Joining 2 tables
Hi, Wonder if someone could help me, Im looking at joining two tables in Analytics to create a new table, Im not an expert on SQL? I am wanting to use both of the historic data and current data tables to create a new table, with new values as shown
zoho.crm.getRecords()
In Custom function i want to fetch 20000+ records, so i used zoho.crm._getRecords("CustomModule1"); But I have to update only 1 record among 20000+ record at one time. If a new Account is created, and if i have 200+ products in my custom module Product Master then in my custom module ACCOUNT PRODUCTS 200+records should be created with that account name & product name respectively. Below is the code. ============== accdetails = zoho.crm._getRecordById("Accounts",accID.toLong()); accname = accdetails.get("Account
Seting up sales objectives
Hi, I feel like there most be a very easy way to do this, but I just cannot find it. How would I be able to set up goals for our sales rep? I want to be able to create a quick graph where he can see the Sale Objectives that we are asking him for a certain
Lead Name under Leads is pulling the leads Last Name field
On my Leads tab, I want to display Lead Name, Company, Email, Phone. All fields appear to be pulling the correct data with the exception of Lead Name, which is pulling in the Last Name data, as opposed to "ABC Co." as an example.
Disable access to account notification email
Hi, I am unable to find where to disable the message that says Third-party application access to your Zoho Account it’s silly because when I am driving and I have my phone which connected to the mail using IMAP setting. So it sure will have “different
Creator JS SDK SubForm items manipulation (ADD/GET/DELETE/UPDATE)
I want to ask for help from anyone who's worked with JS SDK on Creator widgets, as I am not clear and I can't get it work the following manipulation of SubForm items. So in my widget I want to be able to Get,Update,Delete,Add Subform items, so far I am
Unread count on labels
I came to Zoho after leaving GMail, and one of the features I miss about GMail is having an unread label count... That is to say, I have labels set up in my account, and filters that automatically label an email as 'Newsletter' or whatever. I'd like for the UI to show me how many unread 'Newsletter' messages I have. This would allow me to triage my mail more effectively--if I have a couple of dozen or more unread messages, this would help me decide where to start. Thanks!
How to Add Table Header?
In Zoho Writer, I created a table. I want to add a header to the table. Meaning, I want to make the top row as the header. When I type the text on the top row, it gets wrapped and doesn't cross over to the next column. I have removed the cell's right border. Still, it gets wrapped. I have attached the sample doc.I have attached the sample doc. How would I have a header without getting the text wrapped?
How to ensure Emails are sent to New Leads Instantly when it is created in CRM through Zoho Campaigns?
How To Ensure Emails Are Sent to New Leads instantly when it is created in CRM through Zoho Campaigns?
Custom Functions with Key-Value Pair as Argument
Hi, I have created a web hook in Zoho Flow that receives a stringified JSON object, and I want to pass that JSON object to a custom function in Zoho Flow. How do I define the custom function to accept the JSON object? i.e. can I define it something like:
What's the best way to get all the records in a module
I currently have a products module in CRM that has more than 200 records but if I use a get request in deluge, it only returns 200. What's the best method for getting all the records in my products module considering the fact that I don't know exactly
Tip #21: Customize Task Status in Zoho Projects
Hi folks! We are back again with a tip to help you get the most out of Zoho Projects. This week's tip is on task status customization. Task status helps you determine the progress of the task and keeps you on track with the project. With the new Task status customization option, you can create statuses pertaining to your business requirements in your own terms of progression. For example, if John owns an Industrial design firm, he might need to keep track of the status of the design being developed.
Layout Rule applied to the Layout that it's not related
Here is the case: We created another layout for our deal module and made adjustments for the users that are going to use it. Old Standard layout is having a layout rule which sets up a couple of fields mandatory upon changing the stage to the Won. But
Forcing referrer name in form url prevent others UTM capture
Hi, we have Zoho forms embedded in our website to collect leads. We successfully managed to force the referrer name in the form url used to embed it (in order to track on which page of the site the form is filled), but since we did this, we lost capture
How to eliminate Verification Code requirement
I made the mistake of opting for this - now I have to go my cell phone every morning to see and quickly enter a 5 number code from the phone to my computer in order to open my email - then I get a message stating that the code will be unnecessary for
Is there a free edition (not free trial) of CRM?
I was looking at the price plans for CRM and for the Standard plan it mentions a "Free" for everything in that plus Standard features. But it appears there isn't a free edition. But I know there is a free trial version for all version which I am using
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I have this email info@alandental.com, but I couldnt send outgoing email. Can you please help?
Find and Email to All Records Associated with a Deal
In the Deal module, we have a lookup field that links to a custom module called "Realtors." When a deal has a realtor that is part of the deal, we have this "Associated Realtor" linked to the deal. All we now need to do is figure out how to email all
Updating Pricing_Details on PriceBook using API not working
Hi there, Im encountering a problem updating pricebooks through the API. (for the sake of the length of this post i removed the `$approval`, `$review_process`, `Owner`, `Modified_By` and `Created_By` keys from the data as they are not relevant) Here is
How to remove Document Type
Zoho sign allows the addition of 'Document Type' when adding templates. If a 'document type' is added an error or needs to be edited how can I accomplish the task?
