Import Tickets problem
Hi, I'm trying to import tickets from a csv file generated on Salesforce, but even though all the mapped fields have data, I'm getting this error: (Reason: Due to empty values for any of the mandatory fields) What can be the problem? Please, see attached
Introducing wizard functionality to sandboxes
Dear All, We have extended Wizard functionality to Zoho CRM's Sandbox feature. Henceforth, you can utilize wizards in your sandbox environment and deploy them into your production account. Let's have a look at the enhancements in detail. Supporting
How to auto close ticket if no response from requestor?
We are unable to setup Supervise -> time based action to help us close the ticket in case: Agent has responded to a ticket but Requestor has not responded back for 24 hours since agent's last response. There are contradictory responses/solutions offered for the same issue in Zoho Community but none of them works.
Cannot Attach Files from Google Drive
I was happy to find a new functionality of attaching files in CRM from Google Drive. However, after authenticating GD in both CRM and on my phone's security alert, the screen seems to hang, never fetching my GD. What could be wrong?
Get CRM Field in creator from with relate list function
I'hv add relate list in ZOHO CRM by custom app with creator and mapping with OID. How can we auto OID number when adding relate. We have try onLoad in deluge with creator. But what field we need to get to put value to new record. Do zoho crm send variable
Custom report showing each rep's deal amounts by stage is producing duplicate deal amounts
My custom report showing each rep's deal amounts by stage is producing duplicate deal amounts. It is counting the same deal amount multiple times for each update to the stage or deal. This should be a very basic and easy report to create and I'm told
Tracking logs for when a record owner was changed.
We're trying to trace when the owner was traced for a particular record. This happened last July or August, and we need to be certain on the date. We couldn't find this in the audit logs, and checking the timeline feature has not been helpful too as it
Multi-Select lookup and Multi-Line field
Hello, I would like to know whether data selected in Multi-Select Lookup Field can be copied in Multi-line Field or not? For eg: Following is the data selected in Multi-Select Field And i would like to copy that selected data in Multi-Line field as: Multi-Line Field - 46.00,46.00 Is this possible with Zoho Creator?
Convert button in custom module?
I have two separate types of leads. One is leads for sales which I have in the leads module, and the other is leads for recruiting which i have created a module called "candidates". With the leads module i can easily convert to deals. I noticed when
Milestone Templates
I see that there are ways to create project templates and ways to create task list templates. What I would like is a way to create a milestone template. I would want to be able to implement these milestone templates into an existing project. So very similar
Ability to change reply email in Zoho Sign to our support email
I am wondering if there is a way to set the reply email in Zoho sign to something other than the account user. We want this because we want the replies to go to our support email, not to the individual's email that is logged into zoho sign. Is this
Unattended Access - unable to connect
Hi, I am experiencing a frequent issue. We use Zoho Assist Unattended Acess on one of our servers that our support team connect in when we're experiencing issues. They often report that are unable to connect to the server and the only way to get it back
Printing Invoices for Double Window Envelope
In Zoho Books, has anyone found an Invoice Template or been able to customize one so that the Company (return address) and Bill To address show properly in a double window envelope? We have not been able to get anything to fit right, and still show our Logo in the heading. Can't imagine someone else has not run into this before. Any suggestions would be much appreciated!
Usuario eliminado
Buenas tardes por error eliminé un usuario y necesito recuperarlo. Gracias
Checklist Broken in Microsoft Edge Browser
Hello, when accessing the Checklist within a Task on Projects, today I noticed the Checklist is bugged by showing a large black circle. The Checklist is working fine in other web browsers. I only use Microsoft Edge for all of my Zoho Tabs and the Checklist
Anchor for blog posts
Hi, I have created an anchor to one of my blog posts. Then created a button on another page to be linked to the blog post. But when you select "Blog" on "Select Page" (Button Element>Page>Select Page) "Add Anchor" disappears. Does that mean I cannot link buttons to blog posts?
How to give rights to 3rd party web design agency without sharing password?
I intend to get my website designed and published by an outsourced vendor. I understand that in order to get it done i will need to share my zoho sites login and password with them. But the problem is it takes the same password as my Zoho mail login which is not something that I am comfortable with. And another issue is that through the same login they have complete access to my mail detail as well. Is there a way around this or will i have to live with it?
Sales Objective
Hi guys, Hope you're doing well! I have one question about how to join two tables or I dont know if there is a better idea. I'm a little lost with this kind of requirement. I have to tables: Sales detail (item, amount $, salesman, category, date,etc)
Migrating from other helpdesk software
Does Zoho offer any ability to migrate all tickets/customers etc from other providers (in my case, it is Teamwork Desk)? I don't if Zoho Flow can be utilised at all for this? Or even if I could export data, is there a way to import into Zoho Desk or not?
