How to get zoho.loginuserid or loginuser in JS SDK Widget in Creator?
I want to use zoho.loginuserid and zoho.loginuser variables inside my JS widget. How to achieve this? Keeping in mind that these 2 are very important variables. Would parsing as parameters be an option?
Simplest way to test for success/failure of updateRecord?
Hi I am wanting to check the response to an updateRecord call in a custom function invoked by a button to signal success or failure. update = zoho.crm.updateRecord("Forms",recID,updateData); if (?????????) return "Success"; else return "Failure"; What
Payment reminders in different languages
We are a company in country with multiple languages. For the invoices, estimates, ... there are no problems, because you can make different templates in different languages and associate the correct templates to to correct language from your customer.
No audio, no OBS compatibility
Issue 1 - Meetings often has no audio. I find that I have to login to Zoom where I can then turn up the mic and head-phone volume. Apparently ZOHO shuts the volume off without an option to turn it back on in the settings. Nowadays I use Zoom instead.
Customizing Layouts with Help Text
I would like to add some simple instructions to the top of a few modules such as Cases, so that when a user creates a case there are instructions at the top for a few of our procedures. Is it possible? I only see the option to add sections and custom
Data imported through URL data sources will show HTML codes instead of special characters.
We have a data source configured to import information from a URL. Some of the data contains apostrophes that will not be displayed as the actual characters but as HTML code. Example: let's go will be displayed as let's go Is there an option in the
Need Query to Output as Date
Hi, I'm new to Zoho/queries.....In my formula below, I need "23-24 Start Date" to output in a date format, but when i try to change the data type after I execute my query, it says it's not compatible. How do I fix that? SELECT "Staff Demographic Data
Creating a purchase order via API
Hi I'm trying to create a purchase order via API (https://www.zoho.com/inventory/api/v1/purchaseorders/#create-a-purchase-order) This is the payload: { "purchaseorder_number": "PO-1002", "vendor_id": 239026000000448513, "date": "2022-06-28", "status_formatted":
Price book - just informational?
Hi, I'm not able to figure out what Price Books does, apart from holding information. It does not seem to interact/affect quotes/invoices or any other transactional document related to a product and its price. I've read many topics here, most of them
Is there a way to access a related module's fields in a formula field?
Let's say you have a 'Student" module and a "Classes" module. Within the Classes module, there is a "name" field and also an "grade" field. In the "Student" module, is it possible to create a formula field labeled "Math Grade" that retrieves classes named
Tip #13- How to install Assist unattended access agent using SCCM- 'Insider Insights'
Introducing the second bulk-deployment method: using Microsoft System Center Configuration Manager (SCCM). SCCM is an intranet-based high-speed bulk-deployment tool, ideal for deploying software to all computer systems within the same intranet under the
Exploded or Multi-Level BOM - Best Way to Generate from Inventory?
What would be the best approach for generating multi-level (aka "exploded") BOMs for composite items in Zoho Inventory? Our final products are composite items that are made from raw materials, labor, and other composite items. The intermediate composite
Shopify integration changing Unit to lb when EA is needed
Hi all, I've reached out to both Shopify and Zoho on this and both customer supports tell me to talk to the other company's customer support. I'm working on migrating our ecommerce store from Prestashop to Shopify and turned on the Zoho Inventory app
Zoho CRM File Storage
Hi, Is there any way for us to clean the storaged file? And ,how to extend my storage if it is full?
Explore ticket extensions conveniently using the extension starter pack
Hello everyone! Navigating through different pages to find the right extension for different ticket management activities can be a bit inconvenient. It can also be challenging for new users to pick the right extension for their requirements. For example,
replace values of a field
Hello. I have a question, is it possible to create a workflow so that when a particular circumstance occurs, the value of a field is changed to the value of another field of that same sale? I see that a fixed value can be indicated, but I don't know if
Cancel free trial
I want to cancel my free trial
AGREGAR NUEVO CENTRO DE AYUDA
Estimados, Finalmente hemos logrado crear los subdominios, pero de momento al configurar se tiene el siguiente mensaje " Se encontró un carácter no válido en el nombre del Centro de ayuda. " he intentado colocar el nombre sin espacios y con un solo nombre
Zoho Developer Community Monthly Digest - March 2024
Hello everyone, In this digest, we've brought you a roundup of the highlights, community discussions, resources, and updates from March to keep you in the loop. Let's get right to it! March Highlights Zoho Developer Hangout 13 Zoho CRM offers flexibility
Setting mandatory fields
Is there a way to set these fields as mandatory? I am looking to have all the documents classified under a folder.
Like Operator
What exactly is the "Like" operator in the report search options used for? I want to not have to use exact wording when searching a report. For example, if a field contains 1/2" Ash, and I search Ash 1/2", I would like it to still find it. I thought the
Zoho Site custom icons
I've seen posts about this as old as 12 years. The main question is how to add custom icons and icon sets to our Zoho sites for use on menu items, buttons, and other places. I hope the answer from the Zoho sites team is not a blanket No in 2024.
