Power of Automation: Automatically create a folder within team folder upon task creation.
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:-
Download customer statement pdf through API form invoice API
Hi, I have a requirement of download customer statement pdf through API in one of my application like invoice. I am able to download invoice pdf through API. But not able to achieve customer account statement using invoice API. Any documentation or suggestion will be appreciated. Thanks
How can I make a field visible/unvisible
Hi I plan to expand my form with more information. But before I do this I need to know if it is possible to make fields visible/unvisible depending on selected values in other fields? BR Dennis Skouboe
Prepaid Expenses (Long Term)
Hi, I have some prepaid subscriptions that stretches out for 4-5 years. I would like to create these as assets, then at the start of each FY, create an expense that pays out from the account. Since I was unable to put money into the default Prepaid Expenses,
Lack of Duplicate SKU Warning Feature in Zoho Books
Immediate Attention Required Dear Zoho Team, I hope this message finds you well. I am writing to express my concern regarding a critical feature that is missing in Zoho Books, specifically the absence of a duplicate SKU warning during the invoicing process.
Migrate Customer data from Sage Accounting into Zoho
Good day, I am moving over from Sage accounting and would like to know if there is a way to import customer transasctions (ie invoices,credit notes, adjustments payment received) so that if I generate a customer statement out of Zoho the last years transactions
Customization of Zoho Books Dashboard for Tour Operator Services
Dear Zoho Books Support Team, Good afternoon! I hope this message finds you well. My name is [Your Name], and I represent Nexa Tourism & Travel, a tour operator company based in Dubai, UAE. We specialize in offering a range of services including holiday
My emails are rejected and show me the permanent error 550
Hello, Please take a look on this type of error. For the last 3 days a lot of my emails were not delivered to the recipient because of "ERROR CODE :550 - 5.0.0 Message Rejected". Please check and let me know how I can fix it. Thank you.
Mail failed after name server changed,
Currently MX point to Zoho, but when name server changed (where website is hosted for the domain), Zoho cant identify the MX records. My question is, because I am using godaddy, and i can only change the MX record when it is pointed at their own server.
Error: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
My outgoing messages are blocked. Kindly mention the reason and unblock my email id sales@nalin24.com . Error: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
【Zoho CRM】ウィザード機能に関するアップデート
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」の中からウィザード機能に関するアップデートについて紹介します。 Zoho CRMのウィザードは、担当者がフォームに情報を入力していくだけで、CRM にデータを登録できるようにします。入力された情報に応じて、表示されるフォームが自動で切り替わっていくため、担当者は目の前のフォームに答えていくだけで、登録に必要な情報を揃えることができます。 本アップデートで、ウィザードに2つの新機能が追加されました。
Does anyone know what the standard fields in Zoho Campaigns are?
I am trying to clean up my custom fields as I think I have duplicated some fields because of working in multiple languages. I am looking to clean up my custom field list, but would like to know what the Standard fields in Zoho Campaigns are. Is there
Attachments to invoices not visible online at the PAY NOW link
I have the various options checked to include the attachments to my invoices when they are viewed online. However, when my invoice is sent to a client that is not using the Client Portal the attachments are not showing up. What happens is that: the client clicks on the "PAY NOW" link in the email that is sent out with the invoice and then they click on the invoice number at the top of the Pay Now webpage their invoice is then displayed, but without the attachments... even though they should be
Zoho emails sent to Microsoft (Outlook, Hotmail, etc) always got to spam!
I've configured my email with MX, SPF, DKIM and DMARC and everything is correct and works for all emails with the exception of the Microsoft ones that are being received as SPAM all the time. How can we fix this issue? More people are complaining about
Selling products/services on my website
I use Invoice to manually invoice clients for services after the fact. However, I would ideally like to allow clients to purchase some products and services in advance through my Wordpress website. Is there any way to embed products/services that I've
Is Zoho Workdrive API locked behind a paywall?
We're using the paid version of Zoho to gain access to some more apps, but only the Free Essentials Plan in Zoho WorkDrive. Does this enable us to use some API requests, or do we have to pay for the storage as well? I tried some simple scripts, like for
Reuse fields on other forms
I'm only just beginning to use Forms, though we have a custom form in Creator currently. Once I create a pick list with custom values on a form in Zoho Forms, is it possible to reuse that same field/picklist values on another form? For example, I want
Check data of subform with Client Script
Hello, I read in the this post its possible to access the data from a subform. I have a custom made subform in the Sales Order Module but just can't access the value of it. I get the API names with getApiName() done as the Docs describe. But not the data
Copy Workflows between departments
I have workflows that I want to copy to different departments... is there a way to DUPLICATE or COPY a Workflow from one department to another?
invalid oauth token
Hi Folks, I am generating grant token using uri redirect(https://accounts.zoho.in/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id={client_id}&response_type=code&access_type={"offline"or"online"}&redirect_uri={redirect_uri}) after that using grant token
Subform Notification on Edit
Hey friends! We're working on a way to notify a specific user when a subform is edited. As there is currently no way to do this natively, we have a formula column that looks at the length of other columns and then adds them to an aggregate field so that
Complete Placeholder List?
