Zoho Creator
Hello, I have app in zoho creator, and have invited my employers .. but when my employers open invitation link .. it redirects to blank page! Screenshot is attached.
Adding values to a multi-select field with deluge
Because subforms will only create new rows, I'm using deluge to recall information from a form into the subrows to mimic the behaviour of updating a row rather than creating it. I have a multi select field called "locations" that is a list of locations
Remove My Credit Card
Hello Zoho, How to remove my bank card from my account ? please brief, its my 1st experience with you.
Please remove the system check that validates the payment gateway from Deluge
Hello, I now have two custom functions that are unable to function across certain ranges of my Invoice history because Books won't permit updating a past invoice in either of the two following conditions: A). The invoice was charged through a Payment
API Greater Than (Zoho Creator)
If I make this request, it works, returning all records for 12-Jul-2022 https://creator.zoho.com/api/v2/xxxxx/certification/report/Rapport_d_taill?Date_field=12-Jul-2022 But I then add a > https://creator.zoho.com/api/v2/waterprotec/certification/report/Rapport_d_taill?Date_field>=12-Jul-2022
Frequently used hashtags
It would be useful to see a list of and easily click to add hashtags to a post that we have used historically. It would help speed up the posting process and help us consistently post to the same tags. Maybe as a list that gets filtered as you type
Unable to configure to MAIL App on my IPhone
Hi Zoho Team, I have problem configuring my Zohomail to MAIL App on my IPhone. Upon keying the configuration of IMAP, the pop up msg show it is currently unavailable. Appreciate your assistance and advice on this matter. Thanks!
Extension pointers for integrating Zoho CRM with Zoho products #9: Track and share Zoho WorkDrive files from within Zoho CRM
Viewing and tracking WorkDrive files from within Zoho CRM ensures you have greater visibility and accessibility. In our previous post, we set up a Team Folder and contact-specific folders within it to upload files for each contact. In continuation
KB -Broken Images
Hi Support Team, Requesting your assistance regarding on the issue that I recently encounter. When I try to compose an article I'd notice that the images I uploaded is broken. I tried using the URL - as you can see the wings. -it's working.
Multi-Factor Authentication (MFA)
Multi-factor authentication (MFA) is an authentication method that requires two or more methods of verification. It creates a layer of security to make it more difficult for an unauthorized entity to gain access. After entering a username and password,
How to update Who_id or Parent_Id on a Note, Activities, Etc.
Looking in the API I can't find a good example of updating the Who_id or Paernt_Id on a Note, Task, Event, etc. to re-assign it to another contact. I'm doing this: PUT https://www.zohoapis.com/crm/v2/Tasks/1234567890 { "Who_id": "IdOfContactHere" } This
Dynamic content - test for empty values in fields
Hi! I'd like to do something like the following: - Dynamic condition: If FName is empty -> Use the text "Invitation" - Dynamic condition: If FName is not empty -> Dear $[FNAME]$ I tried the following with the dynamic condition: leave the field empty,
Undesired ticket merge
A partner company uses Zoho as well as we do. Whenever I create an issue in their system and I get an answer from them, my Zoho automatically merges their ticket recently created with a ticket of my own system matching by ticket number. As result my own
Can't translate some strings in email - mixed language and date in english
Hello I can't find where to translate some strings in email example : Quelque chose ne va pas? Vous pouvez toujours reschedule ou cancel votre rendez-vous. reschedule/ cancel link label another example : Add to Google Calendar etc another example :
Using photos gathered in Zoho forms for Lead Image in Zoho CRM
We collect photos of our leads in our application. Our application is hosted in zoho forms. I can see how to include that image we collect in "attachments" in zoho CRM, but I can't see how to integrate that photo automatically in the lead photo field
[Webinar] Project analytics: 360° insights for successful project delivery
Hi there! Project management is a key enabler for efficiently managing the volume and velocity of business efforts and delivering ambitious growth rates. By adding a layer of 360° analytical insights, project managers are better empowered to successfully
I am sending Owner_Name in request but I get an "Invalid column name" error. (Using COQL)
I have executed the following query (using COQL); Select * From Accounts; In this case I got NULL values for the AccountOwner_Name column. This is a Lookup datatype column. I modified the request to send "Owner_Name" since I thought this might be API's
Search cases by case number
I think, it's a good idea, to add this kind of feature. When I give to a customer a case number and escalating it to another person, then later a customer can ask about case status by it's number.
Can't access our zoho desk portal
Dear Sir, Today, I can't access our zoho desk portal https://service.c4ecomputer.com/support/c4eho/ShowHomePage.do I accidentally deleted CName Record in Domain DNS record. So, now I need for mapping portal address to CName Record. Please support me our
Make Connect Forums available to Connect GUESTS
I feel it would be a valuable use case to be able to include guests in forums.
Is that possible to trigger the mail merge template for E-sign using Custom Function as per the order wise ?
Dear Team, Please refer to the below query. - While sending the mail merge template for E-Sign. I need to send it as per the order wise for multiple signature. For Example, 1. CEO - First Signature [Signer] 2. Customer - Second Signature [Signer] 3.
Unicode / UTF-8 Support in Zoho CRM
Hi at Zoho, I see that I can enter non-Latin characters in Zoho CRM, and they are obviously stored and displayed correctly after having been entered. But when I want to export records with non-Western characters from Zoho CRM, they turn out as gibberish in Excel or my text editor. So, here come my questions: 1. Is Unicode data stored correctly in CRM? 2. Is there a way to import/export Unicode data with non-Latin characters into/out of Zoho CRM? 3. Are you working on full Unicode export support for
Can I Pass customer_id to hosted payments page to avoid duplicate customers?
