Zoho forms dropping into Google Sheets
When a new response drops into Google sheets it drops it into row 1 and pushes everything down. The new submission also takes on the format of that row (it is my column headers). I tried freezing the row but that didn't help. Is there a way to make the
Shopify Interface - New UK VAT rules on shipping
Hi, Following a recent update on Shopify to meet the UK VAT regulations on shipping, all orders with a VAT inclusive item and shipping are failing on the Shopify interface. You get the following error: There is a mismatch between the tax total calculated
domain validation
good morning, a few days ago we couldn't renew the domains on time, but when we renewed them we lost the connection with zoho. The domains are: pantanosdeyalen.com.pe and corporacionkedaluj.com.pe I hope your support to reactivate those domains with zoho
Campos sólo lectura según perfil/rol
Buenas, Tengo la siguiente problemática: Voy a explicarlo con un ejemplo de sencillo, tengo un módulo de "Solicitud de promociones" relacionado con los clientes. Tengo realizado un Blueprint en el que se puede enviar a Validar la solicitud al departamento
Where to store details
I am coding in C#, .Net Core v6. I have this code in an (my) API Application that will be used by another application (or possibly multiple other applications in the future): Token token = new OAuthToken.Builder() .ClientId("1234567890") .ClientSecret("2345678901")
List based fields
Give us the ability to have individual fields within a list. This would enable us to store information that is related on the list in database fields without having to create individual fields for each list. Confused? Let me give you an example: Lets say I have different lists, for each product I offer one list. And a customer is added to the list, if they buy my product: Lists: - Product A - Product B - Product C - Product D And I'd like to store for each purchase the following informations:
Zoho CRM convert lead api not working for me.
Hi Zoho Community I want to use Zoho CRM's convert lead API in our backend server to convert lead to deals. I am passing the following input: { overwrite: true, NotifyLeadOwner: true, Deals: { DealName: "Sanika
Zoho CRM with Servicenow
How to Configure Zoho CRM with Servicenow?
Mixed users?
Is it possible to have have a mixture of user types? We have some users who only need to view data occasionally so the Zoho CRM Professional edition is a little extreme for our needs. Could we have free users as well as the current Professional users
ZOHO meeting REST API Not working
Hi Team, I have integrated ZOHO meeting REST API. When integrated Invite Participants API referred by (https://meetingapi.wiki.zoho.com/inviteParticipants.html) , It will give below error, here i used POST method. { "response": { "error": { "code": "4047", "message": "message : INVALID_METHOD, parameter_name : POST", "status": "failure" }, "uri": "/api/private/json/meetings/inviteParticipant" } } Also when integrated getZipPath,
Overdue Invoice Widget ?
I know we have a dashboard widget that will show the total receivables that are overdue. How can I only show invoices that are x amount overdue? Would like to see the invoice list on the dashboard, not just summed up making me click extra steps
How can I control a field must be input by barcode scanning
I have a field must be input by barcode scanning. So this form only can execute in native mobile mode. How can I control this form can't execute in web mode?
CRM Email - Office365
Hi Guys, Is there plans to change how the interaction for email in the CRM works, only we are forced to use old authentication methods i.e IMAP. Are there plans to implement this using modern auth as it causes us a constant problem having to have app
Facebook 2 Brands
Im trying to manage 2 brands. I have successful linking the different pages on the 2 brands with Google business and Linkdin. However with Facebook and Instagram, I cannot see all my pages to link them with my brands. I can only add 1 of my pages. The
Desk Community Forum Allowed Topic Types Per-Forum
We are using community forums and would like to set it up in a way that different forums are designed to house different conversations. For example i would like to have a specific Forum dedicated to Feature Requests, another dedicated to known problems,
Not getting access token
I am coding in C# .Net core 6. I have installed the SDK (ZOHOCRMSDK-2.1). I have this code in program.cs: var logger = new Logger.Builder().Build(); UserSignature user = new UserSignature("user@email.xxx"); Com.Zoho.Crm.API.Dc.DataCenter.Environment environment
Hide / delete default dashboards
Hello, is there a way to hide / delete the default dashboards in Zoho CRM? Or even move them into a separate folder?
Editing, Deleting or Hiding Public Dashboards
Apparently the system comes with a Dashboard folder named "Public Dashboards" which contains 7 dashboards as follows: Lead Dashboard Accounts and Contacts Dashboards Potential Dashboards Campaign Dashboards Case and Solutions Dashboard Product Dashboards
Zoho Desk : le service client en 2022
Bonjour à tous, L'année 2021 n'a pas été facile, mais nous sommes fiers de savoir que nos clients ont été en mesure d'offrir des expériences uniques à leurs clients dans différents secteurs. Tout comme l'année dernière, nous nous attendons en 2022, à
Purchase Order - creating multiple pdfs and attaching directly to the record using custom button/function
In Zoho Books, we want to save an Invoice, Packing List and other documents for each Purchase Order. These documents will be generated from the Purchase Order screen by clicking on individual buttons (Invoice, Packing List, Other) and the 'custom function'
Customer Name not shown
I am trying to print the sales by customers transactions. However, when the preview of the print came up, the customer's name is not shown. Even the downloaded pdf version does not show the customer name as well. How can I solve this issue?
