Use Formula Field to grab Address minus street number
I need to create a Field that uses a formula to take regular Address "123 Main Street" and removes the numbers from the front and makes it "Main Street" only. Sample Data: 123 Main Street (becomes "Main Street") 444 Count Rd (becomes "Count Rd") 543 Number
Validate of Form Submission Workflow not Running on Create
I have one workflow for validating a form that runs when editing or creating and works properly. However, for all new forms I cannot get the validation to run when creating. I created a new app with a simple User form and the attached workflow. It runs when editing but not creating a user. Similarly, if I create a workflow that should run only on creation it does not run either. Any idea why this would happen?
Fetch a range a records based on criteria and insert each record as a string into multiple form fields
See the most recent attempt below. Basically I've found lots of info on fetching data but not too clear on how to then put it into form fields when you're fetching a range. I would like my users to be able to see the three previous entries into this form (Daily_Nursery_Log), when they are adding a record in this stateless form(Nursery_Action_Log). I thought it would be easier to input the key fields as one single line field combined, as you can see below. But that is not a requirment. I've tried
is there any way to set height for html snippet?
i use the snippets for embedding reports inside a Page
Manage 2 companies+ in 1 ZOHO CRM account
Hello, i wanted to ask if it's possible to manage 2 different client companies in 1 CRM account, so we don't need to switch between and using different browsers. Each company with it's own email, inventory, invoices and pipeline. Am I right this can be
Reversing a contact back to a lead
Can anyone help me - I'd like to take a contact and revert it back to a lead. How can this be done. Thanks peterb
Number formatting in reports
On screen, when large numbers are un-formatted they are quite difficult to read: What would be really useful and user friendly would be the option to apply number formats for numeric fields in reports. In particular, thousand separators is what I need. For example, I would like to format the numbers 1200000 874000 2000000 like this: 1,200,000 874,000 2,000,000 It seems to me that a reasonable place to put this is under Report Settings -> Column Properties. There is a work-around which involves converting
download attachment API
Hello, I tried download attachment API of zoho, which returns above data how will I convert this above data to proper image type.
How to set up an alert/report based on the ticket age
Hi, I would like to have an automated alert once the ticket age has reached 60 days or more, and not sure how to it. I tried the Supervise option, with Criteria "Hours since created" + is Greater than + 1440 (60 days), but it would not go beyond 720 hours or 30 days. I tried the Global reports and though I can setup a criteria for that (Age in Days > 60), it doesn't give me a column of the ticket age on the report output. And the filter is only until 6 months or last 180 days. Is there a better way
email from outlook to deal in ZOHO
How do I associate an email from outllook to a deal in Zoho?
Clipped photo notes not visible in Android version
Hi folks, thanks for your FREE notebook which is generally the best around. Here's my problem: I copied pictures using Notebook web clipper for Firefox, and everything is fine, I see them in the web app. However, in the android app, the clipped pics are
Easier Functions: Save all record fields to variables
In writing functions, it can be tedious to add numerous arguments or assign variables in the function code. Is there a way to simply loop through all the fields in a record and save each field value to a variable named after the field's API name? Something
How can I create a marketing list of contacts?
Hi there I have just imported around 1,400 contacts into the system - say I wanted to create a list of 40 people from these contacts... how would I do this? I can't seem to find anything that allows me to group contacts together... Can anybody help?
What's New this October 2020 in Zoho Invoice?
Hello, everyone! In this past month, we've added an array of features and enhancements to Zoho Invoice. Here's a roundup of everything that's new. Sign estimates using its public link Your customers can now digitally sign and accept estimates right from the estimate link that's shared with them. This is convenient for one-time customers who don't have the Client Portal enabled. All they need to do is access the link, enter their email address (the one that is associated with their contact in Zoho
Your email marketing automation with Campaigns just got better!
Campaigns in Zoho CRM Plus has a brand-new approach to automating your email marketing routines. We bring to you an easy "Drag-and-drop" interface to create email workflows. This allows you to add flexibility to your email marketing automation by providing you with multiple trigger, process and action options for use in your workflows–all through a simple drag-and-drop workflow builder. In addition to the new drag-and-drop interface, Campaigns now also has a range of pre-made email automation
App Spotlight: Poptin for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Poptin for Zoho CRM Poptin is a user-friendly lead capture platform that gives users the ability to create awesome pop-ups and in-line
Additional attachment purchase options
I see many post, some over 8 years old asking for a way to identify attachments in the CRM. It appears no solution has been offered by zoho other than do it by hand or pay $960 for 100 GB of space. Why cannot we add space in smaller increments? It
Portal Usage
Hi there, we just setup a portal in Zoho CRM to let our sales agent login, add/edit and view there contacts and leads... How can i share a contact or lead which was added from another CRM-User for a portal user? Thx, Christian
Duplicate values restriction after deletion problem
Thank the almighty for every second! Hi, In leads and contacts we do not allow duplicate values in Mobile number. After a lead is converted to a contact and the contact gets deleted, There is no option to create this lead again as it is saved in the "Converted
Blueprint: Automatic transition
Hello! I have noticed that Blueprint States have a Maximum time limit and afterwards, we can choose an action to happen such as a SLA alert, email notifications, tasks and field updates. I would like that after the time is met, one of the transitions
How to perform field on user input action in subform
I have a form, Data, that has a subform, Calculation. In the Calculation subform, there are 4 fields, Component (lookup), Concentration (decimal), Unit (dropdown), and Concentration in Percent (percent). The goal is to convert the concentration in the unit selected to % using the Unit as the On User Input trigger. For example, the user selects the component, type 1000 in Concentration, then selects "ppm" from the Unit (dropdown) field, the script should run and output "0.1000%". I can make this
Per Client Pricing.
