Zoho One Social Facebook Groups
I get only being able to have one Brand (although I think that is silly, I am one company with 3 different websites). Anyway, but why only one GROUP. One of my brands has at least 5 groups. Perhaps instead of the brand limit, have the same number of brand
How does Creator handle multi-user access and other tidbits
Hello, So I am relatively new to Creator 5 but not to programming itself. But I need some clarification on a few things and couldn't find this answer anywhere in the forums. Sorry for the long post but I cannot find this info anywhere. I am heavily modifying the Help Desk app and am scripting a ton of actions. I have several clients (not part of my company) that I want to be able to use this app for their own internal use. I understand that logged in "users" will only see the records they have created
Mistake, pleasure ignore
not needed. I will remove the address from my list.
Pre-fill forms on Zoho forms?
Seems like this would be something easily found on the forums, but I'm not easily finding documentation on this. But, how can I pre-form fields for an embedded form? IE - they click a button - I want to know what button and where they clicked from.
Changing Percent Complete doesn't change Status
When working thru the Task View on a project, I can use the Percent Complete dropdown list to indicate progress on the task. However, if the Status was Open and Percent is Zero, and I then change the Percent Complete to something other than Zero, the
specific timeframes
Hello, we want to do a roadshow and therefore we want our customers to book appointments/services in different cities. for example: 1. New York (Date: 08/01-08/10) times/services available from 1pm to 6 pm 2. Dublin (Date: 08/11-08/13) times/services
Stop auto creating name all in lower case from email address
It's only a small thing but creating users properly is a nightmare because you just make then use the first name of whatever is before the @ in their email address. Took me ages how to actually change my own name from 'geoff' across all Zoho projects
Receives a blank message on SDKException using PHP SDK version 3
I am trying to add a Quote record and I need to attach an account to it. I have a logic that if account is not existed in the crm, I will create a new account record and use it to attach in Quote record. But when I try to add a record on account module,
Webinar: kein Audio und Video-Bild
Wir prüfen derzeit die Durchführung eines Backstage-Events über Zoho Meeting, weil es die Integration gibt. Oh oh oh, sage ich nur. Angefangen dass der Event-Owner nicht der Meeting-Owner ist. Im Webinar wird nun das Bild des Referenten übertragen, leider.
What is the full Deluge invokeurl code to GET / SET subform records of a custom module?
What is the full invokeurl to GET / SET subform records of a custom module? Thank you. Ken
How to track invoices that are "Marked as Sent"?
We have a problem where some invoices are automatically "Marked as Sent by Mike" when we look in the invoice history, and noticed that these invoices aren't actually being sent to the customer. We don't know of a way to track these invoices that are Marked
help with base64Encode
A while ago I posted an issue I was having with using Star's passPRNT software with ZOHO Creator. Star told me that I needed to convert the URL I was passing to it to base64 before sending. No problem. I changed my code to use zoho.encryption.base64Encode to encrypt the URL, then I tried to pass it (via OpenURL) to passPRNT. Unfortunately, this also did not work, but I did find one clue as to why it didn't work. After I encode it, I use OpenURL to pass the URL to passPRNT. But there's a problem:
Embedded form problem in Safari
Within Safari, our most popular embedded form is showing "Please wait..." with a rotating arrow that never goes away. Only by right-clicking and opening the embedded form in a new tab does the problem behavior resolve. Is there a Safari-specific issue?
Adding Customer's Name to the Booking in Calendar
When a customer books an appointment, it syncs with my calendar. However, it only shows a service there, e.g. "Support Chat" or "Initial Meeting". After a number of customers do it, we have lots of such identical entries in the calendar without knowing who a chat or meeting is with. We have to open each calendar entry to find out. Can the name be added, e.g. "Support Chat with _______"? Interestingly, I also have an integration with Zoho Meeting and that module is set up to show exactly that, "Support
More Author Diversity in "Quote of the Day"
Dear Zoho, One of my employees pointed out that there is a lack of diversity in the authors of the daily inspirational quotes that are showed when Cliq is started and on Cliq home screen. Of the last 36 sign ons, two quotes have been by women, two anonymous,
Clean e-commerce CRM with leads & sales
Hi All, Trying to obtain the following: Leads are entering the system from various sources (SalesIQ, Website forms, Emails etc) and sales orders are entering the system directly from our e-commerce store, which is running Woocommerce. My goal is to keep
Adding Users to Zoho Forms
Hello Team, I am trying to add pranav.komarraju@choco.com to my Zoho Forms team and I get an error message he is part of another organisation. I raised a ticket yesterday on a similar issue as well. My organisation ID is 20080266273 Pranav is also
Best way to analyze the performance of email templates
We have 133 templates that we use in CRM and an I'm seeking an aggregated way to look at their analytics (opens, clicks, etc.) so that we can quickly see which ones are performing well and which ones need refactoring. I think all the data is here because
Recording a fixed asset
I want to record a purchaser of a Printer. If I enter it through the Bill, there's no option of recording it as a fixed asset. If I try to make it an item, I am again not finding the option of putting the fixed asset in account. Pls help
Showing sales for a period in CRM from Books
Hi, Looking to find a way to show sales year to date (or whatever time period) on the accounts page in zoho CRM puling the data from Zoho books. The defualt section that appears shows sales over all time, but cant be limited to a resonable useable timeframe.
