Choose Organization from Resume Extractor Extension
Issue: Right now, the Resume Extractor chrome extension takes the default organization when importing candidates. Since we are using two organizations: one for our Agency Business, and one for our internal hiring, we therefore cannot import candidate
How to create an Auto number field?
Is there an easy way to create an auto number field that I can use as my primary key field like I can do in Access database? Why isn't there an option for a number field to auto increment the number and also an option to start at a particular number instead of zero or one? I've suggested this to Zoho support and they said they might add it someday in the future. Maybe if enough of us ask for it then they will. In the mean time, which code do I need to enter to create such a field?
Function #36: Mail item list to customers using Custom button
Hello everyone, and welcome back to our series! In response to ever-changing market conditions, inflation, and cost fluctuations, businesses often find it necessary to revise item rates to sustain profitability. Following the changes, it also becomes
How to add customer details to form when they sign up
I have customers signing up to my application which I then approve or reject. The are inputing their full name and email address. I would like them to then input other details in the Member form that we have like phone number, address, and other details.
Using API V6 on Client Script
Hello, Can i using API V6 in client script to get all data from related field? if possible how to do that
Better custom connection interface
Microservices / custom connections are really problematic to use at the moment. To test if they actually work, you need to create it, then enable it (which is a multi-step process), then write a API call in Deluge then call it. You should be able to:
Can't Sync Zoho Campaigns with Zoho CRM
Steps I'm taking: 1) In campaigns I'm clicking "Contacts > Sync Services". Zoho CRM is the first choice and it says "Accounts not associated". When I hover over the image a button appears saying "Associate New Account". I click this. 2) A new window
Can I tie Leads to Accounts pre-conversion/pre-Opp creation?
Hey folks, I'm new to Zoho, trying to work out how my company is going to manage Leads within the CRM. I've done some googling and posts from 8-11 years ago explain that you cannot tie Leads to Accounts pre-conversion. I can appreciate that may have been
Syncing Zoho Finance Sales and Purchase Orders with Zoho CRM Sales and Purchase Orders
I have been hoping that Zoho would provide an out-of-the-box solution for syncing Sales and Purchase Orders between Zoho Finance and the native Zoho CRM Sales and Purchase Orders. I initially asked the question 6 years ago! My eCommerce business processes
não consigo enviar email!
consigo receber e-mail normalmente no meu domínio. mas por algum motivo não consigo enviar e-mail. aparece a seguinte mensagem: "e-mail invalido" sendo que os e-mails utilizados são validos! gostaria da ajuda de vocês para resolver esse problema! ob
Cambiar nombre al formulario que se visualiza en el navegador o url
Hola, quiero cambiar el nombre que le aparece a las personas que llenan el formulario web, especificamente en la URL, pero no me esta dejando hacerlo, no encuentro la opcion de hacerlo, como lo puedo cambiar?
Access Token Throttle reached within Postman Cloud
Hi I am having all sorts of issues getting Zoho API calls to work within Postman. One of it being the token generation. I can manually run the request and generate an access token just fine, however when I schedule the request in a collection run within
No copy-and-paste
I'm trying to copy and paste between notes and nothing is happening. Nor can I copy from save note to a pages document. I'm running iOS 17.4.1 & Notebook 6.4.2
Keep filled roles published but without the ability to apply
Hello, As a the career site is useful for candidates to apply on jobs but also for showing to prospects (and candidates) what kind of jobs we are used to work on, it would be nice to be able to choose to publish filled jobs but noted them as FILLED (it
Smart Descriptions for Smarter Hiring Moves
Efficiency, precision, and unparalleled productivity are the pillars of successful businesses, especially in the dynamic realm of recruitment. We're thrilled to introduce a groundbreaking tool designed to redefine how you craft and optimize job descriptions
Is it possible to display a CRM report chart in a module layout?
I have my Accounts module. I want to display a chart showing monthly sales to that account over the lifetime of the Account. I can create this chart as a Dashboard module, but I can't see how to embed it in the Account page. If it is not possible to embed
Zobot and Flow Controls conflict
Hi, I configure a zobot with the codeless interface without any issues. But i'm facing a problème when I published the zobot. The zobot start the chat when a visitor clic on the chat button but a form appears in the conversation from Flow Controls and
Required Pending Orders Report In Zoho Book
Dear Zoho Team, Greetings Of The Day! How Can We Get Partially Open PO's Reports In Zoho Books? We Are Waiting For Your Positive Reply. Thank You.
How to account the amount received from customers for a specific purpose and do not form part of my revenue
I receive amounts from customers for making TDS and GST payments on their behalf. For example, I receive 10k from a customer on 5th of a month and I make the remittance to the Govt. on 7th. How can I account these transactions? Is it possible to create
Limit of the number of expenses on the free plan
I have a question regarding the expense limit on the free plan, and I would appreciate some clarification to ensure a better understanding. Is the 1000 limit on the number of expenses in the free plan per year? Although the question in your FAQ seems
Custom contact field on the help center form
Hello, I'm looking for a way to add a custom contact field to the help center form. How would I do this? Thank you in advance for the help! Kind regards, Luuk Schalk
Duplicate Ticket when send email.
