Find "closest" previous record that "matches" the current record
Has anyone (Damien Cregan?) found the best way to find the "closest"/"nearest" previous record that matches the current record without getting the "x is an empty set and values cannot be retrieved" error? For example: RecordSet = FormA [Criteria 1 == x && Criteria2 == y && Added_Time >= "some date"]; for each record in RecordSet { if record.Field == SomeCriteria { PreviousRecord = FormA [Field1 = record.Field1 && Added_Time < record.Added_Time && ??????]; } } This works in some situations,
Zoho People Leave Calendar intergartion into Zoho Mail Calendar
Hi Is there a way for all leave application that are processed through Zoho People to automatically updated into a Group or Individual calendar in Zoho Mail/Calendar? At the moment we have to view multiple calendars which is frustrating Thanks
Styling Forms Embedded in Website with iFrame
Hi I'd like to know if there is a reference guide somewhere that shows the options for editing form styles for forms embedded on website using an iFrame? My current embed code is: <iframe height='600px' width='100%' frameborder='0' allowTransparency='true' scrolling='auto' src='https://creator.zohopublic.com/carlnathanbird1/sailing-school-bookings/form-embed/Website_Booking_Form/692JXDM3SRfakBMp1Ydat8HR53WmYG7jeEGhVPMvEydfsF8MT8kSjTVCHXybnfTOxrDCwaC8uvyTtaSZtjy8E6Zx1rQNupsAs3BE?Course_Page_input_through_URL=RYA
Can not remove user...been locked out for weeks...
I am the super admin and co-incorporator. The other founder has left the company due to embezzlement. The user was admin of a few modules. I am locked out of several modules still. I have asked, emailed, waited on calls from zoho. I can get level 1 service to tell me they'll be in contact soon. Thats all the support I can get. I HAVE BEEN LOCKED OUT OF MY BUSINESS FOR WEEKS WITH NO HELP FROM ZOHO. I AM GOING TO GO OUT OF BUSINESS OVER THE LACK OF CUSTOMER SERVICE!! This is seriously going to cost
We need to generate negative amounts - tax reduction in Germany
Due to the sales tax reduction in Germany, which will come into effect tomorrow, we have to make some cancellation calculations in Books and generate negative amounts. Books currently do not allow this (Message: please make sure that the total amount is greater than or equal to zero), neither as a credit note nor as a cancellation invoice. We urgently need support here what to do!!!
Questionnaires
Hi, I need to create questionnaires that I can send to potential clients and I wanted to know if that can be done in forms or surveys? Also, can that be used in flow to send when contact from from website is filled out? Than you!
Widget Frame Size
I've created a widget for my app but the frame that it sits in doesn't fill the page. In the Page Builder widget height is set to auto. This seems to set the height to 700px If i change this and specify a height then this changes the frame size but I don't want to specify a fixed height, i just want it to be 100% of the container Is this a glitch or am I stuck with this?
Where have 'Contacts', 'Notes', 'Tasks', etc. gone?
In Zoho-Mail there used to be easy access to 'Contacts', 'Notes', 'Tasks' in the menu at the left side, but now I can not find it anymore? Where is it? Why has it disappeared?
Tips and Tricks #26: Three WorkDrive features to help you save time
Hello everyone! We are back with an exciting tips and tricks post for this week. In case you haven't read our previous WorkDrive Tips and Tricks articles, you can find them here. Today, we will be exploring three WorkDrive features that will help you
Celebrate National ESign Day with Zoho Sign
Hello, It's National ESign Day today, and there cannot be a better occasion to talk about the benefits of using e-signatures! National ESign Day is observed on the 30th of June every year since 2000 when the ESIGN Act was passed by the US Congress. This granted legal recognition for documents signed using electronic signatures and kick-started a global movement towards paperless signing across industries. Zoho Sign, Zoho's digital signature application, has already transformed thousands of businesses
CATEGORIES DISPLAY PAGE ON ZOHO COMMERCE
CAN I EDIT THE GENERATED PAGE FOR MY ONLINE STORE CATEGORIES EVEN IF I CAN ONLY A SIDEBAR. I HAVE TRIED EVERYTHING I CANT EVEN EDIT ANYTHING
Restore data of ZOHO Analytics
I did a data synchronization of ZOHO CRM to ZOHO Analytics where I unmarked a some tables in the synchronization, this action deleted graphics, dashboards and querys in my ZOHO Analytics account. In the trash are my graphics, dashboards and querys but I can't restore. I received this error: Sorry, view(s) cannot be restored. All or some of the selected view(s) have dependency over deleted columns of tables in a integration workspace (setup pulling data from another application), hence cannot be restored.
