Data type alteration issue
Hi Please help, Zoho does not allow me to change data type on sale_date column from plain text to date. Thank you.
Change how a variable displays when executed within a custom module
I have the following code for a custom button within a new custom module I'm building: record_name = cm_returns.get("record_name"); cf_dealer = cm_returns.get("cf_dealer"); cf_item = cm_returns.get("cf_item"); cf_item_2 = cm_returns.get("cf_item_2");
All notifications disappear if I swipe one (Android)
When I have several email notifications (on Android 12), if I expand the drop-down list, then swipe one away, the rest disappear too. This only happens with Zoho, no other apps. With other apps, I swipe one notification (from the drop down list), and
Read support email contents in workflows.
I am building workflows to help route tickets based on the contents of support emails which trigger a Ticket creation Zoho Desk. The issue is I assumed the contents of the original email would populate the "Description" field of the ticket. This is
ASAP widget close button
Hi: The close button on ASAP is not intuitive for the users to find. I have seen so many of our users struggling to find the close button on the widget. it's very unintuitive to find the close button on the left bottom. Can this be moved to the top right, please? I am happy to show the various customer recordings that we have with your product/engineering team. It's a minor UI change but would be a huge relief. It's painful to watch a user struggle to find the close button.
Zoho Show - Deleted Slide Still Plays
I have embedded graphs from ZOHO analytics displayed using ZOHO show. One computer I use in my office to create and edit the slideshow(s) and I have another computer hooked up to a TV on my shop floor to continuously display the slideshow on a loop.
Duplicate Emails appearing in CRM
I have a problem where we have multiple people sharing a common account in Microsoft Exchange in the Cloud so they all see the same inbox, sent items, etc. We are using IMAP integration. So far we have we have 2 people connected with Office 365 and 1
Bank transactions not pulling to Books
Hiya, For some reason my Zoho Books has stopped pulling through my bank transactions. Nothing has been changed. I have tried to deactivate the feed and delete it then add the account again but it is still not working. Any ideas on this please? The bank
Bank Feed is active but no transactions are showing
Hi, The bank is active, but the transactions arent showing on Zoho so the connection doesnt seem to be working correctly although it has done previously. Can anyone help? Thanks
Zoho Cliq on Desktop Save Password!
Is there a way to save the password in Cliq Desktop application? I have to retype it everytime I power on my computer and it is super annoying and inneficient!! If not is there any workaround for this??
Company Registration in India | Private Limited Company Registration
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how can I chang the primary contact for a deal?
I have associated multiple contacts with my deals. When I look at the "deals kanban" view I can only see the first contact associated with that deal. In my deals pipeline I frequently get in contact with someone from a company, but later someone else
Sync with CRM down again
Our Data Sync from CRM to Analytics has been showing as 'Sync in Progress" for over 45 minutes now. Is the sync functionality not working again?
Can not see the underlying data.
When the user is not logged in, the underlying data option is not visible. I have also enabled it from the settings. I have attached the Screen short for your reference. Before the underlying data was visible without login.
pdf Markup
I think Workdrive is implementing some groundbreaking features and wondered if Zoho would considered offering basic pdf markup in the future? This is availble in a ton of specialty cloud software now like Bluebeam and Plangrid, but to my knowledge not in a single Workdrive competitor such as Dropbox, G Suite Drive etc. It would be great to see Zoho be the first to market with such a feature among the mainstream cloud document services. Thanks
Cannot sign in to the email app (Android)
Whenever i try to sign into the email app on my phone, after i put in my credentials it comes up with: Unable to sign in Error: BAD request or network error there is no problem with my network, i have full internet access. how can i solve this, ive only
I have problem with zoho mail error_code :550
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is it possible to link to zoho creator?
I am a user of zoho creator and i would like to integrate projects with it. Is this possible?
Newhire Workflow
I want to be able to create a ticket for a newhire and have several different tasks automatically created associated with the ticket. Is this something I can do with templates and workflows? If so how can I go about it? This kinds of tasks are confirming
How to integrate Creator with ZOHO Projects
Hi All, I get no help about how Creator integrate with Projects from https://help.creator.zoho.com/Integration-with-other-Zoho-Products.html. Is there any way for Creator to list projects from ZOHO Projects and then list project users for the selected one? Thanks, Roger
Mutual synchronization and invitation reflection between Google Calendar and ZOHO's main calendar
Some users (executives) in the organization mainly use Google Calendar. How can I sync the Google calendar that the user mainly uses with ZOHO calendar and share the calendar synced with Google calendar to other users in the organization on ZOHO? And
Unable To Receive Emails
My company has been unable to receive emails from around 12:30pm today. This seemed to have happened due to changes a customer service agent made during communication over chat. The change made seems to have affected the company being able to receive
Automated Follow Up Emails to Contacts
I need to set up automated emails to contacts within an account (which I changed the label to Prospects). The need is to send a general email template to any contact within an account (Prospect) if their hasn't been any new tasks modified in xx days.
