#21 Tip of the week: Turn around time for Approvals
Important approvals have to be prompt and delays can hinder work on various levels. To ensure timely approvals, you can set a turn around time. Once the time limit elapses, the pending approval moves to the next approver in-line or gets assigned to a
Update Call_Status not work anymore since yesterday for overdue calls
Hello, I have a function in deluge who cancel a call if the Call_STATUS is scheduled it works if the Call_STATUS is Overdue it don't work the function : callId = call.get("id").toLong(); callmp = Map(); callmp.put("Call_Duration","00:01");
¡Zia está aprendiendo español! ¡Mira sus sugerencias de escritura en Zoho Writer!
Te presentamos el acceso anticipado a la versión en español de Zia, nuestra asistente de escritura. Ahora puedes obtener sugerencias de ortografía, estilo y vocabulario para tus documentos instantáneamente. Desde que lanzamos Zia en Writer, muchos de
API V2 Issue for HTML Form Submit to Zoho Creator
Hi There We have multiple Html Form that use API V1 to submit into our Zoho Creator. It seems the new API V2 requires user to login to zoho before can generate the token and submission. is there a easier way for us to continue submit our form to Zoho
Take time to load & unexpected error.
Hi, Team form today morning Zoho creator is not working well. it takes time to load. sometimes doesn't show data. I have tested with diff accounts on the EU domain but the same issue. after checking the console it gives a lot of error. Anyone when it
OpenUrl() implemented in Zobot ?
Hello, Thanks in advance for your help. Is there a way to use openurl() in a Zobot ? Thanks !
Delete Draft Help Centre Theme
Hi, I have been playing around with customising a help centre theme. However, I now wish to delete the draft whilst retaining the live version. I cannot find an option anywhere to remove the draft.
How to delete a payment already recorded on an invoice?
I clicked "I already received payment" on that option at the bottom of the invoice and clicked OK, when I realized I had an uncategorized transaction that is related to this invoice.
Publishing data from sandbox to live CRM
Hi Ive been working in sandbox, created custom modules and added test data. I want to publish the module changes AND the data within to the CRM. (The CRM is new and a blank slate). How do I publish the content? DO I export from each module or backup the
Zoho Inventory Community Digest September 2020 - a monthly rundown
Hello all! Hope you are all safe and holding up well. Another month has passed, and we've managed to gather a number of updates, a few webinars, and some expert sessions for you. Check out some of the latest developments for this month in the September edition of the Community Digest for Zoho Inventory. 1. Ask The Experts series: The recent episodes of our Ask The Experts series have been mostly focused on two areas: tools for internal collaboration, and improving customer experiences through
Integrating biometric device with ZOHO Creator
Integrating biometric device with ZOHO Creator for tracking Attendance with in ZOHO creator. I am new to ZOHO Creator i am creating an application. In that application i have to manage data or attendance from a biometric device So how to integrate
Books - Invoice Line Items
Where are things for being able to add line items to an invoice via Flow?
Error while executing query
I am using this code for executing query, IReportClient RepClient = new ReportClient("1000.xxx", "xxx", refreshToken); //'Zoho CRM Analytics' //Enquiry , leads string tableURI = RepClient.GetURI("xxx",
Customer Purchase History
We quote customers some products, and if all goes well, its closed won. A few months later, the customer may come back and order more. We want our sales people to be able to see what the customer purchased without having to dig through previous deals
Cant receive email on zoho desk
Hi, I can't receive email through zoho desk, but my account on zoho mail was received succesfully. I just do test email and below was email header (original emails), with showing email only received on zoho mail Delivered-To: premiere_care@zohomail.com
Save draft of help center customizations in sandbox
We are updating our website and help center and want to apply a new theme to along with some of the personalized styling settings. We know that it's posslble to create a sandbox version of the help center so the changes are not published live. https://help.zoho.com/portal/kb/articles/customizing-help-center-themes-in-the-sandbox My question is, it doesn't seem possible to save a draft version of the sandbox and then revisit it at a later time. All the customization needs to be done in one shot
Upsert API call is updating unexpected Zoho Contact
We are seeing an issue using the Upsert API endpoint where the requested duplicate_check_fields provided appears to occasionally fail and upserts an unexpected entity. Observations: The API endpoint we are using to update data: `https://www.zohoapis.com/crm/v2/contacts/upsert` 1st Sent request ``` { data: [ { "Email": "example@example.com", "First_Name": "Timothy", "Custom_Id": "544", "Another_Custom_Id": "6840" } ], duplicate_check_fields:
All bank accounts in "Pay Through" list of Banks
Now, when we add an Expense that the currency is set to CAD, in the "Paid Through" dropdown, we only see Bank Accounts that have CAD set as their currency. (so, let's say I also have US bank accounts. They won't appear in the list, because the Expense's
Make an alternate support email address
How can i switch the default support email address. I started by using support@ and is my default. I setup an address called helpdesk@ and want this to be my default so all outgoing email uses it.
Ignore empty criteria when fetching?
Is it possible to ignore empty criteria when fetching? Color = "blue"; (Food is missing / empty) Animal = "cat"; fet = Form [FavoriteColor = Color && FavoriteFood = Food && FavoriteAnimal = Animal]; @Damien?
