Variable is not defined
Hi everybody, I'm trying to pass a variable by URL to a Page in Zoho Creator with the following code; openUrl("#Page:Trips_Page?Session_ID=" + input.ID,"same window"); In the Trips_Page I try to fetch the variable with the following: <%{ current_session = Current_Login[ID == Session_ID.toNumber()]; %> <p><%=current_session.Employee%></p> <p><%=zoho.currenttime%></p> <% }%> But Zoho returns me "Variable 'Session_ID' is not defined" and I can't save the code. What am I doing wrong? Do I have to do
Twitter Chat on Holiday Email Marketing
Hello everyone, You're all invited to join us for our Twitter chat that will take place on the 15th of October, 2020 from 10 AM - 11 AM PDT. We hope that this one-hour twitter chat will help you get into the holiday spirit as the season draws near. What's it? It's a live chat on Twitter—we ask you a question, and you reply to the question with your answer. We'll have a couple of experts such as industry specialists, partners, and knowledgeable speakers, taking part in the session too. Be sure
Prevent Auto Reply loops in ZOHO Desk
Good day, I was hoping to get some assistance with setting up a rule in ZOHO desk that would prevent auto reply loops. For example, when a customer opens a ticket, we send an auto-reply. Some customers will also send auto-replies and sometimes that will create loops. Is there a way to prevent that in ZOHO Desk? Thanks
WFH Tip: 26 What are the different ways of defining proactive messages on the Zia Skills platform?
WHAT IS ZIA SKILLS? It is a conversational bot building assistant that uses natural language understanding to process and perform skills and actions to respond to visitor questions.The platform is smart enough to perform operations dynamically, fetch necessary data from SalesIQ and process it to construct contextual answers, and much more. Today's tip will focus on the different types of trigger messages that you can create for your visitors on the Zia Skills platform. Trigger messages in Zia Skills:
zoho site
Buenas tardes; tengo un site en zoho y deseo vincularlo al crm, es decir cuando un alguien escriba en contacto, solicitando inofrmación estos datos se incluyan automaticamente en posible clientes de mi CRM de zoho Gracias de antemano por su pronta orientacion
blog not opening cant edit
my blog page is not opening for new posts, its not showing on click what to do ? please fix
Zoho Desk now integrates with Jira
Consider the different roles in a software company. Product managers and designers decide how the software will look and feel, while engineers build for functionality to implement the vision. Of course, customers then adopt and use the software, often providing valuable feedback. With rare exceptions like Linus Torvalds or Richard Stallman, most customers can't code, which means they can't directly modify or improve the apps they use. But, the feedback they give is incredibly valuable. On the other
How to disable email notification when sharing a record ?
I have a workflow who share some records between users. My mailbox is full with notification of success sharing of record. How can I disable theses notifications ? Thanks
Consigo enviar emails mas não consigo receber
Consigo enviar emails mas não consigo receber
Is it possible to add stages of the job openings pipeline to a Zoho Recruit report?
Hello, In Zoho Recruit each job opening has a pipeline that contains stages. I would like to know if it is possible to reflect those candidates' numbers in a report. Like adding a column to a report that summarizes the number of candidates in each stage, for instance, the number of associated candidates that are in the "Submissions" stage of the job opening. And of course, the report would have multiple job openings.
Design Help Integrating Zoho Books into Creator Application
I am creating an application that interacts with Zoho Books and looking for feedback on the most effective or efficient design strategy to accomplish my goals. I am fetching data from the Bill module in Books that returns all bills due before the date specified on the form. I have no problems with the scripts to accomplish this. What I do have an issue with is how to display certain fields from the results returned so that the user can systematically check one or more of the bills for further processing.
Flow ZOHO CRM EMail dont send. Fail
Hi My flow don't send ZOHO CRM MAIL MERGE or ZOHO CRM SEND EMAIL TEMPLATE. Apparently all is correct and we test it some week ago with free version, now after subscription it doesn't work! Cannot understand the problem. I send help request 3 days ago but no answer. Cannot wait, please send me help. Thank you. Same error for all flows but all input parameters are correct. unable to process your request. please verify whether you have entered proper method name, parameter and parameter values.
Task role owner in templates
I am trying to set up a project template for our travel agency that is sales focused, so employess and staf involved, all know what tasks they are assigned for every new booking. In the owner column in tasks, i am only allowed to ad a specific person - available to the template project. I cannot add a role or profile instead, or at least not that i can tell. This presents a few set of issues: The sales person will not always be the same, so i cannot add a specific person. The only option i have
Please kindly unlock my email
Hi, my outgoing mail: ericazou1@zoho.com has been blocked. Can you unlock it? Thanks a lot! Moreover, is there anything i can do to avoid exceeding the DAILY 10 bounceed count, besides deleting invalid and expired mail id's? And if if I exceed the DAILY bounce count, will my mail be unlocked next day? THX.
