Id Names in Form
We could be able to choose an ID name for the fields we create in forms, so we can edit their CSS without problems. Maybe the ID could be the same as the "Field link name". That way we could really improve the the style and user experience in our applications.
Zoho Community meetups across Poland - June 2019
The Zoho Community Meetups are making their way to Ponzan, Warsaw and Wroclaw this June and we'd love for you to be a part of them. In these meetups, we’ll walk you through some of the useful and interesting tips and tricks of Zoho CRM. Our experts will share tips, configuration best practices, and address the common challenges in the areas of user management and basic customization. City Date CTA Ponzan June - 12 Register now Warsaw June - 13 Register now Wroclaw June - 14 Register now Note: During
Inventory app. create hundreds of composite items.
We sell sound system kits. Every kit has a master unit, speaker, wire and mounting bracket. The only difference between kits is the quantity of each component. For example, a system that will cover 250 sq/ft will have 1 master, 1 speaker, 1 wire, and 1 bracket. A system that will cover 500 sq/ft will have 1 master, 2 speakers, 2 wires, and 2 brackets. We sell systems that cover over 10,000 sq ft. I want to make a composite item for every kit we sell. This way my sales guys can just enter the appropriate
Unable to upload as Virus is Detected.
Hi! I cannot attach a document because of this problem. Could you fix it?
cant add a new user
Dear Support Engineer, We added a new user, but he already accessed desk before we add his user. so when we add a new user and input his mail address into, the message " already this e-mail was signed up" and we couldn't add the user. What should we do? Could you please let us know the way to fix this issue? Best Regards, Etsuko Shirotani
Some Needed Functions
Follows from my post here: https://help.zoho.com/portal/en/community/topic/cryptography-function If we had these functions (from PHP), much would be possible URL encode a string: rawurlencode($var) see: http://us3.php.net/manual/en/function.rawurlencode.php Decode a url string: rawurldecode($var) see: http://us3.php.net/manual/en/function.rawurldecode.php Convert a string to base 64: base64_encode($var) see: http://us3.php.net/manual/en/function.base64-encode.php Decode a string from 64: base64_decode($var)
CALENDAR TEMPLATES 5 AND 7 NOT SHOWING CURRENT DAY EVENTS
I'm using the calendar embedded on a website using an iframe. I just noticed that templates 5 and 7 are no longer displaying the current day's events. This has happened in the past and you have been able to fix it. Please see the example at: https://marinevetsobx.org/frame/test You will see that in eight of the ten templates, the current day's events are displayed--however template 5 and 7 are not displaying the current day's events. Regards, Robert
Kontrollkästchen Farblich anders darstellen
Sehr geehrte Damen und Herren, gibt es die Möglichkeit bei ZOHO Punkte die ein Kontrolkästchen haben und mit einem Hacken versehen sind farblich anders darzustellen (z.B. Rot)? Ich freue mich auf Ihre Rückmeldung. Mit freundlichen Grüßen Junos Talari
Copying Entries from a Custom Module to another
I created a new module named "Client Leads" so I can create a webform since I can't do it with the Clients modules. What I would like to happen is for every new entry in Client Leads, it will be created in the Clients module (mapped fields). I'm looking at creating a new Workflow but it looks like I can't do it there. I'd like to hear any workaround or if anyone encountered the same issue and found a solution. Thanks!
Unable to scan for virus
Attaching any document fails the virus scan so we can't send any attachments out. All standard items like invoices that have been freshly generated. Please sort ASAP office grinding to a halt. Thanks, David
Feedback for the Updated Zoho CRM Fields
Hello, This morning I noticed a new style for the Fields in Zoho CRM Modules. I would just like to say, I am not a fan of this update and would like the Field style to go back to the previous version. To put it simply, there are too many lines. I don't need a dash to indicate a field is empty (as seen in View mode). And I don't need bordered fields to know where to enter the data (as seen in Edit mode). This update makes absolutely no sense to me, and only causes more visual clutter on my screen.