Keep Applications under the ZOHO One UI
Hi, sometime it happens, that from the ZOHO ONE UI an app opens in its legacy (in ots own) UI. This confuses our users. Is it possible to prevent this behaviour, or if not possible, is there a easy way to get back to the ONE UI from the applicatio specific
Export Pipe Delimited CSV out of Zoho Sheets
Hello Everyone, I have a spreadsheet that I need to export to a txt or csv file. I know how to export it as .csv file that has a delimiter of a comma. However, my data has commas in it. Because of this, we've set up our import code for our program to
How to prevent screen to power off
I use Notebook for lyrics to songs. Therefor it is terribly inconvenient that Notebook powers down soon after it thinks nothing is going on. It happens when recording audio as well. Any easy setting to fix that issue? best regards Vilhelm
Create a flow when an invoice gets marked as sent
We want to create a flow that runs when a Draft is Marked as Sent, but hasn't actually been sent. We have a problem where some invoices are automatically "Marked as Sent by Mike" when we look in the invoice history, and noticed that these invoices aren't
Syncing issues between Zoho crm desktop and mobile app
I have customized my companies layouts for Accounts, Contacts and Invoices. Why can't I sync those layouts with our mobile app? I have made the new layouts the default for those users and it appears like you can only change the layout manually on the mobile device.
Employ Forums with voting support
Hi, Zoho Desk comes with forums that allow voting. This is good, when Ideas you want to collect and evaluate ideas. However, these forums have a different UI when used from internal accounts. Is there anywhere else a forum, that can be used for employees
Get info from "incorrect" JSON from Zoho Analytic
Hello all, When you get info from the Zoho Analytics API, the JSON sometimes comes in a incorrect form. I am getting info from a report and the JSON comes this way { "ID":"81921000005496719", "Name":"Product1", "Total":"110.00"},{ "ID":"", "Name":"",
How Zylker doubled their webinar registrations!
Webinars are good educational resources to gather qualified leads for your product. But what if your visitors are dropping off from your webinar landing page without signing up? What more could you do to convert visitors into registrants? This is the
One agent doesnt trigger notification in Slack
Hello, I have one agent in our solution that doesnt trigger the Slack integration when updating a ticket. Everyone else does, and it works fine. The only difference i can see is that the email is from different domain, but i dont know if that could be
Can't reply to emails
Hi, I am struggling. Our IT department has turned on MFA on O365 and it seems to have had a knock on effect. We can no longer send emails from Zoho Desk. Does anyone have any ideas? Thanks.
Authentication API for Inventory
I'm trying to create an integration with Zoho Inventory but am hung up on the way the OAuth requests work. If I use Postman, no problem. But if I try to use python (because I don't want to manually interact with the API). I'm stuck on the first few steps
Can we fetch data from ZOHO CRM into a application under development?
I am a student and our team is given a project by a real client to develop a mobile application. The client has his data in zoho crm and want us to fetch the data (like info about his customers) in the mobile application and also push the data collected
VERY URGENT - Zoho Writer Currently Unsuable
Hello We have a Zoho One Account. I'm currently trying to edit a document in Zoho Writer. I can type in a whole sentence and no text will appear for 5 - 10 seconds, if at all, whilst the fan on my laptop spins up to madness. It seems to be the autosave
Prediction Field Formatting
We were very excited about the prediction field. Then we implemented it. We selected fields and the like. But when it runs, it needs a certain type of formatting... Fine... BUT YOU CAN'T CONTROL THE FORMATTING! Zoho, if you are going to go through all
Changing Tab Order
Hi all, I've noticed for tabbing through items on a form that it goes from top to bottom of columns before it switches to the next row. This isn't very intuitive for users as I have organized my fields to flow from left to right. Is there a way to change the the tab order? Thanks!
database
how can we give unique id to each customer in report
Accidently deleted draft
Hello, I was deleting old draft emails when I accidentally deleted the one I needed. However, it looks as though you do not send deleted drafts to trash! How can I get this draft back? Thank you.
Log time for other users
Is there a way to log time for another user for a particular project. I manage a number of contractors and sometimes I need to enter their times in Zoho Projects. I can view the time sheet for a particular project, and from there I can see the time sheet for a specific user. I can even edit another user's times. But, I can't add new time to a project for another user - it always ends up being added to my own time sheet.
Custom Reports - Account report that lists associated contacts in different columns
I'm hoping there's a simple solution for this. I'd like to create a custom report for accounts that lists each associated contact in a separate column by first and last name. Something like this: Account Name First Name Last Name First Name Last Name Shipping Street....... Columns 2-3 would be for the first contact associated with the account, 4-5 would be the next contact, and so on. Any ideas? Thank you advance, Jeff
Sms engagement in Campaigns
Hi guys, I would like to ask you if there is any sms gateway which will return in campaigns (or Zoho CRM) if someone has opened/clicked an sms or has opened the link inside the sms content? Lets say that we send an sms campaign to 40 individuals, how
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