Prefill "field_data" on Zoho Sign not populating
I'm trying to prefill some information from CRM Plus into a template using the zoho sign deluge task but for some reason, the data passed into the "field_data" object doesn't prefill the form. A few notes I've confirmed that the function is successfully
Customer Tags (For Accounts & Clients)
Hello, Is there a way to add tags to the accounts and contacts? For some perspective, we have some accounts that have multiple clients but not all of our clients have permission to request certain things. We would like to have a way to tag the client
Zoho Forms Opt-in confirmation page hosting?
Hi, I have made a form, which I have embedded in my wordpress homepage and I have chose the double opt in function, which works beautifully so far. But is it possible to host the “Opt-in confirmation page” also on my wepage? So far, when I press the link
Balance Sheet vs Account Balance – mismatch (foreign currency). How to correct?
Hello, My base currency is USD. I also have a bank account in GBP. For this GBP account, I have: - Opening balance = 0 - Then some incoming and outgoing transactions (let's imagine +100 then -100, many times on different days throughout the year) - Closing
Pagination in CRM related records in Deluge
In Deluge, what would be the best way to iterate over a set / list with more than 200 records? there is only a simple example on the docs page: <response> = zoho.crm.getRelatedRecords(<relation_name>, <parent_module_name>, <record_id>, <page>, <per_page>,
Kaizen #39 - Deals #API
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss retrieving, adding, updating, and deleting Deals via API. Deals in Zoho CRM A Deal is a revenue opportunity that is associated with a Contact or Account. OAuth Scope The scope to access the Deals module via API is: ZohoCRM.modules.deals.{operation_type} The operation type can be ALL, READ, WRITE, CREATE, or DELETE based on the operation you are trying to perform. Click here to know more about scopes. Retrieving
Employee Logged Hours Report
Hi Team, We are looking at having all Employees logged hours report, but different staff uses diferent modules to log their time. Is there anywhere that we can get a report that captures every time entered through all Zoho modules? Thank you.
Building extensions #8: Improve and enhance user experience with modal boxes
Modal box - What is it and where can you use it? A modal box is a user interface pop-up window or dialog box that appears over the currently active UI screen. When prompted, the modal box deactivates all other page content until the user closes it. The
ZUG eCommerce virtual meetup: Improving vendor and customer experience with Zoho Sign
Hello, Are you looking for a reliable solution to secure the paperwork aspect of all your ecommerce transactions? In today's ever-evolving landscape of ecommerce, the security and integrity of transactions are crucial. Zoho Sign integrates with several
Creating new Project in Books from CRM
Hello all, I have used workflow rule in CRM to create a new Project in Book when a Deal is won: - Rule creates webhook when deal is 'closed as won' - Flow takes payload and creates new project in books My issue is the customer. Books wants the 'customer
Possible To Ascertain Item Demand By Way Of SO Reports
Hello, we sell car parts, we want to ascertain demand for products without having to track it on a separate software. Since we specialise in a few parts, which are generally big ticket items, it is viable for us to make SO for all customers. When a customer
Unable to execute Sales Order Cycle - Android Zoho Inventory App
While testing the Zoho Inventory APP in Android, I have the following issue. I have setup automation of the Sales Order creation. This would allow a sales order cycle to be triggered on a save and confirm of a sales order. The option works fine using
Bad request 404 / ZDK.Apps.CRM.Functions.execute
Hello team, I have a question, I have created a function to be able to copy information from one field to another. This is invoked as client script, in: Page Details Category: module Page: Detail Page(Standard) Module: Leads Layout: Standard event details
Accounting on the Go Series-4: Stay informed with Zoho Books push notifications
Hello all, Push notifications have revolutionised the way we stay informed and connected in our fast-paced digital world. They serve as real-time alerts on your mobile device, delivering instant updates and vital information without the need for active
Sender name now including quotation marks?
Hi -- I think this a relatively new issue but now when I send an email the recipient receives my email and my name and the sender is in quotation marks. When the person receives my message the sender is "John Doe" instead of just John Doe -- any way on
zoho.com is not accessible
Hi Zoho Team, I would like to seek for your assistance for one of our branch cannot access the zoho. May you help us on resolving this issue. Thank you!
Tip #11- Install unattended access using a Download Installer- 'Insider Insights'
Welcome back! Last week, we explored one of the methods for configuring unattended access: using a deployment link. This week, we will discuss how to configure a device by downloading an installer. This method requires a technician to have physical access
Home Page - My Calls Today
Please help! In our users home page there is a box for "My Calls Today" however it tells us that we do not have permission. When you hover over the info it gives the info in the picture I attached here but I cannot find the selection for this anywhere
Integrate ZOHO with Contact form 7
I have seen a thread where this is discussed, but no solution is clearly posted. I am presently using the Contact Form 7 plugin on my Wordpress website. My client has just started using ZOHO. I need a way to populate my contact form 7 data to Zoho leads. Can someone please provide a solution to doing this? Thank you in advance.
