Create a report that would reflect linked JIRA ticket on a Zoho ticket
Hi Support team, Would just like to ask if there is a way to create a report in Zoho Desk where it would show list of zoho desk ticket details (Ticket ID, contact name, subject, etc) and it would also show the JIRA issue it is connected to?
Q4 United Kingdom In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone
Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in United Kingdom! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and
Zoho - Temporarily Unavailable
Good morning, Saw this message when I tried to open Zoho CRM We'll be right back! Our service is temporarily unavailable. We are currently working to restore it. Please try again later.. Can you please advise?
Summary Table Export Issue - CSV only shows header row & no data
Hi there, I'm having an issue where my new Summary Report does not export correctly, if I export to CSV, the resulting file only contains the header row & no data. Any ideas what could be the issue here? Thanks, A
The Support Plan module doesn't calculate the correct credits for a multi-year contract
When we create a contract that spans more than a year, the remaining credits for the support plan are not correctly calculated.
Cannot link my Whatsapp business account
I can't link my WhatsApp Business account, I get an error that says "portal already taken." I've already contacted support, but it hasn't been resolved. Does anyone know how I can fix it?
How Can I Read Actual Email Sent To Contacts?
I'm using workflow automation to send emails to contacts in a list. I want to see the actual email that was sent, I can't find where the communication activity / thread is for a contact in Campaigns or CRM. It just says they they were sent an email. But
Adding a task in Connect using custom app
Hello, I am creating a custom app which, upon form submission, posts a message in a channel (working) and creates a task in a board (not working yet). I have created the following custom function to be run upon successful form submission: headerMap =
Option for Null Response as Error
Null responses from applications are not treated as errors in Flow by default, and I understand the reasoning for that. There are many cases where a null response is perfectly acceptable and not indicative of an error. However, there are many instances
Integration of AWS RDS and Zoho Flow
Hello! I am not good at English so sorry if it is hard to read. I saw the following article and wondered if it is possible to use Zoho Flow to add new records to the AWS RDS that I use as a database for my web application when certain actions are detected
Boas Práticas na Comunidade Zoho Brasil
Participar da Comunidade Zoho Brasil pode ser uma experiência enriquecedora e colaborativa, mas para que isso aconteça, devemos sempre contribuir para um ambiente positivo e construtivo. Aqui estão algumas dicas de boas práticas para garantir que todos
Documentation
Does anyone use the built-in Zoho Knowledge Base for technical writing/documentation? If so, what is your workflow? Do you use Zoho Writer or some external tool for authoring?
I cannot connect to whatsapp business gives me Portal name already taken
I can't link my WhatsApp Business account, I get an error that says "portal already taken." I've already contacted support, but it hasn't been resolved. Does anyone know how I can fix it?
Lead Scoring - How to map scores from a lead to a converted contact?
I can't find any info on this? I have set up Lead SCoring and the same scoring rules for Contacts. What happens when I convert a lead? Does the score from the Lead module come over to the Contact module? Or do I need to map it? Thanks
Help with global structure of my project
Hi, I do not know if this is the place for that type of question, if not please tell me where to send this question. I am to a point I need advises on my structure. I have created the basic forms I need in my project, but I will soon get in more complicated
Including Unsubscribe Link
How do I include an email unsubscribe link to outgoing email campaigns that will update a contact record for future campaigns?
How can I change the format of Delivery Notes?
Hi I need to change the format of the standard Delivery Note. I insert the Delivery Note into a transparent pouch, attached to my parcels. I need the Shipping address visible in the pouch, but nothing else. As standard, the Invoice address is printed
Ability to import Linkedin URL to Zoho Recruit
Hi, Zoho Recruit candidate import works well. However, I don't understand why we don't have the ability to import the Linkedin URL from a CSV file. Since, there is no Linkedin Recruiter integration I export a csv file from Linkedin Recruiter and then
Funnel for next 6 months rolling
Hi Is there a way to set the date field in Analytics such that you can see a funnel for the next 6 months? Currently I can do a Custom date but that's a fixed start and fixed end, so I can set it to 6 months hence, but in a month that'll be the wrong
Self Client invalid_code Error
Hello, We are trying to use the Zoho CRM SDK version 7.0 for Node.js, with an API Self Client. We have our Self Client ID and secret saved, and have generated 2 different refresh tokens. Every time the SDK tries to get an access token using either of
Vertical List
I am trying to find a way to create a list report that is vertical and not horizontal, as most users access my app on a mobile phone and not a pc so they find scrolling vertically more intuitive. Is there a way to do this? I thought about adding a html
Sending newly created record to customer
Good day, Every year clients will need to review and update their company information. I will send them their previous years input and ask them to update it for the current year. I have created a Creator Form that will get created and populated with CRM
Create QR code in Zoho Sheet
Hello, Is there a way to generate a (permanent) QR code in Zoho Sheet? Thanks in advance! Jurgen
Zoho Campaigns - Update an email when the automation has started
Hi I do not understand why you cannot update an email once the automation has started - if you spot something after the first one has gone then you cannot change it.
