Zoho Admin Panel Feedback + Questions
The new My Apps section is a welcome improvement and the new Admin Panel is outstanding :-). Please see screenshot below. How do you add/delete apps in a tab after the tab has been created? If it is not possible please add in the future. Thank You
"stock_on_hand" field for Item is not saving on create/update via API
I have tried to create/update zoho Item via API, all fields beside "stock_on_hand" are saved/updated correctly, but "stock_on_hand" is not saving in any way. The simplest json for this can be: { "name": "Test", "stock_on_hand": 25 } or { "name": "Test", "stock_on_hand": "25" } I have tried both with string and number format for 'stock_on_hand' field. I am not getting any errors, evertying is being saved and updated, excluding exactly that field.
What Email Signature are the Pixels sizes for inserting images?
Hi guys, I am wondering what are the Pixels sizes for an insert image for a signature? I would like to make my own and are hoping I can create a template. What are the best ways to make them interactive as well? e.g When you click.. say a Social Icon and it opens the link? MailChimp? Can anyone recommend anything? Thank you in advance.
Saving a Write or .doc file
Hello, I'm new to Zoho writer and have created my first document. i would like to save it to WorkDrive so my team can access it, but don't seem to be able to without downloading it and moving the file. Is this correct? Thanks Chelsea
Help with Formula field
I designed a formula field to calculate age of account but I made it with String output so I can add the word "Years" to the end. However the out put of the formula comes with up to 16 decimal points which I only want two decimal points to come out. what other formula can I add to this Concat(Tostring(Datecomp(Now(),${Contact Positive Accounts.Date Opened})/(60*24*365)),' ','Years') To limit the out put to two decimal points This is the current output 1.1315068493150684 Years I need it to just
No tiene permisos para crear esta cuenta en Zoho Mail. Póngase en contacto con nosotros a través de support-as@zohocorp.com para obtener asistencia.
No tiene permisos para crear esta cuenta en Zoho Mail. Póngase en contacto con nosotros a través de support-as@zohocorp.com para obtener asistencia.
No tiene permisos para crear esta cuenta en Zoho Mail. Póngase en contacto con nosotros a través de support-as@zohocorp.com para obtener asistencia.
buenas noches, mi nombre es luis porras loyola, me sale este mensaje. No tiene permisos para crear esta cuenta en Zoho Mail. Póngase en contacto con nosotros a través de support-as@zohocorp.com para obtener asistencia. f
Can't view component in Published Page
As the title, perma-link: https://creator.zohopublic.com/hoangnl.tst/viking-account-service/page-perma/ORDER_TRACKING/xU2E6OQ6xkEeQ0s2CE1Gn4SjEfeTYeG0HZVJtY8B8gWyhM9Uf1DsQfWV1MPCT9Ej5eMMePskOgmJ2g5ZPHZMvdqFGmEqCuFGCurw It shows: "We failed to retrieve this form. An error occurred when we tried retrieving Order Tracking Key. This error has been reported to Zoho Creator support." I try to publish all the component but it's sill the same. Can anyone help me with this problem. Thank you,
Keyboard shortcut for Document Navigation
Hi, Is it possible to have a keyboard shortcut to show/hide the document navigation pane? Best Regards Jon
Conditional column formula
Hi Folks, I can't figure out to create a formula that returns me a value of 1, 2, 3, or 4 depending on the % value of another column. 0-50% = 1 >50%>=75% = 2 >75%>=90% =3 >90% = 4 Can you help me out with this? Thanks
Title rows appearing above dynamic tables on multiple pages
Is there a way to display the top row of a dynamic table as the top row of every page the table ends up being on? If my table is longer than one page, the top row that describes each columns contents does not carry over to other pages that the table is on, making the page useless to me.
Can you force a customer to reschedule a booking?
Hi there, We are playing around with the bookings feature in CRM and I like how customers can schedule meetins with users or a team. One question that we can't seem to find out from the zoho documentation is what is the best way to notify the customer to reschedule a meeting when needed? I know that they can cancel or reschedule from the email that they received when making the booking, but I don't seem to see a similar process from our end. TIA, Matt
Sync not working on Zoho Workdrive
I am running Windows 10 Pro and have the workdrive app installed on the PC. I deleted a number of folders in the web app but the local version still shows all the folders deleted. Why could this be? Have I missed something?
