Feature requests that have gone ignored or unaddressed - Kanban, subtasks, blueprint, layouts
I've seen several major things that people requested a long time ago, which Zoho said was on the roadmap and would be worked in, that have still not been done. With some of these we're talking a year or longer that these were brought up and still have not been addressed or implemented. Custom Project Layouts We can create custom task layouts, but we're only given one project layout. Why on earth can't we create custom project layouts like we can task layouts? This should be a simple thing, and it's
Basic relationship matter
Hello there, I would like to add in a form the name, family name, date of birth of a client and after that I’d like to add, if he’s looking for a house, the terms of its research and if he’s an owner who would like to sell its house all the details of that (Address, sq meter, price). So i created 3 forms. the 1st one is for the datails of this client. This form has 2 subforms that are show separately if the person is an owner or he’s looking for a house. The subforms are made with the 2 other forms
Wordpress and Zoho Integration
Hello, I need to integrate my wordpress website with zoho. Actually, my final product shoud be: "When client submits, a form on my site, ZOHO should create lead and add additionl lead source". I'm tryng to do that with CRM APIs. My question is, is that even possible, and can you reference me to the resources. Thanks :)
Checking CONTACTS into regular meetings
Hi I'm trying to identify how to use Zoho CRM Professional edition to... 'Check in an ACCOUNT and CONTACT to regular meetings.' Here's the scenario... - I have 15 meetings that repeat every 2 weeks that an ACCOUNT or CONTACT should attend. - I already know which ACCOUNT and CONTACT should attend each meeting. - I want to mass register specific ACCOUNT or CONTACTS to a meeting for 12 months - At each meeting I want to check the ACCOUNT and CONTACT in as either 'Attended', 'Holiday', 'Apologies' or
CRMplus Zoho Login API
We are using v2 version of Zoho CRM api. We were able to login to crm.zoho.com, crm.zoho.cn, crm.zoho.eu. One of our customer is using crmplus account. But he is unable to login. Is it possible to use the same end point? or different set of apis for crmplus accounts? Thanks.
Upcoming updates - Feb 2019
Hello App Creators, We hope you're all having a great 2019. Here's a little something from us to add a bit more shine to it. In the first week of February, the Zoho Creator team will be rolling out the following feature updates: Navigational buttons in calendar and timelines reports Ability to execute custom actions after a confirmation Interactivity in the reference-listing popup that appears while deleting fields and components, and enabling/disabling certain properties In addition to our changelog,
Tip #10: Change members' roles in a Team Folder
Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to change members' roles in a Team Folder. A Team Folder is a secure, shared space where you and your team members can work more
String to SHA512 -> Base64
Hi There We have need to convert a string to SHA512 first then convert to Base64. However the zoho.encryption.sha512 converted to Hex first, once converted to Base64 is not what we want. anyone got any suggestion? Thanks a lot!
Custom Module Record Display
Hi, I have created a custom module that collects details about equipment that customers own. The module does exactly what I want it to, however when I display the module on the app, the list of records is shown is organised by the record ID. Is there a way to show the list of records and view them by a chosen field? such as the "Equipment Type" field and "Model" field in my module? This would be easier to scan down and find what I want. (Another minor frustration is that the module is called "Customer
Remove lead from journey when converted
Hey again Sorry for all the questions today. How do you remove a lead from a journey when they have been converted to a customer or deal? I don't see any settings in the eject criteria. Thank you in advance.
Zoho Books integriert mit PayTabs!
Zoho Books integriert mit PayTabs! Diese großartige Integration vereinfacht für Sie die Unternehmensbuchhaltung und Online-Zahlungen! Erfahren Sie in unserem Blogeintrag mehr über die Highlights dieser Integration: https://zurl.co/DsT5 Sie möchten Zoho Books testen? Hier geht es zur kostenfreien Testversion: https://zurl.co/uuLX Viele Grüße Mai-Vi Phan
Is export data to csv file in dropbox possible using automation in Zoho Creator?
