Does anyone have a sample to call external API (other system) from Function with Authentication
I need to send a message to another system using their API from Contact. Other system requires authentication and about 5-10 variables. Does anyone have a sample function code that acomplishes that. I cant seem to find one.
Approval Tree based on Amount
What's the easiest way to create an approval process based on an amount? For example, we have an Expenses form that tallies up the total of the requested amount for reimbursement. If it hits a certain threshold, it should go to different people for approval.
problem with public link
Hello zoho, I have a problem with a file. I would like to share it with a user who doesn't have a zoho account so i used as visibility: a public link. The user can read the document but he can't modif it , although he is allowed for that ( read/ fill) Sorry for my english, but can you help me ?
API problems
Hi, Thank you for the service, but the API is a bit of a mess and the documentation is even worse. (You are making changes to the API, but the changes are never documented. Changes in URLs and parameters. If you make changes, at least version the API properly. It's still on /v1, but everything has changed lately.) Problems: - in the documentation, there is no apparent difference in API calls for "edit" vs "co-edit". Why separate pages? - the Zoho Sheet API, paramater "user_info" not only that is
Generate Invoice for a specific date range
We use Projects and enter time in Projects. We then want to be able to generate an invoice for an a specific date range of the Project time. For example, 8/15/19 through 8/31/19. But it appears Invoice only lets me select a Date to bill up to. I don't want all the unbilled time to show on the Invoice, just a specific date range. How can I do this with in Invoice please? Thanks!
PAYMENT GATEWAY PAYPAL STD
i am from South Africa so my only option is PAYPAL STD as a payment gateway. I have just tested it and it says there is a problem how do I resolve it I am trying to launch a campaign so this gateway needs to work before I can launch it...
Sandbox permissions vs full app
hi can I share access to an sandbox app without sharing precision to the full app? for example I don’t want the developer to have access to all data and information within the app.
Update Field From Button in Report
Hello, I know that the answer to this must be very easy but I just cannot manage to work it out. I have a report in my app which lists all pending orders from the Order Form. The report is displayed as list and I have got a button on each "row/record" named MARK AS COMPLETE. I want that when the button is clicked that it updates the field "Date_Completed" in the Order form for that record to today's date. Can someone please help me! I have followed all the guides but either nothing happens when
Subform Help
Guys I have a main form called vehicle_transportation and 4 more forms on the same app customer_form auction_form destination_form make_model From the main vehicle _transportation Form I have look up fields to all these 4 forms and everything works perfect to capture the data and generate the records. now i created a new form to invoice the operation, on it I added a subform with a lookup to one field on the main form (vin_number) and im able to select from the drop down the proper vin corresponding
Map Account and Contact Records in Leads?
Hi, I am New to Zoho CRM, Have to Customize Leads Module so that i added Account and Contact Lookup Fields Under Leads Module,I want to Map those Contacts with Accounts and get all the information like Email,Mobile,Billing City Etc.. from Contacts and Accounts when I select the Contact and Account Lookup Fileds and also how to put Workflow for that to auto fill all the details in Leads Module Fileds.
Departments in Desk
Hi - We are relatively new to Zoho. In Desk, we have multiple Departments (Depts.) with assigned Agents. Is there a permission or role that can be created or defined that will allow an Admin to view tickets, work with the Setups for varying Depts. without becoming an agent of that Dept.? Any suggestions? Assistance appreciated. Thanks.
DASHBOARD THAT RATES THE TOP 5 SALES TEAM INSTEAND OF ONLY 5
i WOULD BE GREAT IF THIS DASBOARD BELOW COULD CHOOSE AUTOMATICLY THE TOP 5 SALES INSTEAD OF ALOWING US TO CHOOSE ONLY 5 PERSONS IN A TEAM THAT IS BIGGER THAN THAT..
Use OAuth or secure mail key
One of my POP accounts (AT&T) will be forcing all users to use either OAuth or a secure mail key. Will Zoho still be able to fetch and send mail from this account?
Add lead to CRM via email?
As I understand it, Zoho creator forms support direct entries via email, with each form having its own email address. Is it possible to add leads to via email? For example, suppose I have a contact form on a directory website, is there a way to automatically enter leads into my CRM via a form's email address?
