I have a function that used to work, now it suddenly stopped
I have 4 functions in total that are coded very similar, 2 of them work fine, the other 2 worked until recently. I am attaching 2 files, 1 is the code that still works, the other doesn't work anymore I know the code is good in the one that doesn't work,
Introducing 3CX, CallHippo, Pipechat, BulkSMS, Stripe, and 11 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 16 more extensions for Zoho CRM in the month of January 2022. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
Upload item photos
Hi, is it possible to upload photo as a bulk to Zoho books? we have 4000 items to sell and about 3500 photos, what is the effective way to upload these photo to Zoho Books or maybe CRM? Thanks
Not able to verify CNAME or TXT with Godaddy domain
I am trying to verify my domain in zoho, but its not verifying. The DNS is with go daddy
What is the expected method for editing dashboard components?
Every time i try to adjust the components in our dashboard I end up going around in circles. This page: https://help.zoho.com/portal/en/kb/crm/analytics-and-dashboards/dashboards/articles/create-kpi points me to a 'dashboards' tab, that doesn't seem
IMAP Set-up: "Email Sync is in progress. You will receive an email notification once the sync is complete"
Tried to set-up IMAP email this morning. All server names and port numbers are correct and verified (by Zoho online support staff who spent a couple of hours with me trying to resolve issue). Unfortunately, the above message has remained in the email
Desk Help
We are an edtech company and we want the students who have enrolled for the course should have access to Zoho support desk, we want only registered students to access/sign in to the portal, how do we do that?
Introducing Zia Recommendation Analytics
Dear All, Greetings! We are excited to present Zia Recommendation Analytics in Zoho CRM. Zia recommends products or services to the CRM users by understanding historical behavior of records and by correlating similar attributes. These recommendations
Zoho Desk
Hi, We are an Ed-tech company and we want only the students which have purchased our courses shall get access to email support desk which is given by Zoho by default. We want only authenticated users to use Zoho support Desk so what is the procedure
Change ticket ownership not working
Hi, We need a "Approver" profile which is an agent profile but with some options enabled. One of those options is the Change Ownership, but it is not working. Tried switching the profile to support administrator and the change ownership works but when
Need Zoho Sites Developer and Designer for website design
We have a one page Zoho Site we need created in our account. Specifically, we want to use the Mob App design at https://colorlib.com/wp/template/mobapp/ (we will purchase and license) and replicate that on our Zoho Site account. This is an HTML5 template with associated files (non-WordPress). This project will include: 1) Taking template files and building a corresponding Zoho Site in our account. 2) Replacing images from the template by compositing screen shots of our app on the phone templates.
What's new on Zoho Marketplace in January 2022
Zoho Marketplace offers 1,000+ extensions to help connect and enhance your Zoho products. Here's a list of the new extensions released in January 2022: Telephony extensions Last month we released eight new telephony extensions. These extensions are supported
How to programmatically retrieve the date/time on which a Lead Converted to Contact?
How to programmatically retrieve the date/time on which a Lead Converted to Contact?
problem running zoho assist in service mode
Hello, On windows 10. Then we click run as a service, and type username and password of computer administrator we are getting error: problem running zoho assist in service mode. We tried a lot of times, password ant username are correct, but still same error. Then user on same computer has administrator rights, zoho assistant runs as a service successfully. So there is the problem???
Quotation - One Product with multiple type of charges
Hi Zoho Support, We have products that we quote to our customers in a itemised way as to separate them on the basis of: 1. Upfront costs 2. Setup costs 3. Monthly recurring costs. Here is an Example for the Product: ADSL Internet plan. Upfront Cost ADSL
Purchase Order field doesn't show up when doing Quote conversion Mapping
When I am doing Quote conversion Mapping, I can't map "Purchase Order" to Sales Order module and Invoice Module. It doesn;t show up on the "SalesOrder Field" and "Invoice Field" Can you please help Thanks
Meetup Snippets E07 | Setting up survey form workflow in Zoho CRM
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The seventh snippet in this series taken from Houston ZUG meetup in January 2022, features Kevin Paylow. Kevin walks us through a simple workflow
Rename the file when exporting to PDF
Hi, To perform the export, there is no option to change the name or within the editing the templates. We would need that can be included as the file name a format similar to "our company name" + "OC #00000001 ". Bone, which exported with the name of
Zoho mail doesn’t integrate with shopify
Hi! so I just made an email with zoho, but I tried adding it to shopify. I have entered the zb code and it says any cname and mx records will be created automatically. But still it doesn’t connect. Is there a way to solve this?
Allow custom field to be included on timesheet export
Can you please add the option to select additional fields to be included on timesheet reporting. We use a custom field to categorise tasks across multiple projects and want to use this field to summarise data on the timesheet report (for accounting purposes) .
Spotlight #8 - Automated actions in SLAs
The earlier SLAs trigger standard emails and escalate them to the manager or the admin when the set time is crossed. With automated actions in SLAs, you can configure user-defined actions, including tasks, field updates, executing functions, webhook etc.
How do I deal with multiple currencies?
