Sorting Contacts
So the Bigin app lists all contacts in alphabetical order which is pretty useless if I’m on the road and trying to figure who my latest inquiries are from. I would like tosort them by a custom field - Inquiry Date. Is there any way of doing that?
Duo Two factor authentication
Hello, Do you support the integration two factor authentication (duo.com) within an App Developed Zoho Creator? I need to be able to insert the two factor authentication within the login form in certain circumstances (e.g. based on the user IP location). Please advise, Regards, Edson.
Sort Lookup field by frequency of usage when table is in another application
I have a list of items in App1,->Form1->TextField1, w/ an additional number field "Count" which will ideally collect the number of times each item in TextField1 is used in App2->Form2->Lookup. I think I know how to sort the Lookup in App2 once I have
Migrate to Zoho Books. How to import old invoices?
I am looking into migrating my data to Zoho Books. Currently using Zoho. My question is how to old customers and vendors opening balances along with their invoices with all line items? I have gone through the documentation and it doesn't make it clear
Bookings Notifications for Staff
Good afternoon. We are currently working on the trial version of Bookings as we review its usage for our client needs to schedule with specific team members. We set everything up and it appears to be working, with the exception of sending an email to
Can't create Manual in company wall
Have issues with creating Manual in Company Wall area. And also when I try to move to company wall from group. Just have connected new domain for it. https://connect.gdc.club/home
Group by and SUM
Hi everyone,
I want to group all the campaigns (there are 4) and add (total) the clicks and the amount (importe). I have this but it gives me an error. SELECT Campaign, Clicks, CTR, "Importe" FROM "AdWords (Google Analytics)" JOIN Tratos WHERE Fase
Focus Group webinar - Integrating Zoho CRM and Zoho Projects
Continuing our bi-monthly Zoho CRM integration series, by popular demand, we're about to discuss integrating your Zoho CRM system with Zoho Projects. We're going to discuss how to make these systems work hand-in-hand to collaborate efficiently with your
Zoho Inventory: 2021 in a Nutshell
Apart from these updates, we've made a lot of other improvements to Zoho Inventory which you can view by visiting the What's New timeline. If you have any questions, feel free to write to us at support@zohoinventory.com and we'll be happy to help. We
Zoho Inventory Community Digest March 2022 - a monthly rundown
Hello all! Hope you are doing well. We are back with another Community Digest for Zoho Inventory. This month, let's take a look at some interesting updates in the app along with feature spotlights, tips, and more. 1. Spotlight In the spotlight for March,
Not able to open Zohobook
Dear Team, Urgent request We are not able to log in on our Zohobook account. Kindly support.
Regarding credit note recent transaction of a particular customer
How to see particular customer recent transaction while creating credit note in zoho ??
How not to change Rate field while converting to invoice?
Hi.. We want to restrict a user from changing the rate field while convert to invoice? How can I achieve this? Thanks!
If an Agent is offline can I raise a notification to the team on a customer response?
Hi ZohoDesk, If an Agent is offline, on holiday for example, is there a way of notifying a person or team when a customer responds to one of the tickets where an Agent is unavailable please? Thank you! Rich
Suitable for Hospitality Industry
Hi This book is not so easy to maintain for Hospitality accounts, I have a suggestion for the same if your technical team can work for Hospitality account option.
Updates in Workplace| Jan and Feb 2022
Hello Community, Hope you're all doing good and staying safe. We at Workplace, have some important updates to aid you in increasing your productivity. Here are the product-wise updates for the months of Jan and Feb - 2022: Zoho Mail Clear clutter and
Commands alias
Hello, Is there a way to create alias to existing commands? For exemple make an alias so that /pendingtickets can become /pt instead. If not, is there a way to call a slash command using a new command I would create? Thanks
You have exceeded your file storage limit by storing your attachments.
I'm getting the error message "You have exceeded your file storage limit by storing your attachments. Upgrade your file storage or you can send mail without the attachments. " when I try to send an attachment with an image. How do I clear old attached files so I can email an attachment again?
Export a contact's list of a specific Category
Hi Guys, I created a custom segment called "category" (let's see the capture screen 1). Here I put the word "cliente". Now I would like to export the contact list with category "cliente" to import them into a facebook audience. Any suggestions? thanks
Sum up Related Zoho Expenses in the Deal module
Hi, Zoho support tells me it is not possible to sum up related Zoho Expenses to a Deal.... It sound to me as this should a very standard and basic feature. Anybody has a workaround ?
