Inventory template HTML editor bug
Hey, whenever HTML code of an inventory template is saved, the whole code is wrapped in a new DIV element, so it just keeps adding up. It's a minor issue, but maybe you want to fix it.
Org-specific OAuth2.0 Tokens in Zoho CRM
Hello everyone! This post is to inform you that there is an update to the OAuth2.0 flow for CRM while generating the authorization code (grant token). Web-based Clients The Current Flow The user clicks the Login with Zoho button on any third-party app. The app redirects the user to the Zoho Login page, and the user enters the Zoho credentials. A pop-up, similar to the one below, appears asking for the user's consent that the app wants to access certain user data. When the user clicks the Accept button,
I am having issues with outgoing e-mails
Hi, I am unable to send messages both trough my own Applemail and through Zoho mail, Reason 553 relaying disallowed. Invalid Domain This may be caused by a previous domain expiry ... I also get notifications that my MX configuration and DKIM entries are
Zoho analytics SQL
Hii Team, Is there any way to improve the SQL part in Zoho analytics? I have used SQL in zoho analytics and lot of function are missing and full outer join is also missing.
Receive User response in Alert?
Does anyone know if one can receive User Input in Alert? For an example, I have a stateless form that will have a button say "Generate Data". If certain conditions exist, I want the Alert to say "Duplicate condition exists, do you want to proceed?" and have a Yes and No type button in the Alert box. Then based on the user response, the On Click event will behave differently. Is this possible to do in Creator? The Alert box seems to be just displaying a message with Ok. Is there any enhancement
Printing in Firefox
I cannot print documents when using Firefox, I get the 'generating PDF' message then nothing more. Printing is fine in Safari.
Extracting data out of XML in Deluge
Hi, I'm getting a data through API from GET function such as get_data = getUrl(" "); info get_data; This responds with: <DTDCREPLY xmlns="http://dtdc.com"> <CONSIGNMENT xmlns=""> <CNHEADER> <CNTRACK>true</CNTRACK> <FIELD name="strShipmentNo" value="T04525306"/>
Community Digest - July 2021
Announcements Introducing Zoho CRM's new email compose and a lot more exciting latest enhancements Take a look at the revised pricing of Zoho CRM portals Extending the Multiple currency limits and availability for all paid additions Zoho Marketplace houses
Custom HTML not responsive?
Hello, i upload my custom HTML to ZOHO Campaign, but when i send "test message" its not adaptive, and text is so small - probably unreadable, how can i optimize my HTML template to be readable from mobile phones? Thank you.
[ Android ] Can't use ZOHO ASAP SDK in a dynamic module
Zoho asap fails on android resource linking when it's used in a dynamic module gradle file
Is it possible to disable partial payments?
I see how you can disable partial payments on a single invoice, but can you do that at the organization level if you don't want any of your customers to be able to make partial payments?
JDBC Driver not found
Hello, I am trying to import data for the first time from a MySQL database hosted on OVH. I have zoho databridge on my computer, I downloaded mysql jdbc jar and put it placed it in the lib/driver folder (I also tried the lib and jars folders). The problem
Can Zoho reports connect to Quickbooks Desktop versions?
Hi all, Just wondering if Zoho reports has the capability to pull data from QB Desktop versions, as it does with the Online? Thanks
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Hello, I can not send emails from my zoho mail: laiptu@pakopos.lt All i get is a 533 error. Can you please help me with this issue. Tomas
multiple event colors in calendar
Hi Is it possible to use different colors for events within one calendar? Thanks for helping!
Adding checkbox, radio buttons and dropdown into Report columns just like the buttons.
This will make Reports even more powerful/useful for users to update records directly in a Report and avoid the extra steps to open a form and save a form just to change the value in a column.
QUOTES // Function to update a simple field in agregate line items field
Hi all, In "QUOTES", I created a simple currency field (named TOTAL des AB...", API name "TabosMens") in the agragate region of line items. (see picture as my explanation in english is probably not very clear). How tu update this field through a function
How to get image URL for a product in Zoho Books/Inventory through a function?
Hello, I retrieve products from Zoho Books to display them in Zoho Sites. Is use the new dynamic content feature. Function to retrieve products: resp = zoho.books.getRecords("Items","XXX"); return resp.get('items').toJSONList(); In HTML I loop through
Free webinar: Walkthrough of the e-signature collaboration features in Zoho Sign
Hello, We are now in an era of remote work, and the use of e-signatures is becoming increasingly widespread. It looks like you recently made the switch from printing out your paperwork and working with physical documents to using a digital tool like Zoho
Not being able to register different accounts and contacts for activities is a big problem
A ticket has an associated contact. The contact belongs to the account. When registering a call, the contact associated with the ticket will be automatically entered. If different contacts are to be entered, users can select them from the magnifying glass
Gold ink signatures for automation API credits
Dear Zoho, You charge 0,50 euro cent per document request for Zoho Sign. Could you please implement that both us and the client receive a copy of the document signed with 24k gold ink? At least this way I can understand why I'm paying so much and I don't
How to Use Zoho apps to built a system to run a offline Supermarket
How to Use Zoho apps to built a system to run a Supermarket offline (Physical), where the system will be in cloud .
