Need to send message to slack channel from zoho people form
- I have setup slack connection in zoho people, it is successfully showing connected - I am using connection name to send message view custom function, but it is not working: response = invokeurl [ url :"https://app.slack.com/client/T78002gHF/C089773324"
Depreciating the assets in books
How can I record the depreciation of assets using zoho books? For example, I purchased laptop for 1200 $ and paid it through my bank account. 1000 $ asset gets added under laptop category. I judge the life of laptop as 2 years, which means my laptop value
Possible to change Deal Stage via Deluge function in a Workflow automation when there's a Blueprint implemented for the pipeline?
I've configured a Blueprint for my Deals module pipeline. I want to change the Stage value for a Deals module record through a Deluge function in a Workflow Rule, but I get this error message: "Deals record update response = {"code":"RECORD_IN_BLUEPRINT","details":{"api_name":"Stage"},"message":"Stage
Darshan Hiranandani : Feature Request: Allow Uploading Edited Meeting Recordings for Attendees
Hello everyone, I'm Darshan Hiranandani, wanted to propose a feature that could be useful for meeting organizers. Would it be possible to allow meeting organizers to upload an edited version of the meeting recording? Here’s the use case: many of us tend
Zoho mail filter Add to WorkDrive doesnt't work
Hello, We have a problem with using the filter in the email. So, we want that when a bulk payment confirmation from the online store arrives, this email is automatically saved in HTML format on the drive using the action 'Add to Zoho WorkDrive -> Email
Deleted message in SPAM
In one of my gmail accounts (getnickifit@gmail.com) I had an email from PayPal in the SPAM folder. I thought I was moving the message to the inbox from the zoho mobile but it looks like it was deleted. It is no where to be found--inbox, trash, etc. Can it be restored?
Emails take up to 14 hours to arrive and often never arrive at all.
I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from
Real Estate CRM
How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.
Emails take up to 14 hours to arrive and often never arrive at all.
I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from
Address Input and Map Functionality Challenges in Zoho: Need Advice
I just started using the Zoho ecosystem for my business. Everything seems to be working fine, except for the map features built into the applications. It's quite difficult to input an address when creating a new lead. Some of you might suggest using extensions
Two way sync between Bookings and Zoho Mail Calendar
Is there a way to enable a two-way sync between Bookings and the Zoho Mail Calendar? As far as I know, it is only possible to check conflicts from Bookings and push meetings from Bookings to the Calendar. However, when I press the sync button, appointments
Can the meeting location be specified by the customer?
I own a painting company. I offer free estimates to customers, and I'd like them to be able to enter the meeting address in the booking form... so, the place they want me to give a painting estimate for. I need the customer to be able to tell me where
Single use booking
Hello everyone! It would be very interesting to be able to generate unique booking links. Once a booking is made through that link, it will no longer work. Calendly has something similar: https://help.calendly.com/hc/en-us/articles/1500001292022-How
Features Req: Service-Specific Calendar And Limit number of bookings per guest
By The Grace of G-d. Hi, I Came across 2 features i believe more users would love to see added to the amazing bookings app: 1. Service-Specific Calendar I dont want to open my whole calendar to all of my services. For Example, Lets say i have a free consultation
Featured Blog Image Size
What is the ideal size for the cover/featured image of a Zoho Sites blog? Because all our cover images are getting these black stripes horizontally or on the sides (look images)
Do I need to migrate to API v7?
Current workload forces me to ask this question. Even though I know API v7 has better features, I have many previous API calls written in v2 that still function well. Is there any compelling reason (that I may be missing) for me to make time to migrate
Has anyone implemented OCR functionality as a text input method for the CRM?
The users in my organisation are used to writing meeting notes using the pen and paper notebook. Asking them to enter those notes into the CRM is a chore and I suspect is a major hurdle for the digitalisation initiative to take off in this organisation.
How Can I delete accounts or change type of account?
My accountant has wrongly categorized many accounts as Other Assets instead of Accounts receivable while putting in opening balances. How can I delete an account or recategorize it?
Subform: Prepopulate Rows using Unique Picklist values on Deal Conversion?
