Parameterizing/filtering pivot tables
Hi all, I have multiple pivot table reports that have the right metrics I need (using Zoho Creator). However, I need to filter the data based on the user that's logged in. I have a lookup form that can identify what locations (for example) each user can
Rollup not working in projects created with a Project Template
Hi per your instructions Roll Up Using Gantt Chart | Online Help | Zoho Projects I should be able to roll up the dates for subtasks- tasks-milestones But when I create a project using a project Template I've created, and I enable the roll up function
Failed to save the function Variable 'Customer_Name' is not defined
Can anyone help with this. This is my first go at coding. Here's my Code. // Trigger this script when the customer number is entered // Get the customer number entered by the user customer_number = input.Customer_Number.toLong(); // Convert the customer
Error in Safari
I have embedded my spreadsheet on my web page its shows fine in google chrome and firefox but it gives and error in safari it reads "cookie is disabled in your browser. please enable the cookie [?] and reload this page" but cookies are enabled in my browser.
Zoho CRM's Workflow brings minor enhancements
Hello everyone, We're excited to share a few updates and enhancements to Zoho CRM's workflows: Reschedule previously scheduled actions Date formula fields New record limits Only trigger workflows for tasks created via workflows once Let's dive into each
adresse de externes
Bonjour, Je n’arrive plus à récupérer les mails sur mon adresse externe Comment puis-je faire?
How to switch to Python in Zoho Functions?
I can't find any buttons to switch to Python in Zoho Functions. I would like to use a script I already have, not Deluge. The documentation says I can, but the UI disagrees.
Printing on 80mm bluetooth Pos Printer
Hello. I am trying to print receipts and invoices using my 80mm bluetooth connectivity Pos printer. I have configured the Templates to Retail so that it matches the paper width of the Pos printer. However, when I click Print in zoho, first it opens the
Make Zoho sheet clears cells automatically?
I have a sheet I use to calculate prices and other data. I want the sheet to automatically clear the data in A3:A100 either when opening or when closing. Is this possible?
Including a base64 image in the merge jason data
Hi I have been testing the office integrator apis using your postman collection and with the merge api I'm trying to insert a .png in a merge field set as an image but I haven't been able to make this work. Is this supported?
Workflow based on formula field
HI, I am trying to create a workflow based on a DateTime Formula Field. Is this currently not possible? Eric
Auto look up/link to Google Maps for "location" in Events
When I book an event there is a field called "location". On the mobile app this field is linked to Google Maps and I can click on it to see the location on a map. Is it possible to include an auto look up or auto fill feature so that when I am scheduling
Tooltip/ Explanation text on KPI Widget
Greetings! I have a report with multiples KPI widgets and I want to include a tooltip with a small text with an explanation of what that KPI means and where that value comes from. Is it possible? If not, there a way to explain to the final user the meaning
What is the field "Completion Time" for ?
There is a field in my project detail page called "completion time" but it's a single date field. When I try to edit the layout the field is not there for me to remove/hide/rename What is the intended use for this field ? How does it differ from End Date
No Reports in Inventory that Show Available for Sale and Reorder Point
We are a company that allows customers to back order items and non stock items. We have noticed that Zoho does not show us the correct numbers for purchasing that we need for low level products. Everything goes off the Stock on Hand when in reality we
Zoho Projects Severity Update via API
Hey team, Is there any API call I can make via postman to update the severity of a bug/ticket in my Zoho projects ? For eg, I want to update the severity of my bug/ticket from "based on Due date" to "Minor" from an API call
Document editor in Zoho Office Integrator
Hello users, Did you know that Zoho Office Integrator has an embeddable powerful document editor that allows you to create various types of business documents, including sales contracts, legal documents, and NDAs? With Zoho Office Integrator as a part
Require Specific DKIM and SPF Settings to Enable Zoho Calendar Invites to Get Past Spam Filters
Hi there, My organization has also had issue with passing DMARC when sending calendar invites from our domain name (which is already on-boarded to Zoho email) to Gmail recipients. The invites go directly to Spam. This has been an issue that has plagued
Zoho CRM mass email?
