How to change E-Mail-Address of Zoho Community account
Hello there, I couldn't find a general area where I could have asked my question. So I'll just ask my question here in the CRM area. If there is a suitable general community area, please move it there. I would like to change the email of my Zoho Community
Invoicing in advance
Hello, We are searching for a solution to the following problem. Every year we bill our students in advance for Band Camp fees. Because this revenue will not be earned until this summer, these items should be coded to Unearned Revenue, however the account
How do you schedule an email in Desk to be sent later?
Often times I write an email after business hours and want it sent in the morning during busienss hours. I use GMail's send later feature for this. I'm trying out Zoho Desk and am not finding this feature. Does this exist? If so, can someone explain to
Client Emails Responses not showing up on ticket thread
Hi, When a customer replies to an email sent as a response from the Zoho Desk, the customer response is no showing up on the ticket. I think they used to show up but not anymore, is there a way to accomplish this?
Inactive Mail
Hello, I’ve been trying to log into my zoho mail admin.maccosmeticsus.online and I keep getting a message saying that my account is inactive.
I can't proceed to adding applications or using any application
Filtering for IMAP Mail accounts - will this ever happen?
I am so disappointed to discover that Mail accounts set up with IMAP are not able to apply any filters... pretty useless really and why Zoho Mail doesn't support this yet other email clients are quite happy to do so just seems to be yet another case of
reload the parent page
Hi, I am trying to reload the parent page with On Add -- On Success Action.I was trying to with below code that closes the popup window but not reload the parent page. Could anyone please help me ? openUrl("http://creator.zoho.com" + zoho.appuri + "#Script:page.close", "same window"); openUrl("http://creator.zoho.com" + zoho.appuri + "#Script:page.parent.refresh ", "same window"); Below is the screenshot: Thanks Arfater
Zoho flow
Hi, I try to use postToUrl function I managed to use this function with one parameter in variable DataToBePosted. But what is the syntax for several datas ? Actually , I have an issue
Use email parsing to create note on new lead
I'm using the email parser to create a new lead in Zoho CRM whenever we receive a contact form submission from our website which is more or less working well, but I would like to find a way for it to also create a note under that new lead with all of
Comparison; This month current sales vs. Last Month Cumulative sales
I would like a Widget/Chart that can compare data with the following date ranges. This month to date (meaning all of September through the current date, for example the 14th, if today was the 14th. So Sep 1-14th)vs. last month to date (Showing August 1st to 14th) It would be great if could provide some sample widgets.
2024 Healthcare Zoho User Group (ZUG) Virtual Meetup featuring Zoho Sign
Hello everyone! Digitization of paperwork and workflow automation are crucial for businesses operating in the life science industry and healthcare, as they deal with a large volume of sensitive data. Mishandling of this data and records can result in
Help with a developer of Zoho Deluge function
Good afternoon, community. I hope you're all having a great day. I have two issues that I'm hoping to get some guidance on: I'm using Zoho Flow to create a record in a Zoho CRM module based on responses from a Zoho Form we send to clients. One of the
Transfer ZohoFlow Connection from user to Admin
We need to deactivate a user however they have the ZohoFlow connections assigned to them. How do these connections get transferred to SuperAdmin so we can deactivate the user without the flow disconnecting? Surely there should be a super admin setting
Import leads from trade show, but some might be existing contacts
Hi all, We just came back from a trade show, and imported a lead list. Some of the people on the list might be existing contacts. Is there a way to sort this on import? (new leads to leads, contacts to contacts) Or is there a way to scan leads for an
Applying scores to form responses.
Hi, I want to create a questionnaire that produces a final score upon the responses of the user. For example, a question might be:- "Do you eat potato chips?": Always Sometimes Rarely Never I want to apply a score where Always=4, Sometimes=3, Rarely=2,
Adding On-Order Quantities to Inventory Counts
Is there a way to add the on-order quantity of an item to the inventory overview? Currently it shows stock on hand, committed stock, and stock available for sale, but it would be very helpful if we also could see what is on order in that same screen.
workflow
Hi, Can someone help me in creating a workflow that would convert lead to prospects once the lead has been contacted and can be tagged as Active or dead according to their responses then converts to accounts once agreed to purchase the services. Can someone walk me through the process?
Client Script does not fully function in Sandbox
I have noticed that the Client Script behaves differently inside Sandbox, compared to production. For example, I am trying to invoke a function inside the client script. ZDK.Apps.CRM.Functions.execute("GetProductLocalPrices"); it would work in production,
Domain MApping TXT Record
Hi, How would i enter my TXT info into my hosts TXT record creator? Please see imagine below what I have to use: my credentials are in this format (these are not real) and I'm using crm.mydomain.com for my cname record TXT Name : 7571025684a222db771bb72c8375629ca11b4285
How to filter by a distant relative range?
