two accounts
Hello, I have 2 companies . Now I use zoho products for one company Vip communication SNC. Questions is : How I can use zoho for two companies from one admin panel but pay for zoho for 2 different invoice ? Thanks
API error code "NO_CRM_ACCOUNT"
Can anyone tell me what this error code means? { "code": "NO_CRM_ACCOUNT", "details": {}, "message": "The token does not bind to any CRM account. Generate new organization specific token.", "status": "error" } I can't find any information on what may
The token does not bind to any CRM account. Generate new organization specific token.
Started getting the error today. Refreshing the token doesn't help. {"code":"NO_CRM_ACCOUNT","details":{},"message":"The token does not bind to any CRM account. Generate new organization specific token.","status":"error"}
Issue with Fetching Data from Zoho Creator using Custom Outlook Add-in
Hi Team, I am encountering an issue while trying to fetch data from Zoho Creator in a custom Outlook add-in. The goal is to retrieve origin and destination information from a specific report, but I'm facing CORS-related errors and failed requests. Error:
The token does not bind to any CRM account
I have created a sandbox and I am trying to push products and the thing is that for Production everything is working but in the sandbox {"code":"NO_CRM_ACCOUNT","details":{},"message":"The token does not bind to any CRM account. Generate new organization
Zoho Creator Widget Update record error 401
This is a widget project, I try to update record.value1 with a popup page, I can fetch data from ZOHO.CREATOR.API.getRecordById but when I try to update record, it show 401 error code with { "status": 401, "statusText": "error", "responseText": "{\"code\":2945,\"description\":\"EXTRA_KEY_FOUND_IN_JSON\"}"
How to disable Quick Edit for a subform
Is there a way to disable quick edit on a subform? I tried to disable quick edit on a subform with ClientScript, but I was unable to set it to read-only with the code below. let fields = ZDK.Page.getField('Quoted_Items'); field.setReadOnly(true); log:
Resource Booking - Different Time, Different Price
Hi there, In Zoho Bookings, there is an option for us to set up resources (in my case it's venue) bookings. However, I need the price of the venues to be different according to the time of the day. For example, I have a sports arena. in the morning, it would be the normal price. In the afternoon, it will a little bit cheaper, and in the evening until closing, it will be more expensive. Do you currently have this function? Or, if you don't, do you have a workaround? By the way, for resource booking,
How to get backend URL
Hi there, I was wondering how i can get the backend URL for the code below: response = invokeurl [ url :BACKEND_URL + "/purchase-orders/generate/excel/" + purchaseOrderId type :GET connection:"backend" ]; return response;
Help Center Mixed Access Settings
Is there a way to give some Help Center End Users access to all of the tickets on the account (like managers), but other users access to only their own tickets? Thanks!
Zoho Desk Help Center User Personalization
Hello, I would like to customize my Zoho Desk Help Center portal so that users can see personalized information about their customer profile using widgets or extensions. For instance, I want to display the user's service plan status, products they've
mail hatası veriyor
Merhabalar, Mailimde 550 5.4.6 Unusual sending activity detected. Please try after sometime. <a href=https://www.zoho.com/mail/help/usage-policy.html target=_blank>Learn more.</a> bu hata ile karşılaşıyorum yardımcı olur musunuz? İyi Günler
Cannot send email with attachment
One of our employees gets the following error when trying to send an email with attachments. Unable to scan for virus She is using Microsoft Edge. I tried the same on my computer and it worked fine. How do I fix her?
Beauty Industry: How to design appointment scheduling sites for businesses in this industry?
Today, we have put together a guide on designing an appointment scheduling site for businesses in the beauty industry. We hope that this guide will be useful to you and do not forget to share this with anyone who you know will benefit from this. So, let us begin! If you're interested in reading more articles like these, click here. Do I need an attractive appointment scheduling site for my organization? A simple and good-looking appointment scheduling page can say a lot about your business. Beauty
PDF CANNOT DOWNLOAD - SHOWS VIRUS DETECTED
Unable to scan to Virus by attachment 15-10-2024
I am writing to report a recurring issue with the attachment scanning feature in Zoho Mail. It appears that the system is unable to scan all attachments consistently, which could potentially compromise our data security. I would appreciate your immediate
Integration with Zabbix
I need to integrate Zoho Desk with Zabbix so that when an alert is received, Zabbix creates an automatic ticket. Additionally, the ticket should only disappear when the alert is considered resolved. Has anyone ever done something like this?
Block Duplicate Phone Numbers?
We provide more phone support than we do email support. As a result, we do not collect many email addresses. Desk prevents duplicate contacts by checking email only. We need to check for duplicate phone numbers also. A solution we found is the following
Combining Statuses from Different Modules to build a rule
Hello, can I create a workflow rule combining change of job opening status and application status in zoho recruit automation? I am trying to create a workflow rule for the following scenario: When job opening status is changed to X, send an email to Application
Can the Time Added Successfully notification be moved or disabled when saving Ticket Information in Zoho Desk?
