Product_Details causing error when using createRecord
I am trying to setup a function to generate a Quote document from the information provided by a Deal document. However I can not seem to figure out how to format the map for the product details properly. The error received: Function executed successfully
Adding Multiple line items into one single form
Can anyone help me figure this out? In addition to creating a new module entry, my form also integrates with an additional module to add line item info. So far, I have been able to add one line item into this via Zoho Forms to Zoho CRM integration, but
Adding Zoho Bookings to Campaigns and CRM
Hi, I want to be able add people who have booked a meeting to a list in campaigns, so I can add a tag or fill a field in Zoho campaigns. Is this possible? Thanks, Lydia
Google Ads and Zoho Bookings - Can we set a meeting booking as a conversion?
With Calendly it's possible to set a booking as a conversion within Google Ads. Is there any way to do this with Bookings? or would we have to via Workload API or can we add UTM tracking somehow? Thanks!
ايجاد طريقة لكتابة جمل باللغة العربية يتخللها كلمة او ارقام باللغة الانجليزية وتكون جهة اليمن من السطر بدون مشكلة
ايجاد طريقة لكتابة جمل باللغة العربية يتخللها كلمة او ارقام باللغة الانجليزية وتكون جهة اليمن من السطر بدون مشكلة
Can't Add A Comment To Project Using Deluge Function
Hi, I'm trying to add a comment to a project using a function in CRM but I can't find any examples of how to do that. I set up a Flow to add a comment to a project triggered on a field in the CRM but I would like to do it in conjunction with a function
Tasks created in Zoho CRM do not show up in Zoho Projects..
I'm new to Zoho and trying to see if using CRM and Projects will help with our construction projects. I understand what I'm wanting to do is a basic function but somehow I can't get it to work. I have Zoho CRM and Zoho Projects integrated. I can create
Can I automate duplicate merging
We have an issue of duplicate Accounts in our CRM. I'm sure this is familiar to everyone. Every once in a while I go in and manually merge the duplicate. Is there a way to automate this?
Folders and document types
Hi. I would like to ask once again about one feature - we really needs to have an option to rename, delete folders and document types over here: Some time ago it turned out that we need to change the names and structure in documents within Zoho Sign but
Unveiling Zoho Sites 2.0 - A New Dimension in Website Building
Greetings, Enterprise Community! We are delighted to announce the launch of Zoho Sites 2.0 today! This update signifies a substantial leap forward in Zoho Sites' capabilities, offering features that can profoundly impact your business. We invite you to
How to Sort a Collection(API data)?
So, I have something like this: versionList = Collection(); for each item in searchUrl.getJson("results") { year= item.getJson("year"); label= item.getJson("label"); catalog= item.getJson("catalog"); versionList.insert(year + label + catalog); } The only
CRM function to download file from File Upload field
If a file has been uploaded into a File Upload field, is there a way to download it? I found this in relation to Creator: URL format to download a file A file stored in the file upload file can be downloaded using the following URL: https://<domain>/<account_owner_name>/<appLinkName>/<reportLinkName>/<fieldLinkName>/download/<fileName>
Is it possible to update zoho projects task from zoho sheets having one way sync with the task details available in the sheet?
Hi team, I was working with zoho projects I am having a large number of tasks I am looking to have the tasks with the task information in a zoho sheet and create a one way sync between zoho projects and zoho sheet and update the tasks.
How to autocomplete a task
So, I have an approval process that automatically assigns a task to somone to review a lead before it's converted, but when they complete the task and finish the approval, the task isn't auto completed. Is there a function or something I can add so that
Favicon for each app
I can see in the general company settings that I can set a favicon and a company name. But I need this to be different for all the creator apps I have developed - not just the same icon for all of them https://creator.zoho.eu/userhome/MYACCOUNT/dash
Enable IMAP for all users (without clicking each one)
I know how to enable IMAP for a single user: >> Login to mail.zoho.com as Super Admin. >> Go to Control panel--> User Details--> click on the email address--> and you can modify the IMAP and POP setting for all the users in the organization. However I have many users in my organization, it's not feasible to manually edit each record. How can I either select and mass enable IMAP or enable IMAP by default for any new user (then I will re-import all users).
Zoho Creator
I have set up a workflow for sending an email upon successful deletion of an input ; this worked fine up until about a month ago. Since then it hasn't worked, can anybody assist?
I need to add an alias domain
I have tired to add up an alias domain with Go daddy with the following data but still couldn't here is the go daddy domain and host . 198.12.236.79
How to copy a zoho site?
Hello, I am wondering: is there a way to make a copy of your Zoho site, a duplicate that you can make changes on? Many other website builders (like Weebly, one I used to use) have this feature and so I was wondering if Zoho Sites had it buried somewhere.
