facing issue on CRM while creating activities.
Hi, I am facing issue on CRM while creating activities. I logged in crm with the admin role and creating activity with deluge function. Activity is created with currently logged in but their is also mention created and modify by super admin user. I
Listing all Attachments is no longer working
We used to be able to use the following url to list all the attachments: https://www.zohoapis.com/crm/v2/Attachments The following error is now being returned: INVALID_URL_PATTERN: Please check if the URL trying to access is a correct one How can we get
I can't add my domain name
I tried to add my domain name thepizzacom.ml to zoho mail. I get an error message instead. (This domain couldn't be added to zoho). Could someone help me out with this?
how to change my menu's colour on my website
hie i would like to know if there is a way i can change the colour of my menu, right now my colours are orange when i hover my mouse over them, i want my menu to be green as the base colour for my website is green. i have tried using the visual deitor but all i can change is the font colour, pliz help
What apps am I allowed to use
I once opened a free account and lately paid for mail only. When I open the Zoho site, the menu has a Show your apps entry and when I click on it, it shows a lot of apps. I can open them too. My question is: am I allowed to use all these apps, and when
What "On Success" event fires when the user selects "Duplicate" in a report?
I need to make some changes to bookings that are duplicated to ensure that they are valid for the system. Which success event is fired when the user selects duplicate from a report entry?
Send Mail Task in Deluge Script was delayed for 2 days.
I have a send mail task in a workflow. I have it activating Friday Morning in at least two records. The email did not arrive until Sunday morning. Was there a server issue or is this account specific?
CRM related list table only showing linking module's fields
Hi, I have a Deals module called Hypothèques (mortgage in french) and a custom module called "Immeubles" (building). They are linked by a many to many relationship. When trying to insert the Deal's related list in Zoho Writer, I only have access to the linking module "Hypothèques X Immeubles". I need to have access to the actual Immeubles fields. Please help!
Zoho Books: Vendor Portal - possible to be be further customised beyond custom fields
Hi, For the Zoho Books existing Vendor Portal. we would like to know if the registration of new vendor(when the first time vendor log in and the setting of "Allow suppliers to update contact details in the portal" enabled and the fields visible for editing
Net New Deals vs. Renewals
Is there a way to differentiate a net new deal record vs. a renewal deal record? I would like to have two separate record types as they have different sales cycle stages and don't want to add them in the same timeline. I would also like to see 2 separate
Prepaid Vendor Bills
Hi, 1. A vendor issues a bill valid for next 18 months 2. While recording the same, this amount should be split in 18 months and then be posted in the P&L (accrual basis) How can this be done in Zoho Books to be compliant with GST as well as Accounting
After using insertRecords API call to insert Contact will it send ID of new Contact or is there a way to get it?
Is it possible that after using the insertRecords API to insert a Contact, can I retrieve the unique ID of that record immediately back from the response or is there a way to get the last record entered? I need the ID to be able to alter the record or
De 10 beste redenen om Zoho CRM te gebruiken
Zoho CRM biedt alles wat je nodig hebt om meer leads te krijgen, sales te vergroten en salesprestaties te meten. Hieronder lees je 10 punten waarom Zoho CRM een krachtige en efficiënte oplossing voor klantbeheer is en hoe je het meeste uit Zoho CRM kan
How can I invoice for different milestones i.e. 50% upfront using Zoho CRM
Good evening, Our service based business has just secured a new project. In the past I would have duplicated an old invoice and changed various details and sent an invoice for 50%. Plus updated an excel doc noting what percent invoice has been sent and
can we apply approval process between two application in zoho creator
Hello Everyone, I hope all doing well. I wanna ask some things, if we have two applications in Zoho creator can we apply for Approval and Reject Process. between two different applications in Zoho creator. condition:- app owner name is same, the domain
Change display configuration in mobile version of app
In Zoho creator, I'd like to have a report display differently in Mobile vs Desktop. I'd like the calendar report to have a default view of Month in Desktop version, and a default view of Week in the Mobile version. Can this be done?
Multiple email address for each contact
Sure some people have multiple email addresses so this would keep their messages straight when they reply from differetn address, but is critical when they change to a new address!
Closed won amount not matching expected revenue amount
Hello - I am able to get a quote into ZoHo CRM at the correct amount but as soon as I move it to a deal and close win the deal, the deal amount changes to 89.7% of deal value. I have the expected value set to 100% for deal stage setting when closed won....
