Warning statements in Automation Workflow actions / functions
I found out some of my automations were not working properly ONLY when I went to the Automation / Workflow rules / my rule. No other warning, popup or email to let me know that my function was not working. How can the USER who is not aware or cares how
How to create a new case with Unassigned user
We need to be able to log customer questions and have them be unassigned by default. They would be assigned to the technician who picks them up to start answering. Is there a way to do this?
Send mail when a createRecord or updateRecord function produce an error
Dear All, Is there any way when the deluge functions zoho.crm.createRecord and zoho.crm.updateRecord produce any kind of error then to automatically send me an email as 'alert' that something is going wrong with a record? As for now we find by lack if
https://crm.zoho.com/crm/IAMSecurityError.do?isload=true
I put a web form at the bottom of my blog. http://www.philadelphia-electricians-how-to.com/ I can't get it to work. I get this error; Unable to process your request Click here to go back. On this URL: https://crm.zoho.com/crm/IAMSecurityError.do?isload=true
Date / Time Formatting for Analytics
TL;DR - I can't figure out how to format date time info without losing the time portion. I am attempting to use Flow to Create a Row in Analytics every time a row is created in a Google Sheet. The trigger works fine. The action of Creating a Row is a
File Transfer
When I access tool to transfer files from a unattended access client computer to a technician computer using receive, really long name files seem to just sit in a queue waiting to be transferred. Then everything else selected to be received after just
Updating a Multi-select field with Deluge
Hi, I created a custom module and I am using a custom function to generate a quote from an entry. Now how can I link the quote to the entry in my custom module? I tried to add the API name of the multiselect-field but it's not linking it. paramap = Map();
Using Postman CRM API Collection can't Generate Access Token and Refresh Token
Hi, I have been trying to explore the API using the Postman API Collection by following the instructions described here: https://www.zoho.com/crm/developer/docs/api/v2/api-collection.html However, I have been unable to get step 4.2 to work "Generate Access
Setting up scheduled actions in Zoho CRM | Meetup Snippets E08
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The eighth snippet in this series taken from Dallas ZUG meetup in January 2022, features Shanique Young, walking us through a simple workflow automation
Reports: Custom Layouts > Labels & Buttons
Would be great to offer custom labels and custom buttons (not custom actions) on the Report custom layouts.
Does Zoho have "Nudge/Reminder" type function like Gmail?
For example, If someone hasn't replied to your email (or you haven't replied to theirs) Gmail highlights certain emails with a little note along the lines of "last reply 5 days ago" Does Zoho have this?
Syntax error I don't understand
Hi! I have this calculation, which gives me a syntax error; ${Leads.Elbil kostpris}*(${Leads.Finansiering rente}(1+${Leads.Finansiering rente})^{Leads.Finansiering mdr.})/((1+${Leads.Finansiering rente})^${Leads.Finansiering mdr.}-1) Could someone point
Integrate Google Drive with Zoho CRM Custom Module
The Zoho CRM and Google Drive Integration are developed with collaboration in mind. When you integrate Zoho CRM with GoogleDrive, you can access all the files stored in your Google Drive account from Zoho CRM and vice versa, attach files right from the
PayU integration not available under Zoho Commerce payment gateways
Good day, I would like to integrate PayU as a payment gateway on my Zoho Commerce online store. This article shows how to add it > https://help.zoho.com/portal/en/kb/commerce/user-guide/payment-gateways/articles/payu However, I do not have the option
Google contact sync time frame
Hi, is there anyway to increase the frequency of google contact sync? We have issues where the delay of 1 day (shortest time frame available) in sync causes issues with unrecognized phone numbers. Alternatively, is there a service which syncs zoho contacts
Custom Fields for Subscriptions in Customer Portal
We need to be able to display a custom field for a subscription in the customer portal. If the custom field is a URL we need to be able to allow the customer to click the URL from the portal. Ideally, we can have a text string that is what is clicked
Zoho CRM : personnalisez de votre menu déroulant !
