Dynamic addition of fields in stateless form
This is with reference to dynamic addition in stateless form , ZOHO PEOPLE, where in a user can click on ADD NEW and a row of fields appears in the same form , LIKE adding WORK Experience more than once. How can we achieve this in ZOHO creator.
I have a problem with my em
I created a user for my employees and they can only send email from the created address, they don't receive any email. It always gives an error like "Remote Server returned: 550 5.1.1 ... : Recipient address rejected: User unknown in relay recipient table"
Archive folder option not found
Archive folder option not found Please see attachment.
Tip #20: Work with numbers easily using Table formulas in Writer
Whether you're drafting a numerical table to calculate the total number of students in class or combining multiple mathematical functions to arrive at the quarterly profits, Table Formulas in Writer let you solve simple mathematical calculations by inserting
Combo Chart - Tickets Open Vs Tickets Closed
Trying to do a simple combination chart and running into some issues. Trying to have a single view show me side by side, how many tickets opened in a month and how many tickets were closed in that same month. To make it simpler, I am only going to view
From a Widget on a page, how do I open another page when the user clicks on a button.
I have a page where the user can see a summary of all of their bookings in a nicely formatted (will be once it's functional anyway) fashion through the customer portal. We have another page that is dedicated to taking payments for said bookings. How do
A Simple Guide to Designing Your Appointment Scheduling Website on Zoho Bookings
Hey everyone! My name is Akarsh, an intern at Zoho and I hope that you are safe and sound during these testing times. I will regularly be posting about booking pages in this community page and I am looking forward to helping you out in creating some great booking pages that you can use to showcase your business. If you have any doubts or clarifications regarding this guide, feel free to comment below. So, let us get started! If you are interested in reading more articles like these, click here. Why
I'm new. Need to pull Contacts/Leads with C# (ZOHOCRMSDK-2.1)
I've at most been able to setup a new app and have been searching and looking at sample code, but what I found so far either show me REST API code or C# code for another/older version of the .NET API. I am trying to query leads or contacts in the CRM
Reoccuring Purchase Order & All Expected deliveries on specific date
Does Zoho Inventory support a reoccurring purchase order? For example, I have a standard order of specific list products from a supplier that is delivered every week for the entire year of 2022. Am I able to input that into zoho inventory without having
How to change the product stock when a sales order is marked as "shipped"
In my Zoho inventory, when a sales order is created, the committed stock goes up by 1 and the available stock goes down by 1. In the sales order, there's an option to mark the order as shipped and when that happens, I want the committed stock to go back
Private chat between Agents found in lower left corner - how does it work?
Hi! In the lower left corner of Zoho Desk you can find "Chat" and "Contacts". I try to use the chat to talk with other agents within our organization (and department). I have managed to this by this complex process: 1. During our normal work we happen to have an "Agent collision" when both of us where looking at the same ticket. I could click on my collegue "Agent A" in the top pop-out-box and initiate a chat about the current ticket. 2. Later on, in the Chat window (in the lower left corner), I
Sharing access with our developers
Hello, We use a third party agency as our developers and we need to share with them some sample screen session recordings and heatmap data to help inform their work. Is there a way to share a third party with access to Pagesense or to export recordings
How do I record wages paid to employees & Dividend taken
How do I record wages paid to employees, I will need to be able to account for these separately per employee
Zoho Meeting "Please Wait. Setting up chat."
Hello, please help me understand why this is happening? I do not see any settings to turn the chat on or off. I have always used the chat and this has never been a problem. It just started today. Thank you, Renee
Meet-up virtual de usuarios España: Actualización de invierno de Zoho CRM
Meetup virtual de usuarios en España - Actualización de invierno de Zoho CRM ¡Hola comunidad! Esperemos que el año nuevo haya empezado de la mejor forma. En Zoho, el 2022 ha llegado con muchas novedades, entre ellas, de uno de nuestros productos más populares:
Campaigns Community Meetup - Canada, Australia and New Zealand - February 22 - February 24, 2022
Hello Everyone and happy new year! We all know that proper strategy, personalized approach, accurate content and automation are the four pillars of email marketing. So, we are conducting virtual meetups to address these aforementioned aspects. In our
My emails
Hello, I have a Zoho account and unfortunately, starting with yestarday, we are having problems with the account. We receive emails, but we can't send any. Here you have a screenshot of the problem. The domain is valid, the website is working. What
product name in Ticket module
Hi Team, please replace search lookup format of product name field in ticket module with dropdown field format. this is very easy to select the product from list. end user can not understand how select the product as its mandatory field in our zoho
Custom Functions for Tasks
In Zoho Projects, you can now automate the workflow of your tasks by creating a custom function. You can drag-and-drop Conditions into your function using Deluge. These functions can be called from one or more task workflow rules and blueprint. For Instance,
Need assistance with Aggregate formula to calculation % of total
Hi All - I'm trying to create an aggregate formula to calculate percentage of total. THe end goal is 3 columns: 1. Request Type 2. Request Count 3. Request % I have the following whihc works if a hard code the total. But when I try to add the SUM function,
Opening balance for vendors
I'm trying to migrate to Zoho Books. I have a vendor with an existing balance (in credit, due to regular payments on account). The documentation tells me to find the "Opening Balance" field under "Other Details", but it isn't there. Under "Other Details"
How can I get or search the today's leads based on created time
I would like to search (searchRecords) or get(getRecords) the today's leads using deluge. This is based the today function and created time of the lead as I understand. But I do not know how to write the function to get the records... As far as I understand
Important Notice to Zoho Mail Indian DataCentre (IN DC) deployment users!
