Auto change deal when meeting owner changes
Hi all, I have a function I need help with. We have a business path that will automatically assign meetings based on meeting dates and other criteria, to prevent extra manual effort I want to change the deal owner automatically when the meeting host
Zoho Recruit Candidate Portal
Is it possible to customize the Zoho Recruit Candidate Portal vertical navigation bar on the left with icons to datapoints? wewants to have a candidates for self service research?
Using Creator / Deluge
I can't find any useful documentation on how to use creator /deluge. So far, I've managed to get an email coming in, and parsed the various components from it: content, header, from etc. How on earth do you parse the email contents properly in deluge.
Customer Portal Can't import Data from Cloud
As a customer portal. The user can't import data from cloud service 'Only local, copy ...'. There is no option to allow my customer portal to import data from could. Is it a limitation or we can do that someway?
View Project Name on Project Documents
When you add a document to a project there is zero indication on the document what project it is associated with. We have many similar projects with similar documents. When you have many browser tabs and documents open, without something to identify what
Pass Approval Comment to Form
Hi all, is it possible to pass Approval Comment from Approval workflow to other form? I can pass information such as zoho.currenttime or zoho.loginuser to the form in that trigger the Approval Workflow, but I would like to pass the Approval Comment from
Support for Arbitrary Web Fonts
I have already received a courteous response from Joseph S on this matter and it essentially said they are working on it, but cannot give any ETA. None the less, I would like to reiterate its importance here. Summary: I would like to use arbitrary web fonts, not just those that are already supported by Zoho Show. Zoho Show provides many web fonts, by using which slides will look as they are intended across platforms. This is great news because people nowadays look at slides on Zoho Show from many
Dashboard data permission based on user
Hello, We have a dashboard full of widgets, charts, ... with data from different applications. How is it possible to share this dashboard filtered so that each logged in user (non admin) only sees their filtered data in that dashboard? Picture in attachment
Is it possible to send push notification to Customer Portal mobile app please?
Hello, Is it possible to send push notification to Customer Portal mobile app please? Thank you for answer :)
How to send push notification to Customer Portal mobile app?
Hello, I am trial user and trying to send push notification to Customer Portal mobile app but notification not coming. I did it according to this: https://www.zoho.com/deluge/help/pushnotify-using-deluge.html zoho.pushNotification({"overlapsro@gmail.com"},"New
old vs input
Hi, Can anyone direct me to more info about old.<fieldname> v.s. input.<fieldname>? It seems useful on evaluate if any change has been made to the field. Thank you in advance.
Tthe value of the fields are displayed but i want to add plain text to make the values meaningful..
I need help please.. in this screenshot, the value of the fields are displayed but i want to add plain text to make the values meaningful.. So like 14 is the age of the device but,i wan to add before the field the text "Device Age 14" Thank you
Can reload drop-down box by Deluge code?
Hi When click on the "add new" in the drop-down box to add a new value, how to use code to reload the drop-down box imm again, for example, has three values before did not add, add a new value to update the display immediately after four values, I know ZC has reload form function, could you use code to reload the field of drop-down box? Thanks Stanley Guo 2013-5-21
sort by date automatically the records displayed in the associated blocks
Hello, how to sort by date automatically the records displayed in the associated blocks on a detail view. I can sort them by date in their respective report or from the application interface but do not make it appear sorted automatically. Thank you
Page parameter not passing to form field
Hi, I'm trying to pass a simple text value to a form field in a page using a parameter. I'm sure I've achieved this easily before so need to double check. I've checked the parameter is being passed by adding a panel to display the parameter value which
Bulk Update Error
Hello everyone, I'm having a problem using the bulk update feature. I am trying to update the properties of some contacts which is done in a for each loop which I have a map containing a list of items to update e.g Nb: Numbers have been edited for privacy
How to create an invoice approved with API?
Hello all, We have the approval process activated in our Zoho Books but we want, under certain conditions, to some invoices created through API to be automatically approved. I checked the documentation and I could not find any way to achieve this, and
filter by last_modified_time
Hi there, We are trying to query chart of accounts and contacts by last_modified_time and we are getting the following error. Please advise on what is the right format to pass for last modified time. Request Posted: curl -v -L -X GET 'https://books.zoho.com/api/v3/chartofaccounts?organization_id=XXXXXXX&last_modified_time=2022-22-01T05:03:00+0000'
SLA's
Hello, I'm having difficulty getting SLA's to work for issues within Zoho Projects. We are trying to implement this in our company. I've reviewed this guide: https://help.zoho.com/portal/en/kb/projects/settings-in-zoho-projects/issue-tracker/automation/articles/sla#More_about_SLAs
Anrufe aus Telefon-Fenster der Chance zuordnen
Warum ist es nicht möglich, eingehende oder ausgehende Anrufe direkt aus dem Telefon-Fenster (PhoneBridge) einer Chance zu zuordnen? Derzeit müssen total aufwendig die Anrufe im Nachhinein bearbeitet und der Chance zugeordnet werden.
