Community Digest - julio de 2022
Community Digest de julio de 2022 ¡Hola a todos! Bienvenido sea agosto y bienvenidas sean las vacaciones de verano. Aunque, no importa la época del año, nuestra comunidad sigue activa gracias a vosotros y a vuestras consultas. Veamos qué ha sucedido en
No column headers in mail
Hi In all my folders I have no column headers and so cannot sort them by heading e.g. "Sender", "Size" etc. I only have options to: Select, Filter, Date sort ( oldest or newest on top ), Mark folder read and Change view None of the views in this link
Email Add-to Project
It would be really handy to add emails as a Project task. Many emails I get translate to project tasks that need to be billed, and as it is, I have to recreate them as project tasks.
SalesIQ integration with FB Messenger issue
SalesIQ is not getting the information from the users of the chats from Messenger Facebook, for example the name of the user. I have to come back to FB Messenger to get the name of the person how's writing us. Is there a confirguration problem from our
Salesinbox Token has been expired or revoked
I cannot figure out how to fix Salesinbox? I open it and it says Token has been expired or revoked. This causes my emails to not sync to zoho. How can I resolve this?
Filing Indian taxes
Hello, I have a small consulting business and I use Zoho Books for managing it. I do not charge GST because I don't earn enough to meet that threshold. Is there a way to use Zoho Books to figure out my annual taxes in a way that doesn't center around
TCS Setup
TCS ruling is to collect TCS if your turnover has exceeded Rs.10 crore in the last financial year AND the invoice value of sale to a customer exceeds ₹50 lakhs in the current financial year We are a new company and had RS 0 Sales last year. So how do
multiple prefix for invoicing( cash bill and bank receipt bill)
sir, we have started the zoho books billing recently with test in standard plan.but unfortunately we are facing a problem in invoicing i.e two prefix bills . one for cash bills and other from the bank receipt (credit billing ). Is this option is
Zoho Desk "Send email reply" function attachment IDs not working
In Zoho Flow I am using the "Send email reply" function to reply to customers with an attached invoice. I use the connection with Desk to update the ticket with the attachment and get the id as a response. I then put this id as I have got it from Desk
Different Deals - How to know which deal is associated with?
Hi Everyone, We had this client that has 3 different deals with us. The deal under a specific product that was availed by the company is already for renewal, and an email notification is sent reminding the renewal. If the client responded, is there a
Where to get Fiscal Year Start in the Books API or other API
I would like to read the fiscal year start month from the Books API endpoint, but I cannot find it. Where can I find read the fiscal year information from the API endpoint.
HostedPages API & Customer E-Mail address
Hi, we are using the HostedPages API to create subscription booking pages. The problem we have is that we cannot prefill the hosted page with data. This seems to be possible using the "Hosted Payment Page" of the product/plan. I tried to create a new
would be nice if zoho creator had a spell checker option for text fields
would be nice if zoho creator had a spell checker option for text fields
Unable to process your request / external link
Hi, We have extensive notifications one of which informs the opportunity owner of any changes made. Thus includes a direct link to the opportunity. This used to work fine but today a report arrived; we tested and confirmed that indeed links no longer
Unable to COPY / Duplicate Application
Dear All, I am desparately in need of help. I had worked day and night on a CREATOR application recently and now wondering to COPY the application to another user ID and give it off to a friend. The application works absolutely fine in my account and I have currently made it public so that I could copy the same application from my friend's account. When I login in his account and do a search for applications, I am able to pull up my application but then the system doesn't copy the application to
API Name: No "Call Type" under Events
In the docs (https://www.zoho.com/crm/developer/docs/api/v2/insert-records.html) there is a list of "System-defined mandatory fields for each module". Under Events it states: "Event_Title"- Single Line "Call_Type" - Picklist "Start_DateTime" - Date/Time
add a "select all" checkbox
A "select all" checkbox would be nice to have during de-duplication. Currently I have to select each of the duplicates one by one at Step 3: Matching Records.
CRM - Telephone Integration for NZ SIP Providers
We use CRM We wish to integrate telephone system. We use 2Talk (SIP) based provider solution Can this be integrated or do we need web based phone solution Any suggestions for good providers, with NZ numbers which integrate?
Add User Role as content into hided field
Hi all, I like to store the accessing User Role in a hided field to activate and deactive visibility of other filelds before openeing the form. Is ther some deluge system variable to fill fields with the user role (or user datas in general)? Thanks,
CORREO BLOQUEADO adm@shipsterrinternational.com
Buenas tardes por favor me podria ayudar a desbloquear mi cuenta ya que ayer envie correos lo cual me bloqueon y hoy me desbloqueo y solo mande un correo y nuevamente me volvi a bloquear ,necesito de su ayuda ,gracias
Related record counter
I have table 1 "sources" and table 2 "applications". Each record in table 2 has a mandatory lookup field to table 1. I want a counter that says: record 1.A from table 1 appears in x records in table 2, in the lookup field. I'd like this counter in different
Reports/Analytics: Possible to filter by a summed field?
