From email address in sendmail - Custom Function - Zoho CRM
Hi, Using SendMail in a custom function in Zoho CRM, we want to configure the From attribute to a specific user instead of zoho.adminuserid or zoho.loginuserid. Additionally, when someone receives an email sent with From attribute set as zoho.adminuserid
Multiple criteria in URL for filtering report
I'm trying to use a panel in a page to create a click through action to a filtered report. I can get the filter to work as long as it is one critera and it's an equals. This works https://creatorapp.zoho.eu/OWNERID/APPNAME/#Report:documents_report?documents_status=Testing/Quality%20Assurance
woocommerce integration
Woocommerce is exploding in popularity as a Wordpress based ecommerce system. Several Zoho Books competitors have created Woocommerce integrations. Freshbooks Xero Quickbooks Quickbooks POS It would be awesome if Zoho Books had a similar integration. It appears each of those competitors created and supplied their own integration to Woocommerce. Zoho CRM + Books + Creator and Woocommerce are becoming the center of my business. It would save me a lot of time if they played well together.
Have customer notes show up when creating invoice
Hi, I would like to request a feature. When creating a new invoice and selecting the customer, if would be very helpful if the customer notes would show up somewhere on the screen. This way, things like 'Please use this hourly rate for this customer' or 'Please send invoice to both contacts' etc. could be added. Currently, the customer notes are not very useful as you can only see them when viewing the customer page directly. Subsequently there is no way to add specific instructions for each customer
Links to forms alerts browsers and firewalls to users
Hello We are using zoho forms and share forms we the shorten URL option. We send the url directly in body of emails and we embed it our site. Some of our users complain that they get a warning alerts from there browsers/mobile phone service, to not enter
Asking user if they want to submit due to duplicate entry
Hey all, In my application, I would like to prompt the user with a question asking whether they would like to submit an entry that has duplicates in certain fields on submit. If they still want to submit it, they can and if they don't, they can cancel
What is the size of the banner when creating zoho forms?
What is the size of the banner when creating zoho forms?
AADST90015 when trying to sign into Zoho CRM on iOS
We use AAD for SSO and we're experiencing an issue where only our staff using iOS cannot access the CRM app with their work Microsoft accounts. They see the error "AADST90015: Requested query string is too long." Saw some stuff about Cliq, but Cliq works
Is Zia voice implemented on a desktop browser? If so, where the heck is it?
Is Zia voice implemented on desktop browser? If so, where the heck is it?
Hard Bounce Email List
Not sure who else agrees but it would be great if I can generate a list of contacts with email addresses getting a hard bounce. I can see a warning symbol beside emails indicating that its bouncing in the specific contacts info page but, it would be great if I could generate a list of all contacts with those warnings. I could then use this list to try and correct that bad emails. Just a thought...
Do tags perform a function for private tasks?
I can assign them, but unlike boards, don’t see any way to use them. Is there? Thanks!
article group, category, product group
With the data migration, another question arises that cannot be fully answered even by trial and error. Product categories (in our ERP system "product groups") As "usual" in some places in Zoho, there are several ways to depict the same thing. But what
Need someone to train me in Deluge
Dear developer community, I'm a Zoho partner from Croatia and am interested in learning Deluge. At the moment I have really basic Deluge knowledge gained through self-learning. Zoho training team doesn't offer online training in Deluge at the moment. The only option they have are on-site trainings which don't happen very often and are never held in my country (which means extra travel cost for me). If you provide 1-on-1 Deluge training online please feel free to reach out to me. I'd be happy to discuss
LET, IMAGE, and two other functions to make things simpler
Zoho Sheet supports more than 400 functions to help you perform mathematical, financial, and other analytical operations. Now, we're adding four new functions to help you build spreadsheets that are more self-explanatory, more reliable, and most importantly,
Can't enable IMAP protocol
Hi, i trying enable IMAP for my account, but when i click on "IMAP Access" in control panel, it tells me "You are not allowed to access this option. Access permitted for paid user(s) only". I doing this from my Superadmin account.
Keep your insights in sight, with Radar.
In customer service, what makes you exceptional is how you handle the exceptions—those requests that don't easily fit into pre-defined boxes. But how can you proactively catch those exceptions when you're away from your desk? Introducing Radar - a highly-customizable
Zoho Desk Blueprint
What are the limitation of Blueprints in zoho Desk?
German translation incomplete
Hello, I have noted that the German translation for Mail and Streams (online and mobile app also) is partly incomplete, missing or wrong. Is there a way to help you to improve? I'd love to help myself and others in correcting those things.
How do I use a Page Parameter with a Chart or Panel?
