Support partial search everywhere
it would be very helpful to support partial word search on all search boxes to make zoho even more easier to use. we want to search for jobs in porterville for example. would be quicker to be able to search for "porter" and it search using that. now it just returns nothing. its a simple reg. expression implementation. lets do it!
Zoho Integration with ActiveCampaign
When Adding a contact in Zoho creator it should add automatically on ActiveCampaign. For that I am using workflow but it always returns:- {"errors":[{"title":"Email address is required.","detail":"","code":"field_missing","error":"contact_email_was_not_provided","source":{"pointer":"/data/attributes/email"}}]} I am using this code :- m = Map(); m.put("email","abc@gmail.com"); h = Map(); h.put("content-type","application/x-www-form-urlencoded"); response = postUrl("https://shobhitagnihotri123.api-us1.com/api/3/contacts?api_action=contact_add&api_key=d13fe84cffb52d11060b3daadc75172982e4e16d21b3f57b5b1c09363a041fe2aa779aee",m,h,true);
My Zoho Story#3 - Hannah Eversole on Zoho, the need for remote collaboration, and adaptability in 2020
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. This interview features Hannah M Eversole, Global Strategy Analyst at Accurate Technologies Inc. Hannah is the driving force for Zoho in her company, implementing Zoho for various aspects of their business. Hannah also talks about the need for remote collaboration for businesses in 2020 and the solution offered by Zoho with its wide
Multi-Select Data in Charts - How to?
Hi - I have a simple asset library (1k records) where I track things like asset type, and date. There are some fields that are multi-select (like which product an asset relates to, it can be more than one). How do I graph multi-select fields? This is a critical feature for my app.
Change Online Chat Field Fonts
Hello Does anyone know how to change the font of the text on the online chat fields so they match the header and also module fonts at the bottom. Have tried uploading CSS but that did not seem to work to change the font - but could change the colour (just to test) TIA Stuart
Twitter post unable to publish
Hi, Ever since today, this error has been popping up as I try to publish a Twitter post - What's the problem? I have a client waiting for content so help would be a appreciated ASAP. Thanks, Michael
Calendar - Word of the day #69
Plan your demos with prospects, calls with customers, training sessions, and just about anything sales-related using Zoho CRM's built-in calendar. You can use your group calendar to check a lot more than just your colleagues' availability to attend calls or meetings. Filter your colleagues based on territories and other relevant criteria when you have to pass on specific information. Call prospects directly from your calendar and avoid the hassle of searching for phone numbers. Turn a one-time event
Importing Facebook Messages into Zoho Desk via API
We've turned on the social channel integration for Facebook and it's updating with new private messages coming in and that's great. However, we have 2 years of messages we'd like to import in here so our staff can go through them and make tickets as needed. I'm able to get a JSON object from Facebook of this data, but I don't see anything in the API docs regarding the social channels or private messages. Is there a way I can get this done? Thanks!
Scoring Rules for Calls
In Zoho CRM Plus | Setup | Automation | Scoring Rules, I am trying to assign points for Call Activities. In the Leads database, I see a section named Calls. The only variable listed is "Missed" We have Ring Central integrated into Zoho. I want to add points to leads based on activities for calls. For example, if an outbound call lasts more that 2 minutes, I would like to add 2 points to the Lead. It appears that the best way to set this up is the Zoho Motivator tool. In Zoho CRM Plus, there doesn't
Bookings Issue..Add to google calendar puts it at the wrong time
Please see attachment but it is putting it at GMT not CST
passing parameters on embedded forms and reports
hi i have 2 forms and a report embedded on my website and i want to pass parameters between them. i was able to do it on zoho platform by writing open url script on the first form to call the report and then writing a custom action function on the report to call the second form but unable to do it after embedding them to my website. thank you for your help.
