Automatically subscribe user to bot
Question: We want all our users to be subscribed to a bot by default. Any way to do this? I have been looking through the options and API and have found nothing about.
How to improve the translation of supported languages?
Hello, some of the translated words or phrases are incorrect or do not make sense in context, in particular I am referring to Zoho Projects in Spanish. Is it possible to access the files that map the translation in order to adapt it locally? Thanks in
Invalid parameter value passed otp_id
Dear Sir/Madam, While making a payment to the vender, following error occurs "Invalid parameter value passed otp_id" please solve, screen shot is attached for your reference. Regards,
PDF EDITING
Can I edit a PDF e.g. page order using ZOHO. Know that I don't have acrobat professional, thanks.
Zoho CRM Ultimate add-on feature limits
Is there an ultimate list of features in Zoho One Ultimate? I am mostly interested in CRM. We are considering upgrading from Zoho one / Enterprise. The pricing page does not tell difference between Enterprise and Ultimate: https://www.zoho.com/crm/zohocrm-pricing.html
Our company's Resource management - company equipment and vehicles for field services
Hi, I'm trying to figure out how to manage our company vehicles and equipment in FSM. If the vehicle or specific equipment is allocated to a schedule job, then it must be marked as "unavailable" for scheduling other jobs that require that same vehicle
Does Zoho CRM support Arabic Language yet or not?
Does Zoho CRM support Arabic Language yet or not? i want to use zoho crm but i need An Arabic version is there are an Arabic version ? Moderation Update: I'm locking this post as the solution for this requirement has been provided.
Client Script - Simple popup if a field is not filled
Hi, should be simple but I'm quite a beginner at script : I have a field that I don't want to make mandatory, but I would really like to encourage employees to fill. My goal is to show them a popup when they save a contact (initial save + all the saves
Filter Lookup Field by Most Recently Used
Hi, Is it possible to sort a lookup field by most recent? Like, I want items that I recently selected to show up at the top of the list.
Search Filtering via API
Hi, I'm interested in searching for specific file extensions in Zoho WorkDrive via the API (msg) file extensions. In the API Documentation it says you can filter by any of the resources attributes or metadata. As we can see the Extension ("extn") is an
Converting Calendly Date/Time to Zoho CRM Date/Time in Flow
I am trying to create a flow to update a date/time field when someone books an appointment in Calendly. I need help converting the date/time from Calendly into a format Zoho CRM understands. It currently comes from Calendly as: 2024-06-28T16:00:00.000000Z
Projects Integration to Writer
Hi Please, please, please add Ingeration between Projects and Writer. I've had to create custom deluge to include Projects items (Projects, Milestones, Tasks, Budgets) into Writer documents. This should be a default integration, just like CRM etc as a
Auto CC feature - unclear behaviour
Hello, I have activated the setting: but what does it exactly? I was testing it: - created a new ticket manually - clicked on "Reply" --> No mail address was inserted into the cc-field:
Add a MATRIX field to the forms creation
Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefull
Client credential approach with user based context
I'm planning to integrate the zoho desk apis for creating tickets for the logged in users on my web app and also want to show the list of tickets created by them in my web app. But I want to use only the client credentials approach and not the user based
ZohoDesk Private Departments
How do you determine the Portal link to send to End Users of a private department?
Zoho mail servers are on blacklists
Dear Zoho Support team, We have been informed from some of our vendors that they are not getting our emails. While investigating we noticed that the Zoho mail servers IP addresses (specially 74.201.84.162 and etc.) are listed on following spammer blacklists (DNSBL). UCEPROTECT Level 1 / dnsbl-1.uceprotect.net (http://www.uceprotect.net/en/index.php?m=3&s=3) dnsblchile.org Project Honey Pot (http:BL) (www.projecthoneypot.org) RFC-Clueless (RFC²) postmaster RBL (rfc-clueless.org) s5h.net RBL (all.s5h.net)
Ajust multi-line inventory sub-form upon submitting form
Hello, Just need a good start on a script. I have an order form with a sub-form for every line items ordered. That subform source, with a lookup, product details, including actual inventory. Upon submitting the order, I want the quantities of every item
Meetings in CRM Mobile App
Good morning, Following the recent mobile app update, our users are having real difficulty with the Meetings module. I've managed to find out how to display the profile pictures of users next to meetings (as used to be the default) but I still can't get
CRM Blueprint Transition "After" Actions: What will be executed first?
