Link an existing Asana ticket to Zoho
i would like to add/link an existing asana ticket to a new ticket in Zoho Desk. How can i link those too?
UNAUTHORIZED Error when connecting with make.com (Integromat)
I'm getting this error when I'm trying to connect with the Zoho Desk Module in Make.com (Integromat). I have put the correct Orginisation ID from Zoho Desk > Settings> Developer Space > API > API Authentication. I am also using the correct Domain Extention
Blueprints
Hello, I created blueprints for a project template. I associated those blueprints to that template so that every time someone uses the template for a new project they are applied immediately, but when I create a new project based on the template, the
Help with Creating a Task and assigning a Lead.
Thank you in advance for the help. I am fairly new to Creator and have hit a road block. I have been able to create a form, and submit appropriate Account & Contact info using: taskinfo = { "Owner":Task_Owner, "Subject":input.lnSubject, "Description":input.mtlnTaskDescription,
Record summary link for Customer Portal
Dears, I'd like to ask what is the URL for the record summary view used for the Customer Portal? I have a blueprint and there is a stage that needs the customer to confirm via the customer portal. There would be an email sent to him/her with the link
Automatic entry triggered by purchase or travel request
Does Zoho have a function that generates an entry based on a purchase or travel request in the Zoho Expense module? If yes, how can I check the settings? I would like to know to which accounts this function are applied, such as expenses, inventry, etc.
Is it just me or has their customer support dropped off?
We have used zoho for years. Used to be you could get on the help chat during USA business hours and get a helpful person. The last few times i have had a help person on chat, they didn't seem as knowledgeable. I tried to get on chat a couple of days
I want to copy the Adress Data in one form (Leads) from one field to another field if the billing address is the shipping address
Hi, I try to create an automatic function, that copies the information of the (billing) address fields (street, post code, city, land..) in the equal fields of the shipping address, if the created checkbox billing address is shipping address ist marked
How to add a function to delete records.
Hello, I'm trying to make a function to a delete record after a field is updated to a certain response. What I have is the Leads, with a field called Prospective Student Status; and when it's response is Accepted, a duplicate record is created in the
Banging my head trying to parse XML
Hi I am trying to parse an XML in ZOHO CRM. I was able to add a field for the XML to be uploaded so it can be parsed later So far I am able to get the file data just fine, and even to get to the important node of the XML (it's embedded with CDATA) But
How to Cancel Scheduled Call using API
I can schedule calls without a problem for a lead using API. But when we try to cancel all the scheduled/overdue calls for a lead via API, it does not work. Here is our existing script: void Closecalls(int moduleId) { relatedTask = zoho.crm.getRelatedRecords("Calls","Leads",moduleId);
Use ZohoDocumentSign fields in email template/workflow
I am sending out a quote and one of the items they choose in the quote is their payment term(Monthly,Quarterly, Yearly). Once this is signed we send an email via Workflow Rules for some people to do manual tasks. I would like to include this field, "Term",
Export limit increase, email templates in reports, extended grouping options, and more enhancements to Zoho CRM reports
Dear Customers, We're happy to announce some useful enhancements to our system that will elevate your user experience with data analysis and reporting. These updates empower users to delve deeper into their data, extract more meaningful insights, and
Custom Function To Auto Assign A Task Template to Request
Hello, I'm new to custom functions and attempting to write a custom function that looks at the "request type" assigned to a new request and automatically assigns a specific task template that has been created. Request Type = PIT Training/Certification
Leverage competitor mention in workflow rules
Dear Enterprise Community, We are happy to announce a feature enhancement that will change the way you engage with your customers and outpace your competition. With this enhancement, you can now seamlessly track competitor mentions within your email communications,
Send SMS Reminder to Phone
I think it would be a great feature to add SMS reminders to the calendar. So far, this is the only feature keeping me from switching from Google Calendar. Little by little, in my opinion, it's these little things that will make ZOHO the ultimate option. So lets utilize what the others are doing to make ZOHO the best choice out there!!
missing side bars
Hi there, a member of my team has an issue with the scroll bars going missing on her sheet. is there any reason for this and any solution to the problem? attached is a screen shot of the problem.
multiple fees type
Is it possible to get different type of fees for a single company (for instance the HR team with "Professionnel" accounts and one Admin with a "Entreprise" account) ?