Admin Stepping Down from NetworkQuestions
Our network admin is stepping down and will be disabled from the network in a few weeks. My questions that I cannot seem to find answers for. 1- Our admin has set up our processes, files and manuals. She has conducted surveys for meetings and posts. Will all of her activities be available to the network when she is disabled? 2- Is it possible to edit her login email address to "move" her user to her replacement? I can see I can edit Name and photo but cannot see the option to edit email address 3-
Mayday! Echo issue hours before the live broadcast
I need help, please. My first online live class it today in several hours. I launched a quick test session and to my despair, hear a terrible echo of myself speaking, even before starting the broadcast when audio and video settings are displayed. What should I do? I emailed the support a little while ago, and right now on the Zoho general phone support waiting for almost half an hour for someone to pick up... I don't want to show up like this to my first students who paid for this class...
Bug: filtering by due date fails in Zoho Desk API tickets search endpoint
Steps to reproduce: GET /api/v1/tickets/search?limit=100&dueDateRange=2019-06-30T16:40:00.000Z,2019-06-30T16:50:00.000Z&sortBy=createdTime Result: the response returns all tickets from the beginning of time, regardless of due date. Expected result: it should only return tickets whose due date is between 2019-06-30T16:40:00.000Z and 2019-06-30T16:50:00.000Z. It was working perfectly fine until today (30/06/20) around 11:55 UTC, when it suddenly started ignoring the dueDateRange query parameter. Probably
Keeping Inbox and other key folders visible
How can I keep the inbox/sent/deleted/etc visible while I scroll down through personal folders? If I need to move my personal folders from the FOLDER section to keep the inbox visible, how is that done?
Continue display of the next form field on the same line.
I want to be able to design my forms to logically use the space on the page with some lines containing one field, some two, and even some three, horizontally. My forms are so enormously long because a whole line is wasted for one small field. I am aware of the two column option, but I can't place my fields where I want them, they just start at the top and cluster together. One column only and two columns only is not friendly at all to the way forms look in reality. Please add the option to continue
Vault showing offline mode since Chrome update
Hi there, Since I updated Chrome this morning I can no longer use the Vault extension. When I click on it, it shows Offline mode. I type in my passphrase and it shows an error saying I need to login online first. I cannot see an option to do that, plus I use it online several times a day. I have logged on to vault.zoho.eu and that works fine. I have removed and re-added the extension from the chrome store and tried restarting but no luck. Thanks Craig
Two level sorting in Zoho Books reports
Hi, It seems that the reports in Zoho Books are limited in sorting capabilities. I want to be able to sort by account code and then by date. Is there any way to do this? Additionally, I want my account code to always show up as a column in my reports instead having to add it in every time I run a report - is there any way to fix this / change the default view? Thanks, Bari
error 554 5.1.8 email outgoing blocked
¡Hola! Con uno de los usuarios no se puede enviar ni recibir correos. No ha superado los 5g de la capacidad limite, los datos spf & dkim estan configurados correctamente, me ayudarian a solucionar el incoveniente por favor
Profit Margin Column with Percentage (%) Column while creating Estimates.
Feature required: Profit Margin Column with Percentage (%) Column while creating Estimates. So, apparently we could see how much we are earning or saving while making quotation. After wining that quote and spending cost; at end of all we could compare Cost & Profit like quoted price vs actual spending (Variance Analysis). Same Feature available in Quickbooks
Zoho API C# Sample Code
Is there any C# Sample Code to working on Zoho Remote API for lead Generation insert/update/delete. Regards Shyam
Send workbook draft attachment through email
Hi I love your platform, i saw a code to send the worksheet as an attachment through email like this ThisWorkbook.HasRoutingSlip = True With ThisWorkbook.RoutingSlip .Recipients = Array("xxx@yyy.com","zzz@yyy.com") 'Can send mail to multiple recepients .Subject = "Task completed" .Message = "Mail content" & Target.Row 'Sending cell value in mail '.AttachWorkbook = False ' By default the file will be attached in the mail. If it is not needed then send ' .AttachWorkbook
How to get total record county for application
Hello all, I'm sure this is a simple question but, I have an application built in Zoho Creator Premium and I'm signed up for 3 users (25,000 records per user). I'm planning on importing new records into the application but want to make sure I don't go over my record count since as of now I have 75,000 records at my disposal. I'm wanting to import some records from a past database we used to use (300,000 records). I want to import a couple thousand just to show my employer that it would get beneficial
Zoho Books Opening Balance
How can I get opening balance of contacts of current financial year? For example: Contact A opening balance on 1st April, 2019 was 100 and an invoice of amount 100 was generated on 1st April, 2019. So total closing balance now will be 200. So here I need opening balance amount 100?
