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
Image uploads in Zoho Desk not working
Hi everyone, We've been experiencing a new bug today. We can't paste in screenshots to our ticket replies anymore, and at the same time when we are trying to upload an image to the ticket through the text editor we always get an error message that states:
Streamline your sales process with the Kanban Board extension for Zoho CRM
Hello Zoho CRM Community, Are you looking for a streamlined way to manage your sales pipeline and enhance team collaboration? Introducing the Kanban Board for Zoho CRM extension! This powerful tool helps you visualize and manage your sales pipeline, tasks,
Tip #30- Simplify device management across multiple companies with Zoho Assist's Domains feature- 'Insider Insights'
Hello Zoho Assist Community! We love helping you get the most out of Zoho Assist by sharing valuable tips and best practices. This week, we're focusing on how to enhance your Unattended Access sessions using the Domains feature. Imagine you're managing
Tip #30- Simplify device management across multiple companies with Zoho Assist's Domains feature- 'Insider Insights'
Hello Zoho Assist Community! We love helping you get the most out of Zoho Assist by sharing valuable tips and best practices. This week, we're focusing on how to enhance your Unattended Access sessions using the Domains feature. Imagine you're managing
Sync Tags Between Candidates / Applicants / Submissions
Hello, Is there a way to sync tags between candidates, applicants, and submissions? I understand why they are separated, but I think it makes sense, and need the tags to sync across all of them, If I tag an applicant or multiple applicants as "Certified"
Segmentation in Campaigns
Hi, I have custom fields in my Account and Contact module which I want to use for segmentation in Campaigns. When I try to do this, the custom fields do not show in campaigns for me to set up the correct contact list. I see only the standard fields. What
Adding users as 'view only' under Professional Edition
Hello - seeking help on adding a user under the Professional edition. Under the FREE edition I was able to maintain 2 additional users as standard users. Once I signed on to Professional, I anticipated that the standard users would not be additional cost,
how set to show by default specific pipeline in deals
Hi, when i open deals, it aways show all pipelines, instead "outbound" that i want.. So, everytime in open deals tab, i also have to click on pipelines > outbound.. Would like to make outbound pipe default The strange thing is that i only have 1 pipeline:
Seeking Email Parsing Software for Work Orders Integration with Zoho Desk & Zoho FSM
Hi everyone, I manage a lot of my work orders via email, and I’m looking for an email parsing solution that can help streamline the process by automatically extracting data from emails and attachments. I use Zoho Desk and Zoho FSM to manage these work
Missing text when pasting into Writer docs
When pasting text into Zoho Writer documents, instances of the words 'row' and 'table' are consistently being removed from the result. For instance, pasting something like "the crown and the constable" produces "the cn and the cons" instead. It's been
Social Media Simplified with Zoho Social: Bridge sales and social media marketing
Social media marketing has become the go-to strategy for most businesses who are trying to boost awareness of their product/service, create a brand image in the minds of their audience, increase website traffic and engagement, and generate leads. Posting
Integrate zoho creator with Facebook
Please let us know how we can integrate Facebook with Zoho Creator. We are aware that Zoho Social works directly with Zoho CRM for integration. We are trying to achieve the same integration with Zoho Creator. However, we know that there is no direct integration
Add things to the topbar in Sites
Hey, i want to add either clickable text or a button to the topbar (above the navbar) on my website in Zoho Sites. Currently there is only the phone number displayed, how would i add something else?
Access Zoho Notes from desktop
Is there a way to access my Zoho Notes from desktop (through a Windows gadget or something like that)? Christos Koulaxizis
Issue with Zoho CRM Automation Emails
Hello Enterprise Community, We have heard several reports of delays with emails being sent by Zoho CRM automations (workflow rules, blueprint actions, etc.). Our team is aware of this issue and is actively working towards a resolution now. Please let
Create Project Custom Function Not Working
When I follow the instructions below // TODO: Please create a connection for the Zoho Projects service with the scopes "ZohoProjects.clients.CREATE" to Replace 'xxxxxxxxx' and Zoho CRM service with the scopes "ZohoCRM.modules.CREATE " to Replace 'yyyyyyyyy'
Microsoft Defender SmartScreen Flags Unattended Access as Unsafe
When attempting to connect via Unattended Access, I receive an Unsafe Site page from Microsoft Defender SmartScreen. Using Microsoft Edge Version 105.0.1343.27 (Official build) (x86_64). macOS Montery 12.5.1 (21G83). This just begun happening this evening
No puedo cargar imagenes en los ticket
Estimados, Su ayuda, ya que no puedo cargar imágenes en los correos y esto es una tarea diaria Añadir imagen
Creator record updated by script
I have a Creator app where data is recieved every morning at 6 am, I want to run a Flow whenevr a record is updated and fire off some actions. However it appears that the Flow only triggers when a user updates a record, not a creator deluge script. Can
Migration of Accounts from Tally to Zoho Books !
