Dynamic Maximum Subform row entries
Hey! We need to have Subforms that have a dynamic number of maximum row entries based on a field inside the record. Is that somehow possible?
Zapier won't retrieve assignment rule
Hello there! We're trying to automate the process of sending the client info from a landing page (unbounce) to zoho crm. Everything seems to be working fine except for the assignment rule. It doesn't show up in the automation fields.
How to format API get request for Google Calendar connection?
I am brand new to API call scripts. I am a google Workspace user. I need to use the google calendar connection to get a list of calendar events with criteria (notably start or end date-times). Then I need to put them in zoho crm's Meetings module. This
How to restore accidentally deleted contact list?
Hi! I was working on an email campaign when I accidentally deleted a contact list. How do I restore it? Hoping for your assistance on this matter. Thank you!
Logo image in snippet is not being displayed
I was using a logo image in our snippets since we began to use Desk and it has disappeared about a week or about 10 days ago. I just was able to check it and found out that the snippet area is not displaying any of the pasted jpg, png or tiff images anymore.
How do I change the default close status when I hit the "Close Ticket" Button?
Hi Gang I have several closed status, however I want one as the default. At the moment it is defaulting to one that I don't desire. How can I configure it so that it defaults to my preferred close status?
Unsubscribe Page
Where in Zoho Campaigns can I go to customize the design and copy on the unsubscribe page and follow-up "thank you" page? I am not seeing it under Settings.
MFA for Websites
Does Vault support MFA and Passkeys for websites that support MFA and Passkeys? If not, is this on the roadmap? If so, is there a target of implementation? If, can you direct me to documentation or a knowledge document? Note - I am not referring to MFA
custom function update invoice oder number not woking if the invoice created from zoho books (billings)
Hi, i have workflow that will run whenever invoice created or updated which will call this custom function job = invoice.get("custom_field_hash"); jsonMap = Map(); jsonMap.put("reference_number",job.get("cf_job_id")); response = zoho.books.updateRecord("Invoices","123456789",invoice.get("invoice_id"),jsonMap,"zohobooks2");
CRM Related Lists in Desk
I set the name of the Custom modules in CRM as ShipmentItems in zoho desk. Where should I see this modules information in zoho desk?
How to associate a Contacts record with multiple Account records?
I googled to find a solution to this before posting the question here but am not sure if the information I came across is the latest one. I want to be able to associate a Contacts module record with multiple Account records. In my Accounts module, I have
Attachments on Forwarded or Replied emails
Replying to an email with previously attached files all attachments are removed. Forward cannot be used as the email is flagged as private. Is there a way to reply to include attachments to a reply as the alternative right now is download all attachments, compose the reply, re-attach all attachments which is very cumbersome to do.
Subform in a Stateless Form
First off, cheers to the creation of the subform function in Zoho Creator! However, with it, I seem to be running into an issue in trying to create a stateless form from a standard form that includes a subform. If I ask to include the subform, it won't let me create the stateless form (Variable '"SubformName"' is not declared). Is that a function that will not be available with stateless forms / subforms? My hope is to be able to create a versions of the standard form with a more limited set of
Email deliverability
Good morning, I would like to send newsletters via ZOHO and therefore want to take care about the DMARC topic, which i unfortunately have no Idea about it, can you help here? I attach the message I´ve received as well to this request. Looking forward
zoho survey doesn't support subforms does it?
Does zoho survey support subforms? i'm using zoho forms, but i want to add password protection, i was investigating surveys but i don't see subform?
Function
I have a workflow made when a quote is edited the quote number will be copied to a text field Quote_number_ref in the deal that it is associated with. This is the function, it says successful in view usage but Deal field is never populated. Any ideas?
Is there an API Java SDK for Zoho marketing hub like Zoho CRM
Hi team, Is there an API Java SDK for Zoho marketing hub like Zoho CRM. We are already using CRM api through java sdk. so is there a way something like this or what is the best way we can connect to Zoho marketinghub api Thank you
LinkedIn Sales Navigator extension not showing info in CRM (Lead/ contact file)
Hi all, I got the LinkedIn Sales Navigator extension installed and activated in CRM (still version 1) and my sales reps who hold an Advanced Sales nav license can't see anything in the lead file section. Apparently we have to update a "app package", but
Zoho Developer Hangout (ZDH) - Episode 15 | Architecting & Developing Solutions for Business Impact
Hello everyone, Are you tired of building software in a vacuum? Do you ever wonder how your code fits into the bigger picture of a company's success? This session is your route to becoming a developer who develops software that strategically fuels business
Marketing Automation 2.0 Doesn't Allow to Sync Contact Owner with Zoho CRM
Hello, I'm trying to sync the Zoho CRM contacts module with Marketing Automation. When I try to choose "Contact Owner" as a field to map between the CRM and Automation, I get the following message: "This field cannot store this data type." Is there a
Explore the legality of electronic signatures worldwide with Zoho Sign
Hello, everyone! We are pleased to announce our new initiative exploring the legality of electronic signatures around the globe in detail. As more businesses go digital, understanding the legal requirements for e-signatures across different jurisdictions
Custom Reports/Analytics in Zoho TeamInbox
Can you create custom reports/analytics in TeamInbox. For example I would like to see how many requests came in based on certain tags or topics.
