How do I send an email from the "Group" email address i.e from sales@mycompany.com?
How do I send an email from the "Group" email address i.e from sales@mycompany.com? I have 3 users and 2 groups, I want to send an email from sales@mycompany.com but I can't see how to do this? Am i being moronic? Thanks for your help
NextDoor on Social
I can't seem to find any dicussion about adding NextDoor to Zoho Social. NextDoor is adding a lot for businesses and I think it would be awesome to be able to add the same level of marketing through Zoho Social with brands to NextDoor. Has it just never
Paste a photo as attachment
In our process we take photos and snaps of everything we do as the job is completed. It would be a time saver, we could paste a snap in the attachment module. Currently, we have to save the snip, upload it, then go back and delete the file. Thanks R
Planned maintenance of Zoho Office Integrator in Indian data center
Hello, Greetings from the Zoho Office Integrator Team! We would like to inform you of an upcoming scheduled maintenance activity for the Zoho Office Integrator's servers this Sunday (14th July, 2024), to enhance its performance and reliability. Maintenance
Cannot receive email from same domain
Hi, I have a wordpress website using mailjet to send email. Last week, I have moved my email hosting to zoho mail. After that, I can't receive email from my website which using the same domain as my zoho mail. I opened the log file in mailjet, I can sure
Time Entry Layout
Is there a way to create a Lookup Field in the Time Entry layout, We would like to be able to assign a product each time we enter a time, or have the ability to do an import for the "ticket Time Charge" field. We classify time-based on the type of work
Open multiple views
Hi, I need to open multiple views. More precisely, I have a button which should generate multiple views, one for each value stored in a list: for each supplier in suppliers { sURL = ((((("https://creator.zoho.com/" + zoho.adminuser) + "/") + zoho.appname) + "/#View:Order?progID=") + input.progN + "&supplier=" + supplier); openUrl(sURL, "same window"); } With "same window" it opens only the view corresponding to the last value. Instead I need a view for each "supplier". Could you help
Prevent deletion record if there is connected records
I want to prevent deletion records, if there is connected records in any other Forms or Apps in my solutions
Get custom fields - Creating FSM Work Order from Ticket in Desk
I have created a custom function to create a Work Order in FSM from a Ticket in Desk. I would like to have some other specific information to come across from the Ticket and populate in the work order. Ticket ID (from Desk) to replace the Work Order Name
different per diem rates per location
is it possible to set different per diem rates per location? Or is there an other way to manage that issue? for example: Amsterdam, The Netherlands , per diem rate 60 euro (based on company requirements) Amsterdam, The Netherlands , per diem rate 20 euro
How to Create a Widget in SalesIQ with a Button to Open a New Quote Page in Zoho CRM?
Hello everyone, I’m trying to create a widget in Zoho SalesIQ that includes a button. When clicked, this button should open the "Create New Quote" page in Zoho CRM. Here’s the link to the page I want to open: New Quote Page I've tried some Deluge scripts,
[Webinar] Simplify Your Receivables with Zoho Books
Hello Zoho Books Community, In today’s fast-paced business environment, managing your accounts receivable efficiently is crucial for maintaining healthy cash flow and ensuring business stability. Join us for an insightful webinar where we’ll explore the
With the free plan, will I still be able to configure my organization's policies? How do category limits?
With the free plan, will I still be able to configure my organization's policies? How do category limits?
How to add invoice article automatically?
Topic: How to automatically add invoice articles Context: I utilize ZohoBilling for managing monthly payments, generating subscriptions via ZohoFlow. Problem: I require assistance in enhancing my invoicing process. Details: ZohoBilling generates monthly
Users are able to view other users' Meeting records despite access being set on 'Private' with no Data Sharing Rule
Hey there, we installed the Microsoft Office 365 - Meetings App few weeks ago and it seems to be working pretty well. However, what I noticed is users can view other users' Meeting records originating from Outlook events in CRM, despite the fact that
Use Bookings to sell in-person classes?
I have a client that sells courses on specific days, limited enrollees, students must be vetted to attend. Can Zoho Bookings be used in this capacity? Ideally the user signs up for a course via WooCommerce and this ties into Zoho Bookings, etc.
Wrong Date Showing on Booking Page
Hi, wondered if anyone has any advice. I have set up a meeting with a custom date range for an in-person event (13-16th September), but on the booking page, the 12th is showing up. I have de-selected the day on availability as well as set the correct
REST API Functions > zapikey in Header ?
Is it possible to send zapikey in the Request header? Current URL: https://www.zohoapis.com/crm/v2/functions/{name}/actions/execute?auth_type=apikey&zapikey={apiKey} Due to some security concerns and project limitations, we like to pass this {apiKey}
Accounting on the Go Series-44:Managing Project Transactions in Zoho Books Mobile App
Hello users, How are you all doing? We’re almost nearing 50 features in our series, and we hope each one has been helpful in making your Zoho Books experience more efficient. Today, we’re excited to talk about a feature that enhances your project management
Facebook Page Appointment Integration
Is there any plans to integrate with Facebook Page Appointment?