As ZOHO BOOKS doesn't have any mandatory feature in it for 'COST CENTRE' it has a dedicated name as 'Reporting tags'. But while importing data in ZOHO BOOKS as in TALLY they have dedicated cost center for each and every transaction. And also please let
Zoho book journal entry
How to see statement of zoho book journal entry with opening balance. We are able to see opening balance for sales, purchase,invoice etc.
Dropdown menu populated from API call on a form?
Hello, I am new to Zoho Creator. I want to understand how I can create a form with a drop down menu that pulls data from an external API. I tried creating the drop down menu first and then looking at the options to see if there is a way to populate it,
How to create this programe?
What steps should I take to perform this program in the attached pic?
Migrate Access Database that is "split" into Zoho
Hello. I have created an Access database that's split. The data/table side is on a centrally shared drive and the clients use a different kind of a file which has the forms, queries, reports, etc. Can a database like this be imported into Zoho? If so,
Sending ACH Payments to Vendors
Hi, We'd like to use Forte to send ACH payments to Vendors in Zoho Books/Inventory. Is it possible to do this, and if so, how? Thanks!
Decision Step Not Showing the Logic
It's not uncommon that when we enter a Live Flow and open up a decision, the logic is not showing up to us on the front end, even though it is processing properly. Here is what I see when I enter a Decision step for a live flow: As you can see, it looks
Adding function to subtract days from a date value in Zoho Tables
Is there a way using the formula option (or another way) to have a funtion that returns a date by subtracting the number of days from a specific date value. We run events and our tasks are based on the event date and changes year to year. Can we have
How to make prepopulate signature Empty from Zoho Sign API?
Hello Everyone I'm new zoho sign developer, I have an issue in my document flow. I want to make pre-populate signature field to empty value from Zoho Sign API, but when user click the signature it's always filled with (recipient_name). How to make this
How to integrate a form field with a Zoho CRM lookup field type?
In a Zoho CRM module layout, I have an Accounts module lookup field and in the survey form, I want the user to be able to select from/choose the correct Account name that matches the one stored in the CRM. How do I do this? I can't use Zoho Forms as the
Website Accessibility
I have two sites created in Zoho Sites which are both live. Some questions: 1. Are any of the template themes WCAG 2.1 AA compliant? 2. How do I change the format of a sub-heading in the header section? 3. Is there any way to add focus indication for
Managing Collaborator Assignments to individual Contracts using the API
We have teams with varying members working on big contracts. We want to manage the collaborators and their changes easily. Is there a way to assign Collaborators to Contracts automatically via API?
Please Improve Kanban View for Tasks!
Kanban view is undeniably very useful, UX-wise. It was such a great addition but sadly, it is gravely incomplete by the inflexibility to manage and configure the kanban view for the Tasks module like we can for the Deals module. As it currently stands,
Help Needed: Displaying Latest Note in Leads List View in Zoho CRM
I am reaching out to seek your expertise on a specific use case in Zoho CRM. My objective is to enhance the visibility of notes associated with leads by displaying the latest note directly within the main table (list view) of the Leads module. Challenge:
Exposing webform as link or QR Code and actions on submit customization in CRM
Dear Customers, We've taken it a step further and introduced the ability to expose webforms as links or QR codes. Publishing format now includes both these formats. Earlier, you could only embed the webform or use it in iFrame in your webpage. Now, expose
Calls and Tasks Completed in chronological order
Hello. Does anyone have a solution to be able to sort ONE field chronologically in the related list "Closed Activities" where all of the the Closed Activities no matter if its a call completed or task completed will be in order. Case example: We complete
View of all relevent sales activities together (emails, tasks, events) as a timeline - in chronological order
Zoho finally introduced a timeline view to see all activities together in a chronological order. But it's still not usable for salespeople since you get all sorts of other background information that is not relevent to a salesperson. When I look at a
Zoho Books Extension
I have been trying to create a extension for Books and i have 2 problems. 1. Nowhere to enter global fields in the "Test your extension" sandbox 2. The following code returns the error (inside the "Test your extension" sandbox): " {"code":6041,"message":"This
Adding clickable url in ticket Zoho Desk
Hi. I want to add a clickable url in the ticket description in Zoho Desk. At the moment, the link is correctly generated in Zoho Desk, however, the link is not clickable
Duplicate dropdown items
When there are duplicates in the dropdown items, selection isn't working properly. I've added attachment for your reference.
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