Key Shortcut for New Record
I suggest a control-key combination that acts like the "ADD" button. Bruce "Speedy G" Peaslee The World's Fastest Programmer
Custom Formula - Zoho Analytics
Hi, I want to see profit% for each customer. However the aggregate formula on the tool is not the most accurate as it ignores purchase discounts all together and gives the % on Sale Price and not Purchase Price. I tried adding custom formula but could
Sales order line description via API
Hi, I'd like to know how I can populate the Sales Order Line Description via the Inventory API (field shown in the image below) I have tried using the field called "lines_items / description" field in the API but this does not work as expected. Than
Remove edit rights after a Deal is closed
Hi, Is there any way in which I can remove the rights to edit a Deal from "Potentials" tab for users after the Deal reaches "Closed Won/Lost" stage? Thank you!
Assessments - access to data and integration with other services
Good Morning - Is there an update on enhancements to Assessments. There has been some great work done this year to expand the scope of Assessments to include Recruiter and Interview assessments. There has not been any improvements to the functionality within assessments. The last update I had on that was that the team was working on having assessment data accessible (through merge fields, api, to use in workflows etc) and that there would be the ability to work with external assessment tools, specifically
How to enter several contacts into the same DEAL
We use to manage groups after the deal has become done, but there not exist a fluence way to enter all those persons or at least, I don’t know. Have tried throught the "contact roles” but I need to make several steps just to enter 1 contact. I’m sure
got error of 404 while fetching ZOHO inventory data
I trying to fetch data from Zoho inventory, I got the access token and refresh token, but when I am trying to fetch inventory data I got the error 404 code with this response,"{ "url": "https://inventory.zoho.in/api/v1/items?response_option=2", "status":
CORREO
Cordial saludo, Me pueden informar que pasa exactamente con mi usuario, ya que no me llegan correos, nI tampoco me deja enviarlos. Necesito una respuesta lo mas pronto posible, ya que es un correo de información corporativa ¡feliz día!
urgent request
hello Impossible d'envoyer un message :Raison :554 5.1.8 Email Outgoing Blocked for this account best regards
Emails Vanished from Inbox and Sent Folders
I sent an email to Zoho's support team on this, but wanted to check if it's a wider issue. All emails from my Inbox and some from the Sent folder disappeared yesterday evening. Checked the Trash and Archived folders too - nothing there. Did anyone else
I'm not receiving some emails....
Hi, I'm having trouble with receiving some emails. It happened several times already and I'm using this email address for my business so it is quite annoying. Is there anything I can do? Some changes in my settings? Why does this happen? Looking forward
Email Forwarding Extremely Slow
It currently takes an average of about a day for emails to be forwarded from my Zoho account to my Gmail account. This is far too slow to be truly useful to me. Is there a way of speeding this up?
Filter API
Hi, I gave my supplier an API so he could send me leads directly to the CRM, now the supplier wants also to see what is the status of the lead by API. How can i give him an API so he could get only his leads and not other leads in the module ? Thanks
What's New in Zoho Books - March 2023
Hello users, We are back with yet another set of features and enhancements designed to streamline your accounting processes. Let's take a quick look at what's new this March: Tax Deducted at Source [Global Edition] TDS (Tax Deducted at Source) is a mechanism
Approval Process Configuration only for Purchase Orders
Hi, Is there a way we can configure the approval process in ZOHO Books only for the Purchase Orders instead of entire Purchase related transactions.
Customizable Favicons for Zoho Creator Applications
Dear Zoho Creator Team, I'm writing to request a new feature: the ability to set custom favicons for individual Zoho Creator applications. Current Limitations: Currently, Zoho Creator only allows setting a single favicon at the organization level. This
Provide same functionality to CC field as for other ticket fields
Issue I'm not able to do much with the CC field for Help center users, as it is a somewhat special field today. It is not visible amongst other ticket fields and it can only be activated at a specific place: Settings > Customization > General Settings
Zoho CRM Reports Aggregate Column Sum Missing
Hello, In two out of three custom modules in our organization's CRM, the aggregate column for reporting does not show the "sum" feature (image below). I'm not sure what the case, but the reports are generated the same way in that there are no other parents/children
Zoho Notebook Web clipper breaks a website
Hi, Using Zoho Notebook Web Clipper extension 2.1.4 with Firefox 125.0.1 (64-bit) on Windows 11. Today, I logged onto my health insurance provider's member portal website, https://member.umr.com. I found that the menu of available options was not working.
Problem loading Zoho mail.
Hello , i have problem loading https://mail.zoho.com/zm/ . It keeps loading the following page: s Try with a different account and still the same issue. Thanks in advance.
