Update zSIGN Document name via API
Hello, Based on the following request : // Change Ownership api call resp = invokeurl [ url: "https://sign.zoho.com/api/v1/requests/"+requestId+"/changeownership" type: PUT parameters: data connection: "<Use Connection Name Here>" ]; found here https://help.zoho.com/portal/en/kb/zoho-sign/solutions-guide/zoho-deluge-integration/articles/how-to-change-the-ownership-of-the-document-to-an-admin-irrespective-of-who-sent-the-document
How to get rid of 'via zohocrm.com' in the mail received by the customer.
When i send an email to the customer via zoho crm, it displays ' via zoho crm' beside my name. How can i get rid of it, it is bad for business because it reduces the authenticity of my email. Need help as soon as possible. Anil.
Important Update: SalesIQ App Unlisted from Google Play Store
Dear SalesIQ App Users, We wanted to inform you about a recent technical issue that has temporarily unlisted our SalesIQ App from the Google Play Store. We apologize for the inconvenience and have already communicated with the Google team, and they have
Lead should fill up data set
At the moment I am working step by step on moving all email lists (first name/email) from an external App into the Zoho CRM as "LEADS". How exactly do I implement this so that I send the respective contact for whom I have either - only email or - email
Problem with simple IF script with a variable
Hello, I reaaly don't understand what I do wrong, and it must best super stupid... With this simple script : doublon = Test_Client.count(); if (doublon > 0 ); openUrl(www.fermerondine.com, "same window"); I always get this error for line 2 : Incomplete
Search using multiple tags
I wish there would be a feature in Zoho Notebooks, that makes possible searching notes by multiple tags simultaneously. For now we can do search only by one tag at once. It makes tags almost useless for me.
Make Project Level Fields Available in Task Report
It would be helpful if we could add columns from Project level fields in the Task view. See screenshot below for reference:
Bold letters
There are times when letters that have been made to be bold, cannot be returned to not being bold. this seems to be related to text that is copy pasted into an area where the formatting is already set to 'bold'. I've experienced this several times on a five page document. If I get more clear about when this occurs I will send more feedback. wade.whitme
Creating departments and sub-units under each department
Do we have any option in Zoho Projects to create multiple departments and sub-units under each department and access control enabled for each department and unit. Currently we are not able to maintain projects across different departments independen
Mark Task view as Favourite/ Set as default - Zoho Projects app
Hello, Everyone! In the latest Android version (v3.9.4) of the Zoho Projects mobile app , we have introduced the following features: 1. Mark a task view as favourite/ remove from favourites 2. Set a task view as default Mark a task view as favourite/
Automatically close a Task based on workflow rule
I have a task that is created for every new Deal, and I'm trying to write function that will close that particular Task based on a workflow rule. I'm getting the following error in the function below. I'm new to Deluge so I'm not sure what I'm missing.
Stopping a Sales Order from being created when a estimate already has one associated with it.
Is there any way, when using the system defined buttons in Books/CRM finance. To halt the creation of a sales order if a sales order has already been created? We are having issues with our staff creating duplicate sales orders in the system. We have had
Announcing new features in Trident for macOS (v.1.8.0)
Hello everyone! Trident for macOS (v.1.8.0) is here with new features and enhancements to elevate your workplace communication. Let's take a quick look at them. Request for and respond to read receipts for emails. You can now ask for read receipts from
BIG DEAL ALERT...WHERE IS IT??
I have spent hours looking for "BIG DEAL ALERT", I have followed the instructions..."SET UP", "POTENTIALS" but there is nothing there! How do I set up a "BIG DEAL ALERT" Richard Quickcolourprint.com.au Perth Australia 1300 784 250
All You Need to Know About Zoho Contracts
The contracts are legal documents that govern almost every penny that either comes in or leaves a business. If the businesses are equipped with the right contract management software for managing them then they can transform contracts from static documents
Zoho one vs zoho people licence
Hi In our company we have about 20 licences of zoho one, we need 15 more licences to access only to zoho people. We dont need the new 15 licences to access to whole zoho one package. How can I get those 15 extra licences only for zoho people, in the same
Reports and Dashboard required on targets vs achieved -
We have a CRM module that has information about the targets and another module that stores information about the achievements. The target table has the target set for an entire year and has a field called target start date as 1st of April that year. There
Can we assign Multiple contacts to one Meeting in Zoho CRM
Hi There, I would like to know whether we can assign one meeting to multiple contacts. I know that, In meetings record, we have contact as a single select lookup. But is there a way that we can show the created meeting in more than one contacts related
Get Company Logo
In some other CRMs I am testing, I see that, upon importing Accounts/Companies, that Company's logo is automaticaly inserted in those CRM's, is that also possible in ZOHO ?
