Service Failure submission form?
I am trying to make this application work for this need. Below is the scenario I need to perform. I have the first three figured out - done 1) Vendor has a service failure 2) Employee records the service failure using a form 3) The information is sent to the vendor in an email "Service Failure Notification" Here is where I need guidance 4) The vendor needs to open the form (edit available fields) and enter their reason for failure, their name, the date, and their corrective action 5) Vendor submits
Tips and Tricks #21: Insert online videos on the go with Zoho Show for Android
Hi Everyone! Visual learning is a trending technology to enhance audience experience in the presenting world. Presenters prefer videos to static images because they make presentations made more dynamic, engaging, and informative. In addition, they are
Display calendar report more than one field?On any chances?
Hello, I have a seminar date form and It has 3 different time value. I want to show these 3 dates on same calendar. What I read that it is not possible on calendar view? I also tried add zoho calendar events but this time I can't add seminar names to event name because It shows only string data :( I also use .toString() expression but This time zoho calendar shows me just long numbers because seminar names are lookup data :( I spent lots of time for this, How can I found a better way instead of
Zoho CRMのキャンペーンタブにある子キャンペーンの活用方法
いつもお世話になっております。 Zoho CRMのキャンペーンタブに、数か月前から［子キャンペーン］というセクションができて、 キャンペーンのデータに対してほかのキャンペーンを関連付けることが可能になったと存じます。 この［子キャンペーン］は、どのような運用をイメージして追加されたものなのでしょうか？ 弊社では、キャンペーンにオンライン／オフラインを問わず、見込み客や顧客との接点となる施策を すべて登録しております。 たとえば、今期のセミナーというキャンペーンがあったら、その子キャンペーンとして、 開催日ごとのキャンペーンをひもづけるような運用が考えられるかなと思ったのですが、 特に子キャンペーン同士の［予算］や［実際の反応数］といった数字項目が自動計算されて 親キャンペーンに入る仕組みでもないので、どのようにデータを持たせるのがいいか検討しております。 Zoho公式としてどのような運用をイメージした機能なのか、お教えいただけますと幸いです。 また、「子キャンペーンをこんなかたちで使ってるよ」というユーザ様がいらっしゃったら、 活用例をお聞きしたいです。 よろしくお願いいたします。
Contacts with multiple roles/accounts?
Hi Zoho Community Opening a question in regards to single contacts that either have several 'roles' in a single account or have several accounts that they are part of - what is the best way to manage this situation? (An example of this is a Doctor that provides services at 3 hospitals - 1 contact/3 accounts) Thanks
GST treatment for special cases
Hi, Post-GST, Zoho has added a field GST treatment for Zoho Expenses and Bills. I would like to know what should be the GST treatment for the following expenses: 1) Fuel Expenses such as Petrol/Diesel etc. 2) Employee Salaries and Wages 3) Petty cash purchases from unregistered dealers up to INR 5000/day for which we are not supposed to upload invoices under RCM as per govt regulations. The Various relevant heads which might be relevant here are: 1) Unregistered Business 2) Non-GST supply 3) Out
Reminder: Webinar on how to build Zobots from scratch.
Today, Zoho SalesIQ is all set to host the first webinar of the Zobot 101 webinar series - a webinar on all the basics of Zoho SalesIQ and the Zobot and we want to ensure that you successfully attend. In the webinar, you will learn about: Zoho SalesIQ's efficiency Why do you need Zoho SalesIQ for your business? The Zobot and its capabilities How the Zobot works How it can replace the operators in your organization and so much more. Webinar Details: Title : Introduction to Zoho SalesIQ and Zobot
Two Territories, One Account Owner?
We have a sales person who will now be overseeing 2 territories for the foreseeable future. His existing territory (T04) is Ohio and Pennsylvania; the new territory (T17) is New York and Connecticut. I recently ran a couple of tests and found that both territories are assigned to the accounts, not T04 for the OH and PA accounts or T17 for the NY and CT accounts. We'd prefer to have the territories assigned individually. Is this possible? Thanks! John Galich
FEATURE REQUEST: push Zoho CRM Feed comments to Cliq
It would be a good way for the team to stay up to date from within Cliq
Generate new Opportunity/Deal from old one, but bring over all Contact Roles
We have annually recurring Opportunities. Is there a trick to duplicate closed Opportunities bringing in all the existing Contact Roles? We have hundreds of Opportunities to bring over - right now simplest is to export to CSV, adjust and reimport as new Opps, but this won't bring in the Contact Roles (i.e., because of many-one schema).
