zoho analytics to do 3D bar map like Excel 3D maps graphs
Hello, It would be nice to have Zoho analytics do a 3D bar map like Excel 3D maps graphs see images:
Change widget label depending on filter value
Hello, Is it possible to change widget label depending on the selected filter value? Example use case: if the user selects a country in the filter, the text after the widget value shows the currency of that country. Please see attached screenshot. Thanks
Qualified Electronic Signatures (QES) now made easy with Zoho Sign
Hello! A Qualified Electronic Signature is an advanced electronic signature that has highest level of compliance according to electronic Identification, Authentication, and trust Services(eIDAS). It involves face-to-face identity verification of the signatory
zoho domain site not working
myrescon.com has been published but it is not working. I have followed all the steps in your instructions for building the website and even verified the same on the andmin panel of the domain. But still www. myrescon.com is not working
Hours Between
Hi, I am trying to get hours_between on this query but its coming up as an unsupported function? SELECT dl."Lead Source" AS "Lead Source", dl."Lead Created Time" AS "Lead Created Time", days_between(dl."Lead Created Time", dl."First Activity Occurred")
How can I get payable days from attendance form using deluge what is the label name of form and field?
response = zoho.people.getRecords(form name); what is the query?
Moving blog article created in Zoho Writer to Zoho Sites
Is it possible to post blog articles created in Zoho Writer directly into Zoho Sites blog area?
Sansan→Zoho CRM連携アップデートについて
少し前になりますが、SansanとZoho CRMとの連携アプリケーションをアップデートしました。 https://help.zoho.com/portal/ja/kb/crm/extensions/marketing/articles/zoho-crm%E3%81%AEsansan%E6%8B%A1%E5%BC%B5%E6%A9%9F%E8%83%BD#%E6%8B%A1%E5%BC%B5%E6%A9%9F%E8%83%BD%E3%81%AE%E3%82%A4%E3%83%B3%E3%82%B9%E3%83%88%E3%83%BC%E3%83%AB
Problem: Cannot update status of the contact record via workflow when record is not updated
Hello, Our contacts are updated daily via API. When they are not updated, I would like to change the status into "Not updated" for example. I tried to do it via a workflow but I do not know how to trigger it as the record is not modified. Who can help
Finding duplicate entries
Hi, I'd like to know if there is a simple way to identify duplicate entries in a table or database. I looked through the scripts help page but didn't see anything. I'm basically going to be compiling an email list and want to be able to quickly check the list for duplicates. Thank you for your help Love your service!
Integrate Zoho Form with Zoho Creator
Hi, Is it possible to integrate Zoho Forms with Zoho Creator? We are trying to pull some data form Zoho Creator so is available in a dropdown field in Zoho Forms, is it possible?
Can't Drag and Drop Emails
For some reason I am unable to drag and drop emails into folders now. This just started happening the last couple days. Please let me know if there is a way to fix this, I really like the drag and drop sorting feature
Should I Still Keep Using Zoho Mail???
After a week Switching from Gmail to Zoho Mail. I searched is zoho mail safe? Many opinions say that yes it is safe, or even no it is not safe stay away from it. Dinar Detectives
Autodiscover configuration
Hi, I followed the instructions on this link (https://www.zoho.com/mail/help/adminconsole/autodiscovery-settings.html) to configure autodiscover for our domain. When adding a new account from outlook the process fails and outlook redirects to manual configurations.
Removing sections from templates
Hi, Can someone tell me if it is possible to remove the Notes section and Terms & Conditions section from invoice and credit note templates completely, or supress their display? We don't want them to appear and leaving the fields blank under preferences doesn't stop them from displaying. Thanks Andy
Count related records
Hi, I'm trying to count related records but I seem to only be getting the output "4" - any idea why? relRecords = zoho.crm.getRelatedRecords("Vendors","Leads_referred",SupplierId); count = 0; for each record in relRecords { count = count + 1; } mp = map();
Zoho CRM creating tasks within Blueprint (setting additional field values)
We have a need to create tasks of a specific type within a blueprint but have found that the fields we can actually set are very limited. The only fields thatapper available are Name, Due Date,status and Owner assignment. Is there any way to get over
Zoho Desk - Knowledge Base Analytics
I see the 'Popular Articles' component that shows who's created articles, and which seems poorly titled. I see 'Article Insights' which provides up to 30 days of helpful likes and dislikes. Are there any other ways to show data regarding knowledge base
Sales by Item Report
Hi, We are having issues with reconciling the Sales by Item report to the Profit & Loss report. Both the Revenue and Costs accounts show bigger values than the Sales by Item report for the same period and through investigation we confirmed that entries
error code 554 5.1.8
error code 554 5.1.8 Show me, my email is cs@fxscrve.com
Struggling to show content after submission
I am currently working on a form where a user will input a number (which relates to a calculation) and their email. To perform the calculation I am using the Formulae box where the users inputted number is multiplied by 9.5. I want the user to have to
default status of a cloned task
Many times I will be completing a task and will use the "clone" feature to carry over the notes/details of that task to a new one. This happens as I comple a follow up call that I had scheduled via the tasks function and then schedule another call after that. Since the task will usually be the same subject and need the same notes, I press the clone button when viewing the recently "completed task" to create the new task. The problem is that the status of "completed" carries over to the new task
Last Activity Field
Is there any way of removing field modified as a criteria that updates last activity. The whole point of a last activity field is to track that sales people are contacting leads/contacts. Anytime I do a mass update of leads for any reason its updates the last activity to that date. I have created a last activity date field that updates using a workflow for tasks/calls/event but its not possible to update the field using a workflow anytime an email is put in using bcc.