Sending a set of cells by email
How do i send a selection of specific cells with the code below? Public Sub SendEmail () ThisWorkbook.HasRoutingSlip = True With ThisWorkbook.RoutingSlip .Recipients = Array ("xxxx") 'Digite os ids de e-mail separados por vírgula .Subject = "xxx"' Digite o assunto aqui .Message = "xx" 'Digite sua mensagem aqui .AttachWorkbook = False End With ThisWorkbook.Route End Sub
Texto da Mensagem
Boa tarde, Não consigo digitar nenhuma palavra no corpo do texto da Mensagem... |Como resolvo este problema?
[Webinar] Setting Up & Migrating Accounting System
Hello everyone! If you are new to Zoho Books, you probably have a lot of questions about how to set it up and migrate your financial data from your old accounting system. So, we will be hosting a live webinar on Setting Up and Migrating Accounting Systems on October 20th at 9am PDT. Register Now! In this webinar, Zoho Books Advisor Joshua Bleznick from Presti & Naegele Accounting Technology Consultants will walk you through the migration process and cover the best practices for setting up a new accounting
Spell check in Writer is not checking according set language
Hi, I am trying to work on a dutch document, set the language checker to "Nederlands" (it is Ducth for saying Dutch ;) ). But still the whole doucment shows up RED. Followed the instruction as described: https://www.zoho.com.cn/docs/writer/help/document-proofing.html Didn;t help. Even closing the Tab and reopen again, didn't help. The status bar down left corner is saying "Nederlands" . But if i click on one of the red marked words I only get English suggestions poped up.
Filter Question
We use two main project groups - Internal and Client. I am using the brand new Zoho Projects. In the My Tasks view, I would like to filter tasks by a Project Group. For instance all tasks belonging to Client projects. If I click on filter there is an option to filter by project group, but it never works for tasks. No results are ever returned. Please advise. Thank You
Zoho Forms integrates with Zoho PageSense - Improve your conversion rate using form analytics
Hello everyone, Getting your audience to fill out and submit forms can be tricky. Have you ever wondered why no one's filling your forms, or why the volume of leads generated was lower than your expectations? These pain points can be influenced by various factors, such as difficulty in completing your form, the nature of questions asked, your form's design, or even its length. Using a powerful form analytics tool, you can gather insights about the issues your audience is facing when filling out a
We are looking for someone who can write complex SalesIQ bot
Its have 10 main scenarios which result in one of the following actions: Collecting data and opening tickets (Zoho Desk) Collecting data and creating Lead in CRM Showing the right link on our site Schedule a call or meeting (Booking) Showing office details and open hours All Actions, the text, messages, images need to come from an external resource (can be a google sheet if needed)
Macros with fetching metadata from a ticket
Hello ! I sucessfully did a macros allowing to create a task in CRM. I'd like to add 1 information, but I don't see yet how to get them. I like to add the "current-page" fields (visitor info) from the missed chat ticket, to the CRM task I'm creating. How can I get this information ? Regards
Easier & faster change sequence of Tasklines in Projects + Easily send tasklines to Top or Bottom of list, or to another project
Hello, To make the moving of tasklines easier/faster, and create a better/faster user-experience, these changes could be really interesting : - instead of the 3 dots (top-right) with option : "Reorder task list" => create next to the taskline (just as next to a task) the move-icon (6 dots) so a user can immediately move the taskline to the desired postion (of course then also closing the taskline with all tasks under) => dont need to go to the top-right of the screen + then select "change order
Somehow convert an existing field in Accounts from an old CRM system that contains account numbers and auto-number all future entries
I have custom account numbers in my Zoho CRM Accounts module after migrating over from another CRM system; they are in a single line field but only contain a numeric string. I'd like not to lose this history but create an auto-number field from a particular starting point going forward in Zoho CRM Accounts. I'm told that I cannot create an auto-number field and import previous data for it thus I believe what I may need to do is create a formula to copy an auto-number field over to my current account
Need Proper Syntax when using "Contains" within the territory setup (Account Rules) / Using State for Territory Assignment.