Currently, the notification obscures other buttons such as the Comment and More Actions buttons. This notification eventually goes away but causes slowness in ticket creation due to this notification.
Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick list
Account to Account Multi-Select Lookup
I must associate one account with many other accounts without making them member accounts. However, when I go to make a multi-select lookup, accounts aren't an option. How do I do this?
COQL or deluge API, how to get the total count that match criteria?
This is a simple count, but given the 200 record limit, and the fact that I don't need any of the results, just the count, why do I have to page through and perform such an expensive operation. The following shows how I successfully used deluge and COQL
Zoho Desk integrates with Qntrl for effective task management
Hello everyone, We are happy to announce that you can now integrate your Zoho Desk account with Qntrl. This integration provides an effective way to manage tasks, collaborate, streamline processes, and deliver projects on time which helps to collaborate
Tips and Tricks #1: How to send automated payment reminders to customers in Zoho Invoice
Dear customers, We are starting a Tips and Tricks series, wherein, we'll be sharing insights on how you can tap into each and every feature of Zoho Invoice. We are commencing this series by discussing how you can set up automated reminders in Zoho Invoice. Receiving payments is an important part of any business as it's one of the main sources of cash inflow. Each delayed payment means that you're working with money spend from your pocket. It is therefore crucial that you remind your customers to
Is this estimate layout possible? Multiple tables with subtotals
Hi, can anyone help me please. We have a very specific type of layout for our estimates which basically looks like this..it's quite essential for our clients to see things sectioned up like this. We are about to move into using Zoho Books and I am trying
Need clarification on Execute on Customer Reply in Workflows
We have implemented a workflow rule that will split responses to tickets closed older than 7 days to a new ticket but we are finding that in some situations this doesn't appear to be working properly. A customer will respond, it will go into the original
Problem with Zoho Meeting
I'm brand new to Zoho Meeting. The 1st 2 meetings I set up appear as me as the presenter. Now with the 3rd meeting, it lists me as a participant. Is there a way to change something so that when I create a meeting, it sets my email address as the Presenter? Thanks.
can you set a pick list and allow for multiple selections
I want to create a pick list of possible trade shows a customer would attend and select ALL that apply so we can contact them around the time of each trade show. Is there a way to create a pick list where multiple items/choices can be selected and shown
Identify and prioritize profitable deals: Zoho CRM Forecasts help users target opportunities that generate revenue.
Good morning to all my favorite Enterprise Support folks! Sales reps often juggle multiple deals, each moving at different speeds. Not every deal will close—some may take longer, while others might not close at all. This inconsistency affects the organization's
Zoho Books - Sub total for estimates ? Any way, even non clean or conventional ?
Hello, I've read a lot of topics about the lack of Sub totals in the Estimates of Zoho Books. Sorry for opening a new one, but didn't know if one was more "official". Has anyone ever found a solution to do this ? Even not very "clean" ? I guess you can
How to mass delete notes?
Is it possible to mass delete for example all the notes created before a certain date? It would be very useful
ZoHo CRM add images to Sales Order PDF template
I would like to add images from a Sales Order to the PDF that is sent to customers via E-mail. Is this possible? I know I can add images to the template. But it needs to be loaded from the Sales Order module. We have a custom image field there and that
Zoho Analytics Balance Sheet Opening Balance
I have recently linked our Zoho Analytics account to Xero however I have found that all the standard balance sheet reports in Zoho Analytics along with any new ones I try to create are incorrect as Zoho Analytics does not import an opening balance. How
How to Automatically add a related deal to logged calls
Update: I put updated working code at the bottom of the post In my crm I always have a deal for every contact. I usually am referencing the deal and rarely the contact. So if there isn't a log called in the deal module i usually miss it. That wasn't too
Add Custom Task Fields in Cadence Task Creation (Without Setting Them as Mandatory)
Dear Zoho Team, I hope you are well. We would like to request an enhancement to the task creation process within Zoho CRM Cadences. Currently, when creating a task as part of a cadence, only the default task fields and those set as mandatory in the task
Create a new ticket in Desk from CRM
I want to Create a new ticket in Desk when Stage is set to On-boarding in CRM and don't know the best way to do it. First I created a Rule that will call createOnboardingTicket_Test Then in the function I use this with my actual Organisation ID as ORGID
Introducing call transcription and intelligence
Dear All, We're thrilled to introduce Call Transcription and Call Intelligence—new features under Zia. You can now get transcribed audio recordings of your phone conversations, and together with Zia's intelligent analysis, you can derive call-related
Can't see team folder to associate with project
Hello, I want to associate a folder in WorkDrive Team Folders (a subfolder in fact) with a project, but when I click on associate workdrive folder, I don't see anything at all. I've tried the following: I followed the workdrive integration article, but
We can generate arabic language invoice?
Hi, is it possible to generate arabic language invoice?
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