I can log in, but can't access mail
I seem to be able to log in but my mail won't show up. HELP!
Not able to verify spf record
I'm not able to verify the SPF TXT record for my domain. I've given a Hostname as it's not allowing me to leave it blank because I had to leave it blank for the initial record.
Two column mobile view
Is it possible to have a two column view on mobile? One column makes the content much longer for the audience to scroll through.
App Spotlight: timeBro for Zoho Projects
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. timeBro for Zoho Projects The timeBro integration for Zoho Projects offers an
ZUG meet ups - Join us and learn how to improve customer engagement with SalesIQ in real estate business
Greetings from Zoho SalesIQ! We hope you're having a great week. Customer engagement is crucial in the real estate industry where 24/7 support, potential lead generation and keeping up with industry trends and standards are all major influencing factors.
Break Glass Admin Suggestion
There are several issues we have ran into, involving not being able to use "Premium" features, which we have paid for, unless we are logged into the account as the owner. A minor example of this, is our ability to link zoho analytics organization to zoho
Formula to sum sales for last YTD
Hi there, I'm looking for help with an aggregate formula to sum sales for last YTD. I'm trying to create a report that will show the Months sales for 2019 and the TOTAL YTD for 2019 compared to Month sales in 2020 and the TOTAL YTD for 2020. Any help would be appreciated.
Create a dashboard with a formula in Analytic
Hi everyone, I need to know the average date of purchase per a product per a customer. Here is how I count it. For example: Customer A bought product B in Jan. I count it "1" Customer A bought product B in Feb. I count it "1" Customer A bought "0" in
What's New in Zoho Books - September 2021
This month, we've launched a new set of enhancements that will help you create more informative transactions and save time by skipping repetitive tasks. Let's see how: Save Custom Reports Previously, you would have to customize your report view to your
Deluge function
Hello, Despite my research, I cannot find a deluge code for my function. I want when a deal is created with an account, the address fields are directly filled in the deal module in order to avoid entering again the same information already present.
How to print invoices in an invoice printer?
How do I print invoices on an invoice printer? I have my own pre-printed template I just want to print out the data onto this paper without the template designs provided by zoho. How would I go about doing that?
task created from blueprint not triggering/showing-up in function
When a task is created it triggers a workflow function. (the function sets the owner) I try to get the last task created by zoho.crm.getRecords("Tasks",0,1,{"sort_by":"Modified_Time","sort_order":"desc" This works for other tasks created in Deal, but
Accessing Template on Mobile
Am I missing something on how I can access templates using mobile devices? I created a Template so that my field team could fill out a form on each job and hit submit to send it to their manager and save a copy in a folder. However, the only thing that
Zoho CRM - Magento
Hello, I am wondering if there is a possibility to connect our Zogo CRM system with our Magento webshop? I found some posts here in the forum, but all are linking to a paid third party product. Thanx a lot.
Recurring Task reminder time cannot be set.
(i'm a very noob...) using Mail Lite free for now. When I create a task it is possible to set a reminder date and TIME; however, when I make a recurring task the only selections available are 'same day', '1 day before', etc., no TIME. It does seem that
Report of missed calls during ivr or after ivr
where can i tell the difference between missed calls during ivr or after ivr ?
Support for Unifi Talk
Hi I just wanted to see if there is any support for connecting Zoho Desk with Unifi Talk I know that Unifi talk uses Twilio not sure if that makes a difference. Thanks
Email field custom validate by API
We want to validate the email field with an API that verifies if the mail is existing. Only if the API returns Code = 200 will the form be allowed to be saved. Is it possible to do this customization?
Month count
I would like to add a column to my table that numbers the months from the start of our records to the last. So if we started in January it would be January, 2021: 1, February 2021: 2, March 2021: 3 and so on. I mainly need this for a calculation I would
Inbound Calls not always syncing with an existing contact record
Inbound Calls not always syncing with an existing contact record - could I - Any suggestions on how I can overcome this, apart from manually updating each record? Will this not happen if there is a duplicate with the same number?
URL download link
Hello, I would like to create a link to download a file from another module in CRM. I will bring together many download links from another module to one subform in a different module. What is the URL pattern to use? Thanks
Zoho Books Payroll
Hello, We have been doing our books on an older version of quickbooks and we thought we would try Zoho books for a bit. For the life of me, I cant find out how to add an employee along with W4 info etc. In quickbooks this is simple to do, stupidly simple.
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