Hi there. I am looking to setup territories within Zoho CRM. [Please not that I am not a programmer and I'm simply looking to properly use the functionality setup in the CRM] When I get to the Account Rule part, I am looking to input a string of States (since there is no picklist) to use as the Account Rule Criteria. What is the proper setup for inputting data to be associated with the "contains" option: Option 1: alabama, kentucky, ohio Option 2: alabama OR kentucky OR ohio Option 3: alabama;
Database management/email marketing for a unique business case
I'm working with an early-stage company whose business is in the professional media space. We're working through the buildout of their Zoho CRM environment. The way we've got it set up is one module for Influencers, one module for Media Creators (MCs), and one related module that stores Media created by MCs (an MC can have multiple Media associated with their record). The challenge I'm facing is wanting to be able to create filtered outreach lists of MCs based on a combination of fields between the
Video Tip #19: Back up your data using ZIP files
Hello everyone, We're excited to be back with our video tip of the week. We hope these tips help our WorkDrive community learn more about the essential features of your favorite online collaboration software. Creating a ZIP file allows us to combine multiple
Standarddeviation of distinct values?
Hey there, I want to get the average days between orders of a customer. stddev(days_between("Due_Date")) works just fine. However, some customers have multiple orders on the same day. Is it possible to only include the distinct values in the calculation? stddev(distinct days_between("Due_Date")) doesn't work in Zoho. Thanks in advance!
How add custom fields to Item descriptions in invoices and bills
Presently only the SKU field is appearing the description field. I want to add additional custom fields to there. Is there any way to do that in Zoho Books? I've seen other accounting software with this options.
List entry trigger: repeated submissions
Hello all, I've set up some workflow to manage the download of our content in the following way: 1) the person fills up a form 2) the data are pushed to CRM as lead, where they are tagged for a custom view. 3) Campaigns aquries the CRM custom view data via Integration. The lead are added to a List. 4) The List triggers a worflow which sends an e-mail with the link for the download My question is: if a person who as already filled the form and downloaded my file, fills up the form again, will he/she
Creating Zoho project when a deal is won
Hi all, I have used the below to create a new project in Zoho Projects when a deal is closed won in Zoho CRM. createMap = Map(); createMap.put("name",ProjName + " " + "AML/CFT audit"); createMap.put("description",Description); createMap.put("start_date",startdate.subWeek(1).toString("MM-dd-yyyy")); createMap.put("end_date",enddate.addWeek(3).toString("MM-dd-yyyy")); createMap.put("template_id",TemplateID); createMap.put("layout_id",LayoutID); createMap.put("public","yes"); createMap.put("owner_id",UserID);
ZoHo deluge time difference subform calculation error
Hello, I am using the below script to calculate the time difference for every entry in a subform row.Time_Sheet.Decimal=((row.Time_Sheet.End_Date_Time_of_task - row.Time_Sheet.Start_Date_Time_of_task)) / (1000 * 3600); however I am getting the "Variable Time_Sheet not defined"Time_Sheet is the name of the subform, how do I correct the error
Do I need a new license as a developer?
Hi Im working on the CRM for the client. The client has a license. Do I also need a license if Im working in the CRM? Ill only be doing about 5 hours per week on the project. If I use the client's login details, will it block her out of the CRM while Im logged in? Thanks
function to calculate minutes between 2 time fields
Does anyone know of a function to calculate minutes between 2 time fields? I have 2 input fields, one called LKW which is defined ans a Date/Time field and second is called ER_Arrival which is also defined as Date/Time field. I want to calculate minutes between the 2 fields and present that in a third field called LKW-Door. Can't seem to find a function that will work.
How to add someone elses writer document to my workdrive or docs?
I asked someone to write a contract for me in Zoho Writer specifically because Word Docs are so poorly supported in Zoho Writer... Now I can't figure out how to add the document she created to my drive... How can this be done?
Creating tasks cross-project on mobile app (needs to be easier for fast creating tasks cross-project (too many steps currently)
Hello, When creating new tasks on the mobile app, it would be really handy to be able to create a task (when being in another project) for another project, so the Project (and it's Tasklines) would need to be selectable. The flow would be in that case : > having mobile app open in a certain project > create a new task (+) > input Subjectd of task > field with current Projectname visible and selectable (dropdown) => being able to select different Project > if select another project => see dropdown-list
Workflow rule not executing
Hello! We have the following custom function run every time a sales order is executed or edited to calculate the gross profit. However, we get the error "Custom Function calculategrossprofit failed to execute for the workflow calculateGP". I've created
Jira Service Desk integration
I have created the Jira integration as explained here: https://help.zoho.com/portal/en/kb/vault/integration-guide/articles/help-desk-integration-password-manager#JIRA When I try this out, I get this error: The ticket exists and is in status In Progress. How can I solve this?
User already invited
Hello, I'm currently experiencing an issue, I am unable to add a user jordan@getkonnected.net as it says he is already invited.
Notification when a Customer signs up
Is there a way to configure an automatic email notifying me when a client signs up for my portal?
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