Show response from previous question
I am making a form for employee clock in clock out. The form has only two questions - pick your name, and clock-in or clock-out. Once you pick your name in the first question, I want to be able to show that name when you answer whether you are clocking
Yearly payment
Dear sir, Please yearly update. Payment option. My user: yousefaalsawaji@gmail.com User ID : 777567867
Thanks
Inventory adjustment for prior years
Hi Zoho team, Please could you let me know if I can adjust the inventory qty based on stock taking of 2022 and 2023 when there are already transactions (i.e Bills from supplier)? How will this impact the Inventory balance in Balance Sheet? Thank you.
Integrating POS with Zoho Books / CRM in the UAE - Best Practices?
Hi, We are exploring options for integrating a Point of Sale (POS) system with Zoho CRM for our business operations in the UAE. Can anyone recommend POS systems that work seamlessly with Zoho Books / CRM, particularly in the Middle East market? We are
Inquiry on Vendor Payment Visibility in Zoho Books
I hope this message finds you well. I am currently utilizing Zoho Books for managing vendor payments and have encountered an issue that I would like to address. As it stands, there is no functionality for administrators to approve or reject payments made
Account Transactions
The default heading for account transactions is as follows: Date Account Transaction Details Transaction Type Transaction Reference Number Debit Credit Amount The "Amount" column is redundant and repetitive. All you are doing is repeating the information
Bulk Updates and Untouched Records
We have a field for the industry that the customer is in. Our initial upload of our database was done very poorly, and as a result we are forced to fix all kinds of things in the customer records. Right now, I need to add industries to a slew of companies.
Invoice Deductions
Hi I am having difficulty trying to enter invoice deduction details into Books. If Books allowed deductions to be allocated to Current Asset and Current Liability accounts I would know what to do,but it doesn't. So here is my scenario: --- Invoice Example: invoice Amount for Rs.1000000 ( accounted in income) deductions as follows : TDS 1% - Rs.10000 ( accounted in withhold tax amount as TDS ) Retention Amount 5% - Rs. 50000 ( hold amount which will be released later once the contract period is
Contra Entires (AR & AP)
Hi Team Zoho, i hope you are doing well. I have a question here, as there are no SUB ACCOUNTs yet in ZOHO Books, how can i adjust the Bills or Invoices if I am dealing with a contact as both i.e Vendor and Customer. Zoho Books is a good Software for Basic Business needs and i understanding your team is constantly working on it to make it a better software for all sort of uses in Business. But i am very disappointed to that progress is very slow. despite of being asked couple of times for the SUB
How to Create a Report or List across Two Modules that allows for Mass Updating?
I'm trying to pull a list or report of all Contacts who meet a specific criteria from the Accounts module. I then want to mass update a Contact field for those Contacts in bulk. Basically, I want to find all Contacts who meet Contact Criteria 1 whose
Unable to Enable "Restrict Out of Stock" Option Due to Incorrect Negative Stock Values
Dear Zoho Support Team, I am encountering an issue with enabling the "Restrict Out of Stock" option in Zoho Books. The system prevents me from enabling this option, citing that there are items with negative stock values. However, I have thoroughly checked
Using Client Script to change Canvas ID
In my deals module, I have created two difference canvas. One for personal insurance and one for Commercial insurance. I have a field in Deals called "Customer Type" that is a drop down with two choices, "Commercial" and "Personal". I am trying to set
Time TRacking in Zoho Sprints
Hi, in Desk, there is a stopp watch to track the time, an agent required in a ticket at any time. I am looking for a similar function in Sprints How would I automatically track the time an user requires for a certain task? I could also be an API call
selectionner les comptes contenant des remarques
Bonjour. Je souhaite sélectionner mes comptes contenant des "remarques". Comment faire
How do I set up Glance on my Android Lock Screen?
Having trouble setting up Glance on my Android Lock Screen. Need help Any tips or step-by-step guides?
Optimize Applicant Conversion with Pixel Tracking
Are you looking to improve your recruitment campaigns by understanding how many visitors convert into applicants? With Applicant Conversion Tracking Pixels in Zoho Recruit, you can gain deeper insights into candidate behavior and make data-driven decisions
Remove Zoho tracking wrapper from CRM template emails
Hi All, We have URL redirect rules so that when certain links unique to a user/account are sent via Zoho templates, they should redirect to open the mobile app rather than web (mobile web is not supported). Because of the Zoho tracking wrapper that gets
Important Update on Sendmail Statements in Custom Functions
Hello everyone, We have an update regarding the use of the sendmail statement in custom functions. We plan to allow only verified email addresses as 'From' addresses for emails configured in sendmail statements starting December 1, 2024. This change aims
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