Copying Pre-defined Subtasks
Hey everyone, I'm looking to copy existing Subtasks from one Task to another. Currently, I have a user that wants to define a series of Subtasks within Zoho, that I can then read and apply to a newly generated task through the API. I know I can generate
Ask the Experts 02 - A live Q&A on Zoho WorkDrive's User Management
We are thrilled to bring you the second edition of our "Ask the Experts" community series, conducted by our WorkDrive panelists. On February 24, 2021, our WorkDrive experts will be available to answer your questions for four full hours. In this month's
Get Invoices Items using Deluge or API
I need to get item list when a new invoice is created. i need this because it is mandatory to integrate to government tax service. I created a task that execute each time a new invoice is created, but I cant get item list from new invoice. I try using
Multi Select Lookup Fields and challenges with Custum Views & Reports
Currently I am investigating custom fields in ZoHo CRM and Multi Select Lookup Fields (MSLF) in particular. In the Accounts module we configured several new custom fields including two MSLF, one for products and one for packaging items. For those fields
Add Task associated to a Lead using PHP script
Hi We have an internal system in PHP, that gives us reports of action needed to be taken, based on the schedules our students attend to classes. This is made via a PHP script called by a cron job automatically. How can we make this script to create tasks
Zoho One, recruit and CRM sync
We have just migrated to Zoho One and were reassured that there would be no disruption to service, that we could continue accessing apps as we were pre migration. Unfortunately, this doesn't appear to be the case. I no longer have clients in recruit,
End users exporting dashboards as PDFs
Hi, I have recently created individual clinician dashboards and given our paramedics and doctors links to show them things around clinical exposure and skills when they attend patients. I know i can print the dashboards to PDF as a workspace admin but
Schedule Swap
Hello, I'm wondering if anyone here has experienced schedule swap in your respective companies. We have days where employees would work on one or two of their weekend in exchange for having the day off on their shift schedules. I tried compensatory request
Invoicing- item description wrong characters
i created a new invoice#308. Please check in the attached copy, the description of item number 1 is not correct. why i got this problem and how can we solve it? Thank You,
SIncro Bigin/Books
HI ! We have try to synchronize Z.Books con Z.Bigin, we get this error message "This Zoho Books Organization has already integrated with another bigin / Zoho CRM organization. PLease contact your zoho books admin" Books we have it attached to Z.CRM with
How to delete a user from my zohomail account.
Gostaria de saber como deletar um usuário da minha conta zohomail. tenho 3, acabei criando um desses 3 por engano e agora está pedindo uma senha, e não consigo deletar nem mesmo colocando a senha que encontrei. Gostaria de saber como fazer esta operação.
How do I remove our company's IP address
How do I remove our company's IP address from showing up on sales IQ. We login to our own website, and do not want the analytics to be skewed.
Wait 15 seconds before chat widget is presented to web visitor
Is there a config change I can make so that when any visitor lands on my web pages, after 15 seconds the chat window is then presented, not right when the page loads by default? I found a setting "Intelligent Triggers" where I can send them a chat engagement message after a specified time, but I do not want to send them a message, I just want a delayed chat window presence. Help :) Thanks!
Zoho Desk Community Digest - January 2021
Marketplace Updates Building Extensions #8: Create widgets using the Zoho Desk JavaScript SDK - Part 1 Other Enhancements Introduced a new help center preference that lets you decide whether users must log in or not to submit tickets. Introduced a category-level
Help with DNS configurations in ZOHO mail
Firstly, I already contacted Bluehost but they said to contact Zoho. I am trying to set up multiple email accounts on my external domain, tristangeiger.com, to work with ZOHO mail. So far, the main email address that I created with ZOHO right after setting
Adding products to quotes / sales orders quirk in the new Zoho CRM UI 2021
I must have missed the memo or something, but as an admin, I didn't know there was going to be a facelift to Zoho CRM. Anyway, I actually like it! aside from wanting to know in advance of these types of changes, a user reported funky behavior. When
Windows 10 PC native mail app - not syncing and duplicates sent email
Issue: I've tidied my emails, but this doesn't seem to be reflected at Zoho's end. I now have different emails online and on my laptop. I also find that sending emails from my laptop creates two copies, which just clogs up space for everyone. Background:
I cannot change a certain channel logo :(
I currently cannot replace the image in the screenshot below. An error comes up: "Unable to process your request". The above is a screenshot of the developer tools showing the response to the image upload request. What should I do??? Cheers, Aline
Website layout issue in
I'm using a 48" monitor while having 150% Scaling and 3840 x 2160 resolution. I'm having many issues with the Zoho Desk website. Some of them are: Many elements seem to not appear unless I zoom the browsers to 140% or %175 Tooltips are all misplaced some
SAML Dispaly Names
I have SAML configured and working with my AD. HOwever when my users submit a ticket for the first time by sending an email their contact name shows up as their first part of their email address. Is there a way for this to use their full name instead?
Variable Fetch Records Criteria
Trying to create a dynamic list that as users select the various other dropdowns on the form the the list displays all the records from another form that match the selected criteria. Since not all the dropdowns will be selected I can't just use the standard fetch records method r = FormName [Field1 == input.Field1]; Because it would try to match all the blank dropdowns as part of the criteria. Is there any way I can create a variable criteria based on which dropdowns are actually in use?
ZoHo Docs document deleted
I had a file that was my only document I had here and it was deleted. I'm not sure what happened or why but I don't remember deleting it. Was Zoho updated recently because that is the only thing I can think of. I know I probably won't be able to get the file back but I was just asking if it was possible. If it helps the car had a bunch of vehicle makes and models.
