Update Multi select field values to another form table as individual record
Hi, I am new to coding and do basics within deluge. I need help with the deluge script to meet the following requirement. Form Student Attendance The fields are : Attendance Date Course (Lookup to Course Form) Class (Lookup to Class Form) Students (Multi
Customising the approval email
Is there anyway to customise the Approval email or to add further fields as the default looks so basic and unlike any of the other email notifications from Desk. My users just thought it was spam.
Need manual aggregate column pathing help
See linked video here: https://workdrive.zohoexternal.com/external/a5bef0f0889c18a02f722e59399979c604ce0660a1caf50b5fdc61d92166b3e7
Merging contacts does fail because of help center membership
I'm trying to merge two contact records (they are the same contact) where one of them is a member on the help center. The system warns me about this situation and then I de-activate this contact as an "End User" for the help center. Right now the system
"Mark as Spam" not working as expected
Dear support, in the below scenario, clicking on "Mark as spam" identifies only the first of the checked emails as spam, removes that email from the visible list and leaves the rest of the list still visible & unchecked. I've tried check-marking them
Massive price increase for user licenses of Zoho Portal
This actually a complaint about this announcement: https://help.zoho.com/portal/en/community/topic/free-user-licenses-across-all-portal-user-types You present this as an enhancement. And, yes, while reading the main part, I'd agree that (for smaller companies),
Calendar - "pop up" locations
One of the attractive features of google calendar and outlook calendar is that locations for events will start to automatically populate the location drop down menu as you type. Adding this feature to zoho calendar would be the final feature i need.
[Free Webinar] Learning Table Series - Creator for the Education Industry
Hello Everyone! We're thrilled to invite you to the Learning Table Series—a year-long initiative to demonstrate how Zoho Creator can transform industries with innovative and automated solutions. Each month focuses on a specific industry, and this time,
Remove the [## XXXX ###] from subject replies
For our organisation we would like to have the [## XXXX ###] removed from subject replies. Cheers, Jurgen 365VitaalWerken
How to add tags to a record with jS SDK 1.2/ZohoEmbededAppSDK
Hello Is it possible to add tags to a record with jS SDK : https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js ZOHO.CRM.API.updateRecord Thanks for insights
View all Products by pipeline deal
Very good CRM I use it everyday only problem is modules not being interconnected especially products module. The main problem of products module are separated from contacts and company modules and only being connected to the Deals module. This way there's
Add "Lead Image" in Bulk? (via public image URL)
Each of our Leads is accompanied with a URL containing a photo of the lead when they come in. We currently have to manually download then upload the photo to the lead. This is a HUGE waste of time. Is there any way to AUTOMATICALLY add the photos to the
Map fields from CRM record to Finance Suite/Books Invoice fields
I'm trying to auto-fill unique record specific field inputs that I have in my Contacts and Deals modules onto Invoices created from the record's finance suite related list upon creation. One example is a field called "Job Number" that I have in my Contact
trying to access CRM Variables with JS SDK
Hello i built a widget with Sigma, i create CRM VARIABLES in custom properties. I try to access them in function : ZOHO.embeddedApp.on("PageLoad",function(data) with : ZOHO.CRM.CONFIG.getVariable("mycrmvariable").then(function(data){ console.log("mycrmvariable
Accordion in tabs to create FAQs, etc.
Accordion elements do not seem to be able to be placed in the tabs. It would be useful to be able to do this. Thank you.
Zoho Projects 2024 Recap
Dear Users, As we conclude another remarkable year, it's the time to reflect on the journey we've just completed. The year 2024, defined by significant milestones, challenges, achievements, and important lessons. Every moment has contributed to the story
Custom Fields at Line Level
Hi, is there an ability to add custom fields at line level? I need to track the start and the end date for each product within an invoice and I can't seem to find an option to do this.
Zoho API Error Code 7019 when adding job.
Hello, I am following the documentation found here. https://www.zoho.com/people/api/timesheet/adding-jobs.html Regardless of how I try and post the data (including just using the example requests), I receive back the response {'response': {'message':
How to see changes with ZOHO.CRM.API.updateRecord(config) without reload page
hello got a widget in account, trigger with a button i copy data to account when click on a button, in my popup All is working well. But i need to reload the page to see the update. How can i see the changes without reloading page, only when close the
How to call a Creator function which is in a different Creator application?
How to call a Creator function which is in a different Creator application?