Save common filter for end user
Hi Team, I have users that want to filter on a set of choices. For example a filter that shows all Cost Centres, but they want to filter the data on a set of say 8 Cost Centres (out of say 100). The cost centres will always be the same that they want to filter on for their report. Is there a way that they can save the set of filters as a common or reuseable set that they can select at any time without having to manually select the 8 out of the 100. They may do this for various reports, (a second
is there any way to create a customer for my portal via script?
what i want to do is, if i create a record( lets say a client ) on my custom module in CRM i want to create at that same time the customer login for my portal via scripting, that way my zoho crm local user wont have to login to Zoho Creator to make a login for that client to be able to use the customer portal.
What a Load of Crap... Same Number, Multiple Accounts
what the heck Zoho, I understand the whole "one-time phone verification to prevent abuse" but what the actual hell. it makes no sense that so many customers are upset and desperate. this needs some serious attention and it should be brought up to someone who can make a change, like an executive or manager, unless y'all are ignorant and lazy. customer satisfaction > "abuse" G Suite doesn't even require a phone number. Besides, I'm sure there are more rational alternatives. figure something out and
Creating a subtask in Zoho Sprints
Hi there, I would love to create subtasks based on tasks I automatically created in Flow. Example: Trigger: When a new Sprint in Project P ist created - Create a new Task T -- Create a new Subtask ST of the Task T Thank you very much
report with multiple forms
I wanted to open this up to the community to see if I am on the right track or if there is an issue with my design. To fully accomplish what I have in mind with my application in Creator it would take 141 fields in a form to have all of the data in one place. Knowing I cant do that I wanted break down those fields into common areas with each area as its own form no more than 30 fields. For testing, I simply created a contact form, call results form, & email result form. Each form will have a auto
Formulas for CRM Enterprise- Limit on number of fields
Hello, Trying to create formulas in our Deals module. we have a limit of 15 and so far we have used only 13. We have currency and date and time fields still available and no formulas in our unused fields. Why is it not allowing us to use the two formula fields we should have left?
Mass Emails Not in Sales Inbox
I sent my first and only mass email via Zoho CRM. I can see that it was delivered, however I only see "Not in CRM" and "Colleagues" in SalesInbox. What am I doing wrong? Why can't I track my emails sent via ZohoCRM in my SalesInbox?
Module has duplicate Created By fields and one of them can't be deleted or modified
Why did the Module end up with a Sample Created By and a Created By? Why can't I mark Sample Created By as not required or remove it?
Automatically indicating a lead doesn't need a follow up
Greetings everyone! I'm working on a process that would automatically allow a lead to indicate they already bought insurance from someone else by clicking on a link in an email. I've been searching around and haven't found anything here and have tried a couple things but nothing really works the way I want yet. I want a link in an email that would indicate in Zoho CRM that the person has already purchased insurance - ideally it would set the Lead Status to "Lost Lead". From there I have workflows
Associate product with price book through api
I'm looking for a way to associate a product with a price book using the REST API. We have many product changes per day (including sales price and our cost), so it makes sense to update these as they happen through the API, but I'm unable to find any information about how to do that. Anyone who can point us in the right direction would be appreciated. Thanks.
Update on Instagram’s publishing issue [FIXED]
Hello, Following a brief technical snag experienced by some users today while publishing posts to Instagram, we wanted to make a quick announcement and confirm that this issue has now been fixed by Instagram. You can now resume publishing as per usual. In the last few hours several of you faced difficulty posting image content via Zoho Social—PNG file format specifically—to your Instagram profiles. While this issue persisted only for the PNG image content, and none of the other image file formats
Filter lookup to prevent selection of previously selected values
I have a main form which stores profiles of children. A second form creates a health record for each one. I only want one health record per child. The health record's first field is a lookup to select the child it stores health information about. How do I dynamically adjust the pick list to only display the names of the children who have not yet had health records created? I assume I need a Deluge script for this and it's a bit beyond me at the moment. (Still learning!) Any hints would be appreciated!
