Custom Currency Field
How can i add a custom currency field to existing Total Cost Field ??
Unpublished posts
Why do some posts appear as "unpublished"? How to explain this and avoid this problem in the future? We are unable to manage our IG page for one of our brand (posts remain unpublished) and I cannot understand why. Thank you for the feedback
Second line automatic indent - how to stop this?
Hi, I'm back using Zoho Writer (insted of Google Docs, which I hate). When I type a paragraph, the first line is fully left which is what I want, but the second line always indents a bit. I have tried setting 'first line indent' to 0, but it keeps resetting
Task Comment Attachments in Workdrive?
We're actively using Comments on Tasks and often attach screenshots, docs etc as part of the comments. When you view the comment it shows the attachment as being in WorkDrive, but where are these stored? We can't seem to find the folder within the Project
Adding Images in Print Templates
I have an IMAGE UPLOAD field in my QUOTE. (Not a product image). On editing the QUOTE TEMPLATE, I can't see the FIELD there (in my case, ${Quotes.Image}) Is it possible to add an image?
Get selected Lead for a custom function
We are trying to create a custom function that will send messaged to selected Leads. Using zoho.crm.getRecords("Leads") , we were able to fetch all records but not sure on how can we get only records that are selected on the Leads list page?
Specific tab titles in the editor
As it currently stands, each tab title in the editor is "Zoho Creator", which makes it impossible to tell which tab is which. Instead, it would be handy to have the tab titles in the editor reflect where one is in the editor. E.g. FormA FormB ReportA
MX records has been set, but still it can't be verified
Hi, I have set MX records provided by zoho in my DNS server (CloudFlare) and it can be tested: https://zohomail.tools/#runChecks/rahavard.info But when I want to verify that using Domains (Admin Console), I get:
Opportunity to contract conversion (= 2 deal modules with different names)
Dear all, We just started using Zoho CRM and we have decided that the "Lead" module does not fit our type of business, as a lead is converted generally to 1 person (Contact) and 1 company (Account). As we sell products to large conglomerates, we would like to store many contacts with 1 opportunity and sometimes various opportunities for 1 contact, and it got too complicated to use Leads. So, we came up with the following: Account = Company - we register any company that we come across directly as
Opensrs auth failed!
when I open url: https://rr-n1-tor.opensrs.net/manage and input my domain, username, password, system says that" Error: Invalid username/password combination for xxxxx." I am sure I type the right password, please help me ,thanks!
Outlook 2019
Hi guys. I have an Outlook 2019 and it was working fine. But since last week it doenst work anymore. I deleted my account from it and I´m trying to add as a new account but it shows the message saying that the e-mail address or pass is wrong, but I´m
Zoho Stop sending authentification from SMTP
Hi guys, I've been using Zoho as SMTP to send emails from my form on my website to my email but suddenly, it stopped working. I've been using Wordpress and WP Mail SMTP as plugin. I already changed the plugin to test it and still not working.
Can i hide certain categories from the users but not the Agents?
Hi ZohoDesk, I am currently adding some Categories>Sub Categories to our Ticket Layout so that Agents can categorise on a finer technical level. For example I'd like the customers to see a list of options that make sense to a front end user. Lets say
Cascading Dropdowns w/ Add New, etc., etc.
I have 3 record types: Company Branch Contact Where Contacts belong to Branches which belong to Companies. Question 1: On the form for Contact, I want to be able to choose which Company and Branch the Contact is being created for. I got this working by
Basic Budget Application
I am trying to determine if Creator will work for a basic budgeting application that I am wanting to put together. I would like to have a form that I can use simular to a check registry, a form where I can create a monthly budget with categories, and some views that show actual versus budgeted totals. I can not figure out two things: 1. How to have a running balance for the form that I want to use like a check registry. For example: Date Payee Amount Balance Category 11/21/06 Wal-Mart 25.00 100.00
how to create customer portal in zoho desk ?
how to create customer portal in zoho desk ?
Conduct hybrid events with Zoho Backstage
Hello everyone, The current approach for hosting events is to go hybrid, combining the physical and virtual, since online events are here to stay and physical events will never go out of style. Hosting a hybrid event is a good option when you want to
problem solving
hi I recorded the configuration information related to the email in Laravel as follows MAIL_DRIVER=smtp MAIL_HOST=smtp.zeptomail.eu MAIL_PORT=587 MAIL_USERNAME=jj1781427@bounce.octolink.live MAIL_PASSWORD=yA6KbHsJv1iklzlZEhQ0hseO8Iti+vxr2n6x4CnjK8wvK9Pg3qE51hdtK4S+dDDY2ICH5/lVYokQdIq9ttlZdpc2M9MCLZTGTuv4P2uV48xh8ciEYNYmgpqtBLMTFqZBcBkmDy81Qb0=
Using Client Scripts to auto-fetch info from a look-up field that links it to a related module.
