Function-28: Transfer record information from one module to another, based on specific criteria.
Welcome back everyone! Last week, we learnt how to create activities automatically based on specific criteria. This week, let's look at a custom function that lets you transfer record information from one module to another, even for custom modules. Business scenario: Custom Modules enable you to create entire modules according to your requirements. You can also define the layout of the record in the module, set up layout rules, customize the fields of a record, set up hyperlinks and buttons, etc.
[solved]Push sub-form data from zoho creator to zoho crm
Hi Everyone, So I have some question about how to push sub-form data from Zoho Creator to Zoho CRM. Here is the set up : Zoho creator set up So my main form called customer and inside the main form, there have two sub-form fields called Trade-in Vehicle and Desired Vehicle. Also, those sub-form are using a look-up field (Customer ID) link to the main form. Here is my code for pushing data from creator to CRM without those sub-form data : Customerinfo = { "ID_Number":input.Customers_ID, "Status":input.Status1,
Enhancements for Motivator in Zoho CRM
Dear All, Motivator in Zoho CRM (previously known as Gamification) is a tool provided to motivate your team to achieve designated goals and reward them with points or badges as they accomplish different milestones. You can create your own KPIs (key
Troubleshooting IMAP - Office 365
Hello. We've problems with the IMAP configuration. We continuously get the error message which says "Authentication Failed" / "Invalid credentials". The following article (https://help.zoho.com/portal/en/kb/crm/troubleshooting-tips/articles/troubleshooting-imap) says
Why can there be a 30-minute delay for workflows to be triggered?
Shouldn't instant actions be fired instantly? If not, please remove the wording and stop misleading customers.
[Action Required] - Bing Ads Integration in Zoho Analytics
Dear Customers, As Microsoft updating the OAuth scope (authentication), all users who are signed-in through a third-party application that uses the Bing Ads API will require multi-factor authentication in their Bing Ads account. Microsoft Announcement:
Calculating fees / timesheets
Hello, I need a product which will help us with calculating our company's and our recruiter's fees, based on work of contractors in the body-leasing / outsourcing scenarios. Later we will also need something to help us track time of freelancers and generate
Save Zoho Creator APP Data in Zoho CRM Form
Hi! I created a purchase requisition application in Zoho Creator. I want when the user adds a requisition that requisition is also saved in the Purchase Orders form in Zoho CRM. My Zoho Creator application has a subform with 2 fields. These are Product
Tips and Tricks #58: Tips to overcome your presentation nightmares
“All the great speakers were bad speakers at first.” – Ralph Waldo Emerson It is natural to feel anxious before delivering a speech. Whether you're an expert or a novice, everyone experiences presentation jitters. But if you master the three important
How to set up a second help center?
Hello, We're building a new product thaT will require a separate help centre. How do I go about setting it up? and does that impact the pricing? Cheers
Email addresses with a hypen can't add password after HelpCenter Invitation
Hi ZohoDesk, I think there is an an issue where a customer has an email address that contains a hyphen. For example richardtest-helpcenter@thisisanexampleemail.com can log a call fine but when they get an Invite and accept the invite and are asked to
Pivot View
FormX Dropdown (List of restaurants) Date (month & year) Currency1 (energy expense) Currency3 (stock expense) Currency4 (labor expense) Currency5 (other expenses) Currency6 (sales) Currency7 (net profit) I want pivot table view like this
For paid plan subscription
Hi there, I've just created a free account and testing the features and reliability. When I first setup my "Super admin" account, it's aaa@aaa.com, but I'd prefer to have an email address with email@aaa.com so I created another admin account with this
How To Format Phone Numbers
I am completely new with ZOHO I am trying to build a database how can a make it so when a phone number is entered in a form like this:9876543210 it automatically formats it to 987-654-3210 Thank You
Can't add new contact in Zoho Campaigns - contact is 'Bounced', but this is impossible
I'm adding my email contacts to Zoho Campaigns. All of them are real people that I exchange emails with. However group of people from 2 email domains can't be added as they are are treated by Zoho Campaigns as 'Bounced'. What should I do to add these existing, working, real email addresses to Zoho Campaigns?
【Zoho CRM】メールテンプレート機能に関するアップデート：レスポンシブデザインに対応
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回の機能アップデートにより、Zoho CRMのメールテンプレートが、デスクトップとモバイルの両端末向けのレスポンシブデザインに対応しました。 ◎レスポンシブデザインとは？ レスポンシブデザインとは、デスクトップ、モバイル、タブレットなど、すべてのデバイスで正しく表示されるようにページをデザインすることです。現在、インターネット上で表示されているほとんどのWebページやマルチメディアコンテンツは、レスポンシブデザインを採用しており、閲覧するデバイスに適応しています。
Zoho Creator In App Push Notifications
Hi all, i would like to enable In App Push Notification for one of my form, but I don't see any options as mentioned in this help page: Push Notifications | Help - Zoho Creator Did I missed out anything? Any help would be highly appreciated.
My email can't send emails
Help me to see, my mailbox can't send mail now, my mail address is cs@fxscrve.com
Zoho CMS taking much time to load images
Why does the Zoho CMS take much time to load images? Previously, it was not like that. But recently saw that it's taking much time while first time loading. I have recorded a video; Please check the video. What is the solution to this problem? Video
If it has been a long time since you sent your campaign for review, please contact us
Hello "Campaign is under review. Please wait... If it has been a long time since you sent your campaign for review, please contact us by emailing support@zohocampaigns.com" I was getting approved but I had the wrong address inputted. I just updated both addresses in the crm and campaigns to 1081 Holland Drive Boca Raton, FL 33487 I know everything has to be proper to send. These are not spam leads. I get these directly to call back on and email from their prior purchase Can you look into this for
Customize Form Layout
Is there a way to customize the form layout (not themes). For example if I want 2 separate fields side by side instead of one after the other.