Zoho Flow Email Trigger Character Limit
I have created a flow which is triggered by the zoho mail app. It is triggered upon receipt of an email (5 minutes polling). We have an extension which will send an email with contents of csv. We have some custom code which is creating several tasks out
Zoho books bank feeds
For some reason the bank feeds for one of the accounts are inactive. All the help articles online say to look in the menu for "update credentials". That option isn't even there. How does one re-activate bank feeds? Why does Zoho remove features that were
Mailing address for Ireland (or any non-US country)
How do I enter mailing/shipping/billing address's that are not US based? We have customers in Ireland and I'm not sure where to put what address information in the usual US format.
LinkedIn Sales Navigator now requires Team subscription change?
I have been using the free add-in for a month now and suddenly it says I have to upgrade to the team edition. Can someone tell me why? This was a useful tool for me but I will not be spending an extra $40 a month to them.
New Linkedin integration
Zoho now has LinkedIn integration, but I'm confused by it. It doesn't seem to put leads from LinkedIn back to Zoho. If you're not providing integration back into Zoho, then putting LinkedIn inside Lead/Contact/Account pages if you have LinkedIn Navigator (which we have) is questionable. You can just put links on the Lead/Contact/Account pages to LinkedIn using Module links, e.g.: https://www.linkedin.com/sales/search?keywords==${Contacts.First Name}+${Contacts.Last Name}+${Contacts.Account Name}
Create Campaign Layout / Type
When creating a new campaign there are several options available in Zoho: Offline, Zoho Survey and Zoho Webinar in my instance. How do I add my own? Tried adding a new layout but the create button does not pick it up.
Impossible to share notes with another Zoho user
Hi. I'm trying to share a note with my wife (another Zoho user), but after entering the email address, setting "Access level" and pressing "Share" button, I get an error message. Error showed The email address is the only one in the account of my wife.
REFRESH TOKEN LIMIT HAS BEEN REACHED
I have a Zoho Mail app on my iPhone XR. I had an update which did not load correctly so I logged out. When I went to log in again I received the following message 'Unable to Sign In - Refresh Token Has Been Reached. I have tried to find out how to rectify it online but can't find anything definitive. I just need to know what to do to sort this out. I am a tech-beginner so plain language would be appreciated!! Thanks very much Kate
Meetup Snippets 06 - Zoho One for Shipping Fresh Cookies to Corporate Clients
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The sixth snippet in this series, taken from our Minneapolis ZUG meetup April 2021, features Juan Ramirez. Juan, aka The Cookie Man, walks us through
Zoho Creator - Deluge Script - Non Distinct Count in Lists/Collections
I have an issue I am hoping to find a solution or reason to or for. To make it very simple, or to attempt to, I will use the metaphor of a Book Recommendation App. It includes two main forms: ReadersForm (perspective readers) and BooksForm (book collection).
Please turn on SMTP Authentication in your mail client.
We are been unable to send emails between alinanutrisport.com accounts. We are receiving this error message: Please Turn On SMTP Authentication in your email client:
Calculated Field on CRM Entity
function setupGridRefresh() {
var targetgrid = document.getElementById("NAME OF SUBGRID");
// If already loaded
if (targetgrid.readyState == 'complete') {
targetgrid.attachEvent("onrefresh", subGridOnload);
}
else {
targetgrid.onreadystatechange
Start accepting online payments with PayU in Zoho Books
PayU India integrates with Zoho Books to enable online payments inside Zoho Books and allow Zoho Books users to deliver a seamless payment experience to their customers. Read on to learn how you can benefit from the integration and get some exclusive
How to import eml mails from Zoho to Gmail?
I would like to export a folder with 1000 mails from Zoho and import it in my gmail account...I know that I can connect with POP3 my Zoho account to gmail but in this case I think that it is not possible to transfer a specific folder from Zoho to Gmail...I think that all the emails will be shows in my Gmail inbox...Am I right? So, is it possible to import the exported Zoho eml mails to Gmail?
Introducing criteria support in Contribution Module for Segmentation
Dear All, Hope you are well! Segmenting customers based on their purchase history helps you understand their behavior and purchase pattern. Now, to facilitate segmentation at a granular level, we have a couple of enhancements. What are the enhancements?
Settings up imap integration for remote users
Hello, I have users on different continent, and I have to setup their (office365) imap integration in CRM. But I don't see an easy way to do so. What would be the best way to achieve such an integration ? Regards,
Cliq - Get connected with External Users
Scenario: You are part of the admin team in your company and incharge of interior decor for the new block coming up. You collaborate with your furniture vendor - FurnSquare (FS). Numerous round table meetings take place within your team to arrive at the design theme - Ethereal nature. Now you being incharge of this decor, is the mediator between your team and FS team. As always email is the mode of communication. Based on your theme, the designers in FS come up with few sample designs and send them
Group Tasks Not Working in Zoho Mail Tasks
I have created a Group in Zoho Tasks and shared it with a colleague. In Board view I have arranged the tasks as per attached screenshot. However when the colleague accesses the same Board in Zoho Tasks, and switches to Board view, he sees only the generic
Idea: Duration Without Start Date
Hi It would be really useful if you could create a task and define a duration without having to also provide a start date - that way you can build a list of tasks and dusrations without having to schedule on the spot. thanks paul
Sprint Work Hours Quotation and Invoicing
Hi, In Desk module, We are able to send price quotation to our customers for the Time Entries done by support teams. Because there is a connection between Desk and Books. What about hte Time Entries done by Software team in Zoho Sprint Module ? How can
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