Can we import data to CRM Products module from external SQL db?
We have ZohoOne account and a seperate SQL db which holds all of our up-to-date product catalogue for our website. We would like to be able to update the Products module automatically with data from the db rather than having to input twice. Is there a
How do I send a JSON data output to an external website from CRM?
We currently have a workflow that creates a folder on our local drive when a new Product is created and stores the folder address in a field. I would like to send this field and the unique reference number of the Product as a JSON via HTTP when the folder
Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas
Consideration of the OnHold-Time for the calculation of the Average Resolution Time?
Hello all, under Contacts I have the option to view the "Average Resolution Time" of Contacts and Accounts. I would like to know if the hold time is taken into account? Example process: - Ticket A is created 08:00 AM - Ticket A receives status of type
Query with WHERE function not working
Below is my query code SELECT DISTINCT "Network", "DepartmentName", "ActStartDate", "ActEndDate", "Actual Days to Complete", "EstStartDate", "EstEndDate", "Estimated Days to Complete", "On Time vs Late" AS 'Aero Build OTD' FROM "Eagle_AllHoursReport"
Widget for Zoho Project
Hello With JS SDK for Projects can i fetch all timesheets? Will be cool something like in analytics we can fetch hall table Thanks
integrate ZOHO with avaya or astrick
Hi I'm looking for a solution to integrate my landline phone with zoho CRM and Desk plz provide me which central that I have to get from Avaya and what all I need ? thank you
Transfer Data Source ownership in Zoho Analytics
Hi, I am an "Organization Admin" in Zoho Analytics, and I'm managing the whole thing on my own. Eventually, I'm gonna be an "Account Admin" so that I have no further issues or restrictions, but for now, I'm not. My problem is that I'm working on a Data
Configuring SMTP for C# Application
I am unable to send email for my C#application var client = new SmtpClient { Host = "smtp.zoho.com", Port = 465, EnableSsl = true, UseDefaultCredentials
Auto Save
Is there anyway to "auto save" every few seconds. I just lost some importatnt information in my notes. I then switched down to edit email and lost everything in notes. Any suggestions?
How can I get Contacts from my list of Accounts? C# API
Hi everyone, I have a question about how to get all Contacts of the special Account. The problem is that I can get all Accounts from CRM and their properties, but in those properties, I can not see anything related to the Contact. How can I find them?
Need to click "Save" button twice when adding notes
Lately I've noticed that when I add notes to my account or deal page, I have to click the save button twice. The first time I click save, the text entry box slightly reduces in size, and then which I click save the second time, my notes are saved. Any
Bugs in each Task based on Priority and Severity
The Task Issue Mapping module in Advance Analytics for Zoho Projects allows you to map the Bugs with the associated Tasks. This enables you to analyze the number of bugs raised for each task across Projects. For example, the following report illustrates
Extension pointers #12: Create custom script and retrieve personalized outcomes using custom actions
Create custom script, allow end users to define criteria, and obtain personalized outcomes. What are custom actions? Custom actions make it simple to carry out a templated action or task that end users can reuse, leading to personalized outcomes based
Creating a task at specific dates
Hi! I have a picklist-field within a module which contains the options 'Yes' and 'No'. I want a task to be created at every first of january and first of july each year if the option 'Yes' is chosen. How can I do this?
Is there a way to copy custom fields to other modules after creation - i.e Also create for?
Is there a way to copy custom fields to other modules 'after' creation - i.e 'Also create for'?
New row subform Trigger
Hi community, Can an action be triggered when a new subform row is created in Zoho CRM?
Auto populate Fields
Greetings, I created a module called "Attivazioni4P", in this module I added a lookup search field to get data from another module, "Companies" (default zoho "accounts" module). I would like to automatically populate the fields in the new form by simply
Task with due date that starts the count of days every time a customer has a won job
Hi, I need a workflow with a task with a due date of 90 days wich starts from zero each time a customer has a closed won. Any idea?
