Filter Reports
I think its good that we can make the filtering Report Dynamic to make it more flexible. For instance you want to filter a record only for only incoming parcel/cargo to your warehouse. I'll be great to apply this on Zoho Creator and other platforms.
Error al insertar un nuevo valor en una campo de tipo lista de selección
Buenas, Estoy intentando añadir un nuevo valor a un campo tipo lista de selección y me muestra el siguiente error: "La opción de la lista de selección que ha especificado ya existe como valor de referencia de opción que está en valores no utilizados.
Kaizen #19- C# SDK
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss the C# SDK. What is the C# SDK for Zoho CRM? C# SDK allows you to create client C# applications that you can integrate with Zoho CRM, effortlessly. It serves as a wrapper for the REST APIs, thus making it easier to use the services of Zoho CRM. Here is a sample of how the SDK acts as a middleware between Zoho CRM and a client C# Application. What can you do with the C# Software Development Kit? You can use C# SDK to
Changing the CSS in my Help Center beyond the footer and header
I'm using the Elegant theme and I was wondering if there was a way to have access to all the style sheets instead of going through each element one by one in my browser inspector to set up the CSS customization. Urgently, I really need to update the articles body stylesheets to match the footer/ header, but also change all the orange accents throughout the site to another color. Thanks.
Creating Deadlines
We are trying to create deadlines for individual steps within a transition. Ex: in real estate transactions, each step(appraisal, repair negotiations, closing paperwork, mortgage inspections) has a deadline to meet to get to the ultimate deadline(closing
Workflow Rules for Tasks - Business cases
Hello! I am back with another update on Task Automation. I believe you are all using Workflow Rules for Tasks to create rules and trigger actions automatically based on your project requirement. Today, let's see some simple business cases using Workflow
Zoho Desk Feature Roundup
Dear Customers, We hope you had a great time during the holidays. Before we step into the new year, we wanted to give you a quick update of how far we've come since Zoho Desk's release. So, here's a roundup of all the new features and enhancements we've introduced in Zoho Desk in 2017. Stay tuned for more exciting features to come!
Creating Pipefy cards is not working
Hi We have several attempts to create cards in pipefy and is not working... Thanks
Get Date from Current Date Time
Hi, I have a {$zoho.currenttime} field, is there a way for me to get only the Date but not the time from this field? Thanks for your input.
Make Zoho CRM extension using Angular
I am looking for ways to work with Angular for a Zoho extension project. In the Zoho community, I saw a comment where such a possibility is maintained. But nothing further can be found anywhere. The project structures created by Angular CLI and ZET CLI
Push back Bounced Status to CRM, similar to Opt-Out
I couldn't figure out how to push back bounced recipients to Zoho CRM? This is very important. Thank you for advice. Our email data process, great for cleaning out old lists: new emails get loaded by field, sales as CRM leads emails are synced into Campaigns
OAuth and Automation credits
Hi, I am building an internal tool for my company. We are on a paid plan and should have 'company' credits as described here -> https://www.zoho.com/sign/automation-credits.html When users OAuth into the internal tool they see a 'you need credits' error
ASAP KB analytics
Hello, Is it possible to get ASAP widget analytics somehow? The current insights are all about the Help Center and viewing articles there also for Google Analytics. This means we have no idea how and if our users are actually using/interacting with the
form links and field aliases to update existing form
Hi We are trying to create a form that goes through a few steps of information gathering from different departments before being deemed complete and sent to its final destination. we need the data gathered from the different departments to be uneditable
Connecting to Zoho Desk API with PostMan
Do you have instructions for connecting to the Zoho Desk API in PostMan for testing? I only found instructions for other Zoho Products but would like some guidance to test out API calls and responses.
Form input to PDF send to customer for Zoho Sign. Possible if I revoke CRM intergration?
I have a form to be filled by customers which adds the user input to Zoho CRM which works but I would also like them to sign what they submit so I push the form data into a Zoho Writer Template producing a PDF that is automatically sent to the user when
Keyboard Shortcuts in Zoho Creator?
Does Zoho Creator support keyboard shortcuts at all?
WWW.LENET.CO.ZA
Hi Zoho Help Please assist, we have 404 Problem whenever we are trying to publish our website. The domain Mapping has been done accordingly. On Zoho Commerce everything has been done accordingly but it keeps providing us with this 404 Error. We have
Get date only on zoho.currenttime field
Hi All, Is it possible to get Date only from Zoho.currettime field? I added days to the zoho.currenttime, but I want the data in Date only, is it possible? Best regards. Soon Joo
Zoho CRM Letter size printing/export
Hi, I am using Zoho CRM and I'd like the PDF export of all my quote templates, in fact of all my documents/reports coming out of CRM to be LETTER size. Is there an option to change from A4 to LETTER for all my Zoho prints and exports?
