Auth_Token Using Client_ID , Getting Multi-System Invoices
Hey, I am working on a system which needs to get invoices from 100s of Zoho Accounts and validate their invoices and send mail to them. I have their Developer Console's Client_ID Client_Secret but when i need to get their invoices i need. auth_token which
Warehouse Location for Items
I commented on the July 2019 updates announcement but I wanted to create a location for comments/support for this feature request. This is something I have seen requested for many years and I do not understand what challenge there is to it's addition.
Bin locations and lot location
Hi Zoho team, The lot number and bin location numbers are becoming increasingly urgent. We are currently using a work around but this involves a significant amount of manual work to track inventory (beating the point of having an automated system). As
Urgent : Zoho Mail : Email Outgoing Blocked
Hello Team, We are using zoho support for our ticketing system, but now we are not able to reply from zoho. We are getting a message "Sending failed" Here is the email which we got : ------------------------- Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able to send further emails.This was done in accordance with the Zoho Mail Usage policy . Reason for the block : Mail Recipient count exceeds limit [Recipients=161] However, we realize that this
CRM sandboxes now support Services and Appointments modules
Availability Editions: Enterprise edition and above DCs: All Release plan: This enhancement has been released for all users in all DCs. Hello everyone, Businesses that provide services to customers can use Zoho CRM's ready-to-use Services and Appointments
Send To Email address is blank
I am new to Zoho books and trying to figure how estimates, sales orders and invoices work within the Zoho Finance module. I added a dummy account that is tied to a personal address. when creating an estimate, I am able to pick an item, quantity; it calculates
Power of Automation :: Automatically send an email to the Deal owner based on Project completion percentage
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
Setting to generate a preview of a link when composing a mail
In Yahoo, Outlook and other email providers when copy-paste a web link composing a new mail , a preview of the link is generated automatically . Just like this Is that feature missing in Zoho Mail? I ;ve searched in the settings but I couldn;t find
Tips & Tricks: Ensure Your Bot's Final Messages Get Noticed with Card Wait Time
Creating a seamless and engaging chatbot flow is key to a great user experience. Each bot flow should have a strong start and a smooth conclusion to keep users engaged. In SalesIQ's codeless bot builder, the End card is used to end bot conversations.
Zoho CRM - Assign Lead To Task On Make.com
Hello, I am trying to assign a Task to a Lead on Make.com, although I get this error everytime. I have tried manually typing the exact name of the lead & using the Lead ID. Although both throw this exact same error. Any assistance would be appreciated.
Customize permissions for each pipeline
Greetings, In Bigin, each user's access to any given pipeline is controlled by profile permissions that grant either full access or none at all. While this simplifies access management, it doesn't enable admins to fine-tune access to specific pipeline
Sales Order Custom Fields based on Formula
I have a simply formula that I want to apply to calculate shipping and customs duties on inventory. Am I able to create a customer field based on formula?
warehouse tab in items module
we do not like this move at all. it says "now check your stock location details in a consolidated space" it was already. now we gotta click back and forth. all these "updates" are just more clicks. how many screens are we going to need in the next u
Zoho Analytics - Custom Design
Is it possible to customize the design of Zoho Analytics by integrating it with Figma? I need more design flexibility for the dashboard, similar to what other BI platforms like Tableau offer.
Time Zone Calculation and Field Update in Zoho CRM
I have leads who are all in the U.S., but they are in different time zones. I want to have the Zoho CRM automatically calculate the time for that specific lead based on the zip code that we obtain and then update a time field in CRM so that I can trigger
Lengthy migration stall
I started using Zoho last year, but while migrating my notes from Evernote the status stalled at 48% and hasn't moved in months. It's hindered my being able to fully utilize my account. Going onto the app after some time, I saw some more of my notes and
Zoho Notebook - Sending my Note to Trash on it's own
I could not find a Note today, then found it in Trash along with dozens of others that I have not sent to Trash, has this happened to anyone else? How can I restore them in bulk rather that one-by-one? TIA
Zoho Bookings - Multiple Session In One Day
Hello, I'm looking to set a booking calendar up for a one off in person event that will run from 4pm to 5:30pm. Within this I'd like to have 15 minute sessions where up to 10 people can book, so 4-4:15, 4:15-4:30, 4:30-4:45, 4:45-5, 5-5:15 and 5:15-5:30.
