Automation on certain conditions
I would love to see Tables automation features work based on the contents of a field. Our use case (which is probably similar to other things) is this: I make a cold sales call. In my table, on field is "Result". I would like to send an email using automation
where do I get the correct OrgID?
Hi everyone. I decided today to try to solve a problem using Deluge function. 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 = zoho.inventory.getRecordsByID("SalesOrders",XXXXXXXXXXXXXXXXXX,MySO_ID);
Dividing a Creator Form between tabs
Hi all, In a youtube video titled "Deluge 101 - Part 1, a Zoho Developer Community Learning initiative" (https://www.youtube.com/watch?v=7PW3SM04Fiw&t=360s), from 2:50, there is a creator app where there is one Form that appears in a page, but not as
Unable to cancel Zoho CRM Plus trial
Hello I need to cancel an unrequested CRM Plus trial in order to access my regular CRM professional account. Whenever I want to access my data on crm.zoho.com, I am automatically redirected to this page https://crmplus.zoho.com/portalXXXX Whereas according
Unable to Rollup Calculations
I have data related to several forms in my system. "Raw Material" is Form 1 and is the name of the item I want to roll up totals for with related forms. I have a lookup field in Form 2 "Production" that relates the record to "Raw Material". I will have
Phone masking
Hello! Is there any way to hide the phone number in Zoho CRM from agents and still allow them to call customers using click to call button? Moderation Update: I'm locking this post to avoid redundancy. We encourage you all to follow the linked post below
Interview time in 15 min slot
Currently interview times are set 30 mins apart. we need to make it 15 mins intervals. how can this be acheived?
Featurecast Story 19 - WhatsApp Sandbox
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 19 - WhatsApp Sandbox Maximize the benefits of business messaging without paying for it What is a sandbox environment? A sandbox environment is a virtual playground that allows you to freely
No Longer Have Phone Support?
I've been trying to get help on the support lines - both on the Zoho One support as well as Analytics support - and no one is answering. Does Zoho no longer provide phone support for paid customers?
Maximum re-invite limit exceeded.
Hi, May I ask how to convert a user from one to another org? I cannnot find any guideline regarding to this. thank you! Kava
Deduplicate - How can I find out if my version of ZOHO CRM can Deduplicate?
We would like to combine all the duplicate records. From Tools I cannot find the Deduplicate tool. I am also an administrator (although there are three administrators. Michael Kokernak Across Platforms, Inc. www.acrossplatforms.com
Zoho people subida de ficheros
Buenos días, Estoy configurando zoho people para la gestión de vacaciones y ausencias y necesitaría que a la hora de solicitar una ausencia se pueda subir el parte médico, pero no encuentro la manera de adjuntar ese fichero en la solicitud de ausencia.
Custom Function to create a Task in Zoho CRM
Hi there, I don't know much deluge and need some help writing a custom function. I want a task automatically created and assigned to a user and to notify the user. The user is dependent on who the deal owner has selected as the assessor. I am using a
Facebook Lead ADS integration
Hi Bigin Team. I would like to propose 01 integration that can greatly improve Bigin without changing its basic characteristics. It would be the integration with the Facebook and Linkedin Forms. It is common for marketing teams to capture leads in form
Phone Support
Why is the Zoho Support Phone Number saying your closed? It's not the weekend yet!
zoho cliq - DateTime Auto detection
Hi there, I saw that whenever I send or receive any chats in cliq, it always highlights the words like, Monday, friday, June 20, today, tomorrow,.. always highlights and when clicked asks for three options to set reminder,. So I want to know is this auto
How to Generate a Status Report in Cliq?
Hi everyone, I hope you're all doing well. I'm currently trying to find a way to generate a comprehensive status report in Cliq. Specifically, I'm interested in tracking how much time users spend on different activities, such as lunch breaks, idle time,
Create custom button which replicates the Mail Merge button
Hi Our CRM users go to a Deal's record>More>Mail Merge to create a Contract. This works well. However, can we have a custom button called "Send Contract" which appears at the top of a Deal's record? The functionality should be exactly the same as if they
Rule Assignment
Hello Team, Hope this finds you well. I am a technician, and the company is in the midst of implementing a new ticketing system, incomes Zoho. As part of the task, the dept would like to consolidate the pre-existing shared mailboxes (smb) in one smb with
Notification SMS in only in India?
Is this correct? Why does it even show up as an option in my settings if I can't set it up? What is everyone using for SMS from Zoho? Would love to integrate with Ooma, the phone I can do but also SMS.
Not all of my lists I have added to "exclude" in Campaigns are being excluded only a select few.