Do you have a complete list of placeholders that are available for us to use in email notifications? A complete list would be helpful, but right now I am trying to find a placeholder for the first and last name of the person who actually places the order.
No Longer Getting Calendar Event Email Notifications
My calendar events have a default for email notification 1 hour before. But now I am not getting them, maybe just the last day or two. I have checked several and they show as expected. I created about 5 test events with 5 minute email notification, but
Default ticket template zoho desk
Hi. I've created a ticket template. However, when I want to manually create a new ticket, I need to select the specific ticket template first. How can I set this ticke template as default, so that I don't have to select it each time?
Zoho flow can't see filled in single field entries?
Hi everybody I have a question I can't seem to find the answer to. I am testing a simple flow that creates a module entry in module B anytime I create an entry in module A in Zoho CRM. Hi all, here is my issue: If I manually add details like first name,
Ability to see historical preview of past ticket for contact/account in the Ticket Properties section
Hello. Would it be possible for us to have a snapshot of the current contact/account's ticket history in the Ticket Properties section when we're doing a ticket? If we could have a small bar that shows how many tickets the contact/account has in what
Cannot import Zoho Calendar into another apps
When I export the Zoho CRM calendar, the file exported is null and I cannot import it in other apps (I tried Outlook). Last week when I did the same thing, it worked successfully. Please help!
Enforcing the Zoho One UnifiedUI
After more than two years from initially introducing the Zoho One UnifiedUI, we have received a lot of good feedback regarding the performance and usability and we have also been able to enhance this feature in a myriad of ways. Now that the UnifiedUI
sending json in the body of a webhook POST request.
Hello, I am creating a POST webhook in zoho crm. It allows me to add url params but I want the BODY of my POST request to contain a json object. How can I do this? There seems to be no way to add json in the post body. Thanks, Samar
DESBLOQUEAR MEU EMAIL
Por gentileza poderia desbloquear meu email xxxxxxxxxx! Não estou conseguindo trabalhar.
Issue when tagging users in Notes within Zoho CRM
Hello Enterprise Community, We are aware of an ongoing issue that is occurring whenever a user is tagged within a note in Zoho CRM. The notification email that is sent for these notes is including "#COMMENT-CONTENT" in the place of the actual note's content
HTML Email Template Edits Not Saving
Good day, I am currently editing my Zoho (New ticket) email template (HTML), but after editing the code I am unable to save the changes made. I find it odd that I am able to create the email template and save it, but as soon as I try to edit the code, it won't save at all. What do you think the issue could be? (The code is roughy 500 lines, but the content of the email template is well under the maximum 32,000 characters.) Thanks
Empty body in zoho webhook
The webhook cb from zoho to my server after a custom reward redeem request, has an empty body, params or query. Please anyone know how to fix that?
Phone app not showing all Contacts or Accounts
Every time I want to use the phone app in an attempt to find a Contact or an Account name, the App shows multiple records but NEVER the one I am looking for. Is this because I have many thousands of records and the App cannot handle it, or, is this a limitation of my iPhone? Induna
No Code SMS via Workflow
Is there a way to be able to create SMS (via Zoho Voice) without the need for deluge? In other CRMs they have this option where you add it to the workflow. This is how it should be designed. 1. A simple box pops-up that will allow you to type in your
Schema Builder in Zoho CRM for database relationship / architecture model
As we are expanding with many new features especially within CRM on a regular basis, I see a need of having a Schema Builder or at least a view of architecture behind the standard and custom modules. The enterprise market requires a regular CRM optimization
Persistent Issues with Zoho ERP
Dear Zoho Team, I run a textile trading business and have been using Zoho for the past year while also maintaining my previous software due to initial uncertainties about Zoho's performance. Despite investing significant amounts in customization and license
Exporting to Excel truncates number values
We have a table for tracking time. One of the fields is for hours. Hours are recorded to two decimal places (e.g. fifteen minutes is 0.25). When I downloaded the records in Excel format, all the numbers had been truncated and set as whole numbers. Fortunately
Introducing Metrics - Zoho Creator's centralised visual dashboard to stay informed about usage statistics
Being such a comprehensive platform, the statistics in Zoho Creator often span many modules (like Users, Portals, and more)—and when there are large numbers of applications, users, and portal users, keeping track of their activities in a centralised space
Format Books item text via API creation
Im creating estimates with the API, is it possible to format the text of the items in the Quote?
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