Is there a solution for having to click 'Save' twice in order to save notes.
In the last 12-18 months Zoho had a major update. Ever since we will frequently have to click 'Save' twice for a note to saved. It happens when copying and pasting into the note AND directly typing into the note. It is not consistent. It happens sometimes.
How are "Best Times to Call/Email" Calculated?
I am not seeing any real precise algorithm being used to calculate the "Best Time to Call/Best Time to Email" field (see Screenshot below). It seems to be all over the map. Can anyone explain how this is calculated? I'm needing to know this because the
Webhook to creator
Hello I am trying to send a webhook to creator from an ai scanning software. I was wondering how do I do this so it creates a record. I have not been able to find any resources for it, is this something that is possible? I would need a url to send the
Creating a process graphic from a CRM blueprint
We have developed some quite involved blueprints within the Zoho CRM and now need to communicate these to the business users as part of the rollout. Whilst the blueprint designer is a super tool for the designing it does not appear to offer a view only
Syncing notes across notebooks
So I have a use case that seems really straightforward but apparently isn't? I'd basically like for a note to exist in two places at once. In particular, I'd like to be able to create a note in Notebook A and then also have it in Notebook B, so that when I update it in A it is also updated in B. The rationale is that I record 'To Do' items for lots of different projects, along with logs of things that I do on those projects. I'd like to be able to have the To Do items for a project in the same
Notebook storage shrunk from 10 GB to 2 GB
Today I noticed my storage limit become 2 GB, however yesterday it was 10 GB. Notebook app also shows the limit is 10 GB. What happened?
[Webinar] What's New in Zoho Analytics: H1 2022
Hi there! 2022 has been an eventful year so far on the Zoho Analytics front, and we've brought in lots of exciting new features and updates to enhance your experience! With our well-rounded approach to development over the years, we've got you fully
sections populating as categories
Our help center is currently experiencing a bug. When you open a section then reload the page, the help center will display that section as a category on the left side navigation menu. When you try to interact with that "category" in the navigation menu,
"Sending Failed" when trying to reply to tickets
Hi, When I try to send replies to tickets I am getting "Sending Failed" message at the top of the screen, It happened first about 5 or 6 weeks ago, but multiple retries usually resulted in the reply being sent, but today I'm getting the message all the
Bank Feed Not Working at All
Our bank feed with PNC Bank was working last week, but has NOT worked at all this week. I have sent daily requests to Zoho Support. I have not received any updates on what changed or a target date to resolve. Fixing major issues like bank feeds needs
Customized cards not updating on mobile app
Hello, On the Deals page, I have chosen the "Customize Cards" option and unselected "Contact Name". The display is correct on the web version of Bigin, however the contact name still shows in the mobile app. I have logged out and back into the app and
Change Page Layouts for existing Records?
How can I change the page layout selection for existing records? Before this functionality was availability, my standard page layouts became a catch-all of many different fields to cover many different scenarios. Now with the ability to have a separate page layout for each scenario I can clean-up my forms. The problem I am running into, is that even if I create new page layouts I can't move existing records to the new layout. This means that I can never clean-up the standard page layout and will
SaaS / Stage / Issues / Horror
I have been trying to use the new SaaS platform, and it is fair to say, a lot of effort for zero business benefits - so far. I tried to raise these issues through online support, but it keeps responding there is an issue... they are right, quite a few. Rather than wait for online support to work, I have posted here... I need to take comfort from the community as my already grey hair.... The are: on pricing i cannot say it is an annual plan, only provide an annual discount on pricing the text box
New Creator Restrictions On Use - A VERY BACKWARD KILLING STEP?
The new Creator Creator Restrictions on use have the following clauses: "By using Zoho Creator, You agree that, Applications that you create using Zoho Creator may be sold or offered as business solutions only through Zoho Marketplace. You are not permitted to create applications for multiple organizations" (1) Why am I being limited to only selling through Marketplace, which in my humble opinion is an awful, unprofessional, none value adding environment for my customers. (2) does this mean I cannot
Zoho Books Reports: Committed Stock Details Report - Pretty Useless unless you can export and / or group by item
In Books / Inventory we have the Committed Stock Details report but it's pretty useless. Problems - Everything is grouped by Sales Order so one item would be spread across multiple orders. No way to see that unless you scroll through the list. - Can't
Getting a user list
Hi, I'm creating a custom function in Zoho Flow and trying to iterate through all CRM users, however I continually get a response of just the current user. Executing the following returns just a single record: users = zoho.crm.getRecords("users",1,200,{"type":"AllUsers"});
Can't sort on e-mail date? Newest not on top
A simple questions but can't figure it out in the new Layout of Zoho mail; I want the latest e-mails on top, and when i scroll down the older ones, where can we sort on this? Thanks in advance,
Sending a concentrated email of all the order details from the subform
טקסט מקור I am building an application that sends orders of goods to the email of several suppliers simultaneously. For instance- in a restaurant that has a supplier of drinks and a supplier of meat and a supplier of vegetables, the restaurant owner will
Error: "Please ensure that the shipping_address has less than 100 characters"
I want to populate the Shipping Address of an invoice with these values: address_map = Map(); address_map.put("attention", trim(address_list_value.get(0))); address_map.put("street", trim(address_list_value.get(1))); address_map.put("street2", trim(address_list_value.get(2)));
German dial-in number in selection
In the WebApp as well as in the MacApp the option of a German dial-in is missing. Why is this not available as you can read here?
