Adding product image look up into quotes module?
Hi there, how can I add a product image field to this quote subform so when I search the product from my products and it pulls all the information it will also pull the image of that product as well? So essentially when I then upload a template document
Unattended acces\ Invite Technicien \Gain Control
When I'm on a remote zoho assiste or Unattended access session and I invite an external technician by sending an invitation, when he accepts the invitation, a message appears to him : "Remote control disabled. to gain control click on Request control",
Search for data that is inside a Subform - Is it possible?
Hi, I'm searching teh CRM and ZIA Search for data that i know it is in a subform and the search does not find anything. Is subform data even indexed? Is it possible to search for data that is inside a subform?
ZIP Codes not Available on Zoho Analytics
Hi, I'm currently trying to create a Chart Map in Zoho Analytics, but I'm struggling to get all my data points displayed because not all ZIP codes from my database are available in Zoho, even though they are valid sequences. I can't provide a specific
Get email from multiple users under my super admin account.
I have a domain setup with 2 other users setup. All of the accounts are mine and I would like to see the emails from all of them in my super admin account. Any way to do this? Basically it is similar to having multiple gmail accounts but want to see them
Editing a document after one or more signers have signed
I sent a document to six people, after several have signed I found out that one of the recipients email addresses had an error. If I use edit to correct the email address and save will it resend the email to that recipient? will all recipeints have to
Application of zoho.adminuserid parameter in deluge
I want to use the sendmail function in Deluge, but when I call zoho.adminuserid as the sender, I found that the email address is actually my account’s address. I’m supposed to be just a regular user account, and after checking the Company settings, I
Can I trigger an action in an extension using automation in Zoho Desk?
I have integrated Zoho Survey in Zoho Desk. I'm wondering if I can create an automation that would send a survey based on the classification/category of a ticket when it is closed. Is this possible?
Improved User Identification and Ticket Association in Guided Conversation Flow (Chatbot)
We’d love to see some enhancements in Zoho Desk’s “GC Flow” to streamline ticket management and improve user support experiences. Here’s the idea: Currently, when users enter information like name, email, or company during a chatbot session, this data
Regarding data loss after server maintenance
Hello team, After these recent server maintenance, most of my Zoho notes are permanently gone, not visible in notebook desktop app, notebook web app and even not in the trash folder. I am pretty sure I haven't deleted them permanently. Most of the notecards
Formato imagen Webp
Buenos días, tengo entendido quer el formato de imagen. Webp es recomendable para mejorar el timpo de respuesta ded las páginas web, obserbvo que zoho commerce si lo acepta pero yo hago las fotos con el movil en zoho inventory y el problema es que no
Trabajar Dominio con Google Work Space y Zoho Mail al mismo tiempo.
Que pasa si tengo mi dominio enrutado a los servicios de correos de google pagos (Google Workspace) puedo trabajar1 cuenta de correo con el servicio de Google Workspace y otras con zohomail? He tratado de todas las maneras que esto funcione pero no ha
Escalation Notifications via Slack Integration
Hi, Per my understanding of the settings in the Slack Integration, I am able to set it up to notify when an escalation trigger has been started, is that correct? I have done some testing and I can only seem to get it to send the escalation notification
Set specific date on recurring tasks
Hi, I'd just like to know if it is possible to set specific date for recurring tasks ona premium account. Your prompt response on this would be highly appreciated. Thanks!
Upgrading X to premium
I upgrade X to Premium. What do I need to do for Social to recognize the new character limit?
553 Relaying disallowed
I have added all the records but my email does not work. Domain ownership is verified but no email. What did i do wrong? Your domain's MX Records are pointed to Zoho
I can't use mail
Hello! Yesterday I bought a subscription from you in order to create a new mail. Without a subscription, I could only use one email. After subscribing, I was able to create a new email hello@essencetics.com But it doesn't work, I can't use it. Please
TIPS AND TRICKS #10 - Displaying timesheet details on invoices
Businesses that log time for projects, and invoice customers for the logged hours will need to display Timesheet Notes and Timesheet Start & End Time on invoices. By following this tip, you will be able to display the timesheet notes and timesheet history
Archive?
Hi there, I don't seem to see this being a current functionality. I'd love the ability for folders (and files within those folders) to be archived, maybe even setting some rules so this happens automatically..One could also look at rules to auto-delete
Power of Automation: Streamline auto status update for Tasks from Zoho Projects to Zoho Desk.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Zoho Vault 'Save' Pop-Up Stuck
Getting quite frustrated by the amount of times the 'Save to Zoho Vault?' pop-up appears, I select Never Save and then absolutely nothing happens. I can't X out of the box, and Never Save shows 'Domain Exists' as an error every time. Refreshing the page
Bug report: host not correctly copied from Gcal
Hi, I've encountered a bug with the google calendar / zoho calendar sycn. It looks like the host of the event in the google calendar is not always correctly imported to Zoho. Situation: External user (microsoft teams) invites internal user (google calendar)
Forecast type for service type businesses / many stages past winning the sale before closing
Hello, I'm working on building out our Analytics and have encountered a few challenges. We are a service / contracting type business. Our stages are shown below: From a sales side, anything starting at 04 is technically a "Closed Won" sale. We've sent
Zoho Creator | Panel not saving after editing keeps on loading.
