How to fetch or manipulate the dynamically added row values of sub forms to another form?
I need a help to know how we can fetch or manipulate the dynamically added row values of sub forms to another form. Form 1 : Products_form Product_Name field Cumulative_Sales_Value field Form 2: Inventory_Form Total_Billed_Value field Sub Form : SubForm Billed_Product Field - (Lookup Field from Product Name Field of Products_form)
History of all records
Hy! I was wondering, if there is a possibility to store history of all records of my application (in the mean of changes - history of changes, for example: if I have a record 'person' and 'computer' and if computer have at start one user, but after some time it gets other user, both records would be seen - when computer had user1 and when computer had user2)... Thanks!
Can you set the default value of a lookup field based on the previous record
Hi. Trying to build a stock countIng app using Zoho. I have a lookup field for all the categories of plants we grow and that then filters all the varieties in another lookup field based on what was selected. Works great. However for speed I would love that if I choose shrub in the previous record it auto inputs that in the current record but allows me to edit if necessary. My reasoning for this is most of time we keep different category of plants separate so lots in a row would all be the same
How do I open a URL to edit a record using ZML code?
I'm getting a failed to load ZML error when I try to pass a URL that opens an 'edit' form. URL Format: #Form:<form_link_name>?recLinkID=<record_ID>&viewLinkName=<report_link_name> Example ZML that doesn't work: <text value='Text with a Link' action='Form' componentLinkName='FormName' parameters='recLinkID=12345'/> --- It'd be no problem to open a URL for a new/create form... Example ZML that does work: <image color='#2f4063' bgColor='#FFF' type='icon' value='zc-li-solid ui-1-simple-add' size='1'
Portals - Word of the day #41
Portals, are designed to give your customers access to part of your Zoho CRM. By creating portals, you can extend access to your Zoho CRM account to your customers. Through a portal, your customers can access the modules and some of the associated data such as products, invoices, and notes. They can also view, edit, or create records or add notes and attachments. Here's a knowledge-base article on creating Portals. Check this quick tutorial on Portals. Previous 'Word of the Day': Validation Rules
Create custom login form
Hi, I want to create a custom login form. I also know that this can be done by customer portal features. But i want to have customized theme for the login form. I am not able to customize the customer portal. Is there any way to achieve this?
Map Email sent using Flow Back To CRM
Thanks God For Every Second!! Hi, I Am sending Mail merge using the amazing Zoho Flow Integration. I Want to be able to get all the sales signals of the email sent Back In the CRM. Is that possible? I Couldn't find any ID's of the sent email to be mapped back to the orginal Module.
Hide Round off in Sales Orders
Hello, is there a way to hide round off on sales order but keep the round off option still enabled? Want the feature enabled but don´t want to show it on the sales order.
Webinar: Zoho Sign use cases in HR management
Join us for a free webinar as we explore how to smoothly get your HR documents digitally signed with Zoho Sign. Zoho Sign's integration with Zoho People can help organizations completely get rid of pen and paper and carry out all their HR-related paperwork online in a digitized manner. We will be showcasing: The need for digital signatures and an overview of Zoho Sign Setting up templates for organization documents such as company policies, employee declarations, and code of conduct that need to
Cant receive mails generated via PHP
Hi, Previously I used to use webmail for email services. 1. I had created one mail welcome@domain.in with auto respond. 2. I had one form where in I used to take clients details. After submitting, this details used to be mailed via php as TO: welcome@domain.in and FROM: clients@mail.in (Kind of fake mail) 3: I used to get email from clients@mail.in at welcome@domain.in, and as it was on auto respond mode client used to get welcome message automatically. But now as I shifted to zoho
A New free job Board Hub: https://www.efinancialcareers.hk/
Hi Zoho, I know that https://www.efinancialcareers.hk/ have some free job board hub for some platform. Would you please. help to request it to be a free job board for zoho? Thanks. Theo
How do you report on the most recent stage change?
I'm trying to create a report that answers the question: When was this potential updated to its current stage? I have a report that draws on the Accounts, Potentials and Stage History tables synced from ZohoCRM. The problem is that if I am showing a report of open Potentials, the join with the Stage History table means that each stage is represented by a date. I only want to show the current stage and the date the Potential was changed to that stage. How do I do this?
Java
Is java supported in zoho creator?
How are business hours handled?
Can i use a different notification template for outside business hours, containing info on the opening hours instead of 'we'll contact you soon' ?
Is there a job board for Zoho Assistants? Where can we find a Zoho Virtual Assistant?
