App Custom Icon Not Work
Hello Zoho team, I have set a custom icon in the code-signed Zoho Creator application but not work. Also discussed this with the Zoho support team but still have not solved this issue. As per the Zoho technical team's suggestion, We checked by installing
SaveUrlParams question for Office Integrator
I have the following setup for a CreateDocument call. Other than the content, the other parameters seem to be coming in as null. Is there something I am missing. My current code: var documentId = Guid.NewGuid().ToString(); ... SaveUrlParams = new Dictionary<string,
Help with Schedule Function that Updates Deals Field
I want to run a schedule function daily that if certain criteria is met, a field in that deal gets updated. I have a date field "Last_Day_of_Coverage". If the date in that field is exactly 90 days from today, I want the scheduled custom function to update another field "Has_User_Renewed_Policy" to "In Progress" on that deal. I have previously worked with Deluge, but it was always from within a record. I don't know how to make a custom function check all the records in a module to evaluate if a specific
Scanner for ZOHO Docs
I am planning to digitize the files in my firm. Is there a particular scanner that works best with Zoho DOCS?
Migrating Goldmine to Zoho.... need to keep Account field populated in the child records....
Is there a good tool or expression trick to getting all the empty Account field populated with the correct Account name? In a spread sheet, they appear just under their parent record, but without the account field is left blank. My understanding is the this is a result of 'normalization' process of databases. Anyone with knowledge of a graceful way to accomplish this? I have about 6500 records, so don't really want to do one by one. Thanks, -Paul
Can AR grid lines be turned off from the Agent console
When our agents start a Lens session with a customer the AR grid lines automatically overlay onto the video. I know that the customer can turn these off from the app on their phone but don't see any way for the agent to do it. Is there a way for the agent
Anchor Links Canvas View
Is there a way to create Anchor links in Canvas view for modules? My team prefers the look of Canvas view BUT likes the functionality that we had with the Related list in Standard view in Account and Contact CRM. Example - in Standard View if you clicked
Blueprint - Clickin gon the Transition - next transition buttons pop up...
Hey there.. I'm trying to wrap my head around the deals blueprint scenario. Here's an excerpt I'm in the "Offer Creation" Stage and I have two options: "Send offer to client" & "Lost" So far so good... If I chose "Send offer to client" now, I get a prompt
Don't save in the notebook I select
My screenshots and other stuff I save in my notebooks. Won't save in the notebook I choose anymore. I click on the screenshot and click on share and then click on the notebook app. And then instead of let me choose the notebook I won't. It wants you click
License manager for custom (non-Zoho) app
I am a Zoho One customer and am developing a non-Zoho app to be installed on premise for which I need a solution to manage subscription expiration. I have built little database apps in Creator before, but this would need to allow querying over the internet
Inflated Zoho Books Value from an erroneous inventory qty
Facing an issue where we have serious trouble with inflated zoho books value showing up due to an inventory entry and adjustments. 1. On July 1, by mistake the stock availability of an item was updated to 9999999 (this is a mistake done by an automatic
Error Message with Deluge Workflow
Hello everyone, I have this Deluge script that executes whenever another form is successfully submitted: insert into New_Site_Assessment [ City=input.City Homeowner_Email=input.Homeowner_Email2 Homeowner_Name1=input.Homeowner_Name Homeowner_Phone_Number=input.Homeowner_Phone_Number
OfficeIntegrator API Question
I am attempting to do a POC on Zoho. I am attempting to call the CreateDocument API and attempting to pass in the SaveUrl to our server. This what I have for the SaveUrlParams object SaveUrlParams = new Dictionary<string, object> // The output parameters
Icons used in Zoho Desk
Is there a place where I can get more of the same icons for other modules as I would like them all to match the same style
Widget with text value
Hi! I have a list of names and I want a widget that will show me the name I filter with. Like logo, since the dashboard is dynamic, I want that each time I change the filter, the widget will show the relevant name. Is that possible?
Changing default Ticket Status
I want to add a default status of New to all of my ticket layouts for a department so that things can be triaged before moving to Open. How can I change the default from Open to New
Another way to limit the number of options for a range of numbers than using pick list method?
