Creating a query table which counts the number of separate stage 1 and stage 2 payments per month.
Hi, I am trying to create a query table which counts the number of separate stage 1 and stage 2 payments from the same module received in the same month. The trouble I’m having is that if I try to calculate these value in a single table Zoho treats them
Se detectó una actividad inusual para esta IP. Inténtelo de nuevo más tarde.
hola tambien tengo este problema con @lacasadelascompuadoras.com.mx me pueden ayudar
Zoho can't send emails in Spanih properly it always cuts off (vowels with accents and ñ leter)
Hello, - Zohomail can't send emails in Spanih properly it always cuts off (vowels with accents and ñ leter) - I check my spelling before I send out my emails in spanish, but the recipient gets questions marks instead of vowels with accents and the ñ leter. How to solve this problem?
Is there a way to send a Zoho Sheet signed with Zoho Sign?
I am using Zoho Sheets to create our employee files. We like using Sheets as we can use formulas and add as many lines as needed as the years' updates on salaries and job titles are updated. Is there a way to have the document sent for signature to the
How to Show Price Per Item After Discount
I would like to be able to show price per item after discount on a quote. I can't seem to find a way to do this either through custom workflows or through Price Books. For example I would need to show something like this on the quote: List Price: $1000
Script error
Is there any reason why this isn't working as we are getting this error message. https://www.zohoapis.com.au/books/v3/salesorders/XXXXXXXXXXXX?print=true&accept=pdf&organization_id=XXXXXXXXXX might be having issues, or it may have moved permanently to
Stateless form on-click of custom button not doing anything, mostly.
Can functions be called on click of custom buttons in stateless forms?? I have: input.note_field = thisapp.function(input.field1,input.field2) and nothing happens, but this very function runs on user input of any other field in the form. I've tried something
Browsers report insecure email links sent from CRM [mailer2.zohoinsights.eu]
Sometimes our clients browsers block: I personally cannot replicate this behaviour. In other cases internet provider's firewall blocks the redirect and the message looks similar as to the one in the browser - it literally suspects mailer2.zohoinsights.eu
Activity feed for every update on modules
Hello community! Is there a way to create a live feed of what my team has been updating recently? I am talking about: updates on leads fields updates on accounts fields updates on deals fields updates on activities (meetings, tasks etc) Have it show as
Bulk Update Certain Fields without Export/Import?
Is this on the roadmap? There are situations where it would be very nice to apply bulk changes without having to export and import. As an example we have a few custom status fields where we would like to be able to bulk update without have to go through
Not all products showing up in Quotes
Hi Support, I have a ticket with you but not until next Wednesday (the only other times before Wednesday were after work hours and in the middle of the night). Unfortunately, I cannot wait that long for some help. We noticed that the quotes page was reformatted.
Can Canvas do Kanban views?
Can Portals or Canvas do Kanban views? I can't see an option for it. It's almost useless without Kanban
Easily resolve Zoho CRM sandbox conflicts during deployment
Dear all, In response to the current scenario and the growing demand for a more robust Sandbox environment, we are pleased to announce significant enhancements to Zoho CRM's Sandbox; you can now resolve conflict cases directly, alongside some UI enhancements.
Cost Allocation
How do i allocate additional cost of duty and clearance to multiple items in same purchase order
Zoho Form Approval Workflow
Hi, How can I notify approval or other users if approver was denial the form? Example: I have 3 level of approval. Let say approval level 1 denial the form, how can I notify other approvers that form was denial? Thank you.
Sending invoice to vendor name
Hi team. We need to be able to send invoices to our vendors often. I can only see a spot where it searches (customer name) and then also I found accounts. However I need to send invoices to my vendors (Under their business name and their business address,
Client Script not working in production but fine in sandbox (ZDK.Apps not working?)
Hi, I have created Client Scripts that worked fine testing in a sandbox environment but that throw an error in production "cannot read properties of undefined (reading 'Deals')", which I believe is an issue using ZDK.Apps in production. Can you help
Updating record owner from DataPrep import
Hi, I can successfully update my custom module with data from dataprep (mapping column names to zoho crm apinames) but I'm not able to update the record owner. What should be the name and datatype of the owner column in dataprep? What should be the value?
Zoho CRM (free edition) - can super admin change photo for another employee/user?
