Need to email multiple contacts associated with a deal
We sell to schools, so the main buyer will be the contact associated with the deal, but all the teachers are the end users who I have listed as contact roles on each deal. We cannot figure out how to email all the end users for a deal. They need to know
Send mails to every email address in a subform
Using zoho crm I have created a custom module that has a subform to look up and select various contacts in a group. I need a solution that would help to send separate email notifications to the different members in the sub form. The issue: - The basic
Users module revamp - Zoho Projects Android app update
Hello everyone! We are excited to announce the revamp of the Users module on the Zoho Project Android app. Here are some of the new features and updates: 1. Sheet view on the Users module You can now access the essential user information at a glance,
create contact from deal - and when its updated , not to creat a new one
when i make a new deal . the aoutomation makes a new contact i want to update the deal and the contact , without makeing a new one ...
Solution of the Week - Multiple Organization Setup with Same Base Currency
You can use the Zoho Analytics integration with Zoho Finance to create financial statements like balance sheet or profit and loss statement easily. The integration setup can be done in two ways: Single Organization Setup Multiple Organizations Setup If
Email Trigger (Parse) - Email Retention?
I am unable to find any information if the email trigger inbox retains emails sent it to? If emails are sent to an email trigger (I.e. xxx @ trigger.zoho.com.au), are these emails purged once the flow is completed or are they retained in the inbox?
Wordpress Flows Not Detected
Good day, we are running flows from wordpress to ZCRM, and now the wordpress flows are not even coming in anymore, when we run a flow that worked yesterday it gives the following error: "Mandatory param not found"
Search API not working - returns 204 for existing lead
Hi, I'm trying to run query https://www.zohoapis.com/crm/v2/Leads/search?criteria=((Linkedin_URL:starts_with:/dmitry-dubovets-1a70ba51)) But always getting 204 status code. This lead definitely exists https://crm.zoho.com/crm/org735550303/tab/Leads/
Projects API GET associated tasks
I have trouble with the request to the following endpoint: https://www.zoho.com/projects/help/rest-api/bugs-api.html#alink9 For a correct portalID, projectID and bugID (id_string) I get the following response from the server: This looks nothing like the
Subform is possible for OCR ?
Hi Folks, I am wanted to track invoice details using OCR AI Field. but i am faced challenges for track details on subform, because my invoice have one more Quantity, rate... How Subform using in OCR AI Field. image attached for reference. Thank you for
Blueprint transitions are compatible with IM tickets
Hi everyone, We are excited to announce that Blueprint transitions are supported for instant messaging (IM-related tickets in Zoho Desk. This is designed to streamline the process for agents managing IM tickets, making it easier to engage with customers
DRE Connectors
When I go to Filters in Zoho mail to create a custom function, I have to create a DRE connection to zoho mail itself. But when I go this tab I get an error message saying "User is not associated to the Org" I have tried setting up a Connector through
INVALID_MODULE for Custom Function
Hello, I am trying to run a simple custom function in the Projects module. I would like to update the name of a project based on some settings on the record. However, when I try to use zoho.crm.updateRecord("Projects",Id,updateMap); I get this error.
Zoho Projects API Milestones "My Milestones" JSON Array?
Hi When getting "My Milestones", the request parameters for project_ids and status need to be a "JSON Array". What is the correct format for this parameter? Could you please provide working examples? All I get is "Invalid JSON syntax" or no response every
How to pull lookup field from one module to another
Hi there, I want to be able to pull the deals field which is a lookup field from one module to another, which in this case i want to pull from the module purchase orders to Sample/product. either through workflow or client script, whichever is easier
Zoho Books and Zoho Desk Billing Time
Is there a way to integrate Zoho Books and Zoho Desk so when an agent logs time on a ticket, a client can be billed for the time. worked. Thanks, Cameron
Zoho license.
I have an issue with my Zoho license. I have the Standard plan, which states I can create up to 10 departments, but I'm only able to create one; it doesn’t allow me to create more. What can I do to resolve this?
What is the syntax to access sub fields?
Hello community. I need to use the field [salesorders.salesorder_id] returned when I Fetch Purchase Orders (from inventory). As an example, I can see that this value is returned salesorders : [
{
date : "2024-10-22",
salesorder_order_status
Creator Page Transparent Background
Is there any way to make a Creator page have a transparent background? I only see that I can change the color.
Cross-modular views that are "actionable"
Here's my dilemma; I have companies classified by business sectors in their module. Then I have contacts grouped by function and decision-making level. Let's say I want to email-merge a template to all primary decision makers in companies that operate
Translate my site
hello , How can I translate my site in french
How to generate AWS Signature through Deluge task
Hello Everyone, How to generate AWS Signature key through Zoho Deluge Task. Is there possible in Zoho? Else please do it... Thank You !!! Regards, Subash S | CubeYogi
Custom fields for Expenses/Bills in ZohoBooks ?
