Custom Function to sync Zoho Books Sales Order & Invoices to Zoho CRM Deals
Hi, We are seeking some advise on how to create a custom function to sync our migrated Zoho Book's Sales Order and Invoices to the appropriate Deals in Zoho CRM. As we have the Zoho Books integrated to our Zoho CRM. Currently we have imported historical
Insert a lookup field in subform based on a text field on the mainform
I have the following: Mainform: MOA_Details Text field: MOA_Partners Subform: Airstrips Lookup field: MOA_Partners I would like to have the lookup field in Airstrips subform populated with the same item typed into the text field in MOA_Details mainform.
Customize a task that is auto created from a blueprint transition?
I have a blueprint where one of the transitions creates a new task attached to that ticket. I would like to be able to customize that task with input from the agent during the transition. Is it possible for the agent to enter info that is added to the
ZIA for Desk in EU
Hi! When ZIA for Desk will be available in EU?
Make an ITIL/ITSM system, add Assets tracker and so on
Dear Zoho Support team, I know you corporation has very interestring services and products on: http://www.manageengine.com/ I'm very interested in ServiceDesk Plus functionatily, such as: ITIL/ITSM ready, Assets tracker and other things: http://www.manageengine.com/products/service-desk/help-desk-features.html
Show who added a Candidate to a Job Opening
We need to have a possibility to show which user added a candidate to a job opening. Right now it only show the owner which is not always the same person to add the candidate to the job. You can see this in the timeline but not in the Hiring Pipeline.
How Do you Post in the "Announcements" Category
Our Zoho Desk has an Announcements category, but I cannot find anywhere inside Zoho desk or in the Community section to post in the Announcements section. Is this because we are using "Remote Authentication" to login our users, so when I login to the
Introducing Slidecast, Acefone SMS, LogixOne, ON24, and 12 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 9 more extensions for Zoho CRM in the month of September 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
What's new on Zoho Marketplace in October 2021
Zoho Marketplace offers 1,000+ extensions to help connect and enhance your Zoho products. Here's a list of the new extensions released in October 2021: Telephony extensions We recently released four new telephony extensions. These extensions are supported
Zoho Writer Preview is not working using AJAX
I tried to implement https://writer.zoho.com/writer/officeapi/v1/document/preview (https://api.office-integrator.in/writer/officeapi/v1/document/preview works for IN) as provided in the below documentation. https://www.zoho.com/officeplatform/integrator/api/v1/zoho-writer-preview-document.html
Payrun of next month not processed unless payment records of earlier month entered
I have recently shifted from Sensys HRMThread to Zoho Payroll, following issues are faced - 1. Payrun of May, June, July... etc. not processed unless Payment Details of April month not entered. This is not the case for any other softwares used for Payroll.
"Downgrade" Zoho ONE
We want to change the version of zoho ONE, we only use 4 apps and we think it will be better to adapt the version, how can we do it?
Zoho Creator REST API / Unable to generate Refresh and Acess Token
Learn to use Zoho Creator API V2 - for PHP developers - YouTube I've been following this video, but it doesn't do anything. This is my code: $client_id = '1000.DVWESFDFGH1UI51RA0GHGHHDXTSOM2F'; $client_secret = '9e7a518438be1cfb456b6ce92fc2ij3kj20c67b';
Workflow Rules and Scheduled Actions
Has something happened in the Workflow rules? As I have noticed that they are not working as I expected them. I contacted the Chat help function and they have advised that (on one instance) that it is because I had two workflows happening on the same
How to form record from crm to people
Hello Every one. I want to create record from crm to people form In crm i have module product which contain several field . when the record create in these field it should be reflect in the zoho people form with name as incentive.
Help Center re-invitations cause the contact record details to become emptied and contact name to be changed
I was correcting a message draft and I had to re-invite the contact to our Help Center because the response was referring to a service instruction which was published in the Help Center. After the re-invitation the contact name has turned into "Anonymous 4" (This issue did occur 3 more times in the past) and all of its details has been deleted. Also the drafted message has turned back into its original content. I did work on this draft at least for about 10 minutes. (I had saved the modifications
Zoho One Dashboard and CRM information
Hi there, I have just configured my zoho one dashboard and included CRM info on the tiles. Pic 1 Also when I include the Knowledge Base Tile - the drop-down sector is in French, not English. Any advice, please. Ty
Migrate Evernote again
Hi, about 9 months ago I successfully migrated my Evernote content over to Zoho Notebook. However I have added some more important stuff to Evernote so would really like to migrate it again. I deleted my migrated Evernote Notebook but it still wouldn't
Support Email addresses getting notification emails
We have several of mailboxes set up that forward to Zoho Desk, but they are also the SMTP addresses in Zoho Desk form our system. When those send in a ticket, they also get the ticket notifications which adds extra clutter to the ticket. Is there a way
Costumers not visibles at other user
Hello As CEO I created some costumers but the problem is that the users that I added, can't see the costumers? What I'm doing wrong? or what I have to do?
