Filter the departments that a user of the help center view
Hi team, Imagine a department on Desk fot internal company requests (other companies of the same group, tecnical questions...). If we allow the help center for that kind of requests, the final users, the real clients can see it too. Can be possible
Zoho Forms Background
Can i change the background for each page in the form?
How to generate OAuth Token for Razor Pay to integrate with Zoho Forms
Hi I want to integrate Zoho Forms with Razor Pay but to Authenticate it requires OAuth Token. How can we Attain OAuth Name ?
Creating Custom Button to Create a Note on Lead
I am using a Custom Button to create a note on a lead. I want the user who clicks the button to be the "Created By" on the Note. This is not working. No matter who clicks the button, It shows my ID and name. Here is the original code: desc = "Outreach
Video tip 02: Customize your feedback and evaluation forms in Zoho ShowTime
Hello everyone, Here's a new video tip for all our ShowTime users. Today we will learn few quick, effective ways to evaluate your participants and assess your trainings conducted on Showtime, like MCQs (multiple choice questions), text-boxes, and ratings scale. Watch the below video to learn how these assessment systems help you effectively evaluate course-related knowledge and skills of your trainees on a regular basis. Follow this page to learn more such tips and stay updated on all the
Intelligent Triggers customaction not working
I am having difficulties setting up customactions within our website. First question: What is the amount time it takes for a setting change to be applied? I have noticed that when disabling a rule the change won't become active for a period of time. This
Ability for participants to see each other?
Does Showtime offer the ability for participants to see each other? What about the presenter seeing all of the participants? Currently, we use Zoom for all training because the presenter can see attendees and interact with them. I'm not sure if Showtime allows that or not?
Private Threads/conversations within a ticket
We often have to contact multiple people within other departments in our company to answer our customers enquiries. Is there a way to make these private communications NOT visible to our customer on their Help Centre portal? To confirm it is when you
mobile app leads sorting problem
I set leads sorting to be in descending order by create date but it looks like the setting is simply ignored. I tried both on iPhone and Android.
Why had a topic I was previously following now disappeared?
https://help.zoho.com/portal/en/community/topic/custom-function-12-add-pre-defined-notes-to-records-in-a-click This was there just two days ago and now it seems to be gone. Ishwarya SG was kind enough to help me with some code and now I can't get back
Introducing Motivator for Zoho CRM: CRM adoption via fun sales
Sales people are competitive by nature but data entry makes selling monotonous. Sales reps end up working mostly offline and wait for the routine report to feed that ambitious spirit. A CRM isn't just a sales lodger or an exaggerated notebook; a CRM
Switch/upgrade your telephony extension
Important notice regarding your telephony extension For quality and security reasons, we began upgrading all our telephony extensions to their latest versions in July 2019. We then further deprecated the support functions for older versions of the below-listed
two subforms of the same form - possible?
I have Purchase form which has a Purchase-Item subform. after the purchase Is made, the manufacturing process begins and i subtract from stock the needed items to make the desired purchase item. to keep track of the stock movement, i create on validation a purchase item of the needed component where i record a timestamp and the stock level at that point. this way, the report showing Purchase-Items can show me stock movement of different items over time. i would like to connect the needed component
Recent updates in record sharing, custom views, portals, and more.
Hello everyone, Some recent updates that were released in the month of January and February are as follows: Sharing records from private or public read only modules with all users Earlier, users were restricted from sharing records from 'Private' or 'Public
Run the same workflow several times for the same contact
I would like to create a workflow that is executed every time a contact is subscribed to a list or every time a TAG is applied to him. For example: workflow starts when a contact enters the AAA list or when the XXX tag is applied to a contact. A contact
Xero to Zoho API
I recently integrated a Xero account with over 15,000 invoices from Trade Gecko. Eventually we will move them to Zoho Inventory. The client needed rich reporting based on approx 300 products. The challenge was Xero had 100,000 products, as Trade Gecko allowed them to change their product names, SKU's were not unique (historical issue) etc. As you can image it was a migration challenge. We couldn't use an off the shelf API, as they would have created many duplication issues from Clients to
Data not appearing in CRM & CRM data not showing in Sales IQ
Hi, I'm using Zoho One so have access to paid verison of both Sales IQ and CRM. I send email to individuals via CRM. The emails I send i thought would track these leads with Sales IQ. I.E I email Joe Blogs from zoho crm. Joe Blogs opens the email and clicks link to visit my website. From CRM i know Joe Blogs opened the email. I get notified. Of all the people I email I know some of them visit the website. I would expect Joe Blogs name to appear not in Zoho Sales IQ. It does not. It appears
Xero Integration using Zoho Creator
Hi, We have a basic application in Zoho creator that tracks our clients and workload. We have a form that tracks the work and when the task is set to complete we want to automate the process of the invoice information being sent to our Xero. Any suggestions of the best applications that could link Zoho creator to Xero and perform this function? I have looked at Zapier, if anyone has feedback on that? Thanks
Enable Incoming: "Operation permitted for paid user(s) only."
