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
🎉 Celebrate Zoho Projects’ 18th Birthday with Us! 🎉
Hello Zoho Projects Community, We’re thrilled to announce that Zoho Projects is turning 18 today! To mark this milestone, we’re hosting a special AMA (Ask Me Anything) event starting at 3 PM IST today and running until 3 PM IST tomorrow. This is your
How to create auto replies within Desk?
I would like to create automatic replies when emails matching certain criteria's are received. How can this be done? Â
ZML Button behaviour in HTML page
I'm using a button in a html page to open a form and pre-populate it with data. I can get it to work except for when using a specific field - and I can see no reason why. I'm building a Forum with posts and comments. I have a html page that is constructed
Zoho CRM Developer Series : Client Script
Hello Everyone! We are glad to announce that we have started the Zoho CRM Developer Series. This series aims to aid the developers explore the development capabilities of Zoho CRM and learn in-depth about each feature. These sessions will help developers
Setting a Page Tile for a HTML page - Displayed in Title Bar of a TAB
Hi all I have a requirement to set a custom Text Content as the Title in a HTML page.Have tried using the <head> Tag inside HTML but its not working Kindly suggest some turnaround method Thanks
Chat function Zoho Creator
Hi, To provide some context, I’m looking to build a dashboard in Zoho Creator where customers can place orders and track the status of each one. Is it possible to include a chat function in Zoho Creator that allows customers to ask questions about specific
Sending data to the subform within Zoho Creator
Hi, I would like to forward information from CRM to Zoho Creator. Specifically, I want to transfer data from the 'Sales Orders' module to a subform within the forms in Zoho Creator. Is this possible? Currently, I only see the option to forward information
Introducing Compose Email Settings
Emails play a vital role in Zoho Recruit, facilitating communication with candidates, clients, internal teams, and more. Users often prefer a specific email style that aligns with their professional and personal needs. Compose Email Settings in Zoho Recruit
Add Slider Field for Zoho Creator Forms
Dear Zoho Creator Team, I'm writing to request a new field type for Zoho Creator forms: a Slider field. This functionality currently exists in Zoho Forms, and its integration into Zoho Creator would provide significant benefits for data collection and
Toggle which Commerce store is integrated with other apps?
Is there a way to toggle between which Commerce store we want to integrate with Inventory, Books, Etc?
Extracting data from subform in Zoho Creator
Hi, I have created a form in Zoho Creator where customers can place an order and also add designs that need to be printed on the item. However, I am currently unable to retrieve data from a subform. Is there a way to achieve this? I would like to send
Page break Zoho Creator
Hi, I’m wondering if it’s currently possible to divide forms created in Creator into multiple pages, similar to the feature available in Zoho Forms.
Multi-Month Profit And Loss - Remove Rows with Zero Balances
I have created a customized P&L Report with the following Critieria: Date Range: This Month (can be what ever month you want to start with) Compare Based on Period / Year Compare With: Previous Periods, Number of Periods: 6 (Can be changed to however
Recurring Tasks
Hello, I tried to use the repeat task feature to set up a task I need to do on a particular day every week, but that creates a separate task for each Friday from now until 2023, flooding my task list. I prefer to work by clearing my task list every day,
Invalid value passed for siret_number
Invalid value passed for siret_number will you please assist how to resolve this error when adding new clients thanks
Pull Lead Owner Information into Email Template
Can someone explain to me how I can pull the email address and phone number for a lead owner into an email template? I can grab the lead owners name by simply typing #lead owner, but I don't see the lead owner's email address or phone number as an available
Can you edit field values based on other fields?
For example, I'm creating an onboarding request form but have pre-approved roles. If the new user coming in is assigned to one of these roles, all the options on the form automatically get filled out with pre-approved options, such as the shared drives,
Tax field in Zoho CRM
Hello, I cannot see where I can modify the settings for the tax in CRM? I would like to configure the system to apply 20% VAT tax by default to every quote - how can I do this? Thank you Hayley
New field request: Virtual Stock
Hi there, We have a Shopify store and we sell a lot of product bundles, i.e. Composite Items. If you want to sync stock of a Composite Item in Zoho Inventory to Shopify, you have to use the Create Bundle feature. This will consume stock of the associated
Pass multi-select field values from stateless form to Page variable which feeds criteria for a gauge on the same Page
I have a stateless form w/ a multi-select checkbox and a Gauge side-by-side in a Creator Page. I've set up my page variable as the criteria for my gauge (selected records->field contains pageVariable). But I can't figure out how to assign the input values
Auto Move to Next Question
Hello! I'm trying to build a highly engaging form similar to Typeform on Zoho Forms. I've successfully recreated a form using the "Card Forms" option. However, there is one thing missing, I'm not being able to make it automatically move to the next question
Payment calculation issues
I am trying to make a form where people can order digital photos. I have 12 photos to choose from. I made a checkbox with all the options. I am charging $35 for the first photo and $10 for any additional photo. How do I set the values for them?
