WorkDrive Directory switch
Hello, what was the reason to change the name to WorkDrive?!! now we need to reinstall and recync on all PC in organisation because directory of folders was changed. thanks!
Passing info from stateless form into htmlview
Hi, I need to replicate the sample below (from an older post). How can I get the script to replicate? Thank you Please refer the sample application: https://creator.zoho.com/sampleapps/employees/#View:Complete_Employee_details. This html page has the same feature. Max Technical Consultant | Zoho Cares
Zoho Books Chart of Accounts in Creator
Dear support, I've been trying to import Accounts from Zoho Books Chart of Accounts into a new Zoho Creator app, as the main base data for this new app. I know I could export accounts (from Chart of Acounts) from Zoho Books, import in Zoho Creator for the new app ... but this solution needs human action to sync Books/Creator data ... Is it possible to import Zoho Books Chart of Accounts to Zoho Creator?? Thanks in advance. Regards.
Custom Leave Form For Holiday
Hi, this is what I need to do. Be able to have a custom leave form that is used when a person selects a particular leave type. This custom form will restrict the leave request to specific date and times for leave requests. (see below) For instance Employee requests Christmas shopping leave type, (we have a leave type of Christmas shopping set for 1/2 day) Each staff is given .5 days for this leave type. We set expiry to only allow it in the month of December Employees can only request this 1/2 day
i have records in zoho creator and wordpress....need help to automatically update record in wordpress when changed in zoho creator
hi, i have property listings in my wordpress site. every property is in my zoho creator as well. im looking to see how i can change information within zoho creator and have it automatically change in wordpress. is this possible?
Create E-mail from custom module with lots of data
We have a custom module to capture the specifications for a RFQ to be sent to our vendors. THe module collects a lot of data mostly in check box form. This data is then used to tell vendor the specs for the tool they bid on. Is there or what is the best way to create an e-mail from a module record with this data "already completed" to send the to vendors to bid the RFQ?
visitor adding more fields
Hi, this is for an education CRM. Customers should fill which courses they did previously. So, the point should be a section with "name of the course", "where" and "when". Once filled, if they need it they can click "add more" and the section is duplicated so they could add in there more courses. How could I solve this? Thank you very much!
Autofill Lookup Field OnLoad
Hi, I'm trying to set a lookup field (Form B) to autofill with the most recent value from a string field in Form A. I can get the lookup to autofill OnLoad when I link it to a system field (e.g. ID), however, it doesn't appear to do the same when using a user-defined field. For example, the script: "input.Lookup_Field = Form_A[Added_User = zoho.loginuser].ID sort by Added_Time desc;" works perfectly, but "input.Lookup_Field = Form_A[Added_User = zoho.loginuser].String_Field sort by Added_Time
Different form with different from's properties format and workflow script event
I am playing with the point of sales app now and found out one of the form (add stock) not able to add successful added message, i tried to use workflow event to do that but the workflow event "on success" nowhere to be found. others form was fine though..i can only see on load and on user input event. anyone can shed some light? thanks, Jeff
Cannot connect from mail client
Hello, I'm using settings described here https://www.zoho.com/mail/help/imap-access.html But client is unable to connect. First it noticed me that incorrect creds, I even changed password - ho help. Last time It said that cannot setup stable connection. Thanks
Error 550 from rra.gov.rw
hi support, i hv problem with 550 issue. our email success send and receive to client. the problem when they reply the email , they server bounce back .