Show record layout options in create record dropdown
This feature request is based on a vague idea to populate the create entity button with options which would mirror layout types and rules. Probably more complex because of permissions. The need stems from my original post: https://help.zoho.com/portal/en/community/topic/create-campaign-layout-type
Always show image
Hi, It would be nice to have an "Always show image(s)" option too so we don't have to click on "Display now" over and over again. So, we should have a set of "Display now", "Hide now", "Always display", "Always hide" options based on the image settings
Unsplash for Zoho Show: Royalty-free images for your next presentation
Presentation experts strongly recommend using images, infographics and animations to illustrate your text and engage the audience. While using graphics and animations purely depend upon your presentation tool's capabilities, images usually don't have such specificity. However, while images are readily available and easy to find on the internet, the real caveat can be navigating the hurdles of copyright and usage license. For example, let's say you finally find an image online that perfectly fits
Can Zoho Automate a Product Assignment Based on a Field within my lead?
My leads all choose a course selection when they sign up, so when a lead is created, that course updates a field. Can I automate an assignment of a matching product with that course selection or do I have to manually do it each time?
Notifications API - Can't get details nor disable
I get a 204 No Content response when I try to get details of a notification channel: curl "https://www.zohoapis.com/crm/v2/actions/watch?channel_id=3583444281228&module=Contacts" -X GET -H "Authorization: Zoho-oauthtoken 1000.ccc3d1xxxxxxxxxxxxxx.bc7edxxxxxxxxxxxxxxxxx"
can't update field in sub form from another form
I try to update a field in subform after submitting another form.
How to set a lookup field by name
Hi, I am using PHP SDK in CRM, and I created a custom lookup field referring to the Accounts. The only way to search that field value is by (unique) name, and it should return an account. I tried something like $record1->addKeyValue('my_new_account_lookup_field',
Long term users being hit with big price increases
Hello, I've been a Zoho user since 2015 and have seen the annual subscription costs more than double since then. Is anyone else seeing this and getting frustrated by it? Kind regards
vlookup in another page?
Dear officer, Can I use vlookup function to search value in another page? e.g.=VLOOKUP(F2;(sheet 2)A3:C9999";3;FALSE) Regards, Jansen
Which workflow executed when uploading a file through the "FILE API' to an existing record?
Cannot find this information on the documentation. I've already tested few like "created/edited - on successful form submission" and it doesn't seem to work.
TikTok
When will Tiktok be added to the Zoho Social Platform?
Can't send emails from My account
I can't send mails from My account. I tried to send them from de app zoho mail but i couldnt. I also couldnt from zohoo mail pague. I AM sending You a capture from screen error
verifying domain failure
New account. Trying to verify my domain using TXT. My domain is with 1 & 1 I try to point DNS to the code Zoho gave me I get this message: The value zoho-verification=zb*******.zmverify.zoho.com is not a valid host name. Please check your input. Any
How to Autofill a Lookup field based on another field?
I have a module called Invoices and within that module I have a field called Service Contract QB Reference and another field called Other Contract QB Reference. Service Contract QB Reference is a lookup column that corresponds to my Contracts module.
Make a Lookup field auto populate other fields?
I'm trying to make it so a lookup field relates to a custom module and once I enter a related record, it auto populates other fields. For example: -I have a Leads module and a custom module called "States" -I want the Leads module to have a lookup field that i can find 'California' and then it fills in the 'capital' 'population' and 'size' field with appropriate information that I have listed in the 'California' record in the 'States' module. How do I best go about this? The workflow rules doesn't
Block partial email domains
Hi, Is it possible to block partial email domains? I get lots of spams from addresses like this 15.23.34.5.googleusercontent.com they keep changing the IP address in the domain therefore the full domain block won't work.
Février : un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à tous nos utilisateurs, Un nouveau mois s'est écoulé et découvrons ensemble un résumé des activités sur Community France. Chez Zoho One, nous continuons à vous faire découvrir nos différentes applications avec la deuxième série sur la gestion
Problem with type mismatch
Hello. I'm trying to grab a field value in a CRM record by first looking up the record by name. It seems I must then lookup by record ID so I can have access to custom fields. Here is my short sequence that is getting an error: productRecord = zoho.crm.searchRecords("Products","(Product Name|=|Magnetic Attraction)"); productId = productRecord.get("Product_ID"); productDetails = zoho.crm.getRecordById("Products",productId); audioUrl=productDetails.get("Audio"); The second line has produced the following
Bug Viewer for Zoho Sprints
Project managers work on multiple sprints simultaneously, and given the potential for a number of bugs that can crop up, it is helpful if the bugs can be viewed in a single location. This is made possible by the Bug Viewer for Zoho Sprints extension.
Adding multiple email addresses as primary contact for invoicing
Hi Team! I hope this message finds you well. Is there a way to add other email addresses to the Primary Contact for a Customer in Zoho Books? This is the use case: We have an automation that creates for us all the invoices. It's working fine, so we barely
Zapier doesn't update "Candidate Status" or "Associated Tags"
Hi there, I noticed Zapier can't update the "Candidate Status" and "Associated Tag" field on the Candidate Module. Is there a way to fix this? I want to be able to automatically Tag and Update statuses via Zapier. Thank you, Nick
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