Converting single line field to time sheet
Is it even possible to convert a single line field to calculate start time and end time in zoho? I would also like to add a time for lunch as well.. Example 30 minutes or 1 hour lunch to subtract from start and end time. I have found a few resources online like https://app.zohocreator.com/martryl/date-time-functions#DateTime but I cannot figure out how to do this without implementing the date-time field. Is this possible in Zoho Creator? I'm working on building a timesheet application that my employees
Update a Task in the CRM
Hello, I'm trying to create and update Tasks, and I'm running into a problem. i have simplified my code down to the following (i.e. getting and updating a task having made no changes to it), which throws an exception: ZCRMModule tasks = ZCRMModule.GetInstance("Tasks"); ZCRMRecord task = (ZCRMRecord)tasks.GetRecord(206228000003200163).Data; APIResponse aPIResponse = task.Update(); Any help or guidance on this would be greatly appreciated. Thank you Phil
Cant Find A Variable
Hello, I need some assistance : i want to send me by email (later use this variable with WebHook) the tracking number (text field when i ship a package, look at the first attachments) but i can't find this variable. I try a deluge script but it doesn't work. Can someone explain me how to access this data? Thanks
Cannot Set Referrer or First_Visited_URL via the API
Hello, I'm working on a custom form that needs to do several things on our website, one of which is to add a lead into Zoho CRM. We used to use a Zoho Webform for this, but the number of things we now have going on make that impossible. I'm trying to set either the 'referrer' field or 'first_visited_url' field when a I add the lead to Zoho, but neither seem to work nor do they return any errors. The lead gets added with the rest of the fields I have specified, and those fields blank. The date I'm
Marketer's Space - Template editor elements - Paste as Plain Text
Hello, In the previous post, we looked at the Boxed Text component. Today, we'll go over an interesting hack about pasting text into the content section. When you are copying and pasting content into text components, it's always better to choose the Paste as Plain Text option in the pop-up that appears to avoid formatting issues. Let's learn more looking into this user scenario : Candace runs a bookstore and sends campaigns about the bestsellers, including an excerpt from them. She observed
Zoho Creator XML RPC API - Add Record NOT WORKING - returns 200 success with empty response object
Hi, I am trying to add a new record to a form using the Zoho Creator XML RPC API and it's not working. The API always returns a 200 success code with and empty <response /> object, but no data gets inserted/added, nothing happens. (If I use the REST API, it works but REST doesn't support adding data to subforms) Here's an example request to a basic form that has only 1 field : XML RPC API (Not working) : REST API (working but cannot add subforms) : Si essentially I have 2 questions : 1) Can someone
Kaizen #25 - Zoho CRM API - Common Errors and Error Handling
Hello everyone! Welcome back to yet another post in Kaizen! In this post, we will discuss the most common errors that you may encounter while using Zoho CRM APIs. You can consider this post to be a concise guide that you can refer to whenever you are stuck with any error while making API calls. All Zoho CRM V2 APIs follow REST standards, i.e, they use the HTTP request methods GET, POST, PUT, PATCH, and DELETE. Here is a quick glance at the functionality of each request method. GET : To retrieve
Task or Event
I am looking to find out which would work best out of these 2 (or if anyone has another suggestion). We sell mortgages. The mortgage has a tie in period for say 2 years - but not exactly 2 years, it could be 1 year 11 months or 2 years and 2 months for example. About 3 months before their deal finishes I want something to pop up in our tasks/events/jobs list for us to contact the customer. So that we can explain their deal is coming to an end and do they want us to look into it again for them. I
Crm custom TAGS
Hello! We are shaping the desk client portal, and we want to put several articles in the knowledge base. Is it possible to create an article with crm TAGS? we want when the customer sees the article they can see a setup manual and put their username and password A greetings
Reducing number of participants
I have subscribed for 1 host and 50 participants with Zoho Webinar. Now I want to reduce the number of participants to 25. How can I do that? What is the procedure?
Auto Add Title and Tags with AI
Pleade auto categorize notes/tags with ai, or st least make some smart title function that generates titles
Add New Rich Text Field
I really need to have rich text formatting for the resolution field. If this isn't available, is there any way to do this or to make a new rich text field in the ticket template? Can someone point me in the right direction?