Anyway to exit the "for each" loop prematurely? I do it from my gf all the time.
I'm curious if there is a way to exit a "for each" loop before cycling through all elements. For example: records1 = conditions[active == true]; records2 = valid_codes[active == true]; for each r1 in records1 { for each r2 in records2 { if (r1.code == r2.code) { input.code = r1.code; break; -OR- records2 = patients[true == false]; } } }
Can't receive emails
Hello, none of our accounts can receive emails. They can send just fine. It was all working untill yesterday afternoon. No changes have been made by us on the server side.
How to issue BOM and track its cost?
We are struggling with Zoho inventory as it doesn't allow any materials to get out unless it is sold, but we are a cabinet makers. and when we get the design from the showroom, we prepare the BOM and send it to the warehouse, who cannot find any option
Formula to count all instances of a subform entry or average of subform total?
Hello, I want to create a formula that tells me the number of times a subform was completed in an entry, or gives me the average Total across all subforms in the entry. Is there a relatively simple way to do this? I'm very used to Microsoft's offerings
Purchase order receives via api
Hey guys, The purchase order receives module is hard work for us as we NEVER know the actual quantities we'll receive. If we receive less than the quantity ordered we have to "Cancel" the remainder or adjust the PO quantity & then receive the items.. If we receive more than the quantity ordered we have to amend the PO accordingly & then receive the items. This happens with lots of companies, it's crazy when there is a relatively simple fix, I've mentioned before that we need to have an "auto PO adjust"
Tip #24: Zoho Meeting Integration
We have been constantly working on Zoho Projects to make it more productive for you to organize your projects and manage your team. Businesses around the world always seek to ramp up their potential and their development is emphatically dependent on ideal communication and time management of the team. With this meeting integration, Zoho Projects has made it easy for you to schedule an online meeting to cooperate with your team. Let’s see how this integration helps Helen who works as a manager at
Unattended support shows "offline"
I added a computer for unattended support, it's connected to the internet, but shows "offline".
Geo-restriction fro logins?
Hi, I need create some sort of geo-restriction to prevent logins to the Zoho Apps from specific countries. Is there a way to configure this?
Cannot see Company Name when I have converted a lead
Hi everyone, I am on the free version currently and wanted to know why it is that when I convert a Company Lead it simpy shows the contact person's name and address details etc but no Compnay Name: I would like to see who the person belongs to at a glance!
How do I get ALLLLLL of my tasks out of Zoho Projects via REST API?
Hi there, I am trying desperately to be able to build an ETL job that will periodically update our internal DataMart with our WBSes and time logs from Zoho Projects with data retrieved via REST API calls. PLEASE NOTE: doing this is a requirement for my
Merging Tickets - One Department
What if a business only has one department? How can you merge tickets? There has to be a way to do this.
URGENT Problem with Archived views and duplicate tickets
Hi, as you can see from the screen below (and the video in attachments) i've a trouble with archived ticket I'm at page 301-350 and there's the TICKET ID #8981 But if i open the next page 351-400 i've the same TICKET ID #8981 This thing happens for
Import contacts with multiple accounts
Hi, We have contacts with multiple account. I understand after importing, we can associate the contact to multiple accounts but i am asking if we can import contacts with multiple accounts already assigned? Thanks
View for tickets that need a response
I noticed that there is currently a view for "customer responded tickets". I can't seem to figure out how to create a custom view like this. Is there a way to filter for tickets where the customer had the last response? Ideally, I'd like to create a view for my team that displays tickets awaiting a response from the assignee.
Introducing WorkDrive 3.0: Enhanced collaboration, improved accessibility
We're happy to share the release of WorkDrive 3.0 with important new features and enhancements that are primarily focused on simplified collaboration and improved accessibility. Read the official announcement for WorkDrive 3.0 Phase 1 WorkDrive Genie
Archived items and ActiveSync
I just moved a family domain from G Suite to Zoho. Seems to have mostly worked out so far... but... it seems that the G Suite import took deleted items (~10K in my dad's account) and turned them into archived items in the Zoho inbox. That in itself is
Can I add a column to the estimate and invoice templates?
I would like my estimates and invoices to have columns for: # of pages; pages per hour; estimated hours; rate per hour; total amount. in order to do this, I need to add a column to the template.
From Flexible to All employees licences
Hi, How to manage Zoho One sub if a customer starts with Flexible licence and then choose to switch to all employees licences ? Thanks !
連絡先の役割をインポートするには
設定(歯車)＞インポート＞その他CRMからデータをインポートし、すべてのタブから連絡先の役割を選択し、ZohoCRMの必須項目である商談ID/連絡先ID/連絡先の役割を、上げたいCSVに連絡先の役割＝該当するメアド・商談ID＝Zohoに既に登録されている商談・連絡先ID＝すでにZohoに登録されている連絡先のIDをくっつけて、アップロードいたしました。 が、上手くいきませんでした。 イメージとしては、インポートすることによって商談の連絡先の役割を見たら、複数人が既に名前とメアドが登録されている状態にしたいと思っております。
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