Email Alerts for Booking Release Notes
How do we get email alerts for Features, Updates, PerformanceEnhancements, and Bug-Fixs for Bookings? Can your automation software automate email alerts for these changes?
Mass Update mechanism suddenly ceasing to work, can't click on "Ok, Proceed"
We have a field in one of our modules which we use to trigger a mass update to over 3k records on every week. We do this simply to update some formulas involved there. Suddenly this seems to have stopped working. The "Ok, Proceed" button isn't clickable.
Propagating contacts of new address field in an Account
I have added an Area field to an Account's address to cater for addresses like this: The Old Workshop Eaglewood Park Ilminster Somerset TA19 9DQ United Kingdom A corresponding field exists as Billing Area and Shipping Area in Account records and as Mailing
Retrieve the record id of the currently displayed record for use in Deluge Script
If I have a record displayed with a url like : https://crm.zoho.com/crm/EntityInfo.do?module= Potentials&id=19999999990000000 how can I retrieve the id part of the url to pass to a Deluge script function like void workflowspace.create_Tasks99 ( int PotentialID)
Zoho Desk to Sheets - How to utilize flow to fetch ticket data?
Hi, I am needing to fetch ticket data from desk and capture them on Sheets. The aim of it is to compile different sheets with tickets logged for an external provider based on the category it was created. I am also looking at using it to compile a list
How can reuse the Delete custom fields?
I create custom field in the contact module but after some time I delete that field but now I want to reuse that field again but not getting how can I reuse this and it is not allowing me to create new one. Can anyone help me to get out of this. Thanks
IMAP password credential encryption and storage
Hi everyone, I wanted to double-check how ZOHO CRM encrypts and stores our IMAP credentials at rest. To connect ZOHO CRM to our Outlook servers via IMAP we need give ZOHO credentials to email accounts of our team. I have three questions regarding that
What's New in Zoho Books - March 2021
Hello customers, We are always building new features and enhancing existing ones to provide the best accounting experience for you and your clients. This month is no exception. Let's take a look at all that's new this March 2021. Introducing Developer
Multiple Email ids linked to Bigin Account
Hi There, We use Zoho Desk and have 3 different emails which gets converted to tickets. When I am using Bigin and looking for emails. Some of the email ids of customers are visible and some of them are not visible. Not sure why?
Solved: Zoho Databridge JDBC driver problem with European time zones and MySQL
If you are running in problems with following configuration: - Zoho Analytics and Zoho Databridge - MySQL on Windows server - default timeZone configuration just run following commands in mysql: SET GLOBAL time_zone = '+1:00'; or SET GLOBAL time_zone
【6/11（金）16:00〜】Zoho Boosks /Zoho Assist /Zoho Sites /Zoho Flow の自社活用例について話します。CRM以外のZoho製品も使ってみませんか？
こんにちは、有限会社西尾システムコンサルタント 西尾真言（にしおまこと）です。 去年のMeetupで自社事例をお話ししてから1年がたち、だいぶZoho One の運用も定着してきました。 Zoho には、CRM 以外にも便利なツールがいっぱいあります。 その中でも個人的によく利用している以下の4製品について、自社でどのように使っているか、6/11(金) 16:00から情報共有会を開きたいと思います。 ・Zoho Books(会計） ・Zoho Assist（遠隔操作） ・Zoho Sites(Webサイト構築)
Show currency on Invoice
Is there an easy way to show currency on an invoice? Regards, Glenn
FREE Zoho Inventory Webinar - Overview & Best Practices
Hey everyone, Our monthly overview and best practice webinar for June is on Zoho Inventory. In this hour-long webinar, we will do a general overview of Zoho Inventory and cover best practices when using this application. There will be a live Q&A at
How are you handling how multiple variants with images are seen in mobile?
Here you have an example: I have one product with 12 variants. Each variant contains 3 images. There are 7 pictures not linked to any variant. This is how it looks in a mobile phone: As you can see, the visitor has to scroll down quite much only to see the name and price of the product. Then, when the visitor selects a variant, s/he has to scroll up again to see the picture. ...Are you facing the same issue? Thanks.
[iOS] [ASAP] Problem archiving the project.
Hi Zoho team, I hope you are doing well. Currently we are implementing the live chat from ASAP module on ZohoDeskPortalService library, we have already implemented the live chat, in debug mode works well, but now we are trying to archiving this implementation
Does updating a ticket via API count as an Agent Response?
If a ticket is updated via API, does that API update count as an actual Agent reply and toward ticket response time for SLA metrics? I understand that Agent responses sent via email do not count toward response time for SLA metrics, so wanted to ask as
How to integrate from Zoho Sign to Zoho People
I've tried to set up our onboarding through Zoho Onboarding, but it couldn't do what we wanted it to. So now I'm trying to send onboarding documents through Zoho sign, then be able to upload the completed documents into their Zoho People employee profile.
