Metered Billing - testing
I have a test organization and need to test metered billing. My goal is goal is to have a invoice created in the pending state when metered billing is on. I create a subscription with a back dated activation date but the next billing date is always in
10 tips voor MKB's met Zoho Bigin
Hallo, Het starten van een bedrijf is een flinke onderneming. Daarom hebben we 10 tips samengesteld die je een voorsprong zullen geven. 1. Wacht niet om je sociale netwerken te activeren: Twitter, Linkedin en andere sociale media kanalen zijn je vrienden.
Manage Timesheets effectively with Zoho Workerly
Hi there! Welcome to Zoho Workerly's Forum - A community created for our customers to interact with the team of Workerly. You could post any query, share feedback or even send us suggestions to help us, help you better. We promise to keep you updated with our announcements, enhancements, discussion, tips and hacks to use the product better, and most importantly be available to assist you. And we're kickstarting this by addressing timesheet management in our first post. Manual data entry into timesheets
Sync data from Zoho Analytics to Zoho Campaigns
I use the integration between Zoho CRM and Zoho Analytics to sync specific modules, but I want to sync specific tables from Zoho Analytics to Zoho Campaigns. At the moment you can't sync data from Analytics to Campaigns. Could there be an integration
Syncing data between the environments
Is there a way to sync the data from the production environment to the development? Everytime I publish and update I lose all the data in the production version
Integration between Zoho Campaigns and Zoho Analytics
Hello. Is there an integration between Zoho Campaigns and Zoho Analytics? I use the integration with Zoho CRM to sync specific modules, but can I sync specific tables from Analytics to Campaigns?
Hide empty fields in summary report
In the summary report view, how do i hide the fields that are null?
Zoho WorkDrive API get storage quota/limit
Hello is there an endpoint I can use to get the storage limit through API? Thank you
Panel filter not working
Hi, I am trying to construct a panel filter like below: But it seems does not work, only one of the conditions is fulfilled. Any way I can achieve what I need to do?
Meetups de usuarios presenciales en España 2022. ¡Volvemos!
Meetups de usuarios de Zoho One - Análisis de datos con Zoho One *PUBLICACIÓN ACTUALIZADA - CAMBIOS EN EL MEETUP PROGRAMADO PARA MADRID* ¡Hola comunidad! Estamos muy felices de anunciar la vuelta a los Meetups presenciales para Usuarios de Zoho. En el
Remove specific Text from a String
I want to remove specific text from all Job Numbers in a specific column. In my specific case, I want to REMOVE the letter T from the "JobNumber" column I get an error when I use the code below. Any suggestions what I am doing wrong, how to fix this?
feature request: extend audit log
Hi, we noticed that the audit log feature in Campaigns does not contain important entries, like modifying of deleting a campaign. In our opinion this is important information to keep track of what happens in the system and also of manipulation!! Please
Evernote->Zoho Notebook migration stuck
Hello, I am migrating from Evernote but the process has stopped, with no movement for over 24 hours now. I noted the number of notes transferred over 24 hours ago as 1395, and it's the same now. The image attached was made a couple of minutes ago.
How to capture Event date to update a custom field
I have created a custom field in Accounts called "Last Visit Date." I would like to update this field automatically every time a new Event is created. I created a Workflow rule that is executed any time a new Event is created with a related Action to update the custom field. The only field update options I have are ${EXECUTION_DAY} or a date picked from the calendar. How do I capture the Event "From" date, not the date the Event was created? Any suggestions? Is this even possible?
IMPORTANT: Restriction on Public Access, to control phishing.
We already have processes in place to detect fraudulent usage of Zoho Creator. We never permit storing of sensitive information like credit card details, passwords, social security numbers, etc., on our apps. But as we are sensing deceitful usage of applications, mostly in Free subscription and Trial period, we have decided to disable the option of making an application as Public. Henceforth, all the applications that are created will be Private and only a shared user will have access to the applications.
Introducing Zoho Creator's v2 APIs
Hello App Creators, Welcome to Zoho Creator's v2 APIs! This post will serve as the central point for migrating implementations of Creator's current APIs (v1) to v2. Improvements that v2 brings OAuth-based authentication, which is more secure than the
Last Name field in Contacts Layout is not displayed
See screenshot enclosed Hi, In ZOHO CRM Contacts Layout, I have Last Name with a red border on the left and the field is not displayed on the contact page (this field cannot be modified as it is system-defined). How can I make it appear on the layout
Merging several records from CRM into one document based on person
Hi! I wasn't really sure how to word my title to express the problem I'm having. Here is what I need help with... When a person registers for a course for us, it creates a record in our CRM. So if John Doe registers for Course #1, that is a record. If
Conditional format linked to fields
Will be great if you add and option to link the conditional format value to a field, so the user can do it manually or linked on a table. The X on the image should be able to linked to a field in another table.
Zoho Creator Lookup field wrong data type
Hi I'm trying to get to grips with fetching records in creator and have created 2 forms: Visitors (Name, Email) Appointments (Date, Visitor, Email) The Visitior field in Appointments is a lookup field related to the visitors form. I've tried to define an action in script builder to take the name displayed from the lookup and fetch the email address of that visitor. The problem is that the name field in Visitors is a single-line text field whereas the Visitor lookup field is being shown as numeric.
