Dashboard on Zoho Books: rearrange widgets/boxes
It would be great if we could move around the widget boxes on the Dashboard of Zoho Books. Thanks!
Terrible Customer Support experiences with Zoho the norm
I've been using Zoho for several years and my experiences has been: Even when we describe the issue clearly, Zoho Support's first response will ALWAYS be to provide far more detailed information, or to create a video recording of us reproducing the error,
Lookup used in an OpenUrl script do not transfer ID ?
Bonjour, Is it possible that a lookup field I use basicaly to open another form and transfer a customer name, with the openurl, do not transfer the ID of the original form ? In a third form linked with lookups, I was not able to retreive the first form
Redirection from old ZOHO to Commerce Zoho
Old site is at sites.zoho.com new site is at commerce.zoho.com and is published. There are product pages that I want to redirect from sites.zoho.com new site is at commerce.zoho.com . Can anybody help me ad let me know how it can be done. For example
How can I make a Math equation from user input using Zoho creator?
I try to create an app like a calculator in Zoho creator to enable users write an equation with any number of fields and operations how can the user input N of numbers and N of operations to calculate the equation?
How to create a workflow that automatically split as new ticket in Zoho Desk
How to split a ticket using custom function in workflow where all new email or reply with same customer will be split as new ticket to avoid merging of ticket number
Building Extensions #4: Uploading new extensions and updating existing extensions in Sigma
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. Welcome back, Developers! Following up on our previous post on building and testing new extensions for Zoho Desk,
Track sales to a specific project
How do I track sales of my product to a specific project? When I sell my widget at a farmer's market, how do I associate each sale with a project? And reporting tags don't work unless I can create a line item report in Analytics for each project, which
Zoho Campaigns' signup form not working:
Hi, community! I have an issue regarding a signup form made from Zoho Campaigns. After submitting I am redirected to a page with the text "Problem in optin - An unknown error occurred. Please try after some time." Could you please help me? This is the signup form URL: http://zc.vg/RGg9V Thanks in advance and best! PS. Issue occurs both with signup form URL and with the form embed into my website.
Zoho integration with Azure DevOps
Hi, How do we integrate Zoho with Azure DevOps? I want to be able to trigger off creating a workitem in DevOps when a ticket is created in Zoho. When the development team makes any status updates to the ticket in DevOps, we want Zoho to be synced up with
We are making preparatory changes to the Ticket ID field type!
Ticket ID field in Zoho Desk serves as one of the key elements of the system. Our current implementation only supports numerical values for Ticket ID. This certainly limits our customers from customizing the Ticket ID. With the above challenge in mind,
Views on KB Articles
In the insights section of an article there is a view count. This number is also available in the list of kb articles. How can I get a list of all kb articles with views? It;s not in the exported data nor is in the advanced analytics area. Would
PMT Calculation
Anyone know how to calculate a payment on a loan. I have the term in months, annual percentage rate and principal ... easy to do in Excel with the PMT function but in Creator????? I would like to just put the formula on a Form page without having to write any script ... is this possible?
Announcing Zoho Analytics 6.0 - An AI Powered Self-Service BI & Analytics Platform!
At Zoho Analytics, our mission is to democratize analytics for everyone. We recognize that team members across an organization rely on data to make both simple and complex decisions every day. These tasks shouldn’t require ongoing support from IT and
Do not Receive Notifications on top Right When Email Comes in
Hello, Some time yesterday or two days ago, I am unable to get notifications found here: I still get emails to our domain, but just do not get any notification on Zoho.
An agent not getting email notificatins.
Hello Zoho Desk Support Team I am using Zoho Desk free edition and one of our agent not getting email notifications. But all others are getting notifications without any issue. Please help on this. Thank you, Ruwan
Kaizen #156 - Enhancing Mass Communication in Zoho CRM with a Custom Button Widget
Hello code enthusiasts! Welcome to a fresh week of Kaizen! In this post, you will learn how to build a custom button widget to boost mass communication of your business using SMS notifications and pre-recorded calls within Zoho CRM. Business Scenario
Serveur Discord FR pour entraide
Bien que ce forum offre une riche source d'aide, je trouve que le chat en direct est très agréable et pratique pour échanger. C'est pourquoi j'ai créé un serveur Discord d'entraide dédié à la communauté francophone de Zoho. Si vous souhaitez le rejoindre,
When is Workdrive Team folder created for a Project?
We have Workdrive integrated with Zoho Projects and would like to know when is a Workdrive Team Folder created for a Zoho Project. Is this automatically created when a new project is created?
Zoho CRM to Projects Mapping
Hello, I tried to map my Zoho CRM fields to my Zoho Projects Project. I don't have the ability to create fields in Zoho Projects, so the Client and Account don't show up in my Zoho Project. Is there a workaround? The forums from Zoho said these should
Calendar report - Customizing the view
Hello, My main calendar view will have approximately 80 entries per days (customers will only see their on one entry though). Is it possible to limit the size of the calendar's day box ? Or simply put a number as how many entries are there ? Sylvain
Issue with Email Not Sending via Flow in Zoho CRM
Hi everyone, I’m having trouble with a flow I set up in Zoho Flow. I’ve created a custom module called “Allievi” in Zoho CRM, and I want to automate email sending whenever a new contact is added to this module. The flow triggers without any errors, but
How to add a new custom field?
