Fetching ALL data (including custom fields) from Zoho Connect trigger in Zoho Flow
I have a Zoho Flow that is triggered whenever a task from a specific board is closed in Zoho Connect. The task has several custom fields. In Zoho Flow, I cannot see a way to access these custom fields, even though the data *is* in the triggers output.
Show "Actual Hours" to a User
Hi, I've the necessity to show the "ACTUAL HOURS" value to user with specific "Profile", how can I do?
Latest Updates in Zoho Meeting | Integration with Zoho Flow, enhanced webinar UI, and other updates
Hello all, We are glad to share a few updates and enhancements in Zoho Meeting which includes an integration with Zoho Flow which can help you automate workflows, and a few enhancements in our webinar UI that you will find useful. New Webinar UI Picture
Zohoforms ${zf:ADDED_EMAILID} for zapier.
Hi, If a user is using ZohoForms iOS app to submitted the form, I understand that we pull out the user email by using ${zf:ADDED_EMAILID}. However, if we are using Zapier to integrate, how can we pull out this information? It would be good that you could add first name and last name to the users. And create the ability to autofill the first name, last name and email ID when the user is using the ZohoForms App.
Images in public manuals are no longer displayed
We are using the public share of a manual (Settings > "Make this Manual public on the web"). Recently (yesterday, 2022-09-08), this page no longer displays images. The images, which were previously directly accessible via https://connect.***/connect/viewFile.do?scopeID=***&fileId=***,
Major Issue with Data Import using 'Prepare Data'
The end goal for my project is to schedule booked capacity in my business by importing from my Project Manager database. The imported data will include the department, the job number, the estimated and actual hours for that job, and the projected start
Page Break
How do I add a page break to a Dashboard for printing?
What's new on Zoho Marketplace in August 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in August 2022. Extensions for Zoho CRM Referral Factory for Zoho CRM Build, launch, and run powerful referral programs
All You Need to Know About The Brand New Zoho Creator 6.0
Zoho has introduced the Zoho Creator 6.0 as a unified platform that is capable of solving all the digital needs of creators. It has been made to help businesses accelerate their digital transformation and modernization efforts. Packed with a strong and
Error in mapping fields from Integromat to Zoho
Hello, we are currently integrating integromat to our Zoho CRM and experiencing an error in mapping the fields, the error is due to the Lead Type field we have in one of our Layouts. Here's the context: When a new lead sends us a message it should be
Client Reporting Hiring Pipeline
Hi, We have set up our process using the Hring Pipeline, we manage each job opening, updating candidates through each stage, with a comment to explain the rationale why they are being progressed, or rejected. This is a fantastic, transparent way of working. What we cannot do is report to our clients using this information, ideally what we would like is to run a report for each job to extract the information Candidate stage eg Research, Our Assessment, Client Interview Candidate name Current Employer
update date-time field
Hi, How to get created - date and time and update into date - time field .. i am getting issue while updating time .. date i am getting correct ... i am trying to update both date and time from created .. calls_record = zoho.crm.getRecordById("Calls",ID);
How to Backup Gmail Emails Hassle-free?
There are many third-party applications available in the marketplace. But I suggest you to try MailsDaddy Gmail Backup Tool because of its outstanding features. This tool exports Gmail emails into multiple formats (PST, MBOX, EML, MSG, and HTML file format).
Please re-integrate with WorkDrive
Hi, I using Notebook for a while it was so great but recent updates about Pro version cause a lot concern! The free 2GB should be for group of users who not using WorkDrive yet, then they should consider using WorkDrive account for 5GB free storage or
Zoho Reports - Invert Axis
I have a simple bar chart that shows the average number of people achieving a certain score (between 0 - 8). The chart shows the value 8 as the highest on the 'y' axis. This is fully understandable. However I need to display the results with 0 being the highest and 8 the lowest (i.e. invert the 'y' axis values with 8 at the base and 0 at the top). Is there any way I can do this with Zoho Reports?
Can I get the zb code for my domain?
Can I get the zb code for my domain? I deleted off of my dashboard DNS by accident
Is it possible to send invoices to clients before their renewal date and is it possible to implement an invoice review process?
Hello, All of our clients are on yearly plans and are paying us via Purchase Orders with varying terms. In order to ensure we are receiving the payment prior to their actual contract renewal date, we are sending them a renewal invoice 3 months prior to
I want to automatically link tickets sent by deluge's sendmail function to customers registered in Desk.
Hello! I am trying to send an email using deluge's sendmail function. I want to automatically link a customer registered in Desk with a ticket sent using the sendmail function. I'm struggling because it seems to be difficult to use the customer's address
More views for Help Center
The current iteration of the help center allows for viewing/sorting Open, On Hold and closed tickets. It would be nice if end users could view a combination of tickets. Perhaps make these check boxes rather than drop downs or add filters for All tickets
Payment page
Hi guys, after press Confirm Order button (with payment with Paypal or Credit Card) customer is redirect to zohosecurepay dot com slash bla....bla...bla... (see screenshot in attachment). This page can be translate?
