Send Zoho Analytics reports to all contacts
Hi, We use Zoho CRM data to create reports in Zoho Analytics. The report we create shows all deals that have been referred to us, by referer. We want to send a report every month to each of our referrers, with the status of their assigned deals. Referers
Display Order for Stacked Bar Charts
I've got a stacked bar chart that is correctly displaying the data I want it to, but I want the data sorted in descending order by value - it's currently sorted in alphabetical order by name (so reading from left to right it shows Alpha (3) Beta (1) Gamma (5). I'd like it to display in Gamma Alpha Beta order. Is this possible (without switching the axes). Thanks
How to add records in Zoho Sheet Template
Hi Good Day I want to integrate Zoho CRM to Zoho Sheet the scenario are the following I have a transition in Zoho CRM name Start Initial review. And I have created a template in Zoho Sheet Under My Template Now, what we want, once the user clicked that
Is there a way to Customize the Candidate Review Form?
On the Candidate Review Form, I'd like to add additional fields and change the word 'Candidate' to 'Talent'. I don't see any place to edit this particular form.
Submit Prior to Last Page?
Good afternoon all. Quick question - is there a way to use Form Rules to submit a form after a certain page is reached? For example, a use case where I would like the second-to-last page, 6 out of 7, to serve as the final page for some users, while others
for each row in sub form problem
i'm looking for some calculations to run on each row in a sub form. I have it working on the first row but subsequent rows do not work. I have a way of translating words into number values, calculating the numbers and then translating the sum back into words. That bit all works, I just need to apply it to each row. I tried for each row in Risk_Sub_Form { add in my code } i get the error "row is system keyword and cannot be used" Any ideas?
How to download a file from deluge?
I have a function in deluge that downloads a packing slip from Zoho Inventory where the return value is a pdf file. parameterMap = Map(); parameterMap.put("package_ids",/*id*/); PackingSlip = invokeurl [ url :"https://inventory.zoho.com/api/v1/packages/print?organization_id=473837261"
Auto Cancel / Reschedule Webinar that receives X amount of registrants
Trying to setup so if we have only 1 registrant it will cancel or reschedule the webinar. Is this possible or should I just continue doing it manually. Not very intensive to do but just curious if setting this up is possible. Thanks, Sam
Marketing Hub Zoho Meeting Webinar Leads?
According to the documentation - when you integrate your Zoho meetings account, it's meant to sync the leads through from Zoho Meetings into Marketing Hub lists. However - I can find no way to do this. There only appears to be a sync from gotowebinar.
Ability to view who voted/liked an idea
In order to better prioritise a feature request/idea, it would be very useful to be able to know who voted for an idea, especially in a B2B context. The count of voters/likers is good, but doesn't allow us to understand the span or reach of an idea. As
Geo Data
Hi, I am wondering if I can do this within an analytics map chart... I have 2 charts UK Postcode data of sales UK Postcode data of post offices Is it possible to overlay both sets of these data and define then with specific colours eg Sales data in green
Meetings Module - Location Field
Vertical Solutions Question: Does anyone know if it's possible to turn the Location field on the Meetings Module form into a Lookup field to Contacts Module addresses? Or, is there a way to add a Lookup field to the Meetings Module, then hide the Location
In the Map view of reports, can the color of the pins be adjusted based on a variable/dropdown?
In the Map view of reports, can the color of the pins be adjusted based on a variable/dropdown? As an example, if a record has a status of x the pin would be blue or y could equal yellow..etc... or is this something that needs to be tied to Zoho An
How to access inventory API from javascript?
I'm trying to create a button on a page in creator which when pressed does an API call to packages in Zoho inventory. Here's my code in deluge. print = invokeurl [ url :"https://inventory.zoho.com/api/v1/packages/print?organization_id=849303927" type
How can I delete unwanted Status
I've been working with blueprints for the first time and I've accitently created a couple of Status that I want to get rid of. "New Status 2" and one that is just blank. I don't see any way to delete them. Please see below.
associateJobOpening API Method in v2 API
Does the associateJobOpening API Method appear in the new v2 JSON API as we're unable to find any v2 documentation that supports the same method?
Function-21: Update all member accounts simultaneously when the parent account is updated.
Welcome back everyone! Last week, we learnt how to create events automatically on specific days of the week. This week, let's look at a custom function that helps you to update member accounts automatically when the parent account is updated. Business scenario: It isn't strange to have multiple branches in a business. Or having contacts with multiple branches of the same company. Either way, it would be better to have multiple member accounts for easier identification rather than have all contacts
twilio call transfer
Hello. looks like the most basic function for twilio integration are missing. you cant transfer a call or you cant put a call on hold these are basic functions of a phone system. twilio is unusable. here is the link to the api incase you need it. h
Voip Phone system that integrates with Zoho
Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho. I use Vonage and have been with them for quite a few years but their service has really gone down hill and
articles search in KB does not work
It is not possible to search through the knowledge base articles using the search function. Search words do not show any results. Example below - search "first" no result.
