Changing Teams names?
Our organization has gone through some changes, which resulted in the change of our Teams names. I need to update our Zohodesk accordingly. Is it as simple as editing the Team name and changing it? What happens to all the previous tickets under the old
Salesforce Custom Objects sync with Zoho Desk (besides Accounts and Contacts)
Is there capability for Zoho Desk to Sync with Custom Salesforce Objects? From the documentation I saw it could only sync with Contact and Accounts
Can we force deal creation on Lead conversion?
I do not currently see a way to force deal creation when converting a lead. I would like to force users to create a deal any time a lead is converted. Is there a way to make it mandatory to create the deal? What I want is for the option to fill in
Delete Multi Line Text type field whenever it meet criteria using Custom Function
Given that Multi Line Text Type fields can't be deleted using the Field Update option within the workflows I wanted to create a custom function that will perform such an action whenever workflow conditions are met. The reason I want to do this is to be
Webhook for when Item is Inactive
Hi, In workflow, is there a way to know when an inventory Item is set to Inactive? How can I set up a workflow to fire off a webhook when someone sets an Inventory Item to Inactive? Thanks!
How can I clear out a value in a field or set it to null using Zoho Flow?
Hi I have a trigger that sends Zoho Leads to my Zoho Flow. I want to update a field in the Lead by REMOVING any value that it has in it. I want to set a particular value to null. I' using the action of "Update Module Entry" but have not been successful in removing the value. I know I can override it with another value, but that is clunky for me. Is there something I'm missing? If I leave it blank in zoho flow then it retains its current value. Please help.
Help! Templates have disappeared today
Help! A few hours ago today our email templates just disappeared. These were not deleted. We looked everywhere but could not find them. Could somebody please restore these for us, They have taken years of building up. Thanks
Problem Trying To Pre Fill Template Fields
I'm trying to create a doc from a template prefilling the text fields existing in the template, but the doc is sent with all fields empty. This is the template: Trying with PHP SDK returns array index not found error $template->setPrefillTextField('CustomerEmail',
Integration Google Sheet to Zoho Inventory
I want to keep updating my prices from google sheet and want to auto update in my zoho inventory. i tried via pabbly but doesnt work. any idea
Unable to Upload files to ZFS in Zoho CRM API
I wanted to fetch an image from an external website, and then upload it to Zoho File System so that I can attach it to an image upload field. Based from the documentation in https://www.zoho.com/crm/developer/docs/api/v3/upload-files-to-zfs.html, a sample
Using Custom Scripts to Create Calls with Reminder Pop-up and Email
Hello, I was able to create scheduled calls using a custom script. However, I am stuck trying to assign a 30-minute reminder to the call that was created using this script. I was trying to reference other Community Topics for reminder creation, but they
Send Reminders to email addressed based on custom field
We have a custom field in Customers that has an internal email address of who should be notified when an account is past due beyond 30 days. Is there a way to use the Reminder function in Books (or possibly in Zoho Flow) to have the reminder email be
Creating Countdown timer
Hello, I'm trying to create a count down timer using a specific time I have already figured. For instance i have a time of "01:30:00". I'm wanting to incorporate a button into my sheet that starts counting down 1 second at a time. Ive tried using a formula
Introducing new add-ons to Backstage in Zoho Marketing Plus
Hey everyone, We've introduced a few changes to the add-ons for Backstage in Zoho Marketing Plus. Previously, Zoho Marketing Plus users could purchase enterprise event add-ons. This provided access to all the enterprise features of Backstage. Instead,
Converting a lead to an existing account
How do I convert a lead into an existing customer account? I have leads for different people and products at an existing customer and I do not want multiple accounts created for the same customer. When converting a lead, there should be a drop down
Zoho Social Instagram and Facebook Stories
I consider manage Instagram/Facebook Stories at Zoho Social are a must have Considero que poder gestionar Instagram/Facebook Stories en Zoho Social es imprescindible
[Customer Talk] PREMO Group's Analyst Interview at Zoho Day 2022
Premo Group, a 50 year old Spanish Manufacturing Company, has been our long-standing customer with #ZohoAnalytics. They've been using our platform for their end-to-end, unified business analytics solution. Hear more from Claudio Cabeza, Director at PREMO
Error: MANDATORY_NOT_FOUND
Hi! I'm trying to create a record to Zoho CRM using the createRecords-method in Node.js SDK v2. When I send the request to create a new record I get the following error:
Tags - for Departments and Divisions
We created our Zoho Tags to be our Departments so that data will integrate as our Class ("Department") field in QuickBooks. Our monthly financial reports are by Department, using QuickBooks and Fathom Reporting. We would like to add Divisions and SubDivisions
Extension Pointers #11: Publishing an Extension
Extensions are software components that help developers add features that enhance the functionality of your Zoho product. Bundling an extension is essentially wrapping and delivering the components of an extension as a whole package. The process of building
The Queue doesn't take into account already scheduled posts.