Paying multiple invoices for a supplier
The company has multiple purchases and multiple payments during any given month. The following month, the Company pays all the oustanding invoices with one check. Is there a way to apply one payment to multiple invoices. Thank you
PDF Record Template - text getting cut off
I'm having an issue with one of my PDF record templates. One rich text field that is populating the template seems to be overflowing / getting cut off on my PDFs. I've tried fiddling with the settings for about an hour, and I cannot stop the text from being cut off on the right side. I've use the HTML editor to increase the div margins, I've using the record template settings to try various settings for the padding and margins. All to the same effect - the text is constantly overflowing / cut
get an error when trying to get token
when i trying to get an token. can any one help in this situation? https://accounts.zoho.com/apiauthtoken/nb/create?SCOPE=ZohoCRM/crmapi&EMAIL_ID=ddazad@xxxxx.com&PASSWORD=AvhF9YCpY7yI&DISPALY_NAME=CRM
Error in generating Auth Token
I am trying to generate auth token after successfully generating code and using the code when i try to generate token i am getting error
Zoho Creator: Hide subform add entry task won't work if you add a condition. Possible bug?
Hi guys, when trying to add a task to hide subform buttons such as "Add entry" and "Delete entry" it only works if action has no condition. If I add any condition it won't just work. Also this happens when disabling buttons in the base form. Some buttons are not being disabled on condition.
Instagram Not receiving security code
For some reason, even though I've requested this multiple times from Instagram, I am not receiving any mail from them with the security code, making a Login not possible. Is there any settings that I've might missed on info@duiccy.ch? Regards, Dylan
Upgrade to the new SalesIQ live chat
We're happy to inform you that the new and improved chat solution for Zoho Desk, is now live! Powered by Zoho SalesIQ, this update runs both ways and lets you get the most out of live chat and insights, without leaving your helpdesk. If you're a CRM Plus or Zoho One user, here's a step by step guide to get you started. Follow this path within your Zoho Desk portal to enable live chat migration to SalesIQ: Setup --> Chat ---> Instant Support made easy. Clicking on the 'Try Now' option on the banner
Zoho Books - The Journey Through 2018
Hello Everyone, It's been a busy, fantastic year at Zoho Books! We've worked all year round on new features and improvements to make your accounting easier--one leap at a time. Here's an overview of Zoho Books' journey through 2018, for those of you who may have missed any of our monthly What's New posts. We've got something for our regular readers too, as the December section covers the latest features that were added to Zoho Books. So without further ado, here's a rundown of our major releases
Task info on "My Calendar" should be customizable.
The My Calendar view would be much more useful if users were able to change the Task info surfaced on calendar entries. We should be able to choose to see any combination of at least the milestone, tasklist, and status in the entry. This is especially true since tasklists don't have owners and milestones can only be assigned to one user. Doing this would make the calendar useful at a glance. Right now, you have to click the task and roll over the Task Information icon to see basic information. This
How to prevent users from editing other invoices created by other users?
I couldn't find any option to allow a user to edit only his own invoice. As Zoho Invoice allows any user to edit any invoice whether it is created by him or someone else.
Importing Leads (New and Update)
Hello, We have a list of conference attendees that we want to import into Zoho. The list does not contain email addresses. We want to check for existing leads in Zoho and flag them as part of this new conference. Is there a way to do this without emails? We used to use RingLead to do this for us.
New UI Layout Issue: Popup screen for mandatory fields & overlapping error messages
There's a small css issue with the popups that occur when fields are set to mandatory in a layout rule. Scenario: User sets a field to X which triggers a layout rule that sets a field to mandatory. This causes a popup screen to prompt the user to enter details (which is great). 1. The user can't see the full tooltips within a field 2. If user clicks save without entering info the error messages overlap with the fields. See screenshot attached. (I'm on safari 12.0.2, Mojave 10.14.2)
How do i search both contacts and accounts together
I just want to be able to view ALL contacts sometimes
Access token expiry with requests close to each other
Hi there, we are using the V2 API with a refresh token to get a new access token whenever there is an authorisation error, that is, each hour. My question relates to obtaining new access tokens with two requests that are close together. For example, a request is made and then fails, so we get another access token. But another request comes through before the access token is generated, so it also ends up requesting a new token. Will this cause a problem?
About Integration
Can I inegrate Zoho CRM with the plugin ( this is plugin link https://codecanyon.net/item/booked-appointments-appointment-booking-for-wordpress/9466968 )
Sorry! Your account has been disabled.Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access!!!!
