Automated ordering of tickets, based on priority, in custom views in table mode
My client has several custom views, my client has 2 priorities. The client wants the custom views to automatically order the tickets based on priority whilst in table mode. The client doesn't want to use the modes: Countdown, priority, Status or Handshake
Notifications to Customer on Shipment
We currently use automated alerts to customers when an order is shipped. However, I have not found a way to successfully have these notifications work when part of an order is back ordered and only some of the products have shipped. Has anyone built notifications
Edit for the perma link in zoho creator
Through the publish function a customer is able to view the form through the perma link provided. Can this link or embedded code be edited in any way ?
Zoho Books: 2020 in Retrospect
View all the features we made during the last year in our What's New Timeline.
How to add current page URL as a hidden field in ZOHO Campaigns SignUp Form
Hello, I am trying to add current page URL as a hidden field in ZOHO Campaigns Sign Up Form. We have about 15 ebooks on our website, and I am wanting to have one ZOHO Campaigns list for "EBooks", and then segment the list into "Ebook 1" "E book 2" etc
Broken Credit Card Feed (Capital One)
The feed to my bank / credit card company hasn't synced since late December and has an error message that says "feed broken." I have tried (many, many times) to update my credentials, and I have quadruple-checked that they are the login credentials used
Getting records from a subform
Hello, i'm trying to fetch some data from a subform that holds information of asset lendings, the subform is located inside every lending register, and this registers are part of a custom module. The problem is getting the data from all registers from
How do you key in website as intangible assets? or expense?
Hi, Appreciate if someone can help me on this. Should website cost be an intangible asset or expense in a company and how do you record that? thanks
Tips & Tricks #15: How to Bulk-update Your Data in Zoho Subscriptions
If you've been looking for a way to update certain data in Zoho Subscriptions that's outdated or just needs to be changed in bulk, then this week's tip is for you. Also, be sure to check out last week's post about sending invoices to your subscribers
Importing Tickets to Zoho Desk from other portal with conversation and attachments
Hello, How can we import tickets from our old ticketing system with all replies to tickets and attachments? We found a article for importing initial tickets but there is not any details or any article exist from where we can undersatnd to importing replies and attachments to those tickets. Thank you, Prafull
CRM and Desk synchronisaton doesn't seem to work
Hello all, I am testing Zoho One for about a week and (as far a I know) I'd setup the CRM and Desk client/contact sync but for some reason it doesn't synchronise at all. I'd setup the sync from Zoho Desk via the marketplace where Zoho services can be
Totally New to Functions
Hello Community. I am entirly new to CRM deluge functions. Trying to learn, but also have my feet to the fire on a deadline. I need some help writing a custom function to update a "Account Country" field in the Cases Module based on the "Shipping Country"
Delete Rows from Spreadsheet that contain specific Column Text
Hi All, I simply want to delete any row in a spreadsheet that contains an identical column value. My spreadsheet contains >3000 rows so I am not going through each row to manualy delete. Kind Regards Colin
External editors for responsive templates
Hello, guys! Looking to create a good email template. Can anyone recommend good external visual editor that can be used to create and import email templates to Zoho Campaigns? I checked Beefree.io and it generally works but Zoho Campaigns dismiss the responsiveness: when I send the email from Beefree it is responsive, when I import the same HTML to Zoho Campaigns the email becomes non-responsive. Would be grateful for any help. Regards, Andrey
Auto submit a form?
We use a form as a GPS "locator", in that we capture the user's coordinates upon submission. At the moment, they have to click the Submit button to accomplish this. Is there any way to auto submit a form when visiting it?
Adding Notes and Documents for Boards
We are using Connect Boards a lot. I frequently want to enter notes and documents for a *specific* Board, but currently there is no Documents section in a Board. I would think this is a fairly common requirement. I am curious how Zoho handles this internally,
Share data for analytics purposes only
We have 10 users and would like to share data (contacts, leads) for analytics and reports purposes only. We want to be able to compare sales figures, current customer stats etc. I am able to achieve this in data administration by making the customer and
Zoho Bigin Deal to Excel
I have created a flow where whenever I create a deal, a row is added in an excel file. \ Problem A row gets added whenever I add a new deal. But, values are not updated. I mean a row is added with blank values.
