Attach Files or Photos to records using Zoho CRM Developer API
Attaching files to records directly from your desktop to a record in your CRM is easy. But then, what happens if you want to attach files from an external service? Let's say - you have connected your CRM account with an Invoicing Application using our Developer API. You want to attach all invoices to corresponding records in your CRM account. Our Developer API now has methods that let you do this. uploadFile Method The uploadFile method lets you attach files to records. When files are uploaded,
Problem with Mass creation of invoices
I have a script to generate an 'x' amount of invoices. Recently I'm facing the problem where in example, if I tell the script to create 120 invoices; the script stops working when it creates 70 invoices, and the rest don't get created. The script used to work fine and could create even up to 160 invoices. Below is the following error, and an example of the script that creates the invoices. Error details: Error in executing On Edit - On Success script. Value is empty and 'get' function cannot be applied
Contact List in Account View
Is it possible to change the fields that are displayed under a contact at the very top of the Account view? Currently, it lists the contact name in bold and under has phone number and email address. Can their Title be added in that space as well? If not, is this something the developers could think about? It would be immensely helpful to us!
Get contact_id from zoho books to custom field Workflow Rules
Hi There I want to update the field " zoho books ID" I create at accounts models how I can get the record from Zoho books to Zoho CRM through workflow rule and actions functions or webhook any idea ?
Tips on managing Facebook comments
Hello, Looking for any tips/advice on managing comments to Facebook posts. We have the integration with Zoho Desk enabled and this seems to work fine for Direct Messages but for comments against one of our posts we cannot see any replies. All the comments against a particular post do not appear either - we have converted the post to a ticket but we can only see some replies. Any further guidance out there that could help? Stuart
Contact Reasons - Tickets
Hi, what is the best way to mange 'contact reasons' for tickets? So at the end of the month i can report on how many: Billing enquires Sales enquires Question about deliveries etc Should i use tags? or something else? thanks
Deprecating support for older desktop email clients on older versions of Operating Systems (OS)
Hello everyone, Greetings from Zoho Mail team. Who is this post applicable to: This post is applicable to you if you are accessing your emails via desktop email clients like Outlook, MacMail, Thunderbird etc via POP/ IMAP. In case you are using only your webmail via www.zoho.com/mail in a browser or/and use the native mobile apps, then this post is not applicable to you. Even when using mobile clients like Outlook/ MacMail/ Thunderbird, if you are using the latest versions of the applications
Customer function - How to get current user id?
Hello, I wish to create a new record in a customer module and set the owner to be the user performing the action. zoho.loginuser, zoho.loginuserid appear to give a string and email address respectively, and not the long int required by SMOWNERID. Any ideas please? Simon
jQuery UI plugin
Hi Team, This is regarding jQuery UI Plugin. I installed this plugin via NUGET (Install-Package jQuery.UI -Version 1.12.1.1). But, couldn't find jquery-ui.min.js file. Please look into it. Regards, Venkat.
WFH Tip 20: How can you tweak the Zobot codes according to your requirements?
Greetings from Zoho SalesIQ! As all of you know, Zoho SalesIQ has a wide range of code snippets and Sample Scripts that you can use as references when you start building a Zobot. These code structures have numerous possibilities in store for you. All you have to do is copy-paste the sample code from the respective section and make changes according to your requirements. Say, you own an online clothing store and are trying to set up a Zobot to assist your website visitors. You want the Zobot to start
ZOHO DESK - do not check email
I can't check my sender email, always with an error. * Everything is fine with the email provider
Zoho Desk
Dear, Is there a know implementation where Zoho Desk users are authenticated by SSO by KeyCloak IDP ? I'm wondering if this work. Thanks in advance
Wiki in Zoho One
The last update I can find on these Forums indicates Wiki iswas due to join Zoho One in March but it doesn’t appear to have happened yet. Any updates?
Quote subject names and quote pdf names don't match, file name is truncated
How do I make the file name exported match the number of characters that are in the quote subject? The file names are less characters after the zoho update.