Hierarchy for blueprints
Hey, is it possible to have a hierarchy for blueprints? Our use case is the following: We have 3 different sources for buying our products. Each source is changing the order in which the steps need to be made. The steps in all are the same and consist
"Email is in queue, waiting to be processed."
I've try to send email. And it's say " Email is in queue, waiting to be processed." I'm not make any change in Mail Admin Config.
Scheduled report not sending
My scheduled report stopped working 2 weeks ago.
Background color for specific page
I would like to have a background color for the first page of my survey (where I present and introduction and instructions). Can I do so, and if so, how?
Webhook automatically gets disabled
Hi team, I have an outgoing Webhook called "Bubble". It is supposed to send every new email to my Bubble app. I see that it often gets automatically disabled. I manually enable it > and it sends one email successfully > and then automatically gets disabled.
Create contact with API in PHP
Hi, I try to create a new contact in Zoho Invoice from a custom application. I make this code (take on Internet) : $url = 'https://invoice.zoho.com/api/v3/contacts?authtoken='.Variable::$Token.'&organization_id='.Variable::$Organisation; $param = array( 'contact_name'=>$_POST['nom'], 'company_name'=>$_POST['nom'] ); $ch = curl_init($url); curl_setopt($ch, CURLOPT_VERBOSE, 1); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, FALSE); curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, FALSE); curl_setopt($ch, CURLOPT_RETURNTRANSFER,
Zoho Form change ownership issue
Hello, I have admin access to zoho forms and i am trying to change the ownership of a form to another user. But change owner option won't list any users at all. Try to type all options like first name last name, a few other letters etc. Any tricks which
add a footer to a form
Hello, in the EU we need to add links to our legal documents on every page of a form. How can this be done with Zoho Forms? As a workaround I embed my forms, but this is not an elegant way and besides this, it does not solve the problem, as the forms
Zoho Forms - 2 Basic Fields on 1 Row
Hello, I want to know how I go about putting 2 Basic Fields on 1 row, I cannot see how this is possible however under the Themes it shows this, so just wondering what I need to do?
Why editing icon is not display by mouse over?
Hi there I'd like to customize footer for email campaign with Zoho Marketing Automation. By youtobe video, when I move to mouse pointer over the one on footer design, editing icon (pencil) is displayed on right side or design. However, when I do on my
Birthday Email campaign
Hi, I would like to know if it is possible to send an email to my contacts when it's theirs birthdays automaticaly with zoho campaign. Thanks
Import ticket sales from another platform (TicketSpice)
I produce live performance events and use TicketSpice as my ticketing platform. Tickets are sold there, and we get weekly payouts for the tickets sold. They have processing fees, and we receive the net payout. For example, a $20 ticket gets sold. My online
Sales Orders - printing all
Hi Guys; New to Zoho CRM and completely stuck! Is there a way for our warehouse team to print all of the sales orders that are in a created/approved stage instead of having to go into each one individually and then selecting a template? This is a real
Multiple Warehouse Inventory Accounting and Landed Cost
We have five warehouses and 3000 SKUS. Zoho is averaging the cost of the same SKU across all the warehouses when the costs are actually very different - product coming from different suppliers and with different landed costs. Is there any way ZoHo can
Report - Sale Of Item By Salesperson
Hello, I would like to see a report where I can see how many units of a particular item is sold by a particular salesperson. We intend on setting targets for sales staff that requires them to sell minimum quantities or certain items but we cannot find
Custom Buttons - Make More Widely Available
Custom buttons are a great way to really make the software adapt to the unique needs of a given business use case. Unfortunately, their availability across modules is spotty. I was specifically looking for availability in the Sales Return module. I was
Sample CSV to import needed
Hello, We need a full sample CSV to import items. The one that is linked in the import page has very few columns and it is impossible to know how to import items with a lot of options For example, I am getting this error trying to update an item and I
Next Page