Customer Self Service Portal Invitation Registration button not working in IE7
We had a customer contact us after they received the invitation to join our portal and she said the registration button did not work in IE7. How do I help her and how can we get this fixed for other users? Thanks! Jody
What's new on Zoho Marketplace for January 2020
Zoho Marketplace houses over 885 extensions to help you improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in January 2020. Client Portal Extension for Zoho CRM Select which Zoho apps are made visible
Does Zoho Flow support Custom Fields in CRM Tasks?
I have been having issues with creating a flow which updates a Creator form when a task is closed in the CRM. The field I need to map to the Record ID in Creator is not available in the dropdown from Tasks in Flow. It is a custom field in tasks. This field is populated with the Creator record ID on submission of the form. If I rewrite the workflow deluge script in Creator to populate a different task field ( Layout_ID) with the Creator record ID - this field IS available in the dropdown and can
Does Commerce support the same "Dynamic Content" element as Sites?
Does Commerce support the same "Dynamic Content" element as Sites?
PayPal "Bank" account does not appear on the Balance Sheet
I have an active PayPal bank account in Books, which is linked to my PayPal Pro Business account. The PayPal account in Books has a positive balance. The PayPal "Bank" account does not appear on the Balance Sheet. How do I get it there? Ken
Add description field to each workflow
hello, I have a workflow that has 25 different conditions. Different actions happen based on the criteria set for each condition iteration. 25, and that still doesn't cover 5% of my requirments. Now The WF itself has a descriptions, but it will be more wonderful if we can get description fields for each condition so you know that the differences are and how they differ, and how they affect your whole workflow. You already have this going in Blueprint where eeach transition has its own descriptions.
Add Tags in Contacts and Accounts and integrate them with Zoho CRM
This is a two part feature suggestion but it is related so I'll put it in one request. Please consider: 1. adding Tags to Contacts and Account modules in Desk 2. allowing integration of Tags between Desk and CRM Tags are a great tool to quickly and easily mark and segment Contacts and Accounts. It would be great to have the capability to extend this from the CRM to Desk. A similar feature already exists between CRM and Campaigns so Tags can be used to create custom segments within mailing lists in
language not working completely
Hi Zoho, Dutch is not supported, that is why we use English and use the label editor. However it does not seems to work on every label. Is it still in progress. best regards
Tip 18: How to add scrollable Add Notes field to a form.
Hello folks, In Zoho Creator, the Add Notes field is commonly used for providing instructions or additional information to users, like to display "Terms and Conditions" or other important info. But how do you add lengthy text to the Add Notes field without making the form too long? The answer is to use HTML to add a scroll bar to the Add Notes field. Follow the steps below to add a scroll bar to your own Add Notes fields: Step 1 Drag and drop the Add Notes field into the form builder and click
Deluge Skript Send Mail by Date
hi, I need a Deluge script that checks on schedule if a date in a form is reached and then sends me an email with the corresponding form title. But I can't get anywhere with the Deluge script. Can anyone help me? I have the schedule already Can someone write me an example of a Deluge script? I dont understand it.
Sunsetting Zoho CRM API Version 1.0 - Updated (Dec 12, 2019)
Hello folks! The progeny of Zoho CRM APIs is here and we're immensely proud to introduce the latest version, V2, of APIs. Our API team has been hard at work to bring to you an API platform that has OAuth2 support, easy to use JSON response formats and a lot more. The newer version of our APIs can do everything it's predecessor can, and a lot more! We can't wait to share what we have in store for you. Please have a look at our support documents below, for more. API V2 Help document Zoho CRM V2 API
Max number of Blueprints
Hi, What is the maximum number of active blueprints that a module can have ?
number of contacts in free plan
Hello. How many contacts can I add to a campaign in the free plan?
Power On Frozen
Zoho desktop is frozen on Power on mode. I click it but nothing happens. Tried re-starting but that didn’t help. I need help!
Zoho CRM API Page Size and Sort
I am using the Zoho CRM C# SDK to communicate with the API. I am trying to get a list of all Accounts in Zoho for my company. I tried passing in a page size of 2000 so that I could get them all. I opened Fiddler to see what URL I was actually trying to communicate with, and here it is: GET /crm/v2/Accounts?sort_by=Industry&page=1&per_page=2000&fields=Account_Name,Industry,Modified_Time HTTP/1.1 I am getting a list of accounts back, but I'm only receiving 200 and it doesn't appear to be sorting
Adding multiple shipping and billing addresses for contacts programmatically.
Hi there! I want to add more than one address (for both shipping and billing) for each customer but I'm not able to do so, the only available thing is to add the default address and I searched this API documentation https://www.zoho.com/inventory/api/v1/#Contacts_Create_a_Contact
Why is the default Accounts Receivable not classified as an Asset
Why is the default Accounts Receivable not classified as an Asset? Is there a way to override this?