Spring mail sender return
Mail from my Id is getting failed with the following error: Failed message 1: com.sun.mail.smtp.SMTPSendFailedException: 553 Relaying disallowed as <Remigius@Remigius> Below is the setup: spring: mail: default-encoding: UTF-8 host: smtp.zoho.com username: <<myemail@company.com>> password: <<password>> port: 465 protocol: smtp properties.mail.smtp.socketFactory.class: javax.net.ssl.SSLSocketFactory properties.mail.smtp.socketFactory.fallback: false properties.mail.smtp.startssl.enable:
Deals - Word of the Day #5
Deals (or Opportunities) are potential sales deals or revenue-generating events. A deal can be with an existing Account or with a new Account. CRM software can be of use in enhancing opportunities as it helps track, manage and organize all information and activities related to Deals. Check out a few knowledge base articles on getting started and working with the Deals module. A quick video on how to define Deals! Previous 'Word of the Day': Accounts Next 'Word of the Day': Analytics
Hide button offline
How I can hide chat button when agent is offline. Can I do it with API or configuration?
Fields in layout rule randomly appearing when condition not triggered
Hi Zoho CRM team, My sales team has brought this to my attention that fields in the opportunity layout which are part of a layout rule are appearing when creating a new opportunity, even when the conditions are not met. The layout rule was set up in June 2019 and has been working until recently. You guys know any reason why this problem suddenly started happening?
filter stopped working after years
Hello all, I've this basic mail mail filter set up and working for years, I would send email to a folder based on sender and subject. Yesterday the filter stopped working and the email was collecting in my inbox. I know the only events that happened was I inadvertently moved the destination folder to a new location and then back. when I noticed the filter not working, I checked the filter to ensure all values were correct, and they were. I created a new filter to perform the same action, and that
Ask the Experts 12: We're here to help you work from home, with Zoho Desk
Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums, wherein a panel of experts will take on questions about topics related to Zoho Desk. The panel will be available for a 5 hour period and will answer any questions
Fetching Data from Lookup Field of a form.
Dear Sir / Madam, I have a form name Item which have multiple lookup field including one mane field named Item name , Lookup fields are Item category from category form and Item unit from Unit form. Now I wan't to create another form where I will setup a look up field for Item Name from item form and have two single line field which will show Category and unit of the item i select in lookup form. Could you please help me telling how to do this in zoho creator. I have searched but could not find
Zoho Cliq Overview Video
Hey Zoho Community, With the recent Zoho Remotely Suite being launched for free we decided to share some content on each individual product and give an overview of them. Here is our overview of Zoho Cliq. We hope you find this useful and enjoy! https://zenatta.com/zoho-cliq-product-overview/ Cheers! Zenatta Team
Shared contacts in Zoho email
I would like my organization to have a common list of contacts that all ActiveSync users can see. Is this possible?
Send as alias using Outlook
Hi, I have two domains on my account. I know I can create aliases from one to another and I know I can send emails using webmail client from the created aliases. I want to do the same using Outlook 2010 but just simply changing from field to alias email address doesn't work. I get error code 551. Is there a way to accomplish this without setting the account type as IMAP because I want to be able to use POP to download messages from the server permanently. Thanks and regards, Sinan A.
Custom button on list view
I want to add a custom button on a list view that runs a custom function. In the custom function I'm mapping the ID as the argument. I assume all the ids of the selected records get passed as some sort of array? How do I iterate the array to perform the function on each selected record? My function/button currently works if I select just one record but not if I select multiple records. (How can I easily see exactly what gets passed to the function?) I found this forum question which suggests id of
Server responds with Internal server error for Lead search API call
Hello, Since today we are having problems with: https://www.zoho.com/crm/developer/docs/api/search-records.html API call. When a Lead exists on CRM we regularly get {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"}. Example: * Lead exists on CRM call: curl "https://sandbox.zohoapis.com/crm/v2/leads/search?criteria=((Email:equals:mailexists%40mail.com))" \ -X GET \ -H "Authorization: Zoho-oauthtoken sometoken" {"code":"INTERNAL_ERROR","details":{},"message":"Internal
Hide fields based on input of lookup field
Hi all, I have tried different scripts but i keep getting errors. All i am trying to do is simply hide two fields when a certain input is chosen in the lookup field. Lookup field name is: Job_Name Other two fields i want to hide are: Cost_Class and Cost_Codes So, IF "No Job" is chosen in the lookup field Job_Name, I simply want to hide Cost_Class and Cost_Codes ELSE, show fields I have the code as follows: if(Job_Name.Job_Description == "No Job") { hide Cost_Class; hide Cost_Codes; } I keep getting
Multiple Super-Admins
Have more than one super admin capable of creating and modifying user accounts. For example, our Technology Manager is our super admin, however he might like to delegate the task of removing user accounts to one of his support staff whilst still remaining a super admin himself.
