Created an Article in Zoho desk KB but , Permalink is not available for the same
I created an Article in Zoho desk's KB but , It has no option of Permalink to share with the client.
Ipad App - Cannot choose shipping address
Hello Everyone, After evaluating zoho books, it seems a good solution for our company. We are food distributors and we our customers have multiple stores. We want our sales persons to issue invoices on the spot. Unfortunetly they cannot choose the shipping
How to add status to an existing list?
Good day! Please tell me how to add another status to the existing list of statuses. For example, I need the status "Refuse by applicant". And one more question: How to add questions to the candidate's card after the interview. As well as a note with the general decision of colleagues about the candidate.
Zoho Recruit - People
Hello, Since Zoho One subscription does not support candidate conversion from Recruit to People, I am creating a flow to add candidates from Zoho Recruit Candidates Module to a custom module I created in Zoho People but the Flow is not working. This is a simple flow where a record is added based on the candidate status. No history is showing in my flow! Please help.
Retrieve Zoho CRM Info links via API
Hi, On the main Project page there is a link showing "CRM Info" which links back to the CRM Account & CRM Potential associated with the Project. Is there any way via the API to retrieve this information? Or alternatively is it possible to get the Project associated with a Potential via the CRM API? I can't find any documentation on either of these. Thanks
How to Autofill a Lookup field based on another field?
I have a module called Invoices and within that module I have a field called Service Contract QB Reference and another field called Other Contract QB Reference. Service Contract QB Reference is a lookup column that corresponds to my Contracts module. Other Contract QB Reference is a lookup column that corresponds to my Other Contracts module. I have now created another lookup field in my Invoices module called Commissions QB Reference, that corresponds to my Commissions module. But I want this field
Converting candidates to contacts
Hi! I am about to move into a new recruiting season for our program for the first time using Recruit. If I convert my current candidates to contacts as a copy (so that they still also still stay in the candidate modules) if I make changes to their candidate record, will that automatically update in their contact record as well? Also, will I be able to transfer attachments from the candidate module to the contact module? Thank you!
Make Custome Zoho Bookings URL
Hi I am trying to setup my booking page in my own domain name. I can verify the domain but it seems that Zoho booking is not able to use the subdomain I have cteated. Please advised what is the correct way to create a subdomain and use custom URL with Zoho Booking applicaiton. Thank you in advance.
Adding an unsubscribe link to an email from Zoho CRM
I was searching the forum for info on creating an unsubscribe link for emails sent from Zoho CRM. There wasn't a helpful thread, so I'm posting the solution that I found in the docs. This shows how to generate the html for an unsubscribe form, which has
Export Choices in Multiple Select Field
Hi, I've just moved a from from Zoho forms to Zoho Creator. I've just seen that I can't export the choices from a checkbox field in creator whereas you can in forms. Is this going to be updated at all? Matt
Redirect Customer Self Registration for Automated Approval
Hello, We like the self-registration feature of the Customer Help Center, however, we are curious if there is a way to redirect a new signup request to our own custom endpoint so that we can collect billing/payment info as well as getting an acknowledgement on our company's Terms of Service before completing the user registration. We are currently utilizing Zoho Desk Professional and Zoho Books Basic. Raphael Guzman
Why does the activity Status for calls not filter out completed calls
I am trying to focus on open activities and the calls that I am looking at are closed. Yet they are still showing up on the report.
Mandatory fields are not found error while scheduling the mail campaign using api
Hello, I'm getting this below error while scheduling mail campaign using api.. my code below: string access_token = GenerateAccessTokenByRefreshToken(); var RestClient = new RestClient("https://campaigns.zoho.com/api/sendcampaign?isschedule=true&authtoken="+ access_token + "&scope=ZohoCRM.modules.all,ZohoCampaigns.campaign.ALL,Aaaserver.profile.Read&resfmt=JSON&campaignkey=3f9b684d7df659d2fc04d6948be30cb435be57b81e35b5b4&scheduleDate=07/18/2019&scheduleHour=12&scheduleMinute=40&am_pm=PM&sendingTZ=Asia/Kolkata");
Integrating Azure insights Exceptions with Zoho Desk
Hello there, I am in the need where I want to automate the system of creating tickets in Zoho desk where there is any exception tracked in Azure application Insights. Can you please guide me through how can I accomplish this. I am explaining in detail what I am trying to accomplish here: There is application in .net MVC which is connected with application insights. Whenever there is an exception tracked by Azure insights then it should create an Ticket in Zoho desk and assign to resource ( All
Cashflow forecast
Hi , Can we have a cashflow forecast module added to Z books? please valuate.
