Request time already booked
Hi there, I want to set up a way that if a client wants a time and a resource that is already booked they can request a notification if the booking gets cancelled or rescheduled. So let's say John wants to book Chris for 2 hrs on Tuesday starting at 1pm, he checks and see's that Chris is free so books him. Later that day Jenny also wants to book Chris for 3 hrs on Tuesday starting at 1pm. Is there any way that Jenny can register an interest and if John reschedules meaning Chris is now free that Jenny
Hide A Candidate
Is it possible to hide a candidate from another User? We're hiring a candidate and would like to restrict their access to their own profile as well as the other candidates interviewed for the position. Thank you. -Joe
Outlook stopped working with no change
I have not changed anything. It was working fine as of yesterday and all of a sudden started giving me issue with authentication fail. After all I used the same password logging in online and posting this. Have been waiting on phone for help for last 45 minutes. It scuks.
How to close alls associated quotes and tasks, when a Opportunity is lost?
We designed the CRM to have the Potentials als Opportunities. Now, when we loose a opportunity, we would like to either make an automated workflow, that when an opportunity is set to lost, to close all quotes and tasks, or make i via Blueprint and a "one-button" solution. Here is my current script for the quotes (it is my first own script, so it might be very bad :D) potIdStr = potId.toString(); relatedQuote = zoho.crm.getRelatedRecords("Quotes","Potentials",potIdStr,1,200); mapVariable = Map();
Exchange/Outlook to Zoho Mail
We currently use Exchange for our Mail Accounts, and Outlook (local, not 365) for email. We are a small company of 15, but absolutely live in email exchange info with clients. I am about 4 months into implementing Zoho, and feel that live would be much easier if we could move to Zoho Mail. I would love to try it just with my account, but apparently that can't be done. Our contract IT guy is absolutely fighting me on this - he hates Zoho. My questions are this: 1. Have any of you actually switched
My Vendors pay me commission: should they be Accounts?
Hi, I would like ideas on the following business scenario: I'm a Zoho Consultant (soon to be Zoho Partner), and I offer complementary services through Vendors, for example VoIP telephony, Partner Management platforms, Web design. These Vendors are Vendors because they have a product/service that I use for my clients, however, they are an Account in the sense that they give me a comission and I don't have to buy their services directly. How would you set them up? Thank you
Access Token/Refresh Token are not being associated with currentUserEmail
I'm working on integrating the Zoho PHP SDK and while I have gotten the Oauth2 flow set up and the database persistence working, it seems that whenever it attempts to utilize the stored Refresh Token to refresh the Access Token it is failing. This seems to be occurring because when the Refresh and Access Tokens are initially created, a useridentifier is not being saved in the database. When the Tokens are being initially generated and saved, the useridentifier is set by checking who the Access Token
Attachment size limit
Is there any plans to increase the size limit from 5mb? Surely this can only make more money for Zoho? Or i have seen a forum post proposing shared links to saved files when saved in Zoho docs
Is there a way to send Uploaded Files from one application to another using postUrl?
I need to send a file from an application on one account to an app on another account, possibly using postUrl(). I'm currently getting an error when attempting this. Is there a way to resolve this?
How to - I sent a ZOHO CAMPAIGN Email - Want the email to then update the CONTACT's "LAST ACTIVITY" and "MODIFIED DATE" in ZOHO RECRUIT
I created a "CONTACT" view in Zoho Recruit and then did a one time email import into Zoho Campaign. After sending the emails through Zoho Campaign I see the email in the CAMPAIGN'S section of the CONTACT in Zoho Recruit . IN Zoho Recruit, I would like the CONTACT's "LAST ACTIVITY" and "MODIFIED DATE" to be update to when the CAMPAIGN email was sent out. I am sure there is a setting for this. Need help figuring this out.
What's New in Zoho Inventory - February 2020
It's the first post of the new decade and we are excited to share the recent updates that were added to Zoho Inventory in the past month. View the price lists associated with an item When an item is associated with several price lists, it becomes difficult to identify the item's rate in each list. For that purpose, we have added a section in the item details page where you can view the different custom rates applied to an item in each list and edit them then and there. Note: Markup/Markdown price
Tracking
Hey there! Could you pls tell me if there's the possibility to "track" an account's actions so that to see, for example what they did in ZOHO the last week/ month? Thx in advance!
New Features rolled out on Feb 28, 2020
Advanced Analytics for Site24x7 Advanced Analytics for Site24x7 helps to improve your service/platform availability & quality with meaningful insights on outages, alarms, monitors, and infrastructure. You can easily track the outages by analyzing the key metrics such as downtime count, duration of outage, frequency, and more across locations. This helps in identifying the root cause of downtime and take appropriate steps to maximize website, application and server performance and availability. The
Timeline in detail view
Hi, How do I create a more rich details page about, for example, a project. So when you click on a project in a list it goes to a new page which shows the information about it, but also a timeline for that project only. I think the pop-up sliding in from the right isn't big enough for large projects with lots of information. Thanks, Stefan
What is the best way to track hired candidates?