Writer - Import MS Word docs with correct formatting
Hello, In my company we work a lot with ditigal and therefore have almost no paper anymore. We therefore also receive a lot of Word documents, which are not displayed correctly in Writer. The formatting is always different from the original MS Word document.
Admin for Employees View - Need One Similar to Self-Service
Most of the admin tasks for HR (at least the way we do it) are employee-focused. When information needs to be input or obtained for an employee, the obvious way to get it is to look it up by the employee. Unfortunately, Zoho People doesn't make this very
Migrate to new Topic Management and CRM sync setup by September 30
Zoho Campaigns introduced a couple of feature updates last year, including advanced Topic Management setup and an updated Campaigns-CRM sync. Our users had a year's time to understand the changes and implement them. We are inching towards the deadline
📢 : Zoho Analytics is a winner🏆 in 2022 Industry Excellence Awards
Dresner Advisory Services has recently named its 2022 Industry Excellence Award winners. The annual Industry Excellence Awards acknowledge vendors who have achieved leadership position in the company’s 2022 Wisdom of Crowds Analytical Data Infrastructure
Is there a way to randomly display only one question out of a group of questions in Survey
I have a survey that asks some generic demographic questions and then needs to ask a SINGLE satisfaction question, but I would like to have the single question be rotated or randomized so that if a user visits three times they have a chance to see three
Mail sent from Gmail sometimes fail with error "535 Authentication Failed"
Hi! I have been using email sending from Gmail via SMTP for a few years now, and have never had any problems, until a few days ago, when after sending the message I was notified by mailer-daemon@googlemail.com that the message had not been sent because
chat in marketplace b2b buyers with sellers
hello do zoho support b2b chat in buyers with sellers??? i use laravel php
Automation with Dataprep
Hi, this looks like a very exciting app, but i need to make sure that it works for our requirements. Is there any way Dataprep or another Zoho service can monitor a WorkDrive folder to start a transformation if a new file is added and then move the file
Is it possible to customize when invoices are sent from Subscriptions?
I work for a SaaS and right now we send out reminder emails 90, 60, 30, and 7 days before an annual subscription expires. Is it possible to set up Subscriptions in a way that it will send out quotes or invoices to customers at these intervals? I was only
Is it possible to obtain all the values from a picklist into an array?
Hello community, I have a question... I am trying to make a round robin function to assign records to my team, I need to have the names of the assignees in an array so I can build a function in Deluge, so as you know, usually when you have a picklist
Booking public holidays cross-countries
Hi all, I work with employees across multiple countries, and as a company we would like to give employees the option to book bank/public holidays across countries. Meaning that they have a determinate max number of days that they can book, but it is not
Expected Revenue Report
Hi there, Is it possible to produce a report of Expected Revenue by Month? Thank you.
Can ZOHO CRM do these tasks
Hello everyone, before we jump onto a new CRM software we have a few processes that definitely need to be available. A new CRM is always very overwhelming, so maybe you can help me out before I try to figure on my own. Can Zoho CRM handle those tasks,
Ontmoet onze Zoho Analytics experts op de Big Data Expo in Utrecht!
In de huidige digitale economie is een BI- en Analytics platform voor jouw bedrijf niet meer weg te denken. Importeer je gegevens en analyseer deze middels fraaie visuele analyses met Zoho Analytics! Op woensdag 14 en donderdag 15 september staan wij
Remove from dropdown when submitted
Looking for a little help: I have created a store attribute survey with the following logic: - district manager selects their name from a dropdown (one answer) - district manager is presented with another dropdown (one answer) with a list of approximately
Can I be migrated to Creator 6 yet?
Hi Can I be migrated to Creator 6? It has been 6 months since my previous request. Do you have a solution? Kind regards Neil
How to enter values for input arguments for my function in Page?
I'm creating app to record lessons and homework completion. I wanted to copy schedule: on day 1 I want to copy lesson1, lesson2, lesson3 to day 2. Function works fine, when I click "Execute", because it asks for arguments (from, to). But when I assign
How to check the tickets (Zoho Desk) related to a Zoho CRM account/lead
I'm trying to check all the Tickets related to a certain Zoho CRM account/lead but can't find the actual way to do it Could you guys please give me a hint on how/where to find that info? Kind Regards and thanks as always.
Zoho Finance Bug: In CRM Dashboards, no Sales Order (finance module) status options show for the Anomaly Detector component
Summary I'm trying to create a Anomaly Detector chart and use the criteria filter for sales orders but no options show for the status criteria. I'm presuming it's a bug but who knows! You can enter in text but what should we enter? Other reporting areas
【Zoho CRM】ウィザード機能に関するアップデート
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ このたびの機能アップデートにより、Zoho CRM のウィザードにおける以下の機能が強化されました。 ウィザードにおける条件処理ルール ウィザードのボタンのカスタマイズ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
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