Attachments from outlook email
Is there a drag and drop way to save attachments from my Outlook email to a folder in workdrive? It seems that you can only drag and drop a folder that is saved on my computer.
Reports or Formatted Output
For some reason, I was under the impression that Tables bring the power of a database but simplicity like a spreadsheet. However, I am not finding any reporting-type features. For example: Every week I have to take a CSV file of fuel that our trucks purchased.
Customers Booking Appointments From Customer Portal
Greetings esteemed Zoho CRM community. I just started my free trial on the enterprise edition of Zoho CRM, I am trying to explore the idea of having my customers book appointments via the customer portal, I have tried logging into the portal but I do
Removing a related contact
How do I remove a related contact from a Client/Account without deleting their record?
I being admin exported data of Zoho Cliq - Chats and Channels of my organization. However, I don't see all the data. For example, data before 2020 couldn't be retrieved for few channels.
I being admin exported data of Zoho Cliq - Chats and Channels of my organization. However, I don't see all the data. For example, data before 2020 couldn't be retrieved for few channels. Why?
Is it possilble to track visitors that clicked on e-mail with Sales IQ?
I think that the question is self explanatory.
Invoice_Id as placeholder
Hi I am trying to create a URL on the invoice with the Invoice Id (not the Invoice Number) but when I use %InvoiceId% or ${invoice.invoice_id} the first doesn't return anything and the second is returned as is i.e. as text. Any suggestions?
UNDO mass update
Please tell me there is a way to undo a mass update? Is this something that can be done on the server? I accidentally updated all of my contact (3500) incorrectly. Please, any help is appreciated. /Tome
Special Link for member to exit workflow?
I want to send a series of orientation emails to new members after signing using a workflow in Zoho Campaigns, but I don't want this orientation series to show up as a topic in the "manage preferences" page for all people on my list. I want to put a special
Credit Cards Rewards Cash Back
Hello, My credit card gives me 1% cash back. How can I record this income? Also, my credit card allows me to buy products with points. How can I record this payment? Thanks
Missing notes in Activity Report
Hello, I noticed that some of my notes that I put on clients accounts are not showing in the activity report for that day. Thanks KB
Granular view access + inter-table links/lookups
At one stage, we looked to adopt Airtable and found a couple of roadblocks as we tried to build anything that was a little bit advanced. Was wondering if you had considered these issues. 1. We came across a bunch of examples where we wanted to hide data
Recording SEP IRA Contribution in books
I have an LLC that is electing to be taxed an S Corp this year. I am wondering how to records SEP IRA contributions. Are they categorized under an expense or are they considered equity or something else that I am not thinking of. Thank you!
WHy dont my emails arrive???
Hello I have recently set up email and I can send emails perfectly well and they arrive but when I reply they dont arrive into my inbox. My domain is www.grupoestructurador.com its godaddy domain Please send me the answer to armando.pineda@gerenciadesistemas.com please help.
WHy dont my emails arrive
Hi, I have recently set up email and I can send emails perfectly well and they arrive but when I reply they dont arrive into my inbox. My domain is www.liveedinburghnews.com - please help.
Problem with Expenses App
The sub-categories are not populating with the Category selection. Meaning once I click the category, the sub category has the full list to choose from which is very annoying instead of just the subcategories that are associated with the particular category I selected.
Is Zoho Flow not included in Zoho CRM Enterprise plan?
Hi, I'm new to Zoho CRM and I purchased it to build and test API integrations for internal and external use-cases. Is Zoho Flow not included in the Zoho CRM Enterprise plan? I may have missed this in the feature list, and was under the impression that
How add condition to trigger automation if previous field stage in deal was "qualify"
Hi, i want to trigger workflow command only if previous deal stage was qualify.. I have deal pipe with those stages: "New lead", "qualify", "interested", "meet" and "sold" I am trying trigger automation when field stage is edited. But only from "qualify"
Mass Update -- delete selection in multiselect field
We would like to remove a selection in a multiselect field for a large number of contacts. Each contact has that selection and may have other selections that we don't wish to disturb in the field. Don't see any way to do that. Thanks. David
Organize CRM clients
Hello, I'm in the process of establishing a CRM system for my business. We engage with multiple researchers from the same institution, each working on distinct projects. Contracts and communications are handled with individual researchers, but payments
How make bundled offers?
We are using CRM to offer our customers services that are bundled. For example: SEO BUNDLE SERVICE is provided by: COMPETITION ANALYSIS €250 KEYWORD RESEARCH AND STUDY €500 SEO SITE OPTIMIZATION €1000 Total: €1750 In terms of the offer in general, how
Merging images into template
I'm really frustrated. We have been spending all afternoon trying to fix a template to merge images from a form into. No matter what we do ont he template, deleting fields, updating fields, the system simply refuses to merge the images into the document
Accounting on the Go Series-28: Effortless Automation- Converting Quotes to Invoices with Ease
Hello Zoho Books Users! At Zoho Books, we take automation seriously, striving to simplify your daily tasks and reduce manual work wherever possible. Today, let’s talk about one such nifty time saving feature: automatic conversion of Quotes to Invoices.
