Unable to delete a function
1. This looked promising, but it's not available in our One subscription, even to superadmin https://www.zoho.com/crm/developer/docs/functions/delete-junk-functions.html#:~:text=To%20delete%20functions%2C%20Go%20to%20Setup%20%3E%20Developer,delete%20up%20to%2050%20functions%20in%20one%20go.
Customer Selection in Invoice and Quotes Makes Page Unresponsive
Every time I try to select a customer for a new invoice or quote it freezes up and makes the page unresponsive.
Auto update title meeting once created
how can this function be used for modules of leads, contacts, and accounts? Like I want to update the meeting title if it's created in any of the above modules Title Eg: lead name or contact name (based on module) | City | Lead Manager | Meeting time
Fireside chat with Zoho Desk and LateShipment
Hello, customers! Zoho Desk's Marketplace contains over 300 extensions for various functions. LateShipment is one of our key marketplace technology partners for helping you manage deliveries effectively. With the Zoho Desk+Lateshipment integration, you
Value of the connection variable '{0}' cannot be null'I
I have a scheduled function that's been running, unchanged, for two years. A few weeks ago it started throwing this message when it run (at 12:01 a.m.). I can run it manually, without error. What does this mean and how do I fix it?
Trying to return today's meetings in Deluge
Hello, Getting an invalid query error for this code: today = zoho.currentdate.toString("yyyy-MM-dd"); info today; todaysmeetings = zoho.crm.searchRecords("Events","(Start_DateTime:starts_with:" + today + ")"); info todaysmeetings; Here is my info log:
Financial Year in Zoho CRM
We have ser the financial year of our company to start in July via the Settings -> Company Setup- Company Details -> Financial Year. However, the graphs on the dashboards to not appear to be using the CRM Financial Year, but calendar year, and the filters
Products VS Services
Our Company sells products AND services. Zoho CRM only has module for product but not for services. There are fields in the product module that doesn't really fit in our "services" offered like Stock Information. How can we go about recording our "Services"
Delete Registro no Zoho CRM usando Zoho Deluge
Pessoal, eu estou precisando fazer uma script para apagar milhares de registros Potenciais dentro do meu Zoho CRM, mas não estou conseguindo encontrar a função específica para apagar 1 único registro. deleteResponse = zoho.crm.delRecord("Deals", potencial.get("id"));
Unable to list all job openings at one place
This is the unique iframe link for Career website integration of my account : https://recruit.zoho.com/recruit/Portal.na?iframe=false&digest=ylKa38UXHnIdmL4rz1gp3Dgjwjkyaz8ZkMQbQdbLaAs- When I use this unique link, I can only see job posts listed through my account. We are an organisation with 11 different recruiter accounts. Is there any possible way to list all the job posts by 11 users appear at single place? Simply, all job posts by organisation users at one place. Thanks.
How to delete emails in a Shared Mailbox?
I don't see any way to delete emails in my Shared Mailbox. I see that the mailbox view is a stream view, which is confusing because I'm accustomed to seeing emails in a normal inbox view.
How to get Early Access of Zoho CRM for Everyone
Hello, How to get early access of Zoho CRM for Everyone?
Individual Targets on shared dashboard
Hi all I'm using Analytics to create a dashboard for the sales team. We use a standard dashboard for all members so that the data presented is consistent. I want to have an "achievement vs target" graph showing where they are against a target. I can use
where do I find training
where can I find the tutorials for using zoho?
Zoho Creator/Portal, user logs in, data prepopulates from CRM
Hey all, I am looking to do the following: User logs into or signs up at the portal They are greeted with a standard form: fname lname email phone address etc. If the user is in our CRM already (based on email address), the form would pre-populate name,
Assistance Needed: Adding Company Logo and Phone Number to Printed Report
Hello, I’m using Zoho Creator and need assistance in adding my company’s logo and phone number to a report I’m printing. I’ve attached an image of the report, which is primarily a row in the Report section. Could you please guide me on how to do this?
Organization Level Email Signatures
I have been looking a lot through the mail settings and am not able to find anything which would allow me to assign a organization-wide email signature. Usually these services run at a mail server level and take the user information (such as from active
Email already exists
Hello! I was trying to add a new user rewant.singh@evoxyz.com to our organisation from our Zoho Mail Admin app for Android. The app said that there was a network error and the user cannot be added. When I re-tried it said that the user already exists.
Email associated with another organization?
Hello, Do you know how to unassociat an "email" when you own the domain that you are currently using? Example: Created 3 inboxes but the third one says it is associated with another org. Problem is that person says he has never used his branded domain
zoho analytics
Good day, Zoho team. I would like your help to find out if anyone, when creating a dashboard, can separate the chart by owner. In other words, can each owner have their own metric in the dashboard, or can it only be generated as a whole? I greatly appreciate
Introducing advanced video-related features
Videos are an indispensable tool for businesses, contributing to functions like marketing, sales, training, customer service, and events. With this in mind, WorkDrive brings you three advanced features for better video creation and collaboration. Video
[Webinar] Navigate e-invoicing compliance with Zoho Books
Hello everyone, We are excited to announce our August webinar series on e-invoicing! This series is designed to help businesses streamline their invoicing processes and ensure compliance with regional regulations using Zoho Books. Our experts will cover:
PDF Generated Using Zoho CRM API Contains Empty Pages
Hello, I’m trying to convert an inventory template into a PDF for a specific record using the Zoho CRM API with ZohoEmbededAppSDK and Javascript . However, when I run the following code, I end up with a 6-page PDF that is completely empty. Could you please
is it possible to make an input field read only?
is it possible to make an input field read only?
