Sum individual discounts from line items to the quote level
Hello! I created a new field (of type Currency) in Quote - called "SumDiscount". I'm trying to sum up all the discount from all the line items into that field. Every time the discount value is modified on one of the existing line items or if a new line item is added that has discount on it - the value of SumDiscount should change. I tried multiple ways to get that to work but it is not working. Can someone help me figure out what code should I put in to get this to work? (Btw, I changed the Quote
Cannot find parent ID in a subform
I have a subform that is linked back to its parent form by ID. Although the ID and other fields of the parent form record could be presented in reports, I cannot find the ID (the foreign key) when trying to reference it from another form. I can create a new field that copies the parent ID form but this would be a redundancy. Any other solutions? Regards
Filter subform records and autopopulate a subform field
I have a pretty simple setup with two forms. There is a Projects form (parent) and a Tasks form (child). The Tasks form is used as a subform within the Projects form so that each project record can show multiple tasks associated with that project, and tasks can be added and edited from within the Projects form. This mostly works with the following two issues: 1. I want the Tasks subform to display all of the Tasks records that correspond to the current Projects record. The Tasks form contains
Delayed delivery messages
We have suddenly today started getting delayed delivery notifications through our Outlook mail clients but have not touched any settings so wondered where the problem may lie? We use Zoho Mail as our mail host which is then connected through a POPcon application to a Small Business Exchange server and then on to our outlook mail clients on the local terminals. We are not seeing any of the sent items on Zoho Mail either which is strange as all items prior to today were delivering with no issues but
Sorting Deals by id ascending does not work, descending does
I'm dealing with a confounding issue retrieving Deals via the endpoint https://www.zohoapis.com/crm/v2/Deals?sort_order=asc&sort_by=id&page=1&per_page=200 Returns a list of ids not sorted by id at all. https://www.zohoapis.com/crm/v2/Deals?sort_order=desc&sort_by=id&page=1&per_page=200 Returns a list of ids sorted by id descending. Has anyone else seen this? I'm not seeing the same issue with other modules.
Kaizen #6 - Environments and Domains in Zoho CRM [Part2/2]
Hello Everyone! Welcome to another week of Kaizen. This post is a continuation of Kaizen #5 - Environments and Domains in Zoho CRM [Part1/2]. What you will learn from this post? If you want to integrate your web application with Zoho CRM, this post will help you understand how to handle multiple domains for your application. 1. Handling multiple domains for web-based clients 1a. Web-Based Clients As we all know, in a web-based client, your application is used by multiple users from different domains
How can we specify currency when inserting a record in Invoices module?
We are using upsert record API to add a record in the Invoices module using the V2 API. But the record is added as the USD currency and not as GBP. The Home Currency is setup as GBP. Documentation dosen't specify any attribute to use as currency. Is is possible to use currency code in the API?
The MX Records of your domain are not pointed to Zoho. You may not receive emails in Zoho.
I receive this message "The MX Records of your domain are not pointed to Zoho. You may not receive emails in Zoho. Hide | Learn More" when I enter the Control Panel of my mail settings. When I check to see if the right settings are done, both intodns.com and mxtoolbox.com say that everythign is allright. What could be the problem. Thank you.
Preview recipients of mass email and sending mass email to unique email addresses ONLY
Hello, I'm trying to send a mass email to only accounts that have had a closed won deal in the last 6 months, I am not able to filter this way from the accounts module but i can from the deals module. However, on the deals module we have several deals under the same accounts. So when we filter down to closed won deals in the last 6 months, some of the accounts will appear more than once. Now on the mass email criteria i can filter down to closed won deals in the last 6 months but i cannot see who
User Activity or Audit Log
Im a new user (Administrator) How do I produce a report that tracks the activity of each individual sales team member? 1) When they log in and out? 2) What types of activities are they entering in the system and when?
Live Webinar: Build successful team collaboration with Zoho WorkDrive
Zoho Docs works perfectly for securely storing information and sharing large files. However, when it comes to working as a team and achieving a common goal, a comprehensive, real-time collaboration tool can make a big difference. Effective collaboration—whether at the individual, team, or enterprise level—helps spark creative ideas and drive workplace performance. Join us for a free webinar, Building successful collaborative teams with Zoho WorkDrive on Jan 16, 2020. We'll explore how moving to Zoho
Marketer's space: Signup Form - Identifying the signup form that is visited the most
In yesterday's post, we learned about identifying which device and operating system contacts used to sign up. Today, we'll learn how to identify which signup form is visited the most. The tracking code report tells you the number of visits a signup form has received. To identify which signup form is visited the most, you simply use this report and compare the performance of all your signup forms. This will help you identify areas that generate more leads so you can position your signup forms
Format zoho.currenttime?
