Pictures (icons) beside matrix choice when building form
Hi, I have tried to build online version of our word document safety form. However while in the word form we have only 2 A4 pages on the online form we have 6 pages when converted to pdf, and there is no option to put small icons besiade matrix choice name. I attached our pdf version for my original document called Safe system work plan. And zoho form version called Form 26-Nov-2019. I have to admit that prefer version with icons. It is any chance to get layout similar to original version? TIA
How to prevent overwriting data when using stateless forms to add data to larger form
I have 2 stateless forms that populate a report. For the second stateless form, want to prevent users from re-entering data and overwriting the existing data. I have a look up field that locates the record and the user enters the additional data on the stateless form which is input into the master form. How do I write a deluge script on submission to: -only transfer the data if certain fields are null - if fields are not null cancel submit and show alert I tried to write multiple if/else scripts
Foolproof tips to gear up for the holiday season with online forms
Hello fellow form builders, We hope you've enjoyed hosting forms throughout the year. If you're hoping to ease your data collection and business workflows this holiday season, we're here to help! To help show you how to use forms as part of your best holiday strategy, we have exclusive tips and tricks based on several different scenarios. Take a look! 1. Improving online sales: Want to build trust and provide the best ordering experience while you attract new customers and nurture existing relationships?
CRM API Upgrade V1 to V2 - Issue with Updating Pick List
Hello, We've (almost) successfully completed our migration from the Zoho CRM API v1 to v2. The majority is working great. The only issue we are having is updating custom pick lists. Within the Accounts module, we have a custom pick list created in CRM, called Divisions. It has several values in the dropdown. If we try and update the field "Division" it returns the following (JSON) error; {"code":"INVALID_DATA","details":{"expected_data_type":"jsonarray","api_name":"Division"},"message":"invalid data","status":"error"}
Automate your marketing campaigns using the Mailchimp extension for Zoho Desk
One of the challenges faced by businesses today is to find a cost-effective way to market their product to a broader audience. This is where email marketing comes in. Be it a small startup or an already well-established enterprise, effective email marketing
Add an Event Under Contact's Open Activity
I want to add an Event under a specific Contact as an open Activity. Can someone help me with the API Post request for this
Problem just viewing a file in email
When you receive an email in app windows Zoho Mail with an attachment, the attachment has 2 links in it: 1. Download 2. View I can't view JPGs or PDFs anymore. This just started today. He only of the option to download. The View link doesn't work! HELP!!!
Marketer's Space - Fair email marketing - Content Approval
Hello, In the previous post, we learned about the email limit policy. Let's discuss Content Approval configuration in Zoho Campaigns today. Content approval configuration A crucial factor that organizations put in a lot of effort to achieve is upholding brand consistency. Let's assume you have quite a number of email marketers on your team launching campaigns to your audience. Putting together all of their unique marketing efforts as one is quite a task. Don't you think you require a centralized
Sales order list view 'Complete' Button
Hi, I have a checkbox field within the sales order form called 'complete' that I tick when the order has been fulfilled, what is the code I need to add a button on the list view page that when the order is selected, and the button is clicked, it updates the 'complete' checkbox? Thanks
Is this a possible data privacy structure??
Our team is 4 staff and 15 agents (and growing). We are a commercial real estate team, and we primarily are trying to contact owners of apartment buildings. Many (properties) to ONE (owner/contact) We have a market area that is a specific geographic area. While we are a team, and we share some information, a majority of the info from the call to the deal specifics, is private to the lead agent. The agents on are team are internally competitive and we have to keep leads private. Properties –
Can't record and use contact time zone in automated email?
