Prevent Zoho Desk Functions from Being Considered Manual Updates by Users
Dear Zoho Team, We would like to request an enhancement to Zoho Desk to ensure that notifications are not incorrectly triggered for admins when functions or workflows are executed on tickets. Current Behavior: When an admin creates a function/workflow
Inviting Clients to Meetings and Receiving Meeting Invitations in Zoho Desk
Hello, We are a B2B and therefore we need our agents to be able to send and receive meeting requests in Zoho Desk. We use one support address for our clients and we then assign tickets by the manager of the Deal in Zoho CRM. We want the assigned agent to be able to accept a meeting invitation from a client and have it integrate with their calendar in either Outlook or Zoho Calendar. We also want an agent to be able to invite a client to a meeting from Zoho Desk. Ideally sending a meeting request
Embedding a Zoho Learn portal into a Zoho Creator page
Does anyone know how to embed a Zoho Learn portal into a page in a Zoho Creator app please? My portal URL works fine when I just paste it into a new browser window. But when I put it into an HTML snippet in a page, it says it "refused to connect". The
Page Tabs in a Zoho Creator Page
HTML allows for page tabs, as described here in the W3 Schools. I'm trying to get this or something similar working in a Zoho Creator Page. Each tab would have its own dynamic content. Has anyone found a solution that works in Creator C5 ? Thank you!
Enable department switch on Setup pages
It is no longer able to switch departments when on the setup pages - this is blocked. Because some features are department specific and some are not - this would be a helpful toggle. Also it would be helpful if the differences were highlighted global
Change User Portal Picture
Hi, Question: How can a portal user change the profile picture? (see Attachment) Use Case: Portal User can change his picture via a settings form Solution: Create a stateless form with a image field Create workflow When button trigger save image in portal user profile via deluge script Problem: There is no Miscellaneous in deluge for the portal user image How to solve this? Best Regards Marcus
Lend me a hand with Zoho Vault Deluge Script
Has anyone out there used Deluge to read passwords stored in Zoho Vault? If so, I'd be thrilled to get a little sample code on getting started. How does the OAuth stuff work? Once I get that, I think I can make headway...maybe.
Python package for Vault
The documentation here https://www.zoho.com/vault/api states: We provide REpresentational State Transfer Application Programming Interface (REST API), along with the Python package for Zoho Vault API to serve this purpose. I can't find the python package anywhere. Could you give me a hint please. Thanks, Kim
Lead Name
I am looking for a way to show a Company, as a LEAD NAME. We are a B2B company, and 90% of our LEADS are businesses...not individuals. We have a list of companies, with no contacts...I could potentially trick Zoho by populating the LAST NAME field with
Add API Connections in Bookings?
Custom functions can be configured and run based on an appointment schedule, reschedule, cancellation, etc. However, is there no way to create connections with other apps in order to invoke certain APIs? This limits us to only using Deluge integration
Deleting fields with dependencies
I'm looking to a proper clear up of our Zoho CRM by fully deleting old custom fields. I know how to do this without impacting my Zoho Analytics data but I'm trying to find a way to identify if these fields have any dependencies within the CRM itself -
Resize QR
Dear Community, How can we resize the QR code since it is taking so much space in the Invoice.
Zoho Books
In zoho books I built PDF template for Quotations / Estimates I want to arrange the format , I want move the columns according to my requirement , In my requirement I want place the quantity column after the item name, Please check the attached same quotation
Form et Wordpress
Bonjour, J'aimerai savoir s'il existe une possibilité pour garder une trace d'un formulaire Zoho dans son compte Wordpress ? J'ai "embeded" un formulaire Zoho sur une page de mon site Wordpress, et lorsqu'un utilisateur est connecté, qu'il utilise le
Add a password to a zoho form with data from the CRM?
I want to insure the intended recipient is the one filling out the form, I'd like to have a "password" for them to enter. I use the term password here loosely. For example, we capture our customer's birthdays, So having them enter their birthday and last
Authorize.net update to SSL/TLS - Zoho Needs to Make Updates?
Zoho, Please see the below email I received from Authorize.net. Can your team confirm that Zoho Books will have the necessary updates in place to ensure smooth integration with Authorize.net?
have a json response that I format into html table how to display it in a zoho crm records
Hello I had a json response that I format into a table html, for a better visibility I turn response to html table (columns, line) But it seems no way to display it in zoho crm field Maybe there is a workaround? maybe not html table, but need something
How can I compare a button's action to a value?
I am new to zoho books so I am trying to understand how api, custom functions work?I want to know whether I can compare button action to a value and change status? Here's the thing. I am trying to create a custom function to change the customer status(values
New Email Permission Enhancements in Zoho CRM!!!
📧 We're excited to share some big improvements in how you access and share emails in Zoho CRM. 📧 Previously, all emails sent directly from Zoho CRM's servers could be viewed by anyone with record viewing permissions, no matter their role. This wasn't
Conditional Fields in Zoho Sign
It would be awesome to have the option to set conditional fields, where signers only see a specific field if they responded in a particular way to a previous. (i.e. Can surface a text field if the signer selects a specific radio button.)