Upon conversion of a deal, I want to automatically add rows to my subform from my picklist values. I don't want to add all of them but about 15. One row for each unique value. Currently when I convert a deal my sub form looks like this by default. Then
Unsuscribe, suscribe and tell a friend links not working
Hello, I'm new to Zoho campaigns. I created and sent a test campaign to myself but on clicking the subscribe, unsubscribe, view in browser ans tell a friend links, i realize none of them leads anywhere. Instead i get the following error:
Attendance Bulk Import Not working.
It was working for me from last one year the same format. but now its giving bad request(400). Please help me. resolved this problem.
Chrome browser issues. Anyone else?
I am suddenly having multiple issues with Chrome browser interpreting the Zoho Mail interface. Anyone else? Any known problems? Thanks, Todd
Display comma in number field (thousand separator)
Love Zoho so far! How can I add comma as thousand separator in number field upon input by user? This is essential feature when dealing with larger numbers to make readable. Is there number formatting script for this? For example, change 600000 to 600,000 This link appears to be related to the topic. https://help.zoho.com/portal/en/community/topic/amount-display#2266000001410984
Tracking leads through the sales process
Our leads are being generated via paid google ads and are arriving to us with UTM data showing lead sources, campaign mediums and campaign names. I want to track the progress of those leads as they migrate through our sales funnel while maintaining a
Subform Auto-populate based on Main Form Drop Down
Zoho CRM. I have a drop down named ''number of items'' which ranges from 1-100. Below that I have a subform with 18 fields. Here is an example of what I need for this section: Number of items: 10 Subform (all 18 fields) show up 10 times Number of items:
Project profitability
It would be useful to analyze project profitability. Besides adding an hourly rate for staff or task, I would also like to add an hourly cost for that person or task, so that I can compare time spent vs time billed and easily calculate profit margin.
How to add a record for a different report
I have one form and it has two reports I need to programmatically add records to both reports For example one report is draft and other is processed After the user performs some action on the draft report I want to create a new report in Processed and
Location Lookup
Hi Team, When I enter an address into the location field, there is no map address lookup happening. What setting have I missed that will get this working? Kind Regards John
Cloud to cloud folder migration from Sharepoint to Workdrive
I am aware of OneDrive migration: https://help.zoho.com/portal/en/kb/workdrive/migrations/microsoft/articles/migrate-from-onedrive-to-zoho-workdrive#Whats_migrated would this cover a Sharepoint migration meaning I can move a whole Sharepoint (team) folder
Zoho One Trial Version
I am in a trial period using Zoho One in my business. I have a question about what happens to the information when the trial version expires? Does the information stay in my account? Do I have to delete the information before the trial version expires
Getting 401 Unauthorized while creating Ticket
I'm getting 401 UnAuthorized when I try to create a ticket using the Zoho Desk API. I am using using OAuth2.0 for getting access token and generated accesstoken and used Desk.tickets.ALL as a SCOPE . Kindly help me to resolve this issue while creating
Ticket Views: filter criteria -> dynamic date values in relation to the current date
Hello all, It would be very helpful if you could build custom views in such a way that you do not have to adjust the criteria daily or at whatever interval in order to change the fixed date value as needed. For example, I would like to create a view that,
Link Images to a Excel Report
When I export to a spreadsheet. How do I get it to create a link that goes to my image. Right now it shows up in Excel as: /sharedBy/appLinkName/viewLinkName/fieldName/image/1510098844838_Image_07-Nov-2017_18_54_03.jpg
Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps
In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation
dataprep connection with databridge
Hi i have tried con connet using you r data bridge before an database on analitycs and today im'trineg to confirgure anoter conenction trouht datbridge application . bu unfortunately i cant connect to anyting. i don't revice any errors or any infiormationa
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Hello. My domain was renewed recently and since it came back online I've been having this issue. Read it here that I need to verify it again with Zoho. How can I proceed to this verification? Thanks!
Projectic Specific Calendar Dates
We are trying to create a project request form. One of the first fields is a multiple choice field that requests the user to select the type of project they are requesting. We are wanting to have a calendar view that changes the allowable dates to be
Values in multi pick list are not copied to copied deal
Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field
"We’ve fine-tuned Zoho Inventory..."
Every day I have this message at the top of my screen. I hit refresh everyday and then the next I see it again. What is being "fine-tuned" on a daily basis?
Default Sort Order in Project Tasks View
It should be possible to specify a default sort order (or have the last explicit sort order restored upon reload) for the tasks in the project tasks view. Currently the sort order must be manually re-selected for each sub-group whenever any changes are
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