How could i Remove starting space using deluge ?
How could i Remove starting space using deluge ? like if a = " ABC DEF"; then output should be ->ABC DEF , remove starting space only if available how ? Thanks and Regards, Sidhant A.
Barcode Generation
Hello I am trying to create a barcode in the Record Template of Zoho Creator. I want a particular field to become a barcode. Can anyone point me in the right direction Thanks Amanda
Data Disappeared
I have created some customers and invoices in 2021, but all date disappeared now. can you help in this
Canvas - Deals (Related Lists)
How can I show certain stages on a canvas deals widget? Right now if I drag the Deal data over, it only shows all deals. I just want to see deals that are just open, or under review? If its not possible, can this be done with deluge scripting?
Extension pointers for integrating Zoho CRM with Zoho products #5: Manage your Zoho CRM project deals with agile methods by integrating Zoho Sprints
Sprints play a critical role in agile methodology as they involve breaking work down into smaller, deliverable, and implementable pieces to ensure smooth, frequent, and timely delivery. Zoho Sprints follows the agile project management process. The diagram
Deluge Script for pulling in a lookup field from another module
I'm sure this has been answered somewhere along the way, but I've searched through the threads and came up empty for this specific request. I have a module "". This module is related to the "Cases" module. The Inspections module has a lookup field which bring in the specific case it is related to. When that case is brought over. I would also like information in the case record to be brought over too (account, street, city, state, zip). The "account" field is a lookup - tied back to the "accounts"
How to call zoho bot if the user performs an custom action like clicking a button
Hi zoho. I want to call the zobot an pressing this button.how to perform that? When the user presses book appointment the Zoho bot should popup.
Can I relate a CRM Contact to a Project without the contact getting an email?
I want to add a relationship between a contact and a project but I don't want the contact to know anything about the project. The system seems to send an email to the contact when I associate the project. Can this be turned off?
Sync CRM estimates with Projects estimates when create or associating project
Hi, I have CRM, Projects and Invoices synced up, does the estimate I create in CRM sync over to the Project when I either create or associate a project using the button in CRM? I have 2 estimates in a deal, I have just created a new project for that
show on screen how much money to give back to customer
Is it possible to show on screen when creating invoice how much money to give back to customer ? like a point of sale function but in zoho books, so the person when creating the retail invoice, can quickly see how much change to give back to custome
New Changes for Tasks are a BIG PROBLEM
My company uses tasks to manage calls. Calls are too specific to a time, so tasks work better for us. The contact layout as it was up until a few days ago made it easy to click a task and complete or edit it. Now, there are more descriptors to market
Community Digest: Samenvatting van Januari 2022
Beste Community leden, De eerste maand van 2022 zit er alweer bijna op, en dat betekent dat het tijd is om terug te kijken op de maand Januari. Deze Community Digest is een samenvatting van wat er in deze maand is gebeurd binnen de Zoho Dutch Community.
Do you have a desktop chat app for Zoho connect?
Our employees would like to communicate throughout the day via chat but having to be in the browser makes it too difficult. Thanks!
Subform help
I have a plan of what I want to do but no idea how to do it! If anyone can tell me if its possible and how I would go about doing it would be really helpfull. I have a form called "Mark_Class_Roll" which has a subform in it called "Student_List". To
Time spent column missing from report columns
If I create a global report from the all departments view and I add time entry to related modules I am able to add the time spent column to the report. If I create a report with a specific department selected then when I add the related modules I do
Preview support for raw image file formats in Zoho WorkDrive
Zoho WorkDrive now supports previews and thumbnails for raw image file formats used in leading camera brands (such as Canon, Nikon, and Sony) or applications (such as Adobe Photoshop and Capture One). You can now easily share high quality raw images with
Add Note Creation and Association as Zapier Action
ZOHO Team, It would be wonderful if you could allow for the creation of a note record with your Zapier integation. We have current customers submit forms on our Hubspot managed website all the time and I would like for those actions to be recorded somehow in the Contact and Account records in ZOHO crm. If there's already some way to accomplish this please let me know. My preference would be for a Note to be created and associated with the appropriate record (authenticating by email match). Thanks!
Databridge on multiple machines
Hello We have set a databridge up on a machine where our database will sit but I cannot see this when I log in (it was set up by a different user). Should I be able to see this? I am setup as an Organization Admin. Also, if I also connect to the machine
Deprecation of older versions of ASAP Mobile SDK | Zoho Desk
Hello, everyone. Greetings from Zoho Desk ASAP! In order to continue to deliver the best and most secure experience to our mobile SDK users. On account of the recent enhancements and updates to the mobile SDKs, we have planned to mark the older versions
Track Emails as Activities
Does anyone know of a way to watch on the HOME screen any emails sent from my staff as an Activity. We are using BCC Dropbox and its working great but I need a way to watch the daily communications from my staff to our clients, zoho dosen't seem to treat an outgoing email as an Activity. Anyone have any ideas on how I can do this? Thanks!
