Changing a Candidates Status After Finishing Assessment
Hi. I have been searching for a couple of hours now on how to do this and I can't seem to find an answer. What I'm looking to do is change a Candidates status automatically after they complete an assessment.
Create a function that checks if first name is the same as last name in Leads
I'm trying to create a workflow that has a function to check webform submissions. The function should check if the submitted first name is the same as the last name, if they are the same it would delete the Lead. We're getting a lot of SPAM submissions
Can I choose the "reply to" address?
Does Zoho mail allow me to send an email where I choose the "reply to" address? I have several domain names. Currently, I filter in my 3 gmail email accounts into Outlook and I do this through Outlook. Can Zoho do this? I am trying to set up Zoho CRM and integrate Zoho mail and need to make sure this functionality exists before I start paying. If this is possible, can you point me to a tutorial to show me how to set up my multiple email addresses?
How You Can Use Stripe in Unsupported Country (If You Have Zoho Product)
A lot are sick of being left out by Stripe's country restrictions. Look, I get it. You're an ambitious entrepreneur, influencer, affiliate marketer or freelancer ready to take on the world. But Stripe's country restrictions feel like a kick in the gut,
Subform records from one form to another
I have a form “Add Item” (Screenshot attached). I have another form “Purchase Order” which has a subform “Item Details”. “Item code” is a lookup field of “Add Item” form’s “Product code” field We need that when the product code is selected, the code should
Zoho Books Create Invoice API - Cannot enter account type for line items
Hi, I am trying to create invoice via Create Invoice API and select different sales account types for the invoice line items, but this doesn't seem to be possible via Create Invoice API. I don't see any way to select "Account" for line items when creating
IMAP and iPhone // Emails are not deleted on Zoho
I've installed my Zoho IMAP account on my iPhone and I've a problem : When deleting an email on my iPhone, it's not deleted online, on my Zoho Website. Why ? Is this a known issue ? Regards, Gregg
CRM - Quantity in Stock zero
I can't create invoice in CRM, all Products show Quantity in Stock zero, although I have Items on stock in the Inventory module. I get this when trying to save invoice:
Can We Include Recipient Details Mail Merge Templates in the Zoho Sign Extension?
Ok, hear me out, because this is kind of a niche feature, but it would be SUPER nice: We use Mail Merge templates in CRM for our contract creation (we don't use a Zoho Sign template, for a variety of reasons). When we upload contracts from a mail merge
Public forms, but requiring authentication
We are implementing a system which already has single sign on with Google Accounts, and now we would like to embed Zoho forms in it. Is it possible to make a form public (no invitation required), but to require google account authentication to fill it in, so that the variable zoho.loginuserid has a proper value? and if the user already has an authenticated google account cookie, use it, without prompting for user password? thanks, Gabriel
Contact_Name returns null
In the Deals/Potentials module there is a lookup field called Contact_Name: And in my deluge code I try to get the value like this: But it always gives me null as a result: What is the proper way of getting the associated Contact of a Potential/Deal?
Mark as read shortcut icon
Hello, Please add an icon for "Mark as read" in Inbox. I am now using Zoho mail as my primary email and have other emails from Gmail and outlook.com forwarded here. Some of them are confirmation emails which I dont have to read but to simply mark as read and move to a custom folder. It would be nicer if there's a shortcut on top instead of going through the menu. Thank you.
Cursor Problem
I having a problem with my cursor when using Zoho Writer. The cursor actually appears on the monitor two line spaces above and one type space to the left of where the type appears on the page when a key is pressed. I'm using IE9 on a computer with a Windows 7 Professional operating system. Is there a work-around for this problem?
Characters are jumbled no matter how slowly I type them
I'm not sure if this is a problem for others but I've found the new interface much slower to load and so on. Now, today, when I type in cells, no matter how slowly I type I am getting the words/figures scrambled. So if I was typing cat, I could end up with act or tca or cat. I am almost having to reposition the cursor for each individual letter or number I type. I'm still using the exact same browser, computer connection etc but this is very frustrating and makes Sheet too slow to be useful.
UI / UX - Limit Apps in Builder
Would it make sense to consider limiting the apps available in the Builder screen to those "activated" by the user? The idea here would be twofold. First, it would de-clutter and make it easier for users to find what they need. Second, it seems to take
Add option to clone Zoho Flow actions after those actions have been pre-filled
Hi Zoho Flow team, One feature that would be super helpful for organizations that have to use Zoho Flow for many of their workflows is the ability for them to be able to quickly clone an action already in use in a Flow. The cloned action would contain
Duplicate Records Alert email
Hi, I have my CRM setup so that I need to approve any duplicates. I have an administrator profile, and so I get the emails alerting me of duplicates. However, I'm the only one. I have two other users I have put as administrator profile, but they do not
Zoho Campaigns app is not working
I am a Zoho One user and I am trying to access to Campaigns from the dashboard but is giving me error
Online agents aren’t appearing online in Headquarters
We’re having an issue with agents setting their status to Online, and it usually sticks for a few minutes, sometimes a couple hours, but suddenly the round robin assignment stops assigning tickets. When this happens, I check the Headquarters page and
Approve meeting via whatsapp
When scheduled meeting our lead/contact get whatsapp massage. can we ask him if he is comming, and give him an ubility to cancel meeting or approve meeting, and his answer will approve an a meeting or cancel it, (we have a picklist field in the meetings
Update a Lookup field by automation
I want to be able to update a lookup field based on a contact's action/field updates, but I can't find a way to achieve what I'm looking for, as lookup fields don't appear to be updatable via actions or workflow rules. Background: We have 4 segments in
Using the Photo editor In Campaigns
Hi. When creating an email campaign I am use the photo editor by clicking the "wand" in the upper left hand corner to add a button. When I come out of the editor the photo quality is very poor. very fuzzy. screenshot shows original and edited photos in
Slow Ticket Creation
Good Morning, We have 2 emails for Zoho desk support@ and logistics@ we are finding the logistics@ email keeps getting delayed tickets. Had a ticket time stamped 8:15 am but did not show up in Zoho Desk until 9:49 AM This is the second time we have had
Cloning functionality - workflows, SLA and views and more....