Hi, I would like to limit the range of numbers a user can select for a pick list, e.g. 0 to 3. I have implemented this using the pick list option, but find that I can't plot the charts I want in Zoho Analytics, because a pick list item is a text data
cannot access my Zoho Boox account
We are Mecca Food Industries Company We were registered in the Zohobox program and we paid the fees with the identification number 150000063689 For days, I have not been able to access my account. I changed the password and a verification number was sent
Menu
It seems that the templates in Zoho-Sites only have the option for 5 menu items. This is not adequate for my business. I need a 'mega menu' style navigation on my site, where, if you have hover a menu item, a sub-menu drops down, as in this this site:
Input validation phone number
I am trying to find a way to make field constraints for input of a phone number. Example: France (country code 33) local number 0142687984 should be input as 33142687984 and not for example 00331 42687984, 0033 (1) 42687984, +33 1 42 68 79 84 etc basically the number should never start with 0, should not include spaces or signs like + ( ) etc and should have at least 9 digits I have been trying to find a sample for deluge scripting but no success. Please help
550 5.4.6 Unusual sending activity detected. Please try after sometime
I got error, even though my admin already unblock me from the admin console, please unblock it. Thank you
Lost mail
Hi. Mails from 2019 - 2023 have disapeared. Can anyone help me?
OUTGOING BLOCKED
Dear Zoho Support, my info@gbdelivering.com outgoing E-mail is blocked please help me. Thank you
Team as a Ticket Owner
Is there a way to include a Team name as a ticket owner? Thanks Rudy
Data types are not imported from Subforms
I have a subform in Zoho CRM Contacts. With Date type, Currency Type, and Text type. When i import to DataPrep, the Dataset shows all fields has TEXT. The same problem when trying to export data from DataPrep to that subform in Zoho Contacts. The system
Price lists not integrated from Inventory to Commerce unless top tier?
I am today very angry/ flummoxed to discover that price lists are not integrated from inventory through to commerce unless you are on top tier? After using a trial version of commerce to set up a B2B portal for a few weeks where 'price lists' were available
Price list functionality is available in Professional plan?
I am currently in starter plan. I am looking to add differential pricing based on the Geography of the customer. Please clarify the below points: Can differential pricing based on the Geography be enabled using Price List functionality? If yes, is the
Zoho Mail - Keep multiple search results tabs opened
Hello, When using the search in Zoho Mail, every new search erases the results of the previous one. Is it possible to keep the existing search tab and open a new tab for every new search ? Thanks
Question about Data Retention in Zoho Analytics after Importing
Hello everyone, I'm currently working with Zoho Analytics and encountered a query that I hope this community can help me with. When importing data into Zoho Analytics, there's an option for "Cleanup" which allows selection of the data's age. I have two
Project template Zoho execution
Hello guys, Is there a Zoho Project template for the execution of all Zoho apps for clients? From changing DNS records to connect Zoho and send from Zoho all the way to the most complicated apps to implement when the client has grown exponentially? Thank
Zoho Much Slower Than Usual
Hi Zoho Team Over the last 3-4 weeks I have noticed a major slowdown with Zoho's speed using dashboards, and also when trying to import data and edit graphs. Is this a problem other accounts are experiencing, or am I having a unique problem? I have performed
Account-governed access to docs in Commerce
We want to sell access to documents that would be accessible only to logged-in users who had purchased them, and which could not be downloaded or printed. Is this possible? Thanks Pete
Create an automated workflow with different applications using Zoho Forms and Zoho Flow integration
Integration helps establish a connection between applications to create automated workflows. If you’re a Zoho Forms' user, then you probably know about some awesome integrations like Zoho Forms with Zoho CRM or Zoho Sign, and more. Zoho Forms offers direct
When signing up for the User portal users not getting email for setup
When signing up for the User portal users not getting email for setup
have multiple Form entries in zoho crm
Hi So I have zoho one and I want to have a user to fill out a zoho form and be able to view it in a user portal in zoho crm. The user should be able to fill it out multiple times and have different entries for each. For example I am a therapist and I
Sendmail when records in module are edited, Zoho CRM
I'm trying to create a function that will work in conjunction with a workflow rule. The workflow rule activates when any field in the Clients module has been edited or created. I want to make the function record what changes are made to records in the
Problem resolved
After consulting Bluehost, the problem is now resolved. The problem is not of your making but not of Bluehost. Thank you.
Three state decision-box
Hi, if i use a decision box field in a form and make it mandatory, i can submit the form only if i flas as true. I thinks that is better to make it with three state, true (V), false (X) and null(-) if i make it mandatory cause of a mandatory decision
Introducing advanced statistics for all your social media posts
When you're publishing on social media, it's important to understand how the audience engages with your content. This insight helps you come up with ideas for different types of content and also identify the social media channel that's most effective
Marketer's Space - Unveiling the top features in Zoho Marketing Automation
Hello Marketers, Zoho Marketing Automation enables you to generate high-quality leads, segment your customers for laser-focused targeting, automate workflows, and gain deep audience insights—all within a single platform. Let's explore the top five features
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