Form Structure for Multi-Level Manufacturing BOM
Hello Zoho Creator community! I'm looking to use Creator to help me with our inventory management, ordering, etc. for our manufacturing business. I'll be hiring a developer to help eventually, but I'd like to get some core parts of the structure in place.
Number with a decimal value
I have a form I've created that includes a blank that uses a number and that number usually includes a decimal value. A normal value would be something like 4.2 or 6.1. I have a number blank but it will not accept decimal values and cannot solve this problem. Can you help me?
...you can't embed an image (not an upload image widget)?
I mean...this is basic functionality for any web interface. Of any kind. I have an app. it works...mostly. The form, when submitted, will need to call out to a database that, based on Workflow, will help generate a "score". The score should then drive other logic that (and this is where I don't see it possible) it will display a simple page with the outcome, represented as one of three sections that hide or display images based on that number. I figured out how to do everything except get the
Personal LinkedIN Profiles
Hello - can each Zoho Social User add in their own LinkedIN Profile to their account? As an Admin I only see a way to add mine. When I go to a User account, I do not see a way for them to add in their own LinkedIN Profile.
mail problem sending and receiving
Hi! There is no error message, but the messages do not arrive at the destination or appear in the sent folder. I am also not receiving any emails. I tested sending and receiving internal to my domain and also with gmail. I use Thunderbird, but I also
Send invite only to added attendee(s)
When I add someone to an existing meeting, I can send it to everyone or send+me. This means that everyone who has already accepted receives another invite. When I have an existing event, and I invite someone new, the invite should only go to the person
Zoho Recruiter Automatic Approving Records
Hello, is there a tutorial on how to automaticcly approve candidates? Now when a candidates submits a form we approve the submit and then the candidate will end up in the Approving Records cue where we need to manually add them to the candidate module.
Synchronize complete folders in OneDrive integration for documents
First of all, this idea requires the synchronization of the Sharepoint libraries in the OneDrive integration. https://help.zoho.com/portal/en/community/topic/onedrive-cloud-connection-for-documents-doesnt-display-folders-from-our-shared-company-libraries-aka-sharepoint-libraries
I'm not able to see received emails..
I'm able to send email but not receiving !!. Could pls check immediately. You can reach me at 9448569212 or nathaniel.yj@gmail.com. Thanks, Nathaniel
Lusha
Hi I noticed that there is now a plug in for Lusha on the CRM. Is this going to be introduced for Recruit at some point? It would be useful Thanks sharon
Is it possible to map a dependency field from a system required drop down field
I am able to map one custom picklist to another.custom picklist without a problem. but say I was to map a dependency to a custom picklist from a system required field, even if it is a drop down, the system required fields do not appear in the option list for a parent field. Example, in potentials I want to map Stage to a custom picklist called "Status" where in i classify the various stages as open or closed. Is this possible or is there a workaround?
Round Robin for Automated Task Assignment
Using a Custom Function, users can be assigned to records via Round Robin and also a similar custom fucntion can be set up for the purpose of assigning tasks to users in a round robin. I wanted to share here in PartnerSpeak a good use case of this from a recent client post which also has the instructions on how to set up this Custom Function: https://help.zoho.com/portal/community/topic/enhancement-round-robin-for-automated-task-assignment We will add later how to make a few small changes to this
"Task List" tags are not being displayed on the Task View
You let us define tags belonging to the task lists but they are not being displayed on the task list row.
How can users listen to each others recorded calls?
It seems I can only listen to my calls. What do I need to do to listen to other users calls after they have been logged?
"Expand Task Lists" button on Task view doesn't function sometimes
If you manually expand a task list containing tasks in it, then it starts to function and collapses/expands the tasks but after a while it loses its function again. You have to repeat the manual expansion trick to make it work again. Refreshing the page
Upcoming platform updates
Hello App Creators, We'll be introducing the following updates to our platform in the coming weeks. Some of these introduce improvements and changes, and some may also require you to update your applications. Please note that all release timeframes below are tentative. We'll update this post as we progress. - - - - - - - - - - - - Upgrade to the framework for exporting a record as PDF Applicable to: All Release timeframe: June, 2020 We'll be upgrading our framework that's used when a record in your
How do I add anchors and link to them?
I have some long pages that I would like to add anchors to. Then I would like to have buttons (in the sidebar of the same page) that link to the anchors. How can I do this?
Tips and Tricks #37: Securely manage your creative designs without storage restrictions
Hello everyone! Hope you are all safe and sound. From large file sizes to various document formats, managing digital assets can be challenging for any design team. Today's post will give you tips on how you can tackle these challenges while ensuring
Project Details pane doesn't fit into the window in normal zoom, doesn't resize the columns and doesn't have a horizontal scroller
The columns on the right side of the details page can normally be read in normal zoom levels (100% zoom) because they are way too wide but when you select any picklist item on the right column the window scrolls itself to the right and there isn't a way
Custom Workflow Function
Hi, I'm trying to use Zoho for a Property Developer. I've changed the Products module to Properties. I'd like Zoho to match properties to leads when a lead is created. Is there a workflow function that can match and insert a property into a lead when
Next Page