Bonjour à tous, Nous avons une mise à jour à vous partager sur la façon dont les menus déroulants sont présentés dans Zoho CRM. L'ajout d'un champ, vous aide à choisir et à associer une ou plusieurs valeurs de manière pratique à partir d'un menu déroulant. Ces
How to add Google Drive to Products
Hi all, I added Google Drive extension to my Zoho CRM but I noticed that it adds folder just to contacts, leads, company but not to products. Any way to configure it to have Google Drive folders for Products too? I'm running realtor business and I've
Google Drive
Hi all, how can I add Google Drive folders to Products? Actually they create only in contact, company, etc but not in products items. Thanks
Zoho CRM Extension Publication
Hi Team, Need clarification on the ZohoCRM extension marketplace publication. In Sigma, we got the option of submitting to Marketplace. Once we click that, the status automatically changes to Incomplete but we didn't update the required description,
Woocommerce Connection Errors
I'm using the invokeURL() function in a Deluge custom function to send JSON payload to woocommerce using a "Woocommerce Connection" app. However, a "401 cannot create resource" is response i being returned despite having the proper credentials and using
Duplicate Entries while using Zoho CRM API or some internal Zoho process
I am using Zoho CRM API to create Zoho Contact first and then creating Zoho Account and linking this account entry to Zoho Contact. I found after some time Zoho CRM shows 1 contact and 2 account entries. Is there any clue why and how its happening? Is
Total in shopping cart
The total amount is not shown in the shopping cart. If I have more than one item in my shopping cart, only the subtotals (price x quantity) of each item are shown. Is it possible to show the total amount of the shopping cart before starting the checkout
Migrate from GoDaddy office 265 to Zoho mail
Hello There, I'm trying to migrate from GoDaddy office 265 to Zoho mail but I couldn't get it to work. I've tried all migration options in the Zoho Mail Control Panel: Office 365, POP, IMAO and even Microsoft Exchange without any succuss. I get errors
Using Zoho Desk as a Customer of Zoho for getting Support from Zoho
This is being activated for several people in our company, but is not working as per our expectation. We wanted all cases relating to our company to be visible to all stakeholders in the company. Currently, they can only view their own tickets. Please
How to auto-Refresh detail page of a module on clicking on Save button in zoho crm?
Hi, we want to ask about auto-refresh of a page i.e. Detail/View Page in zoho crm. Is it possible to auto-refresh Detail/View page of a module after editing the record. Means when we click on edit and then click on Save button, It auto-refresh the page to avoid client from doing manual refresh the page. We want to do this using workflow rules in Zoho CRM. And give us better option to do the task if there is. Any help will be appreciated.
The month that was at Zoho Workplace| April 2022
Dear Community, Hope you're all safe and doing good. We've come up with the updates on new enhancements and features across Workplace applications for the month of April. Try them out and let us know what you think. New theme for a new experience Zoho
Wrong Line numbers in Failed automations report
The line number reported in the report does not correspond with the line in the function
Enable IMAP for users in Zoho Workplace
As an admin, I want to enable IMAP for some users in a Zoho Workplace plan. I see that I can create an access restriction with IMAP enabled, and add it to a policy, but it looks like the default policy has IMAP enabled anyway, so it won't have any effect.
What is Conditional workflow for ??
I don't understand what is for compared with other workflows component What are use cases ? As understand those features (if, then.. are include in orkflows component ; am i wrong ?
Parcours de désinscription- Topics name et description
Bonjour Les Topics sont un excellent apport à campaign. Bien utilisé il est un moyen d'attirer des souscripteurs ou de le retenir s'il souhaite se désinscrire d'une liste. Pour le retenir en présentant d'autres sujets, j'ai modifié le parcours proposé
The customized applicant form not showing in Zoho Recruit
In Setup I go to Career Site > Webforms and created a customized webform for application submission via the Career Site. To my surprise, the webform is not being used and there is a lengthy form of fields that are not relevant and my own form is not visible.
Add the option of uploading a JPEG in the Candidate Portal Attachments
Hi I need the option to upload the JPEG file format in the attachment section of the candidate portal. My candidates need to upload headshot photos. Thank you Jamie Sumner
WhatsApp integration
Can you integrate whatsapp with Zoho Recruit for messaging?
How can i make math defined in node js function?
why math not defined here?
Zoho Helpcenter - SAML Auth - Map Display Name and Username
Hello, i connected the Helpcenter Authentification with SAML and it works so far. But we want to map The Username and Display Name fields with SAML Attributes so that the Username/Displayname should be retrieve from our IDP when the User is created. But we can't find any documentation about that. Actually the Display Name and Username are automaticaly generated from the Email Address. Thanks in advance.
Questions about SMS and Voice call logging
I'm looking for suggestions to support these neds: I Here's what I need to understand and do. I have independent contractors who carry a personal cell phone, and which use their personal physical device to conduct my client's business. I want to provide
Subforms within quotes
I have a subform when building a quote - however i do not wish all the information on the subform to be visible for the prospective customer. When creating the canvas view to pull through the subform it pulls all information with no editing capability.
RSS Campaign - Description field includes a huge picture and only a little text, can't get text from content field
Zoho seems to do what we need, but the fields don't seem to work normally. Could someone explain how to get the following: The usual paragraph of text that is in the description of an RSS feed for each item. The content field seems to bring in nothing.
Two contacts in one deal
hey guys, I use Bigin Premier and other Zoho products. Now I would like to host a charity auction for our members and I would like to use Bigin to process it. The problem is that the buyer and seller need to be saved and both should receive different
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