Is export data to csv file in dropbox possible using automation in Zoho Creator
Record template and page break
Hy, I need to develop a record template with ~ 10 to 20 pages. Anybody knows how to include break page ? Many thanks for your help. Bertrand
Zoho Desk Api customFields when creating ticket
Hi! I'm trying to create a ticket with customFields (i.e url) through API. It's only partially successfull because ticket is created but without customFields. Any idea why this happening?
API concurrency
Hi! I am working on backend methods and have some questions about concurrency. I have already read this article recently. Currently, I have enterprise pricing but old API limits (100 per minute). Is there are any ways to change limits to new (20 concurrent requests)?
Nearing the Sunset Date for XML/JSON APIs
Dear Zoho Desk users, About 10 months ago, we informed that Zoho Desk’s old XML/JSON APIs will be deprecated completely. Adhering to the timeline mentioned in the post, we fully deprecated the old APIs in February. We have now stopped providing enhancements, issue fixes, or customer support related to these APIs. We would now like to just gently remind you that the sunset date for these APIs is August 17, 2019 — just a month and a handful of days away. Please switch to our new REST APIs as soon
Request opt-in email templates
Hello, Two things about the Request Opt-In function I would like to see it modified. 1) When I click on "Request Opt-In" for a candidate, I would like to have the choice to select amongst different templates I would have previously created . At the moment, I only have one template to appear (I can review and modify it but I do not want to modify the text manually each time). In fact, I do not ask for "Request Opt-in" at the same stage of the relationship with candidates, with everyone of them. Some
Client Portal Suggestions
Hi, A few suggestions for client portal: 1) Ability to customize welcome message area with html, css and/or image banner capability so we can better brand the portal 2) Ability to add a custom web tab (in sidebar) 3) There is not a sub-total of the hours x the rate (seems like a big missing feature). Our clients not only want the hours but the matching project rate and its total as well. Thanks, Ryan.
Tip #5: How naming ranges, constants, and formulas can simplify things for you.
Defining names for ranges, constant values, and formulas helps make your spreadsheets clear, eliminates manual errors, and makes short work of quick calculations. It also saves you time by preventing you from having to hunt for values and references. Named range for quick navigation For spreadsheets with numerous sheets of data, defined names make it much easier to navigate across them. Instead of spending your time scrolling through rows and rows of
Document Download Limits for users
Hi, currently anyone is able to see and download documents from the CRM which i don't want. I need permissions seeker, this documented in the log and also download possible only after someone approves of.
Ouch ! Permission Denied It looks like you do not have access to this page. We'll take you back to the portal
Today, I edited some fields in the “Opportunities” section of Zoho and saved them. I then went to click on “Projects” and I get this: "Ouch ! Permission Denied It looks like you do not have access to this page. We'll take you back to the portal" This has never happened to me before. I am an administrator and I went and checked “Users” and made sure we all had access to the projects tab and we all do. However we all get this when we try to go to “Projects” Can you help resolve this matter?
Inventory Item Data to flow to CRM Products
Hi Team I have created a flow that when an Item is updated in Inventory the changes flow immediately to CRM Products. It works very well but I cannot seem to get the Inventory item "Preferred Vendor" to come through to CRM Products "Vendor Name". Can someone please assist me in getting this to work thanks It would be a great help as its the only field I can't get to work Cheers, Greg
050 451 4.7.1 Greylisted, try again after some time
When i try to send mails to a specific private zoho mail, i get this error: 050 451 4.7.1 Greylisted, try again after some time
Emails showing as Dangerous
Hi Any email I send from Zoho to my clients is showing as Dangerous. Initially I thought it is with emails where I am sending attachments. But even the ones without attachment are showing as dangerous. I am attaching one such image for proof. Pls help.
This domain is already associated with this account
I keep getting the error: This domain is already associated with this account everytime i try adding clout.ng to my account. I don't know who owns the email specific, and i don't have access to that email. Can you delete old traces of clout.ng so i can start again? Thank you.
Domain already exist
When i try to add domain jayesh.co.in it says that domain already exists. Could you, please help me.
Reporting - how to pull records which have two or multi select items selected
I am creating a report and want to show only records where two or more items have been selected from a multi select list. How do I do this? Thanks
"Unable to Upload as Virus is Detected".
