Execute a function as a specific user or by the system
Hi, is it possible to execute a function in Zoho CRM as a specific user or by the "system". The use case is the following: I want to restrict certain manual inputs by the user but still allow the user to perform certain tasks by clicking on a custom button
Knowledge Base 'Recent Articles': show less Articles
Hi Zoho, is it possible to limit the number of articles displayed in the "Recent Articles" Widget? Right now it is 5, we'd like to display only 3. We will not upload too many articles in the near future, so old articles will always remain in the "Recent
Zoho Desk's ASAP announcement | A demo app is on the way
We're excited to present a significant step forward in demonstrating the ASAP mobile SDK. If you're new to ASAP, here's a quick intro. What is ASAP? The App Support Across Platforms (ASAP) widget in Zoho Desk is a stand-alone app that provides in-app
How to pull in custom fields in a Zoho Books Related List (invoice module)
I have custom fields for Zoho Invoices. How do I reference them into columns within my related list? I tried using their API name but it doesn't seem to work. I'm not sure if it matters but they are date fields.
Rerunning a Sync to update a field
Hello, A field has been added to sort our Pest Lead sync. Is there a way to rerun the sync so that all contacts are updated?
Virtual event: Document management and e-signatures with Zoho
Hello everyone, Join us for an exciting virtual gathering: the Zoho WorkDrive and Zoho Sign community meetup for the education sector. This meetup will provide an excellent opportunity for educators and professionals in the education domain to optimize
Email ID IS NOT WORKING
Dear Sir, MY Email ID is not working pls solve it asap , actually i bought hosting from bigrocks and my domain in godaddy after DNS updation the emails are not working pls check it realy very urgent my id is admin@webdesignsexperts.com Mail me on webdesignsexperts@gmail.com Thnaks Gaurav
Can't Create Email
I don't know exactly how to activate the free Zoho Email with a domain I bought from Truehost.com I followed the instructions and came back hours later to click verify, but still not successful. Been trying to get this email for weeks now. Please help
sort customers and vendors custom fields
Hi, would be nice to add sort customers and vendors custom fields. Thanks :)
Nesting one searchRecords function inside another
Hi all, I am trying to nest one searchRecords function inside another, but when I attempt to save the Deluge I get the following error: Error at line number: Improper Statement Error might be due to missing ';' at end of the line or incomplete expression
"Zoho CRM API Access" permission
Hi everyone! I understand that the "Zoho CRM API Access" user permission allows a user to be used for API calls, but does this imply that - using the API - the user can gain access to every module? Or is it limited only to enabled modules? I think I know
Share Organization Reports to Team Incharge role
Hello, is there a way to share the organizations report to roles other than admin? In my case, I need to share it with the Team Incharge role. Using the following settings, users with Team Incharge roles are not able to see the Organization Report chart.
Work around for Parent/Child Field Limitations
We are an automotive wholesaler which means we deal with a lot of vehicles. One way to prevent typing errors for vehicle Makes and Models when creating a record is we created Parent and Child fields for Makes and Models. So, if a user selects a Make,
Change the template for sending reports through the report Scheduler
Hello, At the moment when sending a scheduled report through the reports scheduler, Zoho sends the reports signed by Zoho TEAM. It is supposed to be sent by the user and the user should decide how it looks and what the mail says. I have configured my
Joining the same table several times?
Hello there, a (Zoho CRM) table is given with, among other things, two columns that have a company ID. The base table therefore points twice to the company table. I have set up the lookups accordingly. Base table with "CRM_Unternehmen_ID" und "CRM_übergeordnetes_Unternehmen_ID":
Is it possible to use the 'custom entry format' to force two words of any length in an input field?
Hi, I have a zoho form capturing leads, one of the fields is a single line field for the validation I require a minimum of two words which can be any letter of the alphabet, the words are separated by a space. I can't figure out how to write the 'custom
Building integration to support multiple zoho clients
Hi, We have our custom webapp which we need to integrate with Zoho via API as some of our clients are using Zoho, so we have to build a integration with Zoho to pull some data from clients zoho crm. I tried zoho php sdk and it works but I am getting errors
Contacts View
Hi, I am setting up Zoho Desk with the CRM integration because Desks Twilio integration is much better than CRM. I was able to set up the two way sync and import my CRM contacts, however I am not able to filter my leads with a 'Contacts View'. When creating
Create a report/chart with differents paths and joins
Hi there, I'm having a hard time trying to join tables as needed to create a proper report. I would say that my use case is quite basic, I'm using (from Desk) the Tickets, Tasks, and Agent tables. I want to list all tickets with a custom boolean field
Resize widget pop in ZOHO Extension
Hi there, We are using widgets in our ZOHO embedded app. We open a popup on click of a custom button. Is there a way to resize this pop as it is too big for our use case?