The ATS that we previously used had a "placements" section for us to track all candidates who had been hired to jobs. What is a solution for tracking placed/hired candidates on Zoho Recruit?
Marketer's Space - Template Editor elements - Boxed Text
Hello, In the previous post, we looked at editing your image in Template Editor. Today, we'll learn the usage of a boxed component. Sometimes you may need to present content that is indented. Here's one way you might do it: Insert your text. Manually insert spaces or click the tab button to move it over. Since this tedious method may lead to formatting issues in some browsers and mobile devices, the Boxed Text component can come handy. It lets you indent text without the fear of formatting
Domain Look Up fail on shalfintravel.com
Domain Look Up fail on shalfintravel.com . (Undelivered): 554 5.4.4 Domain Lookup Failed nonreply@iata.org - Password reset is not delivering on accounts@shalfintravel.com & info@shalfintravel.com Please let me know how to fix it OR Kindly fix it . .. Error message below ---------- Forwarded message ---------- From: Mail Delivery System mailer-daemon@salesforce.com To: iatacustomerservice=iata.org__2wy3ew7lc65hvx8f@rukagbkgn6r56fql.8q2fxtz4k192aoon.lfeah.2-8tfeay.eu32.bnc.salesforce.com Cc: Bcc:
Legal validity of photos via Zoho Expense
Good morning, A question arises with regard to the dematerialization of expense claims. A question arises with regard to the dematerialization of expense claims. Are photos taken with the Zoho Expense application legally valid? Is there a code that is assigned to each photo to verify the authenticity of the photos? Like Zoho Sign. (We are in France). Thank you in advance
Intergration with Chargebee
I have added via the App Chargebee and I cannot connect. The api key and site names are correct. I am not sure what the connection name should be. When I authorize I keep getting "Null"
Zoho MAIL IS DOWN
I cannot access my mail and Zoho is not responding to my request. Please upvote if you are also experiencing problems.
How Can I use COQL via deluge?
Could anyone give me a sample code about COQL via deluge? I try the following code. But it is not work. param = Map(); SQL_string="SELECT First_Name, Last_Name, Full_Name FROM Contacts"; param.put("select_query",SQL_string); response = invokeUrl [ url : "https://www.zohoapis.com/crm/v2/coql" type : POST parameters : param. connection : crm_all ]; info response;
#2 Ask the experts: A 5-hour live Q and A session on Zoho People
We are back 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 now and our product experts will be answering them
When can we expect a "tags" field type to be added to Zoho CRM?
We received an email a while back notifying us that a "tags" field was coming. Is there any update or ETA on this? We use this in Base religiously and it is one of the reasons we have not migrated all of our users to Zoho yet.
Moving receipts
I have been assigned as a delegate for my boss. He has started to put some receipts in different reports but I want to move them so that the report dates match the credit card statement I am reconciling. How do I move receipts from one report to another?
Errors While Trying to BulkWrite Upsert C# SDK
Hello, I’m attempting to use the BulkWrite API, CreateBulkWriteJob() with the Upsert operation, however I’m encountering an error that is related to the “required find_by” key. I was hoping someone could provide further information on the purpose and use of this key. If I try to run the CreateBulkWriteJob function without specifying FindBy, I get this exception message: “Required key find_by is not available” If I try to run the function and specify a FindBy key, as seen in the documentation
backup & clear receipt inbox
How can I backup the entire receipt inbox (other than downloading 20 or 50 at a time) and then clear it (of all reported expenses)? Thank you. Would really like to see a clean inbox if all expenses are reported (and even submitted, reimbursed). It is misleading (and demoralising) to always have a full, messy inbox containing a mix of fresh unprocessed receipts AND receipts already processed into expenses (in various stages of approval for reimbursement, archiving etc.) Processing the receipts
Zoho Or Knack
Hi, At the moment i'm creating an app with Knack that needs to handle team scheduling, equipment reservations / bookings (with stock on certain dates) and combined with this a ticket system (and maybe in the future time tracking). With Knack i'm running into the issue that it doesn't handle time/reservation systems very well. Does Zoho do this better? In the system I want to have multiple types of data that all needs to be combined: Team / Crew Projects Freelance crew Equipment (with the possibility
Latest Updates: Request remote access, filter Q&A and other enhancements
Hi there, In the last couple of months, we released two useful features, made some good enhancements, and fixed major bugs to turn Zoho Meeting into an even more efficient tool for conducting online meetings and webinars. Take a look at what's new. Features Filter unanswered questions in webinar Q&A: During your webinar Q&A, it's easy to miss some attendee questions while providing multiple answers as quickly as possible. To avoid this, you can now view all unanswered questions using a checkbox in
Importing Notes - owner not updating
I am importing Notes from our internal database as a Csv File via the account + notes button. The note is imported ok against the correct account with a title but i have also matched owner against the email address of the staff member who created the note but all the notes imported are showing against myself rather than the owner. Any ideas why this is? ( I actually wanted to import them via the migration tool or API however I have learned the CRM does not allow me to edit dates or owners via
Lost data
I added a significant amount of notes to a notebook I previously created while I was flying on a plane. I figured that the data would be saved (simple to Google Drive) even though I didn't have internet. I added the notes, clicked the checkmark at the upper right, and assumed my data was saved. It wasn't. Is there anyway to retrieve it? Very desperate.
