How to use NodeJS in a CRM widget?
I created a widget in Zoho CRM which uses html to function. I used the CLI (using zet) to create the widget in my local environment. The issue is that I'm trying to execute a piece of code in NodeJS that adds a new item to an AWS S3 bucket but it doesn't
Secure notes not "secure" as you think
Hi there! Please consider changing how you handling these "secure" notes in notebook android application and web version. First of all you preload that "secure" note content and apply blur over its preview, well that is not secure at all! In the web version
Emailing a picklist
Has anyone found a convient way to email a picklist? We use multiple warehouses and email our picklists to each of them. Anyone have a solve? .. the process to get from a approved estimate to a sales order to multiple piclists (one per warehouse) is
Aperçu des modules de Zoho Projects
Dans cet article nous découvrirons les différents modules dans Zoho Projects qui vont vous permettre de gérer vos projets en stimulant la productivité, en améliorant la transparence du projet et en fournissant une vision claire à l'équipe. ACCUEIL L'accueil
Invalid Address, ERROR_CODE :550, ERROR_CODE :Verification failed
I'm trying to figure out why I'm not able to send email from @markancountertops.com to @markanwoodmillers.com I can send email just fine from gmail and other email sources to this address but for some reason it will reject each time trying to send to markanwoodmillers.com from a zoho hosted markancountertops.com This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. xxx@markanwoodmillers.com
How to Manage Marketing Activities With Zoho One?
Zoho One offers your marketing team a wide range of tools that help in building a strong presence, sending prospects the right message, and getting returns on the marketing budget. Other than building a strong presence, Zoho One also helps in capturing
Zoho Flow invokeurl /api/forms/json/leave/updateRecord error "Missing parameter(s) in the request"
Hi, I executed this in Zoho Flow to update a Leave Record in Zoho People :- ======================================== UpdateLeaveRecord = invokeurl [ url :"https://people.zoho.com/people/api/forms/json/leave/updateRecord" type :POST parameters:UpdateRecord.toMap()
Auto Close Tasks
Maybe I've been too busy but I cant seem to know of or find a way to auto-close tasks. Ex. When a certain task is done there is a flag that flags the task to close. This would save a lot more time. I find that half my work is going in and closing tasks after the task is done.
Selecting Multiple Emails
All email software except Zoho has a group select system of choosing a group of emails, say for deleting. Usually you click an email, hold down "Shift", then move the mouse to another email and click, and all the in-between emails are grayed out. What is the point of being able to select all emails? You want to select all the "rubbish" emails as a group and delete them. There is another little issue. I have just noticed there is no spell checker for this text. Surely, Zoho can get up-to-date
Best texting app to work along side Zoho CRM
We have tried a few throughout the years but none that fit what we want. It is all simple texts from events and new money. Anyone know any good texting apps that work well with Zoho? We have tried burst and a few other ones. Hoping there is some new
Upload a photo to respondent response
Can a respondent add a photo to a survey ? If so what function or how is this done?
How to complete Calculations from prior questions
I've added this: ${Q-A[SUM]}+${Q-T[SUM]}+${Q-AJ[SUM]}+${Q-BF[SUM]}+${Q-BU[SUM]}+${Q-CS[SUM]}+${Q-DU[SUM]}+${Q-EN[SUM]} to a Heading/Description (text) question. I thought I had read that the result to this calculation would show when operators are used.
How to upload attached file into CRM via survey
Hi there.....if a customer uses the "file upload", is there any way to get that into a field in the CRM Potentials module...even if it is just a link to the attached file? There are ways to get all other text-based fields in there, but the only place
Import to Project Wiki from Zoho Wiki
Can I export the pages and structure from a zoho wiki into a project wiki? I know how to export from zoho wiki but I can't find a way to import into Project Wiki. Thanks
please add zoho WIKI feature to zohoprojects ...
zoho wiki would make zohoproject environment much more collaborative. especially for Q&A topics and collaborative content. dirsec_ga
Default filter in deluge
I have an application with a custom filter for a view. I want the custom filter to be the default filter when the view is opened (rather than seeing all the records, then having to select my custom filter from the filter dropdown). I can't find any reference in help regarding how to set a filter by filter name. EX: View is called 'Property', filter is 'properties in CA'. When a user selects the 'property' view, I want the 'properties in CA' filter to be immediately applied. As a follow on, I'd
Copy formula
Can I copy a formula to other cells and will the formula adapt to the newcell? Wim
add contacts via api or webhook?
Hi, is it possible to add contact to a specific list via a webhook? The api always returns error 500.