Told in chat that the following obvious and basic use case isn't possible - hoping that there is a solution: * We're in TimeZoneA and have clients in other time zones * We hold training sessions with our clients * When on a phone call we set a time for the training sessions to occur by entering it into a field (as our Zoho is set for TImeZoneA, that meeting time will be stored in TImeZoneA time) With a blueprint and/or custom function we want: * an event to be scheduled in our calendar for this meeting
Live CHAT Support for enterprise plan
Hello Dear Customers, I wonder why Live CHAT Support is not available for ZOHO People admins in enterprise plan? I was using it before, but now it is not availlable for me. with best, Natia
ZOHO CREATOR DATA PUSH TO CRM
I am attempting to add a potential to my crm through creator. The script saves and there are no errors on the form. The potential is not however created in the CRM. I have posted the script below. Some feed back would be appreciated. fund = Map(); fund.put("Funding Opportunity Owner", Submission_Owner); fund.put("Closing Date", Predicted_Closing_Date); fund.put("Funding Opportunity Name", Business_Name); fund.put("Business Name", Business_Name); fund.put("Expected Revenue", Avg_Monthly_Revenue);
permission denied error on postman for attendance API
I am trying to get data of attendance API from zoho people in postman application .. so for this i already get access token and now i am trying to access all data .. I tried this link https://www.zoho.com/people/help/api/attendance-api.html i use this https://people.zoho.com/people/api/attendance/getUserReport?authtoken=<authtoken>&sdate=<sdate>&edate=<edate>&empId=<employeeId>&emailId=<emailId>&mapId=<mapId>&dateFormat=<dateFormat> after modification .. https://people.zoho.com/people/api/attendance/getUserReport?authtoken=16681194ecc79f907797ffb076820272&empId=51
1 User Multiple Accounts
I am trying to accomplish the following: 1. Having 1 user who has multiple email accounts (each linked to a different domain) 2. Being able to check all those email accounts from a single log-in/screen (not needing to log out and log in as a different user/email address). Currently I am in this situation: 1. I have 1 user who has the name rod@rodneyhowell.com, who has the default email address rod@thenatureofzen.com and I would like to change that address to rod@rodneyhowell.com (I do not see any
How do I auto populate lead info into account and membership?
I'm trying to get my lead info to auto populate when I convert lead into an account and membership. For example, I would like the email, first name, last name, and phone number to be generated without having to re input all of it each time. Thanks.
Concatenate formula
I'm trying to create a formula that concatenate the initials of the contacts name, as well as the date specified in the sales order, for example John Doe and 23/08/2022 becomes JD230822 Substring(${Sales Orders.Contacts Name}, 1,2)Dayofmonth(${Sales Orders.Date})Month(${Sales Orders.Date})Year(${Sales Orders.Date})
Sync (or not) icon on Android
I created a To Do note on my phone (Android) 2 weeks ago. I also viewed the note with a web browser (via notebook.zoho.com) on my computer. Five days later I edited the note and added some more list items on my phone while not connected to WiFi. My phone may have had a cell data connection at this time, or it may have had no Internet connection, I'm not sure. A small sync icon with a slash appeared at the top corner of the note in the notebook grid view: At first the new/edited version of the note
How can we see ALL email correspondance for contacts, not just user by user
Hi there, In the contact view we can see email correspondance with a contact, however it is separated by Zoho user and we cannot see a chronological list of all correspondace, I have to click through each of our users one by one. How can I set it to simply list all correspondance? Thanks! Nick
Introducing: Digital signature for estimates and invoices
Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requests
Zoho Sprints Create Item API not returning item ID and others
I'm using the API to create a bug directly into Zoho Sprints. I am successfully able to create a bug, but I have an issue - The response API does not return the ID of the item created. This makes it difficult for me to store the ID from the response and then use it directly. Please return the new item ID created in the response. When I use the Get Items API call, I am able to successfully pull the data. However, there is no documentation for the values returned within an item in the response,
Transaction based approach to inter-system communication / integrations
Namaskaram. At CubeYogi, we have been helping more than 100 businesses with their digital transformation journey. In our last close to 8 years of experience with Zoho, one key limitation we notice especially more and more in the recent times is that business scenarios demand a transaction based approach to their use cases. To explain this, let me consider a business use case : For example, when an Estimate is created in Books, the business needs are such that two corresponding Opportunities have
Invalid Client Secret in WordPress Zoho Mail plugin
When I try to authorize the plugin I get "invalid client secret" error message. I am using the details provided in the developer console. I see from previous posts others are having the same issue but no resolution has been posted. Please help.
Outlook Plugin on UHD 4k screen problem
Just installed the Zoho CRM Outlook Plugin on a new laptop with a 4k UHD screen. The sidebar text is tiny, it looks like it's running in the screens native resolution rather than scaled like outlook and the other apps. Are these types of screens supported by the plugin? Thanks
Trying To Word over ipad
how can i modify modules on iPad? The problem is that the fields can’t be drawled to module, and there is not option to modify at the app
Language of the email/general conditions/instruction
Hi, I have client with different language (english/german/french/italian), and to send the right type of contract, I select my template but how do zoho sign detect the language of the receiver of my contract ? Like the base automatic email, the general
Need leave approvals to go to someone other than reporting to/department
Our top two exec approve each others leave requests and Zoho will not allow me to mark them as reporting to each other. I tried creating a new automation/approval, choosing the specific employee number to submit and approve request. But It's not routing the leave requests to that person, there are still going to the Reporting two managers. How can I handle two people who approve each others leave?
Marking non-billable expenses as reimbursed or paid
The subject line says it all. What's the recommended way to do this? I reimburse my billable and non-billable expenses when an invoice gets paid to keep the reporting clean, but I'm not seeing an easy way to say, in Zoho Books, "these non-billable expenses are now paid." Reporting becomes difficult when I have months of non-billable expenses which have actually been paid.
