Lookup displays as field ID rather than contents
I know I've come across this before, but can't remember for the life of me. The add record code I have is this; Where Users is a lookup field (basically a form that contains a list of staff). The line that starts "Description=" produces this; whereas
How to add new mail account on second custom domain?
How do I add a email account on a second hosted domain (not the primary domain)? So if the primary domain is: xxxxxx.com and the secondary domain is yyyyyyy.com how do I add info@yyyyyyy.com? SEO Marketing
Blueprint feature request: 1- Let layout rules hide fields, 2- Be able to have two transitions with same start and end state
Hi, I have 2 features that wuold greatly increase the flexibility of blueprint for managing conditions on different processes. 1- Let layout rules hide requested fields In Blueprint, when you prompt the user for field inputs, the fields are mandatory
Accounting question regarding payment for a billable expense
Hello, Where is the income for billable expenses that have been paid by the client's customers posted? My client bills his clients for expenses and has received payment; however, when I run a P&L I don't see the income for these expenses in the income section.
Is it possible to differentiate between monthly charges and one-time charges?
Hello. I would like to know if s it possible to differentiate between recurring charges and one-time charges at at pricing table and sales order's list of products? We have the products and de services, so we have different ways of charge. I need to
Conditional Alert Message If Another Form Populated
Hi community, I'm building an application that has a "Settings" form. The settings form will provide logic to other forms throughout the application. When a user opens another form in the app, On Load, I want the application to check whether the Settings
It's time to evolve: Upgrading to Zoho Creator 5
Dear App Creators, With our commitment to continually refining and improving our user experience, we're gearing up to upgrade all accounts to Creator 5 on (UPDATED) from December 1st, 2020 , in phases . In other words, from this date forward, all your
ZCRMRestClient could not be found
Hello, I would like to use Zoho on my Blazor app but even after adding the package, I could not use it with this error The type or namespace name 'ZCRMRestClient' could not be found (are you missing a using directive) The name ZCRMSDKClient does not exist
Custom SMTP Settings
In the admin's account settings, provide a way to enable custom SMTP settings so that any sendmail script will route thru another SMTP server rather than ZOHO's. Example: Amazon SES now offers sending mail via SMTP (as well as an API). The typical settings for their SMTP server are as follows: Server Name: email-smtp.us-east-1.amazonaws.com Port: 25, 465 or 587 Use Transport Layer Security (TLS): Yes SMTP user name: XRASRT565FGR8909 SMTP password: XRASRT565FGR8909XRASRT565FGR8909 I'm not sure if
Zoho People Newsletter - December 2020
Hello Everyone, Zoho People's December Newsletter is out now! Check out the newsletter to know all about our newest features, upcoming features, informative webinars, insightful articles and many more! You can access our newsletter here. Happy Decem
Custom button message response - how to have carriage return - new line.
Simple question...I have a Custom button I have added to a module. I am returning a message via the return statement. What do I add to the return string to break it up into multiple lines. EG: sResult = "Line1" + "Line2" + "Line3"; return sResult; How do I change the first statement so that the message reads... Line1 Line2 Line3 instead of Line1Line2Line3
Desk to Cliq > remote assist link
HI is there a way to integrate desk to cliq so that when I start up a remote support session, instead of sending out an email, I can send the link to my cliq users?
Custom Filter for Tickets Due Today
I'm trying to create a filter that would only display the tickets that are due today and nothing else, but I can't seem to do it. There's nothing like: "Due Date" + "is" + "today" Any other ways to achieve this?
Getting alerted way too often. What are we doing wrong?
We’ve created a workflow alert to notify us when a certain kind of ticket is created, so we jump on it immediately. But the workflow rule associated with that alert executes every hour, which is not the frequency we require. Is there a way to change how
Display referenced and mentioned community topics similar gitlab or github issues
We'd like to have facility for link community topics even under discussion, idea, question or under other department, category topic with certain topic status That definitely helpful for users to reference other people's topics, or company responses, implementation details, suggested development details, announcements and more. Also helpful to avoid duplicate topics and keep those closed duplicate topics listed under main thread An example, github issues field. I think every developer know how
Error: Please ensure that the billing_address has less than 100 characters
Hello, I am working on developing a Custom Function in Flow that creates or updates a salesorder in Zoho Inventory based on a trigger from Shopify. But when I try to put the Map for billing address, I get the follow error: "shopB2CZohoSO_1": {
"code": 15,
"message": "Please ensure that the billing_address has less than 100 characters."
} The sales order map I am using is below for reference. Is there something I am doing wrong in placing the billing address map within the larger order map?
Custom Template
How can we create our own custom template Zoho Show?
Zoho Creator Published Form on Wordpress Page
Tried using the embedded iframe and perma link on a Wordpress page for a published Zoho Form, however, Wordpress won't show the form. Am I missing something?