The new Reports are a mess (AGAIN)
Posting here so others can be aware, and just in case others aren't experiencing similar issues. Zoho rolled out a similar reporting update over a year ago and pulled it after many complaints. It's been forced on us again and I'm seeing many of the same
User cannot delete trial account
Hello, One of our users who we sent invite for ZOHO assist to cannot delete / remove her trial account created in error prior to being invited to our company ZOHO Assist. Error is in screenshot below. No matter what website we get her to go to and attempt
Zoho Calendar API Create Event - Returning "description": "eventdata missing."
I am trying to do a post and create a new event, it is returning "eventdata missing" and "Less_than_min_occurance" I have tried to delete the nested json inside of the first eventdata and still the same issue. Any insight? eventdata = { "eventdata": {
Workflow rule condition in case module
I can set criteria to include Accounts by Tag when creating a workflow rule using the Accounts module. But I'm looking to do the same thing when setting criteria on the Cases module. It allows me to select the Account as a field option but the only criteria
Journey Builder "Save and Associate" always glitches and doesn't work
Video attached. No matter how many times I exit and relaunch the journey builder the "Save and Associate" button works 1 out of 10 times. This Is beyond frustrating because I spend more time trying to get an action to save than I do build my flow. I have
Setting a default from address per team
Hi, We have setup 2 teams within 1 department. We have also setup 2 "from" email addresses. I would like to setup the system so that each team sends from it's own "from" address. Can someone tell me how to set this up? Agents can select the "from" address
Email template for new announcement
Hello, We need to translate the email template when a new announcement is posted and send to the followers. Unfortunately, I couldn't find where to do it. Is this possible? Thanks in advance, Kind regards
zoho campaign sstays "in progress" since a week
my campaign is stuck . It has the mention "in progress" since aweek
List function not working as expected, no idea why not
I'm trying to feed in a list to a function, perform another function on each item, store the results in another list, and then return that second list. However, all I get is the results from ONE item in the list I'm inputting, not the whole list of results. Can someone help? Here's the basic function idea: list myFunction (list firstList) { secondList = List(); for each topic in input.firstList { x = thisapp.anotherFunction(topic); secondList.addall(x); } return secondList; }
Mailmerge with button in CRM
I'd like to have a button on a record that initiates a mail merge for that record, and then automatically sends the mail merge to a recipient. Is this possible with Deluge? Than you, Kevin
Is WorkDrive included in Zoho-One?
Is WorkDrive included in the Zoho-One suite? I am also asking because I see a new button in my Zoho-Mail - see image:
Synchronizing Zoho Books Estimates to Zoho CRM Quotes
Hello, I use the Zoho Finance Suite integration between Books/CRM. I want to use the CRM's Quotes module to house the same information that is on the Books Estimate. The reason I'd like to do this is mainly for reporting/dashboards. I don't love using
Multiple event dates on Calendar report.
So, I have a form that has 9 different date fields. When I go to create a calendar report, it only allows me to select a start, and an end date. Is there a way that I can just have it show the job name on each of the 9 dates specified in the form?
Instagram Reels Formatting Issue
I've seen others post this topic and it has said it was solved with the answer but it is NOT solved. ANY time I post a reel on the platform it creates black space around the reel. I have removed the video optimizer as suggested and it will not accept
Estimates & Invoice - Mark up on items
it would be awesome, if i can add an mark up to my items. Items would show my wholesale cost and then the mark up on an item (percentage), this of course will not be viewable by my customers. thanks for the great tools!
"Code sign failed" when trying to download Zoho Creator application as Android Mobile App
Hi All, I'm trying to download my Zoho Creator 5 Application as an Android Mobile App. I fill the form with keystore credentials, package name, Firebase config, FCM server key. After clicking "Code Sign" button the process of generating the mobile app seems to be started. After some time when I refresh the page I get an error "Code Sign Failed", "Error occured while connecting to the server. Please try again after some time." I have already tried couple times with same result. What could be the reason?
Can not connect with Zoho Notebook with IFTTT
Hello, When I try to make a connection in order to produce automation with IFTTT, I give my user email address, but the reply is always the same: Invalid Client Client ID passed does not exist. I'm not sure what I'm doing wrong. Do I need to setup something
How can I show Connect Boards in my Zoho Email Calendar
Hello, we are using zoho workplace but our employees are very confused because they cannot see deadlines in zoho connect boards in their Zoho Mail calendar. I am searching a way to show events in that calendar, but without luck. It seems incredible to
Zoho CRM Shopify Extension
We want to connect Zoho CRM to our Shopify store (so that we can sync customers) .. I installed the extension. When i want tot 'Authorize" .. i get a 403 Forbidden error?
Zoho CRM Shopify extension
Hi, We're looking for 3 specific functionalities of the Shopify extension: 1. can we also import 'Notes' entered with each Shopify Order into Zoho CRM? 2. the app only creates a Contact in Zoho CRM. Is there a way to also create the Account and associate the order automatically? 3. it seems the Shopify Sales Order status does not update when the order is fulfilled in Shopify; any way to automate this? Thanks, Chris
Zoho CRM + Shopify
Good morning. I would like to use Zoho CRM with Shopify. I would like when I receive an order on shopify, it is also visible on Zoho CRM. I would like to do all of this using Zoho Flow. I created a Flow where, once the order arrives on Shopify, a contact
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