Zoho のメールキャンペーンで開封済みのはずの受信者が未開封になってしまうのはなぜでしょうか？
Zoho のメールキャンペーンで開封済みのはずの受信者が未開封になってしまうのはなぜでしょうか？ 設定する部分がたりてないのか、受信される方の環境依存で未開封になるのでしょうか？
Obtaining Timesheet approval from a client witho9ut logging into portal
I am seeking guidance on a Zoho PEOPLE solution for timesheet approvals. I am wondering if there is any way in which we can send a notification email to the approving individual that allows them to click on a button link in the email to APPROVE the timesheet
Conversion Rate in a Sales report
I want to be able to achieve the following in a single report. show, by sales person, their conversion rate. That is, the ratio from a closed - Won potential to a closed - Lost potential
How to migrate from Apple Notes to Zoho?
How to migrate from Apple Notes to Zoho?
Refreshing new UI for the Contacts module in the latest version of the Zoho Desk iOS mobile app
Hello, In the latest version of the Desk iOS mobile app (v 2.6.11), we have brought in a refreshing new UI for the Contacts module. Users can now add new tickets via Contacts. We have also given a gist of Contact level ticket statistics (i.e., Open, On
Writer displays layout different when saved as pdf.
I had the same problems when saving it as a .docx file which is understandable considering how complex MS Word is, so I tried saving my resume as a PDF so that potential employers could view it correctly seeing as I no longer have Word. The problem is,
calculating a records age
Hi I'm trying to calculate a record's age in hours, and the output doesn't make sense to me, am I missing something? here's the code: info "the date-time now is " + now ; for each offer in offerslist { bday = offer.get("Created_Time"); info bday; rn =
How to account it correctly in Zoho Books ?
When an existing debtor gives a loan (cash), how to account it correctly in Zoho Books ?
Partial Invoice
Is it possible to invoice for a given percentage of an estimate, or estimated item? Preferably different percentages of each estimated line item?
When will the deposit option in Estimate/Invoices that we were promised be implemented?
We need to see actual progress with your software in order to stay on as a customer. We have been very patient. I am hoping that your management will do the right thing and start implementing what you guys say will be updated. I want to know when this
How to add a Deposit Line in an Estimate
I'm trying to figure out how to customize an Estimate to include a Deposit/Retainer Invoice line within the Estimate. I tried creating my own custom field called "Deposit" where I manually inputted the deposit amount, which was nice. However, my employer
Update time entry - set invoiceId null
Hello, we have a problem, the invoicing with the zoho books integration did not work correctly! We need to remove the InvoiceId link for certain time entries, because the time entries do not belong to the correct customer for whom the invoice was created.
New Topic feature broke my workflows
I have a website which collects leads/contacts and uses Zapier to update a ZOHO contact campaign list. That list is used to start a Zoho workflow campaign to send a few emails. Ever since the new Topic upgrade, the contacts that are added to the list,
Zoho Book Contacts API issue
Hi, I am trying to create contacts through the "https://books.zoho.com/api/v3/contacts" API, I have tried following code but it is always returning invalid auth token, or invalid JSONString or you are not authorized etc. Not sure what is going wrong Here
Capture the last time an email was opened
Hi, I have a conundrum… I want to be able to parse the Last opened date and time from Campaigns and have this populate a field within the CRM whenever this has occurred e.g Last Email Opened Date 01/01/2022 and updated with 13/09/2022 as they opened
Cant Verify Domain Using GoDaddy and CloudFlare
I am trying to verify the domain so I can publish my website. When I try to verify domain, this is what I see: https://i.imgur.com/wqiXMBg.png When you visit the website. www.thebootbabes.com, it shows a zoho site. Here are my DNS settings: https://i.imgur.com/wqiXMBg.png
Zoho Assist Mouse/Cursor not showing on video
Good morning, When I am using Zoho Assist and remote accessing a customer's computer, and recording our session, the cursor of the customer mouse does not appear on the video so I cannot see where he is clicking. Is there a setting or a way to fix this? Thank you
The SPF record will not authenticate
We have tried adding the SPF record and it will not authenticate. We have also contacted our hosting provider and they said it is set up correctly.
Only the first day of the event shows up under embeeded calendar
Hello. I've a calendar shared on my website so certain people can view it. The problem is if calendar event is occuring in the time-frame of more than 1 day. Say starts at 1st of July and ends at 7th of July. The problem is that we can see that even only
Templates for team members
It would be very valuable if "managers" can create and update their own templates. This would allow Project Manager to make the use of their work more efficient. However, this should not be linked to the possibility (access rights) to change, add, remove
insert list into multi select look up
Hello, how would I insert multiple values into a multi lookup field in deluge?
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