Problem switching an existing Invoice to another client name
Hi, I am trying to switch an existing invoice so it goes to another client. (I need same invoice number, just need to address it to another client.) It used to be easy to do I think... now it seems it won't work... the action works but it doesn't register and stays on old client...) Please advise Regards
Two search boxes in CRM with Keyboard Shortcuts enabled
Hi If I enable keyboard shortcuts (which are very handy) I get two search boxes appearing when I hit the forward slash (/) key to bring up a search box. And the fun thing is, neither of them works when you type stuff in unless you close one of them. Given
Q3 USA Zoho User Group (ZUG) Meetups: September to October 2024
Hello USA Zoho Community, We are excited to remind you about the ongoing Q3 Zoho User Group (ZUG) in-person meetups across the United States till October 2024. Based on Zoho User Group's feedback, these meetups have been designed to address key areas
Finding Credit Notes based on invoice number in the API
In the api, Is there a way to find all the Creditnotes associated with an invoice? I cant find anything in the documentation. I can use the "search_text" parameter, but it's not quite ideal. If I look up invoice 34, it will show me the credit notes for
How to delete Composite Item Bundle to put back the bundled items into stock
In the docs it mentions this (https://www.zoho.com/za/inventory/help/items/composite-items.html#deleting-a-bundle) But i dont see where this screen is to show bundles? I can create bundles only after creating a composite item, but I dont see any menu
Zoho CRM mobile updates: improved lead conversion, voice-to-text, assignment threshold, and optional blueprint fields
Hello everyone! We’re delighted to bring you some exciting updates in Zoho CRM that will make your mobile experience even better.Take a look and see how these new iOS and Android additions can make your CRM journey even better. 1. Identifying and merging
Introducing Lookup filter in Zoho CRM
Dear All, We're thrilled to talk about our much awaited enhancement to lookup fields—Lookup filter. Let's get into the details! As you all know, lookup fields help you associate data from one module to another. You can lookup a record from module B and
Support for Sub-form Fields in Zoho CRM Webhooks
Dear Zoho CRM Support Team, We are writing to request a new feature that would allow for the inclusion of sub-form fields in webhook parameters when sending webhooks from Zoho CRM to external systems. Currently, when sending quote information via webhooks,
Troubleshooting in Creator : New Learning Series
Dear members, I'm happy to announce that, as part of the Community Learning Initiative, we are starting a new series of articles on "Troubleshooting in Creator". The goal of the series is to empower the developer with information that could help him understand
Allow us to not hide the task list when its tasks are closed
Provide the flexibility to us by giving us the option to hide or not-hide per-project basis the Task List. Some of us are still adding tasks mid-project, so when the tasks under a task list are done it's just gone. Using the custom views to show closed
How can I have 2 mailboxes for 1 user?
I signed up for paid business email. I am the only user at this time. I would like to have a personal mailbox and a business mailbox under the same user (myself). If I understand correctly, alias email addresses will all go to the same mailbox and will not be separate. I tried to add myself as 2 users but it won't let me add myself twice. Is it possible for 1 user to have 2 mailboxes? Thanks
how to convert to PDF having already the base64 in a field of my form that I need to view or download?
Hello team, I have a script to get information from a PDF file in a module from CRM but it is bringing it to me as base64, I need to convert it to PDF to be able to view it from zoho creator. Please help me.., SCRIPT: void obtenerPDFsDesdeCRM(int IDlead)
Attachments on Invoices
Hey Everyone, I was looking at the API information for Zoho Books. I am working on software that transfers invoices from my POS and uploads them to Zoho Books. Ideally, it transfers a pdf and attaches it to the invoice, and will delete old invoices, if
How to rename send mail attachment?
I'm sending emails using "Send mail" with attachments (reports and record templates". Is there any way to rename the attachment? i cannot find it on the deluge documentation. https://www.zoho.com/deluge/help/misc-statements/send-mail.html#creator T
Delay in Members List
We are implementing Cliq (Free) in the company, we are registering users, but the list of members does not update, is there a delay? Anyone who has just entered the system will not be able to find any registered users (only the administrator appears for
Zoho Bulk Write API
Request i am making to upload the file !curl "https://content.zohoapis.com/crm/v6/upload" -X POST -H "Authorization: Zoho-oauthtoken 1000.xxxx" -H "X-CRM-ORG: xxxx" -H "feature: bulk-write" -F "file=@sample2.csv.zip" Response: {"x-error":"Check if headers
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