Editing a taskcustomview
Hello, I'm trying to edit a custom view I've created last week and clicking on the edit/pencil give a nice blank page with the text `taskcustomview`
Restrict or Hide Stage Options on Deal Creation
Here's my case that I'm trying to solve. We use Zoho for our mortgage company, and I need to be able to restrict the stages users have access to (Stages are "Getting Started", "Application Complete", "Pre-approved", "Setup", etc....) Our workflow is the following: 1. User creates deal 2. Blueprint restricts user from moving deal stage and only allows ops team to move it forward However, on deal creation, I want to be able to force the stage to be "Getting Started", so they have to go through the
Opening Balance Shows $0 when Reconciling
Hi there - I'm new to Zoho Books and am in the process of doing my first reconciliation. I have set it up to reconcile a month of transactions within a Bank Account and have double checked each individual transaction is correct. Everything adds up, but Zoho Books is telling me that there is a difference in amounts -- and it's exactly the amount of the Opening Balance. Looking closer, I notice the reconciliation page is listing the Opening Balance for this Bank Account as $0 which is not what I have
Zoho CRM for B2C
Hello, I am brand new to Zoho and I am not quite sure how to set up the tabs for a B2C environment. I work at a travel agency and I am confused as to how to set this up. Like when a "lead" wants a proposal for example I would convert this lead into a "potential". However, when doing this the info automatically shows in both contacts and potentials. The best thing would be to be able to have only customers in contacts and not a mix between both potentials and current customers. I tried to add
Statement Execution Limit Problem
Hi, I'm trying to fill some drop down boxes based on a previously entered value, where it has to search through just under 1000 entries. here is the code: for each AT in Asset_Types { if(input.Asset_Type = AT.Asset_Name) { for each AC in AT.Asset_Components { for each CT in Component_Types { if(CT.Item_Name.contains(AC)) { prefix = CT.Component_Code_Prefix; for each comp in Component_Stock { if(comp.Component_Code.contains(prefix)) { if(i = 0) { input.Part_1:ui.add(comp.Component_Code); } else
Tags... Lots of tags but not #Tags
Hi, Just an idea I thought of after a training session the other day, not sure if anyone else has mentioned it. it would be great if we could tag posts/people/anything within ZS and have a search area to search by tag. EG. Tag a draft post as 'Approved' or 'Needs More Work'. Tag a post/message/reply as 'Support Needed', 'Follow Up', 'Waiting Reply', 'For Accounts', 'For Sales'. Tag a connection as 'Lead', 'Prospect', Influencer'. You could create whatever tags were important to your business and
Zoho Books - remove recipient email address on an Invoice
When creating an invoice in Zoho Books, a recipient email address continues to show up even though that user has been deactivated and removed from my customer's account. The email address/user name is no longer active anywhere in Zoho (Projects, CRM,
Ask the Experts 11: A 5-hour online Q&A on Zoho Desk Integrations
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 specific to topics related to Zoho Desk. The panel will be available for a 5-hour period and will answer any
Changing Subform Fields via Script
Hi I have a process that basically confirms an order, the MainForm sends Email, the Email links to Stateless Form, the Stateless Form changes the Confirmation Field on the MainForm. This all works wonderfully but I now need to change the value of a field in rows on a subform in the main form when the Confirmation Field is changed. I've tried daisy chaining the scripts via 'On User Input' of the changed field but this only works when I change the field manually in the form, how do I get it to change
Getting TEMPORARILY DEFERRED DUE TO USER COMPLAINTS sending to YAHOO user
FORUM: I signed up for my new Zoho email account 3 days ago (switching from Earthlink). I had no problems SENDING several emails to a Friend@yahoo.com UNTIL TODAY. Now they are ALL rejecting with this message: -----The following addresses had fatal errors----- [Status: Error, Address: <Friend@yahoo.com>, ResponseCode 421, 4.7.0 [TSS04] Messages from 135.84.80.237 TEMPORARILY DEFERRED DUE TO USER COMPLAINTS - 4.16.55.1; see https://help.yahoo.com/kb/postmaster/SLN3434.html ] Please HELP me. What do
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