How to remove from emails sent from Zoho CRM "via mailer3.zohocrm.eu "
Hello, I am looking for how to remove this information "via mailer3.zohocrm.eu " when I send an email from Zoho CRM to my leads with Gmail account? Many thanks
Reporting Emails tracked with Plugin-Outlook
I was guided towards the filter below as a way to report on emails sent using the Oulook Plug In. I get nothing back. Is there documentation on how to use the plug in to track emails?
Error - Null value occurred while operation division
invoiceID = invoice.get("invoice_id"); invoicedate = invoice.get("date").toDate(); organizationID = organization.get("organization_id"); customerID = invoice.get("customer_id"); invDetails = zoho.books.getRecordsByID("invoices",organizationID,invoiceID).get("invoice"); lineitems = invDetails.get("line_items").toList(); iList = List(); info 'hello'; for each find in lineitems { imap = Map(); itemtotal = find.get("rate").toDecimal(); <collection>.get(<expression>); item_custom_fields = find.get("item_custom_fields").toList();
Lead Conversion
My company only had deals with Customers through Accounts. More like Lead Prospects Accounts Deals. How can I accomplish this and still have tracking?
Custom Solution limitations: Is my work down the drain?
I have been working on and off over the past couple of years building a solution for a specyfic industry. I was about ready to release my first version at the start of this year, but then Zoho implemented their Developer program, which basically said that I couldn't use Creator to make a SaaS app. That hurt, but I (painfully) converted my Creator app to a Developer app. Six months later, I'm ready to start getting clients on-board. But I JUST came across the limitations Zoho has implemented for
Webmail responsive
Is Zoho webmail mobile friendly (responsive)? Thanks
Can Zoho be used to deal with email inquiries?
Hello. We receive a lot of email inquires and have a small team that answers them. We are looking to streamline our process so the inquiry emails are sent to a certain location, logged, and then we can nominate a team member to take the inquiry. Ideally it would mean that we know who has been answered, which team member has done it, and the status of the inquiry (ongoing, waiting reply, dead lead, etc.) Are there any apps in Zoho that can do this? CRM seems the most obvious, but I am not sure if
Give me your best case to switch to Zoho for marketing, sales, and support automation.
We are looking to move from what we're using how (Hubspot SalesPro) to something else. Give me your best reasons to pick Zoho.
Zohodesk Free, reporting
Has reporting changed in Zohodesk free? when I try to customize reports, I don't have any columns I can add anymore and when I try to make a new report it gives me no columns I can add. This is true for all fields, filters, columns. The form is just blank.
Set approvers with Blueprint
Hi, I've been testing the new Blueprint feature and it looks amazing. But there is something I can't do: Can I set a fixed approver for a approval transition with Blueprint? Thanks in advance. Regards
Linking Module - Word of the day #67
A linking module is one that serves as a junction between two modules associated with a multi-select lookup field. Each association between two modules (created via a multi-select lookup field) is created as a record in the linking module. Here's a knowledge base article on working with Linking Module. Previous 'Word of the Day': Multi-select Lookup Fields Next 'Word of the Day': Custom Module
Contacts changing in Desk
We have Contacts in Desk synched with CRM. When we send a Contact an invitation to the Support Portal, they are able to change their name, email, phone, & timezone. Unfortunately, they are changing their name and email to groups or distribution lists, providing support to unauthorized users, and making it difficult for us to provide support because the Contact has been changed. Then we have to get in an argument with them why they can't change their contact info to other people. It would be really
Embedded form attachment not working after cusomtization
Hello, I am using embedded form in website. I have changed the code a bit to align and have the same language and theme on my webpage. I also made the mandatory fields "Last Name" and "Email" hidden but I set their values before submitting the form with correct data (already tested them and created a ticket) I have a problem only when attaching files. See below: 1) Clicking Attach files (blue text in above image) does not work, nothing happens when clicked. 2) When manually showing one of the attachment
Workforce Management and Forecasting
We're wanting a tool that can analyze call volume, ticket volume, etc to forecast out schedules and future hiring plans. I know there are some forecasting options available within Zoho Analytics, but is there anything built into Zoho People that will allow us to integrate with data in Zono Desk such as ticket volume and help us with our hiring and scheduling forecasts?
