Populate a column with specific text based on numerical number in another column ?
Hi there , very new to ZA sop forgive me if this seems simple !? I have an imported table accounting entries with one column in the table being "Account Code" I have added a new column ("Account Group" which I would like to contain derived text (being
Banking Statements - Ability to Filter by Date Range
When categorizing transactions from the Bank or Credit Card statements it will be great to have a date filter to specify only to display records Until certain date. For example I am working on a statement for the month of November but during the last
Screen Share
I like that Cliq offers a screen share option, but I think you need to offer screen share that does not require audio/video. We have users that use desktop computers without any mic or camera and are unable to use the screen share option. Also, another nice-to-have feature would be the ability to control someone's PC through the screen share feature (similar to Zoho Assist).
Adding a new shipping address in an Estimate (Zoho finance)
HI, We are using the Zoho Finance module inside the CRM. Our sales are creating Estimates / Deals. However for an estimate, we need to add a new shipping address (as our contact wants to ship to another address as the one saved). In Zoho Finance it seems
How to clean up contacts
Hi, I noticed the other day a person I need to email often wasn't store in my contacts. Eventually I noticed I had reached the limit of 25,000 contacts! Obviously, I don't have 25,000 real contacts. I have been using internet email for... 30 years? When
Field value integration with CRM
Hi, I have a bit of a problem with the form to CRM integration. I have two forms which are integrated with the leads module. One form is English and the other is the same form in Dutch. Here is the problem: If one person fills in the gender field in
Deleting records from a blank subform
Welcome everybody, I have a form with two subforms: a blank form and an existing form. https://www.zoho.com/creator/newhelp/forms/fields/subform/understand.html Quote: ======================================================================== When you add a subform field to your form, you need to define if the subform is a: Blank Form: This option enables you to create a form within the main form such that, the subform's existence is inside the main form Existing Form: This option enables you to add
Send mail with multiple attachments through a list
Hello! I need to send emails attaching multiple files included in a list, as indicated here: The formats to attach multiple files: List of files file: <file_attachment_list> where, <file_attachment_list> is the LIST containing the attachments. How should
Create footer with page numbers in HTML View
I would like to ask you if you found any ways of how we can add footer with page numbers in HTML Views...What I want to do is when I press the print button then to create the pages with page 1/2, page 2/2 etc as a footer. Do @page and @media print work in Zoho? because I tried the following and it does not do anything @page :left { @bottom-left { content: counter(page); } }
Jobs not published and cannot republish Job into LinkedIn
Dear Support Team, We currently have 20 active jobs. We posted all of them on LinkedIn and only 4 of them is actually published on LinkedIn (i have no idea why it's not posted) I tried to re-publish the rest of them, but i couldn't find the LinkedIn
I am uploading images in my form. How do I display it in the sendmail?
I Have a form with and RTF, and a file upload field in order to upload an image and also a single entry field in order to stored the following on the submit button: a = "http://creatorexport.zoho.com/DownloadFile.do?" + input.Imagen + "&sharedBy=" + zoho.adminuser
Integration of Creator app with Zoho Inventory
Is it possible to integrate my Zoho inventory data (clients, sales orders, etc.) with a Creater app I developed?
View URL with OR condition
I am trying to create a URL string to be added to openURL() function. I have a view set up and I am trying to dynamically open the URL by providing two filter criteria. My problem is that my filter criteria require 'OR' option instead of 'AND'. I know that 'AND' option (& is used for AND as shown below) in such a scenario works and its syntax is below. What should be done if I want to use OR option? http://app.zohocreator.com/<app owner name>/<app name>/#Report:<report name>?<FieldName1>=<FieldName1
adding users and allowing access to crm
Hi, I'm very frustrated - I want to add users to my crm account and allow them access to all the records. its either impossible to do or very well hidden. i've invited users but they have to create their own account, which doesnt access the company
Can I get content with 204 on a search call
Hi, Is there a way I can get the searched content back in response body along with a 204 status? Thanks.
Can't Send or Receive Mail
Hi Zoho, I've set up my email account and domain. In my control panel my domain is ticked for all - verified, mx records, spf and dkim. I can't send or receive mail, I just get delivery failed error. User: 20073935849 Thank you.
Email Address Updated in CRM not updating in Contacts
If this was in another Topic, I apologize for the repeat. I am syncing contacts from the CRM to our Campaign account, and noticed when we are changing the email address in Zoho CRM, it is creating a duplicate contact in our Zoho Campaign account. Example: CRM Lead email address changed from rebecca@abc.com is changed to Sean@abc.com, will end up being 2 different contacts. Is there a way to have the email address deleted in Zoho Campaigns, if it was changed in the CRM?
Created an alternate site and now getting 404 error
Hello. I subscribed to the Pro plan and created a site. I then proceeded to forward the domain to point to it and that worked well. We then decided to revise the site so we started working on an alternate site -under the same zoho account. We we completed
Unable to add task lists
I am unable to add task lists from my task templates to projects. This is occurring in Zoho Projects 7. The add button keeps buffering after i click it.
Multilingual Feature : Why zoho always add automatically the language key at the end of a link?
