Custom Module - Word of the day #68
Zoho CRM comes with standard modules for Sales, Marketing, Customer Support and Inventory management etc. However, module requirements can vary widely from business to business. Custom modules give you the flexibility to create the niche solutions that maximize operational efficiency. With the Custom Modules functionality in Zoho CRM, you can develop new modules using built-in tools that need no programming skills. These custom modules can seamlessly integrate with core CRM modules and need not be
c# full demo app for books available?
Hey there I am new to Zoho APIs but not to integrations. Before I sit down with some raw code I was wonderng if there is any apps available to start from for API coding? Ideally I am going to create a souped up timesheet program with some features I need, like weekly timesheets with daily notes. I do see this on Github https://github.com/zoho/projects-dotnet-wrappers
Field hidden by rule does not capture value
Hi, I just discovered a weird behavior in Zoho Forms. I send a Forms that is propulated with hidden data through field alias (picklist 1, "Type" and picklist 2, "Who do you want to speak with?") The link looks like: link?picklist1=sumthing&picklist2=something Picklist 1 is hidden. If it's option one, then it shows picklist 2. If it's option two, it hides picklist 2. In both cases, the value prepopulated in picklist 1 correctly gets captured in Zoho Dorms. The problem is that the prepopulated value
Zoho mail > Multiple accounts help
Hi Zoho support , Ineed to know how to use multiple accounts simulltaneously inside your mail app. How is that possible ? Inside your app its just add user and switch , There's not desktop equivalent. I am using the free zoho mailbox plan. Thanks
Word to Zoho Writer
Some file distortions in converting word to zoho writer.
Dashboards
Hi Zoho team, Can i ask where I can click into and use dashboards? Since I can't find it on my home page...
Community Digest - June 2020
Announcements: We are elated to announce our most awaited features of 2020. Check out the posts below: Understand customers' expectations Offer a personalized selling experience Evaluate how your business processes are performing Improve work environment for your employees Here's a list of Zoho Marketplace releases: WeChat Pay, Bold BI and 4 more Zoho CRM extensions. Events module renamed as Meetings. The 'Need Help?' section inside the CRM profile page is revamped. Kaizen: Kaizen#34 - API Credits
Email Notifications Blocked! Need help ASAP
Hi I have been trying to address an issue for a month now and I need a resolution. One of my clients is not able to receive email notifications sent through Zoho. This means there is no way to invite them to use the application, and they can not receive email notifications when a record is submitted. The company has whitelisted the Zoho Creator domain as well as a number of IPs provided to me to give to the IT department. The IT person for my client asked if the server was located outside of the
Zoho Projects not accepting emails when using email while on BCC
I was wondering, is there reason why Project Email aliases do not work if they are copied into the BCC of those emails. One thing we do is send a status update to our (external) customers who most of the time do not have access to Zoho Project. I want to have these emails added to the forums of ZOHO Project, but I do not want to add the Project Forum email alias to the To or CC fields, as the customer will get a bounce email when he sends a reply-all. And as I said, I don't want to add the customer
Create ticket
Can I create and send a ticket to multiple email accounts or add them as cc?
Add CC address on Ticket
I would like to be able to include another user in a ticket for updated status. There is another program that we were using before we moved the Zoho that would allow for two things we didn't anticipate when moving. The first is I would like to be able to add a cc for users, for instance someone in a department might open a ticket, and then someone else might call with the same issue and I would like to be able to include them in any updates to the ticket. Currently a ticket is only open for
Unable to send mail after IMAP mail synchronizing
Hi Dear, After synchronizing with may zoho mail, I can check all mails in Bigin CRM. However I can't reply to those mails. Can somebody help? PS: I suggest the developers shall add Mails or Conversation on left side of boards for the users to check all mails conveniently.
Is There Live Chat Service?
I need to chat with someone on live chat, I read it is available but impossible to find. Have not had any luck getting a response out of the "24/7" support email either.
