Zoho Books modules in Zoho CRM Mobile App
Hi there. I was trying to access Zoho Books modules from Zoho CRM mobile app, and yes, we've integrated both apps for a long time now. But I noticed that they are not in the mobile app. This is inconvenient and for some of our prospects, can be a huge
Multiple filters for the same data in widgets
Hi, I'd like to set up a widget that shows the values of the same data according to different filters, like this: Primary value: Created time - This month Secondary value: Created time - Custom range Is this possible?
Run Your Events Smartly With Zoho Backstage
Digital events have connected and resonated with customers more than ever after the pandemic hit the world. There was no need for being present at a physical location or even worry about transpiration access to attend an important event. No matter where
associate contacts on account to a deal
is there a way to automatically associate all of the contacts on an account to a deal when created? maybe through a function or workflow?
Workdrive is reuploading folders that are deleted
We've been doing reorganizing in our company, and we are deleting some of the folders that are not necessary anymore. However, we noticed that after some time later, those folders that are supposed to be deleted are automatically re-uploaded in the
Show message when sales order meets condition
Hello, Is there a way to show, in deskto pand mobile, a message when a sales order meets some condition? We thought we could do it with validation rules but these ones are made to block the sales order creation when the criteria is met so it does not
Specific attachments visible for specific users/roles
As of now, it is not possible to let specific attachments be visible only for specific users/roles (see question below). I want that only specific people can see attachments within a module. Any other users who want this feature too?
Reports - Agent that closed ticket
Is there a way to run a report to show what agent closed a ticket?
Knowledge Base blueprints for drafting, proofreading, checking and approving articles
We have some workflows in place to release technical documentation which require a process management structure where we : first announce the requirement for a specific article topic (the announcement/request phase) then analyze the content requirements
Individual Records can now be shared with Roles and Groups
Dear All, Greetings!! We have a quick update about our record sharing capabilities in Zoho CRM. Let's go! As you must be aware, an individual record can be shared with up to 10 users via private sharing or with all users in the organization via public
Automatically update the list price in Zoho CRM price books and quotes
Hello, I am evaluating Zoho CRM currently for use in our organisation. I can import products and unit prices however I am unable to automatically generate the List price which is causing me a problem. I need to have 3 scenarios 1) at the very least we need to be able to automatically generate or import list prices when adding multiple products to a price book. Ideally: 2) We need to be able to create a default pricebook that automatically applies a standard margin when creating a quote. This should
Zoho CRM API. Get Product Details of a Quote.
Hi, I want to get the product details of a quote with API. I've tried many combinations but I got error from the server. https://crm.zoho.com/crm/private/json/ProductDetails/getRelatedRecords?newFormat=1&authtoken=XXX&scope=crmapi&parentModule=Quotes&id=1515388000000113137
Merge Tags in Zoho Show?
Is it possible to have merge tags in Zoho Show pull in from Zoho CRM? Use Case Scenario: I am giving a sales presentation to a CRM Lead using Showtime and a Zoho Show as material... the Zoho Show slides can pull in automatically the Lead's First Name
Setting a Scheduled Call to a Certain Time
I'm using the schedule call function for new leads, once a lead matching the criteria is created I want to schedule a call for users + 1 business day at 4:00 PM. Currently when a new lead is created it schedules for 1 business day at the created time. How do I change the script to addBusiness day at a specific time? Thanks leadDetails = zoho.crm.getRecordById("Leads",leadId); createdtime = ifnull(leadDetails.get("Created_Time"),"").toTime("yyyy-MM-dd'T'HH:mm:ss").addBusinessDay(1); mp = Map(); mp.put("Subject","1st
REST API: Creating a Sales Order with a Contact_Name
Hi, I'm trying to use the REST API via Postman to load some historical sales orders. I have a basic example working, but when I try to specify a JSON object for the Contact_Name field (so I can link the sales record being created to a contact), I get
Hiring Managers - submit job requisition
How can job managers send a job requisition via Zoho Recruit?
Calendar is now updated in the latest version of the Zoho Projects iOS app
Hello All, In the latest version of the Zoho Projects iOS app(v3.5), we have brought in support for calendar module along with iOS14 compatible widgets and wind down shortcuts. You can schedule meetings, organize your tasks, events etc. safely and securely
Plugin for Analytics
Hello All, How can I create a plugin setup for Zoho analytics wherein I can push data from third party application to Zoho Analytics table? Do I have to create something on Zoho Catalyst or using Sigma or what? Please guide me here.
Can't publish posts
Hi, I'm trying to post on FB and IG but I keep receiving an error message every time, can someone help me, please? This is the message I see: Facebook Page: Uh oh! This post couldn't be published. Please try publishing after some time.Instagram Business
Customize CSS
Hi there, How can I change the custom theme CSS information ? For example I would like to change the input field background color, add another font via CSS, change the padding, etc. I have the paid version of Zoho Forms and seems strange that there's no way to properly edit the CSS.