Trigger workflows from assessments
Hi Zoho, I'm not sure if this is already possible, i was wanting to trigger workflows from questions in an assessment. I know that a workflow can be triggered by an assessment attached to an interview by using the interview status however i was hoping to trigger workflows from different questions in the assessment and not just the interview status. Thanks Evan
Problems in Setup of outlook 2016 imap with zoho account
Hi Can anyone assist me?I am new to ZOHO today, I have setup email addresses etc. with my domain and verified etc., however when trying to setup on outlook as an IMAP account, during the account test stage I keep getting an error message returned stating that 'outlook cannot connect to your outgoing (SMTP) e-mail server'.... I am using Outlook 2016... Can anyone point me in the right direction? Cheers Denny
Zoho Projects does not work in Teams Mobile
When I open the Microsoft Teams app on my android device the Zoho Projects tab is missing.
Every email says "sending" and saves as draft, but also sends the email...?
So every email I send will show up as having gone out in the sent folder (and it has) but in the Compose section it still says the message is not sent. This means every email I write I have to click cancel, discard the draft and then check the sent folder. ?
Possible to only disable some keyboard shortcuts?
There are a few keyboard shortcuts I would like to disable altogether so I don't activate them accidentally. I know I can change them, but can I just disable some of them? I do NOT want to disable all of them, I know that is possible. Thanks
Webhook Reset Parameter Values?
So I am working in flow and I went to test my changes and the webhook lost all of its parameter values and is now acting like I'm in the potentials module for some reason.
Where do you go after Zoho Recruit?
The system is too flakey and everyday is constant battle. Has anyone else thought of moving systems as yet and if so where are you going?
Portal url can't customize and not working
Hello, We just know subscribe Zoho standard plan and can't access zoho portal url and can't add custom fields on job application. How can we do that. Please help us
Conditional switching of mandatory field status
Hi I have a form that requires a number of fields to be hidden depending on the selection of a yes/No radio button field, ie if the radio button selection is "no", then about 6 other fields are not necessary and must be hidden. Obviously, if the fields which must be conditionally hidden are defined as mandatory, then on submit, errors are thrown for each of those hidden fields. Conversely, if the radio button selection is "yes", then all fields must be shown and they must be required fields. Is
Self Client, Zoho Projects, and User-level authentication
Hey everyone, I'm new to this style of development, and have some questions. I'm looking to develop a C# application that hooks into a company's Zoho Projects to read/write/do whatever. I have a Self Client setup, and the OAuth2 working just fine. What I'm looking to achieve is require the users of the application to authenticate or login using their Zoho account against the company's project permissions. I may be poorly wording it, so for example. - I launch the application, and generate the application's
Alerts on Polls
Hello, It would be a very good feature to have email alerts or some kind of alerts on the Polls feature. I get a lot of answers on my website and a lot of them are leads giving their email to be contacted, i need to have real-time alerts to contact them... It would be great to have it. Thanks
Intigration with facebook
Hi, This is Surya, I am trying to integrate with Facebook and i want to post an image to Facebook from the creator using deluge [The image was already uploaded to creator using image field from local storage]. It is working when I use an image URL from external sites. But I can't post the images that are already uploaded to zoho creator.Please give me a solution for this. Regards, Surya.
Cannot create connection between Zoho Flow and Zoho Bookings
I'm trying to create a connection between Zoho Flow and Zoho Bookings, however Flows give me the error: Zoho Bookings says "null". Am I doing anything wrong or should I change anything in either Zoho Flow or Bookings?
Tip - 45: Custom Views in Zoho Projects
Perspective differs from person to person. Customizing your project makes it unique and helps you implement your own perspective. Besides the predefined views, you can now create your own custom views for Projects, Tasks, and Issue as per your preference. Consider a scenario. Monica owns a construction company and wants to keep track of projects that have exceeded the budget. She chooses Budget Health from the predefined fields and filters the projects with cost overruns. She saves this as a custom
Tip #5: Segmentación de audiencia efectiva con Zoho Campaigns
Tips and Tricks #5, adaptado de Annet M ¡Hola! Las listas de segmentación de correo electrónico ayudan a los profesionales del marketing a comprender que detrás de cada contacto hay personas, con sus intereses y preferencias. Conocer estos datos y distinguir estos grupos nos ayudan a crear campañas de email marketing hechas para ellos, que resultan en campañas más efectivas. En el tip de hoy veremos cómo podemos segmentar nuestras listas de contactos con Zoho Campaigns. Tip #5: Segmentación de audiencia
Removing or Hiding Already Opened/Viewed Notifications?
