Add ability sort and filter custom functions by date created and last updated
Hello, Scenario: Sometimes, when creating a custom function, if for some reason, one leaves the custom function mid-way, one challenge I have experienced is that sometimes one forgets the name of the custom function in progress, which makes it very hard
Get contacts
I think it is a service error, when I call the method "https://www.zohoapis.eu/books/v3/contacts?organization_id=XXXXX" I receive the custom_fields except the ones that are of type "multiselect"
Is it possible to post in to a LinkedIn Group via Zoho?
I can't see a way of adding a LinkedIn Group to my brands profile in the same way I can add a Facebook group. Am I missing something?? Thanks
I am using Microsoft How can I add my domain?
Hi, this is Vinay from Fiji. I’m trying to add my domain which is @elitefiji.com If someone can help me Please
Trouble with a custom function in Zoho Flow, API, invokeurl, Gmail, SMTP error
I am having trouble with a custom function in Zoho Flow, using invokeurl, with send_mail. Error: "message": "Connectivity issue occurred when sending mail via your SMTP server", I can get it to send just fine from one email, but not another. In other
How To Upload JFIF Images in Zoho Commerce
Hi, I have been using Zoho Commerce to upload jpegs. However JPEG File Interchange Format seem to be the normal in Google Pics or other sources. How does Zoho convert jfif images and upload them?
Custom Field Access in Estimate Module
The user is unable to view two custom fields created in the estimate module in books despite having read and write permission set for the assigned roles. The user was able to see those fields while creating estimates under Finance Module in CRM, but when
Uploading bills in bulk
Can I bulk upload bills in Zoho Books that include items that have not been added to the Items page yet?
Pay via Bank Account Toggle through API?
I am automating everything we do via API calls or workflows. One of the last tasks is in Zoho books I need to able to automatically toggle the Pay via Bank Account to be set to on for all accounts. Our customers mostly pay through ACH payments. How can
Zoho CRM - Product module, Qty in stock is updated in finance information but Showing 0 in stock information
Hi, I have integrated inventory with zoho crm, As a result of it i could able to see the stock in qty in finance information but in stock information of the product it is showing as 0 even though we have stock in hand. How to auto update it? It should be auto updated when we receive stock and send stock .
Notifications
How do I set up to get a txt notification to my phone that a new form has been submitted for review, or at least even an email notification regarding a new form submission. We are not getting form notifications.
Free Webinar Alert! Insider tips to maximize your Zoho Mail experience.
Dear Community, Join with us for the free webinar on "Insider tips to maximize your Zoho Mail experience". Click here, to register!
Forms not responsive
So how do you make it truly responsive? Why can't we set the height to 100%? I've set my form to 2500px which displays well on desktop, but not mobile. So to make it fit on mobile, I have to increase up to 3500px and then I have 1000px of whitespace under
Issue with Form Submission in Zoho
Hello Zoho Support, I have created a form in Zoho, but I am encountering an issue. When I submit a ticket, the description field appears empty. Could you please assist me in resolving this issue? Thank you for your help. Best regards,
Payment history
How can I have access to all the invoices you have sent me ? Payment history. (Company: E6 Way Pte Ltd) Zoho books and emails THank you
SubForm Custom Sort - Deluge Workflows
I have been experimenting with the Custom Order function of Subforms, it works beautifully within the subform itself and retains the sorting order. However, I need to be able to iterate through the records in Deluge using the sort order (The usage case
Social Media Simplified with Zoho Social: Get creative with design
Today's social media has become all about visual storytelling. You see an image, and there's a specific story it conveys based on various factors like the color tone, filters, photographer or designer who created it, and the like. With more than millions
Show more and Show less Text
I have a website with a “Text” box with 100 names of countries in it as a list. I require the “Text” box to show the first 10 countries with a an option below the 10th country that says “See more….”. When clicked it should expand the Text box to show
Is there a way to schedule a weekly Timesheet export?
Hi guys We use our time logged in Zoho project in another system to track our profitability of some projects. I usually have to log on to Zoho weekly, to make several exports of timesheets, download them and send them to different persons. Is there a way that I (as an admin) set up a default timesheet export (i.e all users;projects 1, 5 and 7; from 01/01/13 to 31/12/13) and schedule it so I can get an weekly email or file with the export? Thank you
List of products purchased by a customer
Hi, i need a list of productos purchased by a costumer, so i can offer you a complementary product. I cant find the products module on my CRM and i dont know if can do that? Thanks.