Need help in Invoice API to get line_item details
Dear community, Appreciate if you guys could give a little help, have been struggling.. I am building a dashboard with Power BI to analyse data from Invoice. If I were to export the invoice into an excel file, I can view details such as item name and description. However, if I were to directly link the Power BI to Invoice API database, I am unable to retrieve any data of line_items such as item id, item name, description etc. May I know if I'm getting the data from the correct source?
How do I add CheckList elements to an existing task using Zoho Connect API?
I am able to add CheckList elements when the task is created and I found out how to edit and even remove those elements, but I was no able to find any endpoint or way to add more elements to an existing task. https://www.zoho.com/connect/api/create-task.html
ZOHO Campaigns - Updating Records and New Records Based on Criteria
I am creating Campaigns in ZOHO CRM using criteria. Our criteria are very standard in the company and do not change. 1st question When I update contacts or fill in missing information in the records of Leads/Contacts that are in the Campaign will ZOHO
Skipping rows with certain empty column fields .csv upload in Creator
Hi, I have a script that parses data from an .csv file upload and pushes the data into a Zoho Creator Form. The script below is supposed to assign "0" value to the empty fields and delete them from the upload if they match the criteria. Unfortunately,
Zoho CRM iPhone Sync
Is there a way to add my crm contacts as a "group" on my iPhone contacts list? Then when a contact calls me, their name will show up on my phone instead of just the number. Thanks!
How do you alter which fields are displayed in the related section for a custom module on the app
As the subject really. We use a lot of custom modules. However when the records are shown in the related list on the mobile app, I can't see where you select which fields are displayed? currently it's the key field and the owners name. I need to be able
How do I create records in Zoho Subscriptions via API/Zapier?
Hello, I pretty new to Zoho Subscriptions and the API. I am looking for a way to create records (customer/contacts, subscriptions, invoices etc.) via Zapier but NOT with Zapier apps. I.e. I need to create a new customer/contact in Zoho Subscription and
Task name field permission
Hi! I suggest adding field level permissions for the task name. Our use case is that users should not change the task name (even if it is the owner), as it is set in the template and should be immutable. Thanks!
Is it possible to have checkboxes in the document and print only those items that are checked?
On Zoho CRM, we have a document with a list of all the necessary items. Depending on the situation, we need to be able to turn off/on individual items when printing. It would be ideal for each item to have a checkbox and for the document to display only
Analytics - String to Duration
Hey friends! Our calls module is logging the call duration automatically and it's coming into Zoho Analytics as a string. When I try to change the data type from the parent data set, I'm unable to as it's a system table. I'm trying to get around this
inventory - barcode scanner - picking
Hi! Is it possible to use a barcode scanner to automatically entering the products on the packing list? We want to use this system to minimise the number of errors that we make during the process. Thanks
Add Campaign to CRM Contact
Hi, I've been trying to add a campaign to one of my contacts in the CRM. The e-mail address linked t o the contact was outdated, so the campaign answer (it is a survey campaign) is not being updated in the record. For this reason I want to manually add
Adding Apps to Zoho One?
Does Zoho plan to add Zoho Backstage and TrainerCentral under Zoho One?
How do I add a password to zoho vault folder
Hello, I would like to see if it is possible to password protect a particular folder in zoho vault to add an extra layer of security. Regards, Girish
Automate reminder emails for tickets with status "Waiting for Customer" and then auto-close after X days
Currently our "Waiting for Customer" status is configured to show in the Open Tickets view, so our agents can follow up (remind) customers that we're waiting on something for them. This clutters the agent's "My Tickets" queue however, and also makes it
Adding items via purchase orders and sales orders form - sticky search criteria, better search criteria
Please could you make the item search when adding lines to purchase and sales orders sticky? At the moment - type search term, find product, click to add to order, followed by type search term, find product, click to add to order, and on and on. Better
One Sale Order to Many Purchase Orders
Hi ! We are exploring Zoho Inventory (+ CRM Plus) and cannot find the following feature We are selling packages to our customers, these packages usually contains : - Software we buy from Supplier A - Hosting we buy from Supplier B - Configuration that in done at our place by a technician When we sell this package to customer (in one Sale Order), we would like to create the corresponding Purchase Orders (one purchase order for each of the product, to the corresponding supplier) Does Zoho CRM + Inventory
Issues with Zoho Insights and email template web links
Is anyone else out there having the same issue we're experiencing? When we send out an email template, Zoho insights is converting the URLs from the URL we insert in to the template in to one of the form https://mailer1.zohoinsights.com/ocgeturl/2d6f.327230a?l=0ed7f050-5b31-11eb-a1a...
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