Instantly locate any feature inside Sheet with Feature Finder
We count on spreadsheets to store voluminous sets of data, so we can analyze and revise them later. Zoho Sheet provides multiple features to simplify your data-related tasks. But at times, selecting the required feature to perform a desired action can
Stages not order correctly for specific Layout
Hi Zoho team, I have a issue where the stages in the Kanban View for our module is not ordered correctly. So right now it showed like in the image for Layout = All Layout where Application Filled is the first stage. But when I change to other Layout the first stage is Application Created and this is what we expect. How can I reorder the stages for Layout = All Layout?
Zoho Desk ticket backlog calculation
hey, we're trying to understand how the average ticket backlog calculation is created in the analytics part of zoho desk. can anyone shed any light - we've tried based on overduie/out of SLA/untouched, etc without a good answer to see how to actively
Extension Pointers - Simple yet significant pointers #6: Adding and deleting developers
Adding and deleting developers in an extension To perform different functionalities with different applications, it may be necessary to create multiple extensions on the Zoho Developer platform, Sigma. You may develop an entire extension on your own,
Can I Mass Delete Duplicate Records (Accounts)
Hello, When I had imported from another CRM about a year ago, I had imported A LOT of EXACT duplicate accounts and have over 12,000 records (reason for so many duplicates was I imported my "contacts" to my accounts and I had multiple contacts per account). I see the way to "find/merge duplicate" but that is a one by one process. Is there a way to mass delete or a duplicate record look-up and then delete? Would greatly appreciate any help you could provide. Thanks, Matt
Telegram Integration
We have been using an integration with Twillio so all of our client text messages come into Desk and have been very happy. We were looking at using the new whatsapp integration but, with the new privacy issues we will no longer be using whatsapp and
Template needs to be selected twice when sending an email via a Blueprint transition.
Hi, An issue has been found within the Blueprint transition phase when replying to an email. Templates needs to be selected twice when replying to an email via a Blueprint transition. The first time a template is selected nothing is shown while the second
Changes to CRM & Campaigns Sync
After finding out recently via the platform, as opposed to an email from Zoho, we have found out that we now have sync to all of our contacts to Campaigns from CRM, Currently within the contacts module within the CRM, we have various types of customers
NO Conversion Mapping in SandBox
It appears as though conversion mapping is not possible int he Sandbox environment. From setup, modules, the conversion mapping item is not in the actions menu and when editing a workflow that does the conversion, clicking on the Conversion Mapping link brings up a blank white screen. I would consider this a pretty large gap in the sandbox implementation. Anyone know how to get to the conversion mapping in sandbox?
Canadian Edition : What is the best process to manage QST installments and see them on Line 210 of the annual QST Tax report
Hi everyone, Zoho Books added the GST/HST installment functionality a couple of years ago but it is not available for the QST. I've looked around and found old incomplete answers on this subject and I would like to ask if someone can write the full process
[Blog] Project analytics: 360° insights for successful project delivery
Project management is a key enabler for efficiently managing the volume and velocity of business efforts and delivering ambitious growth rates. With growing data volumes, more project managers are adopting data analytics to make better business decisions.
Remove Bounce EMails
How to remove bounce Mailing List from Sent Campaign List?
How to get a specific parameter from API output?
Dear sir/madam, Hopefully you could help me with this easy code. I am using the following code receive data from an API: xmlResp=getUrl("https://api.optimoroute.com/v1/get_scheduling_info?key=20bb316618108d4404d38797f9a6b1XXXXXXXX7&orderNo=3944070000XXX1166");
Foreach logic in flow
Hello, is there a way to create a foreach logic in Zoho Flow? I'd like to do the following. When a record is updated: take a string from a specific field of that record (a list of full names separated by commas) for each full name, fetch the corresponding
Adding links to task via API
Hello, is it possible to add links to tasks via API? I mean this: We'd like to create a task containing a list of Contacts matching certain conditions. Thank you Antonio
Please add the option to be able to share the Folder with filter creterium
Please add the option to be able to share the folder with filter creterium funktion.
Cannot connect PNC Bank (persistent error 429)
I am test driving Zoho Books and up until now was optimistic about this service. I have spent all day yesterday and trying again today to setup PNC bank (my operating account) to sync with Zoho Books BUT I keep getting error 429. I have tried setting
Is it possible to add contacts to Do Not Mail via the Campaigns API?
I can't find it anywhere in the Campaigns API documentation but am wondering if it is possible. Anyone know? Thanks.
