How to assign invalid user to a record
I have set an workflow , which will take owner from other module and assign it to a new record. However, if user has been deactivated, deluge can get user info as normal , while It will pop up error when it is assigned to the new record's field.which
Percentage Field
How do I input a percentage into a form field? I can see a decimal field but not a way to display this as a percentage. I want to input 50% (not 0.5)
How to Make a single invoice for multiple branches of a client?
I have a client whose business branches are spread over a country and we are asked to generate a single invoice for the headoffice, detailing the specific branches where we rendered our services and goods as well. Moreover, some of branches are situated
I HATE HATE HATE THE NEW LOOK AND FEEL
TOO MUCH INFO TOO BUSY NOT PLEASING TO THE EYE DO NOT FORCE ME TO CHANGE OR YOU MAY BE FORCING ME TO LEAVE!
Zoho PDFs have MALWARE
Hello, I've been using Zoho inventory for a while now, but since I've updated my antivirus etc. everytime I try and download an invoice from Zoho, the PDF gets quarantined because it contains phising malware. Is this deliberate from ZOHO?
Shipping with UPS & Shipment Export Data
So for a few years now we have tried to get UPS to work for us, we managed to get a few test labels printed but modifying the address was very tricky as you have to use the UPS state, province, country codes and changing our customer database to this
Create a convert button in a custom module
Hi, I created a custom module associated with a sign up webform to collect data of pre-qualified customers. (I want to separate this group/segment from the potential module) I want to create a convert to potential button in this custom module so I can convert it to potential. Could anyone share how I could accomplish that? Thank you. Mei-Yin
Sold Out: Wait List
Is it possible to create a wait list for people to sign up once the set number of tickets have been sold? This would also be good to measure demand. Dave Brown
Formula Field using another Formula Field
Dear Support, I'd like to create a custom formula field that use another formula field. Is there some workaround for this? Thanks. Paulo Miguel.
Automate Birthday and Anniversary wishes for your customers
Want to automate the process of sending birthday or anniversary wishes to your leads or contacts? You can do this in a jiffy using Date-based Workflow Rules. Workflow rules can be triggered based on: Record Action - Create, Edit, Create or Edit, Delete, and Field Update Date - Date, DateTime occurenceTo automate this use case, you can create a Workflow Rule and trigger it based on a Date field, in this case, the Birthday/Anniversary field. Here is a GIF image to take you through the steps to send
When migrating/importing leads from SalesForce, the Lead Owner gets automatically changed to the user who imported them
Hello, I am in the process of testing Zoho to see if it is a good fit for our needs. I have tried migrating data from SalesForce as well as the 'Import Leads' option. In both instances, the Lead Owner gets changed to my name. Is there anyway prevent this
Create different langugage files from one record
Hello all, Lets say that I have one record in the CRM - Purchase Order. We use MailMerge to create our POs and send them out. So the question is the following - sometimes we need to send the PO in English - sometimes we need to send the PO in local language
Check and update the code in line 16 as there is a Exception : Argument type mismatch - Found 'COLLECTION' but Expected '[MAP]' for the zoho.crm.updateRecord.
I am trying to update a contact record in Zoho CRM from Zoho books with the below script but it gives the above error: //This is a sample function. Uncomment to execute or make changes to this function. invoiceID = invoice.get("invoice_id"); invoicedate
Availability suddenly greyed out
A client just pointed out future bookings were greyed out. I have not touched any settings.
New Feature: In-person Locations
Hello all, Greetings from Zoho Bookings team! We're glad to introduce a valuable addition to Bookings, the In-person Locations feature. With this feature, you can add physical locations to your services and efficiently manage multiple services occurring
i am facing Problem to authenticate myself for running any of the CRM Api
i have generated a server based Client and get code from the zoho further i am trying to run get token api but getting invalid Client, Please help me to resolve my issue.
Enable current date
Hi, How to enable current date on zoho booking page?
Possible to pass in the email / name / phone number as URL parameters?
As we're integrating with Zoho Creator, where the customer have already input those information
カラムの列数を増やす方法
画像やテキストを入れるためのカラムはデフォルトが3列になっていて、カラム追加後の変更は可能ですが、3列か2列しか選べません。 3列に1列追加して4列にしたいのですが、どのようにすればできますでしょうか？
zoho.crm.searchRecords from Salesorders by id
Hi, I'm trying to obtain salesorders data using searchRecords id but I don't know what is the id field name. I have tested with salesorderid, salesordersid, id, ... and a lot of names for the id field but always I get the error {"4832":"Invalid parameter value"}. I only want to know what is the id field name to get the salesorder data. I am using this code: sCriterioBusqueda = "(salesorderid|=|" + input.OrdenDeVenta_ID + ")"; crmResp = zoho.crm.searchRecords("SalesOrders", sCriterioBusqueda); alert
How is the due date calculated on a recurring invoice?