The getURL function is returning error "response content length cant be greater than 5 MB"
Hello I am working on code to download a file from a URL using the getURL function running through Zoho Flow, but I am getting the error that the response content length cannot be greater than 5 MB. However, according to the API doc for the API task,
In/Out Board based on Checkin/Check-out
Is there anyway to create an In/Out status page based on Check-in/Check-out? This would be a simple, visual display that listed employees and the "In" or "Out" status based on their current Check-in status. It would be good to allow filtering by "In" or "Out" status and sorting by name or a quick search by name. Please let me know if anything exist or if this could be an option added to Zoho People. Our employees work different schedules and we need a way to determine quickly if the are "IN" the
Link between a customer making the order and a third party getting invoiced and paying
Hi, We use Zoho CRM and Zoho books. As a part of the development of our activities and services we are getting some cases where 1/ we discuss, negotiate with an Entity A, deal that we follow via Zoho CRM 2/ we get an order from Entity A (can be goods
Working with Merged Fields (Sorting and Adding Fields not present)
Hello, I'm working on a couple of issues. Firstly, I created a table that uses a group merge field and merge fields. This works with the exception that the tasks are not in order according to their actual order :) I've provided a snippet of how it's ordered
Function #47: Automatically fetch custom field values from Zoho Expense to Zoho Books
Zoho Expense is an expense management application that allows you to record and report all your business expenses. When integrated with Zoho Books, you can easily sync all the expenses you have reported and approved in Zoho Expense to Zoho Books. If you
Export Custom module and get Subform id
How to get Subform ID when exporting Custom Module records?
Different OneDrive accounts for forms
Hello, We have specified in the settings for a form that the form attachments should be saved on OneDrive. Now we would like to use a different OneDrive account for another form. Unfortunately, we cannot find an option to change the account for this.
Need to know profit margin at each invoice level
How to know profit margin at each invoice level.
How to use different print templates for the same report.
I have two record templates that I have set up to be used for printing a PDF, but it seems only one of these can be associated with a report's detail view "Print" and "PDF" buttons. Is there any way to access the second template from detail view, or do
How to embed public report in html snippet
Hello, I want embed public report in html snippet. If i add iframe, the report button-urls are not working(navigating). How can i acheive this. <div elName='zc-component' viewLinkName='<string>' params='zc_Header=true'>Loading View...</div> if i use above
searchRecords API method does not work properly.
Hello. I have encountered a problem while integrating Zoho CRM. Please find the details below. After inserting a new record into my custom module it cannot be found via searchRecords API method. The structure of the request URL is the following: https://crm.zoho.com/crm/private/xml/CustomModule3/searchRecords?authtoken=MY_TOKEN&scope=crmapi&criteria=(Email:emailtest@mail.com)
Token Expire
Hi Zoho Support Team, We use CloudTalk for our call services, and recently we encountered an issue where data from CloudTalk is not transferring to Zoho CRM. After investigating, CloudTalk informed us that the problem occurred due to an expired token
Attach email to another contact
We have received an email that is from a sender that is not in our CRM. The email relates to a contact that is in our CRM. How can we attach the email to the contact that is in CRM even if it has come from another email address? Mail/CRM only seem to
Help with submitting a Support Ticket for Zoho Mail
Hi, I am a paying customer of Zoho Mail. I have a problem and need someone to help me. So I want to submit a Ticket to Support. However, when I click on Help, I arrive at Help Center and the closest option to submitting a ticket is "Customer Self-Service Portal. Okay. I click and arrive at "Welcome to Zoho Customer Support". This looks promising. But that is the only time the word Support comes up. But all I can do is "Submit a Request". I don't have a request, I need HELP as in "Support!!!!".
Participez à notre prochain Meetup Community en novembre
Chers utilisateurs, Comme annoncé sur nos réseaux : les meetups font leur retour à ces deux endroits 🗣️ 📍 Lyon : le 19 novembre (🎯 Il ne reste que quelques places !) 📍 Paris : le 21 novembre (Déjà complet !) Au cours de ce Meetup, vous découvrirez
list.contains(object) returns null instead of false when list is assigned to null
Consider the following code: list1 = list(); list1 = null; info list1.contains(1); Info returns: null (see attached screenshot) According to the documentation of List.contains(), the only possible return values of List.contains() are true and false. But
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