Start Subscription on certain date
Hi, please can someone tell me how I make a subscription start on a certain date or allow the client to select a certain start date? Thanks
Anyone using Blueprint for Recruiting Process?
I would like to know if anyone has successfully managed to figure out how to use blueprint in Recruiting process. Any advice appreciated
Autopopulate subform based on other subform inputs
Hello, I have the following forms and subform: Purchase Order Form Subform X (items in packages) Subform Y (Items) Total SubForm_X (items in packages) PackagesNameX (lookup field from Packages_Form.PackageName_p) Subform_Y (Items) (*)Material_Y (#)Unit_Y (#)Price_Y Quantity_Y Subtotal_Y ———— Materials_Form Material_M (#)Unit_M (#)Price_M Packages_Form PackageName_p Subform Z: (*)Material_P (#)Unit_P Quantity_P (*) Is a lookup field to Material_M in Materials_Form. (#) Fetched from Materials_Form
Exclude Domains
In the Channels->Email->Email Sharing Permission->Public There is "Exclude Domains" where I have entered our domain so that internal emails cannot be imported. This does not seem to work. I can find no help on this option. What is it supposed to do?
One Company & Multiply GST Number
Dear ZOHO Team, How can manage..when one Company & Multiply GST Number for example Spicejet Airline Kindly Advice find attachment
Has anyone been able to integrate Zoho Books with Quickbooks Desktop version?
The company I work for will probably continue to operate both systems due to the complex nature of the business. We will use Books for tenant billing, but then will need to either integrate or import the monthly invoicing into Quickbooks deskptop version. Anyone have experience with this?
Where to translates Member Status in a Campaign?
Hello, In the Campaign module, when adding a lead or contact, each member has a status. In our case it is written in german. Where can I find the place to translated these entries ?
Make shared screen full screen
It would be nice if the end user could make a shared screen their full screen size and overlay the video feeds so that the screen size doesn't get shrunk down to show the other attendees camera feeds during a presentation. We've had complaints from end users that the screen is too small to see the presentation when camera feeds are on.
Field Not Displaying in Field Permissions for Specific Profiles
A specific field is not displaying in the field permissions for a specific role. In my case, I would like to configure field permissions for the "Complexity" field for the "Supervisor" profile, however the field does not display in the list. It displays for other profiles, though (screenshots attached). What would cause this?
How do I download the desktop plugin for Zoho Meetings?
How do I download the desktop plugin for Zoho Meetings?
Cliq and Zabbix Integration
Hi, I currently have Zabbix integrated with Telegram. Every alert that appears on Zabbix, the system sends a message to Telegram. I'd like to retire Telegram and migrate to Cliq, so every time Zabbix alerts you, a message will be sent to Cliq. Can anyone create this API? My Zabbix is internal and not published on the internet. Tks in advance.
The system cannot find the file specified
Hi Zoho Assist Team, We have just been trying out Zoho Assist but whilst trying to initiate a session, I received the following message "Failed to join session due to the following reasons: The system cannot find the file specified". Can you please help us understand the cause of this message and how to resolve it? Thanks, Roy
ZOHO CRM JAVA SDK version 2.0.x - Setting Proxy In Configuration Property
We are currently using Java SDK version 1.0.6. We are looking to upgrade to the latest version of the library 2.0.1. In the latest version of the SDK it seems the property files zcrmconfiguraiton and oauthconfiguration are removed and replaced by property map. In the 1.0.6 version currently we are setting the following properties: proxyHost= proxyPort= proxyUserDomain= proxyUser= proxyPassword= We do not see these being listed in the latest documentation. Can we still use them? This is very important
Page + HTML
Hello, Here's the scenario, Following Table is i am trying to achieve in page using searchString: Design No.: Shade No.: Quantity: 55830 250 100.00 56459 Blue 50.00 But i am getting the result as follows: Design No.: Shade No.: Quantity: 56459 Blue 50.00 55830 250 50.00 55830 250 100.00 Following is the code i used: <%{ Table = "<head><style>table {font-family: arial,sans-serif;border-collapse: collapse;width: 2px;}td, th {border:
Ask the experts: A 5-hour live Q and A session on Zoho People
The awaited 'Ask the experts' session of the month is here to give instant answers to your questions on Zoho People. Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions. What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge. Where to ask? Simply use the comments' space of this post to type in your questions. You can start posting your questions
Knowledge Base - Word of the day #24