Out of office
How to add out of office settings for all USERS? Instead of setting it up individually. I tried setting an auto response for our organizational group but it seems like it only works when they emailed our organizational group email.
How to simulate a Quick Filter on Single Line field in List view?
How to simulate a Quick Filter on Single Line field in List view?
Inconsistent Autocomplete
Throughout my Zoho Sheet document, it seems that most of the cells will not autocomplete. If I enter information in a cell and want to add that same information to information in a cell below it, most times I will have to type the entire string of words
Outlook stopped syncing IMAP two days ago.
Switched my PC on Sunday morning and Outlook kept on asking for password for imappro.zoho.com and neither my usual password (which requires TFA) nor my app specific password worked. I have tried on two different PCs, both win10 and Office 365. ALSO when
Outlook da kullandığım senaryoyu (script) zoho da nasıl kullanabilirim vba vs html ?
Merhaba , Şirketimiz zoho programına dahil oldu lakin çok yabancıyız lakin sevdik zohoyu vba kodlamasında zorlanıyoruz .Daha önceden Outllok umda kullandığım VBA kodlamasını zoho ya adapte edebilmem için yardımcı olabilir misiniz rica etsem. Outlook VBA
Need Deluge access rows and columns in a pivot table
Can you provide some sample code to access the rows and columns of a pivot table? I can rely on using a named range but where does one name / change name of the pivot table? Just need a little sample code to get me going in the correct direction. Thank
Email header coming through and displaying in comment when member comments via email.
Attached is the result of someone commenting on a post by replying to an email notification. Please let me know if there is anything that can be done to prevent the signature and/or the the header from the email they are replying to from coming thro
Linking Vendor Purchase Orders to Deals
Hello, I'm trying to figure out the best way to utilize the Purchase Order function in the CRM. My client is in construction and tracks all opportunities in the deals module. Once a deal is won, I would like a way to link the vendor's purchase order to
Ability to report on Agent Resolution Time
Is there a way to report on agent resolution time? We have a hold status of awaiting on customer reply that we would not like to include in the business hours resolution time ideally. Any one have a solution for this that I am unaware of?
Unable to configure Shopify extenstion
Hi Team, I want to see the shopify context for the tickets. but shopify extension is not getting configured
Using grouping Total is showing wrong for one of grouping in Report .. strange
Hi, In report, based on requirement we have did grouping.. and it was working fine for last few months; but Today one of portal user send this screenshot. Check the total .. instead of 78 it is showing 128 , how ? Please suggest me how should i fix this
Transpose every x number
Can you help me with doing the following using Macros? Transpose Every X Number of Rows in the Zoho worksheet. I have one column saying 'A' with 1200 rows. Using Transpose will be time-consuming at each and every row. Once I select Column 'A', I would
The month that was at Zoho Workplace| March 2022
Dear Community, Hope you're all doing fine and staying safe. For the month of March, we have a few exciting updates across Workplace applications. Here's the list of updates we've got for you! Get alerted! Don't be concerned about accidentally replying
Outlook 2016 is not receiving emails (IMAP), but it is connected all the time
Hi All, I need your help to fix the issue I have with my outlook on this email. This is what happened: I configured my email on outlook using IMAP and Two Factor security without issues. I have been using this configuration in my Outlook 2016 without
Attachments lost when editing an email template
I have a big issue, we created some templates that we wanted to personalize for each deal and we added to these templates two attachments for each, but when editing the template, we loose the attachments, they are here when i send the email but they are
"The input passed is invalid" when registering domain (First time)
Hi everyone, I faced with issue regarding a domain registration into Zoho Mail system, it always says "The input passed is invalid" even after clearing cache, switching browser, and re-logon. I can't try any other domain because I only got 1. Please
Autonumber subform rows through deluge script
Hi all, Ive been trying to create a numbering system for each new subform row added. The problem ive come to is on add row, it doesnt show show the value Im trying to display Here is the code ive tried: on Add row: linecount = 1; for each item in Items_Ordered { //This will autonumber each new line added in items ordered items.Line_Number = linecount; linecount = (linecount + 1); } The output I'm looking for is to have each new row added contain a row number, starting at 1 and increasing
Problem with Archived Tasks
How to stop the tasks from automatically getting archived? Also I cannot see the drop down button for pending tasks in up right corner
When I "Submit to Client" my clients are not receiving any emails - URGENT REQUEST
I am trying to submit candidates to my clients but it hasnt been working ! please help I put through something in the last 24 hours however no response. My clients are not receiving the emails
What's New in Zoho Books – February 2022
Hello, We're here to kick-start 2022 with the year's first What's New post! Let's dive in: Contextual Chat You can now chat about transactions and records with the users of your organization, from within Zoho Books. Contextual chat is powered by Zoho
Next Page