Display-enabled Department does not show in Help Center
Hi. We have an existing Department which is set to be Displayed in the Help Center. However, it does not show from the Help Center. Kindly advise. Thank you.
Zoho Inventory API gets 401 error
Hi, I have been trying to connect through the inventory API using the self-client authentication generated codes and I keep getting error 401 Unauthorized access. I am trying to connect from Excel VBA with the codes below(replaced all credentials with
Found 'TEXT' but Expected 'NUMBER' for the function 'get'at lineNumber 9
Hello, I am getting this error: Found 'TEXT' but Expected 'NUMBER' for the function 'get'at lineNumber 9 With this formula to add the total value of sales (deals module) into a customer field Email = Email.toString(); resp = zoho.crm.searchRecords("Deals","Email");
Unable to process request
I have not been assigned a default support email address and when I try to create one it says unable to process request. It is very annoying!
Coloured tags
Hello, Please can we have coloured tags in recruit like Zoho has just launched in CRM? thanks
Product Filters based on Stock Availability
Hi Is it possible to enable a product filter based on stock availability? So that the customer can filter out all out of stock items?
Once logged in the app window is not showing any content
tonight I went to use the zoho-notebook app on my laptop which is running Arch linux. When I opened it and having to login using my Google credentials. On opening there is no contents what so ever. Can any one help me? Nik
Dispatch From - Not getting displayed in Invoice
Dear Sirs I am unable to see the "Dispatch From" details selected when creating an Invoice, to be displayed in the Template. I do not find any option in the template configuration to display the same.
Creating a field to add the Month from a Date field
Hi All We have had requirements in the past were clients needed a field to show only the month from a date field. This is a common requirement for fitness centres or other businesses needing to show a report on things like 'Client Join Month'. This can be achieved by adding a Formula field to your module (leads, contacts, accounts etc) in CRM. Here's is the nifty formula to add to the formula field: If(Month(${Contacts.Join Date})==1,'January', If(Month(${Contacts.Join Date})==2,'February', If(Month(${Contacts.Join
Help Using Zoho Projects for Construction Projects
We are trying to use Zoho Projects for managing home renovations. Is there any material for help with initial setup for this scenario? Thank you.
Pre-Filled Fields
Hi, I would like to embed one of my Zoho Checkout Payment Pages (via iframe) into one my Creator Pages, and I need to pass the amount to be charged from the Creator application to the Checkout Payment Page in such a way that the user cannot change it.
"Failed" V2 Bulk Read API
I'm receiving a "Failed" status when requesting a bulk read request from the creator API after about a minute of requesting updates using the request ID. This occurs when requesting data out of a report containing over 1 million records. I've tried submitting
Auto populating fields in other modules
We are a consulting/staffing firm. Our billing rates differ from client to client. In a dream world, this is what I would like to happen. 1) We enter a markup percentage (custom field) in the client record. 2) When we create a new job opening for that
Isuses
Hello, Kindly help us with few issues. 1.One of the Hiring Manager cannot see the candidates under the interview tab but visible under candidates. WE have arranged the interviews with the candidate.e 2. We would like to add approving process for CVs for
Google Tasks Polling Not Working
I created a flow that initiates when a Google Tasks is marked complete. However, the flow is not recognizing when I mark a Google task as complete. I've tested the flow many, many times and it seems your system is not polling Google properly. I came to this conclusion because: When I mark a Google task as complete, the event is not registering in the flow history. I have waited over 24 hours and it never shows in the history. The flow works when I manually run it through your test and debug function.
Can't get organization id by api
Hi! I want to use Zoho Mail APi, but can't fetch organization id through my code(according to this documentation ). It returns me 'Internal Error', which means in your responses documentation that it is your Server error. I can easily get my account
We are looking for an experienced developer
Are there any experienced developers for Zoho Vertical CRM and Deluge in this community? I know this is not a job board but we are having trouble trying to find a good ZVCRM developer. If anyone here can help if you are a developer or who can introduce
Fetch all tickets with API
I want to get all the tickets from Zoho desk, because the API is limited to 100 tickets on each call, I will fetch the data from script, Is there a way to confirm that I got all the tickets? maybe with ticket number? When I try to fetch 100 tickets
Task Categories
Hi Is it possible to customise Tasks, as a minimum i would like to add more categories to the Call, demo etc that are there
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