Increase the Number of Appointment Reminders in Zoho Bookings
Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement related to appointment reminders within Zoho Bookings. Current Functionality: Zoho Bookings currently allows configuring a maximum of three reminders for upcoming appointments.
Sync Holiday Calendars with Zoho Bookings
Dear Zoho Bookings Support Team, We'd like to request a feature enhancement for Zoho Bookings that addresses automatic holiday blocking within the booking system. Current Challenge: Currently, syncing Google Calendar with Zoho Bookings only integrates
Spruce Up Your Service Documents With Our Customizable PDF Templates
In your business communications with your customers, you need to ensure that you maintain a consistent and professional look and feel for your service documents. Zoho FSM's customizable PDF templates will help you with this. Suite of System-Defined Templates
{"error":"invalid_client"} - postman error
When I run a POST request on postman using the form-data option to pass the body parameters, I am able to successfully retrieve the auth token. But when I use the raw option and enter the body parameters as a JSON object, I receive the following error: {"error":"invalid_client"} Please help! Thanks
Having multiple blueprint/workflow inside a blueprint
I am currently designing a Blueprint in Case Module inside Zoho CRM. Each case has documents(multiple number and varied from case to case) and these documents will have their own blueprint (they go through stages like document translation, document verification,
Error U154: adding new email account
When I add a new email account, an error message appeared: "U154:Oops! Something went wrong. Try again later" Can anyone help solve this problem? Thanks a lot.
Subform scrolling problem on iPhone
Hi! I created an app with creator. Everything works fine except for subforms on iPhone (they work OK on android). A chunk of the subform stays in place, and the scrolling seems to happen behind it. I attached an image to show what I experience on my iPhone
Add a new user
I need to add a new user. I only have 13 active users currently. Each time I try to add the red box appears telling me that I can only have 14 users. I know this, I only have 13, I should be able to add an additional
Custom fields not transferred from Sales Order subform to Invoice Subform
Hi Team, I have created a custom field in both Sales order and Invoice Subform. On create of Invoice from Sales order module using the related list, the data in the custom field is not getting transferred into the invoice subform where as all the other
creating a history record with a custom field
is it possible to create a history of changes to a particular custom field?
Widgets Compare Values
Is there any way to compare 2 columns rather than just the latest and previous based on a date filter. So for example I have Sales Value and Sales Target. As part of the Widget I would like to compare the difference between these 2 based on the Year or
Improved Filtering and Tagging options for Notes
We rely on the notes section across several modules and would love to have some more options in filtering, grouping, and tagging notes. We would like to be able to filter notes differently on a contact or deal and have that choice stay on that record
Kaizen #146 - Assigning values to different field types using Zoho CRM SDKs - Part IV
Welcome to another Kaizen week! In our ongoing effort to enhance your Zoho CRM integration skills, we have been exploring various field types and demonstrating how to manage them using our different SDKs. So far, we have covered the Java, PHP, and Python
Resizing the last column in the report is terrible
Resizing the last column in the report is terrible. Has anyone faced this issue or am I doing wrong here? Please see the video attached.
DKIM cannot be enabled for the domain as no verified default selector present
DKIM cannot be enabled for the domain as no verified default selector present Getting this error cannot see why Any advise please
Add team tag in a ticket
Hello, I'm trying to insert the agent's team into a tag, I managed to get the ticket service agent's name, and put the tag with his name, but I don't know what value for the team field. can anybody help me? Thanks
We are working on Extensions, and hope to be able to create and distribute Canvas as well! Extensionsを作っていますが、Canvasも作成して配布できるといいと思っています
We are working on Extensions, and hope to be able to create and distribute Canvas as well! Is there any plan to support Canvas distribution in Extensions in the future? Also, is it possible to distribute Canvas as a separate template? CRMのExtensionsを作っていますが、Canvasも作成して配布できるといいと思っています
Migration from Reckon Accounts Hosted (QuickBooks engine) to Zoho Books
Hi Everyone I want to move to Zoho Finance from Reckon Accounts Hosted as I have a lot of other things happening in Zoho One and it seems crazy not moving. (Reckon has a QuickBooks back end) I really would like to extract all the data from Reckon, especially
Jalali Date Calendar
Hi, Is it possible to change default calendar custom apps to Jalali Persian or Hejri Calendar date picker in App Creator? Thanks
Issue with Zoho CRM Assignment Rules
In the Assignment Rules section, when attempting to view the rule entries of a triggered rule from the timeline of the Deals module, a warning message stating "Unable to process your request" appears. The owner assignment functionality works correctly,
Next Page