Connecting Zoho Creator to Zoho Books
I'm currently building a custom Field Service Management solution within Creator and I'm trying to decide if I should use Zoho Books or my custom application for our Customer Portal. We are a lawn company and my customers need to be able to see all billing and service history records, as well as submit support tickets, update cc info, etc. Should I use Zoho Books and send the service data from our custom app? Or does it work the other way around and I need to send Zoho Books information to my custom
Mulitiple Payment Mapping from bank statement for Single Invoice
Dear Team, I am very new to zohobooks and i am loving the features it has but recently i tried matching 2 payments for 1 single invoice from the bank statement. I was unable to do so. Can you please share the process for the same.
Cannot send or receive emails
Hi, I usually face issues in just incoming mails when my storage is full, but I have cleared storage and still cannot send or receive emails. This is a recurring issue. Please help urgently. Thank you.
Added zoho domain to cpanel but my website is showing error
Hello! I have added zoho html verification link my domain zaslinks.com but I am getting error as below while browsing the site This site can’t be reached zaslinks.com’s server IP address could not be found. Try running Windows Network Diagnostics. DNS_PROBE_FINISHED_NXDOMAIN
Attribute Error in handler.py
When i try to calling the .get_all_modules() it returns this error - ''AttributeError' object has no attribute 'message'` Below is my code and config CODE: crmsdk.ZCRMRestClient.initialize(config) resp = crmsdk.ZCRMRestClient.get_instance().get_all_modules() modules = resp.status_code Here is my config config = { "apiBaseUrl": "https://www.zohoapis.com", "apiVersion":"v2", "currentUserEmail":"my_mail", "sandbox":"True", "applicationLogFilePath":"", "client_id":"********",
Using common transition in blue print
1. After marking a transition as common, how can I use that transition in another place? In this example here I want to go from "Traitement" to "Closed" using the transition "Resolved" - which is a common transition. How can I go from "In Progress" to "Closed" using the same transition? 2. Can I add 2 different transition to 2 same stages? EX: I want to go from "Open" to "In Progress" with 2 different transitions "Non-critical" and "Critical - non general" Thank you for advising!
Zoho community email notification
Hi, Each time we subscribe to a post in this community we receive an email. In that email there is a link to the original post: But there is a problem with that link, it always sends you to the home page of this community (Welcome to Zoho Cares page) For example in my last post, the link on the "View this topic" button is the following: https://help.zoho.com/support/zohocorp/ShowHomePage.do#Community/singlepost/facebook-and-linked-fields Once you click on it, it redirect here (which if you open show
Publish selected CRM event to Google Calendar
Hi, I'm looking for a quick advice to guide me in the right direction on how to publish selected events in Google calendar. I have a custom module in Zoho CRM and for some of the records, I want to create an event that is synced to Google Calendar (which is published online). My idea was to create a checkbox that would trigger a custom function to publish the event on Google Calendar. And on the Google calendar, I only want to display events from that custom module and don't want to see other events
How do I fetch a specific record from Zoho Creator?
Hi, Since I couldn't pull all contacts from Zoho Books to Creator, I decided to create two lists and keep them in sync. Among other things, keeping them in sync means if a contact is updated in Zoho Books, the corresponding contact should be updated in Zoho Creator. But before I can update the record in Creator, I need to first fetch the correct record. So after digging through the available documentation, I came up with the following script. contact = customer.get("contact_name"); booksID = customer.get("contact_id");
Não estou recebendo emails
Boa noite poderia ajudar a configurar para eu começar a receber emails.
Removing Trial Accounts
Just upgraded my account for Zoho Commerce. I was creating a store and switched templates part way through development. The switching of templates really disjointed the formatting. I went to add another store and start the process over, and I was prompted to upgrade my account. I see that I have two trial accounts and one paid. Do I need to remove my trial accounts? If so, how do you remove the trial account? Or do I only get two stores with the paid subscription? If that is the case, I suppose
iPhones mail app not connecting to server
For more than 5 hours our iPhone mail apps have not been able to connect to your mail server. When will this problem be resolved?
i am sending mail but i can't receive mail from last one month totally distrub check plz @dolphinlifesciences.com doamin name
i am sending mail but i can't receive mail from last one month totally distrub check plz @dolphinlifesciences.com doamin name
Is anyone else having an issue with Cliq today?