Bigin Built in telephony
Wondering if Zoho is going to bring the built in telephony in Bigin to CRM? Zoho has needed to offer their own modern telephony solution for a long long time!! Its a major weak point from our point of view. We've tested several U.S. telephony's that
Report for items actually invoiced in a certain period
How can I create a report to show which items I have actually invoiced in a certain period. So not sales order, sales by item as that only shows how many ordered- but invoices. Why ? I hear you ask. I want to see how many of a certain. item I have actually
Deals Territory Assigment
Hello, We are using Deals and assign them to Territories to have an overview in forecasts of our targets. Now we notice that if a standard user (non admin and non territory manager) makes a hit, it's impossible for him to assign this deal to a Territory.
Archive or deactivate an account
It would be useful to be able to archive or deactivate an Account without it being deleted. Archiving should prevent users from opening tickets for that Account. Furthermore, on the back end, that account should not appear in ordinary searches as it does
Quotation custom fields not showing in reporting
in the Quote product area I have created two new fields, "Area" and "Option", they are simple pick lists and are working correctly. BUT...... They do not show as available when I try to create a report and I need them. The product description which is
Advanced Ticket Filters for Desk Issues
The extension has lost its advanced filter fields during the day. I was using it all day long and then suddenly the filter fields have disappeared. Right now it only shows the Phone, Product, Subject, Email, Contact, Account, Tags filters. Refreshing
How to automatically assign task to user on monthly basic ?
Hi, In Zoho Desk, how to setup to auto create a new task and assign to user on specific date of each month. For example: I would like to create a task and assign to user A on the day 10th of every month Is the above achievable ? Thank you
Looking for a Picking Android App
Hello, I want to ask all the community what solution are they using to do the picking process in their warehouses with Zoho. The Zoho Inventory App is too limited to do this: the workflow is too slow to be efective and is a no for our end. Does anyone
Automatically create email accounts from Zoho Creator
We have an esablished Zoho Creator site and create email accounts for our clients to sign in with. Is there any way of automating the process to automatically create a new email account when details are added to a form in Creator ? example : We have a
Zoho Bookings and Registration page customisation
Hello, The booking platform is simple, and that is great, however it is a little too simple. There needs to be more ability to customise: Booking page Registration page I understand that custom CSS may be coming, but we also need: custom layout options
Access to limited segments of zoho books for other team members
HI, we wanted to understand if there is a possibility to give access to other team members to a specific segment of the Zoho books, like they can only access and record expenses and bills, but should not be able to view/access sales/sales reports. lets
Automatically number subform lines, starting from 1 evertyime one is made
So i am currently working on a subform in an app. Like shown below the numbers in #Run should automatically populate. So when i add my first row the number should be 1. Adding a new row would mean that #Run would be 2. This should continue to whatever
Zoho SOCIAL integration in angular website
Hi, Please suggest a better way to integrate CRM AND SOCIAL in my angular website.
Software versioning for Softwarehouse
Hi!! Could someone help me understand how to manage "software releases" with Zoho Project? Forgive me if I put a post of the competition but it is to explain me better: https://www.atlassian.com/agile/tutorials/versions That is our actual operativity.
Email statuts notification
Hello Zoho, It would be nice to be able to activate some email status notifications (when an email is open/clicked or failed for example), as a popup in the up right corner of the window or with the Taz robot. We obviously can check these info in the
Job Board Post Review
How can I see which job board websites an opening has been sent to. I found a page on Saturday that listed all the details, but now, either I am looking in the wrong place, or it is gone. Also there were links on that page listing the job boards posted,
Borre todos los correos sin querer cómo los recupero, gracias
borre todos los correos por error, tenia la bandeja llena y necesito recuperarlos gracias!
Year 2022 Smart filters problem
I have enabled the Smart Filters function for both "Newsletter" and "Notification". Some of the email is always be filtered as Newsletter. Actually, it should be Notification. I have click "Exclude" (Do not classify this email in the future) in the Newsletter
Creating or Cloning a Campaign based on a webhook from another service.
I would like to create a new campaign whenever another service sends out a webhook. The email message and the email subject needs to be customized with the content from the webhook but the recipient list and all other information remains the same. If
Can the time zone selection box be disabled on the booking page
Our company only does business in one time zone. We do not need our clients to select a time zone. Having the time zone as a selection is a recipe for mistakes. I want to disable the time zone selection box so it does not appear on my booking page. Is that possible?
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