Formula based on quantity field and picklist
I would like to help with a formula for calculating commission based on a picklist and qty. The name of the table is 'Vehicle Commission' Picklist is 'Type' Qty is 'Qty' Rate is 'Rate' The first 'vehicles' is complicated because it has thresholds. If
Bug in Python SDK
there is a code change required in a python environment class: class INDataCenter(DataCenter):
"""
This class represents the properties of Zoho CRM in IN Domain.
"""
@classmethod
def PRODUCTION(cls):
"""
This method
What is best method to link or lookup tables with encrypted fields.
I am testing out Zoho Creator for making a HIPAA database to keep track of patients and their appointments. I have two tables: Patients and Appointments that I would like to be related as one-to-many (one patient can have many appointments). Per these
Zoho Inventory to Shopify integration for projected stock.
Can we push projected finished goods which is not actually available, but we have raw material from which such finished goods can be manufactured. Can we show this stock in Shopify for sale as finished goods.?
Today's Date as a String
Perhaps I'm not understanding something basic. I'm intending to output today's date as a string in a set format. Using the today function: info today.toString(“MM/DD/YYYY”); Today being March 13th, I'm expecting the output to be 3/13/2024. Instead it
Query doesn't refresh if subquery value change
Hi Zoho People, I run through a simple problem of a query not being refreshed. I have a table called "Params" with a column "Mois". The table has a unique row with the value of say "8". I have written this Query statement : SELECT "Date", "Qui", "Jour" , count(1) 'Nb Vis' FROM "Visites" where month("Date") = (select "Mois" from "Params") group by "Jour", "Qui" This statement runs without problems and reports all rows whose date is the 8th month. If I update the table "Params", changing the value
Multiple Left Joins Causing Duplication of Data
In Zoho Analytics I have an SQL Query that has multiple Left Joins. These Left Joins are causing some duplication of data, which for the most part is okay, as I can use a distinct count to collect data between certain things. I am trying to display some
how to update comment through api?
On http://www.zoho.com/projects/developers/forums-api.html there is no description of method to update comment. Is it possible to update comment and there is missing documentation on that page or there is no such functionality in API?
custom number code quotation
hello, i want to create field in module quotes like this, "0069/GIT/PRS/XII/2023" 0069 generates the number, this iteration when we create a new quote, but every time the month or year changes the number returns to 1 GIT is the Business Unit get from
ZIA is not working and customer service is fixing problem for 2 straight months!
Dear all, I'm experiencing a lot of problems with Zia in general and I open the ticket (case) on 07.02.2023 proof is attached. Zoho customer service and developers are working to resolve this case for 2 months now, TWO MONTHS! Since I'm paying an enterprise
Zoho freezes in any broswer
Has anyone experience an issue with Zoho freezing the browser (IE, Chrome, Firefox) because of a script running? in IE I get the option to stop the script, but it just freezes again and I am not able to do anything. We are evaluating the product at the moment, so resolving this is curtail. Thank you
Customer portal users and data visibility on reports
Hi, Suppose I have two companies Rocket Science (RS) and Quantum Politics (QP) as my customers. Both companies access the application through the customer portal. When a customer portal user RS A fills data in a form, the user RS A can view the data in the corresponding report. The same is true for a customer portal user RS B. The user RS A can't see RS B's data and the user RS B can't see user RS A's data on the report. If permission set is configured to "View all", then all the users will see
IF-THEN write formula
I am having trouble creating a simple IF-THEN statement that will yield a text description of a number field. This is a common Excel formula and it may be easiest to show how I'd write in it Excel: =IF(Number_Field<100,"Under 100",IF(Number_Field=100,"Equal to 100", IF(Number_Field>100,"Over 100"))) This formula looks up the number in Number_Field and writes, in another column, whether that number is "Under 100," "Equal to 100" etc. Is there a way to do this using the built in formula generator
Creator Page that Has Charts Filtered by CRM Account
We use Zoho CRM. We also have a Creator application called Reports that captures monthly reports with detailed metrics for each CRM Account. We use the Creator integration widget to pull the Account from the CRM and make it part of the Creator record
Subforms added after main records creation have "null" IDs.
Hi Zoho Community, I added a subform (pre-populated) to my main form. I want all existing records to have this pre-filled subform. When I manually edit an existing record, I can see the subform and the pre-filled values. But it does not show in the report
Implement an API call using Oauth 1.0
Hello Everyone; I am trying to communicate with another web application using an app in Zoho Creator, which happens to use Oauth 1.0... The problem is, i am able to test it using Postman successfully, but i can't write the code in deluge to authenticate, specifically to produce the nonce and timestamp needed in Oauth 1.0 protocol... Has anyone successfully wrote a code to authenticate using Oauth 1.0 protocol? Can you share how to make my code succeed? Thanks in Advance
Zoho One Apps Pending for Approval
Hello, I have used Zoho Mail free edition for some time, but yesterday I paid for a Zoho One subscription. Most of my applications are now listed as "Pending for Approval" inside the App Settings Directory. When I select an app, I get an error which states,
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