We've revised the pricing model of CRM portal user licenses
Hello everyone, We’re making important updates to our pricing structure for portal user licenses, effective from the next payment cycle. The new slab-based pricing is as follows: Previously, these portal user licenses were priced at $5/ user/ month. As
Zoho and Hostaway webhok integration.
I want to receive data coming from hostaway webhook and receive it in zoho crm to create or update record in a module based on conditions. The hostaway webhook sends data every time a reservation is created or modified or cancelled. The hostaway sends
Records per page in New UI
It seems the new UI lack of "Records per page" function, it is very handy if you are looking for a data that you don't know the exact search term, but you know it may "between" few entries. without a "page" function, we kind of have to keep page down and page, the autoload is not that fast, and you are dealing with thousands of entries. Could we please have the "records per page" function back to New UI (also it shows total counts of the record) Looking forward to hear from you.
CSV File Added to Form - Parse and Map to Fields
Hi, I apologize, I can't seem to find a clear explanation or help article on how to parse a CSV file. On validate, I process this deluge script. fileContent = Collection(input.File_upload.content); result = fileContent.values(); info result; What I want to do is create a record (in another form), and map certain fields to fields in the form. I can get values, which is the whole file but no keys. If I use result = fileContent.keys(); I get "0" As you can see from CSV, my first line is my map and
Encountered an error while creating a bill in Zoho Inventory: {"code":6,"message":"Invalid data provided"}
I attempted to create a bill using the Zoho Inventory API, but I received an error: {"code":6,"message":"Invalid data provided"}. However, when I made the same request again, it was successful. Does anyone have insights on why this happened?
Why do I need to send the Customer ID in the Create Purchase Order Request?
I'm trying to create a purchase order using this endpoint https://www.zoho.com/inventory/api/v1/purchaseorders/#create-a-purchase-order Unfortunately, I'm getting this error { "code": 4, "message": "Invalid value passed for Customer ID" } The doc doesn't
merging email accounts
previously I was using 5 mail pop mailboxes within VO , 2 of them are becoming obsolete so I was thinking about deleting the obsolete ones and merge the remainders into my main account mailbox within VO , is this possible ? thnx in advance.
ZohoPeople API - Retrieve leave type IDs
Hi All, I have created a leave type in Zoho People UI. Now I need to fetch the Leave Type ID of it. As per the documentation[1] I used the curl request [2]. But I ended up with the error response from the API. {"response":{"message":"Error occurred","errors":{"message":"Server Error Occured","code":7031},"status":1,"uri":"/api/leave/getLeaveTypes"}} The new API[3] does not tell anything on how to retrieve the Leave Type ID. Have you done any changes to the API recently. If so please let me know
Incorrect Closing Stock Amount value
Act as Zoho Inventory Expert. We are a construction company, OVAL Projects Engineering Limited. We started using Zoho Inventory for Stock Management.I have multiple warehouses. I have encountered a problem while generating custom warehouse wise inventory
Can I share my Zoho spreadsheet?
Hi everyone! I do the job of data entry any I perform my job on Zoho. my question is can I share my Zoho spreadsheet and database to other websites(3d animation production company). If yes, how can I do it? Looking forward to your answers. Thank you!
Zoho vault uses only password to unlock not a TouchID
TouchID works when normally openning app but when called from keyboard while browsing or trying to log to another app it shows only password option to unlock. This behaviour is only on iPad Mini witch latest 18.2OS
Unable to add Guest Members
We are having issues adding Guest Members to our Cliq account. We have sent out a number of request but it seems that only some people are able to access the platform. Others have received a message stating that they need to be granted access from an
Create a custom button to modify custom fields in zoho Inventory
I am needing a script for two buttons, 1. Button will add todays date to a custom field named cf_sent_to_sov 2. Button will mark a checkbox or unmark a checkbox field named cf_parts_ordered I have been trying to figure out deluge but have not got anywhere
Link project tasks to tasks in CRM and/or other modules.