Sorting Values based on a certain Field Name and then Rendering to Table
I have a table that is getting all the correct values, and the only thing I want to do is sort this table when rendered by the Date_of_Invoice. I cannot figure out for the life of me how to do this or where to begin. Any help would be appreciated. Here is the code: <div class="divTableHeading3">Section C: Trust Distribution Payments</div> <div class="divTable1"> <div class="divTableBody"> <div class="divTableRow"> <div class="divTableCellB">Trust</div> <div class="divTableCellB">Amount from Trust</div>
Field updates across modules
Hi, I'd like to differentiate accounts between potential customers and customers, who already purchased our product. Ideally, the information should be included in the custom field in Account. Is there any way how to make this happen? Probably workflow, but not sure how to make it done between multiple modules. Thanks! Tom
Before you migrate from Gmail to Zoho Mail read this.
We recently migrated from Gmail to Zoho Mail and found email intermittently stopped syncing with CRM. This is the response from Premium Support; "if you want the email to be shown in record then you will have to unarchive the particular email" "either you can unarchive and see it in record and if you want all the archived emails also to be seen, then we would suggest gmail". Surely Zoho could provide a better answer than that. Any one have ideas?
ZohoCRM sync both ways with a Spreadsheet App?
Is there any Spreadsheet application that syncs with ZohoCRM records both ways, available with the built-in functions of ZohoCRM Professional? Spreadsheet program examples would be either: Excel, Google Sheets, Zoho Sheet. My goal would be to do a 2-way sync of all records in the Potentials module.
#4 Tip of the week: Capture employee location with every check-in
Here is a tip from Zoho People to manage remote work.You can capture your employee's location while they are checking-in using their Zoho People application. Every check-in entry will reflect the location of your employee. This is a great way to manage your employees' attendance even while they are working from their homes. Learn more.
Send Attachments via SendGrid
We have implemented a SendGrid integration with Creator, we have had to use SendGrid so that we can send from more than one email address. The integration works fine but we wish to extend it to include Attachments. We could do this using the SendMail function in Creator however in doing this we loose the ability to control who the email comes from. Has anyone implemented a SendGrid integration to include attachments. Thanks Gordon
Passing a variable value in a Permalink to a Form
I want to send a user a customized permalink to take him to a form. When he click on the link, I want to pass his username or ID to the form so that the Form can show only information relevant to him. For example, when a call desk captures a new "fault" based on a telephone call received from a client, I want to send an email to the client with a permalink that includes his TicketNumber. If the client clicks on the link, he will be able to seen progress on that specific fault and he would not
What's new on Zoho Marketplace for March 2020
Zoho Marketplace houses 940+ extensions to help you improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in March 2020. Zoho Forms for Zoho Sites Create customized forms, track their performance, build
Updates on remote work using Zoho Meeting
Hi there, We hope that this post finds you in good health. Around the world, our fellow humans are fighting the COVID-19 pandemic, and businesses are doing their best to protect employees by adopting safe work-from-home policies. On our end, we are gearing up every day to help businesses operate as close to normal as possible by offering tips on how Zoho Meeting can help them work remotely. Video conferencing in the beta version Since more teams have started working remotely during this global crisis
Add Row Creation Date
Hi guys, I'm looking to automatically add a 'date created' field to rows on a sheet which are being populated from a Flow. Whats the easiest way to accomplish this? Thanks in advance :)
How can I link a contact with a product?
Hi there, When creating a contact, how can I assign it a product that I already have created? For example, my company sells snow trips, so I create the product "Snow Break" with its price and the quantity of spots I have. When we start to receive bookings, how can I create a contact and add to this specific product in order to know how much are going each week? Is it possible? Thank you in advance.
Recherche ressource developement API et SDK
Bonjour, Est ce que quelqu'un connaîtrait ou je peux avoir des conseils et ressources sur le développement avec l API Zoho CRM ? Le support est malheureusement déplorable. Cdt.
CRM Hack #6 Notify the manager/higher-ups on unattended new leads
Hello everyone ! Strike when the iron is hot', they say. This is perfectly true in sales. Research shows that a whopping 35%-50% of sales goes to the vendor who reaches out first! And here is the bigger deal- the chances of converting is 9x more if you reach within the first 5 minutes! And I share this stats for a reason :) This week's hack is for the sales supervisors or managers who have a tough time dealing with new leads that are left unattended. I'm sure you've faced instances where a Lead or
Community Digest - March 2020
Announcements: Check out the new, revamped record details page in Zoho CRM that's easier on the eyes Custom Buttons now available in the List View - Utility Menu. Learn more. Field limits are revised for the enterprise edition. Effective contact management with extension pointers that allows you to fetch contacts from Google into Zoho CRM. Lead conversion mapping now in Sandbox with the ability to attach files from Zoho WorkDrive. More than 900 extensions in the Zoho Marketplace to enrich your experience
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