Autofill Terms and Condition based on List
Hey, we have certain Conditions based on the licence type. As we need to adapt them, depending on many circumstances, we have a "predefined" version, which should appear, as soon as the sales person chooses which licence type the quote is for. So I added a "Licene Type" list. Now, when licence "a" is chosen, the "terms and condition" should be autofilled with a predefined text, but should be editable. When "b" is chosen, is should be another text and so on. How can i do it? BW
Webinar 1: Blueprint for Customer Service
With the launch of a host of new features in Zoho Desk, we thought it’ll be great to have a few webinars to help our customers make the most of them. We’re starting off with our most talked about feature, Blueprint in Zoho Desk. You can register for the Blueprint webinar here: The webinar will be delivered by our in-house product experts. This is a good opportunity to ask questions to our experts and understand how Blueprint can help you automate your service processes. We look forward to seeing
Zoho Desk Marketplace submission
HI Zoho Desk team, I would like to make available the Bybrand integration with Zoho Desk, visible in the Marketplace in "https://marketplace.zoho.com/desk". But I have not found an easy or automatical way to send the submission. Well, I read in the https://www.zoho.com/desk/extensions/guide/#introduction The integration does not depend on extensions, it updates the signatures via Zoho Desk API (very good api). Bybrand connects to Zoho Desk via OAuth2. Load the all agents of support and after update
Zoho Desk Community Digest - November 2018
We had a big release earlier this month as a part of the Zoho CRM Plus Unified Customer Experience Platform! This unified platform is designed to connect your sales, marketing, sales, and customer support operations, more deeply, and allow information to flow from one operation to another across the entire customer lifecycle. Here's a sneak-peek to the latest addition to Zoho Desk as a part of this release: Artificial Intelligence – Zia Service Process Automation – Blueprint Mobile Apps For Supervisors
Walk-through 4: Promoting an event online
Hi everyone, With your event planned and your microsite ready, it's essential to have a good turnout, for your effort to pay off. Although your event microsite is online, you'll need to guide the right traffic—whether they're potential customers, partners, or patrons. Promote your event online on different platforms to get people talking, increase ticket sales, and encourage them to attend. In today's post, we'll discuss promoting your event online. With Backstage, you can publicize your event with
The alias email ID registered by the user does not belong to your organization.
The alias email ID registered by the user does not belong to your organization. I changed the alias for the user userXXX@esehospitalmatanza.gov.co and then it doesn't let me use that user. How I can recuperate the alias?
Has the API been updated?
I'm using the PHP SDK and yesterday I could successfully lookup a record using the lead's phone number and retrieve the Zoho ID from this record. Today I am running the same code and returning nothing. I thought perhaps there was an issue with my access token, so I renewed it, but still no response. I have a try catch statement wrapped around the call to the searchRecordsByPhone, but even this generates nothing.
Problemas para recebimento de emails do zoho via Outlook (hotmail)
Prezados, Estou tendo dificuldades em conseguir configurar meu e-mail do hotmail para receber meus e-mails do zoho. Na configuração, consigo enviar e-mails pelo hotmail usando minha conta zoho, mas não consigo receber meus e-mails da conta zoho no meu hotmail. Alguém poderia me ajudar?
Linking a Zoho Project that I access via the Client Portal, to my own Zoho CRM
As the title asks, when I try to link Zoho Projects to Contacts and Accounts in Zoho CRM, I only see Projects in my own Portal in the list. I don't see Projects where I am a Client Portal User - is this expected? And is this on your roadmap? Thanks!
Issues with Zoho Mail application for macOS Mojave
I' facing 2 distinct issues with Zoho Mail app on my Macbook Air running macOS Mojave. 1. It always requires me to login twice in my zoho mail app. 2. After login, the app loads a mobile like view instead of adapting to the viewport. Also the window can't be maximized or stretched.
Show/Hide field in subforms
Hello is it possible to hide a field in a subform based on user input in the parent form? Thank you Amanda
docs.zoho.com is terribly slow!
Hello, We have been trying very hard to work on docs.zoho.com, esp. spreadsheets. The page is very slow and reacts after many seconds (sometimes takes over minute as well). We are unable to copy-paste data, scroll below and perform basic tasks that we expect the sheet to do. Can you please let us know what the problem is? Thanks!
Job Posting
Can you integrate with Facebook Jobs and Google Jobs for job posting. Right now it's just a Facebook post. Can you post it as a Job on the company's facebook profile in Jobs section.
Add a field?
I want to add a new field URL to my contact page. When I try I get this error. Maximum field limit reached. Only 15 custom fields can be created for your edition. Please upgrade to Higher Editions, or remove the extra fields and delete them permanently from Unused Fields to create new fields. How do I know which are the custom fields so I can remove one and add the URL field. Thank you. John Gurba courtaccess@gmail.com
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Books should warn users when bank credentials stop working
If Books has stopped syncing, please give us a nice big message (or pop-up) we cannot miss. This way if there are any charges that should not be there, they would be more likely to be caught immediately. A big warning is standard in Xero and QuickBooks.