Fetch records from CRM connection for specific use, date range and status field
Hi folks, I have got a deluge script (in a Zoho Cliq widget" that is pulling records from the Cases module in Zoho CRM. The script is working fine - BUT I wan to limit the records being pulled to a very narrow condition as follows: 1. the logged in user is the Case Owner AND 2. the Case Status is not one of the following ("closed", "rejected") AND The deluge current call to the CRM is as follows: inquirylist = zoho.crm.getRecords("Cases",1,20,{"":""},"zohocrmauth"); Problem 1: I am unclear how to
Live webinar - Tried-and-tested techniques to boost sales
We all know that sales is getting trickier by the minute thanks to the competition and how savvy prospects are. The fact is most people absolutely don't want to be sold to. Don't worry, we get your pain. To make things better, we're conducting a webinar
more than 24 hours
With Microsoft Excel, it is possible times to count more than 24 hours example : 13:00 + 14:00 = 27:00 cellularity with microsoft excel = [hh]: mm Is this also possible with zoho sheet ? zoho sheet returns 3:00 instead of 27:00 :-( sorry, I know bad english
Canned Responses
Hi, How can I add Canned Responses in Zoho Support? Thanks Mario BTW we are a startup and love your products...
It is impossible to contact zoho support
I register zoho mail service few days ago, sadly after used it for days, I am afraid it is not a right service for me. I would like to ask for a refund and cancel my account. I have been trying to reach your customer service by emailing cancellation@zohocorp.com and support@zohocorp.com but
Flow for adding WooCommerce account to Zoho CRM not mapping correctly
As part of a flow setting up/updating Zoho CRM contacts and accounts, I have the flow mapping the billing and shipping addresses from a WooCommerce order into a CRM account. When I test the flow it shows this: Create account input: Shows Billing City
TranZition devient partenaire Premium Zoho !
Zoho souhaite féliciter toute l'équipe de TranZition pour avoir obtenu le statut de partenaire Premium ! Avant de vous présenter plus en détail la société TranZition, sachez que nous choisissons avec la plus grande attention nos partenaires. Qui est notre
Formula column IF statement between dates
Hello! I want to add a formula column in Zoho Analytics that indicates the period in which a lead was created. So it must be an if statement that returns the value 'Period 1' when a lead is created BETWEEN Jan 1 and Jan 30. I just can't figure out how
Recurring Process --> Assigning Tasks Automation
What's the best way to put a automatic recurring process in place that will assign tasks to groups of people in Zoho One? We have recurring processes that we want to have done weekly, monthly, quarterly, and semi-annually. As an example, every Tuesday,
Unsubscribes, Topics, and Lists — Understanding the Flow
We operate two brands, each with their own list. We've also implemented topics and organized them into products, one product for each brand. We've also changed our Campaign footers so that rather than having an unsubscribe link, which seemed to unsubscribe
Export Problems with Zoho Show
I have very important files stored on zoho show which i need urgently, but when i try to download those files in the form of pptx or pdf they are damaged (blank or unable to open). i have been trying to reach customer support but i havent received a
Node JS SDK V2, searchRecords using a custom field as a search parameter
Hi! I'm making a Node.js app that connects with Zoho CRM with the ZohoCRM Node.js SDK Version 2. I need to search records from the CRM using a custom fields value as a parameter. I'm guessing this can be done but couldn't find any documentation on how
How to make ticket TAGS more prominent?
I just had to search really hard to find where to add tags to tickets and then when a ticket is tagged, I can't even see the tag anywhere on the page. We need to be able to see tags against tickets from the main inbox / list - is there a way to do this?
close account, return my payment
hi I open account, payed but was not use your site please, return my money and close my account not clear how I cant do it myself
Where do I enable GoToMeeting in the mobile app?
We need to have the option of an online meeting in the mobile app, specifically gotomeeting, but I don't see how to enable it where is the integrations for the mobile app?
Cannot Attach Files from within Google Drive Folders
We maintain a highly organized directory of customer information in our google drive, comprised of thousands of individual folders. We need to attach certain documents from within these folders to various modules in Zoho CRM, but when attaching a file from google drive it only allows us to see/attach items that are stored in the main google drive directory. I would sooner give up our CRM than our Google Drive document structure, so there must be a way to attach these files without needlessly wasting
Image Upload Field Size Limitations
Like most image uploaders I want to restrict my users to specific file formats and image sizes (eg, .png 256*256) How do I do this with Zoho Creator?
Découvrez Zoho Workplace
Bonjour à tous ! Un domaine personnalisé est devenu une nécessité absolue, non seulement pour les grandes entreprises, mais aussi pour les petites ou, dans certains cas, les familles. Nous avons toujours pensé que se lancer ne devrait pas coûter cher,
Zoho recruit job opening status age history
Hello, How can I extract the data which indicates the duration of job opening status. I mean, I need to know how long have job opening been on an interview stage, assessments and etc. Not candidate, but job opening. Thanks,
Amount of time of "on hold" tickets
Situation: My company wants to reward a team for not leaving tickets open for too long. Every time an On hold ticket gets answered by a customer, it goes back to open; one of the agents answers back and changes its status to On hold again. So we are trying
Alert for parsing failure
Hello, Is there a way to create an alert (email or popup, etc...) when parsing a cv through mailbox is not successful? Olivier
Cavas View does not open when clicking from a related list or some lookup fields.
Hi there, We've been using Cavas for all our modules for a few months and it's great. It really improved our productivity and made it much easier for everyone to use our CRM system. However, even though the Canvas View that we created have been assigned
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