I would like to know where there is a job board for a Zoho assistant. We want to use Zoho in all of our social media and company communications and we want to hire a Zoho virtual assistant. Is there such a thing as a Zoho job board? Like this: Social Media & Zoho Strategic Communications Manager including campaign development, topic management, design, scheduling writing & posting. Our growing, family-owned, transportation company is seeking an energetic, well-spoken writer that can use digital
554 5.2.3 MailPolicy violation Error delivering to mailboxes (mail sent from google)
Hi: I have a client who since yesterday is unable to send mail to my account. I've whitelisted their domain, but the mail continues to bounce. See headers below. Only this sender is getting the bounces. From: Mail Delivery Subsystem <mailer-daemon@googlemail.com> Date: Wed, Sep 7, 2016 at 1:55 PM Subject: Delivery Status Notification (Failure) To: bxxxxxxx@theleadpr.com Delivery to the following recipient failed permanently: axxxxxx@spproinc.com Technical details of permanent failure: Google
How to get an Attendance Count to show in a Report
I am trying to create a simple Attendance "Punch Card" type app. I have two forms. Student and Attendance. I have a bi-directional lookup between them that is working. In Attendance you can select students for a date. In Students it shows the dates they are present. I have figured out the Workflow scripting to get a field in Students on Form Load to show total number of Attendance presents. input.Total_Classes_Taken = input.Attendance_Date.size(); But I do not want to open each student to
Where to start? Guides how to setup Desk for helpdesk tickets
Hi there, I must be missing something really basic here but I can't find a guide that give you steps how to setup Zoho Desk. I'm testing the free version of it as I forgot to test when it was on trial, but no email that I sent to my designated zoho desk arrives and create tickets. I'm a bit lost here, no guides on youtube how to setup from the beginning, also knowledge base doesn;t have anything like that. Can anyone put me in the right direction please?
Can I convert contacts to leads?
I'm new to CRM and created a lot of contacts, when really they should be leads. Is there a way to convert them? Or perhaps would i have to bulk export contacts and bulk import as leads?
Announcing Gmail Add-on for Zoho Recruit - Bring candidates and contacts to Zoho Recruit straight from your inbox
Email is the most essential part of your work life as a recruiter. It would probably be the first place you will look into when you start your daily work. And we know a lot of you are active users of Gmail to track and maintain all your conversations with candidates and clients. That's why we built this add-on to make your tasks easier. Highlights of the add-on : -- Add new candidates and contacts from your Gmail. -- Parse candidate information from your email attachments. -- Know about your existing
FEEDBACK PROBLEM ON SALESIQ AND DESK
Dear Users; Please check all your stuff about SalesIQ and Desk if you collect feedbacks through chat. If you think you are very good at welcoming and satisfiying customers accordingt to DESK reports. Im sorry but YOU ARE WRONG. SalesIQ feedbacks are not correctly synchronised to Desk. If your customer gives your agent a sad face; you will see it Happy on Desk. So all your reports from DESK are rubbish. We had this issue on web chat, desk team said it was solved but none of the data are updated on
Managing Contacts within Client view.
How do you move Contact to the top of Contacts list within Client view? Thank you, Paul
Due Date - Format
When creating a task, the format say MMM and D Should it say MMDD 05 for May 12 for Day
Not receiving emails from the same domain
Hello, there. Recently, I had installed WordPress on my site. While I was installing some plugins on my site, there came a WordPress Error saying that My site had a critical issue and I needed to check my admin email for further instructions. I had set admin@mysite.com as an admin email.
Response due date fulfillment should take public comments into account
Hi, The "Response due date" fulfillment should also take public comments posted by the agents into account, not only sent emails. Currently you are forced to send an email to fulfill the SLA. Best Regards Daniel
Training attendance in CRM
I have a consulting business and we offer public training sessions as well. We may have several organizations sending different participants to one of our training sessions. We would like to track the attendance to these workshops, including the ability to look at a contact and see what workshops (if any) that person has attended. I thought using Events would work, but it appears you have to actually invite them via email and have them respond, and it does not show who actually attended the meeting
Is full-screen video and support for iOS landscape ever coming to Zoho Meeting?
Hi, I asked this a while back during one of the new UI Meeting webinars but thought I'd ask if there was any further progress. Google Meet and Skype is about the only thing I use these days outside of the Zoho stuff, for video conferencing. While Zoho Meeting is great for presenting something, it needs full-screen video for a proper video (only) meetings really I feel. The iOS app would, in theory, do this but it seems to stretch the image in landscape thus ruling that out when using with some
Timer Pause during Computer Inactivity
I have worked with other project timers that actually paused or stopped if the computer was inactive for a set amount of time (like paused after 10 minutes and then stopped after 30 minutes) and that was my favorite feature. The problem with the Project Timer now is it is easy to forget (making a desktop widget like others have suggested is a good way to keep it in ones visual area) and my team often has to come back in the next morning to stop it and try to change the times. The problem is, if its
Scheduled email report: sender is displayed with '...@mail.zohoanalytics.com'
Hi I have a few reports that I send out with scheduled emailing but on receiving the mail (as I am in cc) the senders name is displayed like this: Is there a way that only the pure email address appears? Thanks a lot in advance!
