can we add deluge code in condition
Hi, can we add here the dyanamic date, before 1 day Day of Interveiw start date in condition ,... ??
New to this, need help
I've created a few different flows and they are functioning, however, it's not doing specifically what I need it to do. Below are the flows I'm trying to create: 1. When I create a new deal within Zoho CRM, it creates a project within Basecamp 3 with
Using flow to send an email from Deal Owner
Hi, I am using zoho flow to send automated emails when i create an inspection, I Have got it to auto add emails but it always send with noreply@zohoflow as the reply email is there any way around this? Thanks in advance.
Tiny Tip Tuesday #51
Survey end pages are one of the more under-utilized types of pages that can yield better response rates for your business in the long run. In this article, we'll be going through some of the ways that Zoho Survey helps you keep the respondents of your
function as a filter criterion works in some reports and not in others
In several reports I use the same filter that is the value returned by a function.It worked fine until recently. Suddenly now in some reports it works and in others the criteria of the type: "thisapp.MyFunction ()" has been replaced by "<FUNCTION ()> " and does not let me change it.I have already contacted the technical service and they have been checking it for days but at the moment no solution. If anyone has any ideas, help is appreciated.
Spell check in other language then English in windows app
Does anybody know if it's possible to have spell check in other language than English in the windows app? I'd like to have my french notes spell checked and it doesn't smees to work. Thank you
Session Expired ZOHO notebook
`ZOHO notebook has been a Pain in butt , this is what I deal with everyday , The work around is just Unintall and reload and download the Entire server , its wearing thin
All of my notebooks are gone
I had a personal Zoho account use for my own business and school work using my own Gmail address. A friend sent me an invitation to create a login for a Zoho work account for her community group as I collaborate with her on the group and it would have been easier to use the group email address. When activating this new zoho group email address it asked me to login through my own account and I thought all was well until I tried to login for several weeks with the newly created community page email
Note section on email/sms templates.
It would be helpful to have a notes section added to email and SMS templates. This could be used to describe the template's purpose and usage to users.
How do I duplicate a Task List Template?
I am creating a series of task list templates that vary a litlle from one another. I cannot find how to duplicate a template so I can make a few changes. Instead, I am having to create a new one from scratch, which is rather time consuming.. Thank y
Bug in Zoho Social Despite having a compliant video for Twitter
I have a media which failed initially. Then used a service called Online-Convert here to get the same in Twitter compliant format. Even after that Zoho Social refuses to accept the video citing non-compliance. However the same went through without hassles
Can you see custom fields created in Quickbooks in Zoho Analytics?
I have custom fields I've created in the invoice in Quickbooks Online that I'd like to use in Zoho Analytics but I can't seem to sync these fields in the Quickbooks/Zoho Analytics integration. Is this not possible?
how to search quotes by date on API v2
Hi, am making a rest api for fetching the quotes based on some parameters it works something like this if(req.body.checked){ console.log(searchCriteria.length) if(searchCriteria.length) { searchCriteria += `and(Quote_Stage:equals:${req.body.checked})`
Zoho Meeting Issue With Changing Reoccurring Meetings
I have an issue if I make a reoccurring meeting in Zoho Meetings it shows up fine the first time. If I change all occurrences of the meeting it works fine (change time or delete). If I move or delete a single instance of the reoccurring meeting, zoho
Migration of notification service for CN DC users.
Hello All, In the latest version of the Zoho Mail Android app (v2.4.32.2), we have migrated the notification service from 'Baidu' to 'Pushy' for CN DC (China) users. Also, the CN users using the Zoho Mail app downloaded from Play Store will receive
The attendees/co-organizers can now view the shared PPT materials on webinars from within the Zoho Meeting mobile app
Hello, In the latest version, apart from viewing the PDF and video files, now the attendees/co-organizers can also view the shared PPT materials on webinars from both the Android (v2.2.2) and iOS (v1.4.8) versions of the Zoho Meeting mobile app. The
Bigin+Invoice app: How do I raise an invoice for a contact (B2C), instead of raising it for a company?
Hi, New to Bigin & Invoice apps. Bigin allows me to create B2B deals by connecting the companies and B2C deals by connecting the contacts (individuals), instead of companies. However, when raising an invoice on Zoho invoice app, the only option allowed
Marketer's Space: Template Editor - Dynamic Content
Dynamic content has become an inevitable part of email marketing. It's basically the process of displaying content to your leads that is relevant to them based upon them matching a particular criteria you have set previously. To put it in simpler terms, it is the right content for the right people at the right time. How to use the dynamic content While creating an email campaign, you go on to select a pre-designed or basic template to add content, and then click Advanced --> Dynamic to create
Using Zoho Inventory to keep track on my Demo Equipent
Hello Community, I have a small warehouse with some demo equipment that we led out to our sales reps. I need to put in place a system in which I can check the equipment out to them, hopefully by scanning a tag or something, then scanning it back once
How to hyperlink to a content in the middle of a page
Hi, I want to hyperlink a button in page 1 to direct the visitor to a page 2, specifically from the middle of the page that is relevant to the topic the visitor has chosen. Eg. In page 1 > List of topics only. I should connect the 3rd topic to the details
Zoho crm mobile convert quote
When we will be available to conver quote to sales order or invoice through mobile app of zoho crm? I don't want to here about roadmap. Be more specific when. It's a must to do.