Export all essential data before Dec. 31st, 2018 to avoid losing it during our cleanup process.
You'll no longer be able to hold session-related data older than a year in Zoho Assist. Please export all necessary information and download essential session recordings from Reports to avoid losing data. You can export data from Reports as a CSV or PDF file by clicking Export as in the top right corner. To download the session recording, click Download beside the session whose recording you need to download. If you have questions about how to backup data, please contact us at support@zohoassist.com.
Showtime Invitation in Outlook
Hi Team, Attached is a screen shot of the invitation and other Showtime emails look like in Outlook. It’s look like very hard. we want to make this feel good. But, it seems there is no option to change the background color or other style elements. Please advice. Thanks and Regards, Prabakar
PDF Files
Hi I would like to know if its possible to add a PDF file in the campaign?
Zoho CRM/Projects/Desk
I'm using Zoho Analytics to report on a few combinations of items that relate to Accounts (CRM) being associated with Tickets (desk) and Projects (projects). For example, I have an account in CRM "ABC Corp" and in CRM I've linked a project from ZProjects "ABC Project." I would like to be able to create a report that shows me how much time I've logged for the Account across all of their linked projects and helpdesk tickets, however I can't seem to find the one-to-many key fields that make this type
Reply To Address Defaults to the Alert Address
Hello, I am using Zoho Desk, and when someone hits 'Reply All' on a ticket, the default email address is going to the Alert Address. This makes it difficult for customers trying to reach out to us. Is there a way to set the default email address to those involved when pressing 'Reply All' ? Please comment if this is not clear enough, and I will do my best to clarify
Zoho Connection problem in public areas
I would like to ask you a general question regarding the access of Zoho in public places like restaurants, coffee shops etc. Me and my colleagues when we work in this kind of public places (with our laptops) in most cases we cannot open the Zoho Platform (Mail, CRM etc.). It returns 'This site is not reachable'. But when we are connected with our mobile data then we can open the sites. Quite strange? I think it is not a wifi problem in these shops. Is it because of 'https'? Does anybody here have
Customize Hosted Page By Plan
Hello, I'm wondering if there is a way to customize the Hosted Page by plan. I'd like one plan to have one set of styling, header and colors, and another plan to have a completely different header, colors and style. Is this possible? If not, it would be a very helpful feature for using subscriptions for multiple websites! Thank you. Alex
How do I assign a value to a drop down field choice?
I am using a drop down field to record the status/outcome of a record and need to assign a value depending on which status is chosen. If the status is Sold, Proposal or Cancelled, I need the value to be 1, or if the status is Assigned or Reset, I need to value to be 0. This value will be input into another field in this form, which will be summed and used in a pivot report.
lookup field ID in custom template report
Hello I have a Master Form, where each records is referenced by a unique "String" data name, let's call it "Record name". This form posseses a "Subform" which I use to report occasionnal errors in the data from the "Master form". I want this Subform, to trigger "send email" workflow, with a dedicated " Custom template" based on this subform datas However, when I reference the "Record Name" (which is a lookup from Master form), the result displayed in the sent mail is containing the underlying record ID,
Custom Session Join from Existing Membership System
Hi All, We are currently exploring ShowTime as a replacement for our existing web conferencing system. Love the features so far. One question regarding session registrations. We currently have an existing membership portal and would like to be able to pass logged in members into a ShowTime session. We would have access to first name, last name and email address from our existing profile information. Is it possible to use some sort of API call or form post method to pass these members into a session?
Problem with automation
We send letters to subscribers using zoho campaigns, but not all letters come to subscribers, although they are active. Why it happens?
"Previous" and "Next" Buttons
I have a series of pages on my website with "previous" and "next" buttons at the bottom of the page. When I preview the site in "desktop mode" I get the look I want. The previous button is to the left and the next button is to the right. However, when I preview the site in tablet or smartphone mode the layout changes and the previous button is on top of the next button. How do I achieve the look of the desktop previous across all viewing platforms? Thanks, Steven
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