Zoho Developer Community Monthly Digest - May 2024
Hello everyone, Welcome to the May edition of the Zoho Developer Community Digest. Let's explore the upcoming events, valuable resources, and insightful community discussions. Dive in for a dose of inspiration and stay connected with the latest updates!
Save a Quote as a template.
I know you can create templates for quotes however I am unable to create a quote for a customer and save it as a template. Many of our quotes require many of the same products/services, it would save a lot of time and prevent forgotten items by using
Remove 'Check In'
Is it possible to remove the 'Check In' option and attendance function from Zoho Cliq? We don't require this functionality.
Cancel my current subscription and get a refund
Hi I subscribed few hours ago to Mail Lite Plan but unfortunately it is not as I expected. I wanted to be able to add 30 domain and 30 organisation users but the plan won’t allow me more than 1 users otherwise I will have to upgrade! I’ve seen here that
Social Media Simplified with Zoho Social: Collaborate and get work going with your team
Say you work for Zylker Travels, and you've seen a nice and engaging mention about your company on Facebook that requires a response from the brand. But you're new to the team, so you're a little hesitant to respond to it immediately. You go on to take
help
can u check my dns i can not eneble dkim idk why
Technical fields are also not loaded
Hi, we have a problem with passing UTM tags to the order UTM tags are still not delivered to the order, even after you have made the edits Here is an example of the remaining order https://crm.zoho.eu/crm/org20092370698/tab/SalesOrders/615595000013525290
All my users are deleted. Only the super admin account exists
Hi, I was using the free zoho mail version and I have created 25 mail accounts under my domain. So just about few minutes ago all of those accounts got deleted.. only the superadmin account there. Please help.. this is a big issue for us. Thanks.
How to trigger a form from a message card's button in Cliq
Hi all, I would like to implement the following use case for my teammates: At 5 PM every Friday, a notifier (message card) will be sent to all teammates via a bot. Teammates will click on the button in the message card, which will trigger a form. Teammates
BEST WAY TO MIGRATE/ NEW ACCOUNT CREATION
Hi I want to migrate my domain from gmail servers. I have no clear idea how the best way. I created this admin@mydomain.com account and even though there is no such account it let me create an account. Now I am confused. I only need x@mydomain.com single
Pre-selected Options for Checkbox and Radio Button Fields in Booking Forms
Dear Zoho Bookings Support Team, We'd like to request a new feature for Zoho Bookings that would enhance the flexibility and usability of booking forms: the ability to pre-select options within checkbox and radio button fields. Current Functionality:
Zoho CRM subform required fields
Hello, I set up a subform in Zoho CRM Deals layout and set three of the fields as required. When I create a new Deal, it is making me add an entry to the subform due to these required fields. However, my intention was that the required subform fields
Issues with Zoho Mail
Has anyone had issues with Mail not sending emails? Even if the attachment is less than 10mb it struggles to send. I have to press Send 5-10 times and wait in between until it finally sends. It keeps saying "Oops, something went wrong". Yesterday Mail
Adding Portal User Type
I want to add a second portal user type. The only upgrade option I could see was this, but that just seems to be if you want to add more users, not user types: Anyone know how to add a portal user type?
Problem in comparison logic
Hello team, I have a custom function called BuscaCandidatoxRutQA, which presents a simple logic, use COQL to search under a criterion if there is a person as a candidate in CRM, if there is, it returns their record id, otherwise it returns 0 int BuscaCandidatoxRutQA(string
Linking Modules to Portals
I can't get Solutions module to link to Portals. I remember there was a particular field that had to be added but can't remember which one. I have added Lookup fields to Leads, Deals and a custom module. I have a user module. It is set up the same as
Looking for Developer to assist with Chatbot building
I am with Resource Management, we are currently looking for a developer who can assist with editing the script for our chat bot. Please inquire here. I can provide a diagram of what we wish our chatbot to accomplish. Thank you in advance.
Custom Field Unique Value
It would be great to be able to prevent duplicate values for fields like "single line," "integer," "email," and "phone." Either not allow a new entry or flag the entry as its entered. Thanks Rudy
Export Zoho Analytics Chart with API in Deluge
Hello, Has anyone tried to export a Chart from Zoho Analytic with the API in Deluge? We were trying and we think we have to convert the response because we are getting a lot of characters instead of the image.
Transfer Sites from one account to another account ?
It is possible to transfer Sites from one account to another account
how to make an event in Zoho calnder . when a deal is Won
i try this via Actions by Zoho Flow when i get the error Zoho Calendar says "start pattern not matched." how can i make an event in Zoho calender \ google calender when deal is modifie to spcific stage - in the name of the deal and when a the same deal
Associate SalesIQ visitor with lead created via REST API (PHP SDK)
Hello, I am working on a website that has SalesIQ embedded into it. This site also has some custom forms. Behind those form submissions, we are using the PHP SDK to create Leads in Zoho CRM. This is all working, however the "Visit Summary" is not being
Workflow Rule Triggered by a specific date
I'm struggling to find a script that will allow me to create a workflow rule that will send out an automatic email when all conditions are met on the 28th of every month.
