API Access to Sandbox
Hi there, is there any chance to access zoho creator sandbox via API? many thanks
function - datetime comparison
For deluge scripting, is there a datetime comparison function to see which one is of the earlier/later time? Is the operator built for datetime comparison or is it only comparing it as number? Also, is it possible to have multiple function within a script or do I have to create multiple script and have one call(not sure if this is even possible) the other?
Can I manipulate the content of the document through code?
I need to show the data of the user logged into my system in the document, is there a way to add it through code? How can I add text to the document through programming?
Lack of notifications from zoho mail mobile app for additional pop3 accounts
Hi, I'm quite a new user to zoho mail, so hello everybody :) I've connected an external pop3 account to my zohomail account, so I can see all emails in one place. Then I've installed a mobile application on my phone with Android. After logging in all
ERROR CODE :550 - Relaying denied (#5.7.1)
HI, emails from out domain @cocimec.com, keep getting this error everytime we want to send emails, this started happending about 15 days ago, i need urgent help. This message was created automatically by mail delivery software. A message that you sent
CRM Cases Module: Adding a custom Related List to show books invoices
All other modules in the system have the ability to add custom related lists however it’s not possible within the cases module. Does Zoho plan on giving the cases module some love and implement this? I know I can re-create a custom module to act as a
We can give access of record to superior role that is selected in User field.
How we give access superior role that user is selected in user field
Audio message
Hi It would be useful (for me, maybe for some other people) to be able to just leave a voice message to our mates in Zoho Cliq (like in Whatsapp, Skype,..). For example : I know my mate is busy but I have something to tell him. I dont wanna disturb him
Quick event with new calendar
Hi, before the new calendar, I was able to just: 1. click a day 2. Go to keyboard, type in "22:00 My event something something" 3. Hit "Enter" And hop, a new event at 22:00 was setup, without touching the mouse after the day selection. Super fast, super
Function Help? Remove first 3 digits from Phone # depending on Picklist value?
In Leads, Standard Layout, I have a Picklist called "Result" with the values of either: Val1 Val2 Val3 Val4 Val5 I have a custom Phone number field called "Phone3". with a 10-digit phone format. ##########. We need a function that removes the first 3
Missing Emails
This morning I lost some emails from my inbox. But on checking I can see that ALL emails (sent and recieved) are missing from 2 days ago (midday Friday) until this morning. So over 24 hours of email have just gone. Any suggestions?
Linking Tasks to each other in Zoho Projects
Coming from MeisterTask, which is a very basic task system, in comparison with Zoho Projects. We were able to link tasks to each other. This was extremely helpful, as many parent tasks had data or attachments that would help understand or complete other
Advanced Read/Write Permissions
We update records through an API. How can we set some sort of rule or permission that enables the API UPSERT function to overwrite an existing value IF the existing value is something specific (like NULL or NA), but NOT if it contains another value. (I
Assigning candidate
How can I bulk assign candidates to different users and can the same candidate be assigned to two different users?
Tasks
Why do tasks still show up in tasks after they have been marked completed?
Reoccurring Deals - Zoho CRM
Does anyone know a way to get a deal to reoccur each year? For example - I have a custom field in our Deals called Category. My Categories are Fall, Winter, Spring. On April 1st I want all of my Fall Deals to automatically get re-created. On Sept
Problems with Function Parameters and having to use different ones to Associate a Workflow
Hi All! I am not sure if this is a problem, a limitation of the system or that I haven't figured it out how to use it appropaitely. So, I finally managed to be able to create some functions. I managed to run it successfully and I decided to use it to
How can i rearrange / alphabetize my list of attachment categories in Modules Zoho Recruit
How can i rearrange / alphabetize my list of attachment categories in Modules Zoho Recruit
How to view the total hours logged in a project from the project list view?
Hello Community! I want to manage to see the total hours charged in each project, from the list view of all projects. I am trying to customize this type of view, but I don't understand in which column this information is reflected. I have added the column
On addition of row in Subform, I want to have an auto increment values
Hi Everyone, I have a subform and I added a single line field inside the subform. Now I want to have an auto increment number based on the number of rows inside the subform. start in 1. TRIGGER : ON ADDITION OF ROW. (i.e) 1 2 3 and so on. Regards,
External share symbolic link
Hello, There are cases where it would be useful to generate a single external share link which can later have its destination updated. In effect this would be sharing an symbolic link where the link target path can be updated. The use case which prompted
How to add a number after the internation prefix
Hello, I have one problem and only happens with the Mexico code phone we have installed the WhatsApp Woztell in our zoho crm, when a lead send the phone number the lead send automatically the international prefix +52 xxxxx xxxxx. But WhatsApp don’t detect
Activities Details
You can check without open activity with this function in new system. RelatedTasks = zoho.crm.getRelatedRecords("Tasks","Accounts",accId.toLong()); RelatedEvents = zoho.crm.getRelatedRecords("Events","Accounts",accId.toLong()); RelatedCalls = zoho.crm.getRelatedRecords("Calls","Accounts",accId.toLong()); RelatedNotes = zoho.crm.getRelatedRecords("Notes","Accounts",accId.toLong()); total = RelatedTasks.size() + RelatedEvents.size() + RelatedCalls.size(); mp = Map(); mp.put("Task_Count",RelatedTasks.size());
Zoho Forms - Multiple Fields into one
Hi, with Zoho Forms, is it possible for multiple fields on the form to sync into just one CRM field? I want the client to be able to enter multiple dates which they will be attending something. Thanks.
