Auto create ticket in zoho desk when a field is updated in zoho CRM
I want to create a service desk ticket when two fields in a customer record are set to a specific variable. Currently I can do this with a workflow in CRM which triggers an email to zoho desk and creates a ticket. The problem is that contact details
MS Outlook Add-In for Zoho CRM: Can't Download
We've been using the older, 32-bit version of the Outlook plug-in for the past few years. I wanted to download and test the new MS Outlook Add-in for Zoho CRM, but every time I attempt to download the app from the Office App store, which takes me to Microsoft
Tips and Tricks #42: Embed Twitter feed into Show to reveal your social media presence
Hi All! You can embed Twitter feeds into a presentation when you want to exhibit your interaction and engagement with potential customers on Twitter. This will help make a good impression of your brand in the minds of your audience and encourage them
Merge combined documents not working since 2 days back
Hello. We have been working with Zoho forms for a year now. Every form entry generates a pdf documents via Zoho writer templates using the option combined document (merge). Since 2 days ago all the pdf generated by the system do not show the fields correctly.
Zoho CRM Plugin no longer appears in Outlook
I installed the Outlook Plug-In a while back but disabled it because the pop-up window was a bit slow (I now know I could have disabled it but I didn;t know that now). My problem is that I can't re-activate it. And I apologise at the outset - this is
Pivot Table
Is it possible to create a running total in pivot table in percentage(%)?
Why am I getting this error message? " The CrmAccount already has a client . You cannot associate a B2C contact to it"
I am unable to "Associate Project" to a created Deal. This is the error message I keep being given without any explanation as to what the problem is in terms I actually understand. I have a few that have worked but they seem to have the same settings
Help me write a script to email all my entries in ZOHO CREATOR
HI, I think it's a simple thing to do.. but can someone show me how to email all my entries. What email does it come from? Will I have to have an email from Zoho or can I type in my own from who they see who it's sent from? Please help. I am a detail person so please write out as many steps as possible even from starting on the homepage. Thanks!
The CRM sales orders are not synchronized with the Books
Hi, We have a problem, the CRM sales orders are not synchronized with the Books sales orders and we need them. What could be the problem? We have synchronized all these orders between within the CRM and the CRM does not send the sales orders to Books:
Updating Accounts Module with Custom Module address
Hi there, We are currently using ZOHO Finance Estimates to quote our customers and we have run into an issue with addresses. As our Sales Team only use CRM rather than Books they cannot add addresses, so they have to wait until I can change the address in Books. We currently have a Custom Module which we use to store information on specific Branches of an Organisation. Is there a way we can have the Branches addresses replicate across to the Accounts? I have tried playing with Custom Functions and
Finding a Zoho developer
How do you find a good Zoho developer to help customize things for a business?
Send automatic emails to customers as reminders
can you help me, I want to send email as a reminder to customer, the reminder is given 3 times, the first reminder if within 24 hours the email doesn't respond then the email is automatically given, the second reminder is given within 48 hours if it doesn't
Workflow - Select Tickets Flagged as SPAM
We have a known number of distributors who submit purchase orders and technical support requests to Desk. In almost all those cases, the Account field is completed (synced with CRM) Regularly, we end up with valid tickets marked as SPAM and unless someone
Workflow update
What happens if a workflow in CRM is being updated ... will the be the series of actions/Mails assiciated to a lead be interrupted? I have addes a few more steps and it seems, they have not been executed ..
Updating selected values of a multi select field via Deluge
Hello, I have a form with a multi select field with a couple of options. My form already has a few thousand entries, and now I need to add and select a third option for that multi select field. This is the code I'm trying to use: //Fetching all records of the form Nueva_venta todas = Nueva_venta[ID != 0]; //Go through each record and select the new option for each entry in todas { entry.Acceso.select ("operaciones@simstore.ec"); } The error I get is: 'Acceso' does not exist in this form I was also
Show In-Session Meetings
It would be really helpful to see which of "My Meetings" are currently in session. There isn't any way as an admin to verify that someone has started their meeting. Even after the fact I cannot find any way to verify that a meeting was started other than
Australian address autocomplete
Address autocompletion is a popular feature on many websites that helps users correctly input a valid address. Here is a link to the vendor's website with a demo of the functionality. https://addressfinder.com.au/ They have extensive documentation and
Complete a number of forms offline and then upload them afterwards
Does anyone know of a way to complete records offline and then add them to your creator database afterwards? Could it be done through an external application? Any help/suggestions with this would be greatly appreciated. Thanks, Eamonn
Zoho forms - font issues
In Zoho forms, the Themes option lets you pick and adjust the font sizes for the various fields. It seems there is an issues with fonts in the description fields. When you change all the settings in themes for the fields to the same font (e.g. Ariel
Name of the uploaded file in Zoho Forms
I noticed that when I upload a file in Zoho forms, it changes the name of it FROM "name file john.pdf" TO "name_file_john.pdf" adding underscores. Is there a way to avoid it? Tks!