Is it possible to format the output of zoho.currenttime? For example, I'd like to take... 24-Apr-2012 11:45:28 ...and show the output as... 04-24-2012 11:45 AM Thanks for any help!
Filter Tabular View on Dashboard
I have a tabular view setup with a desired filter. When I add the tabular view to a dashboard I cannot find any way to apply that filter to the tabular view on the dashboard. How can I apply the desired tabular view filter when it's on a dashboard?
Exchange rate warning
When expenses are logged in a foreign currency and automated FX rates are enabled, the user has the possibility to edit the exchange rate to match his credit card charge in his base currencies. Simple mistakes or even mis-use of the FX rate can cause a big difference in the expense amount in the base currency. With unfamiliar currencies, those mistakes are very difficult to detect for the approver. Is there a warning or policy violation flag if the inputted FX rate differs too much from the automated
Email user second domain
Added a second domain to our Zoho mail (Workplace subscription) via dashboard Added an email user for this domain (made him admin, too) User has email enabled, domain verified etc.etc. - when user tries to log in, a blank page at https://mail.zoho.com/zm/ comes up, nothing else. What's wrong?
SalesIQ's Mobilisten (Mobile SDK) now supports React Native platform !
Hello everyone ! We're excited to announce that SalesIQ's Mobilisten now supports React Native platform. React Native is a cross platform development tool which helps you develop iOS and Android in one platform and take the maximum benefit of reusable code and easy implementation of creating user-friendly apps. Mobilisten is a smooth and simple in-app chat platform which blends perfectly with your business mobile app. With Mobilisten, you can instantly provide support and address your customer
Zoho Helpdesk Randomly Creates Duplicate Tickets When Sender Replies to the Ticket
Hi team, We have ongoing issue with the duplicated tickets, but was not able to find the cause of it nor solution to the issue. What happens is that: if someone responds on the same ticket, there is a chance that a new ticket will open – despite the proper subject line and original ticket numbers being included. I could not find what is different with these duplicated tickets. (below are some examples) Some background information that might help: We use Outlook for mac We have internal mailing
What's new in Zoho People- Activity Log
This new year, keeping up with changes is a lot simpler with Zoho People. With the new Activity Log, you can keep a track of all changes or edits that you make in your Zoho People account.Learn more. Activity Log-Zoho People
Share/Invite not working
Hi, My client invited me as Developer for his app. But, I didn't get email. When I check my Home page, I don't see that app. My account is in the domain "creator.zoho.in" My client's account is in the domain "creator.zoho.com.au" Is that an issue?
SQL Query for Point of Sale Data
Hi There, Just need some help formulating an SQL Query for our Point of Sale Data. I have attached a sample set of what the format is like. We are wanting to do the analysis on Transactions that contain "X" Product. That product for this instance being "BYO Party (8 kids)" Each item in the transaction is separated on individual lines. Each Receipt Number is unique to the POS and Each POS number is unique. The problem Is that the POS generates sequential receipt numbers for each POS so we have duplicate
Removing underline from Hyperlink
Hi, I'm trying to send a message using Zoho desk and I want the whole message to link to a different page. I can do it however when I do, the whole message is underlined and clicking on the Underline symbol to remove the line is impossible. Is there a way to remove the underline? Thanks
Just spinning when hitting update on Safari
When I click save on my Zoho site while using Safari it just spins, and never updates. I'm using the latest Safari browser, 13.0.4
Unable to publish course
Hi, I have created a course on Zoho People LMS. Uploaded the files, enabled the settings but for some reason when I click on publish an errors pops up 'Add at least one file or link to publish this course.' Also, I am unable to add members the 'click here to add new members' does not have a hyperlink to enable me to select members. Am I missing something?
Delay recovering deleted email account
I accidentally deleted an email address and have been going back and forth with support for over 2 weeks now. Does anyone have a recommendation for how to get this resolved? I typically only get email replies every few days, often with a 3-4 day delay in replies. Progression: Asked for account to either be reactivated or fully deleted, as it says the account is in use already, but I cannot log in with my credentials. Account partially deleted. Now when I try to log in, it takes me to the "create
Email Issue: I need some guidance (Email Deleted)
Another day my wife deleted her email account and now I can't create the same user for her (lia.andrade), my question is how long does it take to clear the old logs or if anyone of zoho team can help me reactivate that user. Thanks.
