WHERE TO LEARN JS ZDK Functions FOR ZOHO CRM CLIENT SCRIPTING
Hello Folks, I have trying to implement some stuffs, in the client scripting in Zoho CRM but I am less in knowledge when it comes to the JS ZDK Library Functions. Like for example, things Like get data of a related field lists, learn functions like generally
Stamp offer PDFs as Accepted or Declined
Similar to payment receipts, when an offer submitted is accepted, expired or declined, have the PDF letter 'stamped' as such. This way when filing the documents outside of Recruit we know what the document status is.
Generate Automatic email after Quote is e-signed in Books
I am trying to figure out a way to have an automatic email generated and sent to a customer once the e-sign a quote in Books. I am not sure if this is done in Flow, and if so, which trigger should be used. Can I achieve this in Books?
Email Service Issue After Hosting Change
Dear Zoho Support, We have recently changed the hosting for our website www.almusairiey.com and now our email service is no longer functioning.We kindly request your assistance in resolving this issue. Thank you very much for your support. Best rega
how to change default project invoice preferences
We have over 10,000 projects. Is there a way to change the default invoice preferences for new projects? Current it defaults to "Single Line For The Project" / Project Name / Project Description. We would like it to default to Group by Users / Staff Name
Resolving Automatic Double Entry of Cost of Goods Sold by Switching to Periodic Inventory System Settings
I found automatic journal entries are generated as follows according to inventry purchases and sales. 1. Inventory purchase (Dr.) Cost of Goods Sold / (Cr.) Cash 2. Inventory sales (Dr.) Cost of Goods Sold / (Cr.) Inventory Asset The journal entry 1 follows
ZOHO forms
Hello, I have had all my forms that I have accessed multiple times in the past 3 months, but today when I opened my drive there was nothing there. Can someone please help!
How to backup or export a site?
How does one backup or export a site? When investing a lot of time and effort building a site here, not being able to get a backup is simply irresponsible.
quote of the day home page
Dear Zoho, Is it possible to show random quotes of the day on the home page for each user? Think of: quotes of the CEO, inspiring people from around the world, quotes of employees. The administrator can then add quotes to a list, and it will randomly show on the home page. This should not be too hard to implement. This would really enhance our CRM! Hope to hear from you guys keep up the good work Jimmy Netherlands
Advice on working with a large list of varied Contacts & how to categorize them
Hi everyone! As an introduction, I would like to say that my post will be long and I am fairly new to email marketing, so bear with me. After the trial, I have to say Zoho Campaigns has by far the easiest Campaign Editor compared to its competition. However,
How do I customize the "Update Campaign Member Status" fields (Under Campaings/Leads/Edit/Update Campaign Member Status)?
How do I customize the "Update Campaign Member Status" fields (Under Campaings/Leads/Edit/Update Campaign Member Status)? The choices available under "Select the Status" drop down fields do not meet our needs. We would like to add about 3 more custom
"Reports" section should be renamed on "Charts"
The "Reports" section of Zoho Projects seems to really be high level charts. Please consider renaming it "Charts". Zoho Projects doesn't seem to have any built in reports that I have seen.
Free webinar: Navigating global e-sign laws with Zoho Sign
Greetings! Do you use electronic signatures for your business documents? Are you uncertain about their legal validity in your country? We have the answers! Join us on Thursday, August 29 for an exclusive webinar, where we'll explore the legality of electronic
554 5.1.8 Sender Address Blocked
why was my email blocked ? hebertt@zohoemail.com , everytime i recieve this error > response: '554 5.1.8 Sender Address Blocked', code: 'EAUTH', code: 'EAUTH', code: 'EAUTH', response: '554 5.1.8 Sender Address Blocked', responseCode: 554, command: 'AUTH
How to find Workdrive folder associated with or assigned to a Zoho Project
Hello, For example, let's assume that the project name is TestProject, how do I get the Workdrive folder associated with or assigned to a Project in Zoho Projects? I only have project name, and I need the Workdrive Team folder ID. So, is there an API
Add ability to save without "submitting" time
Professional consulting/accounting firms typically are able to enter time without submitting it (similar to Zoho People). This would be very helpful to include in Zoho Projects. For example, we submit our time every week. Time can be entered and reviewed
Inquiry Regarding SMS Capabilities in Zoho CRM
I have a question regarding the SMS messaging capabilities within Zoho CRM. Specifically, I am looking for the ability to: 1. Send transactional SMS messages, such as those triggered by workflows. 2. Facilitate one-on-one SMS communication with potential
SheetView- Phoneformat
I have Zoho Enterpise I created a filter in listview ,showing my "not correct phoneformat" It is now 491234567 and should be +49-1234567 So I have sheetview and in column next to the wrong phone I created a colomn PhoneOK, being a FORMULA like ="+"&MID(D2,1,2)&"-"&MID(D2,3,15)
Not able to connect more than one image field to a CRM image field
It should be possible to attach more than one Forms image field to a CRM image field:
Boost your ecommerce sales with the seamless integration of Zoho LandingPage and Zoho Checkout
Ready to boost your ecommerce sales? We’ve got something exciting just for you! Join us for an exclusive webinar where we’ll dive into the seamless integration of Zoho LandingPage and Zoho Checkout. Discover how this powerful duo can supercharge your
Tip #33- Control and compliance: Utilizing session confirmation in Zoho Assist- 'Insider Insights'
Hello Zoho Assist Community! We’re excited to bring you another helpful feature spotlight to enhance your Zoho Assist experience. This week, we’re diving into the Session Confirmation feature, which allows your remote customers to authorize access before
Add Automation starting from a File upload
Hello everyone, I'd like to create an automatic workflow starting from a file upload. Specifically, our employees have to periodically renew certain certification. Based on the certification is a fixed amount of time. I would like to insert a file and
Zoho Learn integration with Zoho CRM?