Hello Team, Is it possible to have different item prices for individual customers? If this is not a standard feature, would it be possible to do it with Deluge? Kind Regards John
Zoho oAuth Connection not working
So my Zoho to Zoho app connections have stopped working. They have become "disconnected", anytime I try and authenticate them they work for a couple of seconds and then "disconnect" again. Support suggested I create a new connection and edit every function
INVALID ADDRESS error 554 blocked by Mimecast/Spamcop
As per the title, outgoing emails are being blocked by Mimecast/Spamcop due to 136.143.188.51 being blacklisted. PLEASE sort this issue ASAP. This is causing major disruption to us - and it isn't good enough from Zoho. This problem has been happening
Detailed guide to switch from Quickbooks to Zoho Books?
Hi Guys, Just wanted to see if anyone has a detailed guide (beyond what's already posted on the Zoho Support guide) to migrate data (almost 5 years worth) from Quickbooks to Zoho Books? Are there any services available that can do that for you? Thanks in advance!
Adding an optional payment to an invoice
I want to add an optional donation (not vatable) to the subscription (vatable) invoices I produce. This would be like a service charge on a restaurant bill. Is there a way to do this in Zoho Books so that if the customer pays the invoice without the optional
Workflow on Candidates and Job Positions
Hi, I'm trying to setup a workflow rule to notify by email: All candidates in status "New" Only when the "Job Position" they are assigned is in status "In-Progress". Is there a way to use data from two "Modules" in a Workflow? Job Positions and Candidates
Hitting the customer satisfaction bullseye with SalesIQ Chat Routing
In an everyday business scenario, we get hundreds of chats from visitors. But, most of the conversations go missed or irrelevant due to inefficient workflows. Enabling chat routing allows you to precisely route visitors to specific operators based on
Exclude weekends from charts
Hi I'm trying to create a chart to show the number of sales on each day. The problem is that although I want to show days during the week with no sales, I don't want to show the weekend days on the chart. I've ticked the 'Show missing values' box in the
Connect: Groups vs Forums
Hi, I am struggling to understand the key differences or rather benefits of Groups vs Forums? I can see that forums work at network level and groups can be restricted/controlled to specific members etc but the functionality seems to over-lap. As Groups
Font for Thai Language - invoice template looks good, but pdf is missing the Thai text
Dear Ladies and Gents, i am using zoho books for a long time now. As my company is located in Bangkok, Thailand i need to write invoices also including Thai text. I can setup a template for invoices easily containg thai text. As soon as i go to print the thai text dissapears. Is there any chance to import different PDF fonts? All available fonts do European languagey, Japanes, Chinese and so on. But i cant find a font which also prints the Thai tex. Thanks a lot, Egils As example i attached the
Custom Field Permission
Can anyone help me in setting permissions in custom fields. this is when we have created a custom field using an administrator login, however the other staff cannot see the custom field. They can see the other fields that were there, but not the custom
Spell checker
Hi my spell check sometimes does not work and I would like it to be working at all times. Please can you provide some help with this.
WFH Tip 29 : What is Context ID in the SalesIQ Scripts platform of the Zobot?
First things first, what is a Context in SalesIQ Scripts? A Context is a data definition that is used to collect multiple inputs to perform a single action. So, all the inputs defined in the context will be collected and the context handler will be invoked.
App Spotlight: ZeroBounce Email Validator for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. ZeroBounce Email Validator for Zoho CRM The ZeroBounce integration allows you to verify email addresses directly from your Zoho CRM
Tips and Tricks #35: Animate every element of your data table using Show
Hi Everyone! Using animation effects in Show, you can highlight different parts of a table such as a specific row, column, or even a certain cell. This is useful especially when you have a lot of complex data in your table and want to display it in
How to get Date send and date sign ?
Hi, Today, when I make a request with Postman, or with cUrl, I can see multiple field with date like created_time... but the value of this field is a number, and I want to know, first if it's possible to get the date of document send, and the date signature
Billing Method: By day (so that I can assign price per day as the billing unit)
HI, My billing method is by complete days - that is Pay per Working day (not hours) How can I get this option in the billing method when I set the project? Please help. Thank you Yonathan yoni1961@eupfp.org
Tips and Tricks 9: Custom privileges for individual team members
Hello everyone, Today we're going to look at how to customize roles and privileges for each individual team member. Why would you need to do this? Well, even if your business's job roles have been customized for your organization at large, they still
Zoho Online Events (APAC) - Optimizing Website Engagement and Conversions By Analyzing Visitor Behaviour - November 2020
Greetings! We hope you are all doing great. Since we're in the middle of a pandemic, we've decided to meet you all virtually this time. As a part of this, we are hosting a series of online events for the Asia-Pacific region, where we plan to focus on
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