Onboarding
HI We are a recruitment agency and curretly using Zoho Recruit to manage our candidates and clients and loving it, However we are always looking to improve our candidates journey and wondering could Cliq be used to walk candidates through the process
How to Configure push notifications
Hi Community I am trying to Configure Push Notification in creator but the documentation does'nt help me to navigate through the process. Can anyone help!
A credit card whose transactions don't fit Zoho import options
Hi, I have a credit card (from Goldman Sachs). The downloaded transactions don't fit the three options I am given for import. Here is an example of a Payment and a Purchase from the transactions I get: Transaction Date Clearing Date Description Merchant
Zero value line items in banking feed
Good day, I am categorising items in our banking feeds and numerous charges are reflected as zero-value e.g. there will be a notification fee line item but the actual charge is zero. How do I categorise this? Please help.
Sort sub-form fields in report
Hi, I have a form which contains a sub-form as well as lots of other fields. One of the fields of the sub-form is a date field. I want to be able to create a list report from this form which puts each entry in date order. I can see how to sort the data
Search Doesn't Use Custom Fields
The search function in Projects excludes any data stored in Custom fields in the projects. This seems like an unnecessary limitation and would be great if it was upgraded.
SalesIQ- Creator integration
When you guys provides the SalesIQ- Creator integration?
Plaid instant verification for Stripe ACH
Hello I'm setting up plaid and noticed that in order to use ACH I have to migrate from development over to production. I under stand production has 2 options the 500 a month plan and pay as you go plan. Will I incur any fees or extra costs with the pay
How to filter a multi-select based on the value of another field?
I know from lots of reading that this is a well-tread topic. I've got a decent solution in a stand-alone Creator app, and would still prefer to implement without recourse to Creator or a rather more complex round of coding within CRM. So, one more time,
GST applied on Bills- non percentage basis
Hi, I sometimes receive bills which have multiple line items (100s of lines) and input GST is charged on various items at multiple rates (some items may be zero rated, others exempt and remaining standard rated). As it is not viable to enter all the line
Zoho forward email filter.
Hi All, I am having a problem with the filter to forward specific emails to an email address with a attachment. I have set an incoming email filter were the subject is invoice, from the email supplier and to my email address, and has an attachment, the other condition is to forward these emails, and to tag them as forwarded so i know it has been completed. All that the filter is doing is tagging the email as forwarded but it is not forwarding them to the email address?, and i have no idea why its
I need to recover deleted spam
Hi I think an important document has been deleted from my Spam folder from April Can it be recovered? Thanks!
Unsure how to sync Microsoft Dynamics 365 Marketing Lists to Zoho Lists
I'm trying to setup a sync between Microsoft Dynamics 365 Marketing lists and the Zoho Marketing Lists. The problem is that Zoho only allows me to pull from either Contacts, Accounts, Leads or Opportunities. There's an option for "Custom Module" but I
New Features rolled out on Feb 18, 2021
Revamped Manage Users User Interface We have revamped the Manage Users interface in both account and workspace level for an enhanced user experience. Now you can easily manage your users without a hassle. Click here to learn more. New Module Supported
Bug between Zoho Analytics and Zoho Projects - Duration shows in days in Analytics and Hours in Projects
Is anyone else seeing that Zoho Analytics does not accurately show the budgeted hours for projects. It is changing everything days and setting the duration field (which I believe is related to "Work Hours" in Zoho Projects to "1" for everything. Here
Tip of the Week - Cross-Functional Analytics with Popular Business Applications/Data Sources
Do you have data across multiple data sources? Thinking of ways to combine and analyze this data in a holistic view? Why ponder so much when there is Zoho Analytics. With Zoho Analytics, you can integrate and perform cross-functional analytics with most
Exported data should be in multiple Currency
We have two Zoho book instances one is .in & the second one is the .com domain. each instance has multiple currencies. base currency is INR & AED so what we need here, whenever we export this diff instance expense report we need total should be in INR
PAGAMENTO
Bom dia! Fui Assaltado durante essa semana e meus cartões foram bloqueados. Creio q os novos não cegarão a tempo de concluir o pagamento do meu plano Zoho de fevereiro. Como faço para efetuar esse pagamento por outro meio de cobrança? Grato, Remi
OAuth refresh token quit working
I went through the process of getting an access token and a refresh token. It was working for several days, but now I'm getting the following returned to me: {"error":"invalid_code"} When I try to make this call: https://accounts.zoho.com/oauth/v2/token?refresh_token=REDACTED&client_id=REDACTED&client_secret=REDACTED&redirect_uri=REDACTED&grant_type=refresh_token I've redacted any sensitive information in the URL above. I could probably just generate new tokens, but trying to automate clicking
Billable Expense Reimbursement
I am evaluating Zoho books and I have a concern with the expense section. Typically our employees put expenses on their personal credit cards. These expenses are typically billed to an end customer. We also need to count these expenses as "cost of
Next Page