Set Number Field to Zero
We're using Flow to set a field when a customer completes a survey. If they give a score of zero, it leaves the field blank instead of setting it to zero. Any ideas on how we can get it to display `0` and then allow automation to kick off based on the
ignore accents in search eg. Ingles vs Inglés
This is a big problem. In many circumstances the text correction is not used, for example drafts where you do not want distractions. The word english correctly spelled in spanish is inglés so if someone write ingles without accent in the search nothing
Facebook verification email not reaching inbox
Hi! I need to verify my Facebook business account but when I send the code it does not arrive in my email inbox. It is as if there is some kind of blockage. How can I fix this problem?
Facebook verification email not reaching inbox
Hi! I need to verify my Facebook business account but when I send the code it does not arrive in my email inbox. It is as if there is some kind of blockage. How can I fix this problem?
Zoho meeting adding option to calendar
We recently moved to Zoho Mail and what was bit of a surprise is this - I recently registered for an webinar conducted by Zoho using Zoho meeting. On registration, i got a confirmation email with details of the meeting. Also it had an option to add to Google Calendar/Yahoo/Outlook, but no option to add to Zoho Calendar!!! I need to manually add it. Why cant you guys give add to Zoho Calendar as an option?!!
Zoho Desk Mobile App and Data Synchronization
Hello, Is anyone have a similar problem with Zoho Desk Mobile? I have a customer who has about 600 Accounts on file; everything is OK while they use the web version, but when it comes to the mobile app, there is a problem with the data synchronization. When Zoho Desk Mobile is installed for the first time, there are no records; they have to be pulled from the server, which is natural. The problem is that it seems like it does not pull all the records by itself. So when the new technician installs
Get holiday list from Zoho CRM
Hello, following function has a <holiday_list> parameter: <variable>=<start_date>.workDaysBetween(<end_date>,<weekends_list>,<holiday_list>); I would like to pull the holiday list from zoho crm. I could not find any reference on that matter. Is it possible?
How to generate AuthToken for abandoned cart API calls?
Hi there, I am referring to this document: https://help.zoho.com/portal/en/kb/marketinghub/user-guide/web-assistant/websites/articles/purchase-abandonment-for-website#Setting_up_cart_abandonment The calls include an AuthToken. Eg: setItem(json,AuthToken)
Round robin based on User's gamescope?
Hello, dear Zoho community. Are there any chance we can assign the leads via round robin using the User's gamescope as criteria? Or probably there is another better solution to assign the lead to the best User?
[Webinar] Financial Analytics: Empowering businesses at every stage of growth
Hello everyone! In a data-driven world, contextual business insights are integral to business growth. At every stage of a company's journey, greater and faster access to insights can help generate new business, and improve profitability. One of the
Remove "Subject" from the Ticket Form in Customer Portal
Is there any way I can remove/hide the "subject" from the Zoho Desk New Ticket Submission form that users get? We ask them very specific questions in our ticket and we don't want them to type in a subject. A subject implies an open ended question. All of the questions that we need gathered are done so in other questions. Can you please provide an option to be able to remove/hide the "Subject" field from the ticket submission form
URGENT all email fail
Please help ! We can't send email anymore ! It's always a fail ! Before I have the question : no, we didn't change anything in our settings today.
Zoho CRM custom function API request syntax - calling from Google Apps Script with custom arguments in Body/Payload
Putting this down here as it's taken me ages to figure out - hopefully can save time for somebody else. Objective: call custom Zoho CRM function from Google Apps script, with custom arguments in the Body/Payload Sample Google Apps script code function
Tips and Tricks #36: Enable automatic file conversion in My Folders
Hello everyone! We're back with another interesting WorkDrive tip for you all. In case you want to view our previous articles in the Tips and Tricks series, you can find them here. WorkDrive now offers its users the option to save and access the incoming
How to use ZOHO CRITERIA on public panel url
Hello, I created a panel with different graphs that use different tables as a base but all of them got the same column called seller, I configured in all graph options filter parameters to link to the same filter. I want to use this filter in the URL so u show different panel for every seller.
How to account for Amazon purchase refund?
I made a product purchase using my company account, it was a standard GST invoice that the vendor gave. Now since we had to return the product because of some damage, the entire amount was refunded. How should I document this in Zoho Books?
Unable to find custom module in the reporting module
We have created a module called "support contracts" this holds some vital information that we need to report on, this information then needs to be used in analytics. I however cannot see this custom module in the reporting module and wondered how I get
Lead allocated date and agent
To create some true lead conversion stats I need to know who was allocated a lead and when. Has anyone found a good solution for this? Or do I need to crate two custom fields wheich are then updated at the point of allocation?
embed record view in page
Hi, Is it possible to embed a detail-view of a record (or record-summary) in a page and load the record using id from the url parameters? i'm trying to improve the user experience in my app when dealing with Forms that include subforms with many fields.
Cannot seem to get CRM Data (Many-to-many module associated fields) into Zoho Creator List Reports
Hello, I was wondering if you might be able to help me with an issue. We have multi-linked modules in our CRM (to support many-to-many module associations), specifically on the Deals module. One field is "LR_Client_POC" I am trying to build a customer portal using Zoho Creator. The standard integration for Zoho Creator to Zoho CRM, does not include our custom fields in the results. That is, when I use the CRM Integration options, the data does not include our multi-linked field, i.e. "LR_Client_POC"
Possibility of creating parent record and related subform record via one/same stateless form.
