I need my zb code for shopify
My email account was created and verified a few years ago so I do not have the ZB code. I also reactivated shopify and I need my ZBcode. I'm verified, please provide it to me.
Tip 20: How to autopopulate values in a subform
Hey folks, We know that many of you use subforms extensively in your applications, as it helps you get the job done more efficiently. In this tip, we'll show you how to autopopulate values in the subform using a special syntax called "row." Let's look at an example. Consider you have an application where you need to automatically display the price of the product in the subform field based on the choice selected when a user clicks Add New in the subform. Let's say you have a form called "Mainform"
Ask the Experts - Zoho Inventory #6: 7 hours of live discussion on the integration between Zoho Inventory and UPS.
Hi folks! We're back with another episode of 'Ask the Experts - Zoho Inventory,' and this week we are talking about order fulfillment and its best practices. The topic of discussion in this episode will be the UPS shipping integration we have built into the application. Zoho Inventory offers a completely integrated UPS solution in Zoho Inventory. This feature equips you with excellent control over the shipments that you create for your packages in the application. Feel free to discuss anything and everything
Change Presenter before meeting, original presenter is unavailable to change
I am curious to know if there is a way that a manager or admin user can alter the presenter on a scheduled meeting. With the nature of our business, it is possible an employee may be unable to attend work, and we can find no way to change the presenter on their scheduled meetings. Being unable to change the presenter means that we have to send our clients a new meeting invite and hope they realize they need to join the new meeting and not the old one. Thoughts on this?
When will Zoho Inventory have a link with Zapier?
Zapier has links to many Zoho modules, but not Inventory. I would like to connect my ECommerce platform via Zapier for processing Orders and Stock. Are there plans to introduce this interface? John Legg Owner: The Debug Store
Inserting Subform Row via an Action on a Report
Currently, inserting a subform row using an action on a report isn't allowed (see the screenshot below of what I'm trying to accomplish: allowing users to insert a vote into the Votes subform of each record). Can anyone (Damien Cregan?) think of a way to insert subform rows using a button on a report that doesn't require the use of a stateless form? Perhaps by simulating a record edit + On User Input or On Update??
API Failure on Edit
Here is an example of the XML Being sent. I am getting the error: "Failure, Invalid or null criteria specified" I am following from this page: https://www.zoho.com/creator/help/api/xml-rpc-api/xml-rpc-api-edit-records.html This does not make sense as the criteria does appear to be the correct database spelling. Down below is the example I am trying to make work. Only thing I changed from the example was changed the view into form as view was not working. $xml = " <ZohoCreator> <applicationlist>
Candidate Application - Webform - using Zoho Forms
Hi - The recent integration with Recruit and Zoho Forms is great. If we wanted to use the candidate application form as a Zoho Forms form vs Recruit WebForm is there a way to associate a Zoho Form form with a Job Opening as the application? Thanks, Marc
Problema entre formulario web y correo Zoho / Trouble between web form and zoho mail
Hola, tengo desarrollado un formulario propio en Wordpress y una cuenta de correo en Zoho a donde llegan estos mensajes del formulario, resulta que todo lo que escriben por este medio no llega a la bandeja de entrada de Zoho, pero si pongo correos de otras plataformas como gmail/outlook a estos si llega el mensaje, quisiera su ayuda u orientación con esto. Gracias! -- Hello, I have developed my own form in Wordpress and a mail account in Zoho where these form messages arrive, it turns out that everything
Mail Merge function is broken
Hi there, I've previously used the mail merge function on almost a daily basis. For the last week now it seems to be completely broken. Upon running the mail merge you will get a success email "Merge has been completed! ✅" however all the emails failed. The error is Failed (28) I've tried multiple forms and different input data and it doesn't seem to work. Also your lodge a problem form is also broken, upon clicking the submit button nothing happens and I can see javascript errors in the console.