We are coming from Salesforce where we can filter by the 3rd last relative month doing: Example 1: Close date = Last 3 months & Close date <> Last 2 months Example 2 (last 7th quarter): Custom date = Last 7 quarters & Custom date <> Last 6 months can
11 Common API Errors and How to Prevent Them
Zoho Contracts offers an extensive set of APIs using which you can integrate with your applications and build custom solutions. However, while using them and executing your code, you might face some errors. The reason might be due to any of the following
Tagging Attendees in Zoho Crm
Is it possible to integrate Zoho webinar with Zoho CRM so we have the data on who attended and for how long. Also what webinar they attended.
ZDK.Apps.CRM.Products returns "undefined"
Hi there, I am trying to create a Client Script to query the Product modules. in the script, trying to use ZDK.Apps.CRM.Products.fetchById("2607824000078309340"); However, "ZDK.Apps.CRM.Products" returns "undefined" In Zoho official document, it seems
GANTT VIEW DURATIONS: Milestone, task list, task and subtasks
In the GANTT view, the durations are not automatically showing for the milestone, task lists, or tasks even though the child sub tasks have durations and have been set as successors. How do I get the durations to automatically show, without manually including
Cannot Publish Application Due to a Problem
Hi guys, Just stumbled upon a confusing error when trying to publish an update for our existing application. We stumbled upon this error: "An error occurred while fetching the Form Field Order that belongs to the 'Biaya Promosi' subform of the 'Laporan
Making a candidate exclusive for high priority mandates temporarily
Hello, The question is from a perspective where specific candidates need to be locked once they have been shortlisted for a specific demand. This option is not to lock the candidate but more to make him/her exclusive to this position so that no parallel
Add a user not using Zoho
As legal services sometimes we need to add a 3rd party - another person out of the organization to attend the hearing or meeting, and we don't want to share our system details to add him to our bill. due to cour privacy of clients' data.
Offline mode for presentations
Is there (going to be) an offline mode for presentations? I guess presentations are one of the office apps very commonly used offline e.g. on planes ;) Thanks
What's New in Zoho Books - February 2024
Hello users! We're delighted to meet you with what's new in Zoho Books from the first month of 2024. Our latest updates bring you highly requested features like the M-PESA integration in the Kenya edition, aging summary in customer statements and other
Pick Domain name form an email address in Zoho Flow
Hello, I am trying to create a ticket flow and would like to pull the domain name from the email address and search it in the customers field in zoho desk and then provide the rest of the customer related information in the ticket.
Create CounterParty Zoho Contract Sample Code
Hello Sample Code Create a CounterParty userlist = List(); usermap = Map(); usermap.put("displayName", "Piyush Goyal"); usermap.put("emailId", "piyushgoyal@yopmail.com"); usermap.put("jobTitle","test"); usermap.put("phoneNumber","8955484428"); userlist.add(usermap);
Revise Note Date
Loving Zoho notebook, so far. I am creating (new) notebooks by copy and pasting (old) notes from other sources. I would like to manually revise the date for each new note I add so the data is accurate and the date reflects when the note was actually taken, not the data I added it to Zoho. I was not able to see a way to do this. Is this possible? Is this a possible future enhancement?
Asset Management + Access Control [Employees]
Hi, I am looking for a solution to allow me to associate and track internal assets with our employees. These could be the assignment of a laptop or anything else. Ideal is that we manage the assets on a separate list/db because it would allow for a layer
ZUG (Zoho User Group) In-person Meetups - Learn, share and discuss all things Zoho
Hi, Hope you all are well. We're excited to announce our second leg of in-person Zoho User Group (ZUG) meetups in your region. A quick update - Our first leg of meetups in 2024 progressed and reached completion smoothly, where Zoho experts had the opportunity
Limited Contacts view
Hello everyone, We're working on improving agent productivity for situations where we use limited access profiles to manage a specific set of tickets. Ideally, we'd like to filter the contacts list to show only contacts related to their currently assigned
Problem with Video Interview/One-way interview
I tried to do the video interview using the URL which is provided by zazz.io, but after I went through the instructions, the next screen just showed a black box and a loading animation without any request for access to the mic and camera. I waited for
Salutation as a required field
Hello For now, the "Salutation" field is linked to the "First Name" field. But when "First Name" is required, "Salutation" is not. It is very critical to have the "Salutation" required, because when we add the variable "Dear Sir" or "Dear Madam", we need
CRM - Host not getting email notification about Calendar Booking
I've testing Calendar Bookings in Zoho CRM. It seems to work well - however, the Host (myself) doesnt get any email notification. The calendar booking shows up in my calendar and the customers calendar. The customer gets a "Confirmed" Calendar email.
Notify me when a CALL has been scheduled in Calendar Booking
Hi! To be clear, I'm referring to Calendar Booking within the Zoho CRM calendar module, not Zoho Bookings. Thanks to the Calendar Booking FAQ's, 😃 I figured it out how to receive notification of a scheduled meeting by enabling the "Notify me when a meeting
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