Match tag field importing from Zoho Social
We have some Facebook Leads Ads Forms synchronized in Zoho Social and Zoho CRM, working fine. The only issue is the tag, in the additional fields. We have tried to match with every possible Ad field, but we can't get it to appear in the tag field in
Do I have to build a separate flow to accomplish the same function across layouts in the same module?
I hate to constantly make comparisons to Zapier, but Flow's Zoho CRM triggers just don't supply the same level of detail and make it very difficult to perform simple actions. I end up having to make myriad webooks to make basic record updates. Example:
Assigning ticket to Agent that closes it?
I'm trying to clamp down on closed unassigned tickets. Is there a way to automatically assign the ticket to the agent that closed the ticket?
NO PTR Record for mx2.zoho.com : 103.91.166.141
Hi Zoho, You have no PTR record for your secondary mail server. 20 mx2.zoho.com.au 103.91.166.141 ERROR: No reverse DNS (PTR) entries. The problem MX records are:141.166.91.103.in-addr.arpa -> no reverse (PTR) detected You should contact your ISP
With Microsoft Disabling Legacy/Basic authentication methods in 2022, are there any solutions on the roadmap?
In October 2022, Microsoft will be disabling basic Authentication Methods. Their latest article about this can be found here: https://techcommunity.microsoft.com/t5/exchange-team-blog/basic-authentication-and-exchange-online-september-2021-update/ba-p/2772210
Deluge script assistance
I'm trying to figure out how to create a function in tickets (zoho desk) that would query past tickets from a contact until it found one that had a non-null value in a custom field, and then copy that value into the current ticket (same field) Can
i need help
I need to calculate the time zone converter from UTC to LOS Angelas time when the time zones change i know i need to use the following but I have no idea how to implement it into my query can you help. IF( CONVERT_TZ("timestamp_column", '+00:00', '-06:00')
Batch adding leads to territory in CRM
I have a filter of leads in Zoho CRM and I want to assign them a territory in batch? How can I do that?
Sharing jobs from Career Site on Social media
Can we have a option of Social media icons so that viewers or job applicants can share the job on social media in their network. This will help us to get more number of applications through the candidate network and can be used as referal tools for staffing company as well.
Any way to attach a contact to multiple companies on an import?
Multipick lookups don't seem to work on imports. Is there a way with scripting to solve the issue I'm having? I am trying to add contacts and accounts and would like to attach a contact to multiple accounts. Can this be done in deluge after an import?
Mail system not working, MX record problem
I can send emails but cant receive even though I have corrected the MX records, please help!!!! mydomain : rbconstruction.com.np
Very Slow Email Delivery
I'm running the free version but emails are taken forever to get delivered into my inbox sending emails is fine does anyone know why this could be?
Using data in Creator as a "Lookup" in CRM
I am using the UI power of Creator to enhance my user's overall experience in CRM. How can I use data in Creator as a form of "lookup" value in CRM? Looking for some general or specific ways to implement this connectivity.
Zoho Creator is too expensive!!!
Now that I have your attention... Don't get me wrong, I think ZC is a formidable tool! The more I learn how to use it and the more I am impressed by its applications. You can pretty much build any kind of business logic without too much hassle and Pages and chart allow for building relevant dashboards. That said, at its core, the software is missing a couple of features that would justify its pricing. For the same price, here are a few key features missing in ZC that are provided out of the box by
How to change the author of a blog post in Zoho commerce?
I've just placed a new blog posting onto our Zoho commerce module. The blog itself was written by one of my colleagues so I want to make sure his name is in the "by _____" section. I don't see a way to change whose name is given for writing the blog.
Colour coding in CRM
Hi I have a customer field in my CRM called "Traffic Light". It is a drop-down with the following options: Red Amber Green Is there a way of making either the background or the text of the field a certain colour depending on what option is chosen,
Zoho CRM Tasks to Invoice
Hi, I would like to know if there is a way I can add a button in my tasks to create an invoice using the details in that task to create the invoice? At the moment people can book a service on my website (using zoho booking) and then using flow those
SalesIQ not working any more , when user at mobile app send messa
Hi, SalesIQ not working any more , when user at mobile app send message it stuck at sending.. , the log show error "stream closed". it was working this morning.
Show task name in gantt chart
How do you display task name next to the bar in gantt chart view? Similar to the resource displayed next to the bar. If this is not a feature, then it should be added to your feature requests. Also the ability to toggle on and off the task name and resource name as displayed next to the bar.
Spell check in Projects
Hello. Is there (or will there be) a spell check function in Projects? Thanks, Colin.
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