Zoho creator XML RPC API error code: 2945, INVALID_TICKET
Trying to insert data using php curl request. Response : {"code":2945,"message":"INVALID_TICKET"} Here is the code used: function insert_record($xml_string){ $api_url = "https://creator.zoho.com/api/xml/write"; $post_params = array(); $post_params['authtoken'] = "mytoken"; $post_params['zc_ownername'] = "myownername"; $post_params['scope'] = 'creatorapi'; $post_params ['XMLString'] = $xml_string; $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, $api_url); curl_setopt($ch, CURLOPT_FOLLOWLOCATION, 1);
create an event automatically
Hi everybody i have an agency of guide tourist and i adapt zoho to my necessity, the lead compile a form after i call him and i convert it in a potential client i create a quotation with the products (tour proposition) and i wait for the answer when i receive the positive answer i convert it in a sales order and in this moment i need to create also an event in the calendar. How i can do this? there is the possibility to automatically create it from the data of the sales order? i need of a calendar
unable to connect imap
I'm trying to configure the new Sales IN Box feature in ZOHO CRM. I've gone thru all the steps. I've added the SPF and DKIM keys and tested. I've got the right connection info to my server and account. When I try to complete the connection the page will say "Authenticating" for quite some time then finally says "Server Disconnect". I'm lost as to what to do next. Any help appreciated. Kerry
Uploading a File through Browser - FAILS
.....goes upto 99% and later shows Error Message that it can't be uploaded Is there a network wide issue?
Pasting images from clipboard
Hi! I am quite sure that Notebook has a lot of potential but pasting images from clipboard is an absolute must-have feature nowadays... Do you have it on your roadmap perhaps?
Filters in iOS
I created filters for my contacts in the desktop version. I don't see those filters on my iPad. And don't tell me that the development team somehow didn't understand that we'd need our filters on a mobile device.
Notebook keeps losing my data
I had this problem a lot in the past and compensated for it by always copying the entire text of a note before closing it, but it seemed to be fixed and after many months of good behaviour from the app, I stopped doing that. Too bad for me, as today, I spent all morning compiling info to plan and launch my new Instagram account and when I closed the note and came back to it, everything I'd added today was gone. I hope someone can tell me what might be going on, because I can't continue to use this
Default font in description
Hi zoho team, Can i change the default font for description dialog box in task or bug tracking. cuongpt,
Webmail not loading
Hello everyone. It's been a while (almost a month) that I can't access the Zoho Mail through the webmail app (only through the iPhone app). And this is happening in different browsers (Safari, Firefox, Brave). The system keeps in the "loading" page and doesn't access any mailbox. Any clue? Thanks a lot.
Zoho Sign - expire_by date format
Trying to write a function to extend the expiry date on Zoho Sign by 3 days. When reading data, the expiry date appears as follows: "expire_by": 1522866540000 Reading this and turning it in to a standard date format is fine. How can I take a standard
Stacked values in dial chart
Hi, It would be very clear to have stacked values (like you have in a stacked bar) in a dial chart. For example: no you can see the target and total turnover achieved from a seles person. It would be great when you can see the target, and total turnover specified by region or producttype. Thanks for looking into this!
Email notification on Project creation
What's the best way to get an automated email notification for PM and reviewer whenever a new project is created?
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Daily workflow trigger
Is there any way to trigger a workflow daily? Right now, I only see the option of "Every Month" or "Every year". Should I be using another tool to do this? Thanks
Tip #25: Customiza la plantilla de tus Resultados de Búsqueda en Zoho CRM
Tips and tricks #25, adaptado de Vaagdevi ¡Hola a todos! Como hemos comentado a lo largo de nuestra serie de Tips and Tricks para CRM, es importante disponer de una base de datos de los actores que participan en nuestro negocio, pero más lo es disponer de la información que realmente necesitamos cuando realizamos nuestras operaciones diarias. En el tip CRM de hoy, os mostraremos cómo personalizar los resultados de búsqueda para acceder a la información que necesitas de forma instantánea. Tip #25:
Marketing/Sales Pipeline for Job Shop Manufacturer
We are a job shop metal manufacturer that deals mostly in; identifying > qualifying Leads > receiving RFQ's > Follow Up RFQ's > Win or Loss of RFQ. There isn't much room for negotiation. I'd like to find out how to edit the chart for both marketing AND sales so that our sales & marketing team can see how much Unrealized Opportunity (not yet realized as RFQ's - but like estimated annual metal spend) exist from our marketing efforts and then how those opportunities travel through a sales funnel
Test e-mail Campaign
We want to send out our test e-blast as a regular e-blast so we can review some of functionality that we don't see when we send out through the campaign set-up. I have 10 team members that i want to review the blast without going through compliance review. We may be sending several out before we get the campaign finalized. Is such a process possible?