Is it possible to have a stateless form, via workflows or other means, create a parent record and add a row to its related subform? I know how to have a stateless form add a record to a form via workflows. I know how to add records to a subform via parent
Zoho Blueprint prefill prompts
Hello, when a lead transitions from one state to another, the blueprint pompts the user to create a call. The user has to provide all the fields marked red. Because this is a standard process in our company, I would rather have most of the fields prefilled.
URL construction
Hello, I have a function that creates a new record and then after that opens the record for editing. This is the tail of my function //fetch newly created record newRecord = Register[ID != 0] sort by Added_Time desc; //open record for editing openUrl("#Form:Register?recLinkID=" + newRecord.ID + "&viewLinkName=Beneficiaries","popup window"); This sort of works, however it's derived from the original app in the older Creator version and I have no idea where the &viewLinkName=Beneficiaries refers to.
HTML Word-Wrap in Richtext Field
Hello All, I am having problem with html, i am saving subforms data in richtext field and then printing in the record template. While the data in subforms field may have large amount of data and it need word wraping in those fields data which apparently i am failing to do so. Following is the code i have used: if(Outward_Type == "Fabric") { table_String = ""; table_String = table_String + "<html><head><style>table {font-size: 12px;vertical-align: top;font-family: arial, sans-serif;border-collapse:
CRM data and webforms transfer
So i have been using Zoho one Subscription for a while, and recently the business split into two. The new company will do majority of the work that was done prior and have a new name, domain etc. So i am planning on downgrading the existing zoho one account
Mask values in options in Zoho Forms to improve integration with Zoho CRM
The idea is simple and part of it is already implemented. Basically, it would be great to be able to assign an alphanumeric value to questions with choices in Zoho Forms and have that value exported to the CRM or for reports, instead of the choice visually
Marketing in a Post-GDPR World!
The purpose of the General Data Protection Regulation (GDPR) is to compel marketers to be more thoughtful, transparent, and respectful of the data they collect and use. Realistically, that means marketers need to take a step back - to stop personalizing
Field value = A. If A is blank, B. If A&B are blank, C
I have 4 fields. I want the "Result" field to display the value of either A, or B, or C, depending on which fields are EMPTY. If A is not empty, Result field value is A. If A is empty, result is B. If A & B are empty, show C. If A B C are empty then blank. For example, if B is the only empty field then it would still show A. Field A Field B Field C Field Result I know how to do something like this in Excel, but can this be done within ZohoCRM?
Leads Created from FaceBook
I have the function to create a lead from FaceBooks disabled, yet it is creating leads in ZOHO CRM when someone likes a post on my page. How do I prevent this?
All users of Zoho Unattended Access being prompted for proxy info...and Zoho Assist dashboard down
As subject line reads. Everything appears to be broken today with Zoho Assist...especially Unattended Access.
High-resolution logo looks pixelated
I have uploaded my logo to Meeting but, when it appears on the embedded registration page or on emails, it is badly pixelated. It looks very uinprofessional. I have tried uplaoding a 96dpi and 300dpi version of my logo. The result is the same. I have inlcuded a screenshot of the way the logo is presented. Is there any way to cure this problem? Many thanks Steve
can you prefill related list module on creation
Scenario I have a custom module called SMS, which has a lookup to the contact module. From the contact module I have the related list set up so that I can add new SMS (links to SMS custom module). Problem When i click new SMS i want to prefill the Mobile
Customizable Call Layouts
Hi Guys, we use Sipgate as Phone Provider and everthing runs well, but we need urgently the ability to customize the phone pop up box! Story: As a Sales Representative I want to document my CALL RESULT [DROP DOWN] (e.g. Desisicion Maker not reached, Meeting
Call Dispositions in Integrated CTI
The ability to click-to-call is essential to a CRM. While there's a CTI adapter for RingCentral, its lacking critical features/functionality. When you place a call, you provide the ability to type notes within the zoho pop-up, but no way to track a call
Convert ticket to task and assign to a project
Hi, How do i move a ticket to a task and add it to a specific zoho project? Not the bug tracker feature but an actual task for a project. Please advise. Thanks, Ryan.
If I can only purchase ZOHO Expense, instead of the whole ZOHO ONE plan?
Dear Madam/Sir, Now since we don't use ZOHO other functions very often, we hope to purchase ZOHO only with Expense, not the whole ZOHO ONE suites. If this is possible to happen? Thanks!
Javascript from ZohoDesk not showing up on Page
Hi, I want to insert a javascript snippet created by Zoho Desk onto a Page in Zoho Creator (Developer). I added an HTML Snippet to a Page in Creator. The code is accepted, but on viewing nothing shows. I do have Javascript enabled on my browser (Chrome). Any help on why this is not working appreciated.
Sign In
Zoho says they request a new sign-in verification every 180 days. Why then do I get such a request maybe every 40 days or so?
Get invoices meeting EU requirement VAT standards
Hello, I am setting ZOHO invoice for a business based in belgium. I face 3 problems. 1. Most important - I can't get the VAT amount to added to my total amount even though I check the box "add tax to amount" in my template setup. See picture for understanding. 2. Requirement - How to display one line with total of VAT amounts (as required by law) before my total amount 3. Less urgent - I want to log my time sheets in hours and bill in days. Do you have link to tutorial? Thank you for your help.
Email Contains potential security issue
Hi community, I get the following error 90% of the time when I'm trying to send an email to someone. You can no longer send emails to this particular email address for the following reason: smtp;552 5.7.0 This message was blocked because its content presents a potential security issue. Please visit https://support.google.com/mail/?p=BlockedMessage to review our message content and attachment content guidelines. o9si10191575edr.292 - gsmtp Any advice of how can I fix this?
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