I am trying to feed in a page parameter to a panel's record criteria. I used ${page_parameter_name} in the criteria field, which doesn't work. Will I have to use a ZML snippet to achieve this? criteria='(((Confirmed == "$(confirmed}")))' What
Addition of Community to Zoho Help c
I am unable to setup community within our desk. I have been through all the available series and have not been able to find the problem. Our main priority was setting up the announcement widget but I cannot do that as our community page isn't setup. Help
Zoho Outage
Hi, I recently could'nt access Desk for a limited time and was just redirected to a page to enter a support request. Could I have more info on the outage so we can log it. Thanks
Auto formatting of the content_url
I'm currently using the API to create campaigns with the /api/v1.1/createCampaign endpoint. As requested, I'm providing a content_url that contains the full HTML code of my email. It is fully responsive, working, and designed to receive some Ads. I was
Where are my emails being stored?
Hello, I appreciate and thank you already for viewing my post, and hopefully answering my question. I am using Zoho CRM to email clients. We have some great html templates made, ready to be sent out. I am looking to add the "Having Trouble Viewing This
How to use vba to import external data in which the link change everyday in the spreadsheet?
In the introduction of the vba page https://vbmacros.wiki.zoho.com/Welcome.html, there is an example stated: fetching live stock data from an external website -> populate the data to a cell range -> format the data in an aesthetic way -> and, repeat these tasks daily in a scheduled manner). I wonder how to do this. As I want to fetch about 100 stock price from yahoo. I can get the stock price by the add query in Excel then I can also delete the connection to make the spreadsheet faster. However,
Adding guests in Zoho Bigin
Hi All, I wanted to check if it's possible to add guests in Zoho Bigin? Or if it only supports full users? Thanks! James.
Integrating Bigin with Clubhouse
I need a trigger when moving a deal card into a specific new stage in the pipeline that will generate a response/new card in Clubhouse. I have emailed support but not heard back. Does anyone know if this is a possible, or if it has an easy fix at all
How to format links in reports to be clickable URLs
Prior C5 upgrade when I was using single line field it would display links as a clickable URLs in reports. After upgrade those links are no longer clickable. I am also aware there is Url field type, but I don't want to migrate all my fields to new type,
Unable to Check in / out via API
We've been using the API to check in and out successfully using our in house system for several weeks, until this morning, and I now get a completely different response message when I make the API call (to https://people.zoho.com/people/api/attendance)
Organization Member Invite Error
Hello I am trying to invite a admin member to my origination in Zoho Flow. When the member receives the invite via email and clicks on the "Accept Invitation" button they are taken to a page that says "Error: Could not add user," an image of the error
Urgently!!!: Service Unavailable
Good Morning when i try configured my email info@grouptravel.com in POP service i recived the message: Service Unavailable Plese help me Rgds
Workflow Rules On Linking Objects
The linking object is very useful but is very limited in what you can do on the module, I would like to see the ability to run workflow rules on Linking Modules as my users currently have to press buttons to run any custom functions.
File doesn't read workdrive truesync storage
Hi Zoho, some file we can't open workdrive truesync but same file are open in cloud , I share in screenshot which in show error . Please help me about this issue .. Thanks
How to make an accumulated sum?
Hi, can anyone help me on this? I need to make report with a column with a running balance for the data: DATE NAME AMOUNT RUNNING BALANCE (accumulated sum) 01/01/10 alksdjfañlskf $30.00 $30.00
Client Margin an Ticket Report
How do I create a Report that can be filtered by dates and shows: Client Q of invoices Total Sales $ Average invoice sale $ Total Profit $ Margin %
ZUG Virtual Zoho One Meetups - February 2021
We have opened up registrations for the Virtual ZUG Meetups for February 2021. In these meetups, our Zoho experts will discuss basics of Zoho One - an overview of the unified One console, an outline on custom fields, tabs and more. Here are the details
Custom function for Zoho Books processes
We need a function wherein if any changes are made to the Invoices, Payments, or Credit notes, respectively of a particular customer, a trigger is given to get the total Invoice/payment/credit note amount. Trigger on: 1. Invoice add or edit 2. Payment
Moving a subform lookup to another subform lookup
Hello, i need help to pull data from one field into another. Module - opportunity 1.So in example below - attached = Pull data from - Builds subform - if Quote/Estimate/Invoice check box is checked (add to) or unchecked (Remove from) the products
Display 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.
Zoho CRM field gives anyone access to other records!?
Hi Within CRM Id like to send a mass email to my contacts which contains a link to my Form which is prepopulated with their specific details. If I Insert Form within my CRM email this works fine. BUT I can only do this for one email at a time. If I include
QR Code used to point to a Deal/Potential
Guys, I want to be able to use the QR Code on a mail merge document that ive created. This document is basically a "job sheet" that my service guys take with them to jobs. If they want any more information it would be cool to get their phones and scan
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