Shipping and inventory Labels
I am considering using Creator to write an application for my customers to replace one that has been sold for almost 20 years. One of the things that I need to do is to print to a label printer such as a Zebra or Datamax thermal printer. This would primarily be for inventory price tags which are quite small, jewelry price tags. Some of my customers may also want payment receipts printed on a thermal printer such as a Star Micronics or Epson. Is there a way of handling this within Zoho Creator?
Timeout or automatic sign-out
Hi guys, To improve the security of our data held in Zoho Creator I'm trying to find a way to automatically time-out a session after a period of inactivity or automatically sign-out a user if they close the browser page. Can this be done? Can we configure
Can't receive any incoming mail
Hello folks, I've recently setup my account (contact@recordatio.nl) with Zoho Mail. I've pointed my MX records correctly and the domain has been verified. I can send outgoing e-mails, but can not receive any incoming mail. Tried with a bunch of different e-mails/clients and even mails from Twitter don't show up, absolutely nothing. Any issues with the mailservice going on? Kind Regards, JM
New Module with a Pipeline
Hello, We have been trying to use the CRM Deals to also be the process for things like government proposals, but we are running into issues where are typical deal pipeline does not really match that of a government proposal. We think that we need to create
Incoming webhooks?
Thanks for adding this to Zoho One... Is it possible to grab the variables from an incoming webhook and create a flow with it? EG. I can set my task manager to send a webhook to Flow when a certain action takes place. I'd like to grab the data it sends and pass it onto another app via Flow. Can this be done? Many thanks.... Rgds Jon
Candidate Onboarding - Can candidate fill out & sign a PDF form via onboarding flow?
I'm trying to setup the onboarding process for a candidate. I'd like the candidate to fill in and sign a PDF form (standard US W4 form). Is it possible to have them do this via the onboarding process and fill in the PDF and sign online all in Zoho People
annual permit
I want to add annual paid leaves on People and have it updated automatically. The vested leave dates are calculated as follows; 1- Leave is not entitled until 1 year from the date of employment. 2- Leaves of employees between 1 year and 5 years are 14
Sites looses connection with instagram
Hello, Zoho Sites regularly looses it's connection with Instagram. It is fixed by refreshing the account in Zoho Sites. It is not feasible to manually check the connection throughout the day and the refresh. This is a problem. Hopefully, Zoho can get
Zoho Workdrive TS local storage location?
Hi Guys, i am trying to understand the logic behind Workdrive TrueSync and where it stores the "offline" files on MacOS Big Sur. (I want to "backup" this offline files by dropbox sync to the dropbox, for this i need to find the "storage path" of the local
Automation
Is it possible to create a deal from contacts by a workflow in Bigin?
Zoho Bigin contact addition
How do I add multiple contacts in a deal?
Getting user input to set task due date
Hello. Thanks in advance for your help. I am using a custom action, in the after transition of a blueprint transition, to automatically set a task with a due date of 2 days from the current date when the attempted contact was unsuccessful. instead of defaulting to 2 days from the current date, I would like to implement a pop up dialog box or form of some kind that would allow to the user to to change the due date of the task by entering the number of days from the current date before the task is
Unmatched Book Transaction
Hello friends How do we match book transaction in Petty cash which is showing in our report so please help us to clear the issues.
Formating just Created task to update module
Hi All, I am attempting to store the follow-up task ID created below in the Enquiries Module. When I do info on the Follow_up_task_id it gives me the right Task ID number that was created. But for some reason it is not storing it in the following update
Zoho Mail IMAP IP Address
Hi Zoho Community. Do you know what is the IMAP IP Address for Zoho Mail. I need this in order to export my mailbox from zoho to other service. Thanks in advance.
Tip of the week #4: Click on the calendar grid to create and add an event to your calendar
Quick Add in Zoho Calendar helps you create an event by clicking at the desired time on the calendar grid. Day, Week or Work views If the calendar view is set for the Day, Week, or Work view, the preferred event time can be set by clicking and dragging
Translate Notes Field in Forms
Hi Is there any way to translate Notes Fields in Forms? Or eventually to do it by script. In this case how can I know in the script which is chosen language by user in a variable like zoho.xxxxx? Thanks Best regards
ALT text support for images (accessibility)
Is there any support for ALT text for images posted via Zoho Social? ALT/accessibility support is something supported by other solutions, and it is becoming increasingly important for public and private sector clients. ALT/alternative text support dates
Task Inline Editing Enhancement
Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.
VLOOKUP
Is there a VLOOKUP option in creator like in ZOHO Sheets?
Bank Statement
Hello How to add bank statement for reconciliation, i had tried to download the format from the zoho book and copied all the data and uploaded but its showing the error that the date format is not not match. but the date format which is given in the option
Benefits of using zoho recruit as an add-on to zoho people
what are the benefits of using zoho recruit as an add-on to zoho people or subscribing it as stand alone
how to connect a zoho campaigns worflow with a blueprint of crm zoho
Muy buenos días a todos, me comunico con ustedes porque llevo un tiempo con el problema, he creado un flujo de trabajo en campañas de zoho que su final de programa es cambiar el campo de título por interesado y, el blueprint que tengo se inicializa cuando
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