Insert page number
Hello everybody, I can't enter the page number in my zoho learn. I saw some guides where they said to look for "autofields", but I don't have that section. I am attaching rows of what I see Thanks for the support
There was an error while connecting to GSTN
I trying to file the return but not able to connect with GSTN portal have already checked filing period all is correct but still not able to file return. Pls inform when this will resolve
Time Zone Disappeared
Denver "mountain" time zone disappeared from my time zone options. Help
Error in Journal Upload "Invalid Vat Treatment"
My upload .csv includes a Column for Vat Treatment which is populated with "United Kingdom" which is one of the two options when processing a Manual Journal, the other being "Overseas". What should the Input text be if not "United Kingdom"?
Admin Console Export Problem
Hello, Im zoho superadmin of my company, Im trying to export user's anti-spam allowed and blocked lists for re-configure it on domain-level. But I cannot export anything because of attached error. do you have any suggestion?
How do I add a furlough payment from hmrc
Hi Please can someone advise how I record a furlough payment from HMRC in my Zoho books?
Is there a way to stop multiple Zobots interfering with each other?
I have three Zobots operating on my site. They pop-up on these pages: https://www.forbesbaxter.co.uk/not-our-customer/, https://www.forbesbaxter.co.uk/brand-marketing/ and https://www.forbesbaxter.co.uk/chatbot-demo/. The idea is that I use chatbots to
Cliq UNLIMITED, UNLIMITED TRIAL plans pricing changes effective from 12th July 2021
We have added marginal changes to our Cliq UNLIMITED, UNLIMITED TRIAL plans as mentioned below. (The below mentioned pricing is in USD) Monthly Billing Up to 500 users = $3/user 501 - 1000 users = $2.5/user 1001 - 5000 users = $2/user 5001 - 10,000
Unable to upload file via docs api
Hi, I have able to successfully run GET operations via the API, but am having problems using POST to upload a file. The POST command appears to be properly constructed... apidocs.zoho.eu/files/v1/upload?authtoken=<my_token>&scope=docsapi&filename=test2.pdf&fid=<my_folderid>&content=<my_blob> but I receive this header back... HTTP/1.1 400 Bad Request Server: ZGS Date: Wed, 25 Sep 2019 10:58:29 GMT Content-Type: text/html;charset=UTF-8 Content-Length: 1040 Connection: close Set-Cookie: f9dcd8b159=f29ca0b29ce8262dd4e41ca9aabba1be;
Zoho Mail can't recognize MX records
Hello everyone! I set the MX records in my domain properly yesterday afternoon and Zoho inboxes are working great receiving e-mails. No problem at all. However, my Control Panel doesn't recognize them and the message "You can start referring other domains
How do you move a dead lead somewhere else other than your active?
How do you move a dead lead somewhere else other than your active?
Problem with second subform in quotes while trying edit the PDF model
Hi, My quotes have 2 subforms as some products are really different with differents subitems that can't be merge. It is OK in quotes module but when trying to design the model for creating the quote as a pdf, I can't find this secondary SUbform. The first
Function-4: Get the total quantity, taxes and discounts for a record at a glance!
Welcome back folks! Last week, we learnt about auto-update of account information across CRM. This week, let's look at a custom function that makes accounting and report generation easier by automatically calculating the amount of tax, discounts and the quantity of items for a particular record in a quote, invoice, purchase order or sales order. Business scenario: I'm sure you agree that meticulous tracking and management is critical for your business to hold up and flourish. You need to keep an
S/MIME support in the Zoho mail app
Hi Would be great if you could add S/MIME support. Currently for Android there are very few apps that allow signing and encrypting of emails using X509 certificates. There is .free fork of K-9 that can do it rumour has it. There is also djizigo now renamed to ciphermail. In the forum there is another topic about s/mime problems where the answer is that you are working on some kind of s/mime support.
Selling Retirement Plans in a Competitive Market ft. Brian Dunkin | Small Business Heroes E06
In the sixth episode of Small Business Heroes, we have an interview with Brian Dunkin from Indianapolis ZUG, a veteran sales consultant with FACTS Inc. Brian brings over 30 years of sales experience in the finance industry and talks about his strategy
One User, Several Domains and Email addresses - Impossible to practically use Mail?
In another similar recent topic (https://help.zoho.com/portal/en/community/topic/multi-email-acounts-domains), I have been discussing the difficulty of using Mail with more than one domain and multiple email accounts/addresses. I understand Zoho Aliases, I've linked in my domains, and I can collect/send my emails online from various identities, via Mail in a browser, Android app and via my local email client (Thunderbird) - that all works fine - what I cannot understand or practically make sense
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