Check a checkbox field in Custom module if an Opportunity reaches as particular stage
Hi, I want to create a custom function that checks a checkbox field on all the related records from a custom module when an opportunity reaches a particular stage. Please let me know how can i achieve this.
Ask the Experts - Zoho Inventory #27: 5 hours of live discussion on the Google Shopping integration for Zoho Inventory.
Hello everyone, We hope you're all doing well. We are back here with another episode of 'Ask the Experts - Zoho Inventory' to discuss everything about the Google Shopping integration for Zoho Inventory. Every business needs marketing, because new customers
Collapse Menus
In Zoho Creator, is it possible to create a page that includes collapsible or accordian menus? Thanks.
How to generate oauth token without the need of a user login?
I am trying to create a client-side application that lets a user view tickets from my account. Is there a way to generate a grant token or access token without the user entering my login credentials? Basically, I want them to be able to open my application
Multiple potentials from one contact
I have a customer that acts as a distributor for me and weekly is sending me quote requests for individual potentials. How can I separate emails from one contact to each potential that I have for them? At the moment all emails from him goes into all
An apparent hack job on my zohomail.com account
A couple of days ago I noticed an in coming mail that looked very like my address. It got my attention it contained some commentary about how I was doing and addressed me by my first name. The comments closed by asking me to write back to him and said
Deluge Question: Conditional Statement
Hello, I made a short video showing where I'm stuck. How can I add "For every 5000 over 44,001" execute___? Video: CLICK HERE TO VIEW Thanks for your help! if(Program == "Lawn Mowing" && Property_Sq_Ft >= 0 && Property_Sq_Ft <= 4500) { input.Services.clear();
Zoho Cliq not connecting
Cannot make audio or video calls (since roughly 3 weeks) as Cliq gets stuck in Connecting. Any suggestions?
How to create a record in Zoho CRM by using C# API?
So, I found a code for how to create a record with C# in Zoho: https://www.zoho.com/crm/developer/docs/csharp-sdk/record-samples.html The code, which is written there is not working for me. I already talked with support and they sent me this link: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/files-samples.html?src=get_file,
SalesIQ livechat shows on some pages but not on others
Hi. I am an administrator at the site https://www.oncyberlink.com/ I am having difficulty with your Zoho SalesIQ plugin (Version 1.0.9) for Wordpress (5.4.1). I have followed the instructions, pasted the embed code, etc. The livechat widget is working on the Home page, the Blog page (which displays posts), and the Our Team page, but it does not display on other pages of the site. When I view the page source in the inspector, I can see that the script has been successfully added into the body of
Zoho Chat Widget not showing on all pages
The Sales IQ chat widget will appear on initial page load ,but won't show up on any other page outside of the one I initially load on. Any time I do a hard refresh it will appear again. Any idea on how I can make the widget show up on every page regardless
Days between two dates, if one field blank, use todays date instead - doesn't work?
Hi! I am trying to do a formula in CRM on a product; It has to show how many days the product was in stock, before it was sold. If it is not sold yet, then it has to show how many days it has currently been in stock. This is what I came to so far; If(${Biler.Salgsdato}
Updating subform lookup field with function
I need help programming a function to update certain subform fields with other subform fields in the same subform. I want to be able to publicly post a Zoho Form on my site for prospective customers to fill out that includes a Zoho CRM-linked subform.
Turn Off "SecurePass Email" feature
Hi, Kudos for adding some good features recently. That said, while I can see the "securepass email" being very useful for many I see it as a way for users to annoy clients and possibly lose content of email, or at the very least make received email less
Introduce "3 axis" / "3 dimensional" chart reports
"3 axis" or "3 dimensional" (bar) charts are extremely useful to visualize complex data with (at least) 3 different data points. We keep 3 levels of "problem" and "solution" classification data in our Zoho Desk tickets (for example main/sub/sub-sub problem
Custom Module questions
Hi Team, I have created a custom module called 'Change Requests'. This is for when a client requests us to make a change to their environment, we need to document what is to be changed, if there are any costs associated, and have them sign it before we
Attachment's not working
Is anyone else having problems adding attachements? Ours have stopped working and we have a link with Gravity forms so people upload docs online which appear in the attachments section but it stopped working last night.
Enrich data issues
I love the Enrich Data feature, but there are several issues that I've had. 1. Phone numbers are doubled in the field. In other words, a phone number will show up as (123)123-1234(123)123-1234. 2. Addresses: the street address fills with the entire address,
Chats getting Missed, even though app is on and ready!!!
I have been testing the system before rolling out to my team. So right now, I am the ONLY user. When im logged in on the app, it shows ready on the website. So I can't understand why I am consistently missing chats that never ping the app on my phone.