Hi there, I wonder if there is a possibility to include custom fields when recording expenses/Bills in Zoho Books?. In particular it is needed to include Vendor's Fiscal Identification Number, so that when we report expenses and Bills to our tax authority we can keep track of this critical ID number. Anyone has a workaround for this? Thank you all in advance
Important update! Re-authentication mandated for sensitive admin operations in Admin Console.
Dear Zoho Mail Community, Hope you're all doing good and staying safe! As we strive to provide you with better security for your business email needs, an additional measure has been taken to ensure more security to the sensitive Admin Operations performed
CASE function in SQL Query Table
I have 2 Data Tables coming from different sources syncing into the same workspace. I have several columns (Columns A – G) from Data Table 1 and 1 Column from Data Table 2 (Column B) that I want to show up in a Query table. DT 1 and DT 2 are joined by
Custom functions for buttons
Hi. How can I use the fields of a custom module in a custom button within Zoho Expense? Thanks in advance.
Any ways we can obtain PageSense Funnel / Goals data - Identity-wise or Visitor-wise
So, we have embedded our custom Identity (by pushing it from the Website) and its being tracked in Session Recordings in Pagesense (Identity-wise). But we can't have that in Goals or Funnels - its just generic data without either being pushed to CRM or
Automatically assign bank deposit to a customer payment
Is there is a way to automatically assign a bank deposit to a customer payment? I have setup bank feeds and rules to identify deposits from my frequent depositors. That helps speed the matching process in the BANKING tab. However, this does not match
scheduled email
I often do quotes and invoices out of office hours but want to schedule them within office hours. I cannot find this feature? Any help please
Page Refresh After Report Popup Closure
Dear Zoho Support Team, We would like to inquire if it is possible to configure a page to refresh upon closing a report that opens in a popup window. Currently, we have added a button to our page, and when clicked, it opens a report as a popup. Our requirement
Chat with Expert Button
Your chat with expert button is not working!!! Due to the limitations in your system, I am unable to make the necessary adjustments for the accounts.
Add attachment to invoice
Hi, I am currently trying to add attachment to invoce and no luck using java POST query https://books.zoho.com/api/v3/invoices/attachment as an address and post parameters authtoken=zzz&invoice_id=xxx&can_send_in_mail=false&attachment=yyy where xxx - an invoice id yyy - file content zzz - authtoken Result java.io.FileNotFoundException: https://books.zoho.com/api/v3/invoices/attachment I assume the file should be loaded to some server first, if so then what API should be used to upload file? Could
Dynamiser le marketing via l'intégration Zoho CRM
Que vous passiez de Zoho CRM à une automatisation de votre marketing ou que vous utilisiez Zoho marketing Automation (MA) en cherchant à renvoyer vos données vers le CRM, cette intégration propose une solution complète pour vos besoins de ventes et de
How to Deal with Double-Fired Webhooks
I have a Flow that is triggered by a webhook. Occasionally, the source of the webhook will "double fire", i.e., it will send out two webhooks with the same information within a second of one another. This causes two iterations of the Flow to happen, and
Workflow Logs for custom functions no longer showing info statements
A few days ago I noticed that the Workflow Logs in Zoho Books for custom functions are no longer displaying any of the info statements from the function. This has made debugging rather difficult when a function fails or is behaving unexpectedly. The only
Agriculture/Agritourism Industry
Hey everyone! 🌾🌻 I’m excited to start a conversation around Agriculture and Agritourism, two growing industries that often get overlooked in business tools. With the increasing trend towards sustainable farming, homesteading, and farm-based tourism,
Tasks and Tickets - Unified View
Is there any way I can combine the lists of Desk Tickets and CRM Tasks into one place where I can view everything assigned to me in a consolidated manner? I'd even be fine with the two lists still being separate, but on one single screen.
Auto number Field Behavior
Hi, I've been using auto number fields in some modules and always struggle with some limitation, so I would like to check if someone can confirm this. Imagine I have an auto number setup with a prefix containing the year in double digits {YY} and the
Date not updating automatically
Im not able to call use the code below to update the field as shown in the picture, im not sure whether i did something wrong but the outcome i want is the date to show up for example as: Oct 24 2024 var date = new Date(); var formattedDate = date.toLocaleString('en-US',
Mobile app does not have Invoice and Campaigns
Hi All the features that are part of the Professional edition are not on the mobile app for android. When will Invoice, Campaigns and Reports be included in the mobile app? Thanks Arvind
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