How to remove "Powered by Zoho Bookings" text from footer?
Is there a hidden setting to remove the "Powered by Zoho Bookings" text from the page footer? For a paid product like Zoho Bookings I strongly believe it should be possible to conceal this text.
Give permission to cdata to view records from Zoho
Hi, I am a bit a loss here, I tried to retrive data from Zoho CRM with CData using my zoho admin account, but I encounter an error stating that I do not have permissions to access the records. How do I give permissions to CData to access the records that
Automatic Incrementing of Field in Form
Hello, I have an application that include a form comprised of several fields in ZOHO CREATOR , I would like the field labeled ORDERID to be automatically filled with a sequential number starting from 1 each time I fill out the form. How can I achieve
Bar Code Scanner with Zoho Inventory
Is this an integration being worked on? ideally we would use it for receiving inventory and have it auto-populate the quantities inside of Z-Inventory. Thank you in advance. Steve
How to delete my archived projects?
I have over 1200 projects that are archived. How to delete them all. I can only delete one by one project. I want to synchronize my project to books but i believe that my books will be populated with my archived client project. thanks
Real estate ZUG virtual meetup: Online file management with Zoho WorkDrive
Hello everyone, Join us for an upcoming virtual meetup tailored for the real estate community, focusing on optimizing online document management with Zoho WorkDrive. This event will provide you with valuable insights and practical tips to streamline your
Multiple Tickets from Same Contact
Hi, We have noticed our customers sending multiple emails to us (multiple tickets created). If I have a ticket open in front of me. How can I check from the same view if there are more tickets from this user. Dinar
Navigating email templates just got a lot easier!
Email templates are incredibly useful to agents who deal with a large volume of tickets every day. They enable agents to deliver help quickly, while setting the right tone and maintaining personalized communication. If your support team uses email templates extensively in Zoho Desk, you will have found that agents have to navigate a long list of templates to find the right one. We realized that this process could be much smoother for your agents with a little refinement to Zoho Desk. That's why
Autocomplete email addresses of Agents when CC or Forwarding
When replying to or forwarding a message, many times we wish to include another member of our team, either by CC/BCC, or forwarding the message directly to them. The system auto-completes the email addresses of customers, but we are forced to type the
Hide Default reports
Hi. I'm trying to hide the default reports so the team can see only the custom reports we made. How can I acomplish that?. I know how to create a folder and assign permissions to it, but I can't (or don't know how to) do anything with the existing default
Update EAN, ISBN & UPC terminology to GTIN for Items
GTIN is the new (since about 2005) naming structure for retail product identifiers, incorporating numbers/barcodes including EAN-8, UPC-12 and ISBN (from 2007). Zoho has adopted distinct fields for these 4 trade identification numbers, which could all
Is It Possible To Track Drop Shipments in Zoho Inventory/Books?
Hello, We have been using Zoho Books and Inventory for a few months now and have been overall very pleased with our experience. The drop shipping functionality is helpful as 95% of our business is handled this way. Although, the one area that has been
Is it any possible to disable/hide the add row option of subform in CRM.
Hello Team, Is it any possible to disable/hide the add row option of subform in CRM.
how to add one more logo
How to add another logo in header section
Uploads VS Storage
In the Basic paid Forms Plan it states there is 500MB of storage. However in the upload limits set on the forms uploads it says 20MB limit. How is the upload limit different than that storage limit. Should't I be allowed to accept uploads that meet my
URGENT: Forms.zoho.com giving Page Not Found error
Hello, We are using Zoho forms for collecting client feedback. presently all the links under forms.zoho.com including this page are giving page not found error. Any issues?
Not Receiving Incoming Emails ; possible error due to SPF configuration
Hi, Dear Concern, I cannot receive incoming emails, I have shifted zoho email settings from Go Daddy Hosting Panel to cPanel of my hosting provider. My Email was working good with Go Daddy but not working with cPanel. Account emails: groupmultitech.com
CRM feature request - insert images directly into the body of Notes section (not as attachment)
I'm wondering if it's possible to integrate adding images into the body of the notes in the CRM. We heavily use the notes feature to manage every time we touch base with a client, and when I record the interaction, sometimes a picture is relevant to get
Bulk resume downloading
An option to download resumes in bulk from the searches, would be very helpful. Now the only way to go about it is to download each resume individually from each profile, yes?
Suggestions for improvements - SecurePass
SecurePass is a great and useful feature, but is in its current form not very helpful. May I suggest the following improvements: 1. The ability to customise the text of the email the recipient receives. Not only is the current text grammatically incorrect,
Zoho Practice will discontinue support for older browser versions soon
Hello users, Starting from May 15, 2024, Zoho Practice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than
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