Does Zoho Learn integrate with Zoho CRM? If so, how do I enable that integration? Please provide instructions for doing that. If not, are there plans for this integration? My use case is to use Zoho Learn Custom Portal as a LMS platform for delivering
Single Sign on for Zoho Books Vendor Portal
Hi there, Is there currently any way to implement Single Sign-on for our Zoho Books vendor portal accounts? I see that it's already implemented for Zoho Subscriptions: https://www.zoho.com/subscriptions/help/sso-with-custom-application.html I would like
Zoho Desk Keyboard shortcuts - Send the message im typing
Hello Community! I was going through the keyboard shortcuts and found many wonderful options. However, the specific shortcut I was looking for wasn't listed. It would be convenient if there was a keyboard shortcut to send the message I am typing without
Darshan Hiranandani : How can Zoho CRM be integrated with Zoho WorkDrive?
Hi everyone, I’m Darshan Hiranandani, looking into integrating Zoho CRM with Zoho WorkDrive and would appreciate any insights or suggestions on the best approach. Specifically, I’m interested in understanding how to set up and optimize this integration.
Varying compensation for same role/job stream
I'm trying to configure our company's compensation settings for our Premium account. However, it seems that the compensation feature doesn't allow for employees to have varying salaries for the same role/job stream? For example: engineer 1 has been with
Zoho Bookings 2 Zoho FSM
Hi, Is it possible to directly or indirectly integrate Zoho bookings with Zoho FSM. It would be great if a customer could book themselves in an available timeslot for a service appointment and pay for it.
Zobot New User prompts on Whatsapp
I created a codeless Zobot through SalesIQ to ask for users' query on Whatsapp and then raise a ticket. The Zobot is working correctly except for new users for whom it is asking for an email (which i understand that the user must be registered as a contact
Check in/out location
Hello, We are using Check-in/out feature in our company, but the geo location is not accurate it's always pinned 2-3 streets away when click the checkin/out button. and we can't check if the app is choosing the right location before submitting. how to fix this issue or check what location is zoho app finds before submitting.
Publish Job Opening via API
Hi Team, Is there anyway we can publish a job opening to job boards via api?
Not all notes are being exported
In order to make copies of my content for safety reasons, I exported certain notebooks. But now, not even half of the content is being exported. Why not? If I cannot save or auto-save everything, I definetly need another app since I work a lot with notes.
NO ME LLEGAN CORREOS ELECTRONICOS PROBLEMAS CON LOS REGISTROS MX
Muy buenas tardes, realicé la configuración de los registros y pude verificar todos menos los registros MX, no me deja verificarlos. Ya se propagaron los registros pero por alguna razón que desconozco no me deja. Mi dominio es www.smgimagen.com.co Adjunto
when I transfer the doman form enom to hostinger
when I transfer the doman form enom to hostinger When I transferred the domain, the email stopped working and when I enter mailadmin.zoho.com Email Configuration - MX : Your domain's MX Records are pointed to Zoho also SPF : Your domain's SPF Records
How can I Associate a Project with Account when a new project is created from API
We are creating project on zoho projects by making API call. How can we attach CRM Account to that newly created projects.
Ensure safe file attachment and sharing with Attachment Control in Zoho Desk
Hello everyone, The Attachment Control feature in Zoho Desk is designed to help you better manage and secure the files attached to support tickets. Why Attachment Control Matters? Imagine you’re handling a support ticket where a customer has uploaded
Upload Image into Wordpress Media via API
Hi, I tried to upload image from Zoho Creator into Wordpress Media folder via api. I have issues wih my code and I don't knw how to fix it. post_data = Map(); post_data.put("media_urls","IMAGE_URL"); header_data.put("Content-Type","image/jpeg"); header_data.put("Content-Disposition","attachment;
crazy system behaviour
support chat cannot be opened. it doesn't do anything or some popup hint disappears immediately - any browser I can use. audio creates millions of nine-second files ... what can I say?! I just started using it! What will happen next?! did I pay for that?
Zoho Desk deletes Description thread on owner change
We have been experiencing some issues for a few months with our tickets. Our emails are directly linked with zoho desk email to create ticket on email reception. Tickets are populated automatically. Randomly, when we make changes to the ticket, and change
Changing duration of task when adding more resource
Hi, We have a list of tasks within a Project that we want to put an estimate against relating to how long it should take to complete. We don't do this at a very granular level so the smallest amount of time we need to track is normally half a day. This
Next Page