How to update from one subform to another subform field
Hi, help with code of deluge for zoho crm to update one subform field from another subform field in zoho crm
Lay out export from All Entries section of the form.
Dear all, Sometimes I like to export or print the data from all entries section. Although I made my own template theme, the export data from all entries is not using this theme. Can I adjust that somewhere in settings so the lay out forms still has my
Using Flow to import data from Gsheet
Hello with out going into detail as to why I do this I just need help solving this. I have created a script in gsheet to send sheet data to a webhook in Zoho Flow. From there I want send this data to Zoho Sheet. I currently have the following code below
Instagram not visible on campus level account
Hi there, We were facing an issue wherein one of our campus accounts wasn't able to post on Instagram, so we disconnected and reconnnected the account. Now, Instagram is visible to us but not to our manager at campus on Zoho so he is unable to post on
Finding a Zoho Developer
My company is currently migrating to Zoho One. We have an implementation partner who has dealt with the main development of the CRM, however we are UK based and they are in the US. We have realised we need to work with someone in our timezone who can
Regarding Free Credit
"Hello there! I am excited to inform you that as mentioned in the title, I am eligible for a one-year credit opportunity. I kindly request your assistance in moving forward with this opportunity. Thank you for your time and support
Notifications Page, with filters and options to turn on/off by type.
The notifications are not overly helpful as we are swamped with unnecessary ones. There are so many success notifications, we miss the failures. In an ideal world, clicking the icon would give the option to go to a notifications page. From there, notifications
Zoho Booksインポート時の税金の反映方法
～質問～ インポートで請求書を発行する場合に税金の反映が上手くできておりません。 「項目の関連付け」の項目で、どの①項目を利用するのか、その項目に②紐づけるデータについてご存じの方いらっしゃいましたらご教示いただけますと幸いです。 ～背景～ 基幹システムからエクスポートした請求明細のcsvを、Zoho Booksにインポートして請求書を作成しています。 しかし、この時に税金が上手く反映されません。 ※税抜き価格・税額・総額での表示を行いたく、税込み価格でのインポートは想定しておりません。 ※税
Change Custom Field from Text to Auto-Number
Hi, I've created a Custom Module to record Tenancy Information. The module has automatically created a Custom Field labelled Tenancy Name This Custom Field is a mandatory Text field. How do I change the Field Type to an Auto-Number please? Many thanks,
Close Application Form of a Job Opening without archiving it's Applications
We are struggling trying to find a way to Close Application Form of a Job Opening without archiving it's Applications. What's the best way to handle this?
Management of groups and users in Zoho One
Hi! From admin point of view, there are few quite frustrating problems with current design of groups and users in Zoho One. Groups Right now, we have groups in Zoho One, other groups in Connect and one more kind of groups in Vault. Users We add new users in People and assign to them department, designation, seating location, phone, etc. Unfortunately, those information can be found also in Connect but you need to enter them once again because they are not synced... Btw I prefer to add new groups
Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration
Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools
Zoho Assist customizing email templates
I see how to customize some of the content in the emails that Zoho Assist sends out, but we need to have continuity of style across all of the outbound emails that our organization sends. How can I remove the color boarder at the top of these emails, and remove or at least edit the footer of these emails?
Landing pages
Does Marketing Plus include any king of landing page creation, management, hosting?
Tip #5 : Setup Approval Workflow for your Subscription Business
Hello everyone, We have been sharing a tip every week to address specific business scenarios which can be implemented for your subscription business. Last week, we shared a tip about implementing the Refer and Earn Workflow system. This week, we will be looking at how you can set up an Approval Workflow for Subscription Business. Business Scenario: One of our customers had a special requirement for his Subscription Box Business. He runs a Pet Food subscription box business where the food items are
How to Calculate Ticket count?
Dear ZohoSupport, We have SLA model like this; Customers can open ticket releated to their SLA packet, and SLA packet says that, for example this customer can open 30 tickets for 1 year, Customer has opened 10 ticket then we want to see that, "This customer
Feature Request: Re-order Tasks
The ability to re-order tasks once they have been created will be incredibly useful, rather than the tasks being ordered only by the time they were created.
custom modules export/import
I have created custom modules in Zoho Desk. I would like to double-check that custom modules cannot use the export/import function? I cannot find my modules option in the options.
Adding Accountant to Books via Zoho One
I am on Zoho One and cannot add an accountant to Books. Can you please advise?
Introducing Zia Presentation in Zoho CRM
----------------Moderation 3.0, Date: 10th May'24--------------------------------------- Zia's Presentation feature is now available for orgs in US, EU, IN, CN, JP, and AU DCs. Orgs., with Enterprise or Ultimate editions with 20+ user licenses can access
API based user creation
We have a requirement to create users in zoho one using APIs. I am not able to find any APIs for the same. I saw a similar question asked about 4 years ago with no answers from zoho. Is there such an API? Will reaching out to their support team help?
