Format for adding to a multi-select field via Zapier/API
I am using Zapier to act as an intermediary between a chatbot and Zoho Creator - to allow our clients to add records to the database via a communication. I have it working well, however when trying to pass a value to a multi-select field (it will only
Currency Exchange Rates
To enable me to calculate currency gains and losses, I wish to use today's exchange rate as published by organisations such as XE.com in my multi-currency accounting package. So, I would like to automatically update a table of currency exchange rates every day. I know Zoho provide a number of accounting/invoicing etc. solutions; does any of these provide automatically updated currency exchange rates and if so, can I access these data from Creator?
Yearly payment discount in template
Hi, In Zoho Subscriptions, I don't find a way to configure a yearly payment discount for the clients & make it appear in the pricing table template. Does this feature already exists? Best, Loïc
Row counts by workspace?
Does anyone know how to get a row count by workspace?
Zoho CRM Google ads phone call integration via Zapier?
I’ve been using the Zoho CRM integration and it works great for form fills. What about phone calls? Currently I am pushing the gclid into Zoho CRM via a CallRail and Zapier workflow. For some reason, Zoho and Zapier only lets me transfer the GclId
Schedule a Service (Booking) from Zoho Desk and integrate
Hi, Im using Zoho Desk in Kanban View (Status Mode) and i do like it for the most part, use it everyday, but what i really need, in Status Mode, is an option, where i can see if a client has scheduled a Service or not. 1. I want to know/see what the status
Books API - is there a way to remove an Item from an Item Group?
Hi, we created a few Item Groups (IG) for lists of items which we want to keep together. It turned up to be the wrong solution - the items need to be in different categories - and we ended up using a different approach, creating a custom field and getting
Tip #13: 3 important chart customizations to make them more readable
Charts are great tools for representing data. Visualizing can give you a new perspective, and help you unlock new insights from your data. Here are three customization options that can enhance your charts for maximum impact. Labels: Cover all the basics
Employee Referral
I saw an article from your website https://bit.ly/2GLuaT6 that there's an employee referral module. I don't see this module in my account so would this mean I have to create it or it's hidden somewhere and that I just need to enable it. I would like to know how this works since I want our current employees to refer candidates. With this module, can the employee's name be linked to the candidate they refer? That would be a great option so we can check how many referrals an employee sends.
UCEPROTECTL3
Your IP has some kind reputation problems! Please see https://mxtoolbox.com/Problem/Blacklist/UCEPROTECTL3/?page=prob_blacklist&ip=136.143.188.50 I get error message: This message was created automatically by mail delivery software. A message that you
Having a sales tax rate by item
In Zoho books I don't see an option to assign a sales tax rate at the item level automatically. When you invoice a customer with items at different sales tax rates, the only one that shows up is the default rate. Why can't the default rate be set at the
Blank page - Not able to edit
I have the same problem as another user: "I have an inventory template that I use to make service agreements with clients. When I try to edit this template, I get a blank page. Have tried refreshing, logging back in, etc., the problem persists. What is
How to Push files to you Zoho as attachments from contact form 7?
is there any custom code to fetch api and add contact form 7 upload file data to zoho cr attachments? I searched google but not found any things that solve this query
Retrieving Invoices via zoho.crm.getRecordById failing in a deluge function?
Hi, While updating a deluge function in CRM (that creates a corresponding invoice in Books), to use OAuth, it looks like I'm getting { "status": "failure" } at the very start of the function (even the old, working code no longer appears to work). The
Need to integrate php website pos with zoho
need help in integration
Lost "View > Actual Size" Option
Just started testing Zoho Assist today and somehow, I have lost the ability to select the "actual size" option while remote controlling a machine with a higher resolution monitor than my local one. My old eyes need to see the smaller type when doing support.
Billing capabilities of Zoho Desk and time tracking
Hi there, Can I set multiple different billing criteria that is also customer related? For example, I can charge customer X more as they are based in a developed country instead of customer Y that is located in a less privileged country. I would like
Zoho Desk x Cliq
Hi, I am trying to set up a workflow automation in which an alert with certain field information be sent if a specific field value criteria is met.. This is possible via email alert, but for some weird reason, it is not readily available for Cliq even
Easiest code to convert date format from Books to CRM
There's got to be a better way....? Books - 06 Sep 2022 CRM - 2022-08-27 day = estimated_ship_date.left(2); year = estimated_ship_date.right(4); month = estimated_ship_date.subText(3,6).lower(); info month; // 06 Sep 2022 // 2022-08-27 if(month == "sep")
How do I get the id of a created record to be dynamic in Recruit?