I have three lists that I want to exclude from a campaign because they are not relevant to who I am targeting with this email campaign. When I select to exclude these lists only part of the list is being excluded. I know it is based on previous campaign
Zoho WorkDrive - Rclone
Has anyone been able to successfully sync data from Zoho WorkDrive using Rclone? I have been trying for days to get this to work. It always seems to fail out when it gets to large files. For instance, I have a sync that has been running now for over 12
The all new Marketing Automation 2.0 is now part of Marketing Plus
Hey everyone, We're excited to introduce the latest version of Marketing Automation to Zoho Marketing Plus for all users. The new version comes with a lot of features to help simplify and streamline your marketing activities Here's a brief overview of
Attachment in custom module
Is there a way to attach scanned documents in a custom module? I created a module for assets and would like the portion to be able to attach a vendor invoice. Thanks Rudy
Custom Module Value Lookup update
Good day, I have created several custom modules, and considering the limitations, my implementation is working OK. I do have one issue. If I have a lookup between modules, when I change a value on a custom module field, the change does not reflect don't
Spell Check Icon Disappeared yesterday for Agent Comments
We always use "Public Comment" when communicating on tickets with our customers. For years we had the "Spell Check" icon when typing a comment. Yesterday, this icon disappeared for comments and is only avaialable when drafting a response via "Reply."
Copy a conversation reply
We use conversations to communicate including letting the users know the resolution. Then we have to either copy and paste or retype the resolution in the resolution tap. It would be greater if there was an option in the copy of a particular conversation
Hash removed from copying ticket ID
Hi, Some of our team have reported that the # is no longer included when copying a ticket ID, is this something that has recently changed? Is there a setting that controls this?
Utilização da Previsão do Zoho CRM
Pessoal, Estou pensando em criar um vídeo sobre o módulo de Previsão do Zoho CRM. Poderiam colocar as suas principais dúvidas sobre o tema? Um abraço,
v2 Bug ? - How to remove Critera from a list
We have a list that an employee tried to filter and now we are unable to remove all the critera to revert it back to the standard state and the contacts show as 0. We want to revert to this. But can not remove the critea as it says it's mandatory
Módulo Previsão - Zoho CRM
Pessoal, Estou pensando em criar um vídeo sobre o módulo de Previsão do Zoho CRM. Poderiam colocar as suas principais dúvidas sobre o tema? Um abraço,
Zoho Desk feature for a customer so they can view all tickets entered across their company
How do I accomplish the following? Let's say for example that for the ACME company, they have three people on the team entering tickets. Let's say we have bill@acme.com, hillary@acme.com, and jane@acme.com. If Jane enters a ticket, is there a way so that Bill and Hillary can also see details of Jane's ticket? Thanks Glenn Goodrich
Where is the Deluge "Sendmail" template attachment as PDF function documented?
HI, I can't see this function documented anywhere, despite a few examples of its use showing up in replies to various posts. I've tried using this function in my sendmail command (like for example) sendmail [ from : zoho.adminuserid to : zoho.adminuser subject: "test" message : "test " attachments:template:Generated_Supplier_Invoice as PDF ] but all i get when I try to save is: "in user defined function form link name and record id are mandatory for template
Error creating a new contact
Hi, when I try to create a contact using the api, I'm getting the next error: { code: 41328, message: 'Nombre legal no válido para Comprador' } I didn't find anything related to this field in the documentation, do you have any insights? My organization
Distributing vertical platform built on Zoho Creator
Over the last 12 months we have developed and refined a Field Service Management platform using Zoho Creator. Our USP is that we will combine the best of two worlds, by giving free access (besides the Zoho licenses) to customers which in return for a
Creator - Canvas & Record Templates - Address
Hi, I'm working in canvas builder and with record templates but the address field only shows the address rather than adding line breaks, how can I have the address stacked in both record templates and on the canvas page?
Address Field - Country Field
I'm using the pre-defined address field for a customer record but not displaying the 'Country' field as it will only ever be the USA or Canada and the geolookup does a great job with the zip or postal code that it's not needed however I do want it displaying
api books customfield_id list
I have custom field in contacts: ( [field_id] => 424001000000255421 [customfield_id] => 424001000000255421 [show_in_store] => [show_in_portal] => [is_active] => 1 [index] => 10 [label] => Responsable [show_on_pdf] => [edit_on_portal] => [edit_on_store]
Community Digest Mayo 2024 - Todas las novedades en Español Zoho Community: ¡resolvemos dudas juntos!
¡Hola a todos en la Español Zoho Community! ¡Empezamos el cierre de la primera mitad de 2024 con un gran impulso! Mayo ha sido un mes de grandes encuentros y aprendizajes: Tuvimos la oportunidad de conocer a algunos de vosotros en persona en el Workshop
business_hours() with holiday list
Hello there, I would like to calculate the time between two dates, taking into account working hours, public holidays and weekends. There is the function business_hours() in Analytics, but there is no option to pass a list of holidays. Does anyone have
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