Découvrons Zoho Backstage 2.0
Les événements physiques reprennent sont toujours ausi nombreux et les organisateurs sont impatients de créer des expériences inoubliables pour les participants. Mais cet enthousiasme s'accompagne d'un défi familier : tout gérer à l'aide d'une boîte à
Block user profiles from being record owner for Leads and Contacts
Hi, We would like to prevent some user profiles from being the owner of a Lead or a Contact. This is mainly to prevent human-error but also to make sure some custom processes are working properly. For example, there's no need for myself (as part of the
URL to a specific contact
Hi, We are using a PBX to receive inbound calls. Our PBX supports popping up an URL for each call where it adds a variable to the URL. For instance: http://linktocrmsystem<customernumber> where it grabs the customernumber from the IVR or it just uses the customers phonenumber as a variable. The problem is that i don't see this format when clicking a contact inside Zoho CRM. Is it possible to create such an URL where it links directly to a specific contact?
Zoho Analytics aggregate function breaking specifically with iscurrentmonth function
Hey friends! I have an aggregate formula Im trying to use that sums a column if iscurrentmonth returns true. Whenever I use this specific function, the formula will somehow return null and show no data in my column. Example below (you'll see Abaraham
How long does it take you to get Key Notes from a meeting transcription?
For those that have the OpenAI API working to generate Key Notes for meetings, how long is it taking to generate the key notes? I tested it and a meeting that had 10 minutes of talking and a total of 1,215 words in the transcription took 90 minutes to
Following example but API not working
Hello, I have follow the exact example in the documentation. But i cannot get the API worked. I have no idea what to put inside this line: addmap.put("updateData","{'':'1'}"); API: api/leave/updateInitialBalance Example scenario-Increase leave balance by 1 day, if the over time is more than 2 hours a day https://www.zoho.com/people/help/adminguide/automation-customfunctions.html Moreover, how could i get the full API reference for every module in Zoho People. Thanks.
Re-ordering work experiences with overlapping dates manually or by end date
Current issue: Scenario: A user (candidate) has 2 work experiences. Work experience 1: started on Mar 1, 2021 - Present Work experience 2, started on Sept 3, 2022 - and ended Oct 10, 2023 The challenge is that although work experience 1 is the current
Zoho Sheet and Zoho Flow integration
Hello, I have integrated a spreadsheet with two worksheets with Zoho Flow. The trigger 'Row created or updated' works well if I manually update the worksheet. However, I have enabled a macro through a button in one of the worksheet to modify the worksheet
Accounting on the Go Series-34: Effortless Transaction Numbering-Configuring Prefixes with Placeholders in Zoho Books Mobile App
Hi everyone, In business, maintaining a systematic numbering of transactions is crucial for organization and clarity in financial records. Each transaction, whether it's an invoice, receipt, or purchase order, is assigned a unique number to track its
Can I automatically create folders upon Zoho Deal Creation?
Our company is very creative centric and we need creative customer folders created for each deal created in the zoho crm. Is it possible to automtically created a folder with the deal name inside of workdrive when a deal is created?
Zoho creator - ajouter les infos de zoho crm avec le champs RECHERCHE
Bonjour à tous j ai fait ma connexion zoho creator zoho crm . Dans zoho creator je veux selectionner dans le champ RECHERCHE une societe presente dans Zoho CRM COMPTE. J ai pu faire le necessaire et les noms des comptes apparaissent, cependant j aimerais
Invoice QR Code Checkbox In PDF Template Missing
Hello, I see an option to add a QR Code, there is note see below, that mentions a checkbox, but there is no checkbox. Note: You can display this QR code in your invoice PDFs. To do this, edit the invoice template from PDF Templates in Settings and select
Billing
I deleted the former 2 employees, and now only have one user, yet I was still billed for three. Please advise, Sam
Visitors online don't working
I setup my account for our site migbusiness.ru . We need see visitors online depending from time spent by visitors in our site. But it isn't working. I add into site integration code(for chat and visitors track). I setup the integration SalesIQ with ZohoCRM.
live view is not working
Live view is not working on My website Can you please help When a customer come to my website zoho do not show me the location of the customer it not even show anythig my website Attaching a ss my be you understand my problem
Usage of OpenAi in SalesIQ
I am currently exploring ways to enhance our customer support services, and I've been considering integrating OpenAI with SalesIQ to leverage its capabilities for better communication and problem-solving. Specifically, I'm interested in utilizing ChatGPT
Field Dependencies - Controlling child field display order
Hello, I have two drop down fields on the Help Center ticket form and use a Field Dependency on the parent field, to control the child field contents. Initially, I assumed the child options I selected would just be displayed in the order I had them sorted
How Zoho CRM will consume Business Messaging Credit (Whatsapp) ?
let say I have 10 credits in Business Messaging like this I need to know credit consumption from Zoho CRM. How many conversation that I can make using that 10 credits? I really need to know so I can predict if my credit is sufficient or not. I have tried
Zoho Connect Widgets on CRM home page
We love the Zoho Connect widgets for birthdays, anniversaries, etc. However, most of our users are on CRM all the time. So we'd like to be able to use the Zoho Connect widgets as CRM widgets. Is this possible?
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