Forms put information into Zoho CRM
Hi, Is it possible to have forms pull information in to records in Zoho CRM? We have customers where we have to capture a lot of data, and it would be helpful to send a customer a link to fill information and this automatically populate into relevant
Enhancements and changes for Zoho Campaign's integration with Zoho CRM
Dear All, Through its integration with Zoho CRM, Zoho Campaigns helps to nurture your leads and contacts through well-planned email campaigns by synchronizing leads and contacts between the two Zoho services. It offers various options to touch base with
Modify contacts to be in one list
Is it possible to do some kind of mass update to move contacts to one list? I currently have a large number of contacts that exist in multiple lists. Rather than just delete or clear an entire list, I would like to: 1. Export the list of contacts to
#13 Zoho Books Digest
Hello Readers, We are back with the 13th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoho Finance Roadshow 2022 (GCC) We're coming to your favourite cities in the Middle East! Join our session
Zoho Deluge (Creator App)
I need help understanding how to automatically populate and add rows to a subform. I'm using a dropdown field as the "trigger". I made a 1 minute video hopefully someone can point me in the right direction? Thanks for your help and time. Chris https
Several estimates for monthly invoice?
Good night, First, thanks for Zoho. There s many details that we are looking for, but it s a good system. I have a neccesitie, I send different estimates along the month to my clients, BUT we only send one invoice monthly, At the end of the month, how can I join all the estimates in ONE, to convert in a unique invoice? Thanks in advance,
Import subform data into one form and push to another form
Hi. We have a user portal where: the client receives spreadsheet template download after submitting details client enters subform data into the spreadsheet, then imports the spreadsheet back into the same form's report. We need the imported record and
How to disable milestone and task notification?
We have setup the org notification for task and milestone in a way that entire team doesn't get their email box spammed with irrelevant actions performed on the Zoho projects. But still entire team gets notified for every single update made on any task
How to send an email notification to all 'owners' when creating/assigning task?
When I create a task, and specify the multiple owners. I am assuming this is me 'assigning' the task to them and surely they would all receive a notification that they have been made an 'owner' (assigned) to a task? I'm not receiving any email notifications
Improve ZohoDesk with High resolution monitor
Hello. We've been using ZohoDesk as ticketing system since a few months, and it is working flawlessly. I noticed that on high resolution screens though, the website isn't using all the space it could. When you have a lot of tickets in different status,
Customer as Associated Teams in Project Template
Hi ! I have a question, I have a created a project template and I assigned teams to each task But since there are some tasks that need to be completed by the customers, what's the best way to manage this? Since for every project we have different customers,
Retrieve ALL tasks duration from user across projects in the organization
Hello, I'm trying to get all the work duration time (hours by task) for users in the organization, I need to get a way to retrieve all the tasks duration, meaning, from all projects at once, currently I know there is the endpoint https://projectsapi.zoho.com/restapi/portal/[portal_id]/projects/[projectID]/tasks
Zoho Mail Email Disclaimer
When adding a Disclaimer to Zoho Mail on the Admin Console there is a problem with it where it appends a disclaimer to every email that goes externally even ones that have already had the disclaimer. In MS Exchange I have been able to stop this by using
Search on Android Recycle Bin
The Search function works great on Zoho Desktop and Browser Edition, but I am missing "Search in Spam / Recycle Bin" on my Android Zoho Mail App. This is essential for me
商談中～獲得後の納品までのプロセスをzohoプロジェクトでできるのか？
こんにちは、お世話になっております。 表題の通りですが、CRMを長年使っておりまして、タスク管理という側面ではあまりzohoを活用できておりません。 仕事が増えてきてアナログでの限界を感じております。 jootoがわかりやすくて良いなと思い導入しようと思ったのですが、せっかくzoho crmで商談を作成しているのに、また新しくプロジェクトを立ち上げるのもどうかなと思い、zoho projectを連携させてみました。 私のイメージではcrmですでに作成した商談を引用してzoho projectで簡単にプロジェクト（商談）を立ち上げられると思っていたのですが、考え方がちがっていますか？
ZOHOキャンペーンのトピック解除の日付や現状の購読状態はZOHOCRMに反映されないんでしょうか？
ZOHOキャンペーンのトピック解除の日付や現状の購読状態はZOHOCRMに反映されないんでしょうか？
What happens when I move the Super Admin role to a different user?
I'm about to switch the super admin role from the user which opened our Zoho One account to a newly created User. What "disaster" if any, will this unleash? I'm thinking especially of all the internal automated actions which get run as superadmin. The
CRM and Desk Sync
Hi - I am trying to sync products across Zoho Desk and Zoho CRM (two-way). The list of products in Desk differs from the list of products in CRM.The two platforms (Desk and CRM) are linked and currently pull in customer account information without issue
Erfahrungen mit Alcatel-Lucent Rainbow + Zoho?
Hallo zusammen, wir stehen vor dem Problem, dass nach meinem aktuellen Kenntnisstand keine Möglichkeit besteht Alcatel-Lucent Rainbow in Verbindung mit Zoho einzusetzen. Es gibt zwar ein Add-On "Rainbow ZoHo Connector" seitens Alcatel, allerdings muss
Outlook Integration
Is there a plan to integrate Zoho Meeting Desktop with MS Outlook? It would be very nice to schedule the meeting through Outlook as some others such as gotomeeting.com do. This allows the meeting to be stored in one's calendar with standard Outlook meeting reminders. It would also allow the accept and decline tracking supported by Outlook. Thanks!
Create a Follow-up action for a new Task on a specific date automatically
Hello all, Does anyone can help with a solution I can't solve in Zoho bigin functionality: When I create or update a Task the customer ask to be reached in 3 days or on a specific date and I would like to Create a Follow-up action (a new Task) on specific
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