Hi team, There a many time consuming tasks and action in Zoho Desk that could be easily and dramatically improved with a clone functionality. Is there any feature in the roadmap on this at all? Kind regards, Hasna Ben-Haddou Customer Experience Ma
Alignable on Social
Alignable is quickly becoming a popular place for businesses to connect and share. Has anyone at Zoho considered adding functionality for posting there?
Link to a Document Upload Field
I'm trying to link to a specific field in a report that is a document upload field, is there anyway to do so?
How to create an xml and post it to a Url?
Hi, Can anyone help me in providing tutorial or detailed procedure on creating an xml using deluge script that takes some of the input paramenters from the form and post it to a URL for getting some response?
Function #52: Automatically associate Price Lists to customers based on currency
Hello everyone, and welcome back to our series! Businesses operating globally often need to invoice in different currencies based on the customer's location. In such cases, maintaining item rates in multiple currencies becomes essential. This is where
How to use fields from referenced modules in workflow rules.
I have a custom module connected to Leads through lookup field. How can I use fields from that module as conditions in workflow rule that is triggered by lead creation?
Receipting / Invoicing for paid event bookings
Whilst it is great to e able to charge for events managed through Zoho BOOKINGS, the accountability of payments is rather lacking or am I missing something? I would be interested to know how others have manged to send their registrants to paid events a receipt or invoice (showing the amount paid) for events booked and paid for through Zoho BOOKINGS.
Formatting the Embedded Widget with Own CSS
I love the flexibility of customizing the colors of the booking page / widget. It works perfect for embedding the widget into my appointment page. However, things start to hurt when clients proceed to booking. My website is dark and purple and so is the widget. They click on the Book button and a bright white box pops out, looking so out of context. Is there a way to force my CSS code or file to format those pop-ups?
Calendar event link inside an email from Zoho CRM
Hello, I use a Zoho Form connected to Zoho CRM to create a customer record in CRM with a date-time field as an appointment request. Then, from Zoho CRM I have an automatization to send an email to my customer with the appointment details. I would like
Contact Record Created by Zoho Forms submission is not triggering the Review Process or the Approval Process
I have a Zoho Form that is creating a contact record in a layout upon submission. I have also configured a review process to run on creation of a contact record in this layout and have me review based on a field that is required in the form. There is
Job Posting and Publishing
Hell, I am signed up for the professional subscription which allows 250 jobs per month. I only have 25 jobs published, now i get the below message. "You have exceeded your job posting limit. Zoho Recruit needs to verify the jobs before you post more jobs. Place your request here to get approval." How am I exceeding my posting limit? How many jobs am i allowed to post PER DAY or PER MONTH on the site?
Non Profit Use - Household Relationships CRM
Hi! I am planning to setup Zoho CRM for non-profit use. In this case, I would like to be able to link accounts together (for example, spouses, or mother and daughter). I would want to be able to address either both of them or one of them in a marketing
Offline Usage
Do you have plans to explore options to use Zoho Project offline. I love it, but it presents issues that I cannot take my tasks with me when I am not connected to the internet on the road. I understand having all the documents and such available might not be possbile, but surely the tasks and milestones could be. I am thinking something with Google Gears. Please let me know. David Sarnowski
Projects offline access update
Chaps, Can you provide an update on plans to provide offline access for Projects? The latest request I found for this appears to go back to June 2009. Thanks.
Zoho Developer Community Monthly Digest - April 2024
Hello everyone, April was an action-packed month for the Zoho Developer Community! From insightful sessions on strategic software development to the conclusion of the exciting bootcamps in India, there's plenty to catch up on. Explore upcoming events,
Repayment of owners equity
Hi when I started using the free version of Zoho I transferred some money as an 'Owners Equity' loan. I now want to repay this. I can see I could repay the loan using Owner Drawings but this doesn't seem right to me. Can anyone help? Thanks John
Built-in Website Field is not correctly checking for duplicates in the API
While executing an upsert (https://www.zohoapis.eu/crm/v6/Leads/upsert), setting duplicate_check_fields to ["Website"] is not always working and, for some records, inserts another identical record. Creating another field of type "single line" and checking
Next Page