Save search dont working
I carry out research on a certain subject, then I save this search, to use in the future, when I use the saved search it doesn't work, so I have to repeat the whole process again.
Merge Field for Email templates - First name Only?
How can we use the Merge Field to use the first name of a contact only, not first and last name? {Trials.Customer Name.} is the tag that shows up now.
Announcing new features in Trident for Windows (v.1.8.3.0)
Hello Community, Trident for Windows has some exciting new features aimed at enhancing ease of use, with updates designed to elevate your productivity. Let's take a quick look at them. Desk eWidget We’re introducing the latest addition to Trident's lineup
Hiding Sections
According to the Creator new help page for sections, https://www.zoho.com/creator/newhelp/forms/fields/section/understand.html, it should be possible to hide or show sections (and in-turn all the fields that are inside a section). However, I am not able to do this, neither in Form Builder or using Deluge Script. How can I hide/show a section?
Manage Documents with SharePoint Extension in Zoho Projects
SharePoint is a digital platform to store and manage your documents. Multiple users can work on the same document simultaneously, which enhances your team's productivity. By installing the extension in Zoho Projects, users can access the documents seamlessly
Kaizen #31 - Subforms #API
Hello everyone! Welcome back to another post in the Kaizen series. In this post, we will discuss the Subform APIs. What is a Subform? A subform is a secondary form or a table that enables you to include multiple line items into a primary form. Every line item is a subform record. Your CRM data are often inter-dependent. Often, you may have the necessity to associate multiple items to a single record. In the technical lingo, we call these "line items". Consider we have a Students module to store student
Merge Contacts API Error
I want to use the Zoho Desk API to merge duplicated contacts. I wrote the following Deluge function to do this: merge_contacts_api_payloads = List(); merge_contacts_api_payloads.insert({'ids':{'842454000000989001','842454000002232455'},'source':{'firstName':'842454000000989001','lastName':'842454000000989001','email':'842454000000989001','secondaryEmail':'842454000000989001','accountId':'842454000000989001','twitter':'842454000000989001','facebook':'842454000000989001','phone':'842454000000989001','mobile':'842454000000989001','type':'842454000000989001','title':'842454000000989001','street':'842454000000989001','city':'842454000000989001','state':'842454000000989001','zip':'842454000000989001','country':'842454000000989001','description':'842454000000989001'}});
Hard to use Zoho Desk app for iOS
We often communicate with colleagues about tickets from clients. We use Slack as chat. In chat we refer to tickes using links to tickets (this is obvious). The link looks like this https://support.marketmixer.net/support/marketmixer/ShowHomePage.do#Cases/dv/c29ebf16fdf488af46583ee14320f40a0b498ee34174141d It is easilly opened on my desktop. Also you developed beautiful apps for iOS that I installed. My question is how do you expect we should use your mobile app if I received the above link form my
Worked hour report help.
Good day everyone, I need some advice with Zoho Analytics. I am trying to get a report that will show the work hours of a user. We are using Zoho People timesheet/time logs. I connected Zoho People and Zoho Analytics, and everything is working fine. So,
Customer & Vendor Numbers Are Available
Hello, I stumbled upon customer and vendor numbers, not sure if there were any announcements, but you can activate under Settings > Preferences > Customers and Vendors. A suggestion, please word Customer Number as Customer Account Number Thank you
Customer Account Numbers
Hello, possible to add a feature where the system generates a unique account number for business customers, thereafter the ability for sub-account numbers, for example for a company with branches. Thank you
Creator : Filter Pivot Charts by a Function
Currently pivot charts in creator will only show either all records or the logged in user records I need to be able to add a filter calling a function I have created to show results based upon the organisation that the logged in user belows to. float
Can't export all ticket from day1
Hello All, I had challenges when want to export all the tickets on the Zoho desk, the showing data was only around 365, and my work here wanted to export all of the tickets created on the Zoho desk it's around 5000 - 6000 tickets. FYI: I have tried from
What does the Email online/offline toggle do?
Can you explain what the Email online/offline toggle is for and does under a gents profile?
Mirror data from "contacts" to "deals" module.
Hello, I was wondering if there was a way to have data imputed into the "contacts" module be mirrored into the "data" module. maybe through a function? I know there's a way to do it in reverse by using a workflow, but my organization is most likely going
Updates to Underlying Data Not Showing
Hello Team, When I add a column(s) to the underlying data of a chart it does not stay added when I reopen the chart. When I try to save after making the intended changes I receive the message "Already saved. No modification found". I tried adding fields
Include SKU as an field option on Assembly Order template
When issuing an assembly order, it would be valuable to have the finished item SKU available for inclusion on the Assembly Order template. Currently you can only include the name. If we include a barcode which could be scanned into a production system...
Question about Subforms and Salesforce CRM
We are a small nonprofit, providing food and toys to families in the surrounding school district. We are setting up a Salesforce grant database to track family nominations, needing to get family address information and age/gender identity for each child
Adding SSL to my domain
I have bought an SSL cert on Namecheap. If i want to use that to the domain i bought from Zoho. How do I do that?