Hi, One of our user had accidentally disabled the "incoming enabled", then we can't get it enabled again. when clicking on grey icon checkbox "Incoming disabled" for following email accounts. "Operation permitted for paid user(s) only." Could you please have a look to enable this account? marcos at potencia.net.br Thanks.
Workdrive External File Share - Not Working
Whether sharing a single file or a folder using Workdrive External Link sharing, we are getting errors trying to retrieve the file/folders. Tried on Chrome, Firefox and Edge, same results for each. Tried copy/paste link, open from external email, same
Cuentas de correo
Quiero poder abrir dos o más cuentas de correo Zoho, sin tener que cerrar la que tengo en uso
Since Cliq app update- no longer syncing
My clip app on my iPhone 11 updated this past Saturday (Jan 30, 2021) and hasn’t been able to sync any new messages since. The messages are there on my desktop, but when it tries to sync messages, the app crashes or freezes up.
Using notes in a mail merge report
I'm creating a mail merge report in Zoho Writer for Potentials. I have already seen how I can include related records and their fields, such as contacts appearing in the contact role related list. However, in the available related lists to pick fields
Random Number Generator
I would like to create a "Magic 8 Ball" type script where a person enters a questions and then a script generates a random number then pulls that numbered from a database. i looked through the documentation but it didn't cover anything like this.
Is there a way to log working from home hours?
Is there a way for us to set the attendance record so users can log which hours are worked from home and which hours are in office?
Spaces in Invoked URLs
We have a custom button that invokes a URL that includes the Account Name as a merge tag. If that account name contains a space, it is being passed through as a `+` symbol instead of the standard `%20` - is there somewhere I can change this?
Books API [Create Invoice 1038 error]
Hi, I have an issue with creating my invoice, and keep getting this error "message":"JSON is not well formed". What is wrong with my JSON string? '{"notes": "Thanks for your business.", "discount": , "discount_type": "entity_level", "is_inclusive_tax":
Need an sample coding for Custom action buttons for view record-summary view (template)
Pls, add "Custom action buttons" in record-summary View (which are specified for this View)
Workflow Trigger - Create - Stopped working for converted Accounts
Hi, i just noticed that a workflow that was set to trigger on Create for accounts lately stopped working for accounts that were created through Lead conversion. The last time it did work was on December 14. The next time we had an account created through
8x8 voip api for zoho
Would like to talk with a developer about an API or CTI connector that would allow for click to dial functionality and screen pop for Zoho with the 8x8 Inc. Virtual PBX VOIP phones. Budget : per hour for -Select-/week [-Select-] To leave a private message, please click the link for private response in post Action section.
Can you change position of the ASAP widget?
Hello I'm wondering if it's possible to change the precise location of the ASAP widget? Currently it is only possible to anchor it to bottom left or bottom right. We would however need to specify the location of the widget (in our case, we need it "bottom
Assigning users to all projects from a specific group
Hi all! We really need to have a possibility to assign all projects from a specific group to users. With the current design, we can't manage our projects properly - we have around 10 departments working on projects and they are grouped into 8 groups. We have around 600 active projects so it's more or less 75 projects per group. Very often we face scenarios like these: new employee joins our team and we need to assign to him projects from 1-3 particular groups (depending on his designation) one of
What's New in Zoho Subscriptions - December 2020
Hello everyone, We've added new features that your customers will love! This month's updates are centered around increasing the convenience factor for your customers whenever they interact with Zoho Subscriptions. Here's what's new: Zoho SalesIQ Integration
purchase of additional memory for the user
Hello, can you please tell me if it is possible to buy an additional 25 GB for mail for 1 person without increasing the tariff plan, in my organization only 1 person does not have enough space in the mail, how can I buy an increase in volume for 1 person
Can't add new user even if I have bought 5 units and extra
Hello, As I mentioned in the title, i i have bought extra 5 units of email lite to have in total 10 (5 free and 5 that i have paid) but unfortunately I keep receiving the error that I have reached the max user limit when i try to add new mail
Cliq: reply to a comment on iPad
I have been using Cliq on my iPad for over a year. Something has changed as I now cannot reply to a comment. Previously I could press and hold the comment, or drag slightly to the left, and I would then have the option to reply. How do I reply now?
Associating Project Templates with Layouts - Doesn't seem to be an option
The goal here is to create projects and then assign project templates to them after they are created. this used to be possible by associating a Layout with a Project Template to then pull the template (milestones, task lists, tasks) into these projects
Trying to configure a creator app in the CRM gives me a refused to connect error
I'm trying to configure our app in the CRM to change the way it's displayed. however I keep getting this error. What do I need to do to solve this?
problems with e-mail
Greetings,
Lastly, I am having problems receiving emails from my zoho account, I can send normally.
the account is in general@automotor.co.ao I checked some MX settings and apparently it's okay
View Last Activity Time on Individual Records
How can I display the `Last Activity Time` on individual records? I see it in list view, but not record view. We need to display this for our Salespeople to easily identify the last time an account was contacted or a note was created.
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