How to create a record in a Creator form from a CRM function with Integrator and Subform fields? Using zoho.creator.createRecord()
I want from a custom function in CRM, create a record in a Creator form, sending data from the CRM. The problem seems simple, but I can not fill in all the fields that the form has. I can create the record, and fill in basic fields like text or date, but an integrated field with CRM, no. Neither do the fields within a subform. This is my "Visitas" form. ("formLinkName") mp = Map(); Visitas_del_dia = List(); visita = Map(); visita.put("Oportunidad","68916000001564945"); visita.put("Hora_Visita","12:30");
can zoho keeps the notebook forever ?
I want to start writing my diary in zoho but i'm afraid if that zoho cannot save them forever ?
Zoho People integrates with greytHR
We are adding a new feather in our cap. HR management becomes full fledged now as we integrate with greytHR for easy processing of payroll. You can now push specific data of the leave module to greytHR and facilitate faster payroll processing. Visit this page to know more.
Dynamic Links
I would like to use a dynamic link with a button. The link is specific to the Lead Owner in Zoho's CRM. Is this possible?
uploading images to google drive
My question is how to upload images to google drive form zoho creator. If you know Please guide Thanks in adavnce
Zoho Campaigns : add another administrator
Hello, I would like to add a new administrator to the campaign, how can I do ? Thank you. Émilie
Department Signatures - Only Working For One Department
Hello everyone, We've just been finalising adding signatures to each of our departments - thank you Zoho, a great feature! One thing that we have noticed is that the e-mail signature is added to replies to tickets but only for the first department that we tried it on. It's not adding the relevant signature to tickets in other departments. I have set up the signature for department1, department 2 etc. and they have been saved so not sure what I have done wrong? Would somebody be able to help me please?
Need to be able to do assesement forms for interviewer
We need to be able to do an assessment for that the interviewer completes.
Remote authentication next steps?
I've got domain mapping done and applied according to Domain Mapping area. However, when going to setup remote auth, seeing a message to complete Domain Mapping. Confused..is it not already setup when domain mapping shows all good?
How do you maintain endnotes when copy / pasting?
I work across multiple documents within Zoho Writer. I have recently noticed that when I copy and paste some text from one document to another, the endnotes I had in the original document get wiped out in the new document (the hyperscript number in the text turns into a regular number and the endnote itself disappears). I am a journalist and need to keep my citations in tact. Does anyone know how to maintain endnotes through copying and pasting?
New 'Recent' feature in Community needs the forum name adding
Hi, I didn't know where else to post this really but guessing it's a Desk feature generally -- personally I don't use the Community channel in my own Desk setup. The new 'Recent' listing is fantastic for keeping on top of new posts but it's confusing as you don't know which topic is from which forum! The Recent listing therefore needs the name of the forum including in my opinion. Mark
No news push to Campaigns when offline
We have just realised that when all operators are offline and there is a "send a message" in the chat box, and if a customer ticks for news then they do not sync to Campaigns. This is crazy. If that option exists when offline then we must capture those details in Campaigns - it is pointless otherwise. It needs to work asap as we are losing customers who think that they have signed up for news. Sales IQ is great ad we use it on a daily basis but this makes it inoperable and makes our company look
Can not receive emails
Sudden sopped receiving emails 24 hours ago !
Zoho Creator-Tasks Done
In the Tasks Done application, how do you change a tasks status to complete?
Can't change field value from custom button
Hi, I have been trying to get a custom button in my stateless form to change one ore more field values in the form. Using the syntax input.SomeField = "SomeValue"; works fine when used in onLoad actions or any of the field actions, but it does not seem to do anything in an on Click action? Ist this deliberate? Is there a workaround? Am I missing something? Thanks in advance!
api internal error
var url = 'https://books.zoho.com/api/v3/salesorders?authtoken=' + token+"&status=open"; var response = UrlFetchApp.fetch(url); return = "code":1000,"message":"Internal Error"
customer viewed ticket?
How can I see if the customer has viewed the ticket/email. (I am moving from HelpScout and they had this functionality.)
Texte message
Hello Zoho, We think it would be an advantage to send a massive text message to promote a job opportunities to candidates. Would it be possible in a near future?
Results in google analytics
Is it possible to see the result of the A / B test in google analytics?
Add Button
I've noticed in one of the example applications there's a facility to add a button to a form, but I can't see this function in my version of Creator - see below: Any ideas? Martyn
Fields in format hh:mm:ss
Hi, I want to create a formula to automatically discount one field from another. But the information that I will manage will be in hours. Is there any way to create a field in the form hh: mm: ss in zoho crm?
I could send it out email, but I couldn't receive it any.
Hi, I've already gotten my domain verified and edited the MX settings so that i can use zohomail with my domain. I could send it out email, but I couldn't receive it any.
Zoho Docs Local Backup
Hi Team, Thank you for the outstanding work. I was happy to use the Zoho Docs App, but when checking on the folders that were actually stored on my device I noticed most of them, if created online in Zoho Docs (I guess), were stored as a URL link and not really synced on the device. Is there a reason why Zoho Docs App does not store the whole file on the device? Is there a way to have Zoho Docs App sync the actual file on the device? In spite of preventing users from working offline, it also prevent
Hide sections from non-admin users?