Tip #2: Establece la conversión de posible cliente basada en diseño de módulos
Tip and trick #02, adaptado de Vaagdevi ¡Hola a todos! Como habíamos prometido, queremos llenar la comunidad de contenido que os pueda ser útil para el uso de aplicaciones como la de Zoho CRM. Esta semana os traemos un nuevo tip: Asignación de conversión de posible cliente basada en diseño de módulos. Si te perdiste el tip de la semana pasada hablando de las reglas de puntuación aplicadas a posibles clientes, haz click aquí. El tip de esta semana está relacionado con uno de los aspectos más importantes
Zoho Madrid User Group Meetup - Noviembre 2019
¡Buenos días a todos! Estamos felices por anunciar el segundo meet-up del mes: ¡Zoho Madrid User Group Meetup! Tenemos ganas de conoceros, de que compartamos experiencias y novedades relacionadas con los productos Zoho, y de poner cara a los usuarios que cada semana nos brindan ideas y nuevos usos a las aplicaciones Zoho. ¿Cuándo? El 27 de noviembre, 2019. ¿Hora? De 9:30 am a 13:30 pm. ¿Recinto? Meliá Hotels International S.A., Calle de Atocha, 83, 28012 Madrid. ¿Cómo puedo registrarme? Utilizando este
Alerts/Rules question about automated responses after a brief period of time
Our requirement is this: We currently create Zoho Desk tickets upon receipt of emails to our support address. Each ticket is automatically assigned to an Agent upon receipt. If after 20 minutes of creation the Agent has not yet replied to a ticket, we want to send out an automated email assuring the customer that the ticket is assigned to a named Agent, and that it is being actively worked on by a human, and that they will receive an update as soon as possible. In order to do this I created a new
Are HTML pages indexed by search engines?
Hello I am wondering if HTML Pages (created in Creator and made public) will be/can be indexed by search engines? We would like to start developing modules to appear in our website, but need the resulting pages to be indexed. By this I mean we would have a search function page - let's say search for property - and when that property is found and selected, the relevant property page would be indexed. Is this possible please? Many thanks
I had issue with getting PhotoURL from Agent by API
Hi, I got broken image from Agent PhotoURL like this : Is there any way to solve this? Regards, Mahdi
how to Create a Sub Task in Zoho Projects with Deluge?
Good Day I create a record in Zoho Creator and need convert it in Sub Task in Zoho Projects, for this, I use Zoho Flow with a custom function in Deluge, but i can't create a sub task because ever it create a Task. So I need to know if this is possible, and if so, how should I do it? Thanks in advance for your answers
Date format options to include name of day
Hi. Would it be possible to have the date format options include the ability to have dates displayed with the day name & month name rahter than just the digits? You know? Monday 21st June 2010 for example At least if we could have that option in creating templates it would be handy.
Active Sync not working
We have our email hosted with Zoho but one email in particular is not properly syncing. I have active sync enabled, however after I select and read my emails on my phone, they are still showing up as unread in my Macmail and webmail. It’s really problematic because I have dealt with messages on my phone but again, they are unread on my computer. This hasn’t happened before and not with any other of our emails as far as I know. I have deleted the email address from my phone and re-added it but
Shorten links
In the sourcing summary page, it would be nice if the links to share the job were shortened automatically, I have to go to bitly and shorten them...
Graficación
Buenos días, todos los días hago gráficos en diferentes estudios realizados por la compañía, muchas veces estos gráficos son idénticos a otros en su creación pero están filtrados por diferentes atributos, ¿hay alguna forma de copiar un gráfico o duplicarlo para cambiar el atributo? del filtro y guardarlo con otro nombre? esto para no estar repitiendo toda la tarea en la elaboración del gráfico
Cliq Bot Connecting to CRM and getting back product prices, etc...
My users are constantly looking up prices on desktop and in the field. Instead of the CRM I created a priceBot in Cliq that searches for a product name or part of it and spits results back to the user. Might come in handy for someone. I'd like to further develop it by asking user questions if no results come back to help them find their item. For example if no results are brought back then ask user - for category - for description keywords - price range ==== Steps: 1. Setup a connection to CRM. Click
Ask the Experts #3: Five hours live Q&A session with Zoho Analytics product experts
Hello all, Thanks for interactive Ask the Experts #2. We're hosting third Ask the Experts session this week. We're going live on 26th November 2019 (Tuesday) at 5am Pacific Time for five hours straight to address all your questions and get more feedback. Here is the list of experienced panellist for this session. Start posting your questions right away in the comments section.
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