How can account ID be displayed
We are new to Zoho CRM and went through the import process for Accounts today. We originally could not import successfully because the records from our previous system did not have an "Account ID" field. We manually created this value on the spreadsheet
Establecer el Vendedor a un ticket en Zoho Desk
Hola Amigos, Tengo una consulta, necesito establecer el vendedor o ejecutivo de ventas a todos los tickets, para así poder determinar evaluar el desempeño del vendedor. El campo propietario se lo asignamos al técnico encargado del ticket, pero detrás
Your Project Progress Gets Quicker With Task Templates
Welcome back dear friends! Zoho Projects makes your work lighter, and quicker by developing a standard structure that adapts to all your projects. Let me not put it up long-winded. Alike, creating project templates , you can also create a standard template for all your tasks. Here you go with the important things that you can do with Task Templates in Zoho Projects! For example: You own a wedding planner company. How will you manage your team for successfully running the big day? What you actually
Is it possible to set time "non-billable" by default?
Hello, With salary employees we would like to still track time spent on projects/tasks but not to invoice for it. Is there a way to set the status as "non-billable" by default? Currently it defaults to "billable". Thank you.
Function-24: Create purchase orders from sales orders at just the click of a button
Welcome back people! Last week, we looked at a custom function that enabled auto-update of multiple fields in a record with the same details. This week, let's look at another custom function which lets you create multiple purchase orders from a single
Gamescope Error
I really like this feature, so if it can work that would be great. It does not seem to be adding everything we do up under the badges. I have also tried to run some some games, and it does not add everything up there either.
Printing record summary templates
This statement will print using the Active record Summary for the report openURL("https://creator.zoho.com"+ zoho.appuri +"record-print/report_name/" + input.ID, "NewWindow"); Is there an option to indicate the template name? Here is what I am trying to accomplish: On a report when the user clicks on view record I want one template (Template_A) to display. I also want a custom action to print using a different template (Template_B). I can create another report that has Template_B as the active template
Resend a survey to those who did not yet answer it
Hello, Is it possible to resend a survey only to those who did not yet filled it in? Thank you! Kind regards, Joke
Automatically changing the Y-axis range
Hi guys! In this chart, I'm analyzing the data input average per customer profile. In the image below you can see that there's two profile and the Y-axis range is set according to the data related to both profiles: When I deselect one of the profiles
Prevent Deal Creation for Blocked Account
Hi, I'm trying to figure out a way to create a validation rule that would prevent the creation of a new Deal to an Account that, for any defined reason, is blocked (normally because of delayed payment issues), thus preventing users to create new Deals
How do I delete an import of contacts
I have recently imported the wrong file of over 3000 contacts into one of my mailing lists. I can't see anyway to delete the import. Is it possible?
Zoho People
Unable to update employee leave balances eg: If I'm entering data for 05 casual leaves, it appears as 4.58 (odd amounts) Need to fix this matter very soon. Pls give the priority to it. 2 . Unable to disable accounts
Allow negative inventory in Zoho Books
We were migrating the entire data from Quickbooks desktop to Zoho books for a client based out off Canada. We want to put openings from 01/01/2014, but since some of the items have negative quantity, Zoho doesn't supports that. We expect if Zoho shall allow us to put negative quantities just to match the inventories from QB desktop to Zoho books. Kindly share thoughts!
LinkedIn altering shortened links and classing as spam
After using Zoho for multiple posts over the course of several weeks, suddenly the shortened links stopped working on LinkedIn. Instead of showing the correct link, LinkedIn has inserted a redirect. When you click on it, it says that LinkedIn suspects
CRM - Astuce #10 : Personnaliser votre barre de recherche
Bonjour à tous, Comme vous le savez déjà, vous pouvez rechercher des enregistrements en utilisant l'option de recherche globale. Par exemple, si vous voulez récupérer les détails d'un contact appelé Laurent, il suffit d'entrer le mot clé "Laurent" dans
Sync Campaigns Lists to CRM with fields
Hey, Does anyone know if it's possible to have a field in CRM based on my list in Campaigns, and if a contact unsubscribe one list this field is cleared in CRM? For example: I have in Campaigns 3 list: A, B and C In CRM layot I have option list A, list B and list C When my contact unsubscribe list A in Campaigns, in CRM update the field list A Thank you!
Zoho People for People Management
We've planned a series of free online workshops for our Indian customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next
Zoho document API - Error when Creating document
I am trying to write the documents . I use PHP curl request to call the api. Any help would be much appreciated $path = storage_path('app/letters/letter.pdf'); $post = 'file=@' . $path; curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');
How to insert data from access token request?
My customer sent a url like this; https://accounts.zoho.com/oauth/v2/token?refresh_token={refreshToken}&client_id={client_id}&client_secret={client_secret}&grant_type=refresh_token_adhesive I want to write a insert code according to this. My code is
BUG : Reccuring invoices not send to customers automatically !