Hello, I have created and configured a project in Zoho Projects with a set of tasks. I would now like to link these tasks (I imagine according to the ID of each one) to actions in the CRM: meetings, tasks, analytics). The aim is to link project tasks
How to use Twilio to send appointment notification and reminder SMS in Zoho Bookings
Hit no-shows out of the ballpark by combining Zoho Bookings and SMS providers. SMS notifications help you remind customers of their appointments and reduce no-shows by reaching out where they are. In this guide, we'll configure an SMS provider called
geographic search filter in map view
Hi, I have a recruiting and timesheet system built in Creator. The client wants to enhance the search for candidates based on their location and filter by job skills - currently they look on the Map View which uses the geo location or post code of the
Announcement: Upcoming changes to the permission grant flow for OAuth apps
This announcement is intended for app developers who use the Zoho API console. We're going to implement an important update to the way users grant permission for the OAuth apps created through the API console. What’s changing? Currently, users can grant
Add Google Workspace Module to Zoho Flow
Dear Zoho Flow Team, I hope this message finds you well. We’d like to request the addition of a dedicated Google Workspace module in Zoho Flow. Currently, there are no triggers or actions for Google Workspace, which limits our ability to integrate and
Team Inbox is not working AGAIN
I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable
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Pivot table with Text values - "Matrix Report"
User Story - As a user, I would like the ability to display textual data in a two-way table, matrix format (text datatypes, not numerical datatypes displayed as a dimension) One major feature missing from the Pivot tables in Zoho Analytics is the ability
Can Wisestamp email signature be use with Zoho mail?
Does a Wisestamp email signature work with Zoho mail?
WiseStamp
WiseStamp is an excellent social media signature tool. It integrated seamlessly into Gmail and Thunderbird, plus a few more. Are there any plans to get this incredible app integrated into Zoho. check it out here: http://www.wisestamp.com/ thanks Tim
Power BI connector (Zoho Creator) to Zoho Projects
How can i connect power bi to Zoho Projects? domain is zoho.com How can i find workspace name, application link name and Report link name?
Update your Google connection with Zoho TeamInbox
Dear all, Wishing you a Happy New Year! Google has recently updated its security policy to enhance user protection, requiring all third-party apps and services to use OAuth authentication and password-less login methods. This update impacts users who
Integrating Quotes with leads Information
Our business requires giving a quote to a lead (not Account / Potential - as we define it differently). Currently, Zoho CRM's Quotes are integrated with Accounts / Potentials and not with Leads. Is there a way I could get the Lead information to the Quotes
Zoho one
I am starting Zoho one as a beginner and there is Zoho crm and Zoho sales which i needed to work on but it appears in unassigned apps. What Should i do now?
User Emails Blocked
Community: I keep running into issues where our users stop receiving notifications from CRM because their email addresses get blocked in on the backend some how. I reach out to support, they confirm, they fix, and we carry on, but then it happens again.
Is it possible to hide Developer Space for all user in Zoho Projects
Hello! I am Zoho admin in a company and we want to use Zoho Project to manage projects, but after a few days of testing we are not able to "hide" the Developer Space from all kind of users except the admin. To sum up, I want to hide this for all users.
Weekly Tips: Stay Focused with Email Snooze!
New Year, New Resolutions Being back at work also means being back to the constant barrage of messages from work and clients. The constant flood of incoming emails can lead to the missing of important messages, especially when you can't respond right
Multiplying Weight of product by Quantity
I am facing an issue with creating a report that consolidates the total sales volume in kilograms. I have already specified the weight for each product. I have also aggregated the total sales quantity. The key question is: how can I create a report that
Frontal interview scheduling - room availability in office using Google Workspace?
Hi, We're using Zoho Recruit as our ATS and Google Workspace as our email, calendar and resources management. We want to use the interview feature to schedule an in-person (frontal) interview with the applicants. How can we sync the room resources availability
Introducing Hiring Pipeline for Vendor Portal
Keeping vendors informed about candidate progress is often challenging, leading to communication gaps and repeated follow-ups. To address this issue, we've released an update to the Vendor Portal feature that lets you choose to display candidates' hiring
Address Grabber function for Zoho
I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone know
Add Owner to deluge-created module record note
Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));
Unique and Random IDs in Zoho Forms: Organize and Secure Your Data Efficiently
When it comes to form submissions, organizing and identifying entries effectively is crucial. Zoho Forms offers two versatile ID generation options for submissions: Unique ID and Random ID. Each serves distinct purposes, providing flexibility to meet
Emails received - edit subject field
Is it possible to edit the subject field of an email received. ie if I received an email with a subject field of "management accounts" could I edit it to "management accounts as at 31.03.09"
Iteration through a list - Coming up against a "Failure to update function" error
Hi there! I've been attempting to get a deluge script working and am running into an error that I have been unable to resolve. The error I am getting is Failed to update function Error at line :18. Improper Statement. Error might be due to missing ';'
Can you modify "Last Activity Time" in deluge? If so what's the field name?
I need to perform some bulk modifications on records in the Leads module, but I need to avoid changing the "last activity time" or "date modified" because I am using those fields to filter and sort leads for follow-up action. I cannot find an answer anywhere
How do I define a weekend
I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.
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