Hi Zoho, I have a few sections in my app that I would like to hide from users that are not an Admin user (or to show it only to me). How can I do this? show/hide button does not let me specify the users. Thanks! Ravid
Zoho CRM Weebhooks to PHP code
Hello, I'm trying to create a webhook that trigger contact or lead information when a field is updated, but I don't know how to do it. I've made webhook and I can send to a URL (requestbin, to test, for example). But I don't get a JSON format. I've followed a lot of tutorials, but I'm not able to do it. How could I do to receive a JSON like this in Zoho CRM? { name: Example lastname: Example mail: example@domain.com } Thanks for your help!
Invoices Bulk Updates!
Please please! We can bulk update expenses and estimates, but on an hours per week basis bulk updates of invoices is the most helpful. Opening in sheets (like CRM) is fine. We use Books to manage our orders as well as accounting and make changes to order (invoice) status every day.
New Updates in Portals
Hello everyone, In our recent post we had listed out some of the benefits of portals and few actions that you can perform within. Here we'll take a look at few recent updates in the Portals feature: Add more non-client portals Other than the default client portal, you can now add more non-client portals by opting for the payment plan based on the number of portal users. You can create these non-client portals for the Leads and custom modules. Select a portal user type during the lead conversion During
AR/AP journal creation
I am new to ZOHO Books. I have transferred balance sheet from Wave apps. I was having some AR and AP against Customers and Vendors. How to show those in balance in their name and adjust against old Invoices/bills.
Tracking bugs reported for a Story
If I add bugs under a Story, I cannot pick up individual bug for fixing in current or future sprint; when I drag and drop a bug, the Story gets dropped along with all other subitems. . If I add a bug as independent item, there is no way to Tag associated story to it. How do I tag Story to the bugs being added so that I can count which Story had how many bugs?
Not able to genrate the accesstoken using refresh token.
Hello, I am using the refresh token for generated access token not able create here i got the output. I have attached code genrating the accesstoken and refresh token please check. Array
(
[refresh_token] => 1000.9eb87eba7593d87bb1bf215e08e6bd77.66363d84b9319cd4864c78285d2ab41d
[client_id] => 1000.DBP0HOVT03N617777555YGQ25PJ53Y
[client_secret] => 85dc3dfb1ab24da6a63300ad3b256305ec7ee4f4e5
[grant_type] => refresh_token
)
Mobile App: Insufficient Privileges to change Lookup Field Value in Blueprint Transition
Hi, I'm using a blueprint within the official android mobile app. Within that blueprint, there is one transition during which the user is asked to change the value of a lookup field that is linked to a custom module. The prompt comes up fine but upon tapping the lookup field I receive a popup saying "Insufficient privileges to perform this operation. Please contact your administrator." I'm using the app as the Super-Administrator of the CRM account. API access is enabled for that user and I encounter
RECUPERAR EMAILS
Gente, não sei o que aconteceu mas todos os emails que recebi até ontem simplesmente desapareceram! Como não sou a única a acessar essa conta, pode ser que tenham sido excluídos. Há alguma forma de recuperar esses emails?
When adding segment to a list, age in days do not allow to specify the number of days but the date.
There is something I think is a bug on zoho segment creation: when chosing List Added Time with reference to "Age In Days" it doesn't allow me to specify the number of days but rather asks for a date, which is not compatible. Does someone knows how to change this field to work correctly? I already reported to Zoho Support but it is still not working!
Zoho CRM Quotes Module needs Upgrades
The Zoho CRM quotes modules is in need of a few key upgrades and for some reason this module does not seem to be a priority for Zoho. The Quotes module desperately needs: Ability to reorder quote items and insert items. Ability to pull descriptions from the products modules Ability to export perhaps from either the Sales Orders Module or Invoice Module direct into Zoho Books Ability to search the line items of the quote using the global CRM search. I believe that there is some thinking within Zoho
Your email is inactive
Hi Zoho Team, I have an account with domain shashis.info, I am unable to login to any of account it says your account is inactive please help with this I have primary emails, that is me@shashis.info & bp@shashis.info. Thanx in advance.
Sorting or sorting folders
Hello, I created folders to archive my mails But they are sorted in chronological order, ie they are put in order of their creation Can I categorize personal folders in alphabetical order? It would then be easier to use them cordially Sauveur CONSALVI
out-going email are filtered to spam folders - urgent help
emails from my account are being sent to spam folders even though i have set up SPF and DKIM - can someone provide assistance ?? from the test emails I've sent, problem seems to occur with yahoo but is fine with gmail. screenshot of recipient email header info attached
Filter Mail Sent
Hello I created a filter so that the mails I send, or that I receive, are automatically put in a folder I have not tested for the reception, but for sending, it is inoperative The mail is not put in the indicated folder, but in the Send box The filter consists of a text a Find in Object Can we filter the sent e-mails? Kind regards Sauveur CONSALVI
Custom Function to Create a Contact
I'm trying to set up a button to create a new contact from a custom module. I found this code on a Zoho help page (https://www.zoho.com/crm/help/automation/custom-function-examples.html). I made a few modifications to it based on our fields. CustomModuleDetails = zoho.crm.getRecordById("CustomModule15", input.customId.tolong()); ContactMap = map(); ContactMap.put("Last Name", ifnull(CustomModuleDetails.get("Contact Name"),"")); ContactMap.put("Email", ifnull(CustomModuleDetails.get("Email"),""));
Payment Processing issues with Payflow Pro
I have a customer with an active subscription in Zoho that is getting her credit card declined because of address verification. Here's the problem - all references to her address in Zoho are correct. The incorrect address is being pulled from a deactivated profile on recurring billing in PayPal Manager. I've worked with PayPal and they cant delete the old profile, their only solution is for me to update the old profile with the latest address info - not acceptable. Is there anyway to "tell" Zoho
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