Sending email with ThisWorkbook.Route problem
Hi i love your platform, i have this code: Public Sub email() ThisWorkbook.save ThisWorkbook.HasRoutingSlip = True With ThisWorkbook.RoutingSlip .Recipients = Array("gfdsgdsf@dsf.com") .Subject = "l" .Message = "" .AttachWorkbook = True End With ThisWorkbook.Route End Sub The problem is, when i am loggen in it works, but when i am logged out it gives an "unknown error" on the ThisWorkbook.Route line and the email isnt sent can this be fixed? Thank you very much.
Changing ticket contact without changing "Channel"
The quick version of our question: is there a way to reassign tickets in the "Email" channel to a non-email "Contact" without changing the ticket "Channel" to "Phone"? Context: My property management company uses Zoho Desk to manage email requests from tenants. Usually, tickets come directly from tenants, but occasionally they instead come from third parties (like caseworkers) who handle communication for multiple tenants. Since the tickets come from third parties, they are initially tied to an "Account"
Zoho Forms to Zoho Desk Integration - File Uploads/Attachments?
Both Zoho Forms and Zoho Desk have the ability for a customer to upload/attach a file using a web form, and there is built-in integration from Zoho Forms to Zoho Desk, but the uploaded file in Zoho Forms does not make it over to Zoho Desk. Am I missing an integration step or configuration? Or is the integration between these two Zoho apps just not complete or seamless (yet)?
Simple improvement for the deal page... potentially a huge time saver!
Hi, currently when viewing a deal, it shows the contact person. Can the mobile number be made so that it works with click to dial? I'm referring this this number here... .. can it function so that it works like clicking the phone icon here: It's going
Handshake mode
Hi, I was looking into this mode: https://help.zoho.com/portal/en/kb/desk/getting-started/home-interface/articles/ticket-queues-for-zoho-crm And it seems like handshake mode sort a contact as a customer base on the fact the contact has a won deal. This
How to export deals by product?
Hi there. I'm using zoho, and I need to export all my deals to analyze them with Power BI, but when I export my deals, I get one row per deal in which the ammount is the sum of all the products on that deal. What I need is to get a row per product per deal. Is this possible? Example: I have a deal associated with 2 products (each one with an ammount of 500). What i currently get is: Deal 1 | Ammount 1000 What i need: Deal 1 Product 1 | Ammount 500 Deal 1 Product 2 | Ammount 500 Thanks in advance
Why the maximum characters of text Box (Multi line) in commerce is 200？
Hello, Could you tell me the maximum characters of text Box (Multi line) in commerce? We upload data in text Box (Multi line) through Commerce, It alert "Please ensure that the value has less than 200 characters.", But the maximum characters of text Box (Multi line) in inventory is 36000, I think that it is impossible be 200 characters in text Box (Multi line), It must be a bug, Please check with your team. Hope your reply, thanks.
'Sign in with Apple' is now supported in Bigin app
Dear users, In the latest version (v1.1.6) of the Bigin iOS app, we have brought in support for an additional mode of gaining access to Bigin app. You can now sign in to the app through your Apple ID using 'Sign in with Apple' option. It is easier than ever for small businesses to manage their customers. You can update the app to the latest version directly from the App Store or using the link given below: https://apps.apple.com/us/app/bigin/id1454212098 I have attached the screenshot below for
Invoking Zoho Standalone Function as an API, but passing it parameters.