ZOHO BOOKS REPORT IN RECEIVED PAYMENT DOESNT HAVE INVOICE DETAILS I NEED TO MANUALLY CLICK IT TO SEE THE INVOICE DETAIL
ZOHO BOOKS REPORT IN RECEIVED PAYMENT DOESNT HAVE INVOICE DETAILS I NEED TO MANUALLY CLICK IT TO SEE THE INVOICE DETAILS
Custom Function that checks created Lead exists as a Contact
Hi Here is a neat Custom Function that check a created lead to see if a Contact already exists in CRM for the First Name, Last Name and Email. Before adding the code create a notes single line field and add it to the Leads module. Name the field 'Contact Check'. When creating the custom function don't forget to click 'Edit Arguments' and add 'leadId' and map it to the 'Lead Id' field. Here is the Custom Function to add: leadid_str = leadId.toString(); leadDetails = zoho.crm._getRecordById("Leads",leadId);
Zoho Creator Upcoming Updates — March 2024
Hello all! Zoho Creator remains committed to enhancing your productivity and efficiency, and this month's update reflects that dedication. Here are the improvements coming your way this month! Voluminous data processing using batch workflows Importing
Canvas Layout Explanations?
Where can I find explanations on how to understand the guides shown in canvas when you move things around? I spend MOST of my time trying to get sections to align properly when the screen size changes. An explanation of best practices for layout would
PDF Format of ZOHO form
Hi Some of the fields are missing in the PDF Form, how can i correct it
Multi email acounts/domains
We are a Zoho One customers, and all our users are set-up to send/receive email via our domain/IMAP, which we can see in CRM. All good! We also have a separate lead gen website with a different domain. How can I set-up Zoho One/IMAP/CRM to send/receive from this domain too? In short: How do I set-up a user to be able to send/receive in Zoho One/CRM using two different email addresses/domains?
Zoho User Group In-person Meetup in Sydney - Hybrid Project Management
Dear Users, We are happy to announce the Zoho User Group Meet-Up in Sydney. The initiative aims to bring together product users and experts to provide a platform where we can exchange ideas and share best practices. Our product teams will help users understand
Change “auto disable on” for user
I have a user with auto disable set for a date in the past, I’m trying to reactivate their account but every time I re-enable the mail service, it disables again moments later. I can’t find an obvious way to clear the auto disable (which i presume is
Modèle campaign
Bonjour, Il y a des colonnes de notre modèle qui disparaissent lorsque nous insérons notre modèle dans une campagne pour l'envoyer MODÈLE: CAMPAGNE INSÉRÉE EN VISUALISATION
Different Units for Purchase and Sale
Hi I have strange question. I want to use Books for my Purchases and Sales with Inventory (not the Advanced Inventory). I am into Aqua Culture. I buy baby fishes - let say 100 nos. These are grown in our ponds where they grow and become adult fishes.
UNDO Purchase order received
Is there a way to un-receive a purchase order? I purchase order was made and the product was marked as received when it shouldn't have.
Bank Transaction dates (not invoice dates)
I do my accounting on a cash basis and ideally, bank transactions would appear with the date that they occur. However, if I match a bank transaction with an expense invoice, then the bank transaction date is updated to the date of the expense. So for
Can't copy and paste from email in Zoho email client
I don't know what happened, but I have lost the ability to cut and paste information from an email.
Upadte field using validation rule function
Hi, i am trying to format phone field using validation rule, code works in workflow rule (tested), but i need to make this work inside validation rule function, since i already have tons of automation on workflow rule, and i would have problems if this
Error source reference links on Linkedin
After creating a webinar in Zoho and its different source reference links, when sharing them on LinkedIn, the preview is not visible. Después de crear un seminario web en zoho y sus diferentes links de referencia de origen, al compartirlos en LinkedIn
Update on Links in Portals?
There was talk that Zoho was going to implement external links and buttons into Portals. Some buttons linking to external websites and Google Maps would be great. Any idea when this is happening? Also, it would be great if there was a general text field
"code":2945,"description":"EXTRA_KEY_FOUND_IN_JSON"}
Hi, Good mornig , I have a problem with add data to creator API and I don't understand for why. The same process be have correctly excute the last week. {"code":2945,"description":"EXTRA_KEY_FOUND_IN_JSON"} I need you help. Thank You
Get record data not full
Hello, I have a problem when I add a related list using a custom function to get a subform of data from another module but why the displayed data is not full. original data from this after get data and implement on related list //Get Pipeline Data ID
ZOHO IVOICE OU FACTURATION avec Zoho crm
Bonjour à vous je crée actuellement une appli sur zoho creator, avec un espace perso pour mes clients. dans cet espace ils pourront consulter leurs factures . je me pose la question . quel est le plus simple : creer les factures avec zoho crm Creer les
How Can I Import an Outlook PST Into Zoho Mail?
Please, Provide me with a step-by-step process Thanks and Regards Adam Watson
Next Page