Planning workflows with client
Hi all, I need to collaborate with the client on how they want workflows. (what needs approving; which email to send out after what duration of time and which function is triggered etc...) What tools do you use? We basically need an easy way for myself
Adding the user Manager and His manager to the Deal Function
Hello Zoho Team & Community: I need to write a function that brings the current user the deal owner "reporting line" i.e his manager and his manager manager and insert it into the Deal. I am assuming i would use the Get Users API or the Role API? Would
Using creator as a backend for a web application
Hello. I am considering the possibility of using a creator application as the backend for a (fairly) simple NodeJS web application. I've looked at the creator api and this seems like something that could be possible. Is anyone else using creator in this way? Does it work well for this?
zoho survey integration to google sheet
I originally intergrated zoho survey with google sheet on my old Google emai/drive account. I now have set up a new google drive for business, and want to integrate zoho survey to this business google drive (similar to my email account). Zoho keeps saving the sheet on the old google account (even if I select new sheet) How can I fix this?
Bank details - Feeds
The bank is no longer called. A message appears, but nothing happens.
C# SDK Complete example for linking contacts with account during CreateRecords
I want to import accounts and contacts and link them directly in one API-call. from my old CRM I get a collection of all accounts and contacts. The relation in my old CRM works with GUID and I know that ZOHO has another way for linking between this two
Summary report - Created Time Grouped by Month
Hi, I am trying to create a Summary report where the records are grouped by Created Time but by month. I seem to be able to group the field by month in Matrix but not summary reports. Could someone please point me in the right direction or help me find
Syntax to POST a MEDIA from Zoho CRM to Wordpress Media Libray (Zoho Deluge)
Hi, I try to post a picture from a product from Zoho CRM to Worpdress Media Library. This is what i'm doing but i have an error : Execution exception : 'Error due to - 'Internal Exception'' picture= ifnull(prodDetails.get("picture"),""); map = Map();
Find values in another sheet by column header
I import data from other spreadsheets and then process that data in a new sheet. The data comes in different formats every time, but the column headers are always the same. In other words, the columns are always in a different location, but the first
Feb 2021 month calendar mismatch the days and dates
Hi Zoho Team, Good day Hope Zoho team members are well and good Please find attached – Today I tried ti fill the time sheet for 01st Feb 2021, but it is showing some different date and day in the month wise format. Please rectify it. Thanks &
CRM - Astuce #2 : Créer un champ unique pour éviter les doublons
Bonjour à tous, Avec un CRM très participatif où de nombreuses personnes ont la possibilité de créer des contacts ou des actions, il est possible qu'il y est des doublons. Aussi, plus votre CRM va grandir, moins il sera possible de vérifier manuellement
How to let influencer track coupon performance
We issue unique coupon codes to our influencers for marketing purposes. Is there a way for the influencers to keep track of the coupon performance, or receive an automated email whenever the code is used? Thank you guys!
About linking the product info PDF to our website.
I wanted to know if there is a way to create a link from our website that would link to the product PDFs that are stored in the CRM. If this is possible, it would save us from adding the PDF to the actual website every time we make changes to the product.
Error: Invalid Ticket Id, zoho recruit.
Hi, I did generated auth token for an integration with zoho recruit by API. My code is fine, but I only receive "Invalid Ticket Id" as response. I changed the auth token some times, however the message still same. My code runs perfectly with another zoho recruit portal.
Não recebo email nas minhas contas
Não estou recebendo email nas minhas contas: bruno@maximoengconsultoria.com.br financeiro@ maximoengconsultoria.com.br comercial@maximoengconsultoria.com.br
Mail send so slowly?
I'm using .net core. It takes too long to send mail. What would be the reason. My server is Hentzer
Pagination in Transactions
When viewing transactions in Zoho Books the pagination at the foot of the page covers the final transaction in the list.
CRM Reference ID values missing from Zoho Books
Perhaps I'm missing something but there are no values showing for the CRM Reference ID value for contacts from Zoho Books. I verified the data source settings is retrieving this field from Books. We have sync between Zoho Books and CRM in place and I
File Transfer to remote computer.
When attempting file transfer to PC with a list of files selected, the message beside each file waiting to be sent just says “waiting”. I don’t see what I’m doin wrong. Any help appreciated. Thanks Bill
How do you add a Contact integration that is linked to the Account
On our booking form in creator we have an Account field where the user selects the account that this booking belongs to. How do I add a contact integration field that only shows contacts associated with that account?
I have multiple sites in my Google Analytics Account. How do I select one?
I have multiple websites listed in my google analytics account and I see them when I am in the Integrations page but I cannot select them.
How do you filter a report on zoho account id
I've added zoho CRM integration (Field name = Account) to our form, and it shows the account name on the field, and in the reports quite nicely. However, when I'm trying to make a page for that account I can't filter the reports on the Account field.
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