Hi I may have misunderstood how this is set up but can't seem to find answer on help. I have a monthly invoice I need to send out and the due date is say 5th of every month. So now I want to make this a recurring invoice sent 2 weeks before the 5th of every month. How can I set this up? Do I choose "Net Terms 14" say and that will automatically adjust the due date + 14 days the start date of the invoice? Which doesn't make sense as it won't always land you on the 5th of the month. Thanks Gene
What's new in Instant Messaging? | Zoho Desk | Feature Releases | Sept'2024
Improve your business communications with these new and enhanced features in Instant Messaging! Excellent communication is at the heart of every strong work relationship. These new features and enhancements for professionals will help you build better
Creating a Button to Open a Report based on a criterion
I have a report called All_Jobs_Report with fields like Job_Number, Client, etc..... I have another report called Item_List where Items are added with a look-up field which gets the info from Job_Number field from All_Jobs_Report. Now, in the All_Jobs_Report,
[Webinar] Learn how to simplify marketing operations with Zoho Writer
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for September 2024: Streamlining marketing operations with Zoho Writer. This webinar will focus on how Zoho Writer can help you design flyers, brochures, and collaboratively create
In the CRM how can I create Campaign reports?
Hi, I have created a campaign and added everyone with different member statuses to the campaign. I want to be able to track the follow-up and be able to identify contacts that haven't been sent any emails or reached out by the sales team. Is there a way
Brand add-on in Zoho CRM
We have a Professional level Zoho CRM account and we are just getting started with our set-up. The company has two divisions, one that uses the primary company brand and one that uses a modified logo. We would like to be able to build templates of documents
Modules Grayed Out
Hello! I was interested in trying the Reports and Analytics modules, but they are grayed out and I can't figure out how to activate them. The module permission for them is set to allow anyone to use them, so I know it's not that. However the only options
Boomerang type add on for Zoho Mail
Gmail has many add ons that do things like send an email at a designated time, return an unanswered email to the inbox at a designated time, etc. Do you know of anything like this that works with Zoho Email? Would be very helpful, especially since Google Apps is now charging for their service and I am thus sticking with my own email server. Thanks
The Zoho Finance Workshop 2024 is here!
Hello users! The much-awaited event of the year is back. The Zoho Finance Workshop is an annual event curated by our team where you can learn all about Zoho's finance applications. It's a chance to discover new, more effective ways to use our apps to
Zoho Analytics - Pivot: Lookup Column is showing IDs instead of their actual names
Hi, I'm new to Zoho and have no prior experience with the platform. Has anyone encountered a similar issue in a pivot table, where the values in the columns are showing as IDs instead of the actual names? See image: I am pulling these fields from a module
Im having a code 15 error
It says that I have to ensure that my JSONString has less than 100 characters. What to do?. Please help
Custom Function pulling Incorrect Information
Good afternoon, I have a custom function (created with the help of Zoho support) which takes information from the contact record in order to create a deal. When we select a blueprint button in the contact record, to send out an application form, it pops
取引先、連絡先、案件の項目をリード一覧で紐づけて確認する方法
マーケ経由のリードが最終的にアポになったのか、受注にいたったのかという分析をしたいと思っております。 現状、リードタブのほうには商談後のフェーズを記載する項目がないようですが、 案件タブにはステージという商談後のフェーズを記載する項目がありました。 つきましては、リードと案件の項目「ステージ」を紐づけて一覧で見る方法は何かございますでしょうか？Sales forceだとレポートという機能でできたかと思いますが、ZohoCRMではどうなのでしょうか。
Custom function mapping incorrect date
Hello, I'm trying to debug a custom function that seems to map an input date incorrectly to another field when executed through our ticket blueprint. Here is the test code I'm using: data = Map(); data.put("cf",{"cf_test_date":activationDate}); info zoho.desk.update(<orgID.>,"tickets",ticketID,data);
Related ticket creation on a different department when using blueprints
This idea is a little bit mixed with other ideas. In essential we want to be able to create a ticket on another department by NOT replying to tickets or forwarding them. We do utilize the blueprint feature and every department on our account has a blueprint.
Signature missing from signed document
When I download a document which I have asked two people to sign one of the signatures is not appearing and both parties have already signed. How can I resolve the missing signature?
How to remove desk-mailer.zohodesk.eu from New Ticket email from address
Hi Can someone advise how to remove the desk-mailer.zohodesk.eu From the auto email. Both the Agent and Customer email as this email address in the from and it looks very ugly and unprofessional. I have setup the additional email accounts and custom SMTP
Changing department name
Hi, I want to change the department name from customer success to customer support. Will this change have any consequences to the department id (which we use in Zoho Analytics) or email address etc?
Suggestions for Enhancing the "Layouts and Fields" Functionality
1. In the "Layouts and Fields" section, there is definitely a need for more options for the "Boolean Field (checkbox)" type. It seems that the limit of 20 values is too low. This value should be increased to 40. 2. There is also a "Multiple Choice" field.
No Close Button or X on Chat Window
We just started using SalesIQ Chat. In the Settings >Brands>Personalization>Chat window we see the preview below, with the X below the window. However, in all our browsers we don't see the X. We've had customers frustrated because they can't close it.
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