Happy SysAdmin Day, 2022
The System Administrator Appreciation Day is celebrated on the last Friday of July every year. A day to celebrate and thank the under-appreciated system administrators for the service they provide and their hard work. All the technical issues and user-generated
Cannot "Sort by" Twitter posts in Zoho Social
Hi everyone, When I select the Twitter account and go to the Posts section in Zoho Social, I cannot "sort by" the posts as the button doesn't appear. This is happening accross 2 different brands and only with Twitter. Any way that can be fixed ?
Create Account head in zoho subscription
There is no option to create new account head in zoho subscription. I want to add new account , Please help me
Zoho Forms passing invalid url for image to Zoho Flow
I have a Form that is acting as a trigger for a Flow. In this Form two images are uploaded. The trigger works fine, but the url that is sent from the Form to the Flow redirects to a Zoho page that says "Sorry, Page not Found". This is problematic because
West Coast USA Zoho User Groups (ZUG) in-person meetups ??
WHen can you organize West Coast meetup's ?
Logical Operators in Zoho Analytics Query
if_case ( "Customer Address"."Item Wise Weight" > 100, ("Quantity Ordered" * "Weight") * 30) as "Zone Cost" Hello All, Requirement is to check the weight of the item and add a custom rate as a different column, but the above query is resulting in the
Introducing new add-ons for the Show app for Android
Zoho Show's Android app has introduced new add-ons to enhance your presentations. Now you can add a video, GIF, sticker, or emoji to your slideshow without leaving the app. Our Dailymotion, Giphy, and Twemoji add-ons help you quickly and seamlessly create
Adjusting zInventory for Non-Sales Items through Vertical zCRM
I am using zInventory with my Vertical CRM. I need to track inventory, not just for saleable goods but also the inventory of maintenance parts/tooling that will be used only in house. So not really a good or a service. So my questions is two-fold. 1.
How do I set the project status in Zoho People as Complete
If I view the project dashboard in Zoho People, I see that the project has a status of "In progress" even though all the jobs under this project are set as 'Complete". How do I set the project as also being complete. Thanking you Greg
Autofill fields during entry creation
Hey there, when I create a new sales order and associate a company with it Zoho automatically inserts some address data into the form – which is super nice. Is it possible to tell Zoho to put even more info into the fields while I am still on the entry
How to use Channel integration
I posted the question befire but I think this is different issue so I post this as a new question I'm following this guide https://www.zoho.com/desk/extensions/guide/ I want in use Channel integration feature with my API to create tickets. Is it correct
Ticket channel icon
Hi Zoho Desk Support, For the ticket channel icon, is there a way to customize them?
How to automatically update Account Name?
We are using an advanced web form for support requests. As part of that, we send 10,000 end users to our support page with a variable string in the URL that we then grab and parse into the webform which updates the fields: Logged in User ComputerID Dashboard
Any easy way to share fields between Leads and Contacts?
I'm trying to have some pick lists and other fields in the Leads be consistent with the fields in the Contacts. Is there any easy way to copy fields over, or do I have to manually recreate all the lists and fields? Thanks. pk
SMS failure
I'm new to Zoho, Twilio, and have no tech background. I continue to get this error when forms have been completed. "Permission to send an SMS has not been enabled for the region indicated by the 'To' number:" The form is set to generate an SMS to me
Showing Specific Associations When Creating a New Record
Hey Everyone ill try to keep this as simple as possible I have Module A (Contacts), B (Policy), C (Family Members) I'm in Module A, with Modules B, C showing as a related list/section. Module C has 3 family members/records associated within Module A.