Force Specific Layout for CRM Contacts Portal
Hello: We're in trial on ZOHO One and looking at the CRM Portal (just for the contacts module). We have a client layout set up for Contacts that is working well for our internally, but for the portal we don't want to require (make mandatory) some of the
Automatic Removal of Departments and Groups for Inactive Employees in Zoho One
Hi Zoho One Team, We hope you're doing well. Currently, when an employee is marked as inactive in Zoho One, they remain listed as a member of their department and associated groups. This creates a challenge in maintaining accurate records and ensuring
Zoho CRM Widget and translations
Hi everyone! We're building a Widget with zoho-extension-toolkit, how is localization supposed to work? "zet init" created a translations/en.json file, but what should go inside it and how is it supposed to be accessed from the Widget/javascript? Thanks
Bienvenue à Zoho FSM : l'optimisation des opérations locales qui offre une expérience de service impeccable
Nous sommes ravis de vous présenter Zoho FSM, la plateforme de gestion des services terrain de bout en bout. Les solutions de gestion des services locaux s'adressent aux organisations qui effectuent des activités d'installation, de réparation et de maintenance
Adding tag to specific record as an acion in a workflow
Hi! I've created the following workflow in the module 'Leads'. When a record meets the criteria, there should be a tag added to the specific record in the module 'Contacts'. In the module 'Leads', there is a look-up field named 'Kandidaat' which is connected
Trying to catch error with ZOHO.CRM.HTTP.get (Response Code)
Hello, I'm trying to get response header from ZOHO.CRM.HTTP.get, in order to catch error like 404 or something else but it seems that ZOHO.CRM.HTTP.get() method only returns the body of the response, and I see no way to access the headers returned. Is
FSM - How to ADD PHOTOS to Estimates & Invoices
How can you add photos to estimates and invoices that are being emailed to the client so the can see what you are estimating and your completed work?
Free developer edition of Zoho CRM
A question for Zoho and other developers: How can you set up a demonstration version of a Zoho CRM implementation to show employers/clients what can be achieved? Do you pay for Zoho CRM Enterprise/Zoho One for this purpose? Does Zoho offer a free version
CRM Home Page Dashboard, how can i add zoho desk cases?
How can i see which tickets are in my group as a dashboard component on the home tab in zoho crm? I don't see any way of adding this.
Calendar Bookings in Recruit
Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field based
Getting Error : Developer Tool Detected
Hi Team, Getting the error during open the portal, error attached on the same ticket. Please check and help us to resolve the same.
Send Zoho Creator Template by Email or sendemail
Hello All Question:- How we can send the Zoho creator email template using the send email by the workflow or using the Function? by the Workflow sendmail [ from: zoho.adminuserid to: "zohodeveloper@yopmail.com" subject: "Test Template" message: "Test
Upgraded to Zoho One but Zoho Meeting still says Free Plan
I signed-up for the Zoho One plan. When exploring the applications included, I came across a problem with Zoho Meeting. It says it's the free plan. I emailed support but they sent me a link that doesn't work and, when I found the article on my own, it
新年のご挨拶、直近のイベントスケジュール
🎍🐍謹賀新年🎍🐍 ユーザーの皆さま、明けましておめでとうございます！ コミュニティチームの中野です。 本年もよろしくお願い致します。 昨年のZoho Japanコミュニティでは、東京・大阪・名古屋・福岡 4都市でのユーザー交流会開催や、自社最大イベント「Zoholics Japan 2024」でZoho Championの皆さまとのパネルディスカッション、10月の東京ユーザー交流会では本社CRMプロダクトマネージャーを招きロードマップ解説セッションの実施、さらにZohoアンバサダープログラムのローンチ（近日公開予定）など、新たな取り組みに挑戦しました。
Upgrade User
Hi Sir/Madame, I have 7 users in my organisation but I need upgrade more space only 2 users. Is it possibe? Thanks
Console error with widget in View mode, not present in Edit Mode with ZOHO.CRM.API.updateRecord(config)
hello i have that function to update an account records (from a widgets created with sigma) function handleCopyButtonCRMClick() { console.log('handleCopyButtonCRMClick'); /* * Fetch Information of Record passed in PageLoad * and insert the response into
add meeting link
i want to add A meeting link in the mail when the user book the appointment then with the conformation mail i want to add meeting link there
Missing parameters in request, any way i can figure out what parameters i need to add?
const url = "https://people.zoho.com/people/api/forms/json/P_Task/insertRecord"; const inputData = { "Status": "Open", "Description": "Task to set up and configure Zoho Mail on desktop application.", "CreatedTime": "01-Jan-2025 10:30 AM", "Due_Date":
Running Total % in Pivot with filters
Hi there, I have seen a few posts on this topic, but i cant seem to find one that will work when applyig filters to the data. I have Rows and Data in a pivot view I want to show the running total of revenue as a % of the total for the data set. If i add
Included in Zoho One?
Will LandingPage eventually be included in Zoho One?
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