is there any way to cancel in Leads "last name" as mandatory ?
i dont need to use this section is there any way to cancell it ? Moderation Update: There is an ongoing discussion on the same in a different post. Our product team has analysed the comments and regularly share updates on the progress. We request you
Campaigns Automation stuck
I have an automation in Campaigns. When I first created it and tested with myself as a contact, I went through the trigger (link clicked in an email), and then got an error that the contact didn't have required information to create a new task in the
How to get full data for salesperson in Zohobook
Hi, I'm trying to get full data for salesperson but can't do it I see we can using some ways salesperson = zoho.books.getRecords("salespersons",organization_id, "zoho_books"); salesperson = zoho.books.getRecordsByID("salespersons",organization_id,salesperson_id,"zoho_books");
Require freelancer for CRM customisation
Hi, I am looking for a freelance Zoho CRM developer to customise it for our organisation. And integrate it with couple of other Softwares we use. Prefer people from Mumbai or Vapi area. I can be directly contacted on rrahul@akar.co.in Regards Rrahul Hansuka
Zoho CRM Documents sync with Zoho Mail
I wanted to put in a request for the Zoho Mail add-on for CRM to have a sync with the new Zoho CRM Documents so I could download an attachment from my mail directly into Zoho CRM Documents AND/OR a sync between Zoho CRM Documents and Zoho Docs which already syncs with Zoho Mail. Thanks Nolan
Wrong URL ????
hello, I have built the interface to the "Calendar". See attachment 1. The updating of the token when the time has expired is also successfully implemented. (will be automated later in the query) Only here I have a problem. https://www.zoho.com/calendar/help/api/get-calendar-list.html
Announcing new features in Trident for Windows (v.1.11.4.0)
Hello Community, Trident for Windows introduces exciting new features to enhance your calendar management and workplace communication. Let's take a quick look at what's new. Annotate images in Cliq You can now choose from a wide range of annotation options
Association specific Merchant account with specific fee account when recording payment
Hello, I've been looking everywhere for how to do this but have turned up no easy way to accomplish this. I have a customer pay via Venmo and there is a charge associated with that transaction, when i input that charge in the "Bank Charges (if any)" section
Website won't load
When I attempt to access my website hosted on Sites (www.recoverynav.com), the site won't load and shows a message that the website isn't secure. I've already attached a security certificate. Can you please help?
Expression Help
Hello, I'm trying to work within the expression editor in ZOHO Creator. I have a field that currently is populated to say Valid or Expired depending on whether or not the date is after the current date. That looks like this, IF(NCIC_Expiration_Date >
WBS scheme
Hello everyone, I want to know if it is possible to get a WBS (tree) scheme with Zoho Projects. Similar to what you get from WBS Pro software.
efficient way to assign work hours to owners across tasks?
I typically scope my projects by listing out tasks and estimating how many hours my team will spend on each task (see below). Is there a view that's similar to this or a way to quickly plug in work hours across tasks when they are shared by multiple
Compare versions or changes in Zoho Show
Hi, Is there any way to highlight or easily see changes between versions in Zoho Show (or any of the Zoho Office suite)? It is difficult to tell what has been changed.
How to get all the items in Zoho inventory?
I'm currently attempting to get every item from Zoho inventory since it appears that the default call only gets 200 records. The problem is that the only way I could find to get more than 200 records is in CRM but I couldn't find any way to get more than
Prevent form submit if the record has changed while the form was open
We have a common situation that causes unexpected behaviors in our creator apps. Does Zoho have a fix for this, since it must be common for lots of folks? 1. User A edits a record which opens the record to a form 2. The record is changed elsewhere (e.g.
Address Auto-Complete - API Help
Hi There, I'm trying to create an address autocomplete using an address API, I've gotten so far from pulling from other online sources but have come across an issue I'm not sure how to tackle. I'm not a dev firstly so just trying to piece things together
Fully Automate Contract Request and Send For Signature
So I work as a hypnotist and all the clients I work with are on programs. I have exactly one contract that I use in my business that has exactly three variables. The number of sessions, the cost and the length of the program itself. I use CRM, Contracts,
reconciliation of bank accout
I don't know if I'm the only one that is unable to reconcile the bank monthly. Due to not being able to "match" The checks or other transactions that are single i have no problem matching its the CREDIT CARDS. the total for he month matches but not per
Credit card issue
Hi guys, I have two payment method enabled, Stripe (Credit Card) and Paypal. If customer select Credit Card at checkout ZC open Paypal page. We notice this issue just now....someone have some problem? Thanks,
ZohoDesk outgoing emails blocked by SpamCop
Some outgoing messages being rejected as junk mail because ZD mail is blocked by SpamCop's filter This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is
How do I add SalesIQ livechat to my WHMCS (php) panel and also my JavaScript site?
Hello I require assistance in adding SalesIQ livechat to my WHMCS panel (php) and also to my JavaScript website. Thanks!
How to generate a random number in a main form field through a deluge, so that every time the form is finished it is generated?