Sum of deals won in an account within a Financial Year
Hi, I've seen various code snippets for people doing this for the invoice module (which we don't use) but I want to create fields in an account for Current FY Spend and a separate one for Previous FY Spend, or any specific dates that can be preset or
Can I hide some fields in Blueprint?
Hi, Can I hide some fields in Blueprint if it meets certain condition? Can I do that using client script? I mean If I remove the field on Page Detail On Load, will the field appear on Blueprint ?
Scan Documents Using WorkDrive Mobile App
Is there a way to scan documents using the WorkDrive Mobile App? I've looked but didn't see an option, but wanted to confirm. If it doesn't exist. Is it on the roadmap? I used to subscribe to Box.com and this was one of my favorite features. It's a huge time saver. Example: Let's say you get an important piece of mail that you need to file. Normally you would have to use a scanner on your network or hooked up to your computer and scan, name, and save the file. With the box.com app, it had document
Contacts are always being switched back to non-marketing contacts
Hey there.. hope someone can point me towards the one button, I need to click ;-) In Marketing Automation 2.0, I setup the integration from CRM to Marketing Automation 2.0 (MA2.0). So far so good. Contacts and leads are being imported to MA2.0 They are
custom fied filter by null value
Hi Everyone, I have a custom field in invoice..i need to get invoices when the custom field is empty.. i can able to get all invoice or fillter by custom field value.. But I need to filter custom field by null or empty value pls help... https://crm.zoho.com/crm/private/json/Invoices/getSearchRecords?authtoken=" + "Authtoken" + "&scope=crmapi&selectColumns=All&Customfield=(Test|=|\"\")"); this is i used..
Connect: Groups & Channels
Hi, When setting up a new connect group we have the option of creating an associated mail group and (Cliq) channel. However I can see no way of associating a channel with a group if the group has already been set up without that option. So I have a group,
What is the format string for toDateTimeString to conver to a CRM date-time field?
This ain't it. toDateTimeString(time,"yyyy-MM-ddThh:mm:ss","CST");
Editing Automated Journals with sales invoice
So when I am importing bills, the accounts which the journal is hitting are not the ones which I want. How can I edit the accounts that are being associated in the journal?
GroupWise to Exchange Migration Tool Steps
Novell GroupWise is an Email-client Platform and have a good strength of users in some of them are full convinced with its conceptual plan but many of them oppose and fully involved in finding the best way to transfer their data to Exchange server. Novell GroupWise is reliable and trustworthy application but some time it become drawback of this software for instance a file created on one GroupWise system cannot be used by another system using same GroupWise platform in same organization, but user
Create Item | purchase_rate is always ignored
Description: I am encountering an issue when using the Create Item API in Zoho Inventory. Specifically, when I attempt to create an item using the following endpoint: POST https://www.zohoapis.com/inventory/v1/items?organization_id=XXXXXXX
Payload: {
How to build marketing from INBOUND SMS messages like "Text ZEBRA to ... and enter our raffle"
Is there any ability anywhere in the Zoho ecosytem which allows for inbound SMS messages purposed for marketing? I'd like to create a raffle or giveaway where participants enter by texting a word to one of our existing Zoho phone numbers. Does anything
Workflow Rule is not trigging in entirety
Hello I've set up a "test" workflow to learn how to make them work and experiment with what I need. This very simple example should: Add a tag under Condition 1 Send two emails under Condition 2 The first email (Did Not Book Private 1) has been received
Zoho WorkDrive File Preview Online
Using Safari on macOS Big Sur. File previews do not appear for images, pdfs, documents, nothing. Files I was previously able to view online are no longer available for preview. I've tried clearing cookies, signing out, private browsing; nothing works.
Trouble updating a spreadsheet created with Flow
Hi All, My basic problem is the following: I have a Creator App and whenever a customer record is created, I want to create a spreadsheet titled with their name/record ID etc, and then update this spreadsheet with a new line any time certain parts of the customer record are changed. These fields of interest are in a subform. This creates a sort of "audit log", which I intend to use in Analytics. I can create the spreadsheet when the record is created. However, when I move to the next step in the
Getting the thread details in "desk.ticket.thread.moreaction" widget
Hi all, I'm trying to build a widget which looks at a specific thread in a ticket. It's triggered by the user clicking the widget in the desk.ticket.thread.moreaction location. It stands to reason that since this is triggered from a specific thread, not
Ability to clone workflow rules, supervise rules, blueprints, email templates, macros
When setting up Desk there is often a need to use similar workflow rules, supervise rules, blueprints, email templates, macros in the same department or in another department. It would make initial deployments and future changes faster if it was possible
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