Reports function in CRM - display checkbox instead of True/False values
Hi there, I've created a report view, which shows a list of all records, and shows several columns of data for each record row. This is used as a workflow for my team. My question is this - one of the fields displayed in the actual record is a checkbox
How to map a lead Deal to a contact Deal.
I have leads that are mapped to a stage in my deal pipeline - Stage is IDENTIFIED. When they reach a score they are converted to a CONTACT. I have mapped the Deal for Leads, but can't seem create the same fileds to map in CONTACTS. I know that this set
Invoice timing
Like many small businesses we find ourselves working on the weekends catching up on paperwork. What i would like to do and i am sure is possible is to send invoices, estimates and reminders but to delay them being sent. I do a similar thing in the mail
After 3 lines in my answer in a Zoho learn quiz, i can't use the space bar
After 3 lines in my answer in a Zoho learn quiz, I can't seem to be able to put a space between my words, if I write for a while it comes back on, and later on it stops again. It isn't just with me, it happens with other coworkers I have
UK Barclays bank not getting feeds again
Since 26/07/24 balances are updated but no new transactions coming through ! I've tried deactivating & reactivating, also configuring excluded by "No thanks, I'll do it myself" - still no joy !
Zoho Creator: Sending Approval Notifications via Email
Hi Team, We set a form for Approvals. What we want to do is all pending approval requests (notifications) will be sent via email at 7PM every night. All approval requests go to the "Approvals". In the Approvals, we have "Pending" and "Completed". We have
Zoho Books in Italy
Hi, I would like to know if Zoho Books is compatible with Italian Tax and accounting Laws as it is in UAE. Thanks
Not displayed as PDF
Hello everyone, I have a problem, I have a connection from CRM to bring me the PDF file but in the template of my Creator app, it only shows me the name, I want a link or to bring me the file. is displayed as text How do I do it?
email attachments in crm
Hi intially thought it was a workdrive issue but when we try to add an attachment to an invoice email from CRM-books we get this message. The file is not to big and we are confused. The request could not be authenticated as the authentication value you
"Convert" action not available in Workflow Rules
I'm using Zoho CRM Professional. On this page, it says I can use a Workflow to automate lead conversion, but the "convert" action does not appear in the drop down menu : https://www.zoho.com/crm/help/automation/workflow-convert-records.html
Free webinar- Getting started with Zoho Sign: September 2024 edition
Hello there! Are you currently exploring Zoho Sign? Do you need a quick guide on how to set it up and use it effectively? Then don't miss out on our upcoming webinar- Getting started with Zoho Sign: September 2024 edition happening on September 10, 2024
How to add Single subform Row of Data based on each input of 1 field (Barcode scan)
Hello, I can't seem to get my head wrapped around getting a subform to populate data another form properly. I seemed to have coded something that technically populates, but it creates multiples of the same data, when I only need 1 row per entry of data
How to add data on behalf of the Customer in Creator Portal?
Hi all, I understand you add the "users" special field to a form and set it to "customer." When the user logs in and adds data, it's private to their login/email, etc. Correct me if I am wrong. We need to be able to add data on behalf of clients daily.
Need help creating workflow
I have 3 forms: Add_Property Add_Job Bulk_Scheduler When I submit the Bulk_Scheduler form, I want a workflow to loop through the Add_Property submissions and find any that match the parameters submitted with the Bulk_Scheduler inputs. For each record
Make a personal calendar a customer can manage himself through the portal
I have 2 forms : A customer form and a subsciption form that states how many weekly deliveries, the week they start and which day of the week they happen. I want to initiate at my convinience the creation of the calendars of my customers (for example
Way to schedule non-service items
I am considering using FSM, but it seems like it would create a need to bounce back and forth between FSM and calendars apps. It would be nice to use this as the company calendar. However, the pricing is based on appointments, which seems odd. We put
Unable to create again previously deleted email.
Hi, I am trying to create mail account sales@zerosec.in which i have deleted two days back. But it always says "Given email-Id already exists.". Thanks
Adding contacts to a sent campaign
To Zoho Support - I have created and sent an email/EventBrite campaign. I have to add a few more contacts to the same campaign - how can I do so? Do I have to create/clone the existing campaign? Is there an easier way? Please advise. Thanks!
Mailbox delivery restricted by policy error
We're not receiving any email on our account. Getting this error message: 452 <shop@copymade.com> Mailbox delivery restricted by policy error Final-Recipient: rfc822; shop@copymade.com Action: delayed Status: 4.0.0 Remote-MTA: dns; mx.zoho.com . (216.52.72.121,
Custom Function: Searching Events in the current month - with record count
I hate to be a bother to the fine folks here, but I'm stuck in another function. GOAL: write a custom function to count the number of Meetings each person in Contacts has for the current month, then push that count to a field in the contact record. Spent
Import CSV and set Added Date
Hello, I was wondering if it was possible to set the Added Date when importing from a CSV/TSV. I had an "Added Date" column with a date, but it didn't get set. So I guess I have two questions: 1) Is it possible to set when importing via CSV/TSV? 2) Is it possible to set via the API? Kudos on Zoho Creator. It looks great. I'm really looking forward to subforms and future tweaks.
debug - where is "view log details"
On the page below, https://help.creator.zoho.com/Info.html it says you can debug a script by clicking "View log details", but where is this button/link?