Create Invoice from Contact Time Entries
Currently, it looks as if you can create an invoice for each ticket, or you can create an invoice from time entries associated with a particular contact. However, I would like to be able to create an invoice for an account, which includes all unbilled time from any tickets associated with the account. Sometimes I have many different tickets from many account contacts, and I would like to be able to bill them monthly on a single invoice, similar to how we can do it from the Contact "Time Entries"
regarding posting on facebook profile
okay, so i can post to my facebook buisness page from zoho but how do i have it as such that is also concurrently posts to my personal facebook timeline.
Zoho Creator - Public Form - Prefill data in url
Not sure but I have not been able to succeed in getting data prefilled in Public form. I want to sent person form with details prefilled to know his opinion for that particular project/row. Kind of getting rating from client.
Adding documents to a PO / SO
Hello, Using Books, I found out you can upload documents (which may be scanned) then attached to a Purchase or Sale Order. Very usefull when receiving Delivery documents, Customs Form etc... What about Inventory? Is there a similar document management I need to enable (and where)?
KB Redirect
Evening Community I am facing a problem i have yet to resolve. When Visiting the Knowledgebase in the helpcentre it wal always redirect, how do i stop this Go To https://desk.zoho.eu/portal/mycompanyname/kb/ This will then redirect to https://desk.zoho.eu/portal/mycompanyname/kb/support/ Support being a department in Zoho
TDS for Interest and Bank who provides Cash Credit for a term
Hello ZOHO, Dealing with one of the client, we faced the below 2 major issues. 1. How do we record TDS on interest that is paid for the Interest as it is mandatory to record. We can record the interest as Expense, although the expense but there is no Place where we can record TDS. it is possible that sometimes that we receive some services which are Our expenses and we pay upfront for them. And We record them as an Expense, but recording TDS is missing at that point. 2. Bank on the liability Side,
Email: Where is email sent from?
I want to send mass emails to clients, but I don't understand where exactly they will be sent from and what the reply-to email will be...
Organizatinal Email
How can we direct an organizational email to one user?
Update Time for Databridge Sync
I have a Databridge set up to collect data from a remote database. We use this for metrics tracking for one of our customers, and I initially set up the Databridge to collect data at 6:00 PM, after their office closed for the day. They recently added a night shift from 5:00 PM - 2:00 AM, and want to include tracking metrics for the night shift's work, which means that I want the sync to run at 3:00 AM instead of 6:00 PM. I found that while I did have some options available to make minor adjustments
CNAME not being recognized
I added CNAME pointing to zoho as outlined in the instructions: and created sub domains. but not working here Created the following sub-domains pointing to: https://desk.zoho.com/portal/vanersitytech/ What Am I doing wrong?
Subtract the value of the field in the subform from field in the mainform, When user deletes the record in Subform
Hi, i have a field called subtotal in the subform and a field called GrandTotal in mainform, when user deletes the record from the subform i want to subtract that value from the GrandTotal . Please help me with the deluge script . Thanks in advance .
Update record custom function not working
Hello, I'm trying to code my first function, which is super simple: upon clicking the button, I want to call a custom function which will update the Deals' record field ''Nom acheteur'' with the value ''Anges Immobiliers'' My code: deal_id_str = deal_id.toLong(); acheteur_AI = Map(); acheteur_AI.put("Nom_acheteur","Anges Immobiliers"); update = zoho.crm.updateRecord("Deals",deal_id_str,acheteur_AI); return ''; (see screenshot 3) deal_id is a parameter linked to the Deals field 'Deal ID' I tried
Not able to set arguments for new function
Hi, I'm defining my first function, but contrary to various tutorials I've taken a look at, I am not able to edit the arguments of my new function. Clicking the 'Edit arguments' link does not bring up the pop-up window to define the arguments. Anyone has any suggestion what might cause this? Could it be that I need an additional permission to do this (I am not logged in as the super admin)?
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How to get a number as User input ?? and How to process it ??
Sending emails to contacts not delivered
We need to be able to send emails and keep track of them through zoho crm. We create contact to the accounts, and press +Sendemail - create the content. But nothing is delivered. How to fix this?
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