Hello, I don't understand how to add a new custom field, I follow the instructions specified here: http://crmkbase.zoho.com/how-can-i-add-custom-fields there's simply no button NEW CUSTOM FIELD. Where is that option? How come such a simple option can be so hidden? Thanks
Difference between Users and employees and same in apis
Hi Zoho team, I have zoho account and i am integrating the zoho withe other applications like octa etc. I am using API - https://people.zoho.in/people/api/forms/employee/getRecords to get all users. There are 4 users and 3 employees in UI, I am able to
Get to know Zoho Marketing Automation - Webinar Alert!
Hello Marketers! We're excited to announce a Zoho Marketing Automation webinar happening on September 30, 2024! This is your chance to explore how Zoho Marketing Automation can transform your marketing strategy. We'll walk you through some of the platform's
Zoho Books API
Hey Everyone, Does anyone else feel the API documentation lacking? Things like: the required fields for adding items to an invoice are out of date. how to delete specific attachments from invoices/sales orders/ etc aren't listed. there is no information
Workerly timesheet integration with Bullhorn
We are looking to integrate Workerly timesheets with Bullhorn timesheets so that a temp worker can enter their time in Workerly and have that automatically pushed to Bullhorn once approved. Is anyone aware of a successful integration of this sort?
[Zoho Desk]フォームについて
お世話になっております。Zoho DeskのWeb formについて質問させてください。 現在別のCRM/SFAツールを利用しており、そこのフォームに近い内容のものを作成したいと考えているのですが、 ・フォーム送信後成功時のメッセージの表示時間が短いので可能でしたら変えたいのですが、可能ですか？ ・Zoho CRMのWeb formとは異なり、フォームの公開についてはHTMLのみで埋め込みや、inflameは選択不可でしょうか？ リダイレクトURLの設定がをかけるも思ったような挙動が起こせず悩んているところです。
Impact on availability of metrics in the Reports module due to Facebook's Page Insights API changes
Hi everyone, In continuation with the previous announcement regarding the deprecation of certain metrics of the Facebook's Page Insights API, Meta has removed some more metrics from the New Pages experience, reflecting from September 16, 2024. Here is
how deluge statement usage limits are count
Hi, There is a limit of 5000 statements in a script, for example when I process an on load or submit script. In an earlier forum post I found this text: But if you have a "for each" loop within your action script, the number of times the tasks are executed depends on "the number of records iterated x the number of tasks". For example, if you have 500 records to be iterated and 3 tasks, the total number of executable statements for this action is 1500. It is not the number of times they are triggered
Zoho CRM and Zoho People
Hi We are busy with new business setup were businesses (our Clients) can hire temporary staff (our employees) when and when required. Is the CRM module suited for such use? Thank you Fran.
How to send a message to my zoho cliq channel?
I have a cron job running on my remote server. It checks for a condition and if satisfied it has to send a message on my cliq channel. Now I was able to get the api endpoint url but then it requires auth token? How do I get one. I tried using developer
Lookup field populate with subform items of another loopup - Zoho CRM
Hi all, I'm facing the following situation: In our Zoho CRM, I have a custom module, lets call it "ModuleC", with a lookup field related to Sales Orders module. When the user select a Sales Order in the lookup field, I would like to "populate" another
Popup with custom content or html in ZOHO Sites
Hi, is it possible to create a popup when browser loads a specific site? For example a site from my top menue or the homepage. I want to include a advertisement for a download which only is available when a signup form is entered. Thank you! Is it possible to include a custom 3rd party html script in just one specific site? Thank you! KR Matthias
Regulating Ticketing Operations in the Help Center
Hello Everyone, This week, we explore ZylkerShop's requirements for customizing tickets in the Help Center. Frequent or accidental changes to tickets can affect the quality of support. Zoho Desk provides the following CSS codes to address these challenges.
Rename Task Module To Suit Your Project
Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelled
App lock issue
I recently moved to Zoho Vault from Bitwarden because ZV supports TOTP for free, but I'm having problems with the app, the vault still locks on its own after a few minutes even with the auto lock timeout setting set to never, it's quite annoying having
You have reached the maximum limit in your current plan.
We didn´t receive any warning about reaching the maximum limit in your current plan. How can it be possible? Just change suddenly and we can´t add client users anymore. Client users are different from portal users. How can we fix that?
Zoho Vault API - How to decrypt custom fields
Good afernoon, I have a Zoho Vault password that has several (5) custom fields. When I retrieve the secret using api, it appears that the custom fields are stored in the CUSTOMCOLUMN field of the response, but I can't figure out how to decrypt the key
Container - Zoho Analytics
Is it possible to use a container in Zoho Analytics to group reports and charts together for better visualization?
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