More Custom Lookup fields
I need more than 5 custom lookup fields. I see that in the past you could have 10 - but that was reduced to 5 so that you can have 5 long integer custom fields. I do not need the integers, just the lookup fields. How can I get more?
Pure JavaScript code snippet for embedding forms
The existing JS code snippet is using iFrame which is a fairly old technology that some CMS builders block from being displayed. For example, Elementor builder in WordPress. Please consider adding a pure JS code snippet as an option. Best regards, Mladen
how many I have selected on report
Hello, Is there any way that in report list, when I select multiple records, it tells me how many I have selected? Thanks.
Creator App: Customer Portal Adding Companies, Company Branches and Employees
I have a service for business customers and onboarding involves a three step process adding: 1) a parent company to the portal, 2) company branches to the parent company, and 3) an employee to a company branch. Structure and forms are: Parent Company (via Add Parent Company - includes name and email of person who the company allocates as company administrator) Company Branch (via Add Branch) Employee (via Add Employee - includes a profile field e.g. standard employee or administrator) How do I restrict
I need to share a public calendar with a possibility to sync new events in their smartphones
Hi, I'm organising events for my social media followers every now and then and I would like to share a link to my calendar that they can import to their smartphone calendar app without the need to have a Zoho account or installing some additional apps.
Customer segmentation
Hello, Is anyone else having trouble segmenting their customers using CRM? Everything is fine except for frequency. I am segmenting the accounts by the invoices, and I want to use frequency like amount purchase per year. But the only option is total amount
CMS Customer Account Integration into ZoHo CRM
Hi There, Long time reader, first time poster. Q: I have a customer wishing to have their customer accounts created on their website to be stored in ZoHo CRM but without storing any personal details on the website CMS. This would require functionality
Documentation for adding Note to Candidate
Hello, Reading Zoho's documentation on the getNoteTypes method, found here, the documentation suggests there is a way to POST an new note but provides no further information. If I have a Candidates's ID, what is the proper format for a POST request to create a new note for the candidate? Thank you
Cant incorporate Zohorecruit page in my website
I am trying to use iframe but it always tell me i dont have authorization What is the solution please?
Sending multiple job openings to vendors
Hi team, We need the option to share multiple job vacancies to same vendor using single step.Right now we need to manually click each job opening and share to vendor. There is no bulk share to vendors option. Need this feature.
Someone registred my domain name.
Hi Team, I had this domain "delgado.com.ar" for a few years and used 000webhost mail, but with the recent changes I moved my nameservers to cloudfare and registered in Zoho, but when I try to add my domain it says "This domain is already associated with this account "d*****r@g*****" which is not me. Thank you in advance,
Need to share some info to vendor while sharing job
Hi team, When we share job opening, we need to give few details like CTC for the role to the vendors. We dont want to mention this in the salary column as this field is published in the career page as well. Please help with this feature.
BECS Payment's VIA Stripe
At the moment if we want to accept a BECS (Bank account) payment in Australia via Zoho subscriptions you have to use GoCardless which unfortunately has a rather high cost of acceptance. Stripe already has BECS payments built in, it would be great if we
Need to search keywords in comments
Hello Team, I need to search keywords (or more specifically a number) in a comment but actually it is not possible. For example when I search a "case number" like "123456789" in a comment it does not find ... Is there an option to activate ? Thanks
how - adding entry from report to google calendar event?
hi in report there are few fields with date format how can automatically i add event entry to google calendar from report entry? example 1) manager works with all entries 2) one of entry (entry1) because of rules appears in reportA 3) internal logic takes date (date1) from date field (filed1) on entry1 4) internal logic makes event in google calendar starting on date1
Zoho Desk cant access
Hi Zoho Desk Team, Facing this issue when accessing the url desk.zoho.com Asking for your advise Thank you!
Feature Request on Ticket Number Ticket
It would be nice if the ticket number in a ticket near the subject line was a hyperlink to the ticket. This would allow us to easily copy the ticket number and subject and share it with a clickable hyperlink (since the URL doesn't actually display the
Interview Confirmation
In my previous ATS, whenever i book an interview - an email confirmation goes out to both candidates and clients (interviews) with 2 options - Accept and Reject. When they accept, the date/time automatically syncs with their respective calendars. This is done through a self scheduling link sent to candidates Is it fair to expect if Z Recruit can also come with a feature so simple like the above? An email confirmation with 2 option - Accept or Reject instead of the old fashioned download ics and then
How to use a mailto: in Canvas?
How to use a mailto: in Canvas?
Change Layout Field Automatically after 2 weeks.
Hello, I have a field in one of my layouts that I would like to be updated automatically. For example. If a set the field to "Waiting for return", I would like it to change to "Lost" automatically after 2 weeks has past. Is this possible? Thank you.
