Décembre : un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à tous, Il est déjà temps de cloturer l'année 2021 pour découvrir ce que 2022 nous réserve. En attendant, voyons ce qui s'est passé sur notre Community. Tout d'abord nous souhaitons à nouveau féliciter notre partenaire Mobix qui a obtenu le statut
Numbering search results
Hello, I've noticed something that would be a little bit helpful some of the time which you might want to add. I've been going through the results of a search using the < and > (Next / Previous) buttons, and felt it would be helpful to have some numbers
500 error when requesting mail API for messages
I'm following the search email documentation. I made a request for http://mail.zoho.com/api/accounts/724572269/messages/search?searchKey=subject:meeting and I'm getting: { "status": { "code": 500, "description": "Internal Error" }, "data": {} } What could
zoho upsert 400 status code
Hi, My question is related to 400 status code in upsert API call. When we try to upsert data and if there is 400 error (bad request) , will the response always contain "data" element ? Does 400 always send a body with it ?
Call Recording
Hi we use Ring Central phone system and phone bridge from CRM and would like to attach the recording of the call to the closed activity record on CRM. Is there a way?
Zoho Domain Authentication
How do i complete Authentication of Domain purchased on Zoho? and how do i verify SPF, DKIM on Zoho Campaigns and other zoho apps? Also how do i verify DMARC?
What is the timeline for Job Opening & Client radius search?
This is an absolute standard for any recruitment ATS or CRM. How can it be implemented into the Candidates module but not Job Openings or Clients? Surely the majority of the script is also built and ready to go?
Numbering search results
Hello, I did write already but got an error message, so I apologise if this is a duplicate. I've been searching on the CRM recently, and using the < & > buttons to scroll to the Next / Previous records, and noticed that it would sometimes have been helpful
Extremely POOR response from Customer Support !!!
As a recently signed up client of Zoho One whilst really impressed with the technology and value for money what has been so far hugely dissapointing has been the lack of any service from the support channels !! Am I missing something in how to approach
Zoho desk won't refresh my ticket, says "aw snap" and does nothing
Zoho will not refresh my ticket it says "aw snap please refresh your browser" Refreshing the browser, clearing the cache and restarting it does nothing to refresh the ticket. The customer has updated the ticket but I can't see the update because of this
Payments diagram in mobile app
Hello. I like your service very much. It is probably on the the best sofwware for invoicing I have ever seen. Moreover, I think that Zoho Invoivce is the most advanced from the user experience perspective among other Zoho App. But there is one UX thing
Contracts Not A Link in CRM
When using the 'Request Contract' button in CRM, once a contract is generated an entry appears in the 'Contracts' section of a Deal. But, these contract entries are not selectable meaning you can't click on them to open the contract within the Contracts
Approval Process - Forcing Editor to answer bespoke questions after approved.
I understand that the approval process, does not allow the "approver" to edit the record which is locked. Only once the record has been approved, can it be edited. I have a requirement where an "approver" will look at a record and either "approve" or
Workflow Rules - Email Notes Alerts
Hi Guys, Trying to set up an email alert/ work flow that will send an email when a note is entered against an account and/or contact Could you please advise how to do this? Andrew.
Can email notifications be sent out when notes are added?
Hi, I'm trying to set up a workflow rule to send out an email notification to a team of users when 1 user adds a note to a Potential. Is this possible? If not, is there any way I can notify a team of users when a note is added? Thanks, Chris
How can i add discount code field as a text
How can i add discount code field as a text in aggregative field of invoice module in Invoiced Items. as shared the screenshot for reference. There i can see only number, Currency and decimal field type. Thanks, Sidhant A.
How can i add discount code field as a text
How can i add discount code field as a text
Reduce unattended subscriptions
Hello there, Is there a way to reduce unattended subscriptions for Zoho Assist? Apparently I can increase more devices but can't reduce the numbre of them through the console. Thanks in advance
ZOHO timesheet webhook not triggering
I am working on ZOHO timesheet, where I want to send the timesheet to Database whenever user submits timesheet in ZOHO system. I have created a webhook (FormName = Timesheet) and added the URL that sends data to DB. (Zoho->Setting->Automation->Actions->Webhook).
API OAuth 2.0: Request failed with status code 400
I'm using the Zoho Mail API trying to follow these instructions for OAuth2.0. 1. I called the Authorization URI GET request in the browser address bar: https://accounts.zoho.com/oauth/v2/auth?scope=ZohoMail.folders.READ&client_id=1000.23UUJK43IAZY4NK9BOSL47RVJYUY6T&response_type=code&redirect_uri=http://localhost:4000/zoho_callback&state=87654677676321
Is it possible to create new custom module in the Books , If yes ... How ??
