Implement Roll-Up Summary Fields
Zoho Recruit should have the ability to implement Roll-Up Summary fields. This capability is well known and established in other CRM systems such as: Salesforce https://trailhead.salesforce.com/en/content/learn/modules/point_click_business_logic/roll_up_summary_fields
Zoho Sheet Wildcard Match
I am trying to create a sumif function with a wildcard, but I can't figure out what Zoho's version of wildcard is. I want all cells to sum if they have the word food. For example: Sumif(B:B;"Food";C:C) I know Excel uses * , but what do Zoho sheets use?
Zoho Finance Limitations 2.0 #8: Custom CRM Currency Fields will not map to Zoho Books. Only Decimal field types will work
When setting up your Zoho Finance integration you map your fields. If you have custom currency fields such as "Cost Price" setup in CRM these fields will not sync to Zoho books and you'll get errors because the "Field Type" does not match that of Zoho
Not seeing necessary record ID. please see linked video for full explanation.
https://workdrive.zohoexternal.com/external/781da89cbab70d6219bd698d2c1cc243f4d6bbaa4495226223590dfeb6d31b90
Diagnostic-Code: 4.7.0 [31.186.226.238 15]
Hi I sent an email and I'm getting this error This message was created automatically by mail delivery system. THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED TO RESEND YOUR MESSAGE. The original message was received at Sat, 11 Dec 2021 13:53:34 +0100
Creating a ticket without automated email to Contact [checkbox?]
In some cases when creating tickets it is not necessary to automatically send an email to the contact. Especially when creating tickets for documentational purposes. A simple checkbox for something like "create ticket without automated email" would be a huge QoL improvement. Thanks.
E-Invoicing in Saudi Arabia
Which Edition of Zoho Books is compatiable to Phase 1 and Phase 2 of new E-Invoicing system introduced in Saudi Arabia from 04-12-2021 by Saudi Tax Department ?
【12/17(金)Meetup開催】参加者にはノベルティプレゼント！Zoho サービス相談会/情報交換会もあります
こんにちは、Zoho Japan コミュニティチームの今成です。 12月17日（金）16:00から、今年最後のMeetup(ユーザー交流会)を開催します！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol4/ 前半は今年9月にZoho サービスを導入したユーザー様のセッションとして、現状の利用状況とこれからどのようにZoho サービスを利用していくか、これからの構想談をお話いただきます。 後半では、Zoho CRM
Sending email fails using django
I'm trying to send an email using django but keep getting authentication error here's my settings EMAIL_BACKEND = "django.core.mail.backends.smtp.EmailBackend" EMAIL_PORT = 587 EMAIL_USE_TLS = True EMAIL_USE_SSL = False EMAIL_HOST = "smtppro.zoho.com"
How to use Desk Invoke API ?
We are planning to work on using The Channel Integration API: https://help.zoho.com/portal/en/kb/zoho-crm-platform/extensions-for-zoho-desk/channel-integration/articles/push-data-to-desk In order to push data from our app to desk. It seems to be a good
ZoHo eMail
I need to switch from an old outlook email platform and heard ZoHo has an email service. Anyone use it with any luck? Any concerns with it? Thanks so much for any opinions and feedback.
Overview for unattended access
Hello, we have hundreds of clients in dozens of groups. When starting the overview of unattended access, you get a) the clients of your default group or b) all clients The most needed and most sense besides favorites would be c) all groups (not all clients
mass update using deluge
Hi, using deluge how can we do the mass update in function.
Fill in a field with the modified date/time modified date/time of another field
Hi, I am trying to update the "Contract_Returned_Signed" field with the date/time that the "Opportunity_Status" was modified, but I am getting the error message "Failed to execute function Argument type mismatch - Found 'TEXT' but Expected '[BIGINT]'
Slow Workdrive Sync as well as online upload problems.
I have a large amount of files that I have trying to sync from my desktop and it is going painfully slow (150kb/s). I have a reasonably fast internet connection (I have tried different connections with the same issue). I have downloaded the latest desktop version (2.4.8) with out any luck, what else could it be? I also have been using the online version to upload different files which seems to run faster but I constantly get failed uploads and I have to keep hitting the retry button and eventually
Zoho Vault does not fill password for United Network News app on Android
I am switching from Dashlane to Zoho Vault and have recently been testing it on my Android smartphone. I noticed that Zoho Vault does not fill in the username and password for an app that I use the most which is United Network News: https://play.google.com/store/apps/details?id=com.smartboxtv.nunchee.android.unitednetwork
Check if url is broken
Hello, I would like to know if there is a way to check if a url is broken when submitting a form, in this case I want to check a permalink of a file hosted on Workdrive. Is it possible and how? Thank you.
Difference between Projects and Sprints
We're a project based SAAS company looking to further integrate into Zoho (We already use the CRM module extensively) I'm not sure if we should use Sprints or Projects. I can see features for both, but they both seem to overlap in many areas. We do alot
Tip of the week 89 - Stride into the new year with our new Workflow updates
You are close to the end of this year and are hoping to carry forward your email marketing enthusiasm to 2022. Our new updates in workflows will help you realize that feat by letting you automate your email campaigns with more focus on the contacts' tastes
Using Inventory To Manage Company Equipment
Hello, Inventory can be used to also manage company equipment but with work arounds Invoice - check out Return - check in Can I suggest using Inventory as a base to build an equipment management solution or an add on module to Inventory so that you'll
quote - template
Hi, is it possible to create some quote profiles or templates? (not the design!) We're selling multiple products which 10-20 SKUs per offer. So it would be great to create such templates. Right now we are "cloning" existing quotes. But that is not very
How do I store temp data from an Azure Function?
