Sharing Dashboards and reports in Zoho Analytics
I want to send a weekly recurring email with the dashboard view embedded within the email to people outside of my organization. I'm using the Zoho Analytics web platform and would like to know what are my alternatives to do so.
Serial Number Management In Zoho
"Can i maintain serial number wise stock location (like rack 1,2,3 etc) stock grade (A,B,C,D)"?
Payment Notifications - DONT WORK
How come we get NO notifications on this out of the box? The most important thing in ANY business. Yea I see the alert when I click on the top right notification's icon inside books or the books app. BUT THATS IT. Just emailed a client saying when
Access to tables from Analytics?
I have Analytics as a white label. I am making a dashboard for a client, but do i have to give him access to the tables? It seems more logical to me to give access to reports and dashboards. what experiences can you share with me? Regards. José Rodr
Custom Layouts for Projects
While recording project details in your Zoho Sprints application, there will be times where you have to include additional information. Having fields that can help capture this additional information will simplify the process. We have now introduced custom
Editing custom fields of an SO with API hits customer's credit limit?
Hi, I'm using API to edit a custom field of an SO (with tracking URL so customers can click it in their portal), but I get error "Sales order amount cannot be more than the customer's credit limit". It looks like it's the same in UI. Instead of just editing
Moving the login icons
Why would you move Invoices from a front page and easy to reach section where we click, to now having to scroll several screens just to get to the program. You grouped them in finance but it is far down the page. Can't OUR apps float to the top based
Changing margins for part of a document
Midway through a document I needed an image to fill the whole page, so I changed the margins on that page to none. Now I want to reset the margins on the following page to normal, but every time I do so it resets the previous page as well even though
Outlook 365 and email integration with Zoho CRM
I use Outlook 365. Is there a way when sending outbound messages to clients and prospects to paste that email within that specific customers accounts notes section? Thank you!
Is it possible to send automatic SMS appointment reminders?
Hi there, We would like to send SMS notifications to our patients phones 24 hrs before their appointment. Any guidance how this could be set up would be much appreciated, thanks!
gruppierte Rechnung nochmals erstellen
Szenario: Ein Kunde hat 2 Abos die durch die Gruppierungseinstellung in einer Rechnung am 1.3. an den Kunden gesendet wurde. Jetzt stellen wir fest, das in dem einen Abo ein falscher Artikel berechnet wurde. Die Rechnung muss storniert werden. Eine neue
Zoho Sales IQ Zobot does not save new chats to leads despite being integrated
So I tested some features of Zoho Sales IQ by creating a Zobot based on a Youtube Tutorial which simply ask the user information such as their name, birthday, and phone number. I also integrated a Zoho CRM account using the integrations menu. However,
Can you set the default country code on a Zobot 'tel' input card?
Hi I'm using input cards on my Zobot. The 'tel' input card for phone numbers defaults to adding a +1 (USA) country code. Can I change this to +44 (UK) because all my customers will be British? The documentation doesn't mention this as an option so I suspect
Unable to save integration in Desk
Hi, we are trying to integrate ZOHO CRM with DESK but from another customer, the integration looks like is correct after the authentication steps but when I hit CONFIGURE button and then select the Fields to be sync, I try to save the changes in order
How to disable chat window in SalesIQ
Hello, I would like tin subscribe for SalesIQ for visitor tracking for our website. But also, i would like to disable the chat window from my website. Let me know, how i do that? Regards Shibu
Zoho Desk Portal SDK for IOS
Hi, When will this be released, compiled with 5.1.2? Im getting error message when attempting a build in XCode 11.2 Module compiled with Swift 5.0.1 cannot be imported by the Swift 5.1.2 compiler: / ZohoDeskPortalSDK/native/ZohoDeskPortalSDK.framework/Modules/ZohoDeskPortalSDK.swiftmodule/arm64.swiftmodule
Error in integrating Zoho CRM and Zoho Social
I am integrating Zoho Social in Zoho CRM. I am getting an Error - "Error while creating Brand. This portal is already mapped to another CRM account" (attached is the screenshot). Please guide how to fix this.
Creating tasks in Projects from a ticket in Desk
How do I create task/issue in Projects from a ticket received in Desk? I activated this extension and cannot see that any change has happened in our Desk account - no additional items were added to the actions dropdown in a ticket...
CNAME redirect - 400 Bad request
My redirect worked until today, suddenly I am getting "400 Bad request" when trying to redirect via mail.bacigal.eu mxlookup also shows that entry exists: https://mxtoolbox.com/SuperTool.aspx?action=cname%3amail.bacigal.eu&run=toolpage Login directly
Problem
Help
Code to Copy Data from one module to another module based on Look Up Field Value
Hello all, I know this topic has been discussed, but unfortunately I could not make it work. I need the following - I have two modules - Module A with Record A that has Field A1 and Field A2 Module B with Record B that has Field B1 and Field B2 In Record
can a group see the reply of a group email?