Good day everyone, I am looking to do mass email in the CRM but can’t find how to achieve the following need. We have 2 custom modules; the first one is Properties, and the second one is called buyers (they are not the same as the contacts but are similar).
zoho sites
Dear Zoho Support, I hope this message finds you well. I would like to inquire about the process for issuing a certificate for my website. Previously, I attempted to publish my website using a Zoho certificate, but I was unable to make the site publicly
Power of Automation: Automatically notify project owners via email when a project is overdue.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
【Zoho CRM】サンドボックス機能に関するアップデート：サービスタブと予約タブに対応しました。
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からサンドボックス機能に関するアップデートについて紹介します。 今回の機能アップデートにより、サンドボックスでサービスタブや予約タブを有効にし、テストしてから本番環境に適用することができるようになりました。 タブの変更だけでなく、サービスタブと予約タブの設定をテストし、それらを本番環境に適用することもできます。 本番環境への適用後は、サンドボックスでこれらのタブに対してさらに変更を加え、本番環境に適用することができます。
Unable to access data in deluge from a integrated form
I have created an integrated form in a Creator App to pull from the Employees table of ZOHO People. Now I want to read this data in another workflow which runs on the click of a custom button. Here is the code: allEmployees = Elephant_Employees[employeestatus
Currency Invalid Symbol
Hello everyone! The formula is correct! =CURRENCY(1;"USD";"BRL") Why does the value appear as invalid symbol?
Run macro automatically/on a schedule
I have a macro that I would like to run automatically in Zoho Sheet. However, I do not see any way of doing that. Has anyone got an idea on how to do that? Kind regards
Converting Lead through Blueprint - Choose Pipeline
I am trying to use a Blueprint to convert a lead, but I am not getting the option to choose the correct layout when creating a deal. The Blueprint seems to be defaulting to the standard layout and not the custom layout that I have created. This is preventing
ANZ In-Person Zoho User Group Meetups: Focusing on Zoho Creator & Zoho Flow (September 2024)
Hello, Zoho Community! Calling all Zoho users in Australia! We're thrilled to announce the next series of Zoho User Group (ZUG) Meetups, continuing the success of our previous sessions. These meetups are a great opportunity to learn, network, and engage
email templates seen across all modules
I don't like that email templates can't be shown between modules. It is a hassle having to go in and copy to another module. If I create a template, it should be available in all modules when I click on Send email, use template.
To Send a Mail Merge from Deal OWNER instead User
Hi everyone, We're trying to send a mail merge from a deal to customer but the only option that we have in "From" field is the USER but instead of the OWNER of the deal.. Please is there someone can help us? Thanks!! 👇🏼👇🏼👇🏼👇🏼👇🏼👇🏼👇🏼👇🏼
I can't connect my email to Gmail
Hi when trying to connect Zoho with Gmail to receive a copy of the emails in Gmail I get the following error: The server has denied POP3 access to this username and password. The data that I am giving are: email: email user: email Passw: XX POP Server:
One document with 2 different client signature
Is this possible that using Soho sign I can request a single document to be signed by two different customers and then the document can be merged into one document? Is possible to remove the soho signature footnote that appear after document signature?
Zoho CRM Community Digest - July 2024
This month, Zoho CRM introduced new features to streamline your workflow and boost productivity, among other improvements. Additionally, explore how other Zoho users addressed their challenges and shared valuable solutions in our community forum highlights.
How to assign an avatar image to an external user in Zoho sprints
In our company, we use one external user to help with our projects. He is given access to Zoho sprints. But we are not able assign an avatar image for him. This make it difficult to see whether an item is not yet assigned to anyone or it has already assigned
How to generate 1 Purchase Order for Items on multiple Sales Orders
Hello, if I have 10+ open Sales Orders that are ready for the items to be ordered from the Vendors, I cannot find a way to multi select 2 or more Sales Orders from the list view and convert them to a Purchase Order, similar to being inside a Sales Order
Automatically renew SSL
Is it possible to have the SSL automatically renew? If not, what is the best way to manually renew it? The only way that I know how is to remove the SSL and reinstall it. There has to be a way to renew it without causing the site to be down.
Connect CRM with Zoho Creator Dev stage
Hello. I'm developing an application integrated between Zoho CRM and Creator. Do you know if its possible to connect Zoho Flow to the Dev stage on Zoho Creator. Currently I can only seem to be able to connect Flow to Production stage in Zoho creator App.
How can we add products to a ticket?
I can't find any KB articles on how to add products to tickets. Is this a recently added feature that doesn't work as planned, or am I missing something? We want to assign certain products (usually a single one) to a ticket from the Products module. The
Is it possible to log text messages from iphone into Zoho CRM
My team is more and more utilizing text messaging to communicate with clients. Does Zoho have a solution for logging these text messages when clicking "Send Text Message" from the Zoho app. Much like when you call, you get prompted to log a call, can
Can't send email through my own SMTP server with TLS or SSL
I added a From Address. It works ok when replying to tickets if I do not use my own SMTP. If I do check "Use my SMTP" then it only lets me save if I select Connection Type: Plain on port 25. If I try to do SSL or TLS on any port, it gives me this error
Google Merchant Center Feed for Zoho CRM
Announcing Our New Extension: Google Merchant Center Feed for Zoho CRM! Hi All, I’m excited to announce the launch of our new Zoho CRM extension: Google Merchant Center Feed for Zoho CRM! This extension is designed to make it easier than ever for Zoho
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