RBI's new guidelines on collecting recurring payments
If you are a business owner in India that is dependent on collecting recurring payments from your customers - either monthly or yearly, this post is significant for you. The RBI recently introduced a new regulation for banks to once again authorise mandates
Reimbursable Expenses
We being freight forwards pay multiple expenses on behalf of customers and charge them on actual. like Port charges, THC, Inspection and some time even Custom duties. How to record these reimbursable expenses, if the same was billed to us through a vendor
Action button in report to create new record but NOT on-click; also, full screen success message??
I have a report action button that sends data from one form to another and creates a new record. It works, but I don't like that the new record is created On-Click of the report button. Is there a way to just open a form, populate it, but have the new
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Please goto your domain's DNS management page and add a CNAME record with the hostname "zb1504" and point it to "validate.zoho.com I've already done the above procedure, but it keeps giving an error in my domin
Contacts aren't showing anymore?
Hi There My contacts aren't showing up on my accounts on the mobile app on android anymore? How do we rectify this? Screenshot attached.
Zoho Recruit Query API problem
I'm encountering this error {"code":"OAUTH_SCOPE_MISMATCH","details":{},"message":"invalid oauth scope to access this URL","status":"error"} Right now, this is my setup POST: https://recruit.zoho.com/recruit/v2/Candidates HEADERS: Authorization: Zoho-authtoken
Customize and configure Notification preview, action, sound, grouping, and lock screen preview
Hello All, In the latest version of the Bigin iOS app users can customize notifications based on their requirement. Please find the different customizations below: Notification preview: Users can customize and configure notification preview. For e.g.
Improve Calendar Event Info
When someone invites me to a Zoho meeting and I get a calendar invite showing up in my Google Calendar, it is missing a lot of important information that I get when people use other meeting/invite systems. The main missing things are: Who invited me?
IMAP Sync failure
This morning (12/6/21) two different accounts using IMAP sync failed with mass deletions leaving a single email on each iOS client. Emails are still there on web interface. Has anyone seen this? Thanks, James
Always redirect automatically to the redirect page if you have already completed the form
Hello, I wanted to know if it was possible, with a form made in Zoho Form, to make sure that if a person has already filled out a form, they are always redirected to the redirect page without going through the form again. Thank you !
Access WorkDrive with PHP and Select Folder & Files
There are three things I'd like to do with the WorkDrive API. Access it with PHP Select the name of Folders at the root level so I can store them in a table. Select the files and display them somewhere else (for example another domain). Is this possible
SLA Response Escalation
I have Zoho Desk Enterprise. Why do I only have two escalation levels for Response Escalations. Per the KB, it says I have 20 escalations per department. For Response, I'm only seeing 4. Thank you.
Quick action button, Feeds and Notifications for release and followers are now supported in the latest version of the Sprints Android app
Hello All, In the latest version of the Zoho Sprints android app (v1.1.30), we have brought in the below features: 1. Quick action buttons added for Duration, Start date and End date in the item details screen. Please check the screenshots below for
Zoho creator C6
When will creator c6 will be released ? Do we need support team help for that or we can migrate our own after it releases ??
Flowchart template
Whats the best template for creating a flowchart app where the user will be simply answering yes or no to questions that appear on the the current screen and the app will then follow the flowchart and select the screen depending on the yes or no answer. The user will enter data specific to them at the commencement of using the app and these keys words will be automatically included in the question. I do not have any coding experience.
Filter on custom view - cvid - for current owner filters in CRM
Here's my query for getRecords. When I specify a cvid that corresponds to a CRM view filtered on My Records. I do not get a correctly filtered list. When I use other, filtered views, I'm seeing the correct subset query_map = Map();
Give discount, but still show original price
Hi, Wondering how to have my invoice/estimate show the total item price, then discount, and then amount due. Right now it will only show discount and amount. Example. $300 line item. It shows discount 10% amount $270. I want the customer to also see that the original price was $300, not only the discounted price. Any help greatly appreciated :)
Zoho Desk Starter Pack: Hiermee kan je beginnen!
Door middel van een helpdesk software kan je verschillende stappen in het klantenservice proces automatiseren, dit kan de klanttevredenheid verhogen. Om jouw helpdesk software goed in te richten is het belangrijk om te begrijpen hoe Ticket Management
Unable to access Zoho developer console
Hi , I am unable to open developer console. I have signed up and created account but unable to get into console page will you please help me
Payment workflow for Apps that will be sold in the market place
Is there any documentation about how pushing an app to the market place affects payment workflows?
Contact pour Event Zoho Belgique
BOnjour, Message pour Florence Barbier ou Thomas Ciezar. Suite à un échange lors d'un précédent webinaire à propos de l'organisation d'un événement "marketing' Zoho one en Belgique francophone, pourrais je avoir un contact avec votre équipe ? Merci. Philippe
Urgent help please on workflows - need to launch before all stages finished, possible?