Can NOT verify SPF and DKIM with Wix DNS
I use 3rd party tool to make sure the value is stored in Wix DNS already. But I can't pass the verification on Zoho. Please help me. Thank you! My domain is: salesleadsninja.com
Emails and forwarded mails not being received
Hello, We are a small environmental charity using Zoho mail and really benefitting from the service. However, some strange things have started happening in recent weeks and I was hoping that somebody could help. One of our members (we all use the same
The First Annual Zenmy Awards! Vote Now!!
The First Annual Zenmy Awards! Recognizing the excellence among the different Zoho Products throughout the year. We let you the users decide who wins! Click Here to Cast Your Vote All votes will be recognized up until 12/21/2020 at 10 am PST. The
Automated backup
I am looking for an automated online backup service like backupify or spanning backup that can handle the following Zoho products: CRM, Invoice and Creator. Is there an existing solution? (or an alternate idea)? - Thanks, Brian
Task Templates
Hi, Each project I do is based on, primarily, one of two tasks, each with their own hourly rate. If you could set a project template so that each time you create a new project it was auto populated with each of these tasks, an optional description and
Custom Columns on Timesheets page
Hi The ability to customise which columns are shown on the timesheet homepage with the projects overview. For example, I book in each project under a project number, which I have set as a custom field within the Project, and it would be handy to be able
spf
we have allready add this but doesn't work , what is wrong, please see attached file
How can I add a merge field
I'm trying to add a merge field to the subject line in Bigin. However, the software throws and error and just locks up. All I'm trying to do is some like this: Hi ${Contacts.First Name} Any ideas? Kerry
How to remove transactions from Contacts so I can delete them?
I downgraded my plan and can only have up to 50 contacts. I need to delete ~185 contacts. However, before doing that I need to delete all transactions and all reconciliations tied to those transactions. I'm noticing that even when I am able to delete transactions, the contact still will not delete due to transactions somewhere being associated. How can I remove my inactive contacts so I can begin using ZBooks again?? Many thanks! Brian
Custom fields in Deals Stage that prefill in the Contacts section
Currently the custom fields do not carry over to Contacts or Company when adding it during Deal creation. For example, I have created custom fields "Phone", "Email", "Website" and the fields are available when Creating a new Deal. However this information
Does Zoho Books Support Period vs period comparison reports?
I use Xero now, although Xero has limitations and does not integrate with Zoho well, i like the period vs. period comparison reports. For example, i can easily see Month to Date for this months and the preceding months, up to 11 months side by side;
Enhancements in Zia recommendation
Hello everyone, You must be aware of Zia recommendation and its benefits. We have made few updates to the features and here are the brief description of the same. Recommendations for portal users Zia's recommendations can be shown to the portal users.
Dropbox Sync
Hi, Please forgive me if this has been addressed previously. I have searched and cannot find the answer. I have set up my Dropbox box sync and this is fine however it will not sync sub folders within a folder. I am currently only on the free Zoho Docs plan. Do I have to pay for Zoho Docs as well in order to get dropbox sync for all folders within folders or would this still not work? I actually have a Zoho CRM Enterprise account, is there a way to get dropbox to sync with the Documents Module in
Integrating Zoho People Attendance to Biometric Machine (ZKTeco)
Does anyone have any sample of the API that they built to connect Zoho people Attendance to their office Biometric?
How do I set which users have access to email templates?
The CRM Help section refers to an Accessibility Details box where a user can select what roles view which email template folder. I'm logged in as the super administrator and I don't see any such Accessibility Details box. I created a series of email
Conditional - Picklist
Hi, We have custom lead statuses in our Zoho CRM Raw Enriched Assigned Working Unqualified Qualified Nurture For the "7. Nurture" status we have five different sub statuses to categories the type of nurturing required for the corresponding lead Now, we
Ability to clear the search criteria on a page
I have a Zoho Creator 'page' with a search box, which sends the search term to a 'report' on the same page. This works nicely, except there is no way to clear the search criteria....the only option a user has is to enter another search term (which is
Reorganizing chart of account
Hi, I would like to reorganize newly created accounts and change the order they are displayed in the chart of account + P&L report. How could I make it? Thanks
Goal Seek using VBA
Hello, I noticed from previous posts that Zoho intends to add Goal seek using VBA. Is this possible yet? Please provide an update and if possible the code to get goal seek to work via VBA. Thank you.
Zoho One: automated tracking parameters (UTM) across all marketing apps like Social, Campaigns, MarketingHub
Hi there, wondering why you don't provided the ability to set UTM tracking parameters on posts, campaigns etc... Best would be if this was done automatically (like Hubspot) does it.
Mail Server is Down!
Helly Zoho Guys, I get the following error when trying to login to my email account.... We'll be right back! Our service is temporarily unavailable. We are currently working to restore it. Please try again later. When can we start using the service again? We need it to start working today, please!
Ability to clear the search criteria on a page
I have a Zoho Creator 'page' with a search box, which sends the search term to a 'report' on the same page. This works nicely, except there is no way to clear the search criteria....the only option a user has is to enter another search term (which is
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