Date sorting in Kanban View
We use Kanban for all of our office meetings. Its a bit frustrating that the tasks will not go in order of date due. It would be a nice thing to see added any chance this is in the works?
XLOOKUP, XMATCH, and six more robust new functions!
XLOOKUP, XMATCH, and six more robust new functions! Hello everybody! Zoho Sheet has introduced eight new functions to help you create more sophisticated, efficient spreadsheets. Let's take a look at these functions and their usage. Let us know in the comments how you plan to use them in your spreadsheets! XLOOKUP (lookup_value; search_table; result_table; [if_not_found]; [match_mode]; [search_mode]) VLOOKUP, one of Zoho Sheet's most used functions, has helped people create reports or instantly look
Autopopulate Bank and IBAN fields in a subform
In the deals module I've created a subform for us to recap all how the payments will be executed. These will appear as a table like that: Percentage Phase Mode Bank IBAN 30 at order Bank transfer BANK1 IT20X23849327452348765 70 at test SEPA Direct Debt BANK2 IT20X23849327452348765 We'd like to have the BANK1, BANK2, IBAN1 and IBAN2 automatically populated as follows: BANK1 and IBAN1 should correspond
Mail: Mobile App: Pulling contacts from multiple accounts.
Mail: Mobile App: Pulling contacts from multiple accounts. I have the Zoho Mail App on Android (v 2.4.14) and have 2 "user accounts" available in the app (I only use them one at a time, that is, I don't use "all inboxes" option. When I enter an email address the app pulls addresses from both accounts' contact lists. This is very confusing as these accounts have very different contacts. I would assume and hope that it would only pull contacts from the active / selected account. Is there a way to
Duplication of contacts when syncing with outlook
Hi all - New'ish to zoho (and newer to zoho community), so kid gloves pls.... I'm sure its user error, however when syncing contacts from MS outlook to zoho we commonly get double ups (ie: Two of the same contact) and I cant work out why....! Any tips?? Thanks!
Sending mail with multiple users through the API
My problem : I have a single account on Zoho Mail with 2 users (a main user and a second one). I have a Zoho application to send mail with zoho from my website. Depending of the user logged in my website, I want to send mail with appropriate zoho mail. Actually the users on my website correspond to zoho users, that's simple. So when I try to send a mail with my main zoho user through the API, it works fine. When I try to send a mail with the second user, it does not work. Zoho returns a 500 Internal
Integrating CRM, Forms and Campaigns
Hi, I've created a form that is synced with CRM. Rather than sending the form link via mass email from CRM, I'd like to send it from Zoho campaigns so i can track it and send follow up emails to the unopened recipients. At the moment it's not possible to do this. Are there any plans to allow for this? Thanks Jane
Using "+" in email addresses
Is there a + capability in Zoho? For example, GoogleMail and Dreamhost both allow username+sometest@domain.com to automatically go to username@domain.com .
Idea : Creator Apps should be automatically added to Zoho One
Namaskaram. When we create a new app in Creator (if the account is part of Zoho One subscription), then we need to explicitly add the App to Zoho One, by opening the list of Apps and tap on 'Add to Zoho One' option. Instead, it would be better to have the Apps added to Zoho One automatically. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Trigger Custom Functions before automated sending of Recurring Invoices
Hello, we want to automate the accounting in our business. Therefore we want to use Recurring Invoices that should be created and send automatically. In addition there is a need to show the accounting period for the specific invoice, which is calculated by a custom function. This function works fine as long as we don't let zoho books send those invoices automatically. If we try to, the e-mail will be send without triggering the custom function, even though it's terminated to be executed when the
2019 in review: A look back at the Zoho Forms Mobile App
Hello fellow form builders, As we wrap up 2019, it's time to revisit what's happened this year in the world of the Zoho Forms Mobile App and give an outline on what's coming up next year. First things first. We want to say a big thank you for your continued support and constant feedback - keep it coming! 2019 has been tremendous for us as we continued to explore new ways to bring ease and power to mobile teams. Here's a quick rundown of what 2019 offered! What to expect in 2020? We are entering
Addition of Bank of Baroda to auto sync
it's been over a year since we have requested to add bank of baroda. All bank of baroda accounts (Current) are termed as corporate account. The link provided only allows to add retail account. every day we have to download pdf and upload it..kindly add
Zoho CRM workflow for emails not working as intended
Hi, I have this document that explains how to use workflow rules for emails, but the features explained in the document are not available in reality. I can only use the trigger " email received", and the actions create record or assign task. (Screenshot 104). For you information, I got the document from this link : https://www.zoho.com/crm/help/early-access-features.html?crmprod=1. I understand that this might not have been released publicly. If so, could you please give me early access? We need
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