name is not correct
Dear Support Our company website is www.lusailmedical.com but visitors cannot access the site since few months, after researching we found out that the only way to access the site is to type https://lusailmedical.zohosites.com/ . we do own the domain
how to disable mail approval in email groups
I have created a group, but every time somebody send an eamil to that group I have to mark it as approve. how to disable that feature?
[Integration Update] New Authentication Model in Shopify - Zoho Analytics Integration
Dear Shopify integration users, This is an important update from Zoho Analytics. Due to some technical and policy limitations in Shopify - Zoho Analytics integration, we are discontinuing the OAuth based authentication model. From now, Zoho Analytics
Autoplay function for Youtube videos not working
Hi all, I'm trying to autoplay an embedded YT video on a zohosite but it won't work Let's say the embed code for the video is this <iframe width="560" height="315" src="https://www.youtube.com/embed/8S-ddHMVtSE" title="YouTube video player" frameborder="0"
Borders
Are border patterns supported?
Leading spaces in any row, are not saved.
29th July 2022 Hi, As the title, if I start any row of characters, with an empty blank space character, it can look ‘saved’ alright in the note page thumbnail, but as soon as I hit on that to bring the note up to do more edits, bam, the leading spaces
A/B Testing Idea #2: Make your headlines sound super cool.
Hello everyone, We're back with our second post in the CRO testing idea series. If you missed the first post, please check it out here: "Place irresistible and clear CTAs." In today's post, we'll look at how to effectively A/B test your headline content.
Can custom functions return an entire fetch?
It seems, and I've been told by Support, that custom functions cannot return the entirety of a fetch: only the record IDs are returned. I've tested various ideas and I've confirmed this to be true. I can use the record IDs returned by the function to
We are planning to switch to Zoho Subscription but there are some pre-sale questions
Hello, we are planning to switch to Zoho Subscriptions but we are not sure if the following things are possible. We are currently running an online shop (based on WooCommerce) and are thinking about sending all subscription orders via Webhook to Zoho
Convert a string to an array like PHP explode();
I have a String "725 1180 1091 1019 961 925 887" that I want to convert into an array like the PHP explode() function do it so I can take each individual value/position of that array, can someone help me with this please
Ability to send a note/ tag agents in a comment from different department when sending a ticket
Hi there, Our agents move tickets between departments regularly and we're wondering if there is a way of sending a 'note' or message to the other department when moving the ticket. Is it possible to tag an agent from another department in a comment also
Selection from the tables are not all on the Homepage
hello, I have the following problem. for example, I select lines A1 - A12, but when I look at this in my homepage, only A1 - A9 is displayed, although the selection is correct. Does anyone have an idea?
Sales person cannot be empty.
Getting this error when trying to post orders to Zoho Inventory Here is the request
Zoho Sign Roles
Is it possible to restrict the User Role so that users cannot add fields to a Zoho Sign Document?
Project Balance and actual cost
Hi all i've a question about projects overview. In the project list above i have a lot of fields (some of them are empty); my question is is possible to customize a filed for this screen and how. For example i dont' see a field that is the difference
User assigned to Commerce and cannot unassign
I have a user that is no longer with us and I am trying to deactivate his account. The problem is when I try to unassign him from commerce I get an "Error Occurred!" message. And if I try to deactivate him I get another error message stating "Unable to
Link to external URL on Zoho CRM tabs
Hello, is there a way to add a link to an external platform in the Tabs section? Here: I'd like to give the users the ability to open Google Calendar on a new browser tab. I've seen this is possible using Buttons, but I can't add buttons to the Tabs area.
Resubscription Confirmation Email not received
One of my contacts unsibscribed from our newsletter by mistake. She tried to resubscribe, and the system said to check her email for a confirmation, but nothing is coming through. I need to add her back to our mailing list but the system has flagged her
Anzurechnender Betrag bei Guthaben vorschlagen / vorgeben
Auf dem Bankkonto geht eine Zahlung vom Kunden ein. Diese Einzahlung wird auf dem Kundenkonto als Guthaben gebucht. Nun wird die Rechnung erstellt und das vorhandene Guthaben soll in der Rechnung zur Anwendung kommen. Derzeit geht Zoho Books so vor, dass
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