Desk /Deluge checking Macro's
How Can we check macro's used on a ticket with deluge in zoho desk
Trigger a flow when payment made in commerce (via Stripe)
I need to update 2 fields in zoho books invoice when an order is paid in commerce from Stripe. I don't see a paid trigger on Commerce? Anyone know a way to catch this in Flow?
How to pass Report Criteria/advanced filter in URL for Zoho Desk reports?
We have a report that we want to add an advanced filter to that gets dynamically set via a URL, so that our agents don't have to go and manually fill it out each time they run a report. I know this is possible in Zoho Analytics. I can't figure out how
Configuring a linked service between zoho (CRM) and Azure Data Factory
I am trying to configure a linked service in Azure Data Factory (ADF) in order to load the ZOHO data to my SQL database. I am using a REST API linked service for this which successfully connects to ZOHO. I am mainly struggling to select the proper relative
Idea Reports for Community
I'd like to have a report that lists all of the submitted ideas and their statuses. Also, it would be nice to be able to convert a Question into a FAQ in the knowledge base.
Auto populate a form without sending email
I would like to prefill a client's form from the CRM IN the CRM. For example, my employee would fill the form for the client, but we already have all the basic infos. Can I make it a related link ou a related list and prefill from the contact file? Or
Guided Conversations - Early Access update [February 2022]
Hello users! Have you tried out our newly introduced Guided Conversations platform available on early access yet? If not, no worries—we got you covered! You can still request access using this form, and we'll onboard you to our early access program. Since
After workflow is trigger can it send back the control to blueprint previous state?
I am using workflow and blueprint both for my real estate company. I want to implement this case. A salesperson marked the lead as not qualified and send the email to the manager and the manager can accept or reject this case. If the manager rejects this
Any status about log4spring
Hi Zoho, can you provide us with an official statement if and how Zoho is affected by the log4spring vulnerability? Thanks
Journeys and reminder loops
Hello - I am new to Zoho Marketing Automation and have a couple of questions... 1. For the main trigger event. I want to assign an email list to a journey. Would I start with an Open Email trigger (if so, where do I assign the list?), or an On List Entry
Checklist
Hi, Is it possible to add or update a Zoho Projects Task's checklist via the API? Thanks, Radu
Contacts not removed when syncing a custom view in CRM to Campaigns
I am syncing a custom view in CRM with Zoho Campaigns. The initial sync worked great. However, as customers are removed from this custom view in CRM, they are not getting removed from the list in Zoho Campaigns. These customers are not deleted from
How to integrate Zoho Projects with Creator
How to integrate Zoho Projects with Creator ? So I can pass the report link of my form to a field in the project details. I'm not asking about API as there is not much information on that too.
Mail Merge export as excel file
I have created a mail merge template that grabs certain client criteria from successful deals to simplify adding a new client in our software. The mail merge template grabs all the data perfectly (it is currently formatted as a table). I want to be able
All Email Notifications in one Email
I want to have all the Email Alert Notifications in a single email throughout a project. Example: I have created a project with many transitions in the blueprint and at some stages of the project, email alerts are programmed. A total of 10 alerts are
Multiple fields in a custom button in a related list
Hi I've a problem with custom fields in a button in a related list.. I want one property of the parent entity and the id of the selected child entity. As a result the values are only when I set only one value. Example: In a custom Module "Households"
Any plans to update the Linux client & compatibility questions
Hi, Are there any plans to update the Linux version of Notebook? Currently looks like 1.2.0 is the latest version and it seems to be behind Windows in features. If I use the Linux version wil I have issues with the notes I create when I work with them
Disable the Calendar pop-up on Date Fields
Hello, Would love the option to disable the calendar pop-up on date fields. This would be a helpful setting to have when adding the date field to a layout in any module. Not all date fields require the need to see a calendar - specifically on sub forms.
Tip #33: Restricting time logs for past and future dates
Here's a tip on how to restrict users from entering log hours for the past or future dates in the Timesheet. Once timesheets are approved the invoice is generated for the month. If an employee makes changes to the past dates, the changes will reflect in the reports of the subsequent month. Reconciling this data with the previous month's invoice can be confusing and time-consuming. To avoid errors, the users are denied permission to add or edit past hours in the Timesheet by choosing the Don't Allow
Email from Outlook not going into BCC Dropbox
We use Outlook and the BCC Dropbox plugin to get the emails into Zoho CRM. Most of the time this works fine however occasionally, an email does not end up in the Dropbox even though the sender has specified the BCC Dropbox in the BCC field of the email.
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