Accounts Payable - Invoice Approval Workflow
Hi, I am looking for a way to set up an approval workflow for our Accounts Payable function. This would apply to all invoices our business needs to pay. Requirements would be that team members are able to login and upload an invoice from a supplier and categorise the invoice/assign a cost code. Then based on the cost code and the amount of the invoice it will be assigned to a Manager for approval before it is paid by the bookkeeper. The workflow would ideally include email notifications for when
Zoho CRM Integration with Zoho Projects
Zoho CRM is working really well with my organisation (Loans Company). The key to managing 'chaos' has been the blueprint feature. As a B2C model, we dont have a need for accounts - so unfortunately it appears we cannot use Zoho Projects : ( The interface in Zoho Projects is great and managing a 'transaction' visually would be great bonus. Is there a roadmap (or solution) to be able to integrate CRM (without using accounts) with Projects ? Syncing data between the two such as notes, blueprint stages,
How to best setup a staging environment?
Hello – our organisation utilise several integrated Zoho applications. There are a lot of customised deluge scripts which handles business critical procedures. I am curious what is the recommended approach to setup staging environments using the Zoho cloud stack. Zoho Creator and Zoho CRM seems to have excellent tools for this but others such as Zoho Books does not. I want to setup a complete staging environment in Zoho that integrates with our other cloud service provider – Google Cloud and the
Display Invoiced Products in Deal
Hello, Currently our products are setup in Zoho Inventory. When our team creates an invoice, the invoice is attached to the related deal. However the products on that invoice are not displayed in the related products list. How do we get the products from the invoice to display as related products in the deal?
How to chose Forms as triggers at Campaogns
Hello. I would like to chose forms as triggers at Campaigns, but forms do not appear on puldowns. Please show me how to chose Forms, which are made by Zoho Forms, on puldown menu. Thank you.
How do I to get the RecordID of the currently active record?
How do I to get the RecordID of the currently active record?
Duplicate rows in live data to same table in Sandbox table
For example, How do you duplicate rows in live "Accounts" table to "Accounts" table in Sandbox? I've done the export from live table and import into sandbox table, but the "Id" for the rows are not the same, it doesn't matter so much that the dates(i.e. created,modified) don't match but I need the main row Id column, ParentAccount_Id to match. TIA
Zoho Campaigns Unsubcribes
Hi, What happens if an unsubscribed lead/contact in zoho campaigns fills out a form from zoho form that is synced to zoho crm, that is synced to zoho campaigns triggering an email series workflow? Will that contact/lead be automatically subscribed again and will receive the desired email series that s/he has signed up for?
Can't Add User - Message says, "already exists in other organization"
I'm trying to add a colleague to Zoho Docs but I receive the error, "already exists in other organization" when I enter their email address. We have a ZOHO CRM organization account, so of course their address is going to be in use. How can I add my colleague?
First Assigned Time definition
Hello, I'm trying to create a report in Analytics against Zoho Desk data, looking for the time difference between a ticket's creation time, and the first time an individual agent assumes ownership of the ticket (not the team). I thought I'd use ticket create time, and "First Assigned Time", however first assigned time appears to change if the ticket exchanges ownership. First response is not the measurement I'm looking for, as we'd like to know how quickly tickets are assigned. Does anyone have any
Seperate Super Admin Role From User Profile
Hello! I am new User of Zoho One and I have a challenge with the way that the Super Admin profile is associated with a User profile for all applications. In many instances having the super admin as a permissioned role associated with a user that is easy to connect and disconnect from the user allows for better distinction within the Zoho Administrative setup process. Here is an example where this has caused an issue: Our e-mail system has team and individual user e-mails. Our super admin is the
How to Print Mailing Labels for Avery
I'm finding it very difficult to do the simple task of printing mailing labels to Avery sheets. I am on a Mac, so the Microsoft Office plug-in is useless. How do I print mailing labels for various configurations?? Thanks.
Meu Domínio vinculado a um e-mail desconhecido
Por favor estou tentando fazer o cadastro no zoho mail, mais meu Domínio está associado a um e-mail desconhecido como faço para excluir esse e-mail associado ao meu Domínio
Make Zoho work like Front
Has anyone been able to utilize Zoho similar to how Front works? The channels and SLA reminder feature attached to those channels with triggers is what I'm most interested in. I've not been able to duplicate the behavior yet. Gr8rck
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