How to manage additional required address information for Customers and Vendors.
Has anybody figured out a way to incorporate relevant delivery information in the limited address fields for customers and vendors? For example, most carriers have an additional 'delivery instructions' field to add important information like delivery
Pinning Comments
2-3 years ago I requested a feature to let us pin comments to the top of a ticket. I see this feature was finally done but you missed one of the most important features of this. To be able to have a Comment added and pinned automatically based on the
Why Composite Items Not Updating Inventory Levels After Sale?
After I complete a sale I'm noticing that the main Composite Item is reducing its available level but the associated items are not reducing their available level, they are staying the same. Reading the FAQ's on Composite Items I see the following line:
Can i sync custom fields from zoho crm to zoho campaign?
I found an 8 year old post that said this wasn't possible. I am new to zoho campaign, i'm trying to sync contacts from CRM to campaigns, it lets me select custom fields in the field mapping, but after adding custom fields and clicking initialize, then
how to test an automation
Is there an easy way to test an automation from start to finish. My old software from a different company had an option to test and 'remove wait/delay steps'. I'm trying to test an email and SMS automation which has days of delays built in - and dont
invalid url while create "grand Code" to make access token
Hi Team , I was trying to genarate the Code by using php with this https://www.zoho.com/analytics/api/?php#generating-grant-token and I have choosen REDIRECT METHOD In this I got below url to genarete CODE https://accounts.zoho.com/oauth/v2/auth?scope=<SCOPE>&client_id=<CLIENT_ID>&state=testing&response_type=code&redirect_uri=<REDIRECT_URI>&access_type=offline&prompt=consent
Update field from second form based on Lookup value on first form.
I'm sure this has been asked a zillion times. I am using Lookup field to obtain a value from a second form. Based on the choice I want the corresponding value for another field on the second form to be input into the field on the first form. I know this is a set value action of some sort but am new to Zoho Deluge and cannot see how to do it or see any build functionality on the field properties to achieve this. Basis stuff but how?
How to create a lookup field in Desk, where the lookup value are located in a Sharepoint list
Hi, I am trying to use Desk as my incident management tool for our security department. Part of the incident management is to do some of the risk analysis (threat, vulnerability, impact and associate existing risks where available). Currently my Risk
Share your success story
We would like to hear from our passionate users how much Zoho Creator has changed the way you work and benefited you. If you would like to share your story to us and be featured as a proud user of Zoho Creator, then this is for you. Fill up the form below and if you want to be included in a case study, we will get in touch with you to get further details. So what are you waiting for? Tell us your story. Charles
Microsoft 365 Shared Maibox as Support Email Address
Hi, I would like to set up a shared maibox we created on Microsoft 365 (example: support@company.com) as the "Support Email Address" in Zoho Desk. An important note is that shared mailboxes in Microsoft 365 do not have passwords associated with them,
Zoho CRM Sync Error With Zoho Campaigns on Fields Set as External ID
When syncing Zoho Campaigns with Zoho CRM, the synchronization fails if you map Zoho CRM fields which are set as external IDs. So you need to either Enable the sync for these fields as well. Right now the only way to sync to Campaigns is to copy them
Improper statement line 31 (Highlighted in red) pls help
// Fetch the current record from the AMER form previous_record = AMER[ID == input.ID]; info "Previous Record: " + previous_record; // Fetch the record from the AMER form by its unique ID previous_status = previous_record.Status; // Get the old status
Is there any way to fetch records in ascending order by Name Field?
for each userItem in User [ ID != null ] sort by Name.first_name { }
SalesIQ VS DESK ASAP chat funtionality
Can someone please advise what chatbot will function better for my company. I currently have zohoone, and use CRM. I noticed the SalesIQ is built-in to CRM so all chats are attached to contact and lead record. This appears to be the only benefit to using
Creator Offline Form from Record
Hello, We have a list of records that need to be viewed offline. When a mobile user opens the detail view of a record we'd like for them to click a link or button to open a form. For instance. A list of work tickets. The user opens a work ticket offline
Prevent Enter Key From Submitting Form
I have a client who really likes the Zoho form but doesn't like how using the Enter key (Return key on Mac) submits the form instead of moving the cursor to the next field. I am personally used to this so I only use the Tab key but perhaps this option would be nice functionality to add. From what I have seen on the web there appear to be ways to code this alternate functionality. Unfortunately I am not a programmer otherwise perhaps I could do this myself using your scripting functionality. Thanks
Subfrom data in Excel
Can we send a Subfrom data in a excel sheet while Triggering a Email in Zoho Creator.
SEARCH BOTTON MENTION IN SALES BY SALES PERSON COLOUM
DEAR SIR/MADAM, THIS IS MY REQUEST TO YOU PLEASE GIVE SEARCH OPTION TO SALES BY SALES PERSON COLOUM.
