How to download a file from Creator?
I have a file upload field and I'm trying to download it to my desktop. I know about the API call which is supposed to download the file but it doesn't seem to be doing anything. file_download = invokeurl [ url :"https://creator.zoho.com/api/v2/myreport/file-storage/report/Upload_Report/"
Background image NOT showing
Hi there! I'm having problems to display an background image on Zoho mail when I'm designing the template email from my server. The property style: "background-image: url("image") does not work. What can do I to make it work? I also went to Zoho mail settings and it doesn't change anything. Thanks in advance.
Querying related list via REST API in custom module fails
I have a couple of related modules with API names "foo" and "bar". now there is a relation between the two, bar has a lookup field pointing to foo. trying to query the related list of foo record id 1234 via REST fails: /crm/v2.1/foo/12345/bar/ /crm/v2.1/foo/1234/bar/5678
Backing up reports and dashboards
The help page for backing up a database says "The reports and dashboards are not backed up". OK. So, how do you backup reports and dashboards? In other words, if I want to back up the definitions of all my views, reports, and dashboards, how is this
Get the context ticket ID to move it to a different department using custom functions.
Hi, My goal is to move a ticket from one department to another on a field update, using custom functions. I'm picturing the ticket as an object, so when I have it opened in front of me, and I want to apply the function to it, how do I pass the ticket
Milestone Templates
When we create a new project, we frequently have the same set of milestones and it would be very helpful to have milestone templates as well as task templates. donald.wickham
Dependencies Across Projects
Has there been any movement in development to add functionality of dependencies across multiple projects? https://help.zoho.com/portal/en/community/topic/dependencies-between-projects https://help.zoho.com/portal/en/community/topic/multiple-projects
Automatically fill a Deal field with a Zoho Form link
Hello Zoho Nation, I want to fill a Deal field with a Zoho Form link automatically. Here are the steps. We have a Deals email template that contains a link to Zoho Forms. When a new deal is created, the email is automatically sent to a technician on our
Changing colour for Project in Calendar view???
How do I change the colour of individual projects? Seems pretty stupid to only have one available colour. There is no way to quickly differentiate between projects. Also, no calendar view in the app???? What the heck.
Zoho Analytics
Hello, How is it possible to unselect "Others" in the the settings of a user filters for Actual periods. It looks like the select button is blocked and I cannot unclick it. See attachment. Thank you, Joshi
color of the hyperlink
Hi, Is it possible to change the color of a hyperlink in zoho campaing? Thank you Alexis
Adding negative contact scoring for bounces and inactivity
Hi As I would like to keep a clean database, I want to create negative contact scoring for bounces and inactive scoring for all our lists in Zoho Campaigns. Is it possible to create a contact score to identify regular bouncebacks and inactive email addresses?
Page rule
Hi, I have quiet longly form which is for one or two person. Form is devided into number of pages. On page no. 1 user have a drop down filed with options: One person, Two persons. Then I have 4 pages for user no1 and 4 pages to user no2. I have headers
Shared folder notifications
Hi Zoho team, i have some folders shared within my organization, and I need that every user could be receive the notifications about the new mails shared in it. Now, the only one that receive the "new mail" notification is the receiver, directly in the folder or inside the folder; the other ones can't recognize when a new mail is incoming in the folder or the original receiver shares a new one in it. The only notification is the initial one, when the folder is shared for the first time. Currently,
Notes - possibility to associate a Note to Candidate, Contact and Job Opening at one time (ie Interview Feedback)
Hello, it would be very useful, if it was possible to associate a note not only to a Candidate and JO or a Contact and a JO, but to all 3 of them at the same time. It would be very useful when ie adding an Interview Feedback or Follow up after start from
Now you can add and delete sprints users from within the details view on the Zoho Sprints iOS mobile app.
Hello, In the latest version (v1.2.7) of the Zoho Sprints iOS mobile app, we have brought in the below enhancements. View sprint users and description inside sprint details view Add and Delete sprint users from inside sprint details view You can update
Zoho CRM Org Variable not up to date on zoho.crm.getOrgVariable call
Hi, I have encountered a fundamental problem when updating an org variable and getting it back using zoho.crm.getOrgVariable. I have this code: Invoice_Test_Var = zoho.crm.getOrgVariable("Invoice_Test_Var").toLong(); valueMap = Map(); valueMap.put("apiname","Invoice_Test_Var");
What's New in Zoho Inventory - March 2022
Hello customers, We've been working towards bringing you new features and updates to improve your experience with Zoho Inventory. Here's what's new for March: Incoming Webhooks Incoming Webhooks are used to execute custom functions in Zoho Inventory based
Zoho Customisation for Travel & Tourism Company
Hi, How many Travel & Tourism agencies are using customised version of Zoho . We are planning to use Zoho and please let me know who will be able to offer a customised zoho crm including books, campaigns, sales iq etc We deal with Flight tickets, Accommodation,
What are the precise best pixel dimensions for the header image in a manual?
Manuals are a favorite feature of ours. We use them publicly and internally. We constantly struggle with the header image. We would be very grateful to know the exact pixel proportions that will look great on any screen size. Related problem: The thumbnail
Customer can change end time on a 30 minute booking and create an all day booking !?