Grandstream Integration with ZOHO CRM
Can i be pointed into the direction of any resources/tutorial where i can Integrate ZOHO within a standalone PBX system i have ,Use case when a call comes to a extension it brings up the information from the ZOHO CRM database.
User can't see emails in the deal/contact if another regular user sent them directly from gmail. Source is IMAP
Hello! Managers use gmail mailbox that connected to ZohoCRM. But regular manger can't see this emails if the user sent them directly via gmail interface. If they were sent from Zoho interface it's ok but letters sent directly are not visible in the deal/contact
MA2.0 Forms in landing page not pushing information to Lists and CRM**Frustrated**
Hi All, I've been frustrating for over a week now with MA2.0. I feel it still has lots of issues that needs to be addressed. My main one is that I'm unable to capture leads/contacts from my landingpage. The landingpage is supposed to send the contact
What is a best practice around creating custom unique identifiers?
We want to create our unique identifiers that are not numbers, however, before we start trying to think through the potential solutions and problems.
Banking Access Still after removing the access from User Role
Hello, We want to restrict sales users from accessing banking features. Despite not granting any access in their role, these users can still view petty cash and bank account balances. Additionally, even when access is limited to specific customers, they
Charge for additional users at the end of the billing period
Hey there I'm selling a product where the customer for example pays $5 per user per month in an annual subscription. The customer can add and remove users during the subscription period. If he adds 1 user, prorated billing kicks in and charges $5 / month
Digest Avril - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Un nouveau mois se termine au sein de Zoho Community France. Faisons le point sur cette période. Zoho a le plaisir de vous présenter une version améliorée de Zoho Learn, remplie de nouvelles fonctionnalités visant à renforcer
Round Robin: Incoming tickets when agent queues are full
Hi, We were testing Round Robin and noticed the following: If a ticket comes in and every agent's queue is full (i.e. their number of open tickets is equal to the threshold value), then the ticket remains unassigned. When an agent's queue opens up, the
Round down all decimal points for sales transaction
When selling an item, company rules require rounding down fractions. Is there an option to set the rounding down after the consumption tax calculation? In Japan, company rules determine whether to round up all decimal points, round down all decimal points,
Synchronisation of Zoho Books Invoice with Zoho CRM
Hello, We are currently synchronising products from Zoho CRM with Zoho Books. So we can use the products in Zoho Books to generate new invoices. Is it also possible to sync invoices that are created in Zoho Books back to Zoho CRM (in the corresponding
MultiSelect Lookup Field is not available on Webform
I have 2 multiselect lookups in my leads module to select products and vendors that my client is interested in. These lookup fields are not available when I create a "Web to Lead" webform and i'm wondering why? I would like to avoid creating pick lists
VAT for 2 companies
Hi, I'm VAT registered If I setup 2 companies in Zoho books can the VAT from each be collated from the 2 companies into a single VAT return? The UK .gov website says:- " We are only able to accept one VAT return submission for a return period. As such
if the answer is no, show directly the submit button - howto?
Hello, I am building a form on two pages. At the very beginning I have a yes / no query. If the answer is yes, the two pages make sense. If the answer is no, you still have to click on the next page (on he last page also is a text field which should be
Migrating from Evernote, will it delete my Evernote notes?
Hi! I want to migrate from Evernote but have two questions first. 1. "Migration" suggests that the notes will be moving from one app to the other. Will this process delete all notes from Evernote, or will they just be copied over? I don't want to delete
Landing Page into an Email template
Is there a way to convert the landing page I created into an email template. I am wanting to be able to share it with our sales team to generate leads/downloads and would like to convert to an email or something they can send to their customers.
Zoho Landing Page Video
Is there a way to get a video to start automatically on a landing page if the video has been embedded?
{"error":"invalid_code"} resonse while requesting outh utl
curl --location --request POST 'https://accounts.zoho.in/oauth/v2/token?code=1000.d1f8xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxbd9&client_id=1000.HNOLxxxxxxxxxxxxxxxxx8IU&client_secret=81xxxxxxxxxxxxxxxxxxxxxxxxxxxxx37e&redirect_uri=http://localhost:61267/&grant_type=authorization_code'
Document Name in Footer
Hi, in the Footer it's possible to add the Document Name from a field button on the Insert toolbar. Is this Document Name dynamic or is it permanently set to whatever the document name was when it was created? Thanks
Can I access training central with my subscription level?
I am trying to use the Training Central feature. I have ZOHO ONE. Can I access and use Training Central with my ZOHO ONE subscription? If so, How? Do I have to upgrade my subscription to use the Training Central feature?
Zoho CRM - Change owner of note
Hey! I just started out with Deluge and Zoho and I'm trying to migrate all purchase orders to sales orders. All worked fine until I got to the notes. I effectively duplicated the notes but assigned them to the newly created sales order. This also works
Populate custom lookup fields from Sales Order item details
Hello! Hope you can help me out with this little issue. I would like to achieve this via workflow. Module: Sales Orders I have 2 custom fields ("Proyecto" API: Proyecto and "Separa Lote" API: Lote_Selecciona) I would like to populate these 2 custom fields
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