Hello, so I defined a Blueprint to rule our Leads management and qualification process. Everything is looking good and all stages were covered, I just have a concern with a transition and its After actions: After a lead is qualified, I need to change
Time Format from Decimal Number to Hours and Minutes (hh:mm)
I have been using Zoho Analytics for some time now, and I have a query table that combines data from three datasheets (Calls, Desk and Projects data coming from different Zoho moduels). One of the columns contains Hours, as a decimal number, eg. 0.75
In app audio, video player - Zoho Projects Android app update
In the most recent Zoho Projects Android app update, we have introduced the in app audio and video player for the Zoho WorkDrive storage type as well. You can now access the audio and video files on the app without being redirected to Zoho WorkDrive.
escape new line character
Hi, I would like to check if a string contains a \ character (backslash) I try this: if ((input.invoer).indexOf("\") > 0) { found = true; } But the I get the error: Error at line xx : Script contains new line character, kindly remove it and try again. I have tried ("\\") but that doesn't work So how do I do this?
Inventory in Balance sheet not matching with Inventory Valuation Summary
Dear Support Team, Our Inventory report is not matching with our Balance Sheet numbers due to a transaction (transaction id - 1802787000001190000) amounting to Rs. 48,700. This transaction happened back dated on 01st Apr 2024. Till August end, our inventory
#Zoho Creator - Button Click Function in Page
Hi, I have created a button in my page .I want to perform button click operations. Is there any way to call the functions in the application when the user hits that button?? If anyone have alternative solution for this problem, please help to resolve it.
Scheduled email report in CRM
I would like the ability to create a report of emails which are scheduled to be sent. Ideally I would also like to see the date and time these emails are scheduled to be sent. It is already possible to crate a report of emails sent so I don't think this
Function #5: Add late fees for overdue invoices
Looking to charge a penalty for delayed payments from customers? This custom function helps you apply a late fee by automatically detecting invoices that have gone overdue and adding the calculated fee to the respective customer's outstanding balance
Handling Duplicate Invoices with Identical Reference Numbers in Zoho
I've recently encountered an unexpected behavior within Zoho that allows the creation of multiple invoices with identical reference numbers and order numbers. This situation is quite surprising, as it could potentially lead to significant confusion in
Email automation
Once a person opens the email, they don't receive subsequent communication or they click on the coupon code they don't receive it again. Is it possible in Zoho CRM?
Quoting for Subscriptions
I was wondering if Zoho Invoices' Estimate functionality can enable me to quote for an upfront price and a recurring monthly price (subscriptions) and have both upfront and recurring prices totalled individually at the bottom? We are a business that sells licensing at a upfront cost and offer a subscription plans and therefore we need to have a quoting system that will enble us to quote both and show totals of both. please advise. Thanks Tony
How to add Account Type field to Contacts
I've seen a few topics on this but none explained it well enough for me. I want to filter Contacts by the Account Type. To do this you will need to create a function and then associate the function with a workflow. I found this post with a function
Creating Group Head - Family Member relationship structure for insurance business
Hi, I am trying on my own to implement Zoho CRM for my small insurance business with individual families mostly as our clientele. In my business scenario, we have Family groups - Group Head (Head of family usually) and related Family Members. e.g.:- Clients
Can I change the HOME CURRENCY?
Official page says "The home currency can only be specified when the multi-currency feature is activated and it cannot be changed once it is set." Do I have any other way to change? I am at the very beginning stage doing the data migration still. If it
Projects -> Writer?
Hi Is it possible to merge Project details (Project, Milestones, Tasks) into a Writer document? My use case is I want to include Project details in proposal documents. Thanks
Youtube Shorts up to 3 minutes
Hi, youtube launched the option for shorts to have up to 3 minutes however i still cant see the option to post as shorts within bulk channels.
Meeting invitation request
Outlook send invitation for meeting request. Can Zoho do the same when I use Zoho CRM (new event) with a particular contact (prospect, lead, client) ? My client received my html invitation but could not answered and transfered it automatically in is outlook. Thanks
Pointing at fiels salutations, being part of 'First Name'
Using formula fields I would like to get the following output based on the value of Salutation of 'First Name'. The field 'First Name' seems to have two vales, the salutation (Mr, Ms, Dr., ...) and the actual string first name. Please see attached file.
Zoho Books & Zoho CRM integration - Automatically create estimates in books for specific quotations in zoho CRM
Hi there, at my organisation we are struggling with the amount of estimates being created by sales people, and we would like only specific ones to be created (those that are progressing to be invoices .... etc). We are on a Zoho One subscription, so I
My Jobs Module
Is it possible to customize fields to show within the My Jobs Module?
Possible to clone Deals module/restrict visibility of Deals records belonging to a certain pipeline?
I am looking into using the Deals functionality for my business needs and can see how it could be used, but my stakeholders have a requirement that the Deals records from a certain pipeline should only be visible to certain departments in the organisation.
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