I have APIs set up so when a person/business creates an account on my website a new customer is created in Zoho Subscrions and I get the Zoho Subscription customer_id from the response which gets added to a custom field on my website. When a customer
Users can now delete their Zoho Account from within the Zoho Desk iOS mobile app
Hello, In the latest version of the Desk iOS mobile app (v 2.6.10), users can now delete their Zoho Account as per Apple's guidelines from within the mobile app. To close the account, please follow the steps mentioned below: Go on to Zoho Desk's app settings
Blueprint Problem "No Outgoing Transition" error is ignoring common transition settings
Hi there, I have a blueprint I'm trying to publish but I'm receiving the error: "Warning - You have one or more status with no outgoing transition to the closed status." But, this is not the case. I have defined "common transitions" that lead these seemingly
How to manage a Customer already suscribed ?
I try to do the following DESING A FREE TO TRY PLAN, This is what I did 1. Create a FREEPLAN with PRICE 0 and 1 month duration 2. Suscribe A New Client with this FREEPLAN it works Ok When I use the product URL to suscribe the client to a NON FREE PLAN,
Removing terminated user from projects/jobs
Hi, is there a faster way to remove terminated employee from project/jobs in Zoho People? I am able to map projects and assign a new user to jobs easily but I need to open individual projects and each job to delete a terminated user. Is there a way to
400 Bad Request - Insert Record
Hi, I have been trying to create a lead through API. Lead passes through successfully if I do not pass description in a payload. Or it passes if I remove \n from the description value. I looked at the API documentation and Description field accepts new line (\n). What am I doing wrong here? Here is the request data: (This didnt go through) "{\n\"data\": [\n{\n\"Company\": \"xxxxcompany\",\n\"First_Name\": \"Ashhad\",\n\"Last_Name\": \"Billi\",\n\"Email\": \"\",\n \"Phone\": \"(647) 871-9067\",\n
Doubt about registered customers
Hi, We are looking at Zoho Commerce, we need the products to only show when the customer is logged in and we need the customers to not be able to see all the products, only the products associated with them. Thanks
Related list iPad
Hello, We are creating reports on Accounts on the Zoho Creator App. We linked that into a related list so on the CRM on computer it's visible to see those reports created on an account. Now when I am going on mobile device (iPad or iPhone) on the Zoho
Reconcile items not done correctly
I had some one reconcile my bank account within zoho books, and I noticed I have an invoice outstanding that was paid in May 2022, what is the best way of removing the transaction the bookkeeper added so I can appropriately put it against the customer
Introducing Zoho Campaigns' exclusive edition for marketing agencies
Handling omnichannel marketing activities for multiple clients is no joke and we understand that. Keeping the challenges of digital marketing agencies in mind, we are now launching an exclusive edition for digital marketers, allowing them to handle email
Sales Order Form not accepting valid 4 digit HSN code
As seen from screenshot below: https://prnt.sc/SXMDgn3cpNxN It is asking me for a minimum 6 digit hsn/sac code. In my items settings, I have preferred a 4 digit code as seen in following screenshot: https://prnt.sc/247hX0Y4gkxc This problem is pertaining
Unique email link
Hi, We just migrated to Zoho CRM from Lotus Notes, and one thing that we're really missing is the ability to share a link directly. This means that I can share a link to a colleague which would take them directly to the mail in question. I found no ways
Unusual activity detected. Your account is locked from sending emails. Learn more.
Hello, I got an error message when trying to send an email today using my Zoho mail account. Your account contact@example.com has been blocked due to security reasons. Block Type: Mail Outgoing blocked. Reason : Click here to read about our usage Policy.
Task Dependency - Predecessor and Successor Task Columns in the List View
Task Dependency establishes connection between multiple tasks. It specifies the sequence in which tasks must be completed before other tasks can commence. While the Gantt chart in Zoho Projects provides visual representation of task dependencies, users
Lob: Spracheinstellung in Commerce - für alle Zoho-Apps geeignet
Im Forum gibt es nur "Diskussionen, Fragen, Ideen und Probleme", deshalb möchte ich mein "Lob" als Diskussion an das Commerce-Team einstellen. Wie mit der Spracheinstellung in Commerce "umgegangen" bzw. wie es für Kunden abgebildet wurde, sollte explizit
Highlight and Copy from Reports/Dashboards
The most recent round of updates has removed the ability to highlight and copy data from reports and dashboards. You can export or view underlying data and copy from there, but that is not very efficient when I just want to copy some basic info to an
How to edit a ticket subject?
Hi, I'd like to know how to edit the subject line of a ticket? For example, if I am talking with a potential customer, and they then go on to place an order, I want to be able to update the subject of the current ticket, so that I can quickly find it in my list of open tickets. I don't need to remove or edit the ticket number - just the other text. I think there must be a very simple way to do this, but as a newbie I can't see how. I've tried Zendesk in the past and all you did was simply click
Zoho Sprints: showing tags on a Work Item card
Hi All, Is it somehow possible to show tags the same way the Epic tag is shown on a Work Item card? To see tags assigned to an item, you need to click on the "Add Tags" button on the work item, which makes it not transparent, in my opinion. Best Regards,
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