Hi there ! I'm using the multilingual feature and we face a problem we can't fix : we are a french company so our main language is French. However, we do have our app in english. We link our users from our app to our KB in their app language (english
How do you push leads that were added to Marketing Hub to ZCRM?
Hello, Seems like a silly/simply questions but the sync seems to be specifically for importing leads from the CRM into Marketing Hub. If I add or collect leads directly on marketing hub, how do you send/sync these leads over to CRM without having to use
Search Contacts Records APi behaviour does not work the same than Deals ?!
Hi there, When i request the records from the 'Deals' module by the Search Api with following criteria "Account_name.name:equals:CustomerCompanyName", the api well returned the related records if there are. Fine ! But when i request same Api with the
Beta tester group
I'm a pretty annoying ZC user to be honest, I have waaaaay to many chat support tickets and I've been posting and suggesting complex feature requests. But that's because I LOVE ZC and really think the product is WORTH my time. I'm definitely NOT the only one. Users like us are valuable for a company because we're attentive to the product and to where its heading. We're invested enough that we are willing to spend time and effort helping out the employees making sure the product is living out to
Zoho Books - Zoho CRM Custom Field Sync
We use Zoho Books to send invoices through email to our customers. We have synced Zoho CRM and Zoho Books using the Account and their Contact Module Option. In Zoho CRM we have a custom picklist field for contacts named Anrede (German Salutation). We
Problems with decision
I have a stream where I receive a webhook. I take the result of this submission and set a variable. Then I want to make a decision based on that variable. But the result is just default, always. I don't know what I'm doing wrong. Foto 1 Foto 2 Foto 3
Report Issues
Please provide UI for -sorting reports by name -last modded -name of editor -last run -edit name (w/out opening entire report) -edit description (w/out opening entire report) dgdlux
Zoho Desk Community Digest - November 2020
Marketplace Updates Building Extensions #5: Configuration setup while building extensions - Part 1 Building Extensions #6: Configuration setup while building extensions - Part 2 Building Extensions #7: Configuration setup while building extensions -
Zoho Analytics connector to Zoho Books - Create Invoices from Data in Analytics
I have created a View in Zoho Analytics that is a summary of "Previous Month" support Hours by "Account Name" - I want to ingest this data into Zoho Books and produce a single invoice for each "Account Name" with each unique TicketID (ROW) as an item
This application is not accessible. Sorry "Username", you are not allowed to access feedback. Please contact this application's administrator.
I am the administration and i can't even access the form or the report. That happened after i published the form. This message appears: This application is not accessible. Sorry ramialjildeh, you are not allowed to access feedback. Please contact this application's administrator. What shall i do? This is very important and i use it for a big audience!!
Zoho Workflow Automation Stopped Working (Sudden)
My team and I are currently facing this issue. As the title suggests, it happened over night. The workflow rules dictates the automation to send an email when a status has been changed to a specific one. In this case, 'from any status' to 'Hired'. However
Passing signature fields from Creator to Writer via deluge merge script
Hi all, I am having issues passing am from a creator signature field to a zoho writer document via a deluge merge script. My hope is to email to final result to a customer. Attachments - Deluge Script 1 to 3 is the deluge script in creator. Write Doc
Update Profile Email Preference Error
When clicking on the update profile and then the email preference, we are getting an error page that says the below. Can you help me understand what changes we need to make? I've included the error as well as the url to the page we are getting this.
Annoying misbehaviour of the web email client
Hello there, I like Zoho a lot but I have to say that the web email client (the main one, a part of the Workplace) is misbehaving badly over these last few weeks. I have problems such as: Email marked as read isn't marked as read until the next hard refresh
Fields not mapping from Contacts -> Deals
Fields are not mapping from Leads/Contacts/Accounts to Deals when they are created. I have setup the address fields to map across leads/accounts/contacts/deals. When a new deal is created it never brings in the company address info, so it has to be reentered
ZOH CRM - Pick list field to load specific choices based on choice of another Pick list
Hello: Is there anyway to have a pick list field load specific values based on the choice of another field? For example, a pick list Field: Toy Products Electronics If the the user chooses Toy products The below pick list field will show only a set of
Is there a way to restrict external users from seeing what other external users have uploaded?
We have a situation where we would like for our clients(external users) to be able to upload their files with secure information to an upload folder. In our situation there are too many clients (600+) for us to create an individual link for each client.
Insertar botón personalizado o Hiperlink en mi formulario
Saludos. Estoy creando un formulario de verificación de afiliados utilizando la integración con Zoho CRM. En el proceso, si el afiliado de encuentra en nuestra base de datos, el flujo continua, pero en caso de no estar es requerido incluirlo, de alli
Does Zoho Campaigns Support Emojis In Subject Lines?
If so how do you add them?
Google Analytics not integrating with Page Sense
Hi, I am trying to integrate PageSense with Google Analytics, according to the docs there should be a box where I can input a Google Analytics tracking code but so far none has appeared.
Windows defender in Edge on Linux showing Zoho Writer and Zoho Writer demo as unsafe and are blocking the sites
You may want to report to Microsoft that these sites are safe. The Zoho sites work as expected in every other browser.
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