A knowledge base is a digital repository where a company stores all of their support documents, and which is accessible to customers, prospective customers and employees. Through a successfully managed knowledge base a company can improve customer support practices by increased self service, which in turn leads to lower support costs and increased customer lifetime value. Here's an article about creating knowledge-base. Check out few community discussions on knowledge base. Watch this overview on
Kaizen #29 - Parameters in Zoho CRM APIs [Part 1/2]
Hello everyone! Welcome back to another week of Kaizen! In this post, we will shed some light on the Parameters in Zoho CRM APIs. What will you learn from this post? In this post we will discuss the parameters in Get Records API. In our upcoming post, we will discuss parameters in Search Records API and other generic parameters available in Zoho CRM APIs. Parameters in Get Records API Parameters in Zoho CRM APIs allow you to filter records based on your needs. For instance, if you want to retrieve
Function to assign a Potential to a Contact automatically
Hello. I have some forms integrated with CRM, so every submitted form creates a new potential. In the potential, I have "Main Contact" field, so I need a Function to assign the potential to the "main contact" automatically. So, imagine that I have an account name "ONE". This company submitted a form, that creates a new potential in my CRM. This potential, is directly created under this account "ONE", but I need to assign the main contact of this account to this potential. Could someone develop
Sent Mail Folder Not Showing Sent Mail
Greetings, I am not able to see a list of emails I sent in my sent mail folder. I can't find any settings that would impact this. I have tried the new view and the old view and it's not showing in either. Can you help please?
Best way to create custom fields that can be used across multiple modules
Video outlining problem: https://www.loom.com/share/0ac2f009f5b5426a9521fa3e439adfd7 I need to store multiple custom fields including currency fields, percentage fields and text fields related to an Account record. Field examples below: Deposit USD (currency field) Baseline GP GBP (currency field) Baseline GP % (percentage field) Target Revenue (pick list field) Referred by (single line text field) I want to be able to display this information across other modules: Contacts Module I want to be able
URGENT > I can't receive emails !
Hello, I created two email adresses 3 days ago linked to my domain name hosted by "I Want My Name.com". I am able to send emails from those two new adresses (contact@irene-eroticfanzine.com, submit@irene-eroticfanzine.com) BUT I can't receive any ones at all. Indeed I receive mail delivery subsystem email saying "the delivery has been delayed because the recipient servor did not accept our request to connect. Connection refused." What does it mean please? What should I do? It's really URGENT PLEASE.
Dashboard through REST API
Are we able to access the dashboard through an API even though it is not considered a module? I can access leads, accounts, deals, users fine, but not the dashboard data. Is there any way to get specific dashboard data by their ID? https://www.zoho.com/crm/developer/docs/api/get-specific-record.html
Tagging in New Version
Hi there, How can tags be added to records in the new version? In the old version Add Tags was right underneath the Lead or Contact name, but I can't find it in the new version... Hopefully, there is a quick answer, so that we can mover forward with our project. Thanks.
interface with mozilla
The interface is not displayed correctly in the mozilla browser, how can I fix it?
Migration Tool
Is there an updated version of the migration tool available?
Is Susbscriptions included with Zoho One?
Hi, we are signed up to Zoho One and I was under the understanding that Zoho Subscriptions is included within the price, however when I log in to Subscriptions it tells me I need to upgrade to go live. Why is this please?
Can I have multiple email addresses with my Zoho email account?
Hi! I'm wondering if it is possible to have multiple email addresses all setup on one account. I want to have support@mycompany.com, sales@mycompany.com, and accessibility@mycompany.com all go to my account. Currently, support@mycompany.com is setup and working well on a single zoho enterprise account. Is setting up multiple emails like this possible using one account? I looked into setting up email alicies, but it doesn't seem to do what I am looking for. What is a good use case for email alicies?
Say a big "No" to the anonymous web traffic
Look who has joined the league- presenting you all " Clearbit " - The humongous and powerful data suite. What can Clearbit do for you ? Well, it can turn anonymous web traffic of your website(s) into complete company profiles with incredible insights in a jiffy, thus saving you all from the tiring task of scrutinizing your website visitors just to filter out the probable prospects. Well, now lets see what are all the benefits that we can gain by integrating Clearbit with your SalesIQ account, 1.