Help with a custom function in Zoho CRM for Customer Names in Proper Case
Could you help me with a custom function in Zoho CRM for two fields we have in a custom module. Field 1 - First & Middle Name Field 2 - Last Name I would like for Field 1 and Field 2 to be in Proper Case - however, there is often a space in the field and following a space the next word should also be in Proper Case. Example - how it should be formatted Field 1 - "John James" Field 2 - "Smith" Quite often the data would look like this... Field 1 - "JOHN JAMES" Field 2 - "SMITH" or like this Field
can t send emails
I am suing zoho mail and when I try to send mail I receive message that Unable to send message;Reason:553 Relaying disallowed. Invalid Domain - Can you please check issue and hel me to fix it ?
Email account blocked due to disk space
Guys I've been trying desperatly to get help on this. One of my main accounts have been blocked and deactivated because the account is using too much space. I have a 25GB space addon which I pay for every month and is all applied to this account. This 25GB is now no longer on my account for some reason, eventhough I paid for it already this month. Please I need this account for my business. I am not receiving any emails!
Email team on ticket closure
I have the free version of Zoho Desk. Is it possible to send an email to the team of agents when a ticket is closed? I have set the customer to get an email but want one to the agents as well. Any help would be gratefull Colin
Questions Regarding Desk
Why is it so difficult to merge tickets that have different statuses? I have found a work around to do this by creating a custom view that includes open and on hold tickets but it's honestly a pain and doesnt work very well because you also cant display more than 20 tickets per page and they are sometimes on different pages. Why can we not show more than 20 tickets per page? Is this something that can be implemented? Why can we only merge three tickets at a time?
I changed server for Hostagator, but now my email doesn't work.
I have been using emial at zoho with my account felipe@mcmoldurasedecoracoes.com.br normaly until I change to my server to hostgator. Now i would like to know what should I do ? This domain www.mcmoldurasedecoracoes.com.br i've been using with zoho normally before the change. Thanks in advance!
Not All Specified Data Fields Are Populated Following A Sync
I created a Sync between Zoho CRM and Zoho campaigns. The sync is basic: Accounts - Checkbox (False) Accounts - Market (UME) Contacts - Email (contains a value) That part of it seems to work. However, I've requested other data fields to be mapped from Contacts, Accounts and Deals and almost none of this data is showing. All I get is First Name, Last Name and Email Address. A small number of the contacts may have one or more of the data fields populated, but the bulk of the data is missing, despite
api call for update all zoho job opening not working. i am using this api call but getting no response
I am not able get any response from this api call. please have a look and update me on urgent basic. our company is planning to purchase zoho recruit enterprise version after this. please help me. my tocken zoho for recruit: 6df045b5b84421f430ef02ad825296cb cope=recruitapi i want api call for update all zoho job opening.. i am using this api call but getting no response....... https://recruit.zoho.com/ats/private/json/JobOpenings/updateRecords?authtoken=6df045b5b84421f430ef02ad825296cb&scope=recruitapi
not getting email
i am using webform and there is no email i am getting ther in my email.
Site inaccessible
Hi there, senteadvisors.com a site built on Zoho Sites is currently inaccessible, when I go to republish it it says I need to change my subscription. We renewed a couple of weeks ago for another year, is there some issue with zoho sites now? Dan
Adding User
When I try to click the add user button it is not working. Can you please tell me what was the problem in my case. For now I have deleted a user to add one user which is not working as well !
PROJECT - Divide the budget of a project into various items
Hi All, is there a possibility when I create a project to divide the budget into various items ? ( for example budget of labor, budget of raw items... ) Thanks for support Bye bye
Configuring Deskbot notifications
Hello, We have recently integrated Zoho Desk with our Zoho Cliq and I want to know if it is possible to configure the times that Deskbot sends notifications to users daily. Currently Deskbot is writing to the #desk chat at ~2:45pm and ~11:50pm daily instead of the described "10am" and "7pm" that the integration link shows on this page: https://www.zoho.com/cliq/help/integrations/zoho-desk.html Clearly the timing is not quite right for our organization. Is there any way to configure this manually?
Proration Formula using eomonth
I'm trying to auto calculate a first month Prorated Discount. I have an install date field (not dateTime). A currency field for the subscription price. The hangup I'm having is I cannot simply get the last day of the month in a variable to use in a formula. I'm aiming for this: (SubCost/DaysInMonth)*(DaysInMonth - InstallDate) DealRec = zoho.crm.getRecordById("Deals",DealID); InstallDate = eomonth(DealRec.get("Install_Date"),0); update = zoho.crm.updateRecord("Deals",DealRec.get("Deal_Name").get("id").toLong(),{"Days_In_Month":InstallDate});
Using Aggregate Formula to Take Specific Data
I have created a table in Zoho Analytics with four columns, Company Name, Support Start Date (Custom Field from CRM), Support Type (Custom Field from CRM), and Time (From Zoho Desk). I am trying to create an aggregate formula which takes the data from Time that has taken place only since the Support Start Date column. So in essence, I'm trying to filter each company's data by a different time period (the date in Support Start Date). Does anyone have any ideas?
