How to not receive emails from forum community?
I no longer want to receive emails from forum community because it's already annoying. May I know how to not receive emails from the forum community?
Arrow keys have stope working in the description Panel
So weird little issue, when I am typing up a description in a time entry the arrow keys for left and right have stopped working I can still go up and down but side to side just does nothing, to my knowledge i have not changed anything but was wondering
Custom frontend & Zoho Creator backend
For a client, we want to build a Zoho application with a custom frontend. The custom frontend has to be pixel-perfect, so we are going to have it built in Angular by a frontend developer. Are there any users among you who have experiences with this? What
Hot to redirect based on condition
Hi all, i want to redirect to another url based on some logic.how can i acheive this. can any one help Sree
User & Workflow relationship
Hello! I am removing a user from Zoho CRM, does that disable the user in associated workflows? Specifically email workflows? Thanks
How to share forecasts?
Hi everyone! We have set up forecasts using an administrator user, how can we allow a normal user to view them (as an administrator would)? Thanks in advance!
How to set DateTime value to blank via Python SDK
I want to clear a previously set datetime custom opportunity field in Zoho CRM using python SDK 2.1 (3.0.0) The following fails with a TYPE_ERROR: deal_record.add_key_value('myfield', None) The following fails with "Invalid date format string (too short):
calendar invite
Is there a way to send a calendar invite to one of my categories of contacts with out having to add them in one by one? It takes way too long! I can send an email to them, but need to send a calendar invite.
Tip #19- How to use the technician console setting- 'Insider Insights'
Hello Zoho Assist Community! Last week, we started looking at preferences in Zoho Assist. Now, we'll start examining all the settings under preferences that can help you streamline your remote support sessions and resolve issues much quicker. The first
Zoho Subscriptions introduces End of Term changes to a subscription
Hello All, Trying to figure out how to make changes to the subscriptions without prorating? Want the changes to apply only during the next renewal? Aye Matey, we've the solution here. Yes. We have recently added the option in Change Subscription page. You can choose if the changes should be applied immediately or at the end of the term. Say for example, you have a customer. Let's name him Ted. Now let's say Ted is subscribed to the Party plan at 50$ a month and he wants to change over to the Hermit plan at
Customer Portal and Vendor Portal will soon be hosted on a new domain
Dear users, We're changing the Customer and Vendor Portal's default domain from books.zoho.com/portal to books.zohosecure.com/portal for security reasons. Starting from 5 June 2024, customer and vendor portal users will automatically be redirected to
Enhancements to Stage Transition Rules
Greetings, I hope all of you are doing well. We're pleased to announce recent enhancements we've made to Bigin's Stage Transition Rules, each of which we'll go over in more detail. Checklist support in Stage Transition Rules Previously in Bigin, you were
Copy data from one subform to another
Hello, In Zoho CRM, using Deluge, I am trying to fetch data from one subform ("Eval_Appt") from a custom module ("Client_Appointments") and copy this data to another subform ("Charges") in a custom module ("Billing_Invoices"). Below is the code that I
Analytics Down?
Is anyone else having problems with accessing analytics.zoho.com website?
I need to set up an auto-charge payment plan/schedule.
My clients collect deposits from their customers but, they don't collect the full deposit all at once. They collect a down payment, and then the client pays the remaining balance over the course of several months. Once the customer has paid the entire
Hide/Show and Custom function in Creator
Hello, I tried to do a function where I want to hide/show some fields of the form. Like the following code void dossier.showFinanceursFieldsAccordingToPlanFinancement (Dossier dossier) { hide dossier.Orient_par_Entreprise; } However creator triggers here an error telling me "'hide' can be used only in on load actions" Do anybody knows a workaround to that situation? Like creating function that only works on load actions for example? The goal is to avoid code repetition, as currently, I need to
Display more than two decimals in currency
We're having difficulty with products with a value of 0.001$ to 0.004$, because the displays a rounded the value to 0.00$. It gets confusing because we can't differentiate an empty value from a rounded value and always have to click to edit the product to verify the actual value. Is it possible to display more than two decimals when displaying a currency format?
Extending multichannel support in Guided Conversations
Hello everyone! In this post, we will discuss the importance of creating GC flows for different channels. Guided Conversations are structured dialogues designed to assist users in achieving specific goals or tasks on a conversational interface. These
Calendar and holidays for each project?
Is it posible define a business hours and holidays for each project? We would need cos have a lot of projects for different companies in the world with their own timetable and holidays Thanks
Button -> Cancel Submit Solution?
Hi all, I know 'cancel submit' is only available on the validation but is there a solution to halt the actions of a button on a form? Many thanks Ty
Approval when a field is changed by a user
Hi I have a field in a form called 'contact'. When a user changes that field, I would like it to be approved first either by admin or another user who may be a manager. What I need are simple workflows which starts with a form, then alerts via email the next person that can approve or decline, then to another, then to an alert via email for requests that has gotten approval from both and viewable in a report.
where are creator form entries?