Labels for Workflows
Could we please get the option to label workflows - I have some that contain 5-10 different functions and I have to go into the codes to work out which is which
Create New Event Based on Field Update
Hi All, I have been racking my brain on trying to do this and I can't get a hold of ZOHO crm support for help. Can someone please help me with this function coding? I would like to have a new Event Created in the Deals (we call it Opportunities) module when a date/time field is updated. The field name is "Measure Call Date". I know I can create a workflow but i'm struggling to create the function correctly. When a date/time is entered in this field, I would like the event to be created and added
COVID-19 Resource Hub
The sudden transition to remote working can be challenging to both employees and employers. To make this easy for your organization, we have created a Resource Hub, which is a compilation of all our blogs and infographics that offer valuable insights on remote workforce management. We hope this will be of some help during these tough times. Stay Safe!
Notification API - Turn off related record notifications ?
Hi, I've been using the notification api for a couple of weeks and having my app respond to updates in CRM for contact and account records. I noticed that when you update a contact, then a notification is always being sent for the related account as well. I can see how this might sometimes be useful, but right now for me it's more trouble than it's worth. I noticed when calling the Get Notification Details endpoint (https://www.zohoapis.com/crm/v2/actions/watch), the that json response contains
4.0 - Default Feed to 'Activity Stream' instead of 'Feed'
Hi: Right now you can click Home (actually your logo as Home is not clickable) which defaults to Feed on the left menu. Then if you want 'Activity Stream' (which IMHO is better than the Feed as it shows all actions but nevertheless) you click the 'gear icon' to switch it. My question is if 'Activity Stream' can be set as default when clicking your logo and going to Home. I have searched this forum and help and cannot find a solution. Any help is appreciated.
Individual Targets - Count of records related to Account Manager
I have a custom module which is owned by a user. The module is linked to an account and the account is owned by an account manager. I want to set individual targets for account managers based on how many of the custom module are created in a given period. I would like them to be able to see how they compare with their colleagues. The multiple bar seems like the right option, but it will only count the record owner. Is there a way I can use this in the above scenario? If not, are there other
ubuntu 20.04
El programa de sincronización no se instala en ubuntu 20.04 ¿Hay alguna solución para ello? Gracias
Kanban View
I can't make the Kanban view to work on Leads Module. It just doesn't show. Whenever I click on the Kanban module y shows a blank page and that's it. Am I the only one with that problem? Can you please help me?
Live Webinar: Learn how to make Zoho ShowTime your school's virtual classroom platform
In recent times, an increasing number of teachers are exploring online training methods to deliver online classes for students and create a more collaborative virtual learning experience for everyone. Focusing on this shift to digital learning, Zoho ShowTime is hosting a live webinar to help you transition seamlessly from your traditional classroom setup to a virtual environment and continue offering education. Join us in this webinar to learn more about setting up your digital campus, delivering
Form Submission all the way thru attached item Flow from forms to Recruit
Hi All, we are in the process of migrating all of our staff over to Zoho at the moment, we, however, have been using various Zoho products for some time now. 1. The Candidate fills in a form online (Zoho Froms) 2. From is merged in writer 3. Form is emailed to HR department 4. File Is made in work drive Applicants : (first name | Last Name | Candidate ID) Save File as: Accounting Questionnaire (first name) (Last Name) (Candidate ID) PDF if folder Already exists Add to their Folder Save File as:
Lookup-Field-Search as parameter for reports
Hi there, I love the functionality Zoho Creator is offering, its awesome! One thing I could figure out properly (probably because I'm not using the correct search terms), is how to do the following: I want to have one page with a big variety of lists and KPIs, but all the underneath data should be filtered by one criteria. I figured out, how to pass the searchstring from the search widget to reports, however the search is not the best option to provide the criteria as it is free text field. I'd basically
ZohoCRM not displaying "Visit Summary" and "Visits - Zoho SalesIQ" information
Hi, I embeded ZohoForm on our website https://mynutriweb.com/join/ I integrated it with CRM and SalesIQ as per instrictions but it doesn't seem to work. I mean I can't see "Visit Summary" nor "Visits - Zoho SalesIQ" information in my CRM leads - any ideas how to fix that? thank you
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