Hi, Can someone please advise on how to launch a workflow before it's finished? I'm setting up my first workflow. It's for people signing up to a mailing list. They'll get one email each week for 4 weeks, and then X more over the next few weeks, then
Android vs Apple
Hi Everyone Need some advice please. We have been using Zoho for a little while now and have decided to fully commit across the business. I have been using the Android mobile app to make and follow up on my scheduled calls. We are happy with how it works.
Simple script to update item prices to match latest bill
In case it gets lost in the previous thread, as I could see it had a lot of views ..... If you want a simple function to update the item purchase price to the latest bill received then you can use the following to accomplish this.... Custom function for
I need Documentation for full argument options or combinations of .get() when v2 api invokeurl is used.
Hi i am using the v2 api to create record and trying to get the new record id. example: dlist = List(); dlist.add(paramap); dmp = map(); dmp.put("data",dlist); createResp = invokeurl [ url: "https://www.zohoapis.com/crm/v2.1/Quotes" type: POST parameters:
allow multiple client users per zoho app
I have an app created on zoho creator. I am now trying to market it to multiple customers. However, I can't create the code for this application to be accessed by several different clients, and for each of these clients to have a separate database.
Field Service Cleaning Company and Zoho Crm
What is the best way for me to utilize Zoho for the following- I own a Residential/Commercial Cleaning company with several hundred clients. Zoho Crm Field Service Management tools similar to FieldEZ.com including mobile gps tracking (live and recorded)
Find Contacts related to Account
Is there a way I can find all the associated Contacts to an Account in the Accounts get records API ?
Add color to your CRM tags to identify records quickly
Hello everyone, Tags are unique identifiers that can be associated with different records. For example, Hot leads, Cold calls, Big deals, etc., which helps to search, sort, categorize, filter, and segment records efficiently. The new enhancement is done
The Tax Settings page on the backend of the UI only displays 200 countries
Hello, The tax settings screen doesn't allow any more than 200 of the 255 countries from being displayed. It appears that they can all be added, just not displayed. Ideally it would be far easier to allow you to "enable" countries in an entirely separate
Nouveautés Zoho CRM : la page d'accueil et le tableau de bord actualisés !
Bonjour à tous, Nous avons apporté quelques améliorations à la page d'accueil des utilisateurs et à l'onglet Tableau de bord, en voici un aperçu. Des composants supplémentaires dans la page d'accueil pour les nouveaux inscrits : Dans l'onglet Accueil,
Sort Activities by Priority
I need to sort my task list os that the highest priorities are at the top of the list. I found a way to sort alphabetically by priority, but no way to put the most important items at the top of my list. Any suggestions?
Subforms and Formulas
Hello, I have two subforms in a module, each of them tracking quantities for different things. At the end, I would like to have a formula - external to the subforms - that SUM the quantities of both subforms and other fields. When I try to add a Formula field, I see that it's not possible to access the data within the subforms. Is this normal and is there something I can do?
Invoice template - Amount in words doesn't include currency
Hello, We need to show the total amount in words for each invoice. When we checked the option "Show amount in words " in the total section of the invoice template, it only shows the amount with no currency. As shown in the screenshot below: The language we use is French and the currency is DZD (dinar algérien). It should show : six cent soixante-deux dinars algériens et soixante-quinze centimes Is it possible to add the currency? Or maybe use a custom function? Thank you, Regards
Print Button in KB article
Hi, I'm currenly using the Beta version of KB, so i'm not sure if my question is valid in the standard KB module but I'm looking for a way to print Article from Agent interface. A button exists and works fine from portal, but a cannot find similar in
Merge more than 3 records at once
Hello Zoho Team, There have been a lot of times that I and some users need to merge more than just 3 tickets, many of this times is related to automatic notifications and batch issues who came by different contacts or users with same problem. So we wonder if this feature will be available in a near future? Thank you.
Is there a way to sync data in Zoho analytics with Zoho Books using the Zoho API?
We've got invoice data in Zoho analytics in a standard table, with invoice numbers, customer numbers, amounts etc, but ideally we want this data in zoho books. Is there a way to use the zoho API to copy this invoice data across into books? page
Table properties dialog in manual editor
Does anyone have the same issue with table editor on Chrome 96
Can you have the name of a custom module (its primary reference) be a concatenation of strings?
Right now one of our custom modules uses a customer's first name as its name. This makes it difficult to navigate between customers, due to different customers having the same first name very often. One thing we could do is simply combine both the first name and last name fields into one, and having this full name field be the name of this module's references. However, having the designated first name is very helpful when we address the customer through things like Email and SMS. Is there an easy
Add Subform entries into Zoho email template?
Any way this can be done? I understand this is considered a "Unsupported Field", but I find this very frustrating that Subforms and other custom fields cannot be added to Templates. I need to provide a printed (PDF) form of Case records but I am
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