How to set value of dropdown based on another field?
Hello, I'd like to set the value of a dropdown when I can determine certain formats in a string field. Specifically, I am entering shipment tracking numbers and I want to set the associated carrier based on the string's format. The best example is probably UPS because their tracking numbers usually begin with "1Z". This is my first Deluge script so I'm probably way off. It has no syntax errors but it doesn't do anything. The workflow I setup is "on update" and states that it will be executed as the
Adding Cliq Notifications to workflow rule
I'm trying to notify specific cliq users during workflow rules and when I first enabled the connector it seemed i could choose from any cliq user (though the notification did not fire), but now I can only see one (Customer Care is the current user in
Zoho One- for Customer Success
Hi Zoho community! We're relatively new with Zoho One solutions. As the Manager, Client Success I'm looking to speak with other leadership individuals who have leaned on Zoho One products to streamline and simplify your workflows while leveraging all
help with coding multiple pages fetching data from forms
I am new to using deluge, figured it would be easier than building a database and etc from scratch, however I haven't been around html/scripting since 2005 so im a little outdated and not picking it back up as expected. I'll try my best to break down
Cannot change delete or change name of user
I've tried to ammend the name of a profile (not having the facility to do do this basic change!) and then tried to delete and create a new user profile. the new user has the same the email as it is a postion which is elected each year. embarrisingly the old elected officers name keeps appearing - which is unacceptable (for obvious reasons). I wish to get it back top a generic user profile based on the position (not the name) but each time I try the old name keeps popping up :? surely it would be
How to integrate Survey results in Zoho CRM to access Survey results via link
Hello @all, I know how to connect surveys to Zoho CRM and save results as attachments. But this is not very useful because the results are only available as PDF. So I'm looking for a way to make the results accessible like ZohoCRM does when you start
Iframe incompatible with wordpress
<iframe srcdoc="<div id='zf-widget-root-id'></div> <script type='text/javascript' src='https://css.zohostatic.com/books/zfwidgets/assets/js/zf-widget.js'></script> <script> var pricingTableComponentOptions = { id: 'zf-widget-root-id', product_id: '2-320c20b8938ab42d4bd3638ed5f68af9f94d3f998cf9700a8076ef6c79b9c2efd4348db3a334376c58bcad6fd428a6fd1dbfeec6502bd09348bf2deb26f7ad42', template: 'elegant', most_popular_plan: '', is_group_by_frequency: true, group_options: [ { frequency: 'Quarterly',
Validate and prevent data entry
Rather than using the form validation to revert changes, is it possible to cancel or revert the changes to the original value on the "User input of a field" event rather than waiting until they're done and doing it. e.g. you have an order that has multiple
Control Hero slide on mobile?
I can't figure out how to set the hero slide so that if viewing the site on mobile you can control which slide you are looking at. When viewing the site on desktop you have the arrows on the side and the 3 dots at the center of the bottom of a slide....but
Minha conta está bloqueada
Minha conta está bloqueada para envio de mensagem.... não consigo desbloquear
Zoho Show: Hyperlinks not working in PDF Download of presentation
I've added the hyperlinks in my presentation but when I download the PDF, they're not being recognised as links at all - just as text. I've got to get a presentation out ASAP, but if the links don't work it's fairly useless! Please can you let me know
using webhooks and rest api
I have an app that gets updated via a webhook. That same apps can make edits to the same data and those edits are pushed to Zoho via a rest api calls. I just conducted a test where I make a rest api update and that resulted in a webhook invocation. How
HOW TO EDIT A NAME MISTAKE OF A REGISTERED STUDENT?
IS THERE ANY WAY I CAN EDIT A PARTICULAR STUDENT'S NAME IN WHICH AN ERROR HAS OCCURRED WHILE ENTERING HIS DETAILS IN THE REGISTRATION FORM OR IS THERE ANY METHOD TO DELETE HIS RECORD AND RE-INVITE INTO THE COURSE AGAIN? OR DO I HAVE TO DELETE THE WHOLE
I cant use my xyz domain
I've tried to use my non-free domain ipl-clases.xyz but I get this message: "This operation has been restricted. Contact support-as@zohocorp.com for more details" Please help me
During Editing - Freezing while typing or updating any fields
Hi so we have a user who has a complain that everytime any Opp or Account etc is under edit mode and she tries to update any field it freezes for a good 10-15 seconds before the cursor starts to blink or you are able to start typing, the same thing continues
When adding a creator based custom related list to the Contact details, how do I specify a different custom form field than account name?
I've got this working for the Account tab, but I also want to have this on the contacts tab as we record both on the booking. Is there any way to add columns to the custom form field lists than just account name? I've searched through the documentation,
SignForms and Contracts created outside of CRM do not import to CRM
Is there a way to link previously signed contracts from Zoho Sign to our CRM? We hav the connection set up, but it only seems to link contract actually sent from the CRM, not the ones sent from Zoho Sign, and not the SignForms we created. Any help here
zoho campaigns api response error
Hi, I am trying to use the campaigns API to add a contact to a mailing list automatically when an user submits a form in my homepage. I get the following response on running the campaigns api <html><head><title>ZGS - Error report</title><style><!--H1 {font-family:Tahoma,Arial,sans-serif;color:white;background-color:#525D76;font-size:22px;} H2 {font-family:Tahoma,Arial,sans-serif;color:white;background-color:#525D76;font-size:16px;} H3 {font-family:Tahoma,Arial,sans-serif;color:white;background-color:#525D76;font-size:14px;}
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