Email & ticket auto-responses are sent to "from" address, not to "reply-to" address
Like the subject says, I've tested this with a vacation responder in Zoho Mail and with the 'ticket received' response in Zoho Desk - they both send messages to the "from" address, ignoring the "reply-to" address. This is an issue since requests submitted
Trick to bulk delete all records
Create an auto number field called TRASH Add the following line of script to your form's Form -> On Edit -> Actions On Success: delete from Your_Form_Name_Here [ TRASH > 0 ];
Images
I am setting up a new campaign which I have coded in HTML and linked to an image hosted on my website. When adding in the code to Zoho and clicking save, the image disappears and it says it is missing; but when visiting the url the image is showing fine
Can we set a group email Auto-Response?
Hi there, We want to set up Auto-Responders to a Group Email address that we have set up as an external email address (the group distributes to our two Customer Service Officers.) - eg the address= support@mydomain.com.au & we want an auto response to
Custom Field API Name Not Appearing in Zoho Desk JSON
Hello! I’m creating a custom function on Zoho Desk and i’ve been using the Zoho Desk API to fetch values from some custom fields i have on a ticket Layout. While fetching the values i noticed that i could not find the API Name of a specific custom field
How to Organize Pinned Comments in a Separate Section on Desk?
Hello! We are in the process of organizing tools with our team and noticed that, with the new Desk update, it is possible to pin ticket comments/responses. I have a question: is there a way to organize these comments/responses so that they don't appear
ZohoDesk Slow/Unresponsive
Hello all, My team and I are having issues using ZohoDesk since yesterday. For moments it turns so slow and unresponsive it's impossible to use. Is there an outage or some other issue ongoing? Please advise, as this is disrupting the workflow for the
Enhanced Login Failure Analysis in Zoho One Admin Panel
Dear Zoho One Support Team, We are writing to request an enhancement to the Zoho One Admin Panel's user management capabilities. Currently, the panel provides limited insights into login failure attempts, making it challenging to troubleshoot user access
Performance appraisal cycles on Employee-Profiles
Unless I am missing something, I don't see a way to include Employee Profiles with Appraisal Cycles -- we run a small real estate team, so the agents aren't employees (contractors paid by our broker) however we still do recurring performance reviews --
snail mail credits purchasing not working
I'm unable to purchase new snail mail credits. Keep getting an error "operation failed." My credit card information is up to date.
Character Encoding Issue When Using API in Deluge Function (UTF-8 and Multi-Form-Data Applied)
I am developing a function in Zoho CRM that interacts with two different APIs. However, when I make the call to the second API within the function, I receive corrupted characters, such as n�o, indicating an encoding issue. I have set the function to use
Issue email server (Belgium 21/08/24)
Hello, Is there an issue with the mail server?
WhatsApp message Failed
I never faced this error before can someone explain to me why/how it happen?
Deleted template
Hello, is there any way to get back deleted templates and drafts? Best Regards, G
Unable to sned message: Reason:554 5.1.8 email outgoing blocked
Hi There, My email is blocked for sending email. It shows: Unable to sned message: Reason:554 5.1.8 email outgoing blocked Could you pls help me to solve it, thank you Best regards Ricky
How to Send Email Templates via Workflow to Secondary Contacts?
Hi Everyone Is there a possibility to send email template via workflow to secondary contacts? Probably via a function? This is a very much needed feature for our business because We want all contacts in the deals be in the loop. If anyone has a script
Filter option support - Bigin Android (v1.7.0), iOS(v1.9.4) and macOS(1.7.0)
Hello, Everyone! In the latest Android version(1.7.0) of the Bigin mobile app, we have brought in support for an option to filter records. The filter option is available in the following modules: 1. Pipelines 2. Contacts 3. Companies 4. Activities 5.
Error message when trying to open files/attachments (excel, pdf)
Hi, Some of my colleagues get the following error message when they try to open files/attachments in a ticket: {"errorCode":"INTERNAL_SERVER_ERROR","message":"An internal server error occurred while performing this operation."} How can we solve this
Clone and move a page to the subsite
Is there any way to clone or move a page to the subsite?
Related data in CRM databases
I have two data bases say, A and B, in CRM and I am using Creator(Deluge) to manage them. I can create rows in both databases with no problems, however, database B has linked fields with database A. The user can see all the created rows in database B,
Zoho Creating Contacts
So I have had this code snippet working for sometime now. I create a contact on zoho books with it but today it started giving back 302 responses and redirecting me to a different url. I decided to check toke validity this is what I did but i get 302
map fields directly from the task that triggered the workflow?
Is there a way to map fields directly from the task that triggered the workflow? like function(arg1) field1 = arg1; I see this when I hover over the function: "It is not possible to map Zoho CRM fields because there are no arguments available in the
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