How to fetch and edit multiple subform fields depending on the value of another subform field
Hi, I have a main form "Add_Company_Details" which has a subform "Add_Bill". Main Form "Add_Company_Details" contains: 1. Balance (currency field) 2. Subform "Add_Bill": 1. Amount (currency field) 2. Paid1 (Dropdown field with 2 options: "YES" or "NO") The "Balance" field in the main form calculates the sum of all related "Amount" fields in the subform. I'm using a deluge script (on success) while a record is being created or edited in "Add_Company_Details": total
Populating Zoho CRM Modules using C# SDK
All, We have a SQL database with data that we need to upload to Zoho. I have been experimenting with the C# SDK but the authentication step is not clear to me in this scenario. While I can manually use the Self-Client option to generate a grant token, it is not feasible to do that from a stand-alone app that run as a scheduled task at night. Since the App has no callback URL, it cannot receive grant tokens from Zoho. What are my options? Also, is there a way to use the SDK to connect
Has anyone migrated from Freshbooks?
I'm looking to migrate from Freshbooks and cannot see anywhere on Freshbooks to export my data. Has anyone ever completed a migration successfully other than manually adding your old data?
How to download mail attachment without secure files
Hello, I am trying to download an email attachment to my local pc without securing the file. How is this possible? I do not want to have it password protected. Thank you
Is it possible to have three different TLDs running on a single Advanced subscription?
Is there a limit on the number of domain-specific sites within the Advanced subscription? I want to have three different TLDs running under a single Sites account. Is that possible?
Hello I Have an issue when tried to sending an email from my mobile
Hello I Have an issue when tried to sending an email from my mobile so could you please fix it to me and please find attached file
I can't change my role...
Hey all, So I'm trying to get my role switched but it won't let me even though I am an administrator and we have a paid version of Zoho. I was the super-admin but was told I couldn't change roles until I gave super-admin over to someone else. So I did that, but when I go to edit my role, it says" Read Only Field." What to do? Thanks, Cassidy
Zoho Reports Duplication Issue
When creating a report based on Deals and the tasks associated with them, the report will indicate ALL of the tasks including completed tasks. This is frustrating as all I want to see are the Deals that have open Tasks attached. Report Example If anyone knows how to amend this, it would be greatly appreciated.
Quick edit parent field that has an associated child field
I have a Lead Status parent field with an associated Status Detail child field. Our sales people often edit these field with with the quick edit, meaning they aren't selecting the edit in the upper right hand and rather just selecting the edit icon next to the field. When I have the child field associated they can no longer edit the parent field with the quick edit. Instead they have to go all the way into the full edit. Is there a reason for this? Is there a way to change it?
Revenue Module's not working on homepage
Hello all, I am trying to use the Revenue Target this Year and Revenue this Month modules on our CRM homepage. We have had sales but these modules aren't moving at all. I can't seem to find settings for these either.. (See screenshot) Can someone help me out? My sales team needs to see the sales in total and I think the module on the homepage would be a great tool.
Stage-Probability Mapping - Forecast category
Hi There, I have customised my Sales stages in the section "Stage Probability Matching" I wanted to edit the related Forecast Category dropdown options. In my Zoho CRM, I can only see Pipeline, Closed and Omitted, I want to add delete these and add personal options, is this already a possibility? Kind regards
in CAMPAIGNS, add geolocalisation of PROSPECTS and CONTACTS
Hello, for those who are stil doing CAMPAIGNS IRL with face to face meetings and so on, it would be helpful (in the process of organizing the tour to visit the leads and contacts from a campaign) to have the possibility to locate the leads/prospects and contacts geolocalized on a map. This function is to compare with the mobile function 'Near me' but before the campaign did start, during the preparation process. Regards Christian
Integration ZOHO Creator and ZOHO Calendar: is it possible?