SPF Warning (CloudFlare DNS)
Hi. I am using CloudFlare to add HTTPS for my web. For that reason I change the DNS records in CloudFlare, but Zoho doesn't detect changes. I am getting the next error: No MX record found for the domain But I have set the proper values (please see the attached image).
Hide first column of summary table
Dear Sir. Is there any way to hide or eliminate the first column of summary tables: Thanks for your support.
How to push image URL in Image field of Zoho Creator using custom function/deluge script or creator API?
Hi, I want to add an image to Image field in Zoho Creator by giving URL of image into Image field using custom function or deluge script. I tried to give URL of an image in Image field in Zoho Creator's record using the following code: insert into Testing [ Added_User = zoho.loginuser Name = "Test Record" Email = "MyEmailAddress" Image = "http://cdn.wonderfulengineering.com/wp-content/uploads/2016/01/nature-wallpapers-38-798x350.jpg" ] But it is not adding image to Image field.
Dirección de formulario en un mapa/gps/link
¡Hola! Tengo un formulario de Servicio Técnico vinculado a Zoho Desk como ticket. En ese formulario mis clientes escriben su dirección (calle, número, ciudad, código postal) para que podamos visitarlos y realizar una reparación. ¿Es posible vincular esos
Updates from JIRA appearing twice
Hi, I'm having a bit of a problem with our JIRA (v8.6.0 On-Premise) integration. I've just reconfigured this after a server move at our end and every time a JIRA issue is update it appears as 2 identical comments in Zoho Desk... I've included screenshots
Custom Button in Quick View of Report should be Available for Mobile View
Hi @Zoho Team, I believe having a button available on quick view of report for Mobile app is very important. I understand that having it inside Detailed view or adding into action buttons does solve the problem but from the user journey point of view
Zoho Desk: Move Knowledge Base Subsection: Category couldn't be sorted
We are using Zoho Desk's Knowledge Base as a Knowledge Management system, and I would like to move subsections to another folder/category/subsection. I have successfully moved most subsections and their articles, but there are 2 folders/subsections that
Settings for phpBB use
Hi there! I'm trying to use my Zoho account with a phpBB forums, but I'm struggling with getting the settings right. The settings that I would like assistance with are the following: Use SMTP server for email: Select “Yes” if you want or have to send
Error in IF Formula while adding Column Formula
Hello, I am trying to clean my column which has responses like '2.Self-employed/Business स्वरोजगार' , '3. Labor श्रमिक'. My objective is to add a formula column so that it returns values like 'Self-Employed', 'Labor'. Basically, want to get rid of
Work Drive Data Templates
I would like to create a template folder that members are required to use. Inside the folder would have sub folders that have check lists for the documents that are needed in each one, Is this possible with data templates to be mandatory?
Cannot Assign CRM Task Subject
Like title says, when setting a CRM task as a journey item inside Marketing Automation there is no field to set the subject. All the subjects for the tasks are undefined. Which does not help the CRM user with the task as they have no clue what to d
Forms to enter data and retrieve data
Hi, I am very new to Zoho Creator. I am looking for a really simple sample application so I can learn from it. I want a simple form to enter an employee personal data. That I have figured it out. Next I want to search for an employee by name, or by email,
Zoho Creator Should have Folder Management Capability
Hi @Zoho Team I think once of the major things that Zoho creator lacks is the Folder management capability as all major ERPs and CRMs do come with resource management section but there is no specific resource management section in creator which I believe
Let a contact run through a journey multiple times
Is there already a solution available to let contacts run through a journey multiple times? I have a demo request form + journey, and it is desirable that contacts can run through multiple times. Same for a general whitepaper download form with a hidden
Goal reached after form fill is marked as anonymous
I have defined a goal in Marketing Automation > Web assistant. Visits any page with a specific keyword in its URL. The implementation is that one can reach the goal page after a form fill. I was expecting that the goal would be counted as an 'known',
Going through a journey not in the history at crm level
Hi, is there a way to view at CRM level that a contact has completed a specifiek journey ( from Marketing Automation ) I was expecting to see this in the contacts history? Stuff like -> field out form, with a date? Ended journey at ...
Assigning more than one person to a bug
We frequenty have a need to assign more than one person to work on a bug fix. I don't see where Zoho Projects allows you to do that. Is this possible?? If not, I'd like to petition very strongly to have it added soon.
Zoho Finance - Missing Relationship in Native Integration
I'm just getting started using Zoho Analytics, so it's possible that I am missing something here. However, it appears to me that a natural relationship in the data synced from the Zoho Finance suite is missing. In the Bundle table, the Composite Item
Prom Payment Terms
My industry uses prox payment terms quite frequently. We are currently migrating from Quickbooks and have just realized that Zoho Books does not have the ability to enter prox terms. We're trying to figure out the best way to handle this. In QuickBooks
Campaigns and CRM Sync
Trying to Sync CRM and Campaigns. Keeps saying already integrated - despite ZOHO Crm showing not active. Help please.
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