Hello there, I have a question, I am working with Deluge to get new records created in the candidates module, to be assigned to specific users (similar to round robin) so this function is attached to a workflow rule that gets triggered every time a new
Using Zoho Mail, add files to and from WorkDrive
Since moving to WorkDrive, I notice my Zoho Mail app can’t attach files from WorkDrive or download email files to WokrDrive from within Zoho Mail. Is this suppose to work like this?
Microsoft Power-Automate Custom Connector to Bigin
Has anyone managed to create a working Custom Connector for Microsoft Power-Automate/Platform ? I note that there is a Premium Connector available for Zoho-Sign so presumably it should be possible to create Custom Connectors for other Zoho products such
How to enable desktop sound notification alert?
How to enable desktop sound notification alert? If any email receives then there should be a sound alert,
Cannot create contact@domain.com. "The data you have entered already exists"
I'm trying to create a group for contact@domain.com but I'm getting the error "The data you have entered already exists". I have checked groups and users and none have that email address. I also sent an email to the address but it bounced. Please help?
Change record in other module than Contacts
I have a form that after filling in will be attached via pdf to a dossier in Zoho CRM. But I can only choice to edit records in the Contacts module but I need it for the Potentials module. How can I change that?
Remote roles
Add the ability to have "Hybrid" roles as an option, rather than Remote : Yes/No
Zoho Webinar Screen Share Video's Audio
Hello, I am trying to use the webinar app to share a pre-recorded video while I talk before and after the video. The issue I am running into is that I cannot get the video's audio to play, only my own microphone from my computer. Is there any way to share both my own microphone's audio as well as the video that is playing on the computer's screen share?
Zoho Assist Customer for iPhone
Hello...I understand there's Zoho Assist Customer for Android (use it and love it) however can you advise when the same app will be available for iOS?
where is zoho meeting api or webhooks?
there are depracted tutorials that were never updated and i could not find any thing about real api or webhooks that i can use to create new meetings and show the link or embed the meeting inside wordress automatically
We couldn't fetch contact information for this Instagram user - Why not?
I just signed up for Zoho Social and it imported Instagram DMs but the sender's profiles are not clickable and I don't receive any information about them. I get this message: We couldn't fetch contact information for this Instagram user. It's for every
setup department
How do you create departments in the CRM system? For example: service Sales Repairs leads But in my organization we need to establish very different departments because we are a non-profit association that deals with at-risk youth
Deals with Leads and Clients
Can anyone tell me if there is any way to also create Deals with Leads? From what I understand it can only be connected to one module. It sounds like most users connect it to clients and track Deals or potential sales with existing clients but what
Connecting a ticket to an account in CRM without changing the contact
I want to connect Desk tickets to accounts in CRM where the contact person on the ticket is not apart of that account in CRM. Right now the tickets with the same email address as in CRM are connected. Our customers sometimes hire agency's to implement
Refund
Hello, I would like to request for refund for 5 users' licenses, since it got auto-canceled on 13th June. Then again I purchased for 4 users on the 14th June. Can you please guide me through the process further? Or is there anything I can do from my side
Problem integrating Bigin and 365 Contacts
Hello all, i was hoping someone can help me (Bigin support has failed so far) I'm trying to synchronise Bigin contacts with 365 contacts. i've followed the instruction in the link below and add and activated the contacts as image below but when i had
Mail Delivery Failed
When I sent an email through Bigin today, I got the following message: This message was created automatically by mail delivery software.
A message that you sent could not be delivered to one or more of its
recipients. This is a permanent error. The
Snail Mail Credits
How can I buy snail mail credits in zoho books? thanks, aj
Problema de recepcion de mails
Tengo un problema que tiene ya 2 días, sucede que no me llegan los correos entrantes. Intente enviarme un correo con otra dirección de mi cuenta zoo, y la verdad es que marca el problema de igual manera. Les copio mas abajo el problema mencionado: This
email account is temporarily locked from sending emails
hi, my email account is temporarily locked from sending emails. i tried https://mail.zoho.eu/UnblockMe, but nothing works. is there anything i can do to unlock my account? best regards! Jo
FEATURE REQUEST
Three feature requests that would really allow this app to be above anything else. 1.) Read receipts, that is an essential feature for team communication. 2.) When using the walkie talkie voice message feature, it would be great to have an ability to speed the voice message you're listening to. Example voxer has this feature and when listening to a voice message you have option to play at 1x , 2x, 3x or 4x speed. 3.) Voxer has a feature that you can press and release the microphone to speak, you
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