Hello, We are using Zoho One. Concerning the Recurring Invoices, we configurated Zoho Books in the way that the Invoices will be " create, Charge and Send" However, this is not the case. For example : - A recurring was created the 20 05 2021 and charged
Importing sales invoices in foreign currency
When foreign currency invoices are imported, exchange rates are not automatically applied even if exchange rate history is available. This is a serious flaw and needs to be addressed. The only alternative for me is to start with the SO and then let the conversion take place while invoicing. This is tedious and defeats the purpose of importing
Building my integration plugin
Hi, I have started building my own integration extension and I have a few questions like How should I start? Which SDK should I use? How to make a frontend to accept data like the API key? If someone can help that will be great or provide some relevant
How to book TDS on my customer invoice and entry on receive TDS certificate from customer?
Hello, Wanted to know how to book TDS amount in Customer's invoice (Currently we're doing by adding payment as TDS). Generate TDS Receivable Report, What amount of TDS customer needs to pay. if customer provide TDS certificate,,How to make entry for TDS
Using Zoho Books API in Zoho Creator
Hello, Can someone share Zoho Books API example in Zoho Creator deluge function. I have already created Access Token and refresh token for it respectively. I am confused in later part of it
{"error":"access_denied"}
I am trying to generate Access Token using the URL: https://accounts.zoho.in/oauth/v2/token and sending {"client_id"} {"client_secret"} {"refresh_token"} {"grant_type"="refresh_token"} in parameters in the response I am getting {"error":"access_denied"} ans sometimes {"error":"invalid_code"} Even if I am trying to generate the access token for the first time I am getting these errors for different zoho crm accounts. Please suggest if I am doing
Removing Close Ticket and Ticket properties options from help center
Hey everyone, I'm looking to remove the end user's ability to edit ticket properties or close tickets through the ticket view page in the help centre. Currently users are able to see each other's tickets, which is great, but I don't want them able to
Custom "Lookup field" in lead not converting
Hi, I am trying to create a "broker" custom field in lead which is a lookup field (lookup from contact) and have it convert to a new "broker" custom field in contacts, accounts and deals. I understand that all of these fields need to have the same properties in order for me to link them. However, I cannot choose the same lookup for each module as I cannot lookup contact in the contact "broker" field. If I choose single line custom field then everything is fine. However, I cannot figure it out for
How to get tickets that need to be merged on the same screen
I often become aware of tickets that need to be merged but have yet to find a way to get the tickets on the same page with the checkboxes next to them w/the merge tool. Today I did an advanced search and actually go two that need to be merged on the screen
Recording Sent CV's
Hi All, Someone asked the question I have pasted below 4 years ago in a previous thread, I was wondering if there had now been an update to resolve this? "Several of our recruiters send resumes using their corp. email account, rather than the submit-to-client
Grant Admin / Edit access to a registered user
Hi Creator Community, Is it possible in Creator 5 to assign one of the users of an app to be a co-admin so that they can also edit the app? This doesn't seem possible via the users and permissions tables in the app settings nor in the user list on my
my ip is not allowed
By mistake i miss configured another account i have with zoho, i added my ip to the allowed ips but the next day the ip in my office changed because we have dinamic ip. I have no clue how can i remove that setting if i cannot enter my own account. Please
How do I cancel Zoho email account
I can't even find "my account" on the zohomail page.Please help
Alternative Customer Registering form for Group Bookings
The customer detail booking form we use for individual bookings all works well, but I want to add /ask different set of questions specifically for group bookings. How do I do this? or have I miss something?
"My Team" in LMS
Hello, I was looking at a Zoho people Guide, and in the LMS section, there is a tab that says "My Team" in which you can see your team status: the courses they have taken, the skills they have earned, etc. The thing is, I can't see that tab anywhere,
CDO error in VBA
hello I am using the following code to send emails Public Function SendMail(Para As String, Asunto As String, mensaje As String) Dim Obj As Object Set Obj = CreateObject("CDO.Message") With Obj.Configuration.Fields .Item("http://schemas.microsoft.com/cdo/configuration/smtpserver")
Standard JSON string creation in creator
would you please advice how to create a string of this type using creator? the intention is to create a string that can be read by a standard JSON parser. {"employees":[ {"firstName":"John", "lastName":"Doe"}, {"firstName":"Anna", "lastName":"Smith"}, {"firstName":"Peter", "lastName":"Jones"} ]} thanks Luis
Spotlight 32: Preparing session resources
Having a captive audience that is completely focused on what you're saying and not distracted by taking notes or reading slides can help you deliver more effective presentations. To do this, you can use supplementary resources to help them understand
Email Not Auto-Forwarding
Until today, my Zoho Mail had been auto-forwarding perfectly to my other Email account. I like to do that because I can pick it up with my email client....which therefore notifies me about incoming mail. But today I noticed I was getting mail in Zoho that never got forwarded. So I tested things.....made sure I could send mail straight to both accounts, and I can. Made sure my email client is working with another account, and it is. The only thing that doesn't seem to work is forwarding from Zoho
Option to Group Projects
In both Zoho Projects and Zoho Task Groups there is the ability to group projects. This would be invaluable for Connect. Please consider adding a grouping option as shown in the attached screenshot. This would be so much more efficient and useful than
Customize New Invoice input screen?
Hello! Is there a way to customize the New Invoice input screen? There's a field for Order Number, which we do not use (sales order and purchase order modules are turned off in preferences). It's annoying to have to skip over that input field every time...is
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