Cant Access Zoho Creator
Hello, I am having an issue accessing the zoho creator page from my Zoho login. I had been working on an app for well over 2 hours with no issues, then suddenly I got the attached error. My login still works for our other zoho services like zoho invoice, but no longer for zoho creator. I can log into the zoho creator mobile app, but my records are blank-only when I click edit do I see the information entered. I am the administrator on the account and no other uses have access to these apps and data.
How to see which invoice is using a specific Invoice Template in Zoho Book
I'm trying to clean up our rarely used Invoice Templates. To do this I have to remove them as a selection from all invoices (otherwise you will get an error " template is in use" My question: How do I find out which invoice uses the Invoice Template in
Analytics not listening on 8443
Hi I've installed Zoho Analytics on-prem on Windows 10 a couple of times now and everything seems to go to plan and the service runs. I'm leaving the setup on the default port 8443, although I have changed this to try another port. But when I check listening
Send service resources a SMS via twilio once a service appointment is assigned to them
I'm currently working on integrating Twilio with Zoho FSM to automate SMS notifications for our service resources. Specifically, I want to send an SMS to our technicians as soon as a service appointment is assigned to them in Zoho FSM. I believe this
Enhancement in Field update and date/time based triggers in Workflow
Hello everyone, Workflows allow to automatically execute a set of actions whenever the defined criteria is met. For example, whenever a new lead is created an introductory email is sent. So this action will keep occurring automatically as long as the
What is Zoho DataPrep? | Self Service Data Preparation
The productivity provider SaaS provided Zoho entered the business intelligence platform field in July 2021. Zoho announced an AI-powered data preparation, business intelligence, and self-service platform application that combined the new Zoho DataPrep
Better Filters in Zoho Desk/Community Forum-Knowledge Base
Hi, Just A feature request and product enhancement suggestion: I Just searched for something in the community and realized that there is no way to filter the results based on the the existing data like: filter based on - Topic / Request And/Or - Topic
NEW RESPONSE CLOSED TICKETS NOTIFICATIONS PROBLEM!!!!
Dear All, We have a big problem with Zohodesk. As you know, when a ticket is closed, the customers can continue to reply to the same ticket via the same email chain. To be able to be aware of this situation, we have a Workflow rule to notify our agents
Loading multiple images efficiently in Zoho Creator
I have an app in creator that is linked to a report template in Zoho Writer. One of the fields is a sub-form just for uploading images. Upon successful merge, the images uploaded through the sub-form will be arranged as a table with single column in the
Campaign template: change of color of bulletpoints and caption
Hi, I have an image with text in my email design. Below the image is some text (caption). I would like to change the color and font. Furthermore I have some bullet points and need to change their color as well. any idea how to do that? thx.
How to filter by date ranges in created_time in the /api/v1/requests api?
Hi, question, will anyone know how to filter by date ranges in created_time in the /api/v1/requests api? for example, get listing when the created_time is greater than one date and less than another date. best regards Roberto
String to float in Zoho Flow
Hi, I have set up a Zoho Flow between Zoho Books and Zoho Sheet to catch quotes with certain filters. the problem occured with amount data format. In Zoho Flow I get the quote amount as string and it is pased into Sheet as a text. Doeas anyone have any
Missing data rows in Zoho QuickBooks Analytics
Dear All, We seems to be experiencing an issue where we are missing data rows at least one of the tables synced via Zoho Analytics QuickBooks Analytics. The Budget Details, and related Budgets, tables are not synced by default when establishing/setting
Zoho CRM Blueprint 3.0 — What's in store for you!
Hello everyone, We hope all of you are doing well. We are excited to let you know that we have launched a set of useful enhancements in Blueprint. Here is a rather elaborate post on what those enhancements are and what to expect. Feel free to get back to us with any questions you may have. Summary of enhancements: SLAs now support automated actions apart from existing default email alerts. "Same-state looping" has been introduced. The During Transition settings now let you mandate Tags. Introducing
Ability to access saved filters when the filter pane is hidden
Hello, a request here to be able to see saved filters when the filter pane is hidden. The benefit - This would free up an extra 15% or so more useable area for Kanban/listview because the filter pane can most be kept hidden ***NOTE - original request
Zoho assist unattended specify group when installing from command line
Hello, if I am installing Zoho Assist unattended agent from Intune or group policy, is it possible to specify the group the agent will be associated with on the command line? For example, the Intune deployment documentation says to use this command line
Scheduled tag addition not triggering workflow in response
Hello, I have 2 workflows : workflow 1 and workflow 2. Workflow 2 triggers whenever a specific tag(reminder 3) is added to a contact. When I manually add the tag, workflow 2 seems to trigger alright. But when the same tag(reminder 3) is added through
how many contacts can I import from salesforce
it appears I'm on free version and can only import 20 or so contacts or accounts. Am I missing something?
