Milestone - Edit Date Completed
I've noticed a new change with Project Milestones, they are no longer separated by Active Milestones and Completed Milestones, but there is a Status button that you change. However, there used to be a Completed Date field/column. Now it just shows Start
Field Update stopped working on blueprint transition
So I have Field updates in one of my Blueprints (Contacts Blueprint) to update the Associated Deal's stage upon transitions in the blueprint. This worked fine since I initially set it up a month or two ago but today it has just now stopped working out
Advantages and Disadvantages of migrating to Zoho One.
Hi everyone, I want to share my experience with the transition from Zoho bundles and standalone apps to Zoho One. I guess first I'll talk about why I migrated. Well that was pretty easy, I saved money in doing so. I was paying $159 mo. for Zoho Creator with Customer Portal, 2 users on CRM plus @ $120 mo. in addition to 5 users on Zoho mail and 2 users plus 1 external (accountant) user on Zoho Books. So all in all, I expanded my capabilities and reduced cost. I currently have 6 Zoho One users and
times are changed to negative in zoho sheet (community post)
When I enter a time, like, say 6:55am, zoho sheets used to put 06:55:00 in the cell. That's how it worked yesterday 11/14/2021. Today, 11/15/2021, zoho sheets puts -17:-05:00 in the cell. That's negative 17 and negative 05. -17 -05 as if it's the time
Can I set up Lead Forms for a Facebook page or only a Facebook account?
When I try to set up Lead Form it wants my Facebook account but then doesn't use the Facebook page from my account that I'm looking to set up. How do I set up Lead Form for a business account?
CRM NOT loading
CRM is not loading at all. It was working and now it is just a blank screen with ZOHO CRM in the center
How to best structure company accounts that we have multiple accounts we manage
Hi! so our business we manage 3rd party accounts for our customers. Currently we track this in the account record by adding custom fields of all the information we need. This gets messy though if a company has multiple accounts we need to manage. Currently
Shopify abandoned cart integration
Hi I see that in Zoho campaigns you can easily integrate Shopify and set up an abandoned cart email. Is there a good way to do this with Zoho Marketing Automation? Is there any integration like in campaigns for Zoho Marketing Automation? Thanks
alias in a link in a description field
Hi, I need to provide a link for our customers to view content on our website while on a Zoho form (ie before it is submitted). This content is sensitive to the user and I will need to send parameters to our site such as and account number and email
Lookup two reports / Duplicating Data in table
I have two Labor reports I am trying to reconcile. One report is a payroll report with employee ID's, Date's worked, and Hours. The other report is a time ticket report to track labor activities, which also has employee ID's Hours worked, and the date.
Creator : Adding a customer record on sign up - getting the zohoid
I have an external sign up form and when the new user signs up I use the following script to update the customer portal : thisapp.portal.assignUserInProfile(input.Email,"nzaas"); What I want to do is also add a record to a form called customers and then
Add a field for customer signature
Hi; Just wondering about a bit of flexibility in estimate/invoice templates. We have to obtain a customer signature on each estimate for legal reasons, along side one of our authorised signatures. However, there is no way (that I can see) to add a field/box
Enlarge and download photos in related blocks (mobile)
Hi. How can I enlarge & download the images uploaded in a subform and that appear in a related block (detail of a report) in the mobile application. On the computer they can be viewed in full size or downloaded but not on the mobile application.
Built in Product Catalog APP does not display images on user that came from the portal
This is the code I found showing the image . It is not displaying corretly when I tried it from the portal. I tried giving all the permission to the user but without success. if I am admin or users from Zoho creator they can see it normally. <% getProdDetails
How do I integrate google analytics with zoho without paying even more money for zoho analytics
Hi, I definitely DO NOT want to pay extra for zoho analytics, I am currently on CRM plus and I do not think it is right that I should pay even more for analytics support that most other CRMs just offer. Can I integrate google analytics with zoho without
Formula to calculate difference between the settlement date of a property and current date in decimal format
Hi I'm seeking help to create a formula which I just don't seem to be able to figure out how to do in the Zoho system. I typically do this in Excel and am essentially looking to calculate the difference between the settlement date of a property which
La vie d'un ticket Zoho Desk
Zoho compte plus de 60 millions d'utilisateurs à travers le monde et offre plus de 50 différents produits. L'intégralité des demandes de nos clients, des centaines de milliers, sont traités intégralement sur notre logiciel de service client : Zoho Desk.
Translation of text elements on Pages
Greetings, hope find all good and safe! I have added a second language to my app on Localization. Most part of translation is Ok, but I have seen that the "text elements" on Pages are not translated, neither: auto-translated or shown in the element list
workflow module for IM
I can't find the module for IM, so I can't create a workflow for IM
undo decline
Hi, I accidentaly declined an event. What is worse: it's an event I organised by myself... How can I undo this decline? Waiting for your reply and thanks in advance, Jo
Zoho Marketing Automation (ex MH) nouvelle formule, vraiment ??