Send mail (on success) if new row added (subform)
Hi guys, Can someone help me out with the script for: On created or edited > on success Send mail if new row in subform added. I don't know if I'm just having a complete brain block today!! Thanks
Transactions manquantes Zoho Books
Bonjour, Dans la section Banque de Zoho Books, il manque toutes les transactions entre le 17 août et le 26 août. Nous ne pouvons fermer notre mois à cause de cela. J'ai actualisé les flux et j'ai mis à jour les identifiants. Les transactions manquantes
IdP and SP initiated SAML flows
Identity provider (IdP)-initiated In an IdP-initiated flow, a user first gets the SAML assertion from the identity provider. Then, the user goes to the service provider (SP) for authentication. IdP-initiated SAML flow looks like this: 1. A user wants
Facing Error "Undefined variable: enableSSLVerification in C"
When i am run latest php sdk zoho code then occure error : " Notice: Undefined variable: enableSSLVerification in C:\xampp_7.4\htdocs\27sep_Zoho_ssl\multiuser.php on line 52 Fatal error: Uncaught TypeError: Argument 1 passed to com\zoho\crm\api\SDKConfigBuilder::sslVerification()
Non-functional GitHub Actions
While running git commands, I am able to see all the repositories on my git account but when I run commands to view the contents, commits or issues I am facing an error saying "Oops! Looks like something went wrong with the integration. Please try again
Question about the limitation of sub form entries
Hi This may be a silly question, but Ill ask anyway. ;) Im playing about with Subforms in a custom module. I see in the support documentation that: - The maximum number of entries across all subforms on an aggregate is 200. Does this mean that there
Creating empty articles in bulk to get the final url
Hello, is there a way to create empty articles in bulk? Basically, I just need to get the final url of the article. Thank you
Reply to not working
I have set up and verified a "Reply To" email address but I do not see an option to use it when I compose a new email. I saw a topic on the forums that says to set it in under Settings->Compose but I have no option there to choose my ReplyTo address.
Not receiving any emails from Wordpress
Hi! Has anyone seen this, I have a form on my WordPress site and it's not coming through. It comes to other email accounts but not my Zoho email. I've added MX records to my hosting provider. Also when I add user, the password email doesn't come in either
Why forcing mandatory fields when updating module entry?
Something that's causing me trouble and is resulting in not being able to optimize the use of 10 allowed Workflow rules when creating Flows for Books: forcing mandatory fields to be updated when updating module entry, Invoice in particular. My case: we added a custom fee in "Contacts" in Books named "Reseller". Then, we created the same custom field on Invoices. The Flow I'm trying to build would be to update that field on Invoice when an Invoice is either created or edited by fetching it from Contact.
Collapse Columns should be added as option
Dear Zoho Team, I miss the option to collapse columns ( see picture). Could you please integrate this option? Ana Jeva
No bots available
Hi, I wanted to subscribe to the 'Poll' bot but when I click on the + next to Bots (in left-side bar), there's nothing in the list and a message telling me "No bots to subscribe." The only option I have is to create my own bot... How can I add the built-in bots? Do I need to do something?
Change webinar organizer
Hi, it seems that the webinar organizer must start the webinar ( co-organizers can't ? ) For me this is a uge problem. Therefore I need to change the organizers of my webinars. Is there an option to do so? My webinars do already have subscriptions.
Switching whatsapp from Desk to SalesIQ
Hi, I had previously configured the Whatsapp Zoho Desk channel and now I want to use that same number for the SalesIQ Whatsapp integration, so I disabled the Zoho Desk whatsapp channel and enabled it on SalesIQ, however when I send messages to the number
Unable to select csv format before exporting audit log
Hi everyone, I use the export audit log function in Zoho CRM however when I do, some data (that is in Arabic in the CRM) is not showing properly in excel. I suppose this is due to the csv being exporting in the wrong format. Is there a way to select the
Suppression en masse de données dans un module
Bonjour , J'ai un module personnalisé et j'aimerais supprimer toutes les enregistrements de ce derniers Comment puis je faire ?
How do you actually create "associated links" in a note and how can they be used
Notebook provides you the ability to view "associated links" for an individual note. I found one reference in Quora to the fact that we can create these from Zoho Projects, Mail and Meetings but nothing to say where or how you can do this and where elkse
Email event invitation
Hi, When an event is created and an attendee is added, an event invitation notification is sent as notification in email panel only. How should I set to receive an email in inbox also? Thank you, Pun
Auto-bcc
A option in setup that allows you to BCC all sent emails to a certain address, without having to type it in every time. Best regards, Magnus
Deals data to quote
Hi everyone! I have a doubt/situation, with which I hope you can help me. I have a field in Leads that, depending on how it is configured, can be inherited from the generated Deals. My problem is that I try to inherit the data from this field to the Quote,
Please let it remember the position and zoom ratio of the last screen（not starting from the selected cell）.
Please let it remember the position and zoom ratio of the last screen（not starting from the selected cell）.
Why is the customer email address changed using "+client.domain.name-via-support@my.company.domain"
Hi, I noticed a strange behaviour with Zoho Desk that I don't quite understand. I have customers that open tickets with their email addresses - that's fine. For instance "mike@foo.com". My company has its support email address as simple as "support@barbaz.com".
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