Condition to check whether the report contains any records.
Hey there, Is there any method or any deluge task to delete all the records when say Report A (list view) doesn't have any record then delete all the records from Report B (list view). Any help would be appreciated. Thanks in advance!
Is old spam emails auto deleted?
Suddenly I found my old spam emails have not been found. Is the old spam mails are auto deleted? Can I get back old spam emails like last two months emails?
Reoccurring Frequencies in Workflow
Yes i'm newer to ZOHO, but i'm trying to set up a reoccurring email alert that would be sent to a customer the day before we come out to do the work. Is there a way to set it to reoccur like ever 3rd Saturday of a month instead of a fixed date? My customers don't get serviced based on a specific date but a specific re-occurrence of work.
Candidat status under quick preview mode
Hello, When I want to change candidate status by clicking to the icon under the quick preview mode, it opens a window so I can change it, but it is not related to any job and I can't select one too. So if I change the status this way, even though the candidate is associated to a role, it would not change it for the specific. It's like changing the "global candidate status". Is that normal? Olivier
Automated Emails to Part Completed Survey Participants
Hi there, I would like to suggest a possible functionality addition to ZOHO survey. All of our surveys begin with asking the user to fill out their key details, email, full name etc. on the first page. We are finding that there are a lot of participants are completing this part of the survey and then they are not completing the full survey. I was wondering if there's anyway that ZOHO can create an auto-reminder function to send an email to those who partially completed the survey (using the email
Will a Zoho Support plug in be made for Zapier?
Hi, at Zapier.com I can easily integrate a number of Apps with Zoho CRM, Creator and Invoices. Will a Zap be made available for Zoho Support in the near future?
Correct way to fetch distinct values from a field in a subform
Hey there, I followed the documentation from this url https://help.zoho.com/portal/kb/articles/data-access-distinct#Overview but not able to resolve the issue. Here is my code: courselistype = Courses[Branch_Name = row.Branches_Name].distinct(Course_Type); row.Course_Type:ui.add(courselistype) Where Branch_Name is bigINT, Course_Type is a string, courselistype is a collection variable Any help would be appreciated. Thanks in advance!
How to Open a url in a new window, and then have the window re direct to to a different link.
Using zoho functions, and a button, I am working on having a link open and load information into a separate google sheet script, and then I want the window to redirect to a provided web site. get_potential_details = zoho.crm.getRecordById("Deals",potential_id.toLong()); url = "https://script.google.com/XXXXXXXXXXXXXXX"; url = url + "XXXXXXXXXXX/exec"; url = url + "?" + "Lead_Generator=" + get_potential_details.get("Lead_Generator").get("name"); url = url + "&" + "Zip=" + get_potential_details.get("Zip");
Zoho CRM Functions 51: Update Related Records automatically using info from Linking modules.
Welcome back everyone! Last week's function was about scheduling calls to records. This week, it's going to be about updating a record in one module with information from the linking modules, when two different records are linked. Linking Modules Multi-select lookup fields help create many-to-many relationships between records across modules. Linking Modules help facilitate this records association across modules. The records in the Linking Module contains info from the two 'linked' records. More
What is the limit of pick list custom fields?
I'm trying to upload a number of values on a custom pick list field I made, and past 1194 records, it gives me an "unable to " process your request" error. What's the current limit and can it be modified? I have around 2360 records I need to put in there. If it's not possible, can you give me a work around? Thank you.
About limits of Zoho Mail API
I ask this question 2 days ago by email to <support@zohomail.com>, but no reply at all. I order the MAIL LITE plan. Is there a frequency or quantity limit when using the mail API to send emails to my customers? My main purpose is to send licenses to cusomters when they purchase my software products.
Deluge Scripts
I have created an application in Creator with multiple forms that only I enter information into. One form collects stats and data from e-newsletters our company sends out. The other form I use to send our e-newsletter advertisers stats on their specific ad/url within the newsletter. I've been able to create a workflow that sends a nicely formatted email to the specified contact with their advertising results when I submit the form. What I want to be able to do is populate the advertiser form with
Dynamically view filter on function
Hi All, I've follow https://help.zoho.com/portal/community/topic/tip-05-how-to-dynamically-view-filtered-data-on-a-page to create a function to run when user click the button on detailed view in my report The function is void defaultAtom(int Customer2) { openurl("https://app.zohocreator.com/user/app/#Report:All_Calls?Customer.ID=[" + Customer2+"]","parent window"); } It do not filter Call based on Customer.ID which is a look up field Could please help me? Thank in advance
How to show Hour in a html snippet div box with + 1 hour condition ?
