workDaysBetween
Is there anyway to get around the workDaysBetween function not being able to count work days between dates if they are more than 360 days apart?
Tasks belonging to multiple projects
Hi, How can we make a task to belong to multiple projects? There are product release projects, which includes task for marketing. However, marketing has its own project for campaigns, where the same task would belong too. How to n make that happen? Thank you Tom
pivot-table
How to get the result as per the below any help, please? Differences have to come in the column as shown in the Excel Data Column 2022 2023 Summary Difference % Difference Total Revenue from contracts with customers 1094610 1170420 2265030 75810 6.90%
NEED TO CREATE AN EMAIL ON ZOHO RECRUIT LIKE I DID IT ON ZOHO CAMPAINGS
I need it to have the same functions, clicks and so on, so that the people to whom I am going to send the information will find it much easier.
Help with a Query formula - latest date from unique values in another column
I have a query table I am developing to show only unique value (Project Name) and most recent date (Last Modified) and total all of the time entries from all the values (Hours) in a report from the query, but I do not know how to do this. The data table
Include Zoho Books tasks in ToDo
The unified tasks view in Zoho One (ToDo) does not include the tasks from Zoho Books - could these get included too as they are part of users everyday tasks?
Help regarding to implement sales tracker in zoho people
I am reaching out to seek assistance in implementing a solution for to implement a table illustrating the ABS (Average Basket Size) score of employees daily. Below is a sample table along with the ABS formula: No | Employee Name | Branch | ABS Score ABS
Deletion of Lead depending on a field value
Hi! I got the following issue; I am looking for a way do automate the deletion of certain leads that are incoming via integration of Zoho Forms. Our web agency is building a testing tool to check on a daily basis if the forms on our website are working
Zoho CRM Calendar - Hiding from other users
Good morning, We have some staff who have no use for the Calendar within Zoho CRM (Please note I'm referring to the inbuilt Calendar on CRM, NOT Zoho Calendar itself), so we wish to remove all ability to view this. I've hidden Meetings from the Users
How do I renew my expired domain through Zoho?
My domain registration originally with Google Domains expired over 50 days ago, and I am trying to repurchase it through Zoho. Unfortunately I keep getting an error that my domain isn't available. I've also tried searching my domain at other registrars
Access specific row of subform
I have a form that has two subforms within it. Basically, I want to access data from a specific row(the row will have a Main field set to "Yes")in the first subform to use as data in the second form. So what I'm having trouble with is accessing the specific
Invoice - Sales Kits non-inventory
Hello All. I believe the answer to this question will be to use Composite items however I am hoping for another option. So we do NOT have any inventory and just use the "Items" function in invoice data entry. So we situations where we will purchase computer
How can I delete Subform records using the Recruit REST API?
Hi, I am attempting to delete subform/tabular records from a Candidate record. Specifically the Educational_Details. I can update and create these by updating the Candidate record (https://recruit.zoho.com/recruit/v2/{module_api_name}/{record_id}) and
Customizing fields for multiple languages?
Dear All, I have a client that have users speaking different languages and they want to use the Zoho CRM modules in different languages. They would like to customize some of the fields. They want English users to see the field customizations in English;
Unable to change incorrect Time Zone
My mail is on Central European Summer Time, when I am in London, UK. Therefore I am receiving mail timestamped one hour ahead of my time. But when I open my Profile there is no drop down menu or link in Time Settings to allow me to change it.
Subscribed calendar not update in Zoho Calendar IOS
My subscribed calendar in IOS Zoho Calendar is not updating. I've tried unticking it and re-ticking, but it still does not update. It is updating in other apps I have, so it must be a problem with Zoho. Thanks for any help, Peter
Not receiving all emails from our TMS that uses AWS to send out report
Sending a report from our TMS software email@axoneta.com it will some times come through on my danatnewhopetransportdotcom, and danatgraumandotca (Both zoho) but it always works going to my gmail and outlook account.
Not receiving email
Hi my email is sales@jutebagexport.com I am not receiving email from today please help
Export Selection. Can my selections of fields exported be remembered as a Default?