Slow website when vault extension is enabled
Hi, I'm using the zoho vault extension version 4.9.1 And i have an admin panel using easyadmin https://github.com/EasyCorp/EasyAdminBundle It seem's to slow down the loading of filters on my website ( many field are generated at this moment ) When i check
Zoho Creator - Portal - Custom Domain Verification failed
Hello Guys, I've been trying to verify my custom domain for my Portal on Zoho Creator. I've contacted support and they told me to add CNAME Records which I have already done. I've tried adding CNAME, TXT rec , TLL - 600 seconds but no success. Domain
Info button on the right-hand side under Tickets > Views leads to an error
Hello there, if I click on the i-icon a window opens on the right-hand side, but no content is displayed there, only an error message (see screenshots): Of course, clicking on the "TRY AGAIN" button does nothing. Regards, Sven
Auto opt out for Account Types set to Competitor
I need to make sure that where "Account Type" is set to a specific type "Competitor", that they (all associated contacts) are automatically opted out from receiving emails and subscribing to newsletters. I note that opt out is at Contact level and not
Syncing from Outlook calendar to CRM Meetings tab
Hi I have enabled syncing in the Marketplace > Microsoft section of settings in CRM. New Meetings created in the Meetings section of CRM appear in a new Outlook calendar, which is groovy. I have created a calendar appointment in my Outlook with a CRM
is Copy Customization feature still available?
I want to transfer some settings from one Zoho CRM admin account to another CRM admin account. the settings like worklow rules, blueprint and etc. I have tried to watch this video on Youtube: https://www.youtube.com/watch?v=gumaWA4AeiI as you can see
Is it possible to set a Project's layout through the API?
Hey all, I've looked at the documentation regarding the question at: www.zoho.com/projects/help/rest-api/projects-api.html All I can find are ways to read the layouts for the projects through the API, but I need to set the default one to something other
Can Zoho Marketing Automation 2.0 push data to crm as a journey update the details in the CRM ?
What I am trying to do is we get facebook leads and we get them directly in the CRM and then they are synced with Marketing Automation so they Stat receving mails, Whatsapp messages then if they reply their contact details are updated and then I tried
Help! Error: The email address is already registered with another account...
I'm seeing the below error when attempting to add the email TIM /at/ ATL /dot/ TV as an alias: The email address is already registered with another account which is not a part of this organization However, I nor no one else within my organization has
Sender Address Blocked 554.5.1.8
Hi My email address is blocked with following error code heena@mte-glo.com Authentication failed:554 5.1.8 Sender Address Blocked Please look into this. Regards, Heena Qureshi
Form Availability - Issue
I created a form using the Form Availability - Between specified dates. Post the end date, I am now trying to extend the end date ... or even by making the form Available - Always... it just keeps showing the old expiry message on the frontend. I have
Permission Denied
Hi, I'm having a problem accessing 'Modules and Fields'; it says 'Permission Denied.' Can you help me resolve this issue?
Creating pdf template with pivot table
Hi, I have a form which is a list of customers with delivery dates, more than one date for the same customer name. There is no subform, so I need to do a report with pivot table to make a list of customer with same date of delivery. I would like to create
JS SDK Resize
Hello team. I build an extension for the telephony widget in the CRM And I'm using the Resize method to make the Dialer bigger https://help.zwidgets.com/help/v1.0.4/ZOHO.CRM.UI.html#.Resize But the width cannot get bigger than 390, So my question is how
Calling from Zoho CRM from my LT connecting via my Iphone using Verizon service
Where in zoho one CRM is the setting or check box for me to enable logging a call details (duration, date, time and other info from my LT ?
setting up a clickable text with a hyperlink
I have a form and in this form i want to have a text that will be clickable that will take me to another page or website
Cadence vs. Workflow
Greetings. I see a lot of noise around Cadence. We have already creating a lot of workflow rules for dealing with and following up to incoming leads. What I don't see is what's the difference between Cadence and Workflow and how we may benefit from updating?
Formula
Hey Team, I am trying to create a formula in Writer and if possible also CRM to work out after tax income for clients. The Tax rates are : Tax Rate Taxable income bracket 10.5% 0 - $15,600 17.5% $15,601 - $53,500 30% $53,501 - $78,100 33% $78,101 - $180,000
Zoho CRM and Safari v18 MacOS page display weird
With Safari 17.6 this issue didn't exist. When opening a quote under Quote Information (see below) it displays correctly as shown. When using Safari 18, the latest version, a large blank area get's added under Hide Details where you have to scroll down
Set-content-to-row API Call Error
Hello, I created a custom function to set content to row, however, I got the following error. {
error_message : "Internal server error. Please report this issue to support@zohosheet.com",
method : "row.content.set",
error_code : 2866,
status
Automating Excel file upload in Zoho Analytics. How to organize it?
Hi everyone. I am just getting familiar with Zoho Analytics service and some questions have arisen. For generating several reports, I am using excel file which I upload to Zoho Analytics from my computer. Basically the excel spreadsheet grows by some
How to mark email as "Unread" in Zoho Team Inbox?
We are trying to start using Zoho Team Inbox, but the problem we are facing is that we can't find a way to mark an email as "unread." I know that this is possible in the Team Inbox app, but it appears it isn't possible in the app in the web browser. Is
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