Is it possible to modify the design of individual modules?
Hey there, we just introduced Zoho CRM to our sales team. The initial setup and introduction was awesome and it was cool to realize, that we could implement all our complex sales operations into the CRM and connect it with different other services. But after the fantastic welcome the actual work with the CRM was quite frustrating at the start, for a really simple Reason: My sales team always mixed up the different modules and tried to enter or get information from the wrong modules – because all
outlook and android email client no longer working
all of my access on my mobile devices has stopped working. no settings have been changed. I have both pop3 and imap enabled enabled but keep receiving "Could't verify account The username or password is incorrect or POP3/IMAP access isn't turned on for this account. Check your email account settings on the web, then try again." It still works on the ZOHO mail app. I have double checked and both POP3 and IMAP are enabled.
URGENT Emails going to spam!
Hello, My emails from Zoho are hitting the spam box on multiple Gmail accounts. I am running a business and it is impossible and ridiculous to double check every client with a phone call! I have set MX, SPF and DKIM, nothing should be wrong. Please solve it ASAP
BUG: CRM iPad App - Unable to edit Product Description on Quote Create/Edit
My users are now unable to edit product description when creating quote on the iPad app which makes it kind of useless. This is not a permissions issue as I can perform the same task on the iPhone app. Summary: Create quote, try to edit the product description. It does not allow you to do this. If using iPhone app or Browser, you can edit this field. Screen recording attached. Notes: User has correct permissions User Uninstalled and re-installed app Happens to any user who logs in on iPad app. iPad
Candidate Quick View - include Assessments
It would be great to include assessments and the ability to review results and submit evaluations within the candidate quick view. If you currently review candidates in list view - you need to click on the 'quick view' to review their profile and the exit out of quick view to go into the assessment view. Would be great to eliminate the back and forth. Thanks!
InsertRecords API V2 Create contact under account
Hi, what is way to create Contact under Account in insert records ? in V1 we use ACCOUNTID when create contact. i use same in v2 but its not work. i know for CONACTID in v2 its replace with Who_Id but what will be use for Account id ? any help please ?
Getting all Leave Applications
Hi, How can i get all Leave applications within my organizations using the zoho people api
GIving a developer access to Sites
Is there an easy way to give a Zoho Sites developer access to my Site, but restrict her/him from having access to any other of my Zoho One applications?
quick question re: api call by url
Can I make an api json call with the following url instead of via a form element as laid out in the docs here: zoho.com/creator/help/api/rest-api/rest-api-view-records-in-view.html ? creator.zoho.com/api/json/<ApplicationName>/view/<ViewName>?&authtoken=<myToken>&scope=creatorapi&zc_ownername=<myOwnerName>.json I'd imagine I'll also run into CORS problems. FInally, how do I add criteria to an api call like the one above? In particular, how to url encode a date field. ( e.g. &criteria=myDateField==12%2F14%2F2019
Syntax in deluge to reference a field in another application
What is the correct syntax to reference a field in another application in deluge script. e.g. recordToSelect = somehowReferenceAnotherApplicationAndForm[fieldName == "somethingSomething"].ID; Thanks! Brady
I'm not receiving mails even after update MX records (before 15days)
This is emails admink@bodyzonehyd.in and info@bodyzonehyd.in are not receiving mails. I updated MX records before 15 days. Please check and solve this issue ASAP. Thank You
Syncing ALL Relationships with Outlook/Phone
I own a construction company and need to track the following "relationships" and types: Leads (4 types) Clients (4 types) Subcontractors (27 types) Suppliers (12 types) I need all of these relationships sync'd with both Office 365 and my phone so that the name will associate with the email address in Outlook, and the name will populate on my caller ID with a contact calls me. It appears that Zoho CRM will only sync "Contacts" and no other types. Is there a work around method to accomplish my needs
Contract management
Hello, Is it possible to create and manage several contracts in an account or contact in Zoho CRM ? Best regards Seb
Organisation contact detail updates
Why when I update an organisation's billing address information, does it not automatically update this in all of the contacts linked to the organisation too? I have to manually go in to every contact and update each time. Surely there is a quicker way of automatically updating?
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