Contacts to Multiple Accounts
Relate a single contact record to multiple accounts and easily track the relationships between the customers and businesses they work with. If you tried the beta feature, please share your feedback below. Your feedback will help us refine the finer details before releasing this feature for a larger audience. P.S. If you haven't requested the beta yet, you can do it now here.
Tip of the week 93 - Re-enrolment feature in Zoho Campaigns
What can be better than reaching out to the maximum contacts in your mailing list? It is to include even those who have shifted from your engagement strategies midway. Now, as an email marketer, you have heavily relied on automation. After all, it
Automatically convert sales order to invoice after 30 mins
Hi team - is there a way to automatically convert sales orders to invoices after 30 mins. I tried to do a workflow but there is no field update for sales orders status. Can this be done? Is this done using a custom function? Can anyone help me with the custom function? Thanks in advance
Lead to Contact conversion for existing contact
Hi there, We get a lot of leads from webinar registrations and collect some new information in a new custom field, e.g. a tick box in a field called "request webinar invites". If the person already exists as a contact (the same field exists there), and the the field was not ticked, I had hoped that when I choose "add to existing contact" that the tick would be transferred. But it doesn't. It's correctly mapped in the conversion mapping. It works fine for new leads that are not yet in the system as
New feature: One-on-one services get their own booking preferences
Dear Customers, Booking preferences for your services are set at a workspace level. It works great when they all follow the same policies. What if you wanted your services to have policies and preferences of their own? With service-level preferences,
Zoho People : rendez vos formations plus efficaces
La formation est essentiel pour aider vos employés à progresser dans leurs carrières respectives. Cependant, même une petite erreur dans l'organisation des programmes peut, d'une manière ou d'une autre, réduire leur efficacité. Découvrons 5 clichés à
Creating BOM Estimates in Zoho CRM
Every business is unique and we are always challenged by clients on how to overcome some of the most complex processes. Our Bill of Quantities estimating is used by other Zoho Partners, Professional Service Industries, Builders and businesses in High
One customer database for two companies
We currently have two organisations in our group, one uses Zoho and one uses Pipedrive. The wish is for everyone to use Zoho - but do we have two separate accounts (therefore core customer data being in twice and needing to be maintained in 2 places),
Why is CRM the only app without rich text notes?
It's funny that we can use rich text here in this post, but we can't use rich text to make organized and formatted notes in the CRM. Zoho Desk features Rich Text for ticket descriptions Zoho Qntrl features Rich Text for cards Zoho creator allows Rich
Automatically create and assign custom module record
Hi there, I want to create a function but struggling. I want to create a process so whenever a deal is marked Won a new custom module record is being created and associated with the related Deal. Also, would like to pull some data from the Deal module
Writing a Zoho CRM variable into a standalone function.
I've saved some Oauth token information from other services into Zoho CRM variables. Usually, I have no problem accessing these when making functions, so long as my function is associated to a module. In this case, I simply edit the function, add a variable, and select any variable from the linked modules. However, it seems like there's no way of doing this for a standalone function. When I try to add an argument, it only lets me enter a text string. It doesn't let me call upon the CRM variables.
Relating emails in Zoho Mail to Projects
When using Zoho Mail, I would like to "attach" or relate that email to a particular project. In this way, when I open the project, I can see all of the emails which relate to JUST that project. This would enable me to look at a project, and review the history of communications on that project. This would be a tremendous help.
how can I link data from zoho creator to zoho Book with the same ID by zoho flow?
I wanna to add record in zoho book once created in zoho createor but i face problem in matching fields by custom ID
Quote - larger products' images
Hi! Is there a way to product's image on quote get larger? It seems it's around 100x100px, we think it's só small.... I inserted it with selecting the image field from products' module. Tks Paulo Moderation Update (February 2026): We have a separate post
How to map Contact billing and shipping address fields to a new Quote
We would like to add a new quote without having to type in the billing and shipping address manually. How can this be set up?
Is there a way to view Ticket Email Headers
Hello, The show original option does not show the email headers from the ticket. There are instances where we need to verify the authenticity of where the email originated. There for looking at the email headers would allow us to verify this information.
Update a field in Contacts from a custom module
Every time a new entry is recorded in a special module, I would like a specific field in the associated contact (through the email) to be updated. The field in the costum module "Vingo Rides" is "RideStartTime" The field to update in Contacts is "Last
Connecting WorkDrive and Zoho NoteBook
Is it possible to connect Zoho WorkDrive and Zoho NoteBook?
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How do I get the "My Tickets" section to display in the help center for the end user?
I cannot figure out how to turn that on, also the community never displays either
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