Error accessing api using https
We have an api with the CRM for more than 6 months now. We used paths starting with: https://www.zohoapis.com/crm/v2/CustomModule But a few days ago, the api start sending me an error 401. After breaking our heads by pure luck we found out that the issue was that we are not able to access the https, we can access again the api, but using paths with out the https like: http://www.zohoapis.com/crm/v2/CustomModule Do you know about any issue with the https on your api? When I navigate on a explorer
ZOHO CRM - Invoice: Unfixed Values for Invoiced Services (Products)
We run a study-travel agency and write invoices to partner institutions for referral services. The commission for each referral is dependent upon the price that our referred customers pay to our partner institutions in tuition and fees for their study program. The percentage we receive in commission also varies from contract to contract. Therefore, the cost of the commission we invoice each partner for essentially the same service (product) is never the same. Is there away to manually input the
Sales order delivery method
We use delivery method for the worker / driver assigned to a job. Often I have to clear out all of the mis-spelled or old stored names, could we please have a "Add delivery method?" dialogue box to add any unrecognized words here instead of it being auto added ?
Greylisted, try again after some time
I am experiencing the same issue. Mails sent from our server to Zoho is deferred. These are simply emails sent when a user submits an enquiry form B12DBC6B0C0: to=<********@japase.com>, relay=mx2.zohomail.com[204.141.32.121]:25, delay=4.3, delays=0.01/0.01/2.3/1.9, dsn=4.7.1, status=deferred (host mx2.zohomail.com[204.141.32.121] said: 451 4.7.1 Greylisted, try again after some time (in reply to RCPT TO command))
I can't assign a user to campaigns
When I add a user to campaigns, it says "The operation is not supported".
Account Inactive?? (edwin@abmotors.com)
Zoho Support, My colleagues email account has suddenly become 'inactive'. This is affecting business and needs to be corrected ASAP. His email address is edwin@abmotors.com. Please sort this out as quickly as possible.
Need GST Invoice
Since 4th July 2019 I was asking zoho team to provide us GST invoice of our order. but till date Zoho Team are not able to provide. I never faced such kind of world class pathetic service from any service provider. I never recommend ZOHO as service provider. There is no such escalation matrix to escalate your concern
Zoho Sign: Product Updates - Q2-Q3, 2019
Hello, In our last update at the start of Q2, we had announced that there were a few major features and releases lined up for Zoho Sign. Staying true to that, over the last couple of months, we have been slowly rolling them out one after the other. Here's a quick summary of these product updates, followed by a brief note on each feature. What's new? Blockchain-based timestamping Webhooks Approver action in sign workflows Custom organization email address addition New signer field for uploading attachments
Delete User
Hello Could someone help me delete a super admin account? When I created the zoho account, I created an account called admin@mydomain.com. Then I raised my walter.santos@mydomain.com account to super admin, but even though it's super admin I can't delete the admin account. Today I use the free Zoho, but I want to buy the workplace, however, I will only buy if I can delete the admin user due to the cost. I've already opened more than 5 tickets in Zoho support, but they only answer 1x and then no longer
API - Inserting Contacts into Zoho and having them associate with Accounts
Hi, I can successfully connect with the API and insert leads and accounts into the CRM from a CSV file. Now I'm preparing to write the calls to insert Contacts, but have no idea how to make sure they associate with the Accounts. The data we get does NOT have a Zoho CRM ID with it, and we may have duplicate Account Names. The whole point of this is to automate this process so that we don't have to manually import (which won't trigger the workflows we want triggered anyway). So, I'm using php and
Zoho Support Telephony Twilio Configuration
I set up my Twilio configuration just as the instructions say in the following article: https://www.zoho.com/support/help/twilio-integration.html#Configure_Twilio Every time I try calling my Twilio number it says an application error has occurred. I contacted Twilio and included my Account SID, Auth Token and Application SID generated by Zoho. I also verified in my Twilio account that the TwiML generated by Zoho for Zoho Support Integration had the same Application SID as was listed in my Zoho account
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