Hi, Is it possible to create new custom module in the Books , If yes ... How ??
I can't send a message
the letter hangs in the queue and is not sent
Gmail POP3 not syncing new mails
Hi, I added my Gmail account via POP3 a while ago. In my Gmail settings I set POP3 access to only allow access to mails received since it was enabled. I monitored if everything worked in Zoho and decided to sync my mail history over to Zoho (so I have
Issue with Bigin App Loading
Bigin after login into the Android app just shows the loading page. And nothing comes on screen
Edit the Request Contract form?
I have Contract integration enabled with CRM and so have the 'Request Contract' button enabled in Deals. Is it possible to edit the Request Contract Form that pops up when you select the 'Request Contract' button? Also, are the fields within the Request
Remove footer ad?
Hello, Before I never had a footer on our site. Now its asking to pay to get the footer removed? Why is that? I signed up for services which included no ads or banners. Now how can I remove those?
Contract Attachment not updated in CRM
When using the 'Request Contract' button in CRM, the initial version of the contract is added as an attachment to a deal. When the Contract get updated, such as signed, the version of the attachment doesn't get updated which leaves you with an out dated
Zoho CRM Accounts not syncing with Zoho Books
In Zoho Books, I have set the integration to sync with Zoho CRM Accounts. Unfortunately my CRM Accounts are not syncing. Has anyone else had this problem.
Save Signatory Fields in Contract Template in Contracts
When sending a Contract for Signature into Zoho Sign, you have to manually add the Signature fields every time into the Contract SIgnature block. Is it possible to save these fields within the Contract Template to save this manual step?
France: QUADRATUS file format for monthly export.
We need to export invoice and credit note info on a monthly basis from Zoho Books to our French accountant. In France it seam like a standard format for export/import of financial data is the format called "Quadratus". Do anyone know anything regarding
Sort a Picklist
I have a form with two lookup fields. The fields are: Client - a lookup from form Clients; Project - a lookup from form Projects. On load I want to filter Client so that it contains only those clients that have a project and sort the resulting Client list. I can filter correctly but not sort. Code for On Add - On Load is as follows: clientList = Projects [(Client is not null)] sort by Client ; // alert(Projects.Client); clear Client; Client:ui.add(clientList.Client.getall()); Help appreciated.
Zoho Docs directory location always add suffix
I was trying to configure Zoho Docs (windows) apps settings. But when I wanted to change the Zoho Docs folder, it always add "Zoho Docs" child directory whatever directory I select. It is technically a bad idea. So is there any way I can select the folder without "Zoho Docs" child folder inside my directory?
testing
Trying to use the other "Contact Support" tab. but didn't seem to work - figured I'd see if this works.
application specific password
I've been using the application specific password for several years. The last few weeks I need to constantly renew these passwords. I have one for my phone and one for a Thunderbird mail client on my pc. Today I've had to renew the one for Thunderbird
How do I make a custom time stamp field in zoho CRM
I would like to add multiple dates to one field in zoho crm. Does anyone know how i would do this? I was thinking custom funcitons.
Provide temporary access to develoepr
Hi guys, Which is best way to provide access to developer for setting in Zohio Mail Console? Thanks,
Zoho Desk appears to be down across multiple browsers
Is there anywhere I might find updates about this situation?
Setting up distributor relationship
Hello, We are a manufacturing company that works with large distributors that sell our products to end users. Once a PO is issued we ship directly to the end user. I haven't been able to find a way to express that relationship in the CRM so that it also syncs with Zoho Books. I would love to be able to populate the end user's shipping information while also being able to send an invoice to the distributor. Are there any ways to do this? Thanks in advance! Ian McConville
How to Fix Web-To-Lead Duplicate via Multiple Click of Submit Button
When a lead is on the web-to-lead form on website and fills out information, if they click SUBMIT more than once, it will submit more than one lead to CRM. I DONT want to prevent a lead from being able to be submitted twice (on different "occasions")
Custom function to automaticlly create a contact when an account is created
We need a custom function to automaticlly create a Contact when an Account is created. The fields that need to be copied are: Account Fields 🡪 Contact Fields Account Owner 🡪 Contact Owner Account Name 🡪 Account Name text of Account Name 🡪 Last Name
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