Hi there, if I have a group email sales@mycompany.com and two member Alfred and Berta. My observation: When a mail is sent to sales@mycompany.com both see this mail in their inboxes. If Alfred replies, he will reply as sales@mycompany.com. Now Berta
Call button in Task 'Scheduler'
Hi there, Our telemarker works off Lists that have been created using various filters. How do I add a 'Call' button on the page that lists all the tasks? (see attached screenshot to illustrate the page I mean). The phone number is displayed on the right
USE DIFFERENT EMAIL
How to send emails from different email expect zoho.adminuserid using custom function I have already added 2 emails
To to insert chat code inside button?
I have a beautiful wordpress theme already built with a spot for the live chat button. Can someone please walk me through what coding I would insert into this button so that when someone clicks it, the chat box will come up? It looks like I really only
Tip 28 : How to auto-assign profiles to portal users
Hello everyone! This tip will talk about our most popular feature—Customer Portals and how you can auto-assign profiles to your portal users. But before we deep dive into this tip, let's run through some basics: About Customer Portals Portals are web
Workflow doesn't detect update from custom function
Hi, I am trying to apply a tag to a Contact based on a field that is updated through a function that captures data from a custom module. I created this workflow (see attachment) but nothing is happening. It looks like Zoho doesn’t know that the Contact
How to implement the @Mention capability of Notes CRM in a Creator app?
Is there a way to implement the @Mention capability of Notes CRM in a Creator app?
How to reference a checkbox value to show/hide fields in a Form
Hi, I have been using Creator for about 6 weeks to create an urgently required system and have found it very easy to pick up and produce a usable system for my users that is meeting all our expectations. Most of the system has now gone live and our users have added over 3000 records in it in the last two weeks! However, additional functionality has been requested which I am struggling to deliver because I can't find reference material to assist me in this learning process. I have a form where
How to convert zoho.currentdate to a Creator date field?
data_map = Map(); data_map.put("Arrived_at_GS",zoho.currentdate); info "Output from zoho.currentdate: " + zoho.currentdate; info "Output from creator.getRecordByID: " + zoho.creator.getRecordById(zoho.adminuser,zoho.appname,"All_Production_Tickets",input.ID,
Tip #9: 5 common spreadsheet errors and how to solve them
Functions can help you automate your calculations and pull important insights from your data set. However, if something goes wrong with these functions, errors occur and make your spreadsheet less reliable. These errors usually have a cascading effect,
Multiple Accounts
A partner company has just purchased Recruit and he wants me on his system. When I accept his invitation I get rejected and told I have to delete my account to be on his. Any way around this?
Mail Not Delivered
Hi Team, When I am trying to send email to recipients through Zoho help desk, But it doesn't deliver and it returns the below error message. mailer-daemon@mail.zoho.com To <support@optisolbusiness.zohosupport.com> This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Mon, 18 Sep 2017 06:31:21 -0700 from support@optisolbusiness.zohosupport.com [support@optisolbusiness.zohosupport.com]
Backorder tracking
We are a wholesale company import from different countries. We get shipped by ocean containers. It takes up to 3 to 4 months for shipment arrival. At least half of the items we order is non inventory items because it’s custom made for particular customer.
Zoho Desk ticket status costumization blank page
Hello, When I try to access ticket status costumization, I get a blank page. I tried on Chrome, Mozilla, and another account in my company.
How to Integrate Zoho Inventory with 3rd party app (PHP website)
We are an authorized partner with Zoho and we have a client, who wants to integrate their PHP website with the Zoho Inventory and Books. We tried hard but couldn't achieve success. We want to integrate the Zoho inventory with the PHP website (2-way sync)
cost of goods sold
Dear team, Where can I find the cost of goods sold per month?
Zoho Inventory - Purchase order imports are case sensitive
Hi, I have imported my inventory items. When I import Purchase Orders, the system creates new items when item SKU is not exactly the same 'Case' eg. If item SKU is "ABC". I import "Abc", then a new item is created Is there a setting to turn off Case
Retrieve Username in VBA
In Excel I can utilize the username of the individual logged into the computer with Environ("Username"), is there any similar function in Zoho sheets so I can retrieve the name of the individual logged into Zoho? Thanks Jon
Say hello to your agile chatbot assistant — Scrum Bot
Hey everybody, We've been working on cool integrations and extensions these past few months, and here is another one in line for you, waiting to be of service to your team—Scrum Bot. Scrum Bot is a lightweight adaptation of the scrum framework, and it's designed to take up the role of a Scrum Master without the extra effort to implement and manage Scrum for your team. Setting up Scrum Bot for your team 1. Like all extensions, Scrum Bot can be downloaded from Cliq Marketplace. Here's the direct link
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