So I have scheduled posts 5 weeks in advance 5 days a week at 8 pm...then I thought it would be easier to create a custom queue. So I created 5 days a week at 8 pm... If I then create a post and say 'add it to the next slot' it schedules it for that day
Code or function to add estimates from Books into a list in Deluge
I'm probably stating this wrong, but I have branches in my zoho books - my materials handling platform send me completed transactions by a webhook, and I need to find a way to match the customer and Facility/branch before I can put the transaction to
Issue when testing out SDK 3.0 in Node Js
Hi, I'm trying out the Node SDK (v3.0) and I implemented the test SDK script mentioned in the README here. I used file persistance and that part worked well. The initialization worked fine, where both the access and refresh tokens got fetched and saved
why is the assigned person/owner missing once you create a task from the ticket itself to be added on the project?
Why is the assigned person/owner missing once you create a task from the ticket itself to be added on the project? - When you go to project after creating the task, the initial person/owner assigned from the ticket disappears on the project.
Single sign-on (SSO)
Single sign-on (SSO) is a major aspect of identity and access management (IAM). It is an authentication process that helps users access multiple websites and applications using a single set of sign-in credentials (username and password). SSO is often
CRM : Standardisez et personnalisez les champs
Standardisez les termes utilisés Des données de mauvaises qualités au sein de votre CRM peuvent être la conséquence de multiples facteurs. Sans l'adoption d'une méthode standardisée, une base de données CRM peut devenir rapidement devenir désordonnée.
Email Outgoing Blocked
Hola, mi dominio es impperu.com Trato de enviar correos por mis correos creados y en todos me genera el error de Error 554. 5.1.8 Email Outgoing Blocked Favor de solucionarlo cuanto antes, ya que mi empresa no se puede mover sin los correos Gracias. Mirko
Lengthy Text to be given an automatic way to split and post into Twitter
I am not sure if I had raised this as a Bug or Feature Request to Zoho Social since there isn't a good Search Engine capability in the Zoho Forums I found recently a Google Chrome extension open source which gives an implementation also. I would like
Zoho CRM Users Removed
I have three users that are active in Zoho One however; they were removed from the Zoho CRM application. In two cases, there had been no login w/in 5 months and in the last, no login w/in 3 years. Are users automatically removed from certain applications
Time Off Requests
How can I allow myself and the whole company to see who is off very easily(Leave Calendar). Even as the boss, it is so hard for me to find who is going to be off each day. In my mind this is how it should work 1) The default view should be all employees,
What's New in Zoho Subscriptions - July 2022
Hello everyone, This month's updates bring some highly requested features to Zoho Subscriptions, such as customer-level consolidation and the ability to localize your product prices. Here's what's new: Customer-level Consolidation (Early Access) The
Add report button to card layout
I can add a report button in list view - is there anyway that I can also use it in the card layout ?
Static column with Date changing column
Hi there. I am not a data techy and am more DIY. I am struggling with what is probably a very easy thing to do in Analytics. I want to be able to take our Stock on Hand at the date I run a report and compare it with a sales period from the past. It's
Cスクリプトを利用してサブフォームの総計を商談総額にリアルタイムに反映
あらかじめサブフォームの総額を設定 サブフォームの総額は項目変更の処理ができないため、ページが変わったらの条件で指定 let total_amount = ZDK.Page.getField('field6'); let total_amount_value = total_amount.getValue(); log(total_amount_value); let amount2 = ZDK.Page.getField('Amount'); amount2.setValue(total_a
LINE連携の実証実験
今年度の当社の課題のLINEとの連携ですが この数日やっとLINEとの連携の実証が済みました １．ZOHO FlowでDelugeで開発 ２．ZapierでPythonで開発 ３．PowerAutomate（旧マイクロソフトflow）で開発 もちろんPythonでお好みの環境でも動作するできました お客様がLINEでお問い合わせなど多いような業種、職種の方は強力な武器になると思います SalesForce LINE連携はだいぶ事例が増えてきて今回は https://www.sunbridge.com/blog/column/poc_salesenablement/ この事例と同様な流れになっております お問い合わせが多いので捕捉します 下図のようにLINEへの一斉配信ではなく トーク分析して担当者にサジェスチョンしたりできます。 日本語には対応してないのですがLINEのトークがお客様がネガティブ反応しているなど 上司が把握して早い段階でクレーム処理するなど Zia連携すれば可能です。 その他活用方法は提案できるように今、進めています
South Africa: Payment Gateway and Accounting Integration
Hi there, has anyone successfully integrated Zoho Book or Zoho Subscription within a South African environment? Would love to use the Subscriotions option but with Sage One and with a South African friendly payment gate way, but no such luck.
Participants can now join to the invited meetings from within the Android version of the Zoho Meeting mobile app
Hello All, In the latest version (v2.3.3) of the Zoho Meeting mobile app, we have brought in support for the below enhancements: Invited meetings in upcoming list: If a participant is added while scheduling a meeting, invited meeting will be updated
The 'feedback' form requires a ZOID to be submitted. Is an API call really the only way to get it?
I'm trying to submit feedback. The feedback form requires a ZOID to be submitted. Is an API call really the only way to get it?
Deactivate User With Integrations - There's a problem in communicating with Zoho Analytics.
Hello, I am trying to deactivate an integrated user that is currently the owner of the Analytics app but am getting the error "There's a problem in communicating with Zoho Analytics." when clicking on "show details" in Books -> Settings -> Integrations.
Transfer Booking Date to Custom Field in CRM
Is there a way for the booking date information to be transferred to a custom field we have in our CRM? Preferably through custom functions. I need this info: Transferred here in the CRM Leads field:
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