Change Opportunity status in Accounts workflow
Hi, I'm trying to set up a workflow where I can change the Opportunity status (an opportunity created for an account), but I can't figure it out. I've made a workflow to change fields and add tasks when an account is changed from "Prospect" to "Client"
Projected Balance
Greetings, I'm new to Zoho Books (2 days old) and new to small business accounting (~1 year); I'm also not an accountant. I searched in the forum, but didn't find any posts about this. Is there a way to see a "projected balance" in ZOHO for a checking
ERROR CODE 552
De Hola, tengo Problema al enviar correos salientes. CUANDO envio ONU Correo mí Viene rechazado con Una leyenda Que Dice ERROR_CODE: 552, Quiero saber Como lo puedo Solucionar Hola, tengo un problema al enviar mensajes de correo electrónico salientes. Cuando envío un correo electrónico que son rechazados con una leyenda que dice: ERROR_CODE: 552, Quiero saber cómo puedo resolverlo
Update a related record
We have added an "On Behalf Of" field (lookup field to Accounts) to the Sales order for Agencies or Head offices that are booking on behalf of one of their clients or child companies. However, we're using canvas to only show the related records on the
[Webinar] Analytics does not age well: Why fast implementations deliver more benefits
Hi there, Based on more than 20 years’ experience with software selection in analytics and BI, BARC shows why it's so important to implement analytics and BI quickly. Recommendations for how to achieve successful projects and gain the most benefits from
Massive data erasure from a field
Hello, I've been manually collecting birth dates from my Facebook friends and entering them in CRM for a year, each day. I recently realized that I was entering birth dates that I already entered in the past. To my shock, hundreds of records got that
Widen your horizon and connect with customers via multiple platforms with Channels
Easy, fast, and secure communication with customers is one of the foundations for any successful business. Zoho SalesIQ is exceptionally good at improving business communication and enagement with its state-of-the-art tools. We are looking to expand our
Super Admin (main admin)
Hi Zoho Desk Team, I have a question regarding the super admin of the account, say for example I used the super admin and created workflows with custom functions with it. And suddenly the company decided to demote the super admin to a light agent, and
Non Administration Permission Issues
The CRM permission system seems broken to me. We started of with a few users, and we were all admin. When the business started to grow, and we added more staff, I attempted to assign this person to the standard user built in profile, but they were restricted
ZohoMail Outlook Add-in Announcement : Boost email security on your favorite client
Dear All Outlook Users! For those of you who were looking for some “out of the box” experience while working with 2 great apps like Zoho Mail and Outlook, your wait is finally over! With Zoho Mail constantly adding new features and functions to your
Holiday email tip - A starter kit to craft your Christmas emails
We can almost hear the Jingle Bells ringing as the Christmas season is fast approaching. Hence it's the right time to jot down ideas to put a smile on your customer's face through a creative Christmas email marketing strategy. Since your customers are
Installation on Antix Linux
Having problems installing Zoho Notenook on Antix Linux, 32 bit. Understand that this is a relatively obscure distro. Thanks for any pointers.
UI enhancements in Zia Notification Panel
Dear All, Greetings! Zia notifications provide insights, predictions, and alerts about behavior and anomalies in the business process. This helps to supervise the business and attend to the pitfalls on the go. Thus far, the panel displayed notifications
Field not updating with Button funtion
Hello, I am trying to use a button/function that is supposed to update a Field in our Case module (renamed Case/RMA) to automatically add the current date when the button is pressed. This is the code: current = zoho.currentdate; update = zoho.crm.updateRecord("Cases",csid,{"Date_eqpt_received":current});
Translation Button Fails to Appear
Hello, I work with a team of English and Chinese speakers. We have found that the button to translate a message fails to appear in the following circumstances: -There are both English and Chinese words in a message -The message is a reply to another message,
Changing the menu header order and sub-menus?
Is there a way to change the order of the navigation pages listed in the header of the zoho sites template I'm creating? Is it then possible to make some of the pages sub menu pages for the headers that you choose to show? Example: The site has 14 pages.
Email missing in Zoho but showing up in Outlook
I have an email that is missing from Zoho but I can access in Outlook. I know the email still exsists because I was able to forward it to myself from Outlook and then it showed up in Zoho. I am concerned this may happen with other emails. Please advise.