Compliance alert
We're changing our third-party sub-processors used to join Zoho Meeting via "Dial-in numbers" in the EU DC. Please refer to our new set of "Dial-in numbers" to have a hassle-free online meeting experience. Learn more about dial-in numbers.
Creator : Auto Map Address Fields
I'm creating an import template for my employees and want it to be as easy as possible to make sure the fields are already mapped when importing. However no matter what field name I use I can not get the address fields to recognise what is being imported
How can we create an announcement bar in Creator app?
Hello guys, I would like to ask you if there is any way to create an announcement bar in an HTML page in Zoho Creator. Something like this which we receive from the Creator Platform I do not really care if it will have hide-close buttons in the right
Any way to do DOM manipulation with JS on an HTML snippet?
I want to use JavaScript to set event listeners on some elements produced in by HTML snippet written in Deluge. I tried creating a nodeJs function and calling it at the end of the HTML snippet, but when the code runs, I get an error saying the document
Updated Dark Theme Problems
Dark theme for Zoho Mail recently updated. There are a couple problems 1. The colour for folders with new messages is too dim, it's hard to differentiate between between normal folders and folders with new mail 2. The quarantine messages colours are
Print Detailed View after Form Submission
Hi, Relatively new to Creator but having good success with an orders/customer apps I've just created. I'm using the detailed view of a report to generate our 'order receipts' but would like to make it easier to print the record that has just been submitted.
Drop down list in web forms
Hello, Is it possible to add custom drop-down lists in web forms (like a list of locations or products)? Or can we only put in text only fields? Thank you. Keith
Can I use Canvas - setValue for a field with HTML / line breaks?
Hello, for this one: https://js.zohocdn.com/crm/5041136/documentation/ZDK-1.0/Field.html#setValue is it possible to add HTML and/or line breaks? Thanks, Chris
How to delete ~7lakh records from a Custom Module?
Hi, After importing around 7lakh records into a Custom Module that we created, we realized a slight business logic error that we did and would like to delete all those records. We saw other topics that suggested that we could see a "select all records"
Adding add ons in workflow
How to add actions while forms are being filled out or while records are being edited or deleted. How to add functions for actions
How to delete user and transfer data to another user
Hi all. As an admin, how to delete an user and transfer the data they have stored in the app to another user? Basically the user whom I want to delete had access to only one app, Zoho CRM. So the user had stored certain data inside her account in the
How to Create a Project from CRM Quote
I'm trying to add a related list in CRM quotes for Zoho projects so that I can create a new project in Zoho projects which will link back to the quote. There is no option to add related list in the quotes, I can do that in accounts, contacts module but
Notify assignee when task is updated or note added to task
I want to send out a noice anytime I update is made to a task to the person that is assigned to the task. For example, I have the task of "Prepare document for John Doe" and assign it to Harry Henderson. When I update any of the fields to that task or
Lead score add in canvas view
Zoho CRM have module lead in a module, field having lead score that i want to add in canvas view. how would i do such task help me .
ZOHO Forms Entries sharing with team
I/we often need to export form entries contents. I am the form owner and I have many responsibilities. Every time one of my colleagues needs to export the Replies, they have to come to me to do so. Please add the option to add permissions to access and
blueprint only for specific users
Hey Zoho Developer, After creating Blueprint, I learned it only works for one department, and I only want this department to use it. How can I select particular people or groups to get access to this blueprint?
Update fields pre save
Hi everyone I've been struggling with a problem I'm sure it's easy. On cloning a potential I want a button that will empty some of the fields.. Before saving. I can create a button, and tried a bunch of ways in function to set fields on pressing it. Any tips please? What would be the syntax to set the "Stage" field in the "Potentials" module to "-None-" . I would then repeat the example to other fields and also try to update a date to be there cloned dates value plus 365 days:) Or... Can you tweak
Next Page