Hello, I have a form that uses a dropdown field to determine currency, then number fields to store the 'raw' decimal amount. So, for example, a user might choose "Dollar" from the dropdown, then add values of 0.06 and 50 to a couple of other fields, which means $0.06 and $50. Alternatively, a user might choose "Pounds Sterling" from the dropdown, in which case the 0.06 and 50 would mean £0.06 and £50. I ultimately want to produce a report with totals in US$. So, I assume there will need to be an
Create support ticket from Zoho Sites and create a ticket in Desk
Hi Guys I am building a new site and would like to best understand how to do the following. Have a form on my Zoho site that allows the creation of a support ticket. The support ticket needs to integrate into Zoho Desk for the support team. Integrate
Zoho learning for free!
Hello all, To anyone looking to becoming an expert in Zoho, we have some good news. We are happy to announce that one of our education partners, Peter Fuller, has come up with a set of free courses. Feel free to hop on to his academy and checkout and
SKU on Purchase Order
Hi all, Does anyone know how to have the SKU show up in the Purchase Order pdf version, it seems it only shows when adding the products to a PO. Thanks in adavance
Getting information from a forms fields when using lookup
Hello, I am new to Zoho creator and not very experienced in its use, so what I am asking might seem quite simple. I have 2 forms, "Add Student" and "Add Letter" the "Add student" form has student details, e.g. year group and class. In my second form (Add
Open attachments problem
If I open the email by using "Open in New Windows", and the open the pdf attachment. There is no filename showing in the windows which is not user-friendly. In stead of download the attachment to local drive, may I choose other default viewer when I click
Sorting HTML tables in HTML snippets (node.js?)
Has anyone figured out a way to sort HTML tables in HTML snippets? Perhaps using node.js? @Damien?
Product Samples - Inventory and Invoicing issue
Hello I offer product samples to clients and I am not sure how to record it in Zoho Books. If I use an invoice then it is considered a sale, unpaid items and used from the inventory. Do I consider the samples as write-off? then it will be bad debt (financial
Not receiving emails from Instagram
i tested email from my own gmail and they go thru. but i am not getting emails from instagram. Please help
Tips and Tricks #46: Get your priorities straight with WorkDrive Labels
Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For tips on specific topics, leave a comment below, and we'll add it to our series. Now, let's get into this month's tip. When there’s a lot of information and files to
How to create a new package in Zoho inventory using deluge?
I'm attempting to create a new package in Zoho Creator through deluge by calling the Zoho inventory API. Here's what my code looks like. packageMap = Map(); packageMap.put("package_number","PA-00004"); packageMap.put("date","02/25/2022"); lineItemList
Export Zoho Campaigns Template as HTML
Dear Support Team, I cannot find the option to export an email template I made in Zoho Campaigns as a HTML template. Where do I find it? The reason why I need to do this is because I want to be able to use the base template I created in Zoho Campaigns in Zoho CRM. These are the steps of this specific workflow: 1. New lead entered in Zoho CRM. 2. Personalize the email, basing it off of the template I created in Zoho Campaigns. 3. Send them the personalized email through Zoho CRM. Alternatively, it
How to fetch data from a subform to populate a lookup dropdown in other form?
Greetings, I hope find you well and safe! I have a form 1 where user register locations of a property: Field property in the form (ex. Headquarter) and its locations in the subform (ex. Office, Warehouse, Park, Gas station, etc). I have a form 2 where
Select a subform lookup value
I'm new to Delgue coding and I'm attempting to select a value in a lookup dropdown list in a subform and haven't been able to get it to work at all. I'm able to create a row and enter data into the two date fields correctly, but the dropdown menu remains blank. My code is as follows so far: // declaring the row row1 = Training_Curriculum.Training_Requirements(); // assigning values for various subform fields in the row row1.Requirement_name = "1"; row1.Start_Date=zoho.currentdate; row1.Completion_Date=zoho.currentdate;
[Solved] Get value of lookup field within a subform
Hi, I am using sendmail to receive a copy of submitted form values, and i've run into output such as this: 2511901000000056650 I found success with support's help by utilizing this syntax: get_customer = Customers_Form[ID == input.Customer_Name].Customers_Database;But now I need that to work for 3 fields in a SubForm, 2 of which are lookup fields. This is what i have, but it's not quite right. I also don't want it to pull ALL the records, but ONLY the ones submitted in the subform. subformContent="";
see the knowledge base stats by end user?
My Knowledge base is only accessible for registered end-users. Whether it's in Zoho Desk directly or in Google Analytics, I'd like to see what each end user is looking at. Looks like we can't add custom dimension to the Google Analytics integration.
Adding values to Multi-Select Picklist
I'm trying to take values from a multi-select picklist in CRM, and populate a multi-select picklist in Desk, through a custom function. I'm able to get the values of the CRM field and am putting them into a list (maybe this is a bad way of doing it)
Delete rows
Hi, I have in my tables 4 records which are duplicated by some reason.... I need to delete those 4 manually. I go to DATA, search the rows, select the header but I cannot find the option "DELETE ROW". I can only DELETE COLUMNS. Please help. Thank y
Track Project Task Time Via Status
I'd like to see how long a task has spent in a particular status. I'd like to see the total for the project as well. I looked in the backup files and task data source files and I didn't see the table that shows activity in a tasks which would have time
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