How to - predefined sorting of report columns
I have a few reports that I am having generated and automatically being sent to my CEO on a weekly basis.I need to be able to have a number of the columns re-sized and sorted so that the report is a clean and readable format for him. I can do this manually but how do I have the report generated that way so it is delivered (without my intervention) the proper way? Thanks
Editing Tables in CRM Inventory Template Editor
Am I missing something or is editing the html code the only way to edit the layout of a table when customizing an inventory template? I can't figure out how to easily add rows or change column widths without editing the html. I see the table button that allows me to insert a table, but it doesn't look like I can use that to edit.
Zoho Expense- Ask the Expert #2: 4-hour Live discussion on Zoho Expense integration with QuickBooks Online
Hi folks! Welcome back to another episode of Zoho Expense’s "Ask the Experts" series! This is a weekly forum discussion, wherein a panel of experts will take questions about Zoho Expense on a particular topic. The panel will be available for a 4-hour period and will answer any questions posted here. In the second episode of "Ask the Experts," we will take questions on Zoho Expense's integration with QuickBooks Online, along with its workflows. We will also talk about some of the key sections of
How to reconcile a SINGLE (shared) credit card account in which two users charges get imported into two separate Accounts?
When I setup a credit card account for download of transactions, Books treated them as separate Bank Accounts. This will make for a very difficult (maybe impossible, for practical purposes ) conciliation process. How to reconcile a single (SHARED) credit card account in which two users charges get imported into two separate Accounts?
Exporting stage history data
I want to know when someone has sent out an offer. I would like to use the date/time stamp which is recorded with the stage history data entry. As I am reporting outside ZoHo, I would like to export this data in CSV, but I cant find the export option for this specific data. Someone knows a way?
Country List - Shortlist & Phone Numbers
Hello I am creating a form for our new customers where we require the address and the form. Most of our customers are in the UK or Ireland. I don't want to put either specifically as the default country because it will be offputting to people in the other. I want to include the full country list, but it would be really helpful if United Kingdom and Ireland could be at the top of the list. Similarly, the same form has phone numbers. There is an option to default to a country or use the IP address
How to change from .com to .io
Hello, I made a terrible mistake and clicked .com instead of .io on my domain. Is it possible to change this? If yes, How? Thank you
Cannot generate API crendetials
Hello all, Unfortunately I cannot create the required scopes as part of the API credentials generation. Checking the console, there is a JSON position error in the console when I add the additional scope "module.accounts". Is this a bug? Or is my input incorrect? Many thanks. All the best, Sev
Changes in the script
Hey, I have created a bot and now I want to use the loop in that. it is like Bot asks the question for a number of guests and if we click on any of the numbers in slider then it takes us to the option such as canopy machan, jungle machan, etc. And after selecting one of the options it goes to the images and some text. Then it says thanks and goes to the next bunch of questions. So I want after showing the images and text the bot should ask about "Do you like to go back to check the more machan? yes/no.
how to create subfolder for new alias / user
hi, we have got new employee - i have added new alias in main cotrol panel - how to add the subfolder for the incoming mail for the new user?
Explore the new views in the Zoho Projects iOS mobile app
To easily organize the tasks/bugs, we have now brought in support for some new predefined views in the 'Home' page of the mobile app. The new views are available in the latest version (v3.2.16) of the app. You can update the app directly from the App Store or using the link given below: https://apps.apple.com/in/app/zoho-projects/id511887920 Below are the views that are added newly in the 'Home' page of the app: Task views: ➤ My tasks due today ➤ Tomorrow's Tasks ➤ Tasks within next 7 days
Mail Merge template for a deal
I have a mail merge template for a deal. I have attachments in the deal which are images. Am i able to create/use a field to automatically insert these images in my template. They will only need to be a thumbnail size. Some deals will have a single image, others two or three. But they must be unique to that deal. I have them stored in workdrive at the moment. TIA for any help. Peter
Custom Domain giving 400 Bad Request
I am trying to setup the CNAME records on Cloudflare with the cname https://careers.mortgagesuite.ca/ I have pointed the records correctly as they resolve with an NS Lookup. When I click on "Proceed to CNAME Verification" it gives me the following error:
File Stream
Hello Zoho Support, I'm creating an apps which will upload file to zoho creator and will also upload the file to zoho docs using it's API. But the problem is how can I pass the File Input Stream of the File_upload field of creator form? Because File_upload is a string, I need the actual File to be pass on zoho docs. this is my sample codes: data = Map(); data.put("filename","SampleName"); data.put("content",input.File_upload); Multi_Line1 = postUrl("https://apidocs.zoho.com/files/v1/upload?authtoken="authtokenCodeHere"=docsapi",data);
How can I route different sections of my website to different operators?
