Customer Portal
Does the customer portal section (in commerce) have the option for us to add additional documents? Say a customer purchases an item and we want them to always have access to the instructions / owners manual / warranty information. Or if we need to use Zoho Sign for documents... How might one have that kind of info show up in the customer portal? Is there perhaps an easy way to assign a digital document with a tangible product so that they are always linked? Additionally, we utilize other zoho apps,
How do I make API calls in Creator?
I'm attempting to make an API call using the node "request" package. Whenever I execute the function, it says it executed successfully but there's never anything in the output. I'm wondering why that is. It seems like nothing is even being run inside
How to filter list of contacts that do not have Topic associated in ZOHO CAMPAIGNS
I am trying to send out an email campaign to a specific topic list. When selecting recipients, it is telling me 10 of my recipients meeting the list criteria do not have topic associated with them. How can I find out those 10 contacts in ZOHO CAMPAIGN
Adding external member
Hello I have a Zoho One Account and I am the only user. No employee. Now I would like an external person to access one of my WorkDrive Folder so that he can edit certain files. Can I add him as member of that folder to achieve that ? If yes how do I add new member ? Adding an external member would not impact my Zoho One subscription as I am still the only employee in my company , right ? The external link is not doing the right job for me as I really would like the file to stay in the folder, being
Zoho Forms Page Rules
Hello, I'm putting together a Zoho form that includes rules based on answers to form questions. One of my page rules needs the ability to move backward in the pages, but the rules only allow it to skip forward to pages past the current page. How can I
Add emails from Outlook
The depreciated Outlook plugin had a feature where an email could be added to a Contact/Candidate in Zoho Recruit. The new Outlook add-on does not include this functionality yet. It looks like this feature is planned for Zoho CRM, including additional
Books in Poland
Hi all! I am just curious...is there anyone from Poland who implemented Zoho Books in his company? :) I am checking right now level of compliance with Polish regulations, etc.
Analysing all data in Zoho Survey
I have added the Survey data source to Analytics and am trying to create a pivot or dashboard - anything really that pulls out the data from my chosen report (or reports) including all of the responses, whether they are text, scoring etc. I cannot see
Not able to customize thank you emails
When a customer pays online for an invoice, a thank you email is generated. It is signed "It was great working with you, looking forward to doing business again." It somewhat implies we are done doing business. It would be wonderful to be able to customize
Bybrand for Zoho Desk now supports department signature
Zoho community, I would like to announce that Bybrand for Zoho Desk now supports different email signatures in each agent department. This was a frequent request from customers, and also suggestions here in this community. Therefore, we worked this month
Update the purchase price of the item (product) when a quantity purchase is made from Purchase Orders in zoho Books.
Update the purchase price of the item (product) when making a purchase by quantity of Purchase Orders in Zoho Books. Good afternoon. I would like to know how to update the prices of my products with the purchase orders from zoho books. Example: when buying
Encode Base64 image
Hi, I have troubles with encoding (base64) an image I uploaded after submitting the form. I got the source from the image, but when I'm encoding this source, I get an encoding string from the src as a string, but I want an encoded string from the image itself. Could you help me? My deluge code: or_image = input.Taken_Image; image = or_image; img = image.replaceAll("/sharedBy/appLinkName/",zoho.appuri); img = img.replaceAll("viewLinkName","Images_Report"); img = img.replaceAll("fieldName","Taken_Image");
Deluge bug? Accessing an encrypted date field
I have an encrypted date field on my form called DOB. Calling this from a report button workflow: info input.DOB; shows: 1018600 //not a date (encrypted text?) Calling `info` on a different, unencrypted Date field from the button workflow correctly shows
Passing encrypted value from Page to New Page
Hi, I am passing an encrypted value from Page1 to Page2 using the following openUrl in Page1: openUrl(...#Page:Page2_HTML?myReceivedID=" + encodeUrl(encryptedID),"same window"); However, in my encryptedID value if it contains characters such as '+',
Zoho SMS Campaigns - Adding a Linked Image
Hi all, We are trying to run an SMS campaign that provides a hyperlink to a particular PDF/image. Does Zoho have the ability to host that PDF/image and provide a link, or do we need to host the PDF on an outside website?
Task and pop up notifications
Hello! I have doubts about how to use the task notification. I followed the guide, and also the support instructions, but I can't get the window notification to work. Email notification does work. I have the correct timezone settings. Has anyone encountered
How can I propose a new time for a meeting?
I have been invited to a meeting from an external business partner. After I initially accepted the meeting I need to ask for a change in time. How can I propose a new date/time for a meeting that is already in my calendar?
CRM Variables
Can you provide an example of reading and writing to a CRM Variable? I want to store a datetime of when a custom function was last run. Thanks in advance.
Emails sent from my "primary" go to spam
When I send an email, I can choose from 3 options for who I send it from: There's a primary one and two aliases. When I send from either of the aliases, everything is fine. But when I send from my primary one, the email goes to the recipients spam folder.