Je suis étonné car je trouve peu de communication sur ce produit récemment rebaptisé et dont je ne comprends toujours pas le positionnement réel entre le CRM et CAMPAIGN. Une refonte complète devait être faite (et nécessaire) mais comme l'interface
ZOHO HELP EN ESPAÑOL, PUEDE SER??
Estaria bueno un lugar para hallar respuestas y hacer preguntas que sea en nuestro idioma y no andar traduciendo con Google Translator, gracias!
Customizing Report Header text length/width
How can prevent Zoho to miraculously trim my Report Header? It is 48 character but Zoho somehow decide to trim it WITHOUT providing any way for users to see the full text (by display full text on mouse hover or a damn tooltip), which is I think a very
How to create product catalog?
How do you create the product catalogue part in the product catalogue built in app? I need that kind of visualization for the APP that I am creating. I am new to Zoho creator I tried reading some but I cannot find enough info about how it was structured.
Authorising tokens with PHP-SDK
Hi, My application uses PHP-SDK to create access tokens, using my refresh token. Everything works fine but I think it isn't correctly setup. I can authorise and access the CRM and make API calls, but the problem is when I try to make further calls in
How to set default value for a custom field in purchase order using inherit value, in Zoho Books.
Hi, We have this requirement where in Vendor's we have a custom field containing details "Type of account" (details will be free text) as guidance when raising new purchase order or bills. In Purchase Order and Bills, we also have custom field named "Type
Default department: differences from others
Hi! Can someone explain me what is the function of the "default" department? How is it different from others? What can be done different in the default department? Knowing this information would help me understand how to handle it. Thank you!
Trigger workflow/function "retroactively"?
I have set up a workflow that triggers when a field (user email) is modified in a module, and uses a custom function to get the user's name (from a different module, based on the email) and set that name into the name field in the original module. It
Subform row calculations
Hello, is it possible to have cells in subform rows calculate using a custom function rather than the integrated formula fields? For example, I have a subform row with cell A, B & C. I need a function which will updated cell C to be the sum of A + B for
Prepay Subscription
Sometimes we have customers who pay with a debit card. They have no funds in the account so their invoice becomes past due. Once they do get money in they request we "take out" the next 2 or 3 months right away while there's money in the account. How can we accomplish this in the system? I know we could add a charge for next months invoice but then they would still get billed next month.
Direct to Url with preselected lookup field based on fields from last form
I have a form where my customers can "add a student". They are then directed to a form where they "set up payment". On the "set up payment" form, there is a look-up field to find the correct student. Rather than having my customers look through all student
Mail Merge with Zoho CRM - Use Date in Zoho CRM and dynamically add 30 days to it
We use Mail Merge from Zoho CRM pretty often for our deals. We currently have a field called "Date of Payment" in our Deals Module, and we pull that date into our Maile Merge Templates without issues. Now, in addition to displaying the "Date of Payment"
Document Design vs. Document Styles
I'm having a hard time figuring out the difference between a document Design and a document Style. How are they different? How do they work together? I'm very familiar with using styles (headings, etc.), but how can I best understand what a document design
Introducing Topic Management in Zoho Campaigns
Hello all, We are glad to announce one of the most significant updates we had been looking to bring in our product—Topic Management, a setting that helps you improve subscriber satisfaction by letting them choose what they want to see in their inbox. So far, your subscribers would have been setting up their email preferences by choosing the mailing lists that they want to join. But, your subscribers would be more likely to engage with you when you display a name that curates their interest rather
Renewing Jobs on Jobs Boards - No Instructions
We are a national marketplace. We have an ongoing recruitment need. There are no instructions on how to renew and republish jobs board posts.
How embed record edit mode on HTML Snippet??
Hello, Context: I am developing with a page component, where I want to pass to the iframe the ID of 'X' records and I want the iframe to open the edit mode of the given record so that I can edit and once the record is updated move on to the next one.
How a user can change color of records in a ZC5 list?
I know that with the conditional formatting it is possible to set up rules with colors etc through the report properties. Is there any way for a user to change the color of each row/record (maybe with a button or custom function which opens a color palette) without going to report properties -> set rule etc. I mean to change the color (of a row) directly from the list without need to set up rules in conditional formatting!
Add main form field data in subform row
Hello Everyone. this is very urgent, please help me I have a main form that has a single line field that is Employee id, I want to perform an action when employees fill it will be copied in a subform row that is also employe id. it will be pasted from
Can't create a Desk Report for more than 31 day time period
There doesn't appear to be any way to create or view a report in Zoho Desk reports area where the view is more than 31 days. When you try, it gives an error saying the time range cannot be more than 31 days. That seems crazy to me. What if I want to see
See how many API credits left
I need to know who many API calls i left, In zoho crm i can see the amount of API credits that left, can i see this info in zoho desk? And if not, how many credits 'cost' to fetch an 100 ticket ? I want to be able to fetch all the tickets on a daily
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