Making it easier to update Preferences (mailing list subscriptions)
Is there an easier way to let users update their preferences? I want them to be able to easily access the preference centre so they can add or remove themselves to mailing lists. But the process appears to be: 1. Click “Change Profile” in an email. 2.
String manipulations
Hello, I have this string: Name1-Color-1.jpg - https://example.com/100 Name2-Color-1.jpg - https://example.com/102 Name1-Color-2.jpg - https://example.com/103 Name2-Color-2.jpg - https://example.com/101 I need for example, the URLs that are Name1-Color
Ability to setup auto voice message/mail in Zoho Cliq
Sometimes it happens when a user is not available on cliq or busy on a phone call/meeting then there must be some option for a user to setup a Voicemail/VoiceMessage so that other person can know that the user is not available at the moment I know there
Reload browser window
Hi Zoho, I've got a form and a report on the same page. Whatever the user inputs into the form shows up in the report below. I have a workflow set up so that on submit it should reload. Which it does, but only the form part reloads Is there a way to
Alerts for no Leads
I would like to have an e-mail alert set up to send me an e-mail if we have not received a lead in the last hour. How is this possible?
Introducing Common Deployment Logs in Sandbox
Dear All, Greetings! Following our latest update about multiple sandbox environment, we are glad to present to you, two new enhancements - Common deployment logs and a UI change in the edit sandbox settings. Sandbox is a testing environment that simulates
How to make some document relate 2 module?
We need to make some of document . EX) One module has Name and phone number other module have Date of birth. this 2 module was already related. We need to marge this data and show in main module (one filed) or to show template. How can i do?
Custom Fields - Lookup
It would be very helpful to have lookup fields as a custom field type. There are a number of relatively obvious uses for something like this. Depending on one's situation, it may be important to record competitor(s) and/or vendor(s) for a deal. Those
How to filter for Current Date (or date report is run) in a CRM Report Filter?
I am setting up a database to manage students, and I want to automatically filter out the students who have graduated. I record their graduation date in a custom field for contacts. How do I generate the report that says the Graduation Date is after {{{Today}}}?
Closed Deal Report for each Account
I'm trying to create a report that shows me the total amount of all closed deals for each of our accounts. I can get it to work as a "Summary Report" but that format is confusing since we still have each deal as a line. I would like for each line in the
Redirecting URL
It is possible to redirect a custom zoho application url to another custom url but without the user viewing the redirected url
Tip 39 - Work Item Management
Work items are an essential part of any project. Here are some pointers to help you manage your work items more effectively. Adding Work Items Work items can be added not only from the Backlog , but also from the Board module. Select Add New Item from
Manage brands/website via API
Hi Guys, We have a website purchase workflow and there can be any number of websites and there is no way to manually do all configuration and set up. As per our business workflow we have to create SalesIQ Brand/website automatically via calling an API
Changing format from imported Zoho Projects tables
Hi, I am using Zoho Projects with Zoho Analytics. I use several tables from Projects were fields are formatted in .# (decimal) as Projects does not allow you to select other type. Is it possible to format this field differently in Analytics ? like .#
Not able to change the data type
Hi Team, I am trying to change the data type of Avg. Time on Page but I got an error message as below. Please advise me how I can change to the Time format for Avg. Time on Page.
How to match a form of a country to an address field?
This is the scenario 1. I have a country form to create list of countries 2. I have product with lookup for country 3. I have user form that has address field how can I show the products with the country that matched the user? I need to know how to
Adding 2 columns with '+' treats numbers as strings (not fixed with cast)
Why does the '+' sign converts numbers into strings? How to fix it? Note: cast( as int) + cast( as int) does not work ("Parsing of Query failed, please check the syntax"). The following SQL should sum up two numbers, like: 0 + 10000 Expected result: 10000
Emails aren't getting sent to domain email
I have configured the Wordpress plugin correctly and it works fine for regular email addresses but for emails associated with my domain nothing is being received. When checking the regular email address that are receiving what is being sent, it even shows
Meetup Snippets 04 - How to create a targeted pitch?
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. “Don’t waste your words”, says Georgia Rei from Dallas ZUG in the fourth snippet in this series. This virtual meetup was hosted in April’2021. Georgia,
If else conditions
Hi I'm struggling with if else conditions in zoho crm fields formulas: I want to implement this If a = 10 If (ac or ac2) then 120 else if (ab or ab2) then 140 else 160 I've done this (If(${a}<=10, If(Or(${ac },${ac2}),120),
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