Here's the use case: We want to see all accounts who have placed orders within a given time frame, filtering to those accounts whose total orders are above a certain threshold. In our case we basically only sell one product, so we're looking to filter
Inactivate Contacts
Is there a way to "inactivate" a contact? I don't necessarily want to remove them (as may need them later), but want to not see them for now in my lists. If there is a way, do any of the views, filter out inactive contacts?
Couldn't build the extension for Zoho Desk which pushes new replies from the client to inside the ticket/thread.
Hello, I’ve been trying to build this function/extension based in this link https://www.zoho.com/desk/extensions/guide/#channel-integration-push-data-to-desk I need to add news threads/replys from the client to my ticket using this extension, but I’m
Formatted CV even for Corporate HR
We are aware the "Formatted CV" functionaly is available into Zoho Recruit for "Staffing Agencies" only. Is there and chance we - on a Zoho Recruit for "Corporate HR" instead - could use such "Formatted CV" functionality? An answer from Zoho wuld be appreciated.
Is this Itegration HIPAA Complaince??
Hi, The nature of my business is that HIPAA is Mandatory so with Whatsapp integration we can guarantee that we are still HIPAA?
Formatting Resume Profiles
We have clients who have given us requirements for resume formats. Currently the format resume button does not have much flexibility in terms of formatting. So 2 questions; If I have a client that has formatting that differs from the auto format template is there any planned upgrade to offer more formatting flexibilty? Second, is it possible to offer multiple format option? like if I have 2 clients with different format requirements?
Copy Form does gives an Error
Dear all, I try to copy a form and I do only get an Error message like shown below. Is this a known error or is this my misuse? In case I deactivate the hook to store the Data in Creator the form is created without error.
Retrieving Zoho Inventory records by Category
We are attempting to get records from Zoho Inventory based on the category but are having some difficulties. Can someone please offer any insight on the following? We began by attempting to add a query for the category_name field: query = Map(); ... query.put("category_name","Accessories");
French RTT Holidays
Has anyone configured RTT days in Zoho people? Can you tell me how you did it? Thanks
Export ZoHo audit trail to Excel
I'm a Sage 50cloud user and make a lot of use of the Sage function to export the entire audit trail (all transactions) to Excel which enables me to filter eg by VAT period. How do I export the entire ZoHo Books audit trail to Excel to enable me to filter
old.getFieldValue(EachField) doesn't work?
Hi Zoho, Each time I reload my script On Validate page, old.getFieldValue(EachField) is changed to getFieldValue(EachField) (showing the current data instead of the data prior to change). Why is this happening? I need to compare the data in each field before and after the edit: FieldsList=getFieldNames(); ChangedFiles=List(); for each EachField in FieldsList { if(getFieldValue(EachField) != old.getFieldValue(EachField)) { ChangedFiles.add(EachField); } } Thanks Ravid
Does Pagesense Popup have A/B Testing?
I cannot find A/B testing for Pagesense Pop up. Does it have this feature or not?
Outgoing email blocked, why?
Why can I suddenly not send email? The only reason I can think of is that I have been participating in a family email list with multiple people participating, but it is definitely NOT spam or bulk commercial email. Allen
Zoho Projects Integration - Project Completion %
Hi everyone I've connected our Zoho Projects to Zoho Analytics to pull specific types of reporting. One area I am battling with is finding the field data that shows completion % of specific projects. In Zoho Projects I can see the complete % per project
INVALID_OAUTHSCOPE
step 1 : Fetching access_token by URL https://accounts.zoho.com/oauth/v2/token with payload includes scope = "Aaaserver.profile.READ" and getting access_token successfully { "access_token": "xxxx.xxxxxxxxxd57cxxx9xxxd1xxxexxxxxx.8242xxx4357xxxc6bxxx85xxxb6xxxxx", "expires_in_sec": 3600, "api_domain": "https://www.zohoapis.com", "token_type": "Bearer", "expires_in": 3600000 } step 2: But while trying to read User Info with same access_token receiving error as below url : https://accounts.zoho.com/oauth/user/info
Where do I change the "name" for an Organization Email address?
Formula field for the Leads module that sums all related open and closed calls associated with the record
Hello, I wish to make a formula field inside the Leads module that counts/sums all the Open Calls and Closed Calls that are associated with the record. I plan to use this field to setup an automation where if a lead has a count of zero open and closed
How can I add my live application to Environments without wiping out all production data?
So I have been developing a custom application for a small business for about six months now. We have done a soft launch as we continue to test and improve the application. I am realizing more and more how much I need a development/testing environment
Can Backstage do Pre-Recorded Webinars?
Can Backstage do Pre-Recorded Webinars? We want to run a series of marketing webinars that Feel Live (ex: incoming pre-recorded questions, the appearance of a larger community that's also attending the webinar) If not Backstage, is there a better app
Next Page