Greetings! I am the super admin and have added an additional user/employee as an administrator. I appear to be unable to modify the photo for this user, although I can edit the other details. Can only the user him/herself modify their photo? Thanks for
Announcement: Set permissions for your staff
Hello Bookings Community, We are pleased to announce a new feature in our Bookings scheduler, Roles and Permissions. This powerful addition allows you to define permissions for your staff members, ensuring overall privacy. Establishing permissions for
Round Robin - option to consider agent work schedules
In our company, we use a Round Robin rule via sequential assignment to split incoming tickets across multiple agents. All these agents work full-time, but we may have part-time agents in the future. It would be great if there was a feature to specifiy
OAuth token error
Hi, Im getting errors trying to generate OAuth token : curl -X POST -H 'Content-Type: application/x-www-form-urlencoded' -H 'Accept: application/json' -d 'grant_type=client_credentials&scope=Desk.tickets.CREATE&client_id=1000.xxx&client_secret=xxx' 'https://accounts.zoho.eu/oauth/v2/token'
Creating separate ticket Queues for separate departments
Hello, I am currently setting up Zohodesk for the first time and we are needing 2 separate queues, one for out IT team and one for our Estates team. I have tried setting them up as different departments and as different teams. They have separate emails
Featurecast Story 18 - Conversation views
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 18 - Conversation views Find all your business conversations in one place Providing service on any channel is a challenge Agents need to be able to actively listen and work with customers
Optimizing survey questions
Since we depend on high-quality data to perform useful analyses, it's essential to ask the right questions, format them appropriately, and enable users to provide meaningful answers. Here are some steps you can take in Zoho survey to increase the efficiency
First reply time in hours - Zoho Desk
Hi, We are trying to build a report to see the time it takes to reply to our customers when they create a ticket. We are using the "First Reply time in hours", but checking with the tickets does not seem to show the right value for some tickets. How can
About flyout
Hi Team I want to implement a simple example, for to understand the flyout, but for the moment has been unsuccess I've read an article about this: Introducing Flyouts in Client Script! Flyouts are floating User Interface that can be spawned and controlled
Multiselect Lookup inside a Relationship Record
I have created a Multiselect Lookup for Accounts inside a Custom Module 1 called Events So 1 Event can have multiple Participations that relate Event with Account participating. Inside participations i want to add a Multiselect Lookup Field in order to
Zoho Vault iOS App (v3.4) - Login Issues and Fix
Hi, We recently rolled out an update to our iOS app (v3.4) on April 13, 2018 and few of our customers are reporting that they are not able to log in from the app and the app crashes after the update. Our team is currently working on investigating the issue. If you are also facing the same issue, we would like you to follow the below steps: Uninstall and reinstall the app. If the Zoho account sign-in doesn't work, kindly reset your password. Try logging in to your Zoho Vault account with the new password
Zoho Social doesn't publish links with link preveiw
We are new to Zoho Social and just did our first post, but the post published without a link preview. Doesn't Zoho Social publish link previews? This is critical to our social strategy as we publish a lot of blog articles and need to share with link preview
Resending Signed doc
Hi, we sometimes end up having to send the doc to the client again but don`t want to send the whole doc. But we can`t send 1 of the 4 docs separately as the codes changes, and the banks then won`t accept the docs. anyway to resend the same doc so clients
Zoho Creator - Extend PowerBI connector to Excel
Hi, The Zoho Creator PowerQuery connector for PowerBI is great. This could be extended to PowerQuery for Excel which would be equally useful. At present I am going Creator -> PowerBI -> Excel and would love to be able to skip the PowerBI layer. Chee
resend email once the form is updated
When a client fills out a form and click submits they receive an email with the data that is entered. The question is when they have the option to update their form there is no more submit button only a ''update button '' How to make zoho forms automatically send an email with their updated version of the form?
Marketing Automation Manage List leads not found in All leads.
We have been importing leads into MA through our newsletter list, but just came to realize the leads we added through the newsletter list can't be found in the all leads overview. Any ideas on how we could sync or add them to the all leads overview? Thanks
SalesIQ not showing data in collected leads
Hello, we have implemented SalesIQ on our website and all looks OK in the SalesIQ portal. We can see all the live visitors. We are also collecting lead contact details via one of our website forms. The lead is automatically created in Zoho and also in the SalesIQ we can see details about that lead. However, there is no data from SalesIQ in the Zoho CRM itself for that particular lead. What is the reason behind this and how to solve it? Thanks! Tom
Adding link to downloadable PDF or to Square Order Page
Hi - I have the starter plan for our non profit which has worked great for us for a few years. We are not hosting events and I would like to be able to either offer a link for our pottential vendors - a link to a downloadable PDF agreement or to Google
Is it possible to filter reports by bank account
this yearI had a to merge my personal and business profiles when I went to the standard plan and have a question. I keep my personal and business funds in completely separate bank accounts. When I run report say profit and loss report, it runs a report
How to pass / store data in Zoho Checkout?
I manage records in Zoho Creator and display them on Zoho Sites using dynamic content. Each item displayed on the site includes a 'Buy Now' button, which is embedded with Zoho Checkout functionality. My goal is to transmit the product ID of each purchased
Zoho Payroll | Quarterly Product Updates For 2024
As we navigate through the ever-changing payroll landscape, we bring you the latest updates that span the first quarter of 2024, tailored to meet the diverse needs of employers and employees in India, the UAE, and the US. From useful integrations to refined
How schedule workflow rule based on deal filled date:hour?
HI, i have automation that start sending whatsapp messages cadence when deal is created. I would like make possible to create deal, but workflow just start send messages according to date in field inside deal. For example: When i create deal, if i fill
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