Hello all! Greetings from Zoho Mail team. As part of our commitment to high availability, we are expanding our infrastructure and as a part of it, we are including additional IP ranges for Zoho Mail IN data centre. The new IPs will be put to use in
Replace first 0 with 91 using deluge ? How ?
Hi, i am trying to replace first 0 with 91 using deluge .. How ? Can i get the sample code in udpate task .. Thanks and Regards, Sidhant A.
Digital Marketing Agencies: Create Fantastic Appointment Scheduling Sites
Very often, an online presence is the only face that a Digital Marketing agency has. The very best among the competition is only chosen when the prospective customer has a good understanding of the excellence of your work. Most agencies tend to grasp this right and end up making stellar websites that wows the customers. However, then, in this age when even scheduling appointments are all the rage on the internet, do you think that is all what is required? Additionally, there is no scarcity of digital
ZOHO CRM API V2 Retrieve Contact Owner
Hello. Very new to ZOHO API. I am working on a proof of concept script to retrieve Accounts and Contacts from ZOHO CRM using Python. I have decided to use COQL and build up a SQL Style query to retrieve the info I need as I need to wrap it in a WHERE
Associate a price book to an account
Hello, I would like to know how to associate a price book with an account, so that the quotes will include the correct price (based on the price book associated with that particular account) as soon as a product is selected. Thanks!
Calls with Zoho CRM - One way call issues
Hi, There are so many call issues that keep repeating when the reps try to call. They cannot heat the callee or sometimes the caller cannot hear the reps calling. Sometimes it works and sometimes it doesn't. Checking with Twilio also has come back
Generation of PDF using Docs Template using Zoho Forms
I have created form using Zoho, the responses of which are linked to Google Sheet. The link of google sheet is as below. Once a user submit the form, the data uploaded in google sheet automatically. https://docs.google.com/spreadsheets/d/1bE9RdYs9g3tdawbUzSUz2sG_SknlwfONA9_5MVztJu8/edit?usp=sharing
Database accidently erased - can ZOHO restore it using past recent info ?
All entries in one of our databases was accidentally totally erased by someone thinking they were backing it up. Some 35,000 entries gone. Our backups were also erased at the same time. Is there a way for ZOHO to restore all the data using their past
Automate Actions and Make Best Use of Your Time with Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Unblocking my Account
Hi, I recieved this error named 'Sender Address Blocked' while sending messages on support@edu2review.com Please solve my issue With Regards
Can forms and auto-responders be abstracted to be re-used on multiple pages?
Hi, our site has approx. 30 products, each of which has its own manual. We have set these up in ActiveCampaign as lead magnets, where the user must enter a name and email in order to download the manual. Then leads are tagged accordingly and passed on
Reports missing data
Anyone else having issue in ZohoOne CRM where reports not showing all data? various reports we run such as email report or notes report that we create in which only some of the emails for the data range appear on the report. I can go into accounts or leads and see emails and notes are in zoho but not appearing when I run a report. (Two separate reports I am referencing here) We are also experiencing other issues but that's for another topic.
How to fiter Query Table using report as a filter?
Greetings! I have a dashboard with multiple reports and all of them are acting as a filter. Everything was working fine. So I created a Query Table to join data from different tables and show as a list of items into this dashboard. The main purpose is
Email - setting up a company email account
I currently use email with my company account microsoft 365. How do I setup to use Bigin with my company email? I tried the Office365 choice, and it would not work. It would say that my password was incorrect, when I know it is correct.
Add Payment Status to Expenses
Hello developers, I would like to request an important feature: Add the expense payment status. - Paid - Not Paid For example. It's possible?
Managing multiple offices under one account.
Is it possible to manage multiple offices under one account? I don't necessarily want to share all data amongst both offices. For instance, I don't want office A to see office B candidates and vice versa, however, I would like for both to be able to post
Want to link to an Instagram Page but it keep taking me to Facebook to log in
Good Morning. Trying to link to an Instagram page, but it keeps taking me to Facebook to log in. Why?
Zoho Connect Manual, -VS- Zoho Desk KB -VS- Zoho Learn
Another typical confusion from Zoho One users -- which of the following Knowledge Management tool is the one Zoho will be developing moving forward? they all seem to serve the same purpose.
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