Show same entry field in multiple rules
Hello, I am wondering if what I am trying to accomplish is possible. I currently have a dropdown field with numeric options (1 through 5). Based on which option is selected, I want to show that many additional fields. I have set up a rule that when 1
Hello better editing tools!
From work reports to school projects, we all format text, paragraphs, fonts, and more as part of any document creation. That's why we've upgraded some tools you're already familiar with to make your formatting experience with Writer even better! Here's
Running Sum
How can I make a running_sum if the first line of my data istn't the criteria that I use. Exemple, I want to use the second column
how to authenticate Customer in the organization?
Hi, I have my zoho subscription account. I created organization where I added product with some customers. Also my launching site contains login page. Where this customer need to authenticate. Is there any APi which is use for authenticate the customers
Zoho Books Invoice Update API
Hi there, I have been trying to update invoice in Zoho Books through API once the invoice is sent to customers but I received the error message like "{"code":110701,"message":"Please enter the reason for updating a sent invoice."}". I had a look at Zoho
I cannot import price list to Zoho inventory
Hi, I want to add a price list, but I cannot imported. What am I missing? Please help me
Create "Memorized" Reports
Hello, It would be great if we could have the ability to create "Memorized" reports. We have many recurring reports that we run with specific parameters. I know that the last used parameters for some reports remain "sticky" sometimes - although it
Open another form to edit a field directly through a report
Hi, In my app I have a report (let's call it "Actions") that shows comentaries from another form (let's call it "Comentaries"). Sometimes I need to modify what's been written in "Comentaries". It bothers me that everytime I need to edit a field I have to go to another relatory, find the register and edit it. My question is: Would it be possíble to call, directly from the relatory "Actions", the form "Comentaries" which contains the field I want to edit (in edition mode), edit the filed and submit
Can we add fields that are pick list and look up through API?
According to the zoho crm documentation the following fields are picklist, lookups or check box. Can we add values for a contact thrrought the api? what happens if a field contains a value that is not in the pick list or lookup reference tables? Lead Source Select the source of the lead, that is, from where the lead is generated. Pick list Lead Status Select the status of the lead from the drop-down list. Pick list Campaign Source Select the campaign related to the Lead Lookup Email Opt-out
Making records 'Read Only' after a Case is 'Closed'
We've just developed a Blueprint for our complaints procedure with multiple stages - of course every stage is locked until certain tasks / information has been inputted; that's until the stage is updated to 'Closed', at which point users can alter the
Editing Delivery Challan after Delivery Marked
Dear, How to Edit Delivery Challan after Delivery Marked. Earlier this option was there, i think.
Tip #14: Correos electrónicos para recuperar a suscriptores perdidos
Tips and Tricks #14 para Zoho Campaigns, adaptado de Swathika Mahalakshmi ¡Hola a todos! ¿Cuántas veces nos hemos preguntado por qué nuestros suscriptores no abren algunas de nuestras campañas de correo electrónico? Si nos ponemos en la piel de una persona
Lead Status Check on Convert Button
Hi, We have designed a blueprint for Leads which have multiple endpoints (such as Junk Lead, Qualified - Convert, Lost Lead etc.) We want to allow to Convert the Lead if and only if the Lead Status is "Qualified - Convert". However, we could not add
Juillet : Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à tous, Le premier mois de l'été se termine, et si certain profitent d'un repos bien mérité, sur Community on continue à en apprendre toujours plus sur nos produits Zoho. Notre série sur Zoho CRM se réinvente avec la découverte de notre fonction
Adding Items - too many fields
We add new items constantly & are presented with a huge array of fields which we find intimidating & confusing. I understand the need for the really necessary fields, as well as our own custom fields but we never use the following, is there any way to
Triggering Microsoft Power Automate with CRM Webhook issue
Hi, I've created a webook calling a Microsoft Power Automate Flow (HTTP Trigger URL). Everything is working fine when the power automate flow is running on Microsoft server in the US (Ex: https://prod-187.westus.logic.azure.com). However, when the exact
How to automatically produce a list of customers to call for service visits
I am trying to figure out how to automatically produce a list of customers for my sales reps to call each week. Its a very simple premis but I can seem to get it to automate on Zoho. We have customers that require a service once every year and we need
Enabling VAT Treatment (Sales order import)
Hello, I am currently trying to import a sales order (.csv file). I keep getting this error which says "Please enter a suitable vat treatment". I'm not really sure how to go about. Any help would be deeply appreciated. Thank You
HOW TO RECORD EXCESS AMOUNT OF CREDIT REFUND
Dear Team, We have issued a credit note of 25,339.70 to VENDOR AL BAZZAM but they transferred more which is 26,466 so how to record the excess amount of credit refund? Which is 1,126.30?
ZohoCRM Plain Text Emails strip Style info from header
1. Create new email template 2. Select "Insert HTML / Plain Text" 3. In the "edit HTML" panel add some style arguments into the header in between <style></style> just before </head> tag. p { color: red;} 4. Save 5. Open template all style info is deleted
Zoho Subscription: You are not authorized to perform this operation
I am new to zoho integration and trying to integrate with subscriptions (https://www.zoho.com/subscriptions/api/v1/#introduction) I created apiauthtoken using https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoSubscriptions/subscriptionsapi Now I am using that token to see all my orgnization using GET request to below url: https://subscriptions.zoho.com/api/v1/organizations Headers: Authorization Zoho-oauthtoken [apiauthtoken GENERATED_FROM_ABOVE_URL] oauthscope: ZohoSubscriptions.settings.READ
Add Workflow/events to Reports.