I've written an Azure function to send data into the Zoho CRM SDK. The SDK needs a file path to write some meta data while its in use (called "resourcePath"). While developing on my local I was using My Documents and it works fine. I need to find a location
Tip & Tricks #02 Maak kennis met de termen van Bigin
Beste Community leden, Om vertrouwd te raken met jouw eigen CRM is het belangrijk dat je de specifieke termen ervan kent. Hieronder vind je een lijst van woorden die tot de CRM taal van Bigin behoren. Modules Alle gegevens in jouw CRM zijn onderverdeeld
Run a Macro from a Menu or a Button on a Sheet
First I think ZOHO Sheets are GREAT ! Your programmers and designers have done a super job ! I think you could greatly expand your potential users if you had a way for your Macros to be Menu driven from the Sheet itself or if you could insert an object with an OnClick event ... which in turn would run a Macro ... With the addition of that feature complete applications could be built using ZOHO Sheet ... Currently I provide Excel Applications to companies and that is about all I see that would need
Total number of account is not correct
Hi, recently I notice that the total account showed in my crm is not correct . I only have 199 while my co-workers have more than 1700. Since because of this when I using api to get all records it also has only 199 contacts. Thank you
Can't open pdf's
Hello to all I have recently changed from macOS to Linux Mint. I could also download the Zoho Notebook, which I greatly appreciate, and my notes were there as expected. Not only that, but I can not open all the many notes saved in pdf, which is off course
Importing
Good evening. I was wondering if it's possible to import specific notebooks from Evernote to Zoho Notebook and how the process can be done?
sendMail result
Hi, From the deluge documentation i understand there is no "successful" or "unsuccessful" response for the send mail function. Is there any way to get this feedback? Thanks
What's New in Zoho Books - November 2021
Hello customers! As we are inching closer to the end of this year, our team at Zoho Books is as thrilled as ever to bring you the latest round of new features and enhancements. From adding reporting tags for credit and debit accounts to revamping the
Automate creating of sales order in Zoho Books
I need to automate the process of creating the sales order in Zoho Books when data is written to a particular collection in Firestore or when a new row is added to Google Sheets. Zapier does not have this feature nor does integrately. Is there some other
create and send sales order automatically when quote is accepted?
How can I create and send sales order automatically when quote is accepted?
Want to use my support portal jparmodernrealestate.zohodesk.com within iFrame
I'm trying to frame in my support portal within an iFrame but am getting an "X-Frame-Options" error. When I was reading this article, it appeared that I would need to contact Zoho support to whitelist my site to allow for this. The site I'm trying to
The month that was at Zoho Workplace | November 2021
Dear Community, Hope you are well and safe, what's new with you? We go first! Writer's new automation templates! Say hello to a whole new level of automation experience that serves all your merge, sign and fillable needs. Learn more. Live Whiteboard in
Making Card Payment from Nigeria to Upgrade free Plan to Paid Plan
For over 1 Week now I have tried all I can To make payment and Upgrade my account. All proved abortive as I get this error every-time I tried making payment "our transaction has been declined. Please contact your bank for further details. Or, to proceed with the payment, you can pay with a different card or PayPal account." What is God's name is this. I called your sales Support they had no idea on how to get it fixed, I mailed you guys with my User ID nothing was done. This is the worst platform
I have a urgent query, we create a custom module in zoho recruit but we are not able to Map these filed in in zoho writer Template.
I am also sharing some snapshots for reference. I tried all the things. if it is possible with the custom function, then can someone help me. you can also send me a WhatsApp message at +91-8619164837 or email me:- piyushgoyal682@gmail.com.
Number of free users for Zoho Mail Lite
Hello, I registered for zoho lite with my personal address in order to create email accounts for my domain using the lite version at first to try it. On my control panel, in the user list, I see the 3 domain based accounts I created plus my personal account which is also the admin account. Since there is a 3 user limit for the free edition, does my personal account count in this number? If so, how can I remove it? Thanks
KB Dashboard - Keyword search success ratio
How is the "Keyword search success ratio" calculated? Any additional information is also helpful. Regards, Fernando
Zoho Sheets to Airtable using Zoho Flow
I would like to integrate Zoho Sheets and Airtable using Zoho Flow. Currently there is No airtable integration in Flow. Can you update this feature request in Zoho Flow. Regards, RK Reddy
i can't intergrate Google Analytics and Zoho campaign
I tried to intergrate GA and Zoho campaign but error occured. ( i attached the image) what should i do ? Sorry for my bad English.
Custom Module Email Recipient Not Named Correctly
I have a custom module ("Assets") for tracking hardware units that we sell. The identifying field in the Assets module is Serial Number, but this seems to be mapped to "Name" in the backend even though it is called "Serial Number" on the front end. I
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