Deluge Task - Add Channel Members by Email ID
Hello, I would like to add specific user to Cliq Channels, below is the Rest API documentation POST https://cliq.zoho.com/api/v2/channels/{CHANNEL_ID}/members Payload : {"email_ids":["scott.fisher@zylker.com","ryan.west@zylker.com"]} ========================================================
Zoho Learn and Portal
Hi, A training company would like ot use Zoho One and they're asking about using Zoho Learn for training and follow up of the customers trainees. They 'd also like to be able to use Meeting for general training sessions. I'm not sure to understand how
Zoho Cliq x Bot to send message to channel
Hello, I am trying to integrate Zoho Cliq & Zoho Connect to achieve below: Whenever a post is posted on the wall of a group under Zoho Connect, a message card is sent by a bot to corresponding channel. However, it is found that I have to add the user
Show candidates on map for nearby job openings
A function to locate nearby candidates to the job opening location, to show and list them on e.g. Google Maps or OpenStreetMap. This function would be very helpful for staffing agencies. There is a extension for CRM calles "Mapsly" I think this is a similar
Social Media Simplified with Zoho Social: How AI can help curate content
As a social media marketer or a content creator, how many situations have you faced where your draft didn't move beyond a certain point, no matter how hard you tried? As a writer, have you faced a creative block where you struggled to come up with engaging
Zoho Voice integration with Zoho Desk
Dear Desk team, I know that Zoho Voice has just been released but would like to ask this question as a few of my Desk clients would really be interested in this. Is a Zoho Desk integration with Zoho Voice on the roadmap? If yes, any information about
Function to Create a Pop-Up Window on CRM user(s) next Sign-in?
Hello I am trying to create a custom function that I can initiate through a Zoho Flow I am thinking.... Trying to figure this out. I want to be able to trigger this and either add a custom message (that contain GIFS ?) or possibly even play a custom made/uploaded
Self Client Token Generation
I have used the code created from Zoho Api Console to generate access token but as the code has maximum 10 mins expiry time I have to manually create the code again and again. Is there any other way to automate it? I mean any API to create the code for
Lead Status
According to lead status (i.e. interested, not interested) contact owner should be change, how do I solve this question. Hint: Use of dummy account.
Electronics Repair Management
I would like to design a package that integrates with Zoho Books. It would function much like Shop Manager at mysm.co (what we are using now). It would allow a computer (or other electronics) repair company to take a check-in on a computer, recording the customer's information, description of the problem, computer serial number etc. Then it would print out two copies of a check-in receipt, with a customizable disclaimer and a ticket number. The customer would sign one for company use, and the other
Coming in from Quickbooks - Trial Period
Hello. I have spent a decent amount of time extracting and formatting data to bring it over from Quickbooks. An initial hang up that I need help with that has no easily accessible guidance on: I receive this rejection when importing Invoices "Item Price:
[Free Webinar] Creator Tech Connect series - Rebranding mobile applications in Zoho Creator
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
Run a Python Script
Hello, I am wanting to create an integration that would take in a PDF file that is attached to a Module within Zoho CRM, gets the data from that PDF, then creates a new PDF based on that data. I am able to do this in python, however, I haven't been able
Zoho Social support for LinkedIn personal pages?
Are you working on support for LinkedIn personal pages? Posting to my company page is not sufficient. I am a solopreneur and, as such, my personal LinkedIn page is my brand as much or more than than my company. Please advise. Thanks,
Create Campaigns in Campaign module. Work on auto assignment of policy records to these campaigns.
Hi Team, Please check the below code & Screen Recording as per our requirement. Could you please provide the deluge script as per the screen recording. We expect the code for Automatically add the policy records under the Campaigns. (With Relationship/
Bulk update date format
Hi, I'm trying to bulk upload data, including Date fields from csv file using php sdk. (v2) All the fields successfully update except all Date type fields. The field mapping code (taken from zoho examples) is $fieldMappings = ZCRMBulkWriteFieldMapping::getInstance('first_date',
Why do my Accounts have two Contacts sections?
When I click an Account I see the name, phone, address, parent account, territory. Then there is a section called Contacts which has 5 contacts. However, when I keep scrolling down (or click the Contacts item in the left menu), I see 33 contacts, which
Add cover page to mail merged document (Writer)
I need to generate a single document from multiple CRM records, so I do a mail merge with a Writer template. Is there any way to automatically give this document a cover page? If you include the cover page in the template, it will of course be repeated
Custom Multi-Line Field Email Checker ?
I see there is on the Marketplace great extensions for both the phone checker and email. Unfortunately neither are a good use-case for how we operate. I am looking to create a custom function (whether this be through Button or Kiosk) where once clicked,
The Social Wall: April 2024
Hi everyone, We hope you all had an eventful month. We're back to tell you everything that happened with us during April. Some product updates that went live are: Publish Stories to Facebook You can now directly publish a Story to Facebook from the Zoho
Group Emails
Are there plans to allow email groups in Zoho Mail? This is really inconvenient when adding multiple email addresses on regular basis...