a fix? Text in a CRM sent email are sometimes too small when viewed on mobile
The default email templates from CRM are not responsive (i.e. mobile friendly). If there is a lot of text phones will render the text as very small. A very unprofessional look. A possible fix is to add "text-size-adjust" arguments to a css style call
CRM Blueprint #3 : La fonction en continu
Bonjour à tous, Continuons notre série sur les Blueprints en découvrant l'option en continu : contrairement à un Blueprint régulier qui convient à un processus intermittent, un Blueprint continu vous permet de concevoir un processus qui se déroule sans
Renaming or deleting a Zoho One account so that we can use the login names associated with the defunct account
My client has a current Zoho One account called "AcmeTask" He also has an account called "Acme". He got bad advice from a prior consultant who told him he could not continue to use the "Acme" account name. Please rename "Acme" to "AcmeOld" and rename
More show stoppers from Zoho
It seems like every time I go to use a Zoho app within our Zoho One subscription I run head on into some show stopping non-starter. The most recent one is with Zoho Sign. 1) Zoho branded absolutely everywhere! I'm sure Zoho has the idea that this promotes
Cant post more than 4 images on instagram
We cant seem to post any Instagram posts with more than 4 images. Is this not a feature available on Zoho? We were in the process of switching everything to Zoho but this is a huge concern.
Are there any plans to integrate Zoho Forms with Zoho Subscriptions?
We really like how we can use Zoho Forms to collect payment information. But what if we need a recurring payment created? We really want a more seamless integration for Zoho Forms and Zoho Subscriptions, where we can capture all the data we need cleanly in Zoho Forms and then create a subscription in Zoho Subscription. Current limitations of passing details from Zoho Form to the Zoho Subscriptions payment hosted page don't work well, such as a user can submit the form, and then not go through with
Focus Group webinar: Part 1 - Zoho CRM’s Blueprint 3.0
Zoho CRM's Blueprint 3.0 comes with an array of varied new features and enhancements. We made a couple of posts on the community a few months ago, detailing what they do, and how they'll fit in to your business use-cases. You can find them here and here.
Tiny Tip Tuesday #40
Social Media Sharing - II In the previous tip, we discussed best practices for sharing surveys on social media. It's a fact that most of our respondents are active on social media almost all the time, so a survey posted on social media will likely be
Export - Word of the day #12
You can export individual articles as PDFs in Zoho Learn. This feature might come in handy when you want to maintain a printable version of your articles or give users offline access to your knowledge base. Anyone with access to your manuals can export
Voice in meeting and assist
Hi, I am trialling ZOHO Assist and ZOHO Meeting. I cannot find a button anywhere to enable a voice conversion with the other participant. For meeting software I guess this is possible, and I am sure the answer is simple. Any help warmly received. Thanks.
Auto-copy agent replies to own email server's Sent box?
Not sure if already asked as I believe it's a common question: Let's say that we have an existing customer service mailbox: support@example.com hosted somewhere. We have set up a support email address and forwarded all emails from support@example.com
Copy one field to another
Hi, How do I copy one field to another upon Lead creation please? Field 1 is called 'Coupon Code' Field 2 is 'Coupon Code Copied' Thanks
Removing a user...will I loose the work they've done?
I'm needing to remove a user for Campaigns. When I do this will all the templates, campaigns, and workflows they have created stay accessible?
Setting up Desk custom subdomain - Domain verification failure for both methods
I've been following the instructions in this guide to set up a custom subdomain for our help center, but I am stuck at the domain verification stage. We'll call my main domain example.com and my subdomain support.example.com. I have tried both methods - DNS record and HTML file - and both are failing. I have confirmed that the DNS records have updated, and dnschecker.org confirms that my CNAME is resolving correctly for string.support.example.com. So I'm not sure why Zoho is flagging this as a failure
5 easy ways to manage tasks
Did you know that there are quicker ways to manage tasks in Zoho Projects? Here are 5 ideas to quickly manage tasks. 1. Quickly add tasks: Here are two options to quickly add tasks to your projects: Hover over a task to view the gear icon on the left
Returning 3001 from creator on update record
Hello, I'm trying to update one field of a zoho creator record once a document signing event is completed on Zoho sign. I'm using the fetch record action to find the creator record based on the sign request ID that is saved in the record upon document
Kaizen #34 - API Credits
Hello everyone! Welcome back to another post in the Kaizen series. We will be discussing an interesting topic this week - API Credits. In this post, we will cover the following. 1. What are API credits? 2. Add-on credits and pricing details 3. How are the credits deducted? 1. What are API credits? Zoho CRM consists of different editions to cater to its wide range of customers. Each edition in Zoho CRM has a limit associated with it, called API Credits. The system uses API credits to track API usage.
Rank records
I have a report of paid invoices including the field 'customer name' and 'total'. Is there ANY way, either with a report or a page that will let me know who my highest paying customers are?
Next Page