Coupon für Kunde -> Kunde nicht sichtbar
Wenn man einen Coupon für einen Kunden speichert, danach den Coupon wieder bearbeitet, sieht man nicht mehr den Kunden!! Zumal ich angenommen hättet, dass man am Kunden den Coupon sehen könnte.
Extension Pointers - JS SDK Series #5: Working with connectors via widgets using ZOHO.CRM.CONNECTOR
Working with third-party applications enables seamless data synchronization through integration. A connector is one of the features available in Zoho CRM that's used to establish an integration. You can create connectors and add the necessary APIs required
Copy date from one module to another
Hello! I have been researching this for a bit and each scenario I find seems to be just enough different from what I'm looking for to confuse me. I'm looking for a simple function that I will need again in the future so I want to learn how to write it
A Way to Choose Which Emails I Want Logged
So I have the emails set up for all the employees that use the CRM, but my HR lady only needs to add a couple of emails for contacts, sometimes they email irrelevant things that we don't need to track on the CRM. Is there a way to do this? I don't even
CRM Campaign Segment Issue
Hello all, I am trying to build segments within CRM Campaign, but doesn't work properly. I successfully integrated Zoho CRM with Zoho Campaign. I build my list of contacts at Zoho Campaign and would like to build differed segments for my contacts lists.
Workflows for Tasks not triggered, when the Task is created using another Workflow
My client is using the workflows to automatically create Tasks for new Leads. Now that Zoho CRM supports workflows for activities and that it supports running workflows even when running Macros, why is it that the activities' workflows, which are to be executed when new Tasks are created, not getting triggered when new Tasks are created as part of other workflows? Usage scenario : We are using the Task workflows to synchronize the tasks with another application. In normal cases (when the tasks are
Record payment from zoho books iphone app
I am able to record payments from the desktop version of Zoho Books but not from the iphone mobile app. I remember a while back there was an option when selecting an invoice to "Charge Customer" but that option is no longer available. Am I missing something
helpp, i can not find the items on the Bills
I created bill and added some items. Some previous items is there and very easy to add, some items are new, so i need to create new one. - If i created new item directly from the Bill, the system required me to add purchase amount, which is not possible
Suggested way to integrate Contact Form 7 Wordpress plugin with Zoho CRM
Hello, what is the right way to integrate CF7 and Zoho CRM? I see there are several plugins, some developed by Zoho and some developed by other companies. Some examples: Made by Zoho: Zoho CRM Lead Magnet – WordPress plugin | WordPress.org Zoho Flow –
Deal report - won over 2 years ago but nothing won within the last 2 years
How would I generate the above report? I'm using the below and it's coming back with no results, which I know isn't right.
What s wrong on my function?
Please help me. What s wrong with my function? Thank you so much, Tha.
What's New in Zoho Inventory - June 2022
Hello everyone! This month, we've added updates that help you keep track of key business metrics—and you can now experience Zoho Inventory in a new language! Let's look at what's new this June in Zoho Inventory. Access Zoho Inventory in Hindi! (India edition)
Improving Checkout Page to Increase Conversion Rate like Shopify
Hi everyone, I would like to know how to show the guest checkout page immediately when the customer clicks the checkout button instead of two options: Login As Guest; Sign In / Sign Up? Why don't we show Sign In / Sign Up on Guest Checkout Page? Thank
Chase Credit Card Banking Feeds does not show all transactions
After updating the Chase credit card feeds, Zoho Books could not fetch all transactions. We have two cardholders, cards xxx1550 and xxx1535. Upon updating, it only shows xxx1535 transactions, it does not show cards ending xxx1550. Chase Credit Card and
Zoho Expense: Product Updates - July 2022
Hello customers, We've made it halfway through 2022 with various features rollouts and enhancements. With another half year under way, we're working on crafting new updates to provide a better expense reporting experience for you. Let's take a look
Download updated tickets with api
Hello, I am trying to obtain data of the tickets (including custom fields) and mantain updated the info in a external database (in other cloud). But with api I can't find a way to download the tickets that are updated or created from a specific date time.
Articles you don't want to miss!
Hello Everyone, I hope all of you are doing well! We are super excited to share our monthly blog updates with all of you! This time, we have interesting blogs and infographics on an array of HR topics including, performance review, employee experience,
Trigger for Autonumber script
I have a auto-number field that I want to populate only when a checkbox is selected. USE CASE: Customer files a complaint and want to return goods. All complaints are logged, but not all goods are authorized for a return. So I have a checkbox (called
Your Zoho Finance account does not have the required access.
I'm trying to create sales reports using Analytics, synced with our Book. However, the sync keeps failing. When I try to edit the connection I get the following error message "Your Zoho Finance account does not have the required access.".
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