Address could not be found.
I've entered all MX records correctly and receive this message when testing the email address. Please advise Your message wasn't delivered to info@glowworkshub.com because the address couldn't be found, or is unable to receive mail.
Diagnostic-Code: 5.7.1 [C15] RBL restriction: Blacklisted by Internal Reputation Service - 136.143.169.55
Hello everybody, I am trying to send an email to my customer to reply to an issue he's having but everytime i try to send it I always have this error Diagnostic-Code: 5.7.1 [C15] RBL restriction: Blacklisted by Internal Reputation Service - 136.143.
CRM feature request: required file upload
File upload field does not have the 'set as required' option: Other fields do, e. g. a pick list: In some cases I'd like to make a file upload mandatory when creating CRM module layout.
Generate automatically Sales Orders when deal changes status
Hello, I need a function to automatically generate sales orders when I change the stage of the deals/potentials. I have to create a workflow rule: When deal/potential stage changes to "Pedido", then activates a function to automatically generate a new sales order record mapped to that potential/deal. In the new Sales Order record, I have some mandatory fields I need to update as follows: Fecha (date field)--> needs to be updated with current date Fecha de validez(date field) --> needs to be updated
Working with Contacts, Leads and Potentials
I have proposed this before but I want to make sure that Zoho is working on this functionality because there is no master list of work in process for the users to review. Currently Zoho does not let you create a lead for an existing contact. If you try
Field validation: prevent future dates
Hi, I'm trying to find a way to put a validation on my date fields in a custom module so that users cannot enter a future date. How can I accomplish this? Also, I created a custom "Event Status" field that I want to prevent from being set to "Closed"
Is there a way to Blacklist clients?
Is there a way to add clients (accounts) on a blacklist, for example if they fail to pay? I was thinking perhaps creating a 'Blacklist' button that could be ticked, and once selected prevents a Deal from being made for that particular account. Is there
Is Zoom Phone for Zoho no longer an extension?
We have it installed but it's not working.
Integrate Zoho Sprints with GitLab reveals too many information
I fear that every Sprints user will get access to all repositories the authorizing account has access to in GitLab. The integration does not seam to care about the authorization and mapping from a security point of view (NDA, IPA and code security). In
How to calculate total weight of order?
Hello, I have added a customised field for the weight of an item under "Products". I have also figured out how to make this weight show in templates. Now the question is, how can I add a calculation at the bottom of quotes/invoices/sales orders/purchase
Zoho One Org Account - Buy 1 PageSense License?
My organization has Zoho one accounts. I’d like for an outside consultant to be able to access our PageSense App to be able to read reports, create experiments, etc., but I don’t want to buy a whole other Zoho one license - I’m only interested in having
Unable to receive mails
So I manage the company's mail. And for like a week now we have been unable to receive mails. Clients say they send mails, but we did not receive any. To confirm I even sent a mail from my personal email to the company's but it did not drop in the company's
Moving mail to a folder has stopped working
Hi, The ability to move a mail to a folder seems to have stopped working. I used to be able to either drag the mail to a folder with the mouse, or select it with a tick box and then pick Move To from the menu bar. However, in the last few days, this has stopped working and now, no matter how many times I do it, the mail remains stubbornly in my Inbox. This seems to be the same whether I use the webmail interface or the Zoho mail iOS app. Great if you can advise how to get this fixed. Thanks.
Fetching transaction details from the payment workflow
Hi, In the payment workflow of Zoho Creator, once the payment is successful, the payment details like Amount, Transaction ID, Creator Reference # can all be viewed from the particular Form's report view. The question here is, Is it possible to fetch those
A Simple Work Ticket Solution
We're currently looking for some assistance with developing a "work ticket" solution using Zoho Creator. Unfortunately, our current contractor's efforts have left us with a solution that doesn't quite hit the mark for our needs. Here's what we're aiming
Zoho Creator - Pages - How do I click an element in a report on the left and have that element populate a form on the right?
Use Case: I have a product list on the left I want to create an order for that product in the form on the right I wish to click the form on the left and have it update the form field on the right I will then finish the details of that form. This will
Update content offline on mobile
The client wants to scan barcodes in his inventories, and to see the inventory scanned in real time. He uses a mobile phone and an external barcode reader, which just pastes the barcode value with a line break in the end. The challenge here is to make
Disable / Hide 'Convert' option in Zoho CRM
Hi all, Is it possible to disable or hide the default 'Convert' option in Zoho CRM. For example: Inside Leads Module, I need to disable / hide the 'Convert' Button (Please find the attached Image). Thank You!
A simplified way to record fixed asset sales
Hi there Can Zoho please provide a simply clear way to record fixed asset sales please? Which would allow for: Removal of the asset off the B/S A simple way to account for the depreciation A simple way to account for any profit or loss on the disposal
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