So we have a "Clients" module, storing details on clients, and a "Client Meetings" module, which stores the history of each meeting with a client. One Client can have many Client Meetings. On the client's page, we store many details like the discount
Change field from other field only if there been an history change - retroactive
Hello, What I'm trying to do is give a value to a field call "Verified Lost Amount" from another existing field call "Total Loss Amount" but only if there has been an history change to "Total loss amount" field in the past and I want to do it retroactive
Tip of the Week - Customize KPI Widget with Label Parameter
A KPI widget is not just for calculating a single metric. You can add more details to a KPI widget like 'Top salesperson', 'Region with the lowest sales', 'Percentage achieved against target' etc., using the label parameter. When you type $ in the KPI value field in the Settings tab, the supported label parameters will be listed. The following are the available parameters to customize the KPI widget. ${Metric-Column-Name}.VALUE ${Metric-Column-Name}.LABEL ${OPERATION} ${Grouping-Column-Name}.LABEL
Job Roster in the Shifts module
Hello, Starting today, Zoho Workerly will feature a Job roster along with a roster view for Temps. You'll be able to view the Jobs roster using the Job icon on the top right. The different jobs can be seen with green or red colour indicating the job status.
When does a person gets cookied
Hi, we are currently shifting from marketo towards Zoho crm, and we will upload 50.000 contacts in our database. Which actions can one do so that he/she gets cookied, and will be connected to the stored email address in zoho CRM? Form Fills? Click a link
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こんにちは、ゾーホージャパン株式会社 コミュニティチームの今成です。 6月17日（金）16:00より、Zoho Japan CommunityのMeetup（ユーザー交流会）を開催いたします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼詳細はこちら： https://www.zohomeetups.com/ZohoJapanCommunityMeetup2022vol2 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 毎回大好評のユーザー活用事例のセッションは、2021年よりZoho
Migrate from Google Workspace
I have set up the Google Workspace Migration, but when I enter the Details in the Migration Fields in Zoho, I do get an Error "Es ist ein interner Fehler aufgetreten", which means an internal error happend. If I change any Details, I get the Error that
Product IDs for Multiple Products Returns Same Product_ID When Exporting
I have added a handful of Products in Zoho Desk, each with a unique name. For example, Product 1, Product 2, Product 3. When exporting to excel, each record is stored as the same Product_ID. My goal is to update old tickets to apply product name using
Are items removed from Categories retained in older calls?
Hi ZohoDesk, We have calls that will have older versions of software that aren't available or supported any more. What happens if I remove these Categories for these items from the ticket layouts, is the data kept in existing calls? Is this the same
Export kB Article to PDF?
Hello everyone, Previously, we used to have the feature to export a created kB article directly to a PDF file. For some reason, I am not seeing that option anymore after publishing a new kB article for my users. Was this feature taken away? Or was it
Add updated records of Forms in Sheet
Hi, I have integrated Zoho Form to Zoho Sheet. All the data filled in Zoho Form is automatically captured in Zoho Sheet as I click submit button. But when I update the data from all entries in Zoho form, the data is not updated in Zoho Sheet. I have to
Can't disable Zoho Project integration on Zoho Books
Hello, I recently created a Zoho Project portal for my organisation. I'm trying to synchronise Zoho Project with Zoho Books, by using the integration option, but I don't have any button or option to do it (see screenshot). Have any of you already had
How to see who closed a ticket by a ticket ID
Zoho, can anyone help me with this query
Switching to the new help center domain URL
If you have been using the Help Center without mapping your subdomain (for example, support.mycompany.com) to the default domain, this article is for you. When you sign up to use Zoho Desk, your help center's default address is a Zoho Desk subdomain,
Search API for Zoho Subscription
I am unable to find "search" API for Zoho subscriptions at https://www.zoho.com/subscriptions/api/v1/#introduction Can someone help?
Renaming
How do I change the name "Sheet1" to "Customers" in the figure below?
Email data to form
Hello, I’ve a couple problems while trying to send an email to a form. While I don’t think it’s a zoho problem, I’m gonna ask you anyway, maybe you have a solution. Sometimes when a user sends an email to the form, the content won’t be captured by ZC_Content.
How to save all invoices generated in one financial year in one PDF
I wanted to save all my invoices generated in one financial year in PDF format for backup purpose. Basically segregate all bills according to the financial year or even month wise and store it. For example: all invoices generated in FY 2018-19 could be
Flow to email salesperson when sales order is updated
Hi, We have the salesperson field turned on in zoho books. When we create a salesperson in books, it asks for an email. Is there a way to lookup the email address in flow using a function? Thanks, Juan
Cliq - issue with audio source
it seems I suddenly have a problem with using my microfone in Cliq (both laptop App as webversion). There is no problemen in Zoho Meet. Can you help me by telling me what settings I have to check to fix this?
Token.io doesn't synchronise non-GBP transactions
We've been using Zoho Banking with Token.io synchronisation happily for about eight months. But in early January 2022, we noticed that some transactions didn't show up in some accounts. Later, we established that these are non-GBP (British pounds) transactions
Zoho Developer "Custom Solution" Question
I've made a few basic applications within Zoho Creator for my company's own internal usage. I want to recreate one of these applications within Zoho Developer as a Custom Solution, so that I can sell it to other companies. I'm not quite grasping the Pricing
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