It loads up very slowly. Message sending seems to fail for a while and, when it succeeds, messages are out of order.
Able to send but not receive
Hello. I am able to send emails but not receive. I verified my domain using TXT and it got verified, but then I accidently removed it when I noticed other txt records were added unrelated to my domain. Now I can't seem to "re-verify" the txt records. I also added the MX records.
Uninstalling extenstion(s)
I started a copy customization process but it cannot be initiated because I was told to uninstall the . Calendly extension for crm zoho . icetrack sms How do I do this please Thank you
I want to Clear rows in Subform
I want to Clear rows in Subform https://www.zoho.com/deluge/help/miscellaneous/clear-subform-rows.html What's wrong with this code? The console message is "Failed to save the function Error occurred while performing this action." response = zoho.crm.getRecordById("Deals", "1697425000011719081"); Event_Components.clear(); return(response);
Why is WorkDrive so slow to display links for videos?
I am a very long time Dropbox user and today I started exploring WorkDrive from Zoho. My first test was to upload an MP4 video file and noticed that WorkDrive took at least 5 minutes [after the video finished syncing] to display the "Copy WorkDrive Link" contextual menu item. With Dropbox this appears immediately even before it finishes uploading. Why is WorkDrive so slow?
Single Line Invoice against multiple Expenses
My client would like me to invoice them for multiple expense items on a single line item on an invoice. Can this be done? I know I can import billable expenses to an invoice, but I don't know how to show them as a single line item or have them be marked as reimbursed when that invoice is paid. Any ideas?
Barcode
Hello, In a barcode scanner, initially i have set up the scanner like when you scan the barcode it should straight go to the next field below the previous field so it means for the browser we have used enter button and for zoho it means i have submitted the form. So basically unless, Zoho doesnt update their function on enter button this is not possible on zoho. But i think there is a workaround for this like when i scan the barcode On User Input it should straight go the field i point out at using
Error Message - User Unable to login
One of my newly created users received the below error message: Can you please advise what the issue is and how I fix this problem. I had previously set this user up in zoho mail, using this email address, as an admin, however we have reached our limit on the number of users in zoho mail. Please advise.
Date reverts to today if you change resource.
There is an irritation I have found while testing the Workspace booking page. When customers use Workspace Booking Page URL, it shows the drop down with 3 resources to select from, eg 1 of 3 tables. In our particular situation it does not matter which table is selected. Customer can selects any one of the 3 tables... selects the default option, which is likely to be the first default selected choice, then moves on to select the date they require... They see the times available, in the drop down.
Formula field: referencing to parent module's fields
Please advice on the following scenario: There are two custom modules created: Device, Subscription. Device-Subscription is child-parent relationship (subscription can have many devices): device has 'subscription' lookup field. Now for device module I need to add field that refers to subscription.'start date' field (just for convinience) In order to do this for device module I create field of formula type and set the following expression: ${Devices.Subscription.Start Date}. but the validation is
Copying field from one module to another with letters like &
I have a custom function that copy fields from Account to Contacts (and opposite) as a workaround since we can simply use a formula to display the field of a parent module. All worked nicely until a customer added a symbol & in a field. The function just fail. How can I fix that?
Is it possible to Share All Contacts, but hide All Emails attached to the Contact?
Is it possible to Share All Contacts, but hide All Emails attached to the Contact? If so, how?
lost zb**** code
Hello, I have accidently deleted the Verification CNAME record of zoho from my Godaddy hosting panel. Now i need to fix this but i can't retreive the ZB*** code i previously had and the domain still shows its verified. could you tell me if this is a problem? and how to generate a new code to add the record back to godaddy? many thanks
Where are the field names for functions in CRM?
I'm admittedly a rookie at functions, but I am trying to confirm/modify field details in an existing function that's not working properly. I know there is a place in CRM where I can find the list of the system names of my fields. I thought it was under Modules>Fields adjacent to the related field labels, but I'm not seeing the list there anymore. Can anyone help? Thanks!
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