Email follow-up, automated task
What's the best way to create a follow-up task when an email is sent to a contact? I want to make sure that our sales team remember to follow up on every email. Can a workflow with create a task based on "last Activity" be used? And what does "last activity"
Automatic email follow-up workflow
I have an email that is sent to all clients every month to book a meeting. We have a field option that is called "Client" and if it is set to "Yes" then we will mass email them through the Contacts module. We then 24 hours later review the "Sent Email Status" Report to see who didn't open it. If they didn't open it we then mass email those people with a 24hr email template. We repeat the above steps for 48hrs and 72 hrs. This is always done at the first of every month. How do I automate it? All
How do I clone or duplicate a CRM-Campaigns sync?
I have an existing sync on which I'd like to change the retrieval criteria. Since I know it's not possible to edit sync criteria, I'd like to clone or duplicate the sync so that I can change the criteria on the new sync. ALL the other settings in the
Split Payroll Transaction That Includes Draw and Inventory
It appears that Equity and Stock accounts are ineligible for split banking transactions, and I'm curious: a) Am I missing something? b) If not, why is there this unnecessary limitation? My use case is as follows: We are a manufacturer. A good chunk of
Return Anniversary Dates of staff
I am trying to query a staffing table I have set for scheduled imports into Zoho. My goal is to query all of the employees that have an anniversary in the current month. Below is the query I would write, but it looks like Zoho does not allow for GETDATE
Deprecation of Zoho Sheet's view.do API
Hello all, The Zoho Sheet view.do API (https://sheet.zoho.com/sheet/view.do) accepting URL and file stream parameters (provided in https://sheet.zoho.com/sheet/excelviewer) has been deprecated, and will no longer be available to use from July 31, 2019. Any code written using this API will stop working after this date. The Office Suite APIs are available as an alternative via Office Integrator. Learn more here. If you have any questions about Office Integrator, add them as comments below or drop
COMING SOON Robotic Process Creator ?
https://www.zoho.com/creator/whatsnew/creator6.html#feature-five From the ZC6 one page site. Any idea what this will be? @Support, can you tell us more? B.
How can I setup a view to review all my open tasks?
I would like to have a view that shows all my open tasks in all the projects I am working on, so I can perform a review on them. The challenge: the tasks should be ordered first by project name then by task list name. The views in Zoho Project I have been able to set up only allow to list the tasks either ordered by task name or ordered by task list name. Any idea? As an alternative I could also imagine to use a list of all the projects that contain open tasks for me. I could then click through list
Tracking A/B Testing Results of a Campaign in Analytics
Hi Team, I am trying to create a report that compares the result of version A and B of a campaign sent in Zoho Campaign. When I sync the campaigns to Zoho Analytics, I can't differentiate which is for version A and B. So, I would like to know if there
Tip 2: Perform customized actions on Codeless bot using Plugs
Chatbots are considered evolving technology which is a great tool to increase engagement and assist your customers ceaselessly. The platforms to build these chatbots are advancing as now you can build a complete business-centric bot with absolutely no
How to combine products?
Somehow i've got several products with the same name that show up as different entries in my products tab and searches. How can i combine the ones with the same name (since they are the same product IRL)? Thanks, Eric
Invite Customer portal users
We have a payment e-mail field in our app. Is there any way to send an automatic portal invite to that address if the customer doesn't already have a portal account? Additionally, how can we tell if that e-mail is already associated with a portal ac
For Each records with a Not Contains filter/parameter
Is there anyway to write a for each statement with a filter that "Not Contains" for each varRecord in customer [customer_name = "" && customer_type!="test"] { } Instead of customer_type!="testing" is there any wayt to right it so it would also exclude
Get Info from selected rows
Hello, Is there any way to get info from selected rows without deselecting them? We created a button to get the rows selected, but whenever the button is clicked the selected rows go unselected. We just only want to get one column from the selected rows,
Adding emojis to message in Zoho Cliq integrations fails
Hello, We have a form when is sent, it automatically sends a cliq message to a channel as a bot. We are having a problem adding emojis to the message. If we add any kind of emoji, the deluge editor deletes all the code from the place the emoji is placed.
Panel Filter does not apply to dynamic aditions
When you are seeing a panel with a filter and some user adds a task, the task appears dynamically even if it does not meet the filter you are seeing. It is a bug that can be very confusing when you have the panel opened in a tab to be consulted
Embed video
Is it possible to embed a video? It seems to work in the preview...but then it doesn't save.
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