Zoho Developer Hangout (ZDH) - Episode 11 | Integrating Zoho with Custom Web Portals
Hello everyone, In the contemporary business landscape, optimizing operational processes is crucial for an organization's sustained growth. Businesses can streamline operations, enhance data accessibility, and foster a more cohesive workflow by integrating
problem using Deluge function in my Flow
Hi everyone. I decided today to try to solve a problem using Deluge function in my Flow. For this I need to get all the products that lie in the sales order on which the trigger in Flow was triggered. This is the line where the error occurs: inventoryOrder
Historic Records of a User
Question: If we have a Sales Person they are on the "Sales Person" for the Record and then for whatever reason that person is no longer with the company and we no longer need that User Seat, do those records keep that name in tact to that client so we
Products module integrated with Contacts and Company
Hi, any news for when is the products module going to be integrated with Contacts and Company? There's no way to gather simple information for example; 1. Products by client. 2. Products by company 2. Company all the done deals either all deals or certain
Zoho Username Recovery
Yes, I had several usernames that I used for different-purpose emails. However, I deleted an account I didn't mean to one day. I'm not asking to recover the account, just the username so I can re-open it and continue to put it to use. Is there any way that you guys can release the username, anthony.j.leyva so I can utilize the address for emailing again, please? This would be a great help to me. Thank you, V/R Anthony J. Leyva
Workflows be triggered on Import?
Hi, Please let us know when will this option be available in Zoho creator. Thanks
Zoho Writer and Zoho Sign (signer field management)
Hi, We have a CRM mail merge template in development for sending to clients using Zoho Sign. This is a big template, with a lot of signer fields. I have a problem with a few fields repeating on the template when merged, so I think there are fields created
Zoho Writer and Zoho Sign - Size Limit!?
Hi, I am developing a CRM mail merge template which we will be sending to clients to authorise using Zoho Sign. It is a big template. I can merge to a new document fine, but when merging for sign collection, it fails with: There was a problem initiating
Contacts sync with Thunderbird?
Hi All, Anyone come up with a way to synchronize Contacts with Thunderbird? Many thanks, -T
Accounting on the Go Series-39: Boost Efficiency with Quick Create Options in Zoho Books Mobile App
Hello everyone, Welcome back! We hope this series has been helping you make the most of your Zoho Books mobile app. This time, we have come up with another feature designed to enhance your productivity and streamline your workflow. Quick Create Options
Important: Verify your domain immediately to send envelopes using your organization’s email address
Hello everyone, Many Zoho Sign users have configured their account settings so that document and envelope email delivery goes through their own sender email address (e.g., through gmail.com, outlook.com, or company domain). A small number of these users
Zoho CRM Mail Merge Bug
Hi team, Ever since Friday (19/04/2024), the function to send Mail Merge documents from Zoho CRM to our clients utilising Zoho Sign is not working - error message "Unable to create document using the selected template. Please try again later or create
Zoho Surveyの氏名欄の設定順を「名」・「氏」に変えたい
以前はたしか「氏」「名」の順に直せた記憶があるのですが・・。 必須項目で氏名項目をいれたいので、「名」・「氏」の順番に変える方法をご教示ください。 マニュアル内に既に掲載されている場合は、初心者の質問としてご容赦ください。
Seguimiento de campañas mediante UTM
Llevo varios días preguntándome si es posible hacer seguimiento a los leads que lleguen al modulo de clientes desde nuestras campañas de anuncios, encontré que se puede hacer esto mediante un campo de utm utilizando zoho forms, sin embargo nuestro funel
Layouts and Roles
Good afternoon, I've created 3 different Layouts for Leads (outside of the Standard view, which we aren't using) - we'll name them 1, 2 and 3 for simplicity. We also have Roles assigned to Users, again we'll name them 1, 2 and 3. What I'm wanting to achieve,
Creating Contacts from Subform
We publish a curriculum for special educators and have recently released a digital platform where school districts can subscribe. We are using Zoho Forms to gather subscription information. It's working great except for one major issue. We need the form
The incoming reply email notifications from customers are not appearing in my Bigin Premier
I have tried using the email notification workflow in Bigin, but it did not work. As a solution, I always check my Gmail for see customer reply emails notification. This is not effective. Is there a solution to display my customer contact email notifications
accountant
How do I create a seperate login for my accountant in Zoho Books (otherwise he'll have access to everything! Zoho CRM, Zoho Mail etc.)
list segments, contacts and automations
Hi, I use marketing automation version 2 beta and I'm trying to figure out what the intended use is and How we're supposed to use the relationship between lists, segments, and contacts. when and how are Liz supposed to be used. are lists filters of segments
Sort a supform by date field
Hi, how can i sort a subform on a date field, so that youngest date are in first row? thanks Rolf
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