CalDav stopped working
Hello, I have been using CalDav for syncing my CRM calendar with my outlook and iphone calendars. About 3 months or so ago it stopped syncing. I have not changed anything. I have tried to reinstall but I cannot get it to work. I really rely on this as
Provide ticket access to different roles that are not ordered hierarchically
Hi, we have a usecase, where we use the ticket system with a bunch of agencies. Those agencies shall have access to tickets assigned to them but sometimes it can also happen, that they need to work together with other "departments" and as we do not want
Department-Specific Enablement for Zia Generative AI In Zoho Desk
Hello, I would like to request a feature enhancement for Zoho Desk regarding the use of Zia Generative AI integrated with ChatGPT. Current Issue: Currently, when enabling Zia Generative AI, the setup applies universally across all departments. There is
Blog Site & Sites
I have my primary web site with all of my pages listed at the top (i.e. Home, About, Services, Contact). I also access my blog by going through my editor dashboard. People can get to my blog by going to www.mydomain.com/blogs. My question is if there
Allow us to have multiple transitions between statuses
Some of our implementations would greatly benefit in a simpler Blueprint setup when Zoho allows us to have multiple transitions (buttons) to come from-and-to statuses. Right now, it's only one-to-one: Status A -> Transition "Go to B" -> Status B We would
pull data from Google Sheets in chatgpt prompt issue!
Hi I have created a workflow for performing a specific prompt using ChatGPT to analyze data in multiple cells in column A in Google Sheets and choose the variable name for the column, but ChatGPT can't see the data in column a the workflow runs but the
Cliq Channel Message Trigger in Zoho Flow
Dear Zoho Flow Support Team, We are writing to request a new trigger option in Zoho Flow that allows workflows to be initiated when a message is added to a specific channel in cliq. Currently, Zoho Flow lacks this essential trigger, limiting its ability
Not defined line number
"Failed to update function Variable 'ticketID' is not defined Line Number : 3" Above shows when I enter below. Can you help me with this? deskDomain = "https://desk.zoho.com"; //Replace your zoho desk URL accordingly jsonString = {"ticketIds":{ticketID}};
How to set a custom field (Pick List and Multi-Select) through Desk API?
Hi, I'm following Zoho Desk API's documentation and I couldn't figure out how I can set my custom fields to the proper Pick List or Multi-Select option. Now I found out that these fields can be set as their plan text values (obviously using the "cf" key,
How to remove hard bounce in ZMA 2.0?
I am facing this issue, and I can't find an option to remove the hard bounce.a
Customize Table Color in Email Templates
Is there any way I can change the table color when I'm submitting candidates?
Creating a new Related List entry for Accounts
Hi, Is it possible to create new Related List entries on Account screen? I want to group together some of our custom fields in to related topics, ideally so that they can be hidden or expanded as needed by the user. These are the type of things I mean.
Email field custom validate by API
We want to validate the email field with an API that verifies if the mail is existing. Only if the API returns Code = 200 will the form be allowed to be saved. Is it possible to do this customization?
Zoho Developer Community Monthly Digest - August 2024
Hello everyone, Get ready for another exciting month of Zoho development! Our August digest is packed with events, resources, and community discussions to empower you as a Zoho developer. Let's dive right in! Upcoming Events To stay on top of the upcoming
The secret to collecting data from valid users
Collecting accurate data is crucial for making informed decisions. Zoho Forms offers two efficient ways to validate user data and ensure that you collect entries exclusively from valid users. Double Opt-in: Double Opt-in is a privacy feature that ensures
DOB and age calculation
Can you please set up a date of birth that automatically calculates age!!
Concurrent edit
Hi, unfortunately in my company is common multiple user open concurrently a record in edit mode. (yes, i'm working to change the entire logic of application to pass from edit the entire record to single operation outside editing the whole record). This
Split one invoice into multiple invoices
Due to my client's company policies, I'm sometimes asked to split a large invoice into multiple invoices. For example, if I send an invoice for $13,000 and the client asks me to split the invoice into multiple invoices that are $5000 or less, I would
Emails can i send/receive in a day with Zoho mail lite subscription
Emails can i send/receive in a day with Zoho mail lite subscription https://www.carpetbright.uk.com/carpet-cleaning/london/
View or Export Subfields of Address field
Hi, I hope this is straight forward, but haven't been able to quickly find an answer. I need to export the (new) Name and Address fields as their corresponding subfields. So Prefix, First Name, Last Name, Address line 1, Address Line 2 etc in separate fields. This is required for the Mail merge software my client is using. I can tell each subfield is stored separately, because you can search in them or choose which ones to display. And in a report you can choose which subfield(s) to show, but only
Pass a Dynamic value in ZOHO Creator Page Embedded section
Hi Everyone, I am creating a page in ZOHO Creator which will open the edit page of a record. I have published the report for which records I need to be able to edit. The problem is that I can't pass a dynamic value in the Embed URL, When I pass the Static
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