Unknown text for null in Widget
Dear Community, I have a question for Widgets. When I have the technical null (no data) there is the text Unknown placed in my Widgets. For Grafiks there is a posibility to rename this value, but I did not find a posiblity to do this for Widgets. Th
Territory related reporting
Hi, We use Territory Management extensively in Zoho CRM and our reporting is done based on each territory but unable to find the option to create reports in Zoho Analytics based on the territories. Can someone help if I'm missing something.
Display sheet sorted by category with titles
Hi, What I want sounds simple but I can't work it out. All of the computers in my database have a status of either '0' or '1' Zero = computer is current One= computer has been archived I want a simple spreadsheet / report that will list ALL computers,
Is it possible to change the size of Email pop window in CRM?
Hello! I am wondering if it is possible to change the size in which pop up windows (like the ones when you send an email form the CRM) can be changed? With 15" screens or less, one needs to move the window to see the options and buttons (as 'Send') because
Quote Number on an Invoice
Hi Zoho When I create a quote I get a auto generated quote number. I then convert the quote to the invoice to send to the customer. Export the quote to PDF but there is no way i can see to include the quote number that corespondents to the invoice. There
No ContentHTTP 204 There is no content available for the request (Quote
URGENT* I’m hitting the API(s) to product information from a specific quote but It isn't sending a response. API endpoint: https://www.zohoapis.com/crm/v2/Quotes/search?criteria=(Quote_Number:equals:*************) It returns: No ContentHTTP 204 There
Post to the company wall using the ios app I
When I try to Post to the company wall using the ios app I get the error this group has been deleted or does not exist. If I post using the website on my computer it works fine. I can also see that post on ios. I just can not create a new post on
User create in zoho meeting API
Is possible to create user in zoho meeting API
X-ZohoMailClient: External footer
Hi! I've recently registered my domain here so I can use custom email addresses for my automated projects. One thing I've noticed, which is a bit irritating, is that when I send an e-mail via sSMTP from linux, it places a line "X-ZohoMailClient: External"
Zoho Mail integration with SuiteCRM
Hi Is it possible to integrate Zohomail with SuiteCRM. I have been trying for days to do this. Any assistance would be welcome Abiola
How do you create a packing slip
Invoices are great, but how do you create a packing slip for that invoice?
Zoho Commerce - Net Payment Options
We use Zoho Commerce as Business to Business sales platform. I love most of it but struggle with finding some very basic features on the platform one would expect on a business website platform. Is there a way to have net terms as a payment option
How do I take pre-orders?
I want to take pre-orders for a set number of items that in production right now. ability to capture payment info would be great but not a must.
Date field is neglected in contact import
Hi, I'm trying to import data from an Excel file. All fields work fine except one -date field. I can't populate any date field in my contact list from XLSX file. Do you have any idea what can be problem source?
Disable Fields in a Spreadsheet Report
I am VERY new to Zoho, and I am trying to create a spreadsheet report to allow me to update multiple reports in a grid. I have figured out how to include and exclude fields, and how to limit the report to only allow edits, but I can't figure out how to disable some fields, but not others. I want to be able to assign a "follow-up type" (mail or fax) to a record, but I don't want the user to be able to change who the record is assigned to, only change the "follow-up type". Is this possible? Thank
Lower case function for Lead email field
Hi, When a Lead is created from the email parsing method we want to keep the Email field in Lower Case text. we know how to create the function but we write something wrong. Is there somewhere or someone to post it here?
Item Line Number
Is there a way in Zoho Inventory's Sales order section to add sequential line numbers to a sales order, packing slip, and invoice? We work with customers who order a large number of SKUs. Often when we are working with them they ask how many different
Automatically update Contact status when Account status is changed
I currently have a field for "Status" in my Accounts, which denotes whether the client is active or inactive. I'd like to be able to have that same field (synced) in the related Contacts so that I can send a targeted email to active contacts only. It
Identify duplicates between leads and contacts to either delete or merge
What is the simplest way of.... Example 1: Identifying duplicates across leads and contacts What is the simplest way to identify 'duplicate' records across leads and contacts based on email address? ie. identify all the records that exist as both a lead
CRM map
Is there a way to take the addresses in the Zoho CRM and overlay them in a google map interface. It would be really helpful for traveling sales in a city so that someone could map out their course. Let me know, Chris Chris Redhage
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