Where are the form submission entries located???? In FORMS, they are all listed "right there". In Creator, I cannot find em? In my opinion so far, y'all need an App that is a cross between the two. Forms is Awesome, Creator is a headache
Password Creation Pop-Up when attemptin to downlaod attachments?
WTF? All of a sudden, whenever I want to download an attachment, I get this - see attachment - pop-up asking me to "secure my files". It happens on all attachments - both recently sent and older ones. Where does this come from? I certainly have not asked
Mail opened on Zoho Mail App does not appear in Outlook
Hi, I have my zoho mail account set up on the Zoho Mail App on my Android device and I have the same zoho mail account setup on Microsoft Outlook (syncing with Activesync). Now the problem I have is, when I receive / read a mail first on my Zoho Mail
Our email sender gets blocked every now and then.
Our platform sends automatic emails when the user registers, when they change their passwords, etc. And once or twice per month, we send about 200 to 250 emails in one day, to remind users that they have completed 3 months since their registration. These
Auto populate form after opening via OpenURL
I have a Vacation request form that allows the approver to approve/reject via custom actions in the report view. Upon Rejection, I have enabled a form called "Reason for Rejection" to open. On that form, there is a Request Number field and a multi-text field labelled "Reason for Rejection". Is there any way for the Request Number field to auto-fill upon selecting reject? There is obviously a corresponding Request Number (Auto-number) field in the Add Leave form.
My Zoho Story #6 SORABITO株式会社 加藤さん Salesforce / Pardot からの乗り換え(Zoho CRM / Campaigns / Forms )
こんにちは。Zoho コミュニティチームです。 「My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。 今回ご登場いただく加藤 夕子さんは、建機レンタル・建設会社向けサービスを展開するSORABITO 株式会社で業務効率化を推進しています。 加藤さんと同社がどのようにZoho を活用し進化してきたのか、そのストーリーを聞きました。 ――貴社の事業内容についてご説明ください
What's wrong with my Dynamic Content Function?
Hello, I'm trying to use Dynamic Content (and Deluge) for the first time. I can't get it to work. Essentially I want to display some content from a Zoho Sheet on a web page. Here's my function: And here's my view: But none of the content shows on my page
It seems like your sender domain/IP address is blacklisted.
My email is NOT blacklisted. I have tried to revalidate it but it still says it is blacklisted. I have used MX tools and it is not blacklisted. Please help!
Reference previous lookup field when launching a Function
I'm using this function in a Zoho CRM workflow to update the Related Grant. This function is triggered by a rule when the LOOKUP "Grant" field is EDITED. But I would like to update the "Grant" relation that was previously related before the change, is
LinkedIn Token expired. Need to reconnect.
Hi, I received an email that I need to reconnect my LinkedIn Company page. When I click "Reconnect" in the email, it takes me to the Social Channels page, but there are no further options to reconnect. See screen grabs below. Can you please assist? Thanks,
bloqueo de correo entrante y saliente URGENTE
Hola amigos de zoho, por algun motivo una cuenta de las varias que tengo tiene problema que no puede mandar ni recibir correos, me pone deshabilitado. Como puedo solucionar eso pues desde el panel de contro no me lo permite. gracias. -------------------------------------- Hello friends zoho , for some reason an account of several that I have problem you can not send or receive mail, puts me disabled .
As I can fix that because from the contro panel will not let me .
Thank you.
Não envia e-mail, porém estou recebendo e-mail
Meu domínio venceu fazem algumas semanas e tive que configurar novamente o MX no DNS. Porém não estou conseguindo enviar e-mail, fiz todos os precedimentos corretamente.
Zoho Down? Repeated Access Errors on 5/28/24
We are repeatedly getting access errors and screens showing Zoho Creator is down - is there somewhere that announces expected time issue to be fixed?
Zoho Creator Down is Chicago
Slow, very slow.
Zoho Creator is down?
Any way we can get an update on why Zoho Creator is giving us errors and saying it is offline?
How to sort Tabular View using multiple columns Report in Zoho Analytics
Is there any option to sort Tabular View report using multiple columns in Zoho Analytics?
Number of Policies
I am enrolled in the standard plan in Zoho Expense and I should be allowed to create 10 policies, but I receive an error when trying to add more than three.
URL_RULE_NOT_CONFIGURED when sending email
Hi, I've followed all the necessary steps, read all the documentation and tried to reproduce the solutions for every ticket with the same title. Sadly, none of these solutions work for me. - I know I have a valid access token, I keep getting fresh ones
Sharing tickets with externals to collaborate
We have tried to find a no-code solution to share tickets with external 3rd parties for collaboration. Let's say our customer opened a ticket for a server problem and we want to "add" the manufacturer of the server for collaboration. We tried to forward
Next Page