Custom Field Creation (no. of days)
Hi there, I would like to know if I can have a custom field created using formula or some function. The expectation of this field will be the number of Calendar (weekday) days calculating from a Date field. For example - there is a Date Field in the Record
【開催報告】 名古屋ユーザー交流会 2024/6/7（金）：宿泊施設におけるZoho CRM Plus 活用事例
こんにちは、コミュニティチームの鳥越です。6/7(金)に、名古屋ユーザー交流会を開催しました！ Zoho CRM とPOSシステムのSquare を連携したユーザー事例のセッションをはじめ、参加者同士でZoho の活用方法について共有するグループワークでは、「Zoho サービス同士の連携」をテーマにディスカッションを行いました。ご参加いただいた皆さま、ありがとうございました！ 本投稿では、ユーザー事例の登壇資料および当日の様子をお届けします。参加が難しかった方も、ぜひご参考ください。 (名古屋ユーザー会
Zoho Address Provinces for Dominican Republic are wrong
Some provinces are missing such as "La Altagracia"
how to calculate difference between time?
hi there is Added_Time and Modified_Time how can i calculate how much time between Modified_Time and Added_Time Modified_Time - Added_Time = time_X ? in days, hours, minutes, seconds
Status of the Kanban view
Hi, Have there been any Kanban developments? My Kanban view lists every single status in no order (not even by stage) making it impractical to use. I've brought this to attention of support, have had a remote session but have not heard further. I can
How to get the request object on zoho Creator API.
Hello, I'm trying to create a Deluge function that runs on an incoming webhook. I made a custom API on Zoho Creator and connected it with the custom function, but I can't get the request object in the function. I found an article that shows it can be
Read-only fields in Zoho Books
We need read-only fields in Zoho Books. We sometimes populate data in the form using widgets. So to prevent users from accidentally altering the data, we need read-only fields. Please take a look at the attached video below.
Implementing Validation Rules Using Client Scripts in Zoho CRM
Problem: The limited number of validation rules with custom functions in Zoho CRM (three in the Enterprise Plan and five in the Ultimate Plan), along with the restriction of triggering only one field per rule, significantly hinders businesses that require
Custom template development using Patternlab
If you are not satisfied with the pre-made templates in Zoho Sites, I have done quite some work up to now to create a setup a web developer can use to offer you a custom template which you can upload to Zoho Sites. For offline Zoho Sites Template Development, I eventually found https://patternlab.io. Patternlab provides all the support to develop your company design language, AKA your branding! I created two starterkits: * https://gitlab.com/ringods/starterkit-building-blocks: this one contains basic
How to find all external shares and the activity?
Over sometime, I have shared some files and folders with external people. How can I find out all the resources that have been shared with external people, so that I can review periodically and disable if not needed. How can I see the activity from external people – trying to access the shared folders/files? 3. Is there a way to create custom domain for workdrive - like other Zoho apps so that people can access the drive from drive.<mydomain>.com Thanks,
"ALL" option for date range in reports
It would be great to have a predefined "all" selection in the date range drop down on reports. Also, when clicking into an account from the balance sheet report, it would be great to have the date range drop down available. Currently, it just defaults
Create sending email template with 15 day delay
Hello, I need to create a chain in which when a phase is updated in deal. For example, updating a deal to a proposal won in Zoho CRM, a Zoho CRM email template is sent after 15 days to that contact of the deal that It was updated. How would it be done?
Deluge and Javascript/Node.JS code examples (and others?) should be added to the API docs instead of just CURL
Hello. While I realize that it's not rocket science to convert from CURL, it would undoubtedly save a lot of time if the code examples for Zoho's own app API documentation also included examples for both Deluge (which I'm kinda surprised isn't there,)
Desk API: Using Zoho CRM Account ID to filter Desk Account request
Is it possible to utilize the "zohoCRMAccount" field to filter the list accounts request ? We have the sync between Zoho CRM and Desk enabled and we've been trying to use both the Desk and CRM APIs together for one of our projects but we haven't been
Customer Counting Systems
Does anyone use a customer counting system that will feed into Bigin?
Hiding Custome Modules
Morning, Is it possible to hide a customer module but still be able to add a record via a lookup in a layout? I tried it, but it tells me I don't have access. Is it that I am doing something wrong? Thanks Rudy
Viewing tickets by incoming support email address
OK so I'd like to view tickets by the incoming support email address so that I can decipher between company has emailed me. I have a set of 3 different support emails so company1 company2 etc etc. I'd like to create a view so that all the ones which have
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