How would you consider recording an opportunity with different sales product types?
Hi, I am looking to your views on how to handle this scenario in the consulting industry. I have an sales opportunity with a client that includes the following services: 1. Advisory hours (delivered by an external contractor to my company. We apply a
Disable written feedback on articles in the nowledge base
Is there a way to disable the option to give written feedback on articles in the knowledge base/help center? I could only find articles on how to disable the feedback buttons or the comments on articles, but not the specific feature mentioned above. Unfortunately
Inquiry Regarding Website Development and Support
Hello, I'm interested in knowing, when I develop a website and launch it on the internet, is it possible that there might be issues with the site that need to be resolved later (after launched it on the internet)? Additionally, in case issues arise with
Single monthly invoice for subscriptions and Recurring services.
How can I create a single invoice for monthly subscriptions and support contracts using Zoho Billing and Book's Recurring invoices? Customers expect to receive and pay once per month for any services they have with us and also have them consolidated.
How to creat different Scoring Groups, for different interest groups? (Zoho Marketing Automation)
We have different business units running on the same environment, and a single lead scoring is not enought to know what track should I nurture for each leade. We would like to have different scoring groups, so that a single lead could have a different
One Way Interview/ Recorded Interview only give candidates a minute to answer
How can I change the time given to candidates per question on One Way Interview/ Recorded Interview?
cannot transform Data from number to text?
Hi, i'm new to zoho analytics and try to build some reports. first problem i face is that don't seem to be able to display lookup fields in text but only the id's through number fields. how can that be changed? in the below example, i need Account Name
my site working with www .....but without www its not working ...........
my site working with www .....but without www its not working ........... www.droidtechteach.in
Filter Bigin Contacts by email campaigns they have bounced.
Hi. I have Bigin synced with Zoho Campaigns, and it works fine. If I click a contact, it shows me the status of the last email campaign sent to them. However, I want to be able to filter all contacts that have bounced so that I can update those contacts.
Workdrive Can not login
From Windows App. after inout password we can not login to workdrive. see attached fig.
Full width iFrame Zoho form
Please take a look at this link for me. https://tinyurl.com/3zb3dnv8 The Zoho form is set to 100% width to take up the space it needs to in the left column and I have tried everything to get it to take up that space but it just doesn’t. It is an iFrame
Kaizen #79 - OAuth2.0 - A Recap and FAQs
Hello everyone! Welcome to another week of Kaizen! Today, we will address a few frequently-asked questions about OAuth2.0 that include token generation, scopes, errors etc,. If you have any other questions, let us know in the comment section. We will
Custom Richtext is not updated through rest API
Hi I have a rest API client that I can update all fields of a lead, except a custom richtext field which is not updated. The funny part is that it returns success but the record is not updated. I have also double checked the API name and it exactly matches
Multiple Mileage and Per Diem Rates
We need to have different mileage and per diem rates depending on where travel is taking place, or grant requirements. How can I configure this in the Expense App?
How do you manage your task/workload ?
Hi There! We are using the full zoho suite for our business. We are in sales of machinery. I'm looking for a way to manage my dailys task and project. I'm in a manager position. I do operational stuff with desk, like dealing with service request from
Relaying Disallowed
Добрый день, не могу отправлять письма, приходит ошибка что невозможно перенаправить письмо. disallowed
Recovery
I want to recover my mails from inbox and sent.. wrongly deleted
How to upload a file to form file upload field using deluge in ZOHO People ?
Hello. Could you please answer: how to upload a file to form file upload field using deluge in ZOHO People ? We have a custom form “Candidate_files”. There is the upload field “Fhoto”. And also we have another form “Employee_files” with the same field
ZOHO CRM vs. ZOHO Mail compose pop-out window
Using dual monitor When I use ZOHO CRM send mail and compose a new email it opens properly on my primary screen When I use ZOHO Mail and compose a email it opens on my secondary monitor and there seems to be no way to stop this. Mozilla Firefox worked
How to identify automatic and manual journal entries
I am confused by unintended automatic journal entries and want to know exactly what is happening in connection with other modules, such as inventory, invoice, etc. I have two questions: How an I check all the entries including those generated automatically?
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