How to filter E-Mails, where Zoho Desk Acoount is only in CC
Dear All, we would like to filter the incoming e-mails, where zoho account is only in CC, not in main recipients. Is there any solutions for this? Thank you in advance!
I can't log in to our help desk portal.
I am having problems logging into our help desk portal. Since the user changes their password in AD, the password is not replicated to our help desk, Enterprise Service Desk version. And the user cannot log in. We have already checked the integration
Zoho Translator for Zoho Desk not working
We have added the Zoho Translator extensions in our Desk environment, but when trying to use it we do not have the option to select the translation language within the ticket. We have followed the setup process for the extension as outlined in this help
Approval Tab/Process Should be Improved
Current, the approval tab process is lacking quite a bit of functionality that we think is really important: 1. When the person is approving/Denying a request, they don't have a way to leave a message/comment connected to that approval/denial. Just simply
IOS Portal users - Filter reports not working once I add page script code
I've tried to use background color for one the pages. On portal windows(chrome) and android (app), The report filter is working fine, but on. iPhone no filtering applied if there is a page script (if I uncommon the code) the filter will b destroyed and
Users can now snooze mails in the latest version of the Zoho Mail iOS app (v2.7.2)
Hello All, In the latest version of the Zoho Mail iOS app (v2.7.2), users can now snooze mails and set a dedicated time to work on them later. You can access the Snooze functionality by following the steps mentioned below: - Go to the Zoho Mail mobile
Unable to post to Instagram
Hello again! My team and I scheduled some trial posts to be published onto Instagram. We created them and scheduled them, however, when the time came for them to be published, they were never published and I am unable to find them in the failed posts
ubuntu desktop mail fail on start
Hi, I'm getting some errors: $ ./zoho-mail-desktop-lite-x64-v1.6.3.AppImage [31032:0905/021742.360991:FATAL:setuid_sandbox_host.cc(158)] The SUID sandbox helper binary was found, but is not configured correctly. Rather than run without sandboxing I'm
Kaizen #155 - Frequently Asked Questions on Subforms
Hello all! Welcome back to another post in our Kaizen series. In this post, we will address the most frequently asked questions about Zoho CRM Subforms from the Zoho CRM Developer Community Forum. Subforms Subforms allow users to capture multiple records
Gross Profit
Please can I have a way to easily see Gross Profit on sales. Please! I have a sales team who are targeted on gross profit and they have no visibility of this at all on they're invoices. We are currently having to go between Sage and Zoho as they process
Predecessors/Successors - How to add without specifying dependancy type
I want to add a predecessor without having to specify a specific type (SF/SS/FF/SF) This has obviously been done before in my system, but i am unable to replicate as every value I add automatically saves with SF at the end. How can I add values like I
Bigin stops syncing with Google Calendar
Hi there, I am having the an issue with the sync feature of Bigin Events and Google Calendar. It constantly stops syncing. Each time it stops syncing I have to disconnect the calendar through intergrations and then re connect it. As you can imagine this
Assist unattended access but remote confirmation
Hello, me and my company are looking for an alternative for TeamViewer and since we're already using Desk we wanted to first take a look at Assist. After testing a few things with unattended remote access, we came to the conclusion that it was missing
How to populate a multi select field options based on options selected in another multi select field
For instance, If i have a multi-select field "MultiSelect1" with options "Option1" and "Option2", And if both options are selected, How do I populate another multi-select field "MultiSelect2" with options that are associated with those two options ex
client script for RTL in modules
Hi, I'm trying to solve a problem. In Arabic and Hebrew, we cannot use the canvas option, so we can't design a module view. I saw that it's possible to add a client script that works like CSS. Is it possible to make all the fields RTL (so when I type,
Zoho Writer "deleting" pages and then slowly readding them, during which there is considerable lag.
So, when I'm writing using the Writer, sometimes I notice the page count start to slowly drop around 1 page a second before getting to around 430 pages. Then, as soon as it hits that, it immediately starts to reload the pages back to the normal amount,
zoho crm lead status changed by itself
something weird here, some leads in zoho crm status changed automatically without any change by me, i updated the lead status as a contact but after some time i checked it and i saw it had changed to junk or something else. any suggestions?
How to send an invoice by email with API ?
Hello, I'm trying to send an invoice by email with the API but I always get this error : { "code": 57, "message": "You are not authorized to perform this operation" } This is my request : https://www.zohoapis.com/books/v3/invoices/{invoiceId}/email?organization_id={organizationId}
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