Dear All, We have a need for the following functionality: in Creator we have developed an application to register appointments for our clients and couple the appointment to an insurance 'voucher'. Furthermore, we indicate the therapist who is assigned to that appointment. Each appointment has a start date/time and duration. We would like to be able to develop a Deluge script that gets fired when we save an appointment in Creator, that will create an appointment in Zoho Calendar for the assigned therapist,
User permissions and "Invalid entries found"
Dear friends, there's a message coming when editing a form "Invalid entries found. Please correct and submit again." This happens only when I change one field permission not to be visible (only one specific field), under user permissions-> more-> field permissions. It's a field which I don't want this user to be able to see. Any ideas how to solve this matter?
Unreliable / Inconsistent Search Results
I have created a custom module with custom fields that we use to enter customer testimonials. The intent is to be able to search in CRM to find all of the records that contain that phrase in this custom field for testimonials. Testing the search with various words/phrases that I know are in the testimonial fields I have populated, the search results don't always find those records. Can anyone help me understand the capabilities/limits of the search functionality in CRM? Why does it not find my
After A Deal Closes Associating A product With An Acoount
How do you automatically associate a product with an account after a deal is closed won?
Find developer to create API
Hi, I am looking for a reputable developer who can connect our Zoho Books sales to our Joomla based Event Bookings extension. The developer of the extension is unable to spare the time. Could anyone recommend where I would find a reasonably priced but great developer for this task? Thanks so much in advance
Zoho SalesIQ is getting more secure with the TLS version upgrade!
Hello everyone, To keep your communication with Zoho SalesIQ more secure, we will be retiring the support for early TLS versions 1.0 and 1.1 by March 1, 2019. So, if the visitor is not accessing your website with the below-mentioned browser versions that support the TLS version 1.2, then SalesIQ will not be able to track the visitor or display the SalesIQ chat widget. You (Operator) may also face the compatibility issue in the operator console if you're not using the supported browser version to
Announcing the shut down of Aviary Image Editing Tool
Hello everyone, Today, we'd like to convey an important information regarding the Aviary Image Editing Tool used in Zoho Campaigns' drag-and-drop editor. A couple of days ago, Adobe announced the shut down of their image editing platform, mentioning that the product will no longer be available for any further updates. The web version of the Aviary platform is currently unaccessible, hence, Zoho Campaigns will not be able to support its usage inside the campaign editor. We'll be removing that tool
Tips and Tricks 04: Effortless cloning for repeated trainings.
In today's tip, we're going to show you how to make a copy of your existing session settings and reuse them for upcoming sessions. To read through our previous tip, click here. While setting up your trainings, you can customize various session parameters like email reminders, registration pages, promotions, and more. It's easy to keep these preferences for upcoming sessions to avoid the hassle of re-entering these same details all over again. ShowTime's 'Clone' feature makes this simple. If you
Bad Request 400
Hello Zoho, When I am posting the request to your server from the API (Records APIs -- > Single Records APIs -- > Insert specific record) to insert the Leads I am getting Bad Request error. I don’t understand why this happened. Previously I am posting the request for the Access Token and its response is correct but when I called the APIs to insert the Leads using generated Access Token I am getting the Bad Request Error. Here is my code in c# to post the request. To Get Access Token //https://accounts.zoho.com/oauth/v2/token?refresh_token={refresh_token}&client_id={client_id}&client_secret={client_secret}&grant_type=refresh_token
Columns - titles
Hello, I have created a tabular view and would like to change the column titles. I did that for my source table which I use in my tabular view. Titles changed in the table but not in tabular view. Is there any possibility to update the titles or do I have to build my tabular view from the scratch (hope not, it was a lot of work and titles are the last issue..) Best regards, Magdalena Osys
Imagem maior ZOHO Forms arquivo PDF
Temos como ampliar a foto no arquivo PDF de um arquvo gerado pelo ZOHO Forms ? Eliminando assim arquivos individuais de cada imagem.
idlist in API V2 Possible?
is it possible to get record with idlist in ZOHO CRM API V2
"You don't have permission to access Zoho Docs." but i should
Hi, I don't know why but from month now i cannot access anymore to Zoho docs? Is there any reason or is it a bug where my Docs is desactivated like i've seen in some other topic? Thanks
How to update a filed in form A based on a dropdown field in form B??