Forcing adding of attachments
We want to be able to force the user to attach some files when transitioning the status of a task via a blueprint. My guess is that this kind of an enforcement could be better forced by adding an "Attachment" type of field onto the task layout. Defining the attachments as task layout fields would also enable us to get reports about them and to analyze them.
Widget SDK Search Record - Pagination
I am building a CRM widget where part of the functionality is to pull the Contact record from the input Phone number. We are aware of the SearchRecord js sdk api that can be used. https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.searchRecord However
Action Plans for Zoho CRM (alternate to Workflows)
Zoho CRM would be a 100% perfect platform for me if there was a plugin or built-in way to have 'action plans' to be able to select on-the-fly that don't require a blueprint or to be triggered by an event happening in a file. Example of what this is would
Lost data
Hello, i seem to have lost a lot of data from my invoices account. Could someone please help me with this?
Calendar Report - Day/Week View - "all-day"
Dear support, It would be nice if you gave us the option to remove the "all-day" section at the top of the "Day" and "Week" Calendar Report since this feature is inoperable if we're using Date-Time fields. It would be even nicer if you made it operable
Problem with values not showing in any template
When we export to PDF or Print Preview any quote, invoice or purchase order none of the following values appear: ${Invoices.Sub Total} ${Invoices.Tax} ${Invoices.Grand Total} This is even in default templates never modified by us as purchase orders.
Salary recorded in payroll but not paid actually
We have run the payroll and recorded payments for all employees. But we have actually not paid salary to couple of employees as we will pay them later. So how to show those pending salary in payable or outstanding in zoho books.
Zoho Books: Product Updates - July 2022
Hey Customers, The primary focus of Zoho Books has been to release new features and enhancements that'll help improve your accounting experience. This time around, in addition to releasing new features, we've also worked with Yodlee, our banking feeds
COQL request ignore "not like"
i used COQL for api requests $query= "select id, Name_for_1C from Invoices where ((Name_for_1C not like GoITeens) and (Date_of_receipt_of_payment > '2022-08-15'))"; $query= "select id, Name_for_1C from Invoices where ((Name_for_1C not like 'GoITeens')
Can't change the sender name.
I change the sender name on the "send mail as" option already and save it. it's like "ABC.Tech<support@tech.com>", but once I send an email to others, they receive the email is still "Support<support@tech.com>". So what happen it is?
[Blog] Powerful end-to-end Marketing Analytics with Zoho’s Modern BI & Analytics Platform
In today’s digital economy, a buyer goes through multiple touchpoints before making a final purchase. This indicates the presence of marketing across every possible channel that drives customers towards these touchpoints. Understanding marketing activities
Possibility to update SDK module metadata dynamically or store it in a cloud?
Hi! I'm using the Node.js SDK v2 in my web app. The web app runs in Google Cloud Run. The app fetches module data from Zoho CRM and lets the user edit the information. The problem is that when ever we update/add a field in Zoho CRM, the web app suddenly
Placeholders in Field Update Actions in Workflow Rules
When you are configuring a new workflow rule that uses field updates, can you use placeholders for the value of the field update? I'd like to have the Subject of the ticket updated with some static text and values from 3 fields.
Is it possible to have an updating Recent Note field for Notes in each modules?
I added some code through research but not sure if those codes are working anymore. I'm still learning to code too. I have attached a screenshot from where I'm referring to, to add the notes to my recent note field
Count of unique companies in Leads
We are trying to add the KPI to our Dashboard. We have multiple Leads with the same Company name and are trying to display the total number of Companies. I can not figure out how to pull this number in.
Adding Existing Candidates To Talent Pool
Is there a way to assign candidates that are already in the system to a talent pool? For example, if a candidate is not a fit for the role they applied for but we want to put them into a talent pool for future roles, how would we do this? Additionally,
Looking for Zoho Consultant
Hi there, can anyone recommend and independent Zoho Consultant with expertise in deluge and integrations? We are a small company and I come from a consulting background. We are seeking someone smart and capable who can do some prescribed tasks and also
Can't delete old alias.
Hello, Same problem as others have had. I had an old domain, and set up an email address with that old domain. I got a new domain, and deleted the old domain from zoho. But, the old email address remains as an alias. This is even worse because the old alias appears to be default (even though it is not primary). I don't know how many emails I've sent from the wrong alias by mistake. I can't find how to make my primary address also default. I can't delete the old alias. The error "The input passed
Como posso mudar o nome do remetente?
Olá, quando cadastrei o email, inseri meu nome pessoal. Queria saber aonde eu altero o nome do remetente pra inserir o nome da empresa/ Obrigado
How create ticket in Desk with JS?
Need to create ticket in desk.zoho from API with JavaScript Thanks
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