Pivot Report - Form & SubForm Data needed
I need to generate a pivot report based on the data from a subform but I need the ability to filter on two fields from the main form For example: Form A contains 2 keys fields: Store Store_Number SubForm A - Store_Name = Store - Store_Number all numbers needed for pivot report I created a pivot report based on SubFormA but I need the ability to filter on FormA Store & Store_Number Any ideas how to best accomplish this?
Weird function behavior
I think possible your platform have a bug... one out of the lines below does not compile: string2 ="2018-03-11 02:17:17"; info string2; info string2.toTime(); //this line does not compile; very very strange string3 ="2018-03-12 04:15:17"; info string3 ; info string3.toTime(); Can you investigate? I am on C4 not C5.
"Select all" in Zoho writer app, iOS.
I'm using the Zoho Writer app on my iPhone, and it's great. The only thing I seem to be missing is the option to "select all" text in a document. This document is 17 pages long already, and I want to change the font of the entire thing, but can only lyrics select one word then drag the maker to the bottom of the screen, then scroll, then grab the marker and drag it again. Surely there's a "select all" option?
Fetching Data Into a second form
I have a New Form which looks-up the ID from another form to create a relationship. I then want it to pull in data from the other form to fill some of the fields on the open form. I have tried writing the script in various ways but it keeps throwing up error in line 1 or 2 (if I leave the ; off the end of the first line it throws up an error for line one and if I include it as per below, the error is on line 2: if (count(Students [ID1 == input.Team_Member_ID]) >0); { getrecords= Students[ID1 ==input.Team_Member_ID];
"Time entry" report
Hi, Is there a possibility to create a Report that reflects the total time used by the agents? It is desired that the report include the detail and summation.
Difference between various error messages when fetching tickets
Sometimes I receive a 403 with the message "You are not authorized to access this resource" and other times I receive a 403 with the message "Unauthorized to view ticket" (note the double space there) I think one case is where the ticket was deleted and the other is where the ticket has been merged? Can the server response message be updated to reflect those error states? such as 410 for resource has been deleted and 301 for merged (if it's possible to route the request to the appropriate new ticket)?
Get Product Details from a Sales Order or Quote via CRM API v2
I am working on creating an application that uses information from the Zoho CRM for various purposes. I am using CRM API v2 (https://www.zoho.com/crm/help/api/v2/#api-reference) and it is working out well for the most part. The only problem I have run into is getting the information from the Product Details section of Quotes and Sales Orders. This information is not present in the results from the Single Record (https://www.zoho.com/crm/help/api/v2/#single-records) or Bulk Record (https://www.zoho.com/crm/help/api/v2/#record-api)
Paste into Date-time field
I have the Spreadsheet view of a form open. I need to paste in 100 date-time values for a date-time column. But it's not working. Is this by design?
V 2.0: Introducing webinars, embed registration widget, and Google Chrome extension, hot-fixes for time zones, calendar events, and audio conferencing
Hello there, After our announcement on adding webinar features, we received plenty of queries related to webinars, following which we have now introduced a separate tab to schedule and manage webinars apart from your meetings. Introducing webinars When you log in to your Zoho Meeting portal, you would have noticed the all-new My Webinars tab. You can now schedule webinars, promote the registration link and allow attendees to register for your webinar. Get registered users list (export as CSV option
Client / Contact status to Candidate
Hi We are researching companies and want to be able to associate contacts to "potential clients", however, these contacts may become candidates. There is no way for us to edit the contact status to candidate status. Also, not all companies we add to Zoho will become a client, however, to help mapping out the industry, we want to add all companies to the database. It would be really useful to be able to distinguish who is a client and who isn't. Currently to determine which companies are not current
Email Outgoing blocked, Unusual Spamming by unknown senders
Hi, Dear Support team member, we are facing the following problems 1. One of our users had been automatically marked as spam, and his outgoing emails are completely blocked. Even I cannot change this status from mail admin panel. Please help in this regard 2. We are receiving spam emails as below in inbox from unknow senders - Screenshot is pasted below. 2a Inbox displays email sender same as display name of our company email addresses. 2b. Email sender address is not our company email 2c. This email
Not able to login to Iphone app
It says "invalid password" but the password is exactly same I changed the password and tried again, no luck.
SPF Verfication
I keep getting this message adding TXT records in my domain using dns manager akhsoft.com when verify using zoho control panel showing this message. We are unable to get TXT record for SPF right now. If you have added the TXT record just now, please wait for 30-45 minutes for the changes to propagate and try again. Can anyone help please?
Creating account wise activity report in zoho reports
Hello, I need to create the Account-wise Activity count report. I am facing issue as i am not getting account name or activity count together. Please help me with this. Thanks, Murali S
Error in saving changes. Please reload page and try again.!!
Im having this problem when trying to save or publish my page: Error in saving changes. Please reload page and try again.!! Plz, need help
What's New this October 2018 in Zoho Invoice?
We have some exciting product updates and enhancements for October. Keep reading to know about them! Zoho Invoice - Zoho Mail Integration No more switching tabs to check emails and transactions simultaneously! Integrate your Zoho Mail account with Zoho Invoice to have your emails and transactions under the same roof. This integration simplifies the process of attaching email documents to your transactions and all the mail activities can be viewed within your Zoho Invoice organisation. You can checkout
Want to use image as a option instead of dropdown, checkbox etc
Dear zoho help, i want something just like this in zoho creator I want to select any of the image how can i do this?
Zoho Self-Service Portal : CC issue
Hi Zoho support, Recently we have submit a ticket through the Self-Service Portal and added a CC recipient. However, the recipient did not receive any email. Kindly refer the image below.