I have 2 forms. Form Schedule has some a drop down field called Status. The choices in the dropdown are Maintenance, Restoration and Survey. Form Airstrip Profile has a field called Ops Status. I would like this Ops Status to be updated from Form Schedule. Data in Airstrip Profile is usually entered first. I have a lookup field in Form Schedule that looks up Airstrip Name. The rest of the data is entered. Ops Status is one of those fields. I would like Ops Status field in Airstrip Profile to be
Merge tickets on mobile app
It would be good if tickets could be merged using the mobile app. I would also find it useful to be able to view 'All Departments' using the mobile app.
Using Samsung Note 4 Stylus with Notebook
Does Zoho notebook support writing notecards--not just drawing--with a stylus? I have a Samsung Note 4 phone. It doesn't seem as if the app does support writing with a stylus, but if I am missing something, I would like to know. The app is so attractive and intuitive, but I am looking for a note app that I can actually "write" in/on. Best, MHN
DKIM and domain varified
Hi there, Could you advice, please? We have this issue ''DKIM cannot be enabled for the domain as no verified default selector present'' Thank you Vaclav
Can we send some data to our Application
Hello everyone We want to send some data with additional information from our server to application form. In future we want simply allow our customers to install our application from marketplace and receive some data from our project (server). Initiation request for adding extra data always come from our server Logic schema: 1. First request after install our app (e.g. from form): Client's App --> Our server with extra data 2. Requests with inserting additional information: Our Server with extra
Report for Individuals?
When I have looked at the numerous pre-built reports in ZA, all of them are mainly for company wide data such as total sales, total service tickets in a month etc. Is it possible to use AI to generate dashboards for employees that show list of their CRM tasks, CRM opportunities, Desk tasks, Project tasks and so on? Right now if you are a small business where one employee might use both CRM, Projects and Desk, there is no single place to go to see all your work. I would like to know if it would be
Mail Contacts integration with books contacts
is there a way to sync Zoho books contacts and zoho mail contacts?
PRODUCTS MODULE
Hello. We have built a Zoho system, and now, when trying to implement some features, are running into most basic mind-boggling problems. Our main module is products- we run a school, and products are our courses students take. Everything revolves around the courses- students and teachers are on related lists, but courses are the core. I have discovered that there are many features that do not work with products-. mailmerge, webmerge, creating standard workflow rules etc etc. Can someone explain
Customer not able to do online payment
Getting such error. Payment receiving linked through EasyPay.
Retiring Supporting for Early TLS versions (v1.1 and below)
Dear Users, Please be informed that we will be retiring support for older security protocols (TLS v1.1 and below) by March 15, 2019. After this date, you will be required to use browsers that support TLS v1.2 or higher (TLS v1.3). If not, you will be prompted to update your browsers to a version that supports TLS v1.2 or higher. How can you adapt to this change? As an end user, if you are accessing Zoho Workerly on your PC, it must belong to one of the following specifications to support TLS 1.2
My own TEST emails from Zoho are going to my Junk email
Hi, I have the free version of Zoho Campaigns since I don't have that many contacts yet, and I'm just getting familiar with it to see if I like it. Why is it that my own emails are going to my Junk inbox? I already confirmed my email address as safe.. AND I've told my email that is not a spam. How can I fix this? I'm guessing a lot of my emails are ending there (Junk inbox) as well. Thank you! I would really appreciate your help.
Floor Scrubbing, Marble Restoration and Marble Diamond Polishing Services
Book floor scrubbing services for marble, wooden, mosaic, tiles and granite flooring. Marble restoration and marble polishing in Delhi NCR. This service is available for newly laid marble and for old floors.Floor scrubbing in Noida, Gurgaon, and Delhi. https://www.commercialcleaning.co.in/floor-cleaning-service.html or https://www.officecleaning.co.in/floor-cleaning-polishing.html
Activity 2 Leader vs Manager
List at least 3 Leadership qualities Distinguish 1 difference between managing and leading From the Video 1, what is the 1 quality he can improve on to be a Leader Stat
Merging by default
Hello Zoho Community, I’d like to consolidate the tickets by merging them – it appears that when one person on the account team creates a ticket but another follows up, a new ticket will be created. Could we merge them by default? Merging them manually is taking a lot of time. Thanks!
desbloqueio
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