Good Day, When reply made in new email and send to zoho desk with subject "[## ticketnumber ##] subject" it returns a new ticket in zoho desk, but when agent reply to the ticket even if it is a new email or reply with this subject format "[## ticketnumber ##] subject" it will be a new thread to a ticket which is what I want. I hope it will solve. Thanks.
【Zoho CRM】キオスク機能の紹介
こんにちは、コミュニティチームの鳥越です。 電話連携の投稿では、ご質問およびナレッジを共有いただいたユーザーさんありがとうございます！電話連携は、こちらのコンテンツも参考になるかと存じます、ぜひご覧ください。 さて今回は、Zoho CRM アップデート情報の中から以下を取り上げます。 【Zoho CRM】 キオスク機能リリースのお知らせ *適応環境：エンタープライズプラン以上 ◆キオスク機能とは？ 特定の処理を行うための専用画面（キオスク）をノーコードで作成できる機能です。自社の業務プロセスにあわせた画面の表示、タブをまたいだ処理などが可能です。
Support Macros in Zoho CRM Inventory Modules
Hello all, It will be nice if you allow the use of Macros in inventory modules like Quotes, Sales Orders and Purchase Orders. There a lot of repeating actions that we do when we manage those - for example upon Quote acceptance and a Macro will be very
Keyboard Shortcuts
Is there any way to make a keyboard shortcut to add a new record to a report?
DKIM for Campaigns from Google workspace email
Setting up our first campaign with Campaigns and want to validate with DKIM. We are not sending from our web domain, but from our google workspace email accounts. On Dreamhost, who host our website, they provide a DKIM text string named google._domainkey.
I'm trying to post to wordpress, hosted by me, but I can't configure it.
I'm writing my articles on zoho writer, but when is time to publish, I can't use the option post to wordpress. The only option I got is to post to a wordpress hosted blog, and I'm hosting my blog and I'm uable to find where to configure that. Thanks.
looking to automate posts on facebook
so i am using zoho social to post to social media but unfortunately it does not post to personal pages and walls, so i need assistance in using zoho flow plus the facebook api so that as soon as a facebook pages page or group has a post, it will automatically
The task has been terminated since the API call is taking too long to respond
Hi there, I am using Deluge with invokeurl to make several API calls within a loop. The API calls itself, when using Postman, are done within 2-3 seconds (all togehter). When using Deluge it does take much more time and ends up in "The task has been terminated
A Comprehensive Report: Ensuring Data Diversity and Compliance with Zoho DataPrep
Executive Summary: In today's data-driven landscape, organizations face the challenge of managing diverse datasets from various sources while ensuring data cleanliness and compliance with regulatory standards. Zoho DataPrep offers a robust solution to
Background Image
Hi,I'm trying to insert a background image (i only found watermark command to do this) to my document but I'm getting two problems. First, I get a blank space, as if the image I'm using wasn't big enough (not the case) And second, when I export the file as pdf the space get even bigger Thanks a lot, Gery
NO PUEDO ENVIAR CORREO
Puedo enviar correos a algunos destinos pero a otros no, como por ejemplo este correo que adjunto como imagen el error que sale. Esperando su ayuda para solucionar esto. Espero su respuesta. Gracias.
How to print a pivot table report (ZC 6)
Greetings, I hope this message finds everyone in good health and safety! I have created a Pivot Table report and it is functioning well. I would like to provide a "print" option for the user, which would load a view allowing the user to configure the
Get Info (alert) for SLA accounts when creating / editing a ticket
Hi, I tried to program an info / alert, while creating or editing a ticket, when an account has an SLA. Since I couldn't find any relationship to the SLA database, I added a decision field to accounts. A workaround could be if the account also has products
Can a client close a ticket from an auto response?
Hi, We are looking to set up auto replies to customers when they raise a ticket. Within this reply we would like to include a link for the client to click if they need to close the ticket before we get back to them. This sometimes happens whereby the
change account of the ticket without changing the contact profile
Sometimes third parties (such as accountants) send us e-mails regarding more than one of our customers (accounts). To handle this, we need to be able to choose what account is related to a ticket, without changing the contact profile. Do you have
automation taxe new troubleshooting
i have selected the new automation taxe the error message says 11 659 clients don't have the address correct. It is cause when we create a client, we don't put the province. then the automatic taxe selected is the one just for canada. how to skip to have
Payments has been disabled for your account. Please upgrade your plan to enable this feature.
Hi, Does anyone know why I can't record bill payments after upgrading from Free to Standard plan? It's a basic bookeeping feature, does it require Pro plan? Thank you
bank fee when tried to record a payment for a bill
I am wondering if there is a way to record the bank fee when we do the T/T wire to a supplier. Let's say the bill is 200 USD, and we have to wire 10 dollars more to cover the bank fee on supplier's end, thus making the actual payment 210. I do not want
Autentificación de dominios en varias aplicaciones de Zoho
Hola, Si autentifico dominios en Zoho One, ¿es válido para todas las aplicaciones de Zoho que tenga en mi plan? A día de hoy estamos autentificando los dominios en cada app de Zoho que hace uso de email y es un lío para la empresa que gestiona nuestros
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