How to show two taxes in an invoice
Hi, I have two taxes and i'dd like to show them on my invoice. Now the tax rate is calculated butthere is only one line Tax with the sum of my two taxes. on my invoice, i'dd like to have sub-total ______ TPS _______ TVQ _______ TOTAL ________ is it possible? Thanks
Create a permalink for
I understand from a past conversation with support that it's possible to have a report 'linked' to a contact, so that I could click this link when on the contact view page, and I could run a report that could show me all emails, open activities, closed activities, and notes associated with that contacts account. This would give me the ability to get a summary of what other users have been doing on the account page, but without me having to leave the contact page. I understand how to run a report
Why do businesses choose Zoho CRM software?
I am wondering why businesses choose Zoho CRM software? While there are many other useful software besides Zoho CRM
INVALID VALUE PASSED FOR QUANTITY
i get this error when trying to create a Purchase Order in Books. Why won't the system point out to the field that has the error? It is very frustrating to receive the error message but have absolutely no visual guide as to where the error is. Please help
Block Type: Mail Outgoing blocked.
Your account abeljohnson@zoho.com has been blocked due to security reasons. Block Type: Mail Outgoing blocked. Reason :Unknown Please look in the matter and take seriously, do needful and unblock my id as soon as posible because it has been a long time passed.
DKIM - DomainKeys Identified Mail
Cann't setup. We are unable to get TXT record for DKIM right now. If you have added the TXT record just now, please wait for 30-45 mins for the changes to propagate and try again But check on https://dkimcore.org/c/keycheck is ok!
Redirect to another/same Form using Form Rules and MAP & TRANSFER selected fields
Hi I run a dental practice and patients use Zoho forms to fill in their new patient details. We have situations where a family of 2-4 comes in at the same time and require to fill in the form individually. Currently, we have set up so that when they select that they are with their family and submits the form, same form will pop up for the other person to fill the details. It works all fine. However, to make this process more efficient, we do require address details and so on to be transferred to
Can't personalize the tabs on my help center
Hi, So whenever I try to customize the tabs on my help center (like put the 'Community' tab first) and I click on 'Publish', I get an error message whithout any precision. Could you tell me why ? You can see the screen I took. Thank you.
Download/Backup all the Files attached to our Tickets
Is there any way to actually download all the files attached to our Tickets massively? We need to make a Backup of them locally but can't find the proper way since making it manually (one by one) takes forever. Please your help regarding this issue. If that's not possible is there any way for you guys to download them for us (on request) so we can work with that? Thanks for your quick question! Kind Regards
Update a related list with custom function.
Hi, we are triying to update a related list inside a Lead using a custom function. When a lead is created or edited, a rule is triggered which executes the custom function. This function takes two arguments: the lead ID and the value inside a field called "titulacion". Titulacion has the same value as the product we want to relate. The code is the following: criteria = "(Product_Name:equals:"+titulacion+")"; producto = zoho.crm.searchRecords("Products", criteria); producto = producto.get(0); productoID
Domain redirection - Connection not secure
Hi, I've successfully been able to complete the redirection of the 360soporte.geoagro.com domain to a Zoho Desk Help Center. However, now I'm getting this message: What may be going on?
User deleted data but still over 100%
One user on my domain went over 100% and despite deleting emails the Stats still shows > 100% and sending or receiving emails is disable. How long does it take to refresh the emails' Stats ?
How to remove blank pages in docs?
How to remove blank pages in docs?
Add to bill from Docs
Please, please provide a resizeable image preview in the add to bill/expense with saved size properties. It's really frustrating (& difficult) having to scroll the image every time to see the entirety of the pdf file :-/
generate random serial number
Hi! I want to add serial number for the moment when i adjust my stock but i want to autopopulate it from a php function that i created to generate a random string. Is posible to call somehow the function from php? Thank you!
Outlook Plugin wont install says version not supported, but neither 64 or 32 bit will pass the check
Google Tasks Not Added To Task List
My account is setup so several tasks are added when a new project is created from a project template. I have integrated Zoho Project with my Google Apps account so the new tasks will be added to my Google Tasks. However, when tasks are added in Google, they are not added under an existing Google Tasks List like it is with Zoho CRM. Instead, every project milestone creates a new task list in Google Tasks. Then the tasks belonging to the milestone are added under the new list. This is a problem.
Can I pass multiple values for one field in an openURL statement?
Is there a way in an openURL statement to pass more than one possible value for the same field? Example: I have a report that lists companies by territory. I know how to open the report to show all companies in Kelowna (Territory_fld=Kelowna) and I know how to do the same showing all companies in Penticton (Territory_fld=Penticton), but how do I open the report showing all companies in both Kelowna and Penticton?
Notifications documentation and verbiage confusing and likely to cause errors.
We've been trying to figure out why some of us have been not getting extremely important project notifications. Today I figure out why. Please review the attached screenshot and consider updating the verbiage on the notification settings page so it does not confuse users, and also updating the documentation. Thank you for listening.
Unable to log in to my phone app for Desk
Every time i click on my email ID to log in, it just keeps looking back to the same log in page. I am on android. I uninstalled and reinstalled the app but it is still happening.
Task Reminder doesn't work
Hello, many of our Agents working with Task reminder to get a remider Mail for that. For now, this doesent work fine in our Zoho One. I need fast help with that, this problem is a gamebreaker for us and must be solved!! Kind regards, Klaus Brandt
Problem with Imports on Zoho Reports C# api
I'm having no luck getting bulk Import function to work with the c# api library. I can add or update rows to a Zoho database table just fine but when I try to use the ImportData function I get nothing. I don't even get a response so I can debug what I'm sending. I am trying to import a JSON data string but I have had no luck importing from a file either. Does the free version of Zoho Reports not allow API Imports? I pasted my code snippet below. I have tried every combination of settings for
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