Community Digest - November 2021
Announcements Introducing portals for trial editions, allowing bulk operations, option to remove users, and more Announcing common Deployment Logs in Sandbox Rolling out new UI enhancements in Zia Notification Panel Zoho Marketplace houses more than 500
Potential Contact Roles not working - Eg. Unable to associate contact with a role - Roles not displaying
Hi there. Please note that I have renamed my "Potentials" to "Jobs". I am unable to whilst working within the a Potential (Job) to associate contact roles with an associated contact. I have created a potential (job) In that potential I have added a contact the contact is displayed under the section marked Job Role I should be able to therefore to associate a job role with that contact. however When I click on the "edit all" neither Job roles or the Contacts are there or if click on "add contact roles"
Timestamp for Dashboard
I'd like to insert a timestamp onto a dashboard, and have the timestamp be for when the table(s) were last updated used in the reports. Any way this is possible?
Submit Evaluation - Post interview - limited options
The Submit evaluation button post interview does not seem to allow categorisation as recommended for 2nd stage interview or '3rd stage interview. It is very rare we would immediately after 1st interview and particularly not for more senior roles. I am
Create Interview
Hello, my clients are in different time zones, I saw on the new calender feature you can choose time zone however in the create interview section you can only choose a time and not the time zone it is for. I cannot use this feature as it does not allow
A simple flow of tasks contingent of the last task ...should be pretty simple.
I have a set of 5 tasks that I want to happen for a specific module. Task 1 to happen today. Task 2 to happen 5 days after task 1 is actually completed. Task 3 to happen 5 days after task 2 is actually completed. Task 4 to happen 5 days after task 3 is
How I run a function across all the records in a module?
Hi All! I am trying to figure it out if there is a way to apply a function across all the records in a module. It has a different number of uses cases, but, as an example, lets say that I want to make a function that checks a value in the record, and,
My Embed Button is Not Working on Zoho Calendar
My Embed button is not working. It's non-responsive. I can click on the HTML button but I don't get any options to edit the way the calendar will be displayed.
PDF Export for Dashboard
How about having a PDF Export for Dashboard instead of HTML because sometimes not all of the images show
Permissions Management for Required Fields
I want to be able to allow some users to edit some fields on accounts or contacts, but not other fields. It seems I am unable to set reader permission on the Account Name field and as a result the end users will need to be read only because we cannot
553 relaying disallowed. invalid domain
Recientemente renovamos dominio, podemos recibir correos pero cuando intentamos enviar nos aparece este mensaje: No fue posible enviar mensaje 553 retransmisión no permitida.dominio inválido
Public Dashboard Question
When accessing Reports > Dashboards there is a grouping called public dashboards. I don't see any documentation on what this means. Can you please let me know what public dashboards mean?
Novembre : un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à tous, L'année 2021 arrive presque à sa fin, mais nous continuons à avoir de nombreuses actualités à vous partager. En voici un résumé ! Nous avons eu notre première session "Ask The Experts" sur notre nouvelle version Zoho One 2021 et vous
Create contact and deal in Zoho CRM from Creator form
How can I create a contact and a deal when a Zoho Creator Form is submitted (lets say at the same time)? Is it possible when a contact and deal are created then to be also associated somehow? I mean when the created Deal will be automatically associated
Accounting for shortfall or extras goods from vendor
Hi everyone. How do we actually account for missing or extra goods from the vendors? Let say the purchase order consists of 100 bags and the vendor sent 120 bags. Since we are unable to change the qty in the received order, is it recommended to just receive
same product in different product groups
Hi Everyone , i wonder if can you help me because we stuck we want to "show for our customers" same products with same SKU but under diferrent group if possible . It will be more confusing to our customers otherwise . regards Greg
How to use uploadFile - solution
Hi, I've spent a whole day trying to setup the API call for uploadFile and once I figured it out I would like to share how to do it. In my case I wanted to send a CV as an attachment to a Candidate profile in Zoho Recruit through the API. I'm attaching screenshots from Postman: As you can see everything here is the same as in the docs, except for the URL beginning (in my region I use recruit.zoho.eu for you guys it may be .com). I'm also NOT putting the "content" parameter in the URL. Now here comes
Multiple condition getSearchRecords
Bonjour, J'ai une questions au sujet de l'API zoho recruit. La première est avec le getSearchRecords, je n'arrive pas à trouver la syntaxe pour réaliser une requête avec plusieurs conditions à l'intérieur. Je reprend un exemple de votre site : https://recruit.zoho.com/recruit/private/xml/Candidates/getSearchRecords?authtoken=Auth Token&scope=recruitapi&version=2&newFormat=1&selectColumns=Candidates(First
Associating a candidate to a job from the candidate page
Hello, When we want to associate a candidate to a job from his page, we can click on these 2 buttons But it opens ALL the job and we do have to filter them. It does not make a lot of sense, usually we associated candidates with roles which are currently
JOB MAIL BOX with Deluge
Hello how can we get the job mail box of an job opening with deluge? When i fetch the records it doesnt show up in the results
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