I just bought CRM Enterprise and now cannot log in! This is urgent. I will cancel my subscription if I don't get assistance! Sorry! Your account has been disabled. Your Zoho CRM account has been disabled and you will not be able to access it. Please contact your Zoho CRM administrator for access.
Read More Button and Linking to Articles that aren't in URL Format
I've added a 'read more' button under a particular topic on my campaign so that if the reader clicks on it it opens a new page where they can read the full article. A customer service assistance provided the following advice: "Kindly select the word >> Click on Create link >>Enter the Web URL >> Save. So the reader who clicks the link will be re-directed to the desire page.” However, there is no existing URL page that I can link the reader to because I want to type the article myself. (I also don’t
Call to action button duplicates when email is forwarded
When I create the HTML campaign and send a test to myself everything looks fine, but when I forward the email the call to action button duplicates and the email looks really off. How can I fix this?
How to delete a custom home page option view?
I have a custom home page option view that is no longer relevant. How can I delete this custom home page view?
Two Factor Authentication not working for Android app
I am trying to disable two factor authentication. When I toggle to "disable" the message tells me a notification was sent to my iPhone app. BUT I HAVE AN ANDROID PHONE! I have my Android App set up on my phone. But it is not getting the notifications (that are being sent out to a non-existent iPhone). How do I get it to recognize my Android so I can disable this feature? Thanks!
Image url issue
I've created a HTML email template from scratch. When I upload the template I get an error message, the image URLs can't be found. Please can you help? I've right clicked on the image and copied the image path, for example; https://campaigns.zoho.com/campaigns/ImageDisplayAction.do?imgName=interested_img.png&folderId=8161839000000018001¤tTime=1558687329968&zx=135b664a
USD is my home Currency, unable to add NGN Currency
USD is my home Currency, unable to add NGN Currency
Bad Update to the CRM Interface - Text field now much too small
Today an update to the CRM interface was released, and it's made it much harder to use. We use the text field widget to enter notes about the account. Previously the field took approx 3/4 of the page so you could easily enter and read your notes. Today the width of that box is MUCH smaller, making it very hard to enter or read your notes. I sincerely hope you'll either revert this change or fix it asap. It was much more usable previously. Terrible update. The red below shows the previous workable
Fetching data from a related form
I related two fields from related forms with the lookup option,so I get the code for the second form to display the rehab value from the first form but it doesn`t works.Here is the code if(Property_Analysis1[ID_Operation == input.Property_analysis_I].count() > 0) { x = Property_Analysis1[ID_Operation == input.Property_analysis_I]; input.Rehab1 = x.Rehab; input.Property_address1 = x.Property_Address; } Here's the program when it executes the code If someone could help me I'll really appreciate it
Not Able to Login to Zoho Desk
I am not able to login to Zoho Desk after domain mapping for a site. Neither www.support.servicefolder.com is opening nor Zoho Desk page.
Add up values of one field of two forms base on the value of another field
Hi I have two forms: Form A: Add_product, contains fields of product name, Product description, EC code and sales Form B: Sales_report, contains fields of EC_code and sales I want to send the value of sales from Form B to Form A and keep adding up when there is new record, when EC code of two forms are the same. And here is the code i wrote: fet=Add_Product[EC_Code == input.EC_Code]; fet.Sales = fet.Sales + input.Sales; I try to execute the code when the Sales_report is successfully submitted. However
Zoho desk domain mapping not working
I have done the domain mapping for www.servicefolder.com and mapped to support.servicefolder.com See the screenshot above for your reference. Even after verified domain name, link is not opening and show This site can't be reached, see the screenshot for your reference. Please suggest me what to do.
Template-Article-Category
Can anyone tell me how to delete or edit an article CATEGORY? I am trying to change the category names or even delete and start again but can't see how to do it.
Make app run on a specific time zone no matter where the user is
Hi, I'm based in Ecuador and a client which has access to some forms is from Spain. There is a form with a date field that doesn't allow to select a previous day from the current date, and this is a problem given the 7 hour difference between us. Sometimes he needs to add something fox example at 3AM Spain time on May 25, but it should have Ecuador's date which is still May 24. He can't pick the date because it will give him a validation error as his computer is already on May 25. Is there a way
Next Page