Hi Team, I want to show hour in my dashboard but it will be with add 1 hour in current hour. i'm using this to get the current hour in my div box <div class="widgetText" style="color: #61ddbb;"> <%=now.getHour()%> </div> OutPut 13 now i'm trying to add + 1 hour in current hour. i had issue for that Trying this to add <div class="widgetText" style="color: #fc8372;"> <%=now.addHour(1) %> </div> OutPut 16-Jul-2019 14:00:04 But exactly what i need is 13:00 14:00 15:00 Thanks in advance.
Populate Dropdown from Subform
Hi, New to Zoho and trying to find my way around... Have a main form with client details - which contains a subform for different contact persons within that company. In the second main form - to create projects - I would like to be able to use a dropdown to select a contact person for that job, dependent on the client that has been selected. This is what I've been playing around with so far, from looking around other forum answers, but I'm not sure if I'm missing something obvious or just going
Sending Response to caller in form of SMS rather than E-mail.
Hi Zoho, I have created several dependencies in my ticket layout i.e selecting a option from drop-down automatically fills other drop down column. I want that on basis of a particular drop down column when I response on ticket a KB Solution article link get delivered to the caller's mobile phone in form of SMS. Is it possible through Zoho?? EX:- Problem reported was Keypad not working and once I select the problem in ticket layout and click enter an SMS with the solution to that particular problem
CRM adding Google Calendar Events for my team
Hello all, I'm wondering what the best way is to port Google Calendar events to my team members when I fill out a "Time/Date" field in the Leads module. My use case scenario: We have Agents who are assigned to meet with a lead at their desired location, after an Inside Sales Associate has discussed a Time/Date. I need the Inside Sales Associate to be able to select this drop down menu, and have it copy this event over to the respective Agent's Google Calendar. Please advise. Thanks!
Create record in LinkinkModule INTERNAL ERROR
When i try create record in LinkingModule responce is {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"} data: {"data":[{"Link_Product":"183535000000150906","Order":"183535000000156030"}]}
Run a report based on "Stage History"?
Hey everyone here's my situation. In Dynamics CRM I have Sales Stage, and there's In Progress > ready to submit > order submitted > order complete. I then have a workflow that when sales stage changes to ready to submit, it stamps the execution time in a custom field called "Ready to submit date" and then when it changes to order submitted, it does the same to the "order submitted date" field. I understand I can do this workflow in Zoho but I have Professional edition not Enterprise so I don't
How do I export my bank movements to Excel?
Hello, How do I export my bank movements to Excel? Thanks in advance Miguel
Deduplicating
Hi, Can someone help me? I have accidentally introduced a lot of duplicated Contacts to my Zoho CRM. I did a backup of the whole database and downloaded it into Excel. There were about 10,500 contacts. I then ran a deduplication in Excel of the Contact records selecting for First Name, Last Name and Account ID. This has produced a CSV file of about 7,000 contacts, which I inspected and which found does not have any duplicate contact names. Now, how do I remove the existing Contact records
Zoho SMS in Zoho Recruit?
How can I add the Zoho SMS feature into Zoho Recruit?
Image and Image Library Sharing in Z Docs
We are using Z Docs to make, collaborate on, share and present presentations. The image assets used within these presentations are created by users across our organization. We are unaware of any way to share these assets within our organization once they've been uploaded by individual users to their own Z Docs Image Library. Is there a way to share image libraries within an organization? Please note: We are at this point unable to share image assets even at the individual file/user level. We
Request Python3 SDKs
Currently `zcrksdk` claims it has `Python2 and above`. I have checked the source code it has `print` which is support only `Python2`. Could you give me timeline or plain to give support Python3?
What is the best practice way to mass update records?
Use case: we have 500,000 Contacts with the wrong Owner. I need to go through each record, compare owner to another table of territory assignments, then update the Owner based on assignments. I found three solutions. 1. Zoho CRM custom function - major limitation. Can only update 10,000 records per day. Time to complete: 50 days. 2. ETL - download all the Contacts, use a local script/process to generate a new CSV file with updated date, import to Zoho CRM. Slight limitation. Can only do 30,000 records
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