How to generate a random number in a main form field through a deluge, so that every time the form is finished it is generated?
How to Change Sender Email Address ZOHO SIGN
Hello Team, Greeting of the day, I have a query related to zoho sign, Can we set any custom email address in zoho sign to send the sign document or set any kind of USER Email Address, if anyone have any kind of response please do the comment. Thanks &
Zoho Creator | Can I filter Report between two dates?
Can I filter Report between two dates? I mean like can I have two calendar field to generate a report?
💡Important Update: IM Channels' Active Chat Time Extended to 24 Hours!
Hi Everyone! We are happy to announce an update to Instant Messaging Channels (Facebook, Instagram, WhatsApp, Telegram, LINE, and WeChat) that gives you more control over your active chat timing. Now, you can manage your chat idle time separately for
Knowledge Base Accordion elements in HTML
I am wanting to build up a user guide in your knowledge base using articles. I would like to use collapsible sections (accordions) elements in my pages to make the reading better. I have used Bootstrap Accordion before or looking for other types of Java Script I could embed in the HTML editor of articles. Is this possible?... any advanced plugins or other I can use to make more rich content in my articles? Â
Desk API - what is the correct way to associate a new ticket to an account.
We are trying to automate the creation of tickets that are linked directly to an accountId Some background. When we onboard a new customer, we create their new account in Zoho Desk that contains all of the company details for that customer, and we link
API to get Spam Tickets.
Currently the result of Ticket Search API does not include spam tickets. Is there any params or filters need to be added for Ticket Search API to list spam tickets or Is there any another API that lists spam tickets? Please provide the API details.
Flutter - Unable to SHow Create Ticket
Hi Team, I have initialized the Zoho ASAP SDK by calling the ZohodeskPortalApikit.initializeSDK() function. Now when I try to show the create ticket using the ZohodeskPortalSubmitTicket.show() I'm getting the below error. Unable to start activity ComponentInfo{com.xxxx.dev/com.zoho.desk.asap.common.activities.ZDPBaseActivity}:
Zia search
Still no purchase orders, bills, expense or sales orders modules are included in Zia search, even though the drop down says "All modules". If I search for a SO number, PO number, a bill number or vendor nothing is shown - strange behaviour for a search
Email Communications on Invoices via API Checkbox (Automatic Email Reminders)
We have a script that creates an invoice in Books from CRM when a deal reaches a specific stage. When that invoice is created we need to ensure the check box is checked on the Email Communications section of the invoice. The purpose of this is so the
Can't view image using the link fetch from the zoho form.
So I connect the Zoho Form to Zoho Creator using the Zoho Flow but I can't view the image uploaded in Zoho Form. [{"path":"https://forms.zoho.com/api/form/Test/formperma/gufkgOxKaltV2K1ztByKn-pEw1C2GDFTz7t7RRnzGQY/resthookdownload?filepath=/Test/FileUpload/1719376590442_4.jpg","extension":"jpg","name":"4.jpg"}]
Can't connect my O365 Email to CRM
Hello, I had my MS Exchange account integrated, via IMAP to Zoho CRM for over a year and it all worked well. We have recently migrated all our email addresses to Office 365 and I can no longer connect. I've tried many things, including disabling the security
Auto-update Category on an expense when 'Billable' ticked
I want to be able to auto-update the Category on an Expense if the field 'Billable' has been ticked and possibly also have a pop-up box letting the user know that has been done so they can accept or decline to change. Does anyone know how to do this?
Working with Monthly averages
Hi everyone! I am trying to work out an issue...our church has a week of Monday through Sunday. I am trying to do averages on our months (which is dicated by Sundays) For example, the first Sunday in February is 2/4, so I want Monday - Sunday to be a
Workflows/scripts/custom functions stopped working after deactivation of the admin user who created them
Hi there, one of our admins left the company, so I had to deactivate his user. Sadly, this results in chaos, because nearly all of the workflows, scripts and functions he created in Desk, Analytics and Flow stopped working. We changed the neccessary connections
Parts vs Products
I'm a bit confused regarding Parts vs Products. Example: I have a plating tank that is used for dipping metal products in. I am assuming that that is a "product", and the asset would be any "instance" of that product. For example, Tank #37278 at location
Creating a parent-child relationship between modules
Hello, I have a few custom modules all attempting to use the Email related list exactly as the Accounts module does (showing in the Account all emails sent to the contacts associated with it). It is my understanding that this does not work the same way
Troubleshooting an automated workflow email - usage stats not matching
I set up a rule to send a "New Approved Job" email (we named our Deals module Jobs) when certain stages are reached. To ensure it does not send this email multiple times, I set up a checkbox field that will be hidden from the layout called "Active Job
Creating a Report using a multi-line text
How do I create a report to determine to distinct count from two columns: (i) a unique ID column and (ii) multi-text column (with a ; delimiter) For example User ID Colour Preferences 1001 Blue; Black 1002 Black; Red I want to create a chart that counts
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