Hello, I'm new to SalesIQ, I have a question about how I can route different sections of my website to a different operator? that is, I have a product and it is divided by different characteristics, what I want is that when different products are chosen, they are assigned to a different operator.
Delink a Child Record from a Parent
Products can be linked to Deals by the user. Products can also be linked to Deals via Deluge, using the Result= zoho.crm.updateRelatedRecord("Products",Prod_ID, "Deals",Deal_ID,map_variable); and I have this working. But I can't find any native deluge function that can delink a Product from a Deal. I found this page: https://www.zoho.com/crm/developer/docs/api/delink-v1.html - a deLink method. And this page: https://www.zoho.com/crm/developer/docs/api/delink.html - a Delete method that deletes the
Upload documents from OneDrive/Office 365
Can I sync documents from my OneDrive for Business (office 365) to the Documents section? We use the document collaboration in OneDrive/Sharepoint and it would be ideal to sync those documents across.
MH Journey's "Push To CRM" - does it require a Custom Module in CRM?
Hi One of my Journeys has a step to Push data to CRM. On looking at the report, it says it Ignored this step. I have seen a comment in another message that Push to CRM only works to a Custom Module in CRM. Can somebody confirm this is correct? If so, I'll look into creating a custom module. Yet another work-around... Thanks Steve
Flow works incorrect
I am using trial license to check whether Flow Zoho can adapt my purpose. I wanna the tasks/projects/milestone from Zoho Projects upgrade to my Google Sheet file automactically when there is new tasks/projects/milestone updated on Zoho Projects. (zoho Project to Google Sheet) The first time, it's worked, data pushed to 1 Google sheet file, i called is file A, but i want create other flow with other Google sheets file (file B) with other first row fix my data that i want. But when new tasks in Zoho
Custom report - Converted leads by salesperson
I am trying to create a custom report that shows converted leads by salesperson. Basically the standard "Converted Leads" report, but instead of Tabular Report, I want it as a Summary Report. I can't seem to make it work. I tried customizing the "Converted Leads" report by changing it to a Summary Report. I summarize information by "Lead Owner". When I run the report, all Potential Name, Account Name, Contact Name, and Amount fields are completely blank. It does summarize by Lead Owner, but there
SPF multiple records
Can you sync CRM "Lead Tag" field to MH "Lead tag" field?
I've setup a sync service between CRM and MH. CRM has a standard field in the Leads module for tags (screen-116). MH also has a field for Lead Tags (screen-117). When I setup custom field mappings, I can access the Tag field from CRM Leads but the configuration process doesn't show the MH Lead Tags field. I created a custom field called Tags and, predictably enough, the sync process added CRM's Lead Tags into this field rather than MH's proper Lead Tags field (screen-118). Is there any way to sync
Add new comments from Books client and vendor portals as Books triggers
When clients and vendors leave a comment in the Books client and vendor portals then the email notifications about them are only sent to the primary Books organization admin. This is not the best way for Books users to get notified and Flow could be used to improve this situation. If we could have new client and vendor messages from their corresponding portals as Books triggers in Flow then we would be able to send them to multiple people. For example, as emails from Zoho Mail or as chat messages
Add "Status" field to Zoho Inventory "Package updated" trigger
This is an important field for setting up automations and it is already available in the "Package created" trigger. Please add the "Status" field in the "Package updated" trigger. Best regards, Mladen Svraka Zoho Certified Consultant and Authorized Partner Email | Web | LinkedIn
Cannot login in zoho mail
Hi, we are not able to login into zoho mail. When the login button is clicked there is no action being performed. https://www.zoho.com/mail/# is the url that being processed when clicked which doesn't have any action. Please look into it and fix asap. Regards Madhu
What's New in Zoho Inventory - July 2019
We're already halfway into approaching 2020 and in the past few months, we've been steadily rolling out new features and making improvements to the existing ones with the aim to provide you with an unparalleled inventory management experience. Let's find out what's new in Zoho Inventory in the month of July. Apply Tax on Shipping Charges (UK Edition) We have provided an option to apply VAT on shipping charges in the UK Edition of Zoho Inventory. As you create a sales order, you can enter the shipping
How to set Territories with trigger of ZOHO CRM New/Update Deal Entry?
Hi. How to set Territories with trigger of ZOHO CRM New/Update Deal Entry? I did set value using territoryID and territory name, but I couldn't set.