I have been looking at changing start times for one of our resources, to add a couple more sessions. In testing to see what the customer see, I have found that if they choose one of the 30 minute sessions, select one of the available start time, they also get the choice to select an end time? So they can either by accident or on purpose book all day! This cannot happen? I think that in the past, when they selected the start time, there was only one end time to choose from (default the end of 30
Dependency mapping field option not showing
None of my modules have the option to add field dependency mapping. I have tried it in several modules (Accounts, Deals, Contacts, Leads, etc) and I have double checked that I have two picklists that are not system required. Any ideas?
Workflows issue
Dear community anyone else facing issues with the workflows since yesterday? In my side, they are being triggered without any logic. Also, my integration with Zoho Forms isn't working (I send a forms to my end-users with the CRM data on it, the CRM data
Redundant Login and Register Links On Mobile Menu
Hi, There are Login and Register links on the menu of my Career Site (See screenshot) on Mobile Browser. These links do not go anywhere when clicked and I can't seem to see them on the desktop version of the career site. My careers site url is https://webmobyle.zohorecruit.com/jobs/Careers .
One Codeless bot solution to handle your leads, customers and VIPs differently
Has complex coding stopped you from creating an effective bot that understands the visitors and provides suggestions based on their info? Never let your coding skills limit you when it comes to providing the best engagement and support for your visitors
Duplicated email address found while adding your sender address.
"Duplicated email address found while adding your sender address. " and "Duplicate email address found" i need to send a campaign for my colleague trip[at]consciouscontainer[dot]com he is also in BOOKINGS where he needs to stay and CRM where he needs
Order of transaction display in "Banking- Banking Overview"
I used to be able to see transactions in "Banking- Banking Overview" in the order from old to new, which means that the latest transaction came top. But for some reason now I can see transaction in the opposite order (i.e. Old-- >> New), which is taking
Basic Deluge script to copy 1 field to another
I have a set of address boxes for street city state & zip to identify a job location. I have a duplicate set of boxes to identify the bill to address. I have a radio button to select to copy the job location address information to the bill to address.
Connecting Outlook calendar to Zoho CRM
Hi, I would like to connect Zoho CRM to my Outlook calendar (we use Outlook 365), so that if a meeting in the Outlook calendar is placed, it will show up in the Open Activities section of a contact in Zoho CRM? Is this possible? Best regards, M
Updating Contact API
Hello, I am trying to update a contact created with the API. The creation works fine but a simple update of the currency or company name doesn't work i get { "code": 57, "message": "You are not authorized to perform this operation" } I verified the scope
Last interaction date - what's the status of this feature?
These days, most people would agree that the core feature of any CRM or relationship management system is to keep track of when the last interaction happened to keep in touch with leads as they get ready to buy. It's an abundant feature in CRMs and I
Prompted to upgrade to a paid plan?
While I attempt to create an invoice for a new customer of mine, I receive an error stating that I need to upgrade to a paid plan for more than five customers. Is this a glitch? I thought there were no hidden fees and this was free forever? Please
Unable to save comment for CRM case
Hi I am unable to save the comment for a CRM case. Please find the attached screenshot. Normally when I click Save, the comment will get saved and the Save Cancel button will disappear. But now when I click save nothing happens. Cheers -Jag
I cannot access my ZOHO invoice account.
I changed the monthly plan and suddenly locked out from my account. All data are remaining in that account. Need help immediately.
No payment link/option when viewing invoice online
I have sent out several invoices via email, as I have been doing for years, and when the customer clicks on the payment link the invoice displays but has no option to pay the invoice. I've verified the payment gateway (PayPal) is setup. I've reset the
How do I revert to the old version of Zoho Invoice
Hi, When I last logged into Zoho Invoice, I was presented with an option to move to a new version. However no-where did it tell me that I would now be sending adverts for Zoho every time I sent an Invoice. How do I revert to the old version where my Invoice
Worst support ever!
Hi, I just wanted to share my experience with the Zoho Support. I subscribed to Zoho CRM Plus, but after the first month I found out that I should use another e-mail address with domain mapping etc., so that my company is better integrated. I asked the
Zoho Projects - Rapports
Suite à l'article précédent, nous continuons la découverte des différents modules dans Zoho Projects. Dans cet article, découvrons les variétés de données en termes de diagrammes de Gantt et de rapports pour les tâches, les bugs et les feuilles de temps
Pre-fill data in form with Zoho CRM Field alias
Hello! I am aware that with public forms the Zoho CRM field can not be edited because it works with a lookup function and as it is public this could cause an information breach. This is why the field is blocked (and null) when shared publicly. However, I was checking how the pre-fill from the sharing link works, and I can not understand why I can not add an alias to the Zoho CRM field in order of doing this. This would solve so many issues. Imagine this: I could add a Zoho CRM field, looking up an
Zoho Desk - Working super slow
Hi Team, Zoho is working too slow. There is been a delay in transmission of receiving email as well. Just to open a ticket takes nearly 5-7 min. Any suggestions? Thank you!
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