Zoho Community Support Idea
It would be extremely beneficial to the users and employees of Zoho if community posts about problems people have included actual information on possible causes and solutions. Every single issue I come across has multiple threads on here from different
Zoho Rollup Summary Field: An Overview
Zoho CRM is a powerful tool for businesses looking to streamline their sales processes and improve customer engagement. One of the features that makes Zoho CRM stand out is the Rollup Summary Field, which allows you to perform calculations on related
Tip #40 - Control entity and field permissions using profiles
Building profiles using permission sets equips you with the ability to permit and restrict data access to members belonging to those profiles. Creating different profiles with different combinations of permission sets allows you to set a hierarchical
About Zoneminder (CCTV) and Zoho People
Hi team I would like to implement a CCTV service for our branches, with the aim of passively detecting both the entry and exit of personnel enrolled in Zoho Peeple, but my question is: It is possible to integrate Zoho People with Zoneminder, I understand
How to push "Lead Score" from Zoho Marketing Automation to Zoho CRM?
Hello, Can you please show me how to set up the "Lead Score" push from Zoho Marketing Automation to Zoho CRM under CRM Lead contact? I also found this previous discussion but I can't find the screen mentioned https://help.zoho.com/portal/pt/community/topic/score-integrate
Spacer Element
Hello, How can I check and edit the size of the Spacer in elements? Freehand spacing is difficult to maintain precision.
Configure Lead Owner At Form Level
Converting all of our 123Formbuilder forms to Zoho Forms. Rebuilt them and setup the integration. I can't figure out how to set the Lead Owner by form so they are assigned to the correct User. Any help would be appreciated.
Adding data from one module to a custom module
Hello! so i'm trying to make a function to transfer information from one module to another. Essentially when a contact is "closed" i have it move to a new module to reduce clutter, but some information needs to be saved. I already maxed out the line limit
Is it possible to edit a report in Zoho CRM?
Hi, I created a report in Zoho CRM Reports joining 2 tables, but now I would like to join a 3rd one. I can't seem to find the button for that, so I'm guessing that feature does not exist (?)
Forwarding tickets on behalf of a customer (no ticket creation!)
Hello, I am aware of the possibility to create a ticket in the name of another person (a customer). I wonder how I can manage the following situation. There is a customer ticket and I receive an email in my mailbox (not connected to Desk) and I want to
Create tickets on behalf of the sender while forwarding emails
So I was chatting with Rahul today, thanks for your help. (You guys need to update your support page where it says manually entered tickets are set to unassigned. They are not, they are set to the logged in user but please make that an option to default always to unassigned.) Anyway, our sales and customer service team forward a lot of emails to our support department. Now that we are using Desk we want to just forward customer support requests there. However, we found that even if the support person
Mot passe qui ne se change pas
Je tente d’actualiser mon mot de passe et zoho vault ne le change pas et la fois suivante il est encore avec l’ancien
User Tab is Missing
I am trying to add users to a project and noticed today that there is no User function on my sidebar anymore. I have not changed my plan or anything.
Zoho ONE groups
Hello everyone, I was looking to do some automation with groups inside Zoho ONE. I can't find any way to do the followings. You know when you go to application you can have conditional assignment, I would like something similar for groups or at least
How to create a budget remaining field
Hi all, I am trying to figure out a way to display a field that takes a total budget figure and subtracts it by all the associated records with that specific tag to have a remaining budget figure in the budget form. Budget Form: This form is where the
No puedo AUTENTICAR el dominio para conectar con systeme
Cree mi cuenta en Zoho, ya tengo mi correo verificado, pero al intentar crear automatizaciones en Systeme me dice que debo AUTENTICAR el dominio en Zoho y me piden que edite los codigos DNS pero no encuentro como hacerlo
Unable to create new sync to crm
Hi, I'm trying to add a new sync to CRM in Campaigns. When I click on 'new sync' > 'immediate' & select 'contacts', I get a message 'Unable to connect to Zoho CRM.' I already have 2 syncs which are working so it SEEMS connected. And in the integration dashboard, the CRM tile has a green dot saying 'connected', so I don't know what else to do. Please help!
Prefilling information before sending
I am trying to work out how I can complete certain details before sending a form for signing Basically we have an order form, so we can link company/contact details from the CRM no problem It comes to services/products that we are provding, that would
Change Send in Order for Recipients
Once a document has gone out, is there any way to change the sign in order of the recipients? With someone on vacation, it has stopped and is holding up the process. We'd like to have it move on rather than wait a week.
open mail message in new window
How do you open a message in the inbox in a new window by itself?
How do i add AUDIT Logs via API
i want to save user actions to audit logs
Create a Duplicate Task from 1 Project to Another
Hi, is there a way to create a duplicate task from Project A to Project B with the use of automations?
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