Hi everyone! So I've recently come around to appreciating how useful it is to be able to invoke functions as a rest api. I use a separate service where I run a Python script that invokes a Zoho function as an API. For those familiar with Python, I basically just use the requests library to make a post request, and pass the parameters as a dictionary, like so: requests.post(zoho_api_url, params = dictionary_of_params) In my zoho standalone function, I then build the params accordingly, creating them
1:n relation between forms and data assignment
Hello together, At the moment, I have three forms: Form: New Contact Form: New Car Form: New Car Rating In the 'New Contact' form I can create a car by subform 'New Car', so the created Car should be assigned to the Contact. In the 'New Car Rating' form I can choose a Contact by lookup-field. And now, I need a dropdown-field for choosing only the cars which are assigned to the choosen contact. I hope everybody understand my problem. In summary, I need a 1:N relation between Contact and Cars and a
Timestamp
Might it be possible to add a timestamp button? I use Zoho for journalling and would find this most helpful. If you could select how the timestamps would look that would be way cool as well. So, depending on the need you could have timestamps that look like any of the following: 08/09/2006 or 09/08/2006 for non-US users 08 August 2006 August 08, 2006 08 August 2006 08:45 For my needs, time in 24 hour notation works fine, but others might like it in am/pm form. At any rate, that feature would be most
TransMail - Duplicate notification emails
Dear users, Thanks for your continuous support to Zoho and our services. We would like to apologize for a minor inconvenience caused to some of you, where you might have received duplicate copies of the same notification or alert emails triggered from our services. Zoho TransMail is the transactional email service used by Zoho Services, to send transactional emails (notifications/ alerts/ service messages) to our users. These Zoho services use the APIs of TransMail to trigger emails via the Transmail
'Events' module will now be renamed as 'Meetings' in the CRM mobile app
Hello All, We have now renamed the 'Events' module in the CRM app as 'Meetings' as it is often misinterpreted for user conferences, social occasions etc. This change is applicable to both iOS (v3.5.19) and Android (v3.4.8) app. You can download the app directly from the respective App/ Play store or using the links given below: App Store: https://apps.apple.com/in/app/zoho-crm-sales-marketing/id444908810 Play Store: https://play.google.com/store/apps/details?id=com.zoho.crm&hl=en_IN All
Community Digest: un resumen de junio de 2020
Community Digest de junio de 2020 ¡Hola, miembros de Español Zoho Community! Acabamos de dejar un mes de junio que nos ha traído muchas novedades, nuevo contenido, y nuevas consultas por vuestra parte. Hoy voy a intentar reunirlas en este post, donde no sólo mencionaremos novedades dentro de la comunidad, si no también alrededor de Zoho. ¡Así que estad atentos! Este ha sido el mes de junio de 2020 en Zoho y en Español Zoho Community: En el apartado de anuncios, tenemos dos buenas noticias en torno
Final approval sends notification to previous approvers instead of the estimate owner
Hi, We set a 3 level approval for our document. When a sale created a nuew document, each of the 3 approver approve the document and the document creator receives a notification his document is approved. But, when the second approver uses FInal approval: - the third approver is skipped - the approved notification is sent to the first approver, not the document creator When the third approver uses the Final approval: - the approved notification is sent to the second approver, not the document creator.
CUSTOM MESSAGE REPLACEMENT/TRANSLATION
Dear Support, On Mobile SDK / Website, when the website language changes, default messages and chat widget properties are translated automatically, But if you use, custom messages, you have to create another website on SalesIQ (Mobile or Web) or you should not use any customized message if you want to serve in different languages A few months ago; Desk Team has created a Beta Version of Multilingual Knowledgebase which gives customers to manage all the articles in different languages. A system like
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