Hi, I noticed today, when I go to Export a "wonderful" pop up box appears! That will help me a lot! However.... All is not rosy! I have wanted to select the fields I export, INCLUDING the custom fields...and now I can...so far so good! Two things are
record_cursor
I'm working on api call using the v2.1 api. When I use record_cursor in the header to get the next set of records, the returned call is ignoring the field_config: custom and fields: {field} parameters. This behaves the same in both Postman and my sc
Deleting the Records in all blueprint stage
Hi all, we have developed one lab app to catch the all data from the patients and lab teams.It have separate module like DNa extraction, Accessiong etc.. each have the different bleprint stage.On the Same time we have developed another module called Cancellation
openURL multiple parameters- tip
Hi, I'm writing this up as a tip because I worked it out while I was writing the question... update- THIS DOES NOT WORK- sorry, will update when I figure it out! I have some stateless forms and I am trying to bring some data across from Form 1 to Form
Workflow Conversion from Deals to Custom Module not Working
I have a workflow rule so that when a Deal gets to a certain Stage, it creates a job in the Custom Module. The issues I am having is if I have the workflow linking the portal user lookup to the Deals, it works and the portal user can see the new job.
Zoho Applications not working
Team, We are facing issues in several zoho applications since more than a week now...The applications are not loading most of the time or not working at all like zoho meet, zoho mail, zoho creator. Please check as this urgent.
Pass organisation, additional fields to Zoho CRM visits
We would like to break down our visits using fields not currently passed to CRM, that we would extract from the contact field like the organisation, but also custom fields we have on the contact like persona, paid status, etc I realise I could a use a
Accounts Receivables or Accounts Payable account cannot be associated in the manual journal Exchange Gain or Loss Account
Dear All, I need to make two Journals as adjustments, one in my Accounts Payable and the other in my Accounts Receivable but it is not possible since there is this ERROR: Accounts Receivables or Accounts Payable account cannot be associated in the manual
How can we add a reference number as automatic for all payments?
Hello Everyone, Is there a way to automatically generate a reference number for each payment? Currently, we assign these numbers manually for each transaction. Additionally, when printing payment vouchers, the company name and other details are not displayed.
Can Projects Replace Azure DevOps?
We currently use Azure DevOps to hold our test scripts for our software development process and I was wondering if projects would be able to do this equally as well? Would another Zoho application be better? We would ideally like to have it connect with Bug Tracker and Desk.
Tabbed area for different information
I have a custom section on the Contact layout. I need to add another one, but am concerned it will display too much information all at once about the Contact, and need to scroll to view more information. It would be great if the section is a tabbed feature
Some Company Users Display As External User?
Hello, why do some our staff emails show up as external users even though they have the same URL? Thank you
Exciting Updates to Zoho Recruit's Career Site Feature
We're thrilled to announce two significant updates to Zoho Recruit's Career Site feature, designed to enhance your candidate experience and streamline your recruitment process. 1. Career Site Embed Code UI Enhancements The Career Site feature has long
Delete Users from zoho one?
Hy , I Have Super Admin Access but im not able to delete User .How can delete users from zoho one?
Host Not Reachable
We were not receiving emails since yesterday. We tried to email ourselves also but it wouldn't work. How do we resolve this problem? It's affecting our work already.
Export always exports all columns
Hi, I am exporting Sprints tickets to cls and only need the following fields - EPIC - Item Type - Release - 'Release Note External' (which is a custom field) Unfortunately: - the file always contains all standard fields - it does not contain my custom
Exporting to a new Zohodesk
We need to do a data migration from our ZohoDesk to our client's ZohoDesk so they will get the emails, threads, and comments + chats that were populated from SalesIQ. How can we do this seamlessly?
Unattended Assist on Mac
We have a Mac that unattended assist worked fine on until a few weeks ago. Not, we loose mouse control frequently while remoted in and have to disconnect and reconnect to get control back. I removed and reinstalled Assist with no changes in this. Any
Record Payment At Invoice Creation
Hello, I'm certain I was able to record a payment on the invoice creation page but I no longer see it. How do we get this working again? THank you
how do you end a free trial on zoho for anything
How do you end a Zoho free trial on any of their platforms?
when Whatsapp field then send sms
we have clients that dont have whatsapp. can make a workflow/function, that will send whatsapp massage, but if it fields then it will send sms massage?
Retrieve Multiple CRM Related Records via Zapier
I have multiple Vendors associated to each Deal via a connecting table. I need to filter those associated records by a certain parameter (pick list in the connecting table), and then create line items of each of the associated records from the connecting
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