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.
【Zoho CRM】ポータル機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からポータル機能のアップデートをご紹介します。 今回の機能アップデートにより、CRMのポータルへのログインがより簡単にできるようになりました。 【目次】 SAMLベースのシングルサインオンについて ポータルへのアクセスリンク送付について 今回のアップデートにより、アイデンティティプロバイダー（IdP）を利用している組織において、SAMLベースのSSO（シングルサインオン）を有効化できるようになりました！
Getting error during inserting a record in form of zoho people using zoho api
import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_name
UI Arabic
can i change the member portal UI to arabic in zoho community?
Resume template to include profile photo
Hi, We would love the Resume Template to be able to include their profile photo. How can this be done? Miriam
Marking a form as 'done'?
Hi! I've got a form that staff fill in when moving stock from location to location. I see the entries they've sent across and I input them into my stock control system. Is there a way to mark a form as 'done'? So that I know which entries I've input,
Emailing lookup field but placing this as an ID or number rather than text
Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In
Zoho Rating
When I close a ticket, the zoho system automatically sends an email to the customer for them to leave a rating. When they leave a rating, the ticket re-opens and I have to close it again. When I close it again, the zoho system sends the customer an email
Zoho GC Flow is not showing in IM Channels
I have added my social IM channels in zoho desk. Created a GC Flow to automate conversations. But Guided conversations are not showing in any platforms I have chosen; WhatsApp Instagram Messenger Web (Business Messaging) In the flow I mentioned these
Contacts marked as Spam are shown as Contacts in tickets.
Hi Zoho, If a ticket is marked manually as Spam you get an option to set the contact as Spam as well. It would be great if there was another option to delete this Contact. This would be based on the understanding that it wouldn't be marked automatically
Is possible to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} for to detect inline a null parameter
Hi Team I need to know if it's possible to evaluate inline the following parameter, with the objetive to detect a null value ? I would like to use ${webhookTrigger.payload.street==null?"No street":${webhookTrigger.payload.street}} Regards, Pablo
Issue with Bulk Edit Triggering Function Multiple Times in Zoho Report
In our Zoho report, we have observed an issue where executing a function during a bulk edit operation runs the function multiple times—once for each selected report entry. This behavior is causing errors due to overlapping or redundant executions. Our
Set recurring tasks in Zoho Support?
Hello, We use the task function in Zoho Support to set reminders for "due dates" of important events, such as lease expirations, etc. Is it possible to set some of these as recurring yearly? As of now, we have to reset every task manually after one year. Is there a way to have it reset automatically? Additionally, is there a way to import a list of tasks and their dates into Zoho Calendar? I have not been able to do it from Zoho Support to Calendar. I tried exporting tasks from Zoho Support,
Pin Columns and Adjust Column Widths in CRM Subforms
Dear Customers, We’re thrilled to introduce two powerful enhancements to CRM subforms: Pin Columns and Adjust Column Widths. These features are designed to improve data accessibility and make managing subforms more intuitive. Why This Matters : Subforms
Help - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?
Hi everyone, I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books. We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects are
Schedule a regular backup
In CRM I have a regular backup setup. I cannot find an option to backup Desk? I would like to take a backup before I test syncing products between CMR and Desk.
Limit who can submit a support ticket to your site?
Does anyone have a use case for needing to limit who can submit tickets via your help portal? Some of our customers want to have end-users view our knowledge base articles and see tickets their IT groups have submitted but they do not want end-users to
Allow us to disable the Reopen Ticket button after a ticket is closed
Disabling the Reopen Ticket will allow us to have more control over the ticket's flow. According to support, this is currently not possible. Please add this to let us, the customers, mold the ticketing system into something that we can use for our business
How to Enforce Mandatory Fields (Category/Sub-category) Before Closing a Ticket?
Hi, I'm currently using Zoho Desk and encountering an issue where agents are able to close tickets without filling out mandatory fields, specifically Category and Sub-category. I’ve already set them both as a mandatory field, but it can still be bypassed
Admin Control for Default Email Templates in Zoho Desk
Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrally
Lock out of account after password update
This is a bit of a catch 22 situation. I updated my account password using password generator in ZohoValut. Now I am locked out of everything, as I cannot get into OneAuth for 2FA, as the password is randomly generated, without getting into ZohoValut,
Multibrand Help Center - Share knowledge base catgories between multiple departments
Hello, I would like to know if it is possible to share categories between multiple departments when the multi brand feature is enabled. So that then one portal exists per department, but certain categories are visible in multiple portals. After all, we
Unable to upload document error on zoho sign
i am creating a document using laravel php and here is my code and i get this reponse {"code":2005,"message":"Unable to upload the document","status":"failure"} $path = storage_path($file); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');
Zoho Sign / Prefill By You - Editable by Them!
Zoho Sign seems to have two field options available - an empty field for signer(s) to complete or a field that has been prefilled by you, that becomes read only once sent. What I would like is an option on the pre-filled by you fields, to leave them
Zoho Crm - Inventory Integration
Hello, I need help about Map Fields between CRM and Inventory. For Example, I can't match amount of stock between these 2. I can put opening stock number in Inventory but I can't see it on CRM. Also I want to see categories and parent categories on Inventory, in CRM too. Best Regards.
Organization Variables - Restrict Access
Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates
Zoho takes too long to load...
I am based in Europe and in the last couple of weeks, Zoho CRM takes minutes even to load modules. Is there a specific reason this is happening? Is this happening to other people?
Accessing Subform Data using getRecordByID
I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,
Can you internally tag/categorize posts for campaigns?
Would love to easily sort through posts by tags or categories (i.e. we have multiple memberships and share studies from each. It would be nice to pull reports in a second for "membership A studies" for a campaign etc.).
Connect multiple Facebook ad accounts to Zoho Social
Hi there. I'm doing the Facebook Ads and Zoho Social integration to automate the leads that come from Potential Customer campaigns on Facebook to Zoho CRM. I have a company (1 fanpage, 1 brand), but within the business or brand on Facebook, I manage several
If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?
Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,
Enter dates in tasks with just "tue" or "+10" or "5d" ???
Is there any way to enter due dates in tasks without typing the whole date or making time consuming clicks in the calendar? I don't see anything online in the help or third party videos.
Multiple time zones in zoho projects
We are working in an international team. We need to set up different time zones in the organizational settings or at least for one project within zoho projects. Any ideas or help? Thx in advance
Customize Zoho One Dashboard and URL?
Hi everyone, Is there a way to customize my Zoho One URL to be different from the default portal URL? The current portal URL is: one.zoho.com/zohoone/[organization] I want to map it to its own standalone domain that we own. eg) domain.com instead of one.zoho.com/zohoone/[organization]
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