It would be good if Reports can have Workflow events to control what happens before a report is loaded so that only specific records based on user's request parameters can be presented before Report starts. This report parameters can then be saved as
[Event Alert] Experience The Modern BI & Analytics Platform
Hi there, Technology has enabled businesses to cash in on markets on a global scale, fuelling data generation at astronomical volumes and breakneck speeds. Successful businesses have harnessed the power of this data to build their competitive edge across
Transitioning to Zoho Subscriptions with ACH Payment
As we are trying to transition to Zoho Subscriptions, we are wondering whether Zoho Subscriptions can handle our existing workflow regarding ACH Payment. We currently have: 1. One of our partners input a deal with a customers ACH information. We only
What's New—July 2021
Hello everyone, Last week, we're celebrated our anniversary as we turned 3 on the 31st of July this year. Backstage has grown over these years and we've definitely come a long way from being a simple event management tool. We definitely couldn't have
Web E-Mail Groups & E-Mail aliases issue
Hello there, I already contacted your support by email but haven't received a reply in days. I purchased your Mail lite plan recently but I have trouble setting up my email accounts with your service. My plan was to register 2 domains and then add 2 addresses
API Oauth v.2 with cURL PHP
Hi, I need to repost this question because my last one got marked as "Answered" but it is not.. I would like to know why my cURL PHP call is not working. Am I doing something wrong here ?. url = https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id={client_id} &response_type=code&access_type={"offline"or"online"}&redirect_uri={redirect_uri} If it's possible, can someone tell me why my cURL call keep returning me this error Note: I know for a fact the URL is working. If I copy
"Server not reachable" for email account migration from Bluehost
Hi, I'm trying to migrate an email account from Bluehost, however I keep being shown a "Server not reachable" or "Unable to connect to the server" error. Previously, I have successfully migrated an account from Bluehost before using the exact same settings,
Can you Migrate 2 different emails you have been using (from 1 domain) into Zoho
Hi, I created a Free Zoho email account and have read many things and questions, including about aliases as well (which I do NOT believe apply for my question). I want to know please, Can you easily MIGRATE 2 different email addresses from the same domain
Zoho Forms で日本語名のファイルがアップロードできなくなりました。
2021/7/20頃から、Zoho Form のファイルアップロード機能で、日本語名のファイルのアップロードが完了せず、送信できないという状況が続いています。 ファイル名を英数字にすると問題なく、アップロードされます。 複数のZoho Form アカウントで同様の現象が起きており、大量のユーザーからの月末処理で利用しているため、大変困っています。 どなたか同様の現象が発生している方いないでしょうか。 特に設定を変更したりはしていないのですが、設定で解消できるものでしょうか
Community Digest: un resumen de julio de 2021
Community Digest de julio de 2021 ¡Hola, comunidad! Ha llegado agosto, mes de vacaciones para muchos, o de preparar proyectos para la siguiente temporada. Sea cual sea tu situación, en Español Zoho Community seguimos disponibles para resolver tus cuestiones,
Problem send email 553 Relaying disallowed
Helow.!!! Domain cimpler.com.br configured in cloudflare but cant send emails...the message show me 553 Relaying disallowed
【8/5(木)】Zoho CRM もくもく会、開催！手つかずになっている設定やカスタマイズをユーザーと一緒に乗り越えよう
こんにちは、蒸し暑いお天気が続きますがいかがお過ごしですか？ さて、8月5日17:00より、Zoho CRM オンラインもくもく会を開催します！ もくもく会とは... →複数人が同じ場所に集まり、各自が黙々と勉強や作業を進めるイベントのことを指します。 ※もくもく会の詳細は、以下のURLをご参照ください。 テックキャンプ ブログ： https://zurl.co/nDYa （外部サイト） 今回のZoho のもくもく会では、日頃手つかずになっているが本当は片付けたいZoho CRM の設定やカスタマイズを、ユーザーさまとともに作業します。
Automatically add emails sent through zoho mail to zoho crm
For contacts that are already in Zoho CRM, is there a way to make zoho mail automatically push the emails into Zoho CRM so I can see all emails to a contact. Further, if that contact is part of an account, I could see all emails relating to that account.
Multiple Assessments Throughout Hiring Process
Hi, Is it possible to associate multiple assessments to one job opening? We want to have a pre-screening assessment when applying, and a post-interview assessment for those who have surpassed the first screening.
lead link to contact
Hi Please help me i have problem. how to auto update Contact from Lead Data? Currently after user Submit Zoho form all detail will go to "Lead". i want auto update in "Contact" Thank You
Sortie de nos guides Zoho One
Bonjour chère communauté ! Afin de vous apporter toujours plus de contenu, nous sommes très heureux de vous annoncer notre toute nouvelle page ressource, bien en français dans le texte : nos guides Zoho One. De quoi s'agit-il ? Nous avons créé des
Deals Help
Need some suggestions here, I have a magazine and trying to determine the best way to organize this. When we sign up a new customer they can choose to go with a 1 month rate or a 3 month rate (that is the max, after that we go back and determine if they
How do I send mass email from my linked Office 365 account?
I want to email all of my customers a quick update but the test email shows that the mass email is being sent from a strange Zoho email account, not my regular Office 365 account. How can I correct this? Thanks in advance.
Score - Word of the day #11
Score refers to the total number of points learners earn on a quiz. You can set scores for each question in your quiz. Scoring in Zoho Learn is pretty straightforward. When learners select the right answer to a question, they earn points, which contribute
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