How to get contact address fields from Zoho Books into Zoho creator form
Hi I have created an app which allows users to record a new retainer contract. The main form for this app pulls data from Zoho books using the Zoho integration functions. I can easily populate a dropdown field in my creator form with a list of all company
Production - Training - Development Copies of the Same Zoho Creator Application
Thanks for taking the time to read my post. We have a project that requires us to keep 3 copies of the same Zoho application. One is for the Production system (which the client will use for their day-to-day operations), the second is a training system (which ideally is a copy of the current production system for use in training their staff and team members, clients, etc. on the Zoho application) and the final copy is a Development copy (to be used by our Zoho developers for making bug fixes, new
Remarks field on Candidate and Position association
Will it be possible to add remarks field on Candidate and Position association so that we can maintain feedback of candidate for specific position. We are trying to use Notes but it's really not possible to search information.
Gestion de projets - Les premiers pas
Zoho One vous propose deux solutions de gestion de projet : Zoho Projects et Zoho Sprints. La différence ? Lorsque votre équipe suit un processus conventionnel pour gérer le travail et organiser les tâches, vous pouvez choisir Zoho Projects. Il suit la
How to add a custom node package to Creator?
I'm attempting to call the Braintree API through Zoho creator by making a custom function in NodeJS. In order to run this code, I need to install the Braintree node package but I can't seem to figure out how to do that. I can upload files but not entire
ZOHO has charged me randomly on my credit card.
I have random charges on my credit card. The only paid Zoho service I am using is Zoho Recruit. Can someone please help me understand these charges?
multiple filtered results from single table
Hi, I have a table called 'Applications' that include a list of apps on each computer, and their versions (and computer serial number) What I want- A table (query table? Report? Dashboard?) showing the serial number, and the version of a couple of these
Transfer Related Lists from one module to another
Hello Everyone, I have written a custom function to move lead record to a custom module. I want to move related lists as well along with the record. Can anyone help me with the function to copy Related List - Activities, Emails and Ringcentral SMS Attached
Getting SSL certificate problem in Zoho API EU Domain while other domain (COM, IN) are working fine.
Hi, We have multiple Zoho clients (COM, IN, EU) from different regions, where we sync data from their other sources to their Zoho CRM. All API is working perfectly till 11/20/2021. But now only EU domain API (https://www.zohoapis.eu/crm/v2/Sales_Orders)
Creating tasks to someone assigned in a user defined field
I'm trying to automate out process, and running into difficulty. I'm trying to have tasks assigned automatically to people along the sales process. I tried to have workflow rules and custom functions to have the potential owner change along the process
Leads - Business Card
Good afternoon. I'm trying to display the Company Name field on the Business Card at the top of Leads, however it won't allow me to do (it's the only required System Field on the page so I assume this is the reason, as I can add any other fields?). Is
Deduplication of Leads and Contacts
We are cleaning up our leads and contacts modules. We have a number of duplicates that exist BETWEEN (in both of) the two modules. Is sthere a way to deduplicate BETWEEN modules?
Zoho Mail Outlook Add-in for Windows - POP support
Dear Outlook Users, Last November, we brought you the Zoho Mail Outlook Add-in for Windows with features to boost the email security on your favorite client. If you've already tried them out, share your experience below in the comments section. In case,
Error adding department support email address
Is there a limit to the maximum number of departments in Enterprise. We have around 100 at the moment.
Picklist can't be edited inline, only in edit mode
Hello, I have a picklist field "Rep Firm" that cannot be edited inline like all other fields within the Accounts page. The only way to edit the "Rep Firm" field is to click the edit button at the top, make the change, and then click save. How can I make
Layout Rule with numbers?
Is it possible to have "x" amount of single lines show up based on a previous picklist question? IE: First Question - How Many Rooms in your house? User hits the drop down to select 5 then the rule would only show 5 single line fields possible?
Accessing Zoho Mail Service!
Hello All, Zoho Mail Services across IN deployment is currently experiencing downtime. Due to this, users will notice the following error "We will be right back" or loading issues while accessing via web browser. Our technical team is currently working
Duvida em relação as metas do motivador
Por que ao criar as 10 metas para 3 usuarios. ai quando filtro um usuário em especifico, hora aparece apenas 3 metas e outra aparece as 10 ?
How to assign a task to the CRM contact owner in Zoho Campaigns automation section?
We have an email campaign set up for a bunch of contacts and each contact is assigned an owner in the CRM through a field. We want to set up a workflow in campaigns that creates a task to notifying that owner to call the contact after a link in the email is clicked. However when setting up the workflow I can't find a way to assign the task based on the contact owner - I can only select a specific user to receive the task. Is there a way I can get it to work as i described it? Thanks
Creator Page- Gauge Minimum Value
How do you set a minimum value on a gauge other than 0? I would like to have a gauge where the target value is zero, and the values range between -20 and +20, for example.
how to show / hide custom action button for user?
hi! made few custom actions and a number of reports with custom actions in report i can show / hide fields for user logged-in how can i show / hide custom actions for such logged-in users? making duplicate of reports (with different actions in) is too complex for this task
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