Every attachment I try to upload (PDF, JPG), a warning: "Unable to Upload as Virus is Detected". But These files do not have viruses. Can you fix it please?
Disable delete on subform
I have a Form "Invoice" that depending on its status, when loading I disable all fields so they are not editable. The issue is that I have SubForms within that Form. I can disable the fields of the SubForm, however, the red "x" button still shows at the left of each line item allowing the user to delete the entire line item. Is there a way to disable that delete line item button (red "x")? Thanks, OV
Code for printing record using a Record Template
I have a Form named "Invoice". On the Report "All Invoices" I created a Record Template to print it out nicely in an invoice format. Is there a way to automatically print 2 copies of an invoice (not generate a PDF, but send it to the printer) using that Record Template whenever a new record is submitted on the Form "Invoice"? Thanks, OV
How can I get email notification when I receive a lead from the webform? I'm using the free account.
Hi there, How can I get email notification when I receive a lead from the webform? I'm using the free account. The lead approval functionality doesn't send me notification neither. Looking forward to hearing from you soon. Thank you! Cheers, Jenna
Loop through days -- more looping limitation
I need a workaround for Zoho's lack of conventional looping functionality. I have a form that asks for a start and end date. The success function will create a record in another form for each day from the start to the finish. I cannot figure out how to make it loop through and do an insert for each day. If I could do a for-next type of loop, I'd simply do: numDays = days360(startDate,endDate) for ( i=1; i <= numdays; i++ ) { insert into ... blah, blah ... } But Zoho doesn't allow you to
EMAILS CONSISTENTLY GOING TO JUNK
Hey Guys, I'm receiving lots of feedback from clients that our emails are going to junk. Even for customers who we have already had email correspondence with or who have taken our emails out of junk more than once. To clarify, these are not bulk emails just individual standard emails. Can you help me find a solution ? Luke
Can't find admin password and we no longer have our old phone number
Hi, I'm also the admin for our contact account. We don't have our old business number and have no other way to reset it. Is there some other verification process we can go through to reset that password?
Automate Renewal Process (including auto price increases)
Hello There, First post here! We have been using various ZOHO applications for multiple businesses for a few years now and we have recently started using ZOHO subscriptions. What we are trying to achieve is: We are an insurance company for consumers and in our specific industry we have yearly price increases. From point of sale auto renew our customers in 1 years time with price increases already set with a workflow from original point of sale: Example: Mr Smith signs up to a plan at £10 per
Updates — May-Jun, 2019
Hello App Creators, It's been quite some time since we interacted on the upcoming updates in Zoho Creator. We very recently got through releasing all but one from the Apr-2019 list of updates ; it took a while to sort out the kinks in them. We appreciate your active engagement, continued patience and understanding in this regard. That said, we're gearing-up for the next set! We'll shortly be posting about the upcoming updates for Jul-2019. Meanwhile, below are the other notable updates that were
Hide entire subform
Hello there, I'm creating a db for real estate. I created a page "clients" with some general info... I also created 2 subforms. One should be used for the terms of research of a client who is looking for a property (Max price, Min sum ....). The second one for the owners who would like to sell their property (Sqm, floor, bedrooms, floor). When a client is an owner, the system should hyde the subform for the research. When a client is looking for something, it should hyde the Owner subform. I'm using
Warning message/addresses with "fatal" errors
I do not know if this is related to the recent issues with the zoho mail server because we've been experiencing this all week and occasionally throughout the past six months. Searching through the forums I see that this has been a reoccurring issue with desk for years. We're getting messages from mailer-daemon@mail.zoho.com with an assortment of errors related to email addresses. They all suggest that the outgoing email does not need to be re-sent. Ex: THIS IS A WARNING MESSAGE ONLY. YOU DO NOT NEED
Cannot login to Zoho Mail on Mobile App
Hi, I am the super administrator for our company's email account. I just created 4 new email accounts, and my users have downloaded the zoho mail app. However they are unable to login to their email on the app. It kept saying "User does not exist". Please help! Thank you.
Click to call with ZohoCrm
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