Is there a way to remove or hide items from the Notifications menu that have already been viewed? I would like to see only the notifications that I have not already looked at/acknowledged since the last time I opened the menu.
¿Como enviar la satisfacción al cliente a mis usuarios finales?
Como habilitar la opción de enviar la encuesta de satisfacción al cliente a mis usuarios finales'
Zoho Bookings | Scheduled downtime for EU users on September 27th, 2020.
Dear Customers, We want to make you aware that we've scheduled a maintenance activity at our EU data centers on Sunday, September 27th, 2020, from 1:30 AM to 1:45 AM CEST (Central European Summer Time). During this period, Zoho Bookings will be completely unavailable for the accounts in our EU data centers. This means that the following will be temporarily inaccessible. 1. Your Zoho Bookings account 2. The booking page links 3. APIs, Integrations and calendar syncs Note: Everything will recover back
Can multiple users post facebook lead ads from the agency platform?
seems like only one of my admins can be connected to a brand's facebook lead ads at a time. even though i own the account, i cannot create a facebook lead ad myself for one of the brands we are managing.
Critical Change: Deprecating Support for Authtokens
Dear Zoho Desk extension developers, We would like to inform you about a critical change related to how you use Zoho Desk's REST APIs in your extensions. We are deprecating support for authtoken-based authentication and switching completely to OAuth tokens. (For more details on why we are making this switch, please refer to this announcement.) Who all must take action immediately You need to implement this change as soon as possible, if: Your Zoho Marketplace extensions use Authtoken-based authentication
Customization of client portal
There is no option to customize the client portal. I need to have the ability to decide what all information I want to show a particular client, and this may change from client to client. Currently the client can see candidate details, which I don't want to share with them. The ability to customize should be there for the client portal.
How to move dates and how to export tasks keeping several task levels/hierarchy.
Hi, I would like to ask: 1. If a project is delayed, ie 12 days, is there any automatic function that moves forward every task, subtask and milestone 12 days? 2. I have problems exporting both the Task Lists and the Milestone Gantt charts. They can be exported but the file doesn't represent the task levels accurately. The Task List exported in .xls or .csv doesn't keep task hierarchy. And the Gantt chart exported in .pdf lose one or two subtasks levels, showing several levels like if they were at
Triggering Zoho CRM workflow based on incoming webhooks from other services.
We have a module set up that creates a record of SMS sent via Twilio. On Twilio's end, whenever the status of the message is updated (e.g. from "Queued" -> "Sending" -> "Sent"), a webhook can be sent to a specified URL. Our plan is for Zoho CRM to be the receiving point of this webhook, so that we can then trigger a function from the webhook event, which then updates our CRM record of that SMS. Bizarrely, I haven't been able to find a way to receive a webhook through Zoho CRM yet. Given that there's
Tip of the week 72- Things to remember before you plan out your re-engagement campaigns
In our last tip we discussed about the best practices for crafting the content of a re-engagement campaign. Today we will look at some of the best ways to help you strategise a re-engagement campaign. The major challenge of re-engagement campaigns is to successfully re-engage inactive or less active contacts. Sounds challenging? Well, it is a bit but definitely not impossible. Here are some of the best practices you can follow while planning to start your next re-engagement campaign. Segmentation
Pagesense Countries
Hi They say USA, but these pages are only on Google Ads and location is Sussex, UK, so that is not possible. Can you check? Thanks Dave
Zoho One | Creator Service scheduled downtime for EU users on September 27th, 2020 from 1:30 AM to 1:45 AM CEST.
This intimation is regarding a scheduled maintenance activity for the Creator Service at our EU data centres on Sunday, September 27th, 2020, from 1:30 AM to 1:45 AM CEST (Central European Summer Time). During this period, Zoho Creator will be completely unavailable for the accounts in the EU data centres. This means that the following will be temporarily inaccessible for these accounts: The Creator applications and their schedules, integrations, and APIs. The custom applications available under
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