Related Lists Update for Notes and Everything Else
I don't understand this related lists update API. So reading this part it looks like the related module updates are limited to only "Campaigns - to - Leads, Contacts AND Products - to - Leads, Accounts,Contacts, Potentials, Price Books" So what about Notes, tasks, etc. and everything else that's related? When I try to do a PUT on /v2/Contacts/123/Notes it says incorrect module name. What am I doing wrong? Is there a standard way to change associations to ALL existing modules even though they have
Is it possible to add conditional formatting to a panel in a page?
I want to change the color of the panel based on the value displayed in it. The panel basically shows the sum of one field from the report and if the value is above zero I want the color to be green, and if below zero, then red.
How to import web data
heyyy on zoho sheets i would like to know how to import data from web a exaple the price from Gold to dollars etc..
UPS UK Integration
Is there any news on UPS UK being integrated into Zoho Inventory?
Webhooks - Word of the day #35
Webhooks facilitates communication with third-party applications by sending instant web notifications every time an event occurs in Zoho CRM. With Webhooks, you can configure HTTP URLs and associate them in workflow rules to automate the entire notification process. For general information about Webhooks, please refer to webhooks.org. Here's a knowledge-base article on Webhooks workflow. Check this video on Webhooks in Zoho CRM by Nuanced IT. Previous 'Word of the Day': Field Updates Next 'Word of
Display the DAY
It would be amazing if you could show the day of the week eg. Monday, Tuesday etc on the headings of the Calendar and List Views. It's kind of frustrating to be reviewing the bookings and not having immediately visibility of what day you're looking at.
How do I see a list of candidates that have completed an assessment?
I sent out an initial assessment email to candidates. A certain percentage of them answered the assessment, but I cannot figure out how to see a list of who they were. How do I do this?
My flow keeps going on loops and deactivated
I have a flow that keeps getting deactivated because there is no way (I dont know how) to make it execute only once. I need: When a deal is won - Create a folder in Zoho Work Drive (name same as deal name) - Create subfolder in the above folder - Create a New project in Zoho Project (name same as deal name) Using the deal name as the name for the Main folder and project name Please help with detailed instructions
How to create a new ZProject when a Deal is Won?
I have been trying to setup a flow Everytime a deal is won - create a new project in Zoho Projects. Its not working. I have no idea how to do it please help Need instructions with details please or a call
Can you use wildcards in a Fetch Function
I'm working on a flow to add a new deal in Zoho CRM. We sell courses. For this particular form, the person needs to have completed a different course to be able to move on. Only people who have completed the course will have a link to the form, but I would still like to check first. My flow can fetch the Contact, so then I am looking for a deal that is Closed (Won) and the name CONTAINS a certain code (a three letter acronym we use). Are there any wildcards that can be used in the fetch function?
Making more room for your remote team
With more and more teams worldwide working remotely in response to the COVID-19 pandemic, we're now increasing the storage limit for WorkDrive's Starter and Team plans to help make remote work easier. Previously, the storage limit was 100GB of shared
Error: Failure, Invalid or null criteria specified on API Edit
Here is an example of the XML Being sent. I am getting the error: "Failure, Invalid or null criteria specified" I am following from this page: https://www.zoho.com/creator/help/api/xml-rpc-api/xml-rpc-api-edit-records.html This does not make sense as the criteria does appear to be the correct database spelling. Down below is the example I am trying to make work. $xml = " <ZohoCreator> <applicationlist> <application name='student-record'> <formlist> <form name='Student_Information'>
Ask the Experts - Zoho Inventory #7: 7 hours of live discussion on the integration between Zoho Inventory and QuickBooks Online(QBO)
Hi folks! This week's 'Ask the Experts - Zoho Inventory' session will be on our QuickBooks Online integration. Zoho Inventory offers a really comprehensive integration with QuickBooks Online. This feature equips you with a tight synchronization of your financial data in QuickBooks Online to Zoho Inventory without compromising your inventory management capabilities. Feel free to discuss anything and everything about this integration to help you stay on top your daily accounting practices while handling
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