ZOHO Mail and CRM Opportunities (deals)
Hi, I wanna to find a tool able to handle many emails per day related to my opportunities/deals stored in ZOHO CRM. Is ZOHO Mail able to make an association between email and CRM opportunities? To be able to store all the chronological life of each opportunity
Unable to fetch large query
Hi I'm unable to retrieve more than 2000 records using the CRM API v6. Looking at the docs it is clear that the upper limit should be around 10.000, not 2000. Query error # {'code': 'LIMIT_EXCEEDED', 'details': {'by': 'limit', 'limit': 2000}, 'message':
Create Shared email link to share in email conversation or to send to client via WhatsApp or other social media
Hi Bigin team is there possibly to create a share email link for previous email received or sent to client. The idea is for example I am writing an email with a client and I would like to share a previous email with this client or various clients I simply
Discount Per Item / Option Removed
Hi, I was using Zoho Books for three years now and very saticfied. Now, as we try to add an invoice, we founds that the discount option per item was takn away, and a discount from total was implemented. However, we have cases when we add a diffrent discount to each item. Was this option removed permanently? Thanks,
Digest Septembre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Un mois s'est déjà écoulé depuis la rentrée, explorons ce qui s'est passé au sein de Zoho Communauté France. Zoho s'engage continuellement à améliorer ses produits pour aider ses clients à gérer leur entreprise en toute fluidité.
How do I customize columns when searching to add related records
When adding a product to a record, there is no easy way to customize which columns are shown, and the only way to search is to use the product name. Luckily for me, I get the columns I need and I can find the product just fine. But some other users don't
Zoho Creator - Zoho Sign Integration
Hi, I'm creating an order form that allows clients to submit requests for new products or changes to their existing ones, modelled after the Sales Order module in the CRM. When a record is submitted I want to generate a PDF using the record template I've created and upload it to Zoho Sign to be sent for signing, all through Deluge. Zoho Sign isn't a problem, however I can't see in Deluge if it is possible to generate the PDF through a URL. The documentation here provides a URL but it seems to be
Query Regarding Conditional Display in Details View Based on Field
Dear Zoho Support Team, I would like to inquire if it is possible to design the details view in a report conditionally. Specifically, I want to display two types of details based on a field called "Job Source," which is a dropdown field. For example:
How do I resize the forms on my site?
Hi How do I resize the forms on my site? How to reduce your size? Etc. .. Thanks
Zoho CRM: Can we get lead status history table using REST APIs kindly advise?
I am able to see the status history of a lead on Zoho CRM, and also retrieve on Zoho Analytics, I am wondering if there is an endpoint with which this table can be retrieved on other tools like Power Bi. Or if there is an endpoint using which we can programmatically
Zoho CRM Canvas - Subforms
Hi & happy new year! I'm building a new Canvas view and as part of the layout I am using it has a subform. I can insert the subform into the canvas but when in the canvas view I am unable to add content to subform? Are the subform view only on a canvas
Quicker Data Sync for Zoho Apps
I know that the team has been working on trimming down the sync time for Zoho CRM. This is a huge deal and much appreciated. I was wondering if Zoho has the same intentions with other Zoho Apps. We would love to see 1 hour (or quicker) sync times for
Facebook Leads Table is not showing up in data source table list
Hi Team, We are doing facebook marketing and acquiring leads through it. So I would like to get the list of leads captured (form submissions) . We are getting the count of Form submissions in the table, but we are not getting the table for form submission.
Google Analytics Scripts in Career Page
Every time I try and add the Google Analytics Script in the Career page on Zoho Recruit, it tells me that "There was an error while trying to process your request." I need to be able to track the traffic to my site. Thanks, Zac.
Module formula field Output zero if one of the fields in the formula is blank
Hi All, Hoping this is an easy one for someone to answer, I have the following calculation in a formula field (${Products.Trade Price}-${Products.Wholesale Price}) This works fine but if the Wholesale Price is not set I need the output to be zero. At
Securing Your Knowledge Base in the Help Center
Hello Everyone! Welcome to this week's edition on customizing the Knowledge Base in the Help Center. As the core of self-service for customers, the Knowledge Base is essential, but some organizations, like ZylkerShop, choose to restrict access to registered
Determining user device
I need to be able to determine whether the user is accessing the form through a desktop or mobile browser. Is there a way to determine user client? If not, is there a way to read the url of a page using deluge scripting? I know that when a user access the form through a mobile browser, there is a "form-mobile " in the string. The reason I need this functionality is because Zoho Creator only allows the user to take a picture using their camera through mobile browsers, but I need to create the
Image display at the time of upload
I want that when I upload Image in Zoho creator it should display in notes section at the same time
Upserting several records at once
I am pushing data from Creator to CRM so it'd be nice to not waste API calls and just upsert several records at once as it seems to be possible according to https://www.zoho.com/crm/developer/docs/api/v7/upsert-records.html It says we can do up to 100
Zoho Form error: Update Record - Failed to push as the required 'Zoho CRM' field was empty.
I have a zoho form with crm integration. I send the form from the crm by clicking "Insert Template" -> "forms link" from the email editor. The link text that's inserted is in the format of https://forms.zohopublic.com/<myorg>/form/<formName>/formperma/<someID>?crm_entity_id=<contactId>
Next Page