Custom Function- Date Format- toStartOfMonth
I've tried custom functions a few times but never with any success. I'm trying to use the toStartOfMonth function based on current date. I've tried several different instructions from Zoho Flow and Deluge instructions and there is always something wrong. I know this is very simple, but if anyone can help I'd really appreciate it. Sally
Custom Function to Check Status of Ticket
I want to send a daily email notification to the ticket owner based upon the status of the ticket. What seems like the best way to go about this is to use the Schedules section on Zoho Desk. But I cant just associate a condition and a notification with the schedule I have to create a custom function. How do I check the status of a ticket in a custom function, is that possible? If so, what environment variable am I looking for? Is there an easier way to achieve what I am looking for?
Timeline feature is now available in the Zoho Desk Android app!
Knowing the history of the tickets raised by the customers is one of the best practices of Customer Service. Timeline is one such feature that helps the agents to get a complete list of the tickets sent by your customers. We have now brought in support for 'Timeline' feature in the latest version (v.2.4.7.1) of the Zoho Desk Android app. You can access this feature by going on to a ticket > click the more option (hamburger icon) > Timeline. You can update the app directly from the Play Store
Updating Departement info isn't reflected on portal homepage
Hi, I tried updating the details of a department (Name, Display Name, Description) but that doesn't seem to have any effect on what is showned on the portal. Is there a way to update that information after the initial creation? David
Error Message in zoho docs: The server has encountered an error
We have a spreadsheet in the zoho docs area. Only two collaborators on the sheet. We keep on getting a yellow line across the top of the spreadsheet that says "The server has encountered an error. Please try again later." While this error is up, I can still edit in the field, but I can't use any of the menu items. The spreadsheet is also agonizingly slow to edit and move. Is this a spreadsheet problem or a zoho problem? Any help is appreciated. Thanks.
Zoho Sign Mail merge Template
Hello to Everyone! Is there a way to attach a different (s) Image (s) to each Zoho Sign document that I send vial mail without editing the mail merge template?
Currency Fields - Word of the day #64
The currency field in Zoho CRM module layouts enable your users to enter a monetary value. It displays a currency symbol and allows entering a decimal value. Here's a knowledge-base article on working with Currency Field. Watch this video by Paul Nicholson on working with multiple currencies. Previous 'Word of the Day': Dependency Fields Next 'Word of the Day': Lookup Fields
Does closing a Zoho Account release the login email for that account?
I have a Zoho account I established a long time ago to use as a test. I am now using a paid Zoho One subscription, and I need to use that email address as an alias in the paid account. Does closing a Zoho Account release the login email for that account?
[API] Create task with reminder
Hi, I am trying to create a task over the API with a reminer but I can't find the field name to provide to set this reminder and the frequency of the reminder. I tried "Remind At", "Reminder At", "Start Date1" but none of those works. There is no information in the API documentation. I found a subject about this from 5 years ago, out of date... This documentation requires an update : there is no information about the fields we can provide and the format of them, I had to try and gess the fields to
How do I create a Task with a Reminder? [CRM API]
Hello Zoho team, how can I insert a Task with the "Remind At" field? I've tried: .... 1 - <FL val="Remind At">2012-06-10 01:00:00</FL> 2 - <FL val="Remind At">10-06-2012 01:00:00</FL> 3 - <FL val="Remind At">10-06-2012 01:00</FL> 4 - many other variations on the date/time format The task is created but the "Remind At" field is empty. Also, how can specify the "Repeat" and "Alert through Email" fields? I tried: <FL val="Repeat">true/FL> <FL val="Alert through Email">true</FL> and again, the task
Gmail add-on adds huge spaces in text added to notebooks
The gmail add-on is a fantastic idea especially because gmail currently has a highlighting bug and won’t let you scroll down while highlighting so you literally can’t copy paste more than a screen’s worth at a time. However, when the text from the email is added to notebooks there are huge gaps in the text. I don’t know if they correspond to where there were line breaks in the original email or what is causing it but please fix! The add on is so great. I tried to find a non private email without
When using google extension extracted email text is full of huge spaces
I love the gmail extension especially since gmail has a bug right now that prevents me from highlighting an entire email. But when the text from the email shows up in notebooks, it’s full of huge spaces randomly inserted in the text like this. It doesn’t happen with every email though. I have no idea what causes it. Thank you
"Invalid value passed for index" error
Hi I keep getting this error "Invalid value passed for index" in zapier when I am sending the data. what do you think is the problem :) thank you so much :) i am hoping for the fast reply :) thanks!
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