Calls
My boss wants to create a process that starts with emails and then moves to calls, that is, after an email has been sent the person clicks on the email or opens the email the next step will be make a call, Can I do that in Zoho campaigns? Is it possible
Complex field availability
I use a picklist to manage the "stage" in a custom module. I need to constrain the list of available selections based on the current selection. Example: Pick list is A, B, C, D, E, F, G If current value is A, then only show B and C. If current value is
how to create a calculated formula in total
HI , need help trying to create the folloiwng on quotes, and invoices. We sell Tiles,, and we sell them by Boxes, Now each item boxes quantity is different in terms on square meter coverage per box. As we sell by box.. we want to show the total number
Zoho as an ERP, CRM, and more for a Manufacturing company?
We are looking at solutions for ERP versus an off the shelf ERP system. Our hope is to use much of the full suite of Zoho apps along with some custom build-out for our manufacturing company. I was wondering if there are users or developers on here with
Deal to Closed Won when Invoice Paid
How would I create a custom function so that when an Invoice is paid in Zoho Billing the associated deal is marked as Closed Won?
Commerce on existing site
We already have a website but would like to add in Zoho commerce. Currently using ecwid which is easy to drop in. What is the procedure with commerce it we want to keep our existing site,
Creating Links to attachments in CRM
I have created an application in Zoho Creator that incorporates some information from CRM. One of the things I am trying to do is create links in the creator app to Attachments in CRM. When you request the related list for attachments it returns an object
Authentication - MFA Zoho Applications
I have the following issue: Let's say several person use the same Zoho CRM account. is it possible to set up a MFA for each person for a single account ? I am afraid that once one person log in to ZOHO CRM with the MFA, the other ones cannot.
Function to copy a Formula(Date) field into a regular Date field?
Hi everyone! I've written a formula to determine a certain Date, but it doesn't get recognized by a workflow. I'm wondering how to write a function that would copy that date into a regular date field that I could then use.
My Zoho Story #17 - How Superior Trucking Payroll Service scaled their business with Zoho
My Zoho Story is a video podcast series where we connect with Zoho users worldwide to hear from them about their experiences with Zoho and how it became an integral part of their everyday business life. In our recent episode, we had the opportunity to
Using Groups to assign applications to that require specific user reference/variables
When assigning applications such as Expense or People using the Groups feature, is there any way to accommodate situations where an Employee ID or other user-specific information is required? In our case, for assigning Expense we need a matching employee
how we can make it so that when we create a new Sales Order, the entire list of products with the default quantity is automatically added to it?
Hey, everybody! We are about to work on a large trade show. Our task is to speed up the process of editing Sales Orders as much as possible. Can you tell me how we can make it so that when we create a new Sales Order, the entire list of products with
where to look for the OAuth token if I have a desktop application?
Hi all. I am new to Zoho and would appreciate any help. I want to import order table from my python script. I have registered the desktop application in the console and got Client ID and Client Secret. Now I need to get the OAuth token. However, I don't
zoho point of sale integration
can i connect zoho point of sale app with an instore POS tools such as scanner, printer, and cash register box?
Auto-update the Successor Task Status.
Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successor
Can I restrict one of our accounts from accessing to some Zoho apps?
Hey! Can I restrict one of our accounts from accessing to some Zoho apps? I need the one account to only see the Zoho Books app. Only Zoho Books and nothing else. I have access to the admin account Thanks for your help. Have a nice day.
User not receiving notification when tagged in a CRM note
I have a user that is not receiving email when tagged in a CRM note. Where do I configure this notification?
Group Email Folder
Hi, I am accessing group email options, if I use the shared folder emai, 1 - If an email in the folder is read / flagged, is this status seen by all who can see this group? (EG to avoid repeat people replying) 2 - how is the storage of the group folders
How do I import invoices into Zoho books for new clients and create a new client at the same time
Hi We use a 3rd party software to create invoices on that's bundled with our website booking engine. We want to be able to import those invoices into Zoho books and create new client data as necessary, updating existing client data as necessary. I can
Problem in setting up Input Type in Single line field in zoho form
I have identified a problem while adding a single line field in zoho form, in zoho form we have to add a field name account holder name , now to validate this we want a account holder name in single line for example "Ashish Bhatnagar" So for this i have
Chart background color
How can I change the background color of a chart? Probably a silly question but I have tried several things and can't seem to figure it out. Our app has a grey background color throughout and the charts have a plain white background and it sticks out.
Copying events leads to invitations despite not sharing my calendar
I don't share my calendar at all. But if I duplicate an event that is not shared either the calendar asks me whether I want to partake or not. This happens only after a duplication and not after simply creating an event. Is this a bug or is the error
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