Tip #26: Usa reglas de flujo de trabajo para diseños de módulo específicos
Tips and tricks #26 ¡Hola miembros de la comunidad! En capítulos anteriores de nuestra serie de Tips and Tricks para CRM en español comentamos lo que son los diseños de módulo en CRM, y vimos la posibilidad de establecer la conversión de posibles clientes cuando disponemos de varios de estos diseños en nuestro canal de ventas. Continuando con la temática, hoy os hablamos de la creación de reglas de flujo de trabajo (o workflow rules) que se aplican a los registros de un diseño de módulo determinado.
Combining Invoices and Credit Notes in Reports
Working on a Report using data from Zoho Books. I am trying to create a Monthly Revenue by Customer Summary Report which should include all Invoices and Credit Notes for a selected month, but as soon as I drop a Total from Credit Notes into Summarize column, only Customers with at least one Credit Note are showing in the table, all others who never had a Credit Note are gone. How can I avoid this, to include everyone?
Calling System
Hello, Is it possible to integrate third party application for calling system on Zoho Creator?
Zoho meeting Windows 10 desktop app cannot login using Google
I reported this months ago...I just downloaded the Zoho Meeting desktop app for Windows, and the old OAuth method disallows the Windows 10 app from working...making the desktop app unusable if you login via Google. Can this be fixed? This browser or app may not be secure. Learn more Try using a different browser. If you’re already using a supported browser, you can refresh your screen and try again to sign in.
Zoho CRM Office 365 integration
I am the Superuser for Zoho CRM and have installed the Office 365 integration. This has given me a Zoho CRM Contacts folder in my Outlook, both in the 365 version and also the desktop app. But none of the other Office 365 users in my organisation can see that Contacts folder. They can't view the addresses in there and when they start typing a name or address, it doesn't pop up as an option for them. Only for me when signed on as my self. What do I need to do so that the other Office 365 users
Virtual Community Meetups - Australia and New Zealand
Hello everyone, Hope y'all are doing good. We are glad to announce our virtual meetups for Australia and New Zealand. We will be discussing how email marketing can help you keep your customers engaged. It's going to be a one and a half hour session and we will have our focus majorly on email marketing automation. Check below for further details. Date:June 2-5, 2020 The agenda: Email marketing in the world of contextual engagement Email marketing automation for behavior-based engagement Ecommerce
Multiple Mail Aliases
Hello Zoho Community, hope you are all safe during these hard times we are living :) I'm opening this thread to check a question related to email alias. Is is possible to create an alias that works for multiple accounts? Let me explain: for example, may I create an alias named market@mydomain.com.br that when an email arrives, it automatically fowards to 3 or 4 members of my organization? I've already tried to create a group to do it, but i've noticed that the group does not work when the email
How to test User Permissions from Developer account?
I have Developer access for an app. I create different Permission sets (certain fields restricted) for different level of users. I would like to test, how it looks when they login without getting their login password. Is there a way to test it from Developer account?
What are some of the showstoppers that are preventing you to use Zoho Showtime?
We are considering using Showtime and are looking to learn from others on this community. What are the biggest issues/challenges/show-stoppers that you have come across when using Showtime that we should be aware of? e.g. I see one big one for us - Zoho Showtime sends a link when an attendee registers for the event, and this join link can be used by attendees to join a specific course that they have paid for. However if they accidentally delete that email then there is no way to regenerate that email/link
Maximum number of executable statements
This is a general comment / question. I think Zoho creator is an absolute great platform and has also improved a lot over the years. One thing however has proven to be very annoying and that is the Maximum number of 5000 executable statements per deluge action. I work on a db with around about 6000 records. It happens way too often that I have to run a function for pretty much all records where i'll get the limit error. Then have to break it up in lots of small portions. For example if i want to
Virtual Community Meetups Update - United States
Hello everyone, Hope y'all are doing good. We had our virtual meetups for the United States around the last three weeks. Owing to customers asking for meetups in other regions, we have arranged a couple of sessions for a few more cities. We will be discussing how email marketing can help you keep your customers engaged. It's going to be a one and a half hour session and we will have our focus majorly on email marketing automation. Date: May 26, 2020 The agenda: Email marketing in the world of
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