Formula to calculate age
Can anyone help me create a formula that will calculate a persons age. I have the date of birth and the zoho.currentdate variable, but I am note sure where to go from there. Thanks, Dave
Custom Button - IfElse Function
We have a working custom function that can create PDFs from our module, in this instance we are using it to generate quotations from a lead module. Button clicked > PDF created and attached to record However, we operate in different countries and have
Unix Timestamp Calendly Appt Date
Hello, I need to create a function that will convert/return my date from Calendly in the following format: "2022-08-10T14:00:00.000000Z" to a UTC timestamp value in milliseconds. Can someone help? I tried the following: string UnixDate(string myTime,
Converting date to Unix UTC millisecond
Hello, I need to create a function that will convert/return my date from Calendly in the following format: "2022-08-10T14:00:00.000000Z" to a UTC timestamp value in milliseconds. Can someone help? I tried the following: string UnixDate(string myTime,
Convert PDF form into online form
Hi, I have a fillable PDF form I want to convert it into online form Can you please guide me how I convert it into online form Thanks
Convert Employee profile to user and Reverse
With zoho one plan, while creating user email id will sync from zoho mail , zoho people and zoho payroll, when department email id is generated and employee leave organization & Switching employee profile user to zoho one user it is not allowing since
Composite Items Inventory Tracking on Individual Items
Hi there I have a composite item made up of 3-4 items, listed in my inventory. I want to be able to track inventory of the items that make up the composite item. In particular, I want to be able to run a report in inventory detail and be able to see when I have a deficit of the items that make up the composite items. eg: I receive an order for 500 units of Composite Item A - these are item 1, item 2 and item 3 When I run my report I see that I only have 10 units of Composite A on hand, but further
Administrator having the ability to change user profile deta
Dear Zoho: I have been using BasecampHQ and they allow the Admin to do anything to the Users. Change: name, photo, address, etc. This is a useful feature, as most users are lazy and most admin have to do the work for them, or risk having incomplete user profiles. I highly recommed changing this to give the Admin more rights. Thanks, Andy Andy Jacobs
Partially received PO items to partial bill
What is the procedure in Zoho Books to receive a partial PO fulfillment (say I only get 3 of 5 items I ordered), and copy that to a bill. Also, when I do get the other 2 items I want to then close out the PO and create another bill. A similar question
Success Notification
I have a few workflows that include automatically creating records in other modules. The functions work in the background, but there is no confirmation to the user that anything happened. USE CASE: Client issues a CASE. If the client selects "Issue
Generate vCard QR Code using Zoho
Hello, is there a way to generate a vCard QR Code for a user in the organization and one containing company data? Thank you
Lead auto responder marketing sales funnel email process
Hello Zoho, I want to create a dynamic auto generated follow up email process. We are a construction trade providing the same quotations for supplying services to multiple Building Companies who all bid (tender) on the same opportunity to secure work
How do you handle if when a customer is bought by another Company? Do you rename the account to the new name? Or do you create a new account?
At times I've felt like renaming the account, its easier, but something tells me that I should create a new account and move any contacts from the old to the new one. old Sales Orders should remain with the old account and the new account should start
Is there a way to schedule more than 350 at once?
I laid out a ton of posts in multiple spreadsheets and quickly hit my head on the 350 limit. Is there a way to enlarge the queue size so I can schedule more now?
Need Smarter Way to Send Repeat (Yet Changing) Content in Emails
Hopefully, someone here has a solution or is dealing with the same thing - Zoho support doesn't seem to understand what I'm trying to accomplish. I'm trying to find an easy way to update a section of all CRM templates at once or use another Zoho tool
Contact Email address change
I had asked about this one before, but I wanted to update you on issues I am having. When a contact changes their email address I am loosing all the historical emails since it follows the new email address. Is there a way to lock in old emails to the contact so they do not disappear. Recently several of my contacts changed their email address and I no longer have their complete history - only the emails to the current address. Is there any work around since this causes us to miss important email
How to automatically receive the Alphabetically sorted data for lead owner and lead status?
I wanted to know how to automatically receive the alphabetically sorted data through CRM so that I can save my time from this exercise. The left image is unsorted and the right image is sorted one.
Problem with menu in responsive mode
Hi there, How can i fix this in the main menu? The idea is to see it full screen or at least in a correct way. I haven't made any changes, I just chose a template with that header.
What if buyer and consignee are different?
Hi, I would like to know how to create invoices by seller if buyer(payer) is different from consignee(third party from another country) Create bill of lading etc
Building a custom site
do we have an option in Zoho to build custom sites like adding custom functionalities? want to make a site like https://kaio-dia.eu/ Is it doable? Please assist.
Tips and tricks #60 : Drag and drop files into the Show app for iOS
Hello everyone! Welcome to another tips and tricks article. Today, we'll discuss the drag and drop feature in the Show app for iOS. Drag and drop is a functionality that helps you transfer data from one application to another. It simplifies file transferring
Webhooks or Notifications Api
I'm trying to figure out whether Webhooks or the Notifications Api is the best way to keep data insync with Zoho. I'm working on an app that wants to give others the ability to integrate and access their own zoho crm deals in their own instance of our
BOLG
請問，為什麼博文的所有文字都消失了，我又不能發新帖了？
Unable to verify DKIM
No matter what I do I can not get DKIM verified or SPF status. its making my email go to spam. Please assist me in this issue. Thank you
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