FREE Zoho Mail Full Product Tutorial Webinar Right After Zoholics at Home
Hey everyone, This month's full product tutorial is on Zoho Mail which will also include some best practices. For those of you that can attend there will be a Q&A at the end of the presentation. When? Tuesday, November 16, 2021, at 12:00 PM Pacific
List function format
Hello, I have this scenario: codesFormA = input.Multiline.toList("\n"); codesFormB= List(); for each line in FormB[ID == input.Lookup_Field_Name] { codesFormB.add(line.SubformB.Code); } My question is why codesFormA returns: 1,2,3 And codesFormB returns
Examples for themes/templates on Zoho commerce
I've been interested in adjusting our current online store's template. I have not found a good way to actually look at the templates and how they treat products, different layout options. (For example does it have a drop down or just list the options,
Agenda can't be found when I try to create Caldav agenda in Thunderbird
Hello there, I did everything explained here https://help.zoho.com/portal/en/kb/calendar/syncing-other-calendars/articles/setting-up-caldav-sync-in-zoho-calendar#CalDAV_sync_for_Thunderbird_Lightning But when I fill informations, it says that no calendar
No notifications for users
Hello! We just started using Zoho Tasks and we hope it will help us manage various tasks. The only inconvenience is that when some user is tagged in description of the task, they don't get notification. I would love it to be fixed, cause now instead of
'ZohoOAuthException Caused by:'Exception while fetching access token from grant token
Hi I am a developer and i am testing and learn zoho crm api with php sdk , it was worked 7 to 8 times but now i have getting this error : Fatal error: Uncaught ZohoOAuthException Caused by:'ZohoOAuthException Caused by:'Exception while fetching access token from grant token - HTTP/1.1 200 Server: ZGS Date: Wed, 17 Apr 2019 18:24:42 GMT Content-Type: application/json;charset=UTF-8 Content-Length: 26 Connection: keep-alive Set-Cookie: a6c51d9354=a711b6da0e6cbadb5e254290f114a026; Path=/ X-Content-Type-Options:
Photo gallery element - add link on image
Hi, How can I add a link on an image in the photo gallery? Thanks, Mel
Support for the 'All messages' and the 'All Archived' view within the Zoho Mail Android app.
Hello All, I'm glad to let you all know that in the latest version of the Zoho Mail Android mobile app (v2.4.24.1), we have brought in support for the 'All messages' and the 'All Archived' view within the app. Please refer to the screenshot below for
invalid_response_type when trying to do server-to-server auth
Following the guide at https://www.zoho.com/crm/developer/docs/api/v2/self-oauth.html and I make the following request with `axios` via nodejs: { url: 'https://accounts.zoho.com/oauth/v2/token/self/authtooauth', method: 'POST', data: { client_id: '1000.790EWJK06E04Y2DYNGTXDNMNF2UIZH',
Connect Zohodesk to Instagram - not possible
We have connected Zohodesk to Facebook without a problem. However, our Instagram account uses a different email/login which is NOT associated with any Facebook account. Whenever I try to connect (even a different brand) to Instagram it brings up the Facebook
commercial proposal
the system should accept the issuance of a commercial proposal. this would help a lot by leaving the proposals within the system. the customer could digitally sign
How can i get all Leads from Zoho CRM Query API?
I want to fetch all the Leads in my zoho crm, how can i do it? I fetch the data from script. so the 200 Limit is not an issue. Currently i use this query: "select_query" => "select Subject,Last_Name,Email from Leads where Created_Time > ".$days]. As 'days'
New Features rolled out on Oct 18, 2021
Enhancement in Importing Zoho Analytics Workspace From now on, when you are importing data from another Zoho Analytics Workspace, the data types of the columns will be copied as is from the source table. For example, when you import currency data, it
Goals and Heat Map numbers Don't match
I run multiple white-labeled sites and have found some major discrepancies between goals and heat mapping in PageSense during the same span of time. I have attached some images of these differences in one of our white labels, but it is happening in 5-6
Visibility of the new lead to the ADMIN user
we have 5 users entering the leads into the system but as an ADMIN - I am not able to view those leads. Is it that only the lead owner can view the lead? I was hoping that at least the super admin should be able to view to ALL the leads is that pos
Copy value integration field
Hi, I have an integration field with CRM to look up account names, I want to copy these names to another field but every time I do it I get an ID. I have tried like this: input.other_field = input.integrationField;
After Bank Reconciliation, attaching of file to payment not allowed
Hi, Has anyone experienced not being able to attached a document proof into the payment receipt after matching bank Recon? If after bank recon, attachment is not allowed to be uploaded. Then it defeats the purpose of giving a document proof for a transaction
Calling a standalone function via API not wroking
Hi, I've defined a standalone function called test_function to which I'm doing a POST requset via Postman. Getting this error: { "code": "INVALID_TOKEN", "details": {}, "message": "invalid oauth token", "status": "error" }
Articles you don't want to miss!
Hello Everyone, I hope all of you are staying safe and doing well! We are back again with our monthly blog updates! This time, we have several blogs on some essential HR topics including workplace stress, training and development, offboarding, new hire
Projects - Weekly Time Log - User changes incorrectly after Project selection
I am reviewing Projects for our needs and I am for the most part satisfied, but not sure if the issue I've come across is a bug or a misconfiguration. I have the need for multiple users to be able to access projects (I setup a Team and associated it),
Quote & Invoice issues - converting,
Dear all, I have been working on integrating Zoho at my small company. Although the beginning was simple and user-friendly, I set-up the first modules with no problem at all. I then upgraded to professional, there, it started... I now have problems to
How to get all Leads that open today from API?
Is there an API call to fetch all the leads that created by date or date&hour?
Clipper catching just part of the page
